MarketCatalystSAP beat Q3 EPS and revenue estimates as cloud revenue grew 26% and current cloud backlog rose 28% to €24.1 billion. It now expects 2026 cloud and cloud-and-software revenue toward the upper end of its ranges.
CACI International beat first-quarter adjusted EPS estimates by $1.09 but missed on revenue. It raised its fiscal 2027 revenue and EPS guidance and held its free cash flow outlook at $900 million or more.
IBM topped Q3 estimates on operating EPS of $2.95 and revenue of $17.1 billion, up 5% as software accelerated and infrastructure rebounded. It held its 4% to 5% revenue growth outlook and raised its free cash flow outlook.
Tesla beat Q3 EPS estimates by $0.03 on revenue in line with consensus. Margins rebounded and free cash flow topped forecasts, but profit fell, energy storage missed and management gave no numeric outlook.
Meta reported $7.40 of EPS excluding a $9.89 billion legal charge, topping the $6.54 consensus, on revenue up 26% to $64.6 billion. It guided Q4 revenue above estimates, raised its 2026 expense outlook and approved a new class of non-voting stock.
Abbott will separate its Nutrition business into a standalone public company by the end of 2027. Q3 earnings were in line, but a weaker electrophysiology and diabetes outlook cut 2026 sales growth to about 6%.