Companion to the Fall 2026 Earnings Guidance Tracker: the companies whose earnings release did not raise, lower, narrow or mix their full-year outlook. Every company name links to its page, which links the SEC filing and shows the company's own fiscal period.
Reaffirmed (45)
American Electric Power (AEP), Amazon.com (AMZN), Bunge Global SA (BG), Broadridge Financial Solutions, Inc. (BR), Clorox (CLX), Chipotle Mexican Grill (CMG), CMS Energy (CMS), Circle Internet Group (CRCL), Carvana Co. (CVNA), Dominion Energy, Inc. (D), Edison International (EIX), Eos Energy Enterprises (EOSE), Fastenal Company (FAST), FirstEnergy Corp. (FE), Fiserv, Inc. (FISV), GoDaddy (GDDY), Generac Holdings (GNRC), HCA Healthcare (HCA), Huntington Ingalls Industries (HII), International Business Machines (IBM), Keurig Dr Pepper (KDP), Kimberly-Clark (KMB), Moody's Corporation (MCO), Mondelez International (MDLZ), Meta Platforms (META), McCormick & Company (MKC), MSCI Inc. (MSCI), NextEra Energy (NEE), Newmont (NEM), Otis Worldwide (OTIS), PG&E Corporation (PCG), Public Service Enterprise Group (PEG), Procter & Gamble (PG), Pentair (PNR), Regions Financial (RF), ResMed (RMD), SLB (SLB), Constellation Brands (STZ), Sysco (SYY), Tractor Supply (TSCO), Union Pacific (UNP), Wells Fargo (WFC), Waste Management (WM), Williams Companies (WMB), Weyerhaeuser (WY)
Initiated (5)
Atmos Energy (ATO), D.R. Horton, Inc. (DHI), Emerson (EMR), Johnson Controls International (JCI), Starbucks (SBUX)
Stated (no change given) (70)
Accenture plc (ACN), Aflac Incorporated (AFL), Albemarle (ALB), Align Technology (ALGN), Amgen (AMGN), Ameriprise Financial (AMP), A. O. Smith (AOS), APA Corporation (APA), Amphenol (APH), Aptiv (APTV), Avery Dennison (AVY), Ball Corporation (BALL), Booking Holdings Inc. (BKNG), Baker Hughes Company (BKR), Dutch Bros Inc. (BROS), Boston Scientific Corporation (BSX), CF Industries Holdings (CF), C.H. Robinson Worldwide (CHRW), Coherent Corp. (COHR), Coinbase Global (COIN), Cencora (COR), Cognizant Technology Solutions (CTSH), Delta Air Lines, Inc. (DAL), Datadog, Inc. (DDOG), Dover Corporation (DOV), eBay (EBAY), Ecolab (ECL), EQT Corporation (EQT), Expand Energy Corporation (EXE), Diamondback Energy (FANG), Freeport-McMoRan Inc. (FCX), F5, Inc. (FFIV), Fidelity National Information Services (FIS), Globe Life (GL), Halliburton (HAL), Hilton Worldwide (HLT), Robinhood Markets (HOOD), Intercontinental Exchange (ICE), International Paper (IP), Ingersoll Rand (IR), Intuitive Surgical (ISRG), J.B. Hunt Transport Services (JBHT), Jack Henry & Associates (JKHY), Kinder Morgan (KMI), Linde plc (LIN), Southwest Airlines (LUV), Marriott International (MAR), McDonald's (MCD), Martin Marietta Materials (MLM), The Mosaic Company (MOS), Marathon Petroleum (MPC), Nasdaq, Inc. (NDAQ), NIKE (NKE), Old Dominion Freight Line (ODFL), PACCAR (PCAR), Regeneron Pharmaceuticals (REGN), Super Micro Computer (SMCI), Snap-on (SNA), Smurfit Westrock (SW), Synchrony Financial (SYF), Stryker (SYK), TE Connectivity (TEL), Trimble (TRMB), T. Rowe Price Group (TROW), Tyler Technologies (TYL), United Airlines Holdings (UAL), Upstart Holdings (UPST), Vulcan Materials Company (VMC), Willis Towers Watson (WTW), Zebra Technologies (ZBRA)
Next quarter only (36)
Astera Labs, Inc. (ALAB), Advanced Micro Devices (AMD), Arista Networks (ANET), AppLovin (APP), Arm Holdings (ARM), Citizens Financial Group (CFG), DoorDash, Inc. (DASH), Fifth Third Bancorp (FITB), Fabrinet (FN), Corning (GLW), Intel (INTC), KLA Corporation (KLAC), Lumentum Holdings (LITE), Lam Research (LRCX), LyondellBasell Industries (LYB), Monolithic Power Systems (MPWR), M&T Bank (MTB), Northern Trust (NTRS), Nucor (NUE), Navitas Semiconductor (NVTS), NXP Semiconductors (NXPI), onsemi (ON), Packaging Corporation of America (PKG), Qualcomm (QCOM), Reddit (RDDT), Shopify (SHOP), Snap Inc. (SNAP), Sandisk (SNDK), Seagate Technology (STX), Skyworks Solutions (SWKS), Teradyne (TER), Truist Financial (TFC), Tower Semiconductor (TSEM), Texas Instruments (TXN), Uber Technologies (UBER), Western Digital Corporation (WDC)
Withdrawn (2)
No outlook given (81)
Apple Inc. (AAPL), Arch Capital Group Ltd. (ACGL), American International Group (AIG), Arthur J. Gallagher & Co. (AJG), Allstate (ALL), Aon (AON), Apollo Global Management (APO), Ares Management (ARES), Axsome Therapeutics (AXSM), Boeing (BA), Bank of America (BAC), BlackRock, Inc. (BLK), The Bank of New York Mellon Corporation (BNY), Brown & Brown, Inc. (BRO), Blackstone Inc. (BX), Citigroup Inc. (C), Caterpillar Inc. (CAT), Chubb (CB), CBRE Group (CBRE), CDW (CDW), Cipher Digital (CIFR), Cincinnati Financial (CINF), Comcast (CMCSA), CME Group (CME), Capital One Financial (COF), CSX Corp. (CSX), Chevron Corporation (CVX), Dow Inc. (DOW), Domino's Pizza (DPZ), Everest Group (EG), Erie Indemnity Company (ERIE), Expeditors International of Washington (EXPD), Fair Isaac Corporation (FICO), Comfort Systems USA, Inc. (FIX), Fox Corporation (FOX), General Dynamics (GD), Alphabet (GOOGL), Goldman Sachs (GS), Huntington Bancshares (HBAN), The Hartford (HIG), Hut 8 Corp. (HUT), Interactive Brokers Group (IBKR), Invesco (IVZ), JPMorgan Chase (JPM), Loews Corporation (L), Las Vegas Sands (LVS), Mastercard (MA), MercadoLibre (MELI), MetLife (MET), MGM Resorts International (MGM), Marsh (MRSH), Morgan Stanley (MS), Microsoft (MSFT), Norfolk Southern (NSC), NAPCO Security Technologies (NSSC), NVR (NVR), News Corp (NWS), Omnicom Group (OMC), Principal Financial Group (PFG), Progressive (PGR), PulteGroup (PHM), PNC Financial Services Group (PNC), Prudential Financial (PRU), Phillips 66 (PSX), Raymond James Financial (RJF), Roku (ROKU), Rollins (ROL), Charles Schwab (SCHW), Steel Dynamics (STLD), Thermo Fisher Scientific (TMO), Texas Pacific Land (TPL), Travelers (TRV), Tesla (TSLA), Universal Health Services (UHS), Visa Inc. (V), Valero Energy Corporation (VLO), VeriSign, Inc. (VRSN), Wayfair Inc. (W), W. R. Berkley (WRB), ExxonMobil (XOM), Yum! Brands (YUM)
Source: each company's own earnings release (SEC EDGAR, 8-K Item 2.02 / EX-99), filed October 1 to November 4, 2026. Educational only, not advice.