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Earnings & Investor News · Week of Nov 2, 2026

Guidance raises and dividend hikes lead Q3 earnings week

Third-quarter reports showed most issuers raising guidance, dividends or buybacks, while Sunrun narrowed its outlook and Hecla cut Keno Hill throughput.

· SentioTrade newsroom

Third-quarter results dominated the week, and several companies paired them with higher outlooks or larger shareholder returns. Host Hotels & Resorts raised its full-year 2026 guidance, Matador Resources lifted production guidance and raised its annual dividend 17% to $1.75 per share, and Cencora raised its quarterly dividend 10 percent to $0.66 alongside fiscal 2027 guidance. CF Industries repurchased $367 million of stock in the quarter, and both CF Industries and Delek US declared quarterly dividends. Energy and commodity producers reported large profit swings: Delek US cited benchmark crack spreads that rose an average of 191.2%, and Hecla reported record free cash flow of $151 million.

Deals and balance sheet work were a second thread. Brink's now expects its NCR Atleos acquisition to close in early January 2027, Host bought two hotels after quarter end, and Cencora agreed to acquire American Oncology Network. Host amended its $2.5 billion credit facility, Hecla added an undrawn $500 million revolver, Delek issued $460 million of convertible notes, and Matador repaid more than $150 million of borrowings. Not every update was positive: Sunrun moved its full-year Aggregate Subscriber Value and Cash Generation guidance to the low ends of prior ranges, and Hecla said it will cut Keno Hill mill throughput pending permit amendments.

  1. Hecla Mining Co/De/

    Hecla Reports Third Quarter 2026 Results

    Hecla Mining reported third quarter 2026 revenue of $395 million and income from continuing operations of $150 million, or $0.22 per share, with record free cash flow of $151 million, and raised the low end of its 2026 silver production guidance to 15.3 million ounces. The company also said Keno Hill mill throughput will be cut to about 300 tons per day in the fourth quarter, with further suppression expected from January 2027, until permit amendments are received.

  2. Host Hotels & Resorts, Inc.

    HOST HOTELS & RESORTS, INC.

    Host Hotels & Resorts reported third-quarter comparable hotel RevPAR up 8.8% to $219.50 and Adjusted FFO per diluted share of $0.39, while GAAP net income fell 56.4% to $71 million, which the company attributes to lower gains on asset sales. It raised full-year 2026 guidance, acquired the 1 Hotel Brooklyn Bridge for $202 million and the Renaissance Dallas at Plano Legacy West Hotel for $172 million, and extended its $2.5 billion credit facility to January 2031 and January 2032.

  3. CF Industries Holdings, Inc.

    CF Industries Holdings, Inc.

    CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million a year earlier, on net sales of $1.86 billion and 7% higher sales volumes. The company repurchased 3.0 million shares for $367 million, declared a $0.60 quarterly dividend, and expects Blue Point One ammonia production to begin in 2029 at a cost of approximately $3.7 billion.

  4. Brinks Co

    BRINKS CO

    Brink's reported third-quarter revenue of $1,375 million, up 3%, with GAAP EPS down 59% to $0.35 and non-GAAP EPS up 18% to $2.46, excluding $45.7 million of NCR Atleos acquisition and transformation costs and $26.6 million of incident-related losses. The company now expects to close the NCR Atleos acquisition in early January 2027 and guided Q4 2026 non-GAAP EPS to $2.45 - $2.80.

  5. Sunrun Inc.

    Sunrun Reports Third Quarter 2026 Financial Results

    Sunrun reported third-quarter revenue of $1,099.5 million, up 52%, and net income attributable to common stockholders of $153.2 million, while Subscriber Additions fell 24% to 22,957. The company narrowed full-year 2026 guidance to approximately $4.6 billion of Aggregate Subscriber Value and approximately $200 million of Cash Generation, the low ends of its prior ranges.

  6. Delek US Holdings, Inc.

    Delek US Holdings Reports Third Quarter 2026 Results

    Delek US Holdings reported third-quarter net income attributable to Delek of $1,133.8 million, or $18.22 per diluted share, versus $178.0 million a year earlier, as benchmark crack spreads rose an average of 191.2% and EPA small refinery exemptions reduced costs by $334.7 million. The company issued $460 million of 0.00% Convertible Senior Notes due 2031 and declared a $0.300 quarterly dividend payable November 18, 2026.

  7. Cencora, Inc.

    CENCORA REPORTS FISCAL 2026 FOURTH QUARTER AND FISCAL YEAR END RESULTS

    Cencora reported fiscal 2026 revenue of $337.4 billion, up 5.0 percent, and fourth-quarter adjusted diluted EPS of $4.66, up 21.4 percent, and raised its quarterly dividend 10 percent to $0.66. It guided fiscal 2027 adjusted diluted EPS to $19.40 to $19.75, agreed to acquire American Oncology Network and sell its Profarma stake, and will report under new segments starting in the first quarter of fiscal 2027.

  8. Matador Resources Co

    MATADOR RESOURCES COMPANY

    Matador Resources reported third quarter 2026 production of 230,470 BOE per day, up 10% and above its guidance midpoint, with net income attributable to shareholders of $172.1 million, or $1.39 per diluted share. The company raised full-year production guidance and its annual dividend to $1.75 per share from $1.50, and says it repaid over $150 million in borrowings and expects leverage to approach 1.5x by year-end 2026.

This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not SentioTrade reporting.

Guidance raises and dividend hikes lead Q3 earnings week