This Week's Earnings Calls

Nov 2, 2026

• IDXX · IDEXX LABS INC — Raised full-year revenue and diagnostics growth
• ON · ON SEMICONDUCTOR CORP — Ferric acquisition and AI data center ramp
• TEM · TEMPUS AI INC-CL A — Data deals, oncology growth, Personalis acquisition
• VRTX · VERTEX PHARMACEUTICALS INC — Revenue growth, Crinetics deal and renal launch readiness
• LSCC · LATTICE SEMICONDUCTOR CORP — Record revenue, FPGA growth, AMI integration
• EL · LAUDER ESTEE COS INC — Beauty Reimagined lifts outlook and margins
• MAR · MARRIOTT INTL INC NEW — Raised 2026 RevPAR guidance; strong growth, conversions
• SBAC · SBA COMMUNICATIONS CORP NEW — Spectrum pipeline and capital allocation
• AEIS · ADVANCED ENERGY INDS — Record quarter and Thailand factory ramp
• ALSN · ALLISON TRANSMISSION HLDGS I — Allison becomes integrated propulsion systems provider
• AXSM · AXSOME THERAPEUTICS INC — Commercial growth and pipeline progress
• ETR · ENTERGY CORP NEW — Google expansion and growth plan
• FN · Fabrinet — Strong data center demand and capacity expansion
• HNGE · HINGE HEALTH INC — Growth and margin expansion with new Migraine and GI programs
• TSEM · TOWER SEMICONDUCTOR LTD — Silicon photonics capacity expansion and record quarter
• BWXT · BWX TECHNOLOGIES INC — BWXT highlights nuclear wins and capacity expansions
• CHH · CHOICE HOTELS INTL INC — Net rooms growth and asset-light shift
• CHKP · CHECK POINT SOFTWARE TECH LT — Product trough; AI and subscription growth
• FOXA · FOX CORP — Record quarter driven by World Cup and Fox streaming
• MTCH · MATCH GROUP INC NEW — Tinder turnaround momentum and Hinge growth outlook
• NBIX · NEUROCRINE BIOSCIENCES INC — Record commercial performance and pipeline updates
• PEG · PUBLIC SVC ENTERPRISE GRP IN — Q3 results and regulatory, nuclear, and hedging updates
• ADEA · ADEIA INC — Guidance cut due to deal timing
• AKR · ACADIA RLTY TR — Street retail growth and acquisitions drive results
• CIFR · CIPHER MINING INC — Barber Lake lease expansion and project progress
• FOX · FOX CORP — Record quarter driven by sports and Fox 1
• KRYS · KRYSTAL BIOTECH INC — VYJUVEK growth and pipeline progress
• LIFE · ETHOS TECHNOLOGIES INC — Record quarter and raised guidance
• O · REALTY INCOME CORP — More ways to invest and fund growth
• RYAAY · RYANAIR HOLDINGS PLC — Fuel shock, MAX 10 delivery, and buyback plan

+5 more calls

Oct 30, 2026

• CVX · CHEVRON CORP NEW — Venezuela growth and operational gains
• XOM · EXXON MOBIL CORP — Refining strength and LNG plus capital returns
• ABBV · ABBVIE INC — Strong immunology growth and raised guidance
• MTZ · MASTEC INC — Power Delivery strength and record backlog
• RBC · RBC BEARINGS INC — Aerospace and industrial revenue growth
• CNI · CANADIAN NATL RY CO — Operations, growth, and capital discipline
• EXC · EXELON CORP — Narrowed guidance and investment plan
• GD · GENERAL DYNAMICS CORP — Record backlog after large submarine contracts
• GLPI · GAMING & LEISURE PPTYS INC — Development funding and Bally's Chicago update
• LYB · LYONDELLBASELL INDUSTRIES N — Cash strength and refinery site sale
• WY · WEYERHAEUSER CO MTN BE — Growth projects and timberland divestiture
• CBOE · CBOE GLOBAL MKTS INC — S&P license extension and KPI product launch
• CCJ · CAMECO CORP — Operations and contracting discipline around nuclear demand
• CHD · CHURCH & DWIGHT CO INC — Power brands drive growth and margin expansion
• CL · COLGATE PALMOLIVE CO — Margin gains, Hill's strong growth, U.S. turnaround work
• CPRI · CAPRI HOLDINGS LIMITED — Michael Kors and Jimmy Choo momentum and guidance
• D · DOMINION ENERGY INC — Coastal Virginia wind and NextEra combination
• FMC · FMC CORP — Commercial pricing actions to reduce channel inventory
• OMF · ONEMAIN HLDGS INC — Receivables growth and credit improvement
• SNY · SANOFI — Strategy reset and Regeneron alliance
• ABR · ARBOR REALTY TRUST INC — Dividend suspended to preserve liquidity
• BP · BP PLC — Prioritizing Deepwater Horizon liabilities and Q3 results
• BTSG · BRIGHTSPRING HEALTH SVCS INC — Specialty pharmacy and provider growth
• CUBE · CUBESMART — Q3 recovery, expense control, and capital allocation
• EMN · EASTMAN CHEM CO — DOE-backed Kingsport circular expansion
• IR · INGERSOLL RAND INC — Large engineered data center order and stronger guidance
• LEA · LEAR CORP — Quarterly results, backlog wins, and Orion automation
• LNT · ALLIANT ENERGY CORP — Capital plan increase and data center growth
• MHK · MOHAWK INDS INC — New strategy and $500M share buyback plan
• NVT · NVENT ELECTRIC PLC — Data center-led growth and Maverick Power acquisition

+63 more calls

Oct 29, 2026

• AMZN · AMAZON.COM INC — AWS AI growth and company results
• MA · MASTERCARD INCORPORATED — Network expansion and agentic commerce push
• DASH · DOORDASH INC - A — Instacart deal and DashMart expansion
• INTC · INTEL CORP — AI server demand and supply constraints
• RDDT · REDDIT INC — Logged-in shift and ad product momentum
• LIN · LINDE PLC — Record sales and major restructuring action
• CRH · CRH PLC — Arcosa closing, Velocity and updated guidance
• LLY · ELI LILLY & CO — Incretin-driven revenue and pipeline progress
• MRK · MERCK & CO INC — Pipeline milestones and product launches
• VMC · VULCAN MATLS CO — Pricing outlook, acquisitions, and energy cost headwinds
• CAT · CATERPILLAR INC — Record backlog and strong sales growth
• CROX · CROCS INC — Brands return to growth; guidance raised
• DLR · DIGITAL RLTY TR INC — Record leasing and raised FFO guidance
• ICE · INTERCONTINENTAL EXCHANGE IN — Trading strength, MarketAxess deal, crypto partnerships
• INSM · INSMED INC — BRINSUPRI blockbuster launch and raised guidance
• MPWR · MONOLITHIC PWR SYS INC — Revenue milestone and capacity expansion
• RKT · ROCKET COS INC — Margin expansion and share gains in tough market
• ATI · ATI INC — Raised full-year outlook after strong quarter
• BLDR · BUILDERS FIRSTSOURCE INC — Cost actions and share gains amid soft housing
• DXCM · DEXCOM INC — CGM growth, CONNECT study, G7 15 Day rollout
• HSY · HERSHEY CO — 2027 focus: more innovation and cost work
• ILMN · ILLUMINA INC — NovaSeq X placements drive revenue and guidance raise
• MKL · MARKEL GROUP INC — Adverse development cover and capital allocation
• MO · Altria Group, Inc. — on! pouch growth and raised EPS guidance
• RBLX · ROBLOX CORP -CLASS A — AI creator tools and Universal Player
• SNDK · SANDISK CORP — AI-driven NAND growth and NBMs
• WTW · WILLIS TOWERS WATSON PLC LTD — Propel AI rollout and Q3 performance
• XEL · XCEL ENERGY INC — New five-year investment plan
• ARES · ARES MANAGEMENT CORPORATION — Fundraising and deployment momentum across strategies
• BFAM · BRIGHT HORIZONS FAM SOL IN D — Updated full-year outlook and Australia impairment

+256 more calls

Oct 28, 2026

• GOOGL · ALPHABET INC — Gemini 4 models and Cloud TPU scaling
• MSFT · MICROSOFT CORP — Copilot expansion and AI-driven Azure growth
• GOOG · ALPHABET INC-CL C — Gemini 4 launch and Cloud TPU scaling
• VRT · VERTIV HOLDINGS CO — Raised guidance after strong orders and growth
• GEV · GE VERNOVA INC — Acquisition expands high-voltage electrification business
• TER · TERADYNE INC — AI-driven wafer-to-data-center growth
• CVNA · CARVANA CO — Scaling the machine and record results
• EQIX · EQUINIX INC — Strong demand, pricing and capacity expansion
• AEP · AMERICAN ELEC PWR CO INC — AEP introduces large multi-year capital plan
• APH · AMPHENOL CORP NEW — Record quarter led by IT Datacom and acquisitions
• GEHC · GE HealthCare Technologies Inc. Common Stock — Raised full-year guidance after strong execution
• KLAC · KLA CORP — KLA reports record revenue and strong margins
• ADP · Automatic Data Processing — AI-driven product adoption and margin expansion
• AON · AON PLC — Aon Q3 growth and USI acquisition update
• BSX · BOSTON SCIENTIFIC CORP — Q3 results and 2027 outlook
• FDX · FEDEX CORP — FedEx raises full-year outlook after strong Q3
• FLEX · FLEX LTD — Spin-off focus and CPI power growth
• LFUS · LITTELFUSE INC — Record quarter and Dortmund contract amendment
• MGM · MGM RESORTS INTERNATIONAL — Quarterly results and MGM Osaka update
• PSX · PHILLIPS 66 — Strong operating results and capital allocation update
• ACGL · ARCH CAP GROUP LTD — Strong underwriting and heavy share buybacks
• AER · AERCAP HOLDINGS NV — Raised full-year EPS after record quarter
• CMG · CHIPOTLE MEXICAN GRILL INC — Recipe for Growth traction and restaurant expansion
• ETSY · ETSY INC — Marketplace growth and AI-driven personalization
• FORM · FORMFACTOR INC — Farmers Branch ramp and record Q3 results
• GNRC · GENERAC HLDGS INC — Data center win and capacity ramp
• MIR · MIRION TECHNOLOGIES INC — Backlog growth and revised full-year guidance
• NOW · SERVICENOW INC — AI monetization and Control Tower momentum
• TEL · TE CONNECTIVITY PLC — DDN-driven AI and fiscal 2027 outlook
• TMUS · T-MOBILE US INC — Network-led growth and new T-Mix plan

+162 more calls

Oct 27, 2026

• V · VISA INC — Tokenization, VAS growth, and agentic commerce focus
• SPGI · S&P GLOBAL INC — Strategic review of Capital IQ and data businesses
• STX · SEAGATE TECHNOLOGY HLDNGS PL — Mozaic ramp and strong demand for nearline drives
• KO · COCA COLA CO — Q3 results and 2026 guidance update
• SHW · SHERWIN WILLIAMS CO — Earnings, pricing, and Suvinil integration
• FCX · FREEPORT- MCMORAN INC — Grasberg ramp-up and leach technology focus
• GLW · CORNING INC — SpringBoard growth and optical communications momentum
• WSO · WATSCO INC — Technology, M&A and margin focus
• BA · BOEING CO — Free cash flow targets and production ramp update
• CNC · CENTENE CORP DEL — Updated 2026 EPS guidance and segment momentum
• HOOD · ROBINHOOD MARKETS INC - A — Product launches, Chain growth, and wallet expansion
• AMT · AMERICAN TOWER CORP NEW — Tower demand and CoreSite data center strength
• BRO · BROWN & BROWN INC — Accession integration and market headwinds
• CNP · CENTERPOINT ENERGY INC — Houston-driven capital plan increase
• CSGP · COSTAR GROUP INC — Margin expansion and M&A drive results
• ECL · ECOLAB INC — Ecolab sees inflection point in growth engines
• FFIV · F5, Inc. Common Stock — F5 emphasizes AI security and platform consolidation
• HCA · HCA HEALTHCARE INC — Payer mix shift and Medicaid payment changes
• HLT · HILTON WORLDWIDE HLDGS INC — Strong RevPAR and record unit openings
• IQV · IQVIA HLDGS INC — AI adoption and strong R&D bookings
• JCI · JOHNSON CTLS INTL PLC — Investing to scale thermal technology capacity
• NVS · NOVARTIS AG — Upgraded core operating income guidance
• PYPL · PAYPAL HOLDINGS INC — PayPal pushes financial services, cost cuts, Venmo growth
• RGEN · REPLIGEN CORP — Record quarter and BioLife acquisition
• UPS · UNITED PARCEL SERVICE INC — UPS raises outlook on premium growth
• CLS · CELESTICA INC — AI infrastructure ramps and capacity investments
• CMS · CMS ENERGY CORP — NorthStar restructure and large IRP plan
• HIG · HARTFORD INSURANCE GROUP INC — Leadership change and strong operating results
• HRI · HERC HLDGS INC — Guidance raise and Q4 fleet investment
• HUBB · HUBBELL INC — Stronger Electrical sales lift full-year outlook

+90 more calls

What is an earnings call?

On results day, US companies hold a call where management walks through the numbers and answers analyst questions — often close to an hour, in English. FolioObs turns the transcript into plain-language notes for each company: a one-line summary, the revenue figure, what management stressed, and the analyst Q&A. Notes usually appear within a few hours of the call.