Company guidance, traced to the filing.
What each company said about its own future, quarter by quarter, in its own words — with every raise, cut and reiteration linked to the exact sentence in the SEC filing.
| Change | Metric | Previous | Now | |
|---|---|---|---|---|
| new | Company-owned and partner-operated restaurants outside the U.S. and Canada | — | “Around 15 to 25” | ↗ |
| new | New company-owned restaurant openings in the U.S. and Canada | — | “340 to 360” | ↗ |
| reiterated | Comparable restaurant sales | “low single digit range” | “low single digit range” | ↗ |
| reiterated | Estimated underlying full year effective tax rate before discrete items | “between 24% and 26%” | “between 24% and 26%” | ↗ |
This season’s guidance moves
All companies →Recent earnings releases, newest first — each change compared with the same item in the company’s previous release. Raises, cuts and range changes first; newly opened next-quarter items after.
| Released | Company | Change | Metric | Previous | Now | Source |
|---|---|---|---|---|---|---|
| Oct 30, 2026 | Lear | lowered | Net Sales, for FY2026 | “$23,540 million - $24,010 million” | “$23,350 million - $23,750 million” | Filing ↗ |
| Oct 30, 2026 | Lear | lowered | Free Cash Flow, for FY2026 | “$590 million - $690 million” | “$565 million - $665 million” | Filing ↗ |
| Oct 30, 2026 | Regeneron Pharmaceuticals | raised | GAAP gross margin on net product sales, for FY2026 | “78%–79%” | “Approximately 80%” | Filing ↗ |
| Oct 29, 2026 | Axalta Coating Systems | lowered | Adjusted Diluted EPS, for FY2026 | “$2.55 - $2.70” | “~$2.45” | Filing ↗ |
| Oct 29, 2026 | Builders FirstSource | narrowed | Net Sales, for FY2026 | “$14.0 billion to $14.8 billion” | “$14.2 billion to $14.6 billion” | Filing ↗ |
| Oct 29, 2026 | Builders FirstSource | raised | Net sales growth from acquisitions completed within the last twelve months, for FY2026 | “approximately 1%” | “in the range of 1.5% to 2%” | Filing ↗ |
| Oct 29, 2026 | BorgWarner | narrowed | Net sales, for FY2026 | “$14.0 billion to $14.3 billion” | “$14.0 billion to $14.2 billion” | Filing ↗ |
| Oct 30, 2026 | Dominion Energy | new | Operating earnings, for FY2026 | — | “$3.45 to $3.69 per share” | Filing ↗ |
What a sector guides on
Apparel, footwear & accessories — guidance series in each metric family, across 22 companies. One sector group of 20.
For IR teams and advisers
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Peer Guidance Briefing
- Your company plus up to 12 peers you choose
- Eight quarters of guidance, in the companies’ own words
- What changed each quarter
- Who guides on what across the peer set
- PDF plus Excel, every value linked to its filing sentence
- Delivered within 5 business days, plus one day for every three companies we add to coverage
Need it every quarter? Quarterly Peer Guidance Monitor, from $8,000/year.
For analysts
Track a whole sector’s guidance — every change, updated after each earnings filing.
Sector Guidance Report
- Every forward-looking guidance value across the sector, each traced to its filing
- Raises, cuts, reiterations and dropped or redefined metrics, release over release
- Delivered as a sourced report, with full history and export
Need ongoing coverage? Sector Guidance Monitor — from $5,000 / sector / yr.
91% recall against an independent human read (n = 187). Every value shown is verbatim from the filing. How coverage is measured →