US earnings calls, November 3-10, 2026: several companies raise full-year guidance

Several companies said they raised their fiscal year 2026 guidance

• Guardant Health: the chief financial officer said revenue guidance now implies approximately 38%-40% year-over-year growth, versus its prior 36%-38% outlook.
• Evergy: the company said it raised its adjusted earnings per share (EPS), the profit attributed to each share, guidance to $4.35–$4.50 per share from $4.14–$4.34 per share. The chief financial officer said this was primarily because of favorable third-quarter weather.
• DuPont: the chief financial officer said adjusted EPS guidance is $7.50 at the midpoint, up $0.25 from prior guidance. The company expects operating EBITDA (earnings before interest, taxes, depreciation and amortization) of $1.785 billion.
• CDW: the chief financial officer said third-quarter gross profit grew 10.3% year over year. CDW raised its gross profit growth outlook from mid-single digits to mid to high single digits.
• International Flavors & Fragrances: the company said it raised the low end of its guidance and now expects sales of approximately $7.5 billion-$7.6 billion.
• BioNTech: the chief financial officer said it raised the midpoint of its revenue guidance to a range of EUR 1.7 billion to EUR 1.9 billion.

Two technology and finance companies said they expect growth of 30% or more

• Unity Software: the chief financial officer said Unity expects total strategic revenue of $683 million-$691 million in the fourth quarter of fiscal year 2026, representing 65%-67% year-over-year growth.
• Affirm: the chief financial officer said Affirm set a floor of about 30% for growth in gross merchandise volume (GMV), the total value of purchases made through its service, in fiscal year 2027. The chief financial officer said the business was growing at a high-30% rate during the first month of the second quarter of fiscal year 2027.

Other companies reaffirmed outlooks or reported results near their targets

• Broadridge: the company reaffirmed its fiscal year 2027 outlook, including 6%-8% constant-currency recurring revenue growth and 8%-12% adjusted EPS growth.
• On Holding: the company reiterated its fiscal year 2026 net sales growth outlook in the low 20s percent at constant currency.
• Brookfield Renewable: the chief executive said third-quarter fiscal year 2026 funds from operations (FFO), a cash earnings measure, were $346 million, up 15% year over year.
• GlobalFoundries: the chief executive said third-quarter fiscal year 2026 revenue was at the high end of guidance ranges.