Giro de Mercado

Itau Unibanco (NYSE:ITUB) reported recurring net income of BRL 12.4 billion for the second quarter of 2026, up 7.8% from a year earlier and 1% from the prior quarter, as loan growth, client net interest income and expense discipline supported profitability. Chief Executive Officer Milton Maluhy Fil

Gerdau (NYSE:GGB) reported second-quarter 2026 consolidated adjusted EBITDA of BRL 3.4 billion, its strongest quarterly consolidated EBITDA since the third quarter of 2023, as stronger North American performance offset continued pressure on its Brazilian operations from steel imports. Adjusted net

Bank Bradesco SA (BBD) reports a 16.2% year-over-year increase in net income, reaching BRL7.1 billion, with an ROAE of 16.2% that surpassed market expectations.

Banco Bradesco (NYSE:BBD) reported second-quarter 2026 net income of BRL 7.1 billion, up 16.2% from a year earlier and 3.5% from the prior quarter, as the Brazilian lender cited expansion in secured lending, improved commercial traction and resilient insurance results. Return on average equity reach

Petroleo Brasileiro SA Petrobras (PBR) posts historic quarterly net income and record gross profit, driven by operational efficiency and surpassing production guidance.

Localiza Rent A Car SA (LZRFY) posts 24.5% revenue growth and 30.6% net income surge, while navigating a deflationary cycle and expanding margins across core segments.

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Geospace Technologies (NASDAQ:GEOS) reported third-quarter fiscal 2026 revenue of $15.8 million and a net loss of $9.7 million, or $0.75 per diluted share, as challenging conditions across its operating segments weighed on sales volumes and margins. The company’s revenue for the quarter ended June

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]