KKR signals plan to scale Strategic Holdings operating earnings to $1.1-plus B by 2030 as Helix launches with $10-plus B

McGrath signals 2026 adjusted EBITDA of $365M-$373M while raising gross rental equipment CapEx to $270M-$290M

Alkami projects $530.5M-$532M 2026 revenue and $98M-$99M adjusted EBITDA as strategic review concludes

Microsoft outlines Q2 revenue $96B-$97.1B and Azure growth 49%-50% as CapEx moves above $50B

FedEx expects CY '26 adjusted EPS of $18-$18.60 and about $4B in adjusted free cash flow as portfolio reshaping advances