Companies That Raised or Cut Guidance, Week of Aug 10, 2026
In the week of Aug 10, 2026 to Aug 16, 2026, 345 companies raised guidance and 74 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Aug 10, 2026 – Aug 16, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-08-14 | WEN The Wendy's Company | Cut | Adjusted EBITDA was $124.1 million, which was down $22.5 million versus the prior year | Earnings call |
| 2026-08-14 | TMCI Treace Medical Concepts, Inc. | Raised | Full-Year 2026 Revenue Guidance $204 million to $212 million (raised from $202 million to $212 million); Full-Year 2026 Adjusted EBITDA Guidance loss of $3 million to $5 million (improved from $4 million to $6 million) | Earnings call |
| 2026-08-14 | TILE Interface, Inc. | Raised | Full Year 2026 Revenue Guidance raised to $1.455B-$1.485B from $1.450B-$1.480B | Earnings call |
| 2026-08-14 | TDS Telephone and Data Systems, Inc. | Cut | Revised to $1 billion to $1.025 billion, down from the previous range of $1.015 billion to $1.055 billion | Earnings call |
| 2026-08-14 | STRZ Starz Entertainment Corp. | Raised | Adjusted OIBDA guidance raised to mid-single digits for 2026; Unlevered FCF guidance raised to mid-to-upper end of $80M-$120M range for 2026 | Earnings call |
| 2026-08-14 | SPB Spectrum Brands Holdings, Inc. | Cut | updated expectation for full year adjusted EBITDA to grow mid-single digits | Earnings call |
| 2026-08-14 | SLVM Sylvamo Corporation | Raised | Expect much better earnings performance for last six months; potential >$300M free cash flow annually. | Earnings call |
| 2026-08-14 | SERV Serve Robotics Inc. | Cut | FY 2026 Revenue Guidance: $9 million to $10 million, revised down from $26 million; FY 2026 Non-GAAP Operating Expense Guidance: $140 million to $150 million, lowered from $160 million to $170 million; FY 2026 Capital Expenditure Guidance: $15 million to $17 million, reduced from $25 million | Earnings call |
| 2026-08-14 | ROAD Construction Partners, Inc. | Raised | Fiscal 2026 Revenue Guidance -- $3.64 billion to $3.68 billion, raised to reflect third-quarter performance | Earnings call |
| 2026-08-14 | RMD ResMed Inc. | Raised | FY 2027 Revenue Guidance $5.75 billion to $5.85 billion, FY 2027 Non-GAAP EPS Guidance $12.00 to $12.25 | Earnings call |
| 2026-08-14 | PBYI PUMA BIOTECHNOLOGY, INC. | Raised | Full-Year Revenue Guidance raised from $202M-$206M to $205M-$209M; Full-Year Net Income Guidance raised from $16M-$19M to $17M-$20M | Earnings call |
| 2026-08-14 | OABI OmniAb, Inc. | Raised | FY 2026 Revenue Guidance -- $32 million to $36 million, an increase from the previous range of $28 million to $33 million | Earnings call |
| 2026-08-14 | KGS Kodiak Gas Services, Inc. | Raised | Adjusted EBITDA Guidance $830 million to $860 million, Discretionary Cash Flow Guidance $570 million to $600 million | Earnings call |
| 2026-08-14 | JOUT Johnson Outdoors Inc. | Cut | Projected Annual Tax Expense -- $5 million to $6 million | Earnings call |
| 2026-08-14 | INGN Inogen, Inc. | Cut | Full-Year Revenue Guidance $355 million to $361 million, Adjusted EBITDA Guidance approximately $4 million | Earnings call |
| 2026-08-14 | GTN Gray Media, Inc. | Raised | exceeding the high end of management guidance by $9 million | Earnings call |
| 2026-08-14 | GDS GDS Holdings Ltd | Raised | Full Year 2026 Guidance -- RMB 12.7 billion to RMB 13.0 billion for revenue and RMB 5.9 billion to RMB 6.1 billion for adjusted EBITDA, including one-time items from the first quarter. Capital Expenditures Guidance -- RMB 10 billion for the full year, raised from RMB 9 billion to support accelerated development activity. | Earnings call |
| 2026-08-14 | FLR Fluor Corporation | Cut | narrowed from a previous range of $525 million to $560 million to reflect the Mexico divestiture | Earnings call |
| 2026-08-14 | EMBC Embecta Corp. | Raised | FY 2026 Adjusted Operating Margin Guidance -- 23.5% to 24%, raised from the previous range of 22.25% to 23.25% | Earnings call |
| 2026-08-14 | DCH Dauch Corporation | Raised | raised from the previous low end of $1.30 billion | Earnings call |
| 2026-08-14 | CTGO Contango Silver & Gold Inc. | Raised | 2027 production guidance raised to 75,000-80,000 oz gold from current ~60,000 oz run rate | Earnings release (8-K) |
| 2026-08-14 | CTEV Claritev Corp | Raised | Revenue Guidance -- $1 billion to $1.02 billion for the full year, representing a 2 percentage point increase from the previous range. Adjusted EBITDA Guidance -- $610 million to $620 million for the full year, raised from the prior range of $605 million to $615 million. Free Cash Flow Guidance -- $5 million to $15 million, an upward revision of $5 million over the previous guidance. | Earnings call |
| 2026-08-14 | CLMT Calumet, Inc. | Raised | delivered $175 million of adjusted EBITDA with tax attributes this quarter | Earnings call |
| 2026-08-14 | ATMU Atmus Filtration Technologies Inc. | Raised | Full Year Revenue Guidance -- $1.975 billion to $2.03 billion, representing an increase of approximately 13.5% at the midpoint | Earnings call |
| 2026-08-14 | ASIX AdvanSix Inc. | Cut | Capital Expenditures Guidance -- $75 million to $95 million for 2026, a reduction from $116 million in 2025 | Earnings call |
| 2026-08-14 | ARW Arrow Electronics, Inc. | Raised | Q3 Revenue Guidance $9.6 billion to $10.2 billion, Q3 Non-GAAP EPS Guidance $4.83 to $5.03 | Earnings call |
| 2026-08-14 | API Agora, Inc. | Raised | Q3 2026 revenue $41-42M (15.8%-18.6% YoY growth) | Earnings release (6-K) |
| 2026-08-14 | ANIP ANI Pharmaceuticals, Inc. | Cut | Revised 2026 Cortrophin Gel Guidance -- $520.0 million to $540.0 million, narrowed from the previous range of $540.0 million to $575.0 million | Earnings call |
| 2026-08-14 | AMR Alpha Metallurgical Resources, Inc. | Cut | lowered volume guidance and raised cost projections for the full year | Earnings call |
| 2026-08-14 | ACMR ACM Research, Inc. | Raised | 2026, we expect shipment growth to outpace revenue growth | Earnings call |
| 2026-08-13 | ZTS Zoetis Inc. | Cut | Full Year Revenue Guidance $9.12B-$9.32B; Full Year Adjusted Net Income Guidance $2.57B-$2.62B; Full Year Adjusted Diluted EPS Guidance revised downward to $6.15-$6.25 | Earnings call |
| 2026-08-13 | XPOF Xponential Fitness, Inc. | Cut | FY26 revenue $250M-$260M, FY26 adj EBITDA $91M-$97M, net new studios ~150 | Earnings call |
| 2026-08-13 | WWW Wolverine World Wide, Inc. | Raised | FY2026 revenue raised to $1.980B-$2.000B from $1.960B-$1.985B; adjusted EPS raised to $1.55-$1.65 from $1.43-$1.58 | Earnings release (8-K Item 2.02) |
| 2026-08-13 | WSC WillScot Holdings Corporation | Raised | Full-Year Revenue Guidance -- raised by $50 million to approximately $2.3 billion for 2026. Full-Year Adjusted EBITDA Guidance -- increased to approximately $920 million. | Earnings call |
| 2026-08-13 | VTRS Viatris Inc. | Raised | Revenue $14.55B-$14.95B, adj EBITDA $4.3B-$4.5B, adj EPS $2.45-$2.59, FCF $2.05B-$2.35B | Earnings call |
| 2026-08-13 | VSNT Versant Media Group, Inc. | Raised | Full Year Revenue Guidance raised to $6.2B-$6.45B; Full Year Adjusted EBITDA Guidance raised to $1.9B-$2.05B | Earnings call |
| 2026-08-13 | VNT Vontier Corporation | Raised | Full-Year Adjusted EPS Guidance raised to $3.45-$3.55; Full-Year Revenue Guidance $3B-$3.05B | Earnings call |
| 2026-08-13 | VISN Vistance Networks, Inc. | Cut | Full-Year Adjusted EBITDA Guidance lowered to $200M-$225M | Earnings call |
| 2026-08-13 | VIA Via Transportation, Inc. | Raised | Full Year 2026 Revenue Guidance -- Raised to $550 million to $553 million, representing 26.6% to 27.3% growth year over year. | Earnings call |
| 2026-08-13 | VAC Marriott Vacations Worldwide Corporation | Raised | Full Year 2026 Adjusted EBITDA Guidance raised to $805M-$830M; Full Year 2026 Contract Sales Guidance revised to 18%-20% growth; Full Year 2026 Adjusted Free Cash Flow Guidance increased to $410M-$460M | Earnings call |
| 2026-08-13 | U Unity Software Inc. | Raised | Strategic Revenue Guidance $540M-$550M Q3, Strategic Grow Guidance $380M-$385M Q3, Strategic Create Guidance $159M-$163M Q3, Adjusted EBITDA Guidance $185M-$190M Q3, Non-Strategic Revenue Guidance $20M Q3 | Earnings call |
| 2026-08-13 | TWLO Twilio Inc. | Raised | Full year organic revenue growth range raised to 13% to 13.5% from 9.5% to 10.5%; reported revenue growth range raised to 18% to 18.5% from 14% to 15%; full year 2026 non-GAAP income from operations range raised to $1.135 billion to $1.155 billion from $1.08 billion to $1.1 billion; full year free cash flow guidance raised to $1.135 billion to $1.155 billion | Earnings call |
| 2026-08-13 | TTD The Trade Desk, Inc. | Raised | Q3 Revenue Guidance -- At least $650 million. Q3 Adjusted EBITDA Guidance -- Approximately $160 million. | Earnings call |
| 2026-08-13 | TRGP Targa Resources Corp. | Raised | Full Year 2026 Adjusted EBITDA Guidance expected towards top end of $5.7B-$5.9B range | Earnings call |
| 2026-08-13 | TFX Teleflex Incorporated | Cut | Revenue Guidance lowered to 3.5% to 4.5% pro forma adjusted constant currency growth; Adjusted EPS Guidance increased to $6.90 to $7.20 | Earnings call |
| 2026-08-13 | TEAD Teads Holding Co. | Cut | Guidance Suspension: Management suspended previously provided full year 2026 adjusted EBITDA guidance | Earnings call |
| 2026-08-13 | TARS Tarsus Pharmaceuticals, Inc. | Raised | Full-Year 2026 Revenue Guidance for XDEMVY net product sales increased to $685M-$705M | Earnings call |
| 2026-08-13 | SVV Savers Value Village, Inc. | Raised | We now expect net sales of $1.77 billion-$1.79 billion. Comparable store sales growth of 3%-4%, net income of $67 million-$76 million, adjusted net income of $76 million-$85 million, adjusted EBITDA of $265 million-$275 million. | Earnings call |
| 2026-08-13 | SPT Sprout Social, Inc. | Raised | For fiscal year 2026, we expect revenue in the range of $493 million-$495.6 million, non-GAAP operating income in the range of $68.3 million-$70.3 million. This is an increase of 20% over the midpoint of our prior outlook. | Earnings call |
| 2026-08-13 | SMA SmartStop Self Storage REIT, Inc. | Raised | 2026 Same-Store Revenue Guidance revised to 0.5% to 1.5%; 2026 Same-Store Expense Guidance lowered to 0.25% to 1.25%; 2026 FFO as Adjusted Per Share Guidance raised to $1.98 to $2.04; 2026 Capital Deployment Guidance increased to $55 million to $75 million | Earnings call |
| 2026-08-13 | SHC Sotera Health Company | Raised | Full Year Revenue Guidance raised to $1,236 million to $1,254 million; Full Year Adjusted EBITDA Guidance raised to $634 million to $643 million; Full Year Adjusted EPS Guidance raised to $0.95 to $1.01 | Earnings call |
| 2026-08-13 | SG Sweetgreen, Inc. | Cut | FY 2026 Comparable Sales Guidance: expected to decline between 8% and 7%; FY 2026 Restaurant-Level Profit Margin Guidance: revised to a range of 10.5% to 11.0%; FY 2026 Adjusted EBITDA Guidance: revised to a loss between $27 million and $23 million | Earnings call |
| 2026-08-13 | SARO StandardAero, Inc. | Raised | Revenue $6.375B-$6.5B, adj EBITDA $885M-$910M, adj diluted EPS $1.50-$1.57, adj FCF $270M-$300M, CapEx $100M-$110M | Earnings call |
| 2026-08-13 | SABR Sabre Corporation | Raised | Full year guidance for pro forma adjusted EBITDA and free cash flow increased | Earnings call |
| 2026-08-13 | RSG Republic Services, Inc. | Raised | we raised our full year 2026 guidance as follows. Revenue is expected to be in the range of $17.2 billion to $17.3 billion. Adjusted EBITDA is expected to be in a range of $5.525 billion to $5.55 billion. Adjusted earnings per share is expected to be in the range of $7.23 to $7.28, and adjusted free cash flow is expected to be in a range of $2.54 billion to $2.575 billion. | Earnings call |
| 2026-08-13 | RLJ RLJ Lodging Trust | Raised | Full-Year RevPAR Guidance -- 3.5% to 4.5% growth, revised upward to reflect second quarter outperformance and positive summer trends. | Earnings call |
| 2026-08-13 | RL Ralph Lauren Corporation | Raised | Full Year Revenue Guidance 5%-6% growth constant currency, Full Year Operating Margin Guidance expand 60-80 bps, Second Quarter Revenue Guidance increase 5%-6% constant currency, Second Quarter Operating Margin Guidance expand 80-100 bps | Earnings call |
| 2026-08-13 | RHP Ryman Hospitality Properties, Inc. | Raised | Adjusted EBITDAre guidance raised to $878M-$910M for full-year 2026; same-store hospitality Adjusted EBITDAre guidance increased by $10M at midpoint to $735M; JW Marriott Desert Ridge Adjusted EBITDAre guidance raised by $1M at midpoint to $71M; capital expenditures guidance increased to $400M-$500M for 2026 | Earnings call |
| 2026-08-13 | REAL The RealReal, Inc. | Raised | GMV $2.535B-$2.565B, revenue $788M-$797M, adj EBITDA $66M-$69M | Earnings call |
| 2026-08-13 | RCEL AVITA Medical, Inc. | Raised | Revenue Guidance -- $86 million to $89 million for the full year 2026, representing projected growth of 20% to 24% over 2025 | Earnings call |
| 2026-08-13 | QXO QXO, Inc. | Raised | Targeting $50B revenue within decade; more than double EBITDA by 2030 | Earnings release (8-K Item 2.02) |
| 2026-08-13 | QNST QuinStreet, Inc. | Raised | FY 2027 Revenue Guidance -- $1.45 billion to $1.55 billion, an initial outlook implying 16% year-over-year growth at the midpoint. FY 2027 Adjusted EBITDA Guidance -- $150 million to $160 million, implying 38% year-over-year growth and a 10.3% margin. | Earnings call |
| 2026-08-13 | QDEL QuidelOrtho Corporation | Cut | Full-Year Revenue Guidance -- $2.52 billion to $2.60 billion, lowered from the previous range of $2.70 billion to $2.75 billion. Full-Year Adjusted EBITDA Guidance -- $540 million to $560 million, representing an expected margin of 21% to 22%. Full-Year Adjusted EPS Guidance -- $0.65 to $0.90, revised from the previous forecast of $1.80 to $2.00. | Earnings call |
| 2026-08-13 | PTRN Pattern Group Inc. | Raised | Full-Year Revenue $3.4B-$3.5B, Adjusted EBITDA $211M-$213M; Q3 Revenue $840M-$860M, Adjusted EBITDA $51M-$53M | Earnings call |
| 2026-08-13 | PRVA Privia Health Group, Inc. | Raised | FY 2026 Practice Collections Guidance raised to high end of $3.65B-$3.75B; FY 2026 GAAP Revenue Guidance increased to high end of $2.35B-$2.45B; FY 2026 Adjusted EBITDA Guidance raised to mid- to high end of $145M-$155M; FY 2026 Attributed Lives Guidance updated to 1,625,000-1,650,000 | Earnings call |
| 2026-08-13 | POST Post Holdings, Inc. | Cut | Fiscal 2026 Adjusted EBITDA Guidance -- narrowed to a range of $1,560 million to $1,570 million from the previous range of $1,550 million to $1,580 million. | Earnings call |
| 2026-08-13 | PMTS CPI Card Group Inc. | Raised | Full Year Revenue Guidance raised from high-single-digit to low double digits; Full Year Free Cash Flow Guidance raised from $41M to $45M-$50M; Integrated Paytech Guidance raised from 15% to 20% annual growth | Earnings call |
| 2026-08-13 | PLNT Planet Fitness, Inc. | Raised | Adjusted EPS Guidance raised to 6% growth; Revenue Guidance unchanged at 7% growth; Adjusted EBITDA Guidance unchanged at 6% growth; Adjusted Net Income Guidance decreased to 3% decrease | Earnings call |
| 2026-08-13 | PENN PENN Entertainment, Inc. | Raised | Full Year Retail Revenue Guidance raised to midpoint of $5.87 billion; Full Year Retail Adjusted EBITDAR Guidance raised to midpoint of $1.963 billion | Earnings call |
| 2026-08-13 | PCT PureCycle Technologies, Inc. | Raised | For the full year, we now expect project spend of $45 million to $50 million, up from our prior range of $39 million to $45 million | Earnings call |
| 2026-08-13 | PBH Prestige Consumer Healthcare Inc. | Raised | FY 2027 Revenue Guidance -- Raised to a range of $1.29 billion to $1.315 billion. FY 2027 Adjusted EPS Guidance -- Increased to a range of $4.55 to $4.65. FY 2027 Adjusted Free Cash Flow Guidance -- Increased to at least $270 million. | Earnings call |
| 2026-08-13 | PAR PAR Technology Corporation | Raised | We expect second half ARR growth to be meaningfully larger than the first half | Earnings call |
| 2026-08-13 | OTEX OPEN TEXT CORP | Raised | Fiscal 2027 Revenue Outlook $5.135B-$5.185B; Fiscal 2027 Adjusted EBITDA Margin Outlook 32%-33%; Fiscal 2027 Free Cash Flow Guidance $625M-$725M | Earnings call |
| 2026-08-13 | OSG Octave Specialty Group, Inc. | Raised | 2026 Distribution Organic Growth Guidance -- 25% or more, raised from the previous expectation of 20% or more. 2026 Distribution Adjusted EBITDA Guidance -- $45 million, an increase from the previous $40 million target. | Earnings call |
| 2026-08-13 | OMDA Omada Health, Inc. | Raised | Full-Year Revenue Guidance -- Raised to a range of $334 million to $340 million, up from the prior range of $322 million to $330 million. Full-Year Adjusted EBITDA Guidance -- Raised to $21 million to $27 million, representing a fourfold increase compared to 2025. | Earnings call |
| 2026-08-13 | OCTV Octave Intelligence plc | Cut | we now expect organic constant currency revenue growth of between 0% and 2% for the full year | Earnings call |
| 2026-08-13 | NTRA Natera, Inc. | Raised | Full-Year Revenue Guidance -- $2.85 billion to $2.91 billion, raised $100 million at the midpoint due to volume and price trends. | Earnings call |
| 2026-08-13 | NSIT Insight Enterprises, Inc. | Raised | Full Year 2026 Adjusted EPS Guidance -- Raised to a range of $12.20 to $12.70; Full Year 2026 Gross Profit Guidance -- Raised to 8% to 10% growth compared to previous forecast | Earnings call |
| 2026-08-13 | NRDY Nerdy Inc. | Cut | Full Year 2026 Revenue Guidance lowered from $180M-$190M to $168M-$175M; Full Year 2026 Non-GAAP Adjusted EBITDA Guidance negative $4M to approximately breakeven | Earnings call |
| 2026-08-13 | NOVT Novanta Inc. | Raised | Full-Year 2026 Revenue Guidance -- $1,130 million to $1,140 million; Full-Year 2026 Adjusted EBITDA Guidance -- $273 million to $278 million; Full Year 2026 Adjusted EPS Guidance -- $3.68 to $3.74 | Earnings call |
| 2026-08-13 | NGVC Natural Grocers by Vitamin Cottage, Inc. | Cut | open 6 to 7 new stores compared to our prior outlook of between 6 and 8, relocate or remodel 2 existing stores compared to our prior outlook of between 2 and 3 stores; achieve daily average comparable store sales growth between 1.5% and 2% compared to our prior outlook of between 1.5% and 2.5%. Diluted earnings per share between $2.07 and $2.11, including incremental investment related to new stor | Earnings call |
| 2026-08-13 | MUX McEwen Inc. | Raised | Fox Complex 2026 Guidance 20,000-23,000 GEOs (raised from 16,000-19,000) | Earnings call |
| 2026-08-13 | MTW The Manitowoc Company, Inc. | Raised | Full-year net sales guidance raised to $2.3B-$2.4B; adjusted EBITDA raised to $150M-$170M; adjusted diluted EPS raised to $0.80-$1.20; free cash flow raised to $50M-$70M | Earnings call |
| 2026-08-13 | MRVI Maravai LifeSciences Holdings, Inc. | Raised | Adjusted EBITDA: $33M-$35M | Earnings call |
| 2026-08-13 | MMS Maximus, Inc. | Cut | FY 2026 Revenue Guidance Reiterated at $5.2 billion to $5.35 billion; FY 2026 Adjusted Diluted EPS Guidance lowered to $7.90 to $8.20 per share; FY 2026 Adjusted EBITDA Margin Guidance approximately 13.7%; FY 2026 Free Cash Flow Guidance revised to $425 million to $475 million | Earnings call |
| 2026-08-13 | MFP Midera Food Processing, Inc. | Raised | Net sales midpoint raised to ~$950M (11% growth), Adjusted EBITDA midpoint ~$168M (20% growth) | Earnings release (8-K Item 2.02) |
| 2026-08-13 | MAGN Magnera Corp | Cut | Full-Year Adjusted EBITDA Guidance updated to the lower end of the previous range | Earnings call |
| 2026-08-13 | LOCO El Pollo Loco Holdings, Inc. | Raised | Adjusted EBITDA: $68M-$70M; Comparable Store Sales: 3.5%-4.5% | Earnings call |
| 2026-08-13 | LOAR Loar Holdings Inc. | Raised | Full Year Revenue Guidance -- $665 million to $675 million, raised from previous estimates; Full Year Adjusted EBITDA Guidance -- $265 million to $270 million, upward revision; Full Year Adjusted EPS Guidance -- $1.32 to $1.36, increase from prior range of $1.26 to $1.30; Full Year GAAP Net Income Guidance -- $56 million to $60 million, up from previously guided range of $53 million to $57 million | Earnings call |
| 2026-08-13 | LNG Cheniere Energy, Inc. | Raised | Full Year 2026 EBITDA guidance raised to $7.9 billion to $8.4 billion; Full Year 2026 DCF guidance raised to $5.3 billion to $5.8 billion | Earnings call |
| 2026-08-13 | LGND Ligand Pharmaceuticals Incorporated | Raised | Adjusted earnings guidance for 2026 increased; revenue targets maintained | Earnings call |
| 2026-08-13 | LGN Legence Corp. | Raised | Full year 2026 revenue guidance raised to $4.7 billion to $4.8 billion; full year 2026 EBITDA guidance raised to $565 million to $585 million | Earnings call |
| 2026-08-13 | LAMR Lamar Advertising Company | Raised | Full-Year Acquisition Target -- exceeding $200 million in cash spend for the full year 2026; Full-Year CapEx Guidance -- $186 million | Earnings call |
| 2026-08-13 | KRMN Karman Holdings Inc. | Raised | Revenue: $730M-$745M; Adjusted EBITDA: $215.0M-$222.5M | Earnings call |
| 2026-08-13 | JHX James Hardie Industries plc | Raised | FY 2027 Revenue Guidance raised to $5.564 billion to $5.723 billion; FY 2027 Adjusted EBITDA Guidance updated to $1.536 billion to $1.625 billion | Earnings call |
| 2026-08-13 | ITT ITT Inc. | Raised | Full Year 2026 organic revenue growth raised to 5% to 8%; adjusted EPS raised to $8.12 to $8.32 | Earnings call |
| 2026-08-13 | IRWD Ironwood Pharmaceuticals, Inc. | Raised | Full-Year Revenue Guidance -- $460 million to $485 million, increased from previous forecast of $450 million to $475 million; Adjusted EBITDA Guidance -- Greater than $310 million for the full year, up from prior target of greater than $300 million | Earnings call |
| 2026-08-13 | IOVA Iovance Biotherapeutics, Inc. | Raised | Full year 2026 total revenue guidance of $350 million to $370 million, reviewing to share more detail in Q3 | Earnings call |
| 2026-08-13 | INSM Insmed Incorporated | Raised | 2026 BRINSUPRI Guidance -- $1.25 billion to $1.4 billion, raised from previous forecast of greater than $1 billion; 2026 ARIKAYCE Guidance -- $450 million to $470 million, reiterated | Earnings call |
| 2026-08-13 | INN Summit Hotel Properties, Inc. | Raised | Full-Year RevPAR 1.75%-3.25%, Adjusted EBITDAre $175M-$182M, Adjusted FFO $0.79-$0.85 per share | Earnings call |
| 2026-08-13 | IIIV i3 Verticals, Inc. | Cut | Revenue: $216M-$221M; Adjusted EBITDA: $57M-$60M; Adjusted Diluted EPS: $1.08-$1.12 | Earnings call |
| 2026-08-13 | ICUI ICU Medical, Inc. | Raised | Adjusted EBITDA: $415M-$435M; Adjusted EPS: $8.60-$9.00 | Earnings call |
| 2026-08-13 | HWM Howmet Aerospace Inc. | Raised | Fiscal Year 2026 Revenue Guidance raised to $10.05 billion plus or minus $50 million; Fiscal Year 2026 Adjusted EBITDA Guidance raised to $3.23 billion plus or minus $20 million; Fiscal Year 2026 Adjusted EPS Guidance raised to $5.27 plus or minus $0.04 | Earnings call |
| 2026-08-13 | HTFL Heartflow, Inc. | Raised | FY2026 revenue guidance raised to $246-250M from $228-232M | Earnings release (8-K Item 2.02) |
| 2026-08-13 | HALO Halozyme Therapeutics, Inc. | Raised | Revenue: $1.835B-$1.91B; Royalty Revenue: $1.22B-$1.245B; Non-GAAP EPS: $8.65-$9.00 | Earnings call |
| 2026-08-13 | HAE Haemonetics Corporation | Raised | FY 2027 Revenue Guidance raised to 5% to 8% reported growth; FY 2027 Organic Revenue Guidance raised to 4% to 7% | Earnings call |
| 2026-08-13 | GRND Grindr Inc. | Raised | Revenue: ~$540M; Adjusted EBITDA: ~$232M | Earnings call |
| 2026-08-13 | GRDN Guardian Pharmacy Services, Inc. | Raised | Revenue: $1.43B-$1.45B; Adjusted EBITDA: $129M-$131M | Earnings call |
| 2026-08-13 | GOLF Acushnet Holdings Corp. | Raised | Full-Year Revenue Guidance: $2.65B to $2.675B (3.4% to 4.3% constant currency growth); Full-Year Adjusted EBITDA Guidance: $450M to $470M (includes $30M tariff refund benefit) | Earnings call |
| 2026-08-13 | GEVO Gevo, Inc. | Raised | Full year 2026 Adj EBITDA >$60M (doubled from previous target) | Earnings call |
| 2026-08-13 | GEO The GEO Group, Inc. | Raised | Full year 2026 GAAP net income guidance $168M-$175M, Full year 2026 adjusted EBITDA guidance $550M-$560M, Q3 2026 GAAP net income $45M-$48M, Q3 2026 adjusted EBITDA $140M-$145M, Q4 2026 GAAP net income $37M-$41M, Q4 2026 adjusted EBITDA $137M-$142M | Earnings call |
| 2026-08-13 | GEN Gen Digital Inc. | Raised | Fiscal Year 2027 Revenue Guidance raised to $5.375 billion to $5.475 billion; Fiscal Year 2027 Non-GAAP EPS Guidance raised to $2.87 to $2.97 | Earnings call |
| 2026-08-13 | FTDR Frontdoor, Inc. | Raised | Full-Year 2026 Revenue Guidance: $2.19B to $2.21B (raised $25M at midpoint); Full-Year 2026 Adjusted EBITDA Guidance: $585M to $600M (raised $20M at midpoint); Q3 2026 Revenue Guidance: $642M to $652M; Q3 2026 Adjusted EBITDA Guidance: $197M to $207M | Earnings call |
| 2026-08-13 | FROG JFrog Ltd. | Raised | Full year 2026 cloud growth 41%-43% (raised); Net dollar retention floor 120% for 2026 | Earnings call |
| 2026-08-13 | FOUR Shift4 Payments, Inc. | Cut | Full-Year GRLNF Guidance: $2.48B to $2.53B (25% to 28% YoY growth); Full-Year Adjusted EBITDA Guidance: $1.15B to $1.18B (19% to 22% YoY growth); Full-Year Non-GAAP EPS Guidance: $5.15 to $5.35 (adjusted from $5.50 to $5.70); Full-Year Adjusted Free Cash Flow Guidance: $465M to $475M; Third Quarter GRLNF Guidance: approximately $650M; Third Quarter Adjusted EBITDA Guidance: approximately $310M; Th | Earnings call |
| 2026-08-13 | FNKO Funko, Inc. | Raised | Full year net sales flat to up 3% (reiterated); Full year Adj EBITDA $100M-$110M (raised from $70M-$80M); Q3 net sales ~flat YoY; Q3 Adj EBITDA $25M-$30M | Earnings call |
| 2026-08-13 | FISV Fiserv, Inc. | Cut | Full Year Adjusted EPS Guidance: $7.20 to $7.40 (lowered); Full Year Adjusted Operating Margin Guidance: 31% to 31.5% | Earnings call |
| 2026-08-13 | FIGS FIGS, Inc. | Raised | Full year 2026 net revenue growth ~20% (from 14%-16%); Full year Adj EBITDA margin 14.8%-15.0% (from 13%-13.2%); Q3 revenue growth ~20% YoY; Q4 revenue growth ~10% YoY | Earnings call |
| 2026-08-13 | FA First Advantage Corporation | Raised | Full Year 2026 Revenue Guidance $1.67B-$1.71B, Full Year 2026 Adjusted EBITDA Guidance $472M-$486M, Full Year 2026 Adjusted Diluted EPS Guidance $1.23-$1.29 | Earnings call |
| 2026-08-13 | EVH Evolent Health, Inc. | Raised | Full Year 2026 Revenue Guidance $2.6B-$2.7B, Full Year 2026 Adjusted EBITDA Guidance $120M-$135M | Earnings call |
| 2026-08-13 | ESE ESCO Technologies Inc. | Raised | Full-Year 2026 Adjusted EPS Guidance raised to $8.30 to $8.40 per share | Earnings call |
| 2026-08-13 | ESAB ESAB Corporation | Raised | Full year core sales $3B-$3.1B (11%-14% growth); Full year Adj EBITDA $615M-$625M; Full year Adj EPS $5.40-$5.50 | Earnings call |
| 2026-08-13 | EOSE Eos Energy Enterprises, Inc. | Cut | FY 2026 revenue $300M-$350M (tightened from $300M-$400M) | Earnings call |
| 2026-08-13 | DOCS Doximity, Inc. | Raised | Full year 2027 revenue $671M-$681M (raised by $6M); Q2 2027 revenue $170M-$171M; Full year 2027 Adj EBITDA $309M-$329M | Earnings call |
| 2026-08-13 | DNLI Denali Therapeutics Inc. | Raised | Q3 2026 revenue $10M-$12M | Earnings call |
| 2026-08-13 | DDOG Datadog, Inc. | Raised | Q3 2026 Revenue Guidance: $1.135B to $1.145B (28% to 29% YoY growth); Full Year 2026 Revenue Guidance: $4.45B to $4.47B (30% YoY growth); Full Year 2026 Non-GAAP Operating Income Guidance: $1.01B to $1.03B (23% margin) | Earnings call |
| 2026-08-13 | DBX Dropbox, Inc. | Raised | Full year 2026 total revenue guidance raised to $2.513 billion to $2.523 billion; non-GAAP operating margin guidance raised by 50 basis points to 40.0%-40.5%; unlevered free cash flow guidance raised to at or above $1.070 billion | Earnings call |
| 2026-08-13 | DAN Dana Incorporated | Raised | Sales Guidance $7.65B-$7.85B full year, Adjusted EBITDA Guidance $800M-$850M 2026, Adjusted Free Cash Flow Guidance $275M-$375M full year, Diluted Adjusted EPS Guidance $1.75-$2.25 | Earnings call |
| 2026-08-13 | CYTK Cytokinetics, Incorporated | Raised | Full year 2026 GAAP combined R&D and SG&A expense $860M-$890M (from $830M-$870M); Stock-based compensation $130M-$140M (from $120M-$130M) | Earnings call |
| 2026-08-13 | CWST Casella Waste Systems, Inc. | Raised | FY 2026 revenue $2.09B-$2.11B (raised from $2.06B-$2.08B); FY 2026 GAAP net income $0M-$6M (lowered from $4M-$10M); Full year Adj EBITDA $473M-$483M (reaffirmed); Full year Adj free cash flow $200M-$210M (reaffirmed) | Earnings call |
| 2026-08-13 | CVRX CVRx, Inc. | Cut | Full year 2026 revenue $58M-$60M (lowered); Q3 2026 revenue $13.5M-$14.5M; Full year gross margin 86%-87%; Full year OpEx $99M-$101M | Earnings call |
| 2026-08-13 | CTRE CareTrust REIT, Inc. | Raised | 2026 Normalized FFO $2.03-$2.06 per share; 2026 Normalized FAD $2.01-$2.04 per share | Earnings call |
| 2026-08-13 | CRNC Cerence Inc. | Raised | Full year free cash flow $76M-$82M (raised from $66M-$76M); Q4 revenue $61M-$65M; Q4 Adj EBITDA $1M-$5M; Full year revenue $310M-$314M | Earnings call |
| 2026-08-13 | CRAI CRA International, Inc. | Raised | Full-Year 2026 Revenue Guidance: $805M to $820M (up from $785M to $805M); Full-Year 2026 Non-GAAP EBITDA Margin Guidance: 12.0% to 13.0% (reaffirmed) | Earnings call |
| 2026-08-13 | CON Concentra Group Holdings Parent, Inc. | Raised | Full-Year Revenue Guidance raised to $2.325 billion to $2.375 billion; Full-Year Adjusted EBITDA Guidance raised to $485 million to $495 million | Earnings call |
| 2026-08-13 | COLL Collegium Pharmaceutical, Inc. | Cut | Product Revenue Guidance: $825M to $855M (down from $865M to $895M); Adjusted EBITDA Guidance: $445M to $470M (down from $475M to $500M); Azstarys Full-Year Guidance: $65M to $75M (up from $60M to $70M) | Earnings call |
| 2026-08-13 | CMRC Commerce.com, Inc. | Cut | Full Year 2026 Revenue Guidance: $336.5M to $344.5M (reduced $18M at midpoint); Full Year 2026 Non-GAAP Operating Income Guidance: $28M to $34M (reduced $12.5M at midpoint); Third Quarter 2026 Revenue Guidance: $82.5M to $85.5M; Third Quarter 2026 Non-GAAP Operating Income Guidance: $3.3M to $5.3M | Earnings call |
| 2026-08-13 | CENX Century Aluminum Company | Raised | Q3 adjusted EBITDA $325M-$345M | Earnings call |
| 2026-08-13 | CART Maplebear Inc. | Raised | Q3 revenue $10.3B-$10.55B, 14% growth YoY at midpoint; Q3 Adj EBITDA $320M-$340M, 19% growth YoY at midpoint | Earnings call |
| 2026-08-13 | BROS Dutch Bros Inc. | Raised | Full Year Revenue Guidance $2.1B-$2.13B; Full Year Adjusted EBITDA Guidance $385M-$390M | Earnings call |
| 2026-08-13 | BLBD Blue Bird Corporation | Raised | Total year revenue $1.74B-$1.76B; adjusted EBITDA $245M-$250M; adjusted free cash flow $125M-$135M | Earnings call |
| 2026-08-13 | BDX Becton, Dickinson and Company | Raised | Full-Year Adjusted EPS Guidance raised to $12.62 to $12.72 | Earnings call |
| 2026-08-13 | AVPT AvePoint, Inc. | Raised | Q3 2026 revenue guidance raised; full year guidance raised (implied by above-guidance Q2 results and raised Q3 outlook) | Earnings call |
| 2026-08-13 | AVNT Avient Corporation | Raised | Full year adjusted EBITDA $575M-$603M; adjusted EPS $3.10-$3.25; free cash flow $210M-$230M | Earnings call |
| 2026-08-13 | ATI ATI Inc. | Raised | Full Year 2026 Adjusted EBITDA Guidance raised to $1.135B-$1.185B; Adjusted EPS raised to $4.90-$5.18; Adjusted FCF raised to $550M-$600M | Earnings call |
| 2026-08-13 | ASTH Astrana Health, Inc. | Raised | Full-Year Adjusted EBITDA Guidance raised to $255M-$280M from previous range | Earnings call |
| 2026-08-13 | ARLO Arlo Technologies, Inc. | Raised | Full Year 2026 Revenue Guidance raised to $580M-$600M; Full Year 2026 Non-GAAP EPS Guidance raised to $0.90-$1.00 | Earnings call |
| 2026-08-13 | ARHS Arhaus, Inc. | Raised | Full-year adjusted EBITDA now expected between $160M and $171M; net revenue outlook maintained $1.43B-$1.47B | Earnings call |
| 2026-08-13 | ARDX Ardelyx, Inc. | Cut | Revised IBSRELA 2026 Guidance to $350M-$370M; Revised 2026 OPEX Guidance to below $500M | Earnings call |
| 2026-08-13 | APPN Appian Corporation | Raised | Full year 2026 cloud subscription revenue expected $525M-$529M; total revenue $845M-$853M; adjusted EBITDA $104M-$110M; non-GAAP EPS $1.04-$1.12 | Earnings call |
| 2026-08-13 | AMRZ Amrize Ltd | Raised | Fiscal 2026 revenue guidance raised to $12.5B-$12.7B; fiscal 2026 adjusted EBITDA guidance revised to $3.1B-$3.2B | Earnings call |
| 2026-08-13 | ALTG Alta Equipment Group Inc. | Cut | Revised Adjusted EBITDA Guidance -- $167.5 million to $177.5 million for the full fiscal year, narrowing the previous range by reducing the upper bound by $5 million. | Earnings call |
| 2026-08-13 | ALRM Alarm.com Holdings, Inc. | Raised | We are raising our SaaS and license revenue outlook to between $754 million and $754.4 million. We are raising our total revenue outlook for 2026 to between $1.079 billion and $1.089 billion. We are raising our non GAAP adjusted EBITDA outlook for 2026 to between $221 million and $223 million. | Earnings call |
| 2026-08-13 | ALH Alliance Laundry Holdings Inc. | Raised | Adjusted EBITDA guidance raised from 7%-8% to 8%-10% for full year 2026 | Earnings call |
| 2026-08-13 | ALB Albemarle Corporation | Raised | Specialties Full-Year Outlook raised to $1.4B-$1.6B; 2030 Lithium Demand Forecast raised by 100,000 tons at low end | Earnings call |
| 2026-08-13 | AKAM Akamai Technologies, Inc. | Raised | Full year 2026 revenue guidance raised to $4.445B-$4.530B | Earnings call |
| 2026-08-13 | AIP Arteris, Inc. | Raised | Full-year 2026 revenue guidance: $95 million to $98 million, an increase of $3.5 million from prior guidance; ACV plus royalties to exit 2026 at $102 million to $106 million; non-GAAP operating loss of between $10 million and $7 million; non-GAAP free cash flow of between positive $5 million to positive $9 million, unchanged | Earnings call |
| 2026-08-13 | AHR American Healthcare REIT, Inc. | Raised | NFFO Per Share Guidance: $2.15 to $2.19, increased from $2.03 to $2.09; Total Same-Store NOI Growth Guidance: 11% to 13%, raised from 9% to 12%; ISHC Same-Store NOI Guidance: 13% to 16%, increased from 11% to 15%; SHOP Same-Store NOI Guidance: 18% to 21%, improved from 15% to 19% | Earnings call |
| 2026-08-13 | ABNB Airbnb, Inc. | Raised | Full-year 2026 Guidance -- revenue growth outlook raised to at least mid-teens, with adjusted EBITDA margin expected to reach at least 35.5%. | Earnings call |
| 2026-08-12 | ZBH Zimmer Biomet Holdings, Inc. | Raised | organic revenue 2.25%-3.25% from 1%-3%, adjusted EPS $8.47-$8.59 from $8.40-$8.55 | Earnings call |
| 2026-08-12 | YOU Clear Secure, Inc. | Raised | full year 2026 free cash flow at least $480M from at least $465M | Earnings call |
| 2026-08-12 | XYZ Block, Inc. | Raised | Full Year 2026 Gross Profit Guidance raised to 21% year-over-year growth; Full Year 2026 Adjusted Operating Income Guidance $3.47 billion | Earnings call |
| 2026-08-12 | WTS Watts Water Technologies, Inc. | Raised | Full Year Organic Sales Guidance increased to 8% to 11%; Full Year Adjusted Operating Margin Guidance raised to 19.8% to 20.4% | Earnings call |
| 2026-08-12 | WBI WaterBridge Infrastructure LLC | Raised | Full Year 2026 Volume Guidance raised to 2.55 million to 2.75 million barrels per day; Full Year 2026 Adjusted EBITDA Guidance raised to $435 million to $475 million | Earnings call |
| 2026-08-12 | VVV Valvoline Inc. | Raised | Full-year SSS guidance raised to 7.5%-8%; adjusted EBITDA narrowed to $550M-$560M; net revenue $2.05B-$2.1B; adjusted EPS $1.70-$1.75 | Earnings call |
| 2026-08-12 | VSEC VSE Corporation | Raised | Fiscal 2026 Revenue Guidance -- 61% to 64%, raised from the previous range of 57% to 61% based on strong first-half execution. Fiscal 2026 Adjusted EBITDA Margin Guidance -- 18.7% to 19.0%, an increase from the prior outlook of 18.1% to 18.5%. | Earnings call |
| 2026-08-12 | VRRM Verra Mobility Corporation | Cut | Full Year Revenue Guidance -- $945 million to $965 million, updated to reflect lower pricing associated with recent rental car contract renewals. Full Year Adjusted EBITDA Guidance -- $360 million to $370 million, representing an anticipated adjusted EBITDA margin of 38%. Full Year Adjusted EPS Guidance -- $1.11 to $1.17 per share, based on a weighted average fully diluted share count of 153 milli | Earnings call |
| 2026-08-12 | VECO Veeco Instruments Inc. | Raised | Third quarter revenue is expected to be between $200 million and $220 million. Gross margin is expected to be between 41% and 42%. We expect OpEx between $57 million and $58 million, net income between $23 million and $33 million and diluted EPS between $0.35 and $0.49 on 67 million shares. We are updating our full year 2026 non-GAAP outlook. We now expect full year revenue... | Earnings call |
| 2026-08-12 | VCTR Victory Capital Holdings, Inc. | Raised | Long-term Margin Guidance -- 50%, increased from the previous 49% target to reflect structural efficiency gains and platform scalability. | Earnings call |
| 2026-08-12 | UTI Universal Technical Institute, Inc. | Cut | Full year revenue guidance revised to $893M-$900M (from $905M-$915M); adjusted EBITDA $100M-$103M; new student starts 31,900-32,300 (from 31,500-33,000) | Earnings call |
| 2026-08-12 | TWFG TWFG, Inc. | Raised | 2026 Revenue Guidance raised to $300 million to $320 million; 2026 Organic Growth Guidance raised to 13% to 17%; 2026 Adjusted EBITDA Margin Guidance raised to 23% to 27% | Earnings call |
| 2026-08-12 | TTMI TTM Technologies, Inc. | Raised | Full Year 2026 Revenue Guidance raised to $4.4B; Full Year 2026 Non-GAAP EPS Guidance approaching $5 per share | Earnings call |
| 2026-08-12 | TRI Thomson Reuters Corporation | Raised | Full Year Revenue Guidance raised to approximately 8% for total and organic revenue, Big 3 Segment Guidance raised to 9.5% to 10% organic growth | Earnings call |
| 2026-08-12 | TPC Tutor Perini Corporation | Raised | Full-year 2026 adjusted earnings guidance range raised | Earnings call |
| 2026-08-12 | TBLA Taboola.com Ltd. | Raised | Full year ex-TAC gross profit guidance raised to $772 million to $783 million; Full year adjusted EBITDA guidance raised to $228 million to $240 million | Earnings call |
| 2026-08-12 | TASK TaskUs, Inc. | Raised | Full-Year Revenue Guidance raised to $1.22 billion to $1.24 billion; Full-Year Adjusted Free Cash Flow Guidance raised to $110 million to $120 million | Earnings call |
| 2026-08-12 | STUB StubHub Holdings, Inc. | Raised | GMS guidance raised to $10.1B-$10.3B | Earnings release (8-K) |
| 2026-08-12 | SRPT Sarepta Therapeutics, Inc. | Cut | 2026 Product Revenue Guidance -- $1.2 billion to $1.3 billion, narrowed from the previous range of $1.2 billion to $1.4 billion to reflect results trending toward the lower end of expectations. Non-GAAP OpEx Guidance -- $800 million to $850 million, representing a tightening at the lower end of the prior $800 million to $900 million range. Collaboration and Other Revenue Guidance -- $550 million t | Earnings call |
| 2026-08-12 | SOLV Solventum Corporation | Raised | Full-Year Organic Sales Guidance -- 2.5% to 3%, representing an increase from the previous range of 2% to 3%. Full-Year Adjusted EPS Guidance -- $7.10 to $7.20, raised from the prior range of $6.40 to $6.60 to reflect the one-time tariff benefit and business performance. Full-Year Free Cash Flow Guidance -- $200 million to $300 million, an increase from the prior estimate of $200 million. | Earnings call |
| 2026-08-12 | SN SharkNinja, Inc. | Raised | Full year 2026 net sales growth 16%-17% (prior 11.5%-12.5%); adjusted EPS $6.45-$6.55 (prior $6-$6.10); adjusted EBITDA $1.36B-$1.37B (prior $1.29B-$1.3B) | Earnings call |
| 2026-08-12 | SITM SiTime Corporation | Raised | Q3 2026 Revenue Guidance -- $285 million to $295 million, which includes a sequential step-up in core business revenue to a range of $200 million to $210 million. Q3 2026 Non-GAAP EPS Guidance -- $3.50 to $3.65 per share, based on a projected share count of approximately 32.8 million shares. | Earnings call |
| 2026-08-12 | SGHT Sight Sciences, Inc. | Raised | FY 2026 Revenue Guidance raised to $88 million to $92 million; FY 2026 Adjusted Operating Expense Guidance reduced to $92 million to $94 million | Earnings call |
| 2026-08-12 | SDGR Schrödinger, Inc. | Raised | Full Year 2026 Drug Discovery Revenue Guidance -- $65 million to $75 million, which management raised from a previous range of $55 million to $65 million. | Earnings call |
| 2026-08-12 | RXRX Recursion Pharmaceuticals, Inc. | Cut | 2026 cash operating expense guidance reduced to $375M from $390M | Earnings call |
| 2026-08-12 | RPRX Royalty Pharma plc | Raised | Full year 2026 portfolio receipts $3.4B-$3.5B (raised from $3.325B-$3.45B), royalty receipts growth 7%-10% (raised from 4%-8%), interest paid $350M-$360M | Earnings call |
| 2026-08-12 | RELY Remitly Global, Inc. | Raised | Full Year 2026 Revenue Guidance -- $1.978 billion to $1.988 billion, representing expected growth of 21% to 22%. Full Year 2026 Adjusted EBITDA Guidance -- $410 million to $415 million | Earnings call |
| 2026-08-12 | RDN Radian Group Inc. | Raised | Ordinary Dividends $650 million, representing the updated 2026 full year expectation for dividends from Radian Guaranty to the holding company, up from previous guidance of $600 million | Earnings call |
| 2026-08-12 | PTLO Portillo's Inc. | Cut | Adjusted EBITDA Guidance -- $92 million to $96 million for the full year, reflecting a reforecast of noncomp restaurant performance | Earnings call |
| 2026-08-12 | PRSU Pursuit Attractions and Hospitality, Inc. | Raised | FY 2026 Adjusted EBITDA Guidance increased to $128M-$138M | Earnings call |
| 2026-08-12 | PRMB Primo Brands Corporation | Raised | Net sales growth 2%-4% (raised from 1%-3%), Adjusted EBITDA $1.465B-$1.515B (reaffirmed) | Earnings call |
| 2026-08-12 | PR Permian Resources Corporation | Raised | Full-year oil production guidance raised to 197,000-201,000 bbl/d (10,000 bbl/d increase); capital expenditures $1.9B-$2.0B | Earnings call |
| 2026-08-12 | PODD Insulet Corporation | Raised | U.S. Omnipod revenue growth 17%-19% (down from 20%-22%), International Omnipod revenue growth 30%-32% (up from 26%-28%), Adjusted EPS growth at least 30% (up from over 25%), Q3 total company growth 17.5%-19.5%, U.S. Omnipod growth 14%-16% | Earnings call |
| 2026-08-12 | PAYC Paycom Software, Inc. | Raised | Fiscal 2026 Revenue Guidance -- $2.197 billion to $2.212 billion, representing year-over-year growth of 7% to 8%. Fiscal 2026 EBITDA Guidance -- $1.007 billion to $1.022 billion | Earnings call |
| 2026-08-12 | OUT OUTFRONT Media Inc. | Raised | Full Year AFFO Guidance Expected to grow in the low-20% range relative to the $338 million reported in 2025 | Earnings call |
| 2026-08-12 | ONC BeOne Medicines Ltd. | Raised | Revenue Guidance raised to $6.6B-$6.8B for full year 2026; GAAP Operating Income Guidance raised to $1B-$1.1B for 2026 | Earnings call |
| 2026-08-12 | OFIX Orthofix Medical Inc. | Raised | Full-Year 2026 Net Sales Guidance -- $845 million to $855 million, representing an increase of $7 million from previous guidance at the midpoint | Earnings call |
| 2026-08-12 | O Realty Income Corporation | Raised | AFFO midpoint raised by $0.02 to $4.44-$4.45 for 2026; investment volume guidance increased from $9.5B to $10B for full year | Earnings call |
| 2026-08-12 | NVST Envista Holdings Corporation | Raised | Full Year Core Sales Growth Guidance -- Raised to a range of 3.5% to 4.5%, up from the previous range of 2% to 4%. Full Year Adjusted EBITDA Growth Guidance -- Raised to a range of 11% to 14%, up from the previous range of 7% to 13%. Full Year Adjusted EPS Guidance -- Raised to a range of $1.50 to $1.55, up from the previous range of $1.35 to $1.45 | Earnings call |
| 2026-08-12 | NNN NNN REIT, Inc. | Raised | 2026 AFFO per share midpoint $3.57, acquisitions $750M | Earnings call |
| 2026-08-12 | NICE NICE Ltd. | Raised | Full Year 2026 Non-GAAP EPS Guidance raised to $11.06 to $11.26 | Earnings call |
| 2026-08-12 | NEXN Nexxen International Ltd. | Raised | Contribution ex-TAC guidance raised to $388-$402M (prev $385-$400M); programmatic revenue to $380-$393M (prev $377-$391M) | Earnings release (6-K) |
| 2026-08-12 | MWA Mueller Water Products, Inc. | Raised | Consolidated Net Sales Guidance $1,470 million to $1,480 million for fiscal 2026, narrowed; Adjusted EBITDA Guidance $367 million to $372 million for fiscal 2026, raised | Earnings call |
| 2026-08-12 | MTRN Materion Corporation | Raised | Full-Year Sales Guidance -- Increased to mid | Earnings call |
| 2026-08-12 | MTDR Matador Resources Company | Raised | Full-Year Oil Guidance raised to 127,500-129,000 barrels per day | Earnings call |
| 2026-08-12 | MSI Motorola Solutions, Inc. | Raised | Full-year revenue guidance raised to $12.975B (from $12.8B); non-GAAP EPS $17.62-$17.72 (from $16.87-$16.99); PSI growth 11% (from 8%-9%); S&S growth 11% (from 10%-11%); MCN growth 10%-11% (from 8%-9%) | Earnings call |
| 2026-08-12 | MIRM Mirum Pharmaceuticals, Inc. | Raised | Full Year 2026 Net Product Sales Guidance -- $680 million to $700 million, updated based on strong commercial demand | Earnings call |
| 2026-08-12 | MIAX Miami International Holdings, Inc. | Cut | lowering our full year 2026 adjusted operating expense guidance to between $260 million and $270 million compared to the prior $265 million to $275 million range | Earnings call |
| 2026-08-12 | MGY Magnolia Oil & Gas Corporation | Raised | Full Year Production Guidance 6% growth, increased from the previous standalone guidance of 5% | Earnings call |
| 2026-08-12 | MDLN Medline Inc. | Cut | Adjusted EBITDA Guidance -- $3.3 billion to $3.4 billion for the full fiscal year, a decrease from the previous $3.5 billion to $3.6 billion outlook | Earnings call |
| 2026-08-12 | LLY Eli Lilly and Company | Raised | Full-year revenue guidance raised to $85B-$87B (from $82B-$85B); performance margin 49%-50.5% (raised 2pp at midpoint) | Earnings call |
| 2026-08-12 | LIVN LivaNova PLC | Raised | Full-Year 2026 Revenue Guidance raised to 8%-9% growth; Full-Year 2026 Adjusted Diluted EPS Guidance raised to $4.30-$4.40 | Earnings call |
| 2026-08-12 | LINE Lineage, Inc. | Raised | Same-Store NOI Guidance -- negative 3% to 0%, raised from the previous range of negative 4% to negative 1% | Earnings call |
| 2026-08-12 | LFTO Liftoff Mobile, Inc. | Raised | Q3 FY26 revenue $217-222M; Adj. EBITDA $124-128M; Adj. EBITDA Margin 57-58%. FY26 revenue $870-880M; Adj. EBITDA $510-518M; Adj. EBITDA Margin ~59%. | Earnings release (8-K Item 2.02) |
| 2026-08-12 | LCII LCI Industries | Cut | Full-Year Revenue Guidance -- $3.9 billion to $4.1 billion, updated to reflect the lower industry shipment outlook | Earnings call |
| 2026-08-12 | LAW CS Disco, Inc. | Raised | full year total revenue $172M-$179M, software revenue $147.5M-$152.5M | Earnings call |
| 2026-08-12 | KVYO Klaviyo, Inc. | Raised | raising our full year 2026 revenue guidance by $12 million at the midpoint, now project 2026 revenue between $1.526 billion and $1.534 billion | Earnings call |
| 2026-08-12 | KHC The Kraft Heinz Company | Raised | organic net sales decline narrowed to 0.5%-2.0% from 1.5%-3.5% | Earnings call |
| 2026-08-12 | JOBY Joby Aviation, Inc. | Raised | Full Year Revenue Guidance -- Increased to a range of $115 million to $125 million | Earnings call |
| 2026-08-12 | IRM Iron Mountain Incorporated | Raised | total revenue $7.94B-$8.01B, adjusted EBITDA $2.945B-$2.975B, AFFO $1.76B-$1.78B | Earnings call |
| 2026-08-12 | IONQ IonQ, Inc. | Raised | Full Year Revenue Guidance -- $280 million to $290 million, representing an upward revision | Earnings call |
| 2026-08-12 | INFQ Infleqtion, Inc. | Raised | FY2026 revenue outlook raised to ~$43M | Earnings release (8-K Item 2.02) |
| 2026-08-12 | HST Host Hotels & Resorts, Inc. | Raised | RevPAR growth 4.75%-5.25%; midpoint adjusted EBITDAre $1.83B | Earnings call |
| 2026-08-12 | HPP Hudson Pacific Properties, Inc. | Raised | core FFO per diluted share raised to $1.12-$1.20 from $1.10-$1.18 | Earnings call |
| 2026-08-12 | HONA Honeywell Aerospace Inc. | Cut | Organic sales guidance -- 4% to 5% for the full year, revised down from the previous range of 7% to 9%. Adjusted EBIT guidance -- $4.35 billion to $4.45 billion for the full year on a pro forma standalone basis. Adjusted EPS guidance -- $7.60 to $7.90 for the full fiscal year. | Earnings call |
| 2026-08-12 | HNST The Honest Company, Inc. | Raised | Full year revenue guidance raised to $319M-$325M; Organic revenue growth guidance raised to 5%-7% from 4%-6%; Adjusted EBITDA guidance raised to $23M-$25M | Earnings call |
| 2026-08-12 | HMN Horace Mann Educators Corporation | Raised | core EPS to $4.60-$4.90 | Earnings call |
| 2026-08-12 | HDSN Hudson Technologies, Inc. | Cut | Full-Year Gross Margin Guidance -- Revised to a range of low to mid-20% from a previous target of mid-20% | Earnings call |
| 2026-08-12 | HCC Warrior Met Coal, Inc. | Raised | sales to 13.0-14.0 million short tons; production to 12.5-13.5 million short tons | Earnings call |
| 2026-08-12 | GTM ZoomInfo Technologies Inc. | Raised | FY revenue $1.207B-$1.217B (from $1.185B-$1.205B); adjusted operating income $446M-$451M; unlevered FCF $403M-$423M | Earnings call |
| 2026-08-12 | GNL Global Net Lease, Inc. | Raised | AFFO per share to $0.82-$0.85 (from $0.80-$0.84) | Earnings call |
| 2026-08-12 | GFS GLOBALFOUNDRIES Inc. | Cut | Smart mobile devices full-year 2026 revenue expected to decline by low teens percentage; Q3 revenue guidance $1.885B +/- $25M; Q3 non-IFRS EPS $0.51 | Earnings call |
| 2026-08-12 | GDRX GoodRx Holdings, Inc. | Raised | Full Year Revenue Guidance -- $790 million to $805 million, raised from previous expectations based on the accelerated performance of Pharma Direct and subscriptions. Full Year Adjusted EBITDA Guidance -- $240 million to $250 million, reflecting an improved outlook for profitable growth in the second half of the year. | Earnings call |
| 2026-08-12 | FUBO FuboTV Inc. | Cut | For fiscal 2026, we now expect pro forma adjusted EBITDA of $90 million to $100 million | Earnings call |
| 2026-08-12 | FSLY Fastly, Inc. | Raised | Full-year 2026 revenue guidance raised to $732M-$746M from previous | Earnings call |
| 2026-08-12 | FRPT Freshpet, Inc. | Raised | 2026 Net Sales Guidance -- 10% to 12% growth, raised from the previous range of 8% to 11% | Earnings call |
| 2026-08-12 | FLUT Flutter Entertainment plc | Cut | Full Year Revenue Midpoint -- $17.91 billion, updated to reflect trading trends and current foreign exchange rates | Earnings call |
| 2026-08-12 | FLNC Fluence Energy, Inc. | Cut | Fiscal 2026 revenue guidance cut to $2.9B-$3.1B from previous; Adjusted EBITDA guidance cut to -$30M to +$10M | Earnings call |
| 2026-08-12 | FIG Figma, Inc. | Raised | full year revenue $1.463B-$1.467B; Q3 revenue $373M-$375M | Earnings call |
| 2026-08-12 | EXPE Expedia Group, Inc. | Raised | Full-year 2026 revenue guidance raised to $16.05B-$16.22B; Gross bookings guidance raised to $129.5B-$130.8B | Earnings call |
| 2026-08-12 | EXEL Exelixis, Inc. | Cut | FY 2026 total revenue guidance lowered to $2.500B-$2.550B from previous; R&D expense guidance reduced to $825M-$875M from $875M-$925M | Earnings call |
| 2026-08-12 | EVGO EVgo, Inc. | Cut | 2026 Revenue Guidance -- $400 million to $430 million, incorporating downwardly revised vehicle-in-operation forecasts | Earnings call |
| 2026-08-12 | ENVX Enovix Corporation | Raised | Q3 2026 revenue guidance of $9.0-$10.0M, up 13%-25% YoY; Q2 revenue at high end of guidance | Earnings release (8-K Item 2.02) |
| 2026-08-12 | ELF e.l.f. Beauty, Inc. | Raised | net sales $1.938B-$1.968B; adjusted EBITDA $401M-$407M; adjusted EPS $3.50-$3.55 | Earnings call |
| 2026-08-12 | ELAN Elanco Animal Health Incorporated | Raised | Full Year Revenue Guidance raised to $5.09B-$5.14B; Full Year Adjusted EBITDA Guidance increased to $1.01B-$1.035B; Full Year Adjusted EPS Guidance raised to $1.10-$1.16 | Earnings call |
| 2026-08-12 | EHC Encompass Health Corporation | Raised | revenue $6.41B-$6.49B; adjusted EBITDA $1.365B-$1.395B; adjusted EPS $6.02-$6.25 | Earnings call |
| 2026-08-12 | EE Excelerate Energy, Inc. | Raised | 2026 Adjusted EBITDA $490M-$515M; Committed Growth Capital $380M-$400M; Maintenance CapEx $85M-$95M | Earnings call |
| 2026-08-12 | ECVT Ecovyst Inc. | Raised | full year 2026 sales of $1.02 billion to $1.06 billion, up from our prior guidance, which excluded Calabrian of $890 million to $970 million | Earnings call |
| 2026-08-12 | EBS Emergent BioSolutions Inc. | Cut | total revenue $645M-$675M (from $720M-$760M); adjusted EBITDA $130M-$150M; GAAP net loss $245M-$225M | Earnings call |
| 2026-08-12 | DUOL Duolingo, Inc. | Raised | Full-Year Bookings Guidance -- 10% to 12% growth; Full-Year Revenue Guidance -- 15% to 18% growth; Adjusted EBITDA Target increased to 26.5% from 25%; Full-Year Adjusted EBITDA approximately $320 million; Free Cash Flow over $375 million expected | Earnings call |
| 2026-08-12 | DT Dynatrace, Inc. | Raised | Fiscal 2027 ARR guidance $2.359B-$2.379B (15.5%-16.5% constant currency growth); revenue guidance $2.306B-$2.320B; non-GAAP operating margin guidance 29.5%-29.75% | Earnings call |
| 2026-08-12 | DIS The Walt Disney Company | Raised | Fiscal 2026 adjusted EPS growth 12% excluding 53rd week, 16% including; Experiences operating income high end of high-single-digit growth | Earnings call |
| 2026-08-12 | DGII Digi International Inc. | Raised | Full year 2026 revenue guidance raised to $529M-$533M; Adjusted EBITDA guidance raised to $146M-$147.5M; ARR growth guidance raised to at least 27% from 25% | Earnings call |
| 2026-08-12 | DAVE Dave Inc. | Raised | Revenue guidance raised to $725M-$735M from $710M-$720M; Adjusted EBITDA guidance raised to $315M-$325M from $305M-$315M; Adjusted Diluted EPS guidance raised to $17.00-$17.50 from $16.25-$16.75 for full year 2026 | Earnings call |
| 2026-08-12 | CXT Crane NXT, Co. | Raised | adjusted EPS to $4.22-$4.42 | Earnings call |
| 2026-08-12 | CWK Cushman & Wakefield Limited | Raised | 2026 EPS Guidance 18%-23% growth; 2026 Revenue Guidance 6%-8% growth | Earnings call |
| 2026-08-12 | CWEN Clearway Energy, Inc. | Cut | 2026 CAFD guidance cut to $430M-$470M from $470M-$510M | Earnings call |
| 2026-08-12 | CW Curtiss-Wright Corporation | Raised | Full-Year Sales Growth 8%-9%, Adjusted Diluted EPS $15.10-$15.40, Free Cash Flow $585M-$605M | Earnings call |
| 2026-08-12 | CVS CVS Health Corporation | Raised | Full Year 2026 Adjusted EPS Guidance $7.90-$8.10; Full Year 2026 Revenue Guidance at least $414B; Full Year 2026 Cash Flow Guidance at least $11.5B | Earnings call |
| 2026-08-12 | CTKB Cytek Biosciences, Inc. | Raised | Revenue guidance raised to $207M-$212M for full year 2026 | Earnings call |
| 2026-08-12 | CRL Charles River Laboratories International, Inc. | Raised | Full Year Revenue Guidance reported decline 3.5%-2.5%, organic flat to 1%; Full Year Non-GAAP EPS Guidance $11.15-$11.45; Free Cash Flow Guidance $400M-$420M | Earnings call |
| 2026-08-12 | CRCL Circle Internet Group | Raised | FY 2026 Other Revenue Guidance -- $310 million to $330 million, raised from the previous range of $150 million to $170 million | Earnings call |
| 2026-08-12 | CPRI Capri Holdings Limited | Cut | now anticipate revenue of approximately $3.4 billion | Earnings call |
| 2026-08-12 | CPAY Corpay, Inc. | Raised | Fiscal Year 2026 Revenue Guidance $5.29 billion to $5.33 billion; Fiscal Year 2026 Adjusted EPS Guidance $27.15 to $27.55 | Earnings call |
| 2026-08-12 | COR Cencora, Inc. | Raised | Adjusted EPS Guidance $17.75-$17.95 for fiscal year 2026 | Earnings call |
| 2026-08-12 | CMP Compass Minerals International, Inc. | Raised | consolidated adjusted EBITDA midpoint to $230 million, range $218M-$242M; Plant Nutrition segment adjusted EBITDA to $49M-$57M | Earnings call |
| 2026-08-12 | CLOV Clover Health Investments, Corp. | Raised | FY 2026 Revenue Guidance -- $2.92 billion to $3 billion, increased from $2.81 billion to $2.92 billion; FY 2026 Adjusted EBITDA Guidance -- $70 million to $85 million, raised from $50 million to $70 million; FY 2026 GAAP Net Income Guidance -- $20 million to $35 million, increased from $0 to $20 million; FY 2026 Consolidated Gross Profit Guidance -- $525 million to $555 million | Earnings call |
| 2026-08-12 | CHH Choice Hotels International, Inc. | Raised | Full Year Adjusted EBITDA Guidance $635M-$650M; Full Year Adjusted Diluted EPS Guidance $6.86-$7.10; Full Year RevPAR Guidance 0%-1.25% US, 0%-1% global | Earnings call |
| 2026-08-12 | CDRE Cadre Holdings, Inc. | Raised | Full-Year Revenue Guidance $749 million to $769 million; Full-Year Adjusted EBITDA Guidance $139 million to $144 million | Earnings call |
| 2026-08-12 | CBRS Cerebras Systems Inc. | Raised | FY2026 core revenue raised to $880-890M (from prior $855-865M); core gross margin 41-43% (from 38-41%) | Earnings release (8-K Item 2.02) |
| 2026-08-12 | BWA BorgWarner Inc. | Raised | 2026 adjusted EPS guidance raised to $5.05-$5.30 (from $5.00-$5.20); sales guidance $14.0B-$14.3B; adjusted operating margin 10.7%-10.9% | Earnings call |
| 2026-08-12 | BLMN Bloomin' Brands, Inc. | Raised | Full-Year 2026 Adjusted EPS Guidance -- $0.90 to $1.00, raised from previous guidance of $0.75 to $0.90 | Earnings call |
| 2026-08-12 | BETA BETA Technologies, Inc. | Raised | Full Year Revenue Guidance raised to $42 million to $50 million | Earnings call |
| 2026-08-12 | BCRX BioCryst Pharmaceuticals, Inc. | Raised | total revenue $690M-$715M from $635M-$660M | Earnings call |
| 2026-08-12 | BBSI Barrett Business Services, Inc. | Cut | gross billings to increase between 3% and 4% for the year compared to our prior 3% to 5% outlook. And we additionally expect average WSE growth to increase between 2% and 3% compared to our prior 2% to 4% range. We expect gross margin as a percentage of gross billings to be between 2.7% and 2.75% compared to our prior range of 2.7% to 2.85%. | Earnings call |
| 2026-08-12 | ATEN A10 Networks, Inc. | Raised | Full-Year Revenue Guidance 12% to 14% growth; Full-Year EPS Guidance 14% to 16% growth | Earnings call |
| 2026-08-12 | ASTE Astec Industries, Inc. | Cut | adjusted EBITDA $160M-$175M from $170M-$190M | Earnings call |
| 2026-08-12 | ARRY Array Technologies, Inc. | Raised | Full Year Revenue Guidance $1.4 billion to $1.5 billion; Full Year Adjusted EBITDA Guidance raised to $210 million to $230 million; Full Year Adjusted EPS Guidance raised to $0.68 to $0.75 | Earnings call |
| 2026-08-12 | ARQT Arcutis Biotherapeutics, Inc. | Raised | Full-Year 2026 Sales Guidance raised to $525 million to $540 million | Earnings call |
| 2026-08-12 | AROC Archrock, Inc. | Cut | Full Year 2026 Adjusted EBITDA Guidance narrowed from $865M-$915M to $865M-$885M | Earnings call |
| 2026-08-12 | APLE Apple Hospitality REIT, Inc. | Raised | FY 2026 RevPAR Guidance 2.25% to 4.25%; FY 2026 Adjusted Hotel EBITDA Margin Guidance 33.7% to 34.7% | Earnings call |
| 2026-08-12 | AMPL Amplitude, Inc. | Raised | Full-Year 2026 Revenue expectations raised to $407.2 million to $411.2 million; non-GAAP operating income $6.3 million to $9.3 million | Earnings call |
| 2026-08-12 | AGL agilon health, inc. | Raised | FY 2026 Revenue $5.78B-$5.86B, Adjusted EBITDA $75M-$95M, Medical Margin $465M-$505M; Q3 Revenue $1.45B-$1.48B | Earnings call |
| 2026-08-12 | ADNT Adient plc | Raised | full-year revenue $15B | Earnings call |
| 2026-08-12 | ACIC American Coastal Insurance Corporation | Cut | Full Year Revenue Guidance revised downward to $300 million to $320 million | Earnings call |
| 2026-08-11 | ZETA Zeta Global Holdings Corp. | Raised | Fiscal Year 2026 Revenue Guidance $1.811B-$1.824B (up $33M at midpoint); Adjusted EBITDA $404.1M-$406.3M; Free Cash Flow $254.8M-$255.8M; GAAP EPS $0.09-$0.11 | Earnings call |
| 2026-08-11 | ZBRA Zebra Technologies Corporation | Raised | Full Year Sales Guidance raised 3 percentage points at the midpoint from previous outlooks | Earnings call |
| 2026-08-11 | XMTR Xometry, Inc. | Raised | Q3 2026 Revenue Guidance -- $234 million to $236 million, projecting 30% to 31% year-over-year growth. Full Year 2026 Revenue Guidance -- 33% to 34% growth, raised from previous expectations of 27% to 28%. Full Year 2026 Adjusted EBITDA Guidance -- $60 million to $62 million. | Earnings call |
| 2026-08-11 | WK Workiva Inc. | Raised | Full Year 2026 Revenue Guidance -- Total revenue is projected to range from $1.040 billion to $1.044 billion; Full Year 2026 Margin Guidance -- raised the full year non-GAAP operating margin outlook to 18%; Free Cash Flow Outlook -- raised 100 basis points to approximately 21% | Earnings call |
| 2026-08-11 | WAT Waters Corporation | Raised | Revenue guidance raised to 7%-9% organic growth; EPS guidance raised to $14.45-$14.65 | Earnings call |
| 2026-08-11 | VNO Vornado Realty Trust | Raised | Full-year comparable FFO higher than 2025; occupancy expected north of 93% by year-end | Earnings call |
| 2026-08-11 | USNA USANA Health Sciences, Inc. | Cut | Fiscal 2026 Consolidated Sales Guidance revised downward from $925M-$1B to $910M; Adjusted Diluted EPS from $1.95-$2.29 to $0.76; Adjusted EBITDA from $101M-$109M to $87M | Earnings call |
| 2026-08-11 | TRVG trivago N.V. | Raised | Full year guidance increased to mid-teens percentage total revenue growth and adjusted EBITDA around €30 million | Earnings call |
| 2026-08-11 | TREX Trex Company, Inc. | Raised | Full Year 2026 Net Sales Guidance -- $1.215 billion to $1.25 billion. Full Year 2026 Adjusted EBITDA Guidance -- $335 million to $350 million. Q3 2026 Net Sales Guidance -- $305 million to $320 million. | Earnings call |
| 2026-08-11 | TOST Toast, Inc. | Raised | Q3 2026 Recurring Gross Profit Guidance: $615M-$625M (22%-24% growth); Full Year 2026 Recurring Gross Profit Guidance: $2.325B-$2.355B (raised); Full Year 2026 Adjusted EBITDA Guidance: $805M-$825M | Earnings call |
| 2026-08-11 | TMDX TransMedics Group, Inc. | Raised | Full-Year Revenue Guidance: $737M-$757M (22%-25% growth); Adjusted Operating Margin Guidance: 12.5%-14% (adjusted down from 16%) | Earnings call |
| 2026-08-11 | TKR The Timken Company | Raised | Full-year revenue growth 5%-6%; organic sales 3.5% at midpoint; adjusted EPS $6.05-$6.35; free cash flow $375M-$400M | Earnings call |
| 2026-08-11 | TDG TransDigm Group Incorporated | Raised | Revenue guidance raised to $10.51B midpoint; EBITDA guidance raised to $5.52B midpoint; EPS guidance raised to $41.04 midpoint; FCF guidance raised to $2.6B | Earnings call |
| 2026-08-11 | TDC Teradata Corporation | Raised | Fiscal 2026 Non-GAAP EPS Guidance increased to $2.65-$2.73; Fiscal 2026 Adjusted Free Cash Flow Guidance increased to $330M-$350M | Earnings call |
| 2026-08-11 | TBI TrueBlue, Inc. | Raised | Q3 revenue growth 7%-11%; PeopleReady 11%-15%; PeopleManagement 3%-8%; PeopleSolutions -6% to +3% | Earnings call |
| 2026-08-11 | TALO Talos Energy Inc. | Raised | Third quarter oil production: 61,000-65,000 bpd; total production: 81,000-85,000 boe/d (guidance raised despite divestiture) | Earnings call |
| 2026-08-11 | SYY Sysco Corporation | Raised | Revenue guidance 6%-7% growth; EPS guidance 9%-11% growth | Earnings call |
| 2026-08-11 | SWIM Latham Group, Inc. | Raised | Full-Year Net Sales Guidance raised to $600 million to $620 million; Full-Year Adjusted EBITDA Guidance raised to $110 million to $120 million | Earnings call |
| 2026-08-11 | SRTA Strata Critical Medical, Inc. | Raised | Full-Year 2026 Revenue Guidance -- $285 million to $295 million, increased from the previous range of $260 million to $275 million. Full-Year 2026 Adjusted EBITDA Guidance -- $33 million to $35 million, raised from the previous range of $29 million to $33 million. | Earnings call |
| 2026-08-11 | SKT Tanger Inc. | Raised | Core FFO Guidance raised to $2.45 to $2.52 per share from $2.42 to $2.50; Same-Center NOI Guidance low end raised to 2.75% from 2.25% | Earnings call |
| 2026-08-11 | SEAT Vivid Seats Inc. | Raised | Marketplace GOV Guidance $2.3 billion to $2.6 billion for fiscal year 2026 (revised upward from a previous floor of $2.2 billion); Adjusted EBITDA Guidance $34 million to $40 million for fiscal year 2026 (narrowed from $30 million to $40 million) | Earnings call |
| 2026-08-11 | RVTY Revvity, Inc. | Raised | full-year guidance raised to 28.7% adjusted operating margin | Earnings call |
| 2026-08-11 | ROK Rockwell Automation, Inc. | Raised | Full-year sales growth 7.5%-9.5%; adjusted EPS $13.00-$13.30 | Earnings call |
| 2026-08-11 | RIGL Rigel Pharmaceuticals, Inc. | Raised | 2026 Revenue Guidance: $285M-$295M (increased and narrowed from $275M-$290M); Net Product Sales Guidance: $255M-$265M; Contract Revenue Guidance: $30M (raised from $20M-$25M) | Earnings call |
| 2026-08-11 | RBA RB Global, Inc. | Raised | 2026 GTV Growth Guidance raised to 9% to 11% from 6% to 9%; 2026 Adjusted EBITDA Guidance raised to $1.495 billion to $1.545 billion | Earnings call |
| 2026-08-11 | QNT Quantinuum Inc. | Raised | FY2026 revenue expected to be in the range of $28 to $32 million | Earnings release (8-K Item 2.02) |
| 2026-08-11 | QLYS Qualys, Inc. | Raised | Full Year 2026 Revenue Guidance: $732M-$738M (raised from $721M-$727M); Full Year 2026 EPS Guidance: $7.74-$7.88 (raised from $7.44-$7.65) | Earnings call |
| 2026-08-11 | PSTL Postal Realty Trust, Inc. | Raised | 2026 Acquisition Guidance: $150M-$160M (increased by $20M); 2026 AFFO Guidance: $1.41-$1.43 per diluted share (7.6% YoY growth at midpoint) | Earnings call |
| 2026-08-11 | PLMR Palomar Holdings, Inc. | Raised | Full Year Adjusted Net Income Guidance: $270M-$280M (~27% growth at midpoint); Full Year Crop GWP Guidance: >$400M (up from ~$320M) | Earnings call |
| 2026-08-11 | PINS Pinterest, Inc. | Raised | Full Year 2026 adjusted EBITDA margin guidance raised to ~30% from 29% | Earnings call |
| 2026-08-11 | PFE Pfizer Inc. | Raised | Revenue guidance raised to $60.5B-$62.5B | Earnings call |
| 2026-08-11 | PCTY Paylocity Holding Corporation | Raised | Fiscal 2027 Revenue Guidance: $1.880B-$1.895B (~7% growth); Fiscal 2027 Adjusted EBITDA Guidance: $690M-$700M | Earnings call |
| 2026-08-11 | PACS PACS Group, Inc. | Raised | Full Year Revenue Guidance: $5.75B-$5.85B (up $100M at both ends); Full Year Adjusted EBITDA Guidance: $640M-$660M (up from $605M-$625M) | Earnings call |
| 2026-08-11 | OSPN OneSpan Inc. | Raised | Full-Year Revenue Guidance -- $248 million to $252 million, an increase from the previous range of $244 million to $249 million due to higher consumption in the e-signature business. Full-Year Adjusted EBITDA Guidance -- $67 million to $71 million, raised from the previous range of $64 million to $68 million. | Earnings call |
| 2026-08-11 | OGS ONE Gas, Inc. | Raised | Full-Year 2026 Guidance raised to $310 million to $314 million for adjusted net income and $4.89 to $4.95 for adjusted EPS | Earnings call |
| 2026-08-11 | NXRT NexPoint Residential Trust, Inc. | Cut | Same-Store Revenue full year guidance lowered by 90 basis points to 0.2% growth midpoint | Earnings call |
| 2026-08-11 | NXDR Nextdoor Holdings, Inc. | Raised | Q3 2026 Revenue Guidance -- $76 million to $78 million, reflecting continued positive momentum. Full Year 2026 Revenue Outlook -- Raised to low-teens year-over-year growth based on year-to-date outperformance. | Earnings call |
| 2026-08-11 | NPO Enpro Inc. | Raised | Full-year revenue growth 14%-16%; adjusted EBITDA $330M-$340M; adjusted diluted EPS $9.30-$9.80 | Earnings call |
| 2026-08-11 | NPCE NeuroPace, Inc. | Raised | FY2026 total revenue guidance raised to $99.5M-$101.5M (from $99M-$101M); non-GAAP gross margin raised to 82%-83% (from 81.5%-82.5%); adjusted EBITDA improved to ($7.5M)-($8.5M). | Earnings release (8-K Item 2.02) |
| 2026-08-11 | MYPS PLAYSTUDIOS, Inc. | Cut | Reassessing growth investments; reducing scope of Tetris Block Party and playSWEEPS; prioritizing profitability and cash generation | Earnings release (8-K) |
| 2026-08-11 | MRK Merck & Co., Inc. | Raised | Revenue guidance raised to $66.3B-$67.3B; EPS guidance $2.66-$2.76 | Earnings call |
| 2026-08-11 | MOS The Mosaic Company | Cut | Q3 phosphate sales 1.1-1.4M tonnes; potash sales 2.0-2.2M tonnes; working capital release $300M-$500M | Earnings call |
| 2026-08-11 | METC Ramaco Resources, Inc. | Cut | 2026 Production Guidance revised downward from 3.7-4.1 million tons to 3.6-3.9 million tons; 2026 Sales Guidance lowered from 4.1-4.5 million tons to 4.0-4.3 million tons | Earnings call |
| 2026-08-11 | MEC Mayville Engineering Company, Inc. | Raised | Full-Year Revenue Guidance raised to $620 million to $650 million | Earnings call |
| 2026-08-11 | KTOS Kratos Defense & Security Solutions, Inc. | Raised | Full Year 2026 Revenue Guidance -- $1.750 billion to $1.810 billion, reflecting an increase in forecasted organic growth to 18% to 23%. | Earnings call |
| 2026-08-11 | KIDS OrthoPediatrics Corp. | Raised | Revenue Guidance -- $265 million to $269 million for the full year 2026, raised from the previous range of $263 million to $267 million. | Earnings call |
| 2026-08-11 | KAI Kadant Inc. | Raised | Full-Year 2026 Revenue Guidance raised to $1.190 billion to $1.210 billion from $1.178 billion to $1.203 billion; Full-Year 2026 Adjusted EPS Guidance raised to $12.43 to $12.68 | Earnings call |
| 2026-08-11 | JAN Janus Living, Inc. | Raised | Full-Year FFO Guidance $0.95 to $0.98 per share; Same-Store NOI Guidance 13% to 17% | Earnings call |
| 2026-08-11 | IT Gartner, Inc. | Raised | FY26 Adjusted EBITDA excluding divested operation, Adjusted EPS, and free cash flow guidance raised (specific numbers not provided in excerpt) | Earnings call |
| 2026-08-11 | IDXX IDEXX Laboratories, Inc. | Raised | Full Year EPS Guidance increased by $0.14 per share at the midpoint from previous estimates | Earnings call |
| 2026-08-11 | HSIC Henry Schein, Inc. | Raised | Full Year 2026 Non-GAAP EPS Guidance raised to $5.29-$5.39 | Earnings call |
| 2026-08-11 | HSHP Himalaya Shipping Ltd. | Raised | Positive outlook; expects continued ton-mile growth; no specific numerical guidance provided. | Earnings release (6-K) |
| 2026-08-11 | HRB H&R Block, Inc. | Raised | FY2027 revenue $4.11-4.16B, Adj. EBITDA $1.11-1.14B, Adj. EPS $6.04-6.24 | Earnings release (8-K Item 2.02) |
| 2026-08-11 | HNGE Hinge Health, Inc. | Raised | Full-Year 2026 Revenue Guidance -- $856 million to $860 million, raised from previous expectations to reflect 46% growth at the midpoint. Full-Year 2026 Profitability Guidance -- $236 million to $244 million in non-GAAP income from operations, representing a 28% operating margin. | Earnings call |
| 2026-08-11 | GWW W.W. Grainger, Inc. | Raised | Net sales $19.4B-$19.7B; adjusted EPS $45.50-$47.25; operating margin 15.8%-16.2% | Earnings call |
| 2026-08-11 | FWRG First Watch Restaurant Group, Inc. | Raised | Updated Revenue Guidance -- 12.5% to 14% growth for the full year, raised from the previous range of 12% to 14%. Updated Same-Restaurant Sales Guidance -- 1.5% to 3% for the full year, increasing the low end of the prior 1% to 3% range. | Earnings call |
| 2026-08-11 | FTK FLOTEK INDUSTRIES INC/CN/ | Raised | 2026 Revenue Guidance $340 million to $350 million; 2026 Adjusted EBITDA Guidance $47 million to $51 million | Earnings call |
| 2026-08-11 | FLY Firefly Aerospace Inc. | Raised | Full-year 2026 revenue guidance of $420M-$450M | Earnings release (8-K Item 2.02) |
| 2026-08-11 | FIS Fidelity National Information Services, Inc. | Raised | FY26 adjusted revenue growth 29-30%; FY26 adjusted EBITDA growth 32-34%; FY26 adjusted EPS growth 7.0-8.5%; FY26 pro forma revenue growth 4.5-5.0% (prior 5.1-5.7%); FY26 pro forma adjusted EBITDA growth 5.9-6.9% (prior 7.2-8.4%); FY26 free cash flow raised to $2,150-$2,250M (prior $2,050-$2,150M); Q3 2026 revenue $3,415-$3,445M; Q3 2026 adjusted EBITDA $1,460-$1,480M; Q3 2026 adjusted EPS $1.58-$1 | Earnings call |
| 2026-08-11 | EVTC EVERTEC, Inc. | Raised | Full-Year 2026 Revenue Guidance raised to $1.085B-$1.095B; Full-Year 2026 Adjusted EPS Guidance raised to $3.94-$4.04 | Earnings call |
| 2026-08-11 | EROC ERock, Inc. | Raised | FY2026 Revenue $435M-$465M (midpoint ~2.5x YoY growth); Adjusted EBITDA $3M-$9M | Earnings release (8-K Item 2.02) |
| 2026-08-11 | ENR Energizer Holdings, Inc. | Cut | Future year Section 45X credits expected $55-65M; Project Momentum savings $20-25M; tariff mitigation cost avoidance $10-15M | Earnings call |
| 2026-08-11 | EMR Emerson Electric Co. | Raised | Full year guidance raised for sales, EPS and cash flow; Full year GAAP sales growth 5%, underlying sales growth 3.5%; Adjusted EPS approximately $6.55; Free cash flow approximately $3.6 billion | Earnings call |
| 2026-08-11 | ECG Everus Construction Group, Inc. | Raised | Full-Year Revenue Guidance raised to $4.5 billion to $4.7 billion from $4.3 billion to $4.4 billion; Full-Year EBITDA Guidance raised to $410 million to $425 million from $345 million to $360 million; Full-Year CapEx Guidance $90 million to $100 million | Earnings call |
| 2026-08-11 | DPC DPC Holdings PLC | Raised | Full Year 2026 Guidance initiated (details in press release exhibit, not fully quoted in excerpt) | Earnings release (8-K Item 2.02) |
| 2026-08-11 | DOCN DigitalOcean Holdings, Inc. | Raised | Q3 2026 revenue $304M-$307M; full-year $1.17B-$1.18B; 2027 revenue growth 50%+ | Earnings call |
| 2026-08-11 | DOC Healthpeak Properties, Inc. | Raised | Full year 2026 FFO $1.73-$1.77 per share; same-store cash NOI 0%-1.5% | Earnings call |
| 2026-08-11 | DEI Douglas Emmett, Inc. | Cut | 2026 Occupancy Guidance -- 75% to 77% for the office portfolio, revised downward; 2026 FFO Guidance -- $1.39 to $1.43 per fully diluted share | Earnings call |
| 2026-08-11 | DD DuPont de Nemours, Inc. | Raised | FY26 net sales raised to $7.16-7.19B; operating EBITDA raised to $1.75-1.77B; adjusted EPS raised to $7.17-7.32; organic sales growth expected slightly above 4% | Earnings call |
| 2026-08-11 | CMI Cummins Inc. | Raised | Engine revenue up 9%-14%; Components revenue up 8%-13%; Power Systems revenue up 14%-19%; Accelera revenue $350M-$400M | Earnings call |
| 2026-08-11 | CALY Callaway Golf Company | Raised | Full Year 2026 Revenue Guidance raised to $2.045B-$2.070B; Full Year 2026 Adjusted EBITDA Guidance increased to $246M-$260M | Earnings call |
| 2026-08-11 | BV BrightView Holdings, Inc. | Cut | 2026 Adjusted EBITDA Guidance -- $340 million to $345 million, revised downward; 2026 Adjusted Free Cash Flow Guidance -- $70 million to $80 million, updated from previous estimates | Earnings call |
| 2026-08-11 | ARDT Ardent Health, Inc. | Cut | Revenue Guidance -- $6.4 billion to $6.7 billion for the full year 2026, with management signaling a bias toward the lower end of the range. Net Income Guidance -- $110 million to $163 million for 2026, revised downward from the previous range of $129 million to $183 million. | Earnings call |
| 2026-08-11 | APTV Aptiv PLC | Cut | Full Year Revenue Guidance lowered by $300 million at the midpoint to $12.6-$12.8 billion | Earnings call |
| 2026-08-11 | APPS Digital Turbine, Inc. | Raised | Fiscal 2027 Revenue Guidance raised to $650M-$670M; Fiscal 2027 Adjusted EBITDA Guidance raised to $145M-$155M | Earnings call |
| 2026-08-11 | ANET Arista Networks, Inc. | Raised | Q3 2026 revenue ~$3.3B; non-GAAP operating margins 48%-49% | Earnings call |
| 2026-08-11 | AMGN Amgen Inc. | Raised | FY 2026 Revenue Guidance raised to $38.2B-$39.4B; FY 2026 Non-GAAP EPS Guidance updated to $22.30-$23.50 | Earnings call |
| 2026-08-11 | AME AMETEK, Inc. | Raised | FY26 adjusted EPS raised to $8.20-8.30 from $7.94-8.14; FY26 sales +~10% YoY; Q3 adjusted EPS $2.08-2.10 (+10-11% YoY); Q3 sales +high single digits YoY | Earnings call |
| 2026-08-11 | AMD Advanced Micro Devices, Inc. | Raised | Q3 2026 revenue ~$13B; non-GAAP gross margin ~56%; 2027 data center revenue more than double YoY; server CPU growth >70% YoY | Earnings call |
| 2026-08-11 | AMBQ Ambiq Micro, Inc. | Raised | Full-year net sales ~$135M; Q3 revenue $36M-$37M | Earnings call |
| 2026-08-11 | AIZ Assurant, Inc. | Raised | Full-year adjusted EBITDA mid-single-digit growth revised upward; Global Lifestyle low double-digit growth | Earnings call |
| 2026-08-11 | AHCO AdaptHealth Corp. | Cut | Full Year Adjusted EBITDA Guidance revised downward from $680-$730 million to $490-$520 million | Earnings call |
| 2026-08-11 | ADM Archer-Daniels-Midland Company | Raised | FY2026 adjusted EPS guidance raised to $5.15-$5.60 from $4.15-$4.70 | Earnings call |
| 2026-08-11 | ACAD ACADIA Pharmaceuticals Inc. | Raised | DAYBUE 2026 Sales Guidance raised to $480M-$510M from $460M-$490M; Total 2026 Revenue Guidance updated to $1.24B-$1.30B | Earnings call |
| 2026-08-10 | WMB The Williams Companies, Inc. | Raised | 2026 Adjusted EBITDA Guidance increased by $200 million at the midpoint to $8.3-$8.5 billion | Earnings call |
| 2026-08-10 | WHR Whirlpool Corporation | Cut | Full-year ongoing EPS guidance updated to $2.50-$3.00 from previous targets; interest expense guidance increased from $300M to $350M | Earnings call |
| 2026-08-10 | VVX V2X, Inc. | Raised | Full-year revenue guidance increased from $4.825B-$4.975B to $4.875B-$5.025B; adjusted EBITDA guidance raised from $345M-$360M to $347.5M-$362.5M; adjusted diluted EPS guidance increased from $5.75-$6.15 to $5.90-$6.30 | Earnings call |
| 2026-08-10 | VTS Vitesse Energy, Inc. | Raised | Annual production guidance narrowed from 16,000-17,500 to 16,300-17,200 boe/d; oil content guidance tightened from 60%-64% to 60%-62%; annual capex guidance raised lower end from $50M-$80M to $65M-$80M | Earnings call |
| 2026-08-10 | VRTX Vertex Pharmaceuticals Incorporated | Raised | Full year 2026 revenue guidance raised to $13.1 billion to $13.2 billion | Earnings call |
| 2026-08-10 | VOYG Voyager Technologies, Inc. | Raised | FY 2026 revenue guidance raised to $275 million to $305 million | Earnings call |
| 2026-08-10 | VNOM Viper Energy, Inc. | Raised | Full year 2026 production guidance increased to 66,000 to 67,250 bo/d | Earnings call |
| 2026-08-10 | VERX Vertex, Inc. | Raised | Full-year revenue guidance narrowed to $825 million to $830 million; full-year adjusted EBITDA guidance raised to $206 million to $210 million | Earnings call |
| 2026-08-10 | TWST Twist Bioscience Corporation | Raised | Fiscal 2026 revenue guidance raised to $456 million to $457 million | Earnings call |
| 2026-08-10 | TTEC TTEC Holdings, Inc. | Cut | Revised full year 2026 outlook for Engage segment | Earnings release (8-K) |
| 2026-08-10 | TKO TKO Group Holdings, Inc. | Raised | Full Year Revenue Guidance raised from $5,675-$5,775 million to $5,775-$5,825 million; Full Year Adjusted EBITDA Guidance raised from $2,240-$2,290 million to $2,275-$2,305 million | Earnings call |
| 2026-08-10 | TGTX TG Therapeutics, Inc. | Raised | Full year U.S. revenue guidance raised to $890 million to $905 million; full year global revenue guidance raised to $950 million | Earnings call |
| 2026-08-10 | TDW Tidewater Inc. | Cut | Full Year Revenue Guidance revised from previous levels to $1.42 billion to $1.47 billion | Earnings call |
| 2026-08-10 | STRL Sterling Infrastructure, Inc. | Raised | Full-year revenue $4B-$4.15B, adjusted diluted EPS $19.70-$20.30, adjusted EBITDA $891M-$916M | Earnings call |
| 2026-08-10 | SIBN SI-BONE, Inc. | Raised | Updated 2026 revenue guidance (not explicitly quantified in excerpt) | Earnings call |
| 2026-08-10 | SDRL Seadrill Limited | Raised | Full year revenue guidance raised to $1.5 billion to $1.55 billion; full year EBITDA guidance raised to $420 million to $450 million | Earnings call |
| 2026-08-10 | RUM Rumble Inc. | Raised | Q3 2026 revenue guidance $87M to $93M (midpoint $90M vs Q2 $40.4M, implying ~123% QoQ growth) | Earnings release (8-K) |
| 2026-08-10 | RDNT RadNet, Inc. | Raised | RadNet revises upwards 2026 Imaging Center guidance for Revenue, Adjusted EBITDA, and Free Cash Flow; reaffirms Digital Health guidance ranges. | Earnings release (8-K) |
| 2026-08-10 | PLTR Palantir Technologies Inc. | Raised | Revenue guidance raised to in excess of $3.424 billion for 2026; full year 2026 revenue guidance midpoint raised to $8.154 billion | Earnings call |
| 2026-08-10 | PLOW Douglas Dynamics, Inc. | Raised | Full Year 2026 Revenue Guidance: $765 million to $805 million, raised from $750 million to $795 million. Full Year 2026 Adjusted EBITDA Guidance: $120 million to $135 million, 8.5% increase at midpoint. Full Year 2026 Adjusted EPS Guidance: $2.90 to $3.40, 12.5% increase at midpoint. | Earnings call |
| 2026-08-10 | PAY Paymentus Holdings, Inc. | Raised | Full year revenue guidance raised to $1.443 billion-$1.458 billion; full year adjusted EBITDA guidance raised to $175 million-$185 million | Earnings call |
| 2026-08-10 | OTTR Otter Tail Corporation | Raised | Full-Year 2026 Adjusted EPS Guidance: $5.68 to $6.08, increased from $5.22 to $5.62. | Earnings call |
| 2026-08-10 | OKE ONEOK, Inc. | Raised | Full-year net income guidance increased to a midpoint of $3.6 billion; full-year adjusted EBITDA guidance raised to a midpoint of $8.35 billion | Earnings call |
| 2026-08-10 | NUS Nu Skin Enterprises, Inc. | Cut | Full-year 2026 revenue guidance $1.28-$1.35B (down 14%-9% YoY); adjusted EPS $0.70-$0.90 | Earnings release (8-K Item 2.02) |
| 2026-08-10 | NJR New Jersey Resources Corporation | Raised | Fiscal 2026 NFEPS guidance tightened to $3.52-$3.62 per share, representing an increase to the midpoint from previous range of $3.48-$3.63 | Earnings call |
| 2026-08-10 | NIQ NIQ Global Intelligence plc | Raised | OCC revenue growth 5.2%-5.6%; Adjusted EBITDA margin 23.5%-23.9%; levered free cash flow $245M-$255M | Earnings release (8-K Item 2.02) |
| 2026-08-10 | MAR Marriott International, Inc. | Raised | Full year adjusted EBITDA guidance raised to $5.97 billion to $6.03 billion (11%-12% increase); adjusted diluted EPS growth expected between 16% and 18% | Earnings call |
| 2026-08-10 | LIND Lindblad Expeditions Holdings, Inc. | Raised | Full year 2026 revenue $830M-$860M, net yield growth 4.5%-5.5%, adjusted EBITDA $130M-$140M | Earnings call |
| 2026-08-10 | LIFE Ethos Technologies Inc. | Raised | Full year 2026 revenue $727M-$731M, adjusted EBITDA $119M-$123M; Q3 2026 revenue $160M-$164M, adjusted EBITDA $23M-$25M | Earnings call |
| 2026-08-10 | KOPN Kopin Corporation | Raised | Exceeding prior guidance; optimistic about 2027 | Earnings release (8-K Item 2.02) |
| 2026-08-10 | JELD JELD-WEN Holding, Inc. | Raised | We now expect net revenue in the range of $3.1 billion to $3.2 billion compared to our previous range of $3.05 billion to $3.2 billion. We now expect adjusted EBITDA of $120 million to $150 million compared to our previous range of $100 million to $150 million. | Earnings call |
| 2026-08-10 | JAZZ Jazz Pharmaceuticals plc | Raised | Full-year Revenue Guidance: $4.6 billion to $4.8 billion, raised from $4.3 billion to $4.5 billion. | Earnings call |
| 2026-08-10 | INVX Innovex International, Inc. | Raised | Q3 Revenue Guidance: $260 million to $270 million. Q3 Adjusted EBITDA Guidance: $51 million to $57 million. | Earnings call |
| 2026-08-10 | INSP Inspire Medical Systems, Inc. | Raised | Full Year Revenue Guidance: $835 million to $875 million, increased from previous outlook. | Earnings call |
| 2026-08-10 | ICHR Ichor Holdings, Ltd. | Raised | Third quarter revenue $315M-$345M, non-GAAP EPS $0.40-$0.50; second half revenue at least 25% higher than first half; annual revenue growth at least 30% for 2026 vs 2025 | Earnings call |
| 2026-08-10 | IBTA Ibotta, Inc. | Raised | Q3 Revenue Guidance: $86 million to $90 million, approximately 6% growth year over year at midpoint. Q3 Adjusted EBITDA Guidance: $12 million to $14 million, 15% margin at midpoint. Full-Year Free Cash Flow Guidance: 70% of adjusted EBITDA, upward revision from 65%. | Earnings call |
| 2026-08-10 | HLMN Hillman Solutions Corp. | Raised | Full-Year Revenue Guidance: $1.67 billion to $1.72 billion, raised midpoint. Full-Year Adjusted EBITDA Guidance: $285 million, $5 million increase to previous midpoint. Full-Year Free Cash Flow Guidance: $105 million to $115 million, maintained midpoint of $110 million. | Earnings call |
| 2026-08-10 | FERG Ferguson Enterprises Inc. | Raised | Net sales: mid-single digit growth (from low-to-mid); adjusted operating margin: 9.5%-9.8% (from 9.4%-9.8%); capex: $375-$425M (from $350-$400M) | Earnings release (8-K Item 2.02) |
| 2026-08-10 | EVER EverQuote, Inc. | Raised | Third Quarter Revenue Guidance: $198 million to $208 million, 17% growth at midpoint. Third Quarter VMD Guidance: $56 million to $59 million, 15% growth at midpoint. Third Quarter Adjusted EBITDA Guidance: $28 million to $31 million, 18% increase year over year at midpoint. | Earnings call |
| 2026-08-10 | DEA Easterly Government Properties, Inc. | Raised | FFO per share guidance increased to $3.10 at midpoint for full year 2026 | Earnings call |
| 2026-08-10 | CTOS Custom Truck One Source, Inc. | Raised | Consolidated revenue guidance raised to $2.1B-$2.2B; adjusted EBITDA guidance raised to $437.5M-$455M; SER revenue guidance of $850M-$875M; STEM revenue guidance of $1.63B-$1.7B | Earnings call |
| 2026-08-10 | CSR Centerspace | Cut | Core FFO guidance revised downward from $4.81-$5.05 to $4.58-$4.68 per diluted share | Earnings call |
| 2026-08-10 | CNH CNH Industrial N.V. | Cut | Full-year Adjusted EPS guidance narrowed to $0.41-$0.46 | Earnings call |
| 2026-08-10 | CBT Cabot Corporation | Cut | Fiscal 2026 Adjusted EPS guidance tightened from $6.00-$6.50 to $6.15-$6.45 | Earnings call |
| 2026-08-10 | CBLL CeriBell, Inc. | Raised | Full year 2026 guidance raised from $112M-$116M to $114M-$117M | Earnings call |
| 2026-08-10 | BWXT BWX Technologies, Inc. | Raised | Full Year Revenue Guidance raised to approximately $3.8 billion; Full Year Adjusted EBITDA Guidance raised by $10 million at the midpoint to $662-$672 million; Full Year Non-GAAP EPS Guidance raised to $4.70-$4.80; Full Year Free Cash Flow Guidance raised by $30 million to $345-$360 million | Earnings call |
| 2026-08-10 | BLZE Backblaze, Inc. | Raised | Full year 2026 revenue guidance raised from $161.5M-$163.5M to $172M-$174M; full year 2026 adjusted EBITDA margin guidance raised from 23%-25% to 27%-29%; Q3 2026 revenue guidance of $44.4M-$44.8M | Earnings call |
| 2026-08-10 | AMRC Ameresco, Inc. | Raised | Non-GAAP EPS guidance increased to $1.15-$1.35 from previous range; full-year revenue guidance reaffirmed at $2B-$2.2B; full-year adjusted EBITDA guidance reaffirmed at $250M-$270M | Earnings call |
| 2026-08-10 | ALSN Allison Transmission Holdings, Inc. | Raised | 2026 revenue guidance raised to $5.8B-$6B from previous targets; adjusted EBITDA guidance of $1.465B-$1.575B; net income guidance of $600M-$700M; adjusted free cash flow guidance of $745M-$865M | Earnings call |
| 2026-08-10 | AESI Atlas Energy Solutions Inc. | Cut | Q3 EBITDA Guidance of $30-$45 million reflects temporary volume decline | Earnings call |
| 2026-08-10 | AEIS Advanced Energy Industries, Inc. | Raised | Revenue and EPS exceeded high end of guidance | Earnings call |
Questions
- Which companies changed their guidance in the week of aug 10, 2026?
- The Wendy's Company (WEN), Treace Medical Concepts, Inc. (TMCI), Interface, Inc. (TILE), Telephone and Data Systems, Inc. (TDS), Starz Entertainment Corp. (STRZ), Spectrum Brands Holdings, Inc. (SPB), Sylvamo Corporation (SLVM), Serve Robotics Inc. (SERV) and 411 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.