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Honeywell Aerospace anticipates 4% to 5% organic sales growth in 2026 as it resets guidance amid supply constraints

Amplitude expects $407.2M-$411.2M FY2026 revenue as it targets 20%-plus long-term operating margin

Samsung Galaxy Z pre-orders up 30% as Fold 8 lineup paces for record highs

CACI International beats top-line and bottom-line estimates; gives FY 2027 outlook

JPMorgan’s Jamie Dimon warns high market leverage could trigger quick disruption

Joby raises 2026 revenue guidance to $115M-$125M as eIPP flights planned for September

Cardlytics expects Q3 2026 revenue of $34M-$39M while targeting adjusted EBITDA of $0-$3M

Block signals 2026 gross profit of $12.51B with 28% adjusted operating income margin

Equinox Gold beats top-line and bottom-line estimates; updates FY26 outlook

APA beats top-line and bottom-line estimates; raises FY2026 production outlook

FalconStor Software reports Q2 results

Evolus targets $450M-$500M revenue and 13%-15% adjusted EBITDA margin in 2028 while raising 2026 revenue outlook to $330M-$337M

United Bancorporation of Alabama GAAP EPS of $3.71

Chemours outlines 2026 adjusted EBITDA of $775M-$825M as it targets ~3.8x net leverage

Blue Bird targets $400M-$500M-plus adjusted EBITDA long term as Ford chassis collaboration starts in 2028

Sarepta forecasts $1.2B-$1.3B 2026 net product revenue as Cohort 8 12-week data shifts to Q1 2027

Dave projects $725M-$735M 2026 revenue and $17-$17.50 adjusted diluted EPS while increasing second-half marketing

Tutor Perini forecasts 2026 adjusted EPS of $5.15-$5.45 while refinancing cuts annual cash interest by $21M

GRAIL anticipates FDA advisory committee in fall while projecting potential approval in first part of 2027

Celestica prices $3B offering at $310/share; shares fall 12%

Warrior Met Coal signals Blue Creek sales volume of 5M tons for 2026 as it raises full-year volume guidance by 0.5M tons

Thursday’s Economic Calendar

Kinaxis GAAP EPS of $0.76, revenue of $158.7M beats by $5.29M

Fortuna Silver Mines Non-GAAP EPS of $0.25 misses by $0.04, revenue of $318.4M

Moderna gains approval of first-ever mRNA flu vaccine

Information Services declares $0.045 dividend

Texas Pacific Land declares $0.60 dividend

Figma anticipates FY2026 revenue of $1.463B-$1.467B while leaning into investment as AI monetization ramps

Expedia declares $0.48 dividend

Amtech forecasts Q4 revenue of $22.5M-$24M as CEO transition advances amid AI-driven demand

Manulife Financial PFD CL A SER 2 declares $0.2906 dividend

Manulife Financial NON CUM PFD 1 25 declares $0.3713 dividend

Manulife Financial Corporation NONCUM PFD SHS declares $0.323 dividend

Manulife Financial Corporation NON C CL-1 SR-17 declares $0.3464 dividend

Manulife Financial Corporation PFD CL 1 SR-15 declares $0.3609 dividend

Manulife Financial PFD SHS CL 1 S13 declares $0.3968 dividend

Manulife Financial NONCUM PF1 SER11 declares $0.3849 dividend

Triple Flag Precious Metals raises dividend by 4.3% to $0.06 dividend

Artemis Gold declares CAD 0.05 dividend

South Bow Corporation declares $0.50 dividend

Tenaris declares $0.59 dividend

SandRidge Energy declares $0.13 dividend

Archer-Daniels-Midland declares $0.52 dividend

OR Royalties declares CAD 0.065 dividend

Blue Owl Technology Finance Corp. declares $0.35 dividend

NL Industries declares $0.10 dividend

Zevra outlines CHMP reexamination timing with Q4 opinion expected, as MIPLYFFA Orange Book listing extends to 2041

Diversified Energy declares $0.29 dividend

LegalZoom outlines $795M-$805M 2026 revenue outlook as Google AI search shift drives channel diversification push

Blue Owl Capital declares $0.31 dividend & supplemental dividend of $0.02/share