Corporate earnings and analyst updates for Breedon, Blue Owl, AppLovin, IDEXX, Blue Bird

Breedon Group plc saw its price target raised by Citigroup to GBX 330, with Deutsche Bank and Berenberg also issuing buy ratings and higher price objectives. The construction‑materials firm reported earnings on July 29, posting GBX 9.40 EPS and a net margin of 4.66%.

Blue Owl Capital repurchased about $90 million of shares across its two business‑development companies in Q2, extending its buy‑back programme as private‑credit market conditions improve. The flagship vehicle OBDC saw a 1% NAV decline to $14.26 per share, while its technology‑focused BDC maintained a stable NAV of $16.48.

AppLovin Corporation’s shares fell to a new 52‑week low after BTIG lowered its price target to $574, down from $640. The stock traded around $349, with insiders selling significant holdings during the quarter.

IDEXX Laboratories announced second‑quarter 2026 results showing revenue growth of 10% to $1.217 billion and EPS of $4.27, an 18% increase. The company raised its full‑year revenue guidance to $4.70‑$4.75 billion and EPS outlook to $14.69‑$14.94.

Blue Bird Corporation reported strong fiscal 2026 third‑quarter results and highlighted a special announcement made during its earnings call, underscoring continued progress in its long‑term strategy.