bullbear.ninja

Industry top-down

Conglomerates

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

9 companiesMedian revenue YoY: +0.3%EPS beat rate:

AI industry top-down

The FY2026 Q1 earnings for companies covered in the Conglomerates sector were mixed. Honeywell, 3M, and Otter Tail Corp saw their revenue decrease year-over-year, while DELUXE CORP experienced a slight increase. Earnings Per Share (EPS) growth rates varied by company; 3M and DELUXE CORP recorded high growth rates, but Honeywell and Otter Tail Corp showed a decline. Overall, revenue was sluggish, but the EPS of some companies showed positive results.

  • Most companies' revenue decreased year-over-year (HON, MMM, OTTR)
  • EPS growth rates vary by company (MMM, DLX are favorable, HON, OTTR are sluggish)
Where companies diverge: Revenue growth rate: DLX slightly increased, other companies decreased · Earnings Per Share (EPS) growth rate: MMM, DLX significantly increased, HON, OTTR decreased

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
HONHONEYWELL INTERNATIONAL INCFY2026 Q1$8.93B-2.0%$2.22-0.4%
MMM3M COFY2026 Q1$5.95B-1.0%$2.04+22.2%
OTTROtter Tail CorpFY2026 Q1$337.35M-2.8%$1.62-8.5%
DLXDELUXE CORPFY2026 Q1$536.5M+0.3%$0.31+29.2%
CODICompass Diversified HoldingsFY2026 Q1$453.78M+10.5%$-0.59
FBYDFalcon's Beyond Global, Inc.FY2026 Q1$1.71M+12.7%$-0.13
FIPFTAI Infrastructure Inc.FY2026 Q1$96.16M+16.5%$0.89
BOCBOSTON OMAHA CorpFY2026 Q1$27.73M+8.5%$-0.02
NNBRNN INCFY2026 Q1$105.69M-12.8%$-0.23

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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