Earnings & Investor News · Week of Nov 2, 2026
Guidance raises and deal effects shape Q3: the week in earnings
Third-quarter reports dominated the week, with several companies raising 2026 guidance and acquisitions reshaping year-over-year comparisons.
Raised outlooks were the most common thread in this week's third-quarter reports. Xenia Hotels & Resorts, Hagerty, DuPont and CPI Card Group each lifted full-year 2026 guidance, while Keurig Dr Pepper reaffirmed its outlook and Criteo kept its fiscal year 2026 guidance unchanged despite lower revenue and profit.
Acquisitions and restructuring shaped several sets of numbers. Keurig Dr Pepper's results were its first full quarter including JDE Peet's, and Charter's were the first to include the Cox Transactions, alongside a new operating model targeting $2 billion in cost savings. Impairment and fair value charges weighed on Charter and Canopy Growth, and Hagerty's results reflected its transition to the Markel Fronting Arrangement.
Keurig Dr Pepper Inc.
Keurig Dr Pepper Reports Q3 Results and Reaffirms Guidance for 2026
Keurig Dr Pepper says Q3 net sales rose 70.6% to $7.34 billion, driven largely by the JDE Peet's acquisition, with Adjusted diluted EPS up 22.2% to $0.66, and it reaffirmed 2026 net sales guidance of $25.9-$26.4 billion. The company says it is working toward remaining milestones for its planned separation into two companies, and its guidance now reflects revised expectations for U.S. Coffee.
Charter Communications, Inc.
Charter Announces Third Quarter 2026 Results and Launches New Operating Model
Charter reported an actual Q3 net loss attributable to shareholders of $2.4 billion, primarily driven by a $6.3 billion franchise impairment charge, and announced a new operating model targeting $2 billion in annualized run-rate operating expense savings over 18 months. On a pro forma basis, revenue fell 1.5% to $16.5 billion and Spectrum Internet customers declined by 233,000, while total debt principal stood at $108.6 billion as of September 30, 2026.
Xenia Hotels & Resorts, Inc.
Xenia Hotels & Resorts Reports Third Quarter 2026 Results
Xenia Hotels & Resorts says its Q3 net loss narrowed to $2.7 million from $13.7 million, as Adjusted EBITDAre rose 26.0% to $53.2 million and Same-Property RevPAR increased 12.5% to $184.75. The company raised full-year 2026 guidance to Adjusted EBITDAre of $278 million to $284 million, citing third quarter and October performance above prior expectations.
Hagerty
Hagerty Reports Third Quarter 2026 Results; Increases 2026 Growth Outlook
Hagerty reported Q3 Net Income of $36 million and Adjusted EBITDA of $97 million, up 64%, with Written Premium up 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.
Criteo S.A.
CRITEO REPORTS THIRD QUARTER 2026 RESULTS
Criteo says Q3 revenue fell 11% to $416 million and net income fell 85% to $6 million, with Retail Media Contribution ex-TAC down 23% on a $20 million headwind from scope changes with two clients. The company maintained full-year guidance and expects its transfer of legal domicile from Luxembourg to the United States to be completed on January 1, 2027, subject to shareholder approval.
DuPont
DuPont Reports Third Quarter 2026 Results
DuPont reported Q3 net sales of $1,868 million, up 4%, and adjusted EPS of $2.09, which the company says exceeded its guidance, and it raised full-year adjusted EPS guidance to $7.47 - $7.52. The company also announced its intent to repurchase $250 million of shares in the fourth quarter, after completing a $250 million accelerated share purchase.
CPI Card Group Inc.
CPI Reports Record Third Quarter 2026 Results
CPI Card Group says Q3 revenue rose 15% to $158.4 million and net income increased 117% to $5.0 million, with growth across all three segments. It raised 2026 guidance to low-double-digit revenue growth and Free Cash Flow of $50 million to $55 million, and reported its Net Leverage Ratio fell to 2.6x from 3.6x.
Canopy Growth Corp
Canopy Growth Reports Second Quarter Fiscal Year 2027 Financial Results;
Canopy Growth reported fiscal Q2 2027 net revenue of $81.4M, up 22%, with international cannabis revenue up 141% to $12.3M, mainly from Germany and Poland, while net loss widened to $40.7M on $35.8 million of fair value charges on Canopy USA related assets. The company also reported entering the U.K. medical cannabis market and receiving EU GMP certification for its Smiths Falls facility.
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 Stream Bulletin reporting.