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InterDigital (IDCC) Q3 2026 Earnings Call: Revenue Up 17%

InterDigital Q3 2026 revenue rose 17% to $193.4 million, ARR reached $629 million, and management expects full-year revenue above the $810 million midpoint.

InterDigital Inc

TradingKey

Thu, Oct 29

Leonardo DRS (DRS) Fiscal Q3 2026 Earnings Call: $5.6B Backlog, Guidance Raised

Leonardo DRS fiscal Q3 2026 revenue rose 11% to $1.1 billion, backlog reached $5.6 billion, margins expanded and FY2026 guidance increased.

Leonardo DRS Inc

TradingKey

Thu, Oct 29

CSW Industrials Fiscal Q2 2027 Earnings Call: Revenue Rises 31%, EBITDA Hits Record

CSW Industrials’ fiscal Q2 2027 earnings call details 31% revenue growth, record $97 million adjusted EBITDA, stronger cash flow and lower leverage.

CSW Industrials Ord Shs

TradingKey

Thu, Oct 29

Churchill Downs (CHDN) Q3 2026 Earnings Call: Record EBITDA and Asset Sale Progress

Churchill Downs Q3 2026 earnings call: revenue reached $696 million, adjusted EBITDA hit $264 million, and regional gaming asset sales remained on track.

Churchill Downs Inc

TradingKey

Thu, Oct 29

Cullen/Frost Bankers (CFR) Q3 2026 Earnings Call: Loan Growth and Guidance Raised

Cullen/Frost Bankers’ Q3 2026 earnings call covered 6.4% EPS growth, 9% loan growth, a record $2.5 billion pipeline and higher full-year guidance.

Cullen/Frost Bankers Inc

TradingKey

Thu, Oct 29

Builders FirstSource (BLDR) Q3 2026 Earnings Call: Guidance Midpoints Maintained

Builders FirstSource Q3 2026 sales fell 2% to $3.9 billion as housing remained weak. BLDR maintained its full-year sales and EBITDA outlook midpoints.

Builders FirstSource Inc

TradingKey

Thu, Oct 29

AXIS Capital (AXS) Q3 2026 Earnings Call: Premiums Rise 11%, Buybacks Accelerate

AXIS Capital’s Q3 2026 earnings call covered 11% premium growth, a 94% combined ratio, $211 million of investment income and higher share buybacks.

AXIS Capital Holdings Ltd

TradingKey

Thu, Oct 29

Allegro MicroSystems (ALGM) Fiscal Q2 2027 Earnings Call: Sales Rise 29%, Data Center Revenue Tops $46M

Allegro MicroSystems fiscal Q2 2027 earnings call: sales rose 29% to $277 million, data center revenue topped $46 million, and Q3 guidance was $278 million–$288 million.

Allegro Microsystems Inc

TradingKey

Thu, Oct 29

AGCO Q3 2026 Earnings Call: Sales Fall 8.6%, EPS Guidance at $5.50

AGCO’s Q3 2026 earnings call covered an 8.6% sales decline, a 6.1% adjusted margin and 2026 guidance for approximately $5.50 in adjusted EPS.

TradingKey

Thu, Oct 29

WEC Energy Group Q3 2026 Earnings Call: EPS Guidance Raised, $47.5B Capital Plan

WEC Energy Group Q3 2026 earnings call: EPS rose to $1.18, guidance increased to $5.60-$5.64, and the 2027-2031 capital plan reached $47.5 billion.

WEC Energy Group Inc

TradingKey

Thu, Oct 29

Vulcan Materials (VMC) Q3 2026 Earnings Call: EBITDA, Energy Costs and 2027 Pricing

Vulcan Materials’ Q3 2026 earnings call covered $707 million of adjusted EBITDA, higher aggregates pricing, $120 million of energy headwinds and its 2027 pricing outlook.

Vulcan Materials Co

TradingKey

Thu, Oct 29

TPG Q3 2026 Earnings Call: Fundraising Guidance Raised Above $55 Billion

TPG’s Q3 2026 earnings call covered 25% fee-related revenue growth, nearly $42 billion of fundraising and 2026 guidance above $55 billion.

TradingKey

Thu, Oct 29

Blue Owl Capital (OWL) Q3 2026 Earnings Call: AUM Reaches $330 Billion

Blue Owl Capital’s Q3 2026 earnings call: AUM rose 12% to $330 billion, fundraising reached $12.6 billion, and management reiterated its 2026 outlook.

Blue Owl Capital Inc

TradingKey

Thu, Oct 29

Xerox (XRX) Q3 2026 Earnings Call: Guidance Cut, Dividends Suspended

Xerox Q3 2026 revenue fell less than 5% to $1.87 billion as management cut profit and cash flow guidance and suspended common and preferred dividends.

Xerox Holdings Corp

TradingKey

Thu, Oct 29

XPO Q3 2026 Earnings Call: LTL Margin Expansion and Stronger Free Cash Flow

XPO Q3 2026 earnings call: revenue rose 12%, adjusted EPS gained 59%, LTL margins expanded, and management raised its full-year margin outlook.

TradingKey

Thu, Oct 29

Xcel Energy (XEL) Q3 2026 Earnings Call: $70 Billion Capital Plan and 2027 Guidance

Xcel Energy Q3 2026 earnings call: EPS rose to $1.52, 2026 guidance narrowed, 2027 guidance launched and a $70 billion capital plan was announced.

Xcel Energy Inc

TradingKey

Thu, Oct 29

WESCO (WCC) Q3 2026 Earnings Call: Sales Rise 17%, Outlook Raised

WESCO (WCC) Q3 2026 earnings call recap: organic sales rose 17%, adjusted EPS gained 47%, data center sales jumped 55%, and guidance increased.

Wesco International Inc

TradingKey

Thu, Oct 29

WTW Q3 2026 Earnings Call: EPS Rises 18% as Propel Targets 30% Margin

WTW Q3 2026 earnings call: organic revenue rose 4%, adjusted EPS increased 18%, and management maintained its 2026 mid-single-digit growth outlook.

Willis Towers Watson PLC

TradingKey

Thu, Oct 29

West Pharmaceutical Services (WST) Q3 2026 Earnings Call: HVP Growth Drives Guidance Raise

West Pharmaceutical Services Q3 2026 revenue rose 11.9% organically as HVP demand strengthened, prompting higher full-year revenue and EPS guidance.

West Pharmaceutical Services Inc

TradingKey

Thu, Oct 29

Textron (TXT) Q3 2026 Earnings Call: Guidance Raised as Aviation Revenue Grows 14%

Textron’s Q3 2026 earnings call covered 4% revenue growth, stronger Aviation and Systems results, MV-75 funding, and higher EPS and cash flow guidance.

TradingKey

Thu, Oct 29

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