FN2 Earnings Intelligence
Earnings, decoded
Event-level earnings scorecards, market reactions, and transcript intelligence generated from FN2's source records.
Reporting in the next 7 days
Full calendar| Date | Company | Session | Consensus EPS | Consensus revenue | Last quarter |
|---|---|---|---|---|---|
| Thursday, Oct 29, 2026 | AJG Arthur J. Gallagher & Co. | After market close | $2.99 | $3.98B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | AMP Ameriprise Financial, Inc. | Before market open | $11.77 | $5.10B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | AMZN Amazon.com, Inc. | After market close | $1.97 | $202.22B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | AOS A. O. Smith Corporation | Before market open | $0.90 | $960.2M | FY2026 Q2 |
| Thursday, Oct 29, 2026 | ARES Ares Management Corporation | Before market open | $1.25 | $1.24B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | AVY Avery Dennison Corporation | Before market open | $2.32 | $2.26B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | BAX Baxter International Inc. | Before market open | $0.52 | $2.91B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | BBIO BridgeBio Pharma, Inc. | After market close | $-0.54 | $293.5M | FY2026 Q2 |
| Thursday, Oct 29, 2026 | BG Bunge Global S.A. | Before market open | $2.41 | $23.28B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | BLDR Builders FirstSource, Inc. | Before market open | $1.06 | $3.75B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | BMY Bristol-Myers Squibb Company | Before market open | $1.10 | $12.72B | FY2026 Q2 |
| Thursday, Oct 29, 2026 | CARR Carrier Global Corporation | Before market open | $0.76 | $6.09B | FY2026 Q2 |
GSK plc
GSK’s Q3 analysis supports a constructive but balanced view: specialty-medicine growth, new launches and pipeline investment are supporting momentum, while pricing pressure, launch execution and acquisition costs remain important offsets.
Ferrovial N.V.
The supplied analysis supports the view that resilient infrastructure demand and execution are supporting Ferrovial’s growth, but the next phase depends on traffic durability, project financing, and successful delivery of new U.S. concessions.
MGM Resorts International
MGM’s Q3 showed operating momentum in Las Vegas, digital gaming and Macau, but the next phase depends on whether leisure demand holds up as costs, competition and investment needs rise.
Ford Motor Company 6.500% Notes
Ford's Q3 analysis supports a constructive operating picture: truck and van performance, high-margin software and parts, and Ford Energy progress offset substantial commodity, logistics, and launch-execution risks. The evidence is positive, but delivery of the Fathom EV and cost controls remains important.
Gen Digital Inc. Contingent Value Rights
The quarter supports a constructive operating thesis: resilient demand for cyber safety and financial-wellness products, partner-channel expansion, and AI-enabled efficiency supported growth and a guidance raise. The main tests are adoption of new AI products, conversion of the employee-benefits pipeline, and the margin profile as Trust-Based Solutions expands.
Carvana Co.
Carvana's Q3 results provide evidence for a growth-and-execution case: record volume, revenue, profitability, improved leverage, and maintained EBITDA guidance. The counterpoints are margin sensitivity to mix and operating costs, financing-rate exposure, capacity execution, and uncertainty around new AI initiatives; the modestly negative market reaction suggests the strong operating report was not fully rewarded immediately.
Microsoft Corporation
The current quarter supports the view that earnings growth and resilient enterprise demand can underpin Microsoft’s outlook over the next year: cloud growth accelerated, AI usage broadened, and guidance was maintained. The counterevidence is the need to fund capacity at scale while managing GPU availability, token economics, and competition.
Phillips 66
Phillips 66's Q3 analysis supports a constructive operating picture: strong refinery utilization, midstream volume growth and chemicals advantages underpin management's outlook, while margin normalization, crude differentials and capital-project execution remain material risks.
Boston Scientific Corporation
Boston Scientific's longer-term growth case remains tied to restructuring, new product launches and Penumbra, but near-term execution risks have increased after the cyber incident and continued EP and WATCHMAN pressure.
Generac Holdings Inc.
Generac's Q3 update supports a constructive demand narrative, led by data-center infrastructure and improving residential demand. The key test is whether capacity expansion and component availability convert the backlog into revenue without increasing execution or concentration risks.
Otis Worldwide Corporation
Otis's Q3 analysis supports a constructive operating thesis centered on resilient service demand, modernization growth, and backlog support. The main counterweight is continued weakness in China's new-equipment market and the need to protect margins as investments and mix evolve.
Honeywell Aerospace Inc
The supplied analysis supports a constructive but conditional view: resilient demand, a record backlog, and supply-chain investment support the growth case, while execution on supplier diversification, product ramp-up, and mix remains necessary to sustain it.
Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered Shs
The supplied analysis supports a constructive but qualified view: AI adoption is accelerating across Alphabet's major businesses, while infrastructure investment, capacity constraints, FX, and slower AI monetization remain key tests.
Masco Corporation
Masco's quarter supports a constructive operating narrative: strong North American plumbing demand and brand investment are offsetting pockets of weakness, but international softness and cost inflation remain important checks on durability.
Garmin Ltd.
Garmin's record Q3, broad-based segment growth, new products and higher full-year guidance support the case for continued earnings growth. The counterevidence is near-term cost and inventory pressure, a declining auto OEM business, and execution dependence on 2027 capacity and partnership milestones.
Old Dominion Freight Line, Inc.
ODFL’s Q3 showed strong revenue and earnings growth with stable demand, but Q4 cost pressures and a maintained outlook make margin execution the key issue.
Jones Lang LaSalle Incorporated
JLL's Q3 analysis supports a constructive operating thesis: resilient demand, advisory growth and early AI-enabled efficiency gains are reinforcing growth and margin expansion. The main qualification is that higher yields, APAC contract changes and macro volatility remain material execution risks.
AerCap Holdings N.V.
AerCap's Q3 analysis supports a constructive operating picture: constrained aircraft supply, lease demand, asset sales, and maintenance activity drove a record quarter and higher guidance. The main question is how much of the unusually strong maintenance and asset-sale contribution can persist while fuel prices and capital deployment remain risks.
GE Vernova Inc.
GE Vernova’s Q3 results support a constructive operating thesis: strong orders, margin expansion and raised cash-flow guidance indicate resilient demand. The key test is whether growth converts into durable margins while acquisition, wind-market and customer-concentration risks remain manageable.
Nomura Holdings, Inc.
Nomura’s growth engines remained intact through recurring-revenue inflows, bond sales and Investment Banking activity, but the quarter was mixed: lower ROE and a higher Wholesale expense ratio temper the outlook.
HF Sinclair Corporation
HF Sinclair’s Q3 showed strong earnings momentum from tight fuel markets and renewable diesel profitability. The next-year case depends on margin durability and execution of the El Dorado, Westline Connect and lubricants separation plans.
American Electric Power Company, Inc.
AEP’s Q3 update strengthens the growth case through higher long-term EPS targets, substantial contracted-load demand, and expanded transmission and generation investment. The central test is whether the company can execute the capital plan while funding it, securing regulatory approvals, and sustaining growth beyond the five-year outlook.
Alphabet Inc.
Alphabet’s Q3 analysis supports a constructive operating thesis: AI adoption is broadening across Cloud, Search, YouTube and new agentic products, but the investment cycle creates margin, capacity and execution risks.
TE Connectivity plc
TE Connectivity's record FY2026 performance, AI infrastructure and Energy demand, and roughly $8 billion backlog provide evidence supporting continued growth into FY2027. The key tests are backlog conversion, margin durability, and the pace of optical adoption.
Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered Shs
Alphabet’s Q3 analysis supports a growth-led thesis: AI-enabled Search, Google Cloud, TPU systems and Gemini adoption are expanding quickly. The key counterweights are monetization gaps in AI Mode, capacity constraints, rising capex, inventory buildup, foreign-exchange headwinds and regulatory costs.
Automatic Data Processing, Inc.
ADP's Q1 supports the view that resilient employer-services demand and expanding AI-enabled products can sustain growth, although execution, adoption, FX and margin risks remain.
T-Mobile US, Inc.
The supplied analysis supports a constructive operating picture: T-Mobile is combining postpaid growth and network leadership with expansion in broadband, fiber, enterprise, and AI-edge services. The main test is whether these initiatives can scale while churn, spectrum, and infrastructure-return risks remain controlled.
Avantor, Inc.
Avantor's Q3 results support a constructive operating trajectory: organic growth returned, VWR accelerated, BMP improved and management raised its outlook. The thesis still depends on sustaining margin expansion while navigating inflation, mix, Europe and BMP order timing.
United Microelectronics Corporation
UMC's Q3 supports a constructive growth case: strong shipments and utilization, higher-value products and AI-related demand are driving expansion. The case remains dependent on pricing, capacity execution and sustained AI demand.
Equinor ASA
Equinor’s Q3 analysis supports a constructive operating trajectory: production growth, stronger refining performance, renewable-project progress and raised guidance outweighed the identified risks. The evidence is supportive but remains exposed to safety, commodity-market, project-approval and tax-timing risks.
Smurfit Westrock plc
Smurfit WestRock showed operating resilience through Q3, but the investment case remains dependent on converting price increases into full cost recovery while managing substantial energy and freight inflation.
Deutsche Bank AG
The quarter supports a constructive but conditional view: stronger asset gathering, German banking activity and technology investments helped Deutsche Bank raise its revenue outlook, while expense discipline, credit provisioning and market-sensitive investment-banking revenue remain key tests.
Fomento Económico Mexicano, S.A.B. de C.V.
FEMSA's current evidence supports a cautiously constructive operating thesis: OXXO traffic and strategic execution improved, but durability depends on sustaining demand without margin erosion and converting Spin investment into responsible monetisation.
UBS Group AG
The supplied Q3 evidence is broadly supportive of UBS's operating trajectory: wealth-management inflows, integration progress, and continued capital returns remain positive signals. The principal counterweight is uncertainty around Swiss capital regulation, with additional execution and macro risks.
Evercore Inc.
Evercore's record Q3 and broader revenue mix support a constructive growth case, but the durability of M&A activity, the ramp of new senior bankers and expense discipline remain key tests.
The Ensign Group, Inc.
The quarter supports a constructive operating thesis: demand, occupancy, skilled mix and acquisition capacity are contributing to growth, while execution and reimbursement risks remain material.
Baker Hughes Company
The quarter supports a constructive demand and backlog narrative, but the durability of earnings growth depends on execution: converting IET orders, integrating Chart, improving margins and reducing leverage.
Lennox International Inc.
Lennox’s growth engine remains active through Building Climate Solutions, commercial demand, and acquisitions, but the near-term earnings case is challenged by residential weakness, pricing pressure, and tariffs. The supplied analysis supports a recovery thesis only if productivity, regional pricing, portfolio actions, and the 2027 entry-tier launch improve profitability.
GE HealthCare Technologies Inc.
GE HealthCare’s Q3 supports a constructive operating trajectory: organic growth and margin expansion led management to raise 2026 guidance. The outlook still depends on capital-equipment demand, radiopharmaceutical execution and supply-chain cost control.
Expand Energy Corporation
The current analysis supports a constructive operating thesis: Twin Eagle integration, hedging and demand from LNG, data centers and industrial customers strengthen the integrated-gas platform. Execution, commodity prices and capital intensity remain important tests.
IDEX Corporation
The quarter supports a constructive operating trajectory: management described record orders and strength in data centers, semiconductors, space and defense, while raising the full-year organic-growth outlook. The main test is whether HST momentum and data-center demand remain durable as weaker end markets and input-cost pressure persist.
Aon plc
Aon's quarter supports a constructive view of resilient demand and operating leverage, but the next leg of the story depends on executing the USI integration while managing reinsurance pricing and investment-income pressure.
Labcorp Holdings Inc.
Labcorp's Q3 analysis supports a constructive operating picture: revenue, EPS and margins improved, while specialty testing, biopharma services and acquisitions broadened growth. The main counterweight is reimbursement and integration risk.
FirstEnergy Corp.
Management's confident outlook rests on sustained data-center load growth, expanded transmission investment and generation projects; execution and financing remain key tests.
C.H. Robinson Worldwide, Inc.
The supplied analysis supports a constructive operating thesis: resilient demand, Lean AI productivity and disciplined revenue management are supporting growth and margin expansion. The thesis remains conditional on RXO integration, insurance-cost control and sustained freight-market execution.
Crane Company
The quarter supports a constructive operating thesis: resilient aerospace, defense, cryogenics, water-treatment, and pharmaceutical demand, combined with acquisition contributions and higher guidance, can support earnings growth. The countercase is that portfolio reshaping, integration, margin durability, and weaker chemical markets could temper that trajectory.
International Paper Company
International Paper's Q3 improvement supports a recovery case built on price realization, productivity and cost-out actions. The case remains conditional: softer demand, inflation, nonrecurring insurance proceeds and cash-flow pressure offset part of the operating progress.
OGE Energy Corp.
OGE's Q3 update strengthens the case for an investment-led growth narrative: management cited stronger demand and operational performance, raised guidance, and expanded generation, storage, and transmission plans. The key test is whether regulatory approvals, financing, and project execution keep pace with the capital program.
Flex Ltd.
The quarter supports a constructive operating thesis for Flex: strong demand for AI infrastructure power, cooling, and compute is supporting growth, margin expansion, and a higher full-year outlook. The thesis remains dependent on execution, sustained mix, supply availability, and customer concentration.
PPG Industries, Inc.
PPG's Q3 showed resilient demand across aerospace, architectural, performance and packaging coatings, while pricing execution reached price-cost neutrality ahead of schedule. The raised EPS outlook and planned aerospace investment support the growth case, but automotive production, inflation timing and macro conditions remain important checks.
Ventas, Inc.
Ventas' Q3 results support a constructive operating thesis: senior-housing occupancy, rate growth, acquisitions, and operating leverage are driving momentum. The key test is whether growth and margins hold as occupancy rises and financing and operating costs remain risks.
UMB Financial Corporation
UMB Financial's Q3 supports a constructive operating trajectory: loan production, fee businesses, and productivity initiatives were strong, while the Eldorado deal adds a low-cost deposit franchise. The main counterweights are flat near-term core NIM, potentially slower loan growth, and execution risk around the acquisition.
Biogen Inc.
Biogen's Q3 analysis supports a strengthening growth portfolio, led by Appellis assets and SPINRAZA conversion, but the outlook remains dependent on pipeline execution, access, and integration.
Universal Health Services, Inc.
UHS maintained 2026 guidance, but Q3 showed near-term pressure from slower de novo hospital ramps, lower surgical volumes and one-time costs. The Talkspace integration and outpatient expansion are the main operational supports.
Arch Capital Group Ltd.
Arch Capital's Q3 analysis supports a constructive operating picture: strong underwriting, attractive casualty and marine war-risk opportunities, and abundant capital outweighed low single-digit insurance growth and competitive pressure. The durability of returns depends on disciplined cycle management and the treatment of mortgage and tax-related constraints.
Vertiv Holdings Co
The supplied Q3 analysis supports a constructive view of Vertiv's demand trajectory: organic orders grew sharply, the pipeline was balanced across regions, and capacity expansion is intended to support AI and high-density data-center growth. The main test is whether execution, product quality and new capacity can keep pace without diluting margins.
Amphenol Corporation
The supplied analysis supports a constructive near-term operating thesis for Amphenol: AI and data-center demand, acquisitions and broad end-market strength are supporting growth. The key tests are whether demand remains durable and integration can occur without meaningful margin pressure.
Fortive Corporation
The supplied analysis supports a constructive Fortive operating narrative: growth accelerated, guidance was raised, and recurring revenue and new products remain priorities. The evidence is balanced by questions about margin durability, investment returns, cost inflation, and near-term calendar effects.
NiSource Inc
The call supports a constructive but execution-dependent outlook: resilient demand from data-center customers and improved guidance strengthen the growth case, while capital intensity, regulatory approvals, financing, and weather exposure temper it.
RenaissanceRe Holdings Ltd.
RenaissanceRe’s Q3 supports a durable earnings model built on underwriting, fees, and investment income. Strong underwriting and higher reinvestment yields were offset by mark-to-market losses and exposure to catastrophe, casualty, tax, and pricing risks.
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