Companies That Raised or Cut Guidance This Week
In the seven days to Oct 24, 2026, 65 companies raised guidance and 16 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Oct 18, 2026 – Oct 24, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-10-23 | UWMC UWM Holdings Corporation | Cut | FY2026 revenue lowered to $3.35-3.50B from prior expectations; Q3 2026 revenue $800-825M; net income $205-220M; adjusted EBITDA $170-190M; MSR portfolio year-end $210-230B UPB; Q4 MSR sales $70-80B with proceeds >$1.8B | Earnings release (8-K Item 2.02) |
| 2026-10-23 | REXR Rexford Industrial Realty, Inc. | Raised | Full Year Core FFO Guidance $2.41 to $2.44 per diluted share, $0.02 increase at midpoint; Full Year Same Property Occupancy Guidance 95.8% to 96.0%, 40 bps increase at midpoint; Cash Same Property NOI Growth Guidance 0.25% to 0.75%, 75 bps increase at midpoint | Earnings call |
| 2026-10-23 | LKQ LKQ Corporation | Cut | Full-year 2026 guidance withdrawn | Earnings release (8-K Item 2.02) |
| 2026-10-23 | KRC Kilroy Realty Corporation | Raised | FFO Guidance $3.55 to $3.59 per share for full year 2026, a $0.01 increase at the midpoint from previous estimates | Earnings call |
| 2026-10-23 | GNTX Gentex Corporation | Cut | Full-Year 2026 Revenue Guidance -- Approximately $2.65 billion, representing a revision from the previous range of $2.65 billion to $2.75 billion; Full-Year 2026 Gross Margin Guidance -- 34.0% to 34.5%; 2027 Revenue Guidance -- $2.8 billion to $2.9 billion, which management maintained | Earnings call |
| 2026-10-23 | FRST Primis Financial Corp. | Cut | Mortgage Volume Guidance -- Expected to decrease from $1.6 billion to $1.1 billion annually if elevated interest rates persist | Earnings call |
| 2026-10-23 | FHB First Hawaiian, Inc. | Cut | Full Year Loan Growth Guidance revised downward from 3%-4% to 1%-2% | Earnings call |
| 2026-10-23 | BAH Booz Allen Hamilton Holding Corporation | Raised | Fiscal Year 2027 Revenue Guidance -- $11.3 billion to $11.6 billion; Fiscal Year 2027 Adjusted Diluted EPS Guidance -- $6.50 to $6.70, raised from the prior range of $6.00 to $6.35; Fiscal Year 2027 Adjusted EBITDA Guidance -- $1.26 billion to $1.29 billion, representing a raised lower bound from $1.24 billion; Fiscal Year 2027 Free Cash Flow Guidance -- $850 million to $925 million | Earnings call |
| 2026-10-23 | AXP American Express Company | Raised | Reported EPS Guidance -- $18.30 to $18.60 for the full year, representing an increase from previous estimates | Earnings call |
| 2026-10-23 | ALV Autoliv, Inc. | Cut | Full-Year Organic Sales Guidance -- Around 0%; Full-Year Adjusted Operating Margin Guidance -- Narrowed to around 10.5%; Full-Year Operating Cash Flow Guidance -- Around $1.2 billion; Full-Year Capital Expenditure Guidance -- Around 4% of sales, a decrease from the previous expectation of less than 5% | Earnings call |
| 2026-10-22 | WH Wyndham Hotels & Resorts, Inc. | Raised | Full-Year Net Revenue Guidance: $1.48 billion to $1.50 billion, raising the bottom end of the range. Full-Year Adjusted EBITDA Guidance: $740 million to $745 million. | Earnings call |
| 2026-10-22 | VRSN VeriSign, Inc. | Raised | Full-year revenue $1.755B-$1.760B, full-year operating income $1.188B-$1.192B, domain name base growth 6.5%-7% | Earnings call |
| 2026-10-22 | URI United Rentals, Inc. | Raised | Raised full year guidance for revenue and EBITDA | Earnings call |
| 2026-10-22 | THRM Gentherm Incorporated | Raised | Updated Full-Year Revenue Guidance $1.825 billion to $1.925 billion; Updated Full-Year Adjusted EBITDA Guidance $210 million to $230 million, compared to previous range of $185 million to $200 million | Earnings call |
| 2026-10-22 | SSNC SS&C Technologies Holdings, Inc. | Raised | Full-Year Revenue Guidance -- $6.736 billion to $6.776 billion, assuming 5.5% organic growth at the midpoint. Full-Year Adjusted Diluted EPS Guidance -- $7.11 to $7.17, representing 16.3% growth at the midpoint. | Earnings call |
| 2026-10-22 | SPOT Spotify Technology S.A. | Raised | Q4 MAU 818 million; Q4 subscribers 316 million; Q4 total revenue EUR 5.2 billion; year-over-year ARPU increase 4.5% | Earnings call |
| 2026-10-22 | SLM SLM Corporation | Cut | Full-Year EPS Guidance revised downward from $3.10 to $3.20 to $1.95 to $2.05; Full-Year Net Charge-off Guidance increased from $345 million to $385 million to $400 million to $420 million | Earnings call |
| 2026-10-22 | SLG SL Green Realty Corp. | Raised | FFO per share guidance raised to $6.50-$6.70 from $5.60-$5.90 for 2026 | Earnings call |
| 2026-10-22 | SAM The Boston Beer Company, Inc. | Raised | Full Year Non-GAAP EPS Guidance -- $9.00 to $10.50, representing a raise from the previous low end of $8.50. | Earnings call |
| 2026-10-22 | ROP Roper Technologies, Inc. | Raised | full year 2026 adjusted DEPS $22.35 to $22.40 | Earnings call |
| 2026-10-22 | ROL Rollins, Inc. | Cut | organic growth guidance 4% to 6% for 2026 | Earnings call |
| 2026-10-22 | RNG RingCentral, Inc. | Raised | Fiscal 26 subscription revenue raised to $2.563B-$2.569B; total revenue raised to $2.650B-$2.657B; non-GAAP operating margin raised to 24%-24.2%; free cash flow raised to $620M-$630M; non-GAAP EPS raised to $5.07-$5.12 | Earnings call |
| 2026-10-22 | R Ryder System, Inc. | Raised | Full Year Comparable EPS Guidance -- $14.85 to $15.05, raised from the previous range of $14.40 to $14.80 | Earnings call |
| 2026-10-22 | PNFP Pinnacle Financial Partners, Inc. | Raised | full-year BHG income guidance $150 million to $160 million | Earnings call |
| 2026-10-22 | NTST NETSTREIT Corp. | Raised | 2026 net investment activity at least $800 million; full-year AFFO $1.37 to $1.39 per diluted share; cash G&A $16.5 million to $17.5 million | Earnings call |
| 2026-10-22 | MEDP Medpace Holdings, Inc. | Raised | 2026 Revenue Guidance $2.835 billion to $2.855 billion; 2026 EBITDA Guidance $638 million to $652 million; 2026 Net Income Guidance $514 million to $524 million; 2026 Diluted EPS Guidance $17.97 to $18.32 | Earnings call |
| 2026-10-22 | LMT Lockheed Martin Corporation | Raised | Full-Year Sales Guidance: $80 billion to $82 billion, raised from $79.75 billion to $81.75 billion. Full-Year EPS Guidance: $30.35 to $30.75, increased from $29.95 to $30.65. | Earnings call |
| 2026-10-22 | KALU Kaiser Aluminum Corporation | Cut | Full-Year Adjusted EBITDA Growth expected at lower end of 45% to 55% range; Packaging Shipment Guidance 5% to 10% growth (reduced from 10-15%); Automotive Shipment Guidance decline of 5% to 10% (revised from decline of 0% to 5%) | Earnings call |
| 2026-10-22 | ITG ITG, Inc./DE/ | Raised | Q3 2026 revenue outlook $440.0M; actual $461.5M; Adj. EBITDA outlook $63.0M; actual $64.5M | Earnings release (8-K Item 2.02) |
| 2026-10-22 | HON Honeywell International Inc. | Raised | FY 2026 Sales Guidance $20.0 billion to $20.1 billion, raised from $19.8 billion to $20.0 billion; FY 2026 Organic Growth Guidance 4% to 5%, increased from 3% to 4%; FY 2026 Adjusted EPS Guidance $8.40 to $8.45, increased by $0.23 at midpoint | Earnings call |
| 2026-10-22 | HBAN Huntington Bancshares Incorporated | Raised | next year EPS $1.75 to $1.83; 6% loan growth; PPNR growth 9% to 10% | Earnings call |
| 2026-10-22 | FR First Industrial Realty Trust, Inc. | Raised | full-year funds from operations guidance increased by $0.01 per share | Earnings call |
| 2026-10-22 | FCFS FirstCash Holdings, Inc. | Raised | Q4 2026: expected continued demand strength; dividend raised 10% to $0.46 per share; no specific revenue or EPS guidance range provided. | Earnings release (8-K Item 2.02) |
| 2026-10-22 | ESI Element Solutions Inc | Raised | Full-Year Adjusted EBITDA Guidance: Approximately $720 million, increase from previous expectations. Full-Year Adjusted EPS Growth Guidance: North of 20%. | Earnings call |
| 2026-10-22 | EPRT Essential Properties Realty Trust, Inc. | Raised | 2026 Investment Guidance: Raised to $1.3 billion to $1.5 billion. 2027 AFFO Guidance: $2.10 to $2.18 per share. | Earnings call |
| 2026-10-22 | EGP EastGroup Properties, Inc. | Raised | Q4 FFO $2.47 to $2.53 per share; full-year FFO $9.62 to $9.68 per share; full-year cash same property NOI 7.2% to 7.8%; full-year development starts $390 million; full-year acquisitions $360 million; full-year gross capital proceeds $625 million | Earnings call |
| 2026-10-22 | DGX Quest Diagnostics Incorporated | Raised | Full-Year 2026 Revenue Guidance: $12.065 billion to $12.105 billion, raised from $11.95 billion to $12.05 billion. Full-Year 2026 Adjusted EPS Guidance: $11.25 to $11.35, increased from $11.05 to $11.25. | Earnings call |
| 2026-10-22 | DAR Darling Ingredients Inc. | Raised | FY2026 Combined Adjusted EBITDA guidance $2.2-$2.3 billion | Earnings release (8-K Item 2.02) |
| 2026-10-22 | CURB Curbline Properties Corp. | Raised | FY 2026 OFFO Guidance: $1.25 to $1.27 per share, approximately 18% growth at the midpoint. | Earnings call |
| 2026-10-22 | COCO The Vita Coco Company, Inc. | Raised | full year net sales $810 million to $820 million | Earnings call |
| 2026-10-22 | CACI CACI International Inc | Raised | FY27 Revenue Guidance: $10.7 billion to $10.9 billion, raised by $50 million. FY27 Adjusted Net Income Guidance: $740 million to $760 million, $5 million increase. FY27 Adjusted Diluted EPS Guidance: $33.18 to $34.08, upward revision. | Earnings call |
| 2026-10-22 | BE Bloom Energy Corporation | Raised | Full Year 2026 Non-GAAP Gross Margin Guidance approximately 34%, raised from original outlook of 32% | Earnings call |
| 2026-10-22 | APPF AppFolio, Inc. | Raised | Full year revenue guidance raised to $1.122B-$1.127B; non-GAAP operating margin guidance raised to 26.5%-27.5% | Earnings call |
| 2026-10-22 | AMBP Ardagh Metal Packaging S.A. | Raised | FY 2026 adjusted EBITDA $785 million to $795 million | Earnings call |
| 2026-10-22 | AMAL Amalgamated Financial Corp. | Raised | FY 2026 NII Guidance: $341 million to $342 million, increase from $340 million. FY 2026 Core PTPP Guidance: $193 million to $194 million, raised from $190 million. | Earnings call |
| 2026-10-22 | ALLE Allegion plc | Raised | Full-Year Reported Revenue Outlook 9.5% to 10.5%, raised from previous expectations; Full-Year Organic Revenue Outlook 5% to 6%, increased; Full-Year Adjusted EPS Outlook $9.05 to $9.10, raised | Earnings call |
| 2026-10-22 | AAL American Airlines Group Inc. | Raised | Q4 revenue growth 19.5% to 22.5% | Earnings call |
| 2026-10-22 | AAL American Airlines Group Inc. | Cut | FY2026 adjusted loss per diluted share ($1.60) to ($1.00); Q4 2026 adjusted loss per diluted share ($1.10) to ($0.50); Q4 2026 ASM +5.5% to +6.5%; Q4 2026 total revenue +19.5% to +22.5%; Q4 2026 CASM-ex +2.5% to +3.5% | Earnings release (8-K Item 2.02) |
| 2026-10-21 | WCN Waste Connections, Inc. | Raised | FY2026 revenue raised to ~$10.09B; adjusted EBITDA raised to ~$3.345B; capex ~$1.25B; operating cash flow $2.64B-$2.69B; adjusted free cash flow $1.40B-$1.45B | Earnings release (8-K Item 2.02) |
| 2026-10-21 | WAB Westinghouse Air Brake Technologies Corporation | Raised | 2026 Adjusted EPS Guidance increased to $10.85-$11.05, an increase of $0.20 at the midpoint from previous expectations | Earnings call |
| 2026-10-21 | UDR UDR, Inc. | Raised | FY2026 Net Income per diluted share raised to $1.58-1.60 from $1.03-1.11; FY2026 FFOA per diluted share raised to $2.54-2.56 from $2.49-2.57; FY2026 Same-Store Revenue Growth raised to 1.4-1.8% from 0.75-2.00%; FY2026 Same-Store NOI Growth raised to 0.8-1.2% from 0.00-1.25%; FY2026 Same-Store Expense Growth narrowed to 2.7-3.1% from 2.75-3.75% | Earnings release (8-K Item 2.02) |
| 2026-10-21 | TMO Thermo Fisher Scientific Inc. | Raised | Full-Year Organic Revenue Growth Guidance raised to 4% from prior estimates; Full-Year Adjusted EPS Guidance raised to $25.13-$25.43 | Earnings call |
| 2026-10-21 | TDY Teledyne Technologies Incorporated | Raised | Full Year 2026 Non-GAAP EPS Guidance -- $25.40 to $25.50, an increase from the previously projected range of $24.45 to $24.65 | Earnings call |
| 2026-10-21 | T AT&T Inc. | Raised | Full-Year Adjusted EPS Guidance increased from $2.25-$2.35 to $2.40 range | Earnings call |
| 2026-10-21 | PEGA Pegasystems Inc. | Cut | Does not anticipate achieving its original full-year plan | Earnings call |
| 2026-10-21 | LRCX Lam Research Corporation | Raised | December quarter revenue guidance $8.6B +/- $400M | Earnings call |
| 2026-10-21 | KMI Kinder Morgan, Inc. | Raised | Adjusted EPS expected to exceed budget by more than 13% and Adjusted EBITDA expected to exceed budget by more than 6% based on year-to-date performance | Earnings call |
| 2026-10-21 | IBM International Business Machines Corporation | Raised | Full-Year Free Cash Flow Guidance -- growth of more than $1 billion year over year, representing an increase from previous expectations | Earnings call |
| 2026-10-21 | IART Integra LifeSciences Holdings Corporation | Cut | Full Year 2026 Revenue Guidance reduced to $1.634 billion-$1.654 billion; Full Year 2026 Adjusted EPS Guidance $2.30-$2.40 | Earnings call |
| 2026-10-21 | HCSG Healthcare Services Group, Inc. | Raised | Q4 revenue $535M-$545M, 2027 revenue growth low double digits | Earnings call |
| 2026-10-21 | ELV Elevance Health, Inc. | Raised | Full-year 2026 earnings outlook raised | Earnings call |
| 2026-10-21 | DHR Danaher Corporation | Raised | FY 2026 Adjusted EPS Guidance increased to $8.57-$8.62 from $8.45-$8.60 | Earnings call |
| 2026-10-21 | CCI Crown Castle Inc. | Raised | Full Year 2026 Site Rental Revenues Guidance -- 3,853 million to 3,898 million, an increase of 20 million at the midpoint; Full Year 2026 Adjusted EBITDA Guidance -- 2,690 million to 2,740 million, an increase of 25 million at the midpoint; Full Year 2026 AFFO Guidance -- 1,955 million to 2,005 million, a 5 million increase at the midpoint | Earnings call |
| 2026-10-21 | CATY Cathay General Bancorp | Raised | Full-Year Loan Growth Guidance -- 5% to 6%, raised from the previous range of 3.5% to 4.5%; Full-Year Deposit Growth Guidance -- 4% to 5%, increased from the prior range of 3% to 4% | Earnings call |
| 2026-10-21 | ALK Alaska Air Group, Inc. | Cut | Full Year Adjusted Loss Guidance between $5.50-$5.00 per share | Earnings call |
| 2026-10-21 | ADC Agree Realty Corporation | Raised | AFFO Guidance increased to $4.58-$4.59 per share | Earnings call |
| 2026-10-20 | WAL Western Alliance Bancorporation | Cut | 2026 NII growth 11%-12% (from 12%-14%); deposit growth $3.5B-$4B (lowered); noninterest income growth 18%-21% (raised from 13%-17%) | Earnings call |
| 2026-10-20 | SMCI Super Micro Computer, Inc. | Raised | Q1 FY2027 revenue raised to $18.5-19.5B from $14.5-15.5B; gross margin raised to 12.0-12.5% from 10.4-10.8% | Earnings release (8-K Item 2.02) |
| 2026-10-20 | RTX RTX Corporation | Raised | Full-Year Sales Guidance -- $97 billion to $97.5 billion, raised from the prior range of $95 billion to $96 billion. Full-Year Adjusted EPS Guidance -- $7.65 to $7.75, representing an increase from the previous forecast of $7.10 to $7.25. | Earnings call |
| 2026-10-20 | PEBO Peoples Bancorp Inc. | Raised | FY2027 net interest margin 4.30%-4.50%; non-interest income $31-$33M/quarter; non-interest expense $80-$82M/quarter (Q2-Q4); loan growth 3%-5% | Earnings release (8-K Item 2.02) |
| 2026-10-20 | NP Neptune Insurance Holdings Inc. | Raised | Full-year 2026 revenue guidance raised for the fourth time; initial 2027 outlook projects continued double-digit growth | Earnings call |
| 2026-10-20 | NOC Northrop Grumman Corporation | Raised | 2026 EPS Guidance: $29.35 to $29.75; 2026 Segment Operating Income Guidance: $4.94 billion to $5.04 billion | Earnings call |
| 2026-10-20 | MMM 3M Company | Raised | Full-Year 2026 Adjusted EPS Guidance -- $9.10 to $9.15, raised from the previous range of $8.95 to $9.10 to incorporate year-to-date performance. | Earnings call |
| 2026-10-20 | KEY KeyCorp | Raised | 2026 NII Growth Guidance -- approximately 10%, tightened from the previous range of 9% to 11%. 2026 Average Loan Growth Guidance -- approximately 5%, revised upward from the prior range of 4% to 5%. 2026 Commercial Loan Growth Guidance -- approximately 10%, an increase from the previous range of 8% to 10%. 2026 Net Charge-off Guidance -- 37 to 39 basis points, improved from the previous forecast o | Earnings call |
| 2026-10-20 | HWC Hancock Whitney Corporation | Cut | Full-year net interest income guidance revised to 9%-9.5% growth; full-year fee income guidance 5.5%-6% growth; full-year operating expense guidance 8%-8.5% growth | Earnings call |
| 2026-10-20 | HAS Hasbro, Inc. | Raised | Full-Year Consolidated Revenue Guidance -- 7% to 9% growth in constant currency, raised from the prior 5% to 7% range. Full-Year Adjusted EBITDA Guidance -- $1.575 billion to $1.625 billion, updated from the previous range of $1.45 billion to $1.50 billion. | Earnings call |
| 2026-10-20 | GPC Genuine Parts Company | Cut | Adjusted EPS Guidance -- $7.50 to $7.75 for the full year, narrowed from the previous range of $7.50 to $8.00. | Earnings call |
| 2026-10-20 | GM General Motors Company | Raised | Full-Year EBIT-adjusted Guidance -- $14.5 billion to $15.5 billion, narrowed from the previous range of $14.0 billion to $16.0 billion. Full-Year Free Cash Flow Guidance -- $11.5 billion to $12.5 billion, increased from the previous $9.5 billion to $11.5 billion range. Full-Year EPS Guidance -- $12.75 to $13.75 per share, updated from the previous range of $12.00 to $14.00. | Earnings call |
| 2026-10-20 | GE GE Aerospace | Raised | FY 2026 Revenue Guidance raised to 19% to 20% growth; FY 2026 Operating Profit Guidance raised to $10.9B-$11.0B; FY 2026 Adjusted EPS Guidance raised to $8.00-$8.10; FY 2026 Free Cash Flow Guidance raised to $9.1B-$9.4B | Earnings call |
| 2026-10-20 | FNB F.N.B. Corporation | Raised | Full-Year NII Guidance: $1.485 billion to $1.5 billion; Full-Year Non-Interest Income Guidance: $370 million to $380 million; Full-Year Non-Interest Expense Guidance: $1.01 billion to $1.02 billion; Full-Year Provision Guidance: $80 million to $90 million | Earnings call |
| 2026-10-20 | ALLY Ally Financial Inc. | Raised | Average Earning Asset Growth Guidance -- 5% to 6%, raised from a previous range of 3% to 5% due to strong momentum in retail auto and corporate finance. | Earnings call |
Questions
- Which companies changed their guidance this week?
- UWM Holdings Corporation (UWMC), Rexford Industrial Realty, Inc. (REXR), LKQ Corporation (LKQ), Kilroy Realty Corporation (KRC), Gentex Corporation (GNTX), Primis Financial Corp. (FRST), First Hawaiian, Inc. (FHB), Booz Allen Hamilton Holding Corporation (BAH) and 72 more — the full list, with dates and the filing behind each row, is above.
Earlier weeks
2026 W42 · 2026 W41 · 2026 W40 · 2026 W39 · 2026 W38 · 2026 W37 · 2026 W36 · 2026 W35 · 2026 W34 · 2026 W33 · 2026 W32 · 2026 W31 · Other lists: Insider buying · Executive and board changes
How these figures are read: methodology · EquiReason.