Friday, October 23, 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 MarketSLBGRCATLX
Before Market Open3 companies
Earnings previewUtilities & Energy · Q3 · Fri, Oct 23 · before market

Slb SLB

EPS est. $0.62Revenue est. $9.27BMkt cap $73BPrice $49.50
+1% 5 days · −3% 20 days · +29% this year · 18% below 52-week high

SLB makes factory-built cooling and power modules for AI data centers and sells oilfield technology and services.

Past beats
Consistent, mostly modest
The bar
Above last quarter
Momentum
Negative
Neighbours
Mostly supportive
What moves it
Data center run-rate
Report day
Small moves past moves, both ways

Where the evidence pointsRevenue estimates are $9.27B and EPS $0.62, above last quarter; the data center run-rate and Middle East recovery decide the read.

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Earnings previewCooling · Q3 · Fri, Oct 23 · before market

The Gorman-Rupp GRC

EPS est. $0.69Revenue est. $181.6MMkt cap $2BPrice $71.89
−3% 5 days · −2% 20 days · +51% this year · 22% below 52-week high

Gorman-Rupp makes pumps and pump systems for water, fire and industrial liquid handling; it is a mechanical-equipment supplier with no assessed AI exposure from a call.

Past beats
EPS beats, revenue mixed
The bar
Below last quarter
Momentum
Flat
Neighbours
None documented
What moves it
Revenue versus estimate
Report day
Moderate moves past moves, both ways

Where the evidence pointsEPS beats have been the pattern, revenue is mixed, and the read turns on sales versus the $182M estimate and EPS versus $0.69.

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Earnings previewNatural Resources · Q3 · Fri, Oct 23 · before market

Atlas Lithium ATLX

EPS est. —Revenue est. —Mkt cap $68MPrice $2.26
−1% 5 days · −22% 20 days · −47% this year · 65% below 52-week high

Atlas Lithium is developing a hard-rock lithium project in Brazil to produce spodumene concentrate for battery storage, an indirect link to AI-driven electricity demand.

Past beats
Mostly missed
The bar
No estimates available
Momentum
Negative
Neighbours
None documented
What moves it
Neves capital contracts
Report day
Big moves past moves, both ways

Where the evidence pointsWith no analyst estimate, the read hinges on Neves’s 71% contracted capital budget and any sign of lithium concentrate output; past revenue has mostly missed.

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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.