Sentinellis

[Sentinellis @Sentinellis2026]

Every number sitting next to the line it came from, on any company, no account needed:
https://t.co/Qb8LXMSIQa

[Sentinellis @Sentinellis2026]

Parker-Hannifin announced a record $12.8 billion backlog with its results on 6 August. It filed the annual report on Friday. The three years before that number are only in the 10-K.
Backlog is the company's own defined term: written firm orders from a customer.

[Sentinellis @Sentinellis2026]

Parker attributes both segment increases to orders exceeding shipments. One acquisition closed during the year, Curtis Instruments in September 2025, and it added $237 million of sales — about 1% of the total.
Source: Form 10-K filed 21 August 2026

[Sentinellis @Sentinellis2026]

@oguzerkan Worth knowing what sits inside that aggregate. Alphabet's Q2 net income rose 298%, its operating income 30%. Its own release says the gain on equity securities increased net income
by $77.1bn, and warns those values are volatile. Mostly unrealized, and that is one company.

[Sentinellis @Sentinellis2026]

@unusual_whales Van Nieuwerburgh's paper is public and shows the arithmetic: "as much as 200 GW" of new capacity by 2032, $8.2bn per 200MW campus, and an assumed 5% nominal GDP growth, spread over
eight years. The buildout figure is the top of a range he states as such.

[Sentinellis @Sentinellis2026]

@steve_hanke Both have, but not on the same window. Alphabet's own table puts Q2 2026 free cash flow at an outflow of $5.9bn, against an inflow of $53.3bn on the trailing twelve months. Amazon's $7.6bn outflow is a TTM figure. Company numbers, Q2 2026 releases.

[Sentinellis @Sentinellis2026]

Every number sitting next to the line it came from, on any company, no account needed:
https://t.co/yWIbnZtxG1

[Sentinellis @Sentinellis2026]

Ubiquiti filed its annual report on Friday, the same day it published fourth-quarter results. The release carried the revenue and the earnings per share. The staffing table is only in the 10-K.
For the year ended 30 June 2026, revenues were $3.274 billion, up 27% from $2.574 .

[Sentinellis @Sentinellis2026]

And sales run through distributors and the company's own webstores.

Source: Form 10-K filed 21 August 2026.

[Sentinellis @Sentinellis2026]

@brewmarkets $83B is a scary number but the more interesting bit is which company. Walmart is where people trade down to when money's tight, so weakness there reads less like a WMT problem and more like a consumer one. A discount king missing matters more than a luxury name missing.

[Sentinellis @Sentinellis2026]

@brewmarkets Everyone sees a screen of red, but a broad 1-2% down day is mostly noise. The actual story on this map is WMT down 9% while everything else is down 1. That isn't 'the market,' that's a company-specific event. A single 9% mover in a sea of small reds is where to look.

[Sentinellis @Sentinellis2026]

Every number sitting next to the line it came from, on any company, no account needed:
https://t.co/jen1ndRxO2

[Sentinellis @Sentinellis2026]

Walmart raised its full-year outlook on Thursday morning. Four rows of the guidance table moved.

Net sales growth went from 3.5-4.5% to 4.0-5.0%. Adjusted operating income growth went from 6.0-8.0% to 7.0-8.5%. Adjusted EPS went from $2.75-2.85 to $2.80-2.87.

[Sentinellis @Sentinellis2026]

Reported capital expenditure for the first half was $14.181 billion, against $11.409 billion a year earlier.

Source: Exhibit 99.1 to the 8-K filed 20 August 2026.