Earnings calls of companies listed in the United States ·
US earnings calls, Oct 29 to Nov 3, 2026: Pfizer, Eaton and others raise 2026 guidance
Pfizer said it raised its fiscal year 2026 revenue guidance to $62 billion to $64 billion. Eaton, Teva, Carrier, AMETEK and Thomson Reuters also said they raised their 2026 outlooks.
An update from FactIQ, written from company statements in earnings calls of companies listed in the United States. What is FactIQ?
Key figures
- Pfizer, revenue guidance, fiscal year 2026
- $62 billion to $64 billionstated by the chief financial officer; raised by $1.5 billion at the midpoint
- Eaton, organic growth guidance midpoint, fiscal year 2026
- 14%stated by the chief executive; raised by 200 basis points, the third increase this year
- Shopify, revenue growth, third quarter of fiscal year 2026
- 32%stated by the chief financial officer; both reported and at constant currency
- Carrier, sales outlook, fiscal year 2026
- nearly $24 billionstated by the chief financial officer; up from a little over $23 billion
Pfizer, Eaton and Teva raised their fiscal year 2026 forecasts
- Pfizer: The chief financial officer said Pfizer raised its fiscal year 2026 revenue guidance by $1.5 billion at the midpoint. Pfizer also raised and narrowed its adjusted diluted earnings per share (EPS) guidance to $2.95 to $3.05 per share.
- Eaton: The chief executive said adjusted EPS was $3.68 in the third quarter of fiscal year 2026, $0.17 above the guidance midpoint. Eaton raised its 2026 organic growth guidance by 200 basis points, or hundredths of a percentage point, to a 14% midpoint. The chief executive said this was its third increase this year.
- Teva: The chief financial officer said Teva raised its full-year 2026 revenue guidance to $16.7 billion-$17 billion.
Industrial and information companies also lifted their outlooks
- Carrier: The chief financial officer said Carrier raised its 2026 sales outlook to nearly $24 billion, with about 10% organic growth. The previous outlook was a little over $23 billion. The chief executive said Carrier delivered more than $550 million in data center sales in the third quarter.
- AMETEK: The chief executive said AMETEK expects 2026 diluted EPS of $8.53-$8.57 per share, versus prior guidance of $8.20-$8.30.
- Thomson Reuters: The chief financial officer said it raised its 2026 total revenue growth outlook from approximately 8% to approximately 9.5%.
- Ferrari: The chief financial officer said Ferrari upgraded its full-year 2026 guidance.
Shopify reported 32% growth, while Keurig Dr Pepper cut part of its guidance
- Shopify: The chief financial officer said revenue grew 32% in the third quarter of fiscal year 2026. The rate was the same both as reported and at constant currency, which excludes exchange rate changes. Shopify's fourth-quarter revenue growth outlook is in the low 30s year over year.
- Keurig Dr Pepper: The chief financial officer said legacy EPS growth guidance was lowered from 4%–6% to 3%–5%. The reason given was US coffee performance. The company continues to expect 2026 total net sales of $25.9 billion-$26.4 billion.
- Marathon Petroleum: The chief financial officer said it processed nearly 3.2 million barrels per day at 100% refinery utilization in the third quarter.
Source: Earnings calls of companies listed in the United States.