Allogene (ALLO) Q2 2026 Earnings Call Transcript

Allogene Therapeutics (ALLO) reported Q2 2026 EPS loss of 13 cents, narrower than the Zacks Consensus loss of 16 cents, helped by lower R&D costs. Collaboration revenue from related parties was $4.6 million. Cash, cash equivalents and investments rose to $423.6 million after a $200.4 million April offering. The company reiterated 2026 operating expense guidance and expects ALPHA3 interim EFS data in mid-2027.

Allogene Therapeutics, Inc. (ALLO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Allogene Therapeutics Reports Second Quarter 2026 Financial Results and Business Update • Pivotal Phase 2 ALPHA3 Program in 1L Large B-cell Lymphoma (LBCL): ◦ Recent Interim Futility Analysis Supports Cemacabtagene Ansegedleucel’s (Cema-Cel) Potential as an Outpatien

Lockheed Martin (LMT) reported Q3 EPS of $7.97, beating estimates, and raised its full-year revenue forecast to $80B-$82B. Blackstone (BX) beat EPS estimates with $1.32, and shares rose 8.4%. Procter & Gamble (PG) reported Q1 EPS of $2.00, beating estimates, with sales up 4%. Equifax (EFX) saw Q3 revenue rise 10%, with mortgage revenue up 15%, despite market weakness. Shares of all companies rose following earnings reports.

American Express (AXP) reported Q3 2026 revenue of $20.1B, up 9% YoY, with GAAP EPS of $5.42 and adjusted EPS of $4.68. Net card fees grew 17%, while billed business rose 8%. The company reaffirmed 10% revenue growth guidance and raised EPS guidance. It also announced a $336M restructuring charge and increased legal reserves. AXP returned $2.2B to shareholders through buybacks and dividends. International spend grew 11%, and new card acquisitions totaled 3.1M, with 76% on fee-paying products.

Rexford Industrial Realty (REXR) reported Q3 2026 earnings, highlighting record leasing but negative cash releasing spreads averaging low- to mid-teens over the next few years. Core FFO per share declined $0.03 sequentially, and portfolio occupancy is at 91%, below the 94-95% target. Tenant improvements and leasing commissions increased due to longer-term deals. Management expects flat market rents and potential upside if rents accelerate.

Newmont Corp (NEM) reported Q3 2026 with $1.9B free cash flow, $2.20 adj. EPS, and improved cost guidance. It returned $1.9B to shareholders. Tanami expansion is ahead of schedule, but 2027 costs may rise due to macroeconomic factors and El Nino risks. Red Chris project saw scope changes and higher capital estimates. NEM updated Nevada Gold Mines joint venture.