Daily S&P 500 Earnings Recap

Friday, November 6, 2026 — reported before the open

Six S&P 500 companies reported this morning. Five of the six beat on both EPS and revenue (on the adjusted basis shown); Charter beat on adjusted EPS and revenue but posted a GAAP loss on a large noncash impairment. KKR did not report today — it reports Monday, November 9.

Today’s Reporters

Ticker	Company / Sector	EPS Actual vs. Est.	Revenue Actual vs. Est.	Beat / Miss	Stock Move (Nov 6)
MRNA	Moderna Health Care	$0.38 vs. −$1.10	$1.31B vs. $890.25M	Beat / Beat	+$12.73 (+5.27%) $254.19 (prev. $241.46)
HUM	Humana Health Care	−$0.70 adj. vs. −$1.00 (GAAP EPS $1.33)	$41.16B vs. $40.87B	Beat / Beat	+$21.95 (+5.33%) $433.74 (prev. $411.79)
VST	Vistra Utilities	$3.25 vs. $2.98	$6.35B vs. $6.03B	Beat / Beat	+$11.91 (+10.55%) $124.80 (prev. $112.89)
PPL	PPL Utilities	$0.54 ongoing vs. $0.53 (GAAP EPS $0.49)	$2.50B vs. $2.41B	Beat / Beat	−$0.20 (−0.56%) $35.80 (prev. $36.00)
BEN	Franklin Resources (Franklin Templeton) Financials — fiscal Q4 2026	$0.94 adj. vs. $0.77 (GAAP EPS $0.72)	$2.43B vs. $2.36B	Beat / Beat	+$1.52 (+4.72%) $33.73 (prev. $32.21)†
CHTR	Charter Communications Communication Services	$21.70 adj. vs. $9.08 (GAAP EPS −$20.50 vs. $8.90)	$14.92B vs. $13.50B	Beat adj. / Beat GAAP miss	−$7.79 (−6.19%) $118.07 (prev. $125.86)

Takeaways

MRNA — Moderna: COVID vaccine sales drove the beat; 2026 revenue growth outlook raised to 15–25% from up to 10%.

HUM — Humana: Narrower adjusted loss than expected; FY 2026 adjusted EPS guidance raised to at least $9.50 (from at least $9.00) and GAAP guidance to at least $15.09.

VST — Vistra: AI power demand in focus; Q3 adjusted EBITDA $2.378B, up more than 50% year over year; 2026 EBITDA guidance narrowed/raised to $7.1–$7.5B.

PPL — PPL: Revenue up 11.5% year over year; 2026 ongoing EPS guidance narrowed to $1.92–$1.96, 2027 guidance $2.06–$2.14, long-term EPS growth target raised to 7–9% through at least 2030. Shares eased despite the beat.

BEN — Franklin Templeton: Alternatives AUM hit a record $305B; $20.8B of long-term net inflows cited in coverage.

CHTR — Charter: Cox acquisition (closed Aug 19, 2026) lifted reported revenue, but a $6.33B noncash franchise impairment, internet subscriber losses of 233,000, and pro forma revenue down 1.5% to $16.51B weighed on the stock.

Next Up — Monday, November 9, 2026

• KKR — KKR & Co. (before the open, confirmed): EPS est. $1.41–$1.58 depending on vendor (MarketBeat $1.41; TipRanks $1.58).
• CEG — Constellation Energy (before the open, confirmed): EPS est. $3.90, revenue est. $9.23B–$9.47B depending on vendor.
• FERG — Ferguson Enterprises (before the open, confirmed): EPS est. ~$3.31–$3.37.
• NRG — NRG Energy (before the open, confirmed): EPS est. $3.35 (TipRanks).
• OXY — Occidental Petroleum (after the close, confirmed per Quant500): EPS est. ~$1.43–$1.45.
• TTWO — Take-Two Interactive (after the close, confirmed): EPS est. $0.97 (TipRanks).
• TTD — Trade Desk (after the close, confirmed per Quant500).

Also on the calendar: Berkshire Hathaway (BRK.B) reports Saturday, November 7 (TipRanks calendar, forecast EPS $5.88). Quant500 lists 8 S&P 500 companies reporting in the week of Nov 9–15.