Surgical Robotics Systems is Intuitive Surgical's fastest-growing product
Services is Intuitive Surgical’s Key Earnings Driver, up 20.8%, but has no product within it. Surgical Robotics Systems sits within its Systems segment, 23.7% of revenue, which grew 19.2%. No other company grew faster among the three companies in the Surgical Robotics Systems group.
The revenue segment each company reports that contains this product. 3 companies.
Company
Quarter
Revenue segment
Segment revenue
% of company
Growth
MDT
Q1 FY2027 · Jul 31, 2026
Surgical & Endoscopy
$1.74B
17.8%
↑ 8.7%
MDT
Q1 FY2027 · Jul 31, 2026
Cranial & Spinal Technologies
$1.37B
14.0%
↑ 12.7%
JNJ
Q3 FY2026 · Sep 27, 2026
Orthopaedics
$2.35B
9.2%
↑ 3.1%
ISRG
Q2 FY2026 · Jun 30, 2026
Systems
$685M
23.7%
↑ 19.2%
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
ISRG
19.2%
MDT
12.7%
JNJ
3.1%
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
MDT
31.8%
ISRG
23.7%
JNJ
9.2%
Combined segment revenue
The 3 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
$6.14B
Coverage: Nasdaq 100 and S&P 100 companies mapped to Surgical Robotics Systems (3 companies, 3 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.
Tactical Missiles sits within RTX’s Raytheon segment, 33.3% of revenue, which grew 18.0%. Lockheed Martin grew faster at 19.5%, but RTX’s segment is twice the size, and RTX depends on it more than its peer.
The revenue segment each company reports that contains this product. 2 companies.
Company
Quarter
Revenue segment
Segment revenue
% of company
Growth
RTX
Q2 FY2026 · Jun 30, 2026
Raytheon
$8.22B
33.3%
↑ 18.0%
LMT
Q2 FY2026 · Jun 28, 2026
Missiles and Fire Control
$4.10B
20.4%
↑ 19.5%
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
LMT
19.5%
RTX
18.0%
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
RTX
33.3%
LMT
20.4%
Combined segment revenue
The 2 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
$12.32B
Coverage: Nasdaq 100 and S&P 100 companies mapped to Tactical Missiles (2 companies, 2 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.
Aircraft Engines is General Electric's leading product
Aircraft Engines sits within General Electric’s Commercial Engines & Services and Defense & Propulsion Technologies segments, together comprising 98.7% of revenue. Commercial Engines & Services, the larger segment, grew 27.3%. No other company grew faster among the four companies in the group, and General Electric depends on it more than any peer.
The revenue segment each company reports that contains this product. 4 companies.
Company
Quarter
Revenue segment
Segment revenue
% of company
Growth
GE
Q2 FY2026 · Jun 30, 2026
Commercial Engines & Services
$9.73B
72.9%
↑ 27.3%
GE
Q2 FY2026 · Jun 30, 2026
Defense & Propulsion Technologies
$3.44B
25.8%
↑ 15.6%
RTX
Q2 FY2026 · Jun 30, 2026
Pratt & Whitney
$8.88B
35.9%
↑ 16.4%
HON
Q2 FY2026 · Jun 30, 2026
Commercial Aviation Aftermarket
$2.05B
21.1%
↑ 6.9%
HON
Q2 FY2026 · Jun 30, 2026
Defense and Space
$1.80B
18.5%
↓ 0.4%
HON
Q2 FY2026 · Jun 30, 2026
Commercial Aviation Original Equipment
$686M
7.1%
↑ 17.1%
HONA
Q2 FY2026 · Jun 27, 2026
Engines & Power Systems
$1.41B
31.1%
↑ 1.2%
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
GE
27.3%
HON
17.1%
RTX
16.4%
HONA
1.2%
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
GE
98.7%
HON
46.6%
RTX
35.9%
HONA
31.1%
Combined segment revenue
The 4 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
$27.99B
Coverage: Nasdaq 100 and S&P 100 companies mapped to Aircraft Engines (4 companies, 4 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.
Commercial Lending is U.S. Bancorp's leading product
Commercial Lending sits within U.S. Bancorp’s Wealth, Corporate, Commercial and Institutional Banking segment, 48.9% of revenue before inter-segment elimination, which grew 17.1%. No other company grew faster among the three companies in the group, and U.S. Bancorp depends on it more than any peer.
The revenue segment each company reports that contains this product. 3 companies.
Company
Quarter
Revenue segment
Segment revenue
% of company
Growth
WFC
Q2 FY2026 · Jun 30, 2026
Corporate and Investment Banking
$5.43B
23.4%
↑ 16.1%
WFC
Q2 FY2026 · Jun 30, 2026
Commercial Banking
$3.12B
13.5%
↑ 6.3%
USB
Q2 FY2026 · Jun 30, 2026
Wealth, Corporate, Commercial and Institutional Banking
$3.77B
48.9%
↑ 17.1%
COF
Q2 FY2026 · Jun 30, 2026
Commercial Banking
$850M
5.4%
↓ 9.3%
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
USB
17.1%
WFC
16.1%
COF
9.3%
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
USB
48.9%
WFC
36.9%
COF
5.4%
Combined segment revenue
The 3 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
$13.16B
Coverage: Nasdaq 100 and S&P 100 companies mapped to Commercial Lending (3 companies, 3 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.
Its Investor Services segment, 78.2% of revenue, grew 19.3%, second only to Goldman Sachs’ Asset & Wealth Management (+20.0%) among the nine companies in the group, and Schwab depends on it more than any peer.
The revenue segment each company reports that contains this product. 9 companies.
Company
Quarter
Revenue segment
Segment revenue
% of company
Growth
JPM
Q2 FY2026 · Jun 30, 2026
Consumer & Community Banking
$20.27B
34.9%
↑ 7.6%
JPM
Q2 FY2026 · Jun 30, 2026
Asset & Wealth Management
$6.85B
11.8%
↑ 18.9%
MS
Q2 FY2026 · Jun 30, 2026
Wealth Management
$8.86B
41.1%
↑ 14.1%
BAC
Q2 FY2026 · Jun 30, 2026
Global Wealth & Investment Management
$6.87B
21.7%
↑ 15.7%
SCHW
Q2 FY2026 · Jun 30, 2026
Investor Services
$5.53B
78.2%
↑ 19.3%
GS
Q2 FY2026 · Jun 30, 2026
Asset & Wealth Management
$4.60B
22.6%
↑ 20.0%
WFC
Q2 FY2026 · Jun 30, 2026
Wealth and Investment Management
$3.89B
16.8%
↑ 13.2%
USB
Q2 FY2026 · Jun 30, 2026
Wealth, Corporate, Commercial and Institutional Banking
$3.77B
48.9%
↑ 17.1%
C
Q2 FY2026 · Jun 30, 2026
Wealth
$3.18B
12.8%
↑ 12.9%
BNY
Q2 FY2026 · Jun 30, 2026
Investment and Wealth Management
$863M
15.1%
↑ 7.7%
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
GS
20.0%
SCHW
19.3%
JPM
18.9%
USB
17.1%
BAC
15.7%
MS
14.1%
WFC
13.2%
C
12.9%
BNY
7.7%
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
SCHW
78.2%
USB
48.9%
JPM
46.7%
MS
41.1%
GS
22.6%
BAC
21.7%
WFC
16.8%
BNY
15.1%
C
12.8%
Combined segment revenue
The 9 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
$64.68B
Coverage: Nasdaq 100 and S&P 100 companies mapped to Wealth Management (9 companies, 9 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.
Tenant Fit-Out Services HPC Hosting revenue increased 898% year over year to $262.6M. Within HPC Hosting, tenant fit-out services generated $183.5M, an increase of approximately $157.2M. Base rent contributed $65.8M and tenant recoveries $13.3M. CEO Wes Cummins said, “Our goal is to establish Applied Digital as the category leader in the design, construction, deployment, and operation of purpose-built AI factories.”
Integrated Memory Advanced Computing revenue was up 11.4% year over year to $154.0M, Integrated Memory revenue was up 157.9% to $340.8M, and Optimized LED revenue was up 6.6% to $71.9M. Management said its memory business remains strong, and its AI Infrastructure business is accelerating further.
Intelligent Infrastructure Intelligent Infrastructure revenue was approximately $5.8 billion, up 55.6% year over year, with management stating the upside was driven by AI-related demand remaining very strong and capacity coming online sooner than planned. Regulated Industries revenue increased 9.2% to $3.4 billion, and Connected Living and Digital Commerce revenue was approximately $1.4 billion, roughly flat year over year.
Core Data Center Business Unit Cloud Memory Business Unit revenue increased 258.4% year over year to $16.283B, Core Data Center Business Unit revenue increased 1,041.5% to $18.002B, Mobile and Client Business Unit revenue increased 248.8% to $13.114B, and Automotive and Embedded Business Unit revenue increased 375.9% to $6.824B.
Mobility Systems Parts Supply revenue increased 30.5% year over year to $414.8M, Repair, Engineering, and Software revenue increased 31.4% to $297.5M, Government Solutions revenue increased 3.7% to $138.8M and Legacy Commercial Programs revenue increased 8.8% to $66.9M. Management said Government Solutions was up 4% driven by strength in Mobility Systems.
