70

Mitsubishi Heavy Industries, Ltd.

7011.T Q2 2025

Mitsubishi Heavy Industries rose 5.2% after reporting higher order intake and backlog, with management forecasting a ¥1 trillion increase in Energy orders versus its initial outlook. The business-profit outlook remains unchanged, while a ¥30 billion provision for one-time Steam Power expenses weighs on the quarter’s profit comparison.

94

KDDI Corporation

9433.T Q2 2027

KDDI shares fell 4.1% after earnings, with investors likely focused on the outlook: management said operating income should meet its target, but cited Rakuten roaming revenue arriving only in the second half and acknowledged pressure in finance and energy. First-half adjusted operating profit rose 13.9% year over year, though part of Telecom Core’s gain came from cost controls and a change in sales-promotion-cost accounting.

AP

Aperam S.A.

APAM.AS Q3 2026

Aperam shares fell 2.1%, a roughly flat reaction. The call offered a cautious European demand picture: improving PMIs have not yet translated into orders, and the remaining targeted margin benefit from trade measures depends on a demand pickup.

BA

BROOKFIELD ASSET MANAGEMENT INC

BAM Q3 2026

Brookfield Asset Management rose 3.3% after reporting 15% year-over-year growth in both fee-related earnings and distributable earnings. Fundraising and fee-bearing capital also increased, supporting management’s outlook for continued growth.

BO

AirBoss of America Corp.

BOS.TO Q3 2026

AirBoss shares fell 2.9% after the results, a roughly flat reaction. The quarter showed improved margins and a return to profitability, but lower defense deliveries after prior contracts ended and management’s warning of continued volume volatility and dependence on market conditions, funding, and program timing temper the outlook.

CN

Canadian Natural Resources Limited

CNQ.TO Q3 2026

Canadian Natural’s shares were roughly flat, down 1.0% after earnings. The quarter showed higher production and lower net debt, while management’s outlook pointed to a stronger fourth quarter; the transcript does not identify a specific disappointment.

DN

Orsted A/S

DNNGY Q3 2026

Ørsted’s shares rose 3.5% after earnings, as investors appeared to respond positively to the commissioning of 1.6 GW of offshore wind capacity and EBITDA growth of nearly 20% in the first nine months. Management also said its construction portfolio remains on plan and on budget, though higher wind speeds and power prices contributed to the EBITDA increase.

ED

EDP - Energias de Portugal, S.A.

EDP.LS Q3 2026

EDP reported higher earnings for the first nine months of 2026, while the share price rose 1.9% after results—a broadly neutral reaction. Growth across networks, renewables and FlexGen & Clients was partly offset by the absence of detail in the available transcript on the full-year outlook.

EN

Enbridge Inc.

ENB.TO Q3 2026

Enbridge’s shares slipped 0.7% after the earnings call, a broadly flat reaction. Management said the company remains positioned to meet 2026 guidance, while emphasizing growth opportunities and strategic acquisitions; the transcript provides no clear earnings surprise or specific disappointment.

EN

ENGIE SA

ENGI.PA Q3 2026

ENGIE’s nine-month performance was broadly in line with its stated trajectory: EBIT excluding nuclear rose 9.7%, and management expects the upper end of full-year guidance. The shares gained 0.5% after earnings, a roughly flat reaction.

EV

Evergy, Inc.

EVRG Q3 2026

Evergy shares rose 1.4%, a relatively muted reaction to a quarter with higher earnings and raised 2026 guidance. Results benefited in part from warmer weather, while key large-load plans remain subject to execution and, in one case, a transmission study.

FR

Fervo Energy Company Class A common stock

FRVO Q3 2026

Fervo shares rose 26.1% after the company reported its first 33-MW GeoBlock had entered commercial operation ahead of its contractual deadline and highlighted a 396-MW, 15-year Google PPA. The positive reaction appears tied to evidence of execution at utility scale and a large contracted pipeline, though most of the planned Google capacity is not scheduled to come online until 2028.

GP

Global Payments Inc.

GPN Q3 2026

Global Payments’ shares fell 1.2% after earnings, a roughly flat reaction. Revenue growth accelerated sequentially and margins expanded, while the company raised its Worldpay synergy target; the call also emphasized that the combined company’s strategy and future-state technology architecture are still being advanced.

HY

Hyster-Yale Materials Handling, Inc.

HY Q3 2026

Hyster-Yale’s shares rose 2.5%, a roughly flat reaction. The quarter improved sequentially, while management’s outlook points to higher fourth-quarter shipments and a return to positive adjusted net income; conversion timing, tariff costs and competitive pricing remain risks.

IA

International Consolidated Airlines Group, S.A.

IAG.MC Q3 2026

IAG shares rose 5.0% after earnings, with the clearest positive being revenue growth and higher passenger unit revenue despite a sharp fuel-cost headwind. The quarter also showed a material year-on-year decline in operating profit, so the market’s positive reaction came alongside—not in the absence of—earnings pressure.

IN

Innodata Inc.

INOD Q3 2026

Innodata shares fell 4.1% after earnings, likely reflecting concern that a program ending at its traditionally largest customer will reduce Q4 revenue by about $12 million, despite the company raising its 2026 growth outlook. Management expects new programs at that customer to replace the lost revenue by Q1, but that recovery is forward-looking.

IO

Ionis Pharmaceuticals, Inc.

IONS Q3 2026

Ionis shares fell 21.4% after earnings, with the clearest disappointment being TRYNGOLZA’s slower-than-expected launch ramp: the company cut its 2026 revenue guidance for the drug to approximately $50 million. Management cited the time needed to establish a new treatment approach and said it is adjusting launch execution.

IR

IRSA Inversiones y Representaciones Sociedad Anónima

IRS Q1 2027

IRSA’s shares rose 1.5%, a roughly flat reaction. The quarter showed mixed operating trends: mall occupancy and visitor numbers improved, while tenant sales fell in real terms and rental EBITDA declined 2% in pesos.

KK

KKR & Co. Inc.

KKR Q3 2026

KKR reported higher year-over-year earnings and record fee-related earnings, but the shares rose a modest 1.7%, a roughly flat reaction. The quarter also included mixed portfolio performance and insurance earnings that were reduced by actuarial review items.

KT

Kontoor Brands, Inc.

KTB Q3 2026

Kontoor shares fell 3.4% after earnings, signaling investor concern despite management saying the quarter was in line with expectations. The transcript points to a cautious outlook on execution: the promised acceleration and stronger returns are framed as future opportunities, while the Lee divestiture leaves the company focused on delivering growth from Wrangler and Helly Hansen.

LO

Loma Negra Compania Industrial Argentina Sociedad Anonima

LOMA Q3 2026

Loma Negra’s third-quarter results were mixed, and the stock rose 1.9% after earnings. Lower cement volumes and a 6.7% decline in adjusted EBITDA weighed on performance, while September’s industry-demand rebound, improved cement margins and lower net debt were positives.

MN

Monster Beverage Corporation

MNST Q3 2026

Monster Beverage shares fell 4.4% after earnings, suggesting investors focused on concerns beyond the reported sales growth; the transcript points to elevated selling expenses as the company increased marketing investment, while providing no specific forward outlook in the excerpt. Net sales grew 16.7%, but the call’s emphasis on higher spending may have weighed on the market’s assessment of the quarter.

NE

National Energy Services Reunit

NESR Q3 2026

NESR fell 2.1% after earnings, a roughly flat reaction. The transcript highlights regional disruption and future recovery opportunities, but provides limited detail on quarterly financial performance or near-term guidance to explain investor expectations.

NE

Nexi S.p.A.

NEXI.MI Q3 2026

Nexi shares fell 3.1% after earnings, with investors likely focused on modest reported revenue growth and a softer performance in Issuing and Digital Banking Solutions despite Q3 acceleration. Management confirmed guidance, but revenue was up just 1.1% for the first nine months and EBITDA grew 0.3%.

NR

NRG Energy, Inc.

NRG Q3 2026

NRG shares rose 10.3% after earnings, with the clearest positive catalyst being the $4 billion sale of select generation assets and plans to return more capital to shareholders. Management also reaffirmed its 2026 financial guidance and said the Texas data center project remains on track for an announcement by year-end.

OK

Oklo Inc.

OKLO Q3 2026

Oklo shares rose 39.8% after the earnings release. The call emphasized execution progress across reactor construction, fuel capabilities and isotope projects, alongside new federal pathways that management sees as supportive of future deployments.

OR

Orsted A/S

ORSTED.CO Q3 2026

Ørsted shares rose 4.7% after earnings, with investors likely responding to progress commissioning 1.6 GW of offshore wind and nine-month EBITDA growth. The update also flagged a higher employee-related injury rate and attributed EBITDA growth partly to favorable wind speeds and higher power prices.

PH

Parker-Hannifin Corporation

PH Q1 2027

Parker Hannifin shares fell 2.0% after earnings, a roughly flat reaction despite record quarterly sales, margins, and EPS. The transcript does not identify a specific disappointment; management raised full-year guidance, while the market response suggests investors were not strongly impressed by the results.

SO

Solventum Corporation

SOLV Q3 2026

Solventum rose 3.7% after earnings, as management reported Q3 organic growth and EPS above its plan despite the ERP cutover. The reaction appears to reflect confidence in execution and the separation milestone, though the call did not provide specific growth or EPS figures.

SP

Sphere Entertainment Co.

SPHR Q1 2027

Sphere Entertainment shares rose 3.2% after earnings, with investors likely responding to Sphere’s revenue and AOI growth and continued progress on expansion and content. MSG Networks remained a clear offset, with lower subscribers, revenue and AOI.

T.

TELUS Corporation

T.TO Q3 2026

TELUS fell 4.5% after earnings, as investors appeared to focus on the scale of the financial reset and the work still required to restore returns: management is targeting leverage of 3x or lower by the end of 2028 and $900 million in annualized cash savings exiting 2028. The dividend payout reset, acquisition moratorium and asset monetization plans underscore pressure to strengthen the balance sheet.

TA

Tata Steel Limited

TATASTEEL.NS Q2 2027

Tata Steel shares slipped 0.8% after the earnings call, a roughly flat reaction. The quarter showed improving consolidated margins, but significant input-cost inflation and ongoing volume and market-access challenges in Europe remain important risks.

TB

TBC Bank Group PLC

TBCG.L Q3 2026

TPC’s shares rose 11.8% after earnings, with investors responding to record quarterly net profit, double-digit top-line growth and continued loan growth, alongside capital returns. Performance was led by Georgia; Uzbekistan’s loan book returned to quarterly growth but remains in portfolio recalibration.

TG

TG Therapeutics, Inc.

TGTX Q3 2026

TG Therapeutics raised 2026 global revenue guidance to $1 billion after reporting about $260 million in third-quarter revenue, including $233 million in U.S. BRIUMVI net revenue. The shares rose 5.9% after earnings.

TI

Millicom International Cellular S.A.

TIGO Q3 2026

Millicom shares rose 8.0% after earnings, with the quarter’s 7.7% organic EBITDA growth and 27% increase in equity free cash flow likely driving the positive reaction. The results included a sequential loss of 86,000 Home customers, partly linked to Colombia’s earthquake and the company’s pricing approach.

TN

Tonix Pharmaceuticals Holding Corp.

TNXP Q3 2026

Tonix shares fell 5.3% after earnings, suggesting investors were not reassured by early launch momentum. While TONMYA sales grew, the launch remains in an early stage, and the transcript points to gross-to-net fluctuations and a newly filed generic challenge as key risks.

TS

TSS, Inc.

TSSI Q3 2026

Shares rose 12.6% after TSS reported 20% revenue growth and record Systems Integration revenue, with the higher-margin business contributing to a sharp increase in adjusted EBITDA. Management also pointed to further Systems Integration growth in Q4 and into 2027, though it noted variable customer order timing and did not provide a full-company outlook in the available transcript.

VF

Village Farms International, Inc.

VFF Q3 2026

The stock fell 1.4% after earnings, a roughly flat reaction. Results included record cannabis revenue and higher sequential EBITDA, while Canadian branded growth remained below the company’s mid-single-digit target and gross margins faced pressure from weaker trim pricing.

WP

Wheaton Precious Metals Corp.

WPM Q3 2026

Shares rose 8.7% after Wheaton reported third-quarter production up 13% year over year and said it remained on track to meet 2026 production guidance. The quarter also added visibility to future growth, with several development assets advancing into production or construction.

WY

Wynn Resorts, Limited

WYNN Q3 2026

Wynn Resorts shares rose 4.8% after earnings. Las Vegas demand indicators and October trends, alongside healthy near-term booking commentary, appear to have outweighed a mixed quarter that included a summer headwind, unfavorable hold in Las Vegas, and softness in Macau late in the quarter.