Company AgileCorporate announcements and results

Business · Week of Nov 2, 2026

Guidance raises dominate Q3 reports: the week in business

Third quarter 2026 reports dominated the week, with most companies raising 2026 guidance and several reshaping debt, costs or recent deals.

· Company Agile newsroom

Third quarter 2026 earnings made up the week's releases, and most issuers raised their outlooks. Hecla Mining, Hagerty, Ralliant and Qnity Electronics each lifted 2026 guidance, and Yum China raised its net new store target to over 2,400. ESAB moved the other way, cutting its core adjusted EBITDA and EPS guidance after lowering its core organic sales growth range. Gogo reiterated its 2026 guidance.

Balance sheets and recent transactions were a second thread. Gogo amended and extended its ~$600 million Term Loan B to October 2030, Hecla ended the quarter with an undrawn new $500 million revolving credit facility, and Charter, reporting its first results including Cox Communications, set a $2 billion operating expense savings target alongside a new operating model. ESAB's results reflected the EWM and Eddyfi acquisitions, Qnity reported as an independent company following its spin-off from DuPont, and Hagerty's figures were shaped by its transition to the Markel Fronting Arrangement.

  2. Charter Communications, Inc.

    Charter Announces Third Quarter 2026 Results and Launches New Operating Model

    Charter Communications reported a pro forma third quarter net loss attributable to shareholders of $2.1 billion and an actual net loss of $2.4 billion, which it says was primarily driven by a $6.3 billion franchise impairment charge, with pro forma revenue of $16.5 billion, down 1.5%. The company launched a new operating model it says is designed to return it to growth, targeting $2 billion in annualized run-rate operating expense savings over the next 18 months on top of more than $1 billion in anticipated Cox Transactions synergies.

  3. Hagerty

    Hagerty Reports Third Quarter 2026 Results; Increases 2026 Growth Outlook

    Hagerty reported third quarter Net Income of $36 million and Adjusted EBITDA of $97 million, up 64%, as Written Premium rose 16% to $386 million while Total Revenue fell 9% to $354 million, which the company attributes to the Markel Fronting Arrangement transition. It raised full-year 2026 guidance to Net Income of $48 million–$60 million and Adjusted EBITDA of $305 million–$315 million.

  4. Gogo Inc.

    Gogo Inc.

    Gogo reported third-quarter 2026 revenue of $213.2 million, down 5%, and a net loss of $3.2 million, with Military/Government service revenue up 36% and business aviation service revenue down 10%, and reiterated its 2026 guidance. It amended and extended its ~$600 million Term Loan B to October 2030 with an immediate $25 million paydown, and says total debt will fall by a cumulative $92 million by the end of 2027.

  5. Yum China Holdings, Inc.

    Yum China Reports Third Quarter 2026 Results

    Yum China reported third quarter revenue up 8% to $3.5 billion, operating profit up 13% to $451 million and diluted EPS up 20% to $0.91, and opened a quarterly record of 692 net new stores. The company raised its 2026 net new store target to over 2,400, increased its share repurchase authorization by $1 billion and declared a $0.29 per share dividend payable December 22, 2026, and says it is on track to return $1.5 billion to shareholders in 2026.

  6. ESAB Corp

    ESAB Corporation Announces Third Quarter 2026 Results

    ESAB reported third quarter 2026 sales of $825 million, up 13.3% reported and 2.3% core organic, and net income from continuing operations of $41 million, or $0.61 per diluted share, compared with $1.04 a year earlier. It lowered full-year core organic sales growth guidance to 1.6% to 2.0%, core adjusted EBITDA guidance to $603 million to $607 million and core adjusted EPS guidance to $5.28 to $5.33.

  7. Ralliant Corp

    Ralliant Reports Third Quarter 2026 Results and Raises Full Year Guidance

    Ralliant reported third-quarter 2026 revenue of $620 million, up 17%, and diluted EPS of $0.77, up 117%, citing demand in defense and space, utility grid modernization and data centers while Semiconductors declined. It raised full-year 2026 guidance to revenue of $2.340 to $2.360 billion and adjusted EPS of $3.10 to $3.16, and declared a $0.05 per share dividend payable December 23, 2026.

  8. Qnity Electronics, Inc.

    Qnity Reports Third Quarter 2026 Results, Raises Full-Year Financial Guidance

    Qnity Electronics reported third-quarter net sales of $1,556 million, up from $1,276 million, while GAAP net income was $196 million compared with $223 million, and Adjusted EPS was $1.46. The company, reporting as an independent company following its November 1, 2025 spin-off from DuPont, raised full-year 2026 guidance to net sales of $5.77B - $5.83B and Adjusted EPS of $4.95 - $5.05.

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 Company Agile reporting.