The Results Are Fantastic VOI® Perception Study was well executed. The findings were insightful and are extremely valuable as we develop our Investor Day approach and materials. The Corbin team did a great presentation reporting the findings and outcome of the study. Director | Industrials | Large-cap
Corbin Has Been a Great Partner As a new CEO, Corbin Advisors has been an invaluable partner in helping me articulate an enhanced vision for the company while ensuring it is clearly connected to our strategy. They have a strong ability to translate strategic thinking into a compelling investor narrative and practical deliverables across earnings calls, investor
Understanding the roles companies play in investor portfolios. Companies that communicate a clear and compelling investment thesis are better positioned to compete for capital
In this session, we will challenge conventional earnings playbooks, debate what truly matters, and share practical strategies for communicating with clarity, credibility, and impact. With earnings being one of the most debated topics in the market, this session will tackle the most contentious and evolving aspects of earnings communications: what’s actually moving the needle today, what’s noise, and how IR teams are adapting in an AI-driven world.
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Recognition underscores Corbin Advisors’ enduring commitment to a high-performing, purpose-driven culture and exceptional employee experience.
Fundamentals continued to improve through the Q2’26 earnings season, with results generally holding up against elevated expectations and supporting a continued upward bias in consensus estimates. Growth remains healthy, although performance is becoming increasingly concentrated in a relatively narrow group of secular and sector-specific themes, while more cyclical and consumer-sensitive areas remain uneven.
Fundamentals continued to improve through the Q2’26 earnings season, with results generally holding up against elevated expectations and supporting a continued upward bias in consensus estimates. Growth remains healthy, although performance is becoming increasingly concentrated in a relatively narrow group of secular and sector-specific themes, while more cyclical and consumer-sensitive areas remain uneven.
So far, the earnings prints out of Materials have read as healthy in aggregate. But that health is heavily concentrated behind the same familiar secular drivers: AI infrastructure, electrification, and reshoring.
Companies remain constructive on secular markets, even as broader industrial demand remains uneven and Iran-related disruptions add cost and volatility.
