MATERIAL EVENT TRACKER
Guidance & Outlook: Recent Company Events and Source Evidence
Monitor guidance & outlook across companies using primary filings and management commentary rather than headline-only summaries.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Update August 21, 2026 02:05 AM GMT Morgan Stanley India Company Private Limited+ Niva Bupa Health Insurance | Asia Pacific Subramanian Iyer Equity Analyst Model Update Post F1Q27 Results …
Management Outlook: Overseas Guided Up; China Trimmed2026-08-21 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 21, 2026 01:56 AM GMT J&T Global Express Ltd | Asia Pacific Morgan Stanley Asia Limited+ Qianlei Fan, CFA Equity Analyst Management Outlook: Overseas Guided Up; China Trimmed …
Room for guidance upgrade during the year?2026-08-21 · Morgan StanleyQuick Take – DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage2026-08-20 · Bernstein20 August 2026 Chad Dillard U.S. Machinery Deere & Co Miguel Marques, CFA Rating Market-Perform Specialist Sales Price Target Steve Song DE 580.00 USD Quick Take — DE 3Q26: beat & raise on better performance & tariff refunds; EOP commentary to take the stage …
Quick Take: Walmart 2Q27 - WMT US comp weak as expected; buy on weakness?2026-08-20 · Bernstein20 August 2026 Zhihan Ma, CFA US Retailing Broadlines & Hardlines Walmart Inc Jeremy Miles, CFA Rating Outperform Price Target WMT 142.00 USD Quick Take: Walmart 2Q27 - WMT US comp weak as expected; buy on weakness? …
Quick Take: Dino H1-26 - Deflation impact as bad as expected2026-08-20 · Bernstein20 August 2026 Richard Trainor European Food Retail Dino Polska SA William Woods Rating Underperform Alice Buckley Price Target DNP.PW 25.00 PLN Rhea Gudiwala Quick Take: Dino H1-26 - Deflation impact as bad as expected …
Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now2026-08-20 · Bernstein20 August 2026 Annick Maas European Media CTS Eventim Christophe Cherblanc Rating Outperform Price Target EVD.GR 94.00 EUR Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now …
First take FY26 results – outlook remains challenging2026-08-20 · Morgan StanleyStrong trading update and FY27 margin guide2026-08-20 · Morgan StanleySoftware & Services Mid-Year Outlook | Europe: A Pause in the Downtrend, or a New Beginning?2026-08-20 · Morgan StanleyFisher & Paykel Healthcare Corporation Ltd (FPH.NZ): 1H27 trading update lifts FY27 guide2026-08-20 · CitiImpriving Tariff Outlook & Ending of Capex Cycle to Boost Profits & Cash Generation; Upgrade to OW2026-08-20 · Morgan StanleyWeibo (WB.O): Higher Spend in Challenging Outlook Hurt Profitability; D/G to Neutral2026-08-20 · CitiAtour Lifestyle Holdings Ltd (ATAT.O): Solid 2026 Results; Lifting Full-Year Rev Guidance2026-08-20 · CitiQualitas Ltd (QAL.AX): FY26 Results: In-line earnings, FY27 guidance appears conservative2026-08-20 · CitiStock Incentive Plan Implies Good Confidence in Rapid Growth Outlook2026-08-20 · Morgan StanleyStella International (1836.HK): Margin-led Miss; FY26 NP Guided Down2026-08-20 · CitiPrimary-source evidence
TSMC's board approved Q2 2026 results with revenue of NT$1,270.38 billion and net income of NT$706.56 billion, EPS NT$27.25. Declared NT$7.0 per share cash dividend, ex-date Dec 10, 2026.…
8-K2026-08-06 · SEC EDGAR · 8-KAmrize Ltd filed an 8-K on August 6, 2026, announcing Q2 2026 financial results and disclosing prior period misstatements. The company concluded that correcting these misstatements would be material to current and forecasted results, so it provided revised fin…
DIAGEO PRELIMINARY RESULTS 20262026-08-06 · SEC EDGAR · 6-KDiageo reported FY2026 results with organic net sales down 2% and reported net sales down 3% to $19.6 billion. Organic operating profit rose 2%, but reported operating profit fell 27.2% due to restructuring and impairments.…
DIAGEO CAPITAL MARKETS DAY AND OUTLOOK2026-08-06 · SEC EDGAR · 6-KDiageo hosted a Capital Markets Day on August 6, 2026, announcing expected savings of c.$1 billion over three years from operating framework and supply chain initiatives. Restructuring costs total c.$1.2 billion.…
10-Q2026-08-06 · SEC EDGAR · 10-QConocoPhillips reported Q2 2026 net income of $3.93 billion, EPS $3.23, nearly doubling YoY. Operating cash flow was $7.4 billion, with $3.0 billion returned to shareholders.…
8-K2026-08-05 · SEC EDGAR · 8-KChipotle filed an 8-K on August 4, 2026, disclosing cooperation with public health authorities investigating a salmonella outbreak affecting food service retailers in Minnesota and other states.…
10-Q2026-08-05 · SEC EDGAR · 10-QCaterpillar reported Q2 2026 sales and revenues of $20.543 billion, up 24% YoY, with EPS of $7.77 (adjusted $8.17). The company raised its full-year 2026 sales growth outlook to mid-to-high teens.…
Questions this evidence can help answer
- Which companies recently disclosed guidance & outlook?
- What changed versus the prior company communication?
- Which events have corroborating management commentary?