MarketCatalystComfort Systems USA reported third-quarter revenue of $3.77 billion and EPS of $13.91, above the $3.4 billion and $12.85 expected, while total backlog climbed 90% from a year earlier to $17.81 billion and operating cash flow rose 83% to $1.01 billion.
Western Digital reported fiscal first-quarter revenue of $4.38 billion and adjusted EPS of $4.64, both above estimates, with an adjusted gross margin of 58.1%, and guided the second quarter to $5.0 billion to $5.2 billion of revenue, well above the $4.57 billion Wall Street expected.
Bloom Energy reported third-quarter adjusted EPS of $0.94 against $0.69 expected and revenue of $1.24 billion against $1.07 billion, up 138% from a year earlier, and raised its 2026 outlook to $4.4 billion to $4.6 billion of revenue and $3.10 to $3.40 of adjusted EPS.
Nokia beat Q3 revenue and EPS estimates as net sales to AI and cloud customers grew 123% and comparable operating margin expanded 220 basis points to 11.7%. It lowered its capex and cash conversion ranges.
Honeywell 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.
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.