This tracker covers 409 S&P 500 and YieldTerminal board companies that filed a quarterly earnings release with the SEC between October 1 and November 4, 2026, mostly calendar third-quarter results. Companies with other fiscal years reported the quarter that fell in this window; each company's page shows its own fiscal period. For each one, the label says what the company's own release did with its full-year outlook. Every company name links to its page, which links the SEC filing.
Scoreboard
| Full-year guidance | Companies |
|---|---|
| Raised | 128 |
| Lowered | 10 |
| Mixed | 18 |
| Narrowed | 14 |
| Reaffirmed | 45 |
| Initiated | 5 |
| Stated (no change given) | 70 |
| Next quarter only | 36 |
| Withdrawn | 2 |
| No outlook given | 81 |
How labels work: Raised or Lowered means the release says so, or its own prior-versus-current table shows it, for revenue, EPS or profit. Cost-only changes (expenses, capex, tax rate) and operating metrics do not count as a raise or cut. Stated means full-year figures were given without saying whether they changed, or only non-core items (such as capex, tax rate or production) were guided. Labels were checked by a second reviewer against the filing text.
Reaffirmed, initiated, stated, next-quarter-only, withdrawn and no-outlook companies are on the companion page.
Raised (128)
Lowered (10)
| Company | Rev y/y | Key fact |
|---|---|---|
| Amcor (AMCR) | +6.7% | Lowered Transition Period adjusted EPS outlook to $1.70–$1.80 from $1.80–$1.90. |
| CRH plc (CRH) | +3.0% | CRH cut 2026 net income guidance to $3.1-$3.3 billion from $3.9-$4.1 billion |
| Equifax (EFX) | +9.6% | Revenue up 10% to $1.693 billion; FY2026 revenue guidance cut on weaker mortgage market |
| First Solar (FSLR) | −22.8% | 2026 net sales guidance cut to $4.6–4.9B; Q3 net sales fell 23%. |
| Genuine Parts Company (GPC) | +4.2% | Lowered 2026 adjusted EPS outlook to $7.50–$7.75 from $7.50–$8.00; GAAP EPS outlook also lowered. |
| Lennox International (LII) | +10.2% | Cut 2026 adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00. |
| Mid-America Apartment Communities (MAA) | +1.0% | Cut 2026 same-store revenue outlook to -0.40% to -0.10%; Core FFO midpoint lowered to $8.49. |
| Netflix (NFLX) | +11.8% | Q3 revenue rose 12% to $12.9B; 2026 ad revenue outlook cut to ~$2.7B from ~$3B. |
| Philip Morris International (PM) | +5.5% | Q3 net revenues rose 5.5% to $11.4 billion; adjusted EPS up 5.4% to $2.36. |
| Xylem (XYL) | −3.0% | Lowered 2026 adjusted EPS guidance to $5.40–$5.45 from $5.55–$5.70. |
Mixed (18)
| Company | Rev y/y | Key fact |
|---|---|---|
| American Tower (AMT) | +2.5% | Raised 2026 property revenue midpoint $55M; lowered net income midpoints $30M |
| Bristol-Myers Squibb Company (BMY) | +6.9% | Raised 2026 revenue guidance to ~$49.75–$50.25 billion; Q3 revenue up 7%. |
| Carrier Global Corporation (CARR) | +12.3% | Organic orders up ~35% with data center orders up ~300%; backlog above $8.5 billion. |
| Digital Realty Trust, Inc. (DLR) | +20.6% | Raised 2026 Core FFO/share outlook to $8.30–$8.35; record $627 million bookings at its share. |
| Healthpeak Properties, Inc. (DOC) | +16.3% | Raised FFO as Adjusted guidance to $1.76–$1.78 while cutting GAAP EPS guide to $0.39–$0.41. |
| Dynatrace (DT) | +17.4% | Raised FY2027 revenue guide; lowered non-GAAP EPS guide to $1.88–$1.90 with Arize |
| FedEx Freight Holding Company, Inc. (FDXF) | +8.1% | Raised adjusted EPS outlook to $2.80–$2.90; cut EPS-before-MTM outlook to $1.69–$1.79 |
| Gilead Sciences (GILD) | +6.8% | Raised 2026 product sales guidance to $31.0–31.3B; Q3 sales ex-Veklury up 16%. |
| The Hershey Company (HSY) | +3.0% | Adjusted EPS rose 103.1% to $2.64; 2026 adjusted EPS growth outlook raised to 36%–38.5%. |
| Leidos Holdings (LDOS) | +3.6% | Raised 2026 non-GAAP EPS guide to $12.50–$12.70; revenue range cut after SES joint venture. |
| Eli Lilly and Company (LLY) | +38.6% | Revenue rose 39% to $24.4 billion; 2026 revenue guide raised to $91–$92 billion. |
| Realty Income (O) | +10.3% | Raised 2026 AFFO per share guidance to $4.45–$4.46; Q3 AFFO per share rose 3.7%. |
| PepsiCo (PEP) | +5.6% | Lowered 2026 core EPS growth outlook to +2.5%–3.5% from low end of +5%–7% |
| Prologis (PLD) | +7.8% | Lowered 2026 net earnings guide to $4.05–4.15 per share; Core FFO narrowed to $6.25–6.29. |
| SBA Communications (SBAC) | −2.5% | Q3 total revenues fell 2.5% as site development revenue dropped 36%; AFFO/share $3.19. |
| S&P Global (SPGI) | +6.8% | Revenue growth guide raised to 7.4%–8.4%; GAAP EPS guide lowered; Capital IQ review announced. |
| UDR (UDR) | −0.9% | Closed $2.0 billion Apollo partnership; FFOA outlook raised to $2.54–2.56, FFO midpoint down $0.02. |
| Welltower (WELL) | +38.4% | Normalized FFO guide raised to $6.47–$6.53; NAREIT FFO guide lowered; Q3 normalized FFO +24.6%. |
Narrowed (14)
| Company | Rev y/y | Key fact |
|---|---|---|
| Abbott Laboratories (ABT) | +14.5% | Q3 reported sales up 14.5%, comparable 7.0%; 2026 adjusted EPS range tightened to $5.50–$5.55. |
| Alexandria Real Estate Equities (ARE) | −10.7% | Q3 net loss of $3.74 per share on $637.9 million real estate impairments. |
| American Water Works (AWK) | +4.1% | Narrowed 2026 adjusted EPS guidance to $6.07–$6.12; initiated 2027 range of $6.53–$6.63. |
| CAVA Group (CAVA) | +22.0% | CAVA Revenue rose 22.1% to $353.7 million; restaurant count reached 500. |
| DaVita (DVA) | +4.6% | Diluted EPS $3.40 vs $2.04; 2026 adjusted EPS guidance low end raised to $14.30 |
| Eversource Energy (ES) | −7.5% | Narrowed 2026 recurring EPS guidance to $4.62–$4.70, raising the midpoint to $4.66. |
| Entergy Corporation (ETR) | +14.5% | Narrowed 2026 adjusted EPS guidance to $4.35–$4.45; Q3 EPS $1.98 vs $1.53. |
| Exelon Corporation (EXC) | +9.2% | Narrowed 2026 adjusted operating EPS guidance to $2.85–$2.91; Q3 adjusted EPS $0.87. |
| General Motors (GM) | +2.9% | Q3 EBIT-adjusted rose 21.6% to $4.1B; board approved new $20B buyback. |
| KeyCorp (KEY) | +8.4% | Record revenue of $2.04 billion, up 8%; diluted EPS up 24% to $0.51. |
| Alliant Energy (LNT) | +6.2% | Narrowed 2026 ongoing EPS guide to $3.41–$3.46; issued 2027 guide of $3.63–$3.73. |
| NiSource (NI) | n/a | Introduced 2027 adjusted EPS guidance of $2.22–$2.30 and a $40.0B 2027–2033 capital plan |
| Sherwin-Williams (SHW) | +7.9% | Q3 net sales rose 7.9% to $6.86 billion; adjusted EPS guide narrowed to $11.85–12.15. |
| Xcel Energy (XEL) | +6.6% | Initiated 2027 ongoing EPS guidance of $4.48–$4.62; narrowed 2026 range to $4.10–$4.16. |
Method
Source: each company's own earnings release exhibits (8-K Item 2.02, EX-99) on SEC EDGAR, filed October 1 to November 4, 2026. Revenue growth is computed from the two figures in the release's own table. Universe: S&P 500 constituents plus companies on the YieldTerminal earnings board. Educational only, not advice. Company outlooks are the company's own.
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