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Earnings & Investor News · Week of Nov 2, 2026

Deals reshape Q3 results as guidance rises: the week in earnings

Q3 2026 reports from eight companies were shaped by joint ventures, stake sales and acquisitions, and three of them raised full-year guidance.

· Smart Finance Review newsroom

Transactions ran through most of this week's third-quarter reports. Americold Realty Trust booked a $714.1 million gain from contributing assets to its EQT joint venture. Thomson Reuters sold a 51% stake in its Global Print business to capital accounts advised by KKR. Charter Communications reported its first results including Cox Communications. The Brink's Company now expects to close its NCR Atleos acquisition in early January 2027, and Utz Brands withheld guidance and skipped its call ahead of its take-private by Intersnack Group.

Americold, Pfizer and Xenia Hotels & Resorts each raised full-year 2026 guidance. Reported and adjusted figures often pointed in opposite directions. Brink's GAAP EPS fell 59% while non-GAAP EPS rose 18%. Thomson Reuters' operating profit fell 22% as adjusted EPS rose. Charter's net loss was driven by a $6.3 billion franchise impairment charge. Delek US Holdings reported the largest earnings swing, with net income rising to $1,133.8 million on higher crack spreads and EPA small refinery exemptions.

  1. Americold Realty Trust

    AMERICOLD ANNOUNCES THIRD QUARTER 2026 RESULTS

    Americold Realty Trust reported Q3 2026 revenues of $691.6 million, up 4.2%, and net income of $683.4 million, driven mainly by a $714.1 million after-tax gain from forming its EQT joint venture, in which it retained a 30% interest. The company raised its full-year Adjusted FFO guidance to $1.31 - $1.33 per share from $1.26 - $1.32, while Q3 Adjusted FFO held at $0.35 per share.

  2. Pfizer Inc

    Pfizer Reports Strong Third-Quarter 2026 Results And Raises 2026 Guidance

    Pfizer reported Q3 2026 revenues of $16.6 billion, relatively flat operationally, and Adjusted diluted EPS of $0.87, as a 63% operational drop in Paxlovid was offset by gains in Eliquis and other products. The company raised full-year revenue guidance to $62.0 to $64.0 billion and Adjusted diluted EPS guidance to $2.95 to $3.05, despite a $650 million in-process R&D charge tied to Innovent Biologics.

  3. Thomson Reuters

    Thomson Reuters Reports Third-Quarter 2026 Results

    Thomson Reuters said Q3 2026 revenues rose 10% to $1,833 million while operating profit fell 22% to $402 million, which it attributes mainly to a prior-year gain on the Elite sale; adjusted EPS rose to $0.81 from $0.71. Its updated 2026 outlook excludes Global Print, now Westbridge Print, after it sold a 51% stake to KKR-advised accounts for about $500 million, and calls for organic revenue growth of 8.5% - 9.0%.

  4. Brinks Co

    BRINKS CO

    The Brink's Company reported Q3 2026 revenue of $1,375 million, up 3%, with GAAP EPS down 59% to $0.35 and non-GAAP EPS up 18% to $2.46. Excluded costs included $45.7 million tied to the NCR Atleos acquisition, which it now expects to close in early January 2027, and $26.6 million of incident-related losses, including a precious metals robbery and a warehouse flood.

  5. Charter Communications, Inc.

    Charter Announces Third Quarter 2026 Results and Launches New Operating Model

    Charter Communications reported a Q3 2026 actual net loss attributable to shareholders of $2.4 billion, driven primarily by a $6.3 billion franchise impairment charge, in its first results including Cox Communications. Charter announced a new operating model targeting $2 billion in annualized run-rate operating expense savings over 18 months, on top of more than $1 billion in expected Cox synergies, as pro forma Internet customers fell by 233,000.

  6. Delek US Holdings, Inc.

    Delek US Holdings Reports Third Quarter 2026 Results

    Delek US Holdings reported Q3 2026 net income attributable to Delek of $1,133.8 million, or $18.22 per diluted share, up from $178.0 million a year earlier, as benchmark crack spreads rose an average of 191.2%. EPA small refinery exemptions reduced costs by $334.7 million in the quarter, and the Board approved a $0.300 per share dividend payable November 18, 2026.

  7. Xenia Hotels & Resorts, Inc.

    Xenia Hotels & Resorts Reports Third Quarter 2026 Results

    Xenia Hotels & Resorts narrowed its Q3 2026 net loss to $2.7 million from $13.7 million, as Same-Property RevPAR rose 12.5% to $184.75 and Adjusted EBITDAre rose 26.0% to $53.2 million. Citing Q3 and October results above expectations, the company raised full-year guidance to Adjusted EBITDAre of $278 million to $284 million and Adjusted FFO of $2.08 to $2.14 per share.

  8. Utz Brands, Inc.

    Utz Brands Reports Third Quarter 2026 Results

    Utz Brands reported Q3 2026 Net Sales down 2.3% to $369.2 million and a wider Net Loss of $32.1 million, citing inflation and a modestly weaker consumer; Adjusted EBITDA fell 30.3% to $42.0 million. The company did not provide guidance or hold a conference call because of its pending take-private by Intersnack Group, which it expects to close in the fourth quarter of 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 Smart Finance Review reporting.