Companies That Raised or Cut Guidance, Week of Oct 5, 2026
In the week of Oct 5, 2026 to Oct 11, 2026, 7 companies raised guidance and 4 cut it, according to EquiReason's reading of their earnings calls and 8-K earnings releases.
Source: SEC EDGAR filings and earnings calls · Oct 5, 2026 – Oct 11, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-10-09 | PKE Park Aerospace Corp. | Cut | Full Year GE Program Sales Guidance revised downward to $32 million to $35 million | Earnings call |
| 2026-10-08 | PEP PepsiCo, Inc. | Cut | Core EPS growth revised to 2.5%-3.5% from 5%-7%; Organic revenue guidance narrowed to ~3% from 2%-4%; Core constant currency EPS growth revised to 1%-2% from low end of 4%-6% | Earnings call |
| 2026-10-08 | LEVI LEVI STRAUSS & CO | Raised | adjusted diluted earnings per share to be in the range of $1.54 to $1.56 for the full year; adjusted EBIT margin to be slightly above the previous guidance at approximately 12.1% | Earnings call |
| 2026-10-08 | EOG EOG Resources, Inc. | Raised | Q3 2026 current tax expense raised to $835-935M from $545-645M | Earnings release (8-K Item 2.02) |
| 2026-10-08 | APLD Applied Digital Corporation | Raised | Near-Term Capacity Guidance -- 600 megawatts; North Dakota Capacity Target -- 300 megawatts; Long-Term Operating Portfolio Target -- 3.5 gigawatts to 4 gigawatts | Earnings call |
| 2026-10-07 | RPM RPM International Inc. | Cut | Full-Year Sales Guidance narrowed to mid-single-digit growth from a previous range of 3% to 7%. Full-Year Adjusted EBITDA Guidance narrowed to mid-single-digit growth from a previous range of 5% to 10%. | Earnings call |
| 2026-10-07 | NEOG Neogen Corporation | Raised | FY27 Revenue Guidance raised to $885 million to $890 million from $880 million to $885 million. FY27 Adjusted EBITDA Guidance raised to $181 million to $183 million from $180 million to $182 million. | Earnings call |
| 2026-10-06 | LW Lamb Weston Holdings, Inc. | Raised | FY 2027 Net Sales Guidance : Low single-digit growth, updated from the previous range of 0% to 1% growth. FY 2027 Adjusted EBITDA Guidance : $1.125 billion to $1.215 billion, raised from the prior range of $1.10 billion to $1.20 billion. FY 2027 Adjusted Diluted EPS Guidance : $3.05 to $3.35, an increase from the previous range of $2.95 to $3.25. | Earnings call |
| 2026-10-06 | BMRN BioMarin Pharmaceutical Inc. | Cut | FY2026 GAAP Diluted EPS impact ~$1.55; Non-GAAP Diluted EPS impact ~$1.55; prior guidance did not reflect Alesta acquisition | Earnings release (8-K Item 2.02) |
| 2026-10-06 | APOG Apogee Enterprises, Inc. | Raised | Fiscal 2027 Net Sales Guidance -- $1.46 billion to $1.50 billion, raised from the previous range of $1.38 billion to $1.43 billion. Fiscal 2027 Adjusted Diluted EPS Guidance -- $3.00 to $3.40, increased from the prior range of $2.70 to $3.25. | Earnings call |
| 2026-10-05 | NEO NeoGenomics, Inc. | Raised | Full year total revenue guidance expected to increase at midpoint resulting from third quarter performance | Earnings release (8-K Item 2.02) |
Questions
- Which companies changed their guidance in the week of oct 5, 2026?
- Park Aerospace Corp. (PKE), PepsiCo, Inc. (PEP), LEVI STRAUSS & CO (LEVI), EOG Resources, Inc. (EOG), Applied Digital Corporation (APLD), RPM International Inc. (RPM), Neogen Corporation (NEOG), Lamb Weston Holdings, Inc. (LW) 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.