Wrap Asia

PWR's 21% backlog growth & 26% EPS surge suggest strong returns, despite its 51.2x P/E.

Macy's (M) faces weak sales & falling EPS. COLL's costs rise faster than revenue. TTEK shows strong growth & buybacks.

ADI's 14.9% revenue growth & 60.3% gross margin shine, while GO's declining margins & LXFR's falling sales raise red flags.

ALOY defies China's price wars with policy-backed demand & tech independence. Returns now mandated, not market-driven.

GPOR faces earnings Tuesday. Revenue up 66% last Q, but missed estimates before. Peers surge.

OPLN faces earnings Tuesday. Last quarter revenue up 8.6%, but EPS missed. Analysts see steady growth ahead.

Verizon's 5.9% yield beats Nike's 3.7%, with VZ's FCF covering dividends vs. NKE's struggling margins.