November 2026

Akamai delivered solid third-quarter revenue growth, led by a 34% jump in Cloud Infrastructure Services, but profitability and margins declined. The company is now projecting a sharp acceleration in 2027 and revenue above US$7 billion in 2028.

Simon Property Group delivered stronger operating metrics in the third quarter, lifting its full-year Real Estate FFO guidance and quarterly dividend. The result was tempered by lower GAAP earnings after non-cash mark-to-market losses.

Solventum has raised its full-year adjusted earnings forecast after a third quarter shaped by the expected reversal of ERP-related advance orders. The healthcare technology company also completed its major system cutovers and reported strong growth in Advanced Wound Care.

News Corp reported record fiscal 2026 revenue and profitability in prepared remarks to shareholders, while all six directors were re-elected and annual executive-pay votes retained. The company also said it returned US$643 million through buybacks as free cash flow rose to US$811 million.

Wynn Resorts’ third-quarter profit fell sharply as revenue declined across Las Vegas, Macau and Boston. A US$0.25 dividend and ongoing buybacks provide shareholder returns, but the group is carrying substantial debt while funding its UAE expansion.

Airbnb delivered a stronger third quarter, with revenue, bookings and profitability all accelerating, while lifting its full-year 2026 outlook and authorising a further US$12 billion share repurchase program. The company is also positioning AI, hotels and travel services as the next leg of growth.

Arch Capital has added US$3 billion to its share repurchase authorisation, leaving about US$3.6 billion available after recent purchases. The insurer also declared US$10.18 million in quarterly dividends on its Series F and Series G preferred securities.

Pacific Edge has secured final Medicare coverage for Cxbladder Triage and Triage Plus in intermediate-risk microhematuria, with the policy due to take effect on 20 December. The decision gives the company a clearer reimbursement pathway, but revenue gains still depend on adoption and testing volumes.

Briscoe Group delivered its fourth consecutive quarter of positive sales growth, while online trading and sporting goods helped offset a cautious consumer environment. The retailer now expects full-year reported net profit after tax of up to $55 million, although distribution centre and SAP investment costs continue to weigh on earnings.

Tāiko Critical Minerals has received a draft decision proposing approval of all consents for its Barrytown project, subject to final conditions. The decision would unlock a four-block operation with a 35 million tonne mineral resource and a potential life exceeding 20 years, but final approval is still pending.

Rua Gold has submitted the substantive fast-track application for its proposed underground Auld Creek gold-antimony mine in New Zealand’s Reefton Goldfield. The milestone moves the project into statutory review, but it is not an approval and the company’s mid-2027 permitting target remains conditional.

Locate Technologies has arranged A$3.0 million of drawn senior debt and a A$1.0 million convertible note to repay its PURE Asset Management facility ahead of maturity. The refinancing removes the immediate repayment deadline, but leaves the company with substantial interest costs and potential equity dilution.

Sempra’s third-quarter earnings rose sharply, while stronger Texas electricity demand points to a larger infrastructure pipeline. The utility group is also nearing a major asset sale, but a California regulatory decision could weigh on 2027 results.

Vivmark Residential delivered higher adjusted operating earnings in its first quarter following the Equity Residential and AvalonBay merger, while merger costs drove a steep GAAP loss. The newly combined landlord raised its annual synergy target to US$135 million and forecast further pressure from California property taxes.

Southern Company delivered a stronger third quarter, with reported earnings up 19.6% and revenue rising 13% as warmer weather, customer growth and large commercial demand lifted electricity sales. The result also carries a growing list of costs tied to wind repowering, debt transactions and regulatory issues at Nicor Gas.

Ralph Lauren delivered stronger-than-expected second-quarter results, with revenue rising 9% to US$2.2 billion and Asia driving a sharp acceleration in growth. The luxury retailer has lifted its full-year revenue and adjusted operating margin targets, although reported profit benefited from a US$82.3 million tariff refund.

Parker Hannifin delivered record fiscal first-quarter sales, adjusted earnings and margins, then lifted its full-year outlook. The strong operating result arrived alongside a major acquisition that reshaped the balance sheet and increased debt.

Cummins delivered record third-quarter EBITDA and a sharp rise in profit, powered by strong demand for power generation equipment linked to data centre construction. But the company narrowed its full-year revenue growth outlook as North American pickup truck demand weakened.

Viatris has lifted its 2026 guidance midpoints across revenue, adjusted EBITDA, adjusted EPS and free cash flow after a resilient third quarter. The upgrade comes alongside a US$1.65 billion Pacira acquisition and a costly manufacturing suspension in India.

Verisk delivered stronger underlying growth in the third quarter, with organic constant-currency revenue up 7.4% and adjusted EPS rising 14%. But free cash flow fell sharply, while the company continued an aggressive share-repurchase program and kept its 2026 guidance unchanged.

ConocoPhillips delivered a sharp year-on-year earnings increase in the third quarter, helped by higher realised prices and a tax reserve reversal. The oil producer also raised its quarterly dividend by 11% while production declined and Middle East disruption weighed on volumes.

Zoetis lifted its full-year adjusted earnings outlook after a mixed third quarter, but US companion animal revenue fell 8% amid price sensitivity, competition and generic pressure. The animal health group also reported an 18% drop in GAAP net income and a US$89 million impairment charge.

Global Payments delivered 10% growth in adjusted third-quarter EPS and raised its annual run-rate Worldpay integration synergy target to US$650 million. The company reaffirmed its 2026 outlook, although a wide gap between GAAP and adjusted results keeps integration costs in focus.

Rockwell Automation closed fiscal 2026 with stronger sales, margins, earnings and cash flow, while its software business delivered the fastest growth across the group. The industrial automation company expects further organic growth in fiscal 2027, but its latest numbers also benefited from tariff refunds and an easier comparison with last year’s impairment charges.