
3M FY2026 Q3 Earnings: $2.63 EPS (+70%) on a $281M Solventum Gain — While Operating Cash Fell 72%
3M earned $2.63/share in Q3 2026 (+70%) on a $281M Solventum gain, while operating cash fell 72% to $486M on $1B of settlement payments.
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3M earned $2.63/share in Q3 2026 (+70%) on a $281M Solventum gain, while operating cash fell 72% to $486M on $1B of settlement payments.

AT&T Q3 2026: $32.3B revenue (+5.3%, a beat) but $891M net income (-90%) as a $2.6B Mexico write-down laps the $5.5B DIRECTV gain.

BofA Q3 2026: $0.91 EPS fell 17% on a $1.2B AML settlement, but NII grew 8% and ex-charge EPS of $1.08 rose 4%.

Citigroup Q3 2026: $2.85 EPS beat $2.66 on record Q3 revenue of $23.85B, but shares fell 5% on a $369M reserve build.

Equifax earned $1.79 EPS (+39%) on $1.69B Q3 revenue (+10%), then cut FY revenue guidance $84M on mortgage weakness while holding EPS at $8.50 via AI savings.

GE Aerospace booked $19B in Q3 orders (+49%) while free cash flow fell 14% — the $212B backlog vs. the cash conversion question.

GM earned $3.3B in Q3 2026 (+151%) on $50B of revenue — then guided a Q4 worth barely half that, and the stock fell 6% despite a $20B buyback.

Northrop Grumman earned $7.89 EPS (+3%) on $11.12B sales — a 10% beat — as backlog hit a record $109.6B and guidance rose.

RTX earned $2.26 adjusted EPS (+33%) on a record $340B backlog — but $0.25 came from a one-time tariff refund while cash flow fell 47%.

Travelers Q3 2026: $9.18 core EPS (+13%) on an 86.8% combined ratio and record $1.1B investment income, with $1.8B returned.

United's Q3 2026 revenue hit a record $17.9B, up 17.4%, but adjusted EPS fell 8.6% to $2.54 as fuel jumped 62% to $4.8B.

Wells Fargo Q3 2026: $1.87 EPS rose 13% on 5% NII growth and buybacks, while revenue missed and mortgage banking fell 39%.