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Invitation Homes FFO of $0.51 beats by $0.02, revenue of $748M beats by $13.46M

Carvana projects $2.7B-$3.0B adjusted EBITDA in 2026 while targeting 3M cars at 13.5% margin by 2030-2035

Sonos expects Q4 revenue of $325M-$355M amid memory-cost headwinds

Teekay Tankers Non-GAAP EPS of $5.56 beats by $0.03, revenue of $379.51M beats by $89.06M

Goldman pitches $5.4B debt package for Microsoft-leased data center: report

Silicon Motion Technology beats top-line and bottom-line estimates; gives Q3 outlook

Shell Q2 earnings preview: Strong trading performance expected to drive results, pipeline sale talks in focus

Thursday’s Economic Calendar

Equinix outlines 2026 revenue growth of 11% to 12% and $5B to $6B CapEx as AI demand accelerates

Regional Management projects 10% to 13% full-year EPS growth as it targets 5% to 7% portfolio growth

Canfor GAAP EPS of -$0.16, revenue of $1.53B beats by $520M

Cematrix GAAP EPS of $0.23, revenue of $18.7M

Primaris Real Estate Investment Trust reports Q2 results

Morguard Real Estate Investment Trust reports Q2 results

Exco Technologies GAAP EPS of C$0.15, revenue of C$165.4M

Timbercreek Financial GAAP EPS of $0.09

Ag Growth reports Q2 results

Microsoft outlines Q1 revenue of $89.85B-$90.95B while forecasting ~45% Azure growth

Perseus Mining Limited reports Q4 results

Rush Street Interactive projects $1.56B-$1.60B 2026 revenue as it ramps Alberta launch

Sensata expects Q3 2026 EPS $0.93-$0.97 while outlining 1.5x-2.5x data center SAM expansion

NorthWestern Non-GAAP EPS of $0.50 beats by $0.07, revenue of $392.6M beats by $15.5M

Vermilion Energy declares CAD 0.135 dividend

Moelis declares $0.65 dividend

Employers Holdings declares $0.34 dividend

FTAI Aviation declares $0.50 dividend

Matthews declares $0.255 dividend

Webster Financial declares $0.40 dividend

Hexcel declares $0.18 dividend

Quaker Houghton declares $0.53 dividend

CPKC outlines mid-single-digit volume growth in 2026 as it targets $1B Mexico-Canada land bridge revenue path

Diebold nixdorf reaffirms 2026 adjusted EBITDA of $510M-$535M while targeting $255M-$270M in free cash flow

Lockheed Martin secures $58.6B U.S. contract to produce Patriot missiles

Moelis expects quarterly non-comp expenses in the mid- to high $60M range as announced pipeline rises 80%

Everforth outlines Q3 2026 adjusted EBITDA margin of 9.6% to 10.3% as bookings momentum broadens

Fortinet forecasts 2026 EPS of $3.41-$3.47 as it raises full-year billings outlook to $9.35B-$9.55B

Del Monte targets 2026 adjusted EBITDA of $230M-$240M while lifting Del Monte Foods outlook to $625M net sales

McGrath outlines 2026 revenue of $955M-$985M while raising gross rental CapEx to $200M-$220M

C.H. Robinson forecasts 2026 capex of $65M-$75M amid supply-driven tightening and ongoing legal appeal process

Ruger outlines ~$30M 2026 capex target while formalizing the Ruger Business System

FICO projects $2.53B fiscal 2026 revenue as it raises EPS guidance to $42.43 non-GAAP

Aware anticipates stronger second half as it touts 10x lower false non-match rate

Glaukos outlines $680M-$700M 2026 net sales as iDose TR seen at $275M-$280M

Sprouts forecasts $5.32-$5.40 EPS in 2026 while planning 42 net new stores

Robinhood lowers 2026 adjusted OpEx outlook to $2.675B-$2.775B while targeting Robinhood Social rollout by quarter-end

PTC forecasts 9% to 9.5% constant currency ARR growth in FY 2026 as it raises share repurchase target to about $1.625B

Waystar outlines $1.276B-$1.294B 2026 revenue and $535M-$545M adjusted EBITDA guidance amid CFO transition

DMC Global expects Q3 sales of $158M-$168M with adjusted EBITDA of $10M-$13M as Arcadia momentum continues

Q2 Holdings forecasts $881M-$886M 2026 revenue while raising subscription growth view to 14.5%

PennyMac outlines ~$60M annualized cost savings as it targets a return to mid-teens ROEs