Wall Street is on a roll today, with seven stocks reporting big beats in profit and outlook. The highlights include:

* DINO: 3Q adj EPS of $11.75 vs Street at $8.18, adj EBITDA of $2.98 bn vs Street at $2.11 bn, and returned $572 mn during the quarter. The company also announced the planned separation of its Lubricants business, which is expected to be completed over the course of 2027.
* CSTM: Q3 revenue beat at $2.64bn vs cons $2.50bn, adj EBITDA came in higher at $280mn vs cons $251mn. The company raised its adj EBITDA guidance for the full year to $1.03-$1.06bn vs prior guidance of $980mn – $1.02bn and cons $1.04bn.
* WERN: Q3 EPS $0.16 below $0.24 consensus on revenue that came in line $951mm vs. $954mm. While the miss was expected due to pre-announcement, the company still announced a boost in buyback to $20bn from $10bn.
* GEV: Q3 revenue beat $12.64bn vs. $12bn and EBITDA ahead $1.94bn vs. $1.68bn. EPS $4.81 vs. $4.01bn. Full year higher – sales $47bn (consensus $46bn), EBITDA $6.6bn (consensus $6.34bn) and free cash flow $16-17bn. The company also announced an acquisition of Trench Group for $9bn to be funded with cash and debt.
* MAS: Q3 EPS beat $1.19 vs. $1.02 on topline ahead $1.97bn vs. $1.93bn. EPS for full year up $4.65-4.75 vs. $4.40-4.60 prior. Plumbing Products $1.34bn revenue ahead of $1.29bn consensus with Decorative Architectural products sales in line $628mm. EBIT big beat in the quarter $351mm vs. $316mm.
* HAYW: Q3 EPS beat $0.18 vs. $0.15 on sales of $260mm ahead of $252mm consensus. Full year EPS $0.86-0.88 from $0.84-0.87 on sales of 5-6% growth for the full year.
* ODFL: Q3 EBIT beat $453mm vs. $446mm on sales $1.59bn vs. $1.57bn. All eyes on October.

These positive reports have led to significant implied moves in the stock prices, with some companies seeing increases of 7% or more. It’s a great day to be a Wall Street investor!