Earnings calls of companies listed in the United States ·
US earnings calls, late October 2026: several companies raise fiscal 2026 guidance
Several companies raised fiscal 2026 guidance on US earnings calls held October 27-30, 2026. American Electric Power said it expects 2026 operating earnings at or above $6.55 per share, the top of its range.
An update from FactIQ, written from company statements in earnings calls of companies listed in the United States. What is FactIQ?
Key figures
- American Electric Power, expected annual operating earnings per share growth, fiscal years 2027 to 2031
- 9%-11%stated by the chief financial officer; up from 7%-9%
- Cheniere Energy, increase in adjusted earnings before interest, taxes, depreciation and amortization guidance, fiscal year 2026
- $850 millionstated by the chief financial officer; new range $8.75 billion-$9.25 billion
- O'Reilly Automotive, comparable-store sales growth guidance, fiscal year 2026
- 5.5%-6.5%stated by the chief executive; raised from 4%-6%
- Boston Scientific, organic revenue growth, third quarter of fiscal year 2026
- 1.5%stated by the chief financial officer; below the 3%-5% guidance range
Several companies said they raised their fiscal year 2026 guidance
- Cheniere Energy: the chief financial officer said it raised adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) guidance by $850 million to $8.75 billion-$9.25 billion. It also raised distributable cash flow guidance by $750 million to $6.05 billion-$6.55 billion.
- ONEOK: the chief financial officer said it raised its adjusted EBITDA midpoint to approximately $8.55 billion, up $200 million from last quarter. The chief executive said this was the third increase in 2026.
- O'Reilly Automotive: the chief executive said it raised comparable-store sales growth guidance from 4%-6% to 5.5%-6.5%.
- Republic Services: the chief financial officer said its revenue guidance midpoint increased about $200 million versus the July guide.
- Digital Realty: the chief financial officer said it raised Core FFO (funds from operations, a profit measure used by real estate companies) per-share guidance by $0.15 to $8.30-$8.35.
Some companies set higher targets beyond 2026
American Electric Power (AEP) said it increased its expected annual operating EPS (earnings per share) growth rate to 9%-11% for fiscal years 2027 to 2031, up from 7%-9%. TE Connectivity, whose fiscal year 2026 has ended, expects fiscal year 2027 organic growth to be similar to the 12% delivered in fiscal year 2026. TE Connectivity expects first-quarter fiscal year 2027 sales of $5.35 billion, up 15% year over year.
Boston Scientific said its quarterly results came in below its guidance
The chief financial officer said organic revenue growth in the third quarter of fiscal year 2026 was 1.5%, below the 3%-5% guidance range. The chief financial officer said adjusted EPS was $0.73, below the $0.80-$0.82 range. The company guides to approximately 4% organic revenue growth for fiscal year 2026.
Banks and insurance brokers said they are on track for their 2026 plans
- Deutsche Bank: the chief executive said revenue reached EUR 25.5 billion in the first nine months of 2026, on track for its full-year ambition of around EUR 33 billion.
- NatWest Group: the chief financial officer said it expects fiscal year 2026 income excluding notable items of around GBP 17.9 billion, an increase of over 9% year on year.
- Arthur J. Gallagher: the chief financial officer said brokerage organic growth was 5% in the third quarter of fiscal year 2026.
- Aon: the chief financial officer said it expects standalone free cash flow growth to be double-digit in fiscal year 2026, excluding USI-related cash expenses.
Source: Earnings calls of companies listed in the United States.