8T

Traton SE

8TRA.DE Q3 2026

TRATON’s shares fell 1.8% after the results, a roughly flat reaction. Q3 deliveries and revenue increased, but ramp-up costs, higher commodity prices and a book-to-bill ratio below one temper the picture; the transcript also points to supply-chain constraints at International.

AC

Air Canada

AC.TO Q3 2026

Air Canada shares fell 7.5% after earnings, with the outlook likely disappointing investors: management said it does not expect to fully recover the recent fuel-cost increase in Q4 and has already removed more than 2 points of planned Q1 2027 capacity. Q3 revenue grew, but adjusted EBITDA was essentially flat year over year and margin declined amid sharply higher fuel costs.

AD

adidas AG

ADS.DE Q3 2026

Adidas rose 6.6% after earnings, as Q3 revenue and operating profit reached records and momentum continued beyond the World Cup. The quarter also included a €200 million tariff reimbursement that lifted gross margin, while management now expects full-year EBIT of €2.5 billion after booking €100 million of costs in Q4.

AG

Alamos Gold Inc.

AGI Q3 2026

Alamos shares fell 13.3% after earnings, with the clearest concern in the transcript being a roughly one-quarter delay to Island Gold shaft commissioning, now scheduled for mid-2027. The quarter also had lower production and margins than the prior quarter, while higher fourth-quarter output and meeting revised annual guidance remain dependent on the expected ramp-up.

AG

Alamos Gold Inc.

AGI.TO Q3 2026

Alamos shares fell 13.5% after earnings, with the clearest negative signal being a roughly one-quarter delay to commissioning the Island Gold shaft expansion, now scheduled for mid-2027. Investors may also have been concerned that quarterly cash flow declined from Q2 as production and margins fell, while all-in sustaining costs rose.

AJ

Arthur J. Gallagher & Co.

AJG Q3 2026

Shares rose 2.9%, a roughly flat reaction, as Gallagher reported solid growth and margin expansion alongside easing property pricing. Organic growth was 5% across Brokerage and Risk Management, with management saying insurance rates contributed about 1 point.

AL

AltaGas Ltd.

ALA.TO Q3 2026

AltaGas’ third-quarter results and outlook were broadly positive, with normalized EBITDA up 45% year over year and the company expecting to finish toward the high end of its recently increased 2026 guidance. Shares fell 1.2% after earnings, a roughly flat reaction that suggests investors did not treat the strong reported growth as a decisive positive signal.

AM

Amrize Ltd

AMRZ Q3 2026

Amrize shares rose 3.9% after the company reported 2.2% revenue growth and higher earnings, with pricing and acquisitions helping offset weather-affected volumes. Building Materials margins expanded, though soft residential roofing demand and higher costs pressured Building Envelope profitability.

AM

Amrize AG

AMRZ.SW Q3 2026

Amrize’s Q3 results were mixed, with revenue up 2.2% and adjusted EBITDA at $1.1 billion, while weather weighed on construction volumes and residential roofing remained soft. Shares rose 2.3% after the results, a modest move that does not signal a decisive market verdict.

AM

American Tower Corporation (REIT)

AMT Q3 2026

American Tower shares fell 2.4% after earnings, a roughly flat reaction that suggests the quarter and higher full-year outlook were received without a clear catalyst. CoreSite demand was ahead of management’s expectations, while tower leasing remained on track for about 4% organic tenant billings growth.

AN

AutoNation, Inc.

AN Q3 2026

AutoNation’s shares rose 6.1% after earnings, as growth in after-sales and AutoNation Finance helped lift adjusted EPS 2% year over year despite lower vehicle volumes and pressure from wholesale losses, SG&A leverage, and higher interest expense.

AO

A. O. Smith Corporation

AOS Q3 2026

A. O. Smith shares rose 4.3% after earnings. The company reported flat third-quarter sales and $0.93 in EPS, while North America grew 3%; its announced China transaction and plans to return proceeds through share repurchases also sharpen the strategic outlook.

AR

Ares Management Corporation

ARES Q3 2026

Ares’ third-quarter results were mixed but broadly on pace with its stated goals, and the stock rose 2.9% after earnings—within the range that calls for a neutral read. Fundraising and AUM grew, while uneven transaction activity and a pickup in U.S. direct lending were part of the outlook.

AR

Amerigo Resources Ltd.

ARG.TO Q3 2026

Amerigo shares fell 4.4% after earnings. The transcript points to a likely concern: the quarter’s cash generation and shareholder returns were supported by a much higher realized copper price, while the call did not provide updated full-year guidance or a forward outlook.

AU

Aurora Innovation Inc. Class A Common Stock

AUR Q3 2026

Aurora shares fell 13.5% after earnings, with production delays and a later-than-targeted ramp likely disappointing investors: material availability, component quality and end-of-line testing issues constrained recent output, and the company now expects to reach 20 trucks per week in early December. The transcript also points to customer deployments and revenue from a major new agreement arriving in 2027–2028, rather than immediately.

AV

Avery Dennison Corporation

AVY Q3 2026

Avery Dennison’s shares rose 0.8%, a broadly flat reaction to a quarter with 4% organic sales growth and adjusted EPS up 2%. Results benefited from slower-than-expected customer destocking, but adjusted EBITDA margin declined year over year and inventory unwinding remains a near-term factor.

AX

AXT, Inc.

AXTI Q3 2026

AXT shares fell 9.6% after earnings; the transcript offers no explicit guidance or outlook to explain the reaction. The key uncertainty is whether the sharp Q3 growth is sustainable: revenue was concentrated in indium phosphide and driven largely by data-center demand, while management said that demand is outpacing supply.

BW

BorgWarner Inc.

BWA Q3 2026

BorgWarner shares fell 4.7% after earnings, with investors likely focused on the weak sales backdrop: third-quarter sales were just under $3.5 billion, and organic sales excluding Battery Energy Systems were down modestly year over year. Management maintained full-year guidance, but the transcript excerpt offers limited detail on the outlook and highlights that results depended on cost controls.

CE

CEMATRIX Corporation

CEMX.TO Q3 2026

Shares fell 4.9% after earnings, as investors likely focused on Q3 revenue coming in below the prior-year quarter and management’s warning that results are lumpy and margins weaken when project activity is lower. Although management said 2026 was on track to be its best year and expected a very strong Q4, that outlook was not enough to offset the softer quarter.

CH

Churchill Downs Incorporated

CHDN Q3 2026

Shares rose 11.2% after Churchill Downs reported record third-quarter revenue and adjusted EBITDA, including records in Wagering Services and Solutions and Gaming. Investors also got a year-end target for regional-property sale transactions and a new $750 million buyback authorization, though the call did not quantify expected sale proceeds or the timing of any repurchases.

CL

Celestica Inc.

CLS.TO Q3 2026

Celestica’s shares rose 21.2% after earnings, as third-quarter revenue and adjusted EPS beat the company’s guidance ranges and management raised its 2026 outlook. Growth was broad across CCS and ATS, though adjusted gross margin declined 50 basis points, largely from CCS mix.

CO

Cohu, Inc.

COHU Q3 2026

Cohu reported higher third-quarter revenue and bookings, while the market reaction was roughly flat at +0.5%. The company raised its 2026 high-performance computing revenue outlook, but much of the HPC opportunity remains in qualification rather than production.

CO

Coursera, Inc.

COUR Q3 2026

Coursera fell 25.5% after earnings as investors focused on management’s admission that top-line growth—particularly in consumer—remains below its ambition. Cost savings and margin expansion offer support, but the transcript also highlights the work still required to improve growth.

CS

Capstone Copper Corp.

CS.TO Q3 2026

Capstone Copper fell 8.5% after the company said it expects to finish the year at the low end of production guidance and the high end of cost guidance. Lower output—partly from unplanned maintenance at Pinto Valley and reduced Mantoverde cathode production—along with higher input costs and a $40 million increase in capex guidance likely weighed on the shares.

CS

Capstone Copper Corp.

CSCCF Q3 2026

Capstone’s shares fell 7.7% after it said it expects to finish the year at the low end of production guidance and the high end of cost guidance. Lower output, higher input costs and a $40 million increase in capital expenditure guidance outweighed record EBITDA and a strong balance sheet.

CS

Carlisle Companies Incorporated

CSL Q3 2026

Carlisle’s shares rose 7.5% after earnings, as 9% revenue growth and record third-quarter adjusted EPS of $5.92 pointed to resilient demand and execution despite rising input costs. The main caveat is that margins fell more than expected, and price-cost parity has been pushed out to year-end.

CS

CSW Industrials, Inc.

CSW Q2 2027

CSW Industrials’ shares were roughly flat after earnings, down 0.4%, as double-digit organic growth and higher EBITDA were offset by lower gross margin and rising interest expense. Results were mixed: adjusted EBITDA margin expanded, but adjusted gross margin contracted amid higher freight and raw-material costs.

CV

Chevron Corporation

CVX Q3 2026

Chevron reported third-quarter adjusted earnings of $10.4 billion and cash flow from operations excluding working capital of $16.6 billion. Shares rose 1.8% after earnings, a roughly flat reaction; the transcript excerpt provides no clear market-moving disappointment or investor expectations to compare against.

DA

Danske Bank A/S

DANSKE.CO Q3 2026

Danske Bank’s shares fell 2.2% after earnings, a broadly flat reaction that points to a mixed quarter rather than a clear positive or negative surprise. The bank reported higher core income and narrowed full-year net profit guidance, while noting seasonal softness in credit demand and volatility-related pressure on trading and insurance income.

DA

DoorDash, Inc.

DASH Q3 2026

DoorDash’s shares rose 5.6% after earnings, with investors appearing to reward accelerating U.S. marketplace GOV growth and the prospective scale benefits of its announced Instacart acquisition. The call also outlined a multiyear synergy opportunity, but management said investment will absorb more than 100% of total synergies in year one.

DB

Deutsche Bank Aktiengesellschaft

DBK.DE Q3 2026

The shares rose 7.9% after earnings, as investors appeared to reward record quarterly profit before tax, 4% year-on-year revenue growth, and an improved cost/income ratio. The update also reinforced the bank’s confidence in its 2026 objectives and its view that above 13% RoTE is a floor for 2028.

EE

Euronet Worldwide, Inc.

EEFT Q3 2026

Euronet shares fell 7.7% after the company cut its 2026 outlook, citing more persistent immigration-related pressure on cross-border payments and broader macro uncertainty. The sharpest operating deterioration was in that segment: operating income fell 35% and adjusted EBITDA 32%.

EF

Everforth, Inc.

EFOR Q3 2026

Everforth shares fell 4.5% after earnings, suggesting investors focused less on the quarter’s results above the company’s guidance range and more on concerns about the outlook. The transcript excerpt does not provide forward guidance or a specific cause for the decline, so the likely driver cannot be confirmed.

EI

Edison International

EIX Q3 2026

Edison International shares fell 1.0% after earnings, a roughly flat reaction. The company reaffirmed 2026 core EPS guidance, while the call highlighted unresolved wildfire-liability reform and the risk that higher financing costs could constrain future investment.

EP

Enterprise Products Partners L.P.

EPD Q3 2026

Enterprise’s third-quarter results reflected higher Permian volumes and contributions from recently commissioned assets, while the stock rose 2.6% after earnings—within the roughly flat range. The transcript segment provided does not include forward guidance or a clear outlook change, so the market move does not signal a decisive reaction.

EQ

Equinor ASA

EQNR Q3 2026

Equinor’s shares rose 1.1%, a broadly neutral reaction to a quarter with higher production and strong refining contribution, alongside higher near-term tax payments and a delay to Empire Wind’s first power. Management raised its 2026 production-growth outlook to around 4%.

F

Ford Motor Company

F Q3 2026

Ford’s shares rose 3.4% after earnings, as the company raised the low end of its full-year adjusted EBIT guidance and reported $2.7 billion of Q3 adjusted EBIT. The outlook still calls for $10.5 billion to $11 billion of adjusted EBIT for the year.

FD

FedEx Corporation

FDX Q3 2026

FedEx raised its calendar 2026 outlook after a quarter of revenue and adjusted operating income growth, while the stock rose a relatively modest 1.1% after earnings. The outlook and results were positive, but the market reaction was roughly flat by the stated threshold.

FE

Forum Energy Technologies, Inc.

FET Q3 2026

FET shares fell 4.3% after earnings, despite management raising its full-year outlook. The transcript doesn’t identify a clear disappointment; the stock’s move suggests the higher outlook and growth narrative may not have been enough to satisfy investors, but no specific shortfall is stated.

FF

two

FFIV Q4 2026

F5 shares fell 20.4% after earnings, with the likely disappointment being FY27 revenue growth guidance of 8%–9% despite Q4 revenue finishing above the company’s guidance range. Management said FY26 ended well above its investor-event expectations, raising the hurdle for the coming year.

FL

Flowserve Corporation

FLS Q3 2026

Flowserve rose 11.9% after reporting 14% bookings growth, 170 basis points of adjusted operating margin expansion, and 19% adjusted EPS growth. The company also raised the low end of its EPS guidance, though it revised its sales outlook lower amid increasingly challenging Middle East conditions.

FS

First Solar, Inc.

FSLR Q3 2026

First Solar’s shares fell 1.4%, a roughly flat reaction. The quarter’s reported results were substantial, while management described a more cautious booking environment: customers are prioritizing later-stage projects and deferring procurement for early-stage projects, which may slow additions to the multiyear backlog.

FS

Federal Signal Corporation

FSS Q3 2026

Federal Signal’s shares slipped 0.7% after earnings, a roughly flat reaction. Q3 growth was strong, but the picture was mixed: SSG orders fell year over year, ESG margin edged lower, and the transcript ends before management’s guidance update.

FS

FirstSun Capital Bancorp Common Stock

FSUN Q3 2026

Shares rose 0.7% after earnings, a roughly flat reaction. First Sun reported higher net interest margin and improving credit measures, while management pointed to continued deposit competition and framed further margin improvement as an expectation for Q4 and early 2027.

FT

Fortress Transportation and Infrastructure Investors LLC

FTAI Q3 2026

FTAI shares jumped 17.3% after earnings, as record Aerospace Products results, accelerating strategic-capital deployment and power milestones highlighted growth across its businesses. Aerospace Products delivered $282.4 million in adjusted EBITDA, up 57% year over year, while management said SCI II had begun investing and the Mod-1 completed critical testing.

GL

Galaxy Digital

GLXY Q3 2026

Galaxy’s shares rose 9.6% after earnings, as investors responded to a rebound in crypto activity and the company’s growing data-center revenue. The upside is tempered by the lack of a Helios II leasing agreement: Galaxy passed on proposed terms and is continuing discussions.

HG

Hamilton Insurance Group, Ltd.

HG Q3 2026

Shares rose 1.8% after earnings, a roughly flat reaction. Hamilton reported 17% gross premium growth and an 11% annualized return on average equity, while noting pressure in property pricing and casualty rates that are not keeping pace with loss costs.

HO

Harley-Davidson, Inc.

HOG Q3 2026

Harley-Davidson’s shares rose 2.7%, a roughly flat reaction. The company raised full-year guidance, while supplier issues continue to pressure margins and Europe remains a weak spot.

HO

Honeywell Aerospace Inc

HONA Q3 2026

Honeywell Aerospace shares fell 9.6% after earnings, despite the company finishing ahead of the expectations it had shared in August. The likely concern is that supply constraints are still limiting conversion of strong orders into sales: management said improvements in supply are needed to unlock faster growth, with the payoff expected in 2027 and beyond.

HT

Hercules Capital, Inc.

HTGC Q3 2026

Hercules Capital shares fell 1.8% after earnings, a roughly flat reaction. The quarter showed record year-to-date originations and fundings, while management expects prepayments to normalize in Q4 and says originations will be weighted toward the back end of the quarter.

HU

Hubbell Incorporated

HUBB Q3 2026

Hubbell shares fell 5.5% after earnings, despite the company raising its 2026 outlook. The transcript points to a possible mismatch between near-term growth expectations and delivery: substation sales were modestly below prior expectations due to capacity-expansion timing, while meter availability weighed on Utility Solutions.

IL

Illumina, Inc.

ILMN Q3 2026

Illumina shares fell 18.6% after earnings, despite Q3 results above company guidance and raised full-year outlook. The transcript does not identify a specific disappointment behind the selloff; it does flag continued weakness in research and applied consumables, while the outlook depends on stronger Q4 sequencing consumables revenue.

IN

ING Groep N.V.

INGA.AS Q3 2026

ING shares fell 4.0% after earnings, suggesting investors were not reassured by management’s upbeat framing. The transcript highlights strong customer and income growth but offers no clear near-term outlook, leaving uncertainty about the durability of profitability gains and the impact of margin trends.

IN

Intel Corporation

INTC Q3 2026

Intel’s shares fell 28.6% after earnings, with the clearest pressure points being an accelerating PC-market correction and supply constraints that will weigh on Q4 server shipments. Management also expects the weaker PC environment to persist for the next few quarters, tempering its positive long-term product outlook.

IR

Ingersoll Rand Inc.

IR Q3 2026

Ingersoll Rand reported 4% organic revenue growth and raised full-year revenue and adjusted EPS guidance; the stock was essentially flat, up 0.2% after earnings. The quarter also showed a mixed margin picture: adjusted EBITDA margin was down year over year excluding tariff refunds, though it improved sequentially.

JM

Jeronimo Martins, SGPS, S.A.

JMT.LS Q3 2026

Jerónimo Martins delivered 7.6% EBITDA growth, ahead of sales growth, as volume gains and mix management supported margins despite deflation and intense competition. Shares rose 3.5% after the results.

K.

Kinross Gold Corporation

K.TO Q3 2026

Kinross fell 12.5% after earnings, despite reaffirming its updated production outlook. Investors may have focused on the weaker quarter’s free cash flow: attributable adjusted free cash flow was $391 million excluding working-capital outflows, while the company reported $831 million in adjusted operating cash flow.

KB

KB Financial Group Inc.

KB Q3 2026

KB Financial Group’s stock fell 2.3% after earnings, a roughly flat reaction. Results showed higher year-to-date profit, but investors also had to weigh weaker Q3 non-interest income and 2-basis-point QoQ NIM contraction; management expects loan repricing to support asset yields from Q4.

KG

Kinross Gold Corporation

KGC Q3 2026

Kinross shares fell 12.4% after earnings, with the likely pressure point the reduced full-year production outlook: management confirmed guidance of 1.84–1.86 million ounces after updating expectations for La Coipa and Round Mountain. Q3 production and costs were in line with that revised plan, but the transcript does not identify the market’s specific reason for the selloff.

KI

Kimco Realty Corporation

KIM Q3 2026

Kimco’s shares rose 4.4% after earnings, with investors responding to raised full-year FFO and same-property NOI outlooks and accelerating NOI growth. The quarter also showed record occupancy and a substantial signed-rent pipeline, though converting that pipeline into rent remains an execution priority.

KL

KLA Corporation

KLAC Q1 2027

KLA’s shares rose 5.5% after earnings, as September-quarter revenue and EPS came in above the midpoint of guidance and December-quarter revenue guidance pointed to continued acceleration. Investors also had visibility into further growth in 2027, though the outlook remains tied to a strengthening AI-driven investment environment.

LI

Lennox International Inc.

LII Q3 2026

Lennox shares fell 10.6% after earnings as profitability and the full-year outlook disappointed: segment profit declined despite 10.2% revenue growth, and management cut its earnings outlook amid competitive pricing pressure and tariff and inflation costs. Residential demand remains constrained, while price realization has not kept pace with those cost headwinds.

LY

LyondellBasell Industries N.V.

LYB Q3 2026

LyondellBasell shares rose 5.0% after earnings, with investors responding to $1.4 billion in free cash flow and record EBITDA in Intermediates and Derivatives, which helped offset weaker polymer margins. The outlook remains uncertain: management said market normalization is likely to take quarters, not months.

LY

Lynas Rare Earths Limited

LYC.AX Q1 2027

Lynas shares rose 11.7% after reporting record quarterly gross sales of AUD 310 million and record production, with sales up 7% quarter on quarter and 55% year on year. The update also highlighted ongoing capacity work and a four-week Kuantan maintenance shutdown in December, with management targeting maximum production in the January quarter.

M4

Mapletree Logistics Trust

M44U.SI Q2 2027

MLT’s results were broadly steady, with the stock down 0.9% after earnings. Revenue and NPI rose modestly year on year, while quarter-on-quarter NPI declined and management expects borrowing costs to increase to about 2.8% by year-end.

MA

Manhattan Associates, Inc.

MANH Q3 2026

Manhattan Associates reported double-digit revenue growth and raised its 2026 outlook, while the stock rose 1.4% after earnings—a roughly flat reaction. The quarter showed continued cloud and bookings momentum, but the transcript provides limited detail on the revised outlook and 2027 expectations.

MB

Mercedes-Benz Group AG

MBG.DE Q3 2026

Mercedes-Benz reported mixed Q3 conditions, with China’s shrinking premium market and intensifying price competition weighing on a highly profitable part of the business. The stock rose 2.5% after earnings, a roughly flat reaction.

MB

Mobileye Global Inc. Class A Common Stock

MBLY Q3 2026

Mobileye shares fell 9.2% after earnings, despite a higher full-year outlook. The transcript points to a possible disconnect between this year’s EyeQ-led shipment growth and the longer-dated opportunity: higher-content ADAS programs are still moving toward production, while the cited VW Group SuperVision and Chauffeur launches are expected in 2027 and 2028.

MO

Altria Group, Inc.

MO Q3 2026

Altria shares rose 5.2% after earnings. The company raised its full-year adjusted EPS guidance, while third-quarter adjusted diluted EPS grew 4.8% and on! shipment volume increased 13.3%.

MP

Monolithic Power Systems, Inc.

MPWR Q3 2026

MPS reported record quarterly revenue of $1.2 billion, up 22% sequentially and 63% year over year. Shares rose 1.1% after earnings, a roughly flat reaction; management cited ongoing demand and growth opportunities but did not provide 2027 guidance.

MS

MicroStrategy Incorporated

MSTR Q3 2026

Strategy shares fell 7.8% after earnings, despite record quarterly income, as the transcript highlights a potential concern for investors: Bitcoin per share was down 3.7% year to date. The company also raised $5.4 billion in capital during the quarter, while its reported earnings were heavily driven by a $20.9 billion fair value gain on Bitcoin.

NE

NewMarket Corporation

NEU Q3 2026

NewMarket shares fell 8.0% after earnings, with investors likely focused on weak petroleum-additives demand: third-quarter shipments declined 8%, while segment operating profit was essentially flat. Management offered no specific outlook for the remainder of 2026, citing a dynamic environment and continued macro, geopolitical, and trade uncertainty.

NV

nVent Electric plc

NVT Q3 2026

Despite record Q3 sales and EPS, nVent shares fell 8.8% after earnings. The transcript points to a possible concern beneath the headline growth: Electrical Connections’ return on sales declined 180 basis points year over year, reflecting inflation and growth investments, while the full-year outlook was raised but specific guidance figures are not included here.

NX

Nextracker Inc. Class A Common Stock

NXT Q2 2027

Nextpower shares fell 2.7%, a roughly flat reaction, as the quarter’s record revenue and bookings were tempered by a second half weighted more toward Q4 deliveries. Management attributed the timing shift to project schedules and other factors, while the transcript provided no specific revenue or earnings outlook figures.

OK

ONEOK, Inc.

OKE Q3 2026

ONEOK shares fell 1.5% after earnings, a roughly flat reaction. The quarter included higher 2026 guidance, but reported earnings also benefited from a one-time tax item and transaction-related gains, while the company raised its capital spending outlook.

OM

OneMain Holdings, Inc.

OMF Q3 2026

OneMain shares fell 4.7% after earnings, suggesting investors focused on the company’s still-elevated credit losses despite improving delinquencies. Management expects lower year-over-year consumer loan losses in 2027, but the call did not provide a more immediate improvement timeline.

PE

Bank Polska Kasa Opieki S.A.

PEO.WA Q3 2026

Pekao’s shares fell 1.5% after the results, a roughly flat reaction. The presentation described growth in commissions and lending alongside a significant tax burden, somewhat higher corporate cost of risk, and a more subdued economic outlook for next year.

PF

Provident Financial Services, Inc.

PFS Q3 2026

Provident reported record revenue and higher adjusted earnings, while loan growth and deposit growth remained positive. The stock was roughly flat after earnings (+0.3%), a neutral market reaction to results that also included rising deposit costs and modest core-margin expansion expectations.

PI

Impinj, Inc.

PI Q3 2026

Impinj shares rose 3.1% after earnings, as record third-quarter revenue and endpoint IC growth were paired with continued demand strength. The outlook is mixed: management expects strong year-over-year growth in endpoint and reader ICs in Q4, but lighthouse-account inventory drawdowns mean reader and gateway deliveries will miss the usual seasonal step-up.

PL

Pluxee N.V.

PLX.PA Q4 2026

Pluxee shares fell 15.9% after results, with investors likely focused on a cautious FY2027 outlook: management called it a transition year and guided to at least EUR 440 million in recurring EBITDA and at least 50% cash conversion. The outlook contrasts with FY2026’s higher margin and 70% cash conversion, while the transcript cites an extended Brazil rebate scenario following tax reform.

PM

Primaris Real Estate Investment Trust

PMZ-UN.TO Q3 2026

Primaris REIT’s shares rose 1.3% after Q3, a roughly flat reaction. Same-property cash NOI grew 3.1%, while the quarter’s leasing momentum and the 2027–2028 growth outlook were offset in the reported results by no clear indication of a near-term step-change in earnings.

PN

Pentair plc

PNR Q3 2026

Pentair’s shares rose 12.8% after earnings, as adjusted EPS of $1.18 topped the company’s $1.05–$1.08 guidance range and management reaffirmed its full-year EPS midpoint of $4.70. The upside came despite pool-related year-over-year pressure, while the company also reported that its channel inventory destock was complete.

PU

ProPetro Holding Corp.

PUMP Q3 2026

ProPetro shares rose 1.4% after earnings, a roughly flat reaction. The quarter included higher revenue, net income and adjusted EBITDA, while investors also had to weigh PROPWR’s continued margin burden from capacity rebuilding and a 2027 earnings ramp expected to be back-end weighted.

RM

ResMed Inc.

RMD Q1 2027

ResMed shares fell 9.1% after earnings, despite growth in revenue, gross margin and non-GAAP EPS. The transcript provides no explicit guidance cut or cautious outlook; the likely concern is that 7% core constant-currency revenue growth did not satisfy investors’ expectations.

RN

Renesas Electronics Corporation

RNECY Q3 2026

Shares fell 1.1%, a roughly flat reaction. Revenue and margins were above plan, while management’s fourth-quarter outlook offered limited detail in the available transcript.

RS

Rush Street Interactive, Inc.

RSI Q3 2026

RSI shares fell 10.0% after the earnings release. Despite strong reported growth, investors may have focused on management’s note that North American online gaming growth moderated, while Latin American MAUs eased from the World Cup-driven Q2 peak; the supplied transcript does not include updated financial guidance.

SC

Standard Chartered PLC

SCBFY Q3 2026

The stock rose 6.1% after earnings, reflecting a beat in reported performance and an upgrade to full-year guidance. Third-quarter income grew 14% and profit before tax 29%, while the bank raised its income growth and return-on-tangible-equity outlook.

SC

Service Corporation International

SCI Q3 2026

SCI shares fell 8.7% after earnings, with management acknowledging that revenue and earnings were below internal expectations. Lower-than-expected funeral volumes, weaker general agency commission rates, higher costs and larger cemetery-sales deferrals weighed on performance; cemetery margin pressure added to the concerns.

SF

Sprouts Farmers Market, Inc.

SFM Q3 2026

Sprouts shares fell 22.6% after the company cut its outlook amid weakening comparable sales and said traffic, units, and frequency were not recovering even as comparisons eased. Management also cited a need to accelerate investments in affordability and execution, adding pressure to near-term profitability.

SL

Slide Insurance Holdings, Inc. Common Stock

SLDE Q3 2026

Slide shares fell 4.2% after earnings, despite strong quarterly profit and premium growth. The transcript offers no explicit guidance cut or clear source of disappointment; the likely concern is uncertainty around the outlook, including the estimated $50 million pre-tax retention from Hurricane Isaias and the absence of detailed year-end guidance beyond management’s net-income and ROE expectations.

SM

Standard Motor Products, Inc.

SMP Q3 2026

Standard Motor Products’ shares rose 10.9% after earnings, with investors responding to record quarterly adjusted EBITDA of $67 million, 2.8% top-line growth excluding tariff-refund accounting effects, and leverage below the company’s year-end target. Growth was uneven: Temperature Control sales declined against a record prior-year quarter, while management noted tougher comparisons ahead for Engineered Solutions.

SO

SoFi Technologies, Inc.

SOFI Q3 2026

SoFi’s shares rose 13.4% after the company reported 44% revenue growth and raised 2026 guidance, while also providing preliminary 2027 targets above its prior outlook. The stock move reflects investors’ favorable reception of the raised outlook despite a higher-rate environment.

ST

STMicroelectronics N.V.

STM Q3 2026

ST shares fell 3.7% despite Q3 revenue and gross margin coming in above the midpoint of the company’s outlook. The likely concern is that investors focused on the outlook and durability of growth: the transcript cites a 2026 AI-datacenter revenue expectation and a 2027 ambition, but the provided excerpt does not include the company’s full Q4 guidance.

ST

STMicroelectronics N.V.

STMPA.PA Q3 2026

ST shares fell 3.4% after the earnings release, despite Q3 revenue and gross margin coming in above the midpoint of the company’s outlook. The transcript does not identify a specific disappointment, but the outlook’s dependence on continued AI-datacenter demand—and the gap between the current-year revenue expectation and the much higher 2027 ambition—may have left investors cautious.

SY

Stryker Corporation

SYK Q3 2026

Stryker shares fell 6.3% after earnings, as management said results fell short of expectations and pointed to a slowdown in hips and knees, weaker-than-expected adoption of new products, and ongoing pressure in Peripheral Vascular. The outlook offered little relief: Q4 organic growth is expected to be similar to Q3, assuming the current procedure environment continues.

TA

TAL Education Group

TAL Q2 2027

TAL shares fell 1.9% after earnings, a roughly flat reaction. Revenue growth slowed to 9% in RMB terms, with management citing Learning Devices as a drag and expecting continued pressure there, while operating margins improved.

TE

Technip Energies N.V.

TE.PA Q3 2026

Technip Energies’ shares rose 1.5%, a roughly flat reaction. Nine-month revenue increased 3% to €5.6 billion, with a sharp Q3 profitability recovery and full-year guidance confirmed, while disruption-related costs in the Middle East remain a constraint.

TE

Teck Resources Limited

TECK Q3 2026

Teck fell 3.9% after earnings, with weather-related disruption at Quebrada Blanca (QB) the clearest concern: outages and flooding reduced access to high-grade ore and weighed on mine productivity into September. Annual production guidance was unchanged, but the operational setbacks may have overshadowed higher cash flow and lower unit-cost guidance.

TM

T-Mobile US, Inc.

TMUS Q3 2026

T-Mobile’s results were mixed-to-positive, with 9% postpaid service revenue growth and 11% core adjusted EBITDA growth, alongside continued customer additions. Shares slipped 0.5% after earnings, a roughly flat reaction that does not indicate a sharp market disappointment.

TR

T. Rowe Price Group, Inc.

TROW Q3 2026

T. Rowe Price’s shares rose 2.5%, a roughly flat reaction, as the quarter paired $28.3 billion in net outflows with improving investment performance and an expectation that outflows will moderate—but remain elevated—in Q4. Fixed income inflows and new distribution initiatives offered offsets, though the transcript does not indicate that overall flows have turned around.

TT

TotalEnergies SE

TTE Q3 2026

TotalEnergies shares rose 2.6% after earnings, a roughly flat reaction. The quarter benefited from unusually favorable commodity markets and record refining margins, while Middle East disruption reduced production by about 5% on average.

TW

Twilio Inc.

TWLO Q3 2026

Twilio shares fell 15.2% after earnings. The transcript highlights growth and record cash flow but provides no specific forward guidance or clear explanation for the selloff, so the likely disappointment cannot be identified from the available information.

TX

Textron Inc.

TXT Q3 2026

Textron shares rose 11.7% after earnings, with the company raising its adjusted EPS and manufacturing cash flow outlook. Higher aircraft deliveries and double-digit revenue growth at Aviation and Systems were key positives in the quarter.

VK

Viking Therapeutics, Inc.

VKTX Q3 2026

Viking’s shares rose 5.9% after earnings, with investors likely responding to progress toward Phase III testing of both injectable and oral VK2735 and positive maintenance-dosing data. The update also highlighted sharply higher R&D spending and a larger quarterly loss as the pipeline advances.

XO

Exxon Mobil Corporation

XOM Q3 2026

ExxonMobil’s shares rose 2.2%, a broadly neutral reaction. The company reported $15.4 billion in GAAP earnings and $25.7 billion in operating cash flow, while the transcript highlights production growth excluding Middle East impacts and continued shareholder returns; it provides limited detail on quarter-on-quarter performance or outlook.

YP

YPF Sociedad Anonima

YPF Q3 2026

YPF shares fell 4.7% after earnings, suggesting investors focused on execution and spending risks rather than the strong reported quarter. Q3 capex rose 26% year over year, while management expects upstream investment to increase in Q4 as it pursues shale growth and the VMOS startup.