Earnings Guidance

Premarket · as of 2026-10-28 09:10 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	OCF	FCF	Cash-flow note	Expected direction
Raised (4)
VRT BMO	FY26 sales $14.45-14.85B; adjusted EPS $7.10-7.20; adjusted FCF $2.6-2.8B. Raised full-year outlook. Q4 sales $4.313-4.513B; adjusted EPS $2.22-2.28. ⓘ	n/a	n/a	+16.87%	$794M (Q3)+64% y/y	$652M adjusted (Q3)+50% y/y	Company-reported operating cash flow and non-GAAP adjusted free cash flow.	BullishRaised guidance backed by strong cash flow
GEV BMO	FY26 revenue raised to $46.5-47.5B from $45.5-46.5B; adjusted EBITDA margin 13.5-14.5% from 12-14%; FCF $16-17B from $11.5-12.5B. ⓘ	n/a	n/a	-0.41%	$6.057B (Q3)	$5.409B (Q3)	Cash generation benefited from working capital and higher adjusted EBITDA; FCF is a non-GAAP measure.	BullishRaised guidance backed by strong cash flow
STX AMC	FQ2 (Dec qtr) revenue $4.8B +/- $100M vs ~$4.56B cons; non-GAAP EPS $9.20 +/- $0.20 vs ~$8.61 cons; adj. operating margin toward mid-50s%. ⓘ	beat	beat	-2.67%	$1.7B (Q)	$1.479B (Q)+246% y/y	Record quarterly FCF vs $427M a year ago; retired $1.2B debt in the quarter plus $750M after.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
TER AMC	Q4 revenue $1.25-1.35B vs ~$1.28B cons; non-GAAP EPS $1.95-2.25 vs ~$2.03 cons. ⓘ	beat	beat	-6.39%	$313.6M (Q)	~$227.3M (Q)	FCF computed as OCF minus $86.3M capex; FCF margin ~17% vs 0.3% a year ago; inventory days up to 98 from 69.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
Maintained / in-line (2)
HOOD AMC	FY26 adjusted opex + SBC outlook $2.675-2.75B (top end lowered $25M from $2.775B); no revenue guidance. ⓘ	n/a	inline	-6.55%	$1.225B (Q)	n/a	Broker operating cash flow is dominated by customer receivables and segregated-securities swings, so it is not a clean quality read; strength not assessed.	n/a
NXPI AMC	Q4 revenue $3.75-3.95B; GAAP diluted EPS $3.36-3.79 and non-GAAP EPS $4.14-4.58. New quarterly outlook; no verified revision to a prior full-year target. ⓘ	beat	beat	-8.48%	$1.256B (Q3)+114.7% y/y	$1.206B (Q3)+136.9% y/y	Company-defined non-GAAP FCF after $50M net capital expenditures; prior-year OCF $585M and FCF $509M.	BullishGuidance held, backed by strong cash flow
Cut / weak (1)
ENPH AMC	Q4 revenue $225-255M (incl. ~$51.2M safe harbor) vs ~$298-300M cons; sell-through assumed -10% q/q; non-GAAP gross margin 40-43%. ⓘ	n/a	miss	-20.13%	~$0.1M (Q)	-$11.4M (Q)	Operating cash flow near zero; capex $11.5M leaves FCF negative; $931.8M cash and securities.	BearishGuidance cut and weak cash flow
Outlook only / not classified (1)
SKHY AMC	HBM4 expected to surpass HBM3E in shipment volume and revenue in Q4; long-term agreements cover over half of 2027-28 capacity. No comparable numerical full-year guidance revision verified. ⓘ	n/a	n/a	+7.15%	n/a	n/a	Quarterly OCF/FCF not verified from the release; cash balance is not cash flow. ⚠	n/a

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.

SKHY reported Oct 27 evening ET (Oct 28 morning in Korea); VRT and GEV reported Oct 28 before the U.S. open.
VRT and GEV raised full-year guidance. SK hynix provided a strong operational outlook, but no comparable numerical guidance revision was verified.
STX, TER, HOOD, ENPH and NXPI are carried forward from last night; October 28 is their regular-session reaction day.
Premarket (about 09:10 ET): VRT +16.9% and SK hynix +7.2% lead; GEV is flat (-0.4%) despite its raise. ENPH (-20.1%, guide cut) is the weakest, and NXPI, HOOD, TER and STX are lower (-2.7% to -8.5%) even where guidance was raised. Small-sample read, not a rule.

Midday · as of 2026-10-28 12:08 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (4)
VRT BMO	FY26 sales $14.45-14.85B; adjusted EPS $7.10-7.20; adjusted FCF $2.6-2.8B. Raised full-year outlook. Q4 sales $4.313-4.513B; adjusted EPS $2.22-2.28. ⓘ	n/a	n/a	+13.52%	+0.32%	+145M	$794M (Q3)+64% y/y	$652M adjusted (Q3)+50% y/y	Company-reported operating cash flow and non-GAAP adjusted free cash flow.	BullishRaised guidance backed by strong cash flow
STX AMC	FQ2 (Dec qtr) revenue $4.8B +/- $100M vs ~$4.56B cons; non-GAAP EPS $9.20 +/- $0.20 vs ~$8.61 cons; adj. operating margin toward mid-50s%. ⓘ	beat	beat	+1.87%	+3.69%	+625M	$1.7B (Q)	$1.479B (Q)+246% y/y	Record quarterly FCF vs $427M a year ago; retired $1.2B debt in the quarter plus $750M after.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
GEV BMO	FY26 revenue raised to $46.5-47.5B from $45.5-46.5B; adjusted EBITDA margin 13.5-14.5% from 12-14%; FCF $16-17B from $11.5-12.5B. ⓘ	n/a	n/a	-0.89%	+2.56%	-57M	$6.057B (Q3)	$5.409B (Q3)	Cash generation benefited from working capital and higher adjusted EBITDA; FCF is a non-GAAP measure.	BullishRaised guidance backed by strong cash flow
TER AMC	Q4 revenue $1.25-1.35B vs ~$1.28B cons; non-GAAP EPS $1.95-2.25 vs ~$2.03 cons. ⓘ	beat	beat	-4.01%	+2.71%	-43M	$313.6M (Q)	~$227.3M (Q)	FCF computed as OCF minus $86.3M capex; FCF margin ~17% vs 0.3% a year ago; inventory days up to 98 from 69.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
Maintained / in-line (2)
NXPI AMC	Q4 revenue $3.75-3.95B; GAAP diluted EPS $3.36-3.79 and non-GAAP EPS $4.14-4.58. New quarterly outlook; no verified revision to a prior full-year target. ⓘ	beat	beat	-2.69%	+0.91%	+91M	$1.256B (Q3)+114.7% y/y	$1.206B (Q3)+136.9% y/y	Company-defined non-GAAP FCF after $50M net capital expenditures; prior-year OCF $585M and FCF $509M.	BullishGuidance held, backed by strong cash flow
HOOD AMC	FY26 adjusted opex + SBC outlook $2.675-2.75B (top end lowered $25M from $2.775B); no revenue guidance. ⓘ	n/a	inline	-3.79%	-0.07%	+96M	$1.225B (Q)	n/a	Broker operating cash flow is dominated by customer receivables and segregated-securities swings, so it is not a clean quality read; strength not assessed.	n/a
Cut / weak (1)
ENPH AMC	Q4 revenue $225-255M (incl. ~$51.2M safe harbor) vs ~$298-300M cons; sell-through assumed -10% q/q; non-GAAP gross margin 40-43%. ⓘ	n/a	miss	-15.90%	-0.10%	+27M	~$0.1M (Q)	-$11.4M (Q)	Operating cash flow near zero; capex $11.5M leaves FCF negative; $931.8M cash and securities.	BearishGuidance cut and weak cash flow
Outlook only / not classified (1)
SKHY AMC	HBM4 expected to surpass HBM3E in shipment volume and revenue in Q4; long-term agreements cover over half of 2027-28 capacity. No comparable numerical full-year guidance revision verified. ⓘ	n/a	n/a	+12.75%	+1.20%	+347M	n/a	n/a	Quarterly OCF/FCF not verified from the release; cash balance is not cash flow. ⚠	n/a

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.

Midday (about 12:08 ET): VRT +13.5% (raise) and SK hynix +12.8% lead; STX has turned positive at +1.9% after trading lower overnight, and is 3.7% above VWAP.
Raises are getting mixed treatment: GEV (-0.9%) and TER (-4.0%) are still down on the day despite raising, though both trade above VWAP (+2.6% and +2.7%), so they are recovering from the open.
ENPH (guide cut, weak cash flow) is the weakest at -15.9%, sitting at VWAP; HOOD (-3.8%) is also at VWAP and NXPI (-2.7%) is slightly above it.
Most names are above VWAP, so the morning selling eased into midday. Small-sample read, not a rule.

End of day · as of 2026-10-28 20:34 ET

Ticker	Guidance (vs consensus)	EPS	Revenue	% move	vs VWAP	$ flow	OCF	FCF	Cash-flow note	Expected direction
Raised (7)
F AMC today	FY26 adjusted EBIT range narrowed upward to $10.5-11B. ⓘ	n/a	n/a	n/a	n/a	—	n/a	$4.7B adjusted (Q3)	n/a	n/a
FDX AMC today	CY26 revenue growth ~12% versus ~11% previously; adjusted diluted EPS $18.00-18.60 versus $16.90-18.10. ⓘ	n/a	n/a	n/a	n/a	—	n/a	n/a	n/a	n/a
GEV BMO	FY26 revenue raised to $46.5-47.5B from $45.5-46.5B; adjusted EBITDA margin 13.5-14.5% from 12-14%; FCF $16-17B from $11.5-12.5B. ⓘ	n/a	n/a	-1.90%	+0.92%	-51M	$6.057B (Q3)	$5.409B (Q3)	Cash generation benefited from working capital and higher adjusted EBITDA; FCF is a non-GAAP measure.	BullishRaised guidance backed by strong cash flow
NOW AMC today	Raised FY26 subscription revenue outlook to $15.780-15.790B and raised free cash flow margin outlook. ⓘ	n/a	n/a	n/a	n/a	—	n/a	n/a	n/a	n/a
STX AMC	FQ2 (Dec qtr) revenue $4.8B +/- $100M vs ~$4.56B cons; non-GAAP EPS $9.20 +/- $0.20 vs ~$8.61 cons; adj. operating margin toward mid-50s%. ⓘ	beat	beat	+4.51%	+4.93%	+1056M	$1.7B (Q)	$1.479B (Q)+246% y/y	Record quarterly FCF vs $427M a year ago; retired $1.2B debt in the quarter plus $750M after.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
TER AMC	Q4 revenue $1.25-1.35B vs ~$1.28B cons; non-GAAP EPS $1.95-2.25 vs ~$2.03 cons. ⓘ	beat	beat	-3.23%	+2.34%	-2M	$313.6M (Q)	~$227.3M (Q)	FCF computed as OCF minus $86.3M capex; FCF margin ~17% vs 0.3% a year ago; inventory days up to 98 from 69.	NeutralRaise backed by strong cash flow, but priced for perfection: fade risk
VRT BMO	FY26 sales $14.45-14.85B; adjusted EPS $7.10-7.20; adjusted FCF $2.6-2.8B. Raised full-year outlook. Q4 sales $4.313-4.513B; adjusted EPS $2.22-2.28. ⓘ	n/a	n/a	+16.48%	+2.10%	+281M	$794M (Q3)+64% y/y	$652M adjusted (Q3)+50% y/y	Company-reported operating cash flow and non-GAAP adjusted free cash flow.	BullishRaised guidance backed by strong cash flow
Maintained / in-line (3)
CVNA AMC today	FY26 adjusted EBITDA expected near the higher end of the existing $2.7-3.0B range; Q4 retail units expected to rise sequentially. ⓘ	n/a	n/a	n/a	n/a	—	n/a	n/a	n/a	n/a
HOOD AMC	FY26 adjusted opex + SBC outlook $2.675-2.75B (top end lowered $25M from $2.775B); no revenue guidance. ⓘ	n/a	inline	-3.31%	+0.44%	+81M	$1.225B (Q)	n/a	Broker operating cash flow is dominated by customer receivables and segregated-securities swings, so it is not a clean quality read; strength not assessed.	n/a
NXPI AMC	Q4 revenue $3.75-3.95B; GAAP diluted EPS $3.36-3.79 and non-GAAP EPS $4.14-4.58. New quarterly outlook; no verified revision to a prior full-year target. ⓘ	beat	beat	-0.71%	+2.26%	+119M	$1.256B (Q3)+114.7% y/y	$1.206B (Q3)+136.9% y/y	Company-defined non-GAAP FCF after $50M net capital expenditures; prior-year OCF $585M and FCF $509M.	BullishGuidance held, backed by strong cash flow
Cut / weak (1)
ENPH AMC	Q4 revenue $225-255M (incl. ~$51.2M safe harbor) vs ~$298-300M cons; sell-through assumed -10% q/q; non-GAAP gross margin 40-43%. ⓘ	n/a	miss	-16.03%	+0.09%	+53M	~$0.1M (Q)	-$11.4M (Q)	Operating cash flow near zero; capex $11.5M leaves FCF negative; $931.8M cash and securities.	BearishGuidance cut and weak cash flow
Outlook only / not classified (5)
EBAY AMC today	n/a ⓘ	n/a	n/a	n/a	n/a	—	$875M (Q3)	$749M (Q3)	n/a	n/a
GOOGL AMC today	n/a ⓘ	n/a	n/a	n/a	n/a	—	n/a	n/a	n/a	n/a
KLAC AMC today	FY27 Q2 revenue $4.7B +/- $200M; non-GAAP EPS $1.44 +/- $0.11. New quarterly outlook; comparison to consensus not verified. ⓘ	n/a	n/a	n/a	n/a	—	$1.53B (Q1)	$1.34B (Q1)	n/a	n/a
MSFT AMC today	n/a ⓘ	n/a	n/a	n/a	n/a	—	n/a	n/a	n/a	n/a
SKHY AMC	HBM4 expected to surpass HBM3E in shipment volume and revenue in Q4; long-term agreements cover over half of 2027-28 capacity. No comparable numerical full-year guidance revision verified. ⓘ	n/a	n/a	+13.30%	+1.35%	+613M	n/a	n/a	Quarterly OCF/FCF not verified from the release; cash balance is not cash flow. ⚠	n/a

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.

Completed Oct 28 reaction: VRT +16.48%, SKHY +13.30%, STX +4.51%. Prices use saved final regular-session closes.
Other completed reactions: GEV -1.90%, TER -3.23%, HOOD -3.31%, NXPI -0.71%, ENPH -16.03%.
New Oct 28 after-close reports: MSFT, GOOGL, NOW, KLAC, CVNA, EBAY, F and FDX. NOW, Ford and FedEx raised outlooks; unverified guidance comparisons remain unclassified.
Tonight’s after-hours prices are unavailable in the saved cache. Their regular-session reaction is Oct 29 and remains pending. No additional Yahoo downloads were made.