--- title: "Q2 2026 Earnings Wrap: Multiple Tech and Energy Firms Raise Full-Year Forecasts" type: "News" locale: "en" url: "https://longbridge.com/en/news/298300541.md" description: "Second-quarter 2026 results highlight robust revenue growth across consumer platforms and energy sectors. Ten companies, including Grab and Ondas, topped estimates, subsequently raising full-year guidance and launching significant share buybacks." datetime: "2026-09-08T10:19:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298300541.md) - [en](https://longbridge.com/en/news/298300541.md) - [zh-HK](https://longbridge.com/zh-HK/news/298300541.md) generator: "portal-rs" --- # Q2 2026 Earnings Wrap: Multiple Tech and Energy Firms Raise Full-Year Forecasts Second-quarter 2026 data shows broad-based revenue growth across consumer platforms and energy infrastructure, with several companies raising full-year forecasts. According to people familiar with the matter, capital flows are increasingly targeting businesses that demonstrate consistent execution and return capital to shareholders. ### Sea (SE.US) Sea reported strong Q2 2026 results with GAAP revenue of USD 7.8B, surging 48.1% year-over-year. Shopee's GMV reached USD 38.3B, propelling digital financial services revenue up by 58.9%. The board recently authorized a stock repurchase program of up to USD 1B. ### Vistra (VST.US) Power company Vistra continued its momentum, reporting Q2 2026 adjusted EBITDA up 31% to USD 1.77B. The company is targeting further operational efficiencies, while recent significant insider buying by the CEO has bolstered positive market sentiment. ### Credo Technology Group (CRDO.US) Driven by relentless AI networking demand, Credo posted Q1 FY2027 revenue of USD 479M, a 115% increase. The company recently rolled out its Robin 800G optical DSP series, a move tailored for AI applications to resolve critical data center connectivity bottlenecks. ### Grab Holdings (GRAB.US) Grab delivered Q2 2026 revenue of USD 997M, jumping 22% and topping consensus estimates of USD 994.97M. The Southeast Asian superapp raised its full-year forecast and unveiled a massive USD 750M stock buyback program. ### PDD Holdings (PDD.US) PDD Holdings posted Q2 2026 revenue of RMB 112.4B, an 8% year-over-year expansion. However, net income attributable to ordinary shareholders declined 12% to RMB 27.2B, as the company navigates intensified global market competition and ramps up investments. ### Constellation Energy (CEG.US) Constellation generated Q2 2026 adjusted operating profit of USD 920M. The energy provider is seeking to solidify its long-term capacity, having applied to extend the operating licenses for its two nuclear plants in New York until 2049, according to public filings. ### UnitedHealth Group (UNH.US) Following its robust Q2 2026 earnings release, UnitedHealth Group raised its full-year forecast. The healthcare conglomerate also maintained its outperform rating from analysts, underscoring its resilient market position amidst industry shifts. ### Ondas Holdings (ONDS.US) Ondas reported a record Q2 2026 revenue of USD 83.8M. The firm raised its full-year revenue outlook to between USD 525M and USD 550M, and is nearing a deal to acquire Aran Defense to aggressively strengthen its industrial and defense capabilities. ### Public Service Enterprise Group (PEG.US) PSE&G posted an adjusted Q2 2026 EPS of USD 0.86, easily beating last year's USD 0.77. The utility recently launched its GridSmart battery program, offering a USD 5,000 incentive for eligible residential battery systems to optimize load management. ### AAON (AAOX.US) AAON posted a record Q2 2026 with net sales up 101% and operating income soaring 192%. The company is now forecasting net sales growth of 55% to 60% for 2026, a substantial upward revision from previous lower-end estimates. The current sector landscape indicates strong capital allocation strategies, as firms leverage windfall revenues to fund buybacks and secure long-term operational assets. *This article does not constitute investment advice.* ### Related Stocks - [SE.US](https://longbridge.com/en/quote/SE.US.md) - [VST.US](https://longbridge.com/en/quote/VST.US.md) - [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md) - [GRAB.US](https://longbridge.com/en/quote/GRAB.US.md) - [PDD.US](https://longbridge.com/en/quote/PDD.US.md) - [CEG.US](https://longbridge.com/en/quote/CEG.US.md) - [UNH.US](https://longbridge.com/en/quote/UNH.US.md) - [ONDS.US](https://longbridge.com/en/quote/ONDS.US.md) - [PEG.US](https://longbridge.com/en/quote/PEG.US.md) ## Related News & Research - [Nuclear stocks are still too hot to handle. 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