Thursday, October 22, 2026
16 companies we cover report on this day. What to watch, the numbers so far, and who else in the supply chain has already reported.
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Dow DOW
Dow makes commodity and specialty chemicals, including liquid-cooling fluids and silicones for data centers, a narrow part of its portfolio tied to AI infrastructure.
Where the evidence pointsEstimates sit 7.3% below last quarter on revenue with EPS at $0.61; the swing factor is the Q3 EBITDA guide and self-help delivery.
Honeywell International HON
Honeywell makes building, industrial, and process automation, including fire and security systems for data centers, putting it among suppliers of automation and controls for AI infrastructure.
Where the evidence pointsEPS beat five straight quarters, revenue is mixed, revenue estimate is 3.5% below last quarter; Process Automation backlog conversion and orders decide the read.
Union Pacific UNP
Union Pacific runs freight trains across 23 western states; its AI link is indirect, with data-center construction as one demand driver in its Industrial pipeline.
Where the evidence pointsThe $7.14B revenue and $3.47 EPS estimates sit above last quarter; the read depends on operating ratio, pricing and merger progress.
Dover DOV
Dover makes heat exchangers, quick-disconnect couplings, cryogenic components and pumps used in data-center liquid cooling.
Where the evidence pointsThe numbers point to steady EPS beats and mixed revenue, with heat-exchanger capacity and refrigeration throughput as the swing factors.
Carpenter Technology CRS
Carpenter Technology makes premium specialty alloys for jet engines, data-center power turbines and semiconductor production equipment.
Where the evidence pointsAnalysts expect $831M revenue and $3.04 EPS, below last quarter; Q1 operating income versus the $195M–$200M guide is the swing factor.
Allegion ALLE
Allegion makes doors, door hardware, locks and electronic access control for commercial buildings and data centers, an indirect supplier to the AI buildout.
Where the evidence pointsRevenue estimates sit 1.2% below last quarter, EPS estimates sit above last quarter, and the data center vertical and International recovery decide the read.
CBRE Group CBRE
CBRE provides project management, facilities management and entitled land for AI data centers.
Where the evidence pointsAnalysts model $11.79B revenue and $1.97 EPS, above last quarter; data center services growth and the $7.80–$7.90 core EPS guide decide the read.
Blackstone BX
Blackstone is an alternative asset manager that owns data centers, power and energy assets and finances the AI compute buildout.
Where the evidence pointsEstimates sit below last quarter, while EPS has beaten five straight; data center leasing and realization timing decide the read.
Nokia Oyj NOK
Nokia makes optical, IP and radio networking equipment and software that carries AI and telecom traffic between data centers and across networks.
Where the evidence pointsAnalysts estimate $5.73B revenue and $0.08 EPS; the read hinges on AI & Cloud order conversion and Q3 profit phasing.
PG&E PCG
PG&E operates a California electric and natural gas utility that supplies and connects large loads, including data centers, placing it in the grid layer of the AI buildout.
Where the evidence pointsThe $6.82B revenue and $0.42 EPS estimates compare with $5.90B and $0.40 last quarter; the 1.8 GW 2030 data center target is the swing factor.
MaxLinear MXL
MaxLinear designs communications chips, including optical DSPs for 800G data-center links, placing it in the AI interconnect buildout.
Where the evidence pointsWith $215M revenue and $0.56 EPS estimates, the read rests on optical data center revenue, the Keystone 800G ramp and the next quarterly guide.
TTM Technologies TTMI
TTM Technologies makes printed circuit boards and substrates that carry power and signal between chips in AI servers, switches and defense systems.
Where the evidence pointsAnalysts put $1.13B revenue and $1.25 EPS above last quarter; the read hinges on the N+M PCB ramp and yields.
Knowles KN
Knowles makes specialty capacitors, RF filters, microphones, and balanced armature speakers for defense, industrial, medtech, electrification, and hearing health; management does not frame it as AI-driven.
Where the evidence pointsEvidence points to results near the $172M revenue and $0.36 EPS estimates, with bookings and Precision Devices margins as the swing factors.
Comfort Systems USA FIX
Comfort Systems installs and services mechanical and electrical systems for data centers, a contractor in the AI infrastructure buildout.
Where the evidence pointsAnalysts' $3.40B revenue and $12.85 EPS estimates are above last quarter's $3.27B and $12.53, with backlog conversion and data-center revenue mix the swing factors.
Bloom Energy BE
Bloom Energy builds solid-oxide fuel cells that generate on-site electricity for AI data centers.
Where the evidence pointsEstimates are $1.06B revenue and $0.69 EPS, flat revenue and lower EPS than last quarter; the swing factor is full-year guidance and backlog conversion.
Western Digital WDC
Western Digital makes high-capacity hard disk drives that hyperscale data centers use to store AI-generated data.
Where the evidence pointsEstimates sit above last quarter's revenue and EPS, and the read hinges on nearline exabyte growth, 40TB ePMR ramp, and long-term agreements.