
Microsoft Tops Revenue Estimates at $92.3 Billion as Azure Growth Hits 48%
Microsoft said it will give forward-looking guidance on its earnings call, and its commercial remaining performance obligation rose 73% to $677 billion.

Microsoft said it will give forward-looking guidance on its earnings call, and its commercial remaining performance obligation rose 73% to $677 billion.

Fiscal second-quarter guidance calls for revenue of $4.8 billion, plus or minus $100 million, and non-GAAP diluted EPS of $9.20, plus or minus $0.20, against next-quarter consensus of $4.53 billion and $8.54.

Boeing reported a GAAP operating profit of $354 million, against a loss of $4.78 billion a year earlier, and a record $745 billion backlog.

The company raised 2026 revenue, margin and free cash flow guidance and lifted its buyback authorization to $20 billion.

The company raised its full-year 2026 guidance, now forecasting comparable EPS growth of at least 11% and free cash flow of at least $13.0 billion.

Visa declared a quarterly dividend of $0.780 per share, a 16% increase, payable Dec. 1, 2026.

Public Storage raised its full-year 2026 Core FFO per share outlook by $0.10 to a range of $16.90 to $17.10 after closing the NSA and PS Canada acquisitions.

Nucor expects fourth-quarter earnings to be generally in line with or modestly higher than the third quarter.

Cadence also authorized an additional $2.5 billion in share repurchases and reported a record backlog of $8.2 billion.

Verizon raised its full-year 2026 guidance for the third consecutive quarter, lifting Adjusted EPS to $5.04 to $5.06.