AA

American Airlines Group Inc.

AAL Q3 2026

American’s shares rose 3.0% after earnings. Revenue and unit revenue grew sharply, but a $1.9 billion year-over-year increase in fuel costs drove a quarterly loss, and management said 2027 growth will decelerate considerably as it adjusts capacity for elevated fuel prices.

AG

AGNC Investment Corp.

AGNC Q3 2026

AGNC shares rose 4.3% after earnings, despite a sharply negative quarter: economic return was -12.7% as Agency MBS suffered historic underperformance amid rising rates and volatility. Management pointed to wider MBS spreads and more stable mortgage cash flows as potential support for future performance.

AT

Atlas Copco AB

ATCO-A.ST Q3 2026

Atlas Copco shares fell 8.6% after earnings, with the most evident pressure point being Industrial Technique’s lower activity and volumes, which prompted restructuring, alongside margin headwinds in Compressor Technique. Record orders and revenue were heavily driven by Vacuum Technique, but the transcript offers no clear explanation for why investors marked the stock down.

AT

Atlas Copco AB

ATLKY Q3 2026

Shares fell 9.4% after earnings, despite record orders and revenue, as investors may have focused on margin pressure and signs of weakness in Industrial Technique. Management cited lower activity and volume at German product companies, while Compressor Technique margins were also pressured by mix and higher supply-chain costs.

BA

Barclays PLC

BARC.L Q3 2026

Barclays shares fell 2.9% after earnings, a roughly flat reaction, as quarterly results were mixed: income rose 3% and profit before tax 12%, but fixed-income intermediation was disappointing. Management maintained its full-year RoTE target above 12% and cost outlook; the transcript does not identify a specific reason for the share-price move.

BC

Barclays PLC

BCS Q3 2026

Barclays shares fell 3.8% after earnings, with the likely disappointment coming from weak fixed-income intermediation and the outlook for 2026 costs: the bank expects around £18.5bn, including deliberate restructuring spend. Management maintained its targets, but the transcript does not establish that these outcomes exceeded investor expectations.

BE

Bloom Energy Corporation

BE Q3 2026

Bloom’s shares fell 11.2% after the earnings release, despite management raising its full-year growth outlook. The transcript does not identify a specific earnings miss or guidance cut; it emphasizes accelerating demand and customer wins, so the selloff’s driver cannot be determined from the available remarks.

BE

BE Semiconductor Industries N.V.

BESI.AS Q3 2026

Besi shares fell 10.7% after earnings, despite sharp year-over-year growth, as investors appear to have focused on the outlook: management said lower HBM stack heights are being used longer than previously expected, delaying some demand for higher-stack memory production. The transcript cuts off before the full fourth-quarter guidance, limiting visibility into the near-term outlook.

BM

Badger Meter, Inc.

BMI Q3 2026

Badger Meter’s shares rose 13.5% after earnings, as higher-than-expected market confidence appears consistent with improving sequential sales and expanding margins. The quarter still showed a 2% year-over-year decline in base sales, but management expects revenue to improve sequentially and year over year in Q4 and sustain growth momentum into 2027.

CI

CIE Automotive India Limited

CIEINDIA.NS Q3 2026

CIE India’s shares fell 4.9% after earnings, with investors likely focused on margin compression in India and management’s expectation that market growth will slow as the effect of GST cuts fades. India’s Q3 EBITDA margin declined to 16.3% from 17.3% a year earlier amid raw-material, energy, and consumables cost pressure.

CM

Comcast Corporation

CMCSA Q3 2026

Comcast shares rose 3.4% after earnings. Management said its broadband business faces aggressive fixed-wireless competition and elevated fiber investment, creating near-term financial pressure as it changes pricing and customer offerings; it also cited improving customer satisfaction and ongoing cost transformation.

CM

CME Group Inc.

CME Q3 2026

CME Group reported record third-quarter volume and revenue, with growth across all six asset classes. The stock was roughly flat after earnings, at +0.2%.

CR

Carpenter Technology Corporation

CRS Q1 2027

Carpenter Technology’s shares fell 2.6% after earnings. The quarter was mixed: planned maintenance outages drove a sequential sales decline, while management’s upbeat demand commentary was not yet reflected in sequential aerospace sales growth.

DO

Dow Inc.

DOW Q3 2026

Dow’s shares rose 4.7% after earnings, with the quarter’s year-over-year improvement in sales and EBITDA, broad-based segment growth, and self-help savings providing the key positives. The results also reflected pricing gains and cost actions offsetting higher raw-material and logistics costs.

ES

Essity AB (publ)

ESSITY-B.ST Q3 2026

Essity’s Q3 performance was broadly stable, with higher prices offsetting cost pressure and weaker areas. The stock was unchanged after earnings, consistent with a mixed quarter rather than a clear positive or negative surprise.

FT

flatexDEGIRO AG

FTK.DE Q3 2026

flatexDEGIRO shares fell 9.3% after the earnings release, despite management reiterating full-year guidance. The transcript points to a possible source of disappointment: the outlook offers no upgrade, even though management says the company expects to reach or exceed its 2027 targets in 2026; the supplied excerpt does not include detailed quarterly results or updated guidance figures to clarify the market’s reaction.

GL

Globe Life Inc.

GL Q3 2026

Globe Life’s shares fell 0.7% after earnings, a roughly flat reaction. Operating income per share edged up 1%, while GAAP net income per share declined 2%; the quarter also included underwriting pressure at United American and Evri, and softer life-margin results before adjustment effects.

HB

Huntington Bancshares Incorporated

HBAN Q3 2026

Huntington’s shares were roughly flat after earnings, down 0.4%. The company cited strong C&I growth and reiterated longer-term targets, while noting that pullbacks from some asset classes are weighing on loan growth.

HO

Honeywell International Inc.

HON Q3 2026

Honeywell Technologies shares rose 1.7% after earnings, with the company reporting 7% organic sales growth and raising its full-year 2026 guidance across all metrics. The outlook also points to continued momentum: management expects fourth-quarter orders to grow at a high-single-digit rate and 2027 organic growth to meet or exceed its long-term algorithm.

IB

Iberdrola, S.A.

IBE.MC Q3 2026

Iberdrola reported higher nine-month profit and EBITDA alongside record investment, while the market reaction was modestly positive at +2.4%. The results were tempered by weaker Power and Customers performance, where higher procurement costs weighed on EBITDA.

KA

Kaiser Aluminum Corporation

KALU Q3 2026

Kaiser Aluminum shares fell 25.3% after earnings, despite broad demand strength. The transcript points to a possible disconnect between the upbeat outlook and third-quarter results that management said were largely in line with expectations; it does not disclose a specific guidance cut or clearly identify a single disappointment.

KN

Knowles Corporation

KN Q3 2026

Knowles shares fell 3.6% after earnings, despite Q3 revenue and EPS reaching or exceeding the company’s own guidance. The likely concern is the outlook: hearing-health demand was pulled forward by earlier customer launches, while management’s 2027 growth expectations were positive but broad and did not provide specific targets in the available transcript.

LM

Lockheed Martin Corporation

LMT Q3 2026

Lockheed Martin’s shares rose 7.0% after the company raised its full-year expectations for sales, earnings, and cash, alongside double-digit sales and profit growth in the quarter. A record $292 billion backlog and $3 billion in quarterly free cash flow added support to the upbeat outlook.

LR

Stride, Inc.

LRN Q1 2027

Stride’s shares fell 3.2% after earnings, as first-quarter enrollment came in below expectations and management linked headwinds in applications and new-student retention partly to a poor platform experience. Revenue grew 3% year over year, but that growth did not offset the enrollment shortfall and acknowledged execution issues.

MM

3M Company

MMM Q3 2026

3M shares rose 5.8% after Q3 results showed 3.3% organic growth, higher margins, and EPS up 12%; management also maintained confidence in full-year organic growth above 3.5%. Improving industrial and safety demand and strength in semiconductors and data centers helped offset weaker consumer electronics.

NE

Newmont Corporation

NEM Q3 2026

Newmont shares fell 4.6% after earnings, despite record adjusted net income and substantial free cash flow. The likely disappointment is that gold production remains at a trough in 2026, with growth not expected to begin until 2027; the call also offered no new production acceleration beyond that outlook.

PC

PG&E Corporation

PCG Q3 2026

PG&E shares fell 1.3% after earnings, a roughly flat reaction. The company reaffirmed 2026 and 2027 EPS guidance, but wildfire-policy uncertainty remains unresolved, and PG&E is no longer providing guidance beyond 2027 while its strategic review continues.

PG

The Procter & Gamble Company

PG Q1 2027

P&G’s shares rose 5.6% after earnings, with investors responding to 4.0% organic sales growth, led by volume, and broad-based gains across categories and regions. The quarter also showed pressure underneath the top line: core operating margin fell 80 basis points as productivity was offset by higher commodity and freight costs and demand-creation investment.

QS

QuantumScape Corporation

QS Q3 2026

QuantumScape shares rose 4.3% after the earnings announcement, as investors appeared to favor the company’s next scale-up step and early customer traction. The company announced a planned 100 MWh production line targeted to begin production in 2028 and reported its first billings from Honda and QSAS.

R

Stem, Inc.

R Q3 2026

Ryder shares rose 10.5% after earnings. The quarter’s 21% comparable EPS growth and better-than-expected used-vehicle pricing and retail volumes were supported by improving rental performance and strengthening freight conditions.

SA

SAP SE

SAP.DE Q3 2026

SAP’s shares rose 6.8% after earnings, with cloud revenue up 25% and cloud backlog up 26% in constant currencies. Investors appear to have rewarded the cloud growth and AI-driven demand highlighted in the call.

SB

J Sainsbury plc

SBRY.L Q2 2027

Sainsbury’s shares fell 3.0% after the earnings presentation, with investors likely focused on grocery volumes dipping below the market in the second quarter and management warning that tough comparisons and competition will continue into the third quarter. The company still reported first-half volume and profit growth, but the outlook calls for another competitive period.

SC

Southern Copper Corporation

SCCO Q3 2026

Southern Copper’s shares fell 2.1% after earnings, a roughly flat reaction. Results benefited from sharply higher metal prices, while copper production declined and operating costs rose; management now sees a slight copper-market surplus in 2026.

SE

SEI Investments Company

SEIC Q3 2026

SEI shares fell 3.6% after earnings, suggesting investors focused less on the reported growth and more on the limited forward visibility: management cited strong pipelines and expected solid sales activity but provided no quantified outlook. The transcript offers no clear evidence of a guidance cut, deceleration, or margin compression to explain the reaction.

SL

SL Green Realty Corp.

SLG Q3 2026

SL Green shares rose 5.4% after earnings, as investors appeared to reward the company’s leasing momentum and financing progress. Management reported 95% leased occupancy and more than $7 billion completed against its 2026 financing plan, while flagging higher interest rates as a drag on earnings.

SW

Swedbank AB (publ)

SWDBY Q3 2026

Swedbank shares fell 4.6% after earnings, despite higher quarterly profit. The transcript points to weaker income outside core interest and commission revenue—net gains and losses and other income declined, with Baltic insurance hit by flood-related claims and negative revaluations—while funding costs rose as market rates increased.

T

AT&T Inc.

T Q3 2026

AT&T shares fell 6.4% after earnings, despite strong subscriber additions and growth in service revenue, EBITDA, and EPS. The transcript does not identify a specific miss or guidance cut to explain the selloff; it does show that management’s positive framing was not enough to satisfy investors, and the excerpt provides no updated outlook to assess.

TH

Gentherm Incorporated

THRM Q3 2026

Gentherm shares fell 8.1% after earnings, with management citing material-cost inflation, including freight, and a more uncertain macro environment as pressures on margins. The call offered ambitious long-term targets, but did not remove near-term concerns about profitability and volatility.

TT

TTM Technologies, Inc.

TTMI Q3 2026

TTM shares fell 27.7% after earnings, despite record quarterly revenue and a higher full-year revenue outlook. The transcript points to investor concern about the outlook beyond 2026: management described strong demand and a planned $400 million capacity investment aimed primarily at supporting revenue production in 2028, but gave no quantified 2027 or 2028 outlook.

TX

Texas Instruments Incorporated

TXN Q3 2026

TI’s shares fell 1.8% after earnings, a roughly flat reaction. Revenue grew across major end markets, while fourth-quarter guidance calls for revenue of $5.8 billion to $6.3 billion and EPS of $2.45 to $2.79; the transcript does not identify a specific source of disappointment.

VR

VeriSign, Inc.

VRSN Q3 2026

Shares fell 1.4% after earnings, a roughly flat reaction that suggests investors took the quarter largely in stride. Domain growth guidance was raised, while lower year-over-year free cash flow and a modest decline in the expected renewal rate were counterpoints.