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Transcripts
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
Transcripts
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
Transcripts
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
Transcripts
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
Transcripts
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
Economic Indicator
South Korean Won: Equity strength fails to lift KRW against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note a sharp divergence between Korean equities and the Korean Won (KRW), with KOSPI’s strong semiconductor-led rally not translating into KRW gains. Heavy foreign USD futures buying and prior overseas equity flows have supported USD/KRW.
Fxstreet
Thu, Oct 29
Transcripts
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
Transcripts
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
Transcripts
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
Transcripts
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.
AGCO Corp
TradingKey
Thu, Oct 29
Economic Indicator
Breaking: Binance potentially hacked for $2.77 billion
Crypto exchange Binance may have suffered a $2.77 billion hack on Thursday after on-chain data showed funds leaving the exchange's hot wallets across five blockchain networks to unconfirmed addresses.
Fxstreet
Thu, Oct 29
Transcripts
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
Transcripts
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
Transcripts
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.
TPG Inc
TradingKey
Thu, Oct 29
Transcripts
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
Forex
Mexican Peso drops as US growth, hot inflation rekindles Fed hike bets
The Mexican Peso is poised to depreciate over 1.20% against the US Dollar on Thursday, with the USD/MXN trading at 18.86.
USD/MXN
Fxstreet
Thu, Oct 29
Earnings
Aptar Q3 2026 Earnings: Sales Rise as Russia Charge Cuts GAAP Profit
Aptar’s Q3 2026 revenue rose 6% to $1.02 billion, with core sales up 5%, as Beauty and Closures offset muted Pharma core growth. GAAP diluted EPS fell to $0.51 from $1.92 after a $60.4 million after-tax impact from deconsolidating the Russian subsidiary, while adjusted EPS was $1.52 versus $1.62 at comparable exchange rates. Adjusted EBITDA margin narrowed to 21.3% from 23.2%. The company guided Q4 adjusted EPS to $1.39-$1.47 and expects emergency medicine destocking pressure to ease.
Aptargroup Inc
TradingKey
Thu, Oct 29
Stocks
NewMarket Corporation Raises Quarterly Dividend to $3.25 Per Share
NewMarket Corporation declared a quarterly dividend of $3.25 per share, up approximately 8%, payable January 1, 2027, to eligible shareholders of record.
NewMarket Corp
TradingKey
Thu, Oct 29
Cryptocurrencies
Nvidia spy-plot report revives scrutiny of offshore data centers serving China
An October 29, 2026, New York Times investigation has put Nvidia CEO Jensen Huang under an uncomfortable spotlight. Citing U.S. intelligence findings, it says Alice Huang, a former executive at Singapore-based cloud provider Megaspeed, was identified as a Chinese intelligence asset and had become close to him. It also revives scrutiny of offshore clouds serving...
Cryptopolitan
Thu, Oct 29
Economic Indicator
Thai Baht: BoT holds rates as curve steepening risks – DBS
DBS Group Research economist Chua Han Teng analyzes Thailand Markets after the Bank of Thailand (BoT) kept its policy rate at 1.00% for a fourth consecutive meeting. He expects the BoT to remain on hold through 2026, keeping short-end government bond yields stable, while warning that long-end yields face steepening risks from global energy, food prices and US Treasury spillovers.
Fxstreet
Thu, Oct 29
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