Rivian Q3 Deliveries Surge 58% to 19,248, Reaffirming Guidance
Rivian delivered 19,248 electric vehicles in Q3 2026, up 58% sequentially, as production reached 19,751 units and full-year guidance was reaffirmed.
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Company-focused analysis of public equities, including earnings, strategy, valuation inputs, and catalysts. Each article aims to move beyond the headline by explaining the relevant financial evidence.
Tesla Q3 Deliveries Hit 486,532 to Beat Consensus
Tesla delivered 486,532 vehicles in Q3 2026, beating estimates as deliveries outpaced production by 22,141 units and energy storage reached 13.7 GWh.
Ford Q3 Sales: F-150 Snag Spares Full-Year EBIT Guidance
Ford reported 509,764 U.S. vehicle sales in Q3 2026 and confirmed an F-150 supplier snag is containable within its $10B-$11B full-year adjusted EBIT guidance.
September Jobs Add Just 29,000: Stocks Jump as Yields Slide
U.S. employers added 29,000 jobs in September while unemployment rose to 4.2%, cooling Fed rate hike fears and sparking a rally in stock index futures.
Nike Posts Mixed Q1, Guides FY27 Down, Unveils $2.5B Pace Plan
Nike reported Q1 FY27 revenue of $11.2B and unveiled Pace, an enterprise restructuring plan targeting $2.5B in cumulative cost savings through fiscal 2031.
Accenture Beats Q4 FY26 Revenue Guide at $18.7B, Hikes Dividend 5%
Accenture beat Q4 FY26 guidance with $18.7B in revenue, posted $22.2B in bookings, hiked its dividend 5%, and expanded share buybacks by $6B.
Carnival Q3 2026 Profit Hits Record $1.9B on Strong Booking Curve
Carnival Corporation posted record Q3 2026 net income of $1.9B, achieved investment-grade credit status, and raised full-year operational guidance.
Micron Reports Record Q4 Revenue of $54.2B, Guides $61.5B
Micron Technology posted record Q4 revenue of $54.23B and full-year net income of $84.97B, driven by AI data center memory demand, guiding Q1 FY27 to $61.5B.
Alaska Air Lays Out $1B Profit Plan and Global Expansion
Alaska Air Group mapped out its multi-year roadmap to deliver $1 billion in incremental profit by 2027 and expand intercontinental routes from Seattle.
Boeing Wins $20B+ Navy F/A-XX Sixth-Generation Fighter Contract
The U.S. Navy selected Boeing for the F/A-XX contract, cementing its prime contractor role across both U.S. sixth-generation combat aircraft programs.