US earnings calls, October 22-23, 2026: American Express and Quest raise guidance

American Express raised its fiscal year 2026 earnings per share (EPS) guidance to $18.30-$18.60. Quest Diagnostics raised its 2026 guidance. Infosys cut its fiscal year 2027 revenue growth guidance to 1%-2%.

An update from FactIQ, written from company statements in earnings calls of companies listed in the United States. What is FactIQ?

Key figures

American Express, reported earnings per share guidance, fiscal year 2026

$18.30-$18.60stated by the chief executive; guidance raised

Quest Diagnostics, revenue guidance, fiscal year 2026

$12.065-$12.105 billionstated by the chief financial officer; raised and narrowed, 9.3%-9.7% growth

Infosys, revenue growth guidance in constant currency, fiscal year 2027

1%-2%stated by the chief financial officer; lowered from 1.5%-3%

Omnicom, cost-reduction synergies from the Interpublic combination, 2026

$900 millionstated by the chief executive; company said it is on track

Several companies raised or narrowed their 2026 guidance toward the top

American Express: the chief executive said the company raised its fiscal year 2026 earnings per share (EPS), the profit attributed to each share, guidance to $18.30-$18.60 reported and $17.60-$17.90 adjusted. The company reaffirmed revenue growth guidance of 10%. The chief financial officer said card-fee growth went from 15% in the second quarter to 17% in the third quarter of fiscal year 2026, adjusted for currency movements.
Quest Diagnostics: the chief financial officer said the company raised and narrowed its fiscal year 2026 guidance to revenue of $12.065-$12.105 billion, or 9.3%-9.7% growth, and adjusted EPS of $11.25-$11.35.
Dover: the chief executive said the company narrowed fiscal year 2026 guidance toward the upper end of the range, to 5%-6% organic growth and adjusted EPS of $10.60-$10.75 per share.

Infosys and PG&E scaled back parts of their plans

Infosys: the chief financial officer said the company lowered fiscal year 2027 revenue growth guidance to 1%-2% from 1.5%-3%. The chief financial officer cited a softer second quarter and volume, pricing pressure, sector weakness and lower discretionary demand. The chief executive said Infosys maintained its operating margin guidance at 20%-22%.
PG&E: the chief executive said the company reduced its fiscal year 2027 capital plan by $2 billion because of high financing costs. PG&E is no longer providing guidance beyond 2027 while its strategic review is underway. It reaffirmed fiscal year 2026 core EPS guidance of $1.64 to $1.66 per share.

Cost and savings programs were a shared theme

Omnicom: the chief executive said the company is on track to deliver $900 million in cost-reduction synergies from the Interpublic combination in 2026.
Dow: the chief financial officer said Dow is committed to approximately $1.3 billion in net self-help benefits in fiscal year 2026 and another $1.3 billion in fiscal year 2027.
Quest Diagnostics: the chief executive said Quest remains on track to deliver 3% in annual cost savings and productivity improvements through its Invigorate program.

Other companies gave mixed signals on demand

Huntington Bancshares: the chief financial officer said the bank expects fiscal year 2026 net interest income, what a bank earns on loans minus what it pays on deposits, to grow approximately 35%.
PulteGroup: the chief executive said weak housing-market conditions continued through the first few weeks of October.
SLB: the chief executive said Data Center Solutions is well on track to exceed a USD 1 billion run rate by the end of fiscal year 2026.

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