Guidance tracker: who raised or cut their outlook
For each company we track that has reported since Sep 15, 2026, what its earnings release (8-K Exhibit 99.1) says about its outlook, quoted word for word. The label follows the company's own verb (raises, lowers, reaffirms, updates); where a release uses neutral wording, a note gives the figures it states. Updated Oct 14, 2026.
Raised guidance (3)
The release says the company raised or increased its outlook.
- JNJ Johnson & Johnson “Johnson & Johnson reports Q3 2026 results, raises 2026 guidance”“Strong operational performance results in the Company increasing 2026 guidance with estimated reported sales of $101.2 Billion or 7.4% at the midpoint and increasing adjusted EPS* guidance by $0.06 to $11.10 or 2.9% at the midpoint”
- UNH UnitedHealth “…today reported third quarter 2026 results and raised guidance for full year 2026.”
- CTAS CINTAS CORP “Schneider concluded, "As we look forward to what lies ahead for fiscal 2027, we are raising our full fiscal year financial guidance.”
Mixed (1)
Some outlook figures went up and others down.
- PEP PepsiCo “Company updates fiscal 2026 financial guidance” Note: Core constant-currency EPS growth outlook moved to +1% to +2%, from the low end of +4% to +6%; net revenue outlook moved to about +6%, the top of its earlier +4% to +6% range.
Updated (3)
The company changed its outlook without calling it a raise or a cut.
- ABBV AbbVie Inc. Note: Full-year 2026 adjusted diluted EPS guidance range moved to $13.76–$13.96 from $13.87–$14.07, to include $0.11 per share of third-quarter acquired IPR&D and milestones expense.
- CCL Carnival Corp Ltd. “MIAMI (September 29, 2026) - Carnival Corporation (NYSE: CCL) announced financial results for the third quarter 2026 and provided an updated outlook.”
- PAYX PAYCHEX INC “With consideration of these impacts, we have updated our business outlook as follows:”
Reaffirmed (3)
The release says the outlook is reaffirmed or maintained.
- STZ CONSTELLATION BRANDS, INC. “Updates fiscal 2027 reported EPS outlook to $11.85 - $12.55, and reaffirms comparable EPS outlook of $11.20 - $11.90, operating cash flow target of $2.4 - $2.5 billion, and free cash flow target of $1.6 - $1.7 billion”
- DRI DARDEN RESTAURANTS INC “and Reaffirms Fiscal 2027 Outlook”“The Company reaffirmed all aspects of its full year financial outlook for fiscal 2027, culminating in diluted net earnings per share from continuing operations of $11.10 to $11.35.”
- GIS GENERAL MILLS INC “General Mills Reports Fiscal 2027 First-quarter Results and Reaffirms Full-year Outlook”“Company reaffirms full-year fiscal 2027 outlook”
First outlook for a new fiscal year (2)
A new fiscal year started, so there was no earlier full-year figure to compare.
- ACN Accenture plc Note: First outlook for fiscal 2027: revenue growth of 3% to 6% in local currency.
- NKE NIKE, Inc. Note: First outlook for fiscal 2027: revenues expected to decline high-single digits.
Next-quarter guidance only (1)
The release gives guidance for the next quarter, not a full-year outlook.
- MU Micron Note: Guidance for the first quarter of fiscal 2027 only.
No guidance-change wording found (16)
We found no sentence saying the company raised, lowered, reaffirmed or updated an outlook. Some companies give no guidance; others put it only in slides.
- BAC Bank of America
- BLK BlackRock
- FAST FASTENAL CO
- MS Morgan Stanley
- PGR Progressive Corporation
- STT STATE STREET CORP
- DPZ DOMINOS PIZZA INC
- EMR EMERSON ELECTRIC CO
- GS Goldman Sachs
- JPM JPMorgan Chase
- WFC Wells Fargo
- TSLA Tesla
- FDS FACTSET RESEARCH SYSTEMS INC
- JBL JABIL INC
- COST COSTCO WHOLESALE CORP /NEW
- LEN LENNAR CORP /NEW/
Method: we read each company's latest earnings press release filed with the SEC this season and pick out sentences where the company itself says it raised, lowered, reaffirmed or updated its guidance or outlook. Labels are assigned automatically from those verbs and corrected by hand where a release's wording is neutral; quotes are verbatim. This is not a forecast or a recommendation. See the Q3 2026 earnings hub, who reports this week and today in markets.