Petrobras, TransDigm On Deck Tuesday As Oil Profits, Aerospace Demand Face Test

Petroleo Brasileiro headlines Tuesday’s reports, with investors weighing whether strong production and operating performance can offset pressure on energy prices. TransDigm Group, Honda Motor, Sea, Vodafone Group and Venture Global report before the open; Alcon, Ecopetrol, CoreWeave and Telefonica Brasil report after the close.

Key Reports Before The Bell

TransDigm Group (NYSE:TDG) — Q4 — 7:15 a.m. ET

EPS: $12.05 est. vs. $10.82 a year ago (+11%)
Revenue: $2.94 billion est. vs. $2.44 billion a year ago (+21%)
Stock: +10.0% past month, -8.4% YTD, 16.3% below its 52-week high
Analyst view: Buy consensus, $1,408 target (9 analysts)

The aerospace supplier has beaten estimates in all of its past eight quarters, while the stock’s recent rebound still leaves it well below its 52-week high. The focus is whether robust aftermarket demand can support another strong quarter and sustain fiscal 2026 guidance. In Q3, it beat on both EPS and revenue. On its August call, management said growth was broad-based across commercial OEM, commercial aftermarket and defense markets after raising fiscal 2026 guidance. Morgan Stanley maintained its Equal-Weight rating while lowering its target to $1,300 from $1,400 in October.

Honda Motor (NYSE:HMC) — Q2 — 1:35 a.m. ET

Stock: +9.9% past month, +21.9% YTD, 2.6% below its 52-week high

Honda’s sharply improved stock performance puts the focus on whether earnings can validate its recovery, even as the feed carries no current earnings or revenue estimate. In Q1, it beat the EPS estimate.

Sea (NYSE:SE) — Q3 — 6:30 a.m. ET

EPS: $0.94 est. vs. $0.59 a year ago (+59%)
Revenue: $8.13 billion est. vs. $5.99 billion a year ago (+36%)
Stock: -18.3% past month, -39.0% YTD, 51.3% below its 52-week high
Analyst view: Buy consensus, $145 target (4 analysts)

The e-commerce and digital-finance company has beaten estimates in just one of its past eight quarters, heading into a steep stock drawdown that raises the bar for evidence of improving execution. Investors will be watching whether Shopee’s growth and unit economics can rebuild confidence after the recent selloff. In Q2, it missed on EPS but beat revenue. On its August call, management highlighted 28% Shopee GMV growth and adjusted EBITDA above $250 million, driven by better unit economics and stronger buyer engagement. JP Morgan maintained its Overweight rating while lowering its target to $149 from $173 in October.

Vodafone Group (NASDAQ:VOD) — H1 — 5:00 a.m. ET

Stock: +0.8% past month, +18.7% YTD, 11.4% below its 52-week high
Analyst view: Unknown (0 analysts)

The telecommunications company enters its half-year report after a positive year-to-date stock move, with investors looking for evidence that operating momentum can overcome lingering revenue pressure. In its FY2026 results, it missed the revenue estimate. Barclays downgraded the stock to Underweight from Equal-Weight in October.

Venture Global (NYSE:VG) — Q3 — 6:30 a.m. ET

EPS: $0.52 est. vs. $0.16 a year ago (+225%)
Revenue: $4.67 billion est. vs. $3.33 billion a year ago (+40%)
Stock: -11.1% past month, +71.6% YTD, 33.3% below its 52-week high
Analyst view: Hold consensus, $17 target (5 analysts)

The liquefied natural gas exporter is expected to grow sharply from the year-ago period, making shipment volumes, LNG pricing and cash-flow resilience the key read-throughs after a volatile stock run. In Q2, it beat on EPS but missed revenue. On its August call, management said higher sales volumes and LNG prices drove revenue growth and outlined plans to increase annual export volume to more than 1,000 cargoes. Wells Fargo upgraded the stock to Overweight from Equal-Weight and raised its target to $21 from $15 in October.

Key Reports After The Bell

Petroleo Brasileiro SA Petrobras (NYSE:PBR) — Q3 — 4:00 p.m. ET

EPS: $1.38 est. vs. $0.94 a year ago (+47%)
Stock: -27.7% past month, +54.3% YTD, 30.7% below its 52-week high
Analyst view: Buy, $24 target (2 analysts)

Petrobras has beaten estimates in five of its past eight quarters, but the stock’s recent slide makes production, margins and shareholder returns especially important against a weaker energy backdrop. In Q2, it beat on EPS but missed revenue. On its August call, management pointed to record profits, production above target and higher oil exports as drivers of operating strength. UBS maintained its Buy rating while raising its target to $23 from $22 in September.

Alcon (NYSE:ALC) — Q3 — 4:30 p.m. ET

EPS: $0.89 est. vs. $0.79 a year ago (+13%)
Revenue: $2.74 billion est. vs. $2.59 billion a year ago (+6%)
Stock: +17.5% past month, -4.4% YTD, 14.3% below its 52-week high
Analyst view: Buy consensus, $82 target (7 analysts)

The eye-care products maker has beaten estimates in five of its past eight quarters, with the stock’s recent rebound putting renewed attention on product momentum across its Surgical and Vision Care businesses. In Q2, it beat on both EPS and revenue. On its August call, management attributed sales growth to both franchises and said it had discontinued its PowerVision IOL programs because of unresolved issues. Needham reiterated its Buy rating and $98 target on Nov. 2.

Ecopetrol (NYSE:EC) — Q3 — 4:00 p.m. ET

EPS: $0.62 est. vs. $0.31 a year ago (+100%)
Revenue: $9.75 billion est. vs. $7.46 billion a year ago (+31%)
Stock: -8.5% past month, +54.7% YTD, 15.2% below its 52-week high
Analyst view: Hold consensus, $16 target (4 analysts)

Ecopetrol has beaten estimates in just two of its past eight quarters, leaving crude prices, refining margins and operational execution central to a report following a sharp year-to-date gain. In Q2, it missed on EPS but beat revenue. On its August call, management highlighted favorable crude prices and refining margins, along with record refinery throughput. Jefferies upgraded the stock to Hold from Underperform and raised its target to $19 from $9 in October.

CoreWeave (NASDAQ:CRWV) — Q3 — 4:10 p.m. ET

EPS: -$1.53 est. vs. -$0.08 a year ago (wider loss)
Revenue: $3.54 billion est. vs. $1.36 billion a year ago (+160%)
Stock: -39.7% past month, -30.8% YTD, 64.5% below its 52-week high
Analyst view: Buy consensus, $118 target (21 analysts)

The cloud infrastructure provider faces a high-stakes test after a severe stock drawdown, with investors looking for continued AI demand, capacity expansion and evidence that the company can convert its backlog into profitable growth. In Q2, it beat on both EPS and revenue. On its August call, management said revenue more than doubled year over year, cited a $104 billion backlog and outlined plans to expand active power capacity from 1.5 gigawatts toward 8 gigawatts by 2030. Rosenblatt maintained its Buy rating while lowering its target to $160 from $250 on Nov. 9.

Telefonica Brasil (NYSE:VIV) — Q3 — 5:30 p.m. ET

EPS: $0.24 est. vs. $0.22 a year ago (+9%)
Revenue: $3.11 billion est. vs. $2.74 billion a year ago (+13%)
Stock: -4.8% past month, -2.1% YTD, 32.9% below its 52-week high
Analyst view: Hold, $15 target (2 analysts)

Telefonica Brasil has beaten estimates in just three of its past eight quarters, so investors will be looking for continued fiber, B2B and mobile-service growth to offset a stock that remains well below its 52-week high. In Q2, it missed on both EPS and revenue. On its July call, management highlighted 7.6% revenue growth, 10.9% EBITDA growth and rising mobile and fixed-line revenue. Barclays maintained its Equal-Weight rating while lowering its target to $14 from $16 in October.

Also Reporting Before The Bell

Embraer (NYSE:EMBJ) — $0.87 EPS on $2.30 billion revenue
On Holding (NYSE:ONON) — $0.46 EPS on $1.14 billion revenue
Scholar Rock Holding (NASDAQ:SRRK) — -$0.85 EPS on $278,936 revenue
Atour Lifestyle Holdings (NASDAQ:ATAT) — $0.56 EPS on $531.0 million revenue
Legend Biotech (NASDAQ:LEGN) — $0.01 EPS on $359.9 million revenue
Alliance Laundry Holdings (NYSE:ALH) — $0.32 EPS on $460.0 million revenue
D-Wave Quantum (NYSE:QBTS) — -$0.11 EPS on $4.3 million revenue
Liquidia (NASDAQ:LQDA) — $0.93 EPS on $208.6 million revenue
Wix.com (NASDAQ:WIX) — $1.12 EPS on $566.7 million revenue
Endeavour Silver (NYSE:EXK) — $0.09 EPS on $250.5 million revenue
Hemab Therapeutics Holdings (NASDAQ:COAG) — -$0.51 EPS
Hesai Group (NASDAQ:HSAI) — $0.08 EPS on $159.5 million revenue

Plus 27 companies valued between $100 million and $2 billion, including Etoro Group, Brightstar Lottery and Sally Beauty Holdings.

Also Reporting After The Bell

Mercury Systems (NASDAQ:MRCY) — $0.26 EPS on $244.8 million revenue
Rigetti Computing (NASDAQ:RGTI) — -$0.06 EPS on $3.5 million revenue
Firefly Aerospace (NASDAQ:FLY) — -$0.51 EPS on $103.8 million revenue
Resideo Technologies (NYSE:REZI) — $0.40 EPS on $714.5 million revenue
Astronics (NASDAQ:ATRO) — $0.73 EPS on $268.2 million revenue
Stubhub Holdings (NYSE:STUB) — $0.13 EPS on $515.7 million revenue

Plus 47 companies valued between $100 million and $2 billion, including Sonos, Azenta and Anterix.

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