Large-Caps — page 4
Northrop Grumman Lifts 2026 Profit Outlook After Record Backlog
Third-quarter sales rose 7% to $11.1 billion as the company raised MTM-adjusted EPS guidance to $29.35–$29.75.
Netflix Cuts 2026 Ad Revenue Outlook After Slow Rollout
Full-year revenue is now $51.1 billion, 0.2% below the prior range midpoint, with advertising seen at about $2.7 billion instead of $3 billion.
Lockheed Martin Lifts 2026 Sales and Cash Outlook Again
Third-quarter sales were $20.7 billion and the company now sees 2026 free cash flow of about $7.8 billion to $8.0 billion, after raising guidance for the second straight quarter.
Intuitive Records $450 Million Antitrust Settlement Charge
Third-quarter revenue reached $3.05 billion, up 22%, as worldwide da Vinci and Ion procedures grew about 15%.
Honeywell Technologies Raises 2026 Outlook After Organic Growth
Organic sales growth accelerated to 7% in the third quarter, and the company lifted full-year organic growth to 4%–5% and adjusted EPS to $8.40–$8.45.
Dover Raises 2026 Adjusted Earnings Outlook
Organic sales rose 7.1% in the third quarter as Climate & Sustainability Technologies and Clean Energy & Fueling led the diversified manufacturer.
Carpenter Lifts Buyback After Record First-Quarter Profit
Operating income reached a record $196.4 million as Aerospace and Defense demand accelerated and Specialty Alloys margins held near the prior quarter's peak.
Sandisk Agreed to Split Out Major Costs After SEC Push
Sandisk revised its proposed segment disclosures to separate major charges and give investors a clearer breakdown of research and administrative spending.
U.S. Bancorp NIM Expands as Credit Card Purchase Lifts NII
Net interest margin reached 2.84% and taxable-equivalent net interest income rose to $4,490 million as a small-business card purchase and fixed-asset repricing added to the spread.
State Street Servicing Fees Hit Record AUC/A as NIM Widens
Servicing fees reached $1,492 million as assets under custody and administration rose to a record $59.2 trillion.
Morgan Stanley Wealth Management Posts Record $9.1 Billion Quarter
Wealth Management net revenues hit a record $9.07 billion as net new assets reached $232.4 billion and firm net interest income rose 17% sequentially.
Wabtec Tightens 2026 Adjusted Earnings Outlook
The rail-technology company lifted 2026 adjusted EPS guidance to $10.85–$11.05 after third-quarter sales of $3.12 billion and a 22.0% rise in adjusted earnings.
United Expects Fourth-Quarter Revenue Growth to Accelerate
Third-quarter operating revenue hit a record $17.9 billion, up 17.4%, and the airline said fourth-quarter growth should exceed 20%.
Thermo Fisher Organic Growth Accelerates to 6%
Third-quarter revenue reached $12.14 billion as adjusted EPS rose 15% to $6.68.
NextEra Energy Keeps 8% Earnings Growth Target
Adjusted earnings rose 9.7% to $1.24 a share as FPL's capital employed grew 9.2% and the Dominion deal advanced after shareholder votes.
3M Raises 2026 Adjusted EPS Outlook After Third Quarter
The company lifted full-year adjusted EPS to $9.10 to $9.15 after a 26.2% adjusted operating margin and $2.50 of adjusted earnings a share.
UDR to Form $2.0 Billion Apartment Joint Venture With Apollo
Apollo-managed funds will invest $1.34 billion for an approximate two-thirds stake in 19 communities totaling 7,059 homes, with UDR retaining a one-third interest and continuing to manage the portfolio.
Teledyne to Buy Varex Imaging in $1.1 Billion Cash Deal
The aerospace and defense electronics maker will fold the X-ray imaging company into its Digital Imaging segment after stockholder and regulatory approvals.
Mcdonalds Defended Sales Disclosure After SEC Sought More Detail
The company cited limited franchise data in defending its revenue explanation, following earlier exchanges that produced clearer profit presentations.
Corning Agreed to Narrow Currency Adjustments After SEC Push
Corning proposed limiting its core-results currency adjustment to hedged exposures after SEC staff challenged a method that also adjusted unhedged amounts.
Earnings Roundup for Week of Oct. 12, 2026
BlackRock’s as-adjusted operating margin reached 47.8%, UnitedHealth’s earnings from operations rose to $6.6 billion, and Albertsons’ identical sales fell 0.8%.
Deals Roundup for Week of Oct. 12, 2026
CCC and Varonis signed cash acquisition agreements, Humana announced BlackRock’s planned purchase of WCAS’s roughly $2.8 billion stake in CenterWell clinic ventures, and Fermi signed a 15-year lease with about $6.5 billion in contracted revenue.
Transcript Highlights for Week of Oct. 12, 2026
Selected remarks cover freight repricing, commercial borrowing, warehouse demand, alumina guidance, investment flows and franchise expansion.
Insider Buying: Week Ending October 16, 2026
The week’s reported purchases, buying relative to company size, and persistent buying.
Truist Swings to Credit Benefit After RAC Loan Sale
Truist Financial (TFC), the Charlotte-based consumer and wholesale bank, recorded a $253 million third-quarter credit-loss benefit following its RAC loan sale.
Schwab Core Net New Assets Hit Record $190.4 Billion
Core net new assets reached a record $190.4 billion in the third quarter, up 38% year-over-year, as net revenues hit a record $7.17 billion.
BNY Net Interest Income Fell 2% on Lower Deposits
Bank of New York Mellon’s third-quarter net interest income slipped to $1.423 billion as lower deposit balances outweighed gains from reinvesting securities at higher yields.
Semiconductor Export Controls Draw Chinese Legal Challenges
Chip companies described Chinese countermeasure risks, uncertain export licenses and harm to existing business.
Travelers’ Underlying Underwriting Margin Improvement Paused
Travelers reported a third-quarter combined ratio of 86.8%, compared with 83.6% in the second quarter.
M&T’s Net Interest Income Growth Stalled
M&T’s net interest margin fell 5 bps to 3.65% in the third quarter despite continued growth in average loans.