US earnings calls, October 2026: AbbVie, Sanofi, General Dynamics raise 2026 outlooks

Three large companies said they raised their full-year 2026 guidance

• AbbVie: The chief executive said the total increase to its fiscal year 2026 revenue guidance since the start of the year is $800 million. The chief financial officer said AbbVie raised the midpoint of its adjusted earnings per share (EPS), the profit attributed to each share, guidance by $0.11 to a range of $13.95–$13.99. The chief financial officer also said AbbVie increased its global immunology sales outlook to $34.9 billion.
• Sanofi: The chief financial officer said Sanofi upgraded its fiscal year 2026 guidance to sales growth in the low teens, usually 13%-15%, and business EPS growth in the mid-teens, usually 15%-17%. The chief financial officer said Sanofi upgraded its Dupixent sales guidance to EUR 25 billion.
• General Dynamics: The chief executive said it increased its fiscal year 2026 diluted EPS forecast from $16.80-$16.90 to $17.20-$17.30 per diluted share. The chief executive said it forecasts revenue of $56.5 billion-$56.8 billion.

Several other companies said they expect results near or above existing targets

• Lloyds Banking Group: The chief financial officer said it expects fiscal year 2026 net interest income (NII), what a bank earns on loans minus what it pays on deposits, to be modestly above its guidance of greater than GBP 14.9 billion.
• Carvana: Assuming a stable environment, the chief financial officer said Carvana expects Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) to land at the higher end of its $2.7 billion-$3.0 billion range.
• Colgate-Palmolive: The chief financial officer said it raised its fiscal year 2026 gross profit margin outlook from roughly flat to up year over year. The chief executive said tariff costs are expected to peak in the fourth quarter of fiscal year 2026.
• Agnico Eagle Mines: The chief financial officer said it produced 814,000 ounces of gold in the third quarter of fiscal year 2026. It expects 2026 production at the lower end of its guidance range.

Other companies gave updates on spending and growth

• Chevron: The chief financial officer said its 2026 capital program is trending toward the low end of guidance.
• DoorDash: The chief financial officer said the combined platforms are expected to generate $500 million in annual incremental synergies net of investments by year three.
• Regeneron Pharmaceuticals: The chief executive said it recorded double-digit growth in both revenue and earnings for the third consecutive quarter.
• CPKC: The chief financial officer said it remains on track for 2026 capital expenditures of approximately CAD 2.65 billion, 15% below last year.
• Mondelez International: The chief financial officer said it remains confident it will deliver strong EPS growth in fiscal year 2027.