As the fourth quarter of 2022 gets underway, investors are eagerly awaiting the earnings reports from some of the biggest names in the stock market. Today, we’re seeing some impressive results from companies across various sectors, including aerospace, logistics, and energy. Here’s a roundup of the key takeaways from today’s earnings updates:

AerCap Holdings (AER): Q3 EPS beat $6.56 vs. $4.56 on revenue that came in ahead of expectations at $2.42 billion vs. $2.15 billion. The company also announced a $783 million stock buyback program in the quarter. The company raised its full-year EPS guidance to $20.70 vs. $16.80 prior, driven partially by gains. The company will hold a call at 8:30am with an implied move of 4%.

Limestone Holdings (LSTR): Q3 EPS of $1.42 beat $1.66 on revenue of $1.51 billion in line with consensus. Operating income of $65 million was below $74 million consensus. However, truck revenue per load was up 25% year over year, and loads were up 3%. The company noted that Q3 was impacted by highly elevated insurance costs. The company will hold a call at 4:30pm.

Fortress Transportation and Investment (FTV): Q3 EPS beat $0.77 vs. $0.70 on sales of $1.11 billion vs. $1.07 billion. The company raised its guidance to $3.10-3.14 vs. $2.95-3.05 prior, driven by improved pricing and higher volumes. The company will hold a call at noon with an implied move of 9%.

Cullen/Frost Bankers (CLH): Q3 EBITDA beat $456 million vs. $408 million on better top-line revenue of $1.87 billion vs. $1.73 billion. The company raised its full-year EBITDA forecast and announced Eric Gerstenber as CEO. The company will hold a call at 9am with an implied move of 6%.

Liberty Formula One (LFUS): Q3 EBITDA beat $226 million vs. $204 million on sales of $767 million below $792 million consensus. EPS ahead $5.79 vs. $4.97. The company guided Q4 EPS way above $5.05-5.25 vs. $4.16. The company will hold a call at 9am with an implied move of 9%.

OGE Energy (OGE): 3Q EPS of $1.52 beat Street at $1.37. Operating revenue of $1.18 billion vs. Street at $1.12 billion. FY guidance: EPS of $2.62-$2.68 vs. prior guidance of $2.38-$2.48 billion vs. Street at $2.46 – cited weather than normal weather. The company will hold a call at 9am.

Parsons (PSX): 3Q adj EPS of $14.08 beat Street at $12.08. Midstream adj pretax income of $702 mn vs. Street at $721 mn. Chems adj pretax income of $311 mn ahead of Street at $217 mn. Refining adj pretax income of $6.06 bn vs. Street at $5.11 bn. Refining margin / bbl ahead at $38/b vs. Street at $36.18/b. The company has $5.85 billion in cash on balance sheet. The company will hold a call at 12 PM ET with a 3% implied move.

GATX Corporation (GATX): Q3 EPS $9.36 beneath $9.5 consensus on lower topline $5.4 billion vs. $5.58 billion. The company acquired 14 dealerships year to date with total expected annual revenue of $2 billion. Dispositions in the US were $505 mm in annualized revenue. The company will hold a call at 9am.

Teleflex (TFX): Q4 beat $3.14 vs. $3.07 on in-line revenue $5.31 billion vs. $5.29 billion. The company guided Q4 EPS above $5.05-5.25 vs. $4.16. The company will hold a call at 12 PM ET.