Earnings Preview

Friday, July 24, 2026

2 companies from our universe report today.

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Before MarketSLB GRC

Before Market Open2 companies

Earnings Preview

Slb N.V. (SLB)

Before Market

Utilities & Energy · Q2

Consensus EPS$0.51Revenue est$8.7BLast Q EPS$0.52Mkt cap$71B

SLB designs and manufactures pre-fabricated modular data centres and components (AI racks, coolant distribution units) for hyperscale and AI-factory customers, and is a modular design partner for NVIDIA's DSX AI factories. However, AI-exposed revenue is estimated at under 5% of total quarterly revenue, so the direct AI infrastructure role is still modest.

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Earnings Preview

The Gorman-Rupp Company (GRC)

Before Market

Cooling · Q2

Consensus EPS$0.70Revenue est$189MLast Q EPS$0.68Mkt cap$2.1B

Gorman-Rupp (GRC) designs and manufactures pumps and pump systems for diverse end markets including water, wastewater, industrial, HVAC, and fire suppression. While the company does not disclose AI-specific revenue, its pumps could indirectly support the AI infrastructure buildout through potential applications in data-center cooling (HVAC circulation, fire suppression, water supply) and semiconductor fabrication (precision-coolant pumps), though these linkages are inferred and unconfirmed.

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These previews are generated from our company intelligence files, evidence packs, and supply chain data. All claims are sourced from company filings and earnings transcripts. This is not investment advice.