Earnings Guidance

Premarket · as of 2026-10-26 09:12 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	OCF	FCF	Cash-flow note	Expected direction
Raised (1)
VZ BMO	FY26 adj. EPS raised to $5.04-5.06 (7.0-7.5% growth, was 6.0-7.0%); FCF growth to approach 12% (was 9-10%); CFO growth 3.5-5.0% (was 2.0-4.0%); postpaid phone net adds 1.1-1.2M (was upper half of 750K-1.0M) ⓘ	beat	miss	-0.52%	$11.5B+2.2% y/y	$7.8B+12.1% y/y	9M CFO $29.9B (+~7%), 9M FCF $18.0B (+14.3%); FCF growth helped by lower device subsidies	BullishRaised guidance backed by strong cash flow
Maintained / in-line (3)
ARLP BMO	FY26 guidance updated: coal sales 34.5-35.5M tons (essentially fully committed at midpoint), price $54.25-54.75/ton, capex $270-290M; 31.7M tons committed and priced for 2027 (change vs prior ranges not verified) ⓘ	beat	inline	+3.21%	$253.0M+20.5% y/y	$198.6M+31.2% y/y	Q3 CFO $253.0M vs $209.9M, FCF $198.6M vs $151.4M (company-defined FCF); EPS lifted by $16.5M digital-asset gain and $6.3M acquisition gain	BullishGuidance held, backed by strong cash flow
MMYT BMO	n/a ⓘ	n/a	miss	+2.16%	n/a	n/a	Cash flow not in the release; n/a ⚠	n/a
CX BMO	2026 Operating EBITDA growth 16-17% like-for-like reiterated; maintenance capex ~$900M, growth capex $300M, working-capital investment $50-100M ⓘ	beat	beat	+1.76%	n/a	$723M (FCF from operations)+34% y/y	Record Q3 FCF from operations; 9M FCF from ops $1.389B vs $473M; net debt down to $5.42B	BullishGuidance held, backed by strong cash flow
Cut / weak (0)
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.

Light Monday slate and no names from the earnings watchlist reported (CDNS and AMKR report after today's close).
Verizon is the only large-cap raise (FY26 adj. EPS to $5.04-5.06, FCF growth guide to ~12%, Q3 FCF $7.8B +12.1%), yet it is slightly lower premarket (-0.5%) after a small revenue miss.
Cemex +1.8% after a beat, record Q3 FCF from operations ($723M, +34%) and a reiterated 2026 EBITDA guide.
ARLP +3.2% on an EPS beat with Q3 operating cash flow up ~21% y/y; MakeMyTrip +2.2% despite a revenue miss and no guidance, so its direction is n/a.

Midday · as of 2026-10-26 12:09 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	OCF	FCF	Cash-flow note	Expected direction
Raised (1)
VZ BMO	FY26 adj. EPS raised to $5.04-5.06 (7.0-7.5% growth, was 6.0-7.0%); FCF growth to approach 12% (was 9-10%); CFO growth 3.5-5.0% (was 2.0-4.0%); postpaid phone net adds 1.1-1.2M (was upper half of 750K-1.0M) ⓘ	beat	miss	-2.45%	+0.22%	$11.5B+2.2% y/y	$7.8B+12.1% y/y	9M CFO $29.9B (+~7%), 9M FCF $18.0B (+14.3%); FCF growth helped by lower device subsidies	BullishRaised guidance backed by strong cash flow
Maintained / in-line (3)
ARLP BMO	FY26 guidance updated: coal sales 34.5-35.5M tons (essentially fully committed at midpoint), price $54.25-54.75/ton, capex $270-290M; 31.7M tons committed and priced for 2027 (change vs prior ranges not verified) ⓘ	beat	inline	+2.14%	-0.33%	$253.0M+20.5% y/y	$198.6M+31.2% y/y	Q3 CFO $253.0M vs $209.9M, FCF $198.6M vs $151.4M (company-defined FCF); EPS lifted by $16.5M digital-asset gain and $6.3M acquisition gain	BullishGuidance held, backed by strong cash flow
CX BMO	2026 Operating EBITDA growth 16-17% like-for-like reiterated; maintenance capex ~$900M, growth capex $300M, working-capital investment $50-100M ⓘ	beat	beat	+0.49%	+1.21%	n/a	$723M (FCF from operations)+34% y/y	Record Q3 FCF from operations; 9M FCF from ops $1.389B vs $473M; net debt down to $5.42B	BullishGuidance held, backed by strong cash flow
MMYT BMO	n/a ⓘ	n/a	miss	-3.02%	+0.21%	n/a	n/a	Cash flow not in the release; n/a ⚠	n/a
Cut / weak (0)
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.

Light Monday slate; no earnings-watchlist names reported (CDNS and AMKR report after today's close).
Verizon is the only large-cap raise (FY26 adj. EPS to $5.04-5.06, FCF growth guide to ~12%), yet it has slipped to -2.5% by midday after a small revenue miss, trading just above VWAP. Its expected direction (Bullish) is not playing out so far.
Cemex has given back most of its premarket gain (+0.5% vs +1.8%) despite a beat and record Q3 FCF from operations; it holds above VWAP.
ARLP +2.1% (below VWAP) on an EPS beat and Q3 operating cash flow up ~21%; MakeMyTrip flipped from +2.2% premarket to -3.0% after a revenue miss and no guidance (direction n/a).

End of day · as of 2026-10-26 18:07 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (3)
CLS AMC today	FY26 revenue raised to $21.0B (was $20.5B), adj. EPS $11.55 (was $11.30) vs ~$11.16 cons; FY26 FCF cut to $460M (was $600M) on working-capital build; Q4 rev $6.275-6.575B, adj. EPS $3.37-3.57; initial 2027 outlook rev $40.0B, adj. EPS $21.50, capex $1.5-2.0B ⓘ	beat	beat	+16.92%	-5.78%	—	$389.7M+209% y/y	$127.5M+43% y/y	Q3 OCF $389.7M vs $126.2M, FCF $127.5M vs $88.9M; but FY26 FCF guide lowered $600M to $460M for 2027 working-capital investment (inventory +$1.1B in Q3)	BullishRaised guidance backed by strong cash flow
CDNS AMC today	FY26 revenue raised to $6.387-6.417B (~21% growth; was $6.26-6.34B) vs ~$6.32B cons; FY26 non-GAAP EPS $8.37-8.43 (was $8.05-8.15) vs ~$8.15 cons; Q4 non-GAAP EPS $2.19-2.25; FY26 OCF ~$2.0B ⓘ	beat	beat	+2.25%	-1.73%	+120M	$424M+36% y/y	$362M+31% y/y	Q3 OCF $424M vs $311M, FCF $362M vs $277M (CFO commentary); 9M OCF $1.41B vs $1.18B	BullishRaised guidance backed by strong cash flow
VZ BMO	FY26 adj. EPS raised to $5.04-5.06 (7.0-7.5% growth, was 6.0-7.0%); FCF growth to approach 12% (was 9-10%); CFO growth 3.5-5.0% (was 2.0-4.0%); postpaid phone net adds 1.1-1.2M (was upper half of 750K-1.0M) ⓘ	beat	miss	-3.47%	-0.34%	—	$11.5B+2.2% y/y	$7.8B+12.1% y/y	9M CFO $29.9B (+~7%), 9M FCF $18.0B (+14.3%); FCF growth helped by lower device subsidies	BullishRaised guidance backed by strong cash flow
Maintained / in-line (3)
ARLP BMO	FY26 guidance updated: coal sales 34.5-35.5M tons (essentially fully committed at midpoint), price $54.25-54.75/ton, capex $270-290M; 31.7M tons committed and priced for 2027 (change vs prior ranges not verified) ⓘ	beat	inline	+1.28%	-0.87%	—	$253.0M+20.5% y/y	$198.6M+31.2% y/y	Q3 CFO $253.0M vs $209.9M, FCF $198.6M vs $151.4M (company-defined FCF); EPS lifted by $16.5M digital-asset gain and $6.3M acquisition gain	BullishGuidance held, backed by strong cash flow
CX BMO	2026 Operating EBITDA growth 16-17% like-for-like reiterated; maintenance capex ~$900M, growth capex $300M, working-capital investment $50-100M ⓘ	beat	beat	-0.39%	-0.82%	—	n/a	$723M (FCF from operations)+34% y/y	Record Q3 FCF from operations; 9M FCF from ops $1.389B vs $473M; net debt down to $5.42B	BullishGuidance held, backed by strong cash flow
MMYT BMO	n/a ⓘ	n/a	miss	-2.16%	+0.45%	—	n/a	n/a	Cash flow not in the release; n/a ⚠	n/a
Cut / weak (2)
AMKR AMC today	Q4 sales $1.9-2.0B vs ~$2.04B cons; Q4 EPS $0.65-0.75 vs ~$0.78 cons; gross margin 18-19%; FY26 capex updated to ~$2.5B ⓘ	miss	miss	+3.73%	-2.11%	-61M	$868M (9M)+92% y/y	-$476M (9M)	9M OCF $868M vs $451M, but 9M PP&E payments $1.24B vs $0.47B leave FCF negative; capex-driven	BearishGuidance cut and weak cash flow
WHR AMC today	FY26 net sales cut to ~$14.5B (was ~$15.0B); ongoing EPS ~$(1.30) loss, GAAP EPS ~$(4.95); OCF ~$700M; FCF ~$300M (was over $300M); year-end net debt below $4.5B ⓘ	miss	miss	-8.36%	-0.36%	—	-$826M (9M)	-$1,081M (9M)	9M OCF -$826M vs -$669M, FCF -$1,081M vs -$907M; full-year target relies on a large Q4 working-capital release	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.

After the close: Cadence and Celestica raised full-year guidance with strong Q3 cash flow (both Bullish). CDNS is +2.3% after hours; CLS shows about +17% in thin after-hours prints (news reports said ~9-10%), though Celestica also cut its FY26 free-cash-flow guide to $460M from $600M to build working capital for 2027.
Whirlpool cut its FY26 sales outlook to ~$14.5B on a big Q3 miss, with nine-month free cash flow at -$1.08B; it is -8.4% after hours (Bearish).
Amkor guided Q4 below consensus and its heavy capex keeps nine-month FCF negative (Bearish by the cash-flow rule), yet it is +3.7% after hours, so the price is not agreeing with the read so far.
Of the morning reporters, Verizon closed -3.5% despite its raise (Bullish read not playing out), Cemex -0.4% and MakeMyTrip -2.2%; ARLP held +1.3%. Small-sample pattern read, information only.