Companies That Raised or Cut Guidance, Week of Sep 28, 2026
In the week of Sep 28, 2026 to Oct 4, 2026, 8 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 · Sep 28, 2026 – Oct 4, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-10-02 | NKE NIKE, Inc. | Cut | Fiscal 2027 Revenue Guidance -- High single-digit decline; Adjusted EPS Guidance -- $1.15 to $1.35 | Earnings call |
| 2026-10-01 | MU Micron Technology, Inc. | Raised | Q1 Fiscal 2027 Revenue Guidance -- $60 billion to $63 billion | Earnings call |
| 2026-10-01 | MGY Magnolia Oil & Gas Corporation | Raised | Q3 2026 production 116-118 Mboe/d; Q4 2026 production 159-161 Mboe/d (49-50% oil); Q3 2026 D&C capex $155-165M; Q4 2026 D&C capex ~$235M; FY2027 production growth 4-5% off Q2 2026 pro forma base of ~78 Mbo/d and 158 Mboe/d; FY2027 D&C capex $900-950M; Q4 2026 LOE $5.80-6.20/boe; GP&T $1.80-2.10/boe; DD&A $14.00-15.00/boe; Production & Ad Valorem Taxes 5.5-6.5%; Interest Expense $35-40M; Effective | Earnings release (8-K Item 2.02) |
| 2026-10-01 | JBL Jabil Inc. | Raised | Total Revenue Guidance -- $44.5 billion for fiscal 2027, representing a projected 24% increase year over year. Core EPS Guidance -- $17.55 for fiscal 2027, representing 34% growth compared to fiscal 2026. | Earnings call |
| 2026-10-01 | FDS FactSet Research Systems Inc. | Raised | Fiscal 2027 Organic ASV Guidance -- 5.0% to 6.5%. Fiscal 2027 Revenue Guidance -- $2.6 billion to $2.625 billion. Fiscal 2027 Adjusted Operating Margin Guidance -- 34.75% to 35.25%. Fiscal 2027 Adjusted Diluted EPS Guidance -- $19.25 to $19.65. | Earnings call |
| 2026-09-30 | CNXC Concentrix Corporation | Cut | FY 2026 Revenue Guidance $9.827 billion to $9.877 billion, representing an expected constant currency decline of 0.8% to 0.3% | Earnings call |
| 2026-09-30 | CCL Carnival Corporation Ltd. | Raised | Full Year 2026 EPS Guidance increased by $0.02 | Earnings call |
| 2026-09-30 | AIR AAR Corp. | Raised | Full Year Sales Growth Guidance raised from low double digits to low teens | Earnings call |
| 2026-09-29 | WDAY Workday, Inc. | Cut | FY27 Q3 GAAP operating margin ~20-21ppts lower than non-GAAP; FY27 full-year GAAP operating margin ~19ppts lower than non-GAAP; charges $65M-$80M | Earnings release (8-K Item 2.02) |
| 2026-09-29 | IDT IDT Corporation | Raised | consolidated gross profit $545M-$555M, adjusted EBITDA $176M-$180M | Earnings call |
| 2026-09-28 | GTN Gray Media, Inc. | Raised | Q3 2026 political advertising raised to $188-195M from $165-185M; total revenue low end raised to $950-965M from $935-965M | Earnings release (8-K Item 2.02) |
Questions
- Which companies changed their guidance in the week of sep 28, 2026?
- NIKE, Inc. (NKE), Micron Technology, Inc. (MU), Magnolia Oil & Gas Corporation (MGY), Jabil Inc. (JBL), FactSet Research Systems Inc. (FDS), Concentrix Corporation (CNXC), Carnival Corporation Ltd. (CCL), AAR Corp. (AIR) and 3 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.