North America:

  • Tesla reported a 31% decline in non-GAAP EPS and a 3.5 point drop in adjusted EBITDA margin to 15% in Q3 2025, despite record revenue growth and a recall of 63,619 Cybertrucks in the U.S.
  • Honeywell increased third-quarter sales, beat earnings estimates, and raised full-year and 2025 earnings guidance, driven by aerospace demand.
  • IBM surpassed Wall Street estimates in Q3 2025 with strong revenue and profit from AI and infrastructure growth, despite a slowdown in cloud software.
  • Textron exceeded third-quarter earnings expectations due to growth in aviation and Bell helicopter segments, announcing Lisa Atherton as President and CEO effective January 4, 2026.
  • T-Mobile exceeded Q3 earnings expectations with record subscriber growth from iPhone upgrades and premium plan enrollments.
  • Google invested in THG Ingenuity and is exploring a partnership with Anthropic for AI chips in cloud computing.
  • Lazard reported robust Q3 performance in financial advisory and asset management with record revenue and inflows.
  • Citigroup reorganized its leadership, appointing CEO Jane Fraser as board chair with a $25 million stock award.
  • West Pharma increased its annual profit forecast due to strong demand for drug components for GLP-1 therapies.
  • Williams Companies divested upstream assets to focus on LNG interests.

Europe:

  • Unilever exceeded Q3 2025 expectations with strong sales growth in beauty products, planning a strategic demerger of its ice cream business.
  • Kering experienced a share price rally due to positive sales results and strategic divestitures, despite a revenue decline in Q3 2025.
  • Airbus, Leonardo, and Thales are forming a joint venture to compete with SpaceX, driven by strong revenue and order growth in defense sectors.
  • Nokia exceeded third-quarter expectations with strong financial performance and network sales growth.
  • Atlas Copco exceeded Q3 2025 expectations with strong earnings and stable order volumes.
  • Volvo Cars surpassed Q3 2025 expectations due to effective cost management and collaboration with Geely suppliers.
  • Nidec Corp retracted its earnings guidance and canceled dividend and share buyback plans due to an investigation into accounting irregularities.
  • JERA acquired a shale gas asset in Louisiana for $1.5 billion.
  • Woodside Energy expanded its Louisiana LNG project with Williams as an investor and operator.

Rest of the world:

  • COMAC is expanding into international markets.
  • Wizz Air is negotiating with Airbus to delay the delivery of 100 aircraft due to engine issues.
  • Nexperia China stated that Dutch headquarters decisions do not affect its operations in China amidst geopolitical tensions.
  • TSMC invested $10.2 million in fixed-income securities, with Taiwan's economic growth projected to exceed 3% by 2026.