US earnings calls, November 2–10, 2026: several companies raise full-year guidance

Four companies said they raised their full-year forecasts

• Venture Global said its fiscal year 2026 guidance for earnings before interest, taxes, depreciation and amortization (EBITDA) rose from $8.7 billion-$9.1 billion. The chief executive said it had contracted over 99% of its fiscal year 2026 cargo portfolio, up from 91%.
• Honda said it revised its fiscal year 2027 operating profit forecast up by JPY 130 billion to JPY 780 billion. It said its forecast for profit attributable to owners of the parent rose by JPY 100 billion to JPY 500 billion.
• Tapestry said it raised its fiscal year 2027 earnings per share (EPS) outlook to $8.25-$8.35, from $7.80-$7.90. It raised its revenue outlook to $8.5 billion-$8.6 billion.
• Pembina Pipeline said it raised its fiscal year 2026 adjusted EBITDA guidance to CAD 4.45 billion–CAD 4.55 billion (CAD means Canadian dollars), from CAD 4.35 billion–CAD 4.55 billion.

Three utilities described large multi-year investment plans

• DTE Energy said its five-year utility investment plan totals approximately $44 billion, nearly $10 billion above the prior plan.
• PPL said its capital plan totals $25 billion through 2030, approximately $2 billion more than its prior four-year plan. It said it raised its annual EPS growth target by 100 basis points to 7%-9% through at least 2030.
• Eversource Energy said it reaffirmed its $26.5 billion five-year capital plan through 2030.

Fox and onsemi reported revenue growth and new targets

• Fox said its revenue grew 22% to $4.6 billion in the first quarter of fiscal year 2027, and EBITDA grew 54% to $1.6 billion.
• onsemi said it reported $1.72 billion of revenue in the third quarter of fiscal year 2026. It expects fiscal year 2026 artificial intelligence (AI) data-center revenue of approximately $620 million, up 140% year over year. It raised its fiscal year 2030 AI data-center revenue target by $500 million to greater than $3 billion.

Other companies gave guidance and returns

• TransDigm said its fiscal year 2027 revenue guidance midpoint is $12.05 billion, approximately 14% above the prior year.
• Credicorp said it generated 19.9% return on equity (ROE), a measure of profit relative to shareholders' capital, in the third quarter of fiscal year 2026.
• Sea Limited said its Shopee business remains on track to deliver around 25% growth in gross merchandise value (GMV), the total value of goods sold, for fiscal year 2026.