US companies reporting quarterly results on Tuesday, October 27, delivered a mixed picture of corporate profitability. SoFi and Corning generated strong earnings growth, Coca-Cola benefited from higher beverage volumes, and Boeing sharply reduced its losses. Elsewhere, rising revenue did not always translate into higher net income, with PayPal, UPS and Sherwin-Williams illustrating that distinction.
In Simple Words
Revenue measures how much business a company generates, while net income shows the profit remaining after expenses and taxes. EPS is earnings per share, so it can move differently from total profit when the share count changes. Revenue and net income below are in USD millions and EPS is in USD per share.
1. SoFi Technologies: Revenue Growth Converts Into Faster Profit Expansion
SoFi increased quarterly net revenue by 44%, while net income grew almost 73%.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net revenue | $1,385.1 | $961.6 | +44.0% |
| Net income | $241.0 | $139.4 | +72.9% |
| Diluted EPS | $0.18 | $0.11 | +63.6% |
Lending revenue reached $821.3 million, compared with $493.4 million, while Financial Services revenue increased 25% to approximately $525.1 million. Membership expanded 35% to 17.1 million.
Also Read: S&P 500 Today, October 27, 2026: Technology Leads Gains Ahead of Fed Decision
2. Coca-Cola: Higher Volumes Support Revenue and Earnings
Coca-Cola delivered higher sales and shareholder-attributable profit as global beverage volumes increased.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net revenue | $13,380 | $12,455 | +7.4% |
| Net income (shareowners) | $4,009 | $3,696 | +8.5% |
| Diluted EPS | $0.93 | $0.86 | +8.1% |
Global unit-case volume increased 5%, while organic revenue grew 7%. Reported operating margin expanded to 33.4% from 32.0%. Comparable EPS, which excludes specified items, increased to $0.91 from $0.82.
3. Boeing: Losses Narrow Sharply, but Commercial Aircraft Remain Unprofitable
Boeing reduced its consolidated quarterly loss substantially while revenue increased approximately 4%.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Revenue | $24,188 | $23,270 | +3.9% |
| Consolidated net loss | −$116 | −$5,339 | Loss narrowed 97.8% |
| Diluted loss per share | −$0.26 | −$7.14 | Loss narrowed 96.4% |
Commercial Airplanes recorded a $697 million operating loss, while Defense, Space & Security generated $492 million in operating earnings and Global Services produced $1.019 billion. Operating cash flow reached $1.496 billion.
4. UPS: Revenue Rises Across Segments, but Net Income Declines
UPS increased sales, although reported earnings remained below the year-earlier quarter.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Revenue | $22,853 | $21,415 | +6.7% |
| Net income | $1,163 | $1,311 | −11.3% |
| Diluted EPS | $1.37 | $1.55 | −11.6% |
Revenue increased across domestic delivery, international delivery and Supply Chain Solutions. Reported results included $279 million in net after-tax charges, including transformation costs and impairment charges, partly offset by an asset-sale gain. Adjusted diluted EPS was $1.69, compared with $1.74.
5. PayPal: Adjusted EPS Improves Despite Lower Reported Profit
PayPal’s modest revenue increase accompanied a decline in GAAP net income.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net revenue | $8,584 | $8,417 | +2.0% |
| Net income | $1,073 | $1,248 | −14.0% |
| Diluted EPS | $1.25 | $1.30 | −3.8% |
Total payment volume increased 6% to $487.1 billion, while GAAP operating margin declined to 16.3% from 18.1%. Adjusted EPS rose to $1.45 from $1.34.
Also Read: Top 10 Earnings Today in India, October 27, 2026: L&T, Maruti Suzuki, Bajaj Auto and More
6. Corning: Optical Communications Drives Strong Earnings Growth
Corning’s profit growth substantially exceeded its revenue increase.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net sales | $4,855 | $4,100 | +18.4% |
| Net income (Corning) | $680 | $430 | +58.1% |
| Diluted EPS | $0.78 | $0.50 | +56.0% |
Optical Communications sales increased 44% to $2.379 billion. Core operating margin, a non-GAAP measure, expanded to 22.7%, while reported operating margin was 18.8%. Core EPS reached $0.91, compared with $0.67.
7. Hilton: Higher Room Revenue and Fees Lift Profitability
Hilton’s shareholder-attributable earnings increased faster than total revenue.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Total revenue | $3,325 | $3,120 | +6.6% |
| Net income (stockholders) | $536 | $420 | +27.6% |
| Diluted EPS | $2.37 | $1.78 | +33.1% |
Comparable, currency-neutral revenue per available room increased 5.8%, supported by higher occupancy and average daily rates. Management and franchise fee revenue increased 9.5%. Adjusted EBITDA rose to $1.058 billion from $976 million.
Also Read: US Stocks to Watch Today, October 27, 2026: Boeing, Coca-Cola, UPS, Celestica and Visa in Focus
8. Royal Caribbean: Revenue and Profit Advance Despite Higher Fuel Expense
Royal Caribbean delivered higher quarterly earnings as revenue expanded almost 9%.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Revenue | $5,591 | $5,139 | +8.8% |
| Net income (Royal Caribbean) | $1,728 | $1,575 | +9.7% |
| Diluted EPS | $6.45 | $5.74 | +12.4% |
Operating income increased to $1.871 billion from $1.702 billion, despite fuel expense rising to $347 million from $297 million. Adjusted EPS reached $6.57, compared with $5.75. The diluted share count declined to 268 million from 274 million, helping per-share earnings grow faster than profit.
9. Hubbell: Strong Sales Growth Meets Higher Financing Costs
Hubbell’s revenue expanded nearly 25%, but attributable net income increased only modestly.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net sales | $1,872.5 | $1,502.4 | +24.6% |
| Net income (Hubbell) | $262.5 | $255.5 | +2.7% |
| Diluted EPS | $4.94 | $4.77 | +3.6% |
Electrical Solutions sales increased 51%, supported by organic growth and acquisitions. Consolidated operating income rose to $408.7 million from $330.6 million, but net interest expense increased to $58 million from $13.6 million.
Also Read: Top Earnings Today, October 27, 2026: Cipla Profit Falls as Several Companies Post Q2 Growth
10. Sherwin-Williams: Higher Sales Fail to Lift Total Net Income
Sherwin-Williams increased revenue and EPS, while quarterly net income declined slightly.
| Metric | Q3 2026 | Q3 2025 | YoY |
|---|---|---|---|
| Net sales | $6,860.0 | $6,358.2 | +7.9% |
| Net income | $821.0 | $833.1 | −1.5% |
| Diluted EPS | $3.38 | $3.35 | +0.9% |
Gross margin declined to 47.8% from 49.2%, while interest expense increased to $139.3 million from $117.2 million. The diluted share count fell to 242.8 million from 249.0 million, explaining how EPS increased despite lower total profit. Adjusted diluted EPS rose to $3.63 from $3.59.
Disclaimer: This article is published by OneTrader for informational and educational purposes only. It does not constitute financial advice, investment recommendations or an invitation to buy, sell or hold securities. Financial information may be revised after publication. OneTrader is not registered with SEBI as an investment adviser or research analyst.
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