Earnings Guidance

Information only · % move vs prior regular close (hover for date)

Day: 2026-10-20 · 2026-10-21 · 2026-10-22 · 2026-10-23 · 2026-10-26 · 2026-10-27 · 2026-10-28 · 2026-10-29

Premarket · as of 2026-10-22 09:01 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	OCF	FCF	Cash-flow note	Expected direction
Raised (10)
ALLE BMO	FY26 adj. EPS raised to $9.05-9.10 (was $8.85-9.00); reported rev growth 9.5-10.5%, organic 5-6%	beat	beat	+6.29%	n/a	n/a	n/a	n/a
LMT BMO	FY26 raised: sales $80.0-82.0B (was $79.75-81.75B, cons ~$81.0B); EPS $30.35-30.75 (was $29.95-30.65, cons ~$30.41); FCF $7.8-8.0B (was $7.0-7.2B)	beat	beat	+4.57%	$3.44B	$3.00B	FY FCF guide raised to $7.8-8.0B	BullishRaised guidance backed by strong cash flow
CSX AMC	FY26 revenue growth raised to high-single digits (was mid-to-high single); op. margin expansion >350 bp kept	beat	beat	+3.64%	$4.22B (9M)+31% y/y	n/a	9M figures	BullishRaised guidance backed by strong cash flow
SAP AMC	FY26 cloud revenue now toward upper end of EUR 25.8-26.2B cc; cloud+software toward upper end of EUR 36.3-36.8B; op. profit EUR 11.8-12.2B and FCF ~EUR 10B kept ⓘ	n/a	n/a	+2.31%	€1.92B+28% y/y	n/a	Guidance reiterated / upper end	BullishRaised guidance backed by strong cash flow
HON BMO	FY26 raised: sales $20.0-20.1B, adj. EPS $8.40-8.45 (cons ~$8.30), FCF ~$2.1B	beat	miss	-0.17%	$607M-74% y/y	n/a	Distorted by last year's Resideo one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
URI AMC	FY26 revenue raised to $18.0-18.2B (was $17.5-17.8B); EBITDA, OCF and fleet outlooks also raised	beat	beat	-0.37%	$4.93B (9M)	$1.42B (9M)	Unverified 9M figures; direction n/a ⚠	n/a
TXN AMC	Q4 revenue $5.80-6.30B vs ~$5.73B cons; Q4 EPS $2.45-2.79 vs ~$2.29 cons ⓘ	beat	beat	-2.07%	$3.42B	$2.96B	Guide raised; AI/tech priced for perfection	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
META AMC	Q4 revenue $73-76B vs ~$73.75B cons; FY26 capex narrowed to $135-145B (low end up from $130B); FY26 expenses raised to $175-179B incl. $9.9B legal charge ⓘ	miss	beat	-2.53%	$32.8B	-$2.1B	FCF negative on $34.9B capex	BearishWeak cash flow vetoes the raise (capex / working capital)
DGX BMO	FY26 raised: revenue $12.065-12.105B, adj. EPS $11.25-11.35	beat	beat	-4.62%	n/a	n/a	n/a	n/a
IBM AMC	FY26 FCF growth raised to >$1B y/y; Software growth raised to ~7-8% (was 6-8%); revenue growth 4-5% cc reaffirmed ⓘ	beat	beat	-7.72%	$4.03B+31% y/y	$3.03B	Revenue guide kept, FCF guide raised	BullishRaised guidance backed by strong cash flow
Maintained / in-line (12)
SPOT BMO	Q4 guide: op. income EUR 820M vs ~EUR 813M cons; revenue EUR 5.2B vs ~EUR 5.23B cons; MAU 818M, subs 316M ⓘ	miss	miss	+7.36%	n/a	n/a	n/a	n/a
DOW BMO	n/a ⓘ	beat	beat	+4.67%	$1.84B+$709M y/y y/y	n/a	Q4 EBITDA ~$1.54B above consensus	BullishRaised guidance backed by strong cash flow
PG BMO	FY27 core EPS $6.89-7.11 reaffirmed (cons ~$6.98-7.07); all-in sales growth updated to 2-4% after Thorne deal ⓘ	beat	n/a	+2.35%	$5.77B+7% y/y	n/a	Guidance maintained	BullishGuidance held, backed by strong cash flow
CMCSA BMO	n/a ⓘ	beat	inline	+1.77%	n/a	n/a	n/a	n/a
VLO BMO	n/a ⓘ	beat	beat	+1.59%	n/a	n/a	n/a	n/a
UNP BMO	FY26 high-single-digit EPS growth reaffirmed; capital plan updated to $3.5B	beat	beat	-2.07%	$8.30B (9M)+18% y/y	n/a	9M figures	BullishGuidance held, backed by strong cash flow
BX BMO	n/a ⓘ	beat	miss	-3.49%	n/a	n/a	n/a	n/a
TSLA AMC	No revenue/EPS guidance; FY26 capex cut to ~$20B (was >$25B)	beat	beat	-3.62%	n/a	n/a	n/a	n/a
PHM BMO	n/a ⓘ	miss	miss	-3.97%	n/a-42% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
NOK BMO	FY26 comparable op. profit EUR 2.1-2.6B maintained ⓘ	beat	n/a	-7.80%	n/a	-€99M	FCF conversion cut	BearishGuidance cut and weak cash flow
TSCO BMO	FY26 reaffirmed: sales +2.5-3.5%, comps -1% to flat, EPS $1.78-1.88	beat	beat	-8.23%	n/a-33% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
LRCX AMC	Dec-qtr revenue $8.60B +/- $0.4B vs ~$8.53-8.57B cons; EPS $2.33 +/- $0.15	beat	beat	-10.03%	$3.50B+97% y/y	$3.24B	OCF nearly doubled; guide only in line	NeutralGuide in line, strong cash flow, but priced for perfection: fade risk
Cut / weak (5)
LUV AMC	FY26 adj. EPS cut to $2.60-2.85 (was $3.25-4.25); Q4 adj. EPS $0.55-0.80	beat	beat	-0.73%	$513M	about -$493M	Guide cut	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
AAL BMO	FY26 now an adj. loss of $1.00-1.60/share on fuel costs	inline	beat	-4.17%	$4.54B (9M)	~$1.8B (9M)	FY EPS guide cut to a loss	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
GGG AMC	Q4 revenue $610-640M; midpoint below consensus	miss	miss	-7.48%	$166M-7.6% y/y	n/a	Sales guide below estimates	BearishGuidance cut and weak cash flow
SNA BMO	n/a ⓘ	miss	miss	-9.73%	n/a	n/a	n/a	n/a
TTMI BMO	Q4 revenue $1.42-1.44B at/below ~$1.44B cons; Q4 adj. EPS $1.77-1.83	beat	beat	-13.35%	$155M	$75M	Soft guide	BearishGuidance cut and weak cash flow
Outlook only / not classified (0)

OCF/FCF are the latest reported quarter (or 9-month where marked), from press releases/filings; n/a = not reported or not verified. Expected direction combines cash flow with guidance (cash flow can veto a raise; a guidance cut beats strong cash flow). It is a small-sample pattern (about 38 names), not a rule. Not trading advice: a pattern read, not a recommendation.

Raises outside tech are bid: ALLE +6.3%, LMT +4.6%, CSX +3.6%, SAP +2.3% premarket.
Tech/AI-linked names are sold even after beats and above-consensus guides: LRCX -10.0%, IBM -7.7% (raised FCF), TTMI -13.4%, NOK -7.8%, META -2.5%, TXN -2.1%.
Only 4 of 10 raisers trade up; DGX -4.6%, HON -0.2% and URI -0.4% show a raise alone isn't being rewarded this morning.
Weak guides and prints are punished: SNA -9.7%, GGG -7.5%, AAL -4.2%; LUV only -0.7% after its FY EPS cut, helped by a Q3 beat.

Midday · as of 2026-10-22 12:09 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (10)
ALLE BMO	FY26 adj. EPS raised to $9.05-9.10 (was $8.85-9.00); reported rev growth 9.5-10.5%, organic 5-6%	beat	beat	+10.45%	+2.40%	—	n/a	n/a	n/a	n/a
CSX AMC	FY26 revenue growth raised to high-single digits (was mid-to-high single); op. margin expansion >350 bp kept	beat	beat	+6.50%	+0.09%	—	$4.22B (9M)+31% y/y	n/a	9M figures	BullishRaised guidance backed by strong cash flow
LMT BMO	FY26 raised: sales $80.0-82.0B (was $79.75-81.75B, cons ~$81.0B); EPS $30.35-30.75 (was $29.95-30.65, cons ~$30.41); FCF $7.8-8.0B (was $7.0-7.2B)	beat	beat	+5.68%	-1.37%	-54M	$3.44B	$3.00B	FY FCF guide raised to $7.8-8.0B	BullishRaised guidance backed by strong cash flow
SAP AMC	FY26 cloud revenue now toward upper end of EUR 25.8-26.2B cc; cloud+software toward upper end of EUR 36.3-36.8B; op. profit EUR 11.8-12.2B and FCF ~EUR 10B kept ⓘ	n/a	n/a	+3.83%	+0.57%	—	€1.92B+28% y/y	n/a	Guidance reiterated / upper end	BullishRaised guidance backed by strong cash flow
URI AMC	FY26 revenue raised to $18.0-18.2B (was $17.5-17.8B); EBITDA, OCF and fleet outlooks also raised	beat	beat	+2.94%	+1.51%	—	$4.93B (9M)	$1.42B (9M)	Unverified 9M figures; direction n/a ⚠	n/a
HON BMO	FY26 raised: sales $20.0-20.1B, adj. EPS $8.40-8.45 (cons ~$8.30), FCF ~$2.1B	beat	miss	+0.14%	+1.40%	—	$607M-74% y/y	n/a	Distorted by last year's Resideo one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
IBM AMC	FY26 FCF growth raised to >$1B y/y; Software growth raised to ~7-8% (was 6-8%); revenue growth 4-5% cc reaffirmed ⓘ	beat	beat	-0.88%	+0.89%	+201M	$4.03B+31% y/y	$3.03B	Revenue guide kept, FCF guide raised	BullishRaised guidance backed by strong cash flow
DGX BMO	FY26 raised: revenue $12.065-12.105B, adj. EPS $11.25-11.35	beat	beat	-0.90%	-0.24%	—	n/a	n/a	n/a	n/a
TXN AMC	Q4 revenue $5.80-6.30B vs ~$5.73B cons; Q4 EPS $2.45-2.79 vs ~$2.29 cons ⓘ	beat	beat	-1.31%	-0.37%	—	$3.42B	$2.96B	Guide raised; AI/tech priced for perfection	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
META AMC	Q4 revenue $73-76B vs ~$73.75B cons; FY26 capex narrowed to $135-145B (low end up from $130B); FY26 expenses raised to $175-179B incl. $9.9B legal charge ⓘ	miss	beat	-6.10%	-0.34%	-679M	$32.8B	-$2.1B	FCF negative on $34.9B capex	BearishWeak cash flow vetoes the raise (capex / working capital)
Maintained / in-line (12)
SPOT BMO	Q4 guide: op. income EUR 820M vs ~EUR 813M cons; revenue EUR 5.2B vs ~EUR 5.23B cons; MAU 818M, subs 316M ⓘ	miss	miss	+9.07%	+0.22%	—	n/a	n/a	n/a	n/a
BX BMO	n/a ⓘ	beat	miss	+6.20%	+2.73%	+81M	n/a	n/a	n/a	n/a
PG BMO	FY27 core EPS $6.89-7.11 reaffirmed (cons ~$6.98-7.07); all-in sales growth updated to 2-4% after Thorne deal ⓘ	beat	n/a	+6.04%	+0.27%	—	$5.77B+7% y/y	n/a	Guidance maintained	BullishGuidance held, backed by strong cash flow
PHM BMO	n/a ⓘ	miss	miss	+5.87%	+1.52%	—	n/a-42% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
TSCO BMO	FY26 reaffirmed: sales +2.5-3.5%, comps -1% to flat, EPS $1.78-1.88	beat	beat	+4.28%	+6.15%	—	n/a-33% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
CMCSA BMO	n/a ⓘ	beat	inline	+4.03%	+0.74%	—	n/a	n/a	n/a	n/a
UNP BMO	FY26 high-single-digit EPS growth reaffirmed; capital plan updated to $3.5B	beat	beat	+2.70%	+0.87%	—	$8.30B (9M)+18% y/y	n/a	9M figures	BullishGuidance held, backed by strong cash flow
DOW BMO	n/a ⓘ	beat	beat	+0.95%	+1.20%	—	$1.84B+$709M y/y y/y	n/a	Q4 EBITDA ~$1.54B above consensus	BullishRaised guidance backed by strong cash flow
TSLA AMC	No revenue/EPS guidance; FY26 capex cut to ~$20B (was >$25B)	beat	beat	-1.46%	-0.63%	+941M	n/a	n/a	n/a	n/a
VLO BMO	n/a ⓘ	beat	beat	-4.47%	-1.66%	—	n/a	n/a	n/a	n/a
LRCX AMC	Dec-qtr revenue $8.60B +/- $0.4B vs ~$8.53-8.57B cons; EPS $2.33 +/- $0.15	beat	beat	-9.86%	-0.36%	+319M	$3.50B+97% y/y	$3.24B	OCF nearly doubled; guide only in line	NeutralGuide in line, strong cash flow, but priced for perfection: fade risk
NOK BMO	FY26 comparable op. profit EUR 2.1-2.6B maintained ⓘ	beat	n/a	-11.19%	-2.23%	—	n/a	-€99M	FCF conversion cut	BearishGuidance cut and weak cash flow
Cut / weak (5)
LUV AMC	FY26 adj. EPS cut to $2.60-2.85 (was $3.25-4.25); Q4 adj. EPS $0.55-0.80	beat	beat	+4.49%	+0.87%	—	$513M	about -$493M	Guide cut	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
AAL BMO	FY26 now an adj. loss of $1.00-1.60/share on fuel costs	inline	beat	+3.00%	+2.06%	—	$4.54B (9M)	~$1.8B (9M)	FY EPS guide cut to a loss	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
SNA BMO	n/a ⓘ	miss	miss	-5.72%	-0.30%	—	n/a	n/a	n/a	n/a
GGG AMC	Q4 revenue $610-640M; midpoint below consensus	miss	miss	-14.57%	-1.91%	—	$166M-7.6% y/y	n/a	Sales guide below estimates	BearishGuidance cut and weak cash flow
TTMI BMO	Q4 revenue $1.42-1.44B at/below ~$1.44B cons; Q4 adj. EPS $1.77-1.83	beat	beat	-27.33%	-2.76%	-166M	$155M	$75M	Soft guide	BearishGuidance cut and weak cash flow
Outlook only / not classified (0)

Raises mostly bought: ALLE +10.4% (2.4% above VWAP), CSX +6.5%, LMT +5.7%, SAP +3.8%, URI +2.9%. META is the exception, -6.1% despite raising, with about -$679M of outflow.
In-line reports with strong reactions: SPOT +9.1%, BX +6.2% (2.7% above VWAP, +$81M flow), PG +6.0%, PHM +5.9%, TSCO +4.3% (6.2% above VWAP).
Chip and hardware names are punished: TTMI -27.3% and LRCX -9.9%, while NOK -11.2% sits 2.2% below VWAP. GGG -14.6% and SNA -5.7% lead the weak group.
Airlines shrug off weak prints: LUV +4.5% and AAL +3.0%, both above VWAP. VLO -4.5% trades 1.7% below VWAP.

End of day · as of 2026-10-22 18:10 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (13)
ALLE BMO	FY26 adj. EPS raised to $9.05-9.10 (was $8.85-9.00); reported rev growth 9.5-10.5%, organic 5-6%	beat	beat	+11.00%	+2.09%	—	n/a	n/a	n/a	n/a
LMT BMO	FY26 raised: sales $80.0-82.0B (was $79.75-81.75B, cons ~$81.0B); EPS $30.35-30.75 (was $29.95-30.65, cons ~$30.41); FCF $7.8-8.0B (was $7.0-7.2B)	beat	beat	+7.02%	+0.68%	+14M	$3.44B	$3.00B	FY FCF guide raised to $7.8-8.0B	BullishRaised guidance backed by strong cash flow
CSX AMC	FY26 revenue growth raised to high-single digits (was mid-to-high single); op. margin expansion >350 bp kept	beat	beat	+6.79%	+0.24%	—	$4.22B (9M)+31% y/y	n/a	9M figures	BullishRaised guidance backed by strong cash flow
URI AMC	FY26 revenue raised to $18.0-18.2B (was $17.5-17.8B); EBITDA, OCF and fleet outlooks also raised	beat	beat	+3.99%	+1.53%	—	$4.93B (9M)	$1.42B (9M)	Unverified 9M figures; direction n/a ⚠	n/a
SAP AMC	FY26 cloud revenue now toward upper end of EUR 25.8-26.2B cc; cloud+software toward upper end of EUR 36.3-36.8B; op. profit EUR 11.8-12.2B and FCF ~EUR 10B kept ⓘ	n/a	n/a	+3.40%	-0.03%	—	€1.92B+28% y/y	n/a	Guidance reiterated / upper end	BullishRaised guidance backed by strong cash flow
DGX BMO	FY26 raised: revenue $12.065-12.105B, adj. EPS $11.25-11.35	beat	beat	+1.93%	+2.70%	—	n/a	n/a	n/a	n/a
HON BMO	FY26 raised: sales $20.0-20.1B, adj. EPS $8.40-8.45 (cons ~$8.30), FCF ~$2.1B	beat	miss	+1.72%	+1.94%	—	$607M-74% y/y	n/a	Distorted by last year's Resideo one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
IBM AMC	FY26 FCF growth raised to >$1B y/y; Software growth raised to ~7-8% (was 6-8%); revenue growth 4-5% cc reaffirmed ⓘ	beat	beat	+0.32%	+1.70%	+186M	$4.03B+31% y/y	$3.03B	Revenue guide kept, FCF guide raised	BullishRaised guidance backed by strong cash flow
TXN AMC	Q4 revenue $5.80-6.30B vs ~$5.73B cons; Q4 EPS $2.45-2.79 vs ~$2.29 cons ⓘ	beat	beat	-1.79%	-0.71%	—	$3.42B	$2.96B	Guide raised; AI/tech priced for perfection	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
MXL AMC today	Q4 revenue $240-260M vs ~$226.7M cons ⓘ	beat	beat	-4.17%	-1.47%	—	n/a	n/a	n/a	n/a
WDC AMC today	FQ2 revenue $5.0-5.2B vs ~$4.57B cons; adj EPS $5.60-6.00 vs ~$4.82 cons ⓘ	beat	beat	-5.16%	-0.18%	+62M	$1.60B+139% y/y	$1.38B	OCF more than doubled y/y; guide raised big	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
BE AMC today	FY26 revenue raised to $4.4-4.6B; non-GAAP EPS $3.10-3.40 (vs ~$2.71 cons); op income $960M-1,030M ⓘ	beat	beat	-5.46%	+0.04%	+42M	-$27M	-$181M	Negative cash flow; guide raised ~20% above consensus	BearishWeak cash flow vetoes the raise (capex / working capital)
META AMC	Q4 revenue $73-76B vs ~$73.75B cons; FY26 capex narrowed to $135-145B (low end up from $130B); FY26 expenses raised to $175-179B incl. $9.9B legal charge ⓘ	miss	beat	-6.97%	-0.59%	-637M	$32.8B	-$2.1B	FCF negative on $34.9B capex	BearishWeak cash flow vetoes the raise (capex / working capital)
Maintained / in-line (16)
RNG AMC today	FY26 EPS raised to $5.07-5.12 (vs $5.03 cons); FY26 revenue $2.56-2.57B below ~$2.64B cons ⓘ	beat	beat	+14.45%	-1.76%	—	$180M+19% y/y	n/a	Guide raised	BullishRaised guidance backed by strong cash flow
SPOT BMO	Q4 guide: op. income EUR 820M vs ~EUR 813M cons; revenue EUR 5.2B vs ~EUR 5.23B cons; MAU 818M, subs 316M ⓘ	miss	miss	+11.16%	+1.57%	—	n/a	n/a	n/a	n/a
BX BMO	n/a ⓘ	beat	miss	+8.40%	+2.29%	+192M	n/a	n/a	n/a	n/a
TSCO BMO	FY26 reaffirmed: sales +2.5-3.5%, comps -1% to flat, EPS $1.78-1.88	beat	beat	+6.21%	+5.19%	—	n/a-33% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
PHM BMO	n/a ⓘ	miss	miss	+5.89%	+1.25%	—	n/a-42% (9M) y/y	n/a	9M OCF down; guide reaffirmed	NeutralGuidance held, but cash flow is weak
PG BMO	FY27 core EPS $6.89-7.11 reaffirmed (cons ~$6.98-7.07); all-in sales growth updated to 2-4% after Thorne deal ⓘ	beat	n/a	+5.59%	-0.20%	—	$5.77B+7% y/y	n/a	Guidance maintained	BullishGuidance held, backed by strong cash flow
DOW BMO	n/a ⓘ	beat	beat	+4.69%	+2.44%	—	$1.84B+$709M y/y y/y	n/a	Q4 EBITDA ~$1.54B above consensus	BullishRaised guidance backed by strong cash flow
UNP BMO	FY26 high-single-digit EPS growth reaffirmed; capital plan updated to $3.5B	beat	beat	+3.60%	+1.02%	—	$8.30B (9M)+18% y/y	n/a	9M figures	BullishGuidance held, backed by strong cash flow
CMCSA BMO	n/a ⓘ	beat	inline	+3.49%	+0.15%	—	n/a	n/a	n/a	n/a
OMC AMC today	n/a ⓘ	beat	beat	+2.35%	+0.80%	-1M	n/a	n/a	n/a	n/a
NEM AMC today	n/a ⓘ	beat	beat	+1.38%	+1.08%	—	$2.77B	$1.91B	Cost guide cut but production kept	BearishGuidance cut beats strong cash flow
VLO BMO	n/a ⓘ	beat	beat	-2.43%	+0.61%	—	n/a	n/a	n/a	n/a
TSLA AMC	No revenue/EPS guidance; FY26 capex cut to ~$20B (was >$25B)	beat	beat	-3.05%	-1.73%	+417M	n/a	n/a	n/a	n/a
FIX AMC today	n/a ⓘ	n/a	n/a	-5.19%	-0.76%	—	$1.01B+83% y/y	$806M	Strong cash, but no guidance and CFO retiring	BearishNo guidance beats strong cash flow
LRCX AMC	Dec-qtr revenue $8.60B +/- $0.4B vs ~$8.53-8.57B cons; EPS $2.33 +/- $0.15	beat	beat	-11.75%	-1.53%	+234M	$3.50B+97% y/y	$3.24B	OCF nearly doubled; guide only in line	NeutralGuide in line, strong cash flow, but priced for perfection: fade risk
NOK BMO	FY26 comparable op. profit EUR 2.1-2.6B maintained ⓘ	beat	n/a	-15.03%	-2.13%	—	n/a	-€99M	FCF conversion cut	BearishGuidance cut and weak cash flow
Cut / weak (7)
LUV AMC	FY26 adj. EPS cut to $2.60-2.85 (was $3.25-4.25); Q4 adj. EPS $0.55-0.80	beat	beat	+5.37%	+1.39%	—	$513M	about -$493M	Guide cut	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
AAL BMO	FY26 now an adj. loss of $1.00-1.60/share on fuel costs	inline	beat	+3.06%	+1.11%	—	$4.54B (9M)	~$1.8B (9M)	FY EPS guide cut to a loss	NeutralGuidance cut and weak cash flow, but bad news looks priced in (bought, fragile)
SNA BMO	n/a ⓘ	miss	miss	-3.37%	+1.77%	—	n/a	n/a	n/a	n/a
VRSN AMC today	n/a ⓘ	miss	n/a	-4.79%	+0.05%	—	n/a	n/a	n/a	n/a
DECK AMC today	FY27 revenue cut to $5.70-5.725B (from $5.86-5.91B; ~$5.88B cons); FY27 EPS raised to $7.80-7.95 incl ~$0.52 tariff refund ⓘ	beat	miss	-7.15%	-0.59%	—	n/a	n/a	Cash flow not in release	n/a
GGG AMC	Q4 revenue $610-640M; midpoint below consensus	miss	miss	-15.27%	-0.51%	—	$166M-7.6% y/y	n/a	Sales guide below estimates	BearishGuidance cut and weak cash flow
TTMI BMO	Q4 revenue $1.42-1.44B at/below ~$1.44B cons; Q4 adj. EPS $1.77-1.83	beat	beat	-27.58%	-2.01%	-65M	$155M	$75M	Soft guide	BearishGuidance cut and weak cash flow
Outlook only / not classified (0)

Raises mostly got paid at the close outside tech: ALLE +11.0%, LMT +7.0%, CSX +6.8%, URI +4.0%, while META (-7.0%, -$637M flow) and TXN (-1.8%) were sold despite raised guides.
AI-hardware reactions stayed punished: TTMI -27.6%, LRCX -11.8%, NOK -15.0%, and after hours WDC -5.2%, BE -5.5% and MXL -4.2% all fell despite beat-and-raise reports.
Defensives and financials with in-line guides closed strong: SPOT +11.2%, BX +8.4%, TSCO +6.2%, PG +5.6%; airlines LUV +5.4% and AAL +3.1% rallied despite weak guides.
After hours: RNG +14.5% on a raised EPS guide, NEM +1.4% and OMC +2.4% on beats; DECK -7.2% (revenue guide cut), FIX -5.2% (CFO retiring) and VRSN -4.8% (EPS miss).