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Earnings

Which beauty giant guided adjusted EPS growth of up to 34 percent for fiscal 2027 and reports before the open on November 2?

In fiscal 2026 Asia Pacific organic sales rose mid-single digits on Asia travel retail, with Korea, Hong Kong and Hainan growing, while rest of mainland China travel retail fell after a change in duty-free retailers at the Beijing and Shanghai airports. Mainland China overall …

Vinay Lochav | 02 November 2026

Which veterinary diagnostics leader raised its 2026 EPS outlook to USD 14.69 to USD 14.94 while US clinic visits fell 1.3 percent?

IDEXX sells diagnostic tests and instruments to veterinary clinics, so itsRecurring Revenuefollows clinic traffic and testing intensity. When visits decline, growth must come from more tests per visit and price. The company has pointed to new products to do that: CancerDx has passed 10,000 …

Vinay Lochav | 02 November 2026

Why does the market expect first-quarter EPS to fall about 63 percent at a household cleaning brand reporting on November 2?

The fiscal 2027 outlook for net sales of USD 7.6 billion to USD 7.7 billion implies growth of 13 to 14 percent from USD 6.72 billion, but the lift comes substantially from theAcquisitionof GOJO rather than from the base business, which is a mechanism …

Vinay Lochav | 02 November 2026

Which Permian producer guided oil output to 517,000 to 527,000 barrels a day and reports on November 2 as crude holds near USD 100?

Diamondback converts production into free cash flow, which then funds debt reduction, dividends and buybacks. In the second quarter it generated adjusted free cash flow of USD 2,331 million, repurchased 756,385 shares for about USD 141 million and cut net debt by about USD …

Vinay Lochav | 02 November 2026

Which two income stocks report on November 2, one with 675 straight monthly dividends and one that closed a USD 5.5 billion acquisition?

Williams (NYSE:WMB) missed second quarter adjusted EPS consensus with USD 0.50 against USD 0.52, though adjusted EBITDA rose 6 percent to USD 1.921 billion. The Momentum Midstream acquisition for USD 5.5 billion adds Haynesville gathering and more than 4 billion cubic feet per day …

Vinay Lochav | 02 November 2026

Which chipmaker grew data center sales 107 percent to USD 6.7 billion and reports on November 3 after a roughly 10 percent one-day drop?

Data center is the engine: first-half segment revenue was USD 12.5 billion, up 81 percent, driven by EPYC server CPUs and Instinct MI350 accelerators. The next step is Helios, a rack-scale system built on MI450 chips; initial shipments are slated for late in the …

Vinay Lochav | 02 November 2026

How can an AI server maker guide fiscal 2027 sales of USD 65 billion to USD 72 billion yet face a 14.4 percent options-implied move on November 3?

PublishedOptionsdata as of October 30 show an implied move of about 14.4 percent, against a ten-year average near 16.0 percent. With revenue and margin disclosed, the open items are EPS, operating expenses,Cash Flowand second quarter guidance. Cash is the sensitive point. Fiscal 2026Operating Cash …

Vinay Lochav | 02 November 2026

Why is a USD 201 billion commerce platform priced for a 13.6 percent move when it reports before the open on November 3?

Options data as of October 30 show an implied move of about 13.6 percent, equal to the ten-year average, so the market is not pricing an unusual shock but a typical, sizeable reaction. Gross merchandise volume is the engine: when merchants sell more, payments …

Vinay Lochav | 02 November 2026

What does a 15.9 percent options-implied move mean for an AI connectivity chip supplier guiding USD 540 million to USD 560 million on November 3?

Options data as of October 30 imply a move of about 15.9 percent, a little below the ten-year average of 17.5 percent. Astera sells connectivity silicon that moves data between processors, memory and networking in AI servers, so revenue tracks a handful of hyperscaler …

Vinay Lochav | 02 November 2026

Why is a language-learning app with 58.7 million daily users guiding bookings growth of just 8.9 percent into its November 3 report?

Bookings lead revenue, so guidance of USD 307 million for the third quarter shows revenue growth slowing toward 11 percent. The full-year bookings outlook assumes a stronger fourth quarter that has not yet been demonstrated. Management's adjusted EBITDA margin target is 26.5 percent for …

Vinay Lochav | 02 November 2026
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