Companies
Earnings call briefs
Short briefs GetSignal writes with AI from a company's earnings call: what its executives said beyond the results release, with their exact words. Newest first.Short briefs GetSignal writes with AI from a company's earnings call, newest first.
249 briefs from 210 companies newest call first
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Abbott Laboratories says it plans to separate its nutrition business
Abbott Laboratories said it expects to complete the separation by the end of next year, subject to required approvals.
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NextEra Energy says federal hub payments will be modest in 2026 and 2027
Chief Financial Officer Mike Dunne said operating fees from 2032 to 2052 are expected to be roughly half the earnings per share if NextEra Energy owned the facilities.
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AT&T lowers its 2026 cash tax outlook to the $750 million range
CFO Pascal Desroches said the tax benefit is offset by higher cash interest payments and increased working capital investment.
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United Airlines Holdings targets $18 billion of liquidity at year end
The company said the shift to unfunded liquidity is expected to save approximately $70 million of annual interest and fees.
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Chubb says non-renewals and reinsurance cut North America Commercial growth
Chubb said non-renewals and additional reinsurance in large account and E&S property and financial lines had an adverse impact of about 4.5 points on growth.
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Intuitive Surgical says price cuts will lower I&A revenue per procedure
Intuitive Surgical expects the reduction to be approximately 3% to 5% on a mix-constant basis once fully implemented.
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Space Exploration Technologies revises Q4 capex to $35 billion to $40 billion
It also gave a first-quarter 2027 total company revenue range of $33 billion to $37 billion.
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RTX raises 2026 adjusted EPS outlook to $7.65 to $7.75
RTX now expects 2026 free cash flow of $9 billion to $9.2 billion, up from $8.5 billion to $8.75 billion, driven primarily by EBITDA recovery.
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GE Aerospace now expects 2026 commercial services revenue up about $5.5 billion
CFO Rahul Ghai said the company now expects a tax rate of around 16% for the year, down from below 16.5%.
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ICICI Bank says it expects margins to moderate in the fiscal third quarter
Anindya Banerjee said margins should recover from the fiscal fourth quarter, even assuming no further rate hikes.
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Prologis raises owned-and-managed starts outlook to $6 billion to $6.75 billion
Prologis said it now expects net earnings of $4.05 to $4.15 per share and core FFO of $6.25 to $6.29 per share, with and without promotes.
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U.S. Bancorp now expects 2026 net revenue growth of 8% to 9%, or 6% to 7% excluding BTIG
U.S. Bancorp said it now expects approximately 300 basis points of positive operating leverage for 2026, or approximately 400 basis points excluding BTIG.
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BlackRock says it partnered with Meta on financing a planned Texas data center
Chief Financial Officer Martin S. Small said the company anticipates repurchasing at least $550 million of shares in the fourth quarter, subject to market and other conditions.
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ASML Holding expects Q4 net sales of €14.2 billion to €15.2 billion
The company also said it is looking into expanding 2028 capacity growth above the 30% year-on-year growth target it discussed last quarter.
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Wells Fargo says 2026 revenue-related expenses are about $400 million higher
The company also said it still expects 2026 noninterest expense of approximately $55.7 billion, and net interest income of $50 billion, plus or minus.
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JPMorgan Chase expects fourth-quarter expenses of about $27.5 billion
It also gave a 2027 NII excluding markets central case of approximately $107 billion, based on assumptions it called highly uncertain.
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Constellation Brands now expects Veracruz to come online in fiscal 2028
Once Veracruz is online, Constellation Brands said annualized depreciation would be about $75 million, a margin headwind of about 90 basis points.
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NIKE says its fiscal 2027 outlook assumes China revenue gets worse
NIKE said it expects a headwind of approximately 400 basis points to fiscal second-quarter revenue, from lapping EMEA Cyber Week promotions and a higher North America sell-in comparison.
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Accenture expects fiscal 2027 revenue to grow 3% to 6% in local currency
Accenture also expects fiscal 2027 diluted EPS of $14.39 to $14.81 and first-quarter revenue of $18.95 billion to $19.6 billion.
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Uranium Energy says four more Christensen Ranch header houses received final approval
Executive Vice President Scott Melbye said the company would not rule out signing long-term contracts with utilities in the coming months.
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BlackBerry raises full-year adjusted EBITDA outlook to $141 million to $158 million
BlackBerry also raised its full-year revenue outlook by $9 million at the midpoint, to $616 million to $636 million.
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AutoZone expects $85 million to $90 million in fiscal 2027 LIFO charges
AutoZone also expects approximately 400 store openings in fiscal 2027 and SG&A per store to grow roughly 3%.
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Oracle raises fiscal 2027 revenue outlook to at least $90 billion
Oracle expects fiscal second-quarter revenue growth of 30% to 34% and non-GAAP EPS of $1.85 to $1.93, excluding gains from Ampere booked in last year's second quarter.
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AeroVironment expects slightly negative fiscal 2027 free cash flow on capital spending
The company expects approximately 45% of fiscal 2027 revenue in the first half and 55% in the second half.
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Lululemon Athletica lowers 2026 guidance, now expects revenue down 5% to 7%
Lululemon Athletica expects third-quarter revenue of $2.29 billion to $2.32 billion, a decline of 10% to 11%.
How these are written
- The source: the company's own earnings call. A brief says what its named executives added beyond the results release, and what they say is attributed to them or to the company.
- The quotes: each one is an executive's exact words, checked word for word against the call before the brief is shown.
- The checks: each brief is written by GetSignal with AI and checked against the call before it is shown.
- The date: the day of the call. Not investment advice. A brief reports what the company said, its outlook included; it is not a view on the stock.
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