Companies That Raised or Cut Guidance, Week of Sep 21, 2026
In the week of Sep 21, 2026 to Sep 27, 2026, 3 companies raised guidance and 5 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Sep 21, 2026 – Sep 27, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-09-24 | SFIX Stitch Fix, Inc. | Cut | Fiscal Year 2027 Revenue Guidance $1.31 billion to $1.36 billion; Fiscal Year 2027 Adjusted EBITDA Guidance $27 million to $42 million; First Quarter Revenue Guidance $323 million to $328 million; First Quarter Adjusted EBITDA Guidance $3 million to $6 million | Earnings call |
| 2026-09-24 | PAYX Paychex, Inc. | Raised | Fiscal 2027 PEO and Insurance Guidance raised to 7% to 8% from previous 6% to 7% | Earnings call |
| 2026-09-24 | FUL H.B. Fuller Company | Cut | Fiscal 2026 Adjusted EBITDA Guidance updated to $655 million to $670 million; Fiscal 2026 Adjusted EPS Guidance updated to $4.70 to $4.85 | Earnings call |
| 2026-09-24 | CTAS Cintas Corporation | Raised | Full-Year Revenue Guidance raised to $12.15 billion to $12.27 billion; Full-Year Adjusted Diluted EPS Guidance raised to $5.45 to $5.54 | Earnings call |
| 2026-09-24 | BB BLACKBERRY Ltd | Raised | Full Year Revenue Guidance raised to $616 million to $636 million, raised by $9 million at the midpoint; Full Year QNX Revenue Guidance raised to $315 million to $325 million, raised by $17 million at the midpoint; Full Year Adjusted EBITDA Guidance raised to $141 million to $158 million; Full Year Adjusted EPS Guidance raised to $0.19 to $0.22; Full Year Operating Cash Flow Guidance raised to app | Earnings call |
| 2026-09-23 | KBH KB Home | Cut | slightly lowered full-year gross margin guidance; housing gross profit 16% to 16.6% for Q4, 16% to 16.2% for full year; SG&A ratio 10.3% to 10.9% for Q4, 11.5% to 11.7% for full year; effective tax rate ~26% for Q4, ~23% for full year | Earnings call |
| 2026-09-23 | GIS General Mills, Inc. | Cut | Full-Year Organic Net Sales Guidance -1.5% to 0.5%; Full-Year Adjusted Operating Profit Guidance -13% to -8% in constant currency; Full-Year Adjusted Diluted EPS Guidance $3.00 to $3.20 | Earnings call |
| 2026-09-22 | MLKN MillerKnoll, Inc. | Cut | Full-Year Revenue Guidance reduced to $3.88 billion to $4.03 billion | Earnings call |
Questions
- Which companies changed their guidance in the week of sep 21, 2026?
- Stitch Fix, Inc. (SFIX), Paychex, Inc. (PAYX), H.B. Fuller Company (FUL), Cintas Corporation (CTAS), BLACKBERRY Ltd (BB), KB Home (KBH), General Mills, Inc. (GIS), MillerKnoll, Inc. (MLKN) — 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.