Dollar Tree lifted its fiscal 2026 adjusted EPS forecast to $7.70 to $8.05 after tariff refunds and related interest helped drive Q2 diluted EPS to $2.70.

The electronics retailer lifted its full-year sales and earnings ranges after broad U.S. category gains, while domestic gross margin also benefited from about $34 million of tariff refunds.

The boat maker’s June-quarter rebound was powered by Saxdor, stronger Cobalt and Saltwater Fishing volumes, and a richer sales mix, while fiscal 2027 guidance pointed to further growth.

Uber has published the formal offer document for its planned takeover of Delivery Hero, opening a tender period through Nov. 5 and moving the German food-delivery company into the shareholder-acceptance phase of the deal.

Qantas said a A$420 million net hit from Middle East disruption weighed on FY26 earnings, while it guided to 8% to 10% unit-revenue growth in the first half of FY27.

Dycom posted record second-quarter revenue of $2.01 billion and a $12.24 billion backlog as fiber and data-center infrastructure demand helped lift its fiscal 2027 outlook.

U.S. durable-goods orders rose 1.1% in July as transportation equipment recovered, while orders excluding transportation also posted a smaller gain.

Abercrombie & Fitch raised its fiscal 2026 earnings and sales outlook after record second-quarter revenue, with about $100 million of tariff refunds providing a large profit benefit.

Photronics reported $216.0 million in fiscal Q3 revenue as high-end IC photomasks reached a record 44% of integrated-circuit sales and delayed chip designs returned.

Kohl’s lifted its full-year profit forecast after receiving about $150 million in IEEPA tariff refunds and said it will resume up to $100 million of share repurchases in 2026.