Sherwin-Williams Co. warned rising input costs could weigh on results later this year, after currency tailwinds helped it post stronger-than-expected sales growth in the first quarter.

Dow Inc. shares rose after the company issued a better-than-expected revenue outlook, as supply disruptions caused by the Middle East conflict led to higher prices for its products.

Equifax Inc. said the Iran war prompted more caution about the outlook for the rest of the year, even after a surge in mortgage applications drove first-quarter revenue growth to the fastest in more than four years.

For US homebuilders, the Iran war dashed what little optimism they had left for this earnings season.

Carnival Corp. cut its full-year profit outlook as surging crude prices are driving up fuel costs.

US industrial companies delivered the biggest earnings surprise of any sector last quarter, with profits topping estimates as defense demand, commercial aerospace and artificial intelligence-related capital spending powered results.

Stagwell Inc. Chief Executive Officer Mark Penn said disruption among competitors and a contentious midterm cycle will support the company’s performance this year.

Booking Holdings Inc. reported better-than-expected first-quarter gross bookings, indicating continued strength across the travel industry.

Activist investor Elliott Investment Management has built a stake of more than 10% in Norwegian Cruise Line Holdings Ltd., citing concerns about management and spending on events including a Katy Perry concert.

Expedia Group Inc. fourth-quarter revenue rose at its fastest pace in three years on the back of still-resilient US travel demand.

Check Point Software Technologies Ltd.’s calculated billings topped $1 billion for the first time as demand for its security products accelerate.

CarMax Inc. named Keith Barr as chief executive officer, bringing in the former InterContinental Hotels Group Plc chief to modernize the company and revive performance.

Proto Labs Inc.’s production expansion plans are set to lift revenue growth to its fastest pace in five years.

Johnson Controls International Plc sees its adjusted earnings per share rising at the fastest pace in a decade after strong quarterly order growth.

Royal Caribbean Cruises Ltd. shares jumped as demand for cruise holidays keeps accelerating, which could see the liner add as many as six additional ships to its fleet.

Netskope Inc. initiated a better-than-expected full year revenue outlook in its first earnings release since going public.

Planet Labs PBC forecast fourth-quarter revenue growth ahead of estimates on several new and expanded contracts, momentum the company sees continuing into fiscal 2027.