American healthcare tech and services arm of UnitedHealth Group
PepsiCo has reported a mixed second quarter, with North American volumes flat or down and international markets driving overall growth. Revenue rose 6.4% to $24.18 billion, but North American beverage volumes fell 4% and per-share earnings narrowly missed expectations. The company has signaled a slower but steady recovery in North America as inflation pressures persist.
UnitedHealth has raised its 2026 adjusted earnings outlook to at least $20.50 per share after a strong Q3, driven by value-based care and an expanding Optum Health turnaround. Analysts anticipate higher 2027 EPS as management views consensus targets as conservative. Meta Platforms’ Muse AI momentum is also shaping investor sentiment ahead of its Q3 results.