Q3 2026 earnings: raised guidance and buybacks in tech results

Eight companies reported third-quarter 2026 results this week, and several used the occasion to lift their outlooks. Waters Corporation raised its full-year 2026 guidance, Unisys raised its constant currency revenue growth guidance, and CLEAR raised its Free Cash Flow guidance. Kyndryl reaffirmed its fiscal 2027 outlook. Capital returns were another common thread: Hut 8 raised its repurchase authorization to $1.0 billion, CLEAR added $175.0 million to its buyback, and Blue Owl Technology Finance Corp. repurchased $55 million of stock.

A second pattern was the gap between headline and adjusted figures. Unisys reported a net loss of $201.0 million that included a $151 million non-cash pension settlement loss, Zillow Group's $158 million net loss included a $165 million class action settlement, and Waters' GAAP EPS fell to $0.82 on acquisition-related charges while adjusted EPS rose 21%. On the infrastructure side, Hut 8 said its AI data center portfolio now carries about $26.6 billion in expected base-term contract value, and Kyndryl reported hyperscaler-related revenues up 27.2%.