CACICACI International

Q1 2027

4:45pm ET

EBITDA margin widened to 13.3% from 11.7% a year ago, enough to clear consensus earnings by 15% even with revenue missing expectations. Management raised full-year revenue and adjusted EPS guidance on the strength of it.

TSLATesla

Q3 2026

4:41pm ET

The beat is real but thin: GAAP operating income fell 56% to $718 million as R&D spending on autonomy, Optimus and AI compute climbed. Battery supply capped deliveries, leaving the largest passenger vehicle backlog in four years. Margins are now the price of the robotics bet.

GLGlobe Life

Q3 2026

4:39pm ET

United American's health unit swung to a $6.4 million underwriting loss on severity claims at Evry and a CMS processing delay, pushing both lines below consensus and trimming full-year operating income guidance. Management calls the hit isolated, pointing to higher 2027 guidance and a raised buyback target.

URIUnited Rentals

Q3 2026

4:25pm ET

Specialty rental revenue jumped 34.7% to $1.70 billion, the engine behind the earnings beat and a lifted full-year revenue outlook. Management also started a new buyback after finishing the prior program.

RSReliance

Q3 2026

4:20pm ET

Carbon steel pricing is doing the heavy lifting: average selling price per ton rose 8.2% sequentially against guidance of flat to up 2%. Management guided Q4 to $7.40 to $7.60, with part of that still coming from the federal border wall contract.

IBMIBM

Q3 2026

4:19pm ET

Management raised its full-year free cash flow target to an increase of more than $1 billion, because software carried the quarter. Both lines topped consensus, and the fading mainframe cycle no longer dents the story.

MOHMolina Healthcare

Q3 2026

4:18pm ET

GAAP net income fell 52% to $38 million, so the headline beat matters less than the margin pressure behind it. Molina reaffirmed full-year adjusted EPS of at least $5.25, and CEO Joseph Zubretsky said 2027 rate updates may mark the beginning of the turn in Medicaid margins. Sellers moved first anyway.

CCICrown Castle

Q3 2026

4:17pm ET

The fiber sale is now paying for itself: interest expense fell to $177 million from $247 million a year ago, lifting AFFO past consensus and pushing up the full-year AFFO midpoint. The catch is the top line, which missed estimates as DISH terminations hit site rental billings.

LUVSouthwest Airlines

Q3 2026

4:16pm ET

Southwest beat estimates on both lines with record unit revenue, as the average passenger fare climbed to $231.69. The catch is fuel: management assumes roughly $4.55 per gallon in the fourth quarter, which is why the guide tops out at $0.80.

MEDPMedpace

Q3 2026

4:15pm ET

Margins did the work at Medpace: net income margin expanded to 19.2% from a year ago, beating earnings estimates on revenue that only edged consensus. The board also cleared a fresh buyback through 2028 and narrowed full-year guidance, so the call Thursday morning is where the backlog math gets tested.

LRCXLam Research

Q1 2027

4:13pm ET

Shares sold off immediately after the filing even as management guided December revenue to roughly $8.60 billion, with AI capacity buildouts pulling systems orders forward. Keep an eye on the stock into the call.