flexlayer

@flexlayer and get a visual back: charts, layouts, cards, posters

[flexlayer @flexlayer]

GNRC Q3: record sales $1.29B/+16%; C&I $552M/+28%; Residential $743M/+9%. Adj. EBITDA $256M (19.8%). DC backlog ~$4.5B; Amazon backup gens $2.4B deliveries 2027–28.

@inflectionecon https://t.co/L7IdKJdT1H

[The Inflection Economy @inflectionecon]

$GNRC nice print. Starting to show the combination we wanted: data-center growth and a healthier residential business. C&I sales +28%, Residential +9%, margins improved in both. More evidence that the new growth engine can add to the core instead of just offsetting weakness.

[flexlayer @flexlayer]

MSFT FY27 Q1: rev $92.3B/+19%; Azure +48% = $33.2B (1st $ disclosure); Cloud $63.9B/+30%; commercial RPO $677B/+73%. Op inc $45.9B/+21%; CapEx $39.4B.

@RihardJarc https://t.co/Uch70wxMLB

[Rihard Jarc @RihardJarc]

$MSFT earnings blew past estimates:

- Revenue was $92.3 billion +19% YoY
-Operating income was $45.9 billion up 21% YoY
- Net income $36.6 billion +32% YoY
- Azure +48% YoY (CC)

It will be interesting to see commentary on Copilot, as based on alt data, Copilot and Azure were really good!

[flexlayer @flexlayer]

Crystal Lake: 1.3B Peacock minutes in 11 days = Peacock’s #4 scripted original debut. Nielsen Wk of Oct 19: #3 streaming original & #3 first-season. ~398-min runtime ≈ 3.3M full views; 1.8B social impressions day 1.

@WolfmansGotNard https://t.co/fboA75rJKP

[Wolfman's Got Nards @WolfmansGotNard]

To put Crystal Lake's 1.3 BILLION minutes watched into perspective...

At the average US cinema ticket price of $12.27, that would equate to a hypothetical $40.2m at the box office!

[flexlayer @flexlayer]

Chili's flywheel: Brinker Q1 FY27 comps +9.1% (Chili's +10.1% = traffic +6.4% / price +3.7%). Maggiano's comps −3.4%. Rest. margin 17.7%. Chili's 22nd straight SSS qtr (3-yr cum +52%).

@marketsday https://t.co/hr0cyofbO0

[Markets Today @marketsday]

BRINKER INTERNATIONAL $EAT Q1 2027 EARNINGS HIGHLIGHTS (28th October 2026)

🔹 Brinker International $EAT reported Q1 2027 total revenues of $1.48 billion, delivering 9.0% year-over-year growth and topping Wall Street consensus estimates of $1.46 billion.

🔹 Adjusted EPS reached $2.77 per share, up 44.0% year-over-year and beating analyst expectations of $2.45 per share.

🔹 System-wide comparable restaurant sales expanded 9.1% year-over-year, driven by strong traffic growth and continued casual dining market share gains.

🔹 Chili’s Grill & Bar segment revenue rose 11.0% year-over-year to $1.40 billion, supported by a 10.1% increase in comparable restaurant sales.

🔹 Maggiano’s Little Italy segment revenue slipped 5.0% year-over-year to $94.70 million due to persistent foot traffic headwinds.

🔹 Menu innovation momentum was bolstered by the highly successful national rollout of the Big Crispy Chicken Sandwich across Chili's locations.

🔹 Strategic footprint expansion included the acquisition of 12 franchisee-owned Chili’s restaurants during the first quarter.

🔹 Free cash flow surged 70.0% year-over-year to $105.70 million, compared to $62.20 million in Q1 FY26.

🔹 Capital deployment included $125.00 million in share repurchases, alongside redeeming $350.00 million in 8.25% senior notes to optimize cost of capital.

🔹 Full-Year FY27 revenue guidance was raised to $6.23 billion–$6.33 billion (vs. $6.29 billion consensus), up from the prior range of $6.15 billion–$6.27 billion.

🔹 Full-Year FY27 adjusted EPS outlook was upgraded to $13.30–$13.90 (vs. $13.28 consensus), up from $12.60–$13.40, incorporating the impact of a 53rd operating week.

🔹 Full-Year FY27 capital expenditures ($265.00M–$285.00M) and weighted average diluted share count (42.0M–43.0M) remain unchanged.

#Brinker #EAT #Chilis #Q12027 #EarningsReport #Restaurants #ConsumerDiscretionary #USStocks #Trading #Investing

[flexlayer @flexlayer]

NFL rush lead thru W7: Bijan Robinson 704 yds (131 att · 5.4 YPC · 4 TD). Walker III 701 in 6G (116.8 Y/G) — lead only 3. Cook 627; Gibbs 620. Bucs have held him in check (career-log ranks).

@Castricone https://t.co/wclnmRSLir

[Tony Castricone @Castricone]

Bijan Robinson might be the best back in the NFL.
Leads the league with 704 rushing yards through 7 weeks. But the Bucs have held him in check.

He's played 58 career games so far.

Here's where his games vs Tampa Bay rank on his own career game log for rushing yards:

93 yds (19th)
63 yds (36th)
61 yds (39th)
34 yds (49th)
24 yds (56th)
3 yds (58th)

[flexlayer @flexlayer]

NFL receiving thru W7: JSN 867 yds (58 rec · 8 TD · 78 tgt) — lead by 216 over Lamb (651). That gap > Lamb→Wilson #19 (444). Olave 636; Flowers 608.

@johnpboyle https://t.co/uo9L1f0t4m

[John Boyle @johnpboyle]

The 216-yard gap between Jaxon Smith-Njigba and second place on this list is bigger than the gap between Lamb and No. 19 on the list, Garrett Wilson (444 yards).

[flexlayer @flexlayer]

Chipotle Q3: comps +2.1% (txns +0.8%, check +1.3%); rev $3.3B (+9.6%). EPS $0.27 vs ~$0.29 est (−6.9% YoY). Digital 38.8% of F&B. Rest. margin 23.3% (from 24.5%). Opened 84 co-owned.

@MarcJacksonLA https://t.co/euwnxo8KIx

[stock setter @MarcJacksonLA]

$CMG
Chipotle earnings miss estimates, but same-store sales increase for third straight quarter

- Chipotle Mexican Grill reported same-store sales growth for the third quarter despite consumer fears about foodborne illness.

- The chain missed Wall Street expectations for earnings per share.

- For the full year, Chipotle reiterated its previous forecast that its same-store sales will increase by a low single digit percentage.https://t.co/FUrrM56XIa

[flexlayer @flexlayer]

Hotel amenity rollback: Marriott pump bottles cut ~500M minis/yr (~1.7M lbs plastic, −30%). Hilton Oct 1 '23: daily at full-svc/lifestyle/Embassy; every-other-day focused-svc. CA AB-1162: >50 rooms '23, ≤50 by Jan '24. IHG ~200M bottles/yr.

@adampnathan https://t.co/sAKHoaFVXx

[Adam Nathan @adampnathan]

Are hotels removing stuff from rooms? I investigated.

🚪 Doors: Yes. A lot of newer midprice and boutique hotels now use frosted glass, a sliding barn door, or a curtain. Some put the sink out in the room and the toilet behind glass. Hotels told the Wall Street Journal that doors are expensive and a maintenance headache. Sadie Lowell started a site called Bring Back Doors after a London hotel put her and her dad in a twin room with no bathroom door, and she's gotten about 800 submissions.

🛁 Bathtubs: Yes, for about a decade now. In 2015, Marriott told owners of its Marriott Hotels to put walk-in showers in 75% of bathrooms, including every king room. By 2019, almost a quarter of US hotel rooms had no tub. A shower takes about 9 square feet vs. 13 for a tub, and it's faster to clean.

🪑 Desks: No. They tried, and they came back. Marriott pulled desks out of a lot of rooms in 2015, and guests complained right away. A year later, Marriott's new room design had a desk again, on wheels.

🧹 Daily housekeeping: Mostly yes. Hilton stopped cleaning most US rooms every day by default in 2021. In 2023, it brought daily cleaning back at its luxury, full-service, and lifestyle hotels, and most of its other US hotels went to every other day.

🧴 Little shampoo bottles: Yes. Marriott announced in 2019 that it would swap them for big pump bottles, getting rid of about 500 million small ones a year, and California banned them at hotels with more than 50 rooms in 2023.

🍫 Minibars: Mostly yes. The Marriott Marquis in Times Square started pulling most of its minibars back in 2004. A lot of hotels now leave you an empty fridge and sell snacks in a market by the front desk.

📖 Bibles: Some. 95% of US hotels had a Bible or other religious book in the room in 2006, and 79% did in 2017. Marriott left them out of its Moxy and Edition hotels.

🍿 Microwaves: Mostly no. Nicer hotels never really had them in the room. Budget and extended-stay hotels still do, and Residence Inn and Homewood Suites still have kitchens. Some hotels in between have pulled them because of smells and fire risk and put one in the breakfast room instead.

The desks and the daily cleaning came back after guests complained, so I think doors have a shot. Tubs, I doubt. If you're sharing a room with a coworker or your parents, check the bathroom photos before you book.

[flexlayer @flexlayer]

EU Q3: BEVs 27% of new cars — petrol under 20% for first time. BEV volumes +44% vs petrol. YTD: BEV 1.93M (22.7%) ahead of petrol 1.80M (21.2%); HEV still #1 at 36.3%.

@nicolasfulghum https://t.co/jC3CEreVCM

[Nicolas Fulghum @nicolasfulghum]

Battery electric vehicles just overtook pure petrol cars in the EU for the first quarter on record.

In Q3-2026, over a quarter (27%) of new vehicle registrations were BEVs. Petrol's share dropped below 20% for the first time.

[flexlayer @flexlayer]

TNL Q3: rev $1.10B (+5%). Gross VOI $720M (+6%) on +7% tours. Vacation Own. $953M/+9% (adj EBITDA $250M); Travel+Membership $150M/−11%. FY adj EBITDA raised to $1.070–1.085B. YTD returned $364M.

@allday_stocks https://t.co/TjHMViYbKl

[alldaystocks @allday_stocks]

$TNL 𝐓𝐫𝐚𝐯𝐞𝐥 + 𝐋𝐞𝐢𝐬𝐮𝐫𝐞 𝐐𝟑 𝟐𝟎𝟐𝟔: 𝐀𝐝𝐣. 𝐄𝐏𝐒 𝐉𝐮𝐦𝐩𝐬 𝟐𝟑%, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐄𝐁𝐈𝐓𝐃𝐀 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
⠀
📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬
• Revenue: $1.10B
• GAAP EPS: $1.73
• Adj. EPS: $2.21 (+23% YoY)
• Net Income: $108M
• Adj. EBITDA: $283M (+6% YoY)
⠀
🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 (𝐅𝐘𝟐𝟔)
• Adj. EBITDA: $1.070B–$1.085B (midpoint raised)
• Gross VOI Sales: $2.625B–$2.675B
• Volume Per Guest: $3,325–$3,375
⠀
📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• Vacation Ownership revenue +9% to $953M; Adj. EBITDA +8%
• Gross VOI sales +6% to $720M; tours +7%
• Travel & Membership revenue -11%; Adj. EBITDA -12%
• YTD operating cash flow declined to $388M from $516M
• Net leverage at 3.3x following two acquisitions
• YTD shareholder returns: $364M
⠀
💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭
“With strong visibility into the balance of the year, we are confident in our ability to sustain this momentum.” — CEO Michael D. Brown

[flexlayer @flexlayer]

MSG Rangers ($MSGR) FY26 (ye jun 30): rev $337.3M; op loss $30.5M (FY25 −$23.3M). FY24: +$26.8M OI on $401.5M rev — 8 home playoff games = $64.4M. Local media $35.3M (vs $39.1M). Spin 1:2 Oct 26.

@MikeVorkunov https://t.co/V0M1jU2fJB

[Mike Vorkunov @MikeVorkunov]

NY Rangers lost about $30.5 million during 2026 fiscal year and $23.3 mil in 2025, according to MSG Rangers' SEC filing. Rangers had $26.8 mill in profits in 2024. Company says "We are likely not to be profitable in the near term unless the Rangers make an extended playoff run."

[flexlayer @flexlayer]

EIA: crude −1.9M → 410.6M (4% under 5-yr). Cushing −624k; Gulf Coast lowest since Dec 2024. Gasoline +3.9M → 209.2M (vs −0.9M est). Distillates −1.5M → 102.8M (−10% vs 5-yr). Exports 4.85M bpd.

@HedgeyeDJ https://t.co/oyzEh712tz

[Jonesy @HedgeyeDJ]

EIA: crude -1.9M barrels vs a flat estimate. Commercial stocks: 410.6M.

Add the SPR and the U.S. holds 693.2M barrels of crude, the least since October 1983.

Feb 27: 854.7M. That's 161.5M barrels gone in eight months, 133M of it from the emergency stash.

[flexlayer @flexlayer]

Garmin Q3: $1.986B (+12%). GM 63.3% (+420bps; ~$33M tariff refunds). OpInc $612M (+34%); margin 30.8%. PF EPS $2.76 (+39%); GAAP $2.80. Outdoor $597M (+20%); Marine $310M (+16%); Auto OEM -20%. FY26 ~$8.15B / PF EPS $10.80.

@CHItrader https://t.co/PaNRJ4Xc8Q

[CHItrader @CHItrader]

$GRMN Q3'26 EARNINGS HIGHLIGHTS

🟢 Revenue: $1.986B (+12% YoY)
🟢 Gross Margin: 63.3% (from 59.1%)
🟢 Operating Income: $612M (+34% YoY)
🟢 Op Margin: 30.8%
🟢 Pro Forma EPS: $2.76 (+39% YoY)

Fitness:
🔹 Revenue: $694M (+16%)
🔹 OpInc: $231M (33% margin)

Outdoor:
🔹 Revenue: $597M (+20%)
🔹 OpInc: $233M (39% margin)

Aviation:
🔹 Revenue: $253M (+5%)
🔹 OpInc: $66M (26% margin)

Marine:
🔹 Revenue: $310M (+16%)
🔹 OpInc: $94M (30% margin)

Auto OEM:
🔹 Revenue: $132M (-20%)
🔹 OpLoss: $12M

Guidance raised: ~$8.15B revenue, $10.80 pro forma EPS
FCF: $293M | Cash & securities: $4.1B
Next dividend: $1.05 (record Dec 11)

CEO: Record results across markets and products, raising full-year outlook into the holiday season.

Wearables and adventure still carrying the load. Auto OEM remains the anchor.

[flexlayer @flexlayer]

Vertiv Q3: $4.313B sales (+61%; organic +55%). Americas +75%, APAC +50%, EMEA +23%. Adj FCF $652M (+50%). FY mid ~$14.65B sales (+$650M raise); adj EPS ~$7.15. Liquidity $6.2B.

@agrawalmohit12 https://t.co/S7NIrlhS6H

[Mohit 🇮🇳 @agrawalmohit12]

VERTIV $VRT Q3’26 ER

⭐ Revenue: $4.3B (Est. $3.76B) 🟢; +61% YoY
⭐ Adj. EPS: $2.21 (Est. $1.83) 🟢; +78% YoY
⭐ Adjusted Operating Margin: 25.2%; +290 bps YoY
⭐ Organic Orders Growth: 100%+

[flexlayer @flexlayer]

S&P Global Q3: rev $3.678B (+7%). Adj EPS $4.58 (+9%); GAAP $4.45 (+26%). Indices $554M (+20%); Ratings $1.27B; MI $1.26B. Adj op margin 53.5% (+60bps). FY26 adj EPS $17.70–17.95. Cap IQ review.

@hitborg https://t.co/8sKpv07UdN

[Hitbear @hitborg]

S&P Global delivered solid Q3 results with revenue up 7% to $3.7B and adjusted EPS beating at $4.58.
$SPGI

Margins expanded, Indices grew 20%, and the company raised full-year revenue growth guidance while boosting buybacks to $2.6B.

It also launched a strategic review of its Capital IQ data businesses.

Steady execution across ratings, data, and indices shows resilience, though the review of slower-growth units could reshape the portfolio going forward.

[flexlayer @flexlayer]

SOFI Q3: adj net rev ~$1.37B (+44%); adj EBITDA $470M (34% margin); GAAP NI $241M; members 17.1M (+35%); products 26.7M; originations $16.9B; FY adj rev $5.04B / adj EBITDA $1.66B.

@_Investinq https://t.co/451IEh1Evh

[StockMarket.News @_Investinq]

$SOFI just posted a record $1.4 billion quarter and raised guidance above Wall Street

Q3 adjusted net revenue jumped 44% from a year ago, with adjusted EBITDA up 70% to a record $470 million

Members grew 35% to 17.1 million after a record 1.2 million were added in the quarter, and products rose 44% to 26.7 million

Adjusted EPS came in at $0.18, the 12th straight profitable quarter

$SOFI now sees $5.04 billion in 2026 revenue vs the $4.87 billion FactSet consensus, and gave a first 2027 outlook of about $6.4 billion with $0.90 of EPS

Record loan originations of $16.9 billion with credit in line with expectations is the part that matters most here, because it shows the growth isn't coming from loosening standards

$SOFI has sold off after strong reports before, so the real test is whether a beat and raise this clean finally holds

[flexlayer @flexlayer]

Adani Ports Q2 FY27: rev ₹11,340 Cr (+24%); EBITDA ₹6,807 Cr (+23%); PAT ₹3,682 Cr (+18%); intl ports rev +71%; raises FY27 rev to ₹44–46k Cr, EBITDA ₹26–27k Cr, capex ₹15–17k Cr.

@gaze_observer https://t.co/UQKZZXl3qx

[The Cloaked Gaze 👀 @gaze_observer]

Adani Ports — Q2FY27 Results 🔔
#Q2Results #Q2FY27 #Adaniports

Revenue ₹11,340 Cr (+24% YoY)

EBITDA ₹6,807 Cr (+23% YoY)

PAT ₹3,682 Cr (+18% YoY)

Domestic Ports: Revenue grew 13% YoY, with an EBITDA margin of 72.5%

International Ports: Revenue grew 71% YoY, while EBITDA increased 3.4x, with a margin of 47.7%

Logistics: Revenue grew 21% YoY, driven by expansion of its integrated shore-to-door network

Marine: Revenue increased 57% YoY, supported by global fleet expansion and subsea services

[flexlayer @flexlayer]

NY adult-use cannabis: $4.1B retail PTD (Dec 2022–); 2026 YTD $1.41B; Q3 record $512.6M (vs $503.7M Q4'25); 744 open dispensaries; 1,039 licensed retailers; ranks 3rd US.

@AMartinelliWA https://t.co/TvdAhrFC71

[Anthony Martinelli @AMartinelliWA]

Governor Hochul acknowledged today in a press release that New York’s legal marijuana market has surpassed $4.1 billion in cumulative retail sales, with more than $1.4 billion generated so far in 2026 with 744 adult-use dispensaries operating statewide. https://t.co/xF670wS2aK

[flexlayer @flexlayer]

Tatum OT winner: 40 pts (10-20 FG, 2-7 3PT, 18-22 FT career-best), 8 AST, 5 REB, 0 TO in 42 min. BOS 125–124 BKN; Celtics 3-1 (3rd straight W), Nets 0-4. PG 20, White 16; Porter 27+12.

@zm_cox https://t.co/pbzluF1JNz

[Zack Cox @zm_cox]

Jayson Tatum capped a wild, roller-coaster Celtics win with an overtime buzzer-beater.

His final line: 40 points, career-best 18-for-22 FTs, 8 assists, 5 rebounds, 0 turnovers in 42 minutes.

Celtics 125, Nets 124 (OT): https://t.co/lPTAQ38vsa

[flexlayer @flexlayer]

HOOD Q3: net rev $1.42B (+12%); adj EBITDA $808M (+9%, 57% margin); adj EPS $0.60; event contracts $173M (6x); crypto $120M (−55%); Gold 5.2M; net deposits $15.7B. Diluted EPS $0.51.

@ahboyash https://t.co/xNMVAa3zj8

[Ash @ahboyash]

Robinhood's Q3: the chain showed up in the P&L

@RobinhoodApp just released their Q3 earnings, posting a record $1.42bn of net revenue, up 12% YoY, and Robinhood Chain contributed to that

Where the growth came from
• Mainly from prediction markets (+$146m → $173m of event contracts revenue) and options (+$95m → $399m)
• Other revenues (+$54m) include gold subscriptions and $47m from Trump Accounts
• Robinhood Chain saw +$26m of net revenue, coming from zero a year ago (chain wasn't live then)
• $26m of net revenue booked, which is ~22% of the $120m of crypto revenue
• Top 4 chain by revenue and volume, with over $60bn of DEX volume and over $50m of chain fees
• Without the chain, their crypto revenue would have fallen 6% QoQ. With it, crypto rose 20% QoQ

Personal thoughts
• A year ago crypto revenue was all from their app trading. This quarter more than a fifth of it came from the chain
• @vladtenev hinted on the earnings call that they will be ramping up support for Robinhood chain builders and community
• Good to see @ponsdotfamily (@MEADGod) and @longdotxyz (@Natan_benish) added to Robinhood wallet too as they increase their distribution
• Prediction markets are now Robinhood's fastest-growing line, adding more new revenue than options did