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Texas Roadhouse targets ~$400M in 2026 capex while cutting full-year commodity inflation outlook to ~5%

Globus Medical outlines 2026 non-GAAP EPS of $4.95-$5.05 while reaffirming $3.18B-$3.22B revenue

Fox factory outlines $1.42B-$1.47B 2026 sales outlook while reaffirming $50M cost savings goal

Applied Optoelectronics outlines $255M-$290M Q3 revenue as 800G ramp stays capacity-constrained

Black Hills outlines $4.25-$4.45 adjusted EPS range as it targets definitive agreements for a 1.8 GW data center project in Q3

Cable One outlines plan to lift digital sales mix to 35%-40% over 12-18 months as retention remains top priority

BRC Group outlines plan to fund over $300M of 2026 maturities while reporting $66M operating adjusted EBITDA

Aspen Aerogels outlines Q3 revenue of $65M-$80M and adjusted EBITDA of $7M-$15M as european OEM outlook rises

Burford Capital outlines deleveraging focus with $733M cash and $400M debt due within nearly 4 years

Airbnb signals at least mid-teens 2026 revenue growth while guiding Q3 revenue to $4.69B-$4.77B

SM Energy targets 435,000-440,000 boe/d in 2H 2026 while reaffirming $2.65B-$2.85B capex

GigaCloud outlines Q3 revenue of $375M-$400M as Europe GMV rises 66%

Universal outlines push to return uncommitted tobacco inventory to 20% target while navigating oversupply

Oil prices jump as Iran weighs ban of U.S. ships from Hormuz; Houthis attack Saudi forces in Yemen

Macom outlines Q4 FY 2026 revenue of $415M-$425M with adjusted EPS of $1.97-$2.03 as backlog hits record 1.6:1 book-to-bill

Alarm.com raises 2026 outlook to $754.4M SaaS revenue while targeting 21% adjusted EBITDA margin exiting 2027

Natera outlines $2.85B-$2.91B 2026 revenue outlook backed by 31% growth ex true-ups

Viatris raises 2026 outlook while targeting $500M peak sales for fast-acting meloxicam

WillScot signals 2026 revenue of ~$2.3B and net CapEx of ~$375M as large-project demand drives outlook raise

Halozyme projects 2026 non-GAAP EPS of $8.65-$9.00 while raising revenue outlook to $1.835B-$1.91B

Sunstone expects 2026 RevPAR growth of 7%-9% following Hyatt Regency San Francisco sale

ConocoPhillips targets $7B free cash flow inflection by 2029 as it outlines CEO transition and keeps full-year guidance unchanged

Tripadvisor expects Q3 experiences booked growth of 5% to 7% amid TheFork sale process

Arrow Electronics outlines Q3 sales of $9.6B-$10.2B with non-GAAP EPS of $4.83-$5.03

Pennant anticipates $1.17B-$1.19B 2026 revenue as it raises EPS outlook to $1.34-$1.41

AMSC expects Q2 fiscal 2026 revenue to exceed $85M while scaling Brazil capacity

Turtle Beach reaffirms 2026 revenue $335M-$355M outlook as it targets mid- to high 30% gross margin

Trump signs order setting 15% tariff, price floors on polysilicon imports

GoodRx projects $790M-$805M revenue and $240M-$250M adjusted EBITDA as Pharma Direct targets 70%+ growth

Western Midstream outlines 2026 adjusted EBITDA of $2.75B-$2.95B while integrating Brazos acquisition

CarParts.com targets free cash flow positive in 2026 with A-Premium near $50M run rate and 300,000-package last-mile goal

HCI outlines over $10M per quarter reinsurance savings as GEICO begins selling new product

Immunocore outlines TEBE-AM data as early as end of 2026 while scaling KIMMTRAK beyond ~1,000 patients per year

StoneX expects RJO cost synergies to reach a $50M run rate by end of Q1 FY 2027 as volatility moderates

FrontView raises 2026 AFFO per share outlook to $1.32-$1.34 as it targets $120M of net investment

Atlassian outlines 18% FY 2027 subscription ARR growth with 4.5% GAAP operating margin target

Mativ expects $20M-$25M Q3 sales impact from Wisconsin tornado while targeting 2.5x-3.5x net leverage by mid-2027

Nephros details integrated water safety platform while expanding in Greater New York and Puerto Rico

Establishment Labs signals $269M-$271M 2026 revenue as minimally invasive approaches 15% of sales

Novavax expects $235M-$275M in 2026 adjusted total revenue while targeting $150M-$200M in 2028 non-GAAP R&D and SG&A

Mueller Water Products targets FY2026 adjusted EBITDA of $367M-$372M while narrowing net sales growth to 2.8%-3.5%

Ormat expects $1.15B-$1.2B 2026 revenue while targeting 2.6-2.8 GW by 2028

Occidental expects flat production and capex in 2027

Koppers outlines 2026 adjusted EBITDA of $240M-$250M as Stickney distillation end moves to Sep. 30, 2026

Cooper-Standard targets over $400M of 2026 net new awards while keeping adjusted EBITDA midpoint unchanged

Ziff Davis Non-GAAP EPS of $1.03 beats by $0.19, revenue of $286.7M beats by $0.79M

Here are the major earnings before the open Friday

Valhi GAAP EPS of $0.78, revenue of $606.1M

CVRx GAAP EPS of -$0.53 misses by $0.01, revenue of $15.71M beats by $0.16M

WELL Health Technologies Non-GAAP EPS of $0.04 misses by $0.02, revenue of $400.43M beats by $13.8M