US earnings calls, November 2026: ITT, Revvity raise outlooks; Nebius cuts revenue range

Several companies said they raised their fiscal 2026 outlooks

On calls held from 2 to 12 November 2026, several companies said they raised their full-year guidance.

• ITT: the chief financial officer said ITT raised its FY2026 (fiscal year 2026) organic revenue growth guidance to 7%-9%. The chief financial officer also said it raised its adjusted earnings per share (EPS) outlook by $0.36 to a midpoint of $8.58, representing 19% year-over-year growth.
• Revvity: the chief executive said Revvity raised its FY2026 pro forma organic growth outlook from 2%-3% at the start of the year to approximately 5%. The chief executive said Revvity delivered 7% pro forma organic revenue growth in the third quarter of fiscal 2026.
• Permian Resources: the chief executive said the company raised its FY2026 oil production guidance midpoint to 202,000 barrels per day, approximately 11% above last year.

Nebius said it lowered its revenue range and raised its spending plan

The chief financial officer of Nebius said it lowered FY2026 revenue guidance from $3 billion-$3.4 billion. The chief financial officer said Nebius raised its FY2026 capital expenditure (CapEx), its spending on long-lived assets, guidance to around $27 billion from $20 billion-$25 billion. The chief financial officer said some third-party capacity is now expected to shift into the second quarter of fiscal 2027. The chief financial officer said Nebius is quite confident in its calendar 2027 revenue guidance of $12 billion-$13 billion.

Some companies said they raised longer-term targets

• Franklin Resources: the chief executive said Franklin Templeton raised its FY2029 exchange-traded fund (ETF) assets under management target from $93 billion to $200 billion. It also increased its fiscal 2029 private-markets fundraising target from $100 billion to $150 billion.
• Tower Semiconductor: the chief financial officer said its updated model targets annual revenue of $3.6 billion, $760 million or 27% above the February model.
• MACOM: the chief executive said the company's base case is about 80% year-over-year data-center growth in FY2027.

Other companies gave updates on results and plans

• Brookfield Infrastructure Partners: the chief financial officer said the partnership generated funds from operations (FFO) of $717 million, or $0.91 per unit, in the third quarter of fiscal 2026.
• Franco-Nevada: the chief financial officer said it narrowed its FY2026 guidance for total gold equivalent ounces (GEOs) sold to 525,000–555,000 GEOs.
• CF Industries: the chief financial officer said Blue Point One's projected total cost remains $3.7 billion.