Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), 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 (4788 companies, A–Z).
Novanta reported third quarter 2026 results on November 9, 2026. GAAP revenue rose 23% to $305 million, while GAAP net income fell to $2 million from $10.7 million and GAAP diluted EPS fell to $0.05 from $0.30. The company also updated its full-year 2026 outlook, now expecting GAAP revenue of $1,135 million to $1,140 million, and said it closed its largest acquisition in company history, Riverpoint Medical.
Q3 2026 GAAP revenue was $305 million, up 23.1% from $247.8 million; Adjusted EBITDA rose 38.3% to $80.3 million.
GAAP operating income was $13.9 million versus $21.8 million a year earlier, and restructuring, acquisition, and related costs were $23.1 million.
Adjusted diluted EPS was $1.05, up 20.7% from $0.87; operating cash flow was $39.3 million versus $8.5 million.
For full-year 2026, the company now expects GAAP revenue of $1,135 million to $1,140 million and Adjusted EBITDA of $274 million to $277 million.
Bakkt reported third-quarter 2026 revenue of $149.2 million, down 62.9% from $402.2 million a year earlier, mainly due to lower crypto trading volume and the loss of clients. The company posted net income of $14.3 million, or $0.31 per diluted share, versus a net loss of $14.9 million in Q3 2025, and the filing notes the result includes a $26.8 million non-cash gain on the Transchem warrants. It reiterated a full-year 2026 Total Transacting Volume target of approximately $3 billion and set a first-half 2027 target of approximately $6 billion.
Q3 2026 total revenue was $149.2 million versus $402.2 million in Q3 2025; net income attributable to Bakkt was $14.3 million, or $0.31 per diluted share
Adjusted EBITDA loss narrowed to $11.8 million from $14.8 million in Q3 2025 on a consistent basis
TTV was $147.9 million for Q3 2026; the company reiterated its approximately $3 billion full-year 2026 target and set an approximately $6 billion first-half 2027 target
Cash, cash equivalents and restricted cash were $37.3 million as of September 30, 2026, versus $50.7 million as of June 30, 2026
Ranger Energy Services reported third quarter 2026 revenue of $162.8 million, up from $128.9 million a year earlier but down from $176.5 million in the second quarter, with net income of $2.5 million or $0.10 per diluted share. The company also declared a quarterly dividend of $0.06 per share, payable December 4, 2026, which signals continued cash returns to shareholders.
Q3 2026 revenue was $162.8 million, versus $176.5 million in Q2 2026 and $128.9 million in Q3 2025
Net income was $2.5 million, or $0.10 per diluted share, versus $0.29 per diluted share in Q2 2026 and $0.05 in Q3 2025
Adjusted EBITDA was $20.1 million, down from $28.6 million in Q2 2026 but up from $16.8 million in Q3 2025
Quarterly dividend of $0.06 per share payable December 4, 2026, to holders of record on November 20, 2026
Perspective Therapeutics reported a third-quarter 2026 net loss of $32.4 million, or $0.27 per share, up from $26.0 million, or $0.35 per share, a year earlier, as research and development spending rose. Cash, cash equivalents and short-term investments were about $202 million at September 30, 2026, which the company says should fund planned clinical milestones and operations into 2028.
Q3 2026 net loss was $32.4 million ($0.27 per share), versus $26.0 million ($0.35 per share) in Q3 2025; weighted average shares rose to 120.7 million from 74.3 million.
Research and development expenses were $26.1 million, up from $20.3 million; general and administrative expenses were $8.3 million, up from $7.7 million.
Cash, cash equivalents and short-term investments were about $202 million at September 30, 2026, versus about $145 million at December 31, 2025.
On October 2026, the FDA granted Fast Track Designation to PSV359 for FAP-positive solitary fibrous tumors.
JBS N.V. reported third-quarter 2026 results on November 9, 2026. Net sales rose 1% from a year earlier to $22.7 billion, but IFRS adjusted EBITDA fell 36% to $1,181 million and earnings per share fell to $0.15 from $0.52. Net leverage rose to 3.54x from 2.39x, which shows weaker profit and higher debt relative to earnings.
Net sales of $22.7 billion, up 1% from $22.6 billion in 3Q25
IFRS adjusted EBITDA of $1,181 million, down 36%; adjusted EPS of $0.16 vs. $0.54
Free cash flow was negative $167 million in 3Q26 vs. positive $383.5 million in 3Q25
Revolving credit facility raised to $4.2 billion from $3.5 billion; total liquidity of $8.2 billion
Viant Technology reported third-quarter 2026 revenue of $110.4 million, up 29% year-over-year, and adjusted EBITDA of $19.8 million, up 24%. GAAP net income attributable to Viant fell to $67 thousand, or $0.00 per share, from $996 thousand, or $0.06 per share, a year earlier. The board also raised the share repurchase authorization by $50 million to $150 million total, with $70.8 million remaining.
Q3 2026 revenue was $110.4 million, up 29% from $85.6 million; GAAP net income attributable to Viant was $67 thousand, down 93%
Non-GAAP adjusted EBITDA was $19.8 million, up 24%; non-GAAP diluted EPS was $0.13 versus $0.12
Q4 2026 guidance: revenue of $130.5 million to $133.5 million and adjusted EBITDA of $31.0 million to $32.0 million
Repurchase authorization increased by $50 million to $150 million, effective November 9, 2026, with $70.8 million remaining
Green Dot reported third-quarter 2026 results, with GAAP total operating revenues up 21% year over year and a narrower net loss. Adjusted EBITDA rose 9%, but non-GAAP diluted EPS fell 17%. The company will not hold an earnings call or give 2026 guidance because of its pending sale to Smith Ventures and CommerceOne, which is expected to close by the first quarter of 2027.
Third-quarter GAAP total operating revenues were $601.1 million, up 21% from $494.8 million a year earlier.
GAAP net loss was $7.4 million, or $0.13 per diluted share, compared with a net loss of $30.8 million, or $0.56 per share, in the prior-year quarter.
Adjusted EBITDA was $25.8 million, up 9%, while non-GAAP diluted EPS was $0.05 compared with $0.06 a year earlier.
No 2026 financial guidance or earnings call, due to the proposed transactions; the 2026 Annual Meeting is set for December 21, 2026.
Office Properties Income Trust reported results for the quarter ended September 30, 2026, with a net loss of $45.8 million, or $2.09 per share, and normalized FFO of $20.5 million, or $0.93 per share. Rental income rose to $114.2 million from $109.1 million a year earlier, and the company sold 13 properties in the quarter and issued $425 million of new senior secured notes.
Rental income was $114.2 million for the quarter, up from $109.1 million in the same quarter of 2025.
Net loss was $45.8 million, or $2.09 per share, and normalized FFO was $20.5 million, or $0.93 per share.
Same property cash basis NOI was $51.5 million, a 14.8% increase year over year.
Issued $425 million of 8.75% senior secured notes due 2031 and repaid a $325 million revolving credit facility and a $100 million term loan due January 2027.
Gladstone Investment Corporation reported net investment income of $4.8 million, or $0.12 per share, for the quarter ended September 30, 2026, down from $15.9 million, or $0.40 per share, in the prior quarter. Total investment income fell 14.8% to $24.2 million, while the net increase in net assets from operations rose to $17.1 million, helped by net unrealized appreciation, and net asset value per share rose to $16.43 from $16.24.
Net investment income was $4.8 million, or $0.12 per share, versus $15.9 million, or $0.40 per share, in the June 30, 2026 quarter.
Total investment income was $24.2 million, down from $28.4 million, mainly due to a $5.6 million decrease in success fee income.
Net increase in net assets from operations was $17.1 million, or $0.43 per share, compared with a decrease of $11.9 million, or $0.30 per share, in the prior quarter.
The quarterly distribution was $0.24 per share, unchanged from the prior quarter, and Walter H. Wilkinson Jr. resigned from the board on October 22, 2026.
Rackspace Technology reported third-quarter 2026 revenue of $609 million, down 9.3% from a year earlier, with Public Cloud revenue down 17.2% and Private Cloud revenue up 4.2%. The net loss narrowed to $54 million, or $0.21 per share, from $67 million, or $0.28 per share, a year earlier. The company raised its full-year 2026 revenue outlook by $35 million at the midpoint and kept its non-GAAP operating profit and Adjusted EBITDA outlook unchanged.
Q3 2026 revenue was $609 million, down 9.3% from $671 million in Q3 2025; Public Cloud fell 17.2% to $349 million and Private Cloud rose 4.2% to $260 million.
Net loss narrowed to $54 million ($0.21 per share) from $67 million ($0.28 per share); non-GAAP operating profit rose 12% to $36 million.
Full-year 2026 total revenue outlook is $2.51 billion to $2.56 billion, raised by $35 million at the midpoint; the profit outlook was maintained.
As of September 30, 2026, cash and cash equivalents were $108 million and total liquidity was $170 million; Q3 capital expenditures were $104 million.
U.S. Physical Therapy furnished a transcript of its November 5, 2026 third-quarter earnings call, in which it reported revenue up 13% to $223 million and adjusted earnings per share of $0.80, up $0.14 from a year earlier. It reaffirmed full-year EBITDA guidance of $102 million to $106 million, but reported a GAAP loss per share of $1.04 versus earnings of $0.48 a year earlier, which the company attributed to changes in the value of partner ownership stakes in subsidiaries.
Q3 2026 total revenue was $223 million, up 13%; comparable revenue rose 7%.
Q3 2026 EBITDA was $28 million, up $4 million; adjusted EPS was $0.80, up $0.14.
GAAP net income attributable to shareholders was $11 million, versus $13 million a year earlier, and GAAP loss per share was $1.04.
Full-year 2026 EBITDA guidance of $102 million to $106 million was reaffirmed; credit facility borrowings were $247 million versus $162 million at year-end 2025.
Occidental reported third-quarter 2026 net income attributable to common stockholders of $1.6 billion, or $1.61 per diluted share, and adjusted income of $2.0 billion, or $1.91 per share. Both measures fell from the second quarter, with the decline mainly reflecting lower realized crude prices, a sharp drop in midstream and marketing income, and derivatives losses. The company reduced principal debt by $1.8 billion to $10.0 billion, and production of 1,427 Mboed exceeded the midpoint of guidance.
Reported EPS $1.61 versus $2.75 in Q2 2026; adjusted EPS $1.91 versus $2.40 in Q2 2026
Pre-tax income from oil and gas $2.6 billion versus $2.8 billion in Q2; midstream and marketing pre-tax income $55 million versus $1.3 billion in Q2
Operating cash flow of $4.1 billion and free cash flow before working capital of $2.8 billion, with capital expenditures of $1.3 billion
Principal debt reduced to $10.0 billion after retiring $10.4 billion of debt since the start of 2026
Casella Waste Systems reported third-quarter 2026 revenue of $559.2 million, up 15.2%, and adjusted EBITDA of $133.5 million, up 11.4%. GAAP results moved the other way: the company posted a net loss of $7.0 million, compared with net income of $10.0 million a year earlier, after a $13.6 million landfill development impairment charge. The company raised its 2026 revenue guidance, narrowed its adjusted EBITDA guidance, and now expects a full-year net loss instead of net income.
Q3 revenue was $559.2 million, up $73.9 million, or 15.2%, from the same period in 2025; adjusted EBITDA was $133.5 million, up 11.4%.
Q3 net loss was $(7.0) million, or $(0.11) per diluted share, versus net income of $10.0 million, or $0.16 per share, in Q3 2025; the period included a $13.6 million landfill development impairment charge.
2026 guidance: revenue raised to $2.100 billion to $2.110 billion; adjusted EBITDA narrowed to $475 million to $481 million; net loss guidance of $(10) million to $(4) million replaces prior net income guidance of $0 million to $6 million.
H&R Block reported fiscal 2027 first-quarter revenue of $224.3 million, up 10.2% from the prior year, but its net loss from continuing operations widened to $188.1 million and its loss per share rose to $1.53. The company reaffirmed its full-year fiscal 2027 outlook and declared a quarterly dividend of $0.46 per share, which matters to shareholders because revenue growth is offset by a larger loss, while guidance was held unchanged.
Total revenue was $224.3 million, up $20.8 million, or 10.2%, from the prior year period.
Net loss from continuing operations was $188.1 million, up 13.8%; loss per share from continuing operations was $1.53, up 21.4%.
Adjusted loss per share was $1.40, compared with $1.20 a year earlier; the company cited a higher net loss and fewer shares outstanding after buybacks.
The company repurchased 2.2 million shares for $100.3 million in the quarter and declared a $0.46 dividend payable January 6, 2027.
Hims & Hers reported third-quarter 2026 revenue of $890.4 million, up 49% from a year earlier, and subscribers rose 13% to 2,788 thousand. The company swung to a net loss of $33.0 million from net income of $15.8 million a year earlier, and it reduced its full-year 2026 Adjusted EBITDA guidance to $257 million to $277 million while narrowing revenue guidance to $3.13 billion to $3.15 billion. Shareholders face higher reported losses and a lower profit outlook even as sales grew.
Q3 2026 revenue was $890.4 million, up 49% from $599.0 million, with gross margin falling to 57% from 74%.
Net loss was $33.0 million versus net income of $15.8 million in Q3 2025; Adjusted EBITDA rose to $82.4 million from $78.4 million.
Full-year 2026 Adjusted EBITDA guidance was reduced to $257 million to $277 million; full-year revenue guidance was tightened to $3.13 billion to $3.15 billion.
Q3 free cash flow was $26.0 million, down from $79.4 million a year earlier.
Take-Two Interactive reported fiscal second-quarter 2027 results for the period ended September 30, 2026. Net Bookings fell 18% and GAAP net revenue declined, but the GAAP net loss narrowed from a year earlier, and the company reiterated its fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion.
Net Bookings of $1.60 billion, down 18% from $1.96 billion a year earlier
GAAP net revenue of $1.50 billion versus $1.77 billion; GAAP net loss of $54.0 million, or $0.29 per share, versus $133.9 million, or $0.73 per share
Grand Theft Auto VI release date listed as November 19, 2026
AAON reported third-quarter 2026 net sales of $707.4 million, up 84.1%, and diluted EPS of $0.83, up 124.3%, and raised its full-year 2026 sales growth outlook to 72%-75% from 55%-60%. The company also said it is restating its first- and second-quarter 2026 financial statements over calculation errors and has identified a material weakness in internal controls, which shareholders should weigh alongside the stronger results.
Q3 2026 net sales rose 84.1% to $707.4 million; operating income rose 129.3% to $100.0 million.
Q3 gross margin was 26.7%, down from 27.8% a year earlier but up 60 basis points from the second quarter.
Restatement: Q1 2026 net income is $36.5 million, down $3.4 million; six-month net income is $103.6 million, up $7.1 million.
The material weakness will be reported in the Q3 2026 Form 10-Q; Forms 10-Q/A for Q1 and Q2 were filed with this 8-K.
Rocket Lab reported third-quarter 2026 results on November 9, 2026, with revenue of $268 million, up from $155 million a year earlier. The net loss widened to $79.7 million, or $0.12 per share, compared with $18.3 million, or $0.03 per share, in the third quarter of 2025. The company guided fourth-quarter 2026 revenue to $270 million to $290 million, so shareholders get a higher revenue base but a larger loss to weigh against it.
Q3 2026 revenue was $267.8 million, up 73% from $155.1 million in Q3 2025 and $34 million above Q2 2026.
GAAP operating loss was $79.2 million; net loss was $79.7 million, or $0.12 per share, versus $0.03 per share a year earlier.
Backlog grew to approximately $3.6 billion, up 52% from the end of Q2 2026.
Fourth-quarter 2026 guidance: revenue of $270 million to $290 million and GAAP gross margin of 34% to 36%.
Skydance Corporation reported third-quarter 2026 results for Paramount Skydance, which excludes Warner Bros. Discovery because that acquisition closed on October 6, 2026. Revenue rose 5% to $7.0 billion and net earnings were $73 million, but adjusted EBITDA was flat year over year at $1.0 billion, and the company now expects a Q4 Studios profit impact of up to $200 million from weaker Warner Bros. film results. Gross debt was $87 billion following the acquisition, which shareholders should weigh against the company's stated goal of reducing net leverage to 3.0x by the end of 2029.
Q3 total revenue was $7.0 billion, up 5% year over year; net earnings were $73 million, diluted EPS $0.06, and adjusted EBITDA $1.0 billion at a 14.2% margin.
Operating income was $368 million, including $187 million of restructuring and transaction-related costs.
Studios Q4 profit impact of up to $200 million versus prior expectations, due to underperformance of the Warner Bros. film slate; Paramount Skydance standalone remains on track for the high end of its $3.9 billion 2026 profitability outlook
Warner Bros. Discovery acquisition completed October 6, 2026, funded with $47 billion of new equity and $57 billion of new secured debt.
Amaero reported third quarter 2026 revenue of $4.1 million, up 35% year-over-year, and guided to fourth quarter revenue of $4.5 million to $5.0 million. The net loss attributable to stockholders widened to $9.1 million, or $0.38 per share, from $4.1 million, or $0.20 per share, a year earlier, and the company posted a $4.4 million gross loss after a titanium production pause and sieving system optimization. For shareholders, revenue growth is offset by a larger loss, and the company says it expects revenue growth to drive operating leverage and gross margin improvement.
Q3 2026 revenue of $4.1 million, up 35% from $3.1 million; nine-month revenue of $11.5 million, up 170%
Net loss of $9.1 million, or $0.38 per share, versus $4.1 million, or $0.20 per share, in Q3 2025; gross loss of $4.4 million
Q4 2026 revenue guidance of $4.5 million to $5.0 million; full year 2026 revenue guidance of $16.0 million to $16.5 million
IPO completed October 16, 2026 with net proceeds of $17.0 million; cash and cash equivalents were $19.3 million as of October 31, 2026
Xenon reported third-quarter 2026 results with no revenue in either period, a net loss of $110.4 million versus $90.9 million a year earlier, and higher research and development and general and administrative spending. Loss per share narrowed to $1.11 from $1.15, and the company said its cash funds operations into 2029. Shareholders should note that the X-NOVA2 depression study readout is now expected in December 2026 and that enrollment of new patients in the depression and bipolar Phase 3 studies was paused in September.
Net loss was $110.4 million for Q3 2026 versus $90.9 million for Q3 2025; loss per share was $1.11 versus $1.15.
No revenue was recorded in Q3 2026 or Q3 2025. Research and development expenses rose to $95.6 million from $77.1 million.
Cash, cash equivalents and marketable securities were $1,153.5 million at September 30, 2026, compared with $586.0 million at December 31, 2025.
The azetukalner New Drug Application for focal seizures was submitted to the FDA in September 2026; X-NOVA2 topline data are now expected in December 2026.
Cincinnati Financial posted investor presentation slides on November 9, 2026 for use from November 10, 2026. The slides show third-quarter 2026 EPS of $2.96 versus $7.11 in 3Q25, while non-GAAP operating income was $443 million compared with $449 million, and the combined ratio rose to 90.9%. The company said its year-to-date value creation ratio of 5.8% was below its 10% to 13% long-term target.
3Q26 EPS of $2.96 per share versus $7.11 per share in 3Q25
Non-GAAP operating income of $443 million versus $449 million in 3Q25
Combined ratio of 90.9%, 2.7 percentage points higher than 3Q25, including 7.0 points from higher catastrophe losses
YTD 9-30-26 value creation ratio of 5.8%, below the 10% to 13% target; P&C net written premiums grew 4%
Somnigroup released an updated investor presentation on November 9, 2026, alongside its third-quarter 2026 results. Third-quarter net sales rose 10.8% to $2,351 million, and adjusted EPS rose to $1.04 from $0.95, but GAAP net income fell 7.8% to $164 million and GAAP EPS fell to $0.74 from $0.83. The company's 2026 outlook calls for adjusted EPS of $2.90 at the midpoint and sales of approximately $8.65 billion.
Q3 2026 net sales were $2,351 million, up from $2,123 million in Q3 2025
Q3 2026 GAAP EPS was $0.74, down from $0.83; adjusted EPS was $1.04, up from $0.95
Q3 2026 adjusted EBITDA was $448 million, up from $419 million
2026 outlook: adjusted EPS of $2.90 at the midpoint and sales of approximately $8.65 billion
Fervo Energy reported third-quarter 2026 results, with net income of $11.7 million driven largely by a $29.9 million tax benefit and an $11.8 million non-cash swap gain, while operating loss widened to $43.7 million from $13.7 million a year earlier. The company lowered its expected second-half 2026 capital spending to $700 million to $750 million from $850 million to $900 million, and said Cape Google 400 commercial operation dates are unchanged, which matters for shareholders weighing construction costs and timing.
Q3 2026 net income of $11.7 million, versus a net loss of $15.8 million in Q3 2025; the release cites $15.4 million of interest income and two non-recurring items
Q3 2026 operating loss of $43.7 million; general and administrative expense rose to $39.4 million from $27.4 million in Q2 2026
Second-half 2026 capital expenditure outlook cut to $700 million to $750 million from $850 million to $900 million, with no change to expected commercial operation dates
Signed a 15-year take-or-pay power purchase agreement with Google for 396 megawatts, with first power expected mid-2028
Safe Harbor reported third-quarter 2026 revenue of $1.95 million, up 6.5%, while swinging to a net loss of approximately $979,000 from net income a year earlier that included a $3.34 million debt extinguishment gain. The company also disclosed a nonbinding term sheet with Opifex Media Inc. under which Opifex security holders would own about 85% of the combined company, and the company's common share count rose sharply after Series B conversions, which shareholders should weigh against these results.
Q3 2026 revenue was $1.95 million, up from $1.83 million; net loss was approximately $979,000, or $0.95 per share, versus net income of approximately $180,000 in Q3 2025.
Nonbinding term sheet with Opifex Media Inc. signed October 23, 2026; Opifex holders would own approximately 85% of the combined company's fully diluted shares, with the Safe Harbor share adjustable from 12.5% to 17.5%.
Series B conversion price reset to $0.1210 on October 22, 2026; common shares outstanding rose from 1,028,702 on September 30 to 132,248,520 on November 6, 2026.
Nasdaq granted an additional period through April 19, 2027 to regain compliance with the $1 minimum bid price; cash was $4.4 million at September 30, 2026, and the filing includes a going concern disclosure.
OPAL Fuels reported third quarter 2026 revenue of $79.5 million, down 5% from a year earlier, while Adjusted EBITDA rose 32% to $26.7 million and net income was $1.7 million versus a $1.9 million loss. The company now expects 2026 RNG production to be modestly below its guidance range and expects full-year Adjusted EBITDA at the lower end of its guidance range, which it maintained, so shareholders face weaker production expectations even as profit measures improved.
Q3 2026 revenue was $79.5 million, down 5% from $83.4 million in Q3 2025; nine-month revenue was $236.3 million, down 5%.
Q3 2026 Adjusted EBITDA was $26.7 million, up from $20.2 million; net income was $1.7 million versus a $1.9 million loss; basic and diluted EPS was $(0.03), unchanged year over year.
Company now expects 2026 RNG production to be modestly below its guidance range; 2026 Adjusted EBITDA guidance was maintained, with results expected at the lower end of the range.
Three new RNG projects with about 2.0 million MMBtu of annual design capacity are expected to begin commercial operations over 2027.
Quanterix reported third-quarter 2026 revenue of $35.0 million, up 6.3% from the second quarter but down from $40.2 million a year earlier, and a net loss of $21.6 million, compared with $33.5 million a year earlier. The company narrowed its 2026 total revenue outlook to $142-146 million, which gives shareholders a clearer range for the full year.
Q3 2026 revenue of $35.0 million, compared with $40.2 million in Q3 2025 and up 6.3% from Q2 2026.
Net loss of $21.6 million, or $0.46 per share, compared with a net loss of $33.5 million, or $0.73 per share, a year earlier.
2026 total revenue outlook narrowed to $142-146 million; adjusted gross margin expectation of 48-50% unchanged; year-end cash expected at about $70 million with no debt.
Cash, cash equivalents, marketable securities and restricted cash totaled $80.7 million at September 30, 2026.
Uniti Group reported third quarter 2026 revenue of $848.1 million, up from $722.6 million a year earlier, but posted a net loss of $244.5 million, compared with net income of $1,608.9 million in the prior-year quarter that included a $1,685.4 million gain on settlement of preexisting relationships. Adjusted EBITDA was $289.3 million, down from $327.8 million, and the company raised its full-year 2026 revenue outlook to $3.665 billion to $3.695 billion while projecting a net loss of $590 million to $620 million.
Third quarter revenue of $848.1 million, up from $722.6 million in the same quarter of 2025
Net loss of $244.5 million, versus net income of $1,608.9 million in the prior-year quarter, which included a $1,685.4 million settlement gain
Adjusted EBITDA of $289.3 million, down from $327.8 million a year earlier
2026 outlook: revenue of $3.665 billion to $3.695 billion, net loss of $590 million to $620 million, and Adjusted EBITDA of $1.46 billion to $1.49 billion
Turning Point Brands reported third-quarter 2026 results, with net sales up 27.0% to $151.1 million, driven by growth in its Modern Oral products. Net income attributable to the company fell 81.4% to $3.9 million, and diluted EPS was $0.19 versus $1.13 a year earlier, as sales and marketing spending increased. The company reaffirmed its full-year 2026 guidance, which it had last updated on September 21, 2026.
Net sales rose 27.0% to $151.1 million; Modern Oral net sales rose 102.9% to $74.4 million.
Net income attributable to Turning Point Brands fell 81.4% to $3.9 million; diluted EPS was $0.19 versus $1.13.
Adjusted EBITDA fell 41.3% to $18.4 million, including increased sales and marketing investments.
Full-year 2026 guidance reaffirmed: Modern Oral net sales of $260-$270 million and Adjusted EBITDA of $70-$80 million.
WhiteHorse Finance reported third quarter 2026 results for the period ended September 30, 2026, with net investment income of $4.4 million, or $0.207 per share, down from $4.7 million in the prior quarter. Net asset value per share rose to $11.82 from $11.77, and the board declared a $0.25 per share distribution payable January 6, 2027, while the adviser agreed to lower its incentive fee rate to 17.50%.
Net investment income was $4,439 thousand, or $0.207 per share, down 5.2% from $4,681 thousand in Q2 2026; core net investment income rose 2.7% to $4,806 thousand, or $0.224 per share
Net asset value per share increased to $11.82 from $11.77; net realized losses were $3,631 thousand
Quarterly distribution of $0.25 per share payable January 6, 2027 to holders of record as of December 21, 2026; a special distribution of $0.17 per share is payable December 10, 2026
Adviser voluntarily reduced the incentive fee rate from 20.00% to 17.50% for the quarter ending December 31, 2026
CECO Environmental reported third-quarter 2026 revenue of $404.4 million, up 105% from a year earlier, following its June 1, 2026 acquisition of Thermon. The company swung to a GAAP net loss of $2.0 million, though non-GAAP net income rose to $34.3 million. It raised its full-year 2026 orders and free cash flow conversion outlook, kept its revenue and Adjusted EBITDA outlook unchanged, and introduced a 2027 outlook.
Q3 2026 revenue was $404.4 million, up 105%; GAAP net loss was $2.0 million versus net income of $1.5 million a year earlier.
Non-GAAP diluted EPS was $0.60 versus $0.26; Adjusted EBITDA was $70.1 million, up 202%.
2026 orders outlook raised to exceed $2.5 billion from at least $2.0 billion; free cash flow conversion raised to about 100% of Adjusted EBITDA from at least 55%.
2026 revenue ($1.300 billion to $1.375 billion) and Adjusted EBITDA ($200 million to $225 million) outlooks were maintained; 2027 revenue outlook is $2.1 billion to $2.3 billion.
RadNet reported third-quarter 2026 revenue of $638.3 million, up 22.1%, and Adjusted EBITDA of $105.0 million, up 23.8%, both described as records. GAAP net income attributable to common stockholders fell to $4.2 million, or $0.05 per diluted share, from $5.4 million, or $0.07, a year earlier. The company raised its 2026 Imaging Center guidance for revenue, Adjusted EBITDA and free cash flow, and raised Digital Health Adjusted EBITDA guidance.
Q3 2026 revenue was $638.3 million, up from $522.9 million; Adjusted EBITDA was $105.0 million, up from $84.9 million.
GAAP net income attributable to RadNet common stockholders was $4.2 million ($0.05 per diluted share) versus $5.4 million ($0.07) in Q3 2025; adjusted diluted EPS was $0.30 versus $0.24.
Imaging Center guidance raised to $2,385-$2,435 million revenue, $350-$363 million Adjusted EBITDA and $120-$130 million free cash flow.
Digital Health Adjusted EBITDA fell 11.8% to $3.0 million in Q3; cash was $750.6 million at September 30, 2026, and the pending ONRAD acquisition was referenced.
ImmunityBio reported third-quarter 2026 net product revenue of $48.7 million, up 53% from a year earlier, and nine-month net product revenue of $143.6 million, up 92%. Net loss attributable to common stockholders rose to $184.6 million for the quarter from $67.3 million, mainly due to non-cash fair value changes in a related-party convertible note, warrant and derivative liabilities after a higher common stock price, along with higher interest expense and operating costs.
Q3 2026 net product revenue was $48.7 million, up 53% year-over-year; nine-month net product revenue was $143.6 million, up 92%.
Q3 2026 net loss attributable to common stockholders was $184.6 million, versus $67.3 million in Q3 2025; basic loss per share was $0.17 versus $0.07.
Nine-month net loss attributable to common stockholders was $1.0 billion, versus $289.5 million a year earlier.
Cash, cash equivalents and marketable securities totaled $334.3 million as of September 30, 2026.
Tonix Pharmaceuticals reported third-quarter 2026 net product revenue of $17.2 million, up from $3.3 million a year earlier, with TONMYA contributing $15.0 million. The net loss available to common stockholders widened to $53.3 million from $32.0 million, as research and development and selling, general and administrative expenses rose sharply. The company said its cash resources will meet its requirements into the early third quarter of 2027, a timeline shareholders will weigh against the larger losses.
Net product revenue was $17.2 million versus $3.3 million a year earlier; TONMYA net revenue was $15.0 million, up 37% from the second quarter.
Net loss available to common stockholders was $53.3 million, or $2.89 per share, compared with $32.0 million, or $3.59 per share, a year earlier.
R&D expenses were $25.8 million and SG&A expenses were $45.6 million, compared with $9.3 million and $25.7 million a year earlier.
Cash and cash equivalents were about $163 million as of September 30, 2026; the company expects them to fund operations into the early third quarter of 2027.
Roivant reported results for the quarter ended September 30, 2026, its first quarter with sales of LISRAYA (brepocitinib), which launched in August 2026. Revenue rose to $35.1 million from $1.6 million a year earlier, but the net loss attributable to Roivant widened to $191.6 million, or $0.27 per share, from $113.5 million, or $0.17, partly due to $95.9 million of distributions tied to Moderna settlement proceeds.
LISRAYA generated net product revenue of $31.0 million in its first 5 weeks of launch following FDA approval in August 2026.
Net loss attributable to Roivant was $191.6 million, or $0.27 per share, versus $113.5 million, or $0.17 per share, a year earlier.
Net loss included $95.9 million of distributions on Genevant equity awards tied to Moderna settlement proceeds.
Cash, cash equivalents and marketable securities were $4.2 billion as of September 30, 2026.
Powerfleet reported fiscal second-quarter 2027 revenue of $115.7 million, up 4% year over year, but its net loss attributable to common stockholders widened to $6.9 million from $4.3 million. The company said it has agreed in principle to a device financing facility with Rand Merchant Bank, subject to definitive documentation, and affirmed its fiscal 2027 revenue and adjusted EBITDA guidance.
Revenue rose to $115.7 million from $111.7 million, while gross margin fell to 53% from 56%.
Profit from operations was $1.4 million, compared with $4.2 million a year earlier, per the statement of operations.
Agreed in principle to a device financing facility with Rand Merchant Bank; terms remain subject to definitive documentation.
Fiscal 2027 guidance affirmed: revenue of $468 million to $473 million and adjusted EBITDA of $111 million to $114 million.
Superior Group reported third quarter 2026 net sales of $146.0 million, up 5% from $138.5 million a year earlier, but net income fell to $2.6 million, or $0.17 per diluted share, from $2.7 million, or $0.18. The company narrowed its full-year 2026 net sales and adjusted EPS forecasts by raising the low end of each range, which signals somewhat firmer expectations for shareholders.
Q3 2026 net sales of $146.0 million, up 5% from $138.5 million in Q3 2025
Net income of $2.6 million, or $0.17 per diluted share, versus $0.18 a year earlier
Adjusted EBITDA of $6.7 million, down from $7.5 million; CEO cited incremental charges tied to the Healthcare Apparel strategic shift
2026 net sales outlook narrowed to $578.0 million to $585.0 million; adjusted EPS outlook narrowed to $0.60 to $0.66
Hain Celestial reported fiscal first quarter 2027 results for the quarter ended September 30, 2026, with net sales down 29% to $260 million and a net loss of $11 million, narrowed from $21 million a year earlier. The company said final regulatory approvals were received in early November 2026 for the sale of its International business to AURELIUS, but a condition requiring a credit agreement amendment by October 12, 2026 was not satisfied, and discussions on a path forward continue.
Net sales were $260 million, down 29% year over year; organic net sales fell 7%.
Net loss was $11 million, or $0.12 per diluted share, versus $21 million, or $0.23, a year earlier; adjusted EBITDA was $18 million versus $20 million.
Final required regulatory approvals for the International sale to AURELIUS were received in early November 2026.
The credit agreement amendment condition due October 12, 2026 was not satisfied; total debt was $586 million at quarter end.
Ceva reported third quarter 2026 results, with total revenue of $29.1 million, up 2% from a year earlier, and a GAAP net loss of $2.3 million, down from $2.5 million. The GAAP operating loss widened to $3.5 million from $2.1 million, and gross margin fell, so profitability trends are mixed.
Total revenue was $29.1 million, up 2% year over year; royalty revenue was $12.7 million, up 18% sequentially.
GAAP diluted loss per share was $0.08, compared with $0.10 a year earlier; non-GAAP diluted earnings per share was $0.13, versus $0.11.
GAAP operating loss was $3.5 million, compared with $2.1 million, and GAAP gross margin was 85%, compared with 88%.
The CFO said a significant multi-year connectivity agreement expected in the third quarter was signed in early fourth quarter 2026.
AMG reported third-quarter 2026 results. Consolidated revenue rose to $595.2 million from $528.0 million, but diluted EPS fell to $6.64 from $6.87, and the prior-year quarter included affiliate transaction gains. Non-GAAP Economic EPS rose to $9.50 from $6.10, and the company repurchased $400 million of stock and declared a $0.01 per share dividend.
Diluted EPS was $6.64 versus $6.87 a year earlier; net income (controlling interest) was $173.3 million versus $212.4 million.
Economic EPS (non-GAAP) was $9.50 versus $6.10; Adjusted EBITDA (controlling interest) was $353.7 million versus $250.9 million.
Consolidated revenue was $595.2 million versus $528.0 million; AUM was $973.9 billion at September 30, 2026, with net client cash flows of $20.7 billion in the quarter.
Quarterly dividend of $0.01 per share is payable December 3, 2026 to holders of record on November 19, 2026.
Village Farms reported third-quarter 2026 consolidated net sales of $66.9 million, nearly unchanged from $66.7 million a year earlier, with record cannabis sales of $55.0 million offset by lower cannabis gross margin of 48% versus 55%. Net income attributable to shareholders was $10.0 million, or $0.08 per share, compared with $10.2 million a year earlier, and adjusted EBITDA from continuing operations fell to $18.2 million from $20.7 million.
Consolidated net sales were $66.9 million for Q3 2026, versus $66.7 million in Q3 2025.
Cannabis net sales rose 3% to $55.0 million, while cannabis gross margin was 48%, down from 55%, which the company attributed mainly to a softer Canadian spot trim market.
Net income attributable to shareholders was $10.0 million, or $0.08 per share, versus $10.2 million in the prior-year quarter.
The company closed the quarter with $80 million in cash and a net cash position of $41 million.
Praxis Precision Medicines reported a third-quarter 2026 net loss of $94.2 million, up from $73.9 million a year earlier, while its loss per share narrowed to $3.23 from $3.36 on a larger share count. The company had $1.3 billion in cash and investments at September 30, 2026, which it says funds operations into 2028, and it has two FDA applications under review with target action dates of December 27, 2026 and January 29, 2027.
Net loss was $94.2 million for Q3 2026 versus $73.9 million for Q3 2025; loss per share was $3.23 versus $3.36.
General and administrative expenses rose to $42.7 million from $12.6 million, mainly on $17.2 million in higher personnel costs and $9.4 million in higher professional expenses.
Cash, cash equivalents and marketable securities were $1.3 billion at September 30, 2026, which the company says funds operations into 2028.
FDA target action dates are December 27, 2026 for relutrigine and January 29, 2027 for ulixacaltamide; Investor Day is November 12, 2026.
KKR reported third quarter 2026 results, with GAAP net income attributable to common stockholders of $1.1 billion, up from $860 million a year earlier, and diluted EPS of $1.19 versus $0.90. Total revenues fell to $4.56 billion from $5.53 billion, largely in the Insurance segment, while the company said fee related earnings, total operating earnings and adjusted net income per share were all records on a quarterly and trailing twelve-month basis.
GAAP net income to common stockholders was $1.1 billion in Q3 2026 versus $860 million in Q3 2025; diluted EPS was $1.19 versus $0.90.
Total revenues were $4.56 billion versus $5.53 billion a year earlier; Insurance revenues were $2.80 billion versus $3.78 billion.
Fee Related Earnings were $1.3 billion, up 27% year over year; adjusted net income was $1.6 billion ($1.78 per adjusted share), up 29%.
The board approved a $500 million increase to the share repurchase program on November 6, after $567 million of repurchases from June 30 through November 4.
Target Hospitality reported third quarter 2026 revenue of $129.1 million, up 30% from a year earlier, and Adjusted EBITDA of $34.2 million, up 59%. The company also posted a net loss of $9.2 million, or $0.09 per share, compared with a loss of $0.8 million, or $0.01 per share, a year earlier. It reaffirmed its full-year 2026 outlook, which covers revenue of $435 to $445 million and Adjusted EBITDA of $105 to $115 million.
Q3 2026 revenue was $129.1 million, up from $99.4 million in Q3 2025.
Workforce Hospitality Solutions revenue rose to $79.5 million from $36.8 million, with 6,222 average utilized beds.
Full-year 2026 outlook was reaffirmed: revenue of $435 to $445 million and Adjusted EBITDA of $105 to $115 million.
Ferguson reported net sales of $9.0 billion for the quarter ended September 30, 2026, up 9.5%, with reported diluted EPS of $3.08, down 4.9%, and adjusted EPS of $3.43, up 7.9%. The company raised its 2026 net sales growth guidance to about 7% from mid-single digits, citing year-to-date performance and the FloWorks acquisition, while buybacks are paused and net debt to adjusted EBITDA rose to 1.7x from 1.0x.
Q3 net sales $9.0 billion, up 9.5%, including 7.0% organic growth
Reported diluted EPS $3.08, down 4.9%; adjusted diluted EPS $3.43, up 7.9%
2026 net sales growth guidance raised to about 7% from mid-single digits; adjusted operating margin guidance 9.6%-9.8%
Quarterly dividend of $0.89 payable January 8, 2027; share repurchases paused after FloWorks, with buybacks expected to resume as leverage falls
CNH reported third-quarter 2026 revenues of $4.35 billion, roughly flat year over year, and reported net income of $35 million, down from $67 million, after a $156 million non-cash deferred tax valuation allowance charge in Brazil. Adjusted net income rose to $205 million, helped by $109 million in pre-tax IEEPA tariff refunds, and the company raised its 2026 adjusted EPS and free cash flow guidance, which matters to shareholders because the results mix a weaker reported profit with improved adjusted and outlook figures.
Reported net income was $35 million, or $0.02 per diluted share, versus $67 million, or $0.06, in Q3 2025.
Adjusted net income was $205 million versus $109 million; adjusted diluted EPS was $0.16 versus $0.08.
Consolidated revenues were $4.35 billion, down 1% from $4.40 billion a year earlier.
2026 adjusted diluted EPS guidance was raised to $0.44 to $0.48 from $0.41 to $0.46, and Industrial Activities free cash flow guidance to $300 million to $450 million from $200 million to $400 million.
Somnigroup reported third-quarter 2026 net sales up 10.8% to $2.35 billion, including $372.6 million from Leggett & Platt after its August 26, 2026 acquisition. GAAP diluted EPS fell 10.8% to $0.74, while adjusted EPS rose 9.5% to $1.04, and the company revised its full-year 2026 adjusted EPS guidance to $2.85 to $2.95. The company also declared a quarterly dividend of $0.17 per share.
Q3 net sales rose 10.8% to $2,350.8 million; GAAP net income fell 7.8% to $163.5 million
Full-year 2026 adjusted EPS guidance revised to a range of $2.85 to $2.95, about 7% above 2025 adjusted EPS at the midpoint
Quarterly dividend of $0.17 per share, payable December 7, 2026, to holders of record on November 23, 2026
Sable Offshore reported third quarter 2026 revenue of $154.4 million, up 13% from the prior quarter, with average net sales volumes up 29% to about 27 thousand barrels of oil per day. The company said its sole downstream crude purchaser halted purchases in early October 2026, which it describes as creating near-term working capital constraints, and it is evaluating a bulk sale of crude held in inventory. Shareholders face a mix of stronger sales and a disruption to cash flow that the company is still working to resolve.
Q3 2026 total revenue of $154.4 million, up 13% quarter over quarter; cash and cash equivalents of $38.0 million at quarter end
Crude oil sales halted by sole downstream purchaser in early October 2026 for storage tank maintenance; sales to three additional Los Angeles-area refineries began in early November 2026
Platform Hondo final MMA inspections and initial production scheduled for November 2026, with all producing wells forecast online in December 2026 at about 10,000 gross barrels of oil per day
Sold 16,110,711 shares under its at-the-market program in Q3 2026 at an average of about $4.75 per share; no ATM sales in Q4 2026 to date
Berkshire Hathaway reported third-quarter 2026 net earnings of $22.1 billion, down from $30.8 billion a year earlier, as investment gains fell to $9.4 billion from $17.3 billion. For the first nine months, net earnings rose to $57.9 billion from $47.8 billion, and operating earnings rose to $37.0 billion from $34.3 billion, so the quarterly decline and the year-to-date gain point in different directions for shareholders.
Q3 2026 net earnings were $22.1 billion versus $30.8 billion in Q3 2025; Q3 operating earnings were $12.7 billion versus $13.5 billion.
First nine months 2026 net earnings were $57.9 billion versus $47.8 billion in the same period of 2025; operating earnings were $37.0 billion versus $34.3 billion.
Berkshire acquired about $9.6 billion of treasury shares in Q3 2026 and about $14.4 billion in the first nine months.
The results were released November 7, 2026 and furnished as Exhibit 99.1 to a Form 8-K dated November 9, 2026.
EVgo reported third quarter 2026 results, with total revenue down 1% year-over-year while charging network revenue rose 29%. The net loss widened to $49.2 million, and the company updated its full-year 2026 guidance. The board also received a non-binding, unsolicited proposal from LS Power to acquire the shares it does not own for $2.00 per share in cash, which could affect shareholders if pursued.
Total Q3 2026 revenue was $91.4 million, down 1% from $92.3 million, while charging network revenue rose 29% to $71.8 million.
Q3 2026 net loss was $49.2 million, compared with $28.4 million in Q3 2025; adjusted EBITDA loss narrowed to $3.5 million from $5.0 million.
Updated 2026 guidance: total revenue of $375 million to $400 million and adjusted EBITDA loss of $15 million to $30 million.
On November 2, LS Power Equity Advisors proposed to acquire EVgo's Class A shares not already owned by LS Power for $2.00 per share in cash; a special committee of independent directors is reviewing it.
TEN Holdings reported third-quarter 2026 revenue of $640,000, up 17.9% from a year earlier, but its net loss rose 87.9% to $3,734,000. The loss reflects a $1.8 million write-off of previously capitalized service contracts and about $0.5 million in legal expenses, which the company calls non-recurring. Shareholders also face a change in finance leadership, as Ian M. Lawson became interim chief financial officer effective September 30, 2026.
Revenue was $640,000 versus $543,000 a year earlier; gross margin fell to 59.2% from 74.6%.
Net loss was $3,734,000, or $(0.31) per share, compared with $1,987,000, or $(0.84) per share, in the third quarter of 2025.
The company cited a $1.8 million write-off of capitalized service contracts and about $0.5 million in legal expenses.
Ian M. Lawson was appointed interim chief financial officer, effective September 30, 2026.
CPS Technologies reported fiscal third-quarter 2026 revenue of $8.9 million, up from $8.8 million a year earlier, with gross margin of 20.9% versus 17.1%. For the nine months, the company posted an operating loss of $423,415 compared with operating income of $542,659 a year earlier, and it signed a lease for an 80,000-square-foot facility in Attleboro, Massachusetts.
Q3 revenue of $8.9 million versus $8.8 million in the prior-year quarter
Q3 gross profit of $1.9 million, or 20.9% of revenue, versus 17.1% a year earlier
Q3 operating income of $357,747 versus $276,082; nine-month operating result was a loss of $423,415 versus income of $542,659
Company signed a long-term lease for an 80,000-square-foot facility in Attleboro, Massachusetts, about twice its current size
Star Holdings reported a third-quarter net loss attributable to common shareholders of $45.1 million, or $3.74 per share, for the quarter ended September 30, 2026. The loss reflects a non-cash mark-to-market adjustment of $53.1 million on its roughly 13.5 million Safehold (SAFE) shares, which reduced per-share earnings by $4.40. The company also raised cash through asset sales and cut its margin loan balance roughly in half, which matters to shareholders because the company says it plans to realize value mainly through asset sales and active asset management.
Q3 2026 net loss attributable to common shareholders: $45.1 million, or $3.74 per share
Non-cash SAFE adjustment of $53.1 million reduced earnings per share by $4.40
Sold municipal debt securities portfolio for $50.2 million, with a $4.5 million gain
Sold Coney Island land parcel for $20.0 million with a $4.7 million profit; margin loan reduced from $94.5 million to $46.5 million
Kestrel Group reported a third-quarter 2026 net loss of $16.4 million, or $2.09 per share, on total revenues of $4.8 million. Program Services fee income rose 203% year over year to $2.9 million, while the Legacy Reinsurance segment posted a $6.4 million underwriting loss. Management is targeting about $5 million in run-rate expense savings over the next year.
Q3 2026 net loss of $16.4 million, or $2.09 per share; total revenues of $4.8 million
Program Services fee income of $2.9 million, up 203% year over year; premium produced of $121.2 million, up 132%
Legacy Reinsurance segment underwriting loss of $6.4 million, including a $6.5 million loss in the Diversified business
Targeting approximately $5 million in run-rate expense savings over the next twelve months
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.
Global Self Storage reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose 0.6% to $3.2 million and FFO and AFFO grew, but net income fell 16.0% to $417,000 and same-store occupancy slipped to 92.9% from 93.2% a year earlier. The company maintained its $0.0725 quarterly dividend and reported capital resources of about $24.3 million.
Total revenues rose 0.6% to $3.2 million; net income fell 16.0% to $417,000, or $0.04 per diluted share.
FFO rose 5.8% to $1.1 million ($0.09 per diluted share) and AFFO rose 4.7% to $1.1 million ($0.10 per diluted share); both are non-GAAP measures.
Same-store NOI fell 0.6% to $2.0 million, with cost of operations up 2.5% to $1.3 million.
Same-store occupancy was 92.9% as of September 30, 2026, versus 93.2% a year earlier; the quarterly dividend stayed at $0.0725 per share.
Ring Energy reported third-quarter 2026 results on November 5, 2026, with revenue down about 2% from the second quarter to $102.3 million, mainly on lower realized oil prices. The company posted a net loss of $16.6 million, or $0.06 per diluted share, compared with net income of $64.8 million in the prior quarter, which included a $41.0 million unrealized derivative loss this quarter, while adjusted net income rose 14% to $27.3 million.
Revenue $102.3 million, down about 2% from $104.7 million in Q2 2026; realized oil price $83.72 per barrel, down about 12%
Net loss $16.6 million ($0.06 per diluted share) versus net income $64.8 million in Q2 2026; includes a $41.0 million unrealized derivative loss
Adjusted net income $27.3 million ($0.10 per diluted share), up 14%; adjusted EBITDA $57.1 million, up 5%
Revolving credit facility borrowings reduced by $10.0 million to $350.0 million at September 30, 2026; Q4 2026 oil guidance 12,900 to 13,500 Bo/d
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.
NI Holdings reported third-quarter 2026 net income of $5.5 million, or $0.27 per basic share, compared with a net loss of $1.7 million, or $(0.08) per share, a year earlier. The improvement came mainly from a lower combined ratio, but gross premiums written fell 7.2% as the company continues to exit the Non-Standard Auto segment, which matters to shareholders because premium volume is shrinking.
Net income was $5.5 million for the quarter versus a $1.7 million loss in Q3 2025; nine-month net income was $18.2 million versus a $7.3 million loss.
Combined ratio improved to 93.6% from 109.1%, driven mainly by favorable prior-year loss reserve development in Non-Standard Auto.
Gross premiums written fell 7.2% to $54.3 million and net premiums earned fell 8.6% to $65.8 million; Non-Standard Auto premiums declined 100.2%.
Net investment income was $2.7 million, down 10.7%, as maturities and sales funded operating cash needs in Non-Standard Auto.
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.
BOK Financial furnished a November 2026 investor presentation summarizing its third-quarter 2026 results. Net income was $159.9 million, or $2.64 per diluted share, down from $176.5 million, or $2.92, in the second quarter but up from $140.9 million, or $2.22, a year earlier. The presentation also shows the 2026 full-year outlook as of October 20, 2026, which shareholders can compare with the company's prior guidance.
Q3 2026 net income was $159.9 million, or $2.64 per diluted share, versus $176.5 million, or $2.92, in Q2 2026 and $140.9 million, or $2.22, in Q3 2025.
Q2 2026 results included a net gain from the exchange of Visa B shares and a loss from repositioning the available-for-sale securities portfolio; excluding these, Q2 net income would have been $156.5 million, or $2.59 per diluted share.
Net interest margin rose 9 basis points to 3.00%, and period-end loans grew $646 million, or 2.4%, to $27.7 billion.
The 2026 outlook as of October 20, 2026 shows net interest income of $1.43 billion to $1.44 billion and a provision expense below $10 million.
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.
Minerva Neurosciences reported GAAP net income of $100.7 million for the quarter ended September 30, 2026, compared with a net loss of $2.7 million a year earlier. The company said the result was driven by a $109.6 million non-cash gain from changes in the fair value of its warrant liability, and excluding that gain and stock-based compensation, its adjusted net loss widened to $5.6 million from $2.5 million. For shareholders, the operating loss grew as research and development and general and administrative spending rose, and cash and equivalents fell to about $77.0 million.
GAAP net income of $100.7 million, or $1.94 per basic share and $(0.19) per diluted share, for the three months ended September 30, 2026, versus a net loss of $2.7 million a year earlier.
Non-cash warrant liability gain of $109.6 million; adjusted net loss was $5.6 million versus $2.5 million in the prior-year quarter.
R&D expense was $5.2 million versus $0.9 million, and G&A expense was $4.3 million versus $1.9 million.
Cash, cash equivalents, marketable securities and restricted cash were about $77.0 million at September 30, 2026, down from $82.4 million at December 31, 2025.
Immunocore reported third-quarter 2026 KIMMTRAK net revenue of $102.2 million, down from $103.7 million a year earlier, and a net loss of $14.2 million ($0.28 per share) versus a $0.2 million loss in Q3 2025. The company attributed the revenue decline mainly to U.S. wholesaler stocking in Q2 2026 and one extra week of U.S. sales in Q3 2025, and said underlying growth was about 10%. Nine-month revenue rose to $324.8 million from $295.5 million, and the nine-month net loss narrowed to $2.1 million from $5.5 million.
Q3 2026 net revenue was $102.2 million, versus $103.7 million in Q3 2025; the company cited about 10% underlying growth after adjusting for U.S. items
Q3 2026 net loss was $14.2 million ($0.28 per share), compared with $0.2 million ($0.00 per share) a year earlier
Nine-month 2026 revenue was $324.8 million, up from $295.5 million; nine-month net loss was $2.1 million ($0.04 per share)
Cash, cash equivalents and marketable securities were $901.3 million at September 30, 2026; the company expects about $120 million in sales-related rebate payments in Q4 2026
United Bancorp (UBCP) reported third-quarter 2026 net income of $1.4 million, or $0.25 per diluted share, down 27.4% from $1.9 million, or $0.34, a year earlier. Management attributed the decline to a $2,953,000 charge-off of a single commercial credit, which raised the quarter's provision for credit losses to $2,421,000. Total revenue rose 15.16% and pre-provision net revenue rose 66.45%, but the one-time loan loss reduced earnings for shareholders.
Q3 2026 net income of $1,401,000 and diluted EPS of $0.25, versus $0.34 in Q3 2025
Nine-month net income of $5,407,000 and diluted EPS of $0.94, versus $0.99 a year earlier
Single commercial borrower charge-off of $2,953,000 drove a Q3 provision for credit losses of $2,421,000
Non-GAAP pre-provision net revenue of $3,490,000 for Q3, up $1,393,000 year over year, including a $560,000 securities gain
Plains reported third-quarter 2026 results on November 6, 2026. Net income attributable to PAA fell to $363 million from $441 million, and diluted net income per common unit turned to a loss of $0.06 from a profit of $0.55, while adjusted EBITDA attributable to PAA rose 6% to $711 million on revenues of $15.2 billion. Management said the company is on track to meet full-year 2026 adjusted EBITDA guidance attributable to PAA of $2.880 billion, plus or minus $50 million, so unitholders see a mixed quarter: the operating measure grew, but reported profit declined.
Net income attributable to PAA was $363 million, down 18% from $441 million a year earlier.
Diluted net loss per common unit was $0.06, compared with earnings of $0.55 per unit in the third quarter of 2025.
Adjusted EBITDA attributable to PAA rose 6% to $711 million; revenues were $15.2 billion versus $11.6 billion.
Full-year 2026 adjusted EBITDA guidance attributable to PAA of $2.880 billion plus or minus $50 million was reaffirmed as on track, and a quarterly distribution of $0.4175 per unit was paid.
Plains All American reported third-quarter 2026 results on November 6, 2026. Revenue and adjusted EBITDA attributable to PAA rose, but net income attributable to PAA fell 18% and the per-unit result turned to a loss of $(0.06), which the company tied in part to a $358 million impact from repurchasing Series A preferred units. Management said it is on track to meet full-year 2026 adjusted EBITDA guidance of $2.880 billion, plus or minus $50 million.
Net income attributable to PAA was $363 million versus $441 million a year earlier; diluted net income/(loss) per common unit was $(0.06) versus $0.55.
Revenues were $15.173 billion versus $11.578 billion, and adjusted EBITDA attributable to PAA was $711 million, up 6%.
Full-year 2026 adjusted EBITDA attributable to PAA guidance of $2.880 billion plus or minus $50 million was reaffirmed as on track.
Distribution declared was $0.4175 per unit, up 10% from $0.3800 a year earlier.
DarkHorse Technologies reported third-quarter 2026 revenue of $3.0 million, up from $2.6 million a year earlier, and a net loss of $5.8 million, wider than the $4.2 million loss in the third quarter of 2025 but narrower than the $13.8 million loss in the second quarter of 2026. The company says the revenue gain mainly reflects the Cathedra Bitcoin operations acquired June 1, 2026, and the results have limited comparability with the prior year.
Revenue was $3.0 million in Q3 2026, versus $2.5 million in Q2 2026 and $2.6 million in Q3 2025.
Net loss was $5.8 million, or $0.65 per share, versus $4.2 million, or $1.49 per share, in Q3 2025.
Cash and cash equivalents were $8.8 million at September 30, 2026, up from $2.8 million at June 30, 2026.
Contracted power roughly doubled to about 100 MW after a 50 MW contract with Hopkinsville Electric System signed September 30, 2026.
Calumet reported third-quarter 2026 results, with sales of $1.68 billion, up from $1.08 billion a year earlier. Net income fell to $273.3 million from $313.4 million, and basic earnings per share were $2.91 versus $3.61, after non-cash derivative and RINs-related charges. Adjusted EBITDA rose to $322.0 million from $69.6 million, and the company said it has retired about $265 million of debt since July.
Q3 2026 sales of $1.68 billion vs. $1.08 billion in Q3 2025; net income of $273.3 million vs. $313.4 million
Basic EPS of $2.91 vs. $3.61 a year earlier; net income attributable to common shareholders of $256.4 million
Adjusted EBITDA of $322.0 million vs. $69.6 million; Adjusted EBITDA with Tax Attributes of $347.2 million vs. $92.5 million
Non-cash items included a $113.8 million unrealized derivatives loss and $176.7 million of RINs-related items; $150 million of 2028 Notes were redeemed on October 25, 2026
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.
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.
MSG Rangers reported its first quarter results as a standalone company after its October 26, 2026 spin-off from MSG Knicks. Revenue rose 3% to $14.1 million, but the operating loss widened to $23.6 million and the net loss per share was $1.39, versus $0.89 a year earlier.
Revenues of $14.1 million for the quarter ended September 30, 2026, up $0.4 million, or 3%, from $13.7 million
Operating loss of $23.6 million, up $10.7 million from $12.8 million, driven mainly by higher SG&A and direct operating expenses
Net loss of $16.9 million, or $1.39 per share, compared with a net loss of $10.8 million, or $0.89 per share, a year earlier
Net cash used in operating activities was $71.2 million for the quarter, compared with $5.1 million a year earlier
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
Array Digital Infrastructure reported third quarter 2026 results, with total operating revenues from continuing operations rising to $53.9 million from $47.1 million a year earlier. Net income attributable to Array shareholders from continuing operations fell to $69.6 million, or $0.81 per diluted share, from $108.8 million, or $1.25 per share, and the company reaffirmed its 2026 guidance, which it left unchanged.
Total operating revenues from continuing operations were $53.9 million, up from $47.1 million in the third quarter of 2025.
Diluted EPS from continuing operations was $0.81, compared with $1.25 a year earlier.
2026 guidance is unchanged: total operating revenues of $205-$215 million, Adjusted OIBDA of $60-$75 million, Adjusted EBITDA of $220-$235 million, and capital expenditures of $25-$35 million.
TDS said on September 1, 2026 that it is no longer pursuing its non-binding proposal to acquire the Array shares it does not own.
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.
Anika Therapeutics reported third-quarter 2026 revenue of $30.6 million, up 10% from a year earlier, and a narrower GAAP loss from continuing operations of $0.3 million. It raised the low end of its 2026 total revenue guidance and its 2026 adjusted EBITDA margin guidance, but cut its Commercial Channel growth guidance. In October, the FDA said the Hyalofast application is not approvable, which removes a near-term regulatory path for that product.
Revenue was $30.6 million versus $27.8 million; Commercial Channel rose 17% to $14.0 million and OEM Channel rose 5% to $16.6 million.
GAAP loss from continuing operations was $0.3 million, or $0.02 per diluted share, versus $3.2 million a year earlier; adjusted EBITDA was $5.1 million versus $0.9 million.
2026 total revenue growth guidance is now 6% to 10%, up from 5% to 10%; Commercial Channel guidance was cut to 9% to 13% from 12% to 18%.
In October, the FDA informed Anika that the Hyalofast pre-market approval application is not approvable, primarily based on the clinical data submitted.
Canopy Growth reported fiscal second-quarter 2027 results for the three months ended September 30, 2026, with consolidated net revenue up 22% to C$81.4 million, led by a 141% rise in international cannabis sales. Net loss increased by $35.7 million from the prior-year quarter because of $35.8 million of fair value charges on Canopy USA related assets, and gross margin fell to 29% from 33%. Shareholders get higher sales and a narrower adjusted EBITDA loss, but a larger reported net loss.
Consolidated net revenue was C$81.4 million, up 22%; Cannabis segment revenue was C$66.2 million, up 30%.
International markets cannabis revenue rose 141% to C$12.3 million from C$5.1 million, driven by Germany and Poland.
Net loss rose by $35.7 million, driven by $35.8 million of fair value charges on Canopy USA related assets.
Adjusted EBITDA loss was C$2.9 million, an improvement of C$0.2 million or 6%; Storz & Bickel revenue fell 4% to C$15.1 million.
Treace Medical reported third-quarter 2026 revenue of $48.3 million, down 4% from $50.2 million a year earlier, while its net loss narrowed to $12.6 million from $16.3 million. The company raised its full-year 2026 Adjusted EBITDA outlook to a loss of $1.0 million to $2.0 million, from a prior loss estimate of $3.0 million to $5.0 million, and narrowed its revenue range to $206 million to $210 million.
Q3 2026 revenue was $48.3 million, down 4% from $50.2 million in Q3 2025; the company said bunion kit sales volume excluding stocking distributors grew mid-single digits.
Q3 2026 net loss was $12.6 million, or $(0.19) per share, versus $16.3 million, or $(0.26) per share, a year earlier.
Q3 2026 Adjusted EBITDA was $0.3 million, compared with a loss of $2.6 million in Q3 2025.
Full-year 2026 revenue guidance is $206 million to $210 million, versus the prior $204 million to $212 million; cash usage reduction of about 50% was reiterated.
TeraWulf reported third-quarter 2026 revenue of $76.2 million, up from $50.6 million a year earlier, with HPC lease revenue of $63.0 million. Net income attributable to the company was $709.9 million, driven mainly by a non-cash $728.4 million change in fair value of warrant and derivative liabilities, while operating loss widened to $88.2 million and non-GAAP Adjusted EBITDA was $(12.8) million.
Q3 revenue $76.2 million vs. $50.6 million a year earlier; HPC lease revenue $63.0 million
Net income attributable to TeraWulf $709.9 million, including a $728.4 million warrant fair value gain; operating loss $88.2 million vs. $24.7 million a year earlier
Adjusted EBITDA $(12.8) million vs. $18.1 million a year earlier; $2.4 billion cash, cash equivalents and restricted cash at quarter-end
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.
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.
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.
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.
VAALCO reported a third-quarter 2026 net loss of $39.8 million ($0.38 per diluted share), compared with net income of $42.4 million in the second quarter, mainly due to $34.7 million of unrealized hedging losses. Net revenue and Adjusted EBITDAX both rose from the second quarter, and the company gave fourth-quarter 2026 sales volume and capital spending guidance.
Q3 2026 net loss of $39.8 million ($0.38 per diluted share) versus Q2 2026 net income of $42.4 million
Net revenue of $147.0 million, up 9% from Q2 2026; Adjusted EBITDAX up 30% to $71.1 million
Q4 2026 guidance: NRI sales volumes of 20,800 to 22,600 BOPD and capital expenditures of $55 million to $75 million
Quarterly dividend of $0.0625 per share payable December 22, 2026; conference call November 6, 2026 at 8:00 a.m. Central Time
Strawberry Fields REIT reported third-quarter 2026 results that were pulled down by a $24.6 million foreign currency transaction loss tied to the retirement of Bond Series A, C and D. Net loss was $14.8 million and FFO was negative $3.6 million, compared with net income of $8.9 million and FFO of $20.7 million a year earlier. AFFO, which excludes that loss, rose to $18.8 million, or $0.34 per share, from $18.1 million, or $0.33 per share.
Q3 2026 net loss of $14.8 million vs. net income of $8.9 million in Q3 2025
Q3 2026 FFO of negative $3.6 million ($0.65 per share loss) vs. $20.7 million ($0.37 per share) a year earlier
Q3 2026 AFFO of $18.8 million ($0.34 per share), up from $18.1 million ($0.33 per share)
Subsequent to quarter end on November 1, 2026, the company agreed to buy a 99-bed skilled nursing facility in Angola, Indiana for $15 million
Athene Holding furnished its third-quarter 2026 financial supplement, showing a GAAP net loss available to common stockholder of $1,158 million, compared with net income of $1,223 million a year earlier. Spread related earnings, the company's management measure, fell 3% to $844 million, but rose 7% to $909 million excluding notable items, and the filing says the GAAP loss was tied to large investment and market risk benefit swings. Shareholders face a larger GAAP loss and lower stockholders' equity, while the underlying spread measure was mixed.
GAAP net loss available to Athene common stockholder of $1,158 million in 3Q'26, versus net income of $1,223 million in 3Q'25
Spread related earnings of $844 million, down 3% year over year; excluding notable items, $909 million, up 7%
Total revenues of $3,065 million versus $7,998 million a year earlier, with investment related losses of $3,418 million
Total Athene Holding stockholders' equity was $13,413 million at September 30, 2026, down from $20,492 million at December 31, 2025
Friedman Industries reported record second-quarter results for the period ended September 30, 2026, with net earnings of $15.6 million on net sales of $286.8 million, versus $2.2 million and $152.4 million a year earlier. The company also recorded a $14.6 million hedging charge in the quarter, of which $9.8 million is unrealized, a charge close in size to the quarter's net earnings.
Net earnings of $15.6 million ($2.19 diluted EPS) vs. $2.2 million ($0.32) in the prior-year quarter
Net sales of $286.8 million, up from $152.4 million; sales volume of about 219,500 tons, up 23%
$14.6 million hedging charge in the quarter, including $9.8 million unrealized on open metal positions
Management expects third-quarter sales volume consistent with seasonal trends and sequential margin improvement
MSC Income Fund reported third quarter 2026 total investment income of $35.5 million, up $0.2 million from a year earlier, while net investment income fell 13% to $14.4 million, or $0.32 per share. Net increase in net assets from operations dropped 32% to $18.1 million, and net asset value rose to $16.56 per share from $16.51 at June 30, 2026, and $15.85 at December 31, 2025. Nick Meserve is set to become CEO effective November 9, 2026, as previously announced in June.
Net investment income was $14.4 million, or $0.32 per share, versus $16.6 million, or $0.35 per share, in Q3 2025.
Total investment income was $35.5 million, compared with $35.4 million in Q3 2025.
Net asset value was $16.56 per share as of September 30, 2026, up from $16.51 at June 30, 2026.
Nick Meserve will transition to CEO effective November 9, 2026, with Dwayne L. Hyzak continuing as Executive Chairman.
SUI Group Holdings reported third-quarter 2026 net income of $47.7 million, or $0.59 per diluted share, compared with a net loss of $44.3 million a year earlier. The result was driven mainly by $82.7 million in unrealized gains on digital assets, while revenue fell, and the company's revenue and other income excluding investment gains and losses was $557,000 against $2.6 million a year earlier.
Q3 2026 net income was $47.7 million ($0.59 per diluted share), versus a net loss of $44.3 million ($0.72 per share) in Q3 2025.
Digital asset results included $82.7 million in net unrealized gains and $28.0 million in realized losses, which the company said mainly reflect U.S. GAAP treatment and SUI's market price.
Total revenue and other income excluding investment gains and losses fell to $557,000 from $2.6 million, mainly due to lower legacy loan income and lower SUI staking revenue.
As of November 2, 2026, the company held 109,290,995 SUI, including 6,000,000 SUI loan receivables, and reported an mNAV of 0.72x.
Kayne Anderson BDC reported third quarter 2026 net investment income of $30.2 million, or $0.46 per share, up from $0.42 in the second quarter. Net asset value per share fell to $15.71 from $16.00, and net earnings dropped to $0.10 per share after a $14.9 million realized loss tied to the restructuring of American Soccer Company (Score) and net unrealized losses. The company also declared a $0.40 per share fourth quarter dividend.
Net investment income of $30.2 million, or $0.46 per share, versus $27.5 million, or $0.42 per share, in Q2 2026
Net asset value per share of $15.71 at September 30, 2026, down from $16.00 at June 30, 2026
Earnings per share of $0.10 versus $0.16 in Q2 2026, reflecting a $14.9 million realized loss on Score and net unrealized losses of $8.5 million
Fourth quarter dividend of $0.40 per share, payable January 19, 2027, to holders of record as of December 31, 2026
Hyster-Yale reported third-quarter 2026 revenue of $827.4 million, down 15% from a year earlier but up 2% from the prior quarter, with a net loss of $14.9 million compared with a $2.3 million loss in Q3 2025. The company expects substantially stronger Q4 2026 results, with adjusted net income returning to positive, and launched cost-reduction programs targeting at least $100 million of annual savings at maturity, with implementation costs of at least $50 million.
Q3 2026 revenue was $827.4 million, down from $979.1 million in Q3 2025 and up from $812.9 million in Q2 2026.
Net loss was $14.9 million, or $0.83 per diluted share, versus a $2.3 million loss in Q3 2025; adjusted diluted loss was $0.77 per share.
Lift Truck bookings rose 45% year over year to $550 million, and unit backlog reached $1.6 billion.
New programs target at least $100 million of annual cost savings at maturity in 2029, with implementation costs of at least $50 million; 2026 capital expenditures are expected at $50 million to $60 million.
Cryoport reported third-quarter 2026 revenue of $50.2 million, up 14% from a year earlier, and raised its full-year 2026 revenue guidance to $197 million to $199 million. The company still posted a wider net loss attributable to common stockholders of $12.9 million, or $0.25 per share, compared with a $8.9 million loss, or $0.18 per share, in the prior-year quarter.
Q3 2026 total revenue was $50.2 million, up 14% year over year; Life Sciences Services rose 18% to $28.6 million.
Full-year 2026 revenue guidance was raised to $197 million to $199 million.
Q3 2026 net loss attributable to common stockholders was $12.9 million, or $0.25 per share, versus $8.9 million, or $0.18 per share, in Q3 2025.
Adjusted EBITDA from continuing operations was $1.1 million for Q3 2026, compared with a negative $0.6 million a year earlier.
Gyre Therapeutics reported third-quarter 2026 revenue of $32.9 million, up 1% from $32.7 million a year earlier, but swung to a net loss of $2.5 million from net income of $1.9 million. The company affirmed its full-year 2026 revenue guidance of $100.5 million to $111.0 million, while nine-month results showed a larger loss and lower revenue, which matters to shareholders weighing the cost of the Cullgen acquisition and clinical spending.
Q3 2026 revenue was $32.9 million versus $32.7 million in Q3 2025; ETUARY sales were $31.4 million.
Q3 GAAP basic EPS was $(0.04), compared with $0.01 a year earlier.
Nine-month net loss was $35.3 million versus net income of $4.6 million; nine-month revenue was $86.5 million versus $93.0 million.
Total cash, deposits and certificates of deposit were $98.8 million at September 30, 2026, down from $116.1 million at December 31, 2025.
NuScale Power reported results for the quarter ended September 30, 2026, in a press release attached as Exhibit 99.1. Revenue fell to $281,000 from $8.2 million a year earlier because prior-year engineering work for the RoPower project ended, while the net loss narrowed to $45.7 million from $532.6 million, driven by a $491.3 million drop in general and administrative expenses. The company reported $1.9 billion in cash, cash equivalents and investments, and the filing gives no guidance.
Net loss of $45.7 million, or $(0.11) per share, versus a net loss of $532.6 million, or $(1.85) per share, in the year-earlier quarter
Revenue of $281,000 versus $8.2 million, with no comparable Fluor FEED Phase 2 work in 2026
General and administrative expenses of $27.9 million versus $519.2 million; research and development expenses rose to $18.0 million from $11.1 million
Cash, cash equivalents and short- and long-term investments totaled $1.9 billion at September 30, 2026
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.
nLIGHT reported third quarter 2026 revenue of $73.8 million, up 10.5% from a year earlier, with gross margin of 33.1% versus 31.1%, while its GAAP net loss widened to $7.2 million from $6.9 million. For the fourth quarter, it guided to revenue of $84 million to $90 million, but that range excludes about $15 million of product revenue now expected to ship in the first half of 2027 because of supply chain constraints.
Q3 2026 revenue was $73.8 million versus $66.7 million in Q3 2025, and Adjusted EBITDA was $11.05 million versus $7.1 million.
GAAP net loss was $7.2 million, or $0.12 per diluted share, compared with $6.9 million, or $0.14 per share, in Q3 2025.
Fourth quarter 2026 revenue guidance is $84 million to $90 million, with Adjusted EBITDA guided to $12 million to $18 million.
About $15 million of product revenue expected in Q4 2026 is now expected to be delivered in the first half of 2027.
Kingsway reported third quarter 2026 results with consolidated revenue up 4.5% to $38.9 million, driven by a 18.2% rise in KSX revenue to $22.4 million. The company posted a net loss of $3.2 million, wider than the $2.4 million loss a year earlier, and adjusted EBITDA of $2.0 million was slightly below $2.1 million. Shareholders see higher sales but a larger loss and flat adjusted EBITDA, while the company also disclosed organic growth figures for the first time.
Consolidated revenue rose 4.5% to $38.9 million from $37.2 million in the third quarter of 2025.
Net loss was $3.2 million versus $2.4 million a year earlier; adjusted EBITDA was $2.0 million versus $2.1 million.
Extended Warranty revenue fell 9.8% to $16.4 million, reflecting the sale of Trinity Warranty Solutions LLC; excluding Trinity it rose 5.9%.
Total net debt was $60.3 million at September 30, 2026, down from $62.4 million at December 31, 2025.
Morgan Stanley Direct Lending Fund reported third-quarter 2026 net investment income of $40.3 million, or $0.48 per share, up from $38.2 million, or $0.45 per share, in the prior quarter. Net asset value fell to $18.76 per share from $19.50, and the company reported a per-share net loss of $0.32, driven by net realized and unrealized losses. The Board also approved a lower base management fee and incentive fee effective January 1, 2027, and declared Q4 2026 distributions.
Net investment income was $40.3 million, or $0.48 per share, versus $38.2 million, or $0.45 per share, in the quarter ended June 30, 2026.
Earnings per share were $(0.32) versus $0.09 in the prior quarter; net realized losses were $38.2 million and net unrealized depreciation was $29.4 million in the quarter.
Total investment income was $86.1 million, down from $88.8 million, and net asset value per share was $18.76, down from $19.50.
Effective January 1, 2027, the base management fee falls from 1.00% to 0.75% and the incentive fee rate falls from 17.5% to 15.0%; declared Q4 2026 distributions are $0.45 regular and $0.015 supplemental per share.
BARK reported fiscal second quarter 2027 results for the period ended September 30, 2026. Net revenue of $87.6 million exceeded the top of its $83.0 million to $85.0 million guidance range but fell from $107.0 million a year earlier, while the net loss narrowed to $3.8 million from $10.7 million. The company reaffirmed its full-year fiscal 2027 guidance and said it has a preliminary, non-binding understanding to sell BARK Air's assets and license the brand starting January 1, 2027.
Net revenue was $87.6 million, above the guidance high end of $85.0 million, but down from $107.0 million in the prior-year quarter.
Net loss was $3.8 million, or $(0.43) per share, versus a $10.7 million loss, or $(1.25) per share, a year earlier.
Adjusted EBITDA was $2.0 million, compared with $(1.4) million a year earlier; cash rose to $19.0 million with no outstanding debt.
Full-year fiscal 2027 guidance was reaffirmed at $325.0 million to $340.0 million in net revenue and $7.0 million to $10.0 million in Adjusted EBITDA; the BARK Air arrangement remains subject to definitive documentation.
Neighborhood Intelligence reported third quarter 2026 revenue of $509 million, up 98% year over year, mainly from the acquisitions of Kirkland's and The Container Store. The company also posted a net loss of $26 million, compared with $5 million a year earlier, and gave a 2027 outlook of $2.0 billion to $2.1 billion in consolidated revenue. Revenue growth came from acquisitions, while the larger loss and negative adjusted EBITDA show the company has not yet reached profitability.
Q3 2026 net revenue was $509 million, up from $257 million, with $229 million of the increase from acquired businesses.
Net loss was $26 million, or $0.28 per share, compared with $5 million, or $0.07 per share, a year earlier.
Adjusted EBITDA was negative $26 million, compared with negative $5 million in the prior-year period.
The company expects 2027 consolidated revenue of $2.0 billion to $2.1 billion and gross margins of 33% to 34%.
Orion Properties reported third quarter 2026 revenue of $35.4 million, down from $37.1 million a year earlier, while Core FFO rose to $11.4 million, or $0.20 per diluted share, from $11.0 million, or $0.19. The company raised its 2026 Core FFO per share guidance to $0.75 to $0.78 from $0.72 to $0.77, and says its strategic options review is still ongoing with no assurance of a particular outcome.
Q3 2026 total revenues were $35.4 million, compared with $37.1 million in Q3 2025.
Q3 2026 net loss attributable to common stockholders was $(3.3) million, or $(0.06) per share, compared with $(69.0) million, or $(1.23) per share, in Q3 2025.
2026 Core FFO per share guidance raised to $0.75 to $0.78; net debt to adjusted EBITDA guidance improved to 5.8x to 6.4x.
Board declared a $0.02 per share dividend for Q4 2026, payable January 15, 2027.
Granite Ridge Resources reported third quarter 2026 oil and natural gas sales of $177.2 million, up from $112.7 million a year earlier, and production rose 9%. The company still posted a net loss of $10.1 million, or $0.08 per share, compared with net income of $14.5 million, or $0.11 per diluted share, in the prior-year quarter; the filing attributes the swing in part to a $52.7 million loss on commodity derivatives. The company also updated its 2026 guidance, declared a $0.11 quarterly dividend, and approved a share repurchase program of up to $35.0 million through December 31, 2027.
Oil and natural gas sales were $177.2 million for the quarter, versus $112.7 million in the third quarter of 2025.
Net loss was $10.1 million, or $0.08 per share; Adjusted EBITDAX (non-GAAP) was $107.3 million, versus $78.6 million a year earlier.
Daily production grew 9% to 34,641 Boe per day; 2026 production guidance is 34,000 to 35,000 Boe per day.
A $0.11 per share dividend is payable December 14, 2026, to holders of record as of November 27, 2026; the buyback authorization runs through December 31, 2027.
Power Solutions International reported third quarter 2026 net sales of $202.1 million, down 1% from a year earlier but up 32.5% from the second quarter, and diluted EPS of $1.30 versus $1.20. The company raised its outlook, now expecting second-half 2026 net sales to exceed second-half 2025 net sales, up from its earlier view of roughly flat, and said it is not providing formal full-year guidance. Quarterly operating income of $40.9 million was a record but included a $3.8 million tariff refund that the company says will not recur, and nine-month net income fell 45% to $54.1 million.
Q3 2026 net sales were $202.1 million, down 1% from $203.8 million in Q3 2025; gross margin was 29.7% versus 23.9%.
Net income was $29.9 million, or $1.30 per diluted share, versus $27.6 million, or $1.20, a year earlier; the prior-year period included a $0.30 per share tax benefit.
Second-half 2026 net sales are now expected to exceed second-half 2025 net sales, compared with the earlier expectation of approximately in line.
Total debt fell by $34.9 million during the quarter to $37.7 million, with cash of $72.0 million as of September 30, 2026.
Reformation reported fiscal third-quarter net revenue up 19.1% to $173.6 million and raised its full-year fiscal 2026 net revenue outlook to $610 million to $612 million. The company swung to a net loss of $(1.1) million, or $(0.02) per share, from net income of $5.0 million a year earlier, mainly due to higher IPO-related stock-based compensation.
Net revenue rose 19.1% to $173.6 million; DTC revenue was $152.8 million and wholesale and other was $20.8 million.
Net loss was $(1.1) million, or $(0.02) per share, versus net income of $5.0 million, or $0.10 per diluted share, a year earlier; IPO-related stock-based compensation in SG&A was $10.5 million.
Fiscal 2026 net revenue outlook raised to $610 million to $612 million, up from $602 million to $606 million.
Adjusted EBITDA rose 64.2% to $23.1 million; cash and cash equivalents were $97.7 million at quarter end.
Main Street Capital reported third quarter 2026 results in a press release furnished as Exhibit 99.1 to a Form 8-K. Total investment income rose 2% to $142.5 million, but net investment income fell 3% to $83.8 million ($0.89 per share, down from $0.97), and net assets from operations declined 5%, which shareholders should weigh against the $34.22 per share net asset value, up from $33.92 at June 30, 2026.
Net investment income was $83.8 million, or $0.89 per share, versus $86.5 million, or $0.97 per share, in the third quarter of 2025.
Total investment income was $142.5 million, up 2% from $139.8 million a year earlier.
Net asset value was $34.22 per share at September 30, 2026, up from $33.92 at June 30, 2026, and the company declared a $0.30 per share supplemental dividend payable in December 2026.
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.
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
AerSale reported third quarter 2026 revenue of $91.6 million, up 28.6% from a year earlier, but posted a net loss of $15.0 million that includes a $13.4 million non-cash goodwill impairment charge. Adjusted EBITDA was $8.6 million, down from $9.5 million, and the company said a Boeing 737 aircraft sale previously expected in the third quarter is now expected to close in the fourth quarter.
Revenue of $91.6 million, up from $71.2 million in the third quarter of 2025, including $9.3 million of Flight Equipment sales
Net loss of $15.0 million, including a $13.4 million goodwill impairment, versus a net loss of $0.1 million a year earlier
Adjusted EBITDA of $8.6 million, or 9.3% of revenue, versus $9.5 million, or 13.3% of revenue, a year earlier
Liquidity of $23.1 million at September 30, 2026, including $3.9 million in cash and cash equivalents
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.
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
Cloudflare reported fiscal third-quarter 2026 revenue of $782.5 million, up 39% year over year, and non-GAAP net income per diluted share of $0.38, up from $0.27. GAAP net loss widened to $34.1 million from $1.3 million, and the company disclosed restructuring and other charges of $11.0 million for the quarter and $161.7 million for the first nine months. The filing also announced Christian Smith's appointment as President of Revenue.
Q3 revenue of $782.5 million, up 39% year over year; GAAP gross margin 71.2%, down from 74.0%
GAAP net loss of $34.1 million, compared with $1.3 million in Q3 2025; non-GAAP net income of $143.7 million
Q4 2026 guidance: total revenue of $845.0 to $846.0 million and non-GAAP net income per share of $0.43
Christian Smith appointed President of Revenue, effective November 2, 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.
Willdan reported third-quarter 2026 results for the period ended October 2, 2026, with net revenue up 18.1% to $112.2 million but net income down 13.6% to $11.9 million. The company raised its fiscal 2026 targets and gave preliminary fiscal 2027 targets, and said it closed the Mantis Innovation acquisition, which it called the largest in its history.
Q3 contract revenue $214.5 million, up 17.9%; GAAP diluted EPS $0.76, down 15.6%
Q3 adjusted EBITDA $28.3 million, up 22.4%; adjusted diluted EPS $1.20, down 0.8%
FY2026 targets raised: net revenue $435 million to $445 million; adjusted diluted EPS $5.15 to $5.25
Preliminary FY2027 targets include contract revenue above $1 billion and adjusted EBITDA above $140 million
RenovoRx reported third-quarter 2026 revenue of $1.07 million, up from $266,000 a year earlier, and kept its full-year 2026 revenue guidance of $3.75 million to $4.25 million. The net loss widened to $3.6 million, or $0.08 per share, from $2.9 million, as selling, general and administrative expenses rose to $2.9 million from $1.7 million, so shareholders see faster sales growth alongside higher losses.
Q3 2026 revenue was $1.07 million versus $266,000 in Q3 2025; gross margin was about 82%.
Net loss was $3.6 million ($0.08 per share) versus $2.9 million ($0.08 per share) a year earlier.
Selling, general and administrative expenses were $2.9 million versus $1.7 million, which the company attributed to building commercial infrastructure.
Cash and cash equivalents were $10.4 million at September 30, 2026; the company says cash is sufficient into the second half of 2027.
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
Opendoor reported third-quarter 2026 results on November 5, 2026. Revenue rose 12% year-over-year to $1.02 billion, but the net loss widened to $218 million from $90 million a year earlier, and gross profit fell to $38 million from $66 million. The company guided to fourth-quarter revenue growth of at least 40% and an Adjusted EBITDA loss of $70 million to $85 million, and said it is behind its goal of positive Adjusted Net Income by the end of 2026.
Q3 2026 revenue of $1,022 million, up from $915 million in Q3 2025; homes purchased rose to 4,865 from 1,169.
Net loss of $218 million versus $90 million a year earlier; gross margin was 3.7% compared with 7.2%.
Q4 2026 outlook: revenue growth of at least 40% year-over-year and an Adjusted EBITDA loss of $70 million to $85 million.
Company said it is "currently behind" its goal of Adjusted Net Income positive by the end of 2026.
Quantum-Si reported third-quarter 2026 revenue of $212,000, down from $552,000 a year earlier, as it transitions from its Platinum instrument to the Proteus platform. Net loss narrowed to $22.3 million from $35.7 million, and the company lowered its full-year 2026 guidance for adjusted operating expenses and total cash usage while keeping the Proteus launch target of the second quarter of 2027.
Q3 2026 revenue was $212,000 versus $552,000 in Q3 2025; nine-month revenue was $814,000 versus $2.0 million.
Q3 2026 net loss was $22.3 million versus $35.7 million a year earlier; the prior-year quarter included $13.6 million of net lease termination expense.
Full-year 2026 guidance for adjusted total operating expenses was lowered to $87.0 million or less from $98.0 million or less; total cash usage guidance was lowered to $87.0 million or less from $93.0 million.
Cash, cash equivalents and marketable securities were $149.4 million as of September 30, 2026; the company expects cash to fund operations into the fourth quarter of 2028.
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
Barings BDC reported third quarter 2026 results for the period ended September 30, 2026. Net investment income fell to $27.2 million, or $0.26 per share, from $29.0 million, or $0.28 per share, in the prior quarter, while net asset value per share declined to $10.92 from $10.94, and the Board declared a $0.26 quarterly dividend.
Net investment income of $27.2 million, or $0.26 per share, versus $29.0 million, or $0.28 per share, in the quarter ended June 30, 2026
Net increase in net assets from operations of $24.6 million, or $0.24 per share, versus $18.3 million, or $0.18 per share, in the prior quarter
Net asset value per share of $10.92 as of September 30, 2026, down from $10.94; net debt-to-equity ratio rose to 1.24x from 1.18x
Quarterly dividend of $0.26 per share with a record date of December 2, 2026 and payment date of December 9, 2026; the company also priced a $396.3 million CLO on October 30, 2026
iRhythm reported third-quarter 2026 revenue of $221.6 million, up 14.9% from a year earlier, and raised its full-year 2026 revenue guidance to $890 million to $895 million. The GAAP net loss widened to $29.9 million, or $0.90 per share, from $5.2 million, or $0.16 per share, a year earlier, and the quarter included $49.8 million in litigation settlement charges.
Q3 2026 revenue of $221.6 million, up from $192.9 million in Q3 2025; gross margin was 74.2%
GAAP net loss of $29.9 million, or $0.90 per diluted share, versus a net loss of $5.2 million, or $0.16 per share, in Q3 2025
Litigation settlements of $49.8 million were recorded in the quarter
2026 revenue guidance raised to $890 million to $895 million, including about $16 million from the VitalConnect acquisition closed October 5, 2026
Nano Dimension reported third quarter 2026 revenue of $31.9 million, up 18.7% from a year earlier, while its net loss from continuing operations widened to $38.7 million from $29.5 million. The company also suspended its full year 2026 financial guidance and named Moshe Rozenbaum permanent Chief Executive Officer effective November 3, 2026, which shareholders will want to weigh alongside the pending sale of MarkForged, Inc. to Stratasys.
Q3 2026 revenue was $31.9 million, up from $26.9 million; Markforged contributed $18.6 million
Net loss from continuing operations was $38.7 million versus $29.5 million a year earlier, including a $22.1 million litigation, settlements and contingencies charge
Full year 2026 financial guidance has been suspended, and no third quarter earnings call will be held
Moshe Rozenbaum was appointed permanent CEO effective November 3, 2026, with a $600,000 base salary and a 1,000,000 RSU new-hire award
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
NerdWallet reported third quarter 2026 revenue of $239.6 million, up 11% from a year earlier, while GAAP net income fell 43% to $14.9 million, or $0.23 per diluted share. The company guided fourth quarter 2026 revenue to $191 million to $203 million, down 13% at the midpoint, and adjusted its full-year 2026 GAAP operating income expectation to $56 million to $62 million.
Q3 2026 revenue of $239.6 million, up 11% year over year; Consumer revenue $214.5 million, SMB revenue $25.1 million
Q3 GAAP income from operations of $19.4 million, down 44% from $34.4 million; diluted EPS $0.23 versus $0.34
Q4 2026 revenue guidance of $191 million to $203 million, down 13% at the midpoint; Q4 GAAP operating income guided to $2 million to $8 million
Cash and cash equivalents were $73.5 million at September 30, 2026, down from $120.6 million a year earlier
Rezolute reported first quarter fiscal 2027 results for the quarter ended September 30, 2026, with a net loss of $18.5 million, compared with $18.2 million a year earlier, and cash and investments of $90.0 million, down from $107.8 million at June 30, 2026. The company expects topline results from its Phase 3 upLIFT tumor HI study by mid-December 2026 and plans to submit a BLA for ersodetug in 2027, but the congenital HI sunRIZE study did not meet its primary endpoint, and FDA's support for a filing does not guarantee approval.
Net loss was $18.5 million, or $0.18 per share, versus $18.2 million, or $0.18 per share, a year earlier.
Cash, cash equivalents and marketable investments were $90.0 million at September 30, 2026, down from $107.8 million at June 30, 2026.
upLIFT tumor HI topline results are expected by mid-December 2026.
FDA recommended a BLA for congenital HI after a pre-BLA meeting, though the sunRIZE primary endpoint was not statistically significant.
Kura Sushi USA reported fiscal fourth quarter 2026 sales of $88.9 million, up from $79.4 million a year earlier, but posted a net loss of $0.3 million, or $(0.02) per diluted share, compared with net income of $2.3 million, or $0.18 per diluted share, in the prior-year quarter. The company also issued fiscal 2027 sales guidance of $376 million to $381 million, which shareholders will weigh against the comparable restaurant sales decline of 5.7% in the quarter.
Q4 2026 total sales were $88.9 million versus $79.4 million in Q4 2025; comparable restaurant sales decreased 5.7%.
Q4 2026 net loss was $0.3 million, or $(0.02) per diluted share, versus net income of $2.3 million, or $0.18 per diluted share, a year earlier.
Fiscal 2026 net loss was $4.6 million, or $(0.38) per diluted share, versus a net loss of $1.9 million, or $(0.16), in fiscal 2025.
Fiscal 2027 outlook includes total sales of $376 million to $381 million and 17 new restaurants.
SkinHealth Systems reported third-quarter 2026 net sales of $69.2 million, down 2.1% from a year earlier, as delivery system sales fell. Net loss narrowed to $0.9 million from $11.0 million, and adjusted EBITDA rose to $13.4 million from $8.9 million. The company also updated its fiscal 2026 guidance to net sales of $281 million to $287 million and adjusted EBITDA of $48 million to $50 million, citing continued pressure on sales.
Q3 2026 net sales were $69.2 million versus $70.7 million in Q3 2025; delivery systems placed fell to 798 from 875.
Net loss was $0.9 million in Q3 2026 versus $11.0 million in Q3 2025; adjusted EBITDA was $13.4 million versus $8.9 million.
Updated fiscal 2026 guidance: net sales of $281 million to $287 million and adjusted EBITDA of $48 million to $50 million.
Cash, cash equivalents and restricted cash were about $112 million at September 30, 2026, versus about $233 million at December 31, 2025, after the 2026 notes were retired.
Westwood Holdings Group reported third quarter 2026 revenue of $26.6 million, up from $25.3 million in the second quarter and $24.3 million a year earlier. Net income was $3.1 million, up from $1.5 million in the prior quarter but down from $3.7 million a year ago, after $1.7 million of one-time severance-related compensation expenses. The board also declared a $0.15 per share quarterly dividend, which shareholders may find relevant to their income expectations.
Total revenues were $26.6 million, versus $25.3 million in Q2 2026 and $24.3 million in Q3 2025.
Diluted EPS was $0.34, versus $0.17 in Q2 2026 and $0.41 in Q3 2025.
Non-GAAP Economic Earnings were $4.4 million, or $0.48 per share, versus $5.7 million, or $0.64 per share, in Q3 2025.
Quarterly dividend of $0.15 per share is payable January 4, 2027 to holders of record on December 1, 2026.
Puma Biotechnology reported third-quarter 2026 results, with total revenue up slightly to $55.1 million from $54.5 million while GAAP net income fell to $6.0 million from $8.8 million. The company raised its full-year 2026 net income outlook to $20–22 million from $17–20 million, but its total revenue outlook was narrowed, with the top end lowered to $227 million from $231 million.
Q3 2026 net product revenue was $54.1 million, up from $51.9 million in Q3 2025; royalty revenue was $1.0 million, down from $2.6 million.
Q3 2026 GAAP net income was $6.0 million, or $0.11 per diluted share, compared with $8.8 million, or $0.17 per diluted share, in Q3 2025.
Full-year 2026 net income outlook was raised to $20–22 million from $17–20 million; total revenue outlook is $224–227 million versus $224–231 million previously.
Cash, cash equivalents and marketable securities were $108.5 million at September 30, 2026.
Sweetgreen reported third-quarter fiscal 2026 revenue of $176.0 million, up 2.1%, with same-store sales down 6.4% and a net loss of $30.7 million, narrower than the prior year's $36.1 million. Adjusted EBITDA was a loss of $6.8 million, wider than the $4.4 million loss a year earlier, and the company updated its full-year fiscal 2026 outlook, including adjusted EBITDA between a $23.0 million and a $20.0 million loss. The filing does not state the prior outlook, so the change in guidance cannot be measured against it.
Q3 revenue $176.0 million, up 2.1%; same-store sales change (6.4)% versus (9.5)% a year earlier
Net loss $30.7 million versus $36.1 million; adjusted EBITDA loss $6.8 million versus $4.4 million
Restaurant-level profit margin 10.4%, down 270 basis points from 13.1%
Updated fiscal 2026 outlook: about (5.5)% same-store sales change, 11.0% to 11.5% restaurant-level profit margin, and about 10 net new restaurant openings
Arteris reported third quarter 2026 revenue of $25.8 million, up 48% from a year earlier, and issued estimated fourth quarter and updated full year 2026 guidance, including full year revenue of $98.5 million to $99.5 million. The GAAP net loss widened to $11.2 million, or $0.23 per share, from $9.0 million, while the non-GAAP net loss narrowed to $1.1 million from $3.8 million. The filing does not state prior guidance, so the change in outlook cannot be measured from this document.
Q3 2026 revenue of $25.8 million, up 48% year-over-year; ACV plus royalties of $103.8 million, up 39%
GAAP net loss of $11.2 million, or $0.23 per share, versus $9.0 million, or $0.21 per share, in Q3 2025
Non-GAAP net loss of $1.1 million, or $0.02 per share, versus $3.8 million, or $0.09 per share, a year earlier
FY 2026 guidance: revenue $98.5 million to $99.5 million; ACV plus royalties $103.0 million to $107.0 million; free cash flow $5.0 million to $9.0 million
Kodiak AI reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose to $2.97 million from $770,000 a year earlier, but the operating loss widened to $50.4 million, and the company posted net income of $27.4 million only because of a $78.2 million non-cash gain on the fair value of common stock warrants.
Q3 revenue was $2.97 million versus $770,000 in Q3 2025; the CFO attributed growth to Driver-as-a-Service operations and a one-time Defense contribution.
Loss from operations was $50.4 million versus $30.0 million a year earlier; non-GAAP loss from operations was $41.6 million.
Net income of $27.4 million compared with a net loss of $269.9 million in Q3 2025, driven by the warrant fair value gain.
Free cash flow was negative $38.0 million, and cash and marketable securities totaled $113.6 million at quarter-end.
Karat Packaging reported third-quarter 2026 net sales of $134.7 million, up 8.2% from a year earlier, but net income fell to $4.7 million from $7.6 million as gross margin declined to 33.5% from 34.5%. The company said higher import, shipping and resin costs pressured margins, and it expects fourth-quarter net sales to rise 9% to 11%.
Q3 net sales $134.7 million, up 8.2% from $124.5 million; online sales grew nearly 38%.
Net income $4.7 million vs. $7.6 million; diluted EPS $0.22 vs. $0.36.
Adjusted EBITDA $8.9 million (6.6% margin) vs. $13.1 million (10.5% margin) a year earlier.
Board approved a $0.47 per share quarterly dividend, payable November 27, 2026, to holders of record November 19, 2026.
Universal Electronics reported third-quarter 2026 results for the period ended September 30, 2026. Net sales fell slightly to $89.4 million from $90.6 million, while the GAAP net loss narrowed to $0.3 million from $8.3 million, and the company reiterated its fiscal 2026 adjusted non-GAAP EPS guidance of $0.45 to $0.65.
GAAP net loss was $0.3 million, or $0.03 per diluted share, versus a $8.3 million loss, or $0.62 per share, a year earlier.
Adjusted non-GAAP net income was $2.3 million, or $0.17 per diluted share, versus $1.1 million, or $0.08, a year earlier.
Net sales were $89.4 million versus $90.6 million; connected home rose to $33.8 million from $29.8 million, while home entertainment fell to $55.6 million from $60.8 million.
Fiscal 2026 adjusted non-GAAP diluted EPS guidance of $0.45 to $0.65 was reiterated, compared with $0.31 per share in fiscal 2025.
Citizens, Inc. (NYSE: CIA) reported a third-quarter 2026 net loss of $0.4 million, or $0.01 per diluted Class A share, compared with net income of $2.4 million, or $0.04, a year earlier. Total revenues rose to $65 million from $62.8 million, while higher future policy benefit reserves and lower reserve releases from matured endowments weighed on profit. For shareholders, the quarter shows premium growth alongside a return to a loss on a GAAP basis.
Q3 2026 total revenues were $65 million, up from $62.8 million; adjusted total revenues were $63.6 million, down from $64.1 million.
Net loss was $0.4 million in Q3 2026, versus $2.4 million net income in Q3 2025; adjusted net income was $1 thousand, versus $3.4 million.
Direct insurance premiums rose 7% to $50 million, with direct first year premiums up 9%.
Book value per Class A share was $4.37 at September 30, 2026, down from $4.49; adjusted book value per share excluding AOCI rose to $6.44 from $6.26.
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.
Green Plains reported third-quarter 2026 results on November 5, 2026, with net income attributable to the company of $85.4 million, or $1.03 per diluted share, up from $11.9 million, or $0.17, a year earlier. Revenue fell to $496.0 million from $508.5 million, while adjusted EBITDA rose to a record $118.0 million, including $65.4 million of Section 45Z tax credit value, and the company updated its 2026 guidance for that credit contribution. Shareholders should note that the prior-year figures were restated for a change in how the company accounts for 45Z credits.
Q3 2026 net income attributable to Green Plains was $85.4 million, or $1.03 per diluted share, versus $11.9 million, or $0.17, in Q3 2025.
Q3 2026 revenues were $496.0 million, down from $508.5 million, primarily due to the disposition of the Obion, Tennessee plant.
Adjusted EBITDA was $118.0 million, versus $52.6 million a year earlier, including $65.4 million of 45Z credit value net of discounts and other costs.
On October 29, 2026, the company executed an agreement to monetize $250 million to $325 million of 2026 45Z credits; full-year 2026 guidance for 45Z contribution is $230 million to $250 million of adjusted EBITDA.
Westrock Coffee reported third quarter 2026 results, with net sales down 15.4% to $300.2 million, partly due to $26.1 million of tariff refunds passed through to customers. Net loss narrowed to $10.0 million from $19.1 million, and Consolidated Adjusted EBITDA rose 14.0% to $26.4 million, while the company reaffirmed its 2026 guidance and gave preliminary 2027 guidance of approximately $130.0 million in Adjusted EBITDA.
Q3 net sales of $300.2 million, down 15.4%; gross profit of $41.5 million, up 0.2%
Net loss of $10.0 million versus $19.1 million a year earlier
Consolidated Adjusted EBITDA of $26.4 million, up 14.0%; 2026 guidance of $90.0 million to $100.0 million reaffirmed
Preliminary 2027 Adjusted EBITDA guidance of approximately $130.0 million; credit agreement closed October 21, 2026 with a total commitment of $600.0 million
KLX Energy Services reported third quarter 2026 revenue of $186 million, up 11% from the second quarter, and Adjusted EBITDA of $25 million, up 33%. Net loss widened to $15 million, or $(0.68) per diluted share, from $8 million in the prior quarter, and the company expects fourth quarter revenue of $172 million to $184 million. The results follow the closed Backstopped Rights Offering, which converted $87.8 million of debt to equity.
Revenue $185.6 million vs. $167.3 million in Q2 2026 and $166.7 million in Q3 2025
Net loss $(15.5) million, or $(0.68) per diluted share, vs. $(8.4) million, or $(0.41), in Q2 2026
Adjusted EBITDA $24.9 million vs. $18.7 million in Q2 2026; Adjusted EBITDA margin 13.4%
Q4 2026 revenue guidance of $172 million to $184 million; total liquidity $78.4 million at September 30, 2026
Rigel reported third quarter 2026 total revenues of $80.9 million, up from $69.5 million a year earlier, driven by net product sales of $72.3 million, including $6.6 million from newly launched VEPPANU. Net income fell to $13.2 million, or $0.65 per diluted share, from $27.9 million, or $1.46 per diluted share, as costs and expenses rose to $63.8 million from $41.0 million. The company raised its 2026 total revenue guidance at the low end, to $290 to $295 million, but lowered its net product sales range to $255 to $260 million.
Q3 2026 total revenues $80.9 million vs. $69.5 million in Q3 2025; net product sales up 13%
Q3 2026 net income $13.2 million ($0.65 diluted per share) vs. $27.9 million ($1.46) a year earlier
2026 total revenue guidance raised to $290 to $295 million from $285 to $295 million; net product sales guidance lowered to $255 to $260 million from $255 to $265 million
VEPPANU became commercially available August 13, 2026; cash and short-term investments were $99.3 million at September 30, 2026
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.
EDAP TMS reported third quarter 2026 revenue of $9.8 million, up 26% from $7.8 million a year earlier, and a net loss of $4.5 million ($0.10 per share), narrower than the $5.9 million ($0.16 per share) loss in the prior-year quarter. The company narrowed its full-year 2026 revenue guidance to $50.0 million to $52.0 million from $50.0 million to $54.0 million, lowering the top of the range.
Q3 2026 revenue was $9.8 million, up 26% year over year; seven Focal One systems sold versus six a year earlier
Net loss was $4.5 million ($0.10 per share) versus $5.9 million ($0.16 per share) in Q3 2025, helped by a $2.6 million non-cash warrant fair value gain
Gross margin rose to 51.4% from 46.6%, while operating expenses increased to $12.8 million from $10.3 million
2026 revenue guidance narrowed to $50.0 million to $52.0 million from $50.0 million to $54.0 million
Serve Robotics reported third-quarter 2026 revenue of $2.8 million, up 313% from a year earlier but down from $3.2 million in the June quarter, and raised its full-year 2026 revenue guidance to $12 million from $9 million to $10 million. The net loss widened to $59.2 million from $33.0 million a year earlier, and the company lowered its full-year non-GAAP operating expense guidance to $150 million.
Q3 2026 revenue was $2.8 million, versus $687 thousand in Q3 2025 and $3.2 million in Q2 2026.
Net loss for the quarter was $59.2 million, or $0.68 per share, compared with $33.0 million, or $0.54 per share, a year earlier.
Full-year 2026 revenue guidance was raised to $12 million from $9 million to $10 million.
Full-year 2026 non-GAAP operating expense guidance was lowered to $150 million from $160 million to $170 million.
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
Mobia Medical reported third quarter 2026 revenue of $15.6 million, up 73% from $9.0 million a year earlier, and raised its full year 2026 revenue guidance to $57.0 million to $57.5 million. The net loss widened to $17.3 million from $11.4 million, although the per-share loss narrowed to $0.52 from $13.31 after the company's IPO increased its share count.
Q3 2026 revenue was $15.6 million, up from $9.0 million in Q3 2025; gross margin was 83.2% versus 79.6%.
Net loss was $17.3 million in Q3 2026, compared with $11.4 million in Q3 2025; operating expenses rose 71% to $31.5 million.
Full year 2026 revenue guidance was raised to $57.0 million to $57.5 million, from $54.0 million to $56.0 million previously.
Cash and cash equivalents totaled $160.7 million as of September 30, 2026.
El Pollo Loco reported third quarter 2026 results, with total revenue up to $126.3 million from $121.5 million and comparable restaurant sales up 5.0% system-wide. Net income fell to $6.9 million, or $0.23 per diluted share, from $7.4 million, or $0.25 a year earlier, as income from operations declined to $10.2 million from $11.5 million. The company updated its 2026 comparable restaurant sales growth expectation to approximately 4.5% and reiterated its adjusted EBITDA range of $68 million to $70 million.
Total revenue $126.3 million vs. $121.5 million; net income $6.9 million vs. $7.4 million
Adjusted net income $7.3 million, or $0.24 per diluted share, vs. $7.8 million, or $0.27 a year earlier
Adjusted EBITDA $17.1 million vs. $17.4 million; restaurant contribution margin 18.4% vs. 18.3%
2026 outlook: comparable restaurant sales growth of about 4.5%; adjusted EBITDA $68 million to $70 million reiterated
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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