US earnings calls, October 21–22, 2026: several companies raise 2026 guidance

Four companies said they raised guidance for fiscal year 2026

• United Rentals: The chief financial officer said the company raised its fiscal year 2026 total revenue guidance to $18 billion-$18.2 billion. That is a $450 million increase at the midpoint versus prior guidance. The chief financial officer also said it raised adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) guidance by $300 million to $8.3 billion-$8.4 billion.
• Teledyne Technologies: An executive said Teledyne raised fiscal year 2026 sales guidance to $6.625 billion. The executive said non-GAAP earnings per share (EPS) guidance rose to $25.45 per share. Non-GAAP figures leave out some items required by generally accepted accounting principles (GAAP), the standard US accounting rules. The January forecasts were $6.37 billion and $23.65 per share. The executive said this was the third consecutive quarter of raised guidance.
• Roper Technologies: The chief executive said Roper raised and narrowed its fiscal year 2026 adjusted diluted EPS guidance to $22.35-$22.40, up $0.15 at the midpoint from prior guidance.
• VeriSign: The chief executive said VeriSign increased and narrowed its fiscal year 2026 domain name base growth guidance to 6.5%–7%.

Other companies said they are tracking at or ahead of plan

Nokia's chief executive said Nokia is tracking to deliver above the midpoint of its fiscal year 2026 full-year outlook. Nokia's chief financial officer said it expects restructuring savings to reach EUR 1.2 billion, the top of its range. Newmont's chief financial officer said Newmont improved its fiscal year 2026 gold all-in sustaining cost outlook to approximately $1,520 per ounce. The chief financial officer said this is about 10% better than guidance given at the beginning of the year. CBRE Group's chief financial officer said it maintained fiscal year 2026 core EPS guidance of $7.80-$7.90 per share, representing 23% growth at the midpoint.

Some companies gave outlooks for coming quarters and projects

• Western Digital: The chief financial officer said revenue is expected to be $5.1 billion, plus or minus $100 million, in the second quarter of fiscal year 2027.
• Northern Trust: The chief financial officer said that, assuming relatively stable markets and interest rates, it expects net interest income to increase 8%-9% year over year in the fourth quarter of fiscal year 2026. Net interest income is what a bank earns on loans and investments minus what it pays on deposits.
• Southern Copper: The chief financial officer said it expects to produce 918,000 tons of copper in fiscal year 2026, 0.7% above its initial plan. The expected start of its Tía María project shifted from the fourth quarter to the first half of 2027.