Earnings calls of companies listed in the United States ·
US-listed earnings calls, Oct 28–Nov 5, 2026: Toyota and others raise forecasts
Toyota said it raised its fiscal year 2027 operating income forecast to JPY 3.9 trillion (Japanese yen). McKesson, Motorola Solutions, Edwards Lifesciences and Medline also said they raised full-year guidance.
An update from FactIQ, written from company statements in earnings calls of companies listed in the United States. What is FactIQ?
Key figures
- Toyota, operating income forecast, fiscal year 2027
- JPY 3.9 trillionstated by an executive; raised by JPY 500 billion
- McKesson, adjusted earnings per diluted share guidance, fiscal year 2027
- $45.60-$46.40stated by the chief executive; raised from $44.20-$45.00
- Qualcomm, data-center revenue target, fiscal year 2027
- $5 billionreiterated by the chief executive
- Arm, Arm AGI CPU revenue, fiscal years 2027 and 2028
- $2 billionstated by the chief financial officer as up to $2 billion; prior view was more than $1 billion
Five companies said they raised their full-year guidance
- Toyota said it raised its fiscal year 2027 operating income forecast by JPY 500 billion. Toyota also said its North America region returned to profitability in the second quarter of fiscal year 2027.
- McKesson said it raised its fiscal year 2027 adjusted earnings per diluted share guidance to $45.60-$46.40 from $44.20-$45.00.
- Motorola Solutions said it raised its fiscal year 2026 revenue guidance to approximately $13.050 billion from $12.975 billion. The chief executive said full-year guidance had been raised for the third time.
- Edwards Lifesciences said it raised its fiscal year 2026 sales growth guidance to approximately 11.5%. It also said it raised its adjusted earnings per share (EPS) guidance to $2.97-$3.05.
- Medline said it raised its fiscal year 2026 organic sales growth guidance to 10%-10.5% from 9%-10%. This was the third consecutive quarter it raised this guidance.
Arm and Qualcomm said they are pursuing processor and data-center revenue targets
- Arm's chief financial officer said the company increased its confidence in achieving up to $2 billion of Arm AGI CPU revenue across fiscal years 2027 and 2028. Its prior view was more than $1 billion. A CPU, or central processing unit, is a computer's main processor. The chief executive said first commercial deliveries remain on track for the fourth quarter of fiscal year 2027.
- Qualcomm said it reiterated its $5 billion data-center revenue target for fiscal year 2027. The chief executive said Qualcomm targets over $15 billion in data center revenue in fiscal 2029.
Other companies described results and outlooks
- D.R. Horton said it expects fiscal year 2027 consolidated revenue of approximately $30 billion-$32 billion. It said its ranges are wider than usual because of uncertainty.
- MercadoLibre said its net revenue and financial income grew 41% year on year in the third quarter of fiscal year 2026, excluding currency effects.
- Ares Management said it expects fiscal year 2026 to be another record year for fundraising.
- Chipotle said it anticipates fourth-quarter comparable sales of around +2%.
- AppLovin said its third-quarter fiscal year 2026 revenue and adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) exceeded the high end of guidance.
Source: Earnings calls of companies listed in the United States.