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Earnings Recaps

Browse reported earnings of the most popular stocks

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48 companies Today

Archer Aviation Inc. Class A Common Stock

ACHR Q3 2026

Reported: 2026-11-12

Shares fell 2.1% after earnings, a roughly flat reaction. Archer highlighted progress toward city operations and FAA certification, but the transcript also shows type certification remains in its final implementation phase and piloted transition is still in progress.

Key takeaways

Midnight received an FAA market survey special airworthiness certificate, allowing Archer to begin operations in Los Angeles and progress toward passenger-carrying operations ahead of type certification.
Archer said it expects the Los Angeles no-roads tour to begin in the coming weeks; the company plans to progress from piloted CTOL to VTOL and then pilot-plus-passenger operations with FAA coordination.
Type certification is in the FAA’s fourth and final phase. Systems and equipment testing is underway, with compliance approvals still in progress.
Piloted transition flights are getting faster, and Archer said it is closing in on completing that milestone by year-end.
Three additional Midnight aircraft are in final assembly for flight testing; Archer also said one governmental or third-party approval remains for its pending Wisk acquisition.

Amprius Technologies, Inc.

AMPX Q3 2026

Reported: 2026-11-12

Amprius shares fell 6.8% after earnings, despite higher revenue and a raised full-year target; the likely concern is that the increase was modest relative to the reported growth, while much of the capacity expansion remains prospective, with the new U.S. line not expected to be complete until early 2028. The transcript does not provide enough information to identify a specific financial miss.

Key takeaways

Q3 revenue was $39.1 million, up 83% year over year and 15% sequentially.
Management raised its 2026 revenue target to $145 million from at least $140 million, citing a growing order book and expanded contract manufacturing relationships.
North America revenue was 2.3 times last year’s level and 31% of Q3 revenue, versus 19% in Q2; Europe remained the largest market at nearly 60%.
A $75 million U.S. government contract includes $22.3 million obligated; the production-line conversion is expected to cost about $100 million and be completed in early 2028, with capacity for 12 million pouch cells annually.
Amprius plans to ship its new SiCore 500 cells to HAPS companies in Q4 and began shipping SiCore cells to a European maker of deep-sea autonomous vehicles.

Barrick Mining Corporation

B Q3 2026

Reported: 2026-11-12

Shares fell 2.1% after earnings, a roughly flat reaction. The quarter included higher gold production and solid cash generation, while weather disruptions persisted into early Q4 and copper costs are expected near the top of the full-year range.

Key takeaways

Gold production was 816,000 ounces, higher than last quarter; management said it remains on track for full-year production guidance.
Adjusted net earnings were $0.82 per share, up 41% year over year; adjusted EBITDA was $3.5 billion and free cash flow was $1.2 billion.
Weather disruptions at Veladero and Porgera continued into early Q4, with storms and water shortages affecting operations.
Copper production was 50,000 tons. Full-year copper costs are expected around the top end of the guidance range, citing diesel, currency, royalties and waste stripping.
Lumwana’s expansion remains on track for first copper at the end of Q1 2028, with total expected project capital of $2 billion.

B&G Foods, Inc.

BGS Q3 2026

Reported: 2026-11-12

B&G Foods’ shares jumped 38.0% after earnings, as the company reported 5% third-quarter base-business sales growth and raised its full-year sales and adjusted EBITDA guidance. The growth was primarily volume-driven, though year-to-date base-business sales growth remained more modest at 1.8%.

Key takeaways

Third-quarter base-business net sales grew approximately 5%; year-to-date growth was 1.8%.
Management said third-quarter sales growth was primarily driven by volume.
Year-to-date adjusted EBITDA increased $12.4 million, or 6.6%.
The company raised full-year guidance for net sales and adjusted EBITDA, citing continued sales momentum entering the fourth quarter.

Bakkt Holdings Inc. Class A Common Stock

BKKT Q3 2026

Reported: 2026-11-12

Bakkt shares fell 10.3% after the company reported lower third-quarter transaction volume and reiterated a full-year target that requires a steep fourth-quarter ramp. The key risk is execution: the expected institutional and cross-border flows were still in integration, and management said launch timing and subsequent client activity are critical.

Key takeaways

Third-quarter total transacting volume was $147.9 million, down from $168.8 million in the second quarter; management attributed the decline to lower trading activity and expected client flows not yet being live.
Year-to-date volume was $557.9 million. Reaching the reiterated approximately $3 billion full-year target implies about $2.44 billion in the fourth quarter.
Bakkt set a target of approximately $6 billion in total transacting volume for the first half of 2027, dependent on further launches and sustained client activity.
Monthly active users on payment rails were 9,760 in September, the first month reported. Strategic asset value was approximately $145 million at September 30, up from $119 million at June 30.
Management expects more balanced on- and off-ramp flows to improve liquidity utilization and transaction margins as the platform scales, but provided no quantified margin outlook in the excerpt.

Bitdeer Technologies Group Class A Ordinary Shares

BTDR Q3 2026

Reported: 2026-11-12

Bitdeer’s shares rose 6.4% after earnings, with investors responding to sharply higher revenue and expanding contracted AI demand. The upside was tempered by AI cloud’s modest 15% gross margin and the fact that Bitcoin mining still provides most near-term revenue.

Key takeaways

Revenue increased 89% year over year to $321 million; gross profit turned positive, and adjusted EBITDA more than doubled quarter over quarter.
AI cloud revenue reached $20.4 million, up 46% sequentially and more than 11 times the year-ago quarter. The business had 4,330 GPUs deployed at approximately 95% utilization and generated $3.1 million of gross profit, a roughly 15% margin.
AI cloud ARR was approximately $86 million at September-end. Management cited about $2.9 billion of AI cloud backlog and roughly $4.7 billion of expected revenue from the base term of the Tydal lease.
Malaysia commitments include more than $800 million of expected five-year revenue at sold-out A102 and over $1.7 billion at A201, where more than 70% of capacity is contracted.
Tydal phase 1 remains on schedule for year-end delivery, while Bitcoin mining continues to account for most near-term revenue.

Capricor Therapeutics, Inc.

CAPR Q3 2026

Reported: 2026-11-12

Capricorn Therapeutics shares rose 26.5% after the earnings call, as investors responded to the company’s account of positive HOPE-3 efficacy data and its view that the FDA review is nearing completion. The BLA remains under review, with the agency’s target action date extended to November 22.

Key takeaways

Capricorn said HOPE-3 met its primary endpoint: the 1-year difference on the Performance of the Upper Limb 2.0 was 1.1 points versus placebo (p=0.029), which management characterized as clinically meaningful.
In the 24-month open-label extension, patients who switched from placebo to deramiocel saw their annual decline slow from about 2 points to about 0.5 points; the company described these results as supportive but noted they are descriptive.
Cardiac results were mixed: deramiocel slowed progression of heart muscle scarring, while the overall ejection-fraction difference versus placebo was not statistically significant. In the prespecified subgroup with existing cardiomyopathy, ejection fraction improved by approximately 2.8 percentage points relative to placebo.
The FDA is reviewing an August BLA amendment that included 24-month HOPE-3 data and additional analyses. Capricorn said all requested information has been submitted; the review is ongoing.
Management said the proposed refined indication focuses on treatment of upper-limb impairment in patients older than 9 years.

Constellation Energy Corporation

CEG Q3 2026

Reported: 2026-11-12

Constellation beat with third-quarter adjusted operating earnings of $5.06 per share and raised full-year guidance to $12.50–$12.80 per share; shares rose 10.5% after earnings. The company also announced long-term nuclear agreements that extend earnings visibility and support planned new capacity.

Key takeaways

Third-quarter earnings were $5.19 per share on a GAAP basis and $5.06 per share on an adjusted operating basis.
Full-year adjusted operating earnings guidance was raised and narrowed to $12.50–$12.80 per share; the low end equals the high end of the prior range.
Constellation said it had contracted more than 8,500 megawatts year-to-date under agreements extending into the 2040s, including deals supporting existing plants and new nuclear capacity.
Three additional long-term agreements signed since the prior quarter total about 4,560 megawatts, including roughly 1,100 megawatts for new capacity through uprates.
The nuclear fleet’s capacity factor exceeded 99% across the summer months, when PJM set peak-load records.

Coherus BioSciences, Inc.

CHRS Q3 2026

Reported: 2026-11-12

Coherus shares fell 21.6% after earnings, as investors appear to have focused on the company’s need to sharply reduce costs and its reliance on growing LOQTORZI revenue to cover core cash burn. Management plans a 30% headcount reduction and narrowed tagmokitug development to esophageal cancer, but the transcript does not provide evidence that LOQTORZI has yet reached the revenue level needed to support the business.

Key takeaways

Coherus expects rightsizing and other cost reductions to save $6 million–$7 million per quarter, lowering the LOQTORZI revenue needed to cover core cash burn from $30 million–$35 million to $25 million–$30 million per quarter.
The company plans to cut headcount by 30% and focus tagmokitug development on first- and second-line esophageal cancer, after exploring multiple cancer types and more than 120 patients.
Management cited interim tagmokitug data in combination with toripalimab as support for seeking ex-U.S. partners; it is engaging a financial adviser to conduct the partnering process.
LOQTORZI’s share of the nasopharyngeal cancer market is about 20%–22%, while roughly 30% of patients still receive chemotherapy alone, which management sees as a growth opportunity.
Management said the U.S. manufacturing process transfer for toripalimab was completed in Q3 2026; the FDA action date for the drug-product portion of the application is November 30.

Delcath Systems, Inc.

DCTH Q3 2026

Reported: 2026-11-12

Delcath’s shares rose 35.8% after a record $35.1 million in third-quarter revenue, up 71% year over year, alongside positive operating cash flow. HEPZATO volume growth and improving profitability were the clearest positives, while slower-than-expected breast cancer trial enrollment remains a development risk.

Key takeaways

Total revenue was $35.1 million versus $20.6 million a year earlier; HEPZATO revenue was $32.7 million, with volume up 72% year over year and 19% sequentially.
Gross margin expanded to 89% from 87%. Net income was $7.0 million versus $0.8 million, and adjusted EBITDA rose to $11.5 million from $5.3 million.
The company reported positive operating cash flow and 33 active U.S. treatment centers; it expects at least 36 by year-end.
Breast cancer trial enrollment is slower than initially anticipated, and the company cannot yet provide a timing estimate for interim analysis. The colorectal trial remains on pace for an interim analysis in mid-2027.
Delcath plans an IND submission for cholangiocarcinoma in early 2027 and, pending FDA agreement, aims to begin preclinical development of an oxaliplatin-based PHP program by mid-2027.

Mind Medicine (MindMed) Inc.

DFTX Q3 2026

Reported: 2026-11-12

Definium shares fell 2.1% after the earnings call, a roughly flat reaction. The update included positive Phase 3 findings and regulatory progress, but the next major MDD readout remains ahead: ASCEND top-line data are expected in 2027.

Key takeaways

In VOYAGE, a single 100-microgram dose produced a 5.4-point placebo-adjusted improvement on the HAM-A at week 12 (p<0.0001); the 214-participant study met its primary and all key secondary endpoints.
In PANORAMA, the same dose produced a 5.1-point placebo-adjusted HAM-A improvement at week 12 (p<0.0001); the 245-participant study also met its primary and all key secondary endpoints.
Management said DT-120 was generally well tolerated in the completed double-blind phases of three studies, with no drug-related serious adverse events or suicidality signal; dosing sessions averaged about six hours.
The company is targeting an NDA filing in the first half of 2027. ASCEND, its second Phase 3 MDD study, is enrolling, with top-line data expected in 2027.
DT-120 has received two FDA breakthrough therapy designations, for GAD and MDD; the company also reported encouraging initial DT-402 signals in an open-label Phase 2a study in adults with autism spectrum disorder.

Draganfly Inc. Common Shares

DPRO Q3 2026

Reported: 2026-11-12

Draganfly shares fell 10.4% after earnings, as investors focused on slightly lower revenue and sharply squeezed gross margin: Q3 revenue declined year over year, while gross margin was 6.3%. Management highlighted defense opportunities and certifications, but the transcript provides no quantified outlook to offset the weak quarter’s financial signals.

Key takeaways

Q3 revenue was CAD 2.05 million, a slight decrease from the prior year.
Gross profit was CAD 128,000, with gross margin of 6.3%; management said margin was squeezed.
Cash balance was over CAD 128 million.
The company said Canada selected its low-cost tactical ISR drones for an order of up to 5,000 units, valued at CAD 25 million; the first 100 drones are to be delivered for training and testing, with subsequent orders dependent on demand.
Draganfly received FAA 44807 clearance for its Heavy Lift drone to fly BVLOS over highways and people, and qualified in all five categories of Canada’s RFSA.

Viant Technology Inc.

DSP Q3 2026

Reported: 2026-11-12

Viant shares fell 12.2% after earnings, despite Q3 results above the company’s guidance ranges. The likely disappointment is the cautious outlook: Q4 contribution ex-TAC guidance implies a sharp sequential slowdown from Q3, with the midpoint indicating roughly 8% quarter-over-quarter growth versus 27% year-over-year growth in Q3.

Key takeaways

Q3 revenue rose 29% year over year, above the midpoint of guidance; contribution ex-TAC increased 27%, above the high end.
Adjusted EBITDA grew 24% to $19.8 million, also above the high end of guidance.
CTV advertiser spend increased nearly 40% year over year, and management cited growth across most verticals.
Q4 guidance calls for contribution ex-TAC of $76.5 million to $78.5 million and adjusted EBITDA of $12.5 million to $14.5 million; the contribution ex-TAC midpoint is below Q3’s $72.9 million only modestly, but signals slower sequential growth than Q3’s year-over-year pace.
Viant closed its acquisition of Waymark, a generative AI video-creative platform focused on CTV; management described potential benefits, but did not quantify its expected financial contribution.

Elmet Group Co.

ELMT Q3 2026

Reported: 2026-11-12

Elmet shares fell 11.9% after earnings. The transcript reports sharp revenue and adjusted EBITDA growth, but most revenue growth came from higher tungsten and molybdenum prices rather than demand, while the provided remarks do not include a forward outlook to reassure investors about the growth trajectory.

Key takeaways

Q3 revenue rose 55.6% year over year to $79.6 million from $51.1 million; management attributed approximately 70% of the increase to higher raw-material prices and 30% to increased demand.
Adjusted EBITDA increased approximately 130% to $17 million from $7.4 million.
The Department of War committed $450 million to expand U.S. tungsten processing and manufacturing, beginning with a $200 million draw at closing; the investment includes redeemable preferred equity and warrants for up to 19.9% of common stock on a post-exercise basis.
Elmet announced a $2 billion framework with the Defense Logistics Agency, with initial purchase orders of $162 million.
The company is adding a tungsten refining and trading division and agreed to acquire OSRAM’s metal production operations in Germany.

Embraer S.A.

EMBJ Q3 2026

Reported: 2026-11-12

Embraer’s shares rose 7.0% after the company reported record third-quarter revenue and raised its 2026 revenue and free-cash-flow guidance. The unchanged adjusted EBIT margin outlook and lower year-over-year net income temper the upbeat headline.

Key takeaways

Revenue increased 17% year over year to $2.35 billion; adjusted EBIT margin was 10.9%, versus 8.6% a year earlier (9.4% excluding U.S. import tariffs).
Embraer raised 2026 revenue guidance to $8.4–$8.6 billion and said it was also increasing free-cash-flow guidance; adjusted EBIT margin guidance remains 10%–10.6%. The transcript cuts off before the revised free-cash-flow range.
Backlog reached a record $35.7 billion, up 14% year over year. Defense & Security led growth at 56%, while Commercial Aviation backlog rose 4%.
Adjusted net income fell to $74 million from a 4.2% margin a year earlier to 3.1%, mainly reflecting higher financial expenses and taxes.
Fourth-quarter Commercial Aviation margins are expected to be broadly in line with last year’s average; Defense EBIT margins are not expected to match the strong second- and third-quarter levels.

Evolution Petroleum Corporation

EPM Q1 2027

Reported: 2026-11-12

Evolution Petroleum’s shares fell 3.6% after earnings, with the transcript pointing to a quarterly net loss and continued focus on paying down debt as likely concerns. Management highlighted improving royalty production and acquisition contributions, but provided no clear near-term outlook beyond expected production additions in the second quarter.

Key takeaways

Revenue was up 6% year over year, and adjusted EBITDA increased from the prior quarter; production was slightly higher than in the fourth quarter.
The company reported a net loss, which management attributed largely to hedging losses, most of them non-cash.
Permian production averaged approximately 218 BOE/day from the August 20 acquisition effective date through September, above the company’s expected 200–210 BOE/day. The rate excludes roughly six wells known to be online.
Haynesville and Bossier royalty production grew approximately 92% from the fourth quarter as operators brought new wells online.
After quarter-end, Evolution farmed out Williston Basin acreage for approximately $2.5 million, retaining a 0.025% overriding royalty interest; proceeds are intended to reduce revolver borrowings.

eToro Group Ltd.

ETOR Q3 2026

Reported: 2026-11-12

eToro’s shares fell 1.4% after earnings, a roughly flat reaction. The quarter showed record equity assets, but lower market volatility weighed on trading activity; management also described the pickup in November as preliminary.

Key takeaways

Funded accounts increased 18% year over year to 4.39 million, while equity assets under administration rose 24% to a record $115 billion.
Management said lower volatility across equities, commodities, and crypto softened Q3 trading activity after a strong first half.
eToro reported that nearly a quarter of daily 24/5 trading volume occurs outside traditional market hours; broader 24/7 trading is planned for next year.
The company launched eToro Edge and expanded AI tools and connectors; usage of APIs and agentic trading users rose 250% quarter over quarter.
Management said November had so far brought a pickup in equity activity versus October, driven by higher volatility.

Endeavour Silver Corp.

EXK Q3 2026

Reported: 2026-11-12

Endeavour Silver fell 2.6% after earnings. The quarter’s higher production and cash flow came alongside a cut to 2026 production guidance, with Guanaceví’s below-plan silver grades and operational disruptions weighing on the outlook.

Key takeaways

Revised 2026 guidance to 7.8–8.1 million ounces of silver and 42,000–43,500 ounces of gold, or 13.7–14.3 million silver-equivalent ounces.
Q3 production was 2 million ounces of silver and 10,000 ounces of gold; revenue rose 29% year over year to $185 million, and mine operating cash flow before taxes increased 139% to $95 million.
Guanaceví silver grades were below plan through the year. A trunnion issue also reduced capacity for the quarter’s final nine days; management hopes to recover that production in Q4.
Terronera was suspended for 12 days in August. Its direct operating cost per tonne fell to $156 in Q3 from $195 in Q1, while consolidated cost guidance was revised to $155–$165 per tonne.
Cash costs were $16.55 per payable silver ounce and all-in sustaining costs were $29.54, down 9% and 3% year over year, respectively. The company ended September with $288 million in cash.

Fold Holdings Inc

FLD Q3 2026

Reported: 2026-11-12

Fold shares fell 8.5% after earnings, with the transcript pointing to a soft retail Bitcoin market as the clearest near-term headwind. Management highlighted new balance products and higher custody and trading revenue, but emphasized a strategic shift toward gathering deposits and acknowledged that credit-card growth remains constrained without a credit facility.

Key takeaways

Fold launched Lead Bank spending accounts and Fold Reserve; thousands of customers activated the products, and Reserve customers hold several times the balance of a typical Fold user.
Management said it will prioritize balance growth over transaction growth, citing deposits and balances as a higher-margin opportunity.
Custody and trading revenue increased 270% year over year, with TikTok becoming Fold’s top customer-acquisition channel during the quarter.
Fold reached 2,500 credit-card holders, its stated target until it secures a credit facility; discussions with potential partners are ongoing.
Management said the retail Bitcoin market remained soft despite a meaningful Bitcoin price recovery, citing election uncertainty and industry hacking incidents.

Firefly Aerospace, Inc.

FLY Q3 2026

Reported: 2026-11-12

Firefly’s shares rose 12.3% after earnings. The call’s clearest positive was a nondilutive, more-than-$1.3 billion AST SpaceMobile agreement, though revenue is expected to ramp gradually, with engine deliveries beginning in year two and significant investment required.

Key takeaways

The AST agreement is valued at more than $1.3 billion: approximately $800 million for engine IP licenses, $250 million for support services, and $250 million for engines supporting AST’s first three flights.
Firefly will build, test, and deliver 27 Miranda first-stage engines and nine Vira upper-stage engines; it retains ownership of the engine IP while licensing the technology to AST.
Revenue from the program is expected to start in earnest next year and ramp gradually. Engine deliveries begin in year two, with revenue expected to increase then and continue ramping through year three.
Firefly expects substantial R&D, capital expenditure, and infrastructure investment tied to the agreement; management says the IP and support-services revenue will steadily expand gross margin.
The transcript emphasizes that the partnership is intended to complement Firefly’s existing launch business, including Alpha and Eclipse, rather than replace it.

Freehold Royalties Ltd.

FRHLF Q3 2026

Reported: 2026-11-12

Freehold’s shares rose 5.0% after earnings, with investors responding to unchanged quarter-over-quarter revenue of CAD 100 million despite lower benchmark WTI prices and rising drilling activity. The main growth opportunity is still ahead: increased U.S. activity is expected to flow into production in 2027, while the new Duvernay investment is tied to development milestones.

Key takeaways

Production averaged 15,758 BOE per day, with a 65% liquids weighting; production grew sequentially through the year.
Gross drilling reached 412 wells, up 46% year over year, while net wells increased about 8%. In the Permian, drilling on Freehold’s lands rose 70% from Q1, versus 5% basin-wide.
Revenue was CAD 100 million, unchanged from Q2 despite lower benchmark WTI prices. Realized pricing was nearly CAD 67 per BOE, supported by U.S. realizations and more than CAD 3 million in bonus and lease rental revenue.
The production benefit from higher U.S. drilling may take time to appear because of longer well completion and tie-in cycles; management expects activity to show up in production into 2027.
Freehold announced a 3% gross overriding royalty across 179 Duvernay sections. The initial CAD 20 million investment is due at closing in Q4, with further funding tied to milestones through 2028.

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GILT Q3 2026

Reported: 2026-11-12

Gilat’s shares fell 20.6% after earnings, with the key disappointment likely its lower revenue outlook as commercial customer orders and deployments shift into 2027 and beyond. Management reduced full-year revenue guidance to $455 million–$475 million, despite maintaining a narrower adjusted EBITDA outlook.

Key takeaways

Q3 revenue was $116.2 million, down from $117.7 million a year earlier; adjusted EBITDA rose 13% to $17.6 million.
Commercial revenue declined to $69.7 million from $73 million, reflecting lower amplifier deliveries to certain LEO customers and delays in customer programs.
Management cited longer decision cycles and satellite launch constraints in traditional markets, delayed IFC orders and installations, and a Peru agreement signed later than expected; related revenue is now expected in 2027.
Defense revenue grew 53% year over year and exceeded management’s expectations. The segment secured awards of more than $32 million for DKET systems and more than $8 million for field services and upgrades.
Full-year adjusted EBITDA guidance was narrowed to $61 million–$63 million. The pending Comtech Satellite and Space acquisition is expected to add more than $180 million in revenue and more than $80 million in adjusted EBITDA, subject to approvals and closing conditions.

Hannover Ruck SE

HNR1.DE Q3 2026

Reported: 2026-11-12

Hannover Re’s first-nine-month results were solid but the share reaction was muted, up 1.0%. Strong profitability and investment returns were tempered by intensified P&C competition, currency-affected reported growth and a lower-than-average Q3 contribution to solvency.

Key takeaways

Group net income was EUR 2.1 billion; management said it was on track to meet its full-year target.
P&C’s combined ratio was 83.7%, below the target ceiling of 87%; large losses were EUR 470 million below budget, with the full budget booked and reserve resiliency increased.
Management said P&C competition had intensified as loss conditions remained benign and reinsurance capacity increased. Reported top-line growth was affected by currency, lower structured reinsurance volumes and commissions, though traditional-business momentum improved in Q3.
Life & Health new-business CSM was EUR 503 million and the reinsurance service result was EUR 717 million; management said it was on track to achieve its full-year target.
Investment return was 3.7%, above the 3.5% target. The solvency ratio was 242%, after capital requirements rose around EUR 1 billion in the first nine months; Q3 operating changes reduced the ratio by 7.5 percentage points.

Infineon Technologies AG

IFNNY Q4 2026

Reported: 2026-11-12

Infineon’s shares rose 3.6% after the company forecast fiscal 2027 revenue of around €20 billion and a segment margin in the mid-20s, following 12% revenue growth and improving profitability in fiscal 2026. The outlook points to growth accelerating, though it also comes with planned fab investment of €3–3.5 billion.

Key takeaways

Fiscal 2026 revenue was €16.353 billion, up around 12% year on year, or 15% at constant exchange rates; the fourth quarter was the strongest of the year.
The segment result margin improved to 19.7% from 17.5% in the prior year.
Adjusted free cash flow was €1.9 billion, equal to 11.8% of revenue; the figure excludes acquisitions and investment in large front-end buildings.
For fiscal 2027, Infineon expects revenue of around €20 billion, more than 20% higher year on year, and a segment result margin in the mid-20s percentage range.
Planned fiscal 2027 investment includes €3–3.5 billion in fabs and around €2.8 billion in research and development.

Medios AG

ILM1.DE Q3 2026

Reported: 2026-11-12

Medios fell 0.4% after the earnings update, a roughly flat reaction to nine-month revenue growth of 6.7% and confirmed 2026 guidance. The picture is mixed: pricing pressure and higher international material costs weighed on profitability, with EBITDA pre margin down to 4.1% from 4.6% a year earlier.

Key takeaways

Nine-month revenue was EUR 1.633 billion, up 6.7% year over year; all three segments contributed to growth.
EBITDA pre was EUR 66.7 million, and the company said it remained within expectations. EPS was EUR 1.35.
Pharmaceutical supply revenue grew 6.8%, but pricing pressure reduced its margin; international business also faced lower margins and temporarily higher material costs.
Patient-specific therapies revenue grew 8.4%; management said the German segment’s EBITDA pre margin returned to double digits.
Management confirmed adjusted 2026 guidance, saying efficiency measures are expected to offset the Hilfstaxe impact in Q4.

Gladstone Land Corporation

LAND Q3 2026

Reported: 2026-11-12

Gladstone Land’s shares rose 7.0% after earnings, with investors seemingly responding to stronger-than-expected 2025 almond and pistachio harvests and sharply higher expected pistachio pricing. The outlook remains uncertain: lower 2026 crop yields may weigh on 2027 earnings, and management expects a smaller earnings pattern next year.

Key takeaways

Management said 2025 almond and pistachio harvest results generally exceeded expectations; final pricing for the 2025 pistachio crop is expected to be at least 21% above 2024.
Initial pricing for the 2026 pistachio crop was announced at 67% above the initial 2025 price, but yields are significantly lower, and higher prices may not fully offset the shortfall.
The adviser waived its third-quarter incentive fee amid uncertainty around the 2026 crop’s impact on 2027 earnings; management said preserving the dividend remains a priority.
Seven leases representing about 6.8% of year-to-date 2026 lease revenue expire over the next six months; the company is discussing renewals with existing and prospective tenants.
Two properties are under contract for sale for about $30 million total. Management said most proceeds would likely go toward debt reduction and preferred-stock buybacks; two solar-option agreements cover up to 5,600 California acres.

Lithium Argentina AG

LAR Q3 2026

Reported: 2026-11-12

Lithium Argentina shares fell 11.3% after earnings, despite higher quarterly revenue and EBITDA. The transcript points to cautious near-term lithium-market sentiment and a growth plan still dependent on permits, approvals and project economics; it does not identify a specific quarterly operating miss.

Key takeaways

Cauchari-Olaroz operated at about 95% of design capacity; year-to-date production was 28,490 tonnes, with management expecting to reach the midpoint of its 35,000–40,000-tonne full-year guidance.
Realized lithium prices declined about 10% quarter over quarter, but sales volumes rose 18%; revenue increased 6% to $184 million and adjusted EBITDA rose to $113 million from $110 million.
Cash operating costs were approximately $5,800 per tonne in the quarter, and the operation generated $92 million in free cash flow from operations. It distributed $100 million to joint venture partners.
Stage 2’s scoping study describes a 45,000-tonne expansion, with estimated initial capital of about $1 billion. The proposed initial 10,000-tonne modular DLE phase targets 2028 production, subject to permits and approvals.
Management said near-term market sentiment remains cautious and views on the timing of a lithium-price recovery are divided; it plans to phase growth investment based on project economics rather than assume a near-term recovery.

Liquidia Corporation

LQDA Q3 2026

Reported: 2026-11-12

Liquidia’s shares rose 7.4% after earnings, as investors appeared to reward 31% third-quarter net product sales growth and signs that YUTREPIA shipments reached a launch high in October despite litigation-related uncertainty. The outlook remains dependent on referrals recovering from October’s pause; management described October as a floor, but that recovery has yet to be demonstrated.

Key takeaways

Third-quarter net product sales grew 31% to $222.7 million; management said YUTREPIA had recorded five consecutive quarters of growth in prescriptions, revenue and adjusted EBITDA.
In October, the first full month after the ruling, monthly shipments to patients reached their highest level since launch. Daily referrals were more than 75% of the Q3 rate, while conversion rates remained above 87%.
PAH accounted for more than 60% of prescriptions from launch through September and over 70% in September. Liquidia reported approximately 1,300 prescribers; 60% had written for at least two patients.
Litigation-related uncertainty weighed on referrals at some centers. Management expects referrals to recover, but that expectation is not yet established by October’s referral rate.
The pipeline adds longer-term milestones: RE-WARM enrollment is expected to complete in the first half of 2027; L606’s pivotal PH-ILD study is expected to complete enrollment in 2028, with data from its pivotal studies intended to support an NDA submission in 2029.

Mercury Systems, Inc.

MRCY Q1 2027

Reported: 2026-11-12

Mercury’s shares rose 5.7% after the company reported record Q1 bookings and revenue and raised its FY27 outlook. The transcript also points to improving production execution and defense-program demand, though free cash flow remained negative.

Key takeaways

Bookings were a record $370 million, up 48% year over year, with a 1.46 book-to-bill; total backlog reached a record $2.1 billion.
Revenue was a record $253 million, up 12.4% organically year over year. Adjusted EBITDA was $56 million, up 58.6%, with a 22.3% margin.
The company raised its FY27 outlook after Q1 organic growth came in above its prior expectation; the transcript excerpt does not provide the revised outlook figures.
Free cash outflow was $24 million, which management described as better than expected. Net debt ended the quarter at $232 million, down 19.2% year over year.
Bookings strength spanned effectors, radar and electronic warfare, including a significant advanced-weapons production award and a competitive F-35 program win.

McEwen Mining Inc.

MUX Q3 2026

Reported: 2026-11-12

The stock fell 21.6% after a quarter management called “very unacceptable,” with operating shortfalls, lower production and elevated costs across Gold Bar, Fox and San Jose weighing on results. Management cited site-specific problems and pointed to October improvements, but those were not enough to offset the disappointing quarter.

Key takeaways

Gold Bar’s output was hurt by oversight and decision-making issues; management said October was its highest-production month in 15 months and the mine returned to positive cash flow that month.
At Fox, development costs concentrated in Q3 and low-grade stockpile processing lifted AISC; management said October costs were back within guidance.
San Jose’s 49%-owned operation processed lower-grade sulfide stockpiles amid moisture-related plant issues, contributing to lower production and higher costs.
Management expects the new Stock Mine to begin contributing in December and early next year, citing higher recoveries, no royalty and no haul to the mill.
Los Azules’ final investment decision, supported by full project financing, is targeted for mid-2027; engineering cost estimates and the execution plan are expected around year-end.

Microvast Holdings Inc. Common Stock

MVST Q3 2026

Reported: 2026-11-12

Investors were disappointed by a 62.8% year-over-year revenue decline, sharp gross-margin compression, and weaker demand across key markets; Microvast shares fell 64.3% after earnings. The transcript also points to a severe deterioration in profitability, with adjusted EBITDA turning deeply negative.

Key takeaways

Q3 revenue fell $77.5 million, or 62.8%, year over year, as sales volume dropped 62.2% to approximately 190 MWh from 502 MWh.
Gross margin contracted to 5.2% from 37.6%. A $9.3 million inventory write-down reduced margin by 20.4 percentage points; lower volume, pricing pressure, and weaker fixed-cost absorption also weighed on margins.
Operating expenses rose 118.8% to $69 million, including a $35.7 million noncash impairment charge across China, Germany, and U.S. operations.
Microvast reported a $76.8 million GAAP net loss and negative adjusted EBITDA of $60.8 million, versus positive adjusted EBITDA of $21.9 million a year earlier.
Management cited softer demand for heavy trucks, port equipment, and mining equipment in Europe and APAC, alongside tariff-related timing effects in the U.S.

National CineMedia, Inc.

NCMI Q3 2026

Reported: 2026-11-12

NCM shares rose 14.8% after earnings, despite quarterly results falling below management’s expectations. The call pointed to a timing mismatch between advertiser demand and theater attendance, plus World Cup-related shifts in ad spending; investors may have focused on management’s more encouraging fourth-quarter outlook and Captivate bookings.

Key takeaways

Revenue was $61.4 million, including $2.6 million from Captivate; excluding Captivate, revenue was $58.8 million, down approximately 7% year over year.
Adjusted OIBDA was $3.3 million, including $0.7 million from Captivate, versus $10.2 million in the prior-year quarter.
Cinema-network attendance reached approximately 126 million, up 16% year over year, but much of the increase came after peak advertiser demand. Higher attendance also increased theater exhibition fees.
Management estimated that spending shifts by six major national advertisers reduced cinema advertising commitments by approximately $9 million; U.S. advertisers spent roughly $1.2 billion on the World Cup’s domestic broadcast.
For the fourth quarter, Captivate bookings were pacing more than 30% ahead of the same point last year, with double the visible pipeline. The CEO plans to retire with an anticipated departure date of December 31, and a search for a successor is underway.

Neo Performance Materials Inc.

NEO.TO Q3 2026

Reported: 2026-11-12

Neo raised its 2026 adjusted EBITDA outlook after a sharp year-over-year increase in third-quarter earnings, while reaching commercial production at its European magnet facility. The stock rose 0.8% after the results, a roughly flat reaction.

Key takeaways

Third-quarter adjusted EBITDA was $47 million, up nearly 150% from $19 million a year earlier; year-to-date adjusted EBITDA was $140 million, also up 150%.
Neo raised its 2026 adjusted EBITDA guidance to $180 million–$185 million, from $140 million–$150 million previously; 2025 actual adjusted EBITDA was $76 million.
The company began commercial shipments of rare-earth magnets to a European Tier 1 traction-motor customer and said it remains on track to launch two to three customer programs by year-end.
Neo’s European integrated magnet project was selected for an EU Innovation Fund grant of up to €126 million (about $140 million), described as non-repayable and non-dilutive.
Planned project elements include expanding Silmet’s separation capacity and increasing European magnet nameplate block capacity from approximately 2,000 to 5,000 tons annually; the call excerpt does not provide project timing or total cost.

NexGen Energy Ltd.

NXE Q3 2026

Reported: 2026-11-12

NexGen shares fell 4.9% after earnings, despite management’s constructive uranium-market commentary. The transcript does not identify a specific quarterly financial or operating miss; the likely concern is that the call emphasized market potential and construction progress without providing a clear near-term catalyst or updated project outlook.

Key takeaways

Rook I’s ceremonial groundbreaking took place August 13, and management reported successful construction execution; the excerpt provides no schedule or cost update.
Management said the long-term uranium price reached and held $99 per pound during the quarter, and pointed to downgrades at existing mines and rising sustaining capital and production costs.
NexGen highlighted continued exploration success at Patterson Corridor East, 3.5 kilometers east of Arrow, but gave no results or figures in the excerpt.
The company said it structures contracts with prices tied to delivery dates to mitigate inflation and cost-increase risk; no contract volumes or pricing terms were disclosed in the excerpt.

On Holding AG

ONON Q3 2026

Reported: 2026-11-12

ON shares fell 7.5% after earnings, despite record quarterly sales and margins. The likely disappointment is the cautious outlook on investment: management said much of the spending on technology and upcoming football and golf launches will land in the second half, with the payoff framed around 2027 and beyond.

Key takeaways

Q3 net sales grew close to 18% in constant currency to a record CHF 931 million, ahead of the latest expectation management provided in September.
Management said underlying gross margin and adjusted EBITDA margin reached their highest levels in company history, while describing the market as highly promotional.
Cloudsurfer 3 sold through at more than 4x the Cloudsurfer 2’s launch-week rate; demand for the LightSpray Cloudboom Strike 2 was 6x greater than available production.
Management said significant investment in technology and football and golf launches will come in the second half, positioning the spending for 2027 and beyond.

Palladyne AI Corp.

PDYN Q3 2026

Reported: 2026-11-12

Palladyne AI reported record Q3 revenue and raised the low end of its 2026 revenue guidance, while the stock rose 0.8% after earnings—roughly flat, suggesting a measured market response. The quarter showed sequential growth, but the transcript also leaves the timing and scale of potential software procurement uncertain.

Key takeaways

Q3 revenue was $8.6 million, up 48% sequentially and 895% year over year.
Components revenue grew 26% sequentially, with initial deliveries of BRAIN FC1 flight computers; government-contract revenue rose 135% sequentially.
Management raised the low end of 2026 revenue guidance to $25 million and reiterated the $27 million top end.
At Army exercise Project Convergence Capstone 6, SwarmOS received the highest rating on all nine Army evaluation criteria, according to the CEO.
Management said it could not specify when or at what scale the exercises might lead to procurement.

Peyto Exploration & Development Corp.

PEYUF Q3 2026

Reported: 2026-11-12

Peyto’s shares rose 3.9% after results, with investors likely responding to higher liquids production, realized gas pricing well above AECO, and a higher dividend. The outlook includes a larger 2027 capital budget, but management expects growth in production and liquids share.

Key takeaways

Q3 production increased 10% year over year, or 7% per share; liquids production rose 20%. Production was slightly lower than Q2, which management attributed to reduced activity during breakup.
Realized gas pricing was $3.50/Mcf, including a net $1/Mcf contribution from diversification and $0.82/Mcf from hedges. Funds from operations were $221 million ($1.06 per share), adjusted earnings were $105 million ($0.50 per share), and operating margin was 71%.
Controllable cash costs were $1.20/Mcfe, down from last year and Q2. Peyto paid down about $24 million of net debt and remained below 1x net debt to trailing 12-month EBITDA.
The monthly dividend is set to increase to $0.13 per share, an 18% increase over last year. Management cited revenue protection from hedges, including just over 400 MMcf/d of 2027 gas hedged at $3.32/Mcf.
Preliminary 2027 capital spending is $475 million to $525 million. Peyto targets approximately 157,000 BOE/d of exit production by December 2027, with liquids approaching 15% of the mix.

Safe Bulkers, Inc.

SB Q3 2026

Reported: 2026-11-12

Safe Bulkers’ shares rose 8.6% after earnings, as adjusted EPS more than doubled year over year to EUR 0.31 and the company raised its quarterly dividend to $0.09. The call also highlighted stronger charter-market conditions and a balance sheet with substantial liquidity.

Key takeaways

Adjusted EPS was EUR 0.31 in Q3 2026, more than double the same period in 2025.
The board declared a quarterly dividend of $0.09 per common share, the company’s 25th consecutive quarterly dividend.
Cash, cash equivalents, bank time deposits and restricted cash totaled $319 million; another $196 million was available under revolving credit facilities.
The fleet comprises 46 vessels, with eight newbuilds on order for delivery through 2029; average fleet age is 9.8 years.
Dry-bulk fleet supply is forecast to grow 3%–4% in 2026 if the Strait of Hormuz is closed, versus 4%–5% if it is open.

Sea Limited

SE Q3 2026

Reported: 2026-11-12

Sea shares fell 5.1% after earnings, suggesting investors focused on the gap between revenue growth and profitability: revenue rose 43% year on year, while adjusted EBITDA grew 29%. Shopee’s momentum was strong, but the transcript excerpt provides no forward guidance to clarify whether growth or margins can sustain those levels.

Key takeaways

Sea reported third-quarter revenue of $8.6 billion, up 43% year on year, and adjusted EBITDA of more than $930 million, up 29%.
Shopee GMV increased 23% and gross orders 26%; adjusted EBITDA reached $259 million, a record for the business.
Shopee’s average monthly active buyers rose 20% year on year, while advertising revenue grew more than 55% and the ad take rate improved by over 80 basis points.
Shopee VIP membership exceeded 21 million at quarter-end, up more than 40% quarter on quarter; members contributed close to 25% of Shopee GMV.
Live-streaming and short-form video orders grew more than 45% year on year and accounted for over 25% of physical-goods orders in Southeast Asia.

Skydance Corporation

SKYD Q3 2026

Reported: 2026-11-12

Skydance shares fell 7.6% after earnings, with investors likely focused on the acknowledged Warner Bros. film-slate weakness, which is expected to weigh on Q4 results, and limited detail on the newly combined company’s near-term performance. Management reiterated its medium-term targets but said the integration is still in its early days.

Key takeaways

Warner Bros.’ film slate has underperformed this year and is expected to weigh on Q4 results.
Management said the combined company’s $6 billion run-rate synergy program has more than 20 work streams underway and expressed confidence in achieving the target within three years.
Skydance reiterated medium-term goals of mid-single-digit revenue growth, adjusted EBITDA margins in the mid-20% range, and at least $10 billion of free cash flow in 2030.
The company expects to reduce net leverage below 3x by the end of 2029; investing in the business and reducing debt are its stated priorities.
A Paramount+ and HBO Max bundle is planned for early 2027, with a fully unified offering to follow.

Spire Global, Inc.

SPIR Q3 2026

Reported: 2026-11-12

Spire’s shares rose 6.6% after the company reported 77% year-over-year core revenue growth and sharply lower operating cash use. Investors also got substantial new contract awards and a Q4 revenue step-up outlook, though the timing of one deal remains uncertain and some TeamMate work has shifted from 2026 into 2027.

Key takeaways

Q3 revenue was approximately $18 million; core revenue, excluding Maritime, grew 77% year over year and nearly 10% sequentially. Q3 was the first quarter with no Maritime revenue.
Spire secured approximately $75 million of new weather data awards, including a $33.2 million NOAA radio occultation task order and a $28 million NOAA contract for hyperspectral microwave sounding.
Operating cash use declined to $5 million from $23.4 million in Q2. The company ended the quarter with $78 million in cash and marketable securities and no debt.
Remaining performance obligations increased to approximately $175 million from $135 million at the end of Q2. Spire expects Q4 revenue of $23 million to $28 million; reaching the high end depends on a deal with uncertain timing.
Management lowered the top end of its 2026 guidance after moving some TeamMate work from 2026 into 2027; it said the contract value is unchanged.

StubHub Holdings, Inc.

STUB Q3 2026

Reported: 2026-11-12

StubHub’s shares fell 1.2% after earnings, a roughly flat reaction. The quarter showed higher GMS and adjusted EBITDA, while the company raised its full-year GMS outlook and reiterated its EBITDA range.

Key takeaways

Q3 GMS increased 7% to $2.6 billion.
Adjusted EBITDA rose 84% to $124 million, with a 25% margin; management called it the company’s highest quarterly margin as a public company.
StubHub raised its full-year GMS growth outlook to 11%–13% and reiterated adjusted EBITDA guidance of $400 million–$420 million.
Management said it was not seeing material traffic from AI-based referrals to date, though it expects that to increase over time.

Turkcell Iletisim Hizmetleri A.S.

TCELL.IS Q3 2026

Reported: 2026-11-12

Turkcell’s shares rose 8.6% after earnings, with investors responding to real revenue growth of 6.2% and an EBITDA margin of 44.2%, alongside strong subscriber gains. The quarter also showed momentum in pricing and growth businesses, though management’s full-year confidence is not a quantified guidance raise.

Key takeaways

Consolidated revenue reached TRY 82 billion, up 6.2% year on year in real terms; net income was TRY 6.7 billion.
Mobile net additions were 579,000, including 701,000 postpaid additions; mobile churn fell to 1.6% from 2.6% a year earlier.
Mobile ARPU excluding M2M rose 28% year on year, while residential fiber ARPU increased 34%.
Superbox added 101,000 net subscribers, taking its fixed wireless access market share to 75%; fiber added 39,000 subscribers.
Management said results support confidence in achieving full-year real revenue growth and EBITDA margin guidance, but did not disclose revised targets in the excerpt.

TIM S.A.

TIMB Q3 2026

Reported: 2026-11-12

TIM’s shares rose 5.9% after earnings, as investors appeared to reward continued growth in revenue, EBITDA and cash generation, alongside reaffirmed 2026 guidance. The positive picture is tempered by competitive pressure in mobile: postpaid pricing remained constrained, and management said ARPU had faced erosion earlier in the year.

Key takeaways

Q3 service revenue was approximately BRL 6.9 billion, up 5.3% year over year. For the first nine months, service revenue grew 5.8%.
Normalized EBITDA increased nearly 7% in the quarter, with margin above 52% on an after-IFRS 16 basis. Reported EBITDA grew close to 8%, with margin expanding about 1 percentage point to 41.3%.
Mobile revenue grew 4%, supported by ARPU expansion, but management said postpaid competitive dynamics were broadly unchanged from Q2 and front-book price increases had not occurred so far.
Ultra Fibra revenue rose 12.7%, with double-digit customer-base growth for a third consecutive quarter; B2B revenue grew 19.3% over the last 12 months.
First-nine-month operating cash flow was almost BRL 5 billion, up 11.6%. TIM ended the quarter with BRL 5.2 billion in cash, and management said it remained on track to deliver 2026 guidance.

The Trade Desk, Inc.

TTD Q3 2026

Reported: 2026-11-12

The Trade Desk shares rose 3.3% after Q3 revenue of approximately $736 million came in meaningfully ahead of the company’s August outlook. But revenue was approximately flat year over year, a growth level CEO Jeff Green said remains well below what the company expects of itself.

Key takeaways

Q3 revenue was approximately $736 million, meaningfully above the outlook provided in August.
Revenue was approximately flat year over year; Green said the growth rate was below the company’s longer-term expectations.
Management said it is refining operations, including product priorities, sales and account planning, accountability, and resource allocation.
The company is prioritizing agentic AI, CTV, and measurement, and said AI is being used to improve operations, product development, and advertising tools for clients.
Co-founder Dave Pickles has agreed to substantially expand his role as the company enters its next stage of product innovation.

Vonage Holdings Corp.

VG Q3 2026

Reported: 2026-11-12

Venture Global’s shares rose 1.7%, a roughly flat reaction. The company raised 2026 EBITDA guidance and its minimum cargo range, while reporting record quarterly EBITDA and progressing Plaquemines and CP 2; it did not provide 2027 pricing guidance.

Key takeaways

Q3 adjusted EBITDA was a company-record $2.6 billion; management cited year-over-year growth in volumes, revenue, operating income, net income, and EBITDA.
2026 EBITDA guidance increased to $10.0–$10.3 billion from $8.7–$9.1 billion. The company also raised the low end of its 2026 cargo range by nine and said more than 99% of its 2026 portfolio was contracted.
Venture Global reported 124 cargoes produced in Q3, at the high end of its expected range; Plaquemines commissioning and rectification modestly affected production.
Plaquemines Phase 1 began commercial operations on October 31, 53 months after FID. CP 2’s target for first LNG moved forward to July 2027; the company maintained its 2027 outlook of 575–625 cargoes, including 10–20 from CP 2.
The company signed 1.5 MTPA of new or increased offtake agreements in Q3, including 1 MTPA with ConocoPhillips and 0.5 MTPA with China Gas. 2027 production and pricing guidance is due on the Q4 call.

Vodafone Group Public Limited Company

VOD Q2 2027

Reported: 2026-11-12

Vodafone’s shares were nearly flat, down 0.3%, as the company upgraded FY27 guidance after a strong first half. The update was balanced by management’s acknowledgment that Germany still needs substantial improvement.

Key takeaways

Group service revenue growth accelerated to 6.4% in Q2, its highest level in three years; Vodafone Business grew 6.6%.
First-half adjusted EBITDAaL growth accelerated to 6.4%, supported by top-line growth and margin expansion.
The upgraded guidance midpoint implies organic growth of 7% in adjusted EBITDAaL and 21% in adjusted free cash flow for FY27.
Vodafone delivered over €200 million of gross cost savings in the first half, with a full-year net OpEx reduction of over €200 million in view; its longer-term target is over €1 billion in annual net OpEx savings.
Germany remains a work in progress: Vodafone announced 2,300 role reductions and said headcount there will be down 40% since the transformation began.

WhiteFiber, Inc. Ordinary Shares

WYFI Q3 2026

Reported: 2026-11-12

White Fiber shares rose 9.0% after the company reported that all 40 MW at NC1 are operational and billing, alongside more than $700 million of new cloud-services contract value. The market appears to have focused on project completion and demand for 2027 capacity, despite delays in reaching full billing and execution and financing dependencies for future sites.

Key takeaways

NC1’s full 40 MW is now operational and billing; billing for the second 20-MW phase began November 9 after switchgear and commissioning delays. Management does not expect late-delivery penalties.
NC1 development costs are expected to finish just below $9 million per gross MW, within the original $7 million–$9 million range, excluding site acquisition costs and net of customer-funded nonrecurring costs.
The company signed more than $700 million in new cloud-services contract value since its prior call, including its first capital-light managed-services agreements.
White Fiber completed a $60 million acquisition of NC2 and NC3, with at least 60 MW of initial gross utility capacity; it is targeting initial capacity in late 2027, subject to power, customer commitments, financing, and approvals.
Advanced discussions cover about 105 MW of North Carolina capacity for 2027, including 45 MW of potential NC1 expansion and 60 MW at NC2 and NC3. Management says current proposals’ pricing and terms would more than offset higher development costs, but it has not yet committed to those projects.

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