Key Highlights

  • Marriott International lifted its 2026 worldwide RevPAR outlook to 4.5% to 5%, after third quarter Revenue of $7.005 billion.
  • Diamondback Energy raised its 2026 oil output target to roughly 524 MBO/d and its spending plan to a band of $3.95 billion through $4.00 billion.
  • Entergy lifted the floor of its 2026 adjusted EPS guidance by $0.10, following Net Income of $940.3 million.
  • Vertex Pharmaceuticals moved 2026 revenue guidance up to $13.15 billion through $13.25 billion.
  • Palantir expanded its 2026 revenue forecast into a $8.530 billion through $8.534 billion band, which implies 91% growth.

Five Companies That Nudged Their Outlooks Higher

This group of five lifted forward guidance in results released Nov 2, 2026, arranged by quarterly revenue from largest to smallest. Marriott International (NASDAQ:MAR) sits at the top with $7,005 million and lifted the full-year view on RevPAR expansion to 4.5% to 5%.

Next, Diamondback Energy (NASDAQ:FANG) posted $5,431 million and lifted production and Capital spending guidance for 2026. Entergy (NYSE:ETR) brought in $4,365.2 million and lifted the lower end of its adjusted per-share Earnings target by $0.10. Meanwhile, Vertex Pharmaceuticals (NASDAQ:VRTX) recorded $3,440.8 million and increased its 2026 revenue outlook, while Palantir (NASDAQ:PLTR) reported $2,313.4 million and boosted its outlooks for revenue, operating profit and cash generation.

Each company tracks a different yardstick, from hotel RevPAR and barrels of oil to Earnings Per Share and sales, so the raises do not line up on a common scale.

1. Marriott International: Raised RevPAR Path and Fee Growth Targets

Third quarter revenue at Marriott came to $7.005 billion, roughly 8% higher (calculated), with $794 million of net income and $3.04 of diluted EPS. Worldwide RevPAR gained 6.5%, and adjusted EBITDA advanced 12% to $1.51 billion.

Global RevPAR growth for 2026 now stands at a projected 4.5% to 5%, compared with 1.5% to 2.5% when the year began. Gross fees are expected to climb about 13%, adjusted diluted EPS to rise 20% to 21%, and the early 2027 outlook points to RevPAR rising between 3.5% and 4.5%.

Capital returns this year are slated to total at least $4.8 billion. The development pipeline hit a High-Water Mark of more than 634,000 rooms. Incentive fees reached $181 million after a 22% gain, and owned, leased and other revenue after expenses fell from $70 million to $41 million.

2. Diamondback Energy: Upward Revisions to Oil Volumes, Total Output and Capital Budget

Revenue for the period hit $5.431 billion, a 38.4% gain (calculated), while profit attributable to the company reached $1.603 billion, equal to $5.69 a diluted share. Free Cash Flow amounted to $2.1 billion.

Oil Volume guidance for 2026 moved to around 524 MBO/d, up from 522+ MBO/d, while total output is now about 1,015 MBOE/d versus 1,000+ previously. Cash capex for the full year is now placed between $3.95 billion and $4.00 billion, up from roughly $3.9 billion.

Oil output for the final quarter is expected to range from 518 to 528 MBO/d. Beyond that, directors lifted the yearly base Dividend by 7.3%, to $4.72 a share, and repurchases during the period covered 1.3 million shares, costing around $251 million.

3. Entergy: Customer Growth and Heat-Driven Demand Behind a Higher EPS Floor

Entergy's third quarter net income reached $940.3 million, equal to $1.98 a diluted share and up 35.5% (calculated) from $693.8 million. Operating revenues totaled $4,365.2 million, a 14.5% increase (calculated). Leadership pointed to customer growth and a hot summer, plus ramps at data centers and primary metals.

Adjusted EPS guidance for 2026 was narrowed by lifting the bottom of the range $0.10, though the numeric range does not appear in the files. The capital program spanning 2026 to 2030 expanded by about $1.5 billion.

Financing costs told a different story: net interest expense moved up from $324.9 million to $435.6 million. Long-term Debt reached $33.7 billion, up from $27.9 billion as 2025 closed. Nine-month Operating Cash Flow came to $4.96 billion, and management noted that planned 2026 financing is finished.

4. Vertex Pharmaceuticals: Launch Sales Weigh Against Deal Costs in the New Forecast

Vertex's third quarter brought in $3.44 billion, a 12% rise, and GAAP earnings reached $654 million ($2.56 a diluted share), against $1.1 billion a year before. Costs linked to a transaction that closed Sep 1, 2026 weighed on the result, among them roughly $500 million of pay-related and deal-related expenses.

Non-GAAP net income held near $1.2 billion in each period, while non-GAAP diluted EPS moved from $4.80 to $4.76. Full-year 2026 sales guidance now sits between $13.15 billion and $13.25 billion, up from an earlier band running $13.1 billion through $13.2 billion.

The non-GAAP Operating Expense outlook, taken together, moved up to roughly $6.0 billion. CASGEVY sales reached $99 million, while JOURNAVX brought in $58 million, and cash plus marketable securities stood at $9.8 billion at quarter close.

5. Palantir: Revenue Forecast Jump Lifts Implied Growth to 91%

Third quarter revenue at Palantir reached $2.313 billion, up 96%, and GAAP net income hit $1.128 billion, or $0.44 a diluted share. Domestic commercial revenue grew 148% to $984 million, edging past U.S. government sales for the first time.

The 2026 revenue forecast was raised into a band between $8.530 billion and $8.534 billion, which adds nine points to implied growth. Adjusted free cash flow expectations stand at $4.8 billion through $5.0 billion. Adjusted Operating Income targets were pushed up, now spanning $5.245 billion through $5.249 billion.

For the fourth quarter, the outlook is $2.649 billion through $2.653 billion, and management continues to expect GAAP operating income and net income in each quarter of the year.

Scale and Margins Across the Five Raisers

Quarterly revenue for the five added up to about $22.6 billion (calculated), and Marriott represented roughly 31.1% (calculated). Average year-over-year growth came to about 33.8% (calculated), and the gap between Palantir's 96% and Marriott's roughly 8% (calculated) measured 88 points.

Net margins, calculated from revenue, were 11.3% at Marriott, 19.0% at Vertex, 21.5% at Entergy, 29.5% at Diamondback and 48.8% at Palantir. Taken together, net income reached roughly $5.12 billion (calculated).

The midpoint of Vertex's revenue forecast went up by roughly $50 million (calculated). Measurement bases still vary: the profit figures are GAAP, and Vertex's include acquisition-linked expenses.

The types of guidance vary as well. Marriott and Diamondback lifted operational or volume goals, Entergy raised the bottom end of an earnings-per-share band, and Vertex and Palantir pushed up sales expectations. Each raise therefore sits on a different scale, and no common ranking applies.

What to Watch Next: Vertex's FDA Target, Entergy's Rate Proceedings and Diamondback's Payout

The $1.18 quarterly payout from Diamondback is due Nov 19, 2026. Vertex faces an FDA target action date of Nov 30, 2026 for povetacicept in IgA nephropathy, and a change of finance chief becomes effective Jan 1, 2027.

Before year-end, Entergy anticipates a decision in its Arkansas rate case, and a Louisiana determination is expected during the December commission session. Palantir's next scheduled checkpoint is its fourth quarter report, although no date appears in the materials. Marriott's documents list no dated event, though they project fourth quarter adjusted EBITDA to grow 12% to 14%. Entergy also plans to elaborate on its outlooks at an upcoming industry financial conference.