Companies That Raised or Cut Guidance, Week of Jul 27, 2026
In the week of Jul 27, 2026 to Aug 2, 2026, 176 companies raised guidance and 24 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Jul 27, 2026 – Aug 2, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-07-31 | MOG-A Moog Inc. | Raised | Full-year 2026 guidance raised for all key financial metrics | Earnings release (8-K) |
| 2026-07-31 | IESC IES Holdings, Inc. | Raised | Backlog $4.5B (+91% since FY2025 end); new capacity expected to contribute meaningfully in FY2027 | Earnings release (8-K Item 2.02) |
| 2026-07-31 | GTES Gates Industrial Corporation plc | Raised | Core sales growth raised to 2.5%-4.5%, Adjusted EBITDA to $800-$830M, Adjusted EPS to $1.62-$1.70 | Earnings release (8-K Item 2.02) |
| 2026-07-31 | GLPI Gaming and Leisure Properties, Inc. | Raised | 2026 AFFO per share guidance raised to $4.10-$4.12 | Earnings release (8-K Item 2.02) |
| 2026-07-31 | CL Colgate-Palmolive Company | Raised | Base Business EPS growth raised to mid-single-digit from low- to mid-single-digit; gross margin outlook improved to roughly flat from down | Earnings release (8-K Item 2.02) |
| 2026-07-30 | XRX Xerox Holdings Corporation | Raised | Full-year 2026 revenue approximately $7.6B; adjusted operating income $555-$605M; free cash flow approximately $250M | Earnings release (8-K) |
| 2026-07-30 | XPO XPO, Inc. | Raised | Full Year LTL Margin Guidance -- updated to at least 200 basis points of improvement, surpassing the previous range of 100 to 150 basis points. | Earnings call |
| 2026-07-30 | XHR Xenia Hotels & Resorts, Inc. | Raised | EBITDAre $273M, RevPAR 5.5% growth | Earnings call |
| 2026-07-30 | WU The Western Union Company | Cut | 2026 adj. EPS guidance lowered to $1.25-$1.35 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | WCC WESCO International, Inc. | Raised | Organic Sales Guidance -- 9% to 11% for the full year, raised from the previous range of 5% to 8% | Earnings call |
| 2026-07-30 | VCYT Veracyte, Inc. | Raised | Total revenue guidance raised to $590-$596M from $582-$592M | Earnings release (8-K) |
| 2026-07-30 | VCEL Vericel Corporation | Raised | Total revenue guidance raised to $330-$340M from $326-$336M | Earnings release (8-K) |
| 2026-07-30 | TT Trane Technologies plc | Raised | Full-Year Adjusted EPS Guidance -- $15.20 to $15.30, raised from previous targets | Earnings call |
| 2026-07-30 | TEM Tempus AI, Inc. | Raised | Full-year 2026 revenue guidance raised to $1.595-$1.605 billion (~25% annual growth) | Earnings release (8-K) |
| 2026-07-30 | SXC SunCoke Energy, Inc. | Raised | Increased Full Year 2026 EBITDA Guidance -- $250 million to $265 million, raised from the previous range of $230 million to $250 million | Earnings call |
| 2026-07-30 | SPXC SPX Technologies, Inc. | Raised | FY2026 Revenue $2.705-$2.765B (+21% YoY), Adjusted EBITDA $630-$660M (+27% YoY), Adjusted EPS $8.20-$8.60 | Earnings release (8-K) |
| 2026-07-30 | SPSC SPS Commerce, Inc. | Cut | FY revenue $788M-$793.4M, Adjusted EBITDA $265M-$269.1M | Earnings call |
| 2026-07-30 | SOLS Solstice Advanced Materials, Inc. | Raised | Net Sales $4.13B-$4.19B, Adjusted EBITDA $1.04B-$1.06B, CapEx $420M-$440M | Earnings call |
| 2026-07-30 | SNDR Schneider National, Inc. | Raised | 2026 EPS Guidance -- Raised to a range of $0.90 to $1.10 from the previous range of $0.70 to $1.00 | Earnings call |
| 2026-07-30 | SIRI Sirius XM Holdings Inc. | Raised | Increases 2026 Revenue, Adjusted EBITDA and Free Cash Flow Guidance by $25 million across the board | Earnings release (8-K Item 2.02) |
| 2026-07-30 | RIVN Rivian Automotive, Inc. | Raised | Total Vehicle Delivery 65,000-70,000 units, Adjusted EBITDA loss $2B-$1.8B, CapEx $1.7B-$1.8B | Earnings call |
| 2026-07-30 | RDDT Reddit, Inc. | Raised | Q3 revenue $860M-$870M, Adjusted EBITDA $385M-$395M | Earnings call |
| 2026-07-30 | RAL Ralliant Corporation | Raised | Q3 2026 revenue guidance $570-$590M; adjusted EBITDA margin 20.5%-21.5%; adjusted EPS $0.72-$0.78 | Earnings release (8-K) |
| 2026-07-30 | PWR Quanta Services, Inc. | Raised | Significantly increasing full-year 2026 financial expectations across all metrics | Earnings release (8-K) |
| 2026-07-30 | PTEN Patterson-UTI Energy, Inc. | Raised | Q3 Drilling Services adjusted gross profit ~$145M (vs $134M ex-Colombia in Q2); Completion Services ~$140M (vs $123M in Q2); average rig count ~100 (vs 92 in Q2) | Earnings release (8-K) |
| 2026-07-30 | PTCT PTC Therapeutics, Inc. | Raised | Total revenue guidance raised to $1.18-$1.28B; product revenue guidance raised to $850-$950M | Earnings release (8-K Item 2.02) |
| 2026-07-30 | PGY Pagaya Technologies Ltd. | Raised | FY26 GAAP Net Income raised to $155-180M from prior outlook; Q3 2026 outlook: Network Volume $3.425-3.625B, Revenue $370-390M, Adjusted EBITDA $120-130M, GAAP Net Income $42-52M | Earnings release (8-K) |
| 2026-07-30 | ONEW OneWater Marine Inc. | Cut | FY2026 revenue $1.75-1.80B, Adjusted EBITDA $68-78M, adjusted EPS $0.35-0.55 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | OMCL Omnicell, Inc. | Raised | FY26 non-GAAP EBITDA raised to $175-185M; non-GAAP EPS raised to $2.15-2.30; revenue tightened to $1.225-1.245B. | Earnings release (8-K Item 2.02) |
| 2026-07-30 | OLED Universal Display Corporation | Cut | adjusted full-year revenue expectations to the lower end of the previous range | Earnings call |
| 2026-07-30 | OIS Oil States International, Inc. | Cut | Full-year revenue $640M-$660M (updated to reflect delay); Adjusted EBITDA $77M-$83M; Q3 revenue $157M-$167M; Q3 Adjusted EBITDA $18M-$20M | Earnings call |
| 2026-07-30 | NXT Nextpower Inc. | Raised | FY27 revenue guidance raised to $4.1-4.4B (prev $4.0-4.4B); adjusted EBITDA $870-930M (prev $845-930M); adjusted EPS $4.42-4.73 (prev $4.30-4.73). | Earnings release (8-K Item 2.02) |
| 2026-07-30 | NCLH Norwegian Cruise Line Holdings Ltd. | Cut | Full year adjusted EPS guidance cut to ~$1.50; net yield expected down ~5% | Earnings release (8-K Item 2.02) |
| 2026-07-30 | NBIX Neurocrine Biosciences, Inc. | Raised | INGREZZA annual net sales $2.825B-$2.875B, raised from $2.7B-$2.8B | Earnings call |
| 2026-07-30 | MYGN Myriad Genetics, Inc. | Cut | Full-year 2026 guidance revised downward; specific numbers not provided in excerpt. | Earnings release (8-K Item 2.02) |
| 2026-07-30 | MLM Martin Marietta Materials, Inc. | Raised | Full-Year Revenue Guidance raised to $7.2 billion to $7.4 billion | Earnings call |
| 2026-07-30 | MFG MIZUHO FINANCIAL GROUP INC | Raised | FY2026 profit attributable to owners of parent raised from ¥1,300,000 million to ¥1,400,000 million | Earnings release (6-K) |
| 2026-07-30 | LYV Live Nation Entertainment, Inc. | Raised | Full-year fan attendance projected to grow 10% (up from prior expectations) | Earnings release (8-K) |
| 2026-07-30 | LOPE Grand Canyon Education, Inc. | Raised | Full Year EPS Guidance -- Adjusted EPS is projected to be $0.14 above previous consensus estimates for the full year 2026 | Earnings call |
| 2026-07-30 | LKQ LKQ Corporation | Cut | Revised outlook (no specific numbers provided in excerpt) | Earnings call |
| 2026-07-30 | LH Labcorp Holdings Inc. | Raised | We are raising the midpoint of our enterprise revenue range and our adjusted EPS range by $42 million and $0.30, respectively. Enterprise revenue is expected to grow 5.4% to 6.3%, which represents a 30 basis point increase at the midpoint. | Earnings call |
| 2026-07-30 | LAUR Laureate Education, Inc. | Raised | FY2026 revenue $1.92B-$1.93B, adjusted EBITDA $593M-$599M, adjusted EPS $2.04-$2.10; Q3 revenue $471M-$476M, adjusted EBITDA $134M-$137M | Earnings call |
| 2026-07-30 | JLL Jones Lang LaSalle Incorporated | Raised | Full-year adjusted EPS $24.60-$25.90 (34% growth at midpoint) | Earnings call |
| 2026-07-30 | IP International Paper Company | Cut | Full Year Adjusted EBITDA Guidance revised to a range of $2.35 billion to $2.45 billion, with the top end reduced by $50 million due to macro environment headwinds. | Earnings call |
| 2026-07-30 | INGM Ingram Micro Holding Corporation | Raised | Q3 net sales guidance $13.55-$13.95B (+7.5-10.7% YoY); non-GAAP EPS $0.72-$0.82 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | ILMN Illumina, Inc. | Raised | FY2026 revenue $4.60B-$4.64B, ROW organic growth >5%, non-GAAP EPS $5.30-$5.40; Q3 revenue $1.14B-$1.16B, non-GAAP EPS $1.33-$1.38 | Earnings call |
| 2026-07-30 | IDCC InterDigital, Inc. | Raised | FY2026 revenue $775M-$845M, adjusted EBITDA $469M-$529M, non-GAAP EPS $10.85-$12.81; Q3 revenue $154M-$158M, non-GAAP EPS $1.94-$2.13 | Earnings call |
| 2026-07-30 | IDA IDACORP, Inc. | Raised | Lower-end raised to $6.30-$6.45 per diluted share | Earnings release (8-K Item 2.02) |
| 2026-07-30 | HIPO Hippo Holdings Inc. | Raised | Gross written premium $1.65B-$1.7B, net written premium $565M-$580M, revenue $580M-$585M, net combined ratio 99%-101%, adjusted net income $62M-$70M | Earnings call |
| 2026-07-30 | HII Huntington Ingalls Industries, Inc. | Raised | 2026 shipbuilding revenue $10.2B-$10.4B (up from $9.7B-$9.9B); shipbuilding operating margin 6-6.5% (up from 5.5-6.5%); free cash flow $500M-$600M | Earnings call |
| 2026-07-30 | H Hyatt Hotels Corporation | Raised | Full Year RevPAR Guidance Increased to a range of 3.5% to 4.5%, up from the previous range of 2.0% to 4.0%. Full Year Adjusted EBITDA Guidance $1.155 billion to $1.205 billion, representing 13% to 18% growth. Full Year Gross Fees Guidance $1.305 billion to $1.335 billion, indicating growth of 9% to 11%. Adjusted Free Cash Flow Guidance $580 million to $630 million, reflecting a projected increase | Earnings call |
| 2026-07-30 | GVA Granite Construction Incorporated | Raised | 2026 revenue $5.3B-$5.5B (up from $5.2B-$5.4B); 2027 organic revenue growth above 10% (up from 6-8%); operating cash flow target 10-11% of revenue | Earnings call |
| 2026-07-30 | GDDY GoDaddy Inc. | Raised | FY2026 revenue guidance narrowed to $5.215B-$5.255B (prior $5.2B-$5.3B implied) | Earnings release (8-K Item 2.02) |
| 2026-07-30 | GATX GATX Corporation | Raised | FY2026 EPS guidance raised to $9.90-$10.30 from prior | Earnings release (8-K Item 2.02) |
| 2026-07-30 | FSS Federal Signal Corporation | Raised | Increased guidance for 2026 (no specific numbers provided in excerpt) | Earnings call |
| 2026-07-30 | FET Forum Energy Technologies, Inc. | Raised | Revenue +6%, Adj. EBITDA +17%, Adj. Net Income +57%, FCF +3% vs prior guidance | Earnings release (8-K Item 2.02) |
| 2026-07-30 | FCN FTI Consulting, Inc. | Cut | Full year GAAP EPS lowered to $8.70-$9.30 from $8.90-$9.60; Adjusted EPS $9.10-$9.70; revenue reaffirmed $3.94B-$4.1B | Earnings call |
| 2026-07-30 | EME EMCOR Group, Inc. | Raised | Full-year revenue $20B-$20.5B (up from $18.5B-$19.25B); Diluted EPS $32.00-$33.25 (up from $28.25-$29.75); Operating margin 9.5%-9.8% | Earnings call |
| 2026-07-30 | DXCM DexCom, Inc. | Raised | FY2026 revenue $5.18B-$5.25B (11%-13% growth), non-GAAP operating margin 23.5%-24%, non-GAAP gross margin ~64% | Earnings call |
| 2026-07-30 | DRS Leonardo DRS, Inc. | Raised | Full Year Adjusted EBITDA Guidance raised to $525M-$540M; Full Year Adjusted Diluted EPS Guidance increased to $1.34-$1.39; Q3 2026 revenue above $1B with mid-13% EBITDA margin | Earnings call |
| 2026-07-30 | DRH DiamondRock Hospitality Company | Raised | Full-year guidance raised | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CUZ Cousins Properties Incorporated | Raised | Raised 2026 earnings guidance midpoint. | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CRS Carpenter Technology Corporation | Raised | Fiscal Year 2027 Operating Income Guidance -- $850 million to $880 million, representing projected growth of 21% to 25% over fiscal year 2026 record results | Earnings call |
| 2026-07-30 | COHU Cohu, Inc. | Raised | Full-Year 2026 Revenue Outlook -- 35% growth over last year, increased from a prior estimate of 25% | Earnings call |
| 2026-07-30 | CNX CNX Resources Corporation | Cut | Adjusted EBITDAX Guidance $1,265 million to $1,315 million, representing an update from the previous range of $1,310 million to $1,360 million. Free Cash Flow Guidance approximately $525 million, reflecting a reduction from the prior estimate of $550 million. | Earnings call |
| 2026-07-30 | CMCO Columbus McKinnon Corporation | Raised | Net sales raised to $2.09-2.15B from $2.05-2.12B; Adjusted EBITDA to $405-420M from $390-410M; Adjusted EPS to $1.90-2.10 from $1.70-1.90 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CI The Cigna Group | Raised | Adjusted EPS at least $30.45 (raised from prior) | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CFR Cullen/Frost Bankers, Inc. | Raised | Net Interest Income Guidance 4.75% to 5.25% growth for the full year, representing an increase and narrowing from the previous range of 3.5% to 5%. Average Loan Growth Guidance 7% to 8% for the full year, raised from the prior forecast of 6% to 7%. Noninterest Income Guidance 7.5% to 8.5% for the full year, increased from the previous target range of 4% to 5%. Noninterest Expense Guidance 4.5% to | Earnings call |
| 2026-07-30 | CERS Cerus Corporation | Raised | FY2026 product revenue guidance raised to $229-231M (11-12% growth); IFC sales outlook raised to $23-25M (+40-50% YoY) | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CDNA CareDx, Inc. | Raised | Revenue guidance raised to $490M-$500M (from $447M-$465M); AEBITDA guidance raised to $66M-$78M (from $43M-$57M) | Earnings release (8-K Item 2.02) |
| 2026-07-30 | CCC CCC Intelligent Solutions Holdings Inc. | Raised | Full Year 2026 Revenue Guidance $1.158 billion to $1.164 billion, which management narrowed and raised at the midpoint to approximately 9.5% to 10% growth. Full Year 2026 Profitability Guidance $485 million to $491 million in adjusted EBITDA, representing a 42% margin at the midpoint. | Earnings call |
| 2026-07-30 | BWIN The Baldwin Insurance Group, Inc. | Raised | Revenue $485M-$495M, organic revenue growth mid single digits, adjusted EBITDA $105M-$110M, adjusted diluted EPS $0.42-$0.46 | Earnings call |
| 2026-07-30 | BMY Bristol-Myers Squibb Company | Raised | Full-Year Revenue Guidance $49 billion to $50 billion, an increase from the previous range of $46 billion to $47.5 billion. Non-GAAP EPS Guidance $6.75 to $7.00, raised from the previous range of $6.05 to $6.35. | Earnings call |
| 2026-07-30 | BLDR Builders FirstSource, Inc. | Cut | Full-year outlook lowered reflecting current market conditions and cautious second-half view. | Earnings release (8-K Item 2.02) |
| 2026-07-30 | BJRI BJ's Restaurants, Inc. | Raised | Comparable Sales 3%-4%, Restaurant Level Profit $228M-$235M, Adjusted EBITDA $145M-$152M | Earnings call |
| 2026-07-30 | BIPC Brookfield Infrastructure Corporation | Raised | FFO per unit growth target of 6-9% achieved; organic growth within target range | Earnings release (6-K) |
| 2026-07-30 | BFLY Butterfly Network, Inc. | Raised | FY 2026 Revenue Guidance -- $119 million to $123 million, increased from previous estimates to reflect 22% to 26% annual growth | Earnings call |
| 2026-07-30 | BFAM Bright Horizons Family Solutions Inc. | Raised | Revenue $3.085B-$3.115B, Adjusted EPS $5.05-$5.15 | Earnings call |
| 2026-07-30 | BDC Belden Inc. | Raised | Q3 2026 revenue guidance $950-970M (midpoint $960M, +28% y/y implied); adj. EPS $2.15-2.30 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | BC Brunswick Corporation | Raised | Full-Year Revenue Guidance $5.7 billion to $5.8 billion, representing a significant increase over 2025 performance. Full-Year Adjusted EPS Guidance $4.35 to $4.75, an increase of nearly 40% at the midpoint compared to the previous year. Full-Year Free Cash Flow Guidance raised to more than $400 million. | Earnings call |
| 2026-07-30 | BAX Baxter International Inc. | Raised | Reported sales growth raised from flat-to-1% to 3-4%; organic from ~0% to 2-3%; adjusted EPS from $1.85-$2.05 to $1.95-$2.15 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | ASUR Asure Software, Inc. | Raised | Q3 revenue $38-40M, FY revenue $159-163M, adjusted EBITDA margin 24-25% | Earnings release (8-K Item 2.02) |
| 2026-07-30 | APG APi Group Corporation | Raised | Full-year net revenues raised to $8,660-8,860M; adjusted EBITDA raised to $1,177-1,237M | Earnings release (8-K Item 2.02) |
| 2026-07-30 | APD Air Products and Chemicals, Inc. | Raised | FY2026 adjusted EPS $13.39-$13.49; Q4 adjusted EPS $3.55-$3.65 | Earnings release (8-K Item 2.02) |
| 2026-07-30 | AOS A. O. Smith Corporation | Cut | Revised Sales Guidance 2% to 3% for the full year, narrowed from the previous range of 2% to 4% due to softer residential water heater demand. Revised Adjusted EPS Guidance $3.70 to $3.85 per share, updated from the previous range of $3.70 to $4.00 per share. | Earnings call |
| 2026-07-30 | AMRX Amneal Pharmaceuticals, Inc. | Raised | 2026 Revenue Guidance -- $3.1 billion to $3.2 billion, representing an increase of $50 million from previous expectations | Earnings call |
| 2026-07-30 | AMG Affiliated Managers Group, Inc. | Raised | Record AUM, strong inflows, increasing growth opportunities | Earnings release (8-K Item 2.02) |
| 2026-07-30 | AMCX AMC Global Media Inc. | Raised | Full year guidance raised, driven by Netflix deal and distribution renewals | Earnings release (8-K Item 2.02) |
| 2026-07-30 | ALNY Alnylam Pharmaceuticals, Inc. | Cut | TTR Revenue $4.2B-$4.5B, Total Net Product Revenue $4.7B-$5.1B, Collaboration/Royalty $575M-$625M | Earnings call |
| 2026-07-30 | ALHC Alignment Healthcare, Inc. | Raised | Revenue $5.20B-$5.23B, Adjusted Gross Profit $630M-$650M, Adjusted EBITDA $145M-$163M | Earnings call |
| 2026-07-30 | ALGM Allegro MicroSystems, Inc. | Raised | Q2 FY2027 sales guidance $265-275M (midpoint +26% YoY); Non-GAAP EPS $0.23-0.26 (midpoint +88% YoY) | Earnings release (8-K Item 2.02) |
| 2026-07-30 | AGCO AGCO Corporation | Cut | Net Sales Guidance -- Revised to between $10.1 billion and $10.2 billion for the full year | Earnings call |
| 2026-07-30 | AEP American Electric Power Company, Inc. | Raised | We raised our 2026 operating earnings guidance by $0.10 per share. | Earnings call |
| 2026-07-30 | ADT ADT Inc. | Raised | Full year 2026 financial outlook raised based on year-to-date performance | Earnings release (8-K Item 2.02) |
| 2026-07-30 | ADC Agree Realty Corporation | Raised | 2026 AFFO per share raised to $4.57-$4.59 from $4.54-$4.58; investment guidance raised to $1.6B-$1.8B from $1.4B-$1.6B | Earnings release (8-K Item 2.02) |
| 2026-07-29 | TER Teradyne, Inc. | Raised | Q3 2026 revenue guidance $1,200M-$1,300M | Earnings release (8-K) |
| 2026-07-29 | RYZ Ryerson Holding Corporation | Raised | Revenue guidance exceeded; synergy run-rate raised to $52-56M annualized | Earnings release (8-K Item 2.02) |
| 2026-07-29 | PSA Public Storage | Raised | Core FFO per share midpoint raised by $0.22 to $16.90; Same-store NOI growth midpoint raised by 1.1% | Earnings release (8-K) |
| 2026-07-29 | PFSI PennyMac Financial Services, Inc. | Cut | Adjusted ROEs expected to remain in high single digits through 2026 | Earnings release (8-K Item 2.02) |
| 2026-07-29 | PCOR Procore Technologies, Inc. | Raised | FY2026 revenue $1,510-1,514M (14.5% growth at high end), non-GAAP op margin 18.5-19.0%, FCF margin 19.5%. FY2027 non-GAAP op margin target 25%. | Earnings release (8-K) |
| 2026-07-29 | ORN Orion Group Holdings Inc | Cut | Adjusted EBITDA lowered to $50-54M from $54-58M; Adjusted EPS to $0.23-0.30 from $0.36-0.42 | Earnings release (8-K) |
| 2026-07-29 | NPKI NPK International Inc. | Raised | Raised full-year earnings guidance | Earnings release (8-K Item 2.02) |
| 2026-07-29 | NOV NOV Inc. | Raised | Q3 2026: rev flat to +2% YoY, Adj EBITDA $240-270M | Earnings release (8-K Item 2.02) |
| 2026-07-29 | LHX L3Harris Technologies, Inc. | Raised | FY26 revenue guidance raised to $23.2B-$23.7B (prior $23B-$23.5B); EPS raised to $11.80-$12.00 (prior $11.40-$11.60) | Earnings release (8-K Item 2.02) |
| 2026-07-29 | GTX Garrett Motion Inc. | Raised | Increased 2026 full-year outlook | Earnings release (8-K) |
| 2026-07-29 | GRMN Garmin Ltd. | Raised | Raised full year 2026 consolidated revenue and EPS guidance | Earnings release (8-K) |
| 2026-07-29 | FTAI FTAI Aviation Ltd. | Raised | 2027 Adj. EBITDA guidance of $2.3B introduced; 2026 Aerospace Products reaffirmed at $1.05B; Aviation Leasing cut from $575M to $475M | Earnings release (8-K Item 2.02) |
| 2026-07-29 | FORM FormFactor, Inc. | Raised | Q3 2026 revenue guidance $270M +/- $10M, non-GAAP EPS $0.86 +/- $0.09 | Earnings release (8-K Item 2.02) |
| 2026-07-29 | ETR Entergy Corporation | Cut | Affirmed $4.25-$4.45 adjusted EPS guidance, but effectively a cut due to dilution from $2.175B equity offering | Earnings release (8-K Item 2.02) |
| 2026-07-29 | EFOR Everforth, Inc. | Raised | Revenues and Adjusted EBITDA exceeded high-end of guidance estimates | Earnings release (8-K Item 2.02) |
| 2026-07-29 | CVNA Carvana Co. | Raised | Full-year 2026 Adjusted EBITDA guidance raised to $2.7-$3.0B from $2.24B. | Earnings release (8-K Item 2.02) |
| 2026-07-29 | CORT Corcept Therapeutics Incorporated | Raised | Revenue guidance raised to $1.1-$1.2 billion from prior (not specified). | Earnings release (8-K Item 2.02) |
| 2026-07-29 | CNMD CONMED Corporation | Raised | Adjusted diluted EPS guidance raised by $0.18 at midpoint ($4.54 vs prior $4.375). | Earnings release (8-K Item 2.02) |
| 2026-07-29 | BELFB Bel Fuse Inc. | Raised | Q3 2026 sales $205-225M; gross margin 39-41% | Earnings release (8-K Item 2.02) |
| 2026-07-29 | ARXS Arxis, Inc. | Raised | FY26 revenue raised to $1,960-1,980M from $1,860-1,880M; FY26 Adjusted EBITDA raised to $790-800M from $720-730M; FY26 Adjusted EBITDA margin ~40.4% from ~38.8% | Earnings release (8-K Item 2.02) |
| 2026-07-29 | AER AerCap Holdings N.V. | Raised | raising our full-year 2026 adjusted EPS guidance to approximately $16.80 | Earnings call |
| 2026-07-29 | ADPT Adaptive Biotechnologies Corporation | Raised | MRD revenue guidance raised to $268M-$278M from $260M-$270M; total OpEx guidance narrowed to $350M-$355M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | ZWS Zurn Elkay Water Solutions Corporation | Raised | FY2026 adjusted EBITDA raised to $503-$513M (from prior implied ~$490M) | Earnings release (8-K) |
| 2026-07-28 | XYL Xylem Inc. | Raised | Adjusted EPS raised from $5.35-$5.60 to $5.55-$5.70 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | VRNS Varonis Systems, Inc. | Raised | Full-year SaaS ARR excluding conversions growth raised to 21% at midpoint ($769M-$775M), a $5M increase from prior quarter. | Earnings release (8-K Item 2.02) |
| 2026-07-28 | VLTO Veralto Corporation | Raised | FY2026 adjusted EPS raised to $4.35-$4.43 from $4.20-$4.28; core sales growth raised to 4.0%-4.5% from 3.0%-4.5% | Earnings release (8-K) |
| 2026-07-28 | UPS United Parcel Service, Inc. | Raised | Revenue guidance raised to ~$91.2B, non-GAAP adjusted operating profit to ~$8.65B, non-GAAP adjusted diluted EPS to ~$7.22 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | UHS Universal Health Services, Inc. | Raised | Revised 2026 full-year operating results forecast upward | Earnings release (8-K Item 2.02) |
| 2026-07-28 | TRU TransUnion | Raised | FY2026 revenue growth 12-13% (8-9% organic constant currency) | Earnings release (8-K) |
| 2026-07-28 | TLRY Tilray Brands, Inc. | Raised | FY2027 adjusted EBITDA guidance $68-75M vs FY2026 $61.1M | Earnings release (8-K) |
| 2026-07-28 | SWKS Skyworks Solutions, Inc. | Raised | Q4 FY2026 revenue $1,010-1,060M; non-GAAP EPS $1.27 midpoint | Earnings release (8-K) |
| 2026-07-28 | STX Seagate Technology Holdings plc | Raised | FQ1 2027 revenue guidance $4.1B ± $100M (vs consensus ~$3.8B); non-GAAP EPS $7.30 ± $0.20 (vs consensus ~$6.50) | Earnings release (8-K) |
| 2026-07-28 | SPGI S&P Global Inc. | Raised | FY2026 adjusted EPS guidance $17.50-$17.75, revenue growth 5.9%-7.9% | Earnings release (8-K) |
| 2026-07-28 | SHW The Sherwin-Williams Company | Raised | FY2026 adjusted diluted EPS guidance raised to $11.80-$12.20 | Earnings release (8-K) |
| 2026-07-28 | ROG Rogers Corporation | Raised | Q3 2026 net sales $233-243M (vs Q2 $216.8M), gross margin 33.2-34.2% (vs Q2 32.5%), adj. EPS $1.10-1.30 (vs Q2 $0.92), adj. EBITDA $44-50M (vs Q2 $37.6M) | Earnings release (8-K) |
| 2026-07-28 | RGEN Repligen Corporation | Raised | FY2026 organic revenue growth raised to 10.5%-13.5%; adjusted EPS raised to $2.03-$2.09 | Earnings release (8-K) |
| 2026-07-28 | RCL Royal Caribbean Cruises Ltd. | Raised | FY2026 adjusted EPS raised to $17.73-$17.87 (+14% YoY) | Earnings release (8-K) |
| 2026-07-28 | RBBN Ribbon Communications Inc. | Cut | Full-year revenue guidance adjusted to $810M-$840M (from prior); Q3 revenue guidance $215M-$230M. | Earnings release (8-K Item 2.02) |
| 2026-07-28 | PYPL PayPal Holdings, Inc. | Raised | FY2026 non-GAAP EPS raised to ~$5.38 from prior low-single digit decline to slightly positive | Earnings release (8-K) |
| 2026-07-28 | PII Polaris Inc. | Raised | Full-Year Sales Guidance raised to $7.3B-$7.5B (2%-5% growth) from flat to 2%; Full-Year Adjusted EPS Guidance raised to $3.00-$3.10; Operational Adjusted EPS Guidance raised to $2.05-$2.15 from $1.00-$1.70; Adjusted EBITDA Margin Guidance raised by 50-75 bps; Operational Adjusted EBITDA Margin Guidance raised to 145-170 bps from 100-140 bps | Earnings call |
| 2026-07-28 | PCAR PACCAR Inc | Raised | Third Quarter Gross Margin Forecast 14.5%, with further expansion expected in Q4; Parts Sales Growth Forecast 3%-5% for full year; Capital Investments Guide $700M-$750M; R&D Expenditures Guide $450M-$480M | Earnings call |
| 2026-07-28 | OSK Oshkosh Corporation | Cut | FY2026 adjusted EPS guidance lowered to ~$11.00 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | OI O-I Glass, Inc. | Cut | 2026 guidance revised downward, 2027 targets realigned | Earnings release (8-K Item 2.02) |
| 2026-07-28 | NXPI NXP Semiconductors N.V. | Raised | Q3 revenue guidance $3.65B-$3.85B, midpoint $3.75B vs consensus ~$3.6B | Earnings release (8-K Item 2.02) |
| 2026-07-28 | NEO NeoGenomics, Inc. | Raised | FY2026 revenue guidance raised from $797-803M to $802-806M; adj EBITDA from $55-57M to $56-58M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | NBR Nabors Industries Ltd. | Raised | Lower 48 exit rig count raised to ~74; full-year adjusted EBITDA $920-930M; adjusted free cash flow $20-30M; capex reduced to $710-730M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | MDLZ Mondelez International, Inc. | Raised | At least 2% organic revenue growth for FY2026 (from prior unspecified); maintains adjusted EPS growth flat to 5% constant currency | Earnings release (8-K Item 2.02) |
| 2026-07-28 | MANH Manhattan Associates, Inc. | Raised | FY2026 total revenue guided to $1.160B-$1.166B (7-8% growth), adjusted EPS $5.44-$5.50 (8-9% growth) | Earnings release (8-K Item 2.02) |
| 2026-07-28 | LOGI Logitech International S.A. | Cut | Q2 sales growth 0-3%; Q3 impact up to $200M | Earnings release (8-K) |
| 2026-07-28 | KO The Coca-Cola Company | Raised | Full year guidance raised; specific numbers not provided in excerpt. | Earnings release (8-K Item 2.02) |
| 2026-07-28 | KNSA Kiniksa Pharmaceuticals International, plc | Raised | 2026 ARCALYST guidance raised to $980-995M from $930-945M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | KLAC KLA Corporation | Raised | Q1 FY2027 revenue guidance $4.0B ±$200M vs Q4 FY2026 $3.658B actual | Earnings release (8-K Item 2.02) |
| 2026-07-28 | JBLU JetBlue Airways Corporation | Raised | Re-established full-year 2026 outlook; introduced 2028 EPS target of at least $1.00 per share | Earnings release (8-K Item 2.02) |
| 2026-07-28 | ITW Illinois Tool Works Inc. | Raised | GAAP EPS guidance raised by $0.15 to $11.35-$11.55; organic revenue growth guidance raised to 3-4% (midpoint +1.5ppts) | Earnings release (8-K Item 2.02) |
| 2026-07-28 | ITRI Itron, Inc. | Raised | Raising full-year earnings outlook | Earnings release (8-K Item 2.02) |
| 2026-07-28 | IQV IQVIA Holdings Inc. | Raised | Revenue guidance raised to $17,275M-$17,475M (mid-point 6.5% growth vs prior 5.8%); Adjusted EBITDA to $4,000M-$4,050M; Adjusted EPS to $12.80-$13.00 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | INIO INNIO N.V. | Raised | FY2026 Total Revenue $3.8-3.9B (vs FY2025 $2.6B); FY2026 Adjusted EBITDA $720-740M (vs FY2025 $549M) | Earnings release (8-K Item 2.02) |
| 2026-07-28 | INCY Incyte Corporation | Raised | Total net sales raised to $5,130-5,260M from $4,770-4,940M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | HURN Huron Consulting Group Inc. | Raised | Full-year RBR guidance raised to $1.85B-$1.89B | Earnings release (8-K Item 2.02) |
| 2026-07-28 | HUBB Hubbell Incorporated | Raised | FY2026 adjusted EPS raised to $20.25-$20.55; total sales growth 16-18% (organic 9-11%) | Earnings release (8-K Item 2.02) |
| 2026-07-28 | HRI Herc Holdings Inc. | Raised | Full-year 2026 guidance raised; net fleet capex increased | Earnings release (8-K Item 2.02) |
| 2026-07-28 | GLW Corning Incorporated | Raised | Springboard Plan: $20B annualized sales by end-2026, $30B by 2028, $40B by 2030; Q3 core sales $4.9-$5B, core EPS $0.85-$0.89 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | FELE Franklin Electric Co., Inc. | Raised | FY2026 net sales $2.21-$2.29B, adjusted EPS $4.50-$4.70 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | F Ford Motor Company | Raised | Adjusted EBIT guidance raised to $10B-$11B from $8.5B-$10.5B; adjusted FCF to $6B-$7B from $5B-$6B | Earnings release (8-K Item 2.02) |
| 2026-07-28 | EXLS ExlService Holdings, Inc. | Raised | Revenue guidance raised to $2.390B-$2.415B from $2.30B-$2.33B; adjusted EPS to $2.25-$2.29 from $2.18-$2.23 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | ECL Ecolab Inc. | Raised | FY2026 adjusted EPS raised to $8.05-$8.25 from $8.03-$8.23 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | DINO HF Sinclair Corporation | Raised | Positive outlook: fundamentals expected to persist in Q3 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CVLT Commvault Systems, Inc. | Raised | Full-year subscription revenue guidance raised to $1.119-1.129B; ARR guidance to $1.2-1.21B; FCF guidance to $250-260M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CURB Curbline Properties Corp. | Raised | Investment Target -- Raised to $1 billion for the full year, an increase from the previously stated $850 million goal | Earnings call |
| 2026-07-28 | CTS CTS Corporation | Raised | Sales guidance raised to $565-585M; adjusted EPS guidance raised to $2.55-$2.70 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CTO CTO Realty Growth, Inc. | Raised | Core FFO guidance raised to $2.09-$2.13 per share; investment guidance raised to $300-400M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CSGP CoStar Group, Inc. | Raised | Adjusted EBITDA guidance midpoint raised by $30M to $800M; revenue guidance raised to $3.735B midpoint | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CR Crane Company | Raised | Full-year adjusted EPS guidance raised to $6.85-$7.05 from $6.65-$6.85. | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CNP CenterPoint Energy, Inc. | Raised | 2026 non-GAAP EPS guidance at least $1.89-$1.91 midpoint; 10-year capital plan $66.7B | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CNC Centene Corporation | Raised | Medicaid Rate Forecast raised to 5% from 4.5%; PDP Pretax Margin raised to >3% from 2%; Marketplace Pretax Margin raised to 4.5%-5% from 3%; SG&A Expense Ratio down to 6.9% from 7.1%; Medicaid Attrition increased to 8%-9% from 6% | Earnings call |
| 2026-07-28 | CMS CMS Energy Corporation | Raised | 2026 guidance $3.83-$3.90; 2027 guidance $4.08-$4.17 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CHE Chemed Corporation | Raised | Full-year guidance increased; VITAS outperformance driving raise | Earnings release (8-K Item 2.02) |
| 2026-07-28 | CARR Carrier Global Corporation | Raised | FY sales ~$23B (from ~$22B); adj. op. profit ~$3.5B (from ~$3.4B); adj. EPS ~$2.90 (from ~$2.80) | Earnings release (8-K Item 2.02) |
| 2026-07-28 | BXP BXP, Inc. | Raised | FY FFO guidance midpoint raised by $0.05/sh to $6.99-$7.05; Q3 FFO guidance $1.80-$1.82 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | BE Bloom Energy Corporation | Raised | Revenue guidance raised to $3.9B-$4.2B (midpoint $4.05B, +100% YoY); Non-GAAP operating income $800M-$900M; Non-GAAP EPS $2.55-$2.85 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | AXTA Axalta Coating Systems Ltd. | Raised | FY2026 Adj. EBITDA $1,140-$1,170M; Adj. EPS $2.55-$2.70; FCF >$500M | Earnings release (8-K Item 2.02) |
| 2026-07-28 | AWI Armstrong World Industries, Inc. | Raised | Raising 2026 guidance midpoints across all key metrics | Earnings release (8-K Item 2.02) |
| 2026-07-28 | AMT American Tower Corporation | Raised | Full-year outlook raised for second time this year | Earnings release (8-K Item 2.02) |
| 2026-07-28 | AKR Acadia Realty Trust | Raised | 2026 FFO As Adjusted per share raised to $1.24-$1.26 from $1.22-$1.26 | Earnings release (8-K Item 2.02) |
| 2026-07-28 | ACHC Acadia Healthcare Company, Inc. | Cut | Full year 2026 financial and cash flow guidance updated downward | Earnings release (8-K Item 2.02) |
| 2026-07-27 | WELL Welltower Inc. | Raised | Full year normalized FFO guidance raised to $6.36-$6.44 from $6.21-$6.35 | Earnings release (8-K Item 2.02) |
| 2026-07-27 | VOD Vodafone Group Public Limited Company | Raised | Adjusted EBITDAaL guidance updated to €13.0-€13.3 billion; expects upper end of range | Earnings release (6-K) |
| 2026-07-27 | SUI Sun Communities, Inc. | Raised | 2026 same property NOI growth guidance raised by 20 bps to 4.5%-5.3% | Earnings release (8-K) |
| 2026-07-27 | SSD Simpson Manufacturing Co., Inc. | Raised | Updated 2026 guidance (details not fully provided in excerpt) | Earnings release (8-K Item 2.02) |
| 2026-07-27 | SANM Sanmina Corporation | Raised | FY2026 revenue raised to $14.0B-$14.3B, non-GAAP op margin to 6.85%-7.25%, non-GAAP EPS to $11.90-$12.20 | Earnings release (8-K) |
| 2026-07-27 | RMBS Rambus Inc. | Raised | Q3 revenue guidance $210-216M vs Q2 actual $207.4M; product revenue guided $110-116M vs Q2 $99.2M | Earnings release (8-K) |
| 2026-07-27 | NVTS Navitas Semiconductor Corporation | Raised | Q3 revenue guidance midpoint implies 28% sequential growth; Q4 double-digit growth; full-year mid-single-digit growth | Earnings release (8-K Item 2.02) |
| 2026-07-27 | NUE Nucor Corporation | Raised | Higher consolidated reported earnings expected in Q3'26 | Earnings release (8-K Item 2.02) |
| 2026-07-27 | NE Noble Corporation plc | Cut | Revenue guidance reduced by $100M at midpoint; Adjusted EBITDA guidance reduced by $92.5M at midpoint. | Earnings release (8-K Item 2.02) |
| 2026-07-27 | NCTY The9 LTD | Raised | Expects sequential growth through 2026 | Earnings release (6-K) |
| 2026-07-27 | KFRC Kforce Inc. | Raised | Q3 2026: Revenue $349-357M; EPS $0.71-0.79; Gross profit margin 28.1-28.3%; Flex gross profit margin 26.7-26.9%; SG&A as % of revenue 22.2-22.4%; Operating margin 5.3-5.7%; WASO 17.2M; Effective tax rate 30.4% | Earnings release (8-K Item 2.02) |
| 2026-07-27 | HAPN Happen, Inc. | Raised | FY2026 originations guided $12.2B-$12.6B; diluted EPS $1.80-$1.90 | Earnings release (8-K Item 2.02) |
| 2026-07-27 | FFIV F5, Inc. | Raised | FY2026 revenue growth raised to ~9-10% from 7-8%; non-GAAP EPS raised to $17.21-$17.33 from $16.25-$16.55 | Earnings release (8-K Item 2.02) |
| 2026-07-27 | ESI Element Solutions Inc | Raised | Full year 2026 adjusted EBITDA guidance raised to $690-710M | Earnings release (8-K Item 2.02) |
| 2026-07-27 | ENSG The Ensign Group, Inc. | Raised | FY2026 EPS guidance raised to $7.75-$7.85 from $7.48-$7.62; revenue raised to $5.87B-$5.92B from $5.81B-$5.86B. | Earnings release (8-K Item 2.02) |
| 2026-07-27 | CLS CELESTICA INC | Raised | Revenue outlook raised to $20.5B from $19.0B; Adjusted EPS to $11.30 from $10.15; Adjusted operating margin to 8.4% from 8.1%; Free cash flow to $600M from $500M. | Earnings release (8-K Item 2.02) |
| 2026-07-27 | CDNS Cadence Design Systems, Inc. | Raised | Revenue growth raised to ~19% (from 16-18%); non-GAAP EPS raised to $8.10 (from $7.90) | Earnings release (8-K Item 2.02) |
| 2026-07-27 | BKR Baker Hughes Company | Raised | Full-year IET order guidance raised; Horizon 2 IET orders outlook increased to >$45B | Earnings release (8-K Item 2.02) |
| 2026-07-27 | AMKR Amkor Technology, Inc. | Raised | Q3 revenue midpoint $2.0B (+5% QoQ); gross margin 18.5-19.5% (up from 16.8%) | Earnings release (8-K Item 2.02) |
| 2026-07-27 | AGYS Agilysys, Inc. | Raised | Total revenue $368-373M (from $365-370M); subscription growth at least 32% (from 30%) | Earnings release (8-K Item 2.02) |
Questions
- Which companies changed their guidance in the week of jul 27, 2026?
- Moog Inc. (MOG-A), IES Holdings, Inc. (IESC), Gates Industrial Corporation plc (GTES), Gaming and Leisure Properties, Inc. (GLPI), Colgate-Palmolive Company (CL), Xerox Holdings Corporation (XRX), XPO, Inc. (XPO), Xenia Hotels & Resorts, Inc. (XHR) and 192 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.