November 2026

International Flavors & Fragrances raised the lower end of its 2026 sales and adjusted EBITDA guidance after broad-based third-quarter growth. The stronger operating result sits alongside a US$134 million pre-tax continuing-operations loss and a costly Food Ingredients separation still awaiting completion.

SRJ Technologies has replaced both its chair and chief executive as it turns from international expansion toward operational delivery and revenue conversion. Ben Lumley will serve as interim CEO with an initial two-month review period, while Mark Lindh becomes chair.

Aquirian subsidiary Drillforce has been selected as preferred supplier for a proposed 24-month drilling and blasting contract valued at approximately A$32 million. The work is expected to start in the January quarter of 2027, but the Strategic Framework Agreement remains under final negotiation.

Latitude 66’s four exploration permits covering the KSB Project in northern Finland are now legally final after no further appeal was lodged by the deadline. The decision removes a regulatory obstacle as the company advances a project with a 650,000-ounce gold resource and a preliminary post-tax NPV8 of about US$485 million.

High-Tech Metals is preparing up to 7,500 metres of RC drilling at its Damsel gold deposit in Western Australia, where a 75,000-ounce resource occupies only a small section of a much longer mineralised corridor. The program is subject to final heritage approvals and will test extensions beyond the existing resource envelope.

Terrain Minerals has completed a $1.65 million placement and entitlement offer, but still has $856,872 of shortfall securities available to place. The funds are supporting an 86-hole Lightning drilling campaign aimed at upgrading the project’s mineral resource in Q2 2027.

Black Canyon has extended the exploration footprint north of its Wandanya resource, intersecting consistent iron mineralisation over 1.8km and manganese over about 1km. The wide-spaced results strengthen the growth case, but follow-up drilling and the December Scoping Study remain crucial tests.

Gold Mountain has reported four rock-chip samples above the laboratory’s 10,000 ppm tungsten limit at the historical Malhada do Angico mine in Brazil. The results expand the company’s exploration case, but the samples are non-representative and drilling has yet to begin.

AMD delivered a record fiscal third quarter as Data Center revenue nearly doubled year over year, pushing total revenue up 45% to US$13.4 billion. The company expects another sharp acceleration in the December quarter, but gaming weakened and customer warrant revaluations distorted GAAP earnings.

Block delivered a stronger-than-expected third quarter, lifting its 2026 guidance after gross profit rose 22% and adjusted operating income nearly doubled. The fintech is also placing a substantial bet on AI, lending and the connection between Square sellers and Cash App users.

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.

Amgen delivered 8% third-quarter revenue growth and a 19% increase in GAAP diluted EPS, while newer medicines continued to expand. The result came alongside sharp declines in Prolia and XGEVA sales from biosimilar competition and a busy pipeline of late-stage programmes.

Skyworks Solutions has begun operating as a larger RF semiconductor group after completing its Qorvo combination, targeting at least US$500 million in annual cost synergies. The deal arrives as standalone fiscal 2026 profit and cash flow declined, leaving execution and integration central to the investment case.

Booking Holdings delivered strong third-quarter booking and adjusted earnings growth, but a US$900 million revenue reduction linked to an FTC matter pushed reported revenue and net income lower. Its fourth-quarter guidance also points to softer travel demand and continuing disruption from the Middle East conflict.

WasteCo has completed the first $3 million stage of Navaa Holdings’ strategic investment, combining a $2.014 million share issue with an unsecured term loan. A further $6.074 million subscription could give the Singapore investor 50.01% of WasteCo, subject to due diligence and shareholder approval.

My Food Bag will remain NZX-listed after a strategic and ownership review, with organic growth now taking priority. The board is targeting fully imputed dividends of 70% to 90% of NPAT and is considering an additional return of surplus capital after moving into net cash.

Expeditors delivered a sharp third-quarter acceleration, with revenue up 42% and diluted EPS up 62% as air and ocean volumes strengthened. Demand from AI infrastructure customers helped drive growth, but constrained capacity and Asian port disruption remain material risks.

AMETEK has lifted its full-year adjusted earnings guidance after delivering record third-quarter sales, earnings and cash flow. The industrial technology group also completed its Indicor Instrumentation acquisition during the quarter.

Zebra Technologies delivered a sharp third-quarter acceleration, lifted its full-year outlook and generated US$661 million of free cash flow in the first nine months. The gains came with pressure from memory costs, a lower gross margin and a sizeable current debt balance.

Aptiv delivered 2% third-quarter revenue growth and returned to statutory profit, while maintaining its full-year 2026 outlook after the spin-off of its Electrical Distribution Systems business. The result was supported by North American growth and share buybacks, but adjusted EBITDA and margins declined.

Pinnacle West has raised its 2026 earnings guidance after stronger customer sales, favourable weather and record summer demand across Arizona. The utility is also preparing for a much larger investment cycle as manufacturing and data-centre loads expand.

Revvity has lifted its full-year 2026 outlook after reporting stronger third-quarter revenue, organic growth and profitability. The life sciences and diagnostics group is also preparing to sell its China immunodiagnostics business for up to US$200 million.

Fiserv has reported a US$6.45 billion non-cash goodwill impairment, sending GAAP earnings deeply negative despite adjusted EPS of US$1.75. The payments group reaffirmed its 2026 outlook while doubling its Project Elevate savings target to US$1 billion.

Ball’s operating performance strengthened in the third quarter, with comparable EPS, operating earnings and global shipments all higher year on year. But a US$475 million noncash pension settlement charge pushed the aluminum packaging group to a US$94 million GAAP loss and cash generation remains thin.