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Transcripts

Illumina (ILMN) Q3 2026 Earnings Call: Guidance Raised on NovaSeq X Demand

Illumina Q3 2026 revenue reached $1.17 billion as NovaSeq X and clinical consumables demand drove higher full-year revenue and EPS guidance.

TradingKey

Thu, Oct 29

Transcripts

Hercules Capital (HTGC) Q3 2026 Earnings Call: Record Core Income and Stable Credit

Hercules Capital’s Q3 2026 earnings call covered $87.3 million in net investment income, record core income, stable credit and its Q4 outlook.

Hercules Capital Inc

TradingKey

Thu, Oct 29

Transcripts

GATX Q3 2026 Earnings Call: EPS Rises and Guidance Moves Above $10.30

GATX Q3 2026 EPS rose to $2.92 as rail utilization and asset sales strengthened. Management expects full-year EPS to modestly exceed $10.30.

TradingKey

Thu, Oct 29

Transcripts

First Solar (FSLR) Q3 2026 Earnings Call: 58% Margin, $500M Buyback

First Solar’s Q3 2026 earnings call covered $1.2B in sales, a 58% gross margin, 44 GW backlog, lower volume guidance and a $500M buyback.

First Solar Inc

TradingKey

Thu, Oct 29

Transcripts

GoDaddy (GDDY) Q3 2026 Earnings Call: Airo Bookings Run Rate Tops $100 Million

GoDaddy Q3 2026 earnings call: revenue rose 6% to $1.3 billion, Airo bookings run rate topped $100 million, and full-year guidance was reaffirmed.

TradingKey

Thu, Oct 29

Transcripts

Exelixis (EXEL) Q3 2026 Earnings Call: CABOMETYX Growth and Zanzalintinib Catalysts

Exelixis Q3 2026 earnings call: revenue reached $659 million, CABOMETYX growth continued, and key zanzalintinib catalysts moved toward 2027.

TradingKey

Thu, Oct 29

Transcripts

Edison International (EIX) Q3 2026 Earnings Call: Guidance Reaffirmed as Wildfire Risks Persist

Edison International’s Q3 2026 core EPS was $1.92. EIX reaffirmed its $5.90-$6.20 2026 outlook as wildfire reform and Eaton Fire risks remained in focus.

Edison International

TradingKey

Thu, Oct 29

Transcripts

DaVita (DVA) Q3 2026 Earnings Call: IKC Outlook Rises, Guidance Narrows

DaVita Q3 2026 adjusted operating income reached $561 million as IKC guidance rose and full-year EPS guidance narrowed to $14.30-$15.20.

TradingKey

Thu, Oct 29

Transcripts

Covista (CVSA) Fiscal Q1 2027 Earnings Call: Guidance Raised

Covista’s fiscal Q1 2027 revenue rose 10.7% to $511.5 million, adjusted EPS reached $2.19, and management raised full-year guidance.

Adtalem Global Education Ord Shs

TradingKey

Thu, Oct 29

Transcripts

Digital Realty (DLR) Q3 2026 Earnings Call: Record Leasing and Higher Guidance

Digital Realty's Q3 2026 earnings call covered record $855 million bookings, 11% core FFO growth, a $2.5 billion backlog and higher 2026 guidance.

Digital Realty Trust Inc

TradingKey

Thu, Oct 29

Transcripts

CNX Resources (CNX) Q3 2026 Earnings Call: Maintenance Production and Utica Strategy

CNX Resources’ Q3 2026 earnings call covered 2027 maintenance production, gas hedges, share buybacks, in-basin pricing and the Utica development plan.

CNX Resources Corp

TradingKey

Thu, Oct 29

Stocks

Coastal Financial Faces Securities Class Action With December 1, 2026 Deadline

A securities class action alleges Coastal Financial and certain executives made false or misleading statements regarding a deteriorating CCBX partner loan portfolio. The lead plaintiff deadline is December 1, 2026.

Coastal Financial Corp (EVERETT)

TradingKey

Thu, Oct 29

Transcripts

Credit Acceptance (CACC) Q3 2026 Earnings Call: Loan Growth and $291M Forecast Revision

Credit Acceptance Q3 2026 earnings call: loan volume rose 51%, economic profit gained 18%, while forecasted net cash flows fell by $291 million.

Credit Acceptance Corp

TradingKey

Thu, Oct 29

Transcripts

BridgeBio Pharma (BBIO) Q3 2026 Earnings Call: Attruby Revenue Up 134%, Three Launches Ahead

BridgeBio Pharma’s Q3 2026 revenue reached $353.2 million as Attruby sales rose 134%, while three priority-review FDA decisions approach.

BridgeBio Pharma Inc

TradingKey

Thu, Oct 29

Transcripts

Axos Financial (AX) Q1 FY2027 Earnings Call: NIM Expands, Loan Growth Target Maintained

Axos Financial’s Q1 FY2027 earnings call covered 15.4% net income growth, a 4.64% NIM, stronger fee income and low-to-mid-teens loan growth guidance.

Axos Financial Inc

TradingKey

Thu, Oct 29

Commodities

Yemen's Houthis say they attack Saudi Ras Tanura refinery, aviation, military targets

Yemen's Iran-aligned Houthis said on Thursday that it had launched six missile and drone attacks against oil facilities, airports and a military position across Saudi Arabia, Xinhua News Agency reported.

Fxstreet

Thu, Oct 29

Transcripts

Twilio Q3 2026 Earnings Call: Record Cash Flow and Higher Guidance

Twilio’s Q3 2026 earnings call detailed 20% revenue growth, record profit and cash flow, AI-led voice momentum, and higher 2026 guidance.

TradingKey

Thu, Oct 29

Transcripts

Stryker (SYK) Q3 2026 Earnings Call: Hip and Knee Slowdown Drives Guidance Revision

Stryker Q3 2026 earnings call: organic sales rose 7.7% and adjusted EPS gained 10.3%, while hip and knee weakness drove lower full-year guidance.

TradingKey

Thu, Oct 29

Transcripts

Starbucks (SBUX) Fiscal Q4 2026 Earnings Call: Margin Expansion and FY2027 Guidance

Starbucks fiscal Q4 2026 EPS rose 54% as U.S. comparable sales grew 7.7%. Management guided to 4% North America comps and $3.15-$3.25 FY2027 EPS.

TradingKey

Thu, Oct 29

Transcripts

Republic Services (RSG) Q3 2026 Earnings Call: Guidance Raised as Environmental Solutions Grows

Republic Services Q3 2026 earnings call: revenue rose 8.2%, Environmental Solutions grew 21%, and management raised full-year guidance.

Republic Services Inc

TradingKey

Thu, Oct 29

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