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Presentations

Portland General Electric Cuts 2026 Earnings Outlook After Mild Q3 Weather

Portland General Electric lowered its 2026 adjusted EPS and load-growth outlook after mild Q3 weather offset support from data centers, regulatory recovery and cost controls.

Portland General Electric Co

TradingKey

Fri, Oct 30

Presentations

Plexus Fiscal 2026 Revenue Hits Record $5 Billion

Plexus reported record fiscal 2026 revenue of $5 billion and forecast mid- to upper-teen growth for fiscal 2027 after fourth-quarter revenue and earnings exceeded guidance.

TradingKey

Fri, Oct 30

Presentations

PHINIA Q3 Adjusted EPS Rises 15% as Aftermarket Offsets Power Systems Decline

PHINIA posted higher Q3 2026 adjusted EBITDA and EPS on nearly flat sales, as Aftermarket gains offset weaker Power Systems results, and updated its full-year outlook to include stoba.

TradingKey

Fri, Oct 30

Presentations

Phathom Q3 Revenue Rises 71% as VOQUEZNA Prescriptions Grow

Phathom’s Q3 2026 revenue rose 71% to $84.7 million as VOQUEZNA prescriptions grew, while the company reaffirmed its full-year guidance.

Phathom Pharmaceuticals Inc

TradingKey

Fri, Oct 30

Presentations

Provident Financial Services Q3 Core Profit Rises as Margin Expands

Provident Financial Services reported higher Q3 2026 core profitability and record net interest income, while a debt-extinguishment charge reduced GAAP earnings.

Provident Financial Services Inc

TradingKey

Fri, Oct 30

Presentations

Pagaya Q3 2026 Net Income Jumps 121% as Network Volume Grows

Pagaya’s Q3 2026 net income rose 121% as network volume increased 29% and adjusted EBITDA grew 22%, while fair-value adjustments widened.

Pagaya Technologies Ltd

TradingKey

Fri, Oct 30

Presentations

Pitney Bowes Raises 2026 Cash Flow Outlook After Strong Q3

Pitney Bowes raised its 2026 adjusted free cash flow outlook after Q3 cash generation surged, while profit increased despite a 1% revenue decline.

Pitney Bowes Inc

TradingKey

Fri, Oct 30

Presentations

Patrick Industries Q3 2026 Sales Flat as RV Weakness Offsets Growth

Patrick Industries held Q3 2026 sales at $975 million as powersports, marine and housing growth offset a 15% RV revenue decline, while adjusted EBITDA margin expanded.

Patrick Industries Inc

TradingKey

Fri, Oct 30

Presentations

Ranpak Q3 Revenue Rises 2.3% on Automation Growth

Ranpak’s Q3 2026 revenue rose 2.3% as strong automation and North American growth offset softer Protective Packaging Solutions volumes in Europe and Asia.

Ranpak Holdings Corp

TradingKey

Fri, Oct 30

Presentations

Blue Owl Q3 2026 Earnings Rise as Real Assets Drives AUM Growth

Blue Owl Capital’s Q3 2026 revenue rose 11% as Real Assets led AUM growth, while fee-related earnings increased 14% and total AUM reached $329.9 billion.

Blue Owl Capital Inc

TradingKey

Fri, Oct 30

Presentations

Oshkosh Q3 Revenue Rises, but Adjusted Profit Falls on Mix and Costs

Oshkosh Q3 2026 revenue rose 5.7% on Access demand, while adjusted EPS fell as Vocational and Transport profitability weakened.

TradingKey

Fri, Oct 30

Presentations

NWPX Q3 Sales Reach $179.4 Million on Water Transmission Growth

NWPX posted $179.4 million in Q3 2026 segment sales, led by Water Transmission Systems, with a $435 million backlog and $62 million to $72 million free-cash-flow outlook.

Northwest Pipe Co

TradingKey

Fri, Oct 30

Presentations

Omnicell Q3 Revenue Slips 1% as Non-GAAP Profitability Improves

Omnicell's Q3 2026 revenue fell 1% to $308 million, while non-GAAP EBITDA rose 9% and the company projected about 4% full-year revenue growth.

TradingKey

Fri, Oct 30

Presentations

Origin Bancorp Q3 Profit Rises 11.6% as Margin Expands

Origin Bancorp's Q3 2026 net income rose 11.6% sequentially to $37.8 million as margin expansion and lower expenses supported profitability.

Origin Bancorp Inc

TradingKey

Fri, Oct 30

Presentations

Novocure Raises 2026 Outlook as Q3 Loss Narrows

Novocure raised its 2026 revenue and adjusted EBITDA forecasts after Q3 revenue climbed 15.7%, losses narrowed and Optune Pax gained early uptake.

TradingKey

Fri, Oct 30

Presentations

NN Raises 2026 Outlook as Q3 Sales Rise 26%

NN raised its 2026 sales and adjusted EBITDA guidance after Q3 revenue rose 26%, margins expanded and year-to-date new business awards reached $106 million.

TradingKey

Fri, Oct 30

Presentations

Newmark Cuts 2026 Outlook Despite Strong Q3 Growth

Newmark posted 13% third-quarter revenue growth but reduced its 2026 revenue, adjusted EPS and EBITDA outlook amid uncertainty over deal closings.

Newmark Group Inc

TradingKey

Fri, Oct 30

Presentations

Insperity Q3 Adjusted EBITDA Jumps 210% on Margin Recovery

Insperity’s Q3 2026 adjusted EBITDA rose 210% as margin recovery offset a 2% decline in paid worksite employees, with full-year growth still projected.

TradingKey

Fri, Oct 30

Presentations

Norwegian Cruise Line Tops Q3 Guidance as Cost Control Offsets Yield Decline

Norwegian Cruise Line Holdings topped its Q3 2026 guidance as cost reductions offset weaker net yield, while outlining full-year earnings, bookings and fleet spending.

Norwegian Cruise Line Holdings Ltd

TradingKey

Fri, Oct 30

Presentations

Myers Q3 Sales Rise 8.1% as Resin Costs Hit Margins

Myers Industries’ Q3 2026 sales rose 8.1% on Infrastructure and Food & Beverage growth, while resin costs and unfavorable mix compressed margins.

Myers Industries Inc

TradingKey

Fri, Oct 30

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