Companies That Raised or Cut Guidance, Week of Aug 24, 2026
In the week of Aug 24, 2026 to Aug 30, 2026, 23 companies raised guidance and 3 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Aug 24, 2026 – Aug 30, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-08-28 | ZKH ZKH Group Ltd | Raised | GMV growth for Q3 expected higher than Q2's 18.9%; full year GMV growth 15%-20% | Earnings call |
| 2026-08-28 | BJ BJ's Wholesale Club Holdings, Inc. | Raised | Adjusted EPS raised to $4.60-$4.80 for full year | Earnings call |
| 2026-08-27 | WMT Walmart Inc. | Raised | Full-Year Net Sales Guidance raised to 4.0%-5.0% growth from 3.5%-4.5%; Full-Year Adjusted EPS Guidance increased to $2.80-$2.87 | Earnings call |
| 2026-08-27 | ROST Ross Stores, Inc. | Raised | Comparable store sales guidance raised to 6%-7% for Q3; Full year EPS guidance raised to $8.61-$8.77 from $6.61 | Earnings call |
| 2026-08-27 | HRL Hormel Foods Corporation | Raised | Adjusted EPS Guidance raised to $1.45-$1.51 from $1.43-$1.51; Adjusted Operating Income Growth Guidance raised to 6%-10% from previous estimates | Earnings call |
| 2026-08-27 | FLO Flowers Foods, Inc. | Cut | 2026 Net Sales Guidance revised to $5.070B-$5.142B from $5.163B-$5.267B; 2026 Adjusted EBITDA Guidance reduced to $453M-$481M from $465M-$495M; 2026 Adjusted Diluted EPS Guidance updated to $0.75-$0.85 from $0.80-$0.90 | Earnings call |
| 2026-08-27 | DLTR Dollar Tree, Inc. | Raised | FY2026 adjusted EPS raised to $7.70-$8.05 (incl. ~$0.60 tariff refund benefit); Q3 FY2026: comparable net sales growth 3%-4%, adjusted EPS $0.80-$0.95 (incl. $0.50 tariff refund reinvestment impact) | Earnings release (8-K Item 2.02) |
| 2026-08-27 | DG Dollar General Corporation | Raised | FY26 net sales growth raised to ~4.0-4.3% from 3.7-4.2%; same-store sales growth raised to ~2.5-2.9% from 2.2-2.7%; diluted EPS raised to ~$7.80-8.00 from $7.20-7.45; capex unchanged at $1.4-1.5B; share repurchases up to $700M; effective tax rate ~24.5% | Earnings release (8-K Item 2.02) |
| 2026-08-27 | BBY Best Buy Co., Inc. | Raised | FY27 revenue raised to $42.3-42.8B from $41.2-42.1B; comparable sales % change raised to 1.9-3.0% from (1.0)-1.0%; adjusted operating income rate raised to 4.4-4.5% from 4.3-4.4%; adjusted diluted EPS raised to $6.70-6.90 from $6.30-6.60; capex ~$750M unchanged; Q3 FY27 comparable sales 1.0-3.0%, adjusted operating income rate 4.1-4.2% | Earnings release (8-K Item 2.02) |
| 2026-08-26 | TJX The TJX Companies, Inc. | Raised | Full year adjusted pretax profit margin guidance to be in the range of 12% to 12.1%, up 30 to 40 basis points versus last year's adjusted 11.7%; Full year adjusted diluted earnings per share to be in the range of $5.15 to $5.20, up 9% to 10% versus last year's adjusted $4.73 | Earnings call |
| 2026-08-26 | TGT Target Corporation | Raised | Full-Year Net Sales Guidance -- expected to grow around 5%, which is one percentage point higher than the prior guidance range; Full-Year EPS Guidance -- $9.90 to $10.90; Full-Year Operating Margin Guidance -- projected to be approximately 50 basis points higher than the 4.6% adjusted rate from last year, excluding tariff refunds | Earnings call |
| 2026-08-26 | SJM The J. M. Smucker Company | Raised | Full-Year Net Sales Guidance projected to decrease 1.0% to 2.0%, an update from the previous range of a 3.0% to 4.0% decrease | Earnings call |
| 2026-08-26 | PLAB Photronics, Inc. | Cut | Fiscal 2026 CapEx guidance to a range of between $255 million and $305 million | Earnings call |
| 2026-08-26 | LOW Lowe's Companies, Inc. | Cut | Fiscal 2026 Sales Guidance -- Approximately $92 billion, updated from a previous range of $92 billion to $94 billion; Fiscal 2026 Adjusted EPS Guidance -- Approximately $12.25, moved to the bottom end of the previous guidance range | Earnings call |
| 2026-08-26 | KSS Kohl's Corporation | Raised | FY26 net sales/comps -1.5% to flat; adj. op margin 3.5%-4.0%; adj. EPS $1.80-$2.40; capex $350-$400M; share repurchase up to $100M | Earnings release (8-K Item 2.02) |
| 2026-08-26 | DY Dycom Industries, Inc. | Raised | FY27 contract revenues raised to $7.48-7.66B; Communications $5.90-6.01B; Building Systems $1.58-1.65B; Q3 FY27 contract revenues $1.90-1.98B; Q3 adjusted EBITDA $281-302M; Q3 adjusted diluted EPS $4.33-4.79 | Earnings release (8-K Item 2.02) |
| 2026-08-26 | DCI Donaldson Company, Inc. | Raised | Fiscal 2027 Revenue Guidance -- 5.5% to 9.5% growth, with the midpoint forecasting record sales of more than $4.1 billion | Earnings call |
| 2026-08-26 | BILL BILL Holdings, Inc. | Raised | Total revenue in the range of $1.807 billion to $1.857 billion reflecting 9% to 12% year over year growth | Earnings call |
| 2026-08-26 | BBWI Bath & Body Works, Inc. | Raised | FY26 EPS raised to $3.13-3.33 from $3.11; adj. EPS raised to $2.60-2.80 from $3.21; net sales guidance narrowed to decline 4%-2.5% from prior range; Q3 EPS $0.05-0.10; Q3 adj. EPS $0.07-0.12; FY26 free cash flow ~$650M. | Earnings release (8-K Item 2.02) |
| 2026-08-25 | VNET VNET Group, Inc. | Raised | Full-Year 2026 Revenue Guidance -- RMB 11.5 billion to RMB 11.8 billion, representing expected growth of 15.6% to 18.6% | Earnings call |
| 2026-08-25 | TOL Toll Brothers, Inc. | Raised | full year home sales revenue guidance increased by approximately $53 million; delivered homes between 10,500 and 10,600; average price between $995,000 and $1 million | Earnings call |
| 2026-08-25 | PONY Pony AI Inc. | Raised | full-year 2026 revenue to exceed 3.5 times the 2025 level | Earnings call |
| 2026-08-25 | MRCY Mercury Systems, Inc. | Raised | FY27 revenue guidance approaching $1.1 billion; FY27 adjusted EBITDA guidance approaching $200 million | Earnings call |
| 2026-08-25 | KEYS Keysight Technologies, Inc. | Raised | fourth quarter revenue guidance $1.93 billion to $1.95 billion; full-year 2026 revenue growth of 32% and EPS growth of approximately 60% at the midpoint | Earnings call |
| 2026-08-25 | AS Amer Sports, Inc. | Raised | Revenue growth raised from 20-22% to ~24%; adjusted gross margin raised from 59-59.5% to 60.5-61%; adjusted operating margin raised from 13.4-13.7% to 14.2-14.5%; adjusted diluted EPS raised from $1.18-$1.23 to $1.27-$1.30 | Earnings call |
| 2026-08-24 | FN Fabrinet | Raised | First quarter revenue guidance between $1.375 billion and $1.425 billion, representing 43% year-over-year growth at the midpoint; first quarter non-GAAP EPS guidance $4.10 to $4.25; full-year revenue $4.64 billion for fiscal year 2026, an increase of 36% compared to fiscal year 2025; full-year non-GAAP EPS $14.09, representing 39% growth year over year | Earnings call |
Questions
- Which companies changed their guidance in the week of aug 24, 2026?
- ZKH Group Ltd (ZKH), BJ's Wholesale Club Holdings, Inc. (BJ), Walmart Inc. (WMT), Ross Stores, Inc. (ROST), Hormel Foods Corporation (HRL), Flowers Foods, Inc. (FLO), Dollar Tree, Inc. (DLTR), Dollar General Corporation (DG) and 18 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.