Guidance & Earnings

Track every earnings release and guidance change. Screen across companies instantly.

Results and outlooks are read out of earnings releases, call transcripts and filings within a minute of the print. Prior and new ranges are kept in the company’s own words, then differenced independently — so the label and the arithmetic can be checked against each other on every row.

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Guidance tape

today

SN:guidance:20260910Press releaseraise+38s after release

SharkNinja lifts FY26 revenue growth guidance to 16–17%

Second raise of the year, and the new floor sits above the old ceiling — the entire range cleared, not just the midpoint. Read as a demand call rather than an FX or timing artefact.

Prior guidance

11.5% to 12.5%

midpoint 12.0%

New guidance

16% and 17%

midpoint 16.5%

Midpoint move

+37.5%

Revenue · FY26 · clears prior

Revenue

$1.72bn

cons. $1.66bn

Adj. EPS

$1.28

cons. $1.11

Surprise

+15.3%

on adj. EPS

Reaction

+8.4%

excess vs XLY +6.9%

GET/v1/guidance/SN:guidance:20260910

1 credit

{
  "revision_id": "SN:guidance:20260910",
  "ticker": "SN",
  "company": "SharkNinja",
  "metric": "Revenue",
  "metric_family": "headline_financial",
  "period": "FY26",
  "direction": "raise",
  "prior_guidance_text": "11.5% to 12.5%",
  "new_guidance_text": "16% and 17%",
  "prior_midpoint": "12.0%",
  "new_midpoint": "16.5%",
  "midpoint_change_pct": 37.5,
  "range_relation": "clears_prior",
  "words_numbers_agree": true,
  "source_type": "press_release",
  "released_at": "2026-09-10T11:02:14Z",
  "published_latency": "38s",
  "llm_model": "gemini-2.5-flash-lite",
  "prompt_version": "guidance-v3"
}

Screen companies with guidance change

sample data

A sample of the schema that lets you filter on company size, metric family, period, direction of the change, the range relation, and how far the midpoint travelled — with prior and new figures quoted verbatim, so a screen result is readable without opening the filing.

Direction

Metric

Minimum midpoint move

Market cap above $10bn

Headline financial metrics only

Both sides quoted as numeric ranges for the same period

Words and numbers in agreement

Company

Ticker

Metric

Period

Prior guidance

New guidance

Midpoint

Range

SharkNinja

Revenue

FY26

11.5% to 12.5%

16% and 17%

+37.5%

clears prior

AAON

Revenue growth

FY26

40%–45%

55% to 60%

+35.3%

clears prior

Schneider Electric

SBGSF

Revenue growth

FY26

7% to 10%

10% to 13%

+35.3%

clears prior

Quanta Services

PWR

Net income

FY26

$1.27bn to $1.38bn

$1.74bn to $1.82bn

+34.3%

clears prior

APi Group

APG

Organic revenue growth

FY26

5% to 7%

7% to 9%

+33.3%

clears prior

Hubbell

HUBB

Organic revenue growth

FY26

6%–9%

9%–11%

+33.3%

clears prior

Twilio

TWLO

Organic revenue growth

FY26

9.5% to 10.5%

13% to 13.5%

+32.5%

clears prior

BeOne Medicines

ONC

Operating income

FY26

$750m to $850m

$1.0bn to $1.1bn

+31.2%

clears prior

Schneider Electric

SBGSF

Adj. EBITDA margin

FY26

50 to 80 bps

70 to 100 bps

+30.8%

shifted up

WESCO International

WCC

Free cash flow

FY26

$500m to $800m

$300m to $600m

−30.8%

shifted down

ITT

Revenue growth

FY26

4% to 6%

5% to 8%

+30.0%

shifted up

International Flavors & Fragrances

IFF

Revenue

FY26

$10.5bn to $10.8bn

$7.4bn to $7.6bn

−29.6%

below prior

Trane Technologies

Organic revenue growth

FY26

approximately 7%

approximately 9%

+28.6%

point estimate

FFIV

Revenue growth

FY26

7% to 8%

approx. 9% to 10%

+26.7%

clears prior

Legrand

LGRDY

Revenue

FY26

between +10% and +15%

between +16% and +19%

+26.7%

clears prior

Bloom Energy

Revenue

FY26

$3.1bn to $3.3bn

$3.9bn to $4.2bn

+26.6%

clears prior

O'Reilly Automotive

ORLY

Comparable sales

FY26

3.0% to 5.0%

4.0% to 6.0%

+25.0%

shifted up

Zebra Technologies

ZBRA

Revenue growth

FY26

10% to 14%

14% to 16%

+25.0%

clears prior

Solventum

SOLV

Free cash flow

FY26

~$200m

$200m to $300m

+25.0%

widened

Otis Worldwide

OTIS

Operating income

FY26

approx. $2.5bn

approx. $2.4bn

−25.0%

point estimate

Boston Scientific

BSX

Organic revenue growth

FY26

6.5% to 8.0%

5% to 6%

−24.1%

below prior

Boston Scientific

BSX

Revenue

FY26

7.0% to 8.5%

5.5% to 6.5%

−22.6%

below prior

Honeywell

HON

Organic revenue growth

FY26

3% — 6%

3% to 4%

−22.2%

narrowed down

Honeywell

HON

EPS

FY26

$10.35 — $10.65

$8.05 to $8.35

−21.9%

below prior

Siemens Healthineers

SEMHF

Revenue

FY26

4.5% to 5%

3.5% to 4%

−21.1%

below prior

Pentair

PNR

EPS

FY26

$4.83 to $4.93

approx. $3.90 to $4.10

−18.0%

below prior

Xylem

XYL

Organic revenue growth

FY26

2% to 4%

approx. 2% to 3%

−16.7%

narrowed down

Tractor Supply

TSCO

EPS

FY26

$2.13 to $2.23

$1.78 to $1.88

−16.1%

below prior

Tractor Supply

TSCO

Net income

FY26

$1.11bn to $1.17bn

$930m to $990m

−15.8%

below prior

General Motors

Net income

FY26

$9.9bn — $11.4bn

$8.4bn to $9.8bn

−14.6%

shifted down

General Motors

EPS

FY26

$10.62 — $12.62

$8.98 to $10.98

−14.1%

shifted down

Tractor Supply

TSCO

Operating margin

FY26

9.3% to 9.6%

8.0% to 8.3%

−13.8%

below prior

Cognizant

CTSH

Revenue

FY26

4.5% to 6.5%

4% to 5.5%

−13.6%

narrowed down

Zoetis

ZTS

Net income

FY26

$2.680bn to $2.760bn

$2,330m to $2,380m

−13.4%

below prior

Zoetis

ZTS

EPS

FY26

$6.35 to $6.50

$5.55 to $5.65

−12.8%

below prior

Prior and new figures are the company’s own wording, quoted verbatim from the release or transcript. 35 rows shown.

Insights across the market’s guidance change

3,084 moved metrics

Because every revision is stored as a differenced pair, the whole season aggregates. Distribution of the moves, where they came from, and which line companies actually touched.

How big were the moves

sample data from Q2 2026

Each bar is the change in the midpoint of the guided range. Around a third of all moves are under 2% — a company nudging the middle of its range rather than repricing the year.

← midpoint downmidpoint up →

161

0 — 2%

554

193

2 — 5%

555

170

5 — 10%

363

159

10 — 20%

278

216

over 20%

435

899 moves down, 2,185 up. Bars are scaled to the largest bucket (555).

Where the moves came from

Industrials

481 up · 167 down

Healthcare

414 up · 181 down

Technology

341 up · 105 down

Real Estate

299 up · 84 down

Consumer Cyclical

250 up · 139 down

Energy

99 up · 44 down

Financial Services

98 up · 55 down

Consumer Defensive

87 up · 63 down

Basic Materials

79 up · 36 down

Communication Svcs

59 up · 28 down

Utilities

26 up · 17 down

Industrials and healthcare carry the season; the ratio, not the count, is what moves a sector call.

Which metric got moved

Metric

Raised

Cut

Revenue

The most-guided and most-revised line

311

111

Adjusted EBITDA

178

EPS

166

Adjusted EPS

Revised up over four times as often as down

Free cash flow

Revenue growth

Capital expenditure

Near-even — and a raise here is spending, not earnings

Net income

EBITDA

Operating income

Gross margin

Tax rate

The one metric cut more often than raised — and a cut is good news

Distinct companies moving each metric. Capex and tax rate are the only two where cuts roughly match raises — and for both, a lower number is usually the better news.