Goldman Sachs' earnings recap for May 20, 2026, highlights strong beats and guidance raises from Toll Brothers, Keysight Technologies, Target, and Analog Devices.
Key Takeaways
- 1.Toll Brothers (TOL) delivered a significant Q2 EPS beat and raised full-year guidance across all key home building metrics.
- 2.Keysight Technologies (KEYS) reported a large EPS beat with a book-to-bill ratio above 1x and record backlog, driven by AI data center and semiconductor momentum.
- 3.Target (TGT) exceeded Q1 expectations with a 5.6% comparable sales increase and raised its FY27 revenue growth guidance.
Table of Contents
- Industrials/Energy
- Consumer
- TMT
- Additional Disclaimers
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Authors
Mitch Jeter
Securities
TOLJHXKEYSTGTADI
Themes
AI and Data Center GrowthHome Building Sector Resilience
Regions
North AmericaEuropeUnited StatesGermany