Earnings, the easiest place to see

Earnings brief

US stock earnings,
the key summary

Earnings results, key call takeaways, the stock reaction, and what it means.

See how results stacked up against estimates, what management said, and how the stock reacted.

Summary

168 companies reported in 10/19–10/23, and 130 beat consensus.

U.S. session

notable stocks

Fri 10/23 · 8

American Express Company

AXP · Pre-market

Record revenue growth and upward revision of EPS guidance

▲Strong revenue growth and card fee expansion
▲Excellent credit quality and lower provisions
▲Raised full-year EPS guidance

▼Slowing growth in commercial spending
▼Restructuring charges and legal reserves
▼Rising operating expenses and marketing investments

“Given our performance year-to-date, we are raising our full-year EPS guidance to between $18.30 and $18.60 ($17.60-$17.90 adjusted), and we're on track to deliver another year of 10 percent revenue growth.”

· Stephen J. Squeri (CEO)

SLB Limited Common Shares

SLB · Pre-market

Revenue growth driven by Middle East recovery, deepwater development, and digital expansion

▲Broad revenue growth and margin expansion
▲Acceleration in Digital and Data Center segments
▲Strong momentum in deepwater and international markets

▼Decline in GAAP net income and EPS
▼Stagnant profitability and rising costs
▼Geopolitical uncertainty in the Middle East

“We expect overall fourth quarter revenue to reach approximately $10 billion, representing an increase of 5%-7% sequentially.”

· Olivier Le Peuch (CEO)

INFY · Pre-market

Revenue growth slowdown leads to guidance cut despite strong AI performance and large deal wins

▲Explosive growth in AI revenue
▲Strong large deal wins and pipeline
▲Robust cash flow and shareholder returns

▼Downward revision of revenue guidance
▼Pricing pressure and intense competition
▼Margin pressure

“Our revenue growth for Q2 was at 1.5% year-on-year and 1.2% sequentially in constant currency terms. Our AI revenue was standout of our total revenue, growing 29% sequentially.”

· Salil Parekh (CEO)

Booz Allen Hamilton Holding Corporation

BAH · Pre-market

Strong national security growth and improved profitability lead to raised annual guidance

▲Robust growth in profitability metrics
▲Strong performance in National Security
▲Upward revision of annual guidance

▼Decline in total revenue and cash flow
▼Continued weakness in Civil business
▼Increased days sales outstanding

“Adjusted diluted earnings per share increased 18% year-over-year to $1.76. This increase was driven by profit growth, a reduced share count, and a lower tax rate.”

· Horacio Rozanski, CEO

Rithm Capital Corp.

RITM · Pre-market

Growth in asset management and solid earnings from mortgage servicing platform

▲Expansion of Asset Management AUM
▲High Operational Efficiency at Newrez
▲Leasing Success in Commercial Real Estate

▼Decline in Mortgage Origination Volume
▼Sequential Decrease in Earnings Available for Distribution

“We continued to scale our asset management business, closing new funds and growing a more durable, fee-based earnings stream.”

· Michael Nierenberg, CEO

Balchem Corporation

BCPC · Pre-market

Record-breaking performance driven by growth across all segments

▲Growth across all business segments
▲Margin expansion and profitability
▲Strong cash flow and shareholder returns

▼Rising inventory levels
▼Increase in operating expenses
▼Manufacturing cost pressures

“We reported record consolidated revenue of $291 million, an increase of 8.6% versus the prior year. We delivered record quarterly GAAP earnings from operations of $62 million, an increase of 14.4%.”

· Ted Harris, CEO

Flagstar Bank N.A.

FLG · Pre-market

Commercial loan growth and asset portfolio diversification

▲Robust C&I Loan Growth
▲Improvement in NIM and Profitability
▲Strong Capital Position

▼Rising Credit Costs and Lowered Guidance
▼Deteriorating Asset Quality Metrics
▼Slower Deposit Growth and Cost Pressure

“We believe we are on track toward achieving our long-term strategic objectives, however given the higher for longer interest rate environment, the full realization of these objectives has shifted to 2028 from 2027.”

· Joseph M. Otting (CEO)

Gentex Corporation

GNTX · Pre-market

Revenue stagnation and cost pressures lead to downward revision of annual guidance

▲Growth in non-automotive segments
▲Strong performance in North America
▲Active shareholder returns

▼Downward revision of annual guidance
▼Decline in profitability metrics
▼Cost pressures and revenue shortfall

“Despite continued challenges in China and Europe, we delivered third quarter net sales that were relatively flat compared to the third quarter of 2025 even though revenue was approximately $35 million below our beginning-of-quarter forecast.”

· Steve Downing, CEO

Thu 10/22 · 57

Procter & Gamble Company (The)

PG · Pre-market

4% organic sales growth and profitability defense through productivity

▲Broad-based organic sales growth
▲Volume-driven quality growth
▲Strong productivity program

▼Margin pressure from rising costs
▼Increased cost headwinds
▼Lagging share recovery in certain categories

“Combined input costs, foreign exchange, items below the operating line will be a roughly $1.9 billion after tax headwind of earnings in fiscal 2027, or $0.79 per share, 11% of fiscal 2026 core EPS.”

· Andre Schulten (CFO)

Union Pacific Corporation

UNP · Pre-market

Record financial results driven by volume growth and operational efficiency

▲Volume Growth and Revenue Expansion
▲Operational Efficiency and Productivity
▲Shareholder Returns and Financial Strength

▼Margin Pressure from Fuel Costs
▼Demand Softness in Specific Segments

“Union Pacific's third quarter results demonstrate our ability to safely deliver the service we sold our customers while efficiently handling 6% volume growth.”

· Jim Vena, CEO

Lockheed Martin Corporation

LMT · Pre-market

Sales and net earnings growth with record backlog

▲Broad growth across all business segments
▲Improved profitability and shareholder return
▲Achievement of record order backlog

▼Decrease in operating and free cash flows
▼Decline in operating margins for key segments
▼Risks from delayed F-35 contract negotiations

“In the third quarter each of our four segments posted growth year-over-year, sales topped $20.7 billion and net earnings exceeded $1.8 billion, increases of 11% and 14% respectively.”

Valero Energy Corporation

VLO · Pre-market

Massive net income growth driven by stronger refining and renewable results

▲Significant Surge in Refining Operating Income
▲Renewable Diesel Turnaround and Ethanol Record
▲Debt Repayment and Solid Balance Sheet

▼Lower Renewable Diesel External Revenue
▼Flat Ethanol External Sales Trend
▼Working Capital Drag on Operating Cash Flow

“Our refineries operated at near-record utilization rates, providing a reliable supply of critical transportation fuels during the quarter.”

Blackstone Inc.

BX · Pre-market

Solid performance driven by AUM growth and infrastructure expansion

▲AUM and Infrastructure Growth
▲Earnings and Dividend Stability
▲Strong Inflow Momentum

▼Revenue Decline and Realization Slowdown
▼Real Estate Valuation Pressure
▼Credit Segment Outflows

“Inflows reached $63 billion in the quarter, reflecting sustained momentum across our major fundraising channels, and exceeded $270 billion for the last 12 months, the highest level in four years.”

· Steve Schwarzman, CEO

Comcast Corporation Class A

CMCSA · Pre-market

Connectivity platform weakness and theme park demand softness offset by Peacock profitability

▲Peacock Profitability
▲Strong Studio Performance
▲Wireless Business Growth

▼Connectivity Platform Subscriber Losses
▼Theme Park Performance Decline
▼Cash Flow and Profitability Pressure

“Peacock delivered its second consecutive profitable quarter, generating $261 million in Adjusted EBITDA on $1.8 billion in revenue.”

· Mike Cavanagh, Co-CEO

Norfolk Southern Corporation

NSC · Pre-market

Record quarterly revenue driven by increased rail transportation demand

▲Record quarterly revenue and volume growth
▲Growth in railway operating income and EPS
▲Solid performance in adjusted profitability

▼Worsening adjusted operating ratio
▼Increase in GAAP operating ratio

“Railway operating revenues of $3.5 billion were a quarterly record, up $423 million, or 14% compared to the third quarter 2025, on a volume increase of 3% year-over-year, and higher fuel surcharges representing eight points of the revenue growth.”

· Mark George, President and Chief Executive Officer

Honeywell International Inc.

HON · Pre-market

Upgraded full-year outlook driven by strong organic growth and project expansion

▲Broad-based organic sales growth across segments
▲Margin expansion and accelerated fixed cost reduction
▲Upward revision to full-year outlook

▼Decline in net earnings due to prior year one-time gain
▼Margin contraction in Process Automation and Technology
▼Revenue contraction in Industrial Automation and utility deferrals

“This performance, coupled with continued progress reducing fixed cost, enabled adjusted operating income to increase at more than three times the rate of sales, while adjusted EPS rose 34%, well ahead of our expectations for the quarter.”

NDAQ · Pre-market

Strong growth in Solutions and FinTech divisions driving overall revenue expansion

▲Robust growth in Solutions and FinTech
▲Record inflows and performance in Index business
▲Shareholder returns and operational efficiency

▼Margin compression in Market Services
▼Rising operating expenses and updated guidance
▼Growth deceleration and tough comparisons

“In the third quarter, Nasdaq delivered $1.5 billion in net revenue, up 14% year-over-year, and solutions revenue of $1.2 billion, up 18%. Our overall annualized recurring revenue, or ARR, grew 14% year-over-year to $3.4 billion.”

· Adena Friedman, CEO

CBRE Group Inc Common Stock Class A

CBRE · Pre-market

Strong growth in infrastructure services and strategic acquisitions

▲Explosive growth in infrastructure services
▲Significant improvement in core profitability
▲Strategic M&A for business expansion

▼Slowdown in real estate capital markets
▼Profitability decline in specific segments
▼Impact of one-time costs and external factors

“Financially, core earnings per share improved 28% on a 13% revenue increase, with both resilient and transactional businesses growing by double digits.”

· Bob Sulentic, CEO

Roper Technologies Inc.

ROP · Pre-market

Solid organic growth and AI solution expansion lead to full-year guidance hike

▲Strong Revenue and Earnings Growth
▲Acceleration of AI Solution Adoption
▲Active Bolt-on Acquisitions and Capital Deployment

▼Underperformance in Neptune Segment
▼Margin Compression in TEP Segment
▼Decline in Free Cash Flow

“Driven by third quarter adjusted DEPS that exceeded our expectations, we are raising our full year adjusted DEPS guidance.”

· Neil Hunn, CEO

Pacific Gas & Electric Co.

PCG · Pre-market

Capital plan reduction amid wildfire liability policy delays and strategic business review

▲Operational Safety and Emission Reductions
▲Data Center Load Growth
▲O&M Cost Efficiency

▼Earnings Decline and Cost Pressures
▼Capital Plan Reduction and Growth Constraints
▼Credit Rating and Policy Risks

“Reflecting current high financing costs, we previously announced a $2 billion reduction to our 2027 capital plan, and we recently began notifying customers whose projects may be delayed.”

· Patti Poppe, CEO

Huntington Bancshares Incorporated

HBAN · Pre-market

Solid commercial loan growth and expansion of fee-based earnings

▲Commercial Loan and Fee Growth
▲Improved Profitability and Capital Efficiency
▲Consistent Shareholder Returns

▼Rising Charge-offs and Non-performing Assets
▼Higher Deposit Costs and Competition
▼Slowing Growth in Specific Loan Portfolios

“We expect 2027 EPS to grow more than 20% from 2025 while steadily increasing ROTCE into the 17%-18% range.”

· Steve Steinour, CEO

Dover Corporation

DOV · Pre-market

Revenue growth drives increases in net income and EPS

▲Simultaneous growth in revenue and earnings
▲Robust order performance and backlog
▲Active capital deployment and acquisitions

▼Mixed margin performance across segments
▼Ongoing restructuring and acquisition expenses
▼Conservative full year outlook relative to run rate

“Dover delivered strong results in the third quarter. Top-line growth accelerated, led by our secular growth markets in artificial intelligence and power generation infrastructure, energy transition, single-use biopharma, semiconductor manufacturing, and space launch.”

· Richard J. Tobin

Quest Diagnostics Incorporated

DGX · Pre-market

10% revenue growth and upward guidance revision

▲Strong Revenue and Earnings Growth
▲High Growth in Consumer Channel
▲Upward Guidance Revision

▼Profitability Pressure from PAMA
▼Rising Costs Relative to Revenue
▼Continued Decline in Revenue per Requisition

“We grew revenues 10% and adjusted earnings per share over 15% in the quarter on continued strength across our physician, hospital and consumer channels.”

· Jim Davis, CEO

Carpenter Technology Corporation

CRS · Pre-market

day-after-20.6%

Significant Operating Income Growth and Soaring Aerospace Demand

▲Strong Growth in Operating Income
▲Surging Aerospace Demand and Bookings
▲Expanded Share Repurchase Program

▼Sequential Decrease in Operating Income
▼Negative Free Cash Flow
▼Revenue Decline in Specific Segment

“Carpenter Technology delivered another strong quarter, generating $196.4 million of operating income in the first quarter of fiscal year 2027.”

· Tony R. Thene

PulteGroup Inc.

PHM · Pre-market

Declining home sales and orders amid high interest rate pressure

▲Solid Profitability and Margin Resilience
▲Growth in Active-Adult Segment
▲Strong Financial Position and Shareholder Returns

▼Decline in Home Sales and Orders
▼Year-over-Year Margin Compression
▼Sharp Drop in Consumer Traffic Due to Rates

“The rapid increase in interest rates has stretched affordability even further, made selling an existing home even harder, and has pushed even more consumers to the sidelines.”

· Ryan Marshall, CEO

Snap-On Incorporated

SNA · Pre-market

Mobile van channel weakness due to diesel price surge offset by commercial segment growth

▲Record performance in C&I segment
▲Resilient gross margins
▲Expansion in critical industries

▼Organic sales decline in mobile van channel
▼Weakness in OEM dealership business
▼Margin compression and lower loan originations

“The results were principally marked by the unprecedentedly accelerated rise in diesel prices, which in our mobile van channel prompted franchisees to reduce inventories despite very stable demand from their technician customers.”

· Nick Pinchuk, CEO

Tractor Supply Company

TSCO · Pre-market

Recovery in sales momentum and efforts to improve profitability through cost efficiency

▲Sales Recovery and Digital Growth
▲Strong Engagement from Core Customers
▲Sequential Improvement in Pet Business

▼Decline in Operating Income and Margins
▼Slowdown in Comparable Store Sales
▼Decrease in Net Income and EPS

“Net sales increased 5.1% to $3.91 billion, driven by new store openings, VIP Petcare, and comp sales growth. Comps increased 0.4% on top of 3.9% growth in the third quarter a year ago.”

· Hal Lawton, CEO

NVR · Pre-market

Decline in earnings driven by lower homebuilding revenue and reduced margins

▲Increase in Backlog
▲Growth in Mortgage Banking Income
▲Continued Share Repurchases

▼Decrease in Revenue and Net Income
▼Drop in New Orders and Average Prices
▼Lower Gross Profit Margin and Impairments

Allegion plc Ordinary Shares

ALLE · Pre-market

day-after+11.0%

Strong growth in Americas non-residential segment and upward revision of full-year outlook

▲Robust revenue growth in the Americas
▲Margin expansion and profitability
▲Upward revision of full-year guidance

▼Revenue and margin decline in International segment
▼Margin dilution from acquisitions

“With steady momentum in our demand generation engine and a proven, resilient business model, we are raising our full-year 2026 revenue and adjusted EPS outlook.”

· John H. Stone, CEO

BPOP · Pre-market

Net income declined due to higher operating expenses despite growth in net interest income.

▲Net Interest Income Growth and Capital Return
▲Healthy Puerto Rico Economic Indicators
▲Stable Provision for Credit Losses

▼Rising Operating Expenses and Lower Profitability
▼NIM Compression and Higher Deposit Costs
▼Increase in NPLs and Slower Loan Growth

“We reported earnings per share of $4.21, 3% lower than the second quarter and 34% higher than the third quarter of 2025, and a ROTCE of 15.80%.”

· Jorge J. García, CEO

TTM Technologies Inc.

TTMI · Pre-market

day-after-27.7%

Record-breaking performance driven by surge in Data Center and Defense demand

▲Explosive growth in Data Center and Defense
▲Margin expansion and profitability
▲Strong order metrics and raised guidance

▼Increased interest and tax expenses
▼Higher foreign exchange losses

“All key markets contributed to our 60% year on year growth with Data Center Networking up 115%, Medical, Industrial Instrumentation up 97%, and Aerospace Defense up 21%.”

· Edwin Roks (CEO)

Ryder System Inc.

R · Pre-market

day-after+10.5%

Earnings growth driven by strategic initiatives and improving freight market conditions with raised 2026 outlook

▲Strong Adjusted EPS Growth
▲FMS Profitability Recovery
▲Raised Full-Year Guidance

▼DTS Revenue and Earnings Decline
▼SCS Profitability Margin Compression

“Ryder delivered double-digit earnings growth in the third quarter, marking our eighth consecutive quarter of earnings-per-share growth.”

· John Diez, CEO

Old Republic International Corporation

ORI · Pre-market

Decline in operating income and increased investment costs for new businesses

▲Solid growth in premium revenue
▲Continued shareholder returns
▲Growth in new business ventures

▼Lower operating income and rising costs
▼Reduced profitability in Specialty Insurance
▼One-time credit loss charge

“During the quarter, we produced $227 million of consolidated pre-tax operating income, and that compares to $248 million. Our consolidated combined ratio was 96.1%, and that compares to 95.3%.”

· Craig Smiddy, CEO

American Airlines Group Inc.

AAL · Pre-market

Record revenue achieved but net loss reported due to historic fuel cost pressure

▲Record Revenue and Premium Demand
▲Strong Loyalty Program Growth
▲Industry-Leading Cost Efficiency

▼Profitability Pressure from High Fuel Costs
▼Decelerating Growth and Outlook
▼Upward Pressure on Unit Costs

“Unfortunately, the significant increase in fuel prices more than offset that strength. Higher fuel added $1.9 billion to our costs in the third quarter, nearly 70% more than we paid during the same period last year.”

· Robert Isom, CEO

FirstCash Holdings Inc.

FCFS · Pre-market

day-after-14.8%

Strong growth in pawn operations and increased shareholder returns

▲Strong Pawn Segment Growth
▲Enhanced Shareholder Returns
▲Global Store Expansion

▼AFF Segment Underperformance
▼Margin Compression in Retail
▼Declining AFF Net Revenue

“FirstCash delivered another outstanding quarter of operating results, with third quarter pawn revenue growth of 28%.”

· Rick Wessel, CEO

Valley National Bancorp

VLY · Pre-market

Record quarterly net income driven by improved net interest margin and loan growth

▲Expansion in Net Interest Margin and Income
▲Solid Loan Portfolio Growth
▲Improved Efficiency and Profitability

▼Rising Charge-offs and Non-performing Assets
▼Decline in Consumer Loan Segment
▼Lower Allowance for Credit Losses

“Strong revenue growth and disciplined expense management drove record quarterly net income for Valley and an efficiency ratio below 50 percent.”

· Ira Robbins, CEO

Pool Corporation

POOL · Pre-market

day-after+14.4%

Accelerated sales growth and disciplined cost management supporting reaffirmed annual guidance

▲Accelerated Sales Growth
▲Efficient Inventory and Cash Flow
▲Consistent Shareholder Returns

▼Operating Income and Margin Compression
▼Operating Expenses Outpacing Sales
▼Soft New Pool Construction

“Net sales grew 4% in the third quarter, reflecting price realization, volume growth in maintenance and building materials, and share gains.”

· John B. Watwood, CEO

United Bankshares Inc.

UBSI · Pre-market

Record net interest income and solid loan growth

▲Record Net Interest Income
▲Solid Loan and Asset Growth
▲Strong Capital Position

▼Significant Decline in Noninterest Income
▼Increase in Provision for Credit Losses
▼Rising Operating Expenses

“Record net interest income, an expanding net interest margin, and strong organic growth drove earnings in the third quarter of 2026.”

· Richard M. Adams, Jr., CEO

MSC Industrial Direct Company Inc.

MSM · Pre-market

day-after-15.3%

Continued sales growth alongside declining operating margins

▲Sustained Sales Growth
▲Core Customer Growth
▲Adjusted Operating Income Improvement

▼Operating Income and Margin Decline
▼Slower Cash Flow
▼Rising Inventory and Receivables

“We had a strong finish to fiscal 2026, with fourth quarter results exceeding our expectations and sales achieving record quarterly levels.”

· Martina McIsaac, CEO

Badger Meter Inc.

BMI · Pre-market

day-after+13.5%

Profitability improvement driven by project ramp-ups and software revenue growth

▲Margin expansion through profitability focus
▲Software and product growth
▲Commitment to shareholder returns

▼Stagnant utility segment revenue
▼Supply chain costs and cash flow pressure
▼Inventory and working capital burden

“We continue to anticipate both sequential and year-over-year Base revenue improvement, inclusive of the fewer operating days typical for the fourth fiscal quarter, and expect to sustain this growth momentum into 2027.”

· Kenneth C. Bockhorst, CEO

The Vita Coco Company Inc.

COCO · Pre-market

Strong coconut water demand and Copra acquisition drive 34% revenue growth and full-year guidance hike

▲Robust demand in coconut water category
▲Expansion into premium segment via Copra
▲Upward revision of full-year guidance

▼Margin pressure from rising logistics costs
▼Supply chain constraints and inventory shortages

“Our strong third quarter net sales growth was driven by robust branded retail growth in all our major markets, and by strong growth in private label shipments, reflecting healthy category growth and the addition of Copra's super premium products.”

· Martin Roper, CEO

Western Digital Corporation

WDC · After close

Significant earnings growth driven by surging storage demand and transition to high-capacity products

▲Significant Revenue and Profit Growth
▲Margin Expansion and Cash Flow
▲Strong Outlook for Next Quarter

▼Rising Costs and Increased Capital Expenditure

“Revenue grew 55% year-over-year, while gross and operating margins expanded meaningfully to 58% and 49%, respectively. EPS grew 161% year-over-year.”

· Irving Tan, CEO

Bloom Energy Corporation Class A

BE · After close

day-after-11.2%

Record revenue growth and upward revision of annual guidance

▲Explosive Revenue Growth and Profitability
▲Operating Leverage and Margin Expansion
▲Upward Revision of Annual Guidance

▼Temporary Outflow in Operating Cash Flow
▼Rising Capital Expenditure Burdens

“Revenue of $1.24 billion was up 138% year-over-year, and operating income of $286 million grew faster still, up over 500% year-over-year.”

· Simon Edwards (CFO)

Newmont Corporation

NEM · After close

Stable gold production and improved cost guidance driving strong cash flow

▲Strong Cash Flow and Shareholder Returns
▲Improved Cost Efficiency and Guidance
▲Progress on Key Projects

▼Higher Q4 Costs and External Risks
▼Challenging Cost Outlook for 2027
▼Increase in Development Capital

“We produced approximately 1.3 million attributable gold ounces, and generated $1.9 billion of free cash flow.”

· Natascha Viljoen, CEO

Comfort Systems USA Inc.

FIX · After close

Record backlog and surging revenue driving strong growth and profitability

▲Record-high backlog
▲Explosive revenue growth across segments
▲Strong cash flow generation

▼Margin compression in electrical segment
▼Increased material mix in cost structure

“As compared to the same quarter last year, Comfort Systems USA is reporting a 50% increase in revenue and a 70% jump in per share earnings.”

· Brian Lane, CEO

VRSN · After close

Steady domain registration growth and revenue increase

▲Domain Name Base Expansion
▲Revenue and Operating Income Growth
▲Increase in New Registrations

▼Decline in Operating Cash Flow
▼Pre-tax Operating Loss on Assets
▼Slight Decrease in Renewal Rate

“We delivered a strong quarter operationally, having grown the domain name base by 6.1% year-over-year.”

· Jim Bidzos, CEO

Omnicom Group Inc.

OMC · After close

Organic revenue growth and margin expansion driven by cost synergies

▲Solid organic growth in core operations
▲Margin expansion via cost efficiency
▲Significant EPS growth

▼Growth slowdown in specific segments and regions
▼Increased working capital pressure
▼Surge in interest expenses

“Revenue, excluding assets held for sale, grew organically 7.2% in the third quarter. Core adjusted EBITA margin was 18.2% in the quarter, an increase of 200 basis points versus the prior year.”

· John Wren, CEO

First Citizens BancShares Inc. Class A

FCNCA · After close

Strong performance driven by robust loan and deposit growth alongside improved asset quality

▲Robust Loan and Deposit Growth
▲Improved Asset Quality
▲Debt Reduction and Capital Efficiency

▼Moderation in Share Buybacks
▼Volatility in Non-Interest Income
▼Rising Funding Cost Pressures

“We generated adjusted net income of $652 million, and adjusted earnings per share of $55.37, driving an ROE of 12.24% and an ROA of 1.08%.”

· Frank Holding, CEO

SS&C Technologies Holdings Inc.

SSNC · After close

Strong revenue growth and margin expansion leading to upward revision of full-year guidance

▲Revenue Growth and Margin Expansion
▲Enhanced Shareholder Returns
▲Robust Cash Flow Generation

▼Deceleration in Intelligent Automation
▼Year-over-Year Decline in Net Income
▼Increase in Interest Expenses

“SS&C delivered another quarter of strong results, with Q3 organic revenue growth of 5.2%, record adjusted consolidated EBITDA of $674.8 million, and margins of 39.9%, keeping us on track to achieve our full-year goals.”

· Bill Stone, CEO

Deckers Outdoor Corporation

DECK · After close

Disciplined margin-focused management amid slowing revenue growth and DTC weakness

▲Margin expansion through disciplined management
▲Global growth of core brands
▲Strong shareholder return

▼Slowing U.S. DTC and channel performance
▼Logistics disruptions and other brand decline
▼Inventory growth and lower cash position

“Excluding this benefit, diluted EPS would have been $2.03, well above the high end of our guidance range and up 11.5% versus last year.”

· Stefano Caroti, CEO

Kinsale Capital Group Inc.

KNSL · After close

Decline in gross written premiums due to market competition and focus on underwriting profitability

▲Growth in Operating Earnings and Investment Income
▲Best-in-Class Underwriting Margins
▲Strong Shareholder Returns

▼Decline in Premiums and Market Competition
▼Increase in Expense Ratio
▼Significant Drop in GAAP Net Income

“The continued intense competition in our commercial property division weighed on our growth rate in the quarter, and excluding that one division, our gross written premium was down half a percent.”

· Michael P. Kehoe, CEO

Columbia Banking System Inc.

COLB · After close

Profitability improvement through NIM expansion and capital optimization

▲Significant NIM Expansion
▲Improved Operating Efficiency
▲Strong Shareholder Returns

▼Slight Contraction in Loan Portfolio
▼Lower Q4 NIM Outlook
▼Decline in Tangible Book Value

“Our third quarter performance demonstrates the benefits of consistent execution and active balance sheet management.”

· Clint Stein, CEO

Rexford Industrial Realty Inc.

REXR · After close

Strengthening financial health and occupancy through portfolio realignment

▲Accelerated Leasing and Occupancy Gains
▲Strategic Asset Sales and Deleveraging
▲Raised Full-Year Guidance

▼Decline in Net Income and Core FFO
▼Negative Leasing Spreads

“We executed more than 3.7 million sq ft of leasing, our second highest quarter of leasing ever.”

· Laura Clark, CEO

AppFolio Inc. Class A

APPF · After close

Consistent 19% revenue growth and expanded profitability

▲Revenue Growth and Profitability
▲Strong Value-Added Services
▲Operational Efficiency

▼Slower Unit Expansion
▼Rising Expenses and Non-recurring Items

“Revenue reached $296 million, a 19% year-over-year increase. Units on platform grew to 9.8 million.”

· Shane Trigg, CEO

RingCentral Inc. Class A

RNG · After close

Profitability improvement through expanded AI product adoption and operational efficiency

▲AI Product Adoption and Profitability
▲Margin Expansion and Cash Flow
▲Debt Reduction and Shareholder Returns

▼Slowing Revenue Growth Trend

“RingCentral AI, which we define as customers using at least one native paid AI product, now represents approximately 15% of total ARR or over $400 million, doubling year-over-year.”

· Vlad Shmunis, CEO

Glacier Bancorp Inc.

GBCI · After close

Record quarterly net income driven by margin expansion and loan growth

▲Continued Net Interest Margin Expansion
▲Record Net Income and Profitability
▲Solid Loan and Deposit Growth

▼Rising Operating Expenses
▼Potential for Higher Deposit Costs

“Net income was $105 million for the third quarter, a record for the company and the first time we exceeded $100 million in net income in a quarter.”

· Randy Chesler, CEO

MXL · After close

72% revenue growth driven by surging AI data center infrastructure demand

▲Explosive growth in AI infrastructure
▲Significant margin expansion
▲Strong visibility for future growth

▼Negative operating cash flow
▼Increase in days sales outstanding

“Infrastructure as a category grew 210% year-on-year, and which is now larger than the rest of our revenue categories combined.”

· Kishore Seendripu (CEO)

Associated Banc-Corp

ASB · After close

Profitability improvement through deposit growth and net interest margin expansion

▲Core Deposit and NIM Growth
▲Solid Non-interest Income Growth
▲Resumption of Shareholder Returns

▼Increase in Non-accruals and Delinquencies
▼Decline in Capital Ratios
▼High Payoff Pressure in Commercial Loans

“In Q3, our net interest income increased by $7 million, while our net interest margin expanded by 3 basis points to 3.2%, our second-best quarter in over a decade.”

· Andy Harmening (CEO)

ABCB · After close

Maintaining solid profitability through NIM defense and efficiency improvements

▲Profitability and Efficiency Gains
▲Robust Asset and Loan Growth
▲Asset Quality and Capital Strength

▼Non-interest Income Decline and Mortgage Weakness
▼NIM Pressure and Rising Funding Costs

“Ameris delivered another strong quarter, reflecting our consistent focus on profitable growth, expense discipline and prudent balance sheet management. We achieved a net interest margin of 3.87%, with mid-single-digit growth in average earning assets and deposits.”

· Palmer Proctor, CEO

Boyd Gaming Corporation

BYD · After close

Revenue decline due to Las Vegas softness despite growth in online and Midwest-South segments

▲Growth in Online and Managed segments
▲Solid performance in Midwest-South
▲Continued shareholder returns

▼Weakness in Las Vegas operations
▼Decline in overall profitability

“While quarterly results were impacted by increased softness in destination business to Las Vegas, primarily affecting our Orleans property, we are encouraged by the continued strength of the remainder of our Las Vegas Locals portfolio.”

· Keith Smith, CEO

Eastern Bankshares Inc.

EBC · After close

NIM compression and lower non-interest income offset by improved asset quality and capital returns

▲Improved Asset Quality and Credit Metrics
▲Strong Shareholder Capital Returns
▲Operating Efficiency and Expense Control

▼Net Interest Margin (NIM) Compression
▼Significant Decline in Non-Interest Income
▼Slower Loan Growth and Rate Uncertainty

“Net interest margin declined 4 basis points linked quarter, as higher earning asset yields were more than offset by increased deposit costs.”

· David Rosato (CFO)

Enova International Inc.

ENVA · After close

Strong growth driven by $1B revenue milestone and 31% surge in originations

▲Robust Revenue and Origination Growth
▲Strong Profitability Metrics
▲Improved Credit Performance

▼Increased Operating Expenses Relative to Revenue
▼Sequential Increase in Delinquency Rates
▼Lower Outlook for Net Revenue Margin

“Consolidated originations, receivables, revenue and adjusted EPS all grew 25% or more year-over-year.”

· Steve Cunningham, CEO

SLM Corporation

SLM · After close

day-after-10.8%

Downward revision of annual earnings guidance due to increased loan originations and higher credit losses

▲Record Loan Originations
▲Expansion of Strategic Partnerships
▲Continued Capital Returns

▼Rising Credit Losses and Guidance Cut
▼Increased Operating Expenses
▼Deterioration in Asset Quality

“We are increasing our full-year net charge-off guidance to $400 million-$420 million with a midpoint $45 million higher than that of our original range.”

· Jon Witter, CEO

WSFS Financial Corporation

WSFS · After close

Improved net interest margin and robust growth in Wealth and Trust

▲Strong growth in Wealth and Trust
▲Expansion of Net Interest Margin
▲Efficiency gains and capital return

▼Deposit decline and cost pressure
▼Increase in problem assets
▼Slowing growth outlook

“WSFS continued to perform well in the third quarter with a 25% year-over-year increase in core EPS. Our results include an expanded net interest margin, solid loan growth, and continued strong momentum in our Wealth and Trust franchise.”

· Rodger Levenson, CEO

Robert Half Inc.

RHI · After close

day-after+21.7%

Talent solutions return to growth and increased demand for Protiviti regulatory consulting

▲Talent Solutions growth turnaround
▲Improved profitability and EPS
▲Recovery in Protiviti regulatory demand

▼Protiviti revenue decline
▼Non-U.S. revenue contraction
▼Fewer billing days in Q4

“Talent solutions returned to adjusted year-over-year revenue growth for the first time since 2022, with revenues increasing 2 percent.”

· M. Keith Waddell

Wed 10/21 · 56

Philip Morris International Inc

PM · Pre-market

Robust growth in smoke-free products and expanded investment in the U.S. market

▲Global growth of smoke-free products
▲Strong pricing power and margin expansion
▲Recovery in U.S. ZYN market share

▼Temporary decline in U.S. profitability
▼Regulatory and pricing headwinds in key regions

“Q3 adjusted OI exceeded $5 billion for the first time, while our adjusted OI margin reached close to 45%.”

· Massimo Andolina, CFO

Thermo Fisher Scientific Inc

TMO · Pre-market

9% revenue growth and 15% adjusted EPS increase lead to raised annual guidance

▲Broad revenue growth and margin expansion
▲Upward revision of annual guidance
▲Strong capital deployment and shareholder returns

▼Earnings boost from one-time items
▼Revenue decline in specific segments
▼Stagnant growth in academic and government markets

“We are raising our revenue guidance to a new range of $47.7 billion-$48.2 billion, representing 7%-8% reported revenue growth over 2025.”

· Marc Casper, CEO

Abbott Laboratories

ABT · Pre-market

Decision to spin off Nutrition business to accelerate growth in MedTech and Diagnostics

▲Broad-based revenue growth
▲Margin expansion and profitability
▲New product approvals and launches

▼Slower growth in Nutrition segment
▼Costs related to business separation

“Sales grew 7% in the third quarter, and earnings per share grew 9%, representing an acceleration in growth on both top and bottom lines compared to our results in the first half of the year.”

· Robert Ford, CEO

NextEra Energy Inc.

NEE · Pre-market

Adjusted EPS growth of 9.7% and expansion of renewable energy backlog

▲Solid growth in adjusted EPS
▲Expansion of renewable and storage backlog
▲FPL regulatory capital and sales growth

▼Decline in customer supply contribution
▼Impact of higher expenses and capital recycling

“We expect to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032 and are targeting the same from 2032 through 2035, all off the 2025 base.”

· John Ketchum, CEO

T · Pre-market

Solid performance driven by growth in Advanced Connectivity and subscriber base expansion

▲Strong growth in Advanced Connectivity
▲Subscriber net adds and convergence
▲Improved profitability and margins

▼Continued decline in Fiber ARPU
▼Increased leverage and one-time costs
▼Steep decline in legacy segment

“In the third quarter, we achieved 3.8% year-over-year growth in consolidated service revenue, our best performance in more than four years.”

· John Stankey, CEO

Danaher Corporation

DHR · Pre-market

Core business growth and operational efficiency offset respiratory revenue decline

▲Solid growth in core segments
▲Margin expansion through efficiency
▲Strong cash flow generation

▼Headwinds from respiratory revenue
▼Weakness in North American market

“We delivered better-than-expected third quarter revenue, earnings and cash flow, and are encouraged by the improving trends we saw across our end markets.”

· Julie Sawyer Montgomery (CEO)

CME Group Inc. Class A

CME · Pre-market

Record-breaking quarterly performance driven by double-digit volume growth across all asset classes

▲Double-digit volume growth across all asset classes
▲Strong international market expansion
▲Record market data revenue

▼Delays and withdrawals of new product initiatives
▼Decline in clearing house assets and interest income

“The third quarter average daily volume of 29.4 million contracts was the highest third-quarter average daily volume in CME Group's history and increased 16% compared to the same period last year.”

· Terry Duffy, CEO

Elevance Health Inc.

ELV · Pre-market

Upward revision of annual guidance driven by Medicaid and Carelon performance

▲Raised Guidance and Profitability
▲Strong Growth in Carelon
▲Improved Medical Cost Management

▼Margin Compression in Health Benefits
▼Membership Decline and Rising Expenses
▼Structural Pressure on Medicaid Margins

“We are revising our 2026 adjusted diluted earnings per share guidance to at least $29, reflecting operating outperformance as well as favorable non-operating items.”

· Gail K. Boudreaux (CEO)

Moody's Corporation

MCO · Pre-market

Stagnant revenue growth with margin pressure and weakness in ratings

▲Solid growth in Moody's Analytics (MA)
▲Strong shareholder return
▲Robust AI infrastructure financing

▼Revenue decline in MIS segment
▼Compression in operating margins
▼Softening issuance outlook for Q4

“Overall rated issuance declined 2%, yet we delivered adjusted operating margin of 52.6% and adjusted diluted EPS growth of 6%.”

· Rob Fauber, CEO

Westinghouse Air Brake Technologies Corporation

WAB · Pre-market

Sales growth and margin expansion driving EPS increase

▲Broad-based sales growth
▲Margin and profitability expansion
▲Strong backlog momentum

▼Deceleration in 12-month backlog
▼Decline in operating cash flow conversion
▼Increase in interest expenses

“Wabtec delivered another strong quarter, evidenced by sales growth, margin expansion and a 22% increase in adjusted EPS.”

· Rafael Santana, Chairman and CEO

Northern Trust Corporation

NTRS · Pre-market

Fee-based revenue growth and improved operating leverage through cost discipline

▲Solid growth in fee-based revenue
▲Cost efficiency and operating leverage
▲Capital return and financial strength

▼Decline in net interest income and deposits
▼Pricing pressure in specific segments

“Excluding notable items, revenues grew 11%, while disciplined expense management generated more than 600 basis points of positive operating leverage.”

· Mike O'Grady, CEO

Teledyne Technologies Incorporated

TDY · Pre-market

Record quarterly results led by Digital Imaging and upward revision of full-year guidance

▲Strong Growth in Digital Imaging
▲Raised Full-Year Outlook
▲Robust Backlog and Cash Flow

▼Revenue Decline in Specific Segments
▼Potential Revenue Dilution from Acquisitions
▼Increase in Inventory Purchases

“Today, our outlook for 2026 sales is $6.625 billion, a year-over-year increase of 8.3% and nearly double the growth rate projected in January.”

· Robert Mehrabian (Executive Chairman)

Stifel Financial Corporation

SF · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Old National Bancorp

ONB · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Lithia Motors Inc.

LAD · Pre-market

day-after-10.2%

Call summary pending

Summarizing the earnings call. Arrives soon.

Unifirst Corporation

UNF · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

MHO · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Meta Platforms Inc. Class A

META · After close

Strong advertising revenue growth and expansion of new business based on Muse AI model

▲Robust Advertising Business Growth
▲Increased User Engagement via AI
▲Operational Efficiency and Cost Savings

▼Large Legal Charges and Profitability Decline
▼Aggressive Spending and Cash Burn

“In just a month and a half, more than 10 million people in the U.S. and Canada have set up Muse personal agents.”

· Mark Zuckerberg

TSLA · After close

Revenue growth driven by increased vehicle deliveries and strong energy business

▲Vehicle Deliveries and Energy Growth
▲Margin Expansion and Cash Flow
▲Surge in Energy Business Margins

▼Decline in Operating and Net Income
▼Rising Operating Expenses
▼Capital Expenditure and Financing

“We are actually almost sold out of all Megapacks for 2027, and we are ramping production as quickly as possible to meet demand.”

Lam Research Corporation

LRCX · After close

day-after-11.8%

Record financial results driven by artificial intelligence demand alongside near-term supply constraints

▲Record revenue and operating margin expansion
▲Strong growth in memory and foundry segments
▲Robust performance in customer support business group

▼Near-term supply chain constraints and shipment delays
▼Geographic revenue mix volatility
▼Increased operating expenses and headcount

“With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter.”

Texas Instruments Incorporated

TXN · After close

28% revenue growth driven by surge in data center and industrial demand

▲Strong Revenue Growth in Key Markets
▲Enhanced Profitability and Cash Generation
▲Capacity Expansion and Strategic Investment

▼Decline in Other Segment
▼Reduction in Total Cash Returns
▼EPS Impact from One-time Items

“Revenue was $6.1 billion, an increase of 11% sequentially and an increase of 28% year over year.”

· Haviv Ilan, CEO

International Business Machines Corporation

IBM · After close

Accelerated revenue growth led by software and infrastructure with an upward revision to free cash flow outlook

▲Software Revenue Acceleration
▲Infrastructure and Mainframe Performance
▲Increased Free Cash Flow Outlook

▼Year-over-Year Margin Compression
▼Revenue Decline in Specific Segments
▼Reduced Cash and Increased Debt

“Revenue growth in the third quarter accelerated to 6% above the base case we laid out in July. This performance reflects acceleration across our segments, led by software growth of 9%, infrastructure growth of 5%, and modest improvement in consulting.”

· Arvind Krishna, CEO

CSX Corporation

CSX · After close

Strong volume growth and operational efficiency driving profitability

▲Volume growth and revenue expansion
▲Operational efficiency and margin expansion
▲Strong EPS growth

▼Sharp decline in fertilizer volume
▼Seasonal cost increases and margin pressure
▼Decline in intermodal trip plan compliance

“Earnings of $0.57 per share increased 30% compared to last year's adjusted results. Our volume grew 5% as more customers turned to our railroad to safely and reliably move their goods.”

· Steve Angel, CEO

Kinder Morgan Inc.

KMI · After close

Record project backlog expansion driven by natural gas infrastructure

▲Record-high project backlog
▲Broad-based earnings growth
▲Increased natural gas volumes

▼Reliance on non-recurring gains
▼Declining product pipeline volumes

“This quarter we increased our expansion project backlog to $14.4 billion, including the largest natural gas project backlog in company history at $13.2 billion.”

· Kim Dang, CEO

United Rentals Inc.

URI · After close

Record quarterly results and upward revision of full-year guidance

▲Record-breaking revenue and earnings
▲Upward revision of full-year outlook
▲Improved operational efficiency and margins

▼Stagnant free cash flow outlook
▼Impact of revenue mix shift

“Our raised guidance reflects this, and is supported by our customers' confidence, their backlogs, and the momentum we see across large projects.”

· Matthew Flannery, CEO

Crown Castle Inc.

CCI · After close

Upward revision of full-year guidance driven by tower business focus and cost efficiency

▲Upward Revision of Full-Year Guidance
▲Operational Efficiency and Cost Savings
▲Strengthened Customer Relationships

▼Persistent Slowdown in Organic Growth
▼Increased Capital Expenditures

“We are increasing our full year 2026 outlook by $20 million for site rental revenues, $25 million for Adjusted EBITDA, and $5 million for AFFO.”

· Sunit Patel (CFO)

Las Vegas Sands Corp.

LVS · After close

Softness in high-end customer demand across Singapore and Macao markets

▲Market Share Gains in Macao
▲Enhanced Shareholder Returns
▲Progress on Singapore Expansion

▼Softening High-End Demand
▼Margin and Profitability Pressure
▼Higher Tax Burden

“The high-end was softer in both of our markets this quarter, which negatively impacted our reported financial results.”

· Patrick Dumont, CEO

Dow Inc. Common Stock

DOW · After close

13% revenue growth and improved profitability through self-help initiatives

▲Revenue growth and margin expansion across all segments
▲Cost savings and strengthened cash flow
▲Strong demand in key markets and pricing power

▼Volume decline and geopolitical headwinds
▼Segment-specific volume weakness and seasonality

“We are on track to achieve the upsized $700 million in growth and productivity benefits in 2026, as well as the approximately $2 billion in total uplift by the end of next year.”

· Karen S. Carter (CEO)

Packaging Corporation of America

PKG · After close

Strong earnings driven by acquisition synergies and price realization

▲Improved profitability of acquired assets
▲Successful price realization strategy
▲Growth in corrugated product shipments

▼Persistent cost headwinds
▼Slowdown in legacy business volume
▼Lower Q4 earnings guidance

“Excluding the special items, our earnings increased by $0.31 per share compared to the third quarter of 2025. The contribution from the acquired Greif business was $0.24 favorable year-over-year.”

· Mark W. Kowlzan, CEO

RS · After close

Record net sales and significant earnings contribution from border wall project

▲Earnings contribution from border wall project
▲Growth in shipment volumes and pricing
▲Strong shareholder return commitment

▼Margin pressure from higher LIFO expenses
▼Year-over-year decline in operating cash flow

“Our smart, profitable growth strategy once again produced record quarterly tons shipped, contributing to non-GAAP diluted earnings per share of $8.02, up 120% year-over-year.”

· Karla Lewis, CEO

Southwest Airlines Company

LUV · After close

Record revenue performance and margin expansion driving profitability

▲Record Revenue and Margin Expansion
▲Strong Passenger Demand and Yield
▲Robust Managed Business Travel

▼Rising Fuel Costs and Expenses
▼Higher Unit Costs and Outlook
▼Downward Revision of Capacity Growth

“Adjusted earnings per share were $0.66, representing a 500% increase year-over-year, and above the midpoint of our guidance range, despite a less favorable fuel environment than we anticipated at the time of our last earnings call.”

· Bob Jordan, CEO

Medpace Holdings Inc.

MEDP · After close

Solid financial performance driven by revenue and new business growth

▲Growth in Revenue and New Business Awards
▲Improved Profitability Metrics
▲Stable Backlog Expansion

▼Backlog Growth Lagging Behind Revenue
▼Accounts Receivable Growing Faster Than Revenue

“The Company forecasts 2026 revenue in the range of $2.835 billion to $2.855 billion, representing growth of 12.0% to 12.8% over 2025 revenue of $2.530 billion.”

· Medpace Holdings, Inc.

ROL · After close

Revenue growth offset by broad decline in profitability metrics

▲Consistent revenue growth
▲Significant improvement in operating cash flow
▲Strong shareholder returns

▼Broad decline in profitability
▼Negative growth in EPS
▼Pressure on residential customer acquisition

“We are disappointed with our third quarter performance and are acting with urgency to address the challenges impacting our results.”

· Jerry Gahlhoff, Jr., CEO

CACI International Inc. Class A

CACI · After close

Revenue growth and backlog expansion drive upward revision of annual guidance

▲Strong Revenue Growth and Margin Expansion
▲Robust Backlog and Order Intake
▲Upward Revision of Annual Guidance

▼Cash Flow and Working Capital Pressure
▼Increase in Days Sales Outstanding

“Based on our results, large and growing backlog, and healthy pipeline, we are raising our fiscal year 2027 revenue and earnings profit outlook while reaffirming guidance for other financial metrics.”

· John Mengucci, CEO

SEI Investments Company

SEIC · After close

Double-digit growth in revenue and operating profit with strategic business expansion

▲Broad-based revenue and profit growth
▲Record sales performance and new wins
▲Strengthened shareholder return policy

▼Revenue and profit decline in specific segments
▼Stagnant AUM and net outflows
▼One-time charges and impact on earnings

“In the third quarter, SEI reported revenue growth of 14%, adjusted operating profit growth of 25%, and adjusted EPS growth of 24% compared to the prior year.”

· Ryan Hicke, CEO

Globe Life Inc.

GL · After close

Premium revenue growth and increased share repurchases

▲Solid growth in premium revenue
▲Improved profitability in health insurance
▲Strengthened shareholder returns

▼Decline in net income and underwriting margins
▼Operational setbacks in specific segments
▼Weakened profitability in life insurance

“The Company adjusted full-year 2026 earnings guidance to a range of $15.35 to $15.65 due to two items impacting the results at our United American General Agency division.”

· Globe Life Management

GGG · After close

day-after-15.3%

Call summary pending

Summarizing the earnings call. Arrives soon.

Molina Healthcare Inc

MOH · After close

Medicaid margin recovery and positive 2027 earnings outlook

▲Signs of Medicaid margin recovery
▲Strong 2027 earnings outlook
▲Improved operational efficiency and cash flow

▼Revenue decline and lower profitability
▼Elevated Medical Care Ratio (MCR)
▼Contract delays and business exits

“With the apparent plateauing of medical cost trend, which remains at elevated levels, and the strength of recent rate updates for 2027, we believe we are likely observing the beginning of the turn in Medicaid margins.”

· Joe Zubretsky, CEO

SouthState Bank Corporation

SSB · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Element Solutions Inc.

ESI · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

First Industrial Realty Trust Inc.

FR · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Hexcel Corporation

HXL · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

First American Corporation (New)

FAF · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Wyndham Hotels & Resorts Inc. Common Stock

WH · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Essential Properties Realty Trust Inc.

EPRT · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Selective Insurance Group Inc.

SIGI · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Sonoco Products Company

SON · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Fulton Financial Corporation

FULT · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Kilroy Realty Corporation

KRC · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Cathay General Bancorp

CATY · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Texas Capital Bancshares Inc.

TCBI · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

CVB Financial Corporation

CVBF · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

BancFirst Corporation

BANF · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

WSBC · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Oceaneering International Inc.

OII · After close

day-after-16.9%

Call summary pending

Summarizing the earnings call. Arrives soon.

SL Green Realty Corp

SLG · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Tue 10/20 · 33

GE · Pre-market

Solid double-digit growth in orders and revenue with an upward revision to full-year guidance

▲Strong Growth in Commercial Engines and Services (CES)
▲Solid Total Results and Guidance Upgrade
▲Expansion in Defense Business and Orders

▼Slight Decline in Total Profit Margin
▼Decrease in Operating and Free Cash Flow
▼Flat to Lower Operating Profit Margin in CES

“We delivered strong results this quarter as solid demand drove orders up 49%, with strength in commercial services up 23%, total revenue up 18% and EPS up 36%.”

· H. Lawrence Culp, Jr.

RTX Corporation

RTX · Pre-market

Double-digit sales and earnings growth driven by strong bookings and operational efficiency

▲Record Backlog and Sales Growth
▲Raised Full-Year Outlook
▲Segment Profitability Improvement

▼Significant Decline in Cash Flow
▼Margin Pressure at Pratt & Whitney

“Adjusted EPS of $2.26 was up $0.56, or 33% year-over-year, including $0.25 from IEEPA cost recovery.”

· Chris Calio, CEO

MMM · Pre-market

Raised full-year EPS guidance driven by organic growth and margin expansion

▲Margin expansion through profitability
▲New product and organic sales growth
▲Shareholder returns and cash flow

▼Weakness in consumer and specific segments
▼Cost pressure and margin dilution

“Based on our Q3 performance and continued strong order trends, we remain confident in achieving organic growth of greater than 3.5% this year.”

· William Brown, Chairman and CEO

Northrop Grumman Corporation

NOC · Pre-market

Record-high backlog and solid revenue growth

▲Record backlog and strong demand
▲Broad-based revenue growth and improved outlook
▲Significant improvement in cash flow

▼Operating margin compression and prior-year comparisons

“In the quarter, our book-to-bill was 1.5x, which drove a new record backlog of $110 billion, reflecting robust demand and years of durable sales.”

· Kathy Warden (CEO)

General Motors Company

GM · Pre-market

Strong North American truck sales and enhanced shareholder returns drive earnings growth and guidance hike.

▲Strong Profitability in North America
▲Improved Cash Flow and Shareholder Returns
▲Growth in Software and Services

▼Commodity and Logistics Cost Pressures
▼Weakness in International and China Operations
▼Declining Financial Services Profitability

“The new $20 billion multi-year authorization we announced today further demonstrates our board's commitment.”

· Mary Barra, Chair and CEO

MSCI · Pre-market

Strong growth in Index and Analytics solutions alongside record asset-based fees

▲Double-digit growth in Index segment
▲Record recurring new sales
▲High retention and profitability

▼Slowdown in Sustainability and Climate
▼Rising operating expenses
▼Margin compression in Analytics

“Financially, our strong Q3 performance included total revenue growth of 12.4%, ABF revenue growth of 25%, subscription revenue growth of 8%, adjusted EBITDA growth of 12%, and adjusted EPS growth of 14%.”

· Henry A. Fernandez, Chairman and CEO

Halliburton Company

HAL · Pre-market

Margin expansion through international growth and cost optimization

▲Growth in International Revenue
▲Strong Performance in Drilling and Evaluation
▲Shareholder Returns and Cost Structure

▼Weakness in North America Hydraulic Fracturing
▼Decline in Completion and Production
▼Decrease in Total Operating Income

“Based on our early outlook for 2027, I expect mid-single digit revenue growth and operating margins of about 15%, an approximately 200 basis point improvement.”

· Jeff Miller (CEO)

KEY · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

EFX · Pre-market

day-after+11.3%

Call summary pending

Summarizing the earnings call. Arrives soon.

Genuine Parts Company

GPC · Pre-market

Revenue growth offset by margin pressure in North America Automotive and lowered EPS guidance

▲Strong growth in Industrial segment
▲Sales expansion in International Automotive
▲Steady consolidated revenue growth

▼Margin pressure in North America Automotive
▼Lowered adjusted EPS guidance
▼Decline in net income

“We also achieved important milestones in our separation process and remain on track to launch GPC and Motion as two independent, leading companies in the first quarter of 2027.”

· Will Stengel, Chairman and CEO

HAS · Pre-market

day-after+11.2%

Call summary pending

Summarizing the earnings call. Arrives soon.

Mueller Industries Inc.

MLI · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Ally Financial Inc.

ALLY · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Vicor Corporation

VICR · Pre-market

beat avg +13.0%

Call summary pending

Summarizing the earnings call. Arrives soon.

Valmont Industries Inc.

VMI · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Commerce Bancshares Inc.

CBSH · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Atlantic Union Bankshares Corporation

AUB · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

Iridium Communications Inc

IRDM · Pre-market

Revenue growth driven by Aireon acquisition alongside margin pressure

▲Expansion in commercial service revenue
▲Steady growth in subscriber base
▲Strategic diversification via Aireon

▼Decline in core OEBITDA
▼Weakness in equipment and engineering revenue
▼Increased net debt and financial leverage

“The combination of these two leading space companies will unlock new innovation in the space industry and accelerate our growth in critical space-based missions.”

· Matt Desch, CEO

United Community Banks Inc.

UCB · Pre-market

Call summary pending

Summarizing the earnings call. Arrives soon.

SPCX · After close

Revenue surge and turnaround driven by Super Intelligence and Connectivity growth

▲Explosive growth in Super Intelligence
▲Strong profitability in Connectivity
▲Starship success and technical progress

▼Persistent operating loss in Space segment
▼High cash burn from massive capital expenditure

“I think revenue for Starlink will be at least somewhat proportionate to the total bandwidth limit... I think in three to five years, there is probably a demand for 1,000 times more bandwidth than there is currently.”

NFLX · After close

Strengthening global content competitiveness and operational efficiency

▲Growth in viewing hours and revenue by region
▲Improved churn and price hike performance
▲Diversification of content strategy and partnerships

▼Slower growth and execution issues in the U.S.
▼Large-scale workforce reduction for cost efficiency
▼Stagnation in viewing hour growth

“As a result, view hours in Q3 in India grew 24% on an absolute basis. They were also up on a per member basis, all of which drives membership. It drove membership and nearly 20% year-over-year revenue growth.”

SAP · After close

Strong cloud revenue growth of 25% and expanded demand for AI-driven enterprise solutions

▲Robust Cloud Segment Growth
▲Market Leadership via AI Adoption
▲Solid Operating Profit Improvement

▼Continued Decline in Services Revenue
▼Slight Compression in Cloud Margins
▼Cautious Outlook Amid Macro Uncertainty

“Total revenue for the quarter was EUR 10.3 billion, up 12%. This is the first time in SAP's history that quarterly revenue crossed EUR 10 billion.”

· Christian Klein (CEO)

Intuitive Surgical Inc.

ISRG · After close

Robust revenue growth driven by increased robotic procedure volume and da Vinci 5 adoption

▲Strong growth in global procedure volume
▲Expansion of system placements led by da Vinci 5
▲Margin improvement through cost efficiency

▼Net income decline due to one-time litigation charge
▼Pricing pressure in the Chinese market

“In Q3, total procedures increased 15%, driven by 14% growth in da Vinci procedures and 31% growth in Ion procedures.”

· Dave Rosa, CEO

CB · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Capital One Financial Corporation

COF · After close

Early realization of Discover acquisition synergies and solid growth in credit card business

▲Early Realization of Discover Synergies
▲Credit Card Revenue and Asset Growth
▲Improvement in Credit Metrics

▼Deposit Decline and Rising Marketing Costs
▼Rising Delinquencies in Auto Loans
▼Future Profitability Headwinds

“Net of these adjusting items, third quarter earnings per share were $6.69. Linked-quarter revenue increased 3% and non-interest expense declined 2%, resulting in pre-provision earnings growth of 10%.”

· Andrew Young (CFO)

United Airlines Holdings Inc.

UAL · After close

Record revenue growth and enhanced competitiveness through Starlink adoption

▲Record revenue and broad-based growth
▲Competitive edge via Starlink integration
▲Operational efficiency and record traffic

▼Margin pressure from rising costs

“United continued to see broad-based strength across all revenue streams compared to the third quarter of 2025, Premium revenue was up 17%, revenue from Basic Economy was up 16%, loyalty revenue was up 17% and cargo revenue was up 23%.”

· Scott Kirby, CEO

East West Bancorp Inc.

EWBC · After close

Record-breaking quarterly earnings with growth in loans and deposits

▲Record Profitability and Growth
▲Record Loan and Deposit Balances
▲Improved Operating Efficiency

▼Decline in Capital Ratios
▼Rise in Nonperforming Assets and Provisions
▼Decrease in Noninterest Income

“Revenue, net interest income, pre-tax pre-provision income (PTPP), net income, and diluted earnings per share all set new records.”

· Dominic Ng, CEO

Equity Lifestyle Properties Inc.

ELS · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Agree Realty Corporation

ADC · After close

Steady performance driven by AFFO growth and upward revision of annual guidance

▲Continued AFFO and Dividend Growth
▲High Portfolio Operational Efficiency
▲Strengthened Balance Sheet and Liquidity

▼Deceleration in AFFO Per Share Growth
▼Reduction in Investment Volume Guidance
▼Lower Capitalization Rate on Asset Dispositions

“We are very pleased with our performance through the first nine months of the year, as we invested approximately $1.3 billion across all three of our external growth platforms and are raising our 2026 AFFO per share guidance to a range of $4.58 to $4.59.”

· Joey Agree, CEO

Hancock Whitney Corporation

HWC · After close

Asset expansion through acquisition and net interest margin improvement

▲NIM and Profitability Growth
▲Asset and Deposit Growth via Acquisition
▲Improved Operational Efficiency

▼Decline in Capital Ratios
▼Lower Noninterest Income and Higher Expenses
▼Deterioration in Asset Quality

“Profitability remains strong with adjusted EPS of $1.66, up 7% from prior quarter, adjusted ROA of 1.41%, and an improved efficiency ratio of 54.46%.”

· John M. Hairston, President & CEO

Pegasystems Inc.

PEGA · After close

Cloud segment growth offset by slowing ACV growth and significant decline in net income

▲Strong growth in Cloud business
▲Steady growth in total ACV
▲Continued cost efficiency

▼Slowing ACV growth and challenging environment
▼Decline in GAAP net income and cash flow
▼Negative growth in Consulting and License segments

“While our ACV growth through the first three quarters of 2026 did not reflect the opportunity we see in the market, largely due to go-to-market execution challenges, our Q3 ACV add was the strongest of the year.”

· Ken Stillwell, COO and CFO

Alaska Air Group Inc.

ALK · After close

Revenue growth offset by surging fuel costs leading to operating and net losses

▲Strong Revenue and Unit Performance
▲Growth in Premium and Loyalty Segments
▲International Network Expansion

▼Profitability Impact from Surging Fuel Costs
▼Operating Margin Compression and Net Loss
▼Decline in Load Factor

“While we're not satisfied with this quarter's result or the $1.8 billion fuel headwind this year, we are confident in our ability to execute on the things we can control.”

· Ben Minicucci, CEO

Nicolet Bankshares Inc.

NIC · After close

Earnings growth driven by net interest margin expansion and core profitability

▲Net Interest Margin and Core Profitability
▲Core Deposit Growth and Asset Quality
▲Operational Efficiency and Cost Reduction

▼Decrease in Total Assets and Capital
▼Volatility in Noninterest Income
▼Rise in Nonperforming Assets

“Core earnings increased, our net interest margin expanded again, and we delivered a core return on average tangible common equity of 22%.”

· Mike Daniels, CEO

Mon 10/19 · 14

Fifth Third Bancorp

FITB · Pre-market

Successful Comerica integration and organic growth driving profitability

▲Significant improvement in profitability
▲Organic growth in core deposits and loans
▲Realization of cost synergies

▼Capital pressure and market sensitivity
▼Net interest margin (NIM) compression
▼Imbalance in non-interest income

“Despite the conversion occurring a full 10 weeks into the quarter, we have already exceeded two of the three 2027 profitability targets spelled out in our deal announcement.”

· Tim Spence, CEO

Cleveland-Cliffs Inc.

CLF · Pre-market

day-after+16.3%

Steel demand recovery and improved profitability through contract renewals

▲Significant quarterly improvement
▲Higher selling prices and cost efficiency
▲Strong 2027 outlook

▼Production disruptions at Stelco
▼Working capital pressure on cash flow
▼Increased capital expenditure and debt reduction focus

“Based on the new contracts we have already signed with our clients and prevailing index price forecasts, we would expect our 2027 adjusted EBITDA to exceed $4 billion.”

· Lourenco Goncalves (CEO)

Southern Copper Corporation

SCCO · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

Steel Dynamics Inc.

STLD · After close

Record steel shipments and ramp-up of aluminum operations

▲Record Steel Performance
▲Strong Steel Fabrication Demand
▲Aluminum Business Progress

▼Aluminum Operational Issues
▼Metals Recycling Margin Contraction
▼Guidance Shortfall

“Steel prices continued to improve and the teams executed well across our steel platform, driving a sequential quarterly increase in consolidated operating income of $306 million, or 44 percent.”

· Mark Millett, CEO

W.R. Berkley Corporation

WRB · After close

Solid quarterly performance driven by improved insurance underwriting and higher investment income

▲Insurance Segment Profitability and Growth
▲Robust Investment Income Growth
▲Capital Efficiency and Shareholder Returns

▼Reinsurance Segment Revenue Decline
▼Decline in Capital Return Metrics
▼Slower Net Premium Growth

“The Company delivered another excellent quarter, generating an annualized 18.8% operating return on beginning-of-year stockholders' equity.”

· W. Robert Berkley, Jr. (CEO)

Synchrony Financial

SYF · After close

Solid growth in purchase volume and expansion through strategic partnerships

▲Broad-based purchase volume growth
▲Strengthened digital and partner ecosystem
▲Stable credit quality metrics

▼Decline in overall profitability
▼Rising operating costs and lower efficiency
▼Significant drop in net earnings

“Total purchase volume reached nearly $50 billion again this quarter, the highest third-quarter level in our history and an increase of 8% compared to last year.”

· Brian Doubles, CEO

Annaly Capital Management Inc.

NLY · After close

Shift to GAAP net loss and decline in book value per share

▲Resilient Earnings Available for Distribution
▲Record Performance in Residential Credit
▲Improvement in Net Interest Margin

▼Decline in Book Value and Net Income
▼Increase in Leverage Ratios
▼Rising Interest Costs and Margin Pressure

“Annaly generated EAD of $0.80 per share, once again exceeding the common stock dividend and underscoring the durable earnings power of our platform.”

· David Finkelstein, CEO

AGNC Investment Corp.

AGNC · After close

Net asset value decline and net loss due to fixed income market volatility

▲Resilient Net Interest Spread
▲Strong Liquidity and Capital Raising
▲Enhanced Hedging Strategy

▼Significant Decline in Net Book Value
▼Large Unrealized Losses
▼Rising Funding Costs and Margin Compression

“Consistent with this material underperformance of our underlying asset class, AGNC's economic return on tangible common equity in the third quarter was -12.7%.”

· Peter Federico, CEO

Wintrust Financial Corporation

WTFC · After close

Record net income driven by solid loan and deposit growth

▲Robust growth in loans and deposits
▲Expansion of net interest income
▲Record-breaking net income

▼Increase in net charge-offs and provisions
▼Slight compression in net interest margin
▼Decline in non-interest income

“Net interest income came in at $621.6 million for the quarter, an increase of $24.2 million, or 16% annualized, from the second quarter of 2026.”

· Timothy S. Crane, CEO

Zions Bancorporation N.A.

ZION · After close

Net interest margin compression and rising operating expenses amid improved asset quality

▲Improved credit quality and provision benefit
▲Solid growth in customer deposits
▲Broad-based growth in noninterest income

▼Compression of net interest margin
▼Operating expenses outpacing revenue growth
▼Decline in pre-provision net revenue

“Third quarter earnings per share increased 20% to $1.78, up from $1.48 a year ago.”

· Harris H. Simmons, CEO

Western Alliance Bancorporation Common Stock (DE)

WAL · After close

Profitability improvement driven by net interest margin expansion and asset quality

▲Expansion of NIM and Profitability
▲Significant Improvement in Asset Quality
▲Strengthened Shareholder Returns

▼Decline in Capital Ratios and Book Value
▼Increase in Non-interest Expenses
▼Deposit Shifts and Asset Contraction

“Strong execution generated pre-provision net revenue of $419 million, up $25 million, or 6.4%, year-over-year and earnings per share of $2.45, up $0.17, or 7.5%.”

· Kenneth A. Vecchione, CEO

BOK Financial Corporation

BOKF · After close

Solid loan portfolio growth and net interest margin expansion

▲Sustained Loan Portfolio Growth
▲Improvement in Net Interest Margin
▲Stable Capital Adequacy

▼Significant Decline in Fee Revenue
▼Decrease in Deposits and Capital Ratios
▼Net Income Decline Due to One-time Gains

“We delivered another strong quarter, with $646 million of loan growth, 11.5% year-over-year loan growth, continued expansion in core net interest income, and peer-leading credit outcomes.”

· Stacy Kymes, CEO

F.N.B. Corporation

FNB · After close

Call summary pending

Summarizing the earnings call. Arrives soon.

RLI Corp. Common Stock (DE)

RLI · After close

Decline in underwriting income and significant drop in net earnings

▲Solid growth in investment income
▲Improved profitability in surety segment
▲Moderate growth in gross premiums

▼Deterioration in underwriting income and combined ratio
▼Weakness in casualty segment
▼Significant decline in net earnings and EPS

“We delivered an 86 combined ratio, with strong underwriting performance in our property and surety segments.”

· Craig Kliethermes, President CEO

Figures from press releases (SEC 8-K); call highlights summarized from earnings-call transcripts. Next-day reactions fill in after the following close.