US-listed company earnings calls, October 26-28, 2026: several raise 2026 outlooks

Five companies said they raised their outlooks for fiscal year 2026

• Cadence Design Systems: the chief executive said Cadence raised its fiscal year 2026 revenue growth outlook to 21%. It also raised its earnings per share (EPS) outlook by $0.30 to $8.40. The chief financial officer said Cadence expects fiscal year 2026 revenue of $6.387 billion to $6.417 billion.
• UPS: the chief executive said UPS raised its fiscal year 2026 outlook to approximately $92.6 billion in consolidated revenue and approximately $8.75 billion in consolidated operating profit. The chief financial officer said UPS raised its free cash flow expectation to approximately $6.1 billion.
• S&P Global: the chief financial officer said the company raised its fiscal year 2026 organic constant-currency revenue growth guidance to 7.5%-8.5%.
• Welltower: the chief executive said the midpoint of its fiscal year 2026 outlook for funds from operations (FFO) per share, a profit measure used by property companies, was raised by $0.10 to $6.50.
• Equinor: the chief financial officer said Equinor raised its fiscal year 2026 production growth guidance from 3% to around 4%.

Other companies said they expect to finish 2026 at or above their earlier targets

• Santander: the chief financial officer said profit grew 14% year-on-year in constant euros in the third quarter of fiscal year 2026. The chief executive said Santander expects net profit, excluding mergers and acquisitions, to be well ahead of its previous guidance of at least EUR 14.1 billion.
• HCA Healthcare: the chief financial officer said HCA currently expects fiscal year 2026 performance to be in the upper half of its guidance ranges.
• Johnson Controls: the chief executive said the company exceeded its initial fiscal year 2026 guidance and its raised outlook. The chief financial officer said it expects fiscal year 2027 revenue growth of 11%-12%.
• Corning: the chief executive said sales grew 19% year over year to $5.1 billion in the third quarter of fiscal year 2026.

Visa, Coca-Cola and Seagate reported results and gave guidance

• Visa: the chief financial officer said net revenue grew 13% year-over-year in the fourth quarter of fiscal year 2026, and EPS was $3.48, up 17%.
• Coca-Cola: the chief financial officer said the company expects fiscal year 2026 organic revenue growth of at least 5%. It expects to provide fiscal year 2027 guidance in February 2027.
• Seagate Technology: the chief financial officer said revenue and EPS for the first quarter of fiscal year 2027 exceeded the high end of its guidance range.