Ferrari (RACE IM) Q1 2026 (EUR): EPS 2.33 (exp. 2.31), Revenue 1.85bln (exp. 1.83bln), EBITDA 722mln (exp. 710mln). Affirms FY26 guidance.

Ferrari's Q1 2026 results slightly beat expectations on EPS, revenue, and EBITDA, showcasing a solid start to the year.

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American Electric Power (AEP) Q1 2026 (USD): Adj. EPS 1.64 (exp. 1.57), Revenue 6.02bln (exp. 5.72bln); ; New capital plan additions of USD 6bln raise expected operating earnings CAGR to greater than 9% through 2030

Coinbase (COIN) CEO says it has made the decision to reduce the size of the company by around 14%

Ferrari (RACE IM) Q1 2026 (EUR): EPS 2.33 (exp. 2.31), Revenue 1.85bln (exp. 1.83bln), EBITDA 722mln (exp. 710mln). Affirms FY26 guidance.

KKR & Co Inc (KKR) Q1 2026 (USD): EPS 1.39 (exp. 1.26), Revenue 4.32bln (may not compare to exp. 2.18bln); boosts buyback programme by USD 500mln and lifts dividend by 5%

Pfizer Inc. (PFE) Q1 2026 (USD): adj. EPS 0.75 (exp. 0.72), Revenue 14.5bln (exp. 13.84bln). Reaffirms Guidance: Current FY EPS 2.80-3.00 (exp. 2.96), Current FY Rev. 59.5-62.5bln (exp. 61.38bln)

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  • Total deliveries were not impacted by the surge of hostilities in the Middle East, as Ferrari leveraged its geographical allocation flexibility, bringing forward certain deliveries to other regions.
Context

The company's ability to navigate geopolitical tensions without significant disruption to deliveries highlights operational resilience. Affirming FY26 guidance indicates confidence in maintaining performance amidst challenging market conditions, which is a positive signal for investors.

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