Company News for Sep 30, 2026

FICO crashed 26.5% following regulatory changes to mortgage pricing implemented by the Federal Housing Finance Agency. The move marks the steepest single-day decline among the four companies reporting results.

CCL surged 13.4% after beating earnings estimates, delivering the strongest gain in the group. KMX climbed 4.7% on strong quarterly results, while MTN rose 2.3% despite posting a loss that came in narrower than Wall Street expected.

The FHFA pricing changes directly impact FICO's credit-scoring business model in the mortgage market, triggering the sell-off. No specific earnings figures were disclosed for the individual companies, but the market reactions reflect sharp divergence in sentiment. Cruise operator CCL led the winners as consumer discretionary demand signaled resilience, while the regulatory shift for FICO represents a structural headwind rather than operational weakness.