North American Morning Briefing: Tech Stocks Buoyant Ahead of Fed Rate Decision -2-

Precision Drilling 3Q Adj EBITDA CAD 125.1M; 3Q Revenue CAD 531.7M; FactSet Est. CAD 531.5M; 3Q Net Income CAD 21.3M; 3Q EPS C1.65; 3QRevC531.7M

Trican Well Service 3Q Free Cash Flow CAD 66,000; 3Q Gross Profit CAD 74,500; 3Q EPS CAD 0.23; FactSet Est. CAD 0.20; 3Q Revenue CAD 338.3M; FactSet Est. CAD 344.2M

Expected Major Events for Wednesday 00:01/UK: Oct CBI Growth Indicator and Service Sector Survey

07:00/GER: Nov GfK consumer climate survey

07:45/FRA: Sep Housing starts

09:00/ITA: Aug Industrial turnover

10:00/ITA: Sep PPI

11:00/FRA: 3Q Claimant count and job advertisements collected by France Travail

11:00/US: 10/23 MBA Weekly Mortgage Applications Survey

12:30/US: Sep Advance Economic Indicators Report

13:45/CAN: Bank of Canada interest rate announcement

14:00/US: 3Q U.S. Housing Vacancies

14:00/US: Sep Metropolitan Area Employment and Unemployment

14:30/US: 10/23 EIA Weekly Petroleum Status Report

18:00/US: Federal Reserve interest rate decision

23:50/JPN: Oct Provisional Trade Statistics for 1st 10 days of Month

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Expected Earnings for Wednesday Amerigo Resources Ltd (ARG.T) is expected to report for 3Q.

Amphenol Corp (APH) is expected to report $0.74 for 3Q.

Automatic Data Processing Inc (ADP) is expected to report $2.80 for 1Q.

Avantor Inc (AVTR) is expected to report $0.10 for 3Q.

Blackbaud Inc (BLKB) is expected to report $0.79 for 3Q.

Boston Scientific Corp (BSX) is expected to report $0.52 for 3Q.

CH Robinson Worldwide Inc (CHRW) is expected to report $1.75 for 3Q.

Capitol Federal Financial Inc (CFFN) is expected to report $0.18 for 4Q.

Central Pacific Financial Corp (CPF) is expected to report $0.85 for 3Q.

Dana Inc (DAN) is expected to report $0.66 for 3Q.

Evercore Inc - Class A (EVR) is expected to report $2.24 for 3Q.

Extreme Networks Inc (EXTR) is expected to report $0.10 for 1Q.

Farmers National Banc Corp (FMNB) is expected to report $0.39 for 3Q.

Fortive Corp (FTV) is expected to report $0.44 for 3Q.

Franklin Electric Co Inc (FELE) is expected to report $1.42 for 3Q.

GE HealthCare Technologies Inc (GEHC) is expected to report $1.15 for 3Q.

GE Vernova Inc (GEV) is expected to report for 3Q.

Group 1 Automotive Inc (GPI) is expected to report $9.51 for 3Q.

Hayward Holdings Inc (HAYW) is expected to report $0.12 for 3Q.

Hope Bancorp Inc (HOPE) is expected to report $0.29 for 3Q.

IDEX Corp (IEX) is expected to report $1.88 for 3Q.

John Marshall Bancorp Inc (JMSB) is expected to report $0.50 for 3Q.

Labcorp Holdings Inc (LH) is expected to report for 3Q.

Lennox International Inc (LII) is expected to report $7.33 for 3Q.

Littelfuse Inc (LFUS) is expected to report $4.95 for 3Q.

Masco Corp (MAS) is expected to report $1.02 for 3Q.

Old Dominion Freight Line Inc (ODFL) is expected to report $1.61 for 3Q.

Otis Worldwide Corp (OTIS) is expected to report $0.98 for 3Q.

PROG Holdings Inc (PRG) is expected to report $0.93 for 3Q.

Penske Automotive Group Inc (PAG) is expected to report $3.40 for 3Q.

Phillips 66 (PSX) is expected to report $12.16 for 3Q.

ProPetro Holding Corp (PUMP) is expected to report $-0.02 for 3Q.

Prosperity Bancshares Inc (PB) is expected to report $1.35 for 3Q.

Stepan Co (SCL) is expected to report $0.47 for 3Q.

Stock Yards Bancorp Inc (SYBT) is expected to report $1.33 for 3Q.

TE Connectivity PLC (TEL) is expected to report for 4Q.

Urban Edge Properties (UE) is expected to report for 3Q.

VF Corp (VFC) is expected to report $0.54 for 2Q.

Vertiv Holdings Co (VRT) is expected to report $1.63 for 3Q.

Virginia National Bankshares Corp (VABK) is expected to report for 3Q.

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ANALYST RATINGS ACTIONS Abbott Labs Cut to Hold From Buy by Argus Research

Artiva Biotherapeutics Cut to Hold From Buy by Needham

Artiva Biotherapeutics Cut to Neutral From Outperform by Wedbush

Artiva Biotherapeutics Shares Slide on Demise of AlloNK Program

Badger Meter Raised to Buy From Hold by Argus Research

Bank of Hawaii Cut to Market Perform From Outperform by Keefe, Bruyette & Woods

Broadcom Raised to Buy From Neutral by DA Davidson

Ferguson Enterprises Raised to Buy From Neutral by Citigroup

Gentherm Raised to Buy From Hold by Freedom Broker

HubSpot Cut to Neutral From Buy by UBS

Huntington Bancshares Cut to Peer Perform From Outperform by Wolfe Research

Knife River Raised to Outperform From Peer Perform by Wolfe Research

M&T Bank Cut to Underperform From Peer Perform by Wolfe Research

MACOM Technology Raised to Outperform From Market Perform by Raymond James

Moderna Cut to Market Perform From Outperform by William Blair

OneSpan Cut to Neutral From Buy by Rosenblatt

Surgery Partners Cut to Hold From Buy by StoneX

UWM Holdings Cut to Neutral From Buy by Compass Point

Varonis Systems Cut to Equal-Weight From Overweight by Stephens & Co.

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

October 28, 2026 06:17 ET (10:17 GMT)