November 2026

Waters delivered a stronger-than-expected third quarter, lifting every component of its 2026 guidance while organic growth accelerated across instruments, consumables and reagents. The company also acquired MOBILion Systems to extend its mass spectrometry technology into proteomics.

Keurig Dr Pepper delivered a sharp third-quarter sales and adjusted earnings lift, helped by the newly acquired JDE Peet’s coffee business and a US$99 million tariff refund. The company reaffirmed its 2026 targets while carrying substantial acquisition-related debt and integration work.

ADM delivered a sharp year-on-year increase in third-quarter earnings and raised its full-year adjusted EPS guidance, helped by stronger North American biofuels conditions. The company also cut its projected 2026 capital spending range, while warning that policy, trade and market factors remain fluid.

Sysco delivered modest underlying growth in fiscal Q1 2027 and kept its adjusted EPS and local volume targets intact, while shifting full-year sales expectations to the lower end of its existing range. The quarter also brought a permanent CFO appointment as the company prepares for the proposed Jetro Restaurant Depot acquisition.

Broadridge delivered double-digit recurring revenue growth in fiscal first quarter 2027 and reaffirmed its full-year targets. But a digital asset loss, restructuring charges and weaker event-driven revenue pushed reported earnings and margins lower.

Eaton delivered record third-quarter sales, margins and orders, then raised its full-year 2026 organic growth guidance to 13% to 15%. The power-management group is also adding another European electrical acquisition while preparing to separate its Mobility business.

Yum! Brands has completed its Pizza Hut exit, lifting third-quarter GAAP earnings with a US$1.7 billion pretax gain. Beneath that windfall, KFC delivered strong expansion while Taco Bell's US sales weakened sharply.

Henry Schein has raised its 2026 adjusted earnings and EBITDA outlook after a quarter of stronger sales, led by US dental merchandise volumes. The result also included a tariff refund benefit, making the quality of earnings an important part of the story.

Pfizer has lifted its 2026 revenue and adjusted earnings guidance after a quarter in which newer and acquired medicines grew strongly enough to offset steep declines in COVID-19 products. Overall revenue was flat, while reported net income fell 8%.

Marathon Petroleum reported a sharp third-quarter earnings increase, powered by much stronger refining margins and full refinery utilisation. The company also lifted its dividend, added US$5 billion to its buyback authorisation and agreed to sell two refineries for US$4.2 billion.

Apollo delivered record fee-related earnings and crossed US$1 trillion in assets under management, but higher interest rates pushed the alternative asset manager to a US$1.1 billion GAAP loss. The quarter also brought record origination and a quarterly dividend of US$0.5625 per share.

DuPont delivered a stronger-than-expected third quarter, with adjusted EPS rising 62% and both operating segments expanding margins. The chemicals group has lifted its full-year outlook again while committing to another US$250 million share repurchase.

Gartner delivered stronger adjusted earnings and cash flow in the third quarter, while contract value growth accelerated and management raised its full-year 2026 outlook. The headline GAAP revenue decline was distorted by the sale of its Digital Markets operation.

Peet’s proposed takeover by Ingenia has cleared its first formal Court hurdle, with ASIC registering the Scheme Booklet ahead of a shareholder vote on 7 December. Kroll says the deal is fair and in shareholders’ best interests, but ACCC clearance, Flagstone documentation and a second Court hearing remain outstanding.

Macallum New Energy has completed the first tranche of its placement, raising A$2.88 million before costs through the issue of 20.6 million shares. The company has also lodged a cleansing notice confirming that no excluded information required disclosure at the notice date.

Burgundy Diamond Mines says its Ekati diamond mine has ceased operations after a funding process failed to secure a transaction capable of keeping the mine open. Its subsidiaries tied to Ekati and the Naujaat project have entered receivership, leaving the board to assess the company’s remaining options.

New Zealand Rural Land Company’s 75%-owned partnership has made the $18.84 million sale of five Hawke’s Bay orchards unconditional. Settlement is expected within five working days, with net proceeds initially earmarked for bank debt repayment, although FY26 earnings guidance remains suspended.

Clever Culture Systems has secured $2.6 million to develop APAS Revolution, a smaller benchtop system aimed at pharmaceutical manufacturers not served by its existing platform. The funding combines a discounted share placement with new debt, while commercial launch is targeted for the first half of 2028.

Marine Biomedical has secured US FDA 510(k) clearance for PearlBone, giving Orthocell a clearer path into bone regeneration through its 12% strategic stake and distribution rights. The commercial opportunity is advancing, but revenue, launch timing and definitive distribution arrangements remain undisclosed.

Viking Mines is advancing its Linka tungsten project in Nevada across drilling, metallurgy, processing, permitting and growth workstreams, but the proposed restart remains pre-resource and pre-feasibility. Pending assays, bulk-sample testing and US permitting will determine whether the fast-to-market strategy can become a mine development case.

Centaurus Metals has completed the first A$17.8 million share placement to Glencore, marking the first cash injection from a proposed US$40 million strategic funding package for its Jaguar Nickel Project in Brazil. The next milestones are CNGR’s initial share issue, shareholder approval and a Final Investment Decision.

QMines has raised more than targeted through a $5.5 million placement, giving its Mt Chalmers copper-gold development a larger funding base as drilling continues. The company also intends to seek a further $1 million from eligible shareholders, although both the SPP and deferred sale proceeds remain subject to completion.

Osmond Resources has secured A$3.75 million from a share placement to advance its Orión project in Spain, taking pro forma cash above A$6.5 million. The raise strengthens the company’s near-term funding position, but remains modest against the approximately US$300 million required by its preliminary development study.

Dart Mining has reduced the headline consideration for four Victorian projects sold to Indigo Metals by A$3.1 million, as the proposed IPO-backed transaction faces fresh shareholder approval. The revised package includes A$2 million cash, 10 million Indigo shares and a 2.5% antimony royalty.