Earnings Season: Levi's and Honeywell Raise Guidance, Major Companies Prepare Q3 Reports

실적/어닝스 | Thu Jul 09 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 sources

Levi's and Honeywell raised their guidance while PepsiCo, Simply Good Foods, and other major companies prepare to release earnings.

Analysis

[Levi Strauss] raised full-year outlook for the second time this year ^[1]

• Second guidance raise of the year
• Expansion into tops and denim luxury categories
• After-hours stock decline following earnings

[Honeywell Technologies] raised profit guidance reflecting 1-for-2 reverse stock split ^[6]

• Raised H2 and FY 2026 adjusted EPS outlook
• Completed 1-for-2 reverse stock split
• Spun off aerospace division for separate listing last month
• After-hours shares up 0.5%

[Ampco-Pittsburgh] shares surged on strong H1 order intake ^[5]

• Significant increase in new order activity in H1
• Investors responded to strengthening order momentum

[PepsiCo, Simply Good Foods, Byrna Technologies] scheduled to report earnings before Thursday's open ^[7]

• PepsiCo (PEP) reports before market open
• Simply Good Foods (SMPL) to release earnings
• Byrna Technologies (BYRN) to report earnings

[Simply Good Foods] faces weak consensus estimates ahead of Q3 2026 earnings ^[8]

• EPS consensus $0.35
• down 31.4% YoY
• Revenue consensus $332.62M
• down 12.7% YoY
• Reports after market close on July 9

[Simulations Plus] scheduled to report Q3 2026 earnings with EPS expected to be cut in half ^[9]

• EPS consensus $0.23
• down 48.9% YoY
• Revenue consensus $20.9M
• up 2.7% YoY
• Reports after market close on July 9

[Micron, Generac, Garmin] previewed as key stocks ahead of earnings releases ^[2][3][4]

• Micron shares retreated from highs despite raised outlook
• 2-week Micron put options offering 5.8% yield
• Generac Holdings awaiting earnings release
• Anticipation building ahead of Garmin's earnings

Sources

• [1] Levi’s is finding new ways to win customers — by looking toward tops and ‘denim luxury’ - MarketWatch Top Stories
• [2] What You Need To Know Ahead of Generac Holdings’ Earnings Release - Yahoo Finance
• [3] Micron Forecasts Are Higher, But MU Stock Is Off Its Peak and 2-Week Puts Yield 5.8% - Yahoo Finance
• [4] Earnings Preview: What to Expect From Garmin's Report - Yahoo Finance
• [5] Ampco-Pittsburgh surges on big H1 boost to order activity - Seeking Alpha Market News
• [6] Honeywell Technologies hikes profit guidance to reflect 1-for-2 reverse stock split - Seeking Alpha Market News
• [7] Here are the major earnings before the open Thursday - Seeking Alpha Market News
• [8] Simply Good Foods Q3 2026 Earnings Preview - Seeking Alpha Market News
• [9] Simulations Plus Q3 2026 Earnings Preview - Seeking Alpha Market News