MarketCatalystHoneywell beat Q3 adjusted EPS estimates as organic sales grew 7% and segment margin expanded 370 basis points to 21.3%, while revenue of $4.99 billion narrowly missed. It raised its 2026 outlook.
Futures fall as oil hits a five-month high and chip stocks slide; Tesla, IBM, Lam Research and Rollins drop after earnings while Lockheed Martin, Spotify and CSX rise. Plus the calendar & what to watch.
Graco missed Q3 EPS estimates by $0.02 while revenue of $586.4 million landed in line, up 7.9% from a year ago. It guided fourth-quarter sales to $610 million-$640 million.
SAP 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.