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Transcripts

CVS Health (CVS) Q3 2026 Earnings Call: Higher Guidance and Planned Separation

CVS Health Q3 2026 earnings call: adjusted EPS rose over 30% to $2.09, guidance increased to at least $8.20, and a two-company separation was announced.

CVS Health Corp

TradingKey

Wed, Nov 4

Transcripts

Charles River Laboratories (CRL) Q3 2026 Earnings Call: Guidance Raised as DSA Growth Accelerates

Charles River Laboratories Q3 2026 earnings call: organic revenue rose 4.7%, EPS reached $3.09, DSA bookings strengthened and guidance increased.

Charles River Laboratories International Inc

TradingKey

Wed, Nov 4

Transcripts

Cricut (CRCT) Q3 2026 Earnings Call: Revenue Rises 11%

Cricut Q3 2026 revenue rose 11% to $188.6 million as Products, Platform and international sales grew. Management expects sequential Q4 growth.

TradingKey

Wed, Nov 4

Transcripts

Circle (CRCL) Q3 2026 Earnings Call: Arc Revenue and CPN Growth

Circle’s Q3 2026 earnings call covered $865 million in revenue and reserve income, 85% EBITDA growth, Arc’s launch and rapid CPN volume expansion.

Circle Internet Group Inc

TradingKey

Wed, Nov 4

Transcripts

Cencora (COR) Fiscal Q4 2026 Earnings Call: FY2027 Specialty Growth Outlook

Cencora’s fiscal Q4 2026 earnings call covered 21% EPS growth, $3.8 billion in annual free cash flow and its fiscal 2027 specialty-led outlook.

TradingKey

Wed, Nov 4

Transcripts

CDW Q3 2026 Earnings Call: AI Infrastructure Drives 18% Sales Growth, Outlook Raised

CDW Q3 2026 earnings call: sales rose 18% to $6.8 billion as AI infrastructure demand accelerated, while management raised its full-year outlook.

TradingKey

Wed, Nov 4

Transcripts

Atlanta Braves Holdings (BATRA) Q3 2026 Earnings Call: Record Revenue, Higher Costs Reduce OIBDA

Atlanta Braves Holdings Q3 2026 revenue rose 4% to $325 million, while higher payroll and BravesVision costs reduced adjusted OIBDA to $41 million.

Atlanta Braves Holdings Inc

TradingKey

Wed, Nov 4

Transcripts

Avnet (AVT) Fiscal Q1 2027 Earnings Call: Record Sales and Higher Q2 Guidance

Avnet’s fiscal Q1 2027 earnings call covered record $10.7 billion sales, $3.63 adjusted EPS, margin expansion and fiscal Q2 guidance of $11.1-$11.4 billion.

TradingKey

Wed, Nov 4

Transcripts

Ashland (ASH) Fiscal Q4 2026 Earnings Call: FY2027 Outlook and Margin Drivers

Ashland (ASH) fiscal Q4 2026 earnings call: sales rose 4% to $498 million, while management guided FY2027 sales to $1.905-$1.975 billion.

TradingKey

Wed, Nov 4

Transcripts

Avista (AVA) Q3 2026 Earnings Call: Guidance Reaffirmed, $3.6 Billion Capex Plan

Avista Q3 2026 earnings call: EPS reached $0.57, utility guidance was reaffirmed, and management detailed its $3.6 billion capital plan.

TradingKey

Wed, Nov 4

Transcripts

AtriCure (ATRC) Q3 2026 Earnings Call: Revenue Up 15%, EBITDA Outlook Raised

AtriCure Q3 2026 revenue rose 15% to $154.5 million as U.S. ablation and pain management grew. Management raised adjusted EBITDA guidance.

TradingKey

Wed, Nov 4

Transcripts

Assurant (AIZ) Q3 2026 Earnings Call: Guidance Raised as Lifestyle Growth Accelerates

Assurant’s Q3 2026 earnings call highlighted 12% adjusted EBITDA and EPS growth excluding catastrophes, raised guidance and $350 million of buybacks.

TradingKey

Wed, Nov 4

Transcripts

Addus HomeCare (ADUS) Q3 2026 Earnings Call: EBITDA Rises 13.5%, AccentCare Deal in Focus

Addus HomeCare Q3 2026 revenue rose 7% and adjusted EBITDA gained 13.5%, while the $275 million AccentCare acquisition remained central to its growth plan.

Addus Homecare Corp

TradingKey

Wed, Nov 4

Transcripts

Alamar Biosciences (ALMR) Q3 2026 Earnings Call: Revenue Up 68%, Guidance Raised

Alamar Biosciences Q3 2026 revenue rose 68% to $33.5 million, gross margin reached 61.5%, and guidance increased to $121 million-$123 million.

Alamar Biosciences Ord Shs

TradingKey

Wed, Nov 4

Transcripts

AIG Q3 2026 Earnings Call: Strong Underwriting, Premium Growth Outlook Reset

AIG Q3 2026 earnings call: adjusted EPS was $2.06, net premiums written rose 8%, underwriting stayed strong, and premium growth guidance was reset.

American International Group Inc

TradingKey

Wed, Nov 4

Cryptocurrencies

Ethereum Price Forecast: ETH reclaims $2,400 after US midterms

Ethereum (ETH) rises 6% on Wednesday, trading above $2,400 as risk assets rallied following Democrats' dominant victory in the US midterm elections and President Donald Trump's reaction to the results.

Fxstreet

Wed, Nov 4

Economic Indicator

ECB’s Moulin: Banks can handle higher rates; France must fix finances

On Wednesday, Emmanuel Moulin, the Governor of the Banque de France and a Governing Council member of the European Central Bank (ECB), said that “banks can deal with rising rates.”

Fxstreet

Wed, Nov 4

Economic Indicator

South Korean Won: Inflation and BoK tightening backdrop – MUFG

MUFG highlights that South Korea’s inflation data show easing headline Consumer Price Index (CPI) but sticky core inflation at 2.8% year-on-year, above consensus.

Fxstreet

Wed, Nov 4

Cryptocurrencies

OCC tells examiners AI isn’t a separate risk

The Office of the Comptroller of the Currency (OCC) told its bank examiners on Wednesday not to treat artificial intelligence as a distinct risk. The OCC has also issued what it called its first framework for supervising how large national banks use the technology. What did the OCC tell examiners to do? On Wednesday, the...

Cryptopolitan

Wed, Nov 4

Forex

British Pound: Recovery targets upper 1.36 area against US Dollar – Scotiabank

Scotiabank’s FX strategists note the Pound rising about 0.4% intraday against the US Dollar, with UK PMI revisions having little impact. Market focus shifts to the Bank of England decision, where a 25bp hike is largely priced and further tightening expected.

Fxstreet

Wed, Nov 4

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