Companies That Raised or Cut Guidance, Week of Oct 12, 2026
In the week of Oct 12, 2026 to Oct 18, 2026, 12 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 · Oct 12, 2026 – Oct 18, 2026 · read by EquiReason
| Date | Company | Change | Guidance, as reported | Source |
|---|---|---|---|---|
| 2026-10-16 | PLD Prologis, Inc. | Raised | Narrowing occupancy to 95.25%-95.50%; raising same-store growth to 5.5%-6% net effective and 7%-7.5% cash; raising strategic capital revenue to $650M-$660M; raising G&A to $515M-$525M; raising development starts to $6B-$6.75B; raising acquisitions to $2.1B-$2.3B; raising contributions/dispositions to $3.5B-$4.75B; raising net EPS to $4.05-$4.15; raising core FFO to $6.25-$6.29. | Earnings call |
| 2026-10-16 | FOXF Fox Factory Holding Corp. | Cut | Q4 FY2026 net sales $287-313M; Q4 FY2026 Adjusted EBITDA $23-29M; prior Q3 FY2026 net sales guidance $355-380M; prior Q3 FY2026 Adjusted EBITDA guidance $46-54M | Earnings release (8-K Item 2.02) |
| 2026-10-16 | BNY The Bank of New York Mellon Cor | Raised | 2026 Operating Leverage Guidance -- Nearly 500 basis points, raised from previous guidance of 400 basis points three months ago. 2026 Revenue Growth Guidance -- Middle of a 12% to 13% range, market dependent, representing an upward revision from earlier expectations. | Earnings call |
| 2026-10-15 | WSE Wise Group plc | Raised | FY27 net revenue growth expected in upper half (17.5%-20%) of 15-20% medium-term target range on constant currency basis; FY27 IBT margin around top of 20-25% range | Earnings release (6-K) |
| 2026-10-15 | STT State Street Corporation | Raised | Full-Year Fee Revenue Guidance: 13% to 14% growth, updated from 12% to 13%; Full-Year NII Guidance: 15% to 16% growth, raised from 14% to 15%; Full-Year Expense Guidance: 8% to 8.5% growth; Full-Year Operating Leverage Guidance: Over 500 basis points | Earnings call |
| 2026-10-15 | FMC FMC Corporation | Cut | Q3 2026 revenue $65-125M; Adjusted EBITDA -$565M to -$510M; commercial actions impact $625-675M | Earnings release (8-K Item 2.02) |
| 2026-10-15 | CHRN ChronoScale Holdings Corp | Raised | On track for $1 billion annualized run-rate revenue by calendar Q3 2027 | Earnings release (8-K Item 2.02) |
| 2026-10-14 | MXCT MaxCyte, Inc. | Raised | FY2026 revenue raised to ~$34M from $30-32M; core business revenue raised to ~$28M from $25-27M; SPL revenue raised to ~$6M from ~$5M | Earnings release (8-K Item 2.02) |
| 2026-10-14 | BETR Better Home & Finance Holding Company | Cut | Q3 2026 revenue guidance $49-52M, actual $45.1M; Adj EBITDA loss guidance $15-18M, actual $24.8-25.8M; Q4 2026 expects continued headwinds from proxy contest in October, but expense cuts and conversion efficiency improvement for Nov/Dec. | Earnings release (8-K Item 2.02) |
| 2026-10-14 | BAC Bank of America Corporation | Raised | NII growth guidance raised to 8% for 2026; 2027 NII growth expected to be 8% or more | Earnings call |
| 2026-10-14 | AZZ AZZ Inc. | Raised | Full-Year Sales Guidance: $1.825 billion to $1.875 billion; Full-Year Adjusted EBITDA Guidance: $380 million to $420 million; Full-Year Adjusted Diluted EPS Guidance: $7.00 to $7.30 | Earnings call |
| 2026-10-14 | ASML ASML Holding N.V. | Raised | Total Net Sales Guidance (Q4): €14.2 billion to €15.2 billion; Total Net Sales Guidance (FY 2026): €44 billion to €45 billion | Earnings call |
| 2026-10-13 | JNJ Johnson & Johnson | Raised | Full-year sales guidance $100.5B-$100.9B, adjusted EPS guidance $11.05-$11.15 | Earnings call |
| 2026-10-13 | GS The Goldman Sachs Group, Inc. | Raised | Full year fundraising target raised to $150 billion | Earnings call |
| 2026-10-13 | ENVX Enovix Corporation | Raised | Q3'26 revenue raised to ~$11.0M from $9.0-10.0M; Q3'26 non-GAAP operating loss improved to ~($29.2)M from ($29.0-32.0)M; Q3'26 capex lowered to ~$3.0M from $8.0-12.0M; Q4 orders already exceeded Q3 total revenue. | Earnings release (8-K Item 2.02) |
Questions
- Which companies changed their guidance in the week of oct 12, 2026?
- Prologis, Inc. (PLD), Fox Factory Holding Corp. (FOXF), The Bank of New York Mellon Cor (BNY), Wise Group plc (WSE), State Street Corporation (STT), FMC Corporation (FMC), ChronoScale Holdings Corp (CHRN), MaxCyte, Inc. (MXCT) and 7 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.