US earnings calls, October 20-21, 2026: Elevance Health and Danaher raise profit guidance

Elevance Health and Danaher raised their earnings guidance for fiscal year 2026

• Elevance Health: the chief executive said the company raised its fiscal year 2026 adjusted diluted earnings per share (EPS) guidance to at least $29. The chief executive said this reflects operating outperformance and favorable non-operating items. The chief financial officer said the earnings baseline rose by $0.75 to at least $26.75 per share. The company also raised its operating cash flow guidance to at least $6.5 billion. It expects enrollment in individual Affordable Care Act (ACA) plans to reach at least 1.2 million members by year-end.
• Danaher: the chief financial officer said the company raised its fiscal year 2026 adjusted diluted net EPS guidance to $8.57-$8.62 per share, from $8.45-$8.60. The chief financial officer said this reflects third-quarter outperformance. Danaher kept its expectation for mid-single-digit Bioprocessing core revenue growth.

Abbott lowered its outlook for some businesses

The chief executive said Abbott's revenue grew 7% in the third quarter of fiscal year 2026. The chief executive said around 6% full-year growth implies just north of 8% growth in the fourth quarter. Abbott expects diabetes revenue growth in the low-to-mid single digits, down from the high-single-digit outlook given in July. The chief financial officer said adjusted EPS was $1.42, in line with guidance and the consensus estimate.

Several companies will give 2027 guidance in January

• Abbott: plans to give official fiscal year 2027 sales guidance at its January call. It expects growth to accelerate in fiscal year 2027.
• Danaher: the chief financial officer said 4%-5% core growth excluding respiratory is a reasonable starting point for fiscal year 2027. A formal outlook is planned for January 2027.
• BankUnited: said it would discuss its 2027 outlook in January 2027. The chief executive said its net interest margin (NIM), the gap between what a bank earns on loans and pays on deposits, reached 316 basis points in the third quarter of fiscal year 2026. The bank expects modest further expansion in the fourth quarter.

Other companies reported trading volume, tax and revenue figures

• CME Group: the chief financial officer said volume entering the fourth quarter of fiscal year 2026 was 17% above the prior-year record fourth-quarter level.
• Chubb: the chief financial officer said the core operating effective tax rate was 19.9% in the third quarter of fiscal year 2026. Chubb expects a full-year rate between 19.5% and 20%.
• Healthcare Services Group: the chief executive said it raised its fiscal year 2027 revenue growth outlook from the mid-single digits to the low double digits.