US Earnings Today, November 7, 2026: Moderna, Humana, Charter Communications and Energy Companies Report Q3 Results

The latest round of US corporate earnings has revealed sharply different conditions across healthcare, telecommunications, energy and financial services. Friday’s results from Moderna, Humana, Charter Communications and several infrastructure businesses gave investors fresh evidence of how companies are managing costs, protecting margins and responding to changes in customer demand.

Healthcare was particularly interesting. Moderna reported a return to quarterly profitability, while Humana’s results reflected the financial pressures facing health insurers. Charter Communications delivered a substantial earnings surprise, bringing renewed attention to the economics of broadband and subscription services.

Energy infrastructure and power generation companies also remained in focus. Their results offered a different perspective on the earnings season, with cash flow, debt levels and capital investment becoming as important as reported profit.

With US markets closed for the weekend, attention is now shifting toward Monday, November 9, when another group of companies is scheduled to release quarterly financial results.

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Moderna Reports Revenue Growth and Returns to Quarterly Profitability

Moderna delivered one of Friday’s most notable healthcare earnings reports, with third-quarter revenue increasing 29% to approximately $1.3 billion from $1.0 billion a year earlier.

The improvement was driven primarily by stronger international COVID-19 vaccine sales, including deliveries under longer-term government supply arrangements. International revenue reached $533 million, while US revenue totalled $780 million.

Financial metric	Q3 2026
Total revenue	$1.3 billion
Revenue growth	29%
US revenue	$780 million
International revenue	$533 million
Reported EPS	$0.38
Consensus EPS estimate	-$1.28

The positive earnings figure was significant because Moderna has been working to reduce expenses while developing products beyond its original COVID-19 vaccine business.

However, the company’s future performance cannot be judged solely on one profitable quarter. Vaccine demand remains seasonal, and revenue can fluctuate depending on government purchasing arrangements and delivery schedules.

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Moderna’s longer-term prospects increasingly depend on its broader respiratory vaccine portfolio and cancer treatment research. The company highlighted positive Phase III clinical data for its investigational cancer therapy intismeran and regulatory progress involving its influenza vaccine portfolio.

The quarter demonstrated that Moderna can generate meaningful revenue and earnings when vaccine deliveries are strong. The more difficult challenge will be establishing a consistent earnings base across the full financial year.

Humana’s Earnings Highlight Pressure on Health Insurance Profitability

Humana’s third-quarter results brought attention to the continuing cost pressures affecting US health insurance companies.

The company reported a quarterly loss of approximately $0.70 per share, compared with market expectations for a loss of roughly $1.01 per share.

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Financial metric	Q3 2026
Reported EPS	-$0.70
Consensus EPS estimate	-$1.01
Difference versus estimate	$0.31 better

Although the loss was smaller than anticipated, the results underline the challenges facing insurers that depend heavily on government-supported healthcare programmes.

Higher medical utilisation, reimbursement conditions and administrative expenses can quickly reduce profitability. A company may report growing premium revenue while still experiencing pressure on earnings if medical claims rise faster than expected.

For Humana, the important question is whether medical costs can stabilise sufficiently to support a sustained improvement in margins. Its earnings performance will remain closely connected to Medicare Advantage membership trends, benefit pricing and the cost of providing healthcare services.

Charter Communications Delivers a Major Earnings Surprise

Charter Communications was another prominent company reporting on Friday. The broadband and cable operator delivered earnings of approximately $21.70 per share, substantially exceeding the market estimate of $9.24.

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Financial metric	Q3 2026
Reported EPS	$21.70
Consensus EPS estimate	$9.24
EPS surprise	Approximately 135% above estimate

The unusually large difference between reported earnings and expectations deserves careful interpretation. Earnings per share can be affected by tax items, accounting adjustments, investment transactions and changes in the number of outstanding shares.

For Charter, the wider business picture remains important. Broadband operators face competition from fibre networks and fixed wireless services, while traditional cable television subscriptions continue to face structural pressure.

The company must balance customer retention, pricing, network investment and operating efficiency. Its ability to maintain broadband profitability matters more for long-term performance than any single unusually strong quarterly EPS figure.

The latest result therefore creates an important distinction between headline earnings and recurring operating strength.

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Enbridge Reports Higher EBITDA but Debt Remains a Concern

Enbridge, the Canadian energy infrastructure company listed in the United States, reported third-quarter adjusted EBITDA of C$4.43 billion, an increase of approximately 3.9% from the previous year.

The improvement reflected the company’s pipeline, energy transportation and utility operations. These businesses generally operate under longer-term commercial arrangements, making their earnings less directly dependent on daily commodity price movements than those of oil producers.

Financial metric	Q3 2026
Adjusted EBITDA	C$4.43 billion
EBITDA growth	3.9%
Nine-month adjusted EBITDA	C$15.02 billion
Debt-to-EBITDA ratio	5.1 times
2026 EBITDA guidance midpoint	C$20.5 billion

The debt position deserves attention. Enbridge’s leverage ratio reached 5.1 times, slightly above its target range of 4.5 to 5.0 times.

For infrastructure companies, leverage is an important measure because major pipeline and utility projects require substantial upfront investment. The financial benefits may emerge over decades, but interest expenses and repayment obligations must be managed continuously.

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Enbridge maintained its full-year guidance. Meeting that target will require a stronger final quarter, making the company’s year-end cash generation and debt management important measures of performance.

Other Friday Earnings: Vistra, Brookfield and Franklin Templeton

Friday’s reporting calendar also included several companies whose businesses provide useful insights into different parts of the US economy.

Vistra, a major electricity generation and retail energy company, was among the prominent names. Its earnings are particularly relevant as rising data-centre electricity consumption increases attention on power availability, generation capacity and long-term energy contracts.

Brookfield Asset Management was another important reporter. For alternative asset managers, investors pay close attention to fee-bearing capital, fundraising, asset sales and recurring management fees. These measures can provide a clearer picture of business performance than reported net income alone.

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Franklin Templeton’s results also attracted attention as asset managers navigate changes in market valuations, investor flows and demand for different investment products.

The common issue across these businesses is the quality of recurring earnings. Electricity generators, infrastructure investors and asset managers may all report strong quarterly profits, but the drivers of those profits are fundamentally different.

Monday, November 9: Major US Earnings to Watch

The next significant reporting session is Monday, November 9. Companies scheduled to announce results include KKR, Barrick Mining, NRG Energy, Take-Two Interactive, Occidental Petroleum, Rocket Lab and Skydance.

Company	Expected reporting session	Key focus
KKR	Before market open	Investment income and assets under management
Barrick Mining	Before market open	Gold production, costs and cash flow
NRG Energy	Before market open	Electricity demand and profitability
Take-Two Interactive	After market close	Gaming revenue and bookings
Occidental Petroleum	After market close	Oil production and free cash flow
Rocket Lab	After market close	Launch activity and space systems revenue
Skydance	After market close	Media revenue and integration strategy

Take-Two Interactive is likely to attract considerable attention because of its major gaming franchises and the approaching release of Grand Theft Auto VI. The company previously guided to quarterly net bookings of $1.62 billion to $1.67 billion.

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KKR’s results will offer insight into private market investment activity, while Barrick Mining’s report will show how gold prices and production costs are affecting mining profitability.

Occidental Petroleum’s earnings will provide another measure of conditions in the energy industry, particularly cash flow and debt reduction. Rocket Lab’s results will be closely examined for revenue growth, launch execution and the economics of its expanding space systems business.

Although the earnings calendar is lighter than the previous week, these reports could still provide important signals about corporate investment, consumer spending, energy demand and financial market activity.

What the Latest Earnings Mean for Investors

Friday’s reports highlighted why earnings season cannot be judged simply by counting how many companies exceeded analyst expectations.

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Moderna’s return to quarterly profitability was supported by stronger vaccine revenue and lower operating expenses. Humana’s smaller-than-expected loss showed that healthcare cost pressures remain important. Charter Communications delivered an unusually large earnings surprise, but its underlying subscriber trends and recurring cash generation will determine the significance of that result.

Enbridge’s higher EBITDA demonstrated the stability of infrastructure earnings, while its leverage ratio illustrated the financial obligations associated with capital-intensive businesses.

The next round of reports will shift attention toward private equity, gaming, mining, power generation and aerospace.

For investors, the most useful earnings information often lies beyond the headline EPS figure. Revenue quality, operating margins, cash flow, debt levels and management’s expectations for the coming quarters provide a more complete understanding of a company’s financial position.

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