GFL

GFL Environmental is expected to report Q3 2026 earnings of $0.20 per share (up 17.7% YoY) with revenues of $1.49 billion (up 20.9% YoY) on October 28. The company has a positive Earnings ESP of +5.00% combined with a Zacks Rank #3 (Hold), suggesting it will likely beat consensus estimates. However, recent estimate revisions have been downward (13.62% lower in 30 days), and the company missed expectations in the last quarter.

Republic Services is expected to report Q3 2026 earnings of $1.92 per share (up 1.1% YoY) with revenues of $4.41 billion (up 4.7% YoY) on October 29. However, the company has a negative Earnings ESP of -0.11% combined with a Zacks Rank #3, making it difficult to predict an earnings beat. Despite a strong historical track record of beating estimates, recent analyst revisions have turned bearish.

FactSet (FDS) is leveraging AI capabilities and model context protocol (MCP) solutions to drive revenue growth, with AI offerings contributing over 10% of new annual subscription value in Q4 fiscal 2026. The company achieved 14% free cash flow growth to $707M and doubled share repurchases. However, FDS faces headwinds from intensifying AI competition, slowing ASV growth moderation to 5-6.5% in fiscal 2027, and margin pressures from infrastructure investments, leading to a Hold rating.