📊 #EarningsWeek 📅 Oct 26–30 One of the biggest weeks of Q3 earnings. Microsoft, Alphabet, Amazon, Intel, Eli Lilly, Visa and Caterpillar headline a packed calendar across AI, tech, finance, healthcare and energy. 📈 AI spending, margins and guidance face a major test. $MSFT $GOOGL $AMZN $INTC $LLY $V $MA $CAT $HOOD $COIN $XOM $CVX

Amphenol, $APH, Q3-26. AI infrastructure demand shows no signs of slowing. 🟢 Revenue: $10.2B vs. $9.49B est. (+65% YoY) 🟢 Adj. EPS: $0.80 vs. $0.73 est. Organic growth: +37% Orders hit $12.2B, outpacing sales (1.19x book-to-bill).

VF Corporation, $VFC, Q2-27. Profits are recovering faster than sales, but Vans remains a drag. 🟢 Revenue: $2.70B vs. $2.67B est. 🟢 Adj. EPS: $0.70 vs. $0.53 est. 📈 Adj. operating income: $364M vs. ~$315M guide 🔻 Vans: -9.8% YoY; global DTC back to growth.

Phillips 66, $PSX, Q3-26. Refining profits nearly doubled as margins surged. 🟢 Revenue: $50.54B | vs. $44.87B est. 🟢 Adj. EPS: $14.08 | vs. $11.73 est. 🛢️ Refining profit: $6.06B, +96% QoQ 💰 Net debt: $12.7B, down $3.8B QoQ

Etsy, $ETSY, Q3-26. Buyers are growing again after two years. 🟢 Revenue: $692.5M | +10.9% YoY, beat estimates ⚪ GAAP continuing EPS: $1.00 🟢 GMS: $2.65B | +8.8% YoY, above guidance Active buyers: 87.5M | +1.0% YoY

Automatic Data Processing, $ADP, Q1-27. Small beats, but a stronger profit outlook. 🟢 Revenue: $5.49B vs. $5.48B est. 🟢 Adj. EPS: $2.82 vs. $2.77 est. 📈 Adj. EBIT margin: +130 bps YoY 🎯 FY27 EPS growth raised to 10–12% from 9–11%.

Garmin, $GRMN, Q3-26. Record margins fuel another guidance hike. 🟢 Revenue: $1.99B | +12% YoY 🟢 Adj. EPS: $2.76 | +39% YoY 📈 FY26 EPS outlook raised to $10.80 from $10.00. Gross margin hit 63.3%, helped by $33M in tariff refunds.

Biogen, $BIIB, Q3-26. Apellis fuels double-digit growth, but deal costs hit profits. 🟢 Revenue: $2.80B | +10.6% YoY 🟢 Adj. EPS: $2.62 | vs. $2.06 est. 💊 Growth portfolio: $1.26B | +49% YoY 📈 FY EPS guide: $12.20–$13.00 (low end raised)

Boston Scientific, $BSX, Q3-26. Cyberattack fallout forces a sharp guidance reset. 🟢 Revenue: $5.138B | Est. $5.12B 🔴 Adj. EPS: $0.73 | Est. $0.75 📉 FY EPS guide: $3.16–$3.18 (was $3.28–$3.32) ⚠️ Q4 sales: -3% to -1% YoY

GE HealthCare, $GEHC, Q3-26. Earnings accelerate, and guidance rises. 🟢 Revenue: $5.51B vs. $5.36B est. 🟢 Adj. EPS: $1.34 vs. $1.21 est. Adj. EBIT margin: 16.6% (+180 bps YoY) FY26 EPS outlook raised to $4.95–$5.05.

GE Vernova, $GEV, Q3-26. Orders nearly doubled. Cash flow outlook jumps. 🟢 Revenue: $12.64B | +27% YoY 🟢 Diluted EPS: $4.81 | vs. $4.03 est. ⚡ Orders: $29.3B | +96% organic 📈 2026 FCF guide: $16–17B (was $11.5–12.5B)

Vertiv, $VRT, Q3-26. AI infrastructure demand is exploding. 🟢 Revenue: $4.31B vs. $3.75B est. (+61% YoY) 🟢 Adj. EPS: $2.21 vs. $1.82 est. ⚡ Organic orders: >100% YoY 📈 FY26 sales guidance raised $650M to $14.65B.

UBS Group, $UBS, Q3-26. ÑStrong wealth inflows, but EPS fell short. 🟢 Revenue: $13.35B | +5% YoY 🔴 Diluted EPS: $0.85 | vs. $0.91 est. Wealth net new assets: $55.1B Cost savings target raised to $13.7B.

🌙 AFTER-CLOSE EARNINGS RECAP | PART 2 More results from October 27. 🟢 $PPG, $CAKE, $LOGI and $CSGP beat revenue and adjusted EPS estimates. 🔴 $EQT missed revenue but beat EPS. Plus $EXR and its latest REIT metrics. 6 more companies. 2 slides. 👇

🌙 AFTER-CLOSE EARNINGS RECAP | PART 2 More results from October 27. 🟢 $PPG, $CAKE, $LOGI and $CSGP beat revenue and adjusted EPS estimates. 🔴 $EQT missed revenue but beat EPS. Plus $EXR and its latest REIT metrics. 6 more companies. 2 slides. 👇