Earnings Guidance

Premarket · as of 2026-10-23 09:29 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	OCF	FCF	Cash-flow note	Expected direction
Raised (6)
RNG AMC	FY26 raised: total revenue $2.650-2.657B, subscriptions $2.563-2.569B, non-GAAP EPS $5.07-5.12 (vs ~$5.03 cons), FCF $620-630M ⓘ	beat	beat	+14.58%	$180M+19% y/y	n/a	Guide raised	BullishRaised guidance backed by strong cash flow
BAH BMO	FY27 adj. EPS raised to $6.50-6.70 (was $6.00-6.35); revenue narrowed to $11.3-11.6B (was $11.2-11.7B); FCF $850-925M (was $825-925M) ⓘ	beat	miss	-0.47%	n/a	$263M-33% y/y	Raised; weakness looks one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
WDC AMC	FQ2 revenue $5.0-5.2B vs ~$4.57B cons; adj EPS $5.60-6.00 vs ~$4.82 cons ⓘ	beat	beat	-2.03%	$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
MXL AMC	Q4 revenue $240-260M vs ~$226.7M cons ⓘ	beat	beat	-2.22%	n/a	n/a	n/a	n/a
AXP BMO	FY26 EPS raised to $18.30-18.60 GAAP / $17.60-17.90 adj. (was $17.30-17.90; adj. midpoint above ~$17.63 LSEG cons); ~10% revenue growth reaffirmed ⓘ	beat	n/a	-2.42%	$5.38B	n/a	Raise is mostly a one-time gain	NeutralStrong cash flow, but the guidance raise is mostly a one-time gain
BE AMC	FY26 revenue raised to $4.4-4.6B (was $3.9-4.2B; ~$4.10B cons); non-GAAP EPS $3.10-3.40 (was $2.55-2.85; ~$2.73 cons) ⓘ	beat	beat	-5.85%	-$27M	-$181M	Negative cash flow; guide raised ~20% above consensus	BearishWeak cash flow vetoes the raise (capex / working capital)
Maintained / in-line (6)
RHI AMC	Q4 revenue $1.285-1.385B, EPS $0.36-0.46 (midpoint ~+3% adj. revenue, +30% EPS y/y) ⓘ	beat	inline	+8.81%	n/a	n/a	n/a	n/a
SLB BMO	No numeric guidance change; FY26 capital investment still ~$2.5B; 'very compelling' 2027 outlook (deepwater, Venezuela, Data Center Solutions) ⓘ	beat	beat	+1.82%	$1.51B	n/a	Q4 guide plus 2027 outlook	BullishGuidance held, backed by strong cash flow
GRC BMO	n/a ⓘ	beat	beat	+1.23%	n/a	n/a	n/a	n/a
NEM AMC	n/a ⓘ	beat	beat	-2.29%	$2.77B	$1.91B	Cost guide cut but production kept	BearishGuidance cut beats strong cash flow
FIX AMC	n/a ⓘ	beat	beat	-5.34%	$1.01B+83% y/y	$806M	Strong cash, but no guidance and CFO retiring	BearishNo guidance beats strong cash flow
OMC AMC	n/a ⓘ	beat	beat	n/a	n/a	n/a	n/a	n/a
Cut / weak (3)
ALV BMO	FY26 adj. operating margin narrowed to ~10.5%, the low end of prior 10.5-11% ⓘ	miss	miss	-4.32%	n/a	$124M	Margin trimmed	BearishGuidance cut and weak cash flow
DECK AMC	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	-7.33%	n/a	n/a	Cash flow not in release	n/a
VRSN AMC	n/a ⓘ	miss	n/a	n/a	n/a	n/a	n/a	n/a
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.

Only RNG is clearly paid for a raise: +14.6% premarket on a full-year revenue/EPS/FCF raise; RHI +8.8% on a beat and Q4 guide.
Raises are otherwise sold, mostly AI-hardware: BE -5.9%, MXL -2.2%, WDC -2.0% after beat-and-raise reports; AXP -2.4% and BAH -0.5% despite EPS guidance raises.
Weak guides punished: DECK -7.3% (revenue guide cut), ALV -4.3% (margin guide to low end, EPS/sales miss).
In-line/no-guide names split: SLB +1.8% and GRC +1.2% on beats, FIX -5.3% on margins and CFO exit, NEM -2.3%; OMC and VRSN have no premarket price (n/a).

Midday · as of 2026-10-23 12:07 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (6)
RNG AMC	FY26 raised: total revenue $2.650-2.657B, subscriptions $2.563-2.569B, non-GAAP EPS $5.07-5.12 (vs ~$5.03 cons), FCF $620-630M ⓘ	beat	beat	+8.69%	-0.80%	—	$180M+19% y/y	n/a	Guide raised	BullishRaised guidance backed by strong cash flow
WDC AMC	FQ2 revenue $5.0-5.2B vs ~$4.57B cons; adj EPS $5.60-6.00 vs ~$4.82 cons ⓘ	beat	beat	+0.01%	+0.86%	+255M	$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
MXL AMC	Q4 revenue $240-260M vs ~$226.7M cons ⓘ	beat	beat	-2.67%	+0.12%	—	n/a	n/a	n/a	n/a
BAH BMO	FY27 adj. EPS raised to $6.50-6.70 (was $6.00-6.35); revenue narrowed to $11.3-11.6B (was $11.2-11.7B); FCF $850-925M (was $825-925M) ⓘ	beat	miss	-3.18%	+0.78%	—	n/a	$263M-33% y/y	Raised; weakness looks one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
AXP BMO	FY26 EPS raised to $18.30-18.60 GAAP / $17.60-17.90 adj. (was $17.30-17.90; adj. midpoint above ~$17.63 LSEG cons); ~10% revenue growth reaffirmed ⓘ	beat	n/a	-3.68%	-0.77%	+0M	$5.38B	n/a	Raise is mostly a one-time gain	NeutralStrong cash flow, but the guidance raise is mostly a one-time gain
BE AMC	FY26 revenue raised to $4.4-4.6B (was $3.9-4.2B; ~$4.10B cons); non-GAAP EPS $3.10-3.40 (was $2.55-2.85; ~$2.73 cons) ⓘ	beat	beat	-11.63%	-0.98%	+14M	-$27M	-$181M	Negative cash flow; guide raised ~20% above consensus	BearishWeak cash flow vetoes the raise (capex / working capital)
Maintained / in-line (6)
RHI AMC	Q4 revenue $1.285-1.385B, EPS $0.36-0.46 (midpoint ~+3% adj. revenue, +30% EPS y/y) ⓘ	beat	inline	+22.07%	+2.03%	—	n/a	n/a	n/a	n/a
SLB BMO	No numeric guidance change; FY26 capital investment still ~$2.5B; 'very compelling' 2027 outlook (deepwater, Venezuela, Data Center Solutions) ⓘ	beat	beat	+6.90%	+2.30%	—	$1.51B	n/a	Q4 guide plus 2027 outlook	BullishGuidance held, backed by strong cash flow
GRC BMO	n/a ⓘ	beat	beat	+4.61%	-1.04%	—	n/a	n/a	n/a	n/a
OMC AMC	FY26 organic core revenue growth ~5% (an update to prior guidance; 5.8% through 9 months); 200-210 bp margin improvement; $900M synergies on track ⓘ	beat	beat	-0.15%	-1.04%	-21M	n/a	n/a	n/a	n/a
NEM AMC	FY26 production (~5.3M attributable oz) and capital guidance reaffirmed; FY26 unit costs improved: CAS ~$925/oz, AISC ~$1,520/oz (initially $1,055/$1,680); Q4 AISC seen near $1,900/oz ⓘ	beat	beat	-3.41%	-0.25%	—	$2.77B	$1.91B	Cost guide cut but production kept	BearishGuidance cut beats strong cash flow
FIX AMC	n/a ⓘ	beat	beat	-7.76%	+2.12%	—	$1.01B+83% y/y	$806M	Strong cash, but no guidance and CFO retiring	BearishNo guidance beats strong cash flow
Cut / weak (3)
VRSN AMC	n/a ⓘ	miss	n/a	-0.84%	+0.25%	—	n/a	n/a	n/a	n/a
DECK AMC	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	-4.33%	+0.80%	—	n/a	n/a	Cash flow not in release	n/a
ALV BMO	FY26 adj. operating margin narrowed to ~10.5%, the low end of prior 10.5-11% ⓘ	miss	miss	-4.67%	+1.13%	—	n/a	$124M	Margin trimmed	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 are mostly sold by midday: BE -11.6%, AXP -3.7%, BAH -3.2%, MXL -2.7% despite raised guides; WDC is flat (+0.0%). RNG holds +8.7% but trades below VWAP (-0.8%).
Best performers are in-line guides with beats: RHI +22.1% and SLB +6.9%, both above VWAP (+2.0%, +2.3%); GRC +4.6%.
Weak guides stay down: ALV -4.7% and DECK -4.3%, though both have bounced above VWAP; VRSN -0.8%.
FIX -7.8% (no guidance, margins, CFO exit) and NEM -3.4% despite reaffirmed output and lower FY cost guide; OMC flat (-0.2%) after updating FY organic growth to ~5%.

End of day · as of 2026-10-23 18:04 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (6)
RNG AMC	FY26 raised: total revenue $2.650-2.657B, subscriptions $2.563-2.569B, non-GAAP EPS $5.07-5.12 (vs ~$5.03 cons), FCF $620-630M ⓘ	beat	beat	+5.00%	-3.20%	—	$180M+19% y/y	n/a	Guide raised	BullishRaised guidance backed by strong cash flow
BAH BMO	FY27 adj. EPS raised to $6.50-6.70 (was $6.00-6.35); revenue narrowed to $11.3-11.6B (was $11.2-11.7B); FCF $850-925M (was $825-925M) ⓘ	beat	miss	-0.29%	+1.49%	—	n/a	$263M-33% y/y	Raised; weakness looks one-off	NeutralRaise, but weak cash flow looks one-off (leans positive)
MXL AMC	Q4 revenue $240-260M vs ~$226.7M cons ⓘ	beat	beat	-2.77%	-0.25%	—	n/a	n/a	n/a	n/a
WDC AMC	FQ2 revenue $5.0-5.2B vs ~$4.57B cons; adj EPS $5.60-6.00 vs ~$4.82 cons ⓘ	beat	beat	-3.01%	-1.59%	-44M	$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
AXP BMO	FY26 EPS raised to $18.30-18.60 GAAP / $17.60-17.90 adj. (was $17.30-17.90; adj. midpoint above ~$17.63 LSEG cons); ~10% revenue growth reaffirmed ⓘ	beat	n/a	-3.68%	-0.21%	-35M	$5.38B	n/a	Raise is mostly a one-time gain	NeutralStrong cash flow, but the guidance raise is mostly a one-time gain
BE AMC	FY26 revenue raised to $4.4-4.6B (was $3.9-4.2B; ~$4.10B cons); non-GAAP EPS $3.10-3.40 (was $2.55-2.85; ~$2.73 cons) ⓘ	beat	beat	-11.32%	+0.27%	-402M	-$27M	-$181M	Negative cash flow; guide raised ~20% above consensus	BearishWeak cash flow vetoes the raise (capex / working capital)
Maintained / in-line (6)
RHI AMC	Q4 revenue $1.285-1.385B, EPS $0.36-0.46 (midpoint ~+3% adj. revenue, +30% EPS y/y) ⓘ	beat	inline	+21.82%	+0.55%	—	n/a	n/a	n/a	n/a
SLB BMO	No numeric guidance change; FY26 capital investment still ~$2.5B; 'very compelling' 2027 outlook (deepwater, Venezuela, Data Center Solutions) ⓘ	beat	beat	+7.07%	+1.36%	—	$1.51B	n/a	Q4 guide plus 2027 outlook	BullishGuidance held, backed by strong cash flow
GRC BMO	n/a ⓘ	beat	beat	+4.79%	-0.16%	—	n/a	n/a	n/a	n/a
OMC AMC	FY26 organic core revenue growth ~5% (an update to prior guidance; 5.8% through 9 months); 200-210 bp margin improvement; $900M synergies on track ⓘ	beat	beat	+0.12%	-0.28%	-22M	n/a	n/a	n/a	n/a
NEM AMC	FY26 production (~5.3M attributable oz) and capital guidance reaffirmed; FY26 unit costs improved: CAS ~$925/oz, AISC ~$1,520/oz (initially $1,055/$1,680); Q4 AISC seen near $1,900/oz ⓘ	beat	beat	-4.59%	-1.05%	—	$2.77B	$1.91B	Cost guide cut but production kept	BearishGuidance cut beats strong cash flow
FIX AMC	n/a ⓘ	beat	beat	-9.33%	+0.01%	—	$1.01B+83% y/y	$806M	Strong cash, but no guidance and CFO retiring	BearishNo guidance beats strong cash flow
Cut / weak (4)
VRSN AMC	n/a ⓘ	miss	n/a	-1.49%	-0.94%	—	n/a	n/a	n/a	n/a
ALV BMO	FY26 adj. operating margin narrowed to ~10.5%, the low end of prior 10.5-11% ⓘ	miss	miss	-3.47%	+1.11%	—	n/a	$124M	Margin trimmed	BearishGuidance cut and weak cash flow
DECK AMC	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	-4.97%	+0.21%	—	n/a	n/a	Cash flow not in release	n/a
INFY	n/a ⓘ	n/a	n/a	-6.88%	-1.18%	-11M	n/a	$928M-8% y/y	FY27 growth guide cut to 1-2%	BearishGuidance cut beats strong 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.

Raised guides mostly closed lower: BE -11.3%, AXP -3.7%, WDC -3.0%, MXL -2.8%, BAH -0.3%. RNG was the exception at +5.0%, but it faded to close 3.2% below VWAP.
The day's winners were in-line guides with beats: RHI +21.8% and SLB +7.1% both closed above VWAP; GRC +4.8%.
Weak guides stayed down: DECK -5.0%, ALV -3.5% (closed above VWAP) and VRSN -1.5%.
FIX -9.3% (no guidance, margins, CFO exit) and NEM -4.6% despite reaffirmed output; OMC flat (+0.1%). No after-hours reporters from the watch list today.