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Friday, October 23, 2026

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Economy · Friday, October 23, 2026

Companies cite energy costs as they report quarterly results

The File desk · Oct. 23, 2026, 7:00 a.m. ET

Partially confirmed1 primary sources

Status

American Airlines and Lockheed are in their own stories, from filings this desk opened. The other company figures are the economy desk's reads of filings and were not re-fetched. No share-price moves are included.
Several large companies reported results on Thursday and described energy, fuel, or commodity costs in the documents. This note lists the figures the filings state. It does not match the figures to a forecast, and it does not give share moves.
Procter and Gamble reported net sales of $23.3 billion, up 4 percent, and an after-tax commodity, energy, and transport headwind of about $1.4 billion. Those figures are the economy desk's read of the filing.
Why it matters (Estimate). The cost lines are the part a household can compare with fuel and grocery prices. A stock listing is a company announcement, not a market call. (Estimate.)
Honeywell reported sales of $5.0 billion. Union Pacific reported operating revenue of $7.2 billion. Western Digital reported revenue of $4.38 billion. Bloom Energy reported revenue of $1,235.8 million, and said it was added to the S&P 500. Newmont reported net income of $2.5 billion. Each line is the economy desk's read of that company's filing, and this story does not give a share move.
How we know

Notes

  1. 1.Economy desk reads, not re-opened for this pass. Procter and Gamble: net sales of $23.3 billion, up 4 percent, and a commodity cost headwind of approximately $1.4 billion after tax. https://www.sec.gov/Archives/edgar/data/80424/000008042426000250/fy2627q1jas8-kexhibit991.htm Honeywell: sales of $5.0 billion, up 1 percent reported. https://www.sec.gov/Archives/edgar/data/773840/000077384026000141/exhibit99-q32026earningsre.htm Union Pacific: operating revenue of $7.2 billion, up 15 percent. https://www.sec.gov/Archives/edgar/data/100885/000010088526000319/a2026-10x228xkex991earning.htm Western Digital: revenue of $4.38 billion, up 55 percent. https://www.sec.gov/Archives/edgar/data/106040/000162828026066882/a4ex991-pressreleaseq127.htm Bloom Energy: revenue of $1,235.8 million, and the company line Added to the S&P 500. https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/ex991_q326financialresults.htm Newmont: reported net income $2.5 billion. https://www.sec.gov/Archives/edgar/data/1164727/000116472726000041/newmontq32026earningsrelea.htm Spotify, Dow, and Blackstone are omitted because those filings were not opened.

What is still unknown or disputed

  • Honeywell, Union Pacific, Western Digital, Bloom Energy, Newmont, and Procter and Gamble filings were not re-opened for this pass.
  • No share-price change is printed.

Primary sources

Every claim in this story is drawn from the documents below. If a fetch failed, that is recorded on the card.

  1. Source 1

    Procter & Gamble quarterly filing

    Securities and Exchange Commission · October 22, 2026

    The economy desk read an about $1.4 billion after-tax commodity, energy, and transport headwind. This pass did not re-open the filing.

    https://www.sec.gov/Archives/edgar/data/80424/000008042426000250/fy2627q1jas8-kexhibit991.htm

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