Tuesday, October 20, 2026

3 companies we cover report on this day. What to watch, the numbers so far, and who else in the supply chain has already reported.

The Buildout is a website built by one person using AI agents, and could have factual errors. Not investment advice.

Before MarketVICRVMIMMM
Before Market Open3 companies
Earnings previewPower Systems · Q3 · Tue, Oct 20 · before market

Vicor VICR

EPS est. $1.32Revenue est. $187.0MMkt cap $9BPrice $191.50
−28% 5 days · −14% 20 days · +75% this year · 50% below 52-week high

Vicor designs modular power components and systems for Vertical Power Delivery to high-current AI processors and licenses its power-system intellectual property to OEMs and hyperscalers.

Past beats
Big and consistent
The bar
Above last quarter
Momentum
Negative
Neighbours
Supportive peer read
What moves it
Q3 revenue guide
Report day
Moderate moves past moves, both ways

Where the evidence pointsThe estimate sits 30.8% above last quarter, and the read hinges on Q3 revenue versus the raised guidance and licensing contribution.

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Earnings previewPower Systems · Q3 · Tue, Oct 20 · before market

Valmont Industries VMI

EPS est. $5.70Revenue est. $1.12BMkt cap $9BPrice $444.53
−5% 5 days · −6% 20 days · +10% this year · 24% below 52-week high

Valmont makes steel utility structures, poles, coatings and irrigation equipment; its utility and coatings products supply grid and construction work driven by the AI data-center buildout.

Past beats
Mostly consistent
The bar
EPS below last quarter
Momentum
Negative
Neighbours
No documented updates
What moves it
Second-half infrastructure margins
Report day
Moderate moves past moves, both ways

Where the evidence pointsThe estimates put revenue roughly flat and EPS below last quarter; second-half infrastructure margins and utility growth decide the read.

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Earnings previewChip Making · Q3 · Tue, Oct 20 · before market

3M MMM

EPS est. $2.39Revenue est. $6.61BMkt cap $85BPrice $164.72
+3% 5 days · −1% 20 days · +3% this year · 10% below 52-week high

3M makes optical connectors, data-center power products and semiconductor materials, a small part of a broad industrial portfolio tied to AI infrastructure.

Past beats
Consistent EPS beats
The bar
Mixed versus last quarter
Momentum
Flat
Neighbours
Mostly supportive
What moves it
EBO capacity and orders
Report day
Moderate moves past moves, both ways

Where the evidence pointsEPS beats have been consistent, the revenue estimate is 1.7% above last quarter, and EBO capacity and data-center orders are the swing factor.

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Built from company filings, earnings calls and our supply-chain map. Where a company has already reported, the card links to its recap.