Companies That Raised or Cut Guidance, Week of Aug 3, 2026
In the week of Aug 3, 2026 to Aug 9, 2026, 202 companies raised guidance and 29 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Aug 3, 2026 – Aug 9, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-08-08 | UNIT Uniti Group Inc. | Raised | Full Year 2026 Revenue Outlook $3.63 billion to $3.68 billion; Full Year 2026 Adjusted EBITDA Outlook $1.45 billion to $1.50 billion | Earnings call |
| 2026-08-08 | GPN Global Payments Inc. | Raised | Normalized constant currency growth of 4% to 5%; EPS range of $13.60 to $13.80, representing 11% to 13% growth | Earnings call |
| 2026-08-07 | WY Weyerhaeuser Company | Raised | Q3 2026 earnings before special items and adjusted EBITDA expected to be slightly higher compared to Q2 2026 | Earnings call |
| 2026-08-07 | WWD Woodward, Inc. | Raised | Revised Adjusted EPS Guidance -- $9.30 to $9.50 for fiscal year 2026, raised from the previous range of $9.15 to $9.45 | Earnings call |
| 2026-08-07 | WNC Wabash National Corporation | Cut | Q3 Revenue Guidance -- $440 million to $460 million. Q3 Adjusted EPS Guidance -- $(0.50) to $(0.40) per share | Earnings call |
| 2026-08-07 | WING Wingstop Inc. | Cut | Updated same-store sales guidance decline of 4% to 6% for full year; global unit growth guidance reiterated at 15% to 16%; SG&A expense outlook $140M-$143M; stock-based compensation guidance approximately $24M | Earnings call |
| 2026-08-07 | WAY Waystar Holding Corp. | Raised | 2026 Revenue Guidance -- $1.276 billion to $1.294 billion, representing a $2 million increase at the low end of the range. 2026 Adjusted EBITDA Guidance -- $535 million to $545 million, an increase of $5 million at the midpoint from previous guidance | Earnings call |
| 2026-08-07 | VTR Ventas, Inc. | Raised | Normalized FFO Guidance -- Raised to a range of $3.85 to $3.90 per share for the full year, reflecting an 8% to 10% growth rate | Earnings call |
| 2026-08-07 | VRT Vertiv Holdings Co | Raised | Net sales raised to $14 billion, a $250 million increase from previous guidance, up 37% year-on-year. Adjusted diluted EPS now at $6.70. AOP now expected almost 60% up year-on-year. And adjusted free cash flow expected at $2.5 billion | Earnings call |
| 2026-08-07 | VICI VICI Properties Inc. | Raised | Full-year 2026 total AFFO guidance raised to $2,675M-$2,695M; AFFO per diluted share raised to $2.45-$2.47 | Earnings call |
| 2026-08-07 | VFC V.F. Corporation | Raised | Fiscal 2027 Revenue Guidance raised to 2% or better growth on a constant currency basis | Earnings call |
| 2026-08-07 | UAA Under Armour, Inc. | Cut | Fiscal 2027 Revenue Guidance -- Mid-single-digit decline, revised from previous expectations of a slight decline | Earnings call |
| 2026-08-07 | UA Under Armour, Inc. | Cut | Revenue now expected to decline mid-single-digit % vs prior slight decline | Earnings release (8-K) |
| 2026-08-07 | TYL Tyler Technologies, Inc. | Raised | Full-Year Margin Guidance -- Approximately 100 basis points of expansion at the midpoint | Earnings call |
| 2026-08-07 | TTEK Tetra Tech, Inc. | Raised | FY 2026 net revenue guidance increased to $4.315B-$4.365B; Q4 net revenue guidance $1.12B-$1.17B; Q4 adjusted EPS guidance $0.45-$0.48 | Earnings call |
| 2026-08-07 | TNET TriNet Group, Inc. | Raised | Adjusted EPS guidance raised to $4.50-$5.10 for full year 2026; full-year revenue guidance $4.75B-$4.90B; professional services revenue guidance raised to $647M-$663M; insurance cost ratio guidance improved to 88.5%-89.5%; adjusted EBITDA margin guidance raised to 8.5%-9% | Earnings call |
| 2026-08-07 | TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD | Raised | 2026 Revenue Guidance $16.5 billion to $16.85 billion, increase of $75 million at midpoint | Earnings call |
| 2026-08-07 | TENB Tenable Holdings, Inc. | Raised | Revenue guidance raised to $1.075B-$1.081B for full year 2026; non-GAAP operating income guidance raised to $258M-$264M; non-GAAP net income guidance raised to $228M-$234M; non-GAAP EPS guidance raised to $1.95-$2.00; unlevered free cash flow guidance raised to $289M-$295M | Earnings call |
| 2026-08-07 | TDOC Teladoc Health, Inc. | Cut | Full Year 2026 Revenue Guidance -- $2.36 billion to $2.45 billion, a 5% reduction at the midpoint from previous estimates | Earnings call |
| 2026-08-07 | TBBK The Bancorp, Inc. | Raised | 6 EPS Guidance -- $5.95 to $6.05, representing an increase from previous forecasts due to momentum in fintech fees and gross dollar volume. | Earnings call |
| 2026-08-07 | SXI Standex International Corporation | Raised | Fiscal Year 2027 Sales Guidance -- Mid- to high single-digit growth, driven by high single-digit to low double-digit organic growth. Fiscal Year 2027 Capital Expenditures -- $45 million to $55 million | Earnings call |
| 2026-08-07 | SWK Stanley Black & Decker, Inc. | Raised | 2026 Adjusted EPS Guidance $5.20-$5.80 (raised from $4.90-$5.70); Free Cash Flow Guidance $600M-$800M | Earnings call |
| 2026-08-07 | SW Smurfit Westrock Plc | Cut | Full year 2026 adjusted EBITDA $4.9B-$5.1B; Q3 adjusted EBITDA approximately $1.3B | Earnings call |
| 2026-08-07 | SPOK Spok Holdings, Inc. | Cut | 2026 Total Revenue Guidance -- $132.5 million to $139.5 million, adjusted downward from previous estimates to reflect elongated sales cycles. | Earnings call |
| 2026-08-07 | SOFI SoFi Technologies, Inc. | Raised | Adjusted Net Revenue Guidance -- $4.75 billion to $4.85 billion for the full year 2026, an increase from the previous guidance of 30% growth to a range of 32% to 35%. | Earnings call |
| 2026-08-07 | SIMO Silicon Motion Technology CORP | Raised | Third Quarter Revenue Guidance $519 million to $541 million; Full-Year 2026 Revenue Outlook more than double year over year | Earnings call |
| 2026-08-07 | SILC SILICOM LTD. | Raised | Full Year Revenue Guidance $93 million to $95 million, raised from $82 million to $83 million | Earnings call |
| 2026-08-07 | SCI Service Corporation International | Raised | Adjusted Operating Cash Flow Guidance raised by $50 million to a new midpoint of $1.085 billion | Earnings call |
| 2026-08-07 | SBUX Starbucks Corporation | Raised | raise our full year 2026 guidance | Earnings call |
| 2026-08-07 | RSI Rush Street Interactive, Inc. | Raised | Revenue guidance $1.56B-$1.6B (increased $65M at midpoint); Adjusted EBITDA guidance $245M-$265M (increased $15M at midpoint) | Earnings call |
| 2026-08-07 | RM Regional Management Corp. | Cut | Revised full-year EPS guidance 10% to 13% growth; revised portfolio growth guidance 5% to 7% | Earnings call |
| 2026-08-07 | REYN Reynolds Consumer Products Inc. | Raised | Full Year 2026 Revenue Guidance -- low single-digit growth of 1% to 3%, raised from previous guidance of a 1% decline. | Earnings call |
| 2026-08-07 | REG Regency Centers Corporation | Raised | Full-Year Core Operating Earnings Guidance raised to $4.62-$4.66 per diluted share; Full-Year Same Property NOI Guidance increased to 3.7%-4.1% | Earnings call |
| 2026-08-07 | QTWO Q2 Holdings, Inc. | Raised | Full Year 2026 Revenue Guidance -- $881 million to $886 million, representing approximately 11% annual growth. | Earnings call |
| 2026-08-07 | PUMP ProPetro Holding Corp. | Cut | full year 2026 capital expenditures incurred to be between $525 million and $595 million, down from the $540 million to $610 million range | Earnings call |
| 2026-08-07 | PTC PTC Inc. | Raised | Full-Year ARR Guidance 9%-9.5% (increased from 7.5%-9.5%); Full-Year Revenue Guidance $2.69B-$2.75B (raised at midpoint); Full-Year Non-GAAP EPS Guidance $7.87-$8.42 (updated); Full-Year Share Repurchase Target $1.625B (increased from $1.225B-$1.325B) | Earnings call |
| 2026-08-07 | PSN Parsons Corporation | Cut | FY 2026 Revenue Guidance $6.2B-$6.5B ($300M reduction at midpoint); FY 2026 Adjusted EBITDA Guidance $500M-$560M (lowered to reflect $118M nonrecurring charges); Operating Cash Flow Guidance $430M-$490M ($40M reduction at midpoint) | Earnings call |
| 2026-08-07 | PRLB Proto Labs, Inc. | Raised | Full Year 2026 Revenue Guidance -- raised to a range of 8% to 10% growth, up from the previous outlook of 6% to 8%. | Earnings call |
| 2026-08-07 | PRG PROG Holdings, Inc. | Raised | Full-Year Revenue Guidance $3.025B-$3.1B (upward revision); Full-Year Adjusted EBITDA Guidance $355M-$375M (raised from $343M-$370M); Full-Year Non-GAAP EPS Guidance $4.75-$5.00 (increased from $4.40-$4.80) | Earnings call |
| 2026-08-07 | PRCH Porch Group, Inc. | Raised | Full-Year 2026 Guidance -- increased to a range of $506 million to $517 million in revenue and $119 million to $125 million in adjusted EBITDA | Earnings call |
| 2026-08-07 | PLXS Plexus Corp. | Raised | Fiscal 2026 Revenue Outlook -- Expected growth of more than 20% | Earnings call |
| 2026-08-07 | PI Impinj, Inc. | Raised | Third quarter revenue expected between $105.5 million and $108.5 million, a quarter-over-quarter increase of 17% at the midpoint; adjusted EBITDA expected between $20.7 million and $22.2 million; non-GAAP net income expected between $18.5 million and $20 million, reflecting non-GAAP fully diluted EPS between $0.59 and $0.63 | Earnings call |
| 2026-08-07 | PEB Pebblebrook Hotel Trust | Raised | same-property RevPAR growth guidance raised to 4.5% to 5.5%, same-property EBITDA growth to 8.2% to 10.5%, Adjusted FFO guidance increased to $1.69 to $1.76 per diluted share | Earnings call |
| 2026-08-07 | PBI Pitney Bowes Inc. | Raised | Adjusted EBIT Guidance $445M-$475M (raised from $425M-$465M); Adjusted EPS Guidance $1.55-$1.70 (raised from $1.50-$1.65); Adjusted Free Cash Flow Guidance $360M-$410M (raised from $345M-$380M); Revenue Guidance $1.80B-$1.86B (reaffirmed) | Earnings call |
| 2026-08-07 | PAX Patria Investments Limited | Raised | Full-Year FRE Guidance $225M-$245M; 2027 FRE Target $260M-$290M | Earnings call |
| 2026-08-07 | OSW OneSpaWorld Holdings Limited | Raised | FY 2026 Revenue Guidance raised to $1.018B-$1.038B; FY 2026 Adjusted EBITDA Guidance increased to $130M-$140M | Earnings call |
| 2026-08-07 | ORLY O'Reilly Automotive, Inc. | Raised | Total Revenue Guidance -- $18.9 billion to $19.2 billion, updated from a previous range of $18.7 billion to $19.0 billion. | Earnings call |
| 2026-08-07 | OKLO Oklo Inc. | Raised | We now expect cash used in operating activities to be in the range of $120 million to $150 million compared with our prior range of $80 million to $100 million. We also now expect cash used for purchases of property, plant and equipment to be in the range of $400 million to $500 million compared with our prior range of $350 million to $450 million. | Earnings call |
| 2026-08-07 | NWPX NWPX Infrastructure, Inc. | Raised | raising our full year free cash flow outlook to $56 million to $65 million, up from the prior range of $50 million to $56 million | Earnings call |
| 2026-08-07 | NWL Newell Brands Inc. | Raised | FY 2026 Sales Guidance -- Net sales growth of 1% to 2% and core sales growth between flat and 1%, representing a raise from previous estimates; FY 2026 EPS Guidance -- Normalized diluted earnings per share of $0.73 to $0.77 | Earnings call |
| 2026-08-07 | NWE NorthWestern Energy Group, Inc. | Raised | FY 2026 Sales Guidance: net sales growth 1%-2%, core sales growth flat to 1%, raised from previous; FY 2026 EPS Guidance: normalized diluted EPS $0.73-$0.77; Q3 2026 Outlook: net and core sales growth 2%-3%, normalized EPS $0.18-$0.20 | Earnings call |
| 2026-08-07 | NGVT Ingevity Corporation | Raised | EBITDA guidance raised to $380M-$400M; EPS guidance raised to $5.00-$5.45; free cash flow guidance raised to $220M-$245M | Earnings call |
| 2026-08-07 | MTZ MasTec, Inc. | Raised | Full Year Revenue Guidance increased to $18.2 billion, Full Year Adjusted EBITDA Guidance now expects $1.6 billion, Full Year Adjusted Diluted EPS Guidance raised to $9.30 | Earnings call |
| 2026-08-07 | MTX Minerals Technologies Inc. | Raised | Full Year Revenue Guidance increased to $18.2B; Full Year Adjusted EBITDA Guidance now $1.6B; Full Year Adjusted Diluted EPS Guidance raised to $9.30; Q3 2026 Guidance: revenue $4.9B, adjusted EBITDA $482M, adjusted diluted EPS $2.98 | Earnings call |
| 2026-08-07 | MSA MSA Safety Incorporated | Raised | Adjusted EPS for the year forecast $47.15-$47.50, growth 10%-11% or 11%-12% excluding currency, increased from previous 8%-10% growth; Q3 2026 adjusted EPS $12-$12.15, growth 8%-9% or 9%-10% excluding currency | Earnings call |
| 2026-08-07 | MMSI Merit Medical Systems, Inc. | Raised | Full-Year 2026 Revenue Guidance updated to $1.631 billion to $1.643 billion, Full-Year 2026 Non-GAAP EPS Guidance increased to $4.25 to $4.35 | Earnings call |
| 2026-08-07 | MGA MAGNA INTERNATIONAL INC | Raised | Full-Year Adjusted EPS Guidance $6.70 to $7.30; Full-Year Free Cash Flow Guidance $1.75 billion to $1.85 billion; Full-Year Equity Income Guidance $190 million to $210 million | Earnings call |
| 2026-08-07 | MATW Matthews International Corporation | Cut | Adjusted EBITDA guidance reduced to $158M-$162M from previous range | Earnings release (8-K Item 2.02) |
| 2026-08-07 | MAS Masco Corporation | Raised | Third Quarter 2026 Revenue Guidance $330M-$355M; Third Quarter 2026 Contribution Guidance $51.5M-$54.5M; Third Quarter 2026 Adjusted EBITDA Guidance $32M-$35M; Full-Year Free Cash Flow Guidance $90M-$100M | Earnings call |
| 2026-08-07 | MAA Mid-America Apartment Communities, Inc. | Raised | Full Year 2026 EPS Guidance raised to $4.40-$4.60 per share from $4.10-$4.30; 2026 Operating Margin Guidance increased to approximately 18% from approximately 17% | Earnings call |
| 2026-08-07 | LTH Life Time Group Holdings, Inc. | Raised | Full-Year Revenue Guidance raised to $3.35B-$3.375B from $3.32B-$3.35B; Adjusted EBITDA Guidance $940M-$955M with midpoint margin target increased to 28.2% | Earnings call |
| 2026-08-07 | LMND Lemonade, Inc. | Raised | Revenue guidance raised to $1.21B-$1.22B; Adjusted EBITDA guidance maintained at $51M-$47M loss | Earnings call |
| 2026-08-07 | LII Lennox International Inc. | Cut | Full-year EPS $23-$24 (from $23.50-$25); HCS revenue growth ~1% (from 4%); BCS revenue growth ~20% (from 16%); free cash flow $750M-$850M | Earnings call |
| 2026-08-07 | JCI Johnson Controls International plc | Raised | For the fourth quarter, we expect organic revenue growth of 9% to 10%, operating leverage of 45% to 50% and adjusted EPS of approximately $1.55. Our strong third quarter results and record backlog gives us the confidence to raise our fiscal 2026 guidance. | Earnings call |
| 2026-08-07 | IR Ingersoll Rand Inc. | Raised | Full year 2026 revenue guidance 4.5% to 6.5% growth, an increase of 200 basis points at the midpoint from previous expectations; full year adjusted EBITDA guidance $2.13 billion to $2.19 billion, maintained; full year adjusted EPS guidance $3.45 to $3.57, with expectations to finish toward higher end | Earnings call |
| 2026-08-07 | INVH Invitation Homes Inc. | Raised | Core FFO guidance raised to $1.92-$1.98 per share, midpoint $1.95; AFFO guidance raised to $1.62-$1.68 per share, midpoint $1.65; Disposition guidance raised to $750M-$950M, midpoint $850M | Earnings call |
| 2026-08-07 | IMO IMPERIAL OIL LTD | Cut | Revised Throughput Guidance -- 370,000 barrels to 380,000 barrels per day for the full year, a 6% reduction from prior guidance; Revised Utilization Guidance -- 85% to 88% for the full year, updated from the previous range of 91% to 93% | Earnings call |
| 2026-08-07 | ILPT Industrial Logistics Properties Trust | Raised | Full Year 2026 FFO Guidance increased to a range of $1.31 to $1.39 per share, a $0.05 increase at the midpoint. Full Year 2026 Adjusted EBITDAre Guidance increased to a range of $348 million to $353 million, a $4 million increase at the midpoint. | Earnings call |
| 2026-08-07 | IEX IDEX Corporation | Raised | Full Year 2026 Organic Growth Guidance -- 5% to 6%, raised from the previous range of 3% to 4%. Full Year 2026 Adjusted Diluted EPS Guidance -- $8.70 to $8.85, an increase from the previous guidance of $8.35 to $8.55. Full Year 2026 Adjusted EBITDA Margin Guidance -- 27% to 27.3%, raised from the previous forecast of 26.5% to 27%. | Earnings call |
| 2026-08-07 | HXL Hexcel Corporation | Raised | Full Year 2026 Revenue Guidance -- Raised to a range of $2.025 billion to $2.125 billion, up from the previous range of $2 billion to $2.1 billion. Full Year 2026 Adjusted EPS Guidance -- Raised to a range of $2.30 to $2.40, compared to the previous forecast of $2.10 to $2.30. | Earnings call |
| 2026-08-07 | HR Healthcare Realty Trust Incorporated | Raised | Normalized FFO guidance $1.62 to $1.66 per share, a $0.02 increase at the midpoint; same store cash NOI growth guidance 4.3% to 5.0%, an increase of 50 basis points at the bottom of the range | Earnings call |
| 2026-08-07 | HNI HNI Corporation | Raised | Full-Year 2026 Guidance -- Non-GAAP EPS growth of 20% to 25% compared to the $3.46 reported in 2025. | Earnings call |
| 2026-08-07 | GKOS Glaukos Corporation | Raised | Full Year 2026 Net Sales Guidance raised to $680 million to $700 million; iDose TR Full Year Revenue Guidance $275 million to $280 million | Earnings call |
| 2026-08-07 | GH Guardant Health, Inc. | Raised | Full year revenue guidance $1.34 billion to $1.36 billion, representing 36% to 38% growth, increased from previous guidance; oncology volume guidance approximately 50% growth for full year, increased from previous 35%; screening revenue guidance $218 million to $230 million, up from $186 million to $198 million; screening volume guidance 270,000 to 285,000 tests, up from 230,000 to 245,000; free c | Earnings call |
| 2026-08-07 | GFL GFL Environmental Inc. | Raised | Revised Full Year Revenue Guidance -- $7.52 billion; Revised Full Year Adjusted EBITDA Guidance -- $2.29 billion; Revised Full Year Adjusted Free Cash Flow Guidance -- $900 million | Earnings call |
| 2026-08-07 | GD General Dynamics Corporation | Raised | Full-year EPS guidance raised to $16.80 to $16.90 from previous $16.45 to $16.55; full-year revenue guidance approximately $55.7 billion, up from prior expectations | Earnings call |
| 2026-08-07 | FVRR Fiverr International Ltd. | Cut | For the third quarter of 2026, revenue is expected to be between $80 million and $88 million representing year-over-year growth of negative 26% to negative 18%. And adjusted EBITDA between $8 million and $12 million representing an adjusted EBITDA margin of 11.9% at the midpoint. For the full-year 2026, we now expect revenue to be in the range of $356 million to $372 million representing a year-ov | Earnings call |
| 2026-08-07 | FTV Fortive Corporation | Raised | Full-Year 2026 Adjusted EPS Guidance -- Raised to a range of $2.95 to $3.05. Full-Year 2026 Core Revenue Growth Guidance -- Increased to approximately 4% from the previous range of 2% to 3%. | Earnings call |
| 2026-08-07 | FTRE Fortrea Holdings Inc. | Raised | Full-Year Revenue Guidance increased to $2.62 billion to $2.69 billion; Full-Year Adjusted EBITDA Guidance increased to $205 million to $220 million | Earnings call |
| 2026-08-07 | FTNT Fortinet, Inc. | Raised | Full year billings $9.35 billion to $9.55 billion; Revenue $8.02 billion to $8.18 billion; Service revenue $5.18 billion to $5.22 billion; Non-GAAP EPS $3.41 to $3.47 | Earnings call |
| 2026-08-07 | FPI Farmland Partners Inc. | Raised | 2026 AFFO Guidance -- $13.5 million to $15.3 million ($0.31 to $0.35 per share), with management raising the low end of the range from $0.30 per share. | Earnings call |
| 2026-08-07 | FLGT Fulgent Genetics, Inc. | Cut | Full-Year Revenue Guidance revised downward to $330 million to $340 million; Full-Year Non-GAAP EPS Guidance a loss of $2.22 to $2.35 per share | Earnings call |
| 2026-08-07 | FLEX Flex Ltd. | Raised | Fiscal Year 2027 Revenue Guidance $33.7 billion to $35.2 billion, Fiscal Year 2027 Adjusted EPS Guidance $4.42 to $4.74 | Earnings call |
| 2026-08-07 | FICO Fair Isaac Corporation | Raised | Fiscal 2026 revenue guidance raised to $2.53 billion; Fiscal 2026 non-GAAP EPS guidance increased to $42.43 | Earnings call |
| 2026-08-07 | EXPO Exponent, Inc. | Raised | Full year net revenues growth 9% to 10%; EBITDA 27.8% to 28.1% of net revenues | Earnings call |
| 2026-08-07 | ETN Eaton Corporation plc | Raised | Fiscal 2026 organic growth 11%-13%, adjusted EPS $13.40-$13.60 | Earnings call |
| 2026-08-07 | ESS Essex Property Trust, Inc. | Raised | Same-Property NOI Guidance -- Midpoint increased 70 basis points to 2.8%. Expense Guidance -- Midpoint for same-property operating expense growth lowered 25 basis points to 2.8%. | Earnings call |
| 2026-08-07 | EQIX Equinix, Inc. | Raised | 2026 Revenue Guidance raised to $10.2 billion to $10.3 billion, 2026 AFFO per Share Guidance increased to $42.69 to $43.29 | Earnings call |
| 2026-08-07 | EPR EPR Properties | Raised | 2026 Investment Guidance -- $600 million to $700 million, increased from the previous range of $500 million to $600 million. 2026 FFOAA Per Diluted Share Guidance -- $5.41 to $5.57. | Earnings call |
| 2026-08-07 | EMN Eastman Chemical Company | Cut | Q3 2026 adjusted EPS expected to approach Q2 level of $1.97; operating cash flow approaching $900M (revised downward) | Earnings call |
| 2026-08-07 | EDU New Oriental Education & Technology Group Inc. | Raised | FY2027 Revenue Guidance -- $6,453.9 million to $6,680.3 million, projecting annual growth in the range of 14% to 18% | Earnings call |
| 2026-08-07 | CUBE CubeSmart | Raised | Full Year Same-Store Revenue Guidance increased to 0.5% to 1.25%; Full Year Same-Store Expense Guidance revised to 3.25% to 4.5% | Earnings call |
| 2026-08-07 | CTVA Corteva, Inc. | Raised | FY 2026 Operating EBITDA Guidance raised to $4.1 billion to $4.3 billion; FY 2026 Operating EPS Guidance $3.60 to $3.80 | Earnings call |
| 2026-08-07 | CTSH Cognizant Technology Solutions Corporation | Raised | Full-Year Revenue Guidance $22.04 billion to $22.35 billion; Full-Year Adjusted EPS Guidance raised to $5.70 to $5.82 | Earnings call |
| 2026-08-07 | CSTM Constellium SE | Raised | Full Year 2026 Adjusted EBITDA Guidance raised to $980 million to $1,020 million, Full Year 2026 Free Cash Flow Guidance raised to in excess of $300 million | Earnings call |
| 2026-08-07 | CSTL Castle Biosciences, Inc. | Raised | 2026 Revenue Guidance raised to $365 million to $375 million from $345 million to $355 million | Earnings call |
| 2026-08-07 | CSL Carlisle Companies Incorporated | Cut | Mid-single-digit revenue growth for 2026; flat adjusted EBITDA margin for 2026 (50 bps reduction from previous) | Earnings call |
| 2026-08-07 | CROX Crocs, Inc. | Raised | FY 2026 Enterprise Revenue Guidance raised to growth of 1% to 2%, FY 2026 Adjusted Diluted EPS Guidance raised to $13.70 to $14.00 | Earnings call |
| 2026-08-07 | CRI Carter's, Inc. | Cut | FY 2026 Net Sales Guidance: 2% to 3% growth (revised from low to mid-single digits); FY 2026 Adjusted EPS Guidance: down high single digit to low double digits; FY 2026 Operating Cash Flow Guidance: $230M to $240M; Q3 2026 Net Sales Guidance: approximately $750M; Q3 2026 Adjusted EPS Guidance: approximately $0.85 | Earnings call |
| 2026-08-07 | COUR Coursera, Inc. | Raised | FY 2026 Revenue Guidance increased to $1.220 billion to $1.245 billion from previous outlook | Earnings call |
| 2026-08-07 | CNO CNO Financial Group, Inc. | Raised | Full-Year EPS Guidance raised to $4.60 to $4.80 (8% increase at midpoint from prior 2026 guidance); Expense Ratio Guidance narrowed to 18.8% to 19.0% | Earnings call |
| 2026-08-07 | CMPR Cimpress plc | Raised | Fiscal 2028 Adjusted EBITDA Target raised to at least $615 million from $600 million | Earnings call |
| 2026-08-07 | CLH Clean Harbors, Inc. | Raised | 2026 adjusted EBITDA $1.35B-$1.41B, adjusted free cash flow $520M-$580M | Earnings call |
| 2026-08-07 | CHEF The Chefs' Warehouse, Inc. | Raised | Fiscal 2026 Net Sales Guidance raised to $4.5 billion to $4.6 billion; Fiscal 2026 Adjusted EBITDA Guidance raised to $305 million to $315 million | Earnings call |
| 2026-08-07 | CHD Church & Dwight Co., Inc. | Raised | Full Year Organic Sales Guidance: 4% to 5% growth (raised from 3% to 4%); Full Year Adjusted EPS Guidance: 6% to 8% growth (raised from 5% to 8%); Full Year Cash From Operations Guidance: $1,175M (raised from $1,150M); Full Year Adjusted Gross Margin Guidance: 100 to 120 bps expansion; Q3 2026 Outlook: approximately 3% organic sales growth and $0.89 adjusted EPS | Earnings call |
| 2026-08-07 | CBRE CBRE Group, Inc. | Raised | 2026 Core EPS Guidance raised to $7.80 to $7.90 from $7.60 to $7.80 | Earnings call |
| 2026-08-07 | CBOE Cboe Global Markets, Inc. | Raised | Total Organic Net Revenue Guidance raised to mid-to-high teens growth for 2026 from low double-digits to mid-teens; Data Vantage Organic Net Revenue Guidance raised to low teens growth from low double-digit | Earnings call |
| 2026-08-07 | CBL CBL & Associates Properties, Inc. | Raised | Full-year FFO and same-center NOI guidance raised and tightened | Earnings release (8-K Item 2.02) |
| 2026-08-07 | BTSG BrightSpring Health Services, Inc. | Raised | FY 2026 Revenue Guidance $15.1 billion to $15.425 billion; FY 2026 Adjusted EBITDA Guidance $820 million to $845 million | Earnings call |
| 2026-08-07 | BSX Boston Scientific Corporation | Cut | FY2026 Organic Revenue Guidance: 5% to 6% (updated from previous target); FY2026 Adjusted EPS Guidance: $3.28 to $3.32; Q3 2026 Guidance: 3% to 5% organic revenue growth and adjusted EPS of $0.80 to $0.82 | Earnings call |
| 2026-08-07 | BOOT Boot Barn Holdings, Inc. | Raised | FY 2027 Sales Guidance $2.58 billion to $2.625 billion; FY 2027 EPS Guidance $8.80 to $9.23 | Earnings call |
| 2026-08-07 | BLCO Bausch & Lomb Corp | Raised | Revenue Guidance -- $5.440 billion to $5.540 billion for the full year, representing an increase of $20 million from previous projections; Adjusted EBITDA Guidance -- $1.025 billion to $1.075 billion, raised from previous estimates | Earnings call |
| 2026-08-07 | BIIB Biogen Inc. | Raised | Full-Year Revenue Guidance expected to increase by a mid-single-digit percentage, revised upward from a previously projected mid-single-digit percentage decrease; Full-Year Non-GAAP EPS Guidance $12.00 to $13.00 | Earnings call |
| 2026-08-07 | BHE Benchmark Electronics, Inc. | Raised | Full year 2026 revenue $3B; Q3 2026 revenue $755M-$795M, non-GAAP EPS $0.76-$0.82 | Earnings call |
| 2026-08-07 | BHC Bausch Health Companies Inc. | Raised | Full-Year Revenue Guidance (Excluding Bausch + Lomb) raised by $100 million at the midpoint to $5.35 billion to $5.50 billion; Full-Year Adjusted EBITDA Guidance (Excluding Bausch + Lomb) raised by $150 million at the midpoint to $3.025 billion to $3.100 billion; Full-Year Adjusted Cash Flow Guidance (Excluding Bausch + Lomb) raised by $200 million at the midpoint to $1.4 billion to $1.475 billion | Earnings call |
| 2026-08-07 | BG Bunge Global SA | Raised | Full year 2026 adjusted EPS guidance increased to $9.25 to $9.75 per share from previous $9.00 to $9.50 | Earnings call |
| 2026-08-07 | BAND Bandwidth Inc. | Raised | Full Year Revenue Guidance raised to $900 million to $910 million from $880 million to $900 million; Full Year Adjusted EBITDA Guidance $123 million to $125 million | Earnings call |
| 2026-08-07 | AXGN Axogen, Inc. | Raised | Full year 2026 revenue growth of at least 24% or revenue of at least $279 million; Full year 2026 gross margin now expected to be at least 73% | Earnings call |
| 2026-08-07 | AVTR Avantor, Inc. | Raised | Full-Year Organic Revenue Guidance raised to negative 0.5% to positive 0.5% from negative 2.5% to negative 0.5%; Full-Year Adjusted EPS Guidance increased to $0.80 to $0.83 | Earnings call |
| 2026-08-07 | AUR Aurora Innovation, Inc. | Raised | Full Year Revenue Guidance: $14M to $16M (approximately 400% growth at midpoint) | Earnings call |
| 2026-08-07 | ARM Arm Holdings plc | Raised | Q2 Revenue Guidance $1.38 billion plus or minus $50 million, Q2 Licensing Guidance expected to increase approximately 30% year over year | Earnings call |
| 2026-08-07 | AR Antero Resources Corporation | Raised | Production guidance increased to 4.15 to 4.2 Bcfe/d for full year 2026; cash production expense guidance reduced to $2.20 to $2.30 per Mcfe | Earnings call |
| 2026-08-07 | APH Amphenol Corporation | Raised | CommScope Sales Guidance: $4.6B for full year 2026 (raised from $4.1B); CommScope Accretion Guidance: $0.30 for full year 2026 (raised from $0.15); Third Quarter Sales Guidance: $9.3B to $9.4B; Third Quarter Adjusted EPS Guidance: $1.40 to $1.42 | Earnings call |
| 2026-08-07 | ANIK Anika Therapeutics, Inc. | Raised | Total company revenue guidance now includes increased growth of 5% to 10%, from 1% to 9% previously. Additionally, we are raising our adjusted EBITDA margin guidance to 13% to 17%, compared to our prior expectation of 5% to 10% | Earnings call |
| 2026-08-07 | AMH American Homes 4 Rent | Raised | Full-year 2026 Core FFO per share guidance raised midpoint by $0.03 to $1.95; Same-Home Core NOI growth expectation increased by 40 bps to 2.4%; Same-Home core expense growth expectation lowered by 75 bps to 2% | Earnings call |
| 2026-08-07 | ALRS Alerus Financial Corporation | Raised | Full-Year Margin Guidance -- 3.7% to 3.8% reported net interest margin for 2026, an improvement based on core margin stability | Earnings call |
| 2026-08-07 | ALKT Alkami Technology, Inc. | Raised | Full-Year 2026 Revenue Guidance -- $528 million to $531 million, indicating growth of 19% to 19.7%. Full-Year 2026 Adjusted EBITDA Guidance -- $96 million to $98 million | Earnings call |
| 2026-08-07 | ALGN Align Technology, Inc. | Raised | Full Year Revenue Guidance -- 3% to 4% growth | Earnings call |
| 2026-08-07 | ADP Automatic Data Processing, Inc. | Raised | Consolidated Revenue Guidance: 5% to 6% growth for fiscal 2027; Adjusted Diluted EPS Guidance: 9% to 11% growth for fiscal 2027; Adjusted EBIT Margin Guidance: 70 to 90 bps expansion for fiscal 2027; ES New Business Bookings Guidance: 4% to 7% growth for fiscal 2027; ES Client Retention Guidance: decline 10 to 30 bps from 92.1%; Client Funds Interest Revenue Guidance: $1.54B to $1.56B for fiscal 2 | Earnings call |
| 2026-08-07 | AD ARRAY DIGITAL INFRASTRUCTURE, INC. | Raised | Revenue guidance narrowed to $205-$215M; Adjusted EBITDA raised to $220-$235M | Earnings release (8-K) |
| 2026-08-07 | ACCO ACCO Brands Corporation | Raised | Full-Year Net Sales Outlook -- growth of 2% to 5%, an increase from the previous guidance range of flat to 3%. Full-Year Adjusted EPS Guidance -- $0.87 to $0.91, raised from the prior range of $0.84 to $0.89 | Earnings call |
| 2026-08-06 | UE Urban Edge Properties | Raised | Full-year 2026 FFO as Adjusted guidance raised by $0.02 per share | Earnings release (8-K) |
| 2026-08-06 | TIGO Millicom International Cellular S.A. | Raised | Full-year eFCF guidance raised to around $1.1B; Leverage target below 2.5x | Earnings call |
| 2026-08-06 | STLN Starling Oncology, Inc. | Raised | Revenue guidance raised by $20M at midpoint; gross profit guidance raised by $5.5M at midpoint; Adjusted EBITDA guidance raised by $0M at midpoint (range narrowed). | Earnings release (8-K) |
| 2026-08-06 | SKIN SkinHealth Systems Inc. | Cut | FY2026 net sales guidance reduced to $280-290M from prior range | Earnings release (8-K) |
| 2026-08-06 | SI SHOULDER INNOVATIONS, INC. | Raised | FY2026 revenue guidance raised to $67-69M from $65-68M | Earnings release (8-K) |
| 2026-08-06 | SEZL Sezzle Inc. | Raised | Revenue growth 35%; Adj. Net Income $185M; Adj. EPS $5.25 | Earnings release (8-K Item 2.02) |
| 2026-08-06 | SENS Senseonics Holdings, Inc. | Raised | Revenue guidance raised to $62-66M from $60-64M; gross margin guidance raised to 58-61% from 55-58% | Earnings release (8-K) |
| 2026-08-06 | RXO RXO, Inc. | Raised | Q3 2026 adjusted EBITDA guidance $35M-$45M; expects Brokerage volume growth low-to-mid-single-digit YoY; truckload gross profit per load to increase sequentially | Earnings release (8-K) |
| 2026-08-06 | PZZA Papa John's International, Inc. | Cut | Updated fiscal 2026 outlook | Earnings release (8-K Item 2.02) |
| 2026-08-06 | PRDO Perdoceo Education Corporation | Raised | Q3 and FY2026 outlook provided | Earnings release (8-K) |
| 2026-08-06 | PK Park Hotels & Resorts Inc. | Raised | July Comparable RevPAR projected +8.5% YoY; Q3 Group Revenue Pace +15% | Earnings release (8-K) |
| 2026-08-06 | OSCR Oscar Health, Inc. | Raised | Full year earnings from operations guidance raised to $500M-$700M; Revenue $18.7B-$19B; MLR 81.5%-82.5%; SG&A ratio 15.6%-16.1% | Earnings call |
| 2026-08-06 | ONTO Onto Innovation Inc. | Raised | Q3 revenue guidance $380M-$400M vs Q2 $343M | Earnings release (8-K) |
| 2026-08-06 | NVMI NOVA LTD. | Raised | Q3 revenue guidance $277M-$287M vs Q2 actual $255M | Earnings release (6-K) |
| 2026-08-06 | NVAX Novavax, Inc. | Raised | Revenue framework raised to $235M-$275M; combined R&D and SG&A expense guidance improved by $10M at midpoint | Earnings release (8-K) |
| 2026-08-06 | NET Cloudflare, Inc. | Raised | Q3 FY2026 revenue $736-737M; FY2026 revenue raised to $2,785-2,795M | Earnings release (8-K Item 2.02) |
| 2026-08-06 | MITK Mitek Systems, Inc. | Raised | Revenue guidance raised to $195-$200M; adjusted EBITDA margin raised to 32%-34% | Earnings release (8-K) |
| 2026-08-06 | LFST LifeStance Health Group, Inc. | Raised | Full year revenue guidance raised to $1.685B-$1.725B; Adjusted EBITDA $215M-$235M | Earnings call |
| 2026-08-06 | KNTK Kinetik Holdings Inc. | Raised | Adjusted EBITDA guidance raised to $1.04B-$1.1B from original; midpoint 7% increase | Earnings release (8-K Item 2.02) |
| 2026-08-06 | KELYB KELLY SERVICES INC | Raised | Revenue outlook raised to low-to-mid-single digit decline from prior; adjusted EBITDA margin affirmed for modest YoY growth. | Earnings release (8-K) |
| 2026-08-06 | KELYA Kelly Services, Inc. | Raised | Revenue outlook improved to low-to-mid-single digit decline from prior; adjusted EBITDA margin affirmed for modest year-over-year growth | Earnings release (8-K Item 2.02) |
| 2026-08-06 | IX ORIX CORP | Raised | Dividend forecast raised to ¥187.36/share | Earnings release (6-K) |
| 2026-08-06 | HASI HA Sustainable Infrastructure Capital, Inc. | Raised | Adjusted EPS raised from $3.50-$3.60 to $3.55-$3.65 | Earnings release (8-K Item 2.02) |
| 2026-08-06 | GMED Globus Medical, Inc. | Raised | Non-GAAP diluted EPS raised to $4.95-$5.05 from $4.70-$4.80; revenue reaffirmed $3.18B-$3.22B | Earnings release (8-K Item 2.02) |
| 2026-08-06 | G Genpact Limited | Raised | FY adjusted diluted EPS growth at least 12% (from prior); ATS revenue growth at least 25% (from prior) | Earnings release (8-K Item 2.02) |
| 2026-08-06 | FVR FrontView REIT, Inc. | Raised | AFFO per share raised to $1.32-$1.34 from $1.29-$1.33; net investment raised to ~$120M from ~$110M | Earnings release (8-K) |
| 2026-08-06 | FIVN Five9, Inc. | Raised | FY2026 revenue $1.260-$1.272B, non-GAAP EPS $3.22-$3.30 | Earnings release (8-K Item 2.02) |
| 2026-08-06 | ESTA Establishment Labs Holdings Inc. | Raised | Raised from $266.5-$268.5M to $269-$271M | Earnings release (8-K Item 2.02) |
| 2026-08-06 | DNLI Denali Therapeutics Inc. | Raised | Q3 AVLAYAH revenue guidance $10-12M vs Q2 actual $3.6M | Earnings release (8-K Item 2.02) |
| 2026-08-06 | DCTH DELCATH SYSTEMS, INC. | Raised | Total HEPZATO KIT and CHEMOSAT revenue $104M-$108M (from prior range not specified, but implies increase) | Earnings release (8-K) |
| 2026-08-06 | CVSA Covista Inc. | Raised | FY2027 revenue $2,050M-$2,090M (5-7% growth); adjusted EPS $8.90-$9.15 (8-11% growth) | Earnings release (8-K Item 2.02) |
| 2026-08-06 | CSQR Csquare, Inc. | Raised | FY26 revenue $1,130-1,170M; Adjusted EBITDA $460-480M; Recurring Capex $55-65M; Non-Recurring Growth Capex $610-660M | Earnings release (8-K Item 2.02) |
| 2026-08-06 | CNR Core Natural Resources, Inc. | Raised | Expect to showcase full cash-generating potential and accelerate capital returns | Earnings release (8-K Item 2.02) |
| 2026-08-06 | CARG CarGurus, Inc. | Raised | Q3 revenue $253.5-258.5M; FY revenue growth 10-13% | Earnings release (8-K Item 2.02) |
| 2026-08-06 | BMRN BioMarin Pharmaceutical Inc. | Raised | Full-year 2026 total revenue, VOXZOGO revenue, and non-GAAP diluted EPS guidance raised | Earnings release (8-K Item 2.02) |
| 2026-08-06 | BKV BKV Corporation | Raised | Upstream production guidance increased to 950 MMcf/d midpoint; Strategic power capital guidance increased to $400M-$475M | Earnings call |
| 2026-08-06 | ASPN Aspen Aerogels, Inc. | Raised | Q3 2026 revenue guidance $65-80M (midpoint $72.5M) vs Q2 actual $49.8M; European Thermal Barrier 2026 revenue raised to $20-30M | Earnings release (8-K Item 2.02) |
| 2026-08-06 | AAOI Applied Optoelectronics, Inc. | Raised | Q3 2026 revenue guidance $255M-$290M vs Q2 actual $191.9M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | ZIP ZipRecruiter, Inc. | Raised | Q3 guidance calls for continued revenue growth and margin expansion | Earnings release (8-K Item 2.02) |
| 2026-08-05 | WDC Western Digital Corporation | Raised | Q1FY27 revenue $4.1B (+42-49% YoY), non-GAAP gross margin 55-56%, non-GAAP EPS $4.00 | Earnings release (8-K) |
| 2026-08-05 | VIAV Viavi Solutions Inc. | Raised | Q1 FY2027 revenue guidance $450-460M; Non-GAAP EPS $0.40-0.42 | Earnings release (8-K) |
| 2026-08-05 | TLN Talen Energy Corporation | Raised | 2026 Adjusted EBITDA raised to $2,025-2,225M; Adjusted FCF to $1,200-1,350M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | TKNO Alpha Teknova, Inc. | Raised | Revenue guidance raised to $45-47M; Free Cash Outflow guidance improved to <$8M | Earnings release (8-K) |
| 2026-08-05 | TDUP ThredUp Inc. | Cut | Q3 revenue $87-89M (7% YoY midpoint), Q4 $85-87M (8% YoY midpoint), FY $344.4-348.4M (11% YoY midpoint) | Earnings release (8-K Item 2.02) |
| 2026-08-05 | SM SM Energy Company | Raised | Second-half 2026 production guidance raised to 435-440 MBoe/d; full-year capex maintained at $2.65-$2.85B; G&A guidance lowered by $50M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | SBGI Sinclair, Inc. | Raised | Adjusted EBITDA guidance raised from $700-740M to $730-760M; political revenue guidance raised 13% to at least $375M | Earnings release (8-K) |
| 2026-08-05 | RUN Sunrun Inc. | Cut | Cash Generation guidance cut from $250M-$450M to $200M-$375M; Aggregate Subscriber Value guidance cut from $4.8B-$5.2B to $4.6B-$4.9B | Earnings release (8-K) |
| 2026-08-05 | POWI Power Integrations, Inc. | Raised | Q3 2026 revenue guidance $122M-$130M vs Q2 $118.9M | Earnings release (8-K) |
| 2026-08-05 | PNTG The Pennant Group, Inc. | Raised | Revenue guidance raised to $1,171.1M-$1,190.1M; adjusted EPS to $1.34-$1.41; adjusted EBITDA to $94.4M-$98.0M | Earnings release (8-K) |
| 2026-08-05 | PKOH PARK OHIO HOLDINGS CORP | Raised | Net sales $1.70B-$1.73B, adj. EPS $3.10-$3.30 | Earnings release (8-K) |
| 2026-08-05 | PAYS Paysign, Inc. | Raised | Revenue guidance raised by ~$5.5M (5%) at midpoint; Adj. EBITDA raised by ~$3M (9%) at midpoint | Earnings release (8-K) |
| 2026-08-05 | ONT Onterris, Inc. | Cut | Revenue guidance cut by ~$100M (12%) at midpoint; Adj. EBITDA guidance cut by ~$9M (7%) at midpoint | Earnings release (8-K) |
| 2026-08-05 | MGNI Magnite, Inc. | Raised | Contribution ex-TAC growth 13-14% (from at least 11%); Adjusted EBITDA growth >20% (from mid-teens); margin at least 37% (from 35.5%); FCF growth high 40% range (from mid 30%) | Earnings release (8-K) |
| 2026-08-05 | MCK McKesson Corporation | Raised | Adjusted EPS guidance raised to $44.20-$45.00 from $43.80-$44.60 | Earnings release (8-K Item 2.02) |
| 2026-08-05 | LAB Standard BioTools Inc. | Cut | Full-year 2026 revenue outlook withdrawn | Earnings release (8-K) |
| 2026-08-05 | III Information Services Group Inc. | Raised | Q3 2026 revenue $63.5-64.5M; adjusted EBITDA $8.5-9.5M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | HGTY Hagerty, Inc. | Raised | Written Premium growth 16-17% (from prior), Net Income $18-30M, Adjusted EBITDA $270-280M | Earnings release (8-K) |
| 2026-08-05 | ETSY Etsy, Inc. | Raised | Improved outlook for 2026 | Earnings release (8-K Item 2.02) |
| 2026-08-05 | EOLS Evolus, Inc. | Raised | Net revenue guidance raised to $330-337M from prior; adjusted gross profit margin guidance raised to 67.0-67.5%. | Earnings release (8-K Item 2.02) |
| 2026-08-05 | ECPG Encore Capital Group, Inc. | Raised | Full-year 2026 collections guidance raised to $2.80-$2.85B (8-10% YoY); EPS raised to $13.00-$14.00 | Earnings release (8-K Item 2.02) |
| 2026-08-05 | DLX Deluxe Corporation | Raised | Revenue $2.095-$2.12B; Adjusted EBITDA $455-$475M; Adjusted EPS $3.60-$4.00; FCF ~$200M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | CRTO Criteo S.A. | Cut | Updated outlook reflects a more conservative view of business trends | Earnings release (8-K) |
| 2026-08-05 | CLFD Clearfield, Inc. | Cut | FY26 net sales guidance reduced to $151-155M; Q4 net sales $38-42M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | CENTA Central Garden & Pet Company | Raised | FY2026 non-GAAP diluted EPS raised from $2.70+ to $2.85+; capex ~$50M. | Earnings release (8-K Item 2.02) |
| 2026-08-05 | CENT Central Garden & Pet Company | Raised | FY2026 non-GAAP diluted EPS raised from $2.70+ to $2.85+; capex ~$50M. | Earnings release (8-K Item 2.02) |
| 2026-08-05 | CARL CARLSMED, INC. | Raised | Raised to $74-78M from $72-77M | Earnings release (8-K Item 2.02) |
| 2026-08-05 | CAI Caris Life Sciences, Inc. | Raised | FY26 revenue guidance raised to $1.03-$1.04B from prior range | Earnings release (8-K Item 2.02) |
| 2026-08-05 | AXON Axon Enterprise, Inc. | Raised | FY revenue growth raised to 32%-34% from 30%-32% | Earnings release (8-K Item 2.02) |
| 2026-08-05 | APP AppLovin Corporation | Raised | Q3 revenue $2,055-$2,085M, Adj EBITDA $1,710-$1,740M (83% margin) | Earnings release (8-K Item 2.02) |
| 2026-08-04 | VGNT Versigent PLC | Raised | Net sales guidance raised from $9.1-9.4B to $9.4-9.6B | Earnings release (8-K Item 2.02) |
| 2026-08-04 | TPB Turning Point Brands, Inc. | Raised | FY2026 Modern Oral gross sales guidance raised from $280-300M to $330-350M; net sales from $210-225M to $260-270M | Earnings release (8-K Item 2.02) |
| 2026-08-04 | SKYD Skydance Corp | Raised | FY26 adjusted EBITDA raised to $3.8-3.9B from prior; Q3 2026 adjusted EBITDA $875-975M; FY26 revenue ~$30B; free cash flow conversion at least 10% | Earnings release (8-K Item 2.02) |
| 2026-08-04 | SGHC Super Group (SGHC) Limited | Raised | FY2026 Total Revenue >$2.6B (from >$2.55B); Adjusted EBITDA >$710M (from >$680M). | Earnings release (6-K) |
| 2026-08-04 | Q Qnity Electronics, Inc. | Raised | Net Sales $5.55B-$5.65B (prior not given but raised vs prior); Adjusted EBITDA $1.675B-$1.725B; Adjusted EPS $4.40-$4.60; Adjusted FCF $600M-$700M | Earnings release (8-K) |
| 2026-08-04 | OPLN OPENLANE, Inc. | Raised | Adj. EBITDA guidance raised by ~$17.5M (5%) at midpoint; net income raised by ~$14M (9%) at midpoint | Earnings release (8-K) |
| 2026-08-04 | NXH NEIGHBORHOOD INTELLIGENCE, INC. | Raised | Expects continued revenue growth; >$50M annualized cost removal over 12 months | Earnings release (8-K Item 2.02) |
| 2026-08-04 | NVT nVent Electric plc | Raised | reported sales growth 37% to 39%, organic sales growth 32% to 34%, adjusted EPS $5.00 to $5.10 | Earnings call |
| 2026-08-04 | LIME Neutron Holdings, Inc. | Raised | Q3 2026 revenue $340-360M, Adj. EBITDA $120-130M; FY 2026 revenue $1.04-1.10B, Adj. EBITDA $265-285M, capex ~$180-185M | Earnings release (8-K Item 2.02) |
| 2026-08-04 | LDOS Leidos Holdings, Inc. | Raised | Revenue $17.5B-$17.9B, Non-GAAP EPS $12.05-$12.45, Operating Cash Flow ~$1.75B | Earnings call |
| 2026-08-04 | KNF Knife River Corporation | Raised | Revenue guidance raised to $3.4B-$3.6B; aggregates volumes expected high-single digits increase. | Earnings release (8-K Item 2.02) |
| 2026-08-04 | IPI Intrepid Potash, Inc. | Raised | Potash production guidance raised to 290-300 thousand tons; Trio to 295-305 thousand tons | Earnings release (8-K Item 2.02) |
| 2026-08-04 | GPK Graphic Packaging Holding Company | Cut | Adjusted EBITDA at low end of $1.05B-$1.25B; Adjusted EPS lowered to $0.65-$0.90; Adjusted Cash Flow $600M-$700M | Earnings release (8-K Item 2.02) |
| 2026-08-04 | EGHT 8x8, Inc. | Raised | Exceeded guidance for revenue, non-GAAP operating margin and operating cash flow | Earnings release (8-K Item 2.02) |
| 2026-08-04 | CTRI Centuri Holdings, Inc. | Raised | Full year 2026 guidance raised; second half Base Gross Profit Margin ~9.0% | Earnings release (8-K Item 2.02) |
| 2026-08-04 | CERT Certara, Inc. | Cut | Revenue $367M-$382M, Adj EBITDA margin 29%-31%, Adj EPS $0.31-$0.36 | Earnings call |
| 2026-08-04 | BKNG Booking Holdings Inc. | Raised | Q3: room nights +3-5%, gross bookings +4-6%, revenue +4-6%, adj. EBITDA +4-6% YoY; FY2026: high single-digit gross bookings and revenue growth, mid-to-high single-digit adj. EBITDA growth, low-to-mid | Earnings release (8-K Item 2.02) |
| 2026-08-04 | AUDC AUDIOCODES LTD | Raised | We are now raising our revenue guidance to a range of $251 million to $256 million compared to the previous range of $247 million to $255 million. | Earnings call |
| 2026-08-04 | ASPI ASP Isotopes Inc. | Raised | PET Labs FY2026 revenue guidance raised to ~$14M from $6M in FY2025; helium revenue guidance ~$27M annualized; 2031 EBITDA target >$300M reaffirmed | Earnings release (8-K Item 2.02) |
| 2026-08-04 | AMD Advanced Micro Devices, Inc. | Raised | Q3 2026 revenue guidance above consensus | Earnings release (8-K Item 2.02) |
| 2026-08-04 | AGNT AGNT, Inc | Raised | Full-year revenue $4.85-5.15B; Adj. EBITDA $50-60M; Q3 revenue $1.35-1.45B; Adj. EBITDA $17-22M | Earnings release (8-K Item 2.02) |
| 2026-08-03 | UCTT Ultra Clean Holdings, Inc. | Raised | Q3 revenue guidance $700-$750M; non-GAAP EPS $0.83-$1.03 | Earnings release (8-K Item 2.02) |
| 2026-08-03 | TEX Terex Corporation | Raised | Updated full-year outlook based on strong Q2 performance and backlog coverage | Earnings release (8-K) |
| 2026-08-03 | SUPN Supernus Pharmaceuticals, Inc. | Raised | Full year 2026 financial guidance raised | Earnings release (8-K) |
| 2026-08-03 | MATX Matson, Inc. | Raised | Full year 2026 consolidated operating income expected higher than 2025; Q3 ocean operating income +45% YoY. | Earnings release (8-K Item 2.02) |
| 2026-08-03 | LIN Linde plc | Raised | Q3 EPS $4.45-$4.55, FY EPS $17.70-$17.90 | Earnings call |
| 2026-08-03 | LEA Lear Corporation | Raised | revenue ~$23.8B, core operating earnings ~$1.14B, FCF ~$640M | Earnings call |
| 2026-08-03 | INDV Indivior Pharmaceuticals, Inc. | Raised | Net revenue raised by $80M at midpoint; SUBLOCADE revenue raised by $60M; adjusted EBITDA raised by $80M | Earnings release (8-K Item 2.02) |
| 2026-08-03 | FRT Federal Realty Investment Trust | Raised | Full Year Core FFO Guidance raised to $7.48 to $7.56 per share | Earnings call |
| 2026-08-03 | AHRT AH REALTY TRUST INC | Raised | Raised full-year 2026 FFO, As Adjusted guidance by 6% to $0.53-$0.57 per diluted share | Earnings release (8-K Item 2.02) |
| 2026-08-03 | ABBV AbbVie Inc. | Raised | revenue ~$67.6B, EPS $13.87-$14.07 | Earnings call |
Questions
- Which companies changed their guidance in the week of aug 3, 2026?
- Uniti Group Inc. (UNIT), Global Payments Inc. (GPN), Weyerhaeuser Company (WY), Woodward, Inc. (WWD), Wabash National Corporation (WNC), Wingstop Inc. (WING), Waystar Holding Corp. (WAY), Ventas, Inc. (VTR) and 223 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.