Haverhill Financial Research · Earnings Recap · October 27, 2026
Monday's tape was kind to almost everyone. The S&P 500 rose 0.70% to 7,676.77, the Nasdaq added 0.82%, and the Philadelphia Semiconductor Index jumped 2.82% as AI optimism came rushing back — helped by Anthropic filing its S-1 to list on Nasdaq under the ticker "ANT," a disclosure whose revenue growth took some air out of the "AI boom fading" narrative. Tesla added 5.2% on a Barclays upgrade; Meta slipped about 1.9% after disclosing plans to raise as much as $95 billion for AI infrastructure.
Underneath that friendly tape, 36 companies reported third-quarter results. Two of them — $$CLS ( ▼ 4.84% ) and $$WHR ( ▲ 1.03% ) — told you everything about where this economy's winners and losers sit. Here is the full scorecard.
Evening reporters (CLS, WELL, BRO) are shown at their after-hours prices; morning reporters at Monday's close. Cadence, Rambus, Amkor and Nucor reported after the bell, so their session moves came ahead of results.
The blowout: Celestica
Celestica delivered the quarter of the night: revenue of $5.83 billion, up 83% from a year ago, and adjusted EPS of $3.30. The company raised its full-year 2026 outlook to $21.0 billion in revenue and $11.55 in adjusted EPS — and then dropped the real headline, an initial 2027 outlook of $40.0 billion in revenue and $21.50 in EPS. That is a near-doubling of the business, again, driven by hyperscaler demand for its networking and server hardware. Shares jumped 11.75% in after-hours trading to around $290. The one blemish: free-cash-flow guidance was cut to $460 million, a reminder that growth this fast eats working capital. Management hosts its investor day Tuesday at 8 a.m. ET. Our full breakdown is here: Celestica just guided 2027 revenue to $40 billion.
The breakdown: Whirlpool
At the other end of the tape, Whirlpool posted an adjusted loss of $0.21 per share against expectations for a $1.01 profit, on revenue of $3.68 billion, down 8.8%. The company cut its full-year outlook to an adjusted loss of roughly $1.30 per share — its first guided full-year loss in recent memory — as tariff costs, a frozen housing market and promotional pricing squeezed North American margins from three sides. The stock fell 13.6% to $24.29, a new 52-week low. Our deep dive: Whirlpool just guided to a full-year loss.
Before the bell: Verizon's quality beat that nobody bought
$$VZ ( ▼ 1.71% ) beat on profit — adjusted EPS of $1.31 versus the $1.28 consensus, up 8.3% year over year — and missed slightly on revenue at $34.31 billion. The operating metrics were solid: 406,000 postpaid phone net adds, 314,000 broadband adds, churn of 0.94%. Management raised full-year guidance on both adjusted EPS growth (now 7–7.5%) and free cash flow (now up roughly 12%). The market's answer: down 3.49% on the day. When a raised guide gets sold, positioning was ahead of the story.
After the close: chips up, REITs mixed, steel squeezed
$$CDNS ( ▲ 0.45% ) was the cleanest print of the evening group: adjusted EPS of $2.11 versus $2.05 expected, revenue of $1.63 billion up 22%, a record $8.2 billion backlog, and a full-year raise to $8.37–$8.43 in EPS on roughly 21% revenue growth. Cadence also launched its "Maestro AI" design platform — the chip-design software names remain direct beneficiaries of the AI capex cycle.
Rambus printed a record quarter — revenue of $218.3 million (up 22%) and EPS of $0.84, both ahead of estimates, with record operating cash flow — after rising 5.5% during the session. Amkor missed on both lines ($0.76 EPS, $1.99 billion revenue) yet closed up 4.3% anyway, as advanced-packaging margins impressed. $$NUE ( ▲ 0.37% ) told the tariff story from the supply side: revenue of $11.25 billion blew past estimates, up 32%, but adjusted EPS of $4.84 missed consensus near $5.80 as margins compressed — the stock closed flat.
In the REIT and insurance group: Welltower edged past FFO estimates at $1.67 and raised guidance, but slipped 1.3% after hours. Brown & Brown beat on EPS ($1.07) and missed on revenue, easing 1.5%. Hartford's headline EPS of $4.82 was inflated by a $497 million one-time gain — core EPS actually fell 3% on catastrophe losses — though the board raised the dividend 12%. Alexandria Real Estate took a $638 million impairment on assets held for sale, swinging to a $3.74-per-share net loss. Public Storage posted core FFO of $4.34 and raised its full-year outlook, with the CEO calling the quarter "better than expected."
What we're watching
Tuesday is the week's heaviest day. Roughly 114 companies report. Before the open: Coca-Cola, UPS, Boeing, S&P Global, HCA, Sherwin-Williams, Royal Caribbean — plus two we previewed in depth: PayPal at ten times earnings and SoFi with a 10% move priced in.
Tuesday after the close: Visa, NXP Semiconductors, Waste Management, Seagate, Robinhood, Teradyne and Enphase. NXP is the first read on autos-and-industrial chip demand this cycle.
Celestica's investor day runs Tuesday at 8 a.m. ET. After an 11.75% after-hours move on a $40 billion outlook, the detail behind that number is the single most important document of the morning.
Later this week: Microsoft reports, and the Federal Reserve delivers a rate decision. A friendly Fed plus clean mega-cap prints is the bull case for a strong close to October; the SOX is still down 12.2% this month even after Monday's bounce.
Sources and disclosures
Company third-quarter releases and earnings calls dated October 26, 2026 (Celestica, Whirlpool, Verizon, Cadence Design, Rambus, Amkor, Nucor, Welltower, Brown & Brown, The Hartford, Alexandria Real Estate, Public Storage); StockTitan earnings calendar for the week of October 26, 2026; index and share-price data as of the October 26, 2026 close and after-hours session.
Disclosures. Haverhill Financial Research is a publisher of general financial commentary. This article is not personalized investment advice and does not consider any reader's financial situation; readers should do their own research. Nothing here is a recommendation to buy or sell any security. The author of this post does not hold positions in the companies named. Data as of October 26, 2026.
