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First Squawk

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APPLE’S MANUFACTURING PURCHASE OBLIGATIONS ROSE BY $33 BLN BETWEEN THE JUNE AND SEPTEMBER QUARTERS, AND MEMORY PURCHASE PRICES ARE EXPECTED TO KEEP RISING - CFO ON CONF CALL

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BP Q3 2026 Earnings - Adjusted EPS: 54.37c (est 46.39c) - Adjusted Net Income: $8.46B (est $7.26B) - Operating Cash Flow: $14.83B (est $13.32B) - Dividend/Share: 8.660c (est 8.731c) - Net Debt: $13.9B (est $14.3B) - Debt Gearing: 14.8% (est 15.3%)

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Airbus Q3 Earnings: - Adj EBIT: EUR1.77B (est EUR1.79B) - Revenue: EUR17.47B (est EUR18.09B) - Commercial Airplanes Adj EBIT: EUR1.38B (est EUR1.36B) - Defence & Space Adj EBIT: EUR185M (est EUR196.9M) - 9M Neg Adj FCF: EUR1.27B Vs Negative EUR914M Y/Y - Still Sees FY Adj EBIT: About EUR7.5B (est EUR7.66B) - Still Sees FY Adj FCF: About EUR4.5B (est EUR4.78B) - Still Sees FY Deliveries: About 870 Planes (est 867)

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GE Vernova Q3 2026 Earnings - Rev: $12.64B (est $11.99B) - Adj EBITDA: $1.94B (est $1.68B) - Net Income: $1.29B (est $1.08B) - EPS: $4.81 (vs $1.64 Y/Y) - Orders Increased 96% Organically To $29.3B - Sees FY Revenue: $46.5B To $47.5B (prev $45.5B To $46.5B) - Sees FY Adjusted FCF: $16B To $17B - Now Sees Backlog Exceeding $200B In Q4 - Boosts Buyback To $20B From $10B