Wednesday, October 21, 2026
13 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.
Teledyne Technologies TDY
Teledyne makes sensors, cameras, optics and test instruments for defense, space, industry and data centers, with AI-linked demand at the margin from optical switching, networking test gear and machine vision.
Where the evidence pointsFive straight revenue and EPS beats sit against a revenue estimate 0.6% below last quarter; orders and backlog decide the read.
NextEra Energy NEE
NextEra sells electricity, generation, storage and gas logistics to data centers and other large loads, supplying power infrastructure for the AI buildout.
Where the evidence pointsThe numbers hinge on whether revenue reaches the $8.73B estimate after five misses, while the FPL large-load signing is the swing factor.
Texas Instruments TXN
Texas Instruments makes analog and embedded chips that manage power and signals, including power conversion and management chips for data-center racks.
Where the evidence pointsEstimates are $5.92B revenue and $2.42 EPS, above last quarter; Q3 guidance is $5.65B–$6.15B and $2.23–$2.57 EPS, with data-center growth and pricing deciding the read.
Reliance Steel & Aluminum RS
Reliance distributes and processes carbon steel, aluminum and stainless into data-center construction and equipment, an indirect supplier in the AI buildout.
Where the evidence pointsAgainst $4.74B and $6.83 estimates, past revenue is consistent and EPS mixed; Q3 EPS guide, border-wall shipments and LIFO expense decide the read.
Tesla TSLA
Tesla makes electric vehicles and grid-scale battery storage, including Megapacks used in AI data centers, and funds AI compute and robotaxi work.
Where the evidence pointsRevenue estimate is 1.1% below last quarter, EPS estimate is above, and storage margin plus CapEx shape the read.
United Rentals URI
United Rentals rents construction and specialty equipment, including the fleet contractors use for data centers, power projects and semiconductor fabs.
Where the evidence pointsEstimates sit 6.8% above last quarter's revenue and at $13.97 EPS; the Q3/Q4 CapEx split and flat-margin promise are the swing factors.
Lam Research LRCX
Lam Research makes etch, deposition, clean and packaging equipment that AI chip fabs depend on.
Where the evidence pointsEstimates sit 21.0% above last quarter and near the $8.1B September guide; clean-room orders and the WFE outlook decide the read.
Meta Platforms META
Meta Platforms sells ads across Facebook, Instagram, WhatsApp and Threads; it also builds AI models, data centers and AI glasses.
Where the evidence pointsRevenue estimates sit 4.2% above last quarter, with Q3 revenue guidance of $61B-$64B and 2026 CapEx of $130B-$145B as the swing factors.
Graco GGG
Graco makes fluid-handling pumps and coating equipment used in semiconductor and data-center construction.
Where the evidence pointsEstimates sit just below last quarter, while revenue has missed four of five reports; Q3 revenue guidance and bookings are the swing factors.
Kinder Morgan KMI
Kinder Morgan operates natural gas pipelines, storage, and terminals that move fuel to power plants and LNG terminals, linking AI-driven power demand to midstream gas infrastructure.
Where the evidence pointsEstimates: $4.38B revenue and $0.32 EPS versus last quarter's $4.48B and $0.37; project sanctions and $10B opportunity-set backlog conversion are the swing.
Liberty Energy LBRT
Liberty Energy provides hydraulic fracturing services to oil and gas producers and builds on-site power generation for AI data centers.
Where the evidence pointsRevenue estimate is 1.0% above last quarter while EPS estimate is $0.07 versus $0.09; power buildout milestones and frac pricing decide the read.
Martin Midstream Partners MMLP
Martin Midstream moves, stores, and processes petroleum products, sulfur, and specialty lubricants on the U.S. Gulf Coast; no AI buildout segment is disclosed.
Where the evidence pointsThe numbers point to a $208M revenue estimate and −$0.10 EPS, with full-year Adjusted EBITDA guidance of $90.0M as the swing factor.
Element Solutions ESI
Element Solutions makes specialty chemicals and materials for AI chips, circuit boards and thermal systems, sitting in the materials layer of the AI buildout.
Where the evidence pointsEPS beat in all four reports and the EBITDA range was raised; with revenue estimated 1.6% below last quarter, Electronics organic growth decides the read.