EARNINGS & CATALYSTS · October 27, 2026
October 27, 2026 earnings: payments, storage and cash flow tests after close
Visa, Seagate, Robinhood and NXP report after close on October 27. Watch payment activity, storage demand and the cash behind growth, alongside results from WM, ONEOK, Baker Hughes and Teradyne.
| Company | Report date | Window | EPS estimate | Revenue estimate |
|---|---|---|---|---|
| Visa Inc. (V) | October 27, 2026Expected · subject to change | After close | 3.44 | 12.09B |
| Seagate Technology Holdings plc (STX) | October 27, 2026Expected · subject to change | After close | 7.45 | 4.15B |
| Waste Management, Inc. (WM) | October 27, 2026Expected · subject to change | After close | 2.18 | 6.81B |
| Robinhood Markets, Inc. (HOOD) | October 27, 2026Expected · subject to change | After close | 0.56 | 1.44B |
| NXP Semiconductors N.V. (NXPI) | October 27, 2026Expected · subject to change | After close | 4.12 | 3.76B |
| ONEOK, Inc. (OKE) | October 27, 2026Expected · subject to change | After close | 1.46 | 10.54B |
| Baker Hughes Company (BKR) | October 27, 2026Expected · subject to change | After close | 0.61 | 7.75B |
| Teradyne, Inc. (TER) | October 27, 2026Expected · subject to change | After close | 2.09 | 1.27B |
1) The reporting lineup and expectations
Companies have announced releases after close on October 27, 2026. Revenue estimates below were available in the earnings calendar before open on October 27; they are forecasts and may change. Company | Reporting period | Revenue estimate --- | --- | ---: Visa Inc. (V) | Fiscal fourth quarter 2026 | $12.09 billion Seagate Technology Holdings plc (STX) | Fiscal first quarter 2027 | $4.15 billion Waste Management, Inc. (WM) | Third quarter 2026 | $6.81 billion Robinhood Markets, Inc. (HOOD) | Third quarter 2026 | $1.44 billion NXP Semiconductors N.V. (NXPI) | Third quarter 2026 | $3.76 billion ONEOK, Inc. (OKE) | Third quarter 2026 | $10.54 billion Baker Hughes Company (BKR) | Third quarter 2026 | $7.75 billion Teradyne, Inc. (TER) | Third quarter 2026 | $1.27 billion
2) Visa: payment growth and new revenue streams
Visa’s fiscal fourth-quarter and full-year report is confirmed for after close on October 27. The payments network earns fees as money moves through its systems. Watch payment volumes, cross-border spending and the revenue outlook for its new fiscal year. On October 15, Visa announced an initial commercial rollout of stablecoin-enabled funding through Inyo Global. Stablecoins are digital tokens designed to track a currency’s value. The rollout gives eligible businesses another way to fund international payments. Adoption and revenue contribution are the next tests; deployment alone does not establish a large earnings benefit.
3) Seagate: storage demand must support margins
Seagate’s fiscal first-quarter 2027 report is confirmed for after close on October 27. Its high-capacity hard drives serve cloud and enterprise customers. Watch whether demand supports pricing, manufacturing efficiency and cash generation, alongside the next-quarter forecast. Memory and storage supplier Micron reported record fiscal fourth-quarter results on September 30 and cited AI demand. That provides supportive industry context, although memory chips and hard drives have different economics. Seagate still needs to show its own customer demand and margins can sustain growth.
4) Robinhood: turn trading activity into revenue
Robinhood’s third-quarter release is confirmed for after close on October 27. Its September 28 update covered September 1–24, including about $267 billion in equity trading, 234 million options contracts and 4.4 billion event contracts. Those were preliminary figures for part of the month. Full September data are due with the earnings release. Watch revenue earned from that activity, customer deposits and operating costs. More trading does not translate dollar for dollar into company revenue, and activity can reverse when markets become quieter.
5) NXP: a new design win meets the demand outlook
NXP’s third-quarter release is confirmed for after close on October 27. On October 26, it announced a strategic partnership to supply microcontrollers, chips that control vehicle functions, for Volkswagen’s future vehicle architecture. The first vehicle using that architecture is planned for 2027. This is a future growth opportunity. Watch the current automotive and industrial outlook, customer inventory and the timing of revenue from new designs. Relevant peer Texas Instruments reported on October 21 that third-quarter revenue rose 28%, with growth across industrial, automotive and data-center markets. That recovery provides context for NXP’s own forecast.
6) Teradyne: orders will shape the next quarter
Teradyne has confirmed its third-quarter release for after close on October 27, with its earnings call on October 28. It sells equipment that tests chips and electronics, as well as robotics systems. Watch demand for chip testing, delivery schedules and the outlook for profitability. Texas Instruments’ October 21 results showed broader chip-market growth, but a chip supplier’s sales are not the same as orders for test equipment. The key question for Teradyne is whether customers’ manufacturing plans support sustained equipment purchases. Large orders can shift between quarters.
7) WM: pricing must cover operating costs
WM has confirmed third-quarter results after close on October 27 and its earnings call on October 28. The waste-services company’s key tests are pricing, collection and disposal volumes, labor and fuel costs, and cash left after investment spending. Waste Connections reported third-quarter results on October 21, raised its full-year outlook and recorded an adjusted EBITDA margin of 34%, a profit measure before interest, taxes, depreciation and amortization. It cited improving landfill activity while absorbing a late-quarter diesel-price increase. That makes WM’s own balance of pricing and costs especially useful to compare.
8) ONEOK: focus on cash from the network
ONEOK has confirmed third-quarter results after close on October 27 and its earnings call on October 28. Its energy transport and processing network makes the volume of products moving through its assets a key operating measure. Watch operating cash flow, project spending and debt alongside revenue. The investor question is whether additional activity produces enough cash to fund expansion and shareholder payments. Construction delays, higher borrowing costs or weaker volumes can reduce that cash even when reported revenue grows.
9) Baker Hughes: separate a framework from firm orders
Baker Hughes has confirmed third-quarter results after close on October 27, followed by its earnings call on October 28. On October 15, it announced a power-equipment framework with Venture Global and GE Vernova covering up to 16 units, with contemplated deliveries from 2028 through 2034. Venture Global expects the first purchase order by the end of 2026. Watch actual orders, profit margins and cash conversion. The framework is an opportunity, rather than revenue already earned. Energy-services peer SLB reported third-quarter revenue of $9.45 billion on October 23, up 5% from the previous quarter, but regional and product differences matter when comparing the two companies.
10) What matters after the releases
Start with revenue, profit per share and cash flow, then compare management’s new forecast with its previous one. Pay attention to costs, customer demand and the spending required to deliver growth. The companies’ calls may add detail after the headline numbers: Visa, Seagate, Robinhood and NXP plan calls after close on October 27; WM, ONEOK, Baker Hughes and Teradyne plan calls on October 28. Earnings reactions can be volatile, and a forecast remains uncertain.