US-listed company earnings calls, Oct 27 to Nov 6, 2026: several raise 2026 outlooks

Four companies raised part of their guidance for fiscal year 2026

• BeOne Medicines: the chief financial officer said the company raised and narrowed its fiscal 2026 total revenue guidance to $6.9 billion-$7 billion, from $6.6 billion-$6.8 billion. The officer said non-GAAP operating income guidance is $1.9 billion-$2 billion, up $200 million across the range. Non-GAAP means the figure is not based on generally accepted accounting principles (GAAP).
• Humana: the chief financial officer said the fiscal 2026 adjusted earnings per share (EPS) outlook increased from at least $9 to at least $9.50 per share.
• Moderna: the chief executive said Moderna raised its fiscal 2026 revenue growth expectation to 15%-20%, from up to 10%. The chief financial officer gave the outlook as 15%-25%.
• Live Nation Entertainment: the chief financial officer said Ticketmaster's fiscal 2026 adjusted operating income (AOI) growth guidance was raised to high single digits.

Rockwell Automation and Enbridge described growth plans beyond 2026

• Rockwell Automation: the chief executive said Rockwell guided to fiscal year 2027 organic sales growth of 6%-9%. The chief executive said Rockwell expects fiscal 2027 adjusted EPS to be $15 per share at the midpoint. The chief financial officer said fiscal 2026 adjusted EPS was $13.42, up 27% year over year.
• Enbridge: the chief executive said Enbridge expects to achieve its fiscal 2026 guidance, the 21st consecutive year of doing so. The chief executive said Enbridge expects 5% growth to continue through the end of the decade.

Some companies tempered or adjusted other 2026 expectations

• American International Group (AIG): the chief executive said AIG has stepped back from its prior low-to-mid-teens net premiums written growth expectation for 2026, but still expects an excellent year of growth.
• Brookfield Asset Management: the chief financial officer said it expects fiscal 2026 earnings to be modestly below its beginning-of-year expectations because of fee timing.
• Prudential Financial: the chief financial officer said it now expects a fiscal 2026 effective tax rate of 20%-21%, down from 21%-22%.

Other companies kept their guidance or reported quarterly growth

• Wheaton Precious Metals: an executive said its fiscal 2026 production guidance remains 860,000–940,000 gold equivalent ounces.
• Ambev: the chief executive said net revenue grew 7.6% and normalized EPS grew 15.4% in the third quarter of fiscal 2026.
• Ferrovial: the chief financial officer said 407 ETR revenue grew 18.4% in the first nine months of 2026.