$SLB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $9.45B (Est. $9.3B) 🟢; +2% pro forma 🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢; -7% YoY 🔹 Adj. EBITDA: $2.07B (Est. $2.03B) 🟢 FY26 Guide: 🔹 Capital Investment: ~$2.5B Cash Flow: 🔹 Operating Cash Flow: $1.51B 🔹 Free Cash Flow: $828M Segment Revenue: 🔹 Production Systems: $4.0B; +6% pro forma 🔹 Well Construction: $2.89B; -3% YoY 🔹 Reservoir Performance: $1.63B; -3% YoY 🔹 Digital: $693M; +5% YoY 🔹 All Other: $544M; +37% YoY Revenue by Geography: 🔹 International: $6.99B; flat pro forma 🔹 North America: $2.40B; +13% pro forma Announcements: 🔹 Signed agreement to acquire Kelvion for ~$3.4B in cash and assume ~$0.7B of debt; expected to close in 1H27 Other Q3 Metrics: 🔹 Adj. EBITDA Margin: 21.9%; -121 bps YoY 🔹 Pretax Segment Op. Margin: 16.7%; -153 bps YoY 🔹 GAAP EPS: $0.49; -2% YoY 🔹 Net Income: $735M; -1% YoY 🔹 Digital Division ARR: $1.04B; +13% YoY 🔹 Data Center Solutions Revenue: $230M; +76% YoY Key Updates: 🔹 Reported revenue +6% YoY; Q3'25 included two months of ChampionX ($579M revenue); pro forma rates assume ChampionX from January 1, 2025 🔹 Charges & credits: $242M pre-tax 🔹 Pension settlement charge: $187M 🔹 Merger and integration: $55M Capital Return: 🔹 Share Repurchases: $656M (12.9M shares) Comments: 🔸 “SLB delivered solid third-quarter results with all regions growing sequentially — led by a gradual recovery in the Middle East, growth in North America land and broadening international activity in deepwater offshore basins.”

$DOW Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $11.27B (Est. $11.26B) 🟡; +13% YoY 🔹 Adj. EPS: $0.71 (Est. $0.63) 🟢; vs -$0.19 LY 🔹 GAAP EPS: $0.62; vs $0.08 LY 🔹 Oper EBIT: $887M (Est. $871M) 🟢; vs $180M LY 🔹 Operating EBITDA: $1.55B (Est. $1.54B) 🟢 Cash Flow: 🔹 Operating Cash Flow: $1.84B 🔹 Capital Expenditures: $706M 🔹 Free Cash Flow: $1.13B 🔹 Dividends: $253M Segment Net Sales: 🔹 Packaging & Specialty Plastics: $5.8B; +18% YoY 🔹 Industrial Intermediates: $3.1B; +8% YoY 🔹 Performance Materials: $2.3B; +8% YoY Segment Operating EBIT: 🔹 Packaging & Specialty Plastics: $585M 🔹 Industrial Intermediates: $176M 🔹 Performance Materials: $154M Other Q3 Metrics: 🔹 Local Price: +14% YoY 🔹 Volume: -1% YoY 🔹 Currency: flat YoY 🔹 Cash Flow Conversion: 83.7% Key Updates: 🔹 Significant items: $0.09 per share net charge, excluded from Adj. EPS 🔹 GAAP net income: $525M Comments: 🔸 “Dow delivered a solid third quarter, driven by targeted downstream growth and disciplined execution against an evolving macro backdrop.”

$SAP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €10,270M (Est. €10.13B) 🟢; +13% YoY 🔹 Adj. EPS: €1.89 (Est. €1.87) 🟢; +19% YoY 🔹 Current Cloud Backlog: €24.1B; +28%, +26% cc FY26 Guide: 🔹 Cloud Revenue (cc): €25.8B-€26.2B; upper end 🔹 Cloud & Software Rev (cc): €36.3B-€36.8B; upper end 🔹 Non-IFRS Oper Profit (cc): €11.8B-€12.2B 🔹 Free Cash Flow: ~€10B 🔹 Non-IFRS Tax Rate: ~29% Q3 Revenue Mix: 🔹 Cloud ERP Suite: €5,924M; +29% YoY 🔹 Cloud & Software: €9,249M; +15% YoY 🔹 Software Support: €2,434M; -5% YoY 🔹 Software Licenses: €147M; -9% YoY 🔹 Services: €1,021M; -4% YoY Other Q3 Metrics: 🔹 Non-IFRS Oper Margin: 29.5%; +1.2pp YoY 🔹 Non-IFRS Cloud Gross Margin: 74.3%; -0.8pp YoY 🔹 IFRS EPS: €1.96; +14% YoY 🔹 Free Cash Flow: €1,718M; +36% YoY Capital Return: 🔹 Share Repurchases: ~€4.2B under the program Key Updates: 🔹 Outlook: Cloud revenue and cloud & software revenue are expected toward the upper end of their ranges 🔹 Acquisition: SAP entered into an agreement to acquire TechWolf

$RTX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.97B (Est. $24.08B) 🟢; +11% YoY 🔹 Adj. EPS: $2.26 (Est. $1.78) 🟢; +33% YoY 🔹 Adj. Oper Profit: $3.99B (Est. $3.15B) 🟢 🔹 Adj. Net Income: $3.09B (Est. $2.42B) 🟢 Raises FY26 Guide: 🔹 Sales: $97.0B-$97.5B (Est. $96.07B) 🟢 🔹 Adj. EPS: $7.65-$7.75 (Est. $7.24) 🟢 🔹 Organic Sales Growth: +10%-+11%; from +8%-+9% 🔹 FCF: $9.0B-$9.2B; from $8.50B-$8.75B Cash Flow: 🔹 Operating Cash Flow: $2.87B; vs $4.64B LY 🔹 Free Cash Flow: $2.12B; vs $4.03B LY Segment Sales: 🔹 Collins Aerospace: $8.38B; +10% YoY 🔹 Pratt & Whitney: $9.23B; +10% YoY 🔹 Raytheon: $8.03B; +14% YoY Other Q3 Metrics: 🔹 Organic Sales Growth: +12% YoY 🔹 Backlog: $340B 🔹 Commercial Backlog: $176B 🔹 Defense Backlog: $164B Key Updates: 🔹 Adj. EPS includes $0.25 from IEEPA cost recovery 🔹 GAAP EPS: $1.89, including $0.26 of acquisition accounting adjustments and $0.11 of restructuring and other net significant and/or non-recurring items 🔹 Customer Bankruptcy: net pre-tax charge of approximately $0.4B related to a customer bankruptcy at Pratt & Whitney 🔹 Awarded Tomahawk and AMRAAM multi-year undefinitized production contracts Comments: 🔸 “Demand for our products remains robust with over $81 billion of new commercial and defense awards, resulting in a record backlog of $340 billion,”

$MSCI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $892.0M (Est. $886M) 🟢; +12.4% YoY 🔹 Adj. EPS: $5.11 (Est. $5.02) 🟢; +14.3% YoY 🔹 Adj. EBITDA: $554.8M (Est. $551M) 🟢; +12% YoY 🔹 Adj. EBITDA Margin: 62.2% (Est. 62.4%) 🔴 FY26 Guide: 🔹 Free Cash Flow: $1,485M-$1,545M 🔹 Adj. EBITDA Expense: $1,340M-$1,370M 🔹 Operating Expense: $1,535M-$1,575M 🔹 Capex: $160M-$170M Segment Revenue: 🔹 Index: $532.6M; +18.1% YoY 🔹 Analytics: $191.0M; +4.8% YoY 🔹 Sustainability and Climate: $93.7M; +4.0% YoY 🔹 Private Assets: $74.7M; +6.7% YoY Other Q3 Metrics: 🔹 GAAP EPS: $4.86; +14.4% YoY 🔹 Net Income: $351.0M; +7.9% YoY 🔹 Adj. Net Income: $369.0M (Est. $360M) 🟢 🔹 Operating Income: $502.1M; +12.2% YoY 🔹 Free Cash Flow: $385.4M (Est. $414M) 🔴 🔹 Organic Revenue Growth: 12.3% 🔹 Total Run Rate: $3.57B; +12.1% YoY 🔹 Organic Subscription Run Rate Growth: 8.7% 🔹 Retention Rate: 95.0% 🔹 Asset-Based Fees: +24.9% YoY 🔹 Recurring Subscription Revenues: +7.7% YoY 🔹 Total Debt to Adj. EBITDA: 3.2x Key Updates: 🔹 Acquisition-related costs: $0.01/share 🔹 Acquired intangible amortization: $0.29/share 🔹 Income tax effect: -$0.05/share 🔹 Share repurchases: $552.3M during the quarter 🔹 Cash dividend: $2.05/share for Q4 2026 🔹 Agreed to acquire First Street Technology Comments: 🔸 “Thanks to these results, we entered Q4 with solid momentum and strong client engagement across our franchise.”

Travelers Q3 26 Earnings: - Revenue: $12.41B, -0.5% Y/Y - Underlying Combined Ratio: 84.1% (est 84.9%) - Consolidated Combined Ratio: 86.8% (est 91%) - Net Investment Income: $1.10B (est $1.08B) - Net Premiums Written: $11.48B (est $11.4B) - Catastrophe Loss: $538M (est $695M) - Core EPS: $9.18 vs $8.14 Y/Y

Prologis Q3 26 Earnings: - Core FFO Per Share: $1.60 (est $1.57) - EPS: $0.86 ($1.58) - Net Income: $816M (est $789.3M) - Sees FY Adjusted FFO Per Share: $6.25 To $6.29 - Sees FY EPS: $4.05 To $4.15 (prior $4.40 To $4.55)

$PNC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.56B (Est. $6.61B) 🔴; +11% YoY 🔹 EPS: $4.97 (Est. $4.92) 🟢 🔹 Adj. EPS: $5.09 🔹 Net Interest Income: $4.21B; +15% YoY 🔹 Fee Income: $2.14B; +4% YoY 🔹 PPNR: $2.81B (Est. $2.85B) 🔴 Q4’26 Guide: 🔹 Share Repurchases: approximate Q3’26 levels Segment Earnings: 🔹 Retail Banking: $1.43B; +5% YoY 🔹 Corporate & Institutional: $1.55B 🔹 Asset Management Group: $128M; +7% YoY Other Q3 Metrics: 🔹 Avg Loans: $372.2B; +14% YoY 🔹 Avg Deposits: $461.2B; +7% YoY 🔹 Net Interest Margin: 2.94% 🔹 Capital Markets & Advisory: $433M 🔹 Efficiency Ratio: 57% 🔹 Provision for Credit Losses: $189M 🔹 Net Loan Charge-Offs: $257M; +44% YoY 🔹 CET1 Ratio: 9.8% 🔹 Book Value/Share: $142.17 (Est. $148.21) 🔴 🔹 Tangible Book Value/Share: $107.64 Financials: 🔹 Net Income: $2.10B 🔹 ROTCE: 18.28% Capital Return: 🔹 Dividend: $2.00/share 🔹 Share Repurchases: $0.6B Key Updates: 🔹 Integration costs and 3Q26 significant items: $48M net income decline, a 12 cent reduction to EPS 🔹 Gains related to Visa share exchange: $11M 🔹 Visa Class B-3 derivative fair value adjustments: -$36M Comments: 🔸 “We are well positioned, and remain confident in our long-term outlook.”

$ASML Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: €11,662M (Est. €11.56B) 🟢 🔹 EPS: €12.95 (Est. €10.60) 🟢 🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢 🔹 Net Income: €5.0B (Est. €4.06B) 🟢 FY26 Guide: 🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢 🔹 Gross Margin: ~56% (Est. 54.0%) 🟢 Q4 Guide: 🔹 Net Sales: €14.2B-€15.2B (Est. €13.8B) 🟢 🔹 Gross Margin: ~57% (Est. 54.9%) 🟢 🔹 R&D Costs: ~€1.2B 🔹 SG&A Costs: ~€0.4B Capital Return: 🔹 Share Buybacks: ~€4.1B in Q3 🔹 Interim Dividend: €1.88/share Key Updates: 🔹 Supply as currently planned for both 2027 and 2028 will not fully meet customer demand 🔹 Investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated

Citigroup Q3 26 Earnings: - Revenue: $23.85B (est $23.72B) - Net Interest Income: $16.98B (est $16.64B) - Markets Revenue: $6.11B (est $6.04B) - Banking Revenue: $1.74B (est $1.71B) - Equities Sales & Trading Revenue: $1.73B (est $1.78B) - FICC Sales & Trading Revenue: $4.39B (est $4.26B) - Wealth Revenue: $3.27B (est $3.21B) - US Consumer Cards Revenue: $4.66B (est $4.75B) - Investment Banking Revenue: $1.35B (est $1.33B) - Total Cost Of Credit: $2.59B (est $2.65B) - Total Loans: $819.71B (est $803.01B) - Expects To Exceed This Year's Return Target