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Earnings

Which of four software, data and technology services reporters on November 3, from a platform growing revenue 34 percent to one guiding margin down to about 36 percent, faces the highest bar?

Key HighlightsShopify (NASDAQ:SHOP) grew second quarterRevenue34 percent and guides to low-thirties growth, with calendar EPS of USD 0.46 and aMarket Valuenear USD 201.29 billion ahead of its report before the open.Dynatrace (NYSE:DT) grew first quarter revenue 16.3 percent to USD 554.55 million, above guidance, …

Vinay Lochav | 30 October 2026

Which of four consumer reporters on November 3, from a 300 to 400 basis point margin squeeze to a USD 7.36 billion coffee mega-deal quarter, faces the toughest test?

Key HighlightsCoupang (NYSE:CPNG) is guiding EBITDAMargindown a further 300 to 400 basis points year over year, with published EPS estimates ranging from a loss of USD 0.01 to a loss of USD 0.23 ahead of its November 3 report after the close.Booking Holdings (NASDAQ:BKNG) …

Vinay Lochav | 30 October 2026

Which of four November 3 reporters, from a chipmaker that scrapped its dividend to a can maker needing USD 1.37 billion of second-half cash, faces the biggest capital allocation test?

Key HighlightsSkyworks Solutions (NASDAQ:SWKS) will not declare quarterly dividends going forward, replaced its buyback with a USD 2 billion authorization and guided to USD 1.27 EPS ahead of its Qorvo combination.International Flavors & Fragrances (NYSE:IFF) is selling Food Ingredients for about USD 3.8 billion …

Vinay Lochav | 30 October 2026

Which of four November 3 reporters has the clearest peer read-through, from a refiner chasing USD 26 a share to a logistics firm facing a USD 2.23 bar?

Key HighlightsMarathon Petroleum (NYSE:MPC) faces calendar EPS of USD 26 versus USD 17.73 reported in the second quarter, after Valero Energy reported a refiningMarginof USD 39.24 per barrel on October 23, 2026.Archer-Daniels-Midland (NYSE:ADM) raised its 2026 adjusted EPS outlook to USD 5.15 to USD …

Vinay Lochav | 30 October 2026

Which of four insurers and asset managers reporting on November 3, from a USD 1.05 trillion asset manager that missed EPS to a life insurer facing a lower USD 3.33 bar, has the most to prove?

Key HighlightsPrudential Financial (NYSE:PRU) earned USD 4.08 of adjustedOperating Incomeper share in June against a USD 3.33 screener bar for its report due after the close on November 3, 2026, with Japan sales suspended.Assurant (NYSE:AIZ) shares rose 7.20 percent on August 5, yet published …

Vinay Lochav | 30 October 2026

How Did NPK International (NYSE:NPKI) Lift Its Adjusted EBITDA Margin to 26.2% Through a Dry Texas Spell?

Revenue was $76.3 million, up 11% from $68.8 million in the third quarter of 2025. Rental and service revenue increased 12% to $49.6 million, while product sales rose 9% to $26.7 million. For the first nine months of 2026, revenue reached $232.9 million against …

Vinay Lochav | 30 October 2026

Why Did OFS Capital (NASDAQ:OFS) Report NAV of $7.38 Just Before a $52.3 Million Equity Sale?

The company attributed the quarterly fall primarily to a net loss on investments of $0.89 per share and to its $0.17 quarterly distribution exceeding net investment income of $0.05 per share. The net decrease in netAssetsfrom operations was $11.5 million, or $0.86 per share, …

Vinay Lochav | 30 October 2026

Is Olin (NYSE:OLN) Heading Into Its Huntsman Merger With Adjusted EBITDA of $191.4 Million and a $80 Million to $100 Million Fourth-Quarter Range?

Net income was $14.4 million, or $0.13 per diluted share, against $42.8 million, or $0.37.Operating Incomewas $59.2 million versus $82.8 million, and net interest expense was $44.5 million versus $45.2 million.

Vinay Lochav | 30 October 2026

Is OneSpan (NASDAQ:OSPN) Building a Subscription Engine After Revenue Rose 12% to $63.9 Million?

Total revenue increased by $6.8 million, or 12%, to $63.9 million.Cybersecurityrevenue rose about 11% to $44.9 million, while Digital Agreements revenue rose 14% to $19.0 million, helped by overage usage fees, customer expansions and new logos.

Vinay Lochav | 30 October 2026

Why Did OSI Systems (NASDAQ:OSIS) Post $1.51 Diluted EPS While Healthcare Revenue Fell 13.8%?

Net revenues were $403.5 million, up $18.9 million, or 4.9%, from $384.6 million. Security, the largest division, grew 3.9% to $264.1 million, with product revenues up about $3.6 million and service revenues up about $6.2 million. The company cited higher RF system and checkpoint …

Vinay Lochav | 30 October 2026
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