Week of Oct 26–30, 2026
Earnings Week Oct 26–30: Verizon, Welltower, Cincinnati
Cincinnati Financial delivered the biggest surprise of the week, beating EPS estimates by 43.72%, while Verizon and Welltower added to a strong lineup of 13 beaters out of 20 reporters.
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The Week At A Glance
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Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
 Coca Cola Femsa S.A.B. de C.V. | KOF | TBD | $1.89 | $1.72 | ✗ Miss | -3.8% | |
 Verizon Communications Inc. | VZ | TBD | $1.27 | $1.31 | ✓ Beat | — | |
 Welltower Inc. | WELL | TBD | $1.64 | $1.67 | ✓ Beat | -4.5% | |
 Cadence Design Systems, Inc. | CDNS | TBD | $1.61 | $1.59 | ✗ Miss | +8.4% | |
 Nucor Corporation | NUE | TBD | $5.71 | $5.80 | ✓ Beat | +4.9% | |
 Public Storage | PSA | TBD | $4.27 | $4.34 | ✓ Beat | +0.8% | |
 The Hartford Insurance Group, Inc. | HIG | TBD | $3.15 | $3.50 | ✓ Beat | -2.4% | |
 Celestica, Inc. | CLS | TBD | $2.89 | $3.16 | ✓ Beat | +6.4% | |
 Cincinnati Financial Corporation | CINF | TBD | $1.99 | $2.86 | ✓ Beat | +2.9% | |
 Principal Financial Group Inc | PFG | TBD | $2.46 | $2.22 | ✗ Miss | +3.1% | |
 Brown & Brown, Inc. | BRO | TBD | $1.08 | $1.07 | ✗ Miss | -7.4% | |
 Cemex S.A.B. de C.V. | CX | TBD | $0.25 | $0.28 | ✓ Beat | +3.4% | |
 Sun Communities, Inc. | SUI | TBD | $2.30 | $2.35 | ✓ Beat | -4.4% | |
 Amkor Technology, Inc. | AMKR | TBD | $0.79 | $0.76 | ✗ Miss | +1.6% | |
 Gerdau S.A. | GGB | TBD | $0.18 | $0.15 | ✗ Miss | -8.8% | |
 Rambus, Inc. | RMBS | TBD | $0.65 | $0.70 | ✓ Beat | +3.8% | |
 Brixmor Property Group Inc. | BRX | TBD | $0.59 | $0.60 | ✓ Beat | +2.1% | |
 Simpson Manufacturing Company, Inc. | SSD | TBD | $2.47 | $2.68 | ✓ Beat | +4.0% | |
 Noble Corporation plc | NE | TBD | $0.20 | ($0.57) | ✗ Miss | -5.2% | |
 Alexandria Real Estate Equities, Inc. | ARE | TBD | $1.52 | $1.54 | ✓ Beat | -5.0% |
The October 26‑30 earnings window produced a striking 13‑to‑7 beat‑miss split, highlighted by Cincinnati Financial’s staggering 43.72% EPS surprise and solid performances from Verizon and Welltower.
Companies to Watch
Cincinnati Financial (CINF)
With a 43.72% surprise, CINF posted EPS of $2.86 versus $1.99 estimate, underscoring strong underwriting and investment gains. The beat propelled the stock higher, making it the week’s headline performer.
Verizon Communications (VZ)
Verizon delivered a modest beat, reporting $1.31 EPS against $1.27 expectations. The telecom giant’s steady performance helped offset broader market softness and kept its dividend‑yield narrative intact.
Welltower (WELL)
WELL’s $1.67 EPS beat the $1.64 estimate, reflecting continued demand for senior housing and outpatient facilities. Investors praised the company’s occupancy gains and strategic acquisitions.
Celestica (CLS)
CLS posted a 9.34% upside, reporting $3.16 EPS versus $2.89 estimate, driven by robust contract manufacturing demand from the automotive and AI sectors.
Key Themes
- Insurance and real estate firms dominated the beat list, with Hartford, Public Storage, and Alexandria all exceeding expectations.
- Energy and materials lagged, highlighted by Noble’s deep miss and Gerdau’s negative surprise.
- Technology‑heavy names showed mixed results; Cadence missed while Rambus beat, indicating sector divergence.
- Overall beat rate stood at 65% (13 of 20), signaling a generally upbeat earnings environment entering Q4.
What to Watch Next Week
Investors should keep an eye on Apple (AAPL) after‑hours earnings, Berkshire Hathaway’s dual‑class reports, AMD’s after‑hours release, Palantir’s after‑hours data, and Toyota’s upcoming results.
Frequently Asked Questions
Did Verizon beat Q2 2026 earnings?
Yes. Verizon reported EPS of $1.31 versus the $1.27 estimate, delivering a 3.15% beat for the quarter.
Did Welltower miss Q2 2026 earnings?
No. Welltower posted EPS of $1.67, beating the $1.64 estimate by 1.83%.
Did Cincinnati Financial beat Q2 2026 earnings?
Yes. Cincinnati Financial reported EPS of $2.86 against an estimate of $1.99, a 43.72% surprise.
Did Nucor beat Q2 2026 earnings?
Yes. Nucor posted EPS of $5.80, slightly above the $5.71 estimate, a 1.58% beat.
Did Public Storage beat Q2 2026 earnings?
Yes. Public Storage reported EPS of $4.34 versus the $4.27 estimate, a 1.64% beat.
Did The Hartford miss Q2 2026 earnings?
No. The Hartford delivered EPS of $3.50 compared with the $3.15 estimate, an 11.11% beat.
Did Celestica beat Q2 2026 earnings?
Yes. Celestica reported EPS of $3.16 versus the $2.89 estimate, a 9.34% surprise.
Did Noble Corporation miss Q2 2026 earnings?
Yes. Noble posted a loss of ($0.57) per share versus the $0.20 estimate, a -385% miss.
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