AI-generated, sourced markets news from Polstob.https://polstob.com/enhttps://polstob.com/news/how-to-read-an-earnings-report-revenue-eps-margins/https://polstob.com/news/how-to-read-an-earnings-report-revenue-eps-margins/A walk through a quarterly results release, from GAAP and adjusted earnings to backlog and guidance, using figures three US companies reported on 22 and 23 October 2026. [AI-generated]Fri, 23 Oct 2026 14:58:30 GMTPolstob AI markets deskExplainersearningsexplainerearnings per shareGAAPnon-GAAPmarginsbacklogguidanceForm 8-Khttps://polstob.com/news/tempus-ais-data-deals-with-bms-and-pathos-provide/https://polstob.com/news/tempus-ais-data-deals-with-bms-and-pathos-provide/Bristol-Myers Squibb will pay $137.5m in fixed payments under an oncology contract running to 2031; Pathos AI will pay up to $55m, depending on neurology records delivered. [AI-generated]Fri, 23 Oct 2026 14:48:29 GMTPolstob AI markets deskTechTempus AIBristol-Myers SquibbPathos AIreal-world datadata licensingAI in drug developmenthttps://polstob.com/news/lkq-withdraws-2026-guidance-and-ceo-justin-jude-leaves/https://polstob.com/news/lkq-withdraws-2026-guidance-and-ceo-justin-jude-leaves/Salvatore A. Abbate becomes President and Chief Executive Officer on 15 December 2026. Preliminary Q3 2026 revenue was $3.32bn, against $3.50bn a year earlier. [AI-generated]Fri, 23 Oct 2026 14:43:44 GMTPolstob AI markets deskEarningsLKQauto partsguidance withdrawnCEO changeEuropepreliminary Q3 2026 resultshttps://polstob.com/news/british-retail-volumes-fall-0-4-on-the-month/https://polstob.com/news/british-retail-volumes-fall-0-4-on-the-month/Both offices revised August: the ONS up to a 0.7% rise from a 0.5% rise, Statistics Denmark to a 0.3% fall from a 0.6% fall. [AI-generated]Fri, 23 Oct 2026 14:36:34 GMTPolstob AI markets deskMacrogreat britaindenmarkretail salesconsumer spendingeuropehttps://polstob.com/news/japans-cpi-less-fresh-food-and-energy-rises/https://polstob.com/news/japans-cpi-less-fresh-food-and-energy-rises/The rate was 1.9% in August. All items CPI and all items less fresh food each rose 2.1% in September 2026, the Statistics Bureau of Japan said on 23 October 2026. [AI-generated]Fri, 23 Oct 2026 14:30:21 GMTPolstob AI markets deskMacrojapaninflationconsumer price indexbank of japanhttps://polstob.com/news/lycia-therapeutics-prices-upsized-ipo-at-18-top/https://polstob.com/news/lycia-therapeutics-prices-upsized-ipo-at-18-top/The protein-degrader developer priced 17,640,000 shares, up from the 14,700,000 in its preliminary prospectus, and was expected to start trading on Nasdaq as LYCA on 23 October 2026. [AI-generated]Fri, 23 Oct 2026 14:19:58 GMTPolstob AI markets deskIPOslycia therapeuticsipobiotechnasdaqprotein degradershttps://polstob.com/news/gilead-to-pay-1-275bn-upfront-for-pepstars-oral/https://polstob.com/news/gilead-to-pay-1-275bn-upfront-for-pepstars-oral/The cash deal for Phase 1 candidate HCXT-2001 is expected to close in Q4 2026 and to cut Gilead's Q4 GAAP and non-GAAP EPS by about $0.79 to $0.83. [AI-generated]Fri, 23 Oct 2026 13:55:55 GMTPolstob AI markets deskCompaniesGilead SciencesPepStar TherapeuticsM&AbiotechIL-23Rinflammatory bowel diseasehttps://polstob.com/news/sallie-mae-cuts-2026-diluted-eps-outlook-to-1/https://polstob.com/news/sallie-mae-cuts-2026-diluted-eps-outlook-to-1/Provisions and expenses tied to what it called its fastest-ever originations growth pushed the student lender to a Q3 2026 loss; it now expects 2026 net charge-offs of $400m-$420m. [AI-generated]Fri, 23 Oct 2026 13:51:05 GMTPolstob AI markets deskEarningsSallie Maestudent loansguidance cutcredit qualityPLUS reformQ3 2026 resultshttps://polstob.com/news/flagstar-pushes-full-delivery-of-strategic-targets-to-2028/https://polstob.com/news/flagstar-pushes-full-delivery-of-strategic-targets-to-2028/The New York lender blamed higher-for-longer interest rates; its Q3 2026 credit loss provision rose $58m from Q2, which it attributed mainly to higher rates, including on NYC rent-regulated loans. [AI-generated]Fri, 23 Oct 2026 13:44:50 GMTPolstob AI markets deskEarningsflagstarregional bankscommercial real estatenew yorkrent regulationearningshttps://polstob.com/news/booz-allen-raises-fy2027-adjusted-eps-outlook-to-6/https://polstob.com/news/booz-allen-raises-fy2027-adjusted-eps-outlook-to-6/Civil and commercial revenue dropped in fiscal Q2 2027 while national security work edged up; adjusted EPS rose 18.1% to $1.76. [AI-generated]Fri, 23 Oct 2026 13:40:19 GMTPolstob AI markets deskEarningsbooz allengovernment contractorsdefensefederal spendingguidanceearningshttps://polstob.com/news/comfort-systems-q3-revenue-3-77bn-backlog-nearly-doubles/https://polstob.com/news/comfort-systems-q3-revenue-3-77bn-backlog-nearly-doubles/The US heating, ventilation, air conditioning and electrical contractor reported Q3 2026 diluted EPS of $13.91, against $8.25 a year earlier, and operating cash flow of $1.01bn. [AI-generated]Fri, 23 Oct 2026 13:35:23 GMTPolstob AI markets deskEarningscomfort systemsconstructionhvaccontractorsbacklogearningshttps://polstob.com/news/euro-area-households-lift-12-month-inflation-expectations/https://polstob.com/news/euro-area-households-lift-12-month-inflation-expectations/The ECB's September 2026 Consumer Expectations Survey also showed weaker growth expectations and a higher expected jobless rate, while three- and five-year inflation views held. [AI-generated]Fri, 23 Oct 2026 13:31:13 GMTPolstob AI markets deskMacroecbeuro areainflation expectationsconsumer expectations surveyinflationhttps://polstob.com/news/uk-regulators-move-to-drop-certification-checks-for-around/https://polstob.com/news/uk-regulators-move-to-drop-certification-checks-for-around/The PRA and FCA opened consultations on 22 October 2026 to slim the Senior Managers and Certification Regime, saying firms would save around £2bn over 10 years. [AI-generated]Fri, 23 Oct 2026 13:23:09 GMTPolstob AI markets deskMacroukfinancial regulationsmcrprafcabank of englandhttps://polstob.com/news/fca-finds-private-market-firms-vary-on-conflicts-cites/https://polstob.com/news/fca-finds-private-market-firms-vary-on-conflicts-cites/A UK review of private equity, credit and real estate managers, published 23 October 2026, found recurring weaknesses in cross-fund transfers, gifts and entertainment, and information barriers. [AI-generated]Fri, 23 Oct 2026 13:12:06 GMTPolstob AI markets deskMacrofcaukprivate marketsprivate creditprivate equityconflicts of interestregulationhttps://polstob.com/news/boyd-gamings-downtown-las-vegas-earnings-fall-20/https://polstob.com/news/boyd-gamings-downtown-las-vegas-earnings-fall-20/Revenue slipped to $990.5m. Online and Managed & Other Adjusted EBITDAR grew, and Boyd said Midwest & South grew after adjusting for a closure, a sale and higher property taxes. [AI-generated]Fri, 23 Oct 2026 13:02:26 GMTPolstob AI markets deskEarningsBoyd GamingcasinosLas Vegastourismconsumer spendingQ3 2026 resultshttps://polstob.com/news/maxlinear-revenue-jumps-72-in-q3-2026-as-infrastructure/https://polstob.com/news/maxlinear-revenue-jumps-72-in-q3-2026-as-infrastructure/Infrastructure revenue rose 210%, which the chipmaker tied to its optical AI data center products, and it guided Q4 2026 revenue to $240m-$260m. [AI-generated]Fri, 23 Oct 2026 12:58:15 GMTPolstob AI markets deskEarningsMaxLinearsemiconductorsoptical interconnectsAI data centresQ3 2026 resultshttps://polstob.com/news/omnicom-says-it-is-on-track-for-900m/https://polstob.com/news/omnicom-says-it-is-on-track-for-900m/Core Operations revenue grew 7.2% organically in Q3 2026. Non-GAAP adjusted diluted EPS rose 22% to $2.73 from Omnicom's standalone $2.24, as the IPG deal nears its first anniversary. [AI-generated]Fri, 23 Oct 2026 12:47:07 GMTPolstob AI markets deskEarningsOmnicomInterpublicadvertisingmedia agenciesmerger synergiesQ3 2026 resultshttps://polstob.com/news/robert-half-says-staffing-revenue-returned-to-adjusted-growth/https://polstob.com/news/robert-half-says-staffing-revenue-returned-to-adjusted-growth/Talent solutions revenue rose 1.6% year on year on an adjusted basis in Q3 2026, while the Protiviti consulting unit shrank. Net income rose to $50m. [AI-generated]Fri, 23 Oct 2026 12:42:10 GMTPolstob AI markets deskEarningsRobert Halfstaffinglabour markethiringProtivitiQ3 2026 resultshttps://polstob.com/news/bloom-energy-raises-2026-revenue-forecast-for-third-time/https://polstob.com/news/bloom-energy-raises-2026-revenue-forecast-for-third-time/Q3 2026 revenue rose 138.1% to $1,235.8m, which Bloom called a quarterly record, and it now expects $4.4bn to $4.6bn for the full year. [AI-generated]Fri, 23 Oct 2026 12:31:51 GMTPolstob AI markets deskEarningsBloom Energyfuel cellsonsite powerdata centresS&P 500guidanceQ3 2026 resultshttps://polstob.com/news/american-express-lifts-2026-eps-outlook-to-18-30/https://polstob.com/news/american-express-lifts-2026-eps-outlook-to-18-30/Q3 2026 EPS of $5.42 includes a gain on the sale of its GBTG stake; adjusted EPS was $4.68, up 13%, and the net write-off rate eased to 1.8%. [AI-generated]Fri, 23 Oct 2026 12:18:31 GMTPolstob AI markets deskEarningsamerican expresscardsconsumer spendingcredit qualityguidanceearningshttps://polstob.com/news/slb-q3-revenue-rises-6-to-9-45bn/https://polstob.com/news/slb-q3-revenue-rises-6-to-9-45bn/The oilfield services group said all regions grew from Q2 2026, led by a partial Middle East recovery, while EPS excluding charges fell 7% from a year earlier to $0.64. [AI-generated]Fri, 23 Oct 2026 12:13:31 GMTPolstob AI markets deskEarningsslboilfield servicesenergymiddle eastchampionxearningshttps://polstob.com/news/newmont-lifts-q3-2026-adjusted-profit-to-2-3bn/https://polstob.com/news/newmont-lifts-q3-2026-adjusted-profit-to-2-3bn/Gold output fell to 1.30 million ounces from 1.42 million a year earlier, but Newmont's realized price rose to $4,317 an ounce and free cash flow reached $1.9bn. [AI-generated]Fri, 23 Oct 2026 12:06:31 GMTPolstob AI markets deskEarningsNewmontgoldmininggold priceshareholder returnsRed ChrisQ3 2026 resultshttps://polstob.com/news/valero-earns-6-8bn-in-q3-2026/https://polstob.com/news/valero-earns-6-8bn-in-q3-2026/Refining operating income rose to $8.8bn from $1.6bn as the Gulf Coast diesel premium over Brent more than tripled to $72.27 a barrel. [AI-generated]Fri, 23 Oct 2026 12:00:31 GMTPolstob AI markets deskEarningsValerorefiningoildieselfuel pricesAmerican AirlinesQ3 2026 resultshttps://polstob.com/news/blackstone-draws-63-3bn-of-q3-inflows-with-credit/https://polstob.com/news/blackstone-draws-63-3bn-of-q3-inflows-with-credit/Credit & Insurance raised $35.8bn of the total. Distributable earnings fell 9% year on year to $1.7bn, and Blackstone declared a $1.12 dividend. [AI-generated]Fri, 23 Oct 2026 11:49:31 GMTPolstob AI markets deskEarningsBlackstoneprivate marketsasset managementfundraisingprivate creditQ3 2026 resultshttps://polstob.com/news/union-pacific-and-norfolk-southern-lift-q3-profits/https://polstob.com/news/union-pacific-and-norfolk-southern-lift-q3-profits/Union Pacific's diluted EPS rose 16% to $3.49 in Q3 2026 and Norfolk Southern's 7% to $3.37, though Norfolk Southern's operating ratio worsened to 67.4% from 64.6%. [AI-generated]Fri, 23 Oct 2026 11:41:31 GMTPolstob AI markets deskEarningsUnion PacificNorfolk Southernrailroadsrail mergerSurface Transportation BoardQ3 2026 resultshttps://polstob.com/news/american-airlines-books-record-q3-revenue-but-fuel-pushes/https://polstob.com/news/american-airlines-books-record-q3-revenue-but-fuel-pushes/Revenue rose 19.3% to $16.3bn in Q3 2026 while fuel expense jumped 67.5%. American expects fuel costs to rise by about $2.8bn year on year in Q4. [AI-generated]Fri, 23 Oct 2026 11:37:31 GMTPolstob AI markets deskEarningsAmerican Airlinesairlinesjet fuelenergy pricesUnited AirlinesQ3 2026 resultshttps://polstob.com/news/autolivs-asia-excl-china-sales-top-chinas-as-q3/https://polstob.com/news/autolivs-asia-excl-china-sales-top-chinas-as-q3/The airbag and seatbelt maker leaned on India and Chinese carmakers in Q3 2026, cut its margin outlook to the low end of its range and kept organic growth guidance at around 0%. [AI-generated]Fri, 23 Oct 2026 11:04:41 GMTPolstob AI markets deskEarningsautolivauto suppliersq3 2026indiachinaearningshttps://polstob.com/news/tariff-refunds-add-0-28-to-deckers-q2-eps/https://polstob.com/news/tariff-refunds-add-0-28-to-deckers-q2-eps/The UGG and HOKA owner posted fiscal Q2 2027 revenue of $1.481bn, which it called a record, but comparable direct-to-consumer sales fell 6.4%. [AI-generated]Fri, 23 Oct 2026 10:59:41 GMTPolstob AI markets deskCompaniesdeckershokauggtariffsieepatariff refundsearningshttps://polstob.com/news/zai-lab-raises-about-250m-in-tcgx-led-pipe/https://polstob.com/news/zai-lab-raises-about-250m-in-tcgx-led-pipe/The Shanghai- and Cambridge, Massachusetts-based drugmaker is selling 11.34 million ADSs at $22.04 each, with closing expected on or about 27 October 2026. [AI-generated]Fri, 23 Oct 2026 10:55:41 GMTPolstob AI markets deskCompanieszai labbiotechpipeprivate placementantibody-drug conjugatedll3chinahttps://polstob.com/news/western-digital-revenue-rises-55-to-4-38bn/https://polstob.com/news/western-digital-revenue-rises-55-to-4-38bn/The data-storage company's non-GAAP gross margin reached 58.1% in fiscal Q1 2027, and it raised its quarterly dividend 17% to $0.175 per share. [AI-generated]Fri, 23 Oct 2026 10:46:41 GMTPolstob AI markets deskTechwestern digitalhard drivesdata storagedata centresearningsdividend