Q2 Earnings Wave Splits Market: Medtech and Fintech Beat as Consumer Names Retrench
A dense batch of Q2 2026 transcripts shows diagnostics, infusion and payments franchises compounding double-digit growth while pet food, RV batteries and legacy services guide lower — a widening quality dispersion inside the same tape.
Natera oncology volumes rose 57.2%, iRhythm revenue climbed 20% with raised guidance, ICU Medical posted record Infusion Systems revenue on 12% organic growth, and Nu Holdings cleared $1B in quarterly profit. Offsetting that, Post's pet food volumes fell 7.8%, i3 Verticals cut guidance, and Dragonfly Energy is pivoting away from a soft RV end market.