♟️ Wednesday 4 November 2026 Wed, 4 Nov 2026

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.