Tuesday, October 27 was one of the heaviest reporting days of the season. Five hardware and component suppliers put out third-quarter numbers after the close, two more companies set their dates, and a long tail of large caps reported alongside them. Here’s the day in one place.
Teradyne Q3 2026
Ticker: NASDAQ: TER
Reported: Tuesday, October 27, after the close
Revenue rose about 70% to roughly $1.31 billion and net income more than doubled to about $342 million. Semiconductor test drove the quarter on AI accelerator and memory demand, and CEO Greg Smith said all three business groups grew year on year. The shares fell around 6% after hours on guidance.
Seagate Fiscal Q1 2027
Ticker: NASDAQ: STX
Reported: Tuesday, October 27, after the close
Revenue was $4.23 billion, up 61%, with non-GAAP EPS of $7.68 and a record 57.8% non-GAAP gross margin. HAMR-based Mozaic drives did the work, and Microsoft Azure qualified the platform during the quarter. Seagate raised its quarterly dividend to $0.76 and guided to $4.8 billion of revenue and $9.20 of non-GAAP EPS for the December quarter.
Corning Q3 2026
Ticker: NYSE: GLW
Reported: Tuesday, October 27
Core sales rose 19% to $5.08 billion and core EPS rose 36% to $0.91. Optical Communications sales jumped 44% to $2.38 billion, with Enterprise Networks up 84%. Fourth-quarter guidance is $5.2 billion to $5.3 billion in core sales and $0.96 to $1.00 in core EPS.
Rogers Corporation Q3 2026
Ticker: NYSE: ROG
Reported: Tuesday, October 27, after the close
Net sales rose 9.3% to $236.1 million, led by electronics and communications and automotive. Adjusted EPS was $1.39, up from $0.90, and gross margin improved to 34.2%. Fourth-quarter guidance calls for $215 million to $225 million in sales and $0.90 to $1.10 in adjusted EPS, a step down from Q3 but still ahead of last year.
Sensata Technologies Q3 2026
Ticker: NYSE: ST
Reported: Tuesday, October 27, after the close
Revenue was $1.004 billion, up 7.7%. That includes a $24 million termination payment from a customer that cancelled an electric vehicle program. Without it, revenue was $979.6 million and adjusted EPS would have been $0.97 instead of the reported $1.13. All three segments grew, and free cash flow rose 46% to $198 million. Q4 guidance is $942 million to $972 million in revenue and $0.95 to $0.99 in adjusted EPS.
Dates Set
- CoreWeave (NASDAQ: CRWV) reports third-quarter 2026 results on Tuesday, November 10, with a webcast at 5:00 p.m. Eastern.
- Quantum (NASDAQ: QMCO) reports fiscal second-quarter 2027 results on Monday, November 9.
Also Worth Noting
ChipAgents extended its agentic AI platform, IC-Star, from digital chip design into analog. On the digital side it covers specification, architecture, RTL, verification, debugging and power-performance-area work. On the analog side it now covers schematic design, simulation, behavioral modeling, layout and physical verification. The company says it has more than 200 enterprise deployments.
Also Reported on October 27
- F5: fiscal fourth-quarter results, with product revenue up 23%
- SoFi: record net revenue of $1.4 billion, net income of $241 million, full-year guidance raised
- CoStar Group: record revenue of $952 million, net income of $74 million, adjusted EBITDA doubled to $229 million; also agreed to buy Vexcel
- Visa: fiscal fourth-quarter and full-year 2026 results
- Logitech: fiscal second-quarter 2027 results
- Ecolab: adjusted EPS of $2.18, up 5%, with 2026 guidance of $8.10 to $8.20
- Xylem: third-quarter results and strategic actions to accelerate growth
- IQVIA: third-quarter results
- Lincoln Electric: third-quarter results
- Manhattan Associates: third-quarter results
For a closer read of the Teradyne, Seagate and Corning numbers, see Seagate, Teradyne and Corning Beat on AI Demand and Two of Them Still Fell on MarketAnalysis.com.