Each material 8-K filed by an S&P 1500 company, read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
Greif reported fourth-quarter and fiscal 2026 results for the year ended September 30, 2026. Full-year net income rose to $261.5 million, and Adjusted EBITDA rose 11.7%, while fourth-quarter Adjusted EBITDA fell 3.1% to $163.0 million and Adjusted free cash flow of $279.3 million was below the company's most recent guidance range. The company also gave fiscal 2027 low-end guidance of $645 million Adjusted EBITDA and $290 million Adjusted free cash flow.
Fiscal 2026 net income was $261.5 million, or $4.54 per diluted Class A share, versus $31.6 million, or $0.55, a year earlier.
Fourth-quarter net loss narrowed to $6.5 million, or $0.11 per diluted Class A share, from a net loss of $24.3 million, or $0.42, a year earlier.
Company will close its Sweetwater paperboard mill in Austell, GA, and has achieved $105 million in cumulative run-rate cost savings, with a new target of $150 million by the end of fiscal 2027.
Fiscal 2027 low-end guidance: Adjusted EBITDA of $645 million and Adjusted free cash flow of $290 million.
DTE Energy Company furnished unaudited financial statements for its indirect subsidiary, DTE Gas Company, for the quarter ended September 30, 2026. DTE Gas reported a net loss of $29 million for the third quarter and net income of $176 million for the first nine months of 2026. These results provide transparency into the operating performance and financial condition of the utility subsidiary for shareholders.
DTE Gas reported operating revenues of $211 million for the third quarter ended September 30, 2026, compared to $207 million for the same period in 2025.
Net loss for the third quarter of 2026 was $29 million, improving from a net loss of $36 million in the third quarter of 2025.
For the nine months ended September 30, 2026, net income was $176 million, compared to $175 million for the first nine months of 2025.
U.S. Physical Therapy reported third-quarter 2026 net revenue of $223 million, up 13% year over year, but posted a loss of $1.04 per share, compared with earnings of $0.48 per share a year earlier, mainly due to a non-cash contingent earn-out charge and noncontrolling interest effects described by the company. Management reaffirmed 2026 adjusted EBITDA guidance of $102 million to $106 million and declared a quarterly dividend of $0.46 per share.
Q3 2026 net revenue was $223 million, up 13% from Q3 2025; adjusted EBITDA was $28 million versus $24 million.
Q3 2026 loss per share was $1.04 versus earnings of $0.48 per share; adjusted earnings per share was $0.80 versus $0.66.
Full-year 2026 adjusted EBITDA guidance of $102 million to $106 million was reaffirmed.
Quarterly dividend of $0.46 is payable December 11, 2026, to holders of record on November 16, 2026.
Hawaiian Electric Industries reported third quarter 2026 GAAP net income of $35 million, or $0.20 per diluted share, up from $31 million, or $0.18, a year earlier. Non-GAAP Core net income fell to $23 million, or $0.13 per share, from $33 million, or $0.19, as the company absorbed $14 million of storm costs and a $51 million Pacific Current impairment, offset in GAAP results by gains tied to its American Savings Bank stake.
Total third quarter revenues were $1.01 billion, compared with $791 million in the third quarter of 2025.
GAAP diluted EPS was $0.20 versus $0.18; Core diluted EPS was $0.13 versus $0.19.
The quarter included $64 million of pre-tax gains related to HEI's American Savings Bank investment and a non-cash $51 million pre-tax asset impairment at Pacific Current.
Hawaiian Electric recorded $14 million of incremental pre-tax storm costs for August and September, and its Core net income was $28 million versus $40 million a year earlier.
National HealthCare Corporation reported third-quarter 2026 net operating revenues of $407,971,000, up 6.6%, and adjusted net income of $28,154,000, up 13.8%. GAAP net income attributable to NHC fell to $13,637,000 from $39,239,000, and the company tied the adjusted gain mainly to 2026 facility acquisitions.
Net operating revenues were $407,971,000 for the quarter ended September 30, 2026, versus $382,661,000 a year earlier.
GAAP diluted EPS was $0.85 versus $2.50; adjusted diluted EPS was $1.76 versus $1.58.
Adjusted net income rose to $28,154,000 from $24,744,000, driven by the June 1, 2026 acquisition of five skilled nursing facilities and the July 1, 2026 acquisition of real estate from National Health Investors.
The GAAP decline reflects a $17,599,000 unrealized loss on marketable equity securities in the quarter, which the company excludes from adjusted results.
Franklin Templeton announced preliminary fourth quarter and full-year results for the period ended September 30, 2026, reporting a quarterly net income of $380.1 million, or $0.72 per diluted share, alongside $20.8 billion in long-term net inflows. Total assets under management reached $1.795 trillion, reflecting an 8% increase year-over-year.
Preliminary fourth quarter net income was $380.1 million, or $0.72 per diluted share, compared to $117.6 million, or $0.21 per diluted share, in the prior-year period.
Long-term net inflows were $20.8 billion for the quarter ended September 30, 2026, and $84.1 billion for the full fiscal year.
Total assets under management were $1.795 trillion as of September 30, 2026.
The company repurchased 2.5 million shares of its common stock for $86.1 million during the fourth quarter.
Dauch reported third quarter 2026 results with sales of $2.91 billion, up from $1.51 billion a year earlier, mainly because of the Dowlais acquisition. The company swung to a net loss attributable to Dauch of $45.3 million, or $(0.19) per share, compared with net income of $9.2 million, or $0.07 per share, a year earlier. It raised its full-year sales outlook but lowered its full-year Adjusted EBITDA range, so the results and guidance point in different directions for shareholders.
Third quarter sales were $2.91 billion versus $1.51 billion in Q3 2025; the Dowlais acquisition was the primary driver of year-over-year changes.
Net loss attributable to Dauch was $45.3 million, or $(0.19) per share, versus net income of $9.2 million, or $0.07 per share, in Q3 2025.
Adjusted EBITDA was $358.5 million, or 12.3% of sales, versus $195.7 million, or 13.0% of sales, a year earlier.
Full-year 2026 Adjusted EBITDA outlook was lowered to $1.35–$1.375 billion from $1.36–$1.425 billion, while the sales outlook was raised to $10.8–$10.875 billion from $10.6–$10.8 billion.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
Telephone and Data Systems reported third quarter 2026 total operating revenues of $306.7 million, down from $308.5 million a year earlier, and net income attributable to TDS common shareholders of $29.6 million from continuing operations, compared with $40.2 million. The company lowered TDS Telecom's 2026 revenue, Adjusted OIBDA and Adjusted EBITDA guidance, raised its capital expenditure estimate, and its board approved an incremental $250 million share repurchase authorization.
Q3 2026 diluted EPS from continuing operations was $0.26, versus $0.33 in Q3 2025; total operating revenues were $306.7 million versus $308.5 million.
TDS Telecom 2026 revenue guidance was cut to $990 million to $1,010 million from $1,000 million to $1,025 million; Adjusted OIBDA guidance was cut to $280 million to $300 million from $300 million to $320 million.
TDS Telecom capital expenditure guidance was raised to approximately $750 million from $625 million to $675 million.
The board approved an incremental $250 million share repurchase authorization; TDS repurchased about 6 million shares in the quarter at an average price of $36.65.
MSG Knickerbockers Corp. reported results for the fiscal first quarter ended September 30, 2026, which include the New York Rangers business it spun off on October 26, 2026. Revenues rose 15% to $45.5 million and operating loss narrowed to $25.5 million, but net loss widened to $31.1 million, or $1.29 per share, from $8.8 million, or $0.37 per share, a year earlier. For shareholders, the top-line and operating results improved while the bottom-line loss grew.
Revenues of $45.5 million, up $6.0 million, or 15%, from the prior-year quarter, led by $3.1 million higher league distributions and $2.6 million higher food, beverage and merchandise sales
Operating loss of $25.5 million, improved $2.0 million, or 7%; adjusted operating loss of $20.0 million, improved $0.8 million, or 4%
Net loss of $31.1 million, or $1.29 per share, versus a net loss of $8.8 million, or $0.37 per share, a year earlier
Cash and cash equivalents fell to $40.0 million at September 30, 2026, from $164.5 million at June 30, 2026, after $146.3 million of cash used in operating activities
Sunstone Hotel Investors reported third-quarter 2026 net income attributable to common stockholders of $38.7 million, or $0.21 per diluted share, compared with a net loss of $2.9 million, or $(0.02) per share, a year earlier. The company raised its full-year 2026 guidance, including adjusted FFO per diluted share of $1.00 to $1.03, up from $0.93 to $0.98, and the quarter included a $31.5 million gain on sale of assets. For shareholders, the results and higher outlook reflect stronger hotel demand and continued stock repurchases, which the company says were completed at a discount.
Third-quarter RevPAR rose 11.4% to $235.22; Total RevPAR rose 10.5% to $394.97.
Adjusted FFO per diluted share rose 17.6% to $0.20; Adjusted EBITDAre rose 8.8% to $54.5 million.
2026 guidance raised: net income attributable to common per diluted share now $0.46 to $0.49 (prior $0.37 to $0.42); RevPAR growth now 9.5% to 10.5% (prior 7.0% to 9.0%).
From the start of 2026 through November 5, 2026, the company repurchased $196.9 million of common and preferred stock, with $310.6 million remaining under its authorization.
Alpha Metallurgical Resources reported a third-quarter 2026 net loss of $9.3 million, or $0.73 per diluted share, down from a $12.3 million loss in the second quarter but up from $5.5 million a year earlier. The company also issued 2027 operational guidance and said it has committed 3.5 million tons of domestic 2027 sales at an average of $135.48 per ton.
Q3 2026 net loss of $9.3 million ($0.73 per share), versus $12.3 million ($0.96 per share) in Q2 2026 and $5.5 million ($0.42 per share) in Q3 2025
Adjusted EBITDA of $29.4 million, up from $25.6 million in Q2 2026 but down from $41.7 million in Q3 2025
2027 guidance: 14.3 million to 15.7 million total tons shipped and cost of coal sales of $104.00 to $110.00 per ton
Stacker reclaimer at Dominion Terminal Associates damaged in a June storm; replacement expected to take a lengthy time, with insurer discussions ongoing
Sylvamo reported a third-quarter 2026 net loss of $199 million, or $4.98 per diluted share, driven by a $284 million loss from discontinued operations, primarily a noncash impairment tied to its Europe business. Sales from continuing operations of $645 million and adjusted operating earnings of $53 million were both lower than a year earlier but higher than the second quarter. The company also said it entered a put option agreement with Midas Atlantic Partners for a binding offer to acquire its Europe business, which it says would leave Sylvamo more focused on Latin America and North America.
Net sales from continuing operations were $645 million, versus $662 million in Q3 2025 and $614 million in Q2 2026.
Net loss was $199 million ($4.98 per diluted share), including a $284 million loss from discontinued operations.
Adjusted operating earnings were $53 million ($1.33 per diluted share), versus $72 million ($1.79) a year earlier.
Put option agreement with Midas Atlantic Partners for a binding offer to acquire the Europe business; dividend of $0.45 per share was paid Oct. 16.
Fluor Corporation announced its financial results for the third quarter ended September 30, 2026, reporting revenue of $3.7 billion and GAAP net earnings of $158 million. The company achieved record quarterly new awards of $10.9 billion, lifting backlog to $34.3 billion, and affirmed its full-year 2026 adjusted EBITDA guidance of $500 million to $525 million.
Revenue reached $3.7 billion for Q3 2026, up 10% year over year.
New awards totaled a record $10.9 billion in the quarter, including $7.5 billion for LNG Canada Phase 2.
Backlog increased 21% year over year to $34.3 billion as of September 30, 2026.
Share repurchases totaled $300 million during the quarter and $1.1 billion year to date.
Essent Group Ltd. reported third quarter 2026 net income of $163.4 million, or $1.82 per diluted share, compared to $164.2 million, or $1.67 per diluted share, for the third quarter of 2025. The company declared a quarterly cash dividend of $0.35 per common share and announced a $500 million share repurchase authorization running through year-end 2028.
Net income for the quarter ended September 30, 2026 was $163.4 million, or $1.82 per diluted share.
Mortgage new insurance written for the third quarter of 2026 was $12.1 billion.
The Board declared a quarterly cash dividend of $0.35 per common share payable on December 10, 2026.
In November 2026, the Board approved a $500 million share repurchase authorization through year-end 2028.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Charter Communications reported its third-quarter 2026 financial and operating results, highlighted by a pro forma net loss of $2.1 billion driven largely by a $6.3 billion franchise impairment charge. The company also announced a new operating model and a plan to achieve $2 billion in annualized operating expense savings over the next 18 months, alongside the recently completed Cox Communications acquisition.
Pro forma third quarter revenue declined 1.5% year-over-year to $16.5 billion, while actual revenue rose 9.1% to $14.9 billion following the Cox Transactions.
Pro forma net loss attributable to Charter shareholders reached $2.1 billion, primarily due to a $6.3 billion franchise impairment charge.
Charter announced a new plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months.
Spectrum Mobile added 508,000 pro forma lines in the third quarter, bringing total mobile lines to 13.5 million as of September 30, 2026.
Starwood Property Trust reported a third-quarter GAAP net loss of $389.7 million, alongside Distributable Earnings of $116.8 million, or $0.31 per diluted share. The company invested $3.2 billion during the quarter and repurchased $108 million of its common shares.
GAAP net loss of $389.7 million for the third quarter ended September 30, 2026, including a $336.6 million credit loss provision.
Distributable Earnings of $116.8 million, or $0.31 per diluted share.
Invested $3.2 billion in the quarter, bringing the commercial lending portfolio to a record $17.8 billion.
Repurchased $108 million of common shares and declared a dividend of $0.48 per share.
Moderna reported third-quarter 2026 revenue of $1.3 billion and net income of $0.2 billion, returning to a profit compared to a net loss in the same period last year. Driven by this performance and pipeline progress, the company raised its full-year 2026 revenue growth outlook to 15% to 25% and increased its expected year-end cash and investments balance to between $8.1 billion and $8.3 billion. Shareholders also received updates on positive Phase 3 data for intismeran in melanoma and the U.S. FDA approval of the mFLUSIVA vaccine.
Third-quarter 2026 total revenue grew 29% year-over-year to $1.3 billion, with GAAP net income of $162 million or $0.38 per diluted share.
Full-year 2026 expected revenue growth was raised to 15% to 25%, up from the previous expectation of up to 10% growth.
Year-end 2026 cash and investments are now projected to be $8.1 billion to $8.3 billion, bolstered by operational execution and a $2.6 billion net proceeds convertible notes offering.
Research and development expenses for 2026 are now expected to be approximately $2.7 billion, reduced from the prior estimate of approximately $2.9 billion.
JBG SMITH reported third-quarter 2026 results, with Core FFO attributable to common shares of $12.7 million, or $0.22 per diluted share, up from $9.1 million, or $0.15, a year earlier. The company also reported a net loss of $82.0 million, or $1.41 per share, compared with a $28.6 million loss a year earlier, and the loss included $69.2 million of impairment losses. For shareholders, core operating earnings improved, but the larger loss reflects write-downs on real estate.
Core FFO was $12.7 million, or $0.22 per diluted share, for the three months ended September 30, 2026, versus $9.1 million, or $0.15, a year earlier.
Net loss was $82.0 million, or $1.41 per diluted share, versus $28.6 million, or $0.48, in the prior-year quarter; impairment losses were $69.2 million.
Same Store NOI at the company's share rose 3.3% to $60.8 million, and the Same Store multifamily portfolio was 94.4% leased as of September 30, 2026.
The Board declared a quarterly dividend of $0.175 per common share, payable November 25, 2026, to holders of record as of November 12, 2026.
Elanco Animal Health Inc reported third quarter 2026 revenue of $1.265 billion, representing an 11% increase year-over-year, and net income of $18 million. Driven by strong demand and gross margin expansion, the company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted earnings per share.
Third quarter revenue reached $1.265 billion, up 11% reported and 9% organic constant currency.
Reported net income was $18 million, while adjusted EPS was $0.27.
Full year 2026 revenue guidance was raised to $5.155 billion to $5.18 billion.
Net leverage ratio improved to 2.9x Adjusted EBITDA at the end of the third quarter.
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
Marcus & Millichap reported third quarter 2026 revenue of $208.4 million, up 7.5% from a year earlier, and net income of $1.0 million, or $0.03 per diluted share, compared with $0.2 million, or $0.01, in the third quarter of 2025. The company said the results are preliminary until it files its Form 10-Q, and it expects near-term challenges in the commercial real estate market to extend through 2026.
Total revenue was $208.4 million versus $193.9 million; brokerage commissions rose 7.4% to $174.1 million, with Middle Market and Larger Transaction Market brokerage revenue up 18.1%.
Adjusted EBITDA was $8.2 million versus $6.9 million; cost of services rose to 64.0% of total revenue, up 160 basis points.
Nine-month revenue was $582.8 million, up 14.0%, and nine-month net income was $1.8 million, or $0.05 per diluted share, compared with a net loss of $15.2 million.
The company repurchased 912,957 shares for $23.9 million in the first nine months and had about $90.1 million remaining under its repurchase program as of November 3, 2026.
Ziff Davis reported unaudited third quarter 2026 results, with revenue down 5.6% from a year earlier and a swing to an operating loss of $33.6 million, including a $29.6 million goodwill impairment. Adjusted diluted EPS was $1.39 versus $1.40 a year earlier, and the company repurchased $92.0 million of its shares during the quarter. The company will discuss the results on a call on November 6, 2026.
Revenue was $289.3 million versus $306.5 million in Q3 2025; adjusted EBITDA was $82.2 million versus $97.8 million.
Net loss from continuing operations was $28.7 million, or $0.85 per diluted share, compared with a loss of $16.0 million, or $0.39 per share, in Q3 2025.
Adjusted diluted EPS was $1.39 compared with $1.40 a year earlier.
Share repurchases totaled $92.0 million in Q3 2026 and approximately $265 million for the first three quarters of 2026.
Regency Centers reported third quarter 2026 net income attributable to common shareholders of $75.1 million, or $0.41 per diluted share, alongside Nareit FFO of $1.23 per diluted share. The company raised its full-year 2026 Core Operating Earnings guidance midpoint and increased its quarterly common stock dividend by 6% to $0.800 per share. Shareholders experienced higher year-over-year Same Property NOI growth and strong leasing spreads during the quarter.
Reported Q3 2026 Net Income Attributable to Common Shareholders of $75.1 million, or $0.41 per diluted share.
Raised full year 2026 Core Operating Earnings guidance range to $4.65 to $4.67 per diluted share.
Increased quarterly common stock cash dividend by 6% to $0.800 per share.
Same Property NOI increased year-over-year by 5.1% for the third quarter of 2026.
Brighthouse Financial reported third quarter 2026 net income available to shareholders of $302 million, or $5.21 per diluted share, down from $453 million, or $7.89 per share, a year earlier. Adjusted earnings fell to $527 million, or $9.12 per share, from $970 million, or $16.87 per share, though the company said its annual actuarial review added $314 million of net favorable notable items. The company also said regulatory approvals for the pending $70.00 per share Aquarian Capital acquisition are not expected before the December 6, 2026 Outside Date, and the parties are discussing an extension.
Net income available to shareholders was $302 million, or $5.21 per diluted share, versus $453 million, or $7.89 per share, in the third quarter of 2025.
Adjusted earnings, less notable items, were $213 million, or $3.68 per diluted share, versus $261 million, or $4.54 per share, a year earlier.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities, with annuity sales down 12% quarter-over-quarter.
The merger agreement's Outside Date is December 6, 2026; the company and Aquarian Capital are discussing an extension, with no assurance of agreement.
LCI Industries reported third-quarter 2026 results on a call furnished in an 8-K. Net sales were just under $1 billion, down 4% from a year earlier, while adjusted diluted EPS rose to $2.21 from $1.97 and GAAP diluted EPS was $2.05. The company narrowed its full-year adjusted EPS outlook to $8.25 to $8.50 and said the proposed merger with Patrick Industries remains pending.
Q3 2026 net sales were just under $1 billion, down 4% year over year, mainly due to lower North American RV wholesale shipments.
Adjusted diluted EPS was $2.21 versus $1.97 a year earlier; GAAP net income was $50 million, or $2.05 per diluted share.
Full-year 2026 adjusted EPS range was tightened to $8.25 to $8.50; adjusted revenue is expected at $3.9 billion to $4 billion.
The company said it declined a Monomoy Capital proposal because its board judged it not superior to the proposed merger with Patrick Industries.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
Consolidated Edison reported third-quarter 2026 net income of $766 million, or $2.07 per share, up from $688 million, or $1.91 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 adjusted earnings per share guidance range to between $6.05 and $6.15.
Q3 2026 net income was $766 million ($2.07 per share) compared to $688 million ($1.91 per share) in Q3 2025.
First nine months of 2026 net income reached $1,998 million ($5.44 per share) versus $1,726 million ($4.84 per share) for the same period in 2025.
Full-year 2026 adjusted EPS guidance was narrowed to a range of $6.05 to $6.15 per share.
The company plans to invest approximately $797 million in climate resilience from 2026 through 2030.
Chesapeake Utilities reported third-quarter 2026 net income of $21.6 million, or $0.89 per diluted share, up from $19.4 million, or $0.82, a year earlier. The company also reaffirmed its 2026 capital expenditure guidance and its 2028 earnings guidance of $7.75 to $8.00 per share, and said it will joint venture 49 percent of the $1.2 billion Florida Energy Pathway project with NextEra Energy Resources. Shareholders may be affected by the planned equity program of up to $225 million.
Q3 2026 operating revenues were $195.8 million, up from $179.6 million; net income was $21.6 million versus $19.4 million
Nine-month 2026 diluted EPS was $4.40, up from $4.03 a year earlier
Joint venture with NextEra Energy Resources to finance and own 49 percent of the $1.2 billion, 97-mile Florida Energy Pathway project
New at-the-market equity program allows issuance and sale of up to $225 million of common stock; 2026 capital expenditure guidance of $550 to $600 million affirmed
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Monster Beverage Corporation reported third quarter net sales of $2.56 billion, representing a 16.7 percent increase compared to the same period in 2025. Net income for the quarter rose 8.4 percent to $568.4 million, or $0.29 per diluted share.
Net sales increased 16.7 percent to $2.56 billion for the third quarter ended September 30, 2026.
Net income grew 8.4 percent to $568.4 million, with diluted earnings per share at $0.29.
International net sales increased 28.1 percent to $1.20 billion, representing 47 percent of total net sales.
The company repurchased approximately 2.3 million shares for $100.0 million during the third quarter.
Camden Property Trust announced its third quarter 2026 operating results, reporting a diluted EPS of $8.71 primarily driven by a gain on the sale of its California portfolio. The company updated its full-year 2026 earnings guidance and adjusted its same-property growth forecasts.
Diluted EPS for 3Q26 was $8.71, compared to $1.00 in 3Q25.
Core FFO per diluted share for 3Q26 was $1.71, compared to $1.70 in 3Q25.
The company sold its California portfolio for approximately $1.6 billion, recognizing a gain of about $1.0 billion.
Full-year 2026 diluted EPS guidance was revised to a range of $9.42 to $9.46.
Amphastar reported third-quarter 2026 net revenues of $207.6 million, up 8% from $191.8 million a year earlier. GAAP net income was $37.8 million, or $0.87 per diluted share, compared with $17.4 million, or $0.37, in the prior-year quarter, which included a $23.1 million litigation provision. Gross margin fell to 48.0% from 51.4%, and the board authorized a $50 million increase to the share buyback program.
Net revenues $207.6 million vs $191.8 million in Q3 2025, up 8%
GAAP diluted EPS $0.87 vs $0.37; adjusted non-GAAP diluted EPS $1.14 vs $0.93
Gross margin 48.0% vs 51.4%, mainly from lower average selling prices and higher remediation-related manufacturing costs
Board authorized a $50 million increase to the share buyback program on November 4, 2026
PDF Solutions reported third-quarter 2026 revenue of $68.3 million, up 20% from a year earlier and up 11% from the second quarter, with GAAP diluted EPS of $0.16 versus $0.03 a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, but ending backlog fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier.
Total revenue $68.3 million in Q3 2026, up 20% from $57.1 million in Q3 2025
GAAP diluted EPS $0.16 vs. $0.03 in Q3 2025; non-GAAP diluted EPS $0.40 vs. $0.25
Ending backlog $247.2 million, down from $270.7 million in Q2 2026 and $292.0 million in Q3 2025
Company reaffirmed its 20% annual revenue growth target for 2026
Reinsurance Group of America reported third-quarter net income available to shareholders of $456 million, or $6.92 per diluted share, up from $253 million, or $3.81 per diluted share, in the prior-year period. Adjusted operating income was $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, a year earlier. The board declared a regular quarterly dividend of $0.98 per share payable on December 1, 2026.
Net income available to shareholders rose to $456 million, or $6.92 per diluted share, for the third quarter ended September 30, 2026.
Adjusted operating income reached $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, in the prior-year quarter.
Consolidated net premiums totaled $5.4 billion for the quarter, marking a 25.0% increase over the prior-year period.
The board of directors declared a regular quarterly dividend of $0.98 per share, payable on December 1, 2026, to shareholders of record as of November 17, 2026.
Assured Guaranty reported third quarter 2026 net income attributable to the company of $78 million, or $1.75 per diluted share, down from $105 million, or $2.18, a year earlier. Adjusted operating income also declined, to $86 million, or $1.94 per share, from $124 million, or $2.57, in third quarter 2025, so the headline profit measures fell year over year for shareholders.
Net income attributable to AGL was $78 million, or $1.75 per diluted share, versus $105 million, or $2.18, in third quarter 2025.
Adjusted operating income was $86 million, or $1.94 per share, versus $124 million, or $2.57, a year earlier.
Shareholders' equity per share fell to $122.91 at September 30, 2026 from $125.32 at December 31, 2025, while adjusted book value per share rose to $192.60 from $186.43.
Third quarter capital returned to shareholders was $27 million, including $10 million of share repurchases and $17 million of dividends.
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
Fidelity National Financial reported third quarter 2026 net earnings attributable to common shareholders of $633 million, or $2.37 per diluted share, compared with $358 million, or $1.33 per share, for the third quarter of 2025. Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, compared with $439 million, or $1.63 per share, in the prior year period. The company returned $143 million of capital to shareholders during the quarter through dividends and share repurchases.
Net earnings attributable to common shareholders were $633 million, or $2.37 per diluted share, for the third quarter of 2026.
Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, for the third quarter of 2026.
F&G's assets under management before reinsurance reached $76.2 billion as of September 30, 2026.
FNF returned approximately $143 million to shareholders in the third quarter of 2026 through $138 million of dividends and $5 million of share repurchases.
Saul Centers reported third-quarter 2026 results with total revenue up to $78.4 million from $72.0 million a year earlier, while net income fell to $12.6 million from $14.0 million. Net income available to common stockholders dropped to $6.7 million, or $0.27 per share, from $7.7 million, or $0.32 per share, and funds from operations (FFO) per share held at $0.72. Management attributed $3.7 million of the net income decline to the initial operations of Hampden House, a residential and retail property that opened on October 1, 2025.
Total revenue for the quarter ended September 30, 2026 was $78.4 million, up from $72.0 million.
Net income available to common stockholders was $6.7 million, or $0.27 per basic and diluted share, versus $0.32 a year earlier.
FFO available to common stockholders and noncontrolling interests was $25.9 million, or $0.72 per share, flat with the prior-year quarter.
As of November 2, 2026, 267 of 366 Hampden House residential units (73.0%) were leased and occupied.
Protagonist Therapeutics reported third quarter 2026 financial results, highlighted by net income of $220.0 million and license and collaboration revenue of $274.4 million, driven by partner payments following FDA approval of MIMRYLO. Cash, cash equivalents, and marketable securities reached $834.6 million as of September 30, 2026. The company also announced a $300 million share repurchase program authorized in September 2026.
Net income for the third quarter of 2026 was $220.0 million, or $3.07 per diluted share, compared to a net loss of $39.3 million, or $0.62 per diluted share, for the third quarter of 2025.
License and collaboration revenue reached $274.4 million for the third quarter of 2026, primarily driven by $266.6 million in proportional recognition from Takeda following the FDA approval of MIMRYLO.
Cash, cash equivalents, and marketable securities totaled $834.6 million as of September 30, 2026.
The Board of Directors authorized a $300 million share repurchase program announced on September 8, 2026.
F&G Annuities & Life reported third-quarter 2026 net earnings to common shareholders of $736 million, or $5.48 per diluted share, up from $114 million, or $0.85 per share, a year earlier. Adjusted net earnings fell to $96 million, or $0.74 per share, from $165 million, or $1.22 per share, and total revenues declined to $1,131 million from $1,694 million, so the headline measures point in different directions for shareholders.
GAAP net earnings to common shareholders were $736 million ($5.48 per diluted share), including $648 million of net favorable mark-to-market effects excluded from adjusted results
Adjusted net earnings were $96 million ($0.74 per share), versus $165 million ($1.22 per share) in the third quarter of 2025
Assets under management before reinsurance were $76.2 billion as of September 30, 2026, up 7% from a year earlier; net sales were $1.4 billion versus $2.8 billion
Capital returned to shareholders in the first nine months of 2026 totaled $232 million, including $112 million of dividends and $120 million of share repurchases
Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.
Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.
EOG Resources released its third quarter 2026 operational and financial results, reporting a net income of $2.78 billion and diluted net income per share of $5.33. Total operating revenues reached $8.55 billion for the quarter ended September 30, 2026.
Reported third quarter 2026 net income of $2.78 billion, or $5.33 per diluted share.
Total operating revenues were $8.55 billion for the third quarter of 2026.
Net cash provided by operating activities totaled $3.81 billion for the quarter ended September 30, 2026.
Mattel reported third quarter 2026 net sales of $1,807 million, up 4%, and diluted EPS of $1.23 versus $0.88 a year earlier. The company said the gross margin gain was primarily driven by $88 million of tariff refunds, and its revised 2026 guidance excludes those refunds. The company also named Steve Totzke President and Chief Operating Officer, effective November 11, 2026.
Q3 2026 net sales were $1,807 million, up 4% as reported and 3% in constant currency
Q3 2026 net income was $354 million, an increase of $75 million; diluted EPS was $1.23 versus $0.88
Full-year 2026 adjusted EPS guidance is $1.05 to $1.20 and adjusted operating income guidance is $500 million to $570 million, excluding tariff refunds
Steve Totzke appointed President and COO effective November 11, 2026; Roberto Stanichi resigned as President, Chief Marketing and Brand Officer, effective November 10, 2026
Callaway Golf reported third quarter 2026 net sales of $436.9 million, down 5.6% from a year earlier, while GAAP net income was $45.7 million compared with a net loss of $14.7 million in the prior-year quarter. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, but still expects fourth-quarter results to be down year over year.
Q3 Adjusted EBITDA was $35.9 million, up 17.3%; GAAP gross margin rose to 51.9%, up about 1,210 basis points.
Full-year 2026 net sales outlook raised to $2.065 billion to $2.078 billion, from $2.045 billion to $2.070 billion.
Full-year 2026 Adjusted EBITDA outlook raised to $272 million to $280 million, from $246 million to $260 million.
Q4 2026 net sales are estimated at $328 million to $341 million, versus $368 million a year earlier.
Fox Factory reported third-quarter fiscal 2026 results, with net sales down 10.1% to $338.4 million and a GAAP net loss of $109.6 million that includes a $121.3 million loss on divestitures. Adjusted EBITDA rose to $50.4 million, but that figure includes about $12 million of IEEPA tariff refunds, and the company updated its fourth-quarter outlook and narrowed its fiscal 2026 adjusted EBITDA range.
Net sales were $338.4 million, down from $376.4 million a year earlier; GAAP net loss attributable to FOX stockholders was $109.6 million, or $2.61 per diluted share, versus a $0.6 million loss a year earlier.
Adjusted EPS was $0.54 versus $0.23, and adjusted EBITDA was $50.4 million versus $44.4 million, including about $12 million of IEEPA tariff refunds.
Total debt fell to $397.4 million from $673.5 million at January 2, 2026, after the Marucci Sports divestiture closed on September 25, 2026.
Fourth-quarter outlook: net sales of $287 million to $313 million and adjusted EBITDA of $25 million to $30 million; fiscal 2026 adjusted EBITDA of $143 million to $148 million excluding tariff refunds.
Microchip Technology reported net sales of $1.622 billion for the second quarter of fiscal year 2027, representing a 42.2% increase from the same period last year. GAAP net income attributable to common stockholders reached $373.6 million, or $0.68 per diluted share, while non-GAAP net income was $559.2 million, or $0.97 per diluted share.
Net sales for the September 30, 2026 quarter were $1.622 billion, up 42.2% year-over-year and 9.2% sequentially.
GAAP EPS was $0.68 and Non-GAAP EPS was $0.97 per diluted share for the quarter.
The company returned approximately $247.6 million to common stockholders through dividends during the September quarter.
December quarter net sales are projected to be down 3% to up 1% sequentially, with a midpoint of down 1%.
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Live Nation Entertainment reported third quarter 2026 financial results, posting revenue of $10.1 billion and operating income of $892 million, driven by strong global concert attendance and ticket sales. For shareholders, the results demonstrate continued double-digit top-line growth and strong cash generation supporting ongoing venue investments.
Quarterly revenue reached $10.1 billion, representing a 19% increase compared to the third quarter of 2025.
Operating income for the quarter was $892 million, up 13% year-over-year.
Adjusted operating income (AOI) grew 14% to $1.18 billion for the third quarter.
Global fan attendance rose 19% to 61 million for the quarter, led by strong international market growth.
Moelis & Company reported third-quarter 2026 results with revenue up year over year, and its board declared a $0.65 per share quarterly dividend. The company said the revenue increase reflects higher average fees earned per completed transaction, and it reported record first nine months revenue of $1,154.7 million.
Q3 2026 GAAP revenue was $425.6 million, up from $356.9 million; adjusted revenue was $425.6 million, up 13% from $376.0 million
Q3 2026 GAAP diluted EPS was $0.74 versus $0.67; adjusted diluted EPS was $0.75 versus $0.68
Nine-month 2026 GAAP diluted EPS was $1.83 versus $1.84 in the prior year period; adjusted EPS was $1.87 versus $1.86
Quarterly dividend of $0.65 per share is payable December 17, 2026 to holders of record on November 16, 2026; cash and short-term investments were $658.7 million with no debt
AMN Healthcare reported third-quarter 2026 revenue of $717.3 million, up 13% from a year earlier, with GAAP diluted EPS of $0.83 versus $0.76 and adjusted diluted EPS of $1.16 versus $0.39. The company guided fourth-quarter revenue to $655 million to $670 million, 10-12% below the prior year, with operating margin of (0.1%) to 0.5%, so shareholders face a sharp expected slowdown after a quarter boosted by labor disruption revenue.
Q3 2026 revenue $717.3 million, up 13% year over year; GAAP net income $33.4 million
GAAP diluted EPS $0.83 vs $0.76 a year ago; adjusted diluted EPS $1.16 vs $0.39
Q3 labor disruption revenue $59 million vs $12 million in Q3 2025
Q4 2026 guidance: revenue $655-670 million, operating margin (0.1%) to 0.5%, labor disruption revenue assumed at $5 million vs $124 million in Q4 2025
Dentsply Sirona reported third-quarter 2026 net sales of $836 million, down 7.6% from $904 million a year earlier, and adjusted EPS of $0.29, down 29.4% from $0.42. GAAP results improved from a year earlier, when large impairment charges produced a $427 million net loss attributable to the company, but the company's cash flow weakened and it updated its 2026 outlook to approximately $3.5 billion in net sales and adjusted EPS of $1.20 to $1.30.
Net sales were $836 million, down 7.6% as reported and down 7.0% in constant currency.
GAAP diluted loss was $0.01 per share, compared with a $2.14 loss per share a year earlier; adjusted EPS was $0.29 versus $0.42.
The 2026 outlook calls for approximately $3.5 billion in net sales and adjusted EPS of $1.20 to $1.30, excluding a $0.17 one-time benefit from tariff refunds.
Operating cash flow was $32 million versus $79 million, and free cash flow was $0 million versus $40 million; the company repurchased shares for approximately $13 million.
DXP Enterprises reported third quarter 2026 results for the period ended September 30, 2026, with sales of $587.2 million, up 14.3% from a year earlier, and net income of $26.9 million, up 24.2%. Diluted earnings per share were $1.64 compared with $1.31 in the third quarter of 2025, and the company completed five acquisitions through the quarter.
Sales were $587.2 million versus $513.7 million in the third quarter of 2025; acquisitions contributed $48.8 million.
Net income was $26.9 million versus $21.6 million; diluted EPS was $1.64 versus $1.31.
Adjusted EBITDA was $67.3 million, up 19.0%, with an Adjusted EBITDA margin of 11.5% versus 11.0%.
Free cash flow was $14.4 million versus $28.1 million a year earlier; total debt was $839.5 million as of September 30, 2026.
Devon Energy reported third-quarter 2026 net earnings of $1.0 billion, or $0.88 per diluted share, along with $2.0 billion in adjusted free cash flow. The company raised its year-end 2026 synergy run-rate expectations to approximately $350 million and maintained its full-year guidance while providing an initial 2027 outlook.
Generated $2.8 billion of operating cash flow and $2.0 billion of adjusted free cash flow in the third quarter of 2026.
Agreed to sell Eagle Ford assets for $4.2 billion in cash on October 8, 2026, with closing expected in early 2027.
Returned $1,530 million to shareholders during the quarter through dividends, share repurchases, and debt reduction.
Raised expected year-end 2026 synergy run rate to approximately $350 million.
Global Net Lease reported third quarter 2026 revenue of $112.9 million and a net loss attributable to common stockholders of $67.1 million, with AFFO of $48.3 million, or $0.22 per share. The company raised the low end of its full-year 2026 AFFO per share guidance to $0.83 from $0.82, for a range of $0.83 to $0.85, and reaffirmed its Net Debt to Adjusted EBITDA range of 6.5x to 6.9x.
Q3 2026 revenue of $112.9 million; net loss attributable to common stockholders of $67.1 million
AFFO of $48.3 million, or $0.22 per share, for the third quarter of 2026
Full-year 2026 AFFO per share guidance now $0.83 to $0.85; gross transaction volume guidance now $750 million to $800 million
Repurchased about 6.6 million shares for $58.5 million in the third quarter; gross debt was $2.9 billion at quarter end
Northern Oil and Gas (NOG) reported third quarter 2026 record production of 156,239 Boe per day, up 19% from a year earlier, and raised its 2026 production guidance to 147,000 to 150,000 Boe per day. The company posted a GAAP net loss of $111.8 million, or $1.06 per diluted share, driven mainly by a non-cash mark-to-market loss of about $308.0 million on derivatives, while Adjusted EBITDA rose to $444.5 million. For shareholders, higher output and guidance are offset by a larger reported accounting loss and lower total revenues.
Production of 156,239 Boe per day, up 19% from Q3 2025; 2026 production guidance raised to 147,000 to 150,000 Boe per day from 143,000 to 148,000
GAAP net loss of $111.8 million ($1.06 per diluted share) versus a $129.1 million loss in Q3 2025, driven by a non-cash derivative loss of about $308.0 million
Oil and gas sales of $697.7 million, up from $482.2 million in Q3 2025; total revenues fell to $345.9 million from $556.6 million
Adjusted EBITDA of $444.5 million, up 11% from the second quarter of 2026; Free Cash Flow of $148.6 million
WillScot reported third quarter 2026 revenue of $601.3 million, up from $566.8 million a year earlier, and diluted EPS of $0.28 versus $0.24. Adjusted EBITDA fell to $233.6 million from $243.3 million, and its margin dropped to 38.8% from 42.9%. The company raised its 2026 revenue outlook to $2.340 billion but kept its Adjusted EBITDA outlook at $920 million, and it expects mid-single digit percentage Adjusted EBITDA growth in 2027.
Q3 2026 revenue $601.3 million vs. $566.8 million in Q3 2025; net income $51.6 million vs. $43.3 million
Adjusted EBITDA $233.6 million vs. $243.3 million; Adjusted EBITDA margin 38.8% vs. 42.9%; Adjusted diluted EPS $0.29 vs. $0.30
2026 outlook: revenue raised to $2.340 billion; Adjusted EBITDA maintained at $920 million; Net CAPEX outlook $400 million
Paid down $57 million of debt in the quarter; no debt maturities until August 2028; company expects leverage approaching 3.0x as it exits 2027
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
HASI reported third-quarter 2026 results on November 5, 2026, with GAAP diluted EPS of $1.04 versus $0.61 a year earlier and Adjusted EPS of $0.82 versus $0.80. The company reaffirmed its 2026 Adjusted EPS guidance of $3.55 to $3.65 and declared a quarterly dividend of $0.425 per share. Nine-month GAAP diluted EPS was $1.47, down from $1.79, and the quarter included a $21 million economic loss on a consolidated project company.
GAAP diluted EPS was $1.04 in Q3 2026, compared with $0.61 in Q3 2025; GAAP net income to controlling stockholders was $146 million versus $83 million.
Adjusted EPS was $0.82 in Q3 2026, compared with $0.80 in Q3 2025; Adjusted Recurring Net Investment Income was $121 million, up 15%.
Company reaffirmed 2026 Adjusted EPS guidance of $3.55 to $3.65 and expects minimal ATM share issuances for the full year 2026.
Board approved a quarterly cash dividend of $0.425 per share, payable January 8, 2027, to holders of record as of December 29, 2026.
Genpact Limited announced its third quarter 2026 financial results, reporting net revenues of $1.385 billion, representing a 7.3% increase year-over-year. Driven by strong performance in Advanced Technology Solutions and margin expansion, the company raised its full-year 2026 guidance for gross margin and adjusted diluted earnings per share.
Net revenues for Q3 2026 were $1.385 billion, up 7.3% year-over-year.
Advanced Technology Solutions net revenues grew 30.3% year-over-year to $405 million.
Diluted earnings per share for the quarter was $0.89, compared to $0.83 in Q3 2025.
Genpact repurchased approximately 870,000 common shares for about $31 million during the quarter.
Five9 reported third-quarter 2026 results on November 5, 2026. Revenue rose 13% to $323.3 million, while GAAP net income fell to $14.5 million from $18.0 million, and non-GAAP net income per diluted share rose to $0.82 from $0.78. The company also signed a definitive agreement to acquire Level AI for $325.0 million in cash, expected to close in Q4 2026, and its guidance excludes that deal.
Revenue rose 13% to $323.3 million; GAAP net income was $14.5 million, or $0.19 per diluted share, versus $18.0 million, or $0.21, a year earlier.
Non-GAAP net income per diluted share was $0.82 versus $0.78; adjusted EBITDA was $81.2 million, or 25.1% of revenue.
Full-year 2026 revenue guidance is $1.269 to $1.275 billion; fourth-quarter revenue guidance is $328.0 to $334.0 million.
Level AI acquisition for $325.0 million in cash, expected to close in Q4 2026, subject to customary closing conditions.
Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
Astrana Health reported third-quarter 2026 results on November 5, 2026, with revenue of $1,023.6 million, up 7%, and net income attributable to Astrana of $13.0 million, up from $0.4 million a year earlier. The company also narrowed its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow and gave fourth-quarter guidance; the filing does not state prior guidance, so the direction of the change is not shown. For shareholders, headline profit and revenue both improved, while adjusted EPS rose 4% to $0.71.
Q3 2026 total revenue $1,023.6 million, up 7%; adjusted EBITDA $77.2 million, up 13%
Net income attributable to Astrana $13.0 million vs $0.4 million; diluted EPS $0.26 vs $0.01
Adjusted EPS - diluted $0.71, up 4% from $0.68
Full-year 2026 guidance: total revenue $3.9 billion to $4.0 billion; adjusted EBITDA $261 million to $274 million; free cash flow $107.5 million to $130 million
ICU Medical reported third quarter 2026 GAAP revenue of $560.4 million, up from $537.0 million a year earlier, and GAAP net income of $26.8 million, or $1.07 per diluted share, compared with a net loss of $3.4 million in the prior-year quarter. The company reaffirmed its full-year 2026 guidance and now expects to finish toward the higher end of the range, which matters to shareholders because it signals the company expects its annual results to land near the top of its prior outlook.
Q3 2026 GAAP revenue $560.4 million vs. $537.0 million in Q3 2025; GAAP gross margin 42% vs. 37%
Q3 2026 adjusted diluted EPS $2.44 vs. $2.03 in Q3 2025; adjusted EBITDA $113.9 million vs. $105.9 million
Full-year 2026 guidance reaffirmed: GAAP net income $73 million to $83 million, adjusted EBITDA $415 million to $435 million, adjusted diluted EPS $8.60 to $9.00
Company expects to end fiscal 2026 toward the higher end of the guidance range; results released November 5, 2026
CarGurus reported third-quarter 2026 results for the period ended September 30, 2026, with revenue up 12% year over year to $258.4 million and GAAP net income from continuing operations up 2% to $52.8 million. The company also issued fourth-quarter and full-year 2026 guidance and authorized a $250.0 million share repurchase program, which matters to shareholders because it signals both growth in the core business and capital returned to stockholders.
Q3 2026 revenue of $258.4 million, up 12% year over year and at the high end of guidance; Adjusted EBITDA from continuing operations of $89.7 million, up 9%
Q3 diluted EPS from continuing operations of $0.59, versus $0.52 a year earlier; nine-month GAAP net income from continuing operations fell 6% to $134.2 million
Fourth-quarter 2026 guidance: revenue of $258.5 million to $263.5 million and non-GAAP EPS of $0.73 to $0.79
Board authorized a $250.0 million share repurchase program; nine-month impairments totaled $20.2 million
Sarepta reported third quarter 2026 total revenues of $381.4 million, down $18.0 million (5%) from a year earlier, while GAAP operating loss narrowed to $9.0 million from $103.4 million. The company raised the low end of its full-year 2026 total net product revenue guidance by $50.0 million to $1.25 billion to $1.3 billion and lowered the high end of its expense guidance by $25.0 million to $800 million to $825 million.
Q3 2026 total revenues were $381.4 million, versus $399.4 million in Q3 2025, a decrease of $18.0 million.
Q3 2026 GAAP net loss was $28.5 million, or $(0.27) per diluted share, versus a $50.6 million loss a year earlier; non-GAAP net income was $15.6 million.
2026 total net product revenue guidance low end raised $50.0 million to $1.25 billion–$1.3 billion; combined non-GAAP R&D and SG&A expense guidance now $800 million–$825 million.
Cash, cash equivalents, restricted cash and investments were $998.7 million as of September 30, 2026.
Lyft reported third-quarter 2026 revenue of $1.8 billion, up 8% year over year, and a net loss of $9.7 million, compared with net income of $46.1 million a year earlier. The company said the loss reflects $117.9 million in legal, tax and regulatory reserve changes and settlements, while Adjusted EBITDA rose 47% to $203.9 million and the company gave fourth-quarter 2026 Adjusted EBITDA guidance of $188 million to $213 million.
Q3 2026 revenue of $1.8 billion, up 8% year over year; $69.1 million of the $117.9 million reserve impact was recorded as a reduction to revenue
Net loss of $9.7 million, or $(0.03) per share, versus net income of $46.1 million in Q3 2025
Adjusted EBITDA of $203.9 million, up 47%; Q4 2026 outlook calls for Gross Bookings of $5.74 billion to $5.94 billion and Adjusted EBITDA of $188 million to $213 million
CareTrust REIT reported third quarter 2026 net income of $83.7 million, or $0.35 per diluted share, matching the prior year period. The company also announced an increase to its full-year 2026 guidance midpoints for Normalized FFO and Normalized FAD, and reported significant investment activity including the initial closing of 45 U.K. care homes.
Net income for the quarter ended September 30, 2026, was $83.7 million, or $0.35 per diluted share.
Normalized FFO per diluted share grew 20% year-over-year to $0.54.
Full-year 2026 guidance was updated to project Normalized FFO of approximately $2.08 to $2.09 per share.
The quarterly dividend was maintained at $0.39 per share.
OUTFRONT Media reported third-quarter 2026 revenues of $511.1 million, up 9.3% from a year earlier, and net income attributable to the company of $64.8 million, or $0.36 per diluted share, compared with $0.29 a year earlier. The company said it currently expects 2026 to be a double-digit revenue growth year, and its board declared a $0.33 per share quarterly dividend. Shareholders see higher revenue and profit, though selling, general and administrative expenses rose 23.1%.
Q3 2026 revenues $511.1 million, up 9.3% from $467.5 million; net income attributable to the company $64.8 million vs. $51.3 million
Diluted EPS $0.36 vs. $0.29; Adjusted OIBDA $145.3 million, up 5.9%
SG&A rose 23.1% to $129.5 million, driven mainly by compensation, professional fees and bad debt allowance
Quarterly dividend of $0.33 per share, record date December 4, 2026, payable December 31, 2026
Tandem Diabetes Care reported third-quarter 2026 results for the period ended September 30, 2026, with worldwide sales up 14% to $283.7 million and a net loss of $7.1 million, compared with $21.2 million a year earlier. The company reaffirmed its full-year 2026 guidance, including sales of approximately $1.065 billion to $1.085 billion.
Worldwide sales rose 14% to $283.7 million; U.S. sales rose 9% to $191.0 million and international sales rose 26% to $92.6 million.
Gross margin was 57%, compared with 54% in the third quarter of 2025.
Operating loss was $2.4 million, compared with $22.9 million a year earlier; adjusted EBITDA was $18.0 million.
For 2026, the company reaffirmed sales guidance of $1.065 billion to $1.085 billion and adjusted EBITDA margin guidance of 5% to 6%.
Halozyme Therapeutics reported third quarter 2026 total revenue of $493 million, representing a 39% increase year-over-year, alongside net income of $247 million. Driven by strong partner product sales and royalty growth, the company raised its full-year 2026 financial guidance ranges for total revenue, royalty revenue, adjusted EBITDA, and non-GAAP diluted EPS.
Total revenue increased 39% year-over-year to $493 million for the third quarter ended September 30, 2026.
Royalty revenue grew 44% year-over-year to $341 million.
Full-year 2026 total revenue guidance was raised to a range of $1.860 billion to $1.925 billion.
The Dutch patent court issued an injunction against Merck prohibiting the launch of Keytruda Qlex in multiple European markets.
Synaptics reported fiscal first-quarter 2027 results for the quarter ended September 26, 2026, with revenue of $294.0 million, up 1% year over year, and a GAAP net loss of $17.7 million, narrower than the $20.6 million loss a year earlier. The company said supply constraints and memory-related demand affected revenue, and it will not hold an earnings call or provide a financial outlook because of its pending acquisition by onsemi, which was restructured into an all-cash deal on October 1, 2026.
Revenue of $294.0 million, up from $292.5 million a year earlier
GAAP net loss of $17.7 million, or $0.45 per share, versus $20.6 million, or $0.53 per share, a year earlier
Non-GAAP diluted earnings per share of $1.26, up from $1.09 a year earlier
No earnings call or forward-looking outlook due to the pending onsemi acquisition
Akamai Technologies reported third quarter 2026 revenue of $1.1 billion, representing a 6% increase year-over-year. The company provided forward-looking revenue guidance, projecting 2027 total company revenue growth of 17% to 22% and 2028 total revenue to exceed $7.0 billion.
Third quarter revenue reached $1.1 billion, up 6% year-over-year.
Cloud Infrastructure Services revenue grew 34% year-over-year to $109 million.
GAAP net income per diluted share was $0.77, down 21% year-over-year.
Full-year 2027 total company revenue is projected to grow 17% to 22% year-over-year when adjusted for foreign exchange.
MasterBrand reported third-quarter 2026 results, with net sales of $1,036.8 million up from $698.9 million a year earlier, largely due to the American Woodmark acquisition, which closed May 28, 2026. The company posted a net loss of $9.2 million, compared with net income of $18.1 million in the prior-year quarter, and it expects a fourth-quarter adjusted diluted loss per share of $(0.12) to $(0.08). For shareholders, sales rose but profit fell, and the outlook supersedes the company's prior second-half 2026 outlook.
Net sales were $1,036.8 million, including $355.7 million from American Woodmark; legacy MasterBrand net sales fell 2.5% to $681.1 million.
Net loss was $(9.2) million, or $(0.05) per diluted share, versus net income of $18.1 million, or $0.14 per diluted share, a year earlier; adjusted diluted EPS was $0.10 versus $0.33.
Fourth-quarter 2026 outlook: net sales of $958 to $988 million and adjusted EBITDA of $38 to $48 million.
Full-year 2026 free cash flow is expected to be approximately breakeven; no share repurchases were made in the third quarter. Net debt was $1,091.1 million, a 4.3x ratio to trailing adjusted EBITDA.
Teradata reported third-quarter 2026 total revenue of $399 million, down 4% from $416 million a year earlier, and GAAP diluted EPS of $0.40 versus $0.42. It raised its full-year 2026 GAAP and non-GAAP EPS ranges, but expects fourth-quarter total revenue to fall 4% to 6% year-over-year.
Q3 2026 total revenue was $399 million versus $416 million; non-GAAP diluted EPS was $0.70 versus $0.72.
Total ARR rose to $1.512 billion, up 1% as reported; public cloud ARR rose 11% to $700 million.
Full-year 2026 non-GAAP diluted EPS raised to $2.86 to $2.90; full-year total revenue narrowed to -1% to flat year-over-year.
Fourth-quarter 2026 outlook: total revenue down 4% to 6% year-over-year; non-GAAP diluted EPS of $0.58 to $0.62.
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Paylocity Holding Corporation announced its financial results for the first quarter of fiscal 2027 ended September 30, 2026, reporting total revenue of $451.7 million, an increase of 10.7% year-over-year. The company also completed the acquisition of Aidora Inc. in July 2026 and raised its fiscal 2027 guidance across revenue and profitability.
Recurring and other revenue for Q1 fiscal 2027 reached $424.5 million, up 12.0% year-over-year.
GAAP net income for Q1 fiscal 2027 was $57.6 million, or $1.07 per diluted share.
Repurchased $152.5 million or 1.1 million shares during Q1 fiscal 2027.
Full fiscal 2027 total revenue is expected to be between $1.910 billion and $1.925 billion.
StepStone Group reported results for the quarter ended September 30, 2026, with total revenues of $773.1 million, up from $454.2 million a year earlier, and a GAAP net loss attributable to shareholders of $71.2 million, or $0.87 per share, compared with a loss of $366.1 million, or $4.66 per share, a year earlier. The company also declared a quarterly dividend of $0.33 per share, up from $0.28, payable December 15, 2026.
Total revenues of $773.1 million, up 70% from $454.2 million a year earlier; management and advisory fees, net, of $293.1 million, up 36%.
GAAP net loss attributable to StepStone Group Inc. of $71.2 million, or $0.87 per share, versus a loss of $366.1 million, or $4.66 per share, a year earlier.
Adjusted net income of $82.9 million, or $0.66 per share, versus $66.7 million, or $0.54 per share, a year earlier; fee-related earnings of $126.2 million versus $78.6 million.
Quarterly dividend of $0.33 per share, payable December 15, 2026, to holders of record as of November 30, 2026.
Artivion reported third-quarter 2026 revenue of $123.8 million, up 9% from $113.4 million a year earlier, but swung to a GAAP net loss of $7.9 million, or $0.16 per diluted share, from net income of $6.5 million, or $0.13 per diluted share, in the prior-year quarter. Adjusted EBITDA fell 8% to $22.5 million, and the company narrowed its full-year 2026 revenue and adjusted EBITDA guidance ranges.
Q3 2026 revenue of $123.8 million, up 9% on both GAAP and constant currency bases; On-X grew 13% in constant currency.
Q3 2026 GAAP net loss of $(7.9) million, or $(0.16) per diluted share, versus net income of $6.5 million, or $0.13, in Q3 2025.
Adjusted EBITDA declined 8% to $22.5 million from $24.6 million.
FY 2026 revenue guidance narrowed to $484 million to $492 million from $480 million to $496 million; adjusted EBITDA guidance narrowed to $93 million to $98 million from $92 million to $99 million.
Arlo Technologies reported third-quarter 2026 results for the period ended September 27, 2026, with revenue of $149.2 million versus $139.5 million a year earlier and GAAP diluted EPS of $0.01 versus $0.06. Non-GAAP diluted EPS rose to $0.24 from $0.16, and the company authorized a new stock repurchase program of up to $100 million through December 31, 2028. The company also issued fourth-quarter 2026 revenue guidance of $137 million to $147 million.
Q3 2026 revenue of $149.2 million, up from $139.5 million a year earlier and down from $155.9 million in the prior quarter
Subscriptions and services revenue of $96.0 million, up 20.1% year over year; GAAP net income of $0.9 million versus $6.9 million a year earlier
Non-GAAP diluted EPS of $0.24 versus $0.16 a year earlier; adjusted EBITDA of $26.9 million
New buyback of up to $100 million through December 31, 2028; Q4 2026 revenue guidance of $137 million to $147 million, GAAP EPS of $(0.03) to $0.03
Solventum reported third-quarter 2026 net sales of $1.9 billion, a 7.0 percent decrease on a reported basis due to prior-quarter advance orders placed ahead of ERP cutovers. Despite the sales decline and a GAAP net loss of $12 million, the company raised its full-year adjusted diluted EPS guidance to a range of $7.20 to $7.30 and expects organic sales growth toward the high end of its +2.5% to +3.0% range.
Q3 2026 net sales were $1.9 billion, reflecting a 7.0% reported decrease and a 2.8% organic decrease.
GAAP diluted earnings per share was $(0.07), while adjusted diluted earnings per share was $1.45.
Full-year adjusted EPS guidance was raised to $7.20 to $7.30 from the prior range of $7.10 to $7.20.
Century Aluminum reported third quarter 2026 net income attributable to Century of $302.6 million, or $2.89 per diluted share, up from $249.3 million, or $2.39, in the second quarter, on net sales of $961.2 million. Adjusted EBITDA attributable to Century was $331.6 million, and the company expects fourth quarter 2026 Adjusted EBITDA of $275 million to $300 million, below the third quarter level.
Q3 2026 net sales of $961.2 million, up $209.1 million from Q2 2026, driven by higher shipments after the Grundartangi Line 2 restart
Q3 2026 diluted EPS of $2.89 versus $2.39 in Q2 2026; adjusted EPS of $2.58 versus $2.46
Q4 2026 Adjusted EBITDA outlook of $275 million to $300 million
Liquidity of $1,161.5 million at September 30, 2026, including $713.0 million in cash and cash equivalents
Dropbox reported third-quarter 2026 revenue of $637.3 million, representing a 0.5% year-over-year increase, alongside GAAP net income of $116.1 million. The company also announced a planned $350.0 million cash acquisition of Tigris Data and the launch of DBX Agent Cloud to expand into AI infrastructure.
Total revenue was $637.3 million for the quarter ended September 30, 2026, up 0.5% year-over-year.
GAAP net income was $116.1 million, and non-GAAP net income reached $197.8 million.
Announced an agreement to acquire Tigris Data for approximately $350.0 million in cash.
Total annual recurring revenue reached $2.555 billion, an increase of 0.8% year-over-year.
BJ's Restaurants reported fiscal third quarter 2026 revenue of $358.6 million, up 8.6%, with comparable restaurant sales up 8.1% and diluted earnings of $0.24 per share versus $0.02 a year earlier. The company also raised several fiscal 2026 guidance metrics, including restaurant level operating profit and Adjusted EBITDA, which signals improving profitability for shareholders.
Q3 revenue of $358.6 million, up 8.6% from $330.2 million; comparable restaurant sales up 8.1%
Diluted EPS of $0.24 versus $0.02 in the prior-year quarter; net income of $5.3 million
Restaurant level operating profit of $52.9 million, up 27.9%; margin of 14.7% versus 12.5%
Revised 2026 outlook: restaurant level operating profit of $233 million to $237 million (prior $228 million to $235 million); Adjusted EBITDA of $149 million to $154 million (prior $145 million to $152 million)
BlackLine reported third quarter 2026 results with revenue up 8.5% year over year and GAAP net income attributable to the company roughly doubling. The filing also gave fourth quarter and full-year 2026 revenue ranges, and management described an updated outlook tied to the timing of customer decisions, though the filing does not state prior guidance figures for comparison.
Q3 2026 GAAP revenue of $193.4 million, up 8.5% from $178.3 million a year earlier
GAAP net income attributable to BlackLine of $10.6 million, or $0.18 per diluted share, versus $5.3 million, or $0.09, in Q3 2025
Full-year 2026 GAAP revenue expected at $759.5 million to $761.5 million; Q4 2026 expected at $195 million to $197 million
Board approved a $100 million increase to the stock buyback program; $240.6 million of capacity remained at September 30, 2026
Texas Roadhouse reported its financial results for the third quarter ended September 29, 2026, featuring a 9.5% increase in total revenue to $1.57 billion and an 8.6% increase in diluted earnings per share to $1.36. The company also announced a quarterly cash dividend of $0.75 per share, payable on December 29, 2026, to shareholders of record on December 1, 2026.
Total revenue for the 13 weeks ended September 29, 2026, rose 9.5% to $1.57 billion compared to the prior year period.
Diluted earnings per share increased 8.6% to $1.36 for the third quarter.
Comparable restaurant sales grew 4.3% during the third quarter of 2026.
The board approved a quarterly cash dividend of $0.75 per share, payable on December 29, 2026.
NMI Holdings reported third-quarter 2026 net income of $93.5 million, or $1.23 per diluted share, for the quarter ended September 30, 2026. That was down from $105.8 million, or $1.38 per share, in the second quarter, but up slightly from $1.22 per share in the third quarter of 2025, while total revenue of $187.6 million was roughly flat sequentially and up from $178.7 million a year earlier.
Diluted EPS was $1.23 versus $1.38 in Q2 2026 and $1.22 in Q3 2025; adjusted diluted EPS was $1.23.
Insurance claims and claim expenses were $29.1 million, with a loss ratio of 18.7% versus 8.3% in Q2 2026 and 12.3% in Q3 2025.
Book value per share excluding unrealized gains and losses was $38.13, up 14% from $33.32 a year earlier.
The company repurchased 626,383 shares for $27.1 million in the quarter and has bought back $435 million since the program began.
Yelp reported third-quarter 2026 results on November 5, 2026, with net revenue of $371 million, down 1% from a year earlier, and net income of $35 million, down 12%. Diluted earnings per share rose to $0.63 from $0.61, and adjusted EBITDA fell 6% to $92 million. Yelp also updated its 2026 outlook to net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million, but the filing does not state the prior outlook, so the direction of the change cannot be determined.
Net revenue was $371 million, down 1% from $376 million, and $1 million above the high end of the company's third-quarter outlook range.
Net income was $35 million, versus $39 million a year earlier; diluted EPS was $0.63, versus $0.61.
Adjusted EBITDA was $92 million, down 6% from $98 million, with a 25% margin.
For 2026, Yelp expects net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million.
Alpha and Omega Semiconductor reported results for its fiscal first quarter of 2027, ended September 30, 2026. Revenue rose 4.3% from the June quarter to $177.8 million but fell 2.6% from a year earlier, and the GAAP net loss was $6.1 million, or $0.20 per diluted share, compared with a $2.1 million loss a year earlier. The company expects fiscal second-quarter revenue of approximately $180 million, plus or minus $10 million, so shareholders face sequential improvement alongside a year-over-year decline in profit and sales.
Revenue was $177.8 million, up 4.3% from $170.4 million in the June 2026 quarter and down 2.6% from $182.5 million a year earlier.
GAAP net loss was $6.1 million, or $0.20 per diluted share, versus a $13.1 million loss ($0.43) in the June quarter and a $2.1 million loss ($0.07) a year earlier.
Non-GAAP net loss was $2.1 million, or $0.07 per share, compared with non-GAAP net income of $4.2 million ($0.13 per share) a year earlier.
Fiscal Q2 guidance: revenue of approximately $180 million, plus or minus $10 million, and GAAP gross margin of 25.1%, plus or minus 1%.
Viasat reported second quarter fiscal year 2027 revenue of $1.2 billion, up 3% year-over-year, alongside a net loss of $129 million. The company experienced strong growth in its Defense and Advanced Technologies segment, offset by declines in Communication Services, while generating $78 million in free cash flow.
Kratos reported third quarter 2026 revenue of $471.8 million, up 35.7% from a year earlier, and raised its adjusted EBITDA guidance for fiscal 2026 while tightening its revenue range. GAAP results weakened, with a net loss of $0.2 million compared with net income of $8.7 million a year earlier, and the company issued an initial 2027 forecast that assumes a continuing resolution into early 2027.
Q3 2026 revenue $471.8 million vs. $347.6 million in Q3 2025; organic growth 23.2%
GAAP net loss of $0.2 million (EPS $0.00) vs. net income of $8.7 million ($0.05 per share) in Q3 2025; adjusted EPS $0.24 vs. $0.14
FY2026 guidance: revenue $1,780 - $1,810 million and adjusted EBITDA $176 - $180 million
Initial FY2027 forecast: revenue $2,100 - $2,200 million and adjusted EBITDA $230 - $240 million; Q1 2027 expected to be the lightest quarter
MP Materials reported results for the quarter ended September 30, 2026, in a press release filed under Item 2.02 of Form 8-K. Revenue rose 176% year over year to $147.7 million, and the net loss narrowed to $20.7 million, or $0.12 per share, from $41.8 million, or $0.24 per share, a year earlier. Shareholders get a clearer view of the company's progress from a loss-making period toward positive adjusted earnings, though the filing gives no forward guidance.
Revenue $147.7 million vs. $53.6 million in Q3 2025; Materials Segment revenue rose 322% to $133.5 million
Net loss $20.7 million ($0.12 per diluted share) vs. $41.8 million ($0.24) a year earlier
Adjusted EBITDA $41.1 million vs. a loss of $12.6 million; NdPr sales volume 1,020 metric tons, up 94%
GM magnet qualification completed; saleable magnet deliveries and revenue expected to begin in Q4 2026
Wynn Resorts reported third quarter 2026 operating revenues of $1.69 billion and net income of $17.3 million, down from $1.83 billion and $88.3 million in the prior-year period. The company also declared a cash dividend of $0.25 per share payable on November 30, 2026.
Operating revenues decreased to $1.69 billion for Q3 2026 from $1.83 billion in Q3 2025.
Net income attributable to Wynn Resorts fell to $17.3 million, or $0.17 per diluted share.
Board of directors declared a cash dividend of $0.25 per share, payable on November 30, 2026.
Life-to-date cash contributions to the Wynn Al Marjan Island development reached $1.12 billion.
Corsair reported third-quarter 2026 net revenue of $367.0 million, up 6% year-over-year and $17.0 million above the high end of its guided range, with adjusted EBITDA up 38% to $22.4 million. The company raised its full-year 2026 net revenue and non-GAAP EPS outlook, which points to higher expected sales and per-share profit for shareholders, while its fourth-quarter adjusted EBITDA is expected to fall below last year's level.
Q3 2026 net revenue was $367.0 million, up 6% year-over-year; Gaming Components and Systems memory revenue rose 43% to $167.3 million.
GAAP net loss narrowed to $2.4 million from $10.4 million; non-GAAP diluted EPS was $0.13 versus $0.06 a year earlier.
Full-year 2026 net revenue guidance raised to $1.456 billion to $1.486 billion from $1.40 billion to $1.47 billion.
Fourth-quarter 2026 guidance: net revenue of $420 million to $450 million and adjusted EBITDA of $38 million to $42 million.
Doximity reported fiscal second-quarter revenue of $174.5 million, up 4% from a year earlier, but net income fell to $34.7 million from $62.1 million and adjusted EBITDA declined 12% to $88.9 million. The company also gave fiscal third-quarter and updated full-year fiscal 2027 guidance, which shareholders can compare against these results.
Revenue of $174.5 million versus $168.5 million, up 4% year-over-year
Net income of $34.7 million versus $62.1 million; diluted EPS of $0.18 versus $0.31
Adjusted EBITDA of $88.9 million versus $100.8 million, down 12%; margin 50.9% versus 59.8%
Fiscal 2027 revenue guidance of $678 million to $683 million and adjusted EBITDA of $317 million to $325 million; third-quarter revenue guidance of $195 million to $196 million
BILL reported first-quarter fiscal 2027 total revenue of $353.8 million, up 13% year-over-year, and GAAP net income of $60.3 million, compared with a net loss of $3.0 million a year earlier. Results were above the company's August outlook, which was restated to a new accounting presentation that reduces reported revenue for customer rewards without changing operating or net income. Full-year fiscal 2027 total revenue guidance of $1,433.5 million to $1,463.5 million compares with the August outlook of $1.406 billion to $1.456 billion on the same basis.
Total revenue was $353.8 million, up 13% year-over-year, above the restated August outlook range of $340.0 million to $350.0 million.
GAAP net income was $60.3 million ($0.61 per diluted share), versus a net loss of $3.0 million a year earlier; non-GAAP operating income rose 101% to $136.9 million.
Effective July 1, 2026, rewards paid to Spend and Expense card customers are recorded as a reduction of revenue; the company says this does not affect operating or net income.
Fiscal 2027 non-GAAP net income per diluted share guidance is $3.99 to $4.15, and the company repurchased about 7 million shares for approximately $305 million in the quarter.
Trupanion reported third-quarter 2026 results for the period ended September 30, 2026. Total revenue rose 11% to $405.6 million, net income was $9.3 million, or $0.21 per diluted share, compared with $5.9 million, or $0.13 per diluted share, a year earlier. The company also repurchased about $25.0 million of its stock in the quarter, leaving about $75.0 million available under its $100.0 million buyback program.
Total revenue was $405.6 million, up 11% from $366.9 million in Q3 2025.
Net income was $9.3 million, or $0.21 per diluted share, versus $5.9 million, or $0.13 per diluted share, in Q3 2025.
Adjusted EBITDA was $20.8 million, compared with $19.6 million in Q3 2025.
Operating cash flow was $30.7 million and free cash flow was $28.5 million in Q3 2026; about $25.0 million of stock was repurchased in the quarter.
Airbnb announced its third-quarter 2026 financial results, reporting $4.9 billion in revenue and $1.9 billion in net income, alongside raised full-year 2026 guidance for revenue growth and Adjusted EBITDA margin. The company also announced a new $12 billion share repurchase program and a new unsecured revolving credit facility of $1.0 billion.
Perdoceo Education reported third-quarter 2026 diluted EPS of $0.70, up from $0.60, on revenue of $215.9 million, up 1.9%. The company also issued fourth-quarter and full-year 2026 outlook, with full-year diluted EPS expected at $2.93 to $2.97 compared with $2.42 in 2025.
Q3 operating income rose 8.1% to $55.1 million; CTU operating income fell 6.1% to $44.9 million, which the company attributes to higher legal fees.
Year-to-date diluted EPS was $2.31 versus $1.87, and year-to-date revenue rose 2.6% to $651.0 million.
Q4 2026 diluted EPS outlook is $0.63 to $0.67, compared with $0.54 in Q4 2025.
Board declared a quarterly dividend of $0.17 per share, payable December 11, 2026; the company repurchased $19.9 million of stock in the quarter.
AGNT, Inc. reported third-quarter 2026 revenue of $1.4 billion, up 6% from $1.3 billion a year earlier, but posted a net loss of $4.3 million, or $0.03 per diluted share, compared with net income of $3.5 million, or $0.02 per share, in the prior-year period. Adjusted EBITDA fell 3% to $17.1 million, and the company set Fourth Quarter 2026 and full-year 2026 outlooks that include a Q4 adjusted EBITDA range of $(7) million to $0 million.
Q3 2026 revenue rose 6% to $1.4 billion; net loss was $4.3 million versus net income of $3.5 million a year earlier
Adjusted EBITDA was $17.1 million, down 3% from $17.7 million; operating cash flow was $18.2 million versus $28.9 million
Full-year 2026 outlook: revenue of $4.85 billion to $5.05 billion and adjusted EBITDA of $40 million to $47 million
Board declared a $0.05 per share dividend payable December 4, 2026 to holders of record on November 20, 2026
International Bancshares Corporation reported net income of $114.5 million, or $1.84 diluted earnings per share, for the three months ended September 30, 2026, up from $108.4 million, or $1.74 per share, a year earlier. For the nine months, net income was $312.5 million, or $5.02 per share, up 2.3% from the prior-year period, so earnings grew in both periods.
Q3 2026 net income $114.5 million, up 5.6% from $108.4 million; diluted EPS $1.84, up 5.7% from $1.74
Nine-month 2026 net income $312.5 million, up 2.3% from $305.4 million; diluted EPS $5.02 vs. $4.91
Total assets about $17.3 billion at September 30, 2026, up from about $16.6 billion at December 31, 2025
Company moved its listing to the Texas Stock Exchange (TXSE) on October 19, 2026
Sempra reported third-quarter 2026 GAAP earnings of $877 million, or $1.34 per diluted share, compared to $77 million, or $0.12 per diluted share, for the same period in 2025. The company updated its full-year 2026 GAAP EPS guidance range to $7.41 to $8.41 and guided to the high end of its adjusted EPS guidance range.
Third-quarter 2026 GAAP earnings were $877 million, or $1.34 per diluted share.
Adjusted third-quarter 2026 earnings were $917 million, or $1.40 per diluted share.
Full-year 2026 GAAP EPS guidance range was updated to $7.41 to $8.41.
NorthWestern Energy reported third-quarter 2026 net income of $30.7 million, or $0.50 per diluted share, down from $38.2 million, or $0.62, a year earlier, mainly due to a $6.1 million net loss tied to its added Colstrip Units 3 and 4 interests, plus higher depreciation and interest expense. The company affirmed its 2026 non-GAAP earnings guidance of $3.68 to $3.83 per diluted share, but the guidance is standalone and will no longer apply if the pending Black Hills merger closes, which the company expects by year-end 2026.
Q3 2026 net income $30.7 million ($0.50 per diluted share) vs. $38.2 million ($0.62) in Q3 2025; total revenues rose to $423.8 million from $387.0 million
Adjusted non-GAAP diluted EPS was $0.58 vs. $0.79 a year earlier; 2026 guidance of $3.68 to $3.83 per diluted share affirmed
Merger with Black Hills expected to close by year-end 2026, pending a Montana Public Service Commission final order
Quarterly dividend of $0.67 per share payable December 1, 2026, to holders of record on November 17, 2026 (previously set for December 31 and December 15)
Construction Partners, Inc. (NASDAQ: ROAD) released preliminary fiscal 2026 results showing revenue and net income both up sharply from fiscal 2025, and introduced a fiscal 2027 outlook projecting further growth. The company said fourth-quarter profitability was affected by wet weather and rising diesel fuel costs, and the figures remain unaudited and may change before final results. Separately, it completed the acquisition of Piedmont Paving, Inc. in Georgia on November 4, 2026.
Preliminary fiscal 2026 revenue of $3.660 billion to $3.680 billion, up about 30% from $2.812 billion; net income of $141.5 million to $142.5 million, up about 40% from $101.8 million.
Adjusted EBITDA of $520.0 million to $524.0 million, up about 23% from $423.7 million, but Adjusted EBITDA margin of 14.21% to 14.24% compared with 15.1% in fiscal 2025.
Fiscal 2027 outlook: revenue of $4.175 billion to $4.275 billion, net income of $170.9 million to $180.8 million, and Adjusted EBITDA of $585.0 million to $620.0 million.
Financial figures are preliminary and unaudited; the company will hold a conference call on November 19, 2026 at 10:00 a.m. Eastern Time.
MDU Resources reported third-quarter 2026 net income of $14.0 million, down from $18.4 million a year earlier, and diluted EPS of $0.07 versus $0.09. Revenue rose to $347.8 million from $315.1 million, and the company reaffirmed 2026 EPS guidance of $0.93 to $1.00. Shareholders also learned that the board made a positive final investment decision on the Bakken East Pipeline, with an estimated capital investment of $2.8 billion to $3.1 billion.
Net income was $14.0 million versus $18.4 million; diluted EPS was $0.07 versus $0.09, and adjusted EPS was $0.08 versus $0.09.
Operating revenues were $347.8 million, up from $315.1 million in the third quarter of 2025.
Electric utility net income rose to $26.5 million from $21.5 million, while the natural gas distribution segment posted a $20.7 million seasonal loss and pipeline net income fell to $13.1 million from $16.8 million.
The Bakken East Pipeline decision was made Sept. 30, 2026; the company's estimated capital range is $2.8 billion to $3.1 billion, and first-phase completion is expected in late 2029.
ScanSource reported first-quarter fiscal 2027 net sales of $962.3 million, up 30.1% year over year, with GAAP net income down 56.3% to $8.7 million, or $0.42 per diluted share. The company raised its full-year fiscal 2027 outlook for net sales and adjusted EBITDA to include the MicroAge acquisition, which closed on September 1, 2026.
Net sales were $962.3 million, up 30.1%; gross profit margin fell to 12.2% from 14.5%.
GAAP diluted EPS was $0.42 versus $0.89 a year earlier; non-GAAP diluted EPS was $0.86 versus $1.06.
FY27 outlook raised to net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million, up from $158 million to $165 million.
Operating cash flow was negative $42.3 million, mainly from working capital investment; higher bad debt expense of about $4.5 million was tied mostly to Brazil.
Vivmark Residential reported its third quarter 2026 results, reflecting its merger of equals between Equity Residential and AvalonBay Communities completed on August 17, 2026. The company posted a diluted net loss per share of $1.27 and Core FFO per share of $1.03, while increasing expected annual run-rate operating synergies to $135 million.
Diluted EPS was $(1.27) and Core FFO per share was $1.03 for the third quarter ended September 30, 2026.
The merger of equals forming Vivmark Residential was completed on August 17, 2026.
Expected annual net run-rate operating synergies were increased by $10 million to $135 million.
Available liquidity stood at $4.0 billion as of September 30, 2026.
National Fuel reported fourth-quarter fiscal 2026 GAAP earnings of $97.5 million, or $1.02 per share, down from $1.18 a year earlier, while adjusted EPS was flat at $1.22. For the full fiscal year, GAAP EPS rose to $7.02 from $5.68 and adjusted EPS rose 9% to $7.55, but the company initiated fiscal 2027 adjusted EPS guidance of $6.00 to $6.40, below the fiscal 2026 result.
Q4 fiscal 2026 GAAP EPS was $1.02 versus $1.18; adjusted EPS was $1.22, unchanged from the prior year
Fiscal 2026 adjusted EPS was $7.55, up 9% from $6.91; GAAP EPS was $7.02 versus $5.68
Fiscal 2027 adjusted EPS guidance is $6.00 to $6.40, assuming a NYMEX gas price of $2.85 per MMBtu
Ohio gas utility acquisition closed October 1, 2026; the planned IUG separation (Seneca Resources) is expected in the second half of calendar 2027
Axcelis reported third-quarter 2026 revenue of $237.8 million, up from $213.6 million a year earlier, and GAAP diluted earnings per share of $1.21, up from $0.83. The company guided fourth-quarter 2026 revenue to approximately $275 million and GAAP diluted EPS to approximately $1.15, with non-GAAP EPS of approximately $1.50.
Q3 2026 net income was $37.8 million vs. $26.0 million in Q3 2025; GAAP gross margin was 41.0% vs. 41.6%.
Non-GAAP diluted EPS was $1.26 vs. $1.21 a year earlier.
Fourth-quarter 2026 outlook: revenue of approximately $275 million, GAAP diluted EPS of approximately $1.15, non-GAAP EPS of approximately $1.50.
Results include $5.0 million of transaction and integration costs tied to the Veeco Instruments merger agreement announced October 1, 2025.
Southern Company reported third-quarter 2026 net income of $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share, in the third quarter of 2025. Operating revenues for the quarter rose to $8.8 billion from $7.8 billion in the prior-year period.
Third-quarter 2026 net income as reported was $2.046 billion, or $1.77 per share, versus $1.711 billion, or $1.55 per share, for the third quarter of 2025.
Operating revenues for the three months ended September 30, 2026, increased 13.0% to $8.8 billion from $7.8 billion in the same period of 2025.
For the nine months ended September 30, 2026, net income as reported was $4.577 billion, or $4.02 per share, compared with $3.925 billion, or $3.56 per share, for the first nine months of 2025.
Insight Enterprises reported third-quarter 2026 results on November 5, 2026, with net sales up 22% to $2.4 billion and adjusted diluted EPS up 34% to $3.59. GAAP net earnings fell 57% to $22.2 million, and the company raised its full-year 2026 adjusted diluted EPS outlook to $13.55 to $13.75. Shareholders face a gap between GAAP and adjusted results, driven by higher earnout valuation adjustments, higher severance and restructuring costs, and a $22.3 million operating loss in APAC.
Net sales rose 22% year over year to $2.4 billion; gross profit rose 20% to $523.2 million, with gross margin down 30 basis points to 21.4%.
GAAP diluted EPS was $0.74, down 54% from $1.62; net earnings were $22.2 million, down 57%.
Adjusted diluted EPS was $3.59, up 34%; adjusted earnings from operations rose 23% to $166.9 million.
For full-year 2026, the company now expects gross profit growth of 12.5% to 14.0% and adjusted diluted EPS of $13.55 to $13.75.
Vericel reported third quarter 2026 total revenue up 26% to $85.4 million and net income up 179% to $14.2 million, or $0.27 per diluted share. The company raised its full-year 2026 total revenue guidance to $344 million to $346 million from $330 million to $340 million.
Q3 2026 total net revenue of $85.4 million, up from $67.5 million in Q3 2025
Net income of $14.2 million, or $0.27 per diluted share, versus $5.1 million, or $0.10 per diluted share, a year earlier
Full-year 2026 revenue guidance raised to $344 million to $346 million; MACI guidance raised to $290 million to $292 million
Adjusted EBITDA margin guidance raised to 28% from 27%; repurchased 220,744 shares for $8.8 million in the quarter
Ralph Lauren Corporation reported second quarter fiscal 2027 revenue of $2.2 billion, up 9% on a reported basis, and raised its full-year constant currency revenue and operating margin outlook. Diluted earnings per share were $4.87 on a reported basis, compared to $3.32 in the prior year period. Shareholders benefit from strong demand, margin expansion, and over $600 million returned via dividends and share repurchases year-to-date.
Second quarter revenue increased 9% on a reported basis to $2.2 billion for the period ended September 26, 2026.
Reported diluted earnings per share reached $4.87, up from $3.32 in the second quarter of fiscal 2026.
The company repurchased $250 million of Class A common stock during the second quarter, totaling $500 million fiscal year-to-date.
Full-year fiscal 2027 constant currency revenue growth outlook was raised to a center around 6% to 7%.
BGC Group reported record third-quarter 2026 revenue of $832.6 million, up 13.0% from a year earlier, and GAAP net income for fully diluted shares of $68.7 million, up from $26.8 million. The company also gave fourth-quarter 2026 revenue guidance of $805 million to $865 million and said co-CEO JP Aubin will step down at year-end and become Vice Chairman.
Q3 2026 revenues $832.6 million, up 13.0%; GAAP diluted EPS $0.14 vs. $0.06 a year earlier
Q3 2026 GAAP income before income taxes $98.1 million vs. $33.5 million; post-tax Adjusted EPS $0.34 vs. $0.29
Q4 2026 guidance: revenues $805 million to $865 million; pre-tax Adjusted Earnings $178 million to $196 million
JP Aubin to step down as Co-Chief Executive Officer at year-end and become Vice Chairman; quarterly dividend of $0.02 per share payable December 9, 2026
NETSCOUT reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with revenue up 1.4% to $222.2 million and GAAP diluted EPS of $0.47, compared with $0.35 a year earlier. The company reaffirmed its full-year fiscal 2027 outlook, including revenue of $885.0 million to $915.0 million, and repurchased about $77 million of common stock during the quarter.
Total revenue $222.2 million, up 1.4% from $219.0 million; service revenue rose 6.4% while product revenue fell 5.1% to $89.9 million.
GAAP net income $34.4 million, or $0.47 per diluted share, versus $0.35; non-GAAP diluted EPS $0.71, versus $0.62.
Repurchased 2.0 million shares for about $77 million; cash and marketable securities were $571.3 million on September 30, 2026, versus $705.1 million on March 31, 2026.
Fiscal 2027 outlook reaffirmed: revenue $885.0 million to $915.0 million; non-GAAP diluted EPS $2.65 to $2.80.
Radian Group reported third quarter 2026 net income from continuing operations of $172 million, or $1.28 per diluted share, up from $153 million, or $1.11 per share, a year earlier. Total revenues rose to $624 million from $303 million, which the company attributes in part to its Inigo acquisition, and book value per share fell to $35.78 from $36.00 in June. Shareholders also benefit from share repurchases of $379 million so far in 2026.
Net income from continuing operations was $172 million, or $1.28 per diluted share, for the quarter ended September 30, 2026, versus $153 million, or $1.11, a year earlier.
Total revenues were $624 million, compared with $303 million in the third quarter of 2025. The company cites the Inigo acquisition, which closed February 2, 2026.
Adjusted diluted net operating income per share was $1.44, compared with $1.15 a year earlier.
Year-to-date share repurchases total $379 million, including $135 million in the third quarter and $117 million in October 2026.
ACI Worldwide reported third-quarter 2026 revenue of $427 million, down 12% from a year earlier, and net income of $33 million, compared with $91 million in Q3 2025. The company raised its full-year 2026 adjusted EBITDA guidance to $550 million to $565 million from $545 million to $560 million, while reiterating its revenue guidance of $1.895 billion to $1.925 billion. For shareholders, the guidance raise is offset by weaker third-quarter revenue and profit, with the company citing the timing of license renewals.
Q3 2026 revenue was $427 million, down 12% from Q3 2025; GAAP diluted EPS was $0.32 versus $0.88 a year earlier.
Full-year 2026 adjusted EBITDA guidance raised to $550 million to $565 million; revenue guidance of $1.895 billion to $1.925 billion reiterated.
Company repurchased 3.4 million shares year-to-date for $157 million; $299 million remains under the repurchase authorization.
Q3 2026 net adjusted EBITDA margin was 35%, down from 49% in Q3 2025, and the company agreed to acquire Cranium Ventures.
Cummins Inc. reported third quarter 2026 revenues of $9.4 billion and net income of $1.14 billion, or $8.25 per diluted share, reflecting strong power generation demand despite weakness in North American pickup truck markets. The company updated its full-year revenue growth guidance to approximately 10 percent, down from a prior range of 10 to 13 percent, while returning $661 million to shareholders via dividends and share repurchases.
Third quarter 2026 revenues reached $9.4 billion, representing a 13 percent increase compared to the third quarter of 2025.
GAAP net income attributable to Cummins was $1.14 billion, or $8.25 per diluted share, up from $536 million, or $3.86 per diluted share, a year earlier.
Full-year 2026 revenue growth is now expected to be approximately 10 percent, while EBITDA margins are projected to be approximately 18.2 percent.
The company returned $661 million to shareholders in the third quarter through cash dividends and share repurchases.
Viatris reported third-quarter 2026 total revenues of $3.75 billion and a U.S. GAAP net loss of $325 million alongside adjusted EBITDA of $1.20 billion. The company raised its full-year 2026 financial guidance midpoints across all metrics and announced plans to acquire Pacira BioSciences for $1.65 billion. Shareholders also benefited from $717 million in year-to-date capital returns, including share repurchases.
Total revenues were $3.75 billion in the third quarter of 2026, matching the prior-year period.
U.S. GAAP net loss widened to $325 million from $128 million in the third quarter of 2025.
Adjusted EBITDA reached $1.20 billion, up 4% on a reported basis from the prior-year period.
The company agreed to acquire Pacira BioSciences for $36.50 per share in cash, representing an equity value of $1.65 billion.
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
Sabre reported third-quarter 2026 revenue of $738 million, up 3%, and operating income of $109 million, up 17%. It raised its full-year 2026 Pro Forma Adjusted EBITDA and Free Cash Flow guidance for the second consecutive quarter, while the company posted a net loss attributable to common stockholders of $25 million, compared with income of $849 million a year earlier.
Q3 2026 revenue was $738 million, up from $715 million in Q3 2025; Q3 operating income was $109 million, up from $94 million.
Loss from continuing operations was $26 million, versus income of $48 million a year earlier; diluted EPS from continuing operations was $(0.06), versus $0.12.
Full-year 2026 Pro Forma Adjusted EBITDA guidance is about $610 million, up 14% year over year, and full-year Free Cash Flow guidance is about negative $50 million.
Q3 Free Cash Flow was negative $48 million, including about $15 million in refinancing fees and $40 million in accrued interest payments.
Lantheus reported third quarter 2026 revenue of $389.9 million, up 1.5%, while GAAP diluted earnings per share fell to $0.33 from $0.41 and adjusted diluted EPS rose to $1.68 from $1.27. The company suspended its full year 2026 guidance because of its pending all-cash merger with Curium, which values Lantheus at up to $8.0 billion including contingent value rights.
Worldwide revenue was $389.9 million, up 1.5% from $384.0 million a year earlier; GAAP net income fell 19.4% to $22.4 million.
Operating income decreased 26.2% to $32.2 million, including a $31.0 million impairment of intangible assets.
Full year 2026 financial guidance was suspended in connection with the pending merger with Curium.
Curium would pay $102.50 per share in cash plus up to $12.00 per share in contingent value rights, a total of up to $114.50 per share.
Payoneer reported third-quarter 2026 revenue of $276.9 million, up 2% from a year earlier, and net income of $14.9 million, up 6%. Diluted earnings per share were $0.04, unchanged from the prior year, and adjusted EBITDA fell 4% to $68.3 million. The company is still working toward the Nuvei merger, which it targets to close in mid-2027.
Revenue excluding interest income was $222.2 million, up 5% year-over-year; interest income fell 8% to $54.7 million.
Volume rose 13% to $25.3 billion, with B2B volume up 59% to $5.0 billion.
Adjusted EBITDA was $68.3 million, down 4% from $71.3 million a year earlier.
Shareholders approved the Nuvei merger agreement on September 14, 2026; the targeted close is mid-2027, pending regulatory approvals.
MACOM Technology Solutions Holdings, Inc. reported its fourth quarter and fiscal year 2026 financial results, posting fourth-quarter revenue of $424.8 million and net income of $139.4 million, or $1.78 per diluted share. For the full fiscal year 2026, the company reported revenue of $1,327.6 million and net income of $335.3 million. Additionally, MACOM provided financial guidance for the first quarter of fiscal 2027, expecting revenue between $450 million and $460 million.
Fourth quarter fiscal 2026 revenue reached $424.8 million, up 62.7% compared to the prior-year period.
Fourth quarter fiscal 2026 GAAP net income was $139.4 million, or $1.78 per diluted share.
Fiscal year 2026 full-year revenue was $1,327.6 million, an increase of 37.3% compared to fiscal year 2025.
For the fiscal first quarter ending January 1, 2027, MACOM expects revenue in the range of $450 million to $460 million.
Sphere Entertainment reported third-quarter 2026 revenue of $274.3 million, up 4% from the prior year quarter, with Sphere segment revenue up 14% and MSG Networks revenue down 15%. The operating loss widened to $240.6 million, driven by a $177.6 million non-cash goodwill impairment at MSG Networks, and the net loss was $176.0 million, or $4.84 per share, compared with a $3.47 per share loss a year earlier.
Revenue: $274.3 million, up $11.7 million or 4%; Sphere segment $198.9 million (up 14%), MSG Networks $75.4 million (down 15%)
Operating loss: $240.6 million, versus $163.1 million a year earlier, including a $177.6 million goodwill impairment at MSG Networks
Adjusted operating income: $39.2 million, up $2.8 million or 8%
Net loss: $176.0 million, or $4.84 per share, versus $125.7 million or $3.47 per share a year earlier
Collegium Pharmaceutical reported third-quarter 2026 product revenues of $216.3 million, up 3% from a year earlier, but GAAP diluted earnings per share fell to $0.60 from $0.84 and adjusted EBITDA fell 9% to $121.6 million. The company reaffirmed its full-year 2026 guidance and said it expects to complete a $50 million accelerated share repurchase before the end of the year.
Product revenues, net were $216.3 million versus $209.4 million a year earlier; JORNAY PM net revenue rose 24% to $51.9 million.
GAAP net income was $21.8 million, or $0.60 diluted EPS, compared with $31.5 million, or $0.84, in the third quarter of 2025.
Adjusted EBITDA was $121.6 million, down from $133.0 million; full-year 2026 adjusted EBITDA guidance of $445 million to $470 million was reaffirmed.
Pain portfolio net revenues fell 18% to $138.0 million, while AZSTARYS contributed $26.5 million in its first full quarter under Collegium ownership.
Arrow Electronics reported record third-quarter 2026 sales of $10.7 billion, up 39% from a year earlier, and GAAP diluted EPS of $6.17 versus $2.09. Both measures were above the high end of its guidance, and the company forecast fourth-quarter diluted EPS of $6.25 to $6.45. Operating cash flow was negative $441 million in the quarter, mainly due to working capital investments to support customer demand.
Q3 2026 sales were $10.7 billion, up 39% year over year; GAAP diluted EPS was $6.17 versus $2.09 and non-GAAP diluted EPS was $6.22 versus $2.41.
Fourth-quarter 2026 outlook: consolidated sales of $11.55 billion to $12.15 billion and diluted EPS of $6.25 to $6.45.
Cash used in operating activities was $441 million in the quarter; the company repurchased $93 million of shares.
Bill Austen is interim chief executive officer, as stated in the release.
Installed Building Products reported third quarter 2026 net revenue up 3.9% to a record $808.4 million, but net income fell to $59.4 million, or $2.24 per diluted share, from $74.4 million, or $2.74, a year earlier. The company also declared a quarterly dividend of $0.39 per share, which it said is an increase of more than 5% over the prior year period, so shareholders get higher payouts while profit per share declined.
Net revenue rose 3.9% to $808.4 million; same branch revenue rose 0.6% on a consolidated basis.
Net income was $59.4 million, or $2.24 per diluted share, versus $74.4 million, or $2.74, in the prior year quarter.
Gross profit margin was 31.8% versus 34.0%; the company cited a higher mix of its Other segment and cost inflation in fuel and aluminum.
Quarterly dividend of $0.39 per share is payable December 31, 2026, to holders of record on December 15, 2026.
International Seaways reported third quarter 2026 net income of $344 million, or $6.90 per diluted share, up from $71 million, or $1.42 per share, a year earlier; the filing says the result included a $53 million gain on a vessel sale. The Board also declared a $5.05 per share dividend and raised its share repurchase program to $100 million, which bears directly on shareholder returns.
Net income of $344 million ($6.90 per diluted share) vs. $71 million ($1.42) in Q3 2025, including a $53 million gain on vessel sale
Adjusted net income of $291 million, or $5.84 per diluted share; adjusted EBITDA of $345 million
Declared dividend of $5.05 per share, payable December 23, 2026, to holders of record on December 9, 2026
Share repurchase program increased to $100 million and extended from end of 2026 to end of 2028
Cogent Communications reported third-quarter 2026 service revenue of $231.2 million, down 1.8% from the second quarter and down 4.4% from a year earlier, and a net loss of $(0.62) per share. The company's board suspended its quarterly dividend on November 4, 2026, which removes a cash return for shareholders. Adjusted EBITDA rose 3.9% sequentially to $73.9 million, but the second quarter included a $130.7 million gain on a sale of data centers, so the sequential EPS comparison is distorted.
Service revenue was $231.2 million for Q3 2026, versus $235.6 million for Q2 2026 and $241.9 million... see note: Q3 2025 service revenue was not stated as a figure in the release text, so use only the reported percentage decline of 4.4% ye
Basic net loss per share was $(0.62) for Q3 2026, compared with basic net earnings of $1.39 in Q2 2026 and a basic net loss of $(0.87) in Q3 2025.
EBITDA, as adjusted, was $73.9 million, up 3.9% from Q2 2026, with a margin of 32.0%.
The Board voted on November 4, 2026 to suspend the dividend program.
Verisk Analytics reported third-quarter 2026 revenue of $809 million, representing a 5.3% increase compared to the same period last year. Net income decreased 2.8% to $219 million, while diluted adjusted earnings per share rose 14.0% to $1.96. The company maintained its full-year 2026 financial guidance.
Revenue reached $809 million for the quarter ended September 30, 2026, up 5.3% year-over-year.
Net income was $219 million, down 2.8% from the prior-year period.
Diluted adjusted EPS increased 14.0% to $1.96.
The company executed a $100 million accelerated share repurchase program during the quarter.
ConocoPhillips reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, up from $1.7 billion, or $1.38 per share, in the third quarter of 2025. The company increased its quarterly ordinary dividend by 11% to $0.93 per share and returned $3.4 billion to shareholders through repurchases and dividends.
Reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, compared with $1.7 billion, or $1.38 per share, in the third quarter of 2025.
Generated $7.2 billion in cash provided by operating activities and cash from operations during the third quarter of 2026.
Raised the quarterly ordinary dividend by 11% to $0.93 per share, effective for the fourth quarter of 2026.
Distributed $3.4 billion to shareholders in the third quarter of 2026, consisting of $2.4 billion in share repurchases and $1.0 billion in ordinary dividends.
LCI Industries reported third quarter 2026 results, with net sales of $992.5 million versus $1,036.5 million a year earlier, driven by lower North American RV wholesale shipments. GAAP diluted EPS fell to $2.05 from $2.55, while adjusted diluted EPS rose 12% to $2.21, and the company said its full-year outlook was updated, with 2026 adjusted EPS now expected at $8.25 to $8.50. The results come while the proposed all-stock merger with Patrick Industries is pending, with a stockholder vote set for November 18, 2026.
Q3 2026 net sales were $992.5 million versus $1,036.5 million in Q3 2025; Adjacent Industries OEM sales rose 7% and Aftermarket sales rose 6%
GAAP net income was $50.1 million ($2.05 per diluted share) versus $62.5 million ($2.55) a year earlier; adjusted net income was $54.0 million ($2.21 per diluted share) versus $1.97
2026 outlook: revenue of $3.9 billion to $4.0 billion, adjusted operating profit margin of 7.5% to 8.0%, adjusted diluted EPS of $8.25 to $8.50; October 2026 net sales expected at approximately $341 million, down 10%
Patrick Industries merger: stockholder special meeting on November 18, 2026; the company continues to expect closing in the first half of 2027
Certara reported third-quarter 2026 revenue of $94.9 million, up 4% from a year earlier, with software revenue up 11% and services revenue down 2%. The net loss from continuing operations narrowed to $3.6 million, and the company narrowed its full-year 2026 revenue growth range to 2% to 3% and updated its adjusted diluted EPS range to $0.31 to $0.34.
Q3 2026 revenue $94.9 million vs. $90.9 million in Q3 2025; software revenue $48.8 million (up 11%), services revenue $46.1 million (down 2%)
Net loss from continuing operations $3.6 million vs. $4.8 million a year earlier; adjusted EBITDA $30.2 million, up 6%
2026 full-year revenue growth range narrowed to 2% to 3%; adjusted diluted EPS outlook $0.31 to $0.34
Grant Peterson appointed Chief Product Officer, effective November 2, 2026
Wendy's reported third-quarter 2026 results for the quarter ended September 27, 2026, with total revenues of $547.0 million, down 0.5%, and net income of $15.1 million, down 65.9% from a year earlier. The company also launched its multi-year Dave's Way strategy and signed a letter of intent to acquire up to 163 restaurants from Meritage Hospitality Group, subject to a definitive agreement and court approval. The profit decline matters to shareholders because diluted earnings per share fell to $0.08 from $0.23, and the company did not repurchase shares in the quarter.
Diluted EPS was $0.08 versus $0.23 a year earlier; adjusted EPS was $0.13 versus $0.24.
Global systemwide sales fell 5.9%, and U.S. same-restaurant sales fell 5.7%.
Adjusted EBITDA was $113.4 million, down 17.8%; year-to-date free cash flow was $174.2 million.
No shares were repurchased in the third quarter; about $35.0 million remains under an authorization expiring in February 2027. A quarterly dividend of $0.07 per share is payable December 15, 2026.
Six Flags reported third-quarter 2026 net revenues of $1.17 billion, down 11.0% on a reported basis but up 1.4% on a same-park basis, and a net loss of $366.1 million, or $3.59 per diluted share, including $687.7 million of non-cash impairment charges. The company now expects fourth-quarter 2026 same-park Adjusted EBITDA of $140 million to $150 million, compared with $167 million in the prior-year fourth quarter, after a softer October tied to weather and a ride-safety incident at Six Flags Over Georgia.
Q3 2026 net loss attributable to Six Flags was $366.1 million, or $3.59 per diluted share, versus a $1.19 billion loss in Q3 2025
Same-park Adjusted EBITDA rose 1.1% to $493.2 million in Q3; same-park attendance fell 0.2% to 18.2 million
Q4 2026 same-park Adjusted EBITDA guidance is $140 million to $150 million, versus $167 million in Q4 2025
2026 capital expenditure expectation lowered to $350.0 million to $375.0 million from $400.0 million to $425.0 million
Tripadvisor reported third-quarter 2026 revenue of $436.4 million, down 11% year-over-year, and a GAAP net loss of $316.9 million, driven mainly by a $369.5 million non-cash goodwill impairment in its Hotels and Other segment. The company also closed the sale of TheFork on November 1, 2026 for approximately $741.0 million in net cash, and management expects to prioritize reducing long-term debt; a restructuring plan is expected to yield about $40 million in annualized gross savings.
Revenue was $436.4 million, down 11% from $490.8 million; Experiences fell 3% and Hotels and Other fell 23%.
GAAP net loss was $316.9 million, or $(2.70) per diluted share, including the $369.5 million goodwill impairment.
Non-GAAP net income was $43.4 million, or $0.37 per diluted share, down 36% from $0.58 a year earlier.
TheFork sale closed November 1, 2026 for approximately $741.0 million net cash; restructuring costs are estimated at $15 million to $20 million, mainly in Q4 2026.
Zoetis Inc. reported third-quarter 2026 revenue of $2.4 billion, down 1% reported, alongside an 18% decrease in net income to $591 million. The company narrowed its full-year 2026 revenue guidance to a range of $9.220 billion to $9.320 billion while raising its adjusted diluted EPS guidance to a range of $6.25 to $6.35.
Q3 2026 revenue decreased 1% reported to $2.4 billion.
Q3 2026 net income decreased 18% reported to $591 million.
Full-year 2026 revenue guidance narrowed to $9.220 billion to $9.320 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $6.25 to $6.35.
Bentley Systems announced its third-quarter 2026 financial results, reporting total revenues of $421.5 million, up 12.2% year-over-year. The company also raised its constant currency ARR growth range to 12.5% to 13.5% and completed the acquisition of Eliis along with the divestiture of Cohesive.
Total revenues for Q3 2026 reached $421.5 million, representing a 12.2% increase year-over-year.
Diluted net income per share was $0.29 for Q3 2026, compared to $0.18 in the prior-year period.
Annualized Recurring Revenues reached $1,582.8 million as of September 30, 2026.
Constant currency ARR growth range was raised to 12.5% to 13.5%.
Nexstar reported record third-quarter 2026 net revenue of $2.13 billion, up 78.0% from a year earlier, driven largely by its acquisition of TEGNA, which contributed $765 million of incremental revenue. Net income rose to $250 million from $65 million, and diluted earnings per share were $7.92 compared with $2.14. The company also repaid $350 million of debt in the quarter and $525 million more after quarter end, while a preliminary injunction limits its ability to realize expected TEGNA synergies.
Q3 net revenue was $2,133 million, up from $1,198 million; advertising revenue rose 114.9% and distribution revenue rose 53.9%.
Q3 diluted earnings per share were $7.92, compared with $2.14 in the prior-year quarter.
Q3 Adjusted EBITDA was $756 million, up from $358 million, and political advertising revenue was a record $317 million.
Total debt was $11.4 billion at September 30, 2026; the company repaid an additional $525 million of secured credit facilities after quarter end.
Global Payments Inc. reported its third quarter 2026 financial results, posting GAAP diluted earnings per share of $1.06 and adjusted EPS of $3.58. The company also reaffirmed its full-year 2026 outlook and increased its annual run-rate Worldpay integration expense synergy target to $650 million.
Third quarter 2026 GAAP diluted EPS was $1.06 and adjusted EPS was $3.58 on revenue of $3.31 billion.
Adjusted net revenue for the third quarter of 2026 reached $3.18 billion.
The company raised its annual run-rate Worldpay integration expense synergy target to $650 million.
Global Payments returned more than $1.4 billion in capital to shareholders year-to-date through September 30, 2026.
Rockwell Automation announced its fourth quarter and full year fiscal 2026 financial results alongside its fiscal 2027 guidance. The company reported full year sales of $8,989 million and diluted earnings per share of $12.54, while introducing full year fiscal 2027 diluted EPS guidance between $13.78 and $14.78.
Fourth quarter fiscal 2026 diluted EPS was $3.11 and adjusted EPS was $3.88.
Full year fiscal 2026 sales were $8,989 million, up 8% year over year.
Fiscal 2027 guidance projects reported sales growth of 4.5% to 7.5% and diluted EPS of $13.78 to $14.78.
The company repurchased 3.1 million shares at a cost of $1,254 million during fiscal 2026.
Frontdoor reported third-quarter 2026 revenue of $655 million, up 6%, and net income of $116 million, up 10%, with diluted EPS up 16% to $1.65. The company raised its full-year 2026 revenue and Adjusted EBITDA outlook, and its Board approved a new 3-year, $1 billion share repurchase authorization, which the company says reflects its plan to return excess cash to shareholders.
Q3 revenue rose 6% to $655 million, and net income rose 10% to $116 million.
Diluted EPS rose 16% to $1.65; Adjusted EPS rose 15% to $1.81. Adjusted EBITDA rose 5% to $205 million.
Full-year 2026 revenue outlook is $2.205 billion to $2.215 billion; Adjusted EBITDA outlook is $590 million to $600 million.
The Board approved a new $1 billion repurchase authorization on October 30, 2026; the existing $650 million program is expected to be completed in November 2026.
Shake Shack reported results for the fiscal third quarter ended September 30, 2026. Total revenue rose 15.2% to $423.3 million, and net income attributable to Shake Shack Inc. was $16.5 million, or $0.39 per diluted share, compared with $12.5 million, or $0.30, a year earlier. Restaurant-level profit margin slipped to 22.5% from 22.8%, and average weekly sales fell 3.8%, while same-Shack sales grew 2.5%.
Total revenue of $423.3 million, up from $367.4 million in the third quarter of 2025.
Net income attributable to Shake Shack Inc. of $16.5 million, or $0.39 per diluted share, versus $0.30 a year earlier.
Adjusted EBITDA of $62.8 million, up 16.0%; restaurant-level profit margin of 22.5% versus 22.8%.
Same-Shack sales up 2.5%, including 0.8% traffic growth; average weekly sales of $75k, down 3.8%.
N-able reported third quarter 2026 total revenue of $137.5 million, up 4.9% year over year, and said revenue and adjusted EBITDA exceeded its third quarter guidance. The company posted a GAAP net loss of $4.4 million, or $0.02 per diluted share, while non-GAAP net income was $22.9 million, or $0.12 per diluted share, and it updated its full-year 2026 ARR outlook to $558 million to $560 million.
Q3 2026 total revenue $137.5 million (4.9% year-over-year growth); adjusted EBITDA $43.6 million, a 31.7% margin
GAAP net loss $4.4 million ($0.02 per diluted share) versus non-GAAP net income $22.9 million ($0.12 per diluted share)
Q4 2026 revenue guidance $133 million to $134 million; full-year 2026 revenue guidance $541 million to $542 million
Repurchased about 10.2 million shares for about $38.7 million in Q3; about $56 million remained on the authorization at quarter end
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by S&P 500, MidCap 400 and SmallCap 600 companies that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The model rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
The SEC filing feed is checked every hour on weekdays between 7 am and 9 pm Eastern; briefs follow within that hour or, when many filings arrive at once, after a batch completes later the same day.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.