Ambev S.A.

ABEV Q3 2026

Reported: 2026-11-01

Ambev shares fell 7.0% after earnings, despite growth in revenue and EBITDA. The likely concern is slowing Brazil beer volume growth: it decelerated from 5% in Q2 to 0.5% in Q3, while management described the consumer environment as challenging.

Key takeaways

Q3 total volumes grew 0.8%, net revenue 7.6%, and normalized EBITDA 8.9%; normalized EPS rose 15.4%.
Brazil beer volumes grew 0.5% in Q3, down from 5% in Q2. Across the two quarters, volume growth was 2.7%; Ambev said sellout grew approximately 3.5% over the same period.
Management cited sequential improvement in Brazil beer market share, with gains in on- and off-trade, particularly in premium and zero-alcohol; mainstream share was broadly stable.
LAS, CAC, and Canada delivered EBITDA growth ahead of net revenue with margin expansion. Canada also expanded market share despite a soft industry.
Premium volumes grew at a high-teens rate in Brazil beer; balanced choices more than doubled, and no-alcohol beer grew in the 40s in Q3.

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Align Technology, Inc.

ALGN Q3 2026

Reported: 2026-11-01

Align reported Q3 revenue of $1.015 billion, up 1.9% year over year, with Clear Aligner shipments up 6.6%; the stock was essentially flat at +0.1%. Gross margin came in modestly below the company’s expectation, while operating margin was above its outlook.

Key takeaways

Clear Aligner shipments rose 6.6% to 691,000, at the high end of the company’s expected mid-single-digit growth; record doctor submitters reached 91,000, up more than 3%.
Systems and Services revenue fell 7.6% to $175.5 million, reflecting a shift toward lower-priced scanner configurations and more flexible acquisition models.
Non-GAAP gross margin was 70.4%, modestly below expectation due to higher fuel-related transportation costs, lower Clear Aligner ASP and geographic and product mix. Non-GAAP operating margin was 24.4%, above outlook.
Americas Clear Aligner shipments increased approximately 1.5%; North American DSO shipments grew at a double-digit rate, while the broader retail channel remained pressured, particularly among GP customers.
Worldwide Zero Additional Aligner volume increased at a triple-digit rate year over year; international younger-patient shipments grew at a double-digit rate.

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Ameriprise Financial, Inc.

AMP Q3 2026

Reported: 2026-11-01

Ameriprise reported higher earnings and assets in Q3, while the stock rose 1.6% after the results—a roughly flat reaction. The quarter featured growth in fee-based assets and advisor productivity, alongside continued investment in technology and expansion through a large bank-channel partnership.

Key takeaways

Excluding unlocking, adjusted operating net revenue increased 10% to $5.1 billion and earnings per share rose 22%; return on equity was over 56%, versus 52.8% a year earlier.
Total assets under management, administration, and advisement reached $1.8 trillion, up 8%. Wealth management client assets also increased 8% to $1.2 trillion, while wrap assets rose 12% to $729 billion.
Advisor productivity reached a record $1.2 million per advisor, up 13%; Ameriprise recruited 79 experienced advisors during the quarter.
Ameriprise welcomed about 260 Huntington Bank advisors with $28 billion in client assets. A further 29 advisors and $4 billion in assets are expected to move from Cadence Bank’s program in mid-2027.
Pledged asset lending increased more than 50% and the mortgage portfolio grew 74%; cash balances remained stable.

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Andritz AG

ANDR.VI Q3 2026

Reported: 2026-11-01

Andritz posted higher revenue and profit in Q3, while order intake remained above €2 billion for an eighth consecutive quarter. The shares fell 0.4% after the results, a broadly flat reaction; the quarter also included softer Environment & Energy orders and a margin decline there due to higher project costs and learning-curve effects.

Key takeaways

Order intake was €2.2 billion, roughly level with Q3 2025; book-to-bill stayed above 1, and the backlog reached a record €12.7 billion.
Revenue rose 9% to €2.1 billion. EBITDA increased 10% to €185 million on a comparable basis; reported EBITDA was €176 million, and net income rose 14% to €127 million.
Hydropower and Metals drove order growth: Q3 intake increased 34% and 21%, respectively. Environment & Energy intake declined 6% in the quarter and 10% in the first nine months.
Environment & Energy saw a slight margin decline from higher project costs and green-project learning-curve effects. Management also cited a flat quarter for Metals revenue and a Q3 drop in Pulp & Paper orders after three large orders in the year-ago quarter.
Operating cash flow was €320 million, up 121% year over year, and net liquidity reached €844 million. The company confirmed its 2026 guidance and medium-term financial targets.

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Allied Properties Real Estate Investment Trust

AP-UN.TO Q3 2026

Reported: 2026-11-01

Allied Properties REIT fell 24.4% after earnings, as investors reacted to a sharp decline in FFO and AFFO, a lower 2026 earnings outlook, and the distribution cut. Management said leasing is improving, but the cash flow benefit is delayed while leverage remains high and the REIT accelerates property sales to repay debt.

Key takeaways

Q3 FFO was CAD 38 million, or CAD 0.194 per unit, down from CAD 65.7 million, or CAD 0.470, a year earlier.
AFFO fell to CAD 21.6 million, or CAD 0.110 per unit, from CAD 61.2 million, or CAD 0.438; regular leasing expenditures rose to CAD 10.5 million from CAD 1.7 million.
The distribution reduction is expected to retain CAD 126 million annually. Management said the leasing activity should contribute partially to cash flow in 2027, with the full benefit in 2028.
Allied estimates year-end disposition proceeds of approximately CAD 660 million, above its CAD 500 million 2026 target, and is directing proceeds to debt repayment; it also expanded its multi-year disposition program by CAD 750 million to CAD 1.5 billion.
Resolution of the 150 West Georgia loan has shifted into 2027 amid construction delays and ongoing operator discussions.

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ASSA ABLOY AB (publ)

ASAZY Q3 2026

Reported: 2026-11-01

ASSA ABLOY’s shares rose 3.6% after earnings, as record sales and EBIT, improving margins and 4% organic growth were the clearest positives. The picture was uneven: APAC contracted, with double-digit negative growth in Greater China, and residential and logistics markets remained weak in some regions.

Key takeaways

Sales were nearly SEK 41 billion, up 7%, including 4% organic growth and 2% net acquired growth; EBIT exceeded SEK 7 billion, up 11%.
EBIT margin reached a record 17.4%, up 60 basis points year over year; earnings per share increased 14%.
EMEIA and Americas posted organic growth of 5% and 6%, respectively, with EBIT margins of 15.8% and 19.6%.
APAC organic sales declined 1%: Greater China fell by double digits, while Southeast Asia grew by double digits. APAC EBIT margin was 9.8%.
Management described nonresidential markets as strong in North America and Europe, but residential conditions remained challenging in North America and logistics markets showed no recovery.

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ASE Technology Holding Co., Ltd.

ASX Q3 2026

Reported: 2026-11-01

Shares fell 10.1% after earnings, despite record revenue and sharply higher margins. The transcript points to a likely concern that demand is outstripping available capacity: ATM ran near full utilization, and management said it could not supply all demand for LEAP and much of non-LEAP. The Q4 outlook is not included in the transcript provided, so a specific guidance disappointment cannot be confirmed.

Key takeaways

Consolidated revenue reached a record TWD 244.2 billion, up 28% sequentially and 45% year over year; net income was TWD 27 billion, up 28% and 148%, respectively.
Gross margin rose to 22.1%, up 1.1 percentage points sequentially and 5 points year over year. Operating margin increased to 13.6%, up 2.5 points sequentially and 5.8 points year over year.
ATM revenue was a record TWD 151.5 billion, up 20% sequentially and 51% year over year. ATM gross margin reached 30.6%, with management attributing the improvement to higher loading and a richer LEAP mix.
Capacity was tight: ATM ran at or near full utilization, while demand exceeded supply for LEAP and much of non-LEAP. Management expects operating expenses to keep rising in absolute terms, though near the current-year range as a share of revenue.
The transcript cuts off before the Q4 outlook. Management did say it now expects a full-year effective tax rate of 16%–17%.

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Banco Bilbao Vizcaya Argentaria, S.A.

BBVA Q3 2026

Reported: 2026-11-01

BBVA shares fell 6.3% after earnings, with the quarter’s decline in CET1 capital ratio to 12.21% and management’s outlook offering limited reassurance likely weighing on investors. Management pointed to lending growth and fading rate headwinds as future supports, but those are prospective rather than evidence that the capital pressure has eased.

Key takeaways

Net attributable profit was €3 billion-plus for the quarter, up 19.1% year over year; nine-month profit reached a record €9.07 billion, up 13.6%.
Net interest income rose 16.5% year over year and 5.7% quarter over quarter in constant euros; net fees and commissions increased 12.4% year over year.
Loan growth accelerated to 12% in Mexico and was 7.3% in Spain, with growth strongest in consumer, cards and enterprise segments.
CET1 fell from 12.41% pro forma in June to 12.21%; BBVA said earnings generation was more than offset by capital consumed by growth, lower SRT impact and negative market-related effects.
The nine-month efficiency ratio improved 9 basis points to 37.9%; excluding nonrecurring effects, management said the improvement would have been 81 basis points.

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Bannerman Resources Limited

BMN.AX Q1 2027

Reported: 2026-11-01

Bannerman shares fell 7.9% after earnings, despite the Etango final investment decision and substantial funding. The transcript offers no obvious cut to guidance; the likely concern is execution and financing risk as the company moves from early works into full-scale construction, with first production still targeted for 2028.

Key takeaways

Bannerman completed a $320 million strategic investment and an AUD 124 million institutional equity placement, which management said enabled the FID.
At quarter-end, Bannerman had approximately AUD 175 million in cash; the Etango JV had USD 295 million, excluding cash held in Namibian subsidiaries.
The FID is based on the Etango design, with a CapEx estimate of ±10%; the company continues to forecast 3.5 million pounds and first production in 2028.
Bulk earthworks were 99% complete at quarter-end. Management said early works remained on budget and schedule, and expects a significant increase in on-site activity as construction contracts are placed.
Management cited a long-term uranium price of $97 and said it had remained consistent; its view that prices could rise further is an expectation, not a reported result.

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Banco Santander (Brasil) S.A.

BSBR Q3 2026

Reported: 2026-11-01

Santander Brazil’s shares fell 5.6% after earnings, as investors appear to have focused on weak profitability and a decline in client NII. Recurring net income was BRL 2.9 billion and ROE 11.9%, both below management’s target levels; management also cited high interest rates, household debt and roughly BRL 500 million in specific wholesale cases as pressures.

Key takeaways

Client NII declined during the quarter: lower average CDI, deferred banking-correspondent expenses, the consumer-finance portfolio sale and selective loan origination more than offset higher volume and an extra calendar-day effect.
Management said recurring expenses were stable excluding one-off wholesale cases across the current and prior quarters; the current-quarter cases totaled approximately BRL 500 million.
Loan growth varied by product: mortgages rose 10.3% year over year, SMEs 8.5% and consumer finance 9.1%, despite a portfolio sale.
Transactional deposits grew 10% over 12 months, while the bank’s client base reached 76.9 million, up 6%.
Fees had a more positive trend, with cards and insurance performing well; brokerage and securities placement declined sequentially as capital-markets activity slowed.

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Cboe Global Markets, Inc.

CBOE Q3 2026

Reported: 2026-11-01

Cboe’s shares rose 6.8% after earnings, as 18% revenue growth and 36% adjusted EPS growth were supported by broad-based gains and record SPX options activity. The main caveat was softer VIX options volume amid a stable volatility environment.

Key takeaways

Net revenue increased 18% year over year to $712 million; adjusted diluted EPS rose 36% to $3.63.
Derivatives net revenue grew 22% to $402 million. Index options ADV increased 24% to 6.1 million contracts, while SPX 0DTE activity reached a record 65% of overall SPX activity.
Retail SPX 0DTE volume rose 46% year over year, versus 20% growth for institutional volume; retail represented an estimated 58% of SPX 0DTE volume.
VIX options ADV increased just 3% year over year, which management attributed to a stable 14–20 VIX range. The company said volatility had picked up early in the fourth quarter.
Cboe extended its exclusive S&P Dow Jones Indices licensing agreement through 2051.

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Colgate-Palmolive Company

CL Q3 2026

Reported: 2026-11-01

Colgate-Palmolive’s shares rose 2.3%, a roughly flat reaction, as the company reported growth across most categories and divisions while emphasizing that elevated cost pressures are expected to persist into early 2027. The transcript does not provide the quarter’s full sales or earnings figures or enough detail to assess the specific drivers of gross-margin performance.

Key takeaways

Organic sales growth was reported in all four categories and four of five divisions; emerging markets grew mid-single digits, led by India, Brazil, and China.
Management said base business EPS was ahead of its expectations and free cash flow was up 7%; it also reported $2.2 billion returned to shareholders year to date.
Hill’s had a “very strong” quarter across therapeutic and wellness, while management said it remains focused on a U.S. turnaround and reported toothpaste market-share improvement.
The company expects significant cost inflation to remain elevated through the fourth quarter and into early 2027; tariffs are expected to peak in the fourth quarter.
Management declined to provide 2027 guidance before the first quarter of next year, citing ongoing uncertainty.

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Columbia Sportswear Company

COLM Q3 2026

Reported: 2026-11-01

Shares rose 6.0% after Columbia reported third-quarter revenue and earnings above its own guidance, with better-than-expected U.S. trends and operating margin contributing. Some revenue was pulled forward as delayed fall wholesale orders shipped earlier than expected, so the quarter’s outperformance does not all represent underlying demand.

Key takeaways

The company said revenue and earnings exceeded quarterly guidance; operating margin also came in above expectations.
Better-than-expected revenue reflected early shipment of some delayed fall ’26 wholesale orders and improved underlying U.S. trends.
Sales outside the U.S. and Canada rose 9% year over year, representing roughly 35% of global sales; U.S. sales declined 1%, which management attributed in part to shipment timing.
U.S. e-commerce grew mid-single digits, including high-single-digit growth for Columbia, with reduced promotions. U.S. brick-and-mortar sales grew modestly, while outlet traffic remained pressured.
Gross margin benefited from higher full-price realization and favorable U.S. freight costs; SG&A declined year over year.

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Canadian Pacific Railway Limited

CP Q3 2026

Reported: 2026-11-01

CPKC’s shares slipped 1.2% after earnings, a roughly flat reaction. The quarter showed 6% volume growth and 16% adjusted EPS growth, alongside higher personal injury frequency; the transcript does not identify a specific earnings or outlook disappointment.

Key takeaways

Revenue was $4.2 billion, volume grew 6%, and the operating ratio was 61.9%; adjusted EPS increased 16%.
Management said CPKC remains on track for another year of mid-single-digit volume growth.
Operating metrics improved year over year: train speed 8%, dwell 7%, car miles per car day 10%, locomotive productivity 4%, and fuel efficiency 3%.
Personal injury frequency rose 20% year over year to 1.12, while train accidents improved 60% to 0.46.
CPKC set all-time volume records in domestic intermodal, international intermodal, and U.S. grains. The Canada-Mexico land bridge, about $100 million in annual revenue when the railroads combined, is expected to exceed $600 million exiting this year.

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Brinker International, Inc.

EAT Q1 2027

Reported: 2026-11-01

Brinker’s shares rose 12.2% after earnings, as Chili’s delivered 10% same-store sales growth and management projected a mid-single-digit comp for Q2 despite tough comparisons. Traffic-led gains and continued momentum in the Big Crispy Chicken sandwich were central positives.

Key takeaways

Chili’s same-store sales increased 10%, including 6% traffic growth, and outperformed the casual dining industry by 720 basis points.
The comp followed increases of 21% and 14% in the year-ago and two-years-ago quarters, respectively; management cited a 52% three-year cumulative comp.
Management expects Chili’s to deliver a positive, mid-single-digit comp in Q2, citing repeat guests and commercial and operational plans.
The Big Crispy Chicken sandwich held at 55 sold per restaurant per day, matching Q4; its $10.99 price includes a complete meal.
Maggiano’s banquet sales rose 11% year over year after changes to staffing and banquet operations.

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Everest Group Ltd. Common Stock

EG Q3 2026

Reported: 2026-11-01

Everest shares rose 3.5% after earnings, with investors responding to $7.62 in operating EPS, record net investment income, and accelerated capital returns. The positives came alongside reserve strengthening in reinsurance and a year-over-year decline in reinsurance premiums as the company cut casualty exposure.

Key takeaways

Operating earnings per share were $7.62; core businesses generated $3.7 billion in gross written premium, modestly below the prior year.
Everest strengthened casualty reserves and reinsurance, and said its reserve position is now more than $850 million above its actuarial central estimates.
Reinsurance gross written premium fell about 6% year over year on a constant-dollar basis, excluding reinstatement premiums; casualty premiums declined 18%. Catastrophe losses were $277 million net of estimated recoveries and reinstatement premiums.
Global Wholesale & Specialty gross written premium rose more than 3%; its attritional loss ratio improved 90 basis points to 60%, while the combined ratio was 97.3%.
Capital return was approximately $550 million in the quarter, including dividends, bringing the year-to-date total to more than $1.4 billion.

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Endesa, S.A.

ELE.MC Q3 2026

Reported: 2026-11-01

The shares fell 1.6%, a roughly flat reaction. Results showed higher earnings and accelerated network investment, while renewables faced weaker achieved prices and a more negative shape effect; management also expects customer trends to reverse only in the short to medium term.

Key takeaways

Reported EBITDA was EUR 4.6 billion, including a EUR 0.2 billion workforce restructuring provision; excluding it, EBITDA grew 13%.
Net income rose 15% to EUR 2.0 billion, and net ordinary income increased 22% to EUR 2.10 billion.
Networks drove performance: EBITDA rose 25%, network CapEx increased 42% to EUR 0.9 billion, and RAB reached EUR 11.3 billion.
Generation and supply EBITDA grew 3%; renewables gross margin fell to EUR 0.7 billion despite higher cumulative volumes, reflecting weaker achieved prices and a more negative shape effect.
Net debt was EUR 11.2 billion, up EUR 1.1 billion, while net debt-to-EBITDA remained 1.8x.

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Eastman Chemical Company

EMN Q3 2026

Reported: 2026-11-01

Eastman shares fell 2.1% after earnings, a roughly flat reaction that suggests no clear market verdict from the move alone. The call highlighted cost pressure in Advanced Materials and continued investment needs for recycling, alongside a reinstated DOE grant that management said could cover 30%–50% of combined project capital.

Key takeaways

The DOE grant is reinstated at its full value; Eastman said it could fund up to 50% of eligible capital and likely cover 30%–50% of the combined investment in debottlenecking the current plant and building a second plant.
The grant scope now includes debottlenecking the existing methanolysis plant for 30% more production, expanded feed processing, and related polymer and infrastructure investments.
Management expects the second plant to require substantially less capital than the Longview project, citing existing assets that could be acquired and reused, design and construction learnings, and a planned 130,000-ton capacity.
In Advanced Materials, management said price actions through July had kept pace with raw-material increases in specialty plastics; the transcript does not provide a quantified price-cost result or the targeted January 1 increases.

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Exelon Corporation

EXC Q3 2026

Reported: 2026-11-01

Exelon reported $0.87 per share in adjusted operating earnings and narrowed its full-year guidance to $2.85–$2.91 per share. The stock was roughly flat, up 0.5%, indicating a measured market reaction; management also flagged delays in regional power-market solutions and ongoing supply-cost pressures.

Key takeaways

Exelon narrowed full-year adjusted operating earnings guidance to $2.85–$2.91 per share; the transcript does not provide the prior range.
The $41.7 billion investment plan supports projected 7.9% rate-base growth, including 16% growth in transmission.
Management identified $12 billion–$17 billion of transmission opportunities and $3 billion–$7 billion of potential regulated storage investment beyond the current plan.
The PJM reliability backstop auction has been delayed, and PJM’s IRAS proposal was rejected on jurisdictional grounds; Exelon said regional solutions are moving too slowly.
Exelon proposed a 500-megawatt New Jersey project with more than $700 million in expected net customer benefits and no customer bill impact during its first five years of operation.

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First Quantum Minerals Ltd.

FM.TO Q3 2026

Reported: 2026-11-01

First Quantum shares fell 9.2% after the results, with investors likely focused on lower 2026 copper and gold guidance and continued low grades at Kansanshi as Southeast Dome stripping runs behind plan. The company also expects acid sales to keep weighing on copper production into 2027.

Key takeaways

Third-quarter copper production was approximately 109,000 tonnes, up 8% from the second quarter; sales were 110,000 tonnes, partly supported by Cobre Panama volumes carried over from the prior quarter.
2026 copper production guidance was narrowed to 175,000–185,000 tonnes, and gold guidance was lowered to 95,000–105,000 ounces.
At Kansanshi, copper production rose by 2,000 tonnes quarter over quarter to approximately 46,000 tonnes. But delayed Southeast Dome stripping is expected to keep grades lower into next year, while acid sales are also expected to affect copper output into 2027.
Sentinel produced approximately 49,000 tonnes of copper, down about 1,000 tonnes quarter over quarter, as lower grades more than offset improved throughput.
In Panama, the Interministerial Commission recommended negotiating a framework that could support a restart and a progressive, mine-funded closure process; the company said it is ready to engage, but the report leaves mechanisms and specifics to negotiations.

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FMC Corporation

FMC Q3 2026

Reported: 2026-11-01

FMC’s shares rose 29.7% after earnings, as investors appeared to respond to the company’s decision to address channel-inventory constraints with broad commercial actions. The quarter itself was below management’s expectations, and the actions drove a $672 million third-quarter EBITDA impact.

Key takeaways

Late-quarter replenishment orders fell sharply in several key markets as channel customers sought to end the season with lower inventories, significantly weighing on sales.
FMC recorded a $672 million EBITDA impact from commercial actions: approximately $500 million from shifting North America toward upfront pricing closer to expected net prices, and approximately $175 million from price adjustments on select high-priced channel inventory.
The North America pricing transition began October 1. The roughly $500 million charge is non-cash and does not change future cash obligations; management expects the new model to reduce rebate volatility.
The approximately $175 million adjustment applies to select products sold into the channel since 2023 in Brazil, Argentina, the U.S. and Canada, and is expected to reduce future cash collections.
The changes are intended to lower channel inventory values and ease a constraint on future replenishment. Implementation is expected to take place over the next three quarters.

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General Dynamics Corporation

GD Q3 2026

Reported: 2026-11-01

General Dynamics reported a solid quarter, with revenue up 12.9% year over year and a record backlog, while the shares rose 0.5% after earnings. Management said it would adjust its full-year forecast, but the transcript provided here does not include the updated outlook.

Key takeaways

Revenue was $14.57 billion, up 12.9% year over year; diluted EPS was $4.49, up 15.7%.
Operating earnings rose 14.7%, and company operating margin improved 20 basis points to 10.5%.
Nearly $99 billion in new orders lifted backlog to a record $220 billion, double the year-ago level; total estimated contract value was $271 billion.
Operating cash flow was $1.7 billion in the quarter and more than $5.7 billion for the first nine months. Free cash flow was $1.2 billion in the quarter, with 100% cash conversion.
The company expects full-year capital expenditures of 3.5%–4% of sales and free cash flow conversion around 105%; it cited potential upside to conversion depending on fourth-quarter project timing.

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GFL Environmental Inc.

GFL Q3 2026

Reported: 2026-11-01

GFL rose 3.7% after earnings, as third-quarter organic revenue growth accelerated and the company raised its guidance for the third time this year. The transcript also points to continued margin expansion despite higher fuel-related costs, though the outlook for construction and manufacturing activity remains tempered.

Key takeaways

Organic revenue growth accelerated 100 basis points from Q2, with core pricing ahead of expectations and 50-basis-point improvements in both volume and commodity prices.
Landfill volumes turned positive, including C&D and special waste streams; management said construction and expansionary manufacturing activity remain tempered.
Adjusted EBITDA margin expanded 125 basis points on an underlying basis. Higher diesel prices—up 10% from Q2 and over 60% year over year—continued to pressure costs and margins.
GFL closed the SECURE acquisition and said integration is underway. It expects to achieve CAD 25 million in near-term cost synergies, with a further CAD 25 million to CAD 50 million of potential synergies from disposal and cross-selling.
The strategic review remains ongoing, with bidders’ updated proposals due November 9; the special committee expects to decide on a path forward soon.

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Gilead Sciences, Inc.

GILD Q3 2026

Reported: 2026-11-01

Gilead’s shares rose 3.1% after earnings, with investors responding to 16% year-over-year growth in base business sales and a $1.6 billion increase to 2026 base business revenue guidance over the course of the year. The quarter’s growth was led by HIV, though some of the sequential HIV sales increase reflected inventory dynamics that management expects to normalize by year-end.

Key takeaways

Total product sales excluding Veklury were $8.2 billion, up 16% year-over-year and 8% sequentially; including Veklury, sales were $8.3 billion, up 13% year-over-year.
HIV sales rose 18% to $6.2 billion. Biktarvy sales increased 10% to $4.1 billion and reached 53% U.S. treatment market share; favorable inventory dynamics contributed to sales growth.
HIV prevention sales nearly doubled year-over-year. Yeztugo and Descovy for PrEP together held 50% market share and a $4 billion annual run rate, according to management.
Trodelvy sales grew 42% year-over-year, reaching an approximately $2 billion annual run rate; Livdelzi also contributed to base business growth.
Management said the HIV treatment market had not returned to its typical 2%–3% growth, although it had shown signs of stabilization. The completed Biktarvy Medicare price determination is expected to affect revenue in 2028.

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GlaxoSmithKline plc

GSK.L Q3 2026

Reported: 2026-11-01

GSK shares fell 5.7% after earnings. Despite reconfirmed guidance, investors may have been disappointed by the modest 1% growth in core EPS against 5% sales and operating-profit growth; the transcript does not identify a specific cause for the share-price decline.

Key takeaways

Q3 sales rose 5% to £8.9 billion; core operating profit grew 5%, while core EPS increased 1%.
Management reconfirmed 2026 guidance. Cash generation was £7.4 billion year to date, and the Q3 dividend was 17 pence.
Specialty launches are driving momentum: Jideytro generated £3 million after its first launch, while management cited rising prescriber, patient, and access momentum for Exdensur.
GSK reported approvals for Jideytro and Hibsago, plus accelerated approval for Jemperli in locally advanced rectal cancer; it also said 18 of 22 planned 2026 Phase III trial starts are recruiting.
Pipeline data were encouraging, including a 94% response rate for Jideytro in TKI-naive patients and a 61% response rate for Ris-Rez in a global small-cell lung cancer cohort; these are clinical data, not reported sales.

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ICON Public Limited Company

ICLR Q3 2026

Reported: 2026-11-01

ICON shares rose 17.8% after the company reported record net business wins and sequential improvement in gross margin, adjusted EBITDA, and EPS. Management said Q3 results were in line with its expectations, while the transcript provides no market-consensus comparison.

Key takeaways

Net business wins reached a record $3.15 billion, up 51% year over year; net book-to-bill was 1.56x, the fourth consecutive quarter above 1.3x.
Gross margin improved 90 basis points sequentially. Adjusted EBITDA was $337 million, and adjusted EPS of $2.66 was up 4% from Q2.
Free cash flow was $300 million; ICON repurchased $400 million of shares and ended the quarter with $800 million in cash.
Commercial momentum included large-pharma strength, new and expanded midsized partnerships, and three preferred biotech partnerships.
Technology-enabled execution showed measurable gains: in-scope SDTM programming cycle times fell 28%, while study-startup throughput rose about 30% year to date.

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Indra Sistemas, S.A.

IDR.MC Q3 2026

Reported: 2026-11-01

Indra reported double-digit growth across key financial metrics in the first nine months of 2026, which management said was in line with its annual targets. With the stock up 1.1% after the results, the reaction was modest; the transcript provided does not identify a clear earnings disappointment.

Key takeaways

Management reported double-digit growth across key financial metrics and said performance was in line with 2026 targets.
Order intake was described as accelerating, with backlog at a record level and demand sustained across core markets.
The company said profitability improved further, though the transcript excerpt gives no margin figures.
Indra delivered 101 VCR 8x8 units by the end of September and signed the IRIS2 contract.
The company reduced its management committee by one-third and highlighted targeted acquisitions in cybersecurity, autonomous systems, advanced sensing and quantum computing.

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Innovex International, Inc.

INVX Q3 2026

Reported: 2026-11-01

Innovex shares fell 6.4% after earnings, with the clearest disappointment in the outlook: management expects Middle East disruption to reduce activity and raise freight and logistics costs next quarter. The caution tempers a quarter of higher revenue and margins, while several highlighted growth opportunities remain prospective rather than meaningful revenue today.

Key takeaways

Q3 revenue was $265 million, up 8% sequentially and 10% year over year; adjusted EBITDA was $55 million, at a 21% margin, versus 20% in Q2 and 18% a year ago.
Management said revenue landed at the midpoint of guidance and adjusted EBITDA in the upper half of its guidance range.
U.S. land revenue rose 11% sequentially to $146 million, supported by higher activity and market-share gains. Two Permian awards are expected to add about $1 million in monthly revenue beginning late in Q4.
Middle East results were solid in Q3, but regional conflict is expected to reduce activity and increase freight and logistics costs in Q4.
Offshore orders and Venezuela offer longer-term potential: the company won a five-year Indonesian subsea contract valued at more than $30 million and a Venezuelan award worth more than $5 million, but management said Venezuela opportunities have not yet translated into meaningful revenue.

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Kongsberg Gruppen ASA

KOG.OL Q3 2026

Reported: 2026-11-01

Kongsberg shares rose 14.0% after earnings, as the quarter delivered 50% revenue growth, 66% EBIT growth and record order intake—evidence of strong demand and expanding production volumes. The order backlog reached NOK 174.2 billion, though the provided transcript excerpt does not include full financial or outlook details.

Key takeaways

Q3 revenue increased 50% year over year to NOK 11.3 billion; EBIT rose 66% to NOK 1.9 billion, with a 16.4% margin.
Orders totaled NOK 23.3 billion, up from NOK 9.5 billion a year earlier. Book-to-bill was 2.06, and the backlog reached a record NOK 174.2 billion.
Major awards included Belgium’s approximately NOK 10 billion NASAMS order, a NOK 1.5 billion additional Netherlands NASAMS order, and a $54 million U.S. government contract for autonomous underwater vehicles.
Kongsberg completed its Sonatech acquisition and is expanding capacity, including a new facility in Poland expected to begin production in the first half of 2028.
Management said delivering the backlog is its number one priority; 7% of the backlog was scheduled for delivery in Q4 2026.

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Landmark Bancorp, Inc.

LARK Q3 2026

Reported: 2026-11-01

Landmark reported higher quarterly net income and net interest income, while loan balances and noninterest income declined and expenses rose. The stock was roughly flat after earnings, up 0.6%, indicating a muted market response.

Key takeaways

Q3 net income was $5.5 million, versus $5.4 million in Q2 and $4.9 million a year earlier; diluted EPS was $0.89.
Net interest income increased $562,000 sequentially to $15.6 million, supported by higher earning-asset yields and partly offset by higher funding costs.
Loan payoffs outpaced originations, reducing loan balances; new originations carried yields above those of maturing and repaid loans. Average loan yield rose to 6.46%.
Noninterest income was $3.6 million, down from Q2 and a year earlier, primarily because higher rates slowed mortgage production and reduced gains on mortgage-loan sales. Expenses also increased, driven by compensation and technology investment.
Credit metrics were described as stable, with charge-offs at 0.01% of average loans and nonaccrual loans slightly lower; management said further work is needed on the loan portfolio and credit approach.

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MasTec, Inc.

MTZ Q3 2026

Reported: 2026-11-01

MasTec’s shares rose 4.6% after Q3, as record revenue, EBITDA and EPS, a record $24.5 billion backlog, and upside in legacy Power Delivery performance highlighted broad demand. Management also pointed to new growth opportunities in gas generation, though more than $1 billion of projects with limited notice to proceed have yet to convert to backlog.

Key takeaways

Revenue was $5.152 billion, up 30% year over year; adjusted EBITDA rose 30% to $486 million, and adjusted EPS increased 19% to $2.96.
Backlog reached a record $24.5 billion, up more than $7 billion year over year and $3 billion sequentially. Total-company book-to-bill was 1.6x, including 1.3x organically.
Power Delivery revenue grew 65% and EBITDA 132%. Management said legacy Power Delivery revenue, EBITDA and margins were significantly ahead of its expectations; segment backlog rose more than $2.5 billion sequentially.
Clean Energy and Infrastructure revenue increased 34% and EBITDA approximately 30%; backlog rose $500 million sequentially, for a 1.3x book-to-bill.
Gas-generation demand has accelerated, but the more than $1 billion in projects with limited notice to proceed did not contribute to Q3 backlog and is expected to convert over the next few quarters.

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MicroVision, Inc.

MVIS Q3 2026

Reported: 2026-11-01

MicroVision’s 10.8% post-earnings gain reflects investor approval of its commercial progress and cost reductions: Q3 revenue reached $2.4 million, and the company said it expects 2027 revenue to double from 2026. But execution remains central to the outlook: about $10 million of purchase orders await shipment, and 2027 operating cash burn is still targeted at approximately $40 million.

Key takeaways

Q3 revenue was $2.4 million, versus $0.2 million in Q3 2025 and equal to revenue for the first half of 2026.
The company reaffirmed 2026 revenue guidance of $10 million to $15 million; it had recognized $4.8 million through September and said roughly $10 million of customer orders await shipment, with most inventory already built.
Management expects 2027 revenue to double from 2026, citing committed orders, more IRIS sales to existing customers, and MOVIA sales to existing and new customers.
Operating cash use was $49.2 million for the first nine months of 2026. MicroVision remains on track for about $60 million for the full year and targets approximately $40 million in 2027.
A workforce reduction affected approximately 28% of the organization. Management is prioritizing nondilutive liquidity sources but retains about $40 million of capacity on its ATM facility.

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Naturgy Energy Group, S.A.

NTGY.MC Q3 2026

Reported: 2026-11-01

Naturgy rose its 2026 guidance for a second time, but the stock fell 2.1% after earnings, signaling a muted reaction to the update. Nine-month growth was uneven: networks and thermal generation lifted EBITDA, while supply and energy management declined.

Key takeaways

EBITDA increased 4% year on year to €4.3 billion; net income rose 5% to almost €1.8 billion.
Distribution networks were the main growth driver, up €267 million, including €126 million of retroactive Spanish electricity-network adjustments. Thermal generation added €78 million.
Supply was down €147 million, including €100 million of gas-regulated tariff provisions; energy management fell €42 million as higher margins were offset by the Oman contract expiry.
Funds from operations rose 8% to €3.6 billion, but working capital absorbed almost €1 billion, including the impact of higher gas prices and a one-off Sonatrach payment. Net debt was broadly stable at €12.3 billion.
The company said it was raising 2026 guidance again and that visibility into 2027 had improved; the provided transcript excerpt does not include the revised guidance figures.

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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.

OMAB.MX Q3 2026

Reported: 2026-11-01

OMA shares rose 6.0% after earnings, with revenue growth and a 75% adjusted EBITDA margin likely supporting the positive reaction. Passenger growth was modest at 1.3%, while net income rose just 2.9% as financing expense increased.

Key takeaways

Passenger traffic reached 7.7 million, up 1.3% year over year; domestic traffic grew 0.6% and international traffic 6%.
Total aeronautical and non-aeronautical revenue increased 8.3% to MXN 3.8 billion. Aeronautical revenue rose 6.7%, while non-aero revenue grew 13.3%.
Adjusted EBITDA increased 8.7% to MXN 2.9 billion, with a 75.0% margin. Cost of services and G&A rose 8.6%, reflecting higher payroll and contracted-service costs.
Financing expense climbed 16.5% to MXN 348 million, and net income increased 2.9% to MXN 1.6 billion.
Quarter-end cash was MXN 4.0 billion; total debt was MXN 14.9 billion, with net debt-to-adjusted EBITDA leverage at 1.0x.

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Oxford Square Capital Corp.

OXSQ Q3 2026

Reported: 2026-11-01

Oxford Square’s shares fell 18.6% after earnings, as investors likely focused on declining net asset value and lower net investment income, alongside heavier investment losses. Management also said it expects continued portfolio rotation and a desire to moderately delever, rather than signaling a near-term improvement in earnings.

Key takeaways

Net investment income declined to approximately $4.9 million, or $0.04 per share, from $5.1 million, or $0.05 per share, in the prior quarter.
NAV per share fell to $1.21 from $1.29. Combined realized and unrealized investment losses increased to approximately $3.3 million, or $0.03 per share, from $1.1 million, or $0.01 per share.
Total investment income rose to approximately $9.9 million from $9.4 million. The company distributed $0.105 per share during the quarter and declared monthly distributions of $0.015 per share for January through March 2027.
Oxford Square issued approximately 14.1 million shares through its at-the-market offering, generating net proceeds of approximately $19.4 million.
Management described its portfolio positioning as more conservative and said it expects continued rotation and a desire to moderately delever. In the broader loan market, quarterly issuance was $107.4 billion, down 20% from the year-earlier quarter.

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Proto Labs, Inc.

PRLB Q3 2026

Reported: 2026-11-01

Proto Labs shares fell 14.6% after earnings, despite 14% revenue growth, as the transcript provides no specific forward outlook to explain how the recent momentum will continue. The market reaction suggests investors were disappointed by the outlook or by factors not addressed in the available transcript, so the growth and margin claims do not resolve the concern.

Key takeaways

Q3 revenue rose 14% year over year, marking a fourth consecutive quarter of double-digit growth; the company called it a record revenue quarter.
Revenue per customer increased 17%, and Proto Labs served nearly 21,000 customers, up sequentially for the third straight quarter.
Factory CNC Machining revenue grew 22%; global 3D printing revenue rose 12%, with U.S. factory MJF revenue up more than 40% year to date.
For the first nine months of 2026, adjusted operating margin expanded 300 basis points and adjusted EPS grew 46%.
The supplied transcript ends before the full discussion and does not include financial guidance, limiting what can be identified as the specific cause of the selloff.

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Roblox Corporation

RBLX Q3 2026

Reported: 2026-11-01

Roblox shares fell 18.1% after earnings. The transcript points to a likely concern around growth durability: despite record retention and rising engagement, management cited tough year-over-year comparisons and reported U.S. 18-and-up DAU growth of 8%—while much of the longer-term growth case rests on initiatives that have yet to launch.

Key takeaways

Q3 DAUs reached 138 million, up 12% quarter-over-quarter; engagement was nearly 34 billion hours, up 17% quarter-over-quarter.
Management said platform retention was at its highest seasonally adjusted level since 2021, but also flagged tough year-over-year comparisons.
U.S. 18-and-up DAUs grew 8% year-over-year and 89% over two years; management estimates this cohort monetizes at least 50% more than users under 18.
Creation activity accelerated: daily asset uploads tripled month-over-month, AI-enabled game volume rose 50% quarter-over-quarter, and top creators’ estimated time using AI tools tripled since Q2.
Roblox Everywhere’s first phase is estimated to launch in the first half of 2027; the universal-player plans and app-store expansion are longer-term growth initiatives, not current-quarter results.

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Reddit, Inc.

RDDT Q3 2026

Reported: 2026-11-01

Reddit fell 29.3% after earnings as investors focused on accelerating search-referral declines and the risk that total DAUqs could fall by a low double-digit percentage in Q4. The decline continued into October, while management said it expects the trend to persist if current conditions continue.

Key takeaways

Q3 revenue grew 53%, and the company said margins expanded across the board; trailing 12-month revenue exceeded $3 billion.
Search-referral traffic declined meaningfully in Q3, with the drop accelerating later in the quarter. In October, referrals fell by more than 1 million per week on average.
Management said current trends could mean total DAUqs decline by a low double-digit percentage in Q4 from the current base of 130 million. Search-referral declines have continued into early Q4.
Logged-in and app DAU grew sequentially; those users account for over 80% of monetization, according to management.
New-user first-week app retention improved double digits quarter-over-quarter and over 50% year-over-year.

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Regeneron Pharmaceuticals, Inc.

REGN Q3 2026

Reported: 2026-11-01

Regeneron shares rose 13.3% after the company reported 36% revenue growth and 70% non-GAAP EPS growth year over year, alongside record sales for Dupixent, EYLEA HD and Libtayo. The call also highlighted potential pipeline catalysts, though the excerpt provides no financial outlook or consensus comparisons to assess.

Key takeaways

Total revenue grew 36% and non-GAAP EPS rose 70% versus the third quarter of 2025, according to management.
Dupixent global sales reached $6.5 billion, up 35% at constant currency; U.S. sales were $5 billion, up 40%, with growth attributed to demand and gross-to-net favorability.
U.S. EYLEA HD sales increased 62% to approximately $700 million, nearly two-thirds of the U.S. retinal franchise; physician unit demand rose 20% sequentially.
Libtayo global sales rose 51% at constant currency to a record $550 million, with U.S. sales up 81% to nearly $400 million.
Pipeline milestones include an expected November FDA decision on cemdisiran for generalized myasthenia gravis and planned initiation next year of a potentially pivotal POTS study, pending regulatory feedback.

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Repsol, S.A.

REP.MC Q3 2026

Reported: 2026-11-01

Repsol’s shares rose 7.7% after earnings, as sharply higher refining margins and strong cash generation drove a substantial year-on-year increase in quarterly profit. The market reaction points to a positive reception for results supported by favorable conditions, though the transcript also highlights volatile markets and inventory-related working-capital needs.

Key takeaways

Third-quarter adjusted net income was **€2.7 billion**, roughly **€2 billion higher** than a year earlier; the Industrial division was the main contributor.
Cash flow from operations reached **€3.5 billion**, up **€2.3 billion year on year**. Cumulative operating cash flow through September was **€6.5 billion**, already above the company’s initial full-year estimate.
The refining margin indicator averaged **$36 per barrel**, up **$22 quarter on quarter** and **$27 year on year**. Brent averaged **$97 per barrel**, down 7% from the prior quarter but up 40% year on year.
Upstream production averaged **574,000 barrels of oil equivalent per day**, up 4% year on year; Pikka contributed around **10,000 net barrels per day** in the quarter.
Net debt fell to **€2 billion**, down **€1.6 billion from June**. Repsol announced a further **€950 million** buyback, taking planned 2026 buybacks to **€1.8 billion** and total shareholder remuneration to **€3 billion**.

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Banco de Sabadell, S.A.

SAB.MC Q3 2026

Reported: 2026-11-01

Sabadell’s shares fell 2.4% after earnings, a roughly flat market reaction. The quarter showed improving revenue and profitability, but the transcript does not identify a clear disappointment or provide enough evidence to attribute the move to a specific driver.

Key takeaways

Net profit was €405 million, almost 13% above the recurrent second-quarter figure; recurrent RoTE rose to 14.2% and reported RoTE was 15.5%.
Net interest income increased 2% quarter on quarter and fees rose 3.7%; costs were broadly stable and provisions decreased 13%.
Performing loans grew 4.4% year to date, with management reiterating its mid-single-digit growth target for the year. Total customer funds increased 2.6% year to date.
The NPL ratio improved to 2.4%, while cost of risk remained at 40 basis points.
Management remains on track for its 14.5% year-end RoTE target and announced an interim cash dividend of €0.07 per share, payable by year-end.

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Starbucks Corporation

SBUX Q4 2026

Reported: 2026-11-01

Starbucks shares fell 1.7% after earnings, a roughly flat reaction. Revenue declined 3.9% year over year in Q4, reflecting the China business transition to a licensed model, while comps and margins improved; the transcript does not identify a specific investor disappointment.

Key takeaways

Q4 net revenue was $9.1 billion, down 3.9% year over year; global comps rose 7.2% and U.S. comps rose 7.7%.
Consolidated operating margin expanded 450 basis points to 14%, and EPS grew about 54% to $0.80.
For fiscal 2026, revenue was $37.9 billion, up 2.1%; operating margin expanded 200 basis points to 11.9%, and EPS grew about 27% to $2.72.
North America company-operated comps grew 7.9%; more than 80% of North America company-operated coffeehouses delivered positive comps, versus less than 50% a year earlier.
Starbucks reported record 90-day active Rewards membership of 36 million and completed more than 1,700 North America coffeehouse uplifts by year-end.

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Shell plc

SHEL Q3 2026

Reported: 2026-11-01

Shell’s shares rose 3.3% after earnings, with investors appearing to respond to $10.8 billion in adjusted earnings and $21 billion in operating cash flow. The company also announced a further $5 billion buyback and reported operational strength in refining and Integrated Gas.

Key takeaways

Shell reported $10.8 billion of adjusted earnings and $21 billion of cash flow from operations.
Cash CapEx guidance for 2026 is now $23 billion–$25 billion, including about $4 billion for the ARC Resources acquisition.
Net debt has fallen by $6 billion since year-end; gearing was 17% at quarter-end, or below 3% excluding leases.
Shell announced a $5 billion buyback, expected to be completed by the Q4 results, and said its dividend per share is up 9% over the last 12 months.
Refining utilization exceeded 100% excluding Rheinland, which was affected by low Rhine water levels; marketing faced a lower-margin environment.

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Shell plc

SHEL.L Q3 2026

Reported: 2026-11-01

Shell delivered $10.8 billion in adjusted earnings and $21 billion in cash flow from operations, alongside portfolio investments and a further $5 billion buyback. The stock rose 2.0%—a roughly flat reaction—so the result is best described neutrally; the transcript provides no explicit explanation for the market move.

Key takeaways

Cash CapEx guidance for 2026 is $23 billion–$25 billion, including about $4 billion for the ARC Resources acquisition.
Net debt has fallen $6 billion since year-end; gearing was 17% at quarter-end, or below 3% excluding leases. ARC added about $6 billion to net debt.
Shell announced a further $5 billion share buyback, expected to be completed by the Q4 results, and said its dividend per share is up 9% over the last 12 months.
Products delivered record results, with refining utilization above 100% excluding Rheinland; marketing performed well despite a lower-margin environment, and Chemicals was free cash flow positive for a second consecutive quarter.
Shell completed the ARC Resources acquisition, contributing 370,000 barrels of oil equivalent per day, and took a final investment decision on LNG Canada Phase 2, which is expected to double facility capacity and add nearly 6 million tonnes per year of LNG volumes.

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Silicon Motion Technology Corporation

SIMO Q3 2026

Reported: 2026-11-01

Silicon Motion shares fell 5.0% after earnings, with the transcript pointing to a cautious demand outlook: management said high memory and storage costs are weighing on consumer device volumes and expects difficult conditions until supply and demand rebalance. That risk tempers the company’s growth claims, which are driven by share gains and enterprise opportunities.

Key takeaways

Q3 revenue was $560 million and gross margin was 53.7%; management said earnings per ADS reached a record for the second consecutive quarter.
The company said it remains on track for record 2026 revenue and over 100% top-line growth, but gave no further outlook figures in the transcript provided.
Management described declining consumer unit volumes as PC and smartphone makers struggle with sharply higher memory and storage costs; it expects conditions to remain difficult until bit supply catches up with demand.
Silicon Motion cited growth in automotive, Edge AI, boot-drive storage and enterprise SSD controllers, including MonTitan. It expects MonTitan revenue to ramp faster with its next-generation PCIe 6 controller, planned for next year.
New NAND fabs are planned for 2028, while makers are adding bits through higher layer counts; management said it does not expect these changes to materially ease the current supply-demand imbalance.

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Stellantis N.V.

STLA Q3 2026

Reported: 2026-11-01

Stellantis shares rose 13.5% after the company reaffirmed its 2026 guidance and 2027 free-cash-flow-positive outlook, alongside year-over-year improvement in reported financial metrics despite lower volume and a difficult European pricing environment. The positive reaction appears to reflect confidence in that outlook and the cost program’s progress; the transcript does not provide a market-expectations comparison.

Key takeaways

Q3 net revenues increased 1% year over year while volume declined 1%; AOI margin improved 50 basis points. Industrial free cash flow remained negative, though it was up €300 million versus last year.
Management reaffirmed 2026 guidance and expects to be free-cash-flow positive in 2027. It said the Value Creation Program is ahead of schedule, with more than 40% of initiatives tied to its €6 billion target expected to be implemented by year-end.
North American production efficiency improved by more than 10 percentage points year over year. Stellantis also reported year-to-date share gains in the region, while the Ram 1500 light-duty pickup grew 73% year over year in the U.S.
Europe remains challenging: management cited Chinese competition and difficult pricing. EU30 passenger-car BEV sales grew 65% year over year, or 93% including Leapmotor.
Regional performance was mixed: South American sales fell 2% year over year including Leapmotor, while Stellantis retained almost 19% market share; Middle East and Africa market share declined 1.5 points, and APAC share declined 0.1 point.

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Strattec Security Corporation

STRT Q1 2027

Reported: 2026-11-01

Strattec shares fell 2.6%, a roughly flat reaction, as first-quarter sales and earnings declined year over year amid lower customer production, currency pressure, and supply-chain costs. Gross margin improved sequentially, but remained lower year over year.

Key takeaways

Sales were $147.2 million, down 3.4% year over year; lower customer production reduced sales by $6.2 million, partly offset by $1.0 million in pricing benefits.
Gross margin was 16.5%, down 80 basis points year over year. Lower volumes, $1.4 million of unfavorable foreign-currency effects, and elevated premium freight and overtime weighed on results.
Gross margin improved 90 basis points sequentially, while adjusted EBITDA rose to $13.5 million from $12.5 million in the fourth quarter.
Operating cash flow was $10.8 million; Strattec ended the quarter with $111.8 million in cash and no debt, after repurchasing about 68,000 shares for $5 million.
New Mexico restructuring actions are expected to generate $1.3 million in annualized savings; the company cited more than $10 million in annualized savings from initiatives launched since fiscal 2025.

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Seagate Technology plc

STX Q1 2027

Reported: 2026-11-01

Seagate’s shares rose 4.5% after earnings, with the quarter’s record margins and $7.68 non-GAAP EPS supporting confidence in its outlook. Management expects sequential revenue growth and gross-margin expansion through fiscal 2027, though nearline shipment growth may vary as new products ramp.

Key takeaways

Revenue grew more than 60% year over year, while non-GAAP EPS nearly tripled to a record $7.68.
Gross and operating margins reached records; free cash flow was nearly $1.5 billion.
Data center and edge IoT revenue rose 18% and 13% sequentially, respectively; data center customers accounted for 90% of shipped capacity.
Seagate shipped a record 198 exabytes of nearline capacity in the September quarter and expects a meaningful step-up in December. The company expects mid-20% compound growth in nearline exabyte supply, while noting quarterly growth may vary.
The vast majority of nearline supply is allocated under long-term agreements through 2028, with some cloud customer agreements extending through 2030. The board also raised the quarterly dividend to $0.76 per share.

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Teradyne, Inc.

TER Q3 2026

Reported: 2026-11-01

Teradyne shares fell 3.2% despite sharply higher quarterly revenue and EPS, as investors may have focused on the timing of future growth: several major customer ramps are not expected until 2027, and the outlook provided here does not include fourth-quarter guidance. The transcript also describes optical interconnect approaches as still in flux, adding uncertainty around that opportunity.

Key takeaways

Q3 revenue topped $1.3 billion, up 70% year over year and flat sequentially; non-GAAP EPS was $2.29, up more than 150%.
AI-related revenue exceeded 60% of total revenue, and all three business groups—Semi Test, Product Test and Robotics—grew year over year.
Customer adoption is at different stages: the first hyperscaler is in mature dual sourcing, while expected capacity buys for another hyperscaler are in the second half of 2027; additional ramps are also expected in 2027.
Teradyne introduced three UltraFLEXplus instruments aimed at next-generation AI and data-centric devices, including products for deeper memory, high-power testing and PCIe Gen6.
Management said NPO and CPO markets could grow strongly from a small base, but customer approaches and test requirements remain in flux.

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Tyler Technologies, Inc.

TYL Q3 2026

Reported: 2026-11-01

Tyler shares rose 3.6% after earnings. The company reported 11% recurring revenue growth, 21.2% SaaS growth and 150 basis points of operating-margin expansion, alongside 14% growth in SaaS bookings.

Key takeaways

Free cash flow reached a quarterly record of $277 million.
Management said public-sector demand and budgets remain supportive, with total SaaS bookings up 14%.
Cloud Living rollouts remain on track for early 2027; management expects migrations to accelerate beginning in 2027.
Tyler reported approximately 300 deals containing AI across its portfolio.
Year to date, the company repurchased approximately 8.5% of shares outstanding, with almost $1.4 billion remaining in its authorization.

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Vista Oil & Gas, S.A.B. de C.V.

VIST Q3 2026

Reported: 2026-11-01

Vista’s shares fell 2.5% after earnings, a roughly flat reaction. Production, revenue and cash flow rose, while lower oil realizations sequentially and higher lifting costs year over year tempered the picture; management also gave no specific forward guidance in the prepared remarks.

Key takeaways

Production averaged 169,000 BOE/day, up 33% year over year and 8% sequentially; oil production was 147,100 barrels/day, up 34% and 9%, respectively.
Revenue was $1.23 billion, up 75% year over year. Realized oil prices were $84.2/barrel, 30% higher year over year but down 6% sequentially.
Adjusted EBITDA rose 78% year over year to $841 million; the 68% margin was up 1 percentage point from a year earlier. Sequential EBITDA growth was 4%, as production gains offset lower oil realizations.
Lifting cost increased 6% year over year to $4.7/BOE, reflecting peso-cost inflation amid flat FX rates. Selling expense declined 14% to $3.6/BOE.
Free cash flow was $334 million; cash stood at $775 million at quarter end. Net leverage fell to 1.12x adjusted EBITDA, or 1.04x pro forma for the acquired asset.

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Ameriprise Financial, Inc.

Andritz AG

Allied Properties Real Estate Investment Trust

ASSA ABLOY AB (publ)

ASE Technology Holding Co., Ltd.

Banco Bilbao Vizcaya Argentaria, S.A.

Bannerman Resources Limited

Banco Santander (Brasil) S.A.

Cboe Global Markets, Inc.

Colgate-Palmolive Company

Columbia Sportswear Company

Canadian Pacific Railway Limited

Brinker International, Inc.

Everest Group Ltd. Common Stock

Endesa, S.A.

Eastman Chemical Company

Exelon Corporation

First Quantum Minerals Ltd.

FMC Corporation

General Dynamics Corporation

GFL Environmental Inc.

Gilead Sciences, Inc.

GlaxoSmithKline plc

ICON Public Limited Company

Indra Sistemas, S.A.

Innovex International, Inc.

Kongsberg Gruppen ASA

Landmark Bancorp, Inc.

MasTec, Inc.

MicroVision, Inc.

Naturgy Energy Group, S.A.

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.

Oxford Square Capital Corp.

Proto Labs, Inc.

Roblox Corporation

Reddit, Inc.

Regeneron Pharmaceuticals, Inc.

Repsol, S.A.

Banco de Sabadell, S.A.

Starbucks Corporation

Shell plc

Shell plc

Silicon Motion Technology Corporation

Stellantis N.V.

Strattec Security Corporation

Seagate Technology plc

Teradyne, Inc.

Tyler Technologies, Inc.

Vista Oil & Gas, S.A.B. de C.V.

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