What changed in economic and company data

Updates on new figures and revisions from official releases, and summaries of company earnings calls and filings.

  1. Renault Group, operating margin guidance, fiscal year 2026around 5.5%

  1. FirstEnergy, contracted large-load demand7.9 gigawatts
  2. BNP Paribas, cost savings achieved, first three quarters of fiscal year 2026EUR 540 million
  3. UBS, expected gross cost reductions by end of fiscal year 2026USD 13.7 billion
  4. Visa, net revenue, fourth quarter of fiscal year 2026$12.1 billion
  5. Cadence Design Systems, revenue growth outlook, fiscal year 202621%
  6. Logitech, non-GAAP operating income, second quarter of fiscal year 2027$231 million

  1. Johnson Controls, organic revenue growth, fiscal year 2026more than 8%
  2. HSBC, banking net interest income guidance, fiscal year 2026at least $46 billion
  3. Novartis, core operating income guidance, fiscal year 2026in line with the prior year or growing at a low-single-digit rate
  4. Boeing, total revenue, third quarter of 2026$24.2 billion
  5. Orange, guidance for growth in earnings before interest, tax, depreciation and amortisation after leases, fiscal year 2026above 4.5%

  1. Boyd Gaming, cash returned through repurchases and dividendsnearly $180 million
  2. Bloom Energy, revenue outlook, fiscal year 2026$4.4 billion-$4.6 billion
  3. Shriram Finance, growth outlook, fiscal year 202715%–17%

  1. Columbia Banking System, new share repurchase program$1.2 billion
  2. American Express, reported earnings per share guidance, fiscal year 2026$18.30-$18.60
  3. Holcim, organic recurring earnings before interest and taxes growth outlook, fiscal year 202610%–12%
  4. American Express, revenue growth, third quarter of 20269 percent
  5. United Rentals, total revenue guidance, fiscal year 2026$18 billion-$18.2 billion

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