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Corporate Earnings

Which USD 201 billion commerce platform grew revenue 34 percent and reports before the open on November 3?

Key HighlightsShopify (NASDAQ:SHOP) gets its third quarter 2026 print before the open on Tuesday, November 3, 2026. Calendar EPS consensus stands at USD 0.46, with aMarket Valuenear USD 201.29 billion.Second quarterRevenuerose 34 percent, or 33 percent in constant currency. Gross merchandiseVolumegrew more than 30 …

Vinay Lochav | 30 October 2026

What will a USD 173 billion drugmaker, with COVID sales shrinking to about USD 4 billion, show on November 3?

The core question is whether growth products can outrun shrinking COVID sales. Comirnaty and Paxlovid fell 59 percent and 63 percent in the first quarter, and low COVID incidence could keep limiting Paxlovid use, with Comirnaty sales concentrated toward year end. Offsetting that in …

Vinay Lochav | 30 October 2026

Why could a USD 146 billion power equipment maker with Americas electrical orders up 41 percent move on November 3?

Backlog is the bridge between orders and future revenue. With Electrical backlog up 43 percent and Americas orders up 41 percent on a rolling basis,Revenuevisibility is unusually strong, and the third quarter organic growth guide of 13.5 percent to 15.5 percent builds on it. …

Vinay Lochav | 30 October 2026

Can a USD 128 billion refiner that earned USD 17.73 a share last quarter reach USD 26 on November 3?

Key HighlightsMarathon Petroleum (NYSE:MPC) is scheduled for third quarter 2026 results before the open on Tuesday, November 3, 2026. The calendar EPS consensus is USD 26, against aMarket Valuenear USD 128.33 billion.Second quarterNet Incomeattributable to the company was USD 5.138 billion, or USD 17.73 …

Vinay Lochav | 30 October 2026

Why is a USD 116 billion travel leader guiding room nights up just 3 to 5 percent before its November 3 report?

Management said travelDemandstayed resilient into the third quarter, supported by domestic travel, while watching the Middle East conflict and indirect effects such as higher airfares, reduced flight capacity and softer long-haul demand. Currency is expected to reduce reported revenue growth by about 1 point …

Vinay Lochav | 30 October 2026

Which USD 92 billion oil sands giant lifted its monthly buyback to CAD 500 million before its November 3 report?

Key HighlightsSuncor Energy (NYSE:SU) is due to report third quarter 2026 results after the close on Tuesday, November 3, 2026, per theEarningscalendar, with consensus EPS of 3.44, currency not stated, and aMarket Valuenear USD 92.24 billion.Second quarter adjusted operating earnings were CAD 3.804 billion, …

Vinay Lochav | 30 October 2026

Can a USD 79 billion Brazilian bank hold a 24.3 percent return on equity when it reports on November 3?

Key HighlightsItau Unibanco (NYSE:ITUB) is listed on theEarningscalendar for Tuesday, November 3, 2026, with the call time not specified, consensus EPS of USD 0.22 per ADR and aMarket Valuenear USD 79.47 billion.Second quarter recurring managerialNet Incomewas BRL 12.4 billion, up 1.0 percent from the …

Vinay Lochav | 30 October 2026

Which pipeline giant lifted its 2026 EBITDA outlook to USD 19.1 billion, yet faces a forecast earnings dip from USD 0.59 to USD 0.41 per unit?

The mechanism isVolumeunder long-term contracts: once a pipeline or processing plant enters service, fee-based flows convert into EBITDA with little added cost. The Hugh Brinson pipeline was expected to have 1.5 billion cubic feet per day of Phase 1 capacity by September 1, Mustang …

Vinay Lochav | 30 October 2026

Which luxury carmaker lifted its 2026 adjusted EPS floor to 9.68 euro even though first-half shipments dropped 4.0 percent?

Ferrari manages scarcity: it allocates cars against an order book, and personalization and mix can liftRevenueper car even when units slip. In the second quarter, shipments of 3,366 were about 3.7 percent lower than 3,494, yet net revenues rose about 8.4 percent from 1,787 …

Vinay Lochav | 30 October 2026

Which USD 1.05 trillion asset manager drew USD 298 billion of inflows in a year, yet missed EPS last quarter, with USD 2.20 expected on November 3?

Apollo earns management and transaction fees on assets in its funds, and it earns a spread in Retirement Services: theYieldon assets it originates minus the cost of the policies it sells. Origination of USD 74 billion in the second quarter feeds that spread, and …

Vinay Lochav | 30 October 2026
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