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US news/ 2026-10-10

US company news, Oct 10, 2026

7 articles, newest first.

  • Applied Digital · APLD Oct 10
    Applied Digital's capital spending rose 60.9% in a quarter to $2.07 billion, paid for mostly with new debt
    $2,074.7M capital spending last quarter
  • Penguin Solutions · PENG Oct 10
    Penguin's 40% growth guide is mostly last quarter's pace repeated, and the growth so far has cost cash
    -$151.9M cash from operations in the year just ended
  • Delta Air Lines · DAL Oct 10
    Delta's revenue outran its fuel bill by $810 million; its own costs took back $786 million
    $5.35 midpoint of new adjusted full-year EPS guide, per share
  • Levi Strauss · LEVI Oct 10
    Levi's raised its margin guide on a tariff refund while direct sales slowed to 2.3%
    11.8% full-year margin guide without refund, by our arithmetic
  • PepsiCo · PEP Oct 10
    PepsiCo cut its earnings guide after a quarter flattered by tariff refunds
    -0.6% core profit change without refunds, by our arithmetic
  • Lamb Weston Holdings · LW Oct 10
    Lamb Weston raised its profit guidance by the size of its beat and left the rest of the year's ask alone
    $884.4M adjusted EBITDA still needed in Q2-Q4, by our arithmetic
  • RPM International · RPM Oct 10
    RPM says overhead held margin as costs outran price; adjusted EBITDA growth guided to mid-single digits
    9-11% second-quarter raw material inflation now expected

Published by the Inve Research Desk. Read figures and guidance alongside the company's filings. Not investment advice.

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