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 (1506 companies, A–Z).
Editas Medicine reported third quarter 2026 results, with a net loss attributable to common stockholders of $23.4 million, or $0.15 per share, down from $25.1 million, or $0.28 per share, a year earlier. Collaboration revenue rose to $10.4 million from $7.5 million, driven mainly by partner milestone revenue, while research and development and general and administrative expenses also increased. The company said its cash runway extends into the second half of 2028.
Net loss attributable to common stockholders was $23.4 million, or $0.15 per share, for the three months ended September 30, 2026, versus $25.1 million, or $0.28 per share, a year earlier.
Collaboration and other research and development revenues increased to $10.4 million from $7.5 million, mainly from milestones achieved by a strategic partner.
Cash, cash equivalents, and marketable securities were $190.2 million as of September 30, 2026, up from $146.6 million at December 31, 2025, and are expected to fund operations into the second half of 2028.
Editas received Australian ethics and regulatory approval to start the Phase 1/2 Strive study of EDIT-401, with initial safety and tolerability data expected in the first quarter of 2027.
GCM Grosvenor reported third quarter 2026 results, with GAAP net income attributable to the company up 17% to $12.3 million and fee-related earnings up 15% to $53.9 million from a year earlier. The company also approved a $0.12 per share dividend payable December 15, 2026, to holders of record on December 1, 2026.
Q3 2026 GAAP revenue was $145.6 million, up 8% year over year; adjusted net income rose 20% to $44.6 million.
Diluted earnings per share of Class A common stock were $0.17, up 6% from $0.16 a year earlier.
Fee-paying assets under management reached $78 billion, up 11%, and the company raised $2.7 billion of new capital in the quarter.
$54.1 million remained under the share repurchase authorization as of September 30, 2026.
Via Transportation reported third-quarter 2026 revenue of $143.5 million, up 31% from a year earlier, and a net loss of $18.8 million, down from $36.9 million. The company also issued fourth-quarter and full-year 2026 revenue outlook ranges, with full-year platform revenue expected at $556.7 million to $558.4 million.
Q3 2026 revenue was $143.5 million, up 31% from $109.7 million in Q3 2025.
Net loss per share was $0.23, compared with $1.49 a year earlier; Adjusted Net Loss per share was $0.00 versus $0.37.
Adjusted EBITDA was a loss of $3.2 million, compared with a loss of $8.7 million in Q3 2025.
Q4 2026 platform revenue is expected at $150.0 million to $151.7 million, and FY 2026 at $556.7 million to $558.4 million.
Constellation Energy reported third quarter 2026 results, with GAAP net income of $1.84 billion, or $5.19 per share, up from $930 million, or $2.97 per share, a year earlier. The company raised the midpoint of its full-year adjusted operating earnings guidance and narrowed the range to $12.50 to $12.80 per share, which signals stronger expected profit for shareholders.
Q3 2026 adjusted operating earnings were $5.06 per share, compared with $3.04 per share in Q3 2025
Q3 2026 operating revenues were $9.55 billion, compared with $6.57 billion in Q3 2025
Full-year 2026 adjusted operating earnings guidance narrowed to $12.50 to $12.80 per share, with the midpoint raised
Agreed to acquire the Rhode Island State Energy Center from Shell Energy North America for $715 million
NRG reported third-quarter 2026 GAAP net income of $561 million, up from $152 million a year earlier, and Adjusted EBITDA of $2,013 million, up from $1,205 million. The company reaffirmed its 2026 guidance, initiated 2027 guidance, and agreed to sell six gas-fired generation assets totaling 4.9 GW to LS Power for $4 billion in cash, with closing expected in the second quarter of 2027.
Q3 2026 GAAP EPS (basic) was $2.59 versus $0.70 a year earlier; Adjusted EPS was $4.68 versus $2.78.
2026 guidance reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
2027 guidance initiated, with Adjusted EPS of $8.05 to $10.05; the 2027 plan includes $1 billion of share repurchases and an 8% dividend increase to $2.05 per share.
The 4.9 GW sale to LS Power is for $4 billion in cash, subject to closing adjustments and approvals including HSR, FERC and the NYSPSC.
Abeona reported third-quarter 2026 results, with net ZEVASKYN revenue of $13.5 million, up 18% from $11.4 million in the second quarter, and a net loss of $4.8 million, or $0.08 per share, compared with $20.2 million, or $0.35 per share, in the prior quarter. The company also announced the $20 million stock-based acquisition of ABO-801 and a $30 million private placement, which it said will fund pipeline development and ZEVASKYN commercialization.
Net ZEVASKYN revenue was $13.5 million in Q3 2026, up 18% from $11.4 million in Q2 2026; one treatment's revenue was not recognized because its batch did not meet the identity assay release criterion.
Net loss was $4.8 million ($0.08 per share) in Q3 2026, versus $20.2 million ($0.35 per share) in Q2 2026.
Cash, cash equivalents and short-term investments were $134.9 million at September 30, 2026, down from $146.8 million at June 30, 2026; the figure excludes the $30 million private placement completed after quarter end.
Abeona issued $20 million of common stock to Ellodi Pharmaceuticals for the ABO-801 asset, with no upfront cash, plus up to $60 million in additional milestone payments and royalties.
Kodiak Gas Services reported third quarter 2026 net income attributable to common shareholders of $71.5 million, or $0.70 per diluted share, compared with a net loss of $14.0 million a year earlier. The company also raised its full-year 2026 adjusted EBITDA and discretionary cash flow guidance, reflecting higher revenue and the DPS acquisition, which closed April 1, 2026.
Total revenues were $401.8 million, up from $322.7 million in the third quarter of 2025.
Net income attributable to common shareholders was $71.5 million, or $0.70 per diluted share, versus a loss of $14.0 million, or $0.17 per share, a year earlier.
Full-year 2026 adjusted EBITDA guidance was raised to $840 million to $860 million; discretionary cash flow guidance rose to $580 million to $600 million.
The quarterly dividend was $0.51 per share, and the share repurchase program was extended to December 31, 2027, with about $31.7 million available.
National Energy Services Reunited (NESR) reported third-quarter 2026 results with revenue of $504.7 million, up 70.9% from a year earlier, and net income of $34.3 million, up 93.5%. Both figures were lower than the June 2026 quarter, which the company attributed to changing activity levels in its hydraulic fracturing, well testing and wireline logging services. The board also declared a quarterly cash dividend of $0.10 per share.
Revenue was $504.7 million, up 70.9% year-over-year but down 3.1% from $520.8 million in the June 30, 2026 quarter.
Diluted EPS was $0.33, compared with $0.18 a year earlier and $0.43 in the June quarter.
Adjusted EBITDA was $95.9 million, up 49.9% year-over-year.
The board declared a $0.10 per share cash dividend payable December 10, 2026, to holders of record on December 3, 2026.
QXO said preliminary, unaudited third quarter 2026 net sales were approximately $4.90 billion, up 79% from $2.73 billion a year earlier, and adjusted EBITDA was approximately $557 million, up 85% from $301 million. GAAP net loss was approximately $123 million, compared with $139 million in the third quarter of 2025, and the company said the figures may change before it reports full results on November 12, 2026.
Net sales: approximately $4.90 billion, up 79% from $2.73 billion in Q3 2025
GAAP net loss: approximately $123 million, versus $139 million a year earlier
Adjusted EBITDA (non-GAAP): approximately $557 million, up 85% from $301 million; margin 11.4% versus 11.1%
Results include Kodiak Building Partners from April 1, 2026 and TopBuild Corp. from July 1, 2026; full results due November 12, 2026
Greif reported fourth-quarter and fiscal 2026 results for the year ended September 30, 2026. Full-year net income rose to $261.5 million, and Adjusted EBITDA rose 11.7%, while fourth-quarter Adjusted EBITDA fell 3.1% to $163.0 million and Adjusted free cash flow of $279.3 million was below the company's most recent guidance range. The company also gave fiscal 2027 low-end guidance of $645 million Adjusted EBITDA and $290 million Adjusted free cash flow.
Fiscal 2026 net income was $261.5 million, or $4.54 per diluted Class A share, versus $31.6 million, or $0.55, a year earlier.
Fourth-quarter net loss narrowed to $6.5 million, or $0.11 per diluted Class A share, from a net loss of $24.3 million, or $0.42, a year earlier.
Company will close its Sweetwater paperboard mill in Austell, GA, and has achieved $105 million in cumulative run-rate cost savings, with a new target of $150 million by the end of fiscal 2027.
Fiscal 2027 low-end guidance: Adjusted EBITDA of $645 million and Adjusted free cash flow of $290 million.
Hyster-Yale reported third-quarter 2026 revenue of $827 million, up from $813 million in the second quarter, and narrowed its operating loss to $9 million from $18 million. The company said it expects Q4 2026 revenue to grow sequentially on higher shipments, but tariff-related costs remain elevated and the company plans new cost-reduction programs targeting at least $100 million at maturity in 2029.
Q3 2026 revenue was $827 million versus $813 million in Q2 2026; net loss narrowed to $15 million from $32 million
Operating loss was $9 million in Q3 2026 versus an operating profit of $2.3 million in Q3 2025
Company expects Q4 2026 bookings to exceed Q4 2025 and Q3 2026, with sequential revenue growth
New programs targeting at least $100 million of cost reductions and mitigations at maturity, expected in 2029
Biglari Holdings reported third-quarter 2026 net earnings of $1.0 million, compared with a net loss of $5.3 million a year earlier. Pre-tax operating earnings rose to $9.9 million from $6.9 million, though the company said its investment gains and losses also affect reported results.
Q3 2026 pre-tax operating earnings were $9,874 thousand, up from $6,854 thousand in Q3 2025.
Nine-month 2026 net earnings were $26,409 thousand, up from $12,365 thousand in the same period of 2025.
Nine-month 2026 pre-tax operating earnings were $12,007 thousand, down from $20,521 thousand a year earlier.
Steak n Shake same-store sales rose 18.2% in Q3 2026 for domestic company-operated and franchise-partner-operated restaurants.
York Water reported third quarter 2026 operating revenues of $24,333,000, up $3,972,000 from a year earlier, and net income of $7,809,000, up $1,608,000. Nine-month revenues rose to $67,922,000 and net income to $20,238,000, both higher than in the same period of 2025, mainly due to rate increases effective March 1, 2026. Both headline measures improved, which points to stronger results for shareholders.
Q3 2026 operating revenues $24,333,000 vs. $20,361,000 in Q3 2025; net income $7,809,000 vs. $6,201,000
Q3 2026 basic and diluted EPS $0.48, up from $0.43 a year earlier
Company estimates an additional $11.8 million of 2026 investment, excluding acquisitions
OneMedNet said it expects preliminary third-quarter 2026 revenue of about $1 million, up 242% from the prior quarter and 465% from the year-earlier quarter. It also guided to fourth-quarter 2026 revenue of $12 million to $14 million, pending customer acceptance of delivered data by quarter-end. The third-quarter figures remain preliminary and may change before the Form 10-Q, expected by November 16, 2026.
Preliminary Q3 2026 revenue of about $1 million for the quarter ended September 30, 2026, up 242% from the prior quarter and 465% from Q3 2025.
Q4 2026 revenue guidance of about $12 million to $14 million, pending customer acceptance of delivered data by quarter-end.
Q3 results are preliminary and subject to adjustment; the Form 10-Q is expected by November 16, 2026.
Franklin Templeton announced preliminary fourth quarter and full-year results for the period ended September 30, 2026, reporting a quarterly net income of $380.1 million, or $0.72 per diluted share, alongside $20.8 billion in long-term net inflows. Total assets under management reached $1.795 trillion, reflecting an 8% increase year-over-year.
Preliminary fourth quarter net income was $380.1 million, or $0.72 per diluted share, compared to $117.6 million, or $0.21 per diluted share, in the prior-year period.
Long-term net inflows were $20.8 billion for the quarter ended September 30, 2026, and $84.1 billion for the full fiscal year.
Total assets under management were $1.795 trillion as of September 30, 2026.
The company repurchased 2.5 million shares of its common stock for $86.1 million during the fourth quarter.
Global Partners LP reported third-quarter 2026 net income of $52.4 million, or $1.26 per diluted common unit, compared with $29.0 million, or $0.66 per unit, a year earlier, while sales rose to $6.7 billion from $4.7 billion. The company said stronger Wholesale results more than offset lower retail fuel volumes, and it declared a $0.7850 per unit distribution payable November 13, 2026. The filing also says the credit agreement was extended to October 16, 2031.
Diluted earnings per common unit were $1.26 versus $0.66; net income was $52.4 million versus $29.0 million.
Adjusted EBITDA was $122.9 million versus $98.8 million; distributable cash flow was $70.1 million versus $53.0 million.
Wholesale product margin rose to $111.4 million from $78.0 million, while GDSO product margin fell to $210.6 million from $218.9 million, and GDSO gasoline volume was 361.3 million gallons versus 390.8 million.
Distribution of $0.7850 per unit is payable November 13, 2026 to holders of record on November 9, 2026; the credit facility maturity was extended to October 16, 2031.
Georgia Banking Company filed an investor presentation with its third-quarter 2026 results, its first full quarter of combined operations with Tandem Bancorp, which closed June 1, 2026. Net interest income rose 8.0% from the second quarter to $31.4 million, while noninterest income fell 13.8% to $2.8 million and net interest margin declined to 4.17%.
Diluted EPS of $0.57 and operating EPS of $0.74 for the quarter; ROTCE 9.70% and operating ROTCE 12.41%
Net interest income $31.4 million, up 8.0% from 2Q26; NIM down 14 basis points, which the company attributed to higher cost of refinanced subordinated debt
Noninterest income $2.8 million, down 13.8% from 2Q26, due to lower retail mortgage originations
CET1 ratio 10.59% at quarter end, up from 10.29% in 2Q26; management plans to use the presentation in investor meetings beginning November 9, 2026
Strive reported GAAP net income of $509.0 million for the quarter ended September 30, 2026, compared with losses in the comparable 2025 periods. The filing attributes the result to a $533.7 million net unrealized gain on digital assets, while total revenues were $2.7 million. Shareholders should note the gain is a fair value adjustment on bitcoin, not operating income.
GAAP net income was $509.0 million, or $5.24 per diluted share, for the three months ended September 30, 2026; non-GAAP adjusted net income attributable to common stockholders was $494.6 million, or $5.46 per diluted share.
Net unrealized gain on digital assets was $533.7 million; total operating expenses were $38.7 million.
Strive acquired 8,136 bitcoin in the third quarter and 15,124 bitcoin from October 1 through October 30, 2026.
On October 20, 2026, Strive completed an offering of 7,000,000 SATS shares for net proceeds of approximately $609.0 million; cash and cash equivalents were $490.4 million as of October 30, 2026.
Aligos Therapeutics reported third quarter 2026 results on November 6, 2026, with a net loss of $21.9 million, down from $31.5 million a year earlier, as revenue rose and research and development spending fell to $18.9 million. Cash, cash equivalents and investments of $31.1 million are expected to fund planned operations only into the first quarter of 2027.
Net loss for the three months ended September 30, 2026 was $21.9 million, or $(2.09) per share, versus $31.5 million, or $(3.04) per share, a year earlier.
Revenue from customers was $2.8 million, up from $0.7 million, and licensing revenue was $39 thousand, compared with none in the prior-year quarter.
Cash, cash equivalents and investments totaled $31.1 million at September 30, 2026, down from $77.8 million at December 31, 2025.
Topline data from the Phase 2 B-SUPREME study of pevifoscorvir sodium are expected in late Q3 2027.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Sunstone Hotel Investors reported third-quarter 2026 net income attributable to common stockholders of $38.7 million, or $0.21 per diluted share, compared with a net loss of $2.9 million, or $(0.02) per share, a year earlier. The company raised its full-year 2026 guidance, including adjusted FFO per diluted share of $1.00 to $1.03, up from $0.93 to $0.98, and the quarter included a $31.5 million gain on sale of assets. For shareholders, the results and higher outlook reflect stronger hotel demand and continued stock repurchases, which the company says were completed at a discount.
Third-quarter RevPAR rose 11.4% to $235.22; Total RevPAR rose 10.5% to $394.97.
Adjusted FFO per diluted share rose 17.6% to $0.20; Adjusted EBITDAre rose 8.8% to $54.5 million.
2026 guidance raised: net income attributable to common per diluted share now $0.46 to $0.49 (prior $0.37 to $0.42); RevPAR growth now 9.5% to 10.5% (prior 7.0% to 9.0%).
From the start of 2026 through November 5, 2026, the company repurchased $196.9 million of common and preferred stock, with $310.6 million remaining under its authorization.
InTest reported third-quarter 2026 revenue of $35.1 million, up 34% from a year earlier but essentially flat sequentially, and net earnings of $1.9 million, or $0.15 per diluted share, versus a net loss a year earlier. Orders reached a record $49.4 million, lifting backlog to $59.7 million, and management guided fourth-quarter 2026 revenue to $34.0 million to $36.0 million.
Revenue of $35.1 million, up 33.7% year-over-year and down 0.7% from the second quarter of 2026
Net earnings of $1.9 million, or $0.15 per diluted share, versus a net loss of $0.9 million, or $(0.08), in the prior-year quarter
Orders of $49.4 million, up 31.3% year-over-year, led by Semi orders of $25.1 million; backlog of $59.7 million
Fourth-quarter 2026 outlook: revenue of $34.0 million to $36.0 million and gross margin of approximately 45%
Brookfield Asset Management reported third-quarter 2026 results for the period ended September 30, 2026. Fee-related earnings and distributable earnings each rose 15% from a year earlier, and the company raised $25 billion of capital during the quarter. The board also declared a quarterly dividend of $0.5025 per share.
Fee-related earnings were $864 million, or $0.54 per share, in the quarter, up from $754 million a year earlier.
Distributable earnings were $763 million, or $0.47 per share, in the quarter, up from $661 million a year earlier.
Net income was $3.0 billion in the quarter and $5.4 billion over twelve months, including a $2.0 billion non-cash gain on the Oaktree acquisition and consolidation.
Quarterly dividend of $0.5025 per share is payable December 31, 2026, to holders of record on November 30, 2026.
Ubiquiti reported results for the fiscal first quarter ended September 30, 2026, with revenue of $1,026.2 million, up 39.9% from a year earlier, and GAAP diluted EPS of $5.29, up from $3.43. The company also declared a $1.00 per share cash dividend, but warned that rising component costs and supply constraints could pressure gross margins and revenue.
Revenue of $1,026.2 million versus $733.8 million a year earlier; Enterprise Technology made up $941.3 million
GAAP net income of $320.5 million and GAAP diluted EPS of $5.29, versus $207.9 million and $3.43 a year earlier
Gross profit margin of 47.3%, up from 46.0% a year earlier, though the company cited higher component costs that may pressure margins
$1.00 per share cash dividend payable November 23, 2026, to shareholders of record on November 16, 2026
E.W. Scripps reported third-quarter 2026 revenue of $545 million, up 3.6% from a year earlier, and net income attributable to shareholders of $20.7 million, or 21 cents per share, compared with a loss of $49 million in the prior-year quarter. Political revenue of $82.6 million supported results, while Scripps Networks revenue fell 14%. For the nine months, the company reported a loss of $1.2 billion, including a $1.1 billion goodwill and intangible impairment, and it expects Local Media revenue to rise in the low-to-mid 40% range in the fourth quarter.
Q3 revenue $545 million, up $19 million or 3.6%; political revenue $82.6 million versus $5.5 million a year earlier
Q3 net income attributable to shareholders $20.7 million or 21 cents per share, including $18.8 million in restructuring costs
Nine-month loss attributable to shareholders $1.2 billion or $12.73 per share, including a $1.1 billion impairment for Scripps Networks
Cash of $83.4 million and total debt of $2.5 billion at Sept. 30; company plans to pay down at least $150 million of debt in Q4
Fluor Corporation announced its financial results for the third quarter ended September 30, 2026, reporting revenue of $3.7 billion and GAAP net earnings of $158 million. The company achieved record quarterly new awards of $10.9 billion, lifting backlog to $34.3 billion, and affirmed its full-year 2026 adjusted EBITDA guidance of $500 million to $525 million.
Revenue reached $3.7 billion for Q3 2026, up 10% year over year.
New awards totaled a record $10.9 billion in the quarter, including $7.5 billion for LNG Canada Phase 2.
Backlog increased 21% year over year to $34.3 billion as of September 30, 2026.
Share repurchases totaled $300 million during the quarter and $1.1 billion year to date.
Enbridge reported third-quarter 2026 GAAP earnings attributable to common shareholders of $1.3 billion, or $0.59 per share, up from $0.7 billion, or $0.30 per share, a year earlier, and adjusted earnings of $1.1 billion, or $0.49 per share, up from $0.46. The company reaffirmed its 2026 guidance and said CEO Greg Ebel will retire in January, with Michele Harradence to lead the company. All figures are in Canadian dollars.
Q3 GAAP earnings attributable to common shareholders of $1.3 billion ($0.59 per share) vs. $0.7 billion ($0.30) in Q3 2025; the increase was primarily due to non-cash, unrealized changes in the value of derivative financial instruments.
Q3 adjusted earnings of $1.1 billion ($0.49 per share) vs. $1.0 billion ($0.46) in Q3 2025; adjusted EBITDA of $4.4 billion vs. $4.3 billion.
2026 guidance reaffirmed: adjusted EBITDA of $20.2 billion to $20.8 billion and DCF per share of $5.70 to $6.10.
Greg Ebel is retiring in January; Michele Harradence will lead Enbridge.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Moderna reported third-quarter 2026 revenue of $1.3 billion and net income of $0.2 billion, returning to a profit compared to a net loss in the same period last year. Driven by this performance and pipeline progress, the company raised its full-year 2026 revenue growth outlook to 15% to 25% and increased its expected year-end cash and investments balance to between $8.1 billion and $8.3 billion. Shareholders also received updates on positive Phase 3 data for intismeran in melanoma and the U.S. FDA approval of the mFLUSIVA vaccine.
Third-quarter 2026 total revenue grew 29% year-over-year to $1.3 billion, with GAAP net income of $162 million or $0.38 per diluted share.
Full-year 2026 expected revenue growth was raised to 15% to 25%, up from the previous expectation of up to 10% growth.
Year-end 2026 cash and investments are now projected to be $8.1 billion to $8.3 billion, bolstered by operational execution and a $2.6 billion net proceeds convertible notes offering.
Research and development expenses for 2026 are now expected to be approximately $2.7 billion, reduced from the prior estimate of approximately $2.9 billion.
Elanco Animal Health Inc reported third quarter 2026 revenue of $1.265 billion, representing an 11% increase year-over-year, and net income of $18 million. Driven by strong demand and gross margin expansion, the company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted earnings per share.
Third quarter revenue reached $1.265 billion, up 11% reported and 9% organic constant currency.
Reported net income was $18 million, while adjusted EPS was $0.27.
Full year 2026 revenue guidance was raised to $5.155 billion to $5.18 billion.
Net leverage ratio improved to 2.9x Adjusted EBITDA at the end of the third quarter.
Marcus & Millichap reported third quarter 2026 revenue of $208.4 million, up 7.5% from a year earlier, and net income of $1.0 million, or $0.03 per diluted share, compared with $0.2 million, or $0.01, in the third quarter of 2025. The company said the results are preliminary until it files its Form 10-Q, and it expects near-term challenges in the commercial real estate market to extend through 2026.
Total revenue was $208.4 million versus $193.9 million; brokerage commissions rose 7.4% to $174.1 million, with Middle Market and Larger Transaction Market brokerage revenue up 18.1%.
Adjusted EBITDA was $8.2 million versus $6.9 million; cost of services rose to 64.0% of total revenue, up 160 basis points.
Nine-month revenue was $582.8 million, up 14.0%, and nine-month net income was $1.8 million, or $0.05 per diluted share, compared with a net loss of $15.2 million.
The company repurchased 912,957 shares for $23.9 million in the first nine months and had about $90.1 million remaining under its repurchase program as of November 3, 2026.
Regency Centers reported third quarter 2026 net income attributable to common shareholders of $75.1 million, or $0.41 per diluted share, alongside Nareit FFO of $1.23 per diluted share. The company raised its full-year 2026 Core Operating Earnings guidance midpoint and increased its quarterly common stock dividend by 6% to $0.800 per share. Shareholders experienced higher year-over-year Same Property NOI growth and strong leasing spreads during the quarter.
Reported Q3 2026 Net Income Attributable to Common Shareholders of $75.1 million, or $0.41 per diluted share.
Raised full year 2026 Core Operating Earnings guidance range to $4.65 to $4.67 per diluted share.
Increased quarterly common stock cash dividend by 6% to $0.800 per share.
Same Property NOI increased year-over-year by 5.1% for the third quarter of 2026.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
Consolidated Edison reported third-quarter 2026 net income of $766 million, or $2.07 per share, up from $688 million, or $1.91 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 adjusted earnings per share guidance range to between $6.05 and $6.15.
Q3 2026 net income was $766 million ($2.07 per share) compared to $688 million ($1.91 per share) in Q3 2025.
First nine months of 2026 net income reached $1,998 million ($5.44 per share) versus $1,726 million ($4.84 per share) for the same period in 2025.
Full-year 2026 adjusted EPS guidance was narrowed to a range of $6.05 to $6.15 per share.
The company plans to invest approximately $797 million in climate resilience from 2026 through 2030.
Chesapeake Utilities reported third-quarter 2026 net income of $21.6 million, or $0.89 per diluted share, up from $19.4 million, or $0.82, a year earlier. The company also reaffirmed its 2026 capital expenditure guidance and its 2028 earnings guidance of $7.75 to $8.00 per share, and said it will joint venture 49 percent of the $1.2 billion Florida Energy Pathway project with NextEra Energy Resources. Shareholders may be affected by the planned equity program of up to $225 million.
Q3 2026 operating revenues were $195.8 million, up from $179.6 million; net income was $21.6 million versus $19.4 million
Nine-month 2026 diluted EPS was $4.40, up from $4.03 a year earlier
Joint venture with NextEra Energy Resources to finance and own 49 percent of the $1.2 billion, 97-mile Florida Energy Pathway project
New at-the-market equity program allows issuance and sale of up to $225 million of common stock; 2026 capital expenditure guidance of $550 to $600 million affirmed
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Monster Beverage Corporation reported third quarter net sales of $2.56 billion, representing a 16.7 percent increase compared to the same period in 2025. Net income for the quarter rose 8.4 percent to $568.4 million, or $0.29 per diluted share.
Net sales increased 16.7 percent to $2.56 billion for the third quarter ended September 30, 2026.
Net income grew 8.4 percent to $568.4 million, with diluted earnings per share at $0.29.
International net sales increased 28.1 percent to $1.20 billion, representing 47 percent of total net sales.
The company repurchased approximately 2.3 million shares for $100.0 million during the third quarter.
Amphastar reported third-quarter 2026 net revenues of $207.6 million, up 8% from $191.8 million a year earlier. GAAP net income was $37.8 million, or $0.87 per diluted share, compared with $17.4 million, or $0.37, in the prior-year quarter, which included a $23.1 million litigation provision. Gross margin fell to 48.0% from 51.4%, and the board authorized a $50 million increase to the share buyback program.
Net revenues $207.6 million vs $191.8 million in Q3 2025, up 8%
GAAP diluted EPS $0.87 vs $0.37; adjusted non-GAAP diluted EPS $1.14 vs $0.93
Gross margin 48.0% vs 51.4%, mainly from lower average selling prices and higher remediation-related manufacturing costs
Board authorized a $50 million increase to the share buyback program on November 4, 2026
PDF Solutions reported third-quarter 2026 revenue of $68.3 million, up 20% from a year earlier and up 11% from the second quarter, with GAAP diluted EPS of $0.16 versus $0.03 a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, but ending backlog fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier.
Total revenue $68.3 million in Q3 2026, up 20% from $57.1 million in Q3 2025
GAAP diluted EPS $0.16 vs. $0.03 in Q3 2025; non-GAAP diluted EPS $0.40 vs. $0.25
Ending backlog $247.2 million, down from $270.7 million in Q2 2026 and $292.0 million in Q3 2025
Company reaffirmed its 20% annual revenue growth target for 2026
Reinsurance Group of America reported third-quarter net income available to shareholders of $456 million, or $6.92 per diluted share, up from $253 million, or $3.81 per diluted share, in the prior-year period. Adjusted operating income was $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, a year earlier. The board declared a regular quarterly dividend of $0.98 per share payable on December 1, 2026.
Net income available to shareholders rose to $456 million, or $6.92 per diluted share, for the third quarter ended September 30, 2026.
Adjusted operating income reached $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, in the prior-year quarter.
Consolidated net premiums totaled $5.4 billion for the quarter, marking a 25.0% increase over the prior-year period.
The board of directors declared a regular quarterly dividend of $0.98 per share, payable on December 1, 2026, to shareholders of record as of November 17, 2026.
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
Protagonist Therapeutics reported third quarter 2026 financial results, highlighted by net income of $220.0 million and license and collaboration revenue of $274.4 million, driven by partner payments following FDA approval of MIMRYLO. Cash, cash equivalents, and marketable securities reached $834.6 million as of September 30, 2026. The company also announced a $300 million share repurchase program authorized in September 2026.
Net income for the third quarter of 2026 was $220.0 million, or $3.07 per diluted share, compared to a net loss of $39.3 million, or $0.62 per diluted share, for the third quarter of 2025.
License and collaboration revenue reached $274.4 million for the third quarter of 2026, primarily driven by $266.6 million in proportional recognition from Takeda following the FDA approval of MIMRYLO.
Cash, cash equivalents, and marketable securities totaled $834.6 million as of September 30, 2026.
The Board of Directors authorized a $300 million share repurchase program announced on September 8, 2026.
EOG Resources released its third quarter 2026 operational and financial results, reporting a net income of $2.78 billion and diluted net income per share of $5.33. Total operating revenues reached $8.55 billion for the quarter ended September 30, 2026.
Reported third quarter 2026 net income of $2.78 billion, or $5.33 per diluted share.
Total operating revenues were $8.55 billion for the third quarter of 2026.
Net cash provided by operating activities totaled $3.81 billion for the quarter ended September 30, 2026.
Microchip Technology reported net sales of $1.622 billion for the second quarter of fiscal year 2027, representing a 42.2% increase from the same period last year. GAAP net income attributable to common stockholders reached $373.6 million, or $0.68 per diluted share, while non-GAAP net income was $559.2 million, or $0.97 per diluted share.
Net sales for the September 30, 2026 quarter were $1.622 billion, up 42.2% year-over-year and 9.2% sequentially.
GAAP EPS was $0.68 and Non-GAAP EPS was $0.97 per diluted share for the quarter.
The company returned approximately $247.6 million to common stockholders through dividends during the September quarter.
December quarter net sales are projected to be down 3% to up 1% sequentially, with a midpoint of down 1%.
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Live Nation Entertainment reported third quarter 2026 financial results, posting revenue of $10.1 billion and operating income of $892 million, driven by strong global concert attendance and ticket sales. For shareholders, the results demonstrate continued double-digit top-line growth and strong cash generation supporting ongoing venue investments.
Quarterly revenue reached $10.1 billion, representing a 19% increase compared to the third quarter of 2025.
Operating income for the quarter was $892 million, up 13% year-over-year.
Adjusted operating income (AOI) grew 14% to $1.18 billion for the third quarter.
Global fan attendance rose 19% to 61 million for the quarter, led by strong international market growth.
Moelis & Company reported third-quarter 2026 results with revenue up year over year, and its board declared a $0.65 per share quarterly dividend. The company said the revenue increase reflects higher average fees earned per completed transaction, and it reported record first nine months revenue of $1,154.7 million.
Q3 2026 GAAP revenue was $425.6 million, up from $356.9 million; adjusted revenue was $425.6 million, up 13% from $376.0 million
Q3 2026 GAAP diluted EPS was $0.74 versus $0.67; adjusted diluted EPS was $0.75 versus $0.68
Nine-month 2026 GAAP diluted EPS was $1.83 versus $1.84 in the prior year period; adjusted EPS was $1.87 versus $1.86
Quarterly dividend of $0.65 per share is payable December 17, 2026 to holders of record on November 16, 2026; cash and short-term investments were $658.7 million with no debt
DXP Enterprises reported third quarter 2026 results for the period ended September 30, 2026, with sales of $587.2 million, up 14.3% from a year earlier, and net income of $26.9 million, up 24.2%. Diluted earnings per share were $1.64 compared with $1.31 in the third quarter of 2025, and the company completed five acquisitions through the quarter.
Sales were $587.2 million versus $513.7 million in the third quarter of 2025; acquisitions contributed $48.8 million.
Net income was $26.9 million versus $21.6 million; diluted EPS was $1.64 versus $1.31.
Adjusted EBITDA was $67.3 million, up 19.0%, with an Adjusted EBITDA margin of 11.5% versus 11.0%.
Free cash flow was $14.4 million versus $28.1 million a year earlier; total debt was $839.5 million as of September 30, 2026.
Devon Energy reported third-quarter 2026 net earnings of $1.0 billion, or $0.88 per diluted share, along with $2.0 billion in adjusted free cash flow. The company raised its year-end 2026 synergy run-rate expectations to approximately $350 million and maintained its full-year guidance while providing an initial 2027 outlook.
Generated $2.8 billion of operating cash flow and $2.0 billion of adjusted free cash flow in the third quarter of 2026.
Agreed to sell Eagle Ford assets for $4.2 billion in cash on October 8, 2026, with closing expected in early 2027.
Returned $1,530 million to shareholders during the quarter through dividends, share repurchases, and debt reduction.
Raised expected year-end 2026 synergy run rate to approximately $350 million.
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
HASI reported third-quarter 2026 results on November 5, 2026, with GAAP diluted EPS of $1.04 versus $0.61 a year earlier and Adjusted EPS of $0.82 versus $0.80. The company reaffirmed its 2026 Adjusted EPS guidance of $3.55 to $3.65 and declared a quarterly dividend of $0.425 per share. Nine-month GAAP diluted EPS was $1.47, down from $1.79, and the quarter included a $21 million economic loss on a consolidated project company.
GAAP diluted EPS was $1.04 in Q3 2026, compared with $0.61 in Q3 2025; GAAP net income to controlling stockholders was $146 million versus $83 million.
Adjusted EPS was $0.82 in Q3 2026, compared with $0.80 in Q3 2025; Adjusted Recurring Net Investment Income was $121 million, up 15%.
Company reaffirmed 2026 Adjusted EPS guidance of $3.55 to $3.65 and expects minimal ATM share issuances for the full year 2026.
Board approved a quarterly cash dividend of $0.425 per share, payable January 8, 2027, to holders of record as of December 29, 2026.
Genpact Limited announced its third quarter 2026 financial results, reporting net revenues of $1.385 billion, representing a 7.3% increase year-over-year. Driven by strong performance in Advanced Technology Solutions and margin expansion, the company raised its full-year 2026 guidance for gross margin and adjusted diluted earnings per share.
Net revenues for Q3 2026 were $1.385 billion, up 7.3% year-over-year.
Advanced Technology Solutions net revenues grew 30.3% year-over-year to $405 million.
Diluted earnings per share for the quarter was $0.89, compared to $0.83 in Q3 2025.
Genpact repurchased approximately 870,000 common shares for about $31 million during the quarter.
Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
Astrana Health reported third-quarter 2026 results on November 5, 2026, with revenue of $1,023.6 million, up 7%, and net income attributable to Astrana of $13.0 million, up from $0.4 million a year earlier. The company also narrowed its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow and gave fourth-quarter guidance; the filing does not state prior guidance, so the direction of the change is not shown. For shareholders, headline profit and revenue both improved, while adjusted EPS rose 4% to $0.71.
Q3 2026 total revenue $1,023.6 million, up 7%; adjusted EBITDA $77.2 million, up 13%
Net income attributable to Astrana $13.0 million vs $0.4 million; diluted EPS $0.26 vs $0.01
Adjusted EPS - diluted $0.71, up 4% from $0.68
Full-year 2026 guidance: total revenue $3.9 billion to $4.0 billion; adjusted EBITDA $261 million to $274 million; free cash flow $107.5 million to $130 million
ICU Medical reported third quarter 2026 GAAP revenue of $560.4 million, up from $537.0 million a year earlier, and GAAP net income of $26.8 million, or $1.07 per diluted share, compared with a net loss of $3.4 million in the prior-year quarter. The company reaffirmed its full-year 2026 guidance and now expects to finish toward the higher end of the range, which matters to shareholders because it signals the company expects its annual results to land near the top of its prior outlook.
Q3 2026 GAAP revenue $560.4 million vs. $537.0 million in Q3 2025; GAAP gross margin 42% vs. 37%
Q3 2026 adjusted diluted EPS $2.44 vs. $2.03 in Q3 2025; adjusted EBITDA $113.9 million vs. $105.9 million
Full-year 2026 guidance reaffirmed: GAAP net income $73 million to $83 million, adjusted EBITDA $415 million to $435 million, adjusted diluted EPS $8.60 to $9.00
Company expects to end fiscal 2026 toward the higher end of the guidance range; results released November 5, 2026
CarGurus reported third-quarter 2026 results for the period ended September 30, 2026, with revenue up 12% year over year to $258.4 million and GAAP net income from continuing operations up 2% to $52.8 million. The company also issued fourth-quarter and full-year 2026 guidance and authorized a $250.0 million share repurchase program, which matters to shareholders because it signals both growth in the core business and capital returned to stockholders.
Q3 2026 revenue of $258.4 million, up 12% year over year and at the high end of guidance; Adjusted EBITDA from continuing operations of $89.7 million, up 9%
Q3 diluted EPS from continuing operations of $0.59, versus $0.52 a year earlier; nine-month GAAP net income from continuing operations fell 6% to $134.2 million
Fourth-quarter 2026 guidance: revenue of $258.5 million to $263.5 million and non-GAAP EPS of $0.73 to $0.79
Board authorized a $250.0 million share repurchase program; nine-month impairments totaled $20.2 million
CareTrust REIT reported third quarter 2026 net income of $83.7 million, or $0.35 per diluted share, matching the prior year period. The company also announced an increase to its full-year 2026 guidance midpoints for Normalized FFO and Normalized FAD, and reported significant investment activity including the initial closing of 45 U.K. care homes.
Net income for the quarter ended September 30, 2026, was $83.7 million, or $0.35 per diluted share.
Normalized FFO per diluted share grew 20% year-over-year to $0.54.
Full-year 2026 guidance was updated to project Normalized FFO of approximately $2.08 to $2.09 per share.
The quarterly dividend was maintained at $0.39 per share.
OUTFRONT Media reported third-quarter 2026 revenues of $511.1 million, up 9.3% from a year earlier, and net income attributable to the company of $64.8 million, or $0.36 per diluted share, compared with $0.29 a year earlier. The company said it currently expects 2026 to be a double-digit revenue growth year, and its board declared a $0.33 per share quarterly dividend. Shareholders see higher revenue and profit, though selling, general and administrative expenses rose 23.1%.
Q3 2026 revenues $511.1 million, up 9.3% from $467.5 million; net income attributable to the company $64.8 million vs. $51.3 million
Diluted EPS $0.36 vs. $0.29; Adjusted OIBDA $145.3 million, up 5.9%
SG&A rose 23.1% to $129.5 million, driven mainly by compensation, professional fees and bad debt allowance
Quarterly dividend of $0.33 per share, record date December 4, 2026, payable December 31, 2026
Tandem Diabetes Care reported third-quarter 2026 results for the period ended September 30, 2026, with worldwide sales up 14% to $283.7 million and a net loss of $7.1 million, compared with $21.2 million a year earlier. The company reaffirmed its full-year 2026 guidance, including sales of approximately $1.065 billion to $1.085 billion.
Worldwide sales rose 14% to $283.7 million; U.S. sales rose 9% to $191.0 million and international sales rose 26% to $92.6 million.
Gross margin was 57%, compared with 54% in the third quarter of 2025.
Operating loss was $2.4 million, compared with $22.9 million a year earlier; adjusted EBITDA was $18.0 million.
For 2026, the company reaffirmed sales guidance of $1.065 billion to $1.085 billion and adjusted EBITDA margin guidance of 5% to 6%.
Halozyme Therapeutics reported third quarter 2026 total revenue of $493 million, representing a 39% increase year-over-year, alongside net income of $247 million. Driven by strong partner product sales and royalty growth, the company raised its full-year 2026 financial guidance ranges for total revenue, royalty revenue, adjusted EBITDA, and non-GAAP diluted EPS.
Total revenue increased 39% year-over-year to $493 million for the third quarter ended September 30, 2026.
Royalty revenue grew 44% year-over-year to $341 million.
Full-year 2026 total revenue guidance was raised to a range of $1.860 billion to $1.925 billion.
The Dutch patent court issued an injunction against Merck prohibiting the launch of Keytruda Qlex in multiple European markets.
Synaptics reported fiscal first-quarter 2027 results for the quarter ended September 26, 2026, with revenue of $294.0 million, up 1% year over year, and a GAAP net loss of $17.7 million, narrower than the $20.6 million loss a year earlier. The company said supply constraints and memory-related demand affected revenue, and it will not hold an earnings call or provide a financial outlook because of its pending acquisition by onsemi, which was restructured into an all-cash deal on October 1, 2026.
Revenue of $294.0 million, up from $292.5 million a year earlier
GAAP net loss of $17.7 million, or $0.45 per share, versus $20.6 million, or $0.53 per share, a year earlier
Non-GAAP diluted earnings per share of $1.26, up from $1.09 a year earlier
No earnings call or forward-looking outlook due to the pending onsemi acquisition
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Paylocity Holding Corporation announced its financial results for the first quarter of fiscal 2027 ended September 30, 2026, reporting total revenue of $451.7 million, an increase of 10.7% year-over-year. The company also completed the acquisition of Aidora Inc. in July 2026 and raised its fiscal 2027 guidance across revenue and profitability.
Recurring and other revenue for Q1 fiscal 2027 reached $424.5 million, up 12.0% year-over-year.
GAAP net income for Q1 fiscal 2027 was $57.6 million, or $1.07 per diluted share.
Repurchased $152.5 million or 1.1 million shares during Q1 fiscal 2027.
Full fiscal 2027 total revenue is expected to be between $1.910 billion and $1.925 billion.
StepStone Group reported results for the quarter ended September 30, 2026, with total revenues of $773.1 million, up from $454.2 million a year earlier, and a GAAP net loss attributable to shareholders of $71.2 million, or $0.87 per share, compared with a loss of $366.1 million, or $4.66 per share, a year earlier. The company also declared a quarterly dividend of $0.33 per share, up from $0.28, payable December 15, 2026.
Total revenues of $773.1 million, up 70% from $454.2 million a year earlier; management and advisory fees, net, of $293.1 million, up 36%.
GAAP net loss attributable to StepStone Group Inc. of $71.2 million, or $0.87 per share, versus a loss of $366.1 million, or $4.66 per share, a year earlier.
Adjusted net income of $82.9 million, or $0.66 per share, versus $66.7 million, or $0.54 per share, a year earlier; fee-related earnings of $126.2 million versus $78.6 million.
Quarterly dividend of $0.33 per share, payable December 15, 2026, to holders of record as of November 30, 2026.
BJ's Restaurants reported fiscal third quarter 2026 revenue of $358.6 million, up 8.6%, with comparable restaurant sales up 8.1% and diluted earnings of $0.24 per share versus $0.02 a year earlier. The company also raised several fiscal 2026 guidance metrics, including restaurant level operating profit and Adjusted EBITDA, which signals improving profitability for shareholders.
Q3 revenue of $358.6 million, up 8.6% from $330.2 million; comparable restaurant sales up 8.1%
Diluted EPS of $0.24 versus $0.02 in the prior-year quarter; net income of $5.3 million
Restaurant level operating profit of $52.9 million, up 27.9%; margin of 14.7% versus 12.5%
Revised 2026 outlook: restaurant level operating profit of $233 million to $237 million (prior $228 million to $235 million); Adjusted EBITDA of $149 million to $154 million (prior $145 million to $152 million)
BlackLine reported third quarter 2026 results with revenue up 8.5% year over year and GAAP net income attributable to the company roughly doubling. The filing also gave fourth quarter and full-year 2026 revenue ranges, and management described an updated outlook tied to the timing of customer decisions, though the filing does not state prior guidance figures for comparison.
Q3 2026 GAAP revenue of $193.4 million, up 8.5% from $178.3 million a year earlier
GAAP net income attributable to BlackLine of $10.6 million, or $0.18 per diluted share, versus $5.3 million, or $0.09, in Q3 2025
Full-year 2026 GAAP revenue expected at $759.5 million to $761.5 million; Q4 2026 expected at $195 million to $197 million
Board approved a $100 million increase to the stock buyback program; $240.6 million of capacity remained at September 30, 2026
Texas Roadhouse reported its financial results for the third quarter ended September 29, 2026, featuring a 9.5% increase in total revenue to $1.57 billion and an 8.6% increase in diluted earnings per share to $1.36. The company also announced a quarterly cash dividend of $0.75 per share, payable on December 29, 2026, to shareholders of record on December 1, 2026.
Total revenue for the 13 weeks ended September 29, 2026, rose 9.5% to $1.57 billion compared to the prior year period.
Diluted earnings per share increased 8.6% to $1.36 for the third quarter.
Comparable restaurant sales grew 4.3% during the third quarter of 2026.
The board approved a quarterly cash dividend of $0.75 per share, payable on December 29, 2026.
MP Materials reported results for the quarter ended September 30, 2026, in a press release filed under Item 2.02 of Form 8-K. Revenue rose 176% year over year to $147.7 million, and the net loss narrowed to $20.7 million, or $0.12 per share, from $41.8 million, or $0.24 per share, a year earlier. Shareholders get a clearer view of the company's progress from a loss-making period toward positive adjusted earnings, though the filing gives no forward guidance.
Revenue $147.7 million vs. $53.6 million in Q3 2025; Materials Segment revenue rose 322% to $133.5 million
Net loss $20.7 million ($0.12 per diluted share) vs. $41.8 million ($0.24) a year earlier
Adjusted EBITDA $41.1 million vs. a loss of $12.6 million; NdPr sales volume 1,020 metric tons, up 94%
GM magnet qualification completed; saleable magnet deliveries and revenue expected to begin in Q4 2026
Corsair reported third-quarter 2026 net revenue of $367.0 million, up 6% year-over-year and $17.0 million above the high end of its guided range, with adjusted EBITDA up 38% to $22.4 million. The company raised its full-year 2026 net revenue and non-GAAP EPS outlook, which points to higher expected sales and per-share profit for shareholders, while its fourth-quarter adjusted EBITDA is expected to fall below last year's level.
Q3 2026 net revenue was $367.0 million, up 6% year-over-year; Gaming Components and Systems memory revenue rose 43% to $167.3 million.
GAAP net loss narrowed to $2.4 million from $10.4 million; non-GAAP diluted EPS was $0.13 versus $0.06 a year earlier.
Full-year 2026 net revenue guidance raised to $1.456 billion to $1.486 billion from $1.40 billion to $1.47 billion.
Fourth-quarter 2026 guidance: net revenue of $420 million to $450 million and adjusted EBITDA of $38 million to $42 million.
BILL reported first-quarter fiscal 2027 total revenue of $353.8 million, up 13% year-over-year, and GAAP net income of $60.3 million, compared with a net loss of $3.0 million a year earlier. Results were above the company's August outlook, which was restated to a new accounting presentation that reduces reported revenue for customer rewards without changing operating or net income. Full-year fiscal 2027 total revenue guidance of $1,433.5 million to $1,463.5 million compares with the August outlook of $1.406 billion to $1.456 billion on the same basis.
Total revenue was $353.8 million, up 13% year-over-year, above the restated August outlook range of $340.0 million to $350.0 million.
GAAP net income was $60.3 million ($0.61 per diluted share), versus a net loss of $3.0 million a year earlier; non-GAAP operating income rose 101% to $136.9 million.
Effective July 1, 2026, rewards paid to Spend and Expense card customers are recorded as a reduction of revenue; the company says this does not affect operating or net income.
Fiscal 2027 non-GAAP net income per diluted share guidance is $3.99 to $4.15, and the company repurchased about 7 million shares for approximately $305 million in the quarter.
Trupanion reported third-quarter 2026 results for the period ended September 30, 2026. Total revenue rose 11% to $405.6 million, net income was $9.3 million, or $0.21 per diluted share, compared with $5.9 million, or $0.13 per diluted share, a year earlier. The company also repurchased about $25.0 million of its stock in the quarter, leaving about $75.0 million available under its $100.0 million buyback program.
Total revenue was $405.6 million, up 11% from $366.9 million in Q3 2025.
Net income was $9.3 million, or $0.21 per diluted share, versus $5.9 million, or $0.13 per diluted share, in Q3 2025.
Adjusted EBITDA was $20.8 million, compared with $19.6 million in Q3 2025.
Operating cash flow was $30.7 million and free cash flow was $28.5 million in Q3 2026; about $25.0 million of stock was repurchased in the quarter.
Airbnb announced its third-quarter 2026 financial results, reporting $4.9 billion in revenue and $1.9 billion in net income, alongside raised full-year 2026 guidance for revenue growth and Adjusted EBITDA margin. The company also announced a new $12 billion share repurchase program and a new unsecured revolving credit facility of $1.0 billion.
Perdoceo Education reported third-quarter 2026 diluted EPS of $0.70, up from $0.60, on revenue of $215.9 million, up 1.9%. The company also issued fourth-quarter and full-year 2026 outlook, with full-year diluted EPS expected at $2.93 to $2.97 compared with $2.42 in 2025.
Q3 operating income rose 8.1% to $55.1 million; CTU operating income fell 6.1% to $44.9 million, which the company attributes to higher legal fees.
Year-to-date diluted EPS was $2.31 versus $1.87, and year-to-date revenue rose 2.6% to $651.0 million.
Q4 2026 diluted EPS outlook is $0.63 to $0.67, compared with $0.54 in Q4 2025.
Board declared a quarterly dividend of $0.17 per share, payable December 11, 2026; the company repurchased $19.9 million of stock in the quarter.
International Bancshares Corporation reported net income of $114.5 million, or $1.84 diluted earnings per share, for the three months ended September 30, 2026, up from $108.4 million, or $1.74 per share, a year earlier. For the nine months, net income was $312.5 million, or $5.02 per share, up 2.3% from the prior-year period, so earnings grew in both periods.
Q3 2026 net income $114.5 million, up 5.6% from $108.4 million; diluted EPS $1.84, up 5.7% from $1.74
Nine-month 2026 net income $312.5 million, up 2.3% from $305.4 million; diluted EPS $5.02 vs. $4.91
Total assets about $17.3 billion at September 30, 2026, up from about $16.6 billion at December 31, 2025
Company moved its listing to the Texas Stock Exchange (TXSE) on October 19, 2026
Sempra reported third-quarter 2026 GAAP earnings of $877 million, or $1.34 per diluted share, compared to $77 million, or $0.12 per diluted share, for the same period in 2025. The company updated its full-year 2026 GAAP EPS guidance range to $7.41 to $8.41 and guided to the high end of its adjusted EPS guidance range.
Third-quarter 2026 GAAP earnings were $877 million, or $1.34 per diluted share.
Adjusted third-quarter 2026 earnings were $917 million, or $1.40 per diluted share.
Full-year 2026 GAAP EPS guidance range was updated to $7.41 to $8.41.
Construction Partners, Inc. (NASDAQ: ROAD) released preliminary fiscal 2026 results showing revenue and net income both up sharply from fiscal 2025, and introduced a fiscal 2027 outlook projecting further growth. The company said fourth-quarter profitability was affected by wet weather and rising diesel fuel costs, and the figures remain unaudited and may change before final results. Separately, it completed the acquisition of Piedmont Paving, Inc. in Georgia on November 4, 2026.
Preliminary fiscal 2026 revenue of $3.660 billion to $3.680 billion, up about 30% from $2.812 billion; net income of $141.5 million to $142.5 million, up about 40% from $101.8 million.
Adjusted EBITDA of $520.0 million to $524.0 million, up about 23% from $423.7 million, but Adjusted EBITDA margin of 14.21% to 14.24% compared with 15.1% in fiscal 2025.
Fiscal 2027 outlook: revenue of $4.175 billion to $4.275 billion, net income of $170.9 million to $180.8 million, and Adjusted EBITDA of $585.0 million to $620.0 million.
Financial figures are preliminary and unaudited; the company will hold a conference call on November 19, 2026 at 10:00 a.m. Eastern Time.
Axcelis reported third-quarter 2026 revenue of $237.8 million, up from $213.6 million a year earlier, and GAAP diluted earnings per share of $1.21, up from $0.83. The company guided fourth-quarter 2026 revenue to approximately $275 million and GAAP diluted EPS to approximately $1.15, with non-GAAP EPS of approximately $1.50.
Q3 2026 net income was $37.8 million vs. $26.0 million in Q3 2025; GAAP gross margin was 41.0% vs. 41.6%.
Non-GAAP diluted EPS was $1.26 vs. $1.21 a year earlier.
Fourth-quarter 2026 outlook: revenue of approximately $275 million, GAAP diluted EPS of approximately $1.15, non-GAAP EPS of approximately $1.50.
Results include $5.0 million of transaction and integration costs tied to the Veeco Instruments merger agreement announced October 1, 2025.
Southern Company reported third-quarter 2026 net income of $2.0 billion, or $1.77 per share, compared with $1.7 billion, or $1.55 per share, in the third quarter of 2025. Operating revenues for the quarter rose to $8.8 billion from $7.8 billion in the prior-year period.
Third-quarter 2026 net income as reported was $2.046 billion, or $1.77 per share, versus $1.711 billion, or $1.55 per share, for the third quarter of 2025.
Operating revenues for the three months ended September 30, 2026, increased 13.0% to $8.8 billion from $7.8 billion in the same period of 2025.
For the nine months ended September 30, 2026, net income as reported was $4.577 billion, or $4.02 per share, compared with $3.925 billion, or $3.56 per share, for the first nine months of 2025.
Vericel reported third quarter 2026 total revenue up 26% to $85.4 million and net income up 179% to $14.2 million, or $0.27 per diluted share. The company raised its full-year 2026 total revenue guidance to $344 million to $346 million from $330 million to $340 million.
Q3 2026 total net revenue of $85.4 million, up from $67.5 million in Q3 2025
Net income of $14.2 million, or $0.27 per diluted share, versus $5.1 million, or $0.10 per diluted share, a year earlier
Full-year 2026 revenue guidance raised to $344 million to $346 million; MACI guidance raised to $290 million to $292 million
Adjusted EBITDA margin guidance raised to 28% from 27%; repurchased 220,744 shares for $8.8 million in the quarter
Ralph Lauren Corporation reported second quarter fiscal 2027 revenue of $2.2 billion, up 9% on a reported basis, and raised its full-year constant currency revenue and operating margin outlook. Diluted earnings per share were $4.87 on a reported basis, compared to $3.32 in the prior year period. Shareholders benefit from strong demand, margin expansion, and over $600 million returned via dividends and share repurchases year-to-date.
Second quarter revenue increased 9% on a reported basis to $2.2 billion for the period ended September 26, 2026.
Reported diluted earnings per share reached $4.87, up from $3.32 in the second quarter of fiscal 2026.
The company repurchased $250 million of Class A common stock during the second quarter, totaling $500 million fiscal year-to-date.
Full-year fiscal 2027 constant currency revenue growth outlook was raised to a center around 6% to 7%.
BGC Group reported record third-quarter 2026 revenue of $832.6 million, up 13.0% from a year earlier, and GAAP net income for fully diluted shares of $68.7 million, up from $26.8 million. The company also gave fourth-quarter 2026 revenue guidance of $805 million to $865 million and said co-CEO JP Aubin will step down at year-end and become Vice Chairman.
Q3 2026 revenues $832.6 million, up 13.0%; GAAP diluted EPS $0.14 vs. $0.06 a year earlier
Q3 2026 GAAP income before income taxes $98.1 million vs. $33.5 million; post-tax Adjusted EPS $0.34 vs. $0.29
Q4 2026 guidance: revenues $805 million to $865 million; pre-tax Adjusted Earnings $178 million to $196 million
JP Aubin to step down as Co-Chief Executive Officer at year-end and become Vice Chairman; quarterly dividend of $0.02 per share payable December 9, 2026
NETSCOUT reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with revenue up 1.4% to $222.2 million and GAAP diluted EPS of $0.47, compared with $0.35 a year earlier. The company reaffirmed its full-year fiscal 2027 outlook, including revenue of $885.0 million to $915.0 million, and repurchased about $77 million of common stock during the quarter.
Total revenue $222.2 million, up 1.4% from $219.0 million; service revenue rose 6.4% while product revenue fell 5.1% to $89.9 million.
GAAP net income $34.4 million, or $0.47 per diluted share, versus $0.35; non-GAAP diluted EPS $0.71, versus $0.62.
Repurchased 2.0 million shares for about $77 million; cash and marketable securities were $571.3 million on September 30, 2026, versus $705.1 million on March 31, 2026.
Fiscal 2027 outlook reaffirmed: revenue $885.0 million to $915.0 million; non-GAAP diluted EPS $2.65 to $2.80.
Radian Group reported third quarter 2026 net income from continuing operations of $172 million, or $1.28 per diluted share, up from $153 million, or $1.11 per share, a year earlier. Total revenues rose to $624 million from $303 million, which the company attributes in part to its Inigo acquisition, and book value per share fell to $35.78 from $36.00 in June. Shareholders also benefit from share repurchases of $379 million so far in 2026.
Net income from continuing operations was $172 million, or $1.28 per diluted share, for the quarter ended September 30, 2026, versus $153 million, or $1.11, a year earlier.
Total revenues were $624 million, compared with $303 million in the third quarter of 2025. The company cites the Inigo acquisition, which closed February 2, 2026.
Adjusted diluted net operating income per share was $1.44, compared with $1.15 a year earlier.
Year-to-date share repurchases total $379 million, including $135 million in the third quarter and $117 million in October 2026.
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
Payoneer reported third-quarter 2026 revenue of $276.9 million, up 2% from a year earlier, and net income of $14.9 million, up 6%. Diluted earnings per share were $0.04, unchanged from the prior year, and adjusted EBITDA fell 4% to $68.3 million. The company is still working toward the Nuvei merger, which it targets to close in mid-2027.
Revenue excluding interest income was $222.2 million, up 5% year-over-year; interest income fell 8% to $54.7 million.
Volume rose 13% to $25.3 billion, with B2B volume up 59% to $5.0 billion.
Adjusted EBITDA was $68.3 million, down 4% from $71.3 million a year earlier.
Shareholders approved the Nuvei merger agreement on September 14, 2026; the targeted close is mid-2027, pending regulatory approvals.
MACOM Technology Solutions Holdings, Inc. reported its fourth quarter and fiscal year 2026 financial results, posting fourth-quarter revenue of $424.8 million and net income of $139.4 million, or $1.78 per diluted share. For the full fiscal year 2026, the company reported revenue of $1,327.6 million and net income of $335.3 million. Additionally, MACOM provided financial guidance for the first quarter of fiscal 2027, expecting revenue between $450 million and $460 million.
Fourth quarter fiscal 2026 revenue reached $424.8 million, up 62.7% compared to the prior-year period.
Fourth quarter fiscal 2026 GAAP net income was $139.4 million, or $1.78 per diluted share.
Fiscal year 2026 full-year revenue was $1,327.6 million, an increase of 37.3% compared to fiscal year 2025.
For the fiscal first quarter ending January 1, 2027, MACOM expects revenue in the range of $450 million to $460 million.
Arrow Electronics reported record third-quarter 2026 sales of $10.7 billion, up 39% from a year earlier, and GAAP diluted EPS of $6.17 versus $2.09. Both measures were above the high end of its guidance, and the company forecast fourth-quarter diluted EPS of $6.25 to $6.45. Operating cash flow was negative $441 million in the quarter, mainly due to working capital investments to support customer demand.
Q3 2026 sales were $10.7 billion, up 39% year over year; GAAP diluted EPS was $6.17 versus $2.09 and non-GAAP diluted EPS was $6.22 versus $2.41.
Fourth-quarter 2026 outlook: consolidated sales of $11.55 billion to $12.15 billion and diluted EPS of $6.25 to $6.45.
Cash used in operating activities was $441 million in the quarter; the company repurchased $93 million of shares.
Bill Austen is interim chief executive officer, as stated in the release.
International Seaways reported third quarter 2026 net income of $344 million, or $6.90 per diluted share, up from $71 million, or $1.42 per share, a year earlier; the filing says the result included a $53 million gain on a vessel sale. The Board also declared a $5.05 per share dividend and raised its share repurchase program to $100 million, which bears directly on shareholder returns.
Net income of $344 million ($6.90 per diluted share) vs. $71 million ($1.42) in Q3 2025, including a $53 million gain on vessel sale
Adjusted net income of $291 million, or $5.84 per diluted share; adjusted EBITDA of $345 million
Declared dividend of $5.05 per share, payable December 23, 2026, to holders of record on December 9, 2026
Share repurchase program increased to $100 million and extended from end of 2026 to end of 2028
ConocoPhillips reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, up from $1.7 billion, or $1.38 per share, in the third quarter of 2025. The company increased its quarterly ordinary dividend by 11% to $0.93 per share and returned $3.4 billion to shareholders through repurchases and dividends.
Reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, compared with $1.7 billion, or $1.38 per share, in the third quarter of 2025.
Generated $7.2 billion in cash provided by operating activities and cash from operations during the third quarter of 2026.
Raised the quarterly ordinary dividend by 11% to $0.93 per share, effective for the fourth quarter of 2026.
Distributed $3.4 billion to shareholders in the third quarter of 2026, consisting of $2.4 billion in share repurchases and $1.0 billion in ordinary dividends.
Certara reported third-quarter 2026 revenue of $94.9 million, up 4% from a year earlier, with software revenue up 11% and services revenue down 2%. The net loss from continuing operations narrowed to $3.6 million, and the company narrowed its full-year 2026 revenue growth range to 2% to 3% and updated its adjusted diluted EPS range to $0.31 to $0.34.
Q3 2026 revenue $94.9 million vs. $90.9 million in Q3 2025; software revenue $48.8 million (up 11%), services revenue $46.1 million (down 2%)
Net loss from continuing operations $3.6 million vs. $4.8 million a year earlier; adjusted EBITDA $30.2 million, up 6%
2026 full-year revenue growth range narrowed to 2% to 3%; adjusted diluted EPS outlook $0.31 to $0.34
Grant Peterson appointed Chief Product Officer, effective November 2, 2026
Bentley Systems announced its third-quarter 2026 financial results, reporting total revenues of $421.5 million, up 12.2% year-over-year. The company also raised its constant currency ARR growth range to 12.5% to 13.5% and completed the acquisition of Eliis along with the divestiture of Cohesive.
Total revenues for Q3 2026 reached $421.5 million, representing a 12.2% increase year-over-year.
Diluted net income per share was $0.29 for Q3 2026, compared to $0.18 in the prior-year period.
Annualized Recurring Revenues reached $1,582.8 million as of September 30, 2026.
Constant currency ARR growth range was raised to 12.5% to 13.5%.
Nexstar reported record third-quarter 2026 net revenue of $2.13 billion, up 78.0% from a year earlier, driven largely by its acquisition of TEGNA, which contributed $765 million of incremental revenue. Net income rose to $250 million from $65 million, and diluted earnings per share were $7.92 compared with $2.14. The company also repaid $350 million of debt in the quarter and $525 million more after quarter end, while a preliminary injunction limits its ability to realize expected TEGNA synergies.
Q3 net revenue was $2,133 million, up from $1,198 million; advertising revenue rose 114.9% and distribution revenue rose 53.9%.
Q3 diluted earnings per share were $7.92, compared with $2.14 in the prior-year quarter.
Q3 Adjusted EBITDA was $756 million, up from $358 million, and political advertising revenue was a record $317 million.
Total debt was $11.4 billion at September 30, 2026; the company repaid an additional $525 million of secured credit facilities after quarter end.
Rockwell Automation announced its fourth quarter and full year fiscal 2026 financial results alongside its fiscal 2027 guidance. The company reported full year sales of $8,989 million and diluted earnings per share of $12.54, while introducing full year fiscal 2027 diluted EPS guidance between $13.78 and $14.78.
Fourth quarter fiscal 2026 diluted EPS was $3.11 and adjusted EPS was $3.88.
Full year fiscal 2026 sales were $8,989 million, up 8% year over year.
Fiscal 2027 guidance projects reported sales growth of 4.5% to 7.5% and diluted EPS of $13.78 to $14.78.
The company repurchased 3.1 million shares at a cost of $1,254 million during fiscal 2026.
Frontdoor reported third-quarter 2026 revenue of $655 million, up 6%, and net income of $116 million, up 10%, with diluted EPS up 16% to $1.65. The company raised its full-year 2026 revenue and Adjusted EBITDA outlook, and its Board approved a new 3-year, $1 billion share repurchase authorization, which the company says reflects its plan to return excess cash to shareholders.
Q3 revenue rose 6% to $655 million, and net income rose 10% to $116 million.
Diluted EPS rose 16% to $1.65; Adjusted EPS rose 15% to $1.81. Adjusted EBITDA rose 5% to $205 million.
Full-year 2026 revenue outlook is $2.205 billion to $2.215 billion; Adjusted EBITDA outlook is $590 million to $600 million.
The Board approved a new $1 billion repurchase authorization on October 30, 2026; the existing $650 million program is expected to be completed in November 2026.
Shake Shack reported results for the fiscal third quarter ended September 30, 2026. Total revenue rose 15.2% to $423.3 million, and net income attributable to Shake Shack Inc. was $16.5 million, or $0.39 per diluted share, compared with $12.5 million, or $0.30, a year earlier. Restaurant-level profit margin slipped to 22.5% from 22.8%, and average weekly sales fell 3.8%, while same-Shack sales grew 2.5%.
Total revenue of $423.3 million, up from $367.4 million in the third quarter of 2025.
Net income attributable to Shake Shack Inc. of $16.5 million, or $0.39 per diluted share, versus $0.30 a year earlier.
Adjusted EBITDA of $62.8 million, up 16.0%; restaurant-level profit margin of 22.5% versus 22.8%.
Same-Shack sales up 2.5%, including 0.8% traffic growth; average weekly sales of $75k, down 3.8%.
Teleflex reported third quarter 2026 revenue of $567.8 million, up 0.2% from the prior year period, and up 3.0% on a pro forma adjusted constant currency basis. GAAP diluted EPS from continuing operations was $1.30, compared with a loss of $(1.32) a year earlier, and adjusted diluted EPS rose to $2.63 from $1.89. The company raised its 2026 adjusted diluted EPS guidance to $7.50 to $7.75 while lowering its GAAP revenue growth guidance to 13.2% to 14.2% because of foreign exchange rates.
Q3 2026 adjusted diluted EPS from continuing operations was $2.63, versus $1.89 in the prior year period; GAAP diluted EPS was $1.30 versus $(1.32).
2026 adjusted diluted EPS guidance raised to $7.50 to $7.75; GAAP diluted EPS guidance raised to $2.84 to $3.09.
2026 GAAP revenue growth guidance reduced to 13.2% to 14.2% on foreign exchange; pro forma adjusted constant currency growth guidance maintained at 3.5% to 4.5%.
About $350 million of common stock repurchased from July 1, 2026 through the release date, leaving $400 million under the current authorization; the OEM sale to Montagu and Kohlberg closed August 3, 2026 for $1.5 billion in cash.
Evergy reported third quarter 2026 GAAP earnings of $612.9 million, or $2.59 per share, compared to $475.0 million, or $2.03 per share, in the third quarter of 2025. Driven by strong operational performance and warmer weather, the company raised its full-year 2026 adjusted EPS guidance and declared a quarterly dividend of $0.7225 per share. Additionally, Evergy announced amendments to electric service agreements and a letter of intent with Digital Realty for a 1.4 gigawatt project.
Third quarter 2026 GAAP EPS was $2.59, up from $2.03 in the third quarter of 2025.
Raised 2026 adjusted EPS guidance to a range of $4.35 to $4.50 per share from $4.14 to $4.34.
Declared a quarterly dividend of $0.7225 per share, payable on December 18, 2026, to shareholders of record as of November 20, 2026.
Signed three amendments to electric service agreements and a letter of intent with Digital Realty for a 1.4 gigawatt project.
PENN Entertainment reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $1.8 billion, up from $1.7 billion a year earlier. Net income was $32.6 million, compared with a $865.1 million loss in the prior-year quarter, which included large impairment charges, and diluted EPS was $0.24. Management said Retail and Interactive trends continued through October and reiterated confidence in its full-year Interactive Adjusted EBITDA target.
Total revenues $1,840.0 million vs. $1,717.3 million in Q3 2025; Consolidated Adjusted EBITDA $284.0 million vs. $194.9 million
Diluted EPS $0.24 vs. a $(6.03) loss per share; Adjusted EPS $0.32 vs. $(0.22)
Interactive segment revenue $348.4 million, with an Adjusted EBITDA loss of $18.3 million
Total liquidity of $2.0 billion at September 30, 2026, including $1.0 billion of cash; traditional net debt of $1.8 billion
Core Natural Resources reported third-quarter 2026 net income of $9.0 million, or $0.18 per diluted share, on revenues of $1.1 billion, compared with $1.0 billion in the third quarter of 2025. The company also declared a $0.10 per share quarterly dividend and repurchased $84.7 million of its stock, which matters to shareholders because it shows continued cash returns alongside a lower share count.
Net income of $9.0 million, or $0.18 per diluted share, and adjusted EBITDA of $165.2 million in Q3 2026; revenues were $1.1 billion versus $1.0 billion in Q3 2025
Repurchased 930,611 shares for $84.7 million in Q3; $586.1 million remained under the $1.0 billion repurchase program as of September 30, 2026
Board declared a $0.10 per share quarterly dividend, payable December 15, 2026, to holders of record on November 30, 2026
Free cash flow of $80.3 million; cash and short-term investments of $443.9 million at September 30, 2026
Peloton reported results for the quarter ended September 30, 2026, with total revenue of $559 million, up 2% year over year, and GAAP net income of $96.2 million, compared with $13.9 million a year earlier. The company guided second-quarter revenue to $625 million to $650 million, down 3% at the midpoint, and left its full-year revenue outlook of $2.30 billion to $2.40 billion unchanged.
Q1 total revenue was $559.2 million, up 2% year over year; ending paid connected fitness subscriptions were 2.475 million, down 9%.
GAAP net income was $96.2 million versus $13.9 million a year earlier; diluted EPS was $0.19 versus $0.03.
Q2 FY27 revenue is expected at $625 million to $650 million, down 3% at the midpoint; full-year FY27 revenue outlook is unchanged at $2.30 billion to $2.40 billion.
After the quarter closed, Peloton voluntarily paid down $280 million of its Term Loan, bringing gross principal debt outstanding to $1.048 billion.
DTE Energy announced third quarter 2026 net income of $470 million, or $2.25 per diluted share, compared with $419 million, or $2.01 per diluted share, for the third quarter of 2025. The company also entered into an agreement to sell its non-utility DTE Vantage business for approximately $3 billion to institutional investors advised by J.P. Morgan Asset Management, with the transaction expected to close in the first half of 2027.
Reported third quarter 2026 net income of $470 million, or $2.25 per diluted share, compared to $419 million, or $2.01 per diluted share, in 2025.
Agreed to sell the DTE Vantage non-utility business for approximately $3 billion, with a closing expected in the first half of 2027.
Confirmed 2026 operating earnings per share guidance in the range of $7.59 to $7.73 and established a 2027 pro forma baseline range of $7.59 to $7.73.
Virtu reported third-quarter 2026 total revenues of $1,153.9 million, up 39.9% from a year earlier, and net income of $282.5 million, compared with $149.1 million in the prior-year quarter. The Board also approved moving the company's state of incorporation from Delaware to Texas, a step its controlling stockholder approved by written consent, with the change expected later this year.
Total revenues rose 39.9% to $1,153.9 million from $824.8 million in Q3 2025.
Basic and diluted EPS were $1.65, versus $0.86 a year earlier; net income was $282.5 million versus $149.1 million.
Board declared a quarterly cash dividend of $0.24 per share, payable December 15, 2026, to holders of record as of December 1, 2026.
TJMT Holdings LLC, holding a majority of voting power, approved the Delaware-to-Texas reincorporation on November 4, 2026; the company says operations, management and strategy are not expected to change.
Cardinal Health reported first-quarter fiscal 2027 revenue of $67.5 billion, a 5% increase year-over-year, alongside a GAAP diluted EPS of $2.38. Driven by strong segment performance, the company raised its full-year non-GAAP diluted EPS guidance range to $12.80 to $13.00 and completed a $500 million share repurchase program.
First-quarter revenue increased 5% to $67.5 billion compared to the prior-year period.
GAAP diluted EPS grew 27% to $2.38 and non-GAAP diluted EPS grew 28% to $3.26.
Fiscal year 2027 non-GAAP EPS guidance was raised to a range of $12.80 to $13.00.
The company completed its $500 million share repurchase program during the first quarter.
Iron Mountain Incorporated reported third-quarter 2026 total revenues of $2.0 billion and net income of $129 million, driven by strong growth in its storage rental and service segments. Supported by solid operational performance, the company raised its full-year 2026 financial guidance and increased its quarterly dividend by 15% to $0.993 per share.
Q3 2026 total revenues reached $2.0 billion, a 13.5% increase year over year.
Net income for the quarter was $129 million, compared to $86 million in Q3 2025.
Adjusted EBITDA grew 13.3% year over year to $748 million for the third quarter.
The quarterly dividend was increased by 15% to $0.993 per share, payable on January 6, 2027.
Warby Parker reported third-quarter 2026 revenue of $244.7 million, up 10.4% year over year, and Adjusted EBITDA of $28.6 million, up from $25.7 million. GAAP net income was $5.6 million, slightly below the prior-year $5.9 million, and the company narrowed its full-year 2026 revenue guidance while reaffirming its Adjusted EBITDA guidance.
Q3 2026 net revenue $244.7 million, up 10.4% from the prior year
Q3 net income $5.6 million, down $0.3 million; diluted EPS $0.04 versus $0.05
Tapestry, Inc. reported its fiscal first quarter results ended September 26, 2026, delivering $1.9 billion in revenue and increasing GAAP diluted EPS by 38% to $1.76. Driven by strong brand performance, particularly at Coach, the company raised its full-year fiscal 2027 revenue and earnings outlook while increasing its capital return program to $2.0 billion.
Delivered net sales of $1.89 billion in the first quarter of fiscal 2027, an increase of 11% reported and 12% pro forma versus the prior year.
Achieved GAAP diluted EPS of $1.76 and non-GAAP diluted EPS of $1.82 for the quarter ended September 26, 2026.
Raised fiscal year 2027 guidance to revenue of $8.5 billion to $8.6 billion and diluted EPS of $8.25 to $8.35.
Returned approximately $700 million to shareholders in the quarter through dividends and share repurchases, and updated full-year capital return outlook to $2.0 billion.
GEO Group reported third-quarter 2026 revenue of $761.1 million, up 12% from a year earlier, and adjusted net income of $51.8 million, up 48%. GAAP net income fell to $49.2 million from $173.9 million, which included a prior-year gain on asset divestitures. The company raised its full-year 2026 guidance for net income, adjusted net income and adjusted EBITDA, and disclosed a $950 million sale of the Adelanto Complex to ICE.
Q3 2026 revenue was $761.1 million versus $682.3 million in Q3 2025; GAAP diluted EPS was $0.37 versus $1.24
Q3 2026 adjusted net income was $51.8 million, or $0.39 per diluted share, versus $35.0 million, or $0.25, a year earlier
FY26 adjusted net income guidance raised to $185 million to $190 million ($1.40 to $1.44 per diluted share); adjusted EBITDA guidance raised to $568 million to $573 million
Share repurchase authorization raised by $750 million to $1.25 billion; about $1.07 billion remained available as of November 5, 2026
The Cigna Group reported third-quarter 2026 total revenues of $73.7 billion and shareholders' net income of $1.4 billion, or $5.47 per share. Driven by strong segment execution, the company raised its full-year 2026 adjusted income from operations outlook to at least $30.60 per share.
Total revenues for the third quarter of 2026 increased 6% year-over-year to $73.7 billion.
Shareholders' net income for the third quarter of 2026 was $1.4 billion, or $5.47 per share.
Full-year 2026 adjusted income from operations outlook was raised to at least $30.60 per share.
The company repurchased 1.8 million shares of common stock for approximately $500 million through November 4, 2026.
Targa Resources Corp. reported third-quarter 2026 net income attributable to the company of $658 million and adjusted EBITDA of $1.5 billion, representing an 18% increase year-over-year. The company raised its full-year 2026 adjusted EBITDA outlook to at least $6.0 billion and announced plans to recommend a 20% increase to its annualized common dividend for 2027.
Third-quarter 2026 net income attributable to Targa Resources Corp. was $658 million compared to $478 million in the third quarter of 2025.
Adjusted EBITDA for the third quarter reached $1.5 billion, up 18% year-over-year.
Full-year 2026 adjusted EBITDA is now expected to be at least $6.0 billion, with net growth capital expenditures estimated at approximately $5.0 billion.
Management intends to recommend an annualized common dividend of $6.00 per share for 2027, representing a 20% increase over 2026.
Enovis reported third-quarter 2026 net sales of $559 million, up 2% on a reported basis and 5% organic, and net income of $3 million compared with a net loss of $571 million a year earlier. The company raised its full-year adjusted EBITDA and adjusted EPS guidance, narrowed its revenue guidance, and approved a new $200 million share repurchase authorization.
Q3 net sales of $559 million, up 2% reported and 5% organic; adjusted EPS of $0.88 versus $0.75 a year earlier
2026 adjusted EBITDA guidance raised to $428-438 million from $425-435 million
2026 adjusted EPS guidance raised to $3.58-3.79 from $3.52-3.73; revenue guidance narrowed to $2.32-2.35 billion from $2.31-2.37 billion
New $200 million share repurchase authorization replaces the existing $100 million authorization
Haemonetics reported second-quarter fiscal 2027 revenue of $357.8 million, up 9.3%, and GAAP earnings of $1.00 per diluted share, up from $0.81 a year earlier. The company raised its reported revenue growth guidance to 8% to 11% but narrowed its adjusted operating margin expansion guidance to 0 to 50 basis points from 50 to 100 basis points.
Q2 revenue $357.8 million, up 9.3%; organic revenue growth 10.0%
GAAP EPS $1.00 vs. $0.81 a year earlier; adjusted EPS $1.35, up 6.3%
Reported revenue guidance raised to 8% to 11% from 5% to 8%; adjusted operating margin expansion lowered to 0 to 50 basis points from 50 to 100
EPAM reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, and GAAP diluted EPS of $2.53, up from $1.91. The Board replaced the prior repurchase program with a new $1.8 billion authorization through December 31, 2029, and EPAM expects to enter a $500 million accelerated share repurchase during the week of November 9, 2026, which shareholders would see as a larger capital return.
Q3 revenue $1.426 billion, up $32.1 million or 2.3%; GAAP income from operations rose 21.4% to $175.9 million
GAAP diluted EPS $2.53 vs. $1.91 a year earlier; non-GAAP diluted EPS $3.51, up 14.0%
$500 million accelerated share repurchase expected the week of November 9, 2026, funded with cash on hand and credit facility borrowings
Fourth-quarter revenue expected at $1.405 billion to $1.420 billion; cash, cash equivalents and restricted cash fell to $969.9 million as of September 30, 2026
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
Dorian LPG reported revenues of $221.3 million for the quarter ended September 30, 2026, up 78.4% from a year earlier, driven by higher time charter equivalent rates. Net income of $213.9 million included a $63.6 million gain on vessel sales, and the company declared an irregular cash dividend of $1.25 per share, about $53.7 million in total, payable November 24, 2026.
Revenues were $221.3 million, up from $124.1 million a year earlier, with TCE rates at $96,990 per available day versus $53,725.
Net income was $213.9 million, or $4.98 per diluted share, versus $1.30 a year earlier; adjusted EPS was $3.46 versus $1.31.
Adjusted EBITDA was $242.0 million, compared with $85.7 million in the prior-year quarter.
An irregular dividend of $1.25 per share, about $53.7 million, is payable on or about November 24, 2026, to holders of record as of November 9, 2026.
Kinetik reported third quarter 2026 results, with Adjusted EBITDA of $278.1 million, up from $242.6 million a year earlier, and net income including noncontrolling interest of $50.9 million, up from $15.5 million. The company now expects full year 2026 Adjusted EBITDA at the high end of its $1.04 billion to $1.1 billion guidance range and expects capital expenditures about 5% below its $560 million guidance.
Q3 2026 total operating revenues were $569.4 million, versus $464.0 million in Q3 2025; diluted EPS attributable to Class A holders was $0.26, versus $0.03
Midstream Logistics Adjusted EBITDA was $203.6 million, a 34% year-over-year increase; Pipeline Transportation Adjusted EBITDA fell 18% to $78.5 million, mainly due to the EPIC Crude Holdings divestiture
Free Cash Flow was $87.5 million for Q3 2026 versus $13.9 million a year earlier; Net Debt was $3.94 billion at September 30, 2026
The ECCC Pipeline expansion reached final investment decision, and the company expects in-service in mid-2027
Black Hills reported third-quarter 2026 GAAP net income available for common stock of $41.0 million, or $0.54 per diluted share, up from $24.9 million, or $0.34, a year earlier. Adjusted EPS was $0.57, up from $0.45, and the company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45, excluding merger-related costs. The pending merger with NorthWestern Energy still requires a final approval from the Montana Public Service Commission.
Q3 2026 revenue was $466.1 million, compared with $430.2 million in Q3 2025.
GAAP EPS was $0.54 versus $0.34; adjusted EPS was $0.57 versus $0.45.
2026 adjusted EPS guidance of $4.25 to $4.45 was reaffirmed, excluding merger-related costs.
The NorthWestern Energy merger is expected to close by year-end 2026, subject to Montana approval.
Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.
Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026
Chord Energy reported third-quarter 2026 results, with net income of $181.6 million ($3.29 per diluted share) compared with $130.1 million ($2.26) a year earlier, though below the $525.2 million reported in the second quarter. The company raised its full-year 2026 oil volume guidance and expects Adjusted Free Cash Flow to be about $200 million higher than in August, while also announcing a $550.0 million gross Marcellus divestiture expected to close in the fourth quarter.
Net income was $181.6 million ($3.29 per diluted share) in Q3 2026, up from $130.1 million ($2.26) in Q3 2025 and down from $525.2 million in Q2 2026.
FY26 oil volume midpoint guidance increased about 1% from 161.0 to 162.5 MBopd; FY26 Adjusted Free Cash Flow expectations rose about $200 million since the August outlook.
The company repurchased $205.0 million of shares in Q3 2026 and another $78 million in Q4 2026 through October 30, 2026, and declared a base dividend of $1.30 per share payable December 7, 2026.
Marcellus non-operated assets are being divested for total gross consideration of $550.0 million, with closing expected in Q4 2026.
Old National Bancorp furnished third-quarter 2026 investor presentation materials under Item 7.01, with the deck attached as Exhibit 99.1. The company reported record net income of $254 million and diluted EPS of $0.66, up from $0.65 in the prior quarter and $0.46 a year earlier, while repurchasing $100 million of common stock.
Net income of $254 million; net income applicable to common shares of $250 million, compared with $179 million a year earlier
Diluted EPS of $0.66 versus $0.65 in 2Q26 and $0.46 in 3Q25; adjusted EPS of $0.66, up 12% year over year
Repurchased $100 million, or 3.9 million shares, of common stock; $177 million of authorization remaining
Tangible book value per share was $13.77 at September 30, 2026, down from $14.32 at June 30, 2026
CF Industries reported third-quarter 2026 results in a presentation dated November 4, 2026, filed as Exhibit 99.1, and will discuss them on a conference call on November 5, 2026. Net sales, net earnings and adjusted EBITDA all rose from the third quarter of 2025, which is the main measure shareholders would watch.
Q3 2026 net sales were $1,860 million, up from $1,659 million in Q3 2025
Q3 2026 net earnings attributable to common stockholders were $436 million, or $2.87 per diluted share, versus $353 million, or $2.19 per diluted share, a year earlier
Q3 2026 adjusted EBITDA was $833 million, up from $667 million; nine-month 2026 adjusted EBITDA was $3,008 million versus $2,072 million
As of September 30, 2026, $1.1 billion remained under the current $2 billion share repurchase authorization, which runs through 2029
Seacoast Banking Corporation of Florida furnished an investor presentation for its one-on-one investor meetings, showing third quarter 2026 net income of $59.9 million, or $0.55 per share, up 64% from the prior-year quarter. Adjusted net income was $71.8 million, or $0.66 per share, and the company's full-year 2026 adjusted EPS outlook is $2.48 to $2.52. The presentation is unaudited for these measures and is furnished rather than filed, so shareholders should review the full investor materials.
Third quarter 2026 net income was $59.9 million, or $0.55 per share, up 1% from the prior quarter and 64% from the prior-year quarter.
Adjusted net income was $71.8 million, or $0.66 per share, up 9% from the prior quarter.
Full-year 2026 adjusted EPS outlook is $2.48 to $2.52, versus $1.84 in 2025; noninterest expense was $133.3 million, including $15.5 million of merger and integration costs.
Tier 1 capital ratio was 14.1% at quarter end, and over 1.2 million shares were repurchased year to date.
Ormat reported third-quarter 2026 revenue of $275.1 million, up 10.2%, and net income attributable to stockholders of $31.9 million, up 32.2%, with diluted EPS of $0.51 versus $0.39. The company said it raised the midpoints of its full-year 2026 revenue and Adjusted EBITDA guidance, which now call for total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Energy Storage revenue rose 145.2% to $49.9 million; Electricity segment revenue fell 2.1%, which the company attributed to a hurricane-related forced outage at Puna.
Diluted EPS was $0.51 versus $0.39 a year earlier; adjusted diluted EPS was $0.56 versus $0.41.
2026 guidance: total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Board declared a quarterly dividend of $0.12 per share, payable December 2, 2026, to holders of record on November 18, 2026.
CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million, or $2.19 per share, a year earlier. For the first nine months, net earnings were $1.78 billion, or $11.60 per diluted share, versus $1.05 billion, or $6.39 per share, in the prior-year period, and that total includes a gain of approximately $170 million from a litigation settlement, which the company said affects comparability.
Third quarter 2026 net sales were $1.86 billion, compared with $1.66 billion a year earlier.
Third quarter 2026 adjusted EBITDA was $833 million, compared with $667 million in the third quarter of 2025.
The company repurchased 3.0 million shares for $367 million in the third quarter and has about $1.11 billion left under its program, which expires in December 2029.
Management expects full-year 2026 gross ammonia production of about 9.5 million tons and expects the Yazoo City Complex to resume operations in the first half of 2027.
Royal Gold, Inc. reported its third quarter 2026 results, highlighting total revenue of $464.8 million and net income of $227.4 million, driven by higher metal prices and new asset contributions. The company achieved record operating cash flow of $344.4 million and fully repaid its outstanding debt after the quarter end. Shareholders also received a quarterly dividend of $0.475 per share and benefited from ongoing share repurchases.
Revenue reached $464.8 million for the quarter ended September 30, 2026, compared to $252.1 million in the prior year period.
Net income was $227.4 million, or $2.68 per share, up from $126.8 million in the prior year period.
Operating cash flow reached a record $344.4 million, compared to $174.0 million in the prior year period.
The company fully repaid the remaining $150 million on its revolving credit facility on October 19, 2026.
Atmos Energy reported fiscal 2026 earnings per diluted share of $8.49 on net income of $1.4 billion and initiated fiscal 2027 earnings guidance of $9.05 to $9.25 per diluted share. Additionally, the company declared a quarterly dividend of $1.09 per common share and increased its indicated annual dividend for fiscal 2027 to $4.36.
Fiscal 2026 earnings per diluted share were $8.49 on net income of $1.4 billion.
Fiscal 2027 earnings per diluted share guidance is expected to be $9.05 to $9.25.
Fiscal 2027 capital expenditures are expected to be approximately $4.5 billion.
Indicated annual dividend for fiscal 2027 is $4.36, representing a 9.0% increase over fiscal 2026.
Watts Water Technologies reported third quarter 2026 net sales of $728.0 million, up 19% on a reported basis and 12% organically, with diluted EPS of $4.34 versus $2.45 a year earlier. The company raised its full-year 2026 sales and operating margin outlook, though GAAP margin and EPS include $39.3 million of tariff refunds classified as a special item.
Q3 2026 net sales were $728.0 million, up 19% reported and 12% organic, driven mainly by data center growth and price realization
Diluted EPS was $4.34, up 77%; adjusted diluted EPS was $3.40, up 36%, with the GAAP figure including $0.94 per share from tariff refunds
Full-year 2026 reported sales growth outlook was raised to 17% to 18%, and adjusted operating margin outlook to 20.3% to 20.4%
Repurchased about 11,000 shares for $3.9 million in Q3; about $117 million remains under the 2023 repurchase program
Saia reported record third quarter revenue of $982.5 million, up 17.0%, and diluted EPS of $3.41, up 21.4% from adjusted EPS of $2.81 a year earlier. The Board also authorized repurchases of up to $250 million of common stock.
Q3 revenue rose 17.0% to $982.5 million; tonnage per workday up 8.9%, shipments per workday up 0.8%
Diluted EPS of $3.41 versus adjusted $2.81 in Q3 2025; operating ratio 87.6%, unchanged from adjusted prior-year level
Board authorized up to $250 million in share repurchases; ended quarter with $203 million cash and $100.0 million total debt
Management expects Q4 operating ratio improvement of over 200 basis points year over year, based on October trends
APA reported third-quarter 2026 net income attributable to common stock of $698 million, or $2.00 per diluted share, up from $205 million, or $0.57 per diluted share, a year earlier. Total revenues rose to $2.77 billion from $2.1 billion, and the company raised its 2026 free cash flow outlook to approximately $2.9 billion, which it says supports larger shareholder returns and debt reduction.
Q3 2026 net income of $698 million ($2.00 diluted per share) vs. $205 million ($0.57) in Q3 2025; adjusted earnings were $676 million ($1.94 per diluted share)
2026 free cash flow outlook increased to approximately $2.9 billion, up $600 million from the August update
Returned $537 million to shareholders in Q3, including $450 million of share repurchases; net debt target lowered to $2 billion
Preliminary 2027 upstream capital budget of $2.5 billion; full-year 2026 lease operating expense guidance raised $25 million to $1,525 million
American States Water reported third-quarter 2026 diluted earnings of $1.06 per share, unchanged from the same quarter of 2025, while revenue rose to $192.5 million from $182.7 million. Excluding investment gains and losses, which the company now removes from adjusted results, EPS rose to $1.06 from $1.01, and year-to-date reported EPS grew 11.0% to $2.92.
Q3 2026 reported diluted EPS of $1.06, flat versus $1.06 in Q3 2025; adjusted EPS of $1.06 versus $1.01
Q3 2026 total operating revenues of $192.5 million versus $182.7 million; net income of $42.3 million versus $41.2 million
Nine-month 2026 reported diluted EPS of $2.92 versus $2.63, an increase of 11.0%
Fourth-quarter dividend of $0.5455 per share approved October 26, 2026, payable December 2, 2026
Murphy Oil reported third quarter 2026 results on November 4, 2026, with net income attributable to Murphy of $171.1 million, or $1.17 per diluted share, compared with a loss of $3.0 million a year earlier. The company raised its full-year 2026 production guidance to 176,000 to 178,000 BOEPD, a 6,000 BOEPD increase at the midpoint, and said it paid $50 million in dividends during the quarter. The company also announced production sharing contracts for the C-10 and Tiof blocks offshore Mauritania.
Net income attributable to Murphy was $171.1 million, or $1.17 per diluted share, versus a loss of $3.0 million, or $0.02 per share, in the third quarter of 2025.
Revenue from production was $849.2 million, up from $720.97 million a year earlier.
Production of 186,495 BOEPD exceeded quarterly guidance of 171,000 to 179,000 BOEPD.
Full-year 2026 production guidance was raised to 176,000 to 178,000 BOEPD; $550 million remains under the share repurchase authorization, and no shares were repurchased in the quarter.
Primerica reported third-quarter 2026 results for the period ended September 30, 2026, with total revenues of $902 million, up 7% year over year, and net income of $209 million, up 1%. Diluted EPS of $6.76 rose 6%, and diluted adjusted operating EPS of $6.77 rose 7%, with the company also declaring a $1.20 per share dividend.
Total revenues of $902 million rose 7% from the third quarter of 2025
Investment and Savings Products sales rose 19% to $4.4 billion; Term Life adjusted operating income before income taxes fell 12%
Company returned $159 million to stockholders in the quarter, including $122 million of share repurchases
Board approved a $1.20 per share dividend payable December 14, 2026 to holders of record on November 20, 2026
Phibro Animal Health reported higher first-quarter results for the period ended September 30, 2026, with net sales up 6% and net income up 11% from a year earlier. The company kept its fiscal 2027 guidance unchanged, and stockholders re-elected three Class I directors and ratified PricewaterhouseCoopers as auditor at the November 3, 2026 annual meeting.
Net sales of $386.8 million rose $22.9 million, or 6%, led by Mineral Nutrition, which rose 17%.
Net income of $29.5 million rose 11%, and diluted EPS of $0.72 rose $0.07 from $0.65.
Fiscal 2027 guidance was maintained: net sales of $1.55 billion to $1.60 billion and adjusted EBITDA of $258 million to $268 million.
At the November 3, 2026 annual meeting, all three director nominees were elected and PwC was ratified for the fiscal year ending June 30, 2027.
MKS Inc. reported third quarter 2026 revenue of $1,413 million, up from $988 million a year earlier, and GAAP diluted earnings per share of $3.26, up from $1.10. The Board also approved a new share repurchase program of up to $500 million, replacing a 2011 program with about $28 million remaining, and guided fourth quarter 2026 revenue to $1,490 million plus or minus $40 million. For shareholders, the results and guidance point to higher earnings, and the buyback and $0.25 quarterly dividend return capital to them.
Q3 2026 revenue of $1,413 million vs. $988 million in Q3 2025 and $1,248 million in Q2 2026.
GAAP net income of $236 million and diluted EPS of $3.26 vs. $1.10 in Q3 2025; Non-GAAP diluted EPS of $4.18.
Q4 2026 guidance: revenue of $1,490 million plus or minus $40 million and GAAP diluted EPS of $4.04 plus or minus $0.38; guidance excludes the pending Ophir Optics sale.
Share repurchase program of up to $500 million effective November 2, 2026; quarterly dividend of $0.25 per share payable December 7, 2026.
Pursuit Attractions and Hospitality reported third quarter 2026 revenue of $251.5 million, up 4.4% year over year, with net income attributable to the company of $82.8 million, up from $73.9 million. The company reaffirmed its 2026 Adjusted EBITDA midpoint of $133 million and narrowed its range to $130 million to $136 million from $128 million to $138 million.
Q3 2026 revenue was $251.5 million, up 4.4% year over year; Adjusted EBITDA was $125.5 million, up $8.1 million or 7%
Adjusted EPS was $3.03 for Q3 2026, compared with $2.65 in Q3 2025
2026 Adjusted EBITDA guidance range narrowed to $130 million to $136 million; midpoint of $133 million reaffirmed
HCI Group reported third-quarter 2026 pre-tax income of $116 million and diluted earnings per share of $6.45, up from $91 million and $4.90 a year earlier. Gross premiums earned rose 5% to $316 million, and the gross loss ratio improved to 20.7% from 22.0%, so profit grew faster than premiums.
Q3 diluted EPS was $6.45 versus $4.90 in Q3 2025; net income after noncontrolling interests was $83 million versus $66 million.
Gross premiums earned were $316 million, up 5%; the gross loss ratio was 20.7% versus 22.0%.
Nine-month diluted EPS was $17.48 versus $15.47 for the same period of 2025.
The $80 million share repurchase program, announced March 3, 2026, was completed July 17, 2026, with 504,330 shares bought in total.
MetLife reported its third-quarter 2026 financial results, highlighted by net income of $2.4 billion, or $3.67 per share, driven by net derivative gains and higher adjusted earnings. Adjusted earnings increased 12% to $1.8 billion, supported by higher variable investment income, broad-based volume growth, and favorable underwriting. The company returned approximately $1 billion to shareholders through share repurchases and common stock dividends during the quarter.
Net income increased 187% to $2.4 billion, or $3.67 per share, for the third quarter of 2026.
Adjusted earnings rose 12% to $1.8 billion, or $2.78 per share.
Premiums, fees and other revenues increased 12% to $14.1 billion.
Total assets under management for MetLife Investment Management reached $723.4 billion.
Albemarle reported third-quarter 2026 net sales of $1.6 billion, up 19% from a year earlier, and net income attributable to the company of $297 million, or $2.15 per diluted share, compared with a loss of $1.72 per share in the prior-year quarter. The company raised its full-year 2026 Specialties adjusted EBITDA outlook to $350-$375 million and cut its capital expenditure forecast to $300-$350 million, but said fourth-quarter net sales and adjusted EBITDA are expected to decline sequentially on lower lithium market pricing.
Q3 2026 net sales were $1,553.1 million, up 18.8% from $1,307.8 million in Q3 2025; adjusted EBITDA was $645.5 million, up 186.1%.
Diluted EPS was $2.15; adjusted diluted EPS was $2.58, compared with an adjusted loss of $0.19 in Q3 2025.
Full-year 2026 Specialties adjusted EBITDA outlook was raised to $350-$375 million from $275-$325 million.
Full-year 2026 capital expenditure forecast was reduced to $300-$350 million from approximately $500 million; Q4 2026 net sales and adjusted EBITDA are expected to decrease sequentially.
News Corp reported results for the quarter ended September 30, 2026, with revenues of $2.28 billion, up 6%, and net income of $215 million, up 43%. Net income attributable to News Corporation stockholders was $159 million, and EPS was $0.29 versus $0.20, while free cash flow was negative $89 million versus $4 million a year earlier.
Total Segment EBITDA was $403 million, up 19% from $340 million, with Digital Real Estate Services up 34%
Adjusted EPS was $0.28 versus $0.22 in the prior year; reported EPS was $0.29 versus $0.20
Free cash flow was $(89) million versus $4 million, reflecting lower operating cash flow of $13 million and $102 million in capital expenditures
VIAVI reported preliminary fiscal first-quarter 2027 net revenue of $469.3 million, up 56.9% from a year earlier, and GAAP net income of $76.0 million, or $0.29 per diluted share, compared with a loss of $0.10 per share a year earlier. The board also authorized a new repurchase program of up to $500 million, and the company expects second-quarter net revenue of $505 million to $515 million.
Net revenue of $469.3 million, up from $299.1 million in the year-earlier quarter; GAAP diluted EPS of $0.29 versus a $(0.10) loss
Non-GAAP diluted EPS of $0.47 and non-GAAP operating margin of 29.0% for the quarter ended October 3, 2026
Second-quarter fiscal 2027 outlook: net revenue of $505 million to $515 million and non-GAAP EPS of $0.50 to $0.52
New $500 million share repurchase authorized November 1, 2026, in addition to a 2022 plan with approximately $18.4 million remaining
SiTime reported third-quarter 2026 net revenue of $298.7 million, up 257% from $83.6 million a year earlier, and GAAP net income of $4.4 million, or $0.14 per diluted share, compared with a net loss of $8.0 million a year earlier. The company also announced a three-for-one forward stock split, with trading on a split-adjusted basis expected to begin December 7, 2026, which the company says is intended to make ownership more accessible to employees and investors.
Q3 2026 revenue of $298.7 million, up from $157.4 million in the June 2026 quarter and $83.6 million in the year-ago quarter
GAAP net income of $4.4 million, or $0.14 per diluted share; non-GAAP net income of $130.3 million, or $4.01 per diluted share
Acquisition related costs were $21.3 million in the quarter, and amortization of acquired intangibles was $61.8 million
Three-for-one forward stock split: record date December 3, 2026, distribution after market close December 4, 2026
Texas Pacific Land reported third-quarter 2026 results, with total revenues of $273.4 million and net income of $167.4 million, or $2.42 per diluted share, up from $246.1 million of revenue and $153.9 million of net income in the second quarter. The company also posted an updated investor presentation and declared a $0.60 quarterly dividend, which gives shareholders a clear view of royalty-driven earnings growth.
Q3 2026 total revenues were $273.4 million, compared with $246.1 million in Q2 2026.
Net income was $167.4 million, or $2.42 per diluted share, compared with $153.9 million, or $2.23 per diluted share, in Q2 2026.
Oil and gas royalty revenue was $167.3 million, on production of 42.3 thousand Boe per day.
A $0.60 per share quarterly dividend was declared November 2, 2026, payable December 15, 2026 to holders of record on December 1, 2026.
Dutch Bros reported third quarter 2026 results on November 4, 2026, with total revenues up 29.8% to $549.8 million and net income of $37.2 million, compared with $27.3 million a year earlier. The company also updated its 2026 guidance, now projecting at least $2.1 billion in total revenues and approximately $380 million in Adjusted EBITDA, and set a 2027 system shop opening goal of approximately 250.
Q3 2026 total revenues were $549.8 million, up from $423.6 million in Q3 2025.
Diluted earnings per Class A share were $0.20, up from $0.14 in the prior-year quarter.
Adjusted EBITDA was $101.1 million, up 29.6% from $78.0 million; company-operated same shop sales rose 5.4%.
2026 guidance: revenues of at least $2.1 billion, same shop sales growth of at least 5%, Adjusted EBITDA of approximately $380 million, and capital expenditures of $370 million to $390 million.
Coca-Cola Consolidated reported third-quarter 2026 net sales of $1.99 billion, up 5.4%, and net income of $175.9 million, up 23.6% from a year earlier. Gross margin fell 80 basis points to 38.8% as aluminum and fuel costs outpaced price increases, and on an adjusted basis third-quarter net income declined 2.2%. The company also said it has reduced debt by $450 million so far in 2026.
Third-quarter net sales rose 5.4% to $1.99 billion; volume rose 1.4% to 94.2 million standard physical cases.
Third-quarter income from operations rose 10.1% to $271.6 million; reported diluted EPS was $2.64 versus $1.64 a year earlier.
Adjusted third-quarter net income was $175.3 million, down 2.2% from $179.2 million, per the company's non-GAAP reconciliation.
For the first nine months of 2026, net income was $446.2 million, up 3.0%, and operating cash flow was $664.8 million versus $722.9 million.
FICO reported fourth-quarter fiscal 2026 results for the quarter ended September 30, 2026. Revenue rose 27% to $657.0 million and GAAP diluted EPS was $8.12, up from $6.42, but net income included a $65 million proposed litigation settlement accrual, a $48 million gain on sale of an equity investment, and a $27 million restructuring charge. The company is not providing fiscal 2027 guidance, citing its transition to bespoke mortgage originations pricing and uncertain mortgage market conditions.
Revenue of $657.0 million vs. $515.8 million in the prior year period, an increase of 27%.
GAAP diluted EPS of $8.12 vs. $6.42; non-GAAP diluted EPS of $11.10 vs. $7.74.
Scores revenue of $413.8 million, up 33%; Software revenue of $243.2 million, up 19%.
No fiscal year 2027 guidance provided, due to the mortgage pricing transition and elevated interest rates.
Palomar Holdings reported third quarter 2026 net income of $65.3 million, or $2.42 per diluted share, up from $51.5 million, or $1.87, a year earlier. Gross written premiums rose 28.4% to $767.0 million, but the loss ratio increased to 41.5% from 32.3%, and the combined ratio rose to 80.8% from 78.1%. The company now expects full-year 2026 adjusted net income of $280 million to $285 million, and its CEO said this was the fourth increase to the adjusted net income guidance range this year.
Net income of $65.3 million, or $2.42 per diluted share, versus $51.5 million, or $1.87, in Q3 2025
Gross written premiums up 28.4% to $767.0 million; loss ratio 41.5% versus 32.3%; combined ratio 80.8% versus 78.1%
Full-year 2026 adjusted net income outlook of $280 million to $285 million, including $8 million to $12 million of catastrophe losses
Board declared a quarterly cash dividend of $0.45 per share, payable December 2, 2026, to holders of record as of November 17, 2026
Veeco reported third-quarter 2026 revenue of $209.4 million, up from $165.9 million a year earlier, and GAAP net income of $13.6 million, or $0.21 per diluted share, up from $0.17. Non-GAAP diluted earnings per share were flat at $0.36, and the company revised its full-year 2026 guidance, which now projects revenue of $790 million to $820 million.
Q3 2026 revenue was $209.4 million, compared with $165.9 million in Q3 2025.
GAAP diluted EPS was $0.21 versus $0.17; non-GAAP diluted EPS was $0.36, unchanged from a year earlier.
Q4 2026 revenue is expected at $230 million to $260 million, with non-GAAP diluted EPS of $0.50 to $0.70.
Full-year 2026 revenue is now expected at $790 million to $820 million, with non-GAAP diluted EPS of $1.32 to $1.52.
Macerich reported third-quarter 2026 total revenues of $260.1 million, up from $253.3 million a year earlier. Net loss attributable to the company narrowed to $16.7 million, or $0.06 per share, from $87.4 million, or $0.34 per share, mainly due to a gain on asset sales. Two mortgage loans, totaling $399.4 million, went into default after quarter end, and the company is negotiating with both lenders.
Total revenues were $260.1 million for the quarter, compared with $253.3 million in Q3 2025.
FFO, as adjusted, was $109.1 million, or $0.37 per diluted share, compared with $96.2 million, or $0.36 per share.
The $325.0 million Fresno Fashion Fair loan went into default effective November 2, 2026; the $74.4 million Fashion Outlets of Niagara Falls loan went into default effective October 6, 2026.
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.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.
Which companies are covered?
Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.