Each material 8-K filed by an S&P 1500 company, read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
Dauch reported third quarter 2026 results with sales of $2.91 billion, up from $1.51 billion a year earlier, mainly because of the Dowlais acquisition. The company swung to a net loss attributable to Dauch of $45.3 million, or $(0.19) per share, compared with net income of $9.2 million, or $0.07 per share, a year earlier. It raised its full-year sales outlook but lowered its full-year Adjusted EBITDA range, so the results and guidance point in different directions for shareholders.
Third quarter sales were $2.91 billion versus $1.51 billion in Q3 2025; the Dowlais acquisition was the primary driver of year-over-year changes.
Net loss attributable to Dauch was $45.3 million, or $(0.19) per share, versus net income of $9.2 million, or $0.07 per share, in Q3 2025.
Adjusted EBITDA was $358.5 million, or 12.3% of sales, versus $195.7 million, or 13.0% of sales, a year earlier.
Full-year 2026 Adjusted EBITDA outlook was lowered to $1.35–$1.375 billion from $1.36–$1.425 billion, while the sales outlook was raised to $10.8–$10.875 billion from $10.6–$10.8 billion.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
Telephone and Data Systems reported third quarter 2026 total operating revenues of $306.7 million, down from $308.5 million a year earlier, and net income attributable to TDS common shareholders of $29.6 million from continuing operations, compared with $40.2 million. The company lowered TDS Telecom's 2026 revenue, Adjusted OIBDA and Adjusted EBITDA guidance, raised its capital expenditure estimate, and its board approved an incremental $250 million share repurchase authorization.
Q3 2026 diluted EPS from continuing operations was $0.26, versus $0.33 in Q3 2025; total operating revenues were $306.7 million versus $308.5 million.
TDS Telecom 2026 revenue guidance was cut to $990 million to $1,010 million from $1,000 million to $1,025 million; Adjusted OIBDA guidance was cut to $280 million to $300 million from $300 million to $320 million.
TDS Telecom capital expenditure guidance was raised to approximately $750 million from $625 million to $675 million.
The board approved an incremental $250 million share repurchase authorization; TDS repurchased about 6 million shares in the quarter at an average price of $36.65.
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.
Sylvamo reported a third-quarter 2026 net loss of $199 million, or $4.98 per diluted share, driven by a $284 million loss from discontinued operations, primarily a noncash impairment tied to its Europe business. Sales from continuing operations of $645 million and adjusted operating earnings of $53 million were both lower than a year earlier but higher than the second quarter. The company also said it entered a put option agreement with Midas Atlantic Partners for a binding offer to acquire its Europe business, which it says would leave Sylvamo more focused on Latin America and North America.
Net sales from continuing operations were $645 million, versus $662 million in Q3 2025 and $614 million in Q2 2026.
Net loss was $199 million ($4.98 per diluted share), including a $284 million loss from discontinued operations.
Adjusted operating earnings were $53 million ($1.33 per diluted share), versus $72 million ($1.79) a year earlier.
Put option agreement with Midas Atlantic Partners for a binding offer to acquire the Europe business; dividend of $0.45 per share was paid Oct. 16.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Charter Communications reported its third-quarter 2026 financial and operating results, highlighted by a pro forma net loss of $2.1 billion driven largely by a $6.3 billion franchise impairment charge. The company also announced a new operating model and a plan to achieve $2 billion in annualized operating expense savings over the next 18 months, alongside the recently completed Cox Communications acquisition.
Pro forma third quarter revenue declined 1.5% year-over-year to $16.5 billion, while actual revenue rose 9.1% to $14.9 billion following the Cox Transactions.
Pro forma net loss attributable to Charter shareholders reached $2.1 billion, primarily due to a $6.3 billion franchise impairment charge.
Charter announced a new plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months.
Spectrum Mobile added 508,000 pro forma lines in the third quarter, bringing total mobile lines to 13.5 million as of September 30, 2026.
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.
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
Brighthouse Financial reported third quarter 2026 net income available to shareholders of $302 million, or $5.21 per diluted share, down from $453 million, or $7.89 per share, a year earlier. Adjusted earnings fell to $527 million, or $9.12 per share, from $970 million, or $16.87 per share, though the company said its annual actuarial review added $314 million of net favorable notable items. The company also said regulatory approvals for the pending $70.00 per share Aquarian Capital acquisition are not expected before the December 6, 2026 Outside Date, and the parties are discussing an extension.
Net income available to shareholders was $302 million, or $5.21 per diluted share, versus $453 million, or $7.89 per share, in the third quarter of 2025.
Adjusted earnings, less notable items, were $213 million, or $3.68 per diluted share, versus $261 million, or $4.54 per share, a year earlier.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities, with annuity sales down 12% quarter-over-quarter.
The merger agreement's Outside Date is December 6, 2026; the company and Aquarian Capital are discussing an extension, with no assurance of agreement.
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
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.
Camden Property Trust announced its third quarter 2026 operating results, reporting a diluted EPS of $8.71 primarily driven by a gain on the sale of its California portfolio. The company updated its full-year 2026 earnings guidance and adjusted its same-property growth forecasts.
Diluted EPS for 3Q26 was $8.71, compared to $1.00 in 3Q25.
Core FFO per diluted share for 3Q26 was $1.71, compared to $1.70 in 3Q25.
The company sold its California portfolio for approximately $1.6 billion, recognizing a gain of about $1.0 billion.
Full-year 2026 diluted EPS guidance was revised to a range of $9.42 to $9.46.
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.
Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.
Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.
Mattel reported third quarter 2026 net sales of $1,807 million, up 4%, and diluted EPS of $1.23 versus $0.88 a year earlier. The company said the gross margin gain was primarily driven by $88 million of tariff refunds, and its revised 2026 guidance excludes those refunds. The company also named Steve Totzke President and Chief Operating Officer, effective November 11, 2026.
Q3 2026 net sales were $1,807 million, up 4% as reported and 3% in constant currency
Q3 2026 net income was $354 million, an increase of $75 million; diluted EPS was $1.23 versus $0.88
Full-year 2026 adjusted EPS guidance is $1.05 to $1.20 and adjusted operating income guidance is $500 million to $570 million, excluding tariff refunds
Steve Totzke appointed President and COO effective November 11, 2026; Roberto Stanichi resigned as President, Chief Marketing and Brand Officer, effective November 10, 2026
Callaway Golf reported third quarter 2026 net sales of $436.9 million, down 5.6% from a year earlier, while GAAP net income was $45.7 million compared with a net loss of $14.7 million in the prior-year quarter. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, but still expects fourth-quarter results to be down year over year.
Q3 Adjusted EBITDA was $35.9 million, up 17.3%; GAAP gross margin rose to 51.9%, up about 1,210 basis points.
Full-year 2026 net sales outlook raised to $2.065 billion to $2.078 billion, from $2.045 billion to $2.070 billion.
Full-year 2026 Adjusted EBITDA outlook raised to $272 million to $280 million, from $246 million to $260 million.
Q4 2026 net sales are estimated at $328 million to $341 million, versus $368 million a year earlier.
Fox Factory reported third-quarter fiscal 2026 results, with net sales down 10.1% to $338.4 million and a GAAP net loss of $109.6 million that includes a $121.3 million loss on divestitures. Adjusted EBITDA rose to $50.4 million, but that figure includes about $12 million of IEEPA tariff refunds, and the company updated its fourth-quarter outlook and narrowed its fiscal 2026 adjusted EBITDA range.
Net sales were $338.4 million, down from $376.4 million a year earlier; GAAP net loss attributable to FOX stockholders was $109.6 million, or $2.61 per diluted share, versus a $0.6 million loss a year earlier.
Adjusted EPS was $0.54 versus $0.23, and adjusted EBITDA was $50.4 million versus $44.4 million, including about $12 million of IEEPA tariff refunds.
Total debt fell to $397.4 million from $673.5 million at January 2, 2026, after the Marucci Sports divestiture closed on September 25, 2026.
Fourth-quarter outlook: net sales of $287 million to $313 million and adjusted EBITDA of $25 million to $30 million; fiscal 2026 adjusted EBITDA of $143 million to $148 million excluding tariff refunds.
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
AMN Healthcare reported third-quarter 2026 revenue of $717.3 million, up 13% from a year earlier, with GAAP diluted EPS of $0.83 versus $0.76 and adjusted diluted EPS of $1.16 versus $0.39. The company guided fourth-quarter revenue to $655 million to $670 million, 10-12% below the prior year, with operating margin of (0.1%) to 0.5%, so shareholders face a sharp expected slowdown after a quarter boosted by labor disruption revenue.
Q3 2026 revenue $717.3 million, up 13% year over year; GAAP net income $33.4 million
GAAP diluted EPS $0.83 vs $0.76 a year ago; adjusted diluted EPS $1.16 vs $0.39
Q3 labor disruption revenue $59 million vs $12 million in Q3 2025
Q4 2026 guidance: revenue $655-670 million, operating margin (0.1%) to 0.5%, labor disruption revenue assumed at $5 million vs $124 million in Q4 2025
Global Net Lease reported third quarter 2026 revenue of $112.9 million and a net loss attributable to common stockholders of $67.1 million, with AFFO of $48.3 million, or $0.22 per share. The company raised the low end of its full-year 2026 AFFO per share guidance to $0.83 from $0.82, for a range of $0.83 to $0.85, and reaffirmed its Net Debt to Adjusted EBITDA range of 6.5x to 6.9x.
Q3 2026 revenue of $112.9 million; net loss attributable to common stockholders of $67.1 million
AFFO of $48.3 million, or $0.22 per share, for the third quarter of 2026
Full-year 2026 AFFO per share guidance now $0.83 to $0.85; gross transaction volume guidance now $750 million to $800 million
Repurchased about 6.6 million shares for $58.5 million in the third quarter; gross debt was $2.9 billion at quarter end
Northern Oil and Gas (NOG) reported third quarter 2026 record production of 156,239 Boe per day, up 19% from a year earlier, and raised its 2026 production guidance to 147,000 to 150,000 Boe per day. The company posted a GAAP net loss of $111.8 million, or $1.06 per diluted share, driven mainly by a non-cash mark-to-market loss of about $308.0 million on derivatives, while Adjusted EBITDA rose to $444.5 million. For shareholders, higher output and guidance are offset by a larger reported accounting loss and lower total revenues.
Production of 156,239 Boe per day, up 19% from Q3 2025; 2026 production guidance raised to 147,000 to 150,000 Boe per day from 143,000 to 148,000
GAAP net loss of $111.8 million ($1.06 per diluted share) versus a $129.1 million loss in Q3 2025, driven by a non-cash derivative loss of about $308.0 million
Oil and gas sales of $697.7 million, up from $482.2 million in Q3 2025; total revenues fell to $345.9 million from $556.6 million
Adjusted EBITDA of $444.5 million, up 11% from the second quarter of 2026; Free Cash Flow of $148.6 million
WillScot reported third quarter 2026 revenue of $601.3 million, up from $566.8 million a year earlier, and diluted EPS of $0.28 versus $0.24. Adjusted EBITDA fell to $233.6 million from $243.3 million, and its margin dropped to 38.8% from 42.9%. The company raised its 2026 revenue outlook to $2.340 billion but kept its Adjusted EBITDA outlook at $920 million, and it expects mid-single digit percentage Adjusted EBITDA growth in 2027.
Q3 2026 revenue $601.3 million vs. $566.8 million in Q3 2025; net income $51.6 million vs. $43.3 million
Adjusted EBITDA $233.6 million vs. $243.3 million; Adjusted EBITDA margin 38.8% vs. 42.9%; Adjusted diluted EPS $0.29 vs. $0.30
2026 outlook: revenue raised to $2.340 billion; Adjusted EBITDA maintained at $920 million; Net CAPEX outlook $400 million
Paid down $57 million of debt in the quarter; no debt maturities until August 2028; company expects leverage approaching 3.0x as it exits 2027
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
Genpact Limited announced its third quarter 2026 financial results, reporting net revenues of $1.385 billion, representing a 7.3% increase year-over-year. Driven by strong performance in Advanced Technology Solutions and margin expansion, the company raised its full-year 2026 guidance for gross margin and adjusted diluted earnings per share.
Net revenues for Q3 2026 were $1.385 billion, up 7.3% year-over-year.
Advanced Technology Solutions net revenues grew 30.3% year-over-year to $405 million.
Diluted earnings per share for the quarter was $0.89, compared to $0.83 in Q3 2025.
Genpact repurchased approximately 870,000 common shares for about $31 million during the quarter.
Five9 reported third-quarter 2026 results on November 5, 2026. Revenue rose 13% to $323.3 million, while GAAP net income fell to $14.5 million from $18.0 million, and non-GAAP net income per diluted share rose to $0.82 from $0.78. The company also signed a definitive agreement to acquire Level AI for $325.0 million in cash, expected to close in Q4 2026, and its guidance excludes that deal.
Revenue rose 13% to $323.3 million; GAAP net income was $14.5 million, or $0.19 per diluted share, versus $18.0 million, or $0.21, a year earlier.
Non-GAAP net income per diluted share was $0.82 versus $0.78; adjusted EBITDA was $81.2 million, or 25.1% of revenue.
Full-year 2026 revenue guidance is $1.269 to $1.275 billion; fourth-quarter revenue guidance is $328.0 to $334.0 million.
Level AI acquisition for $325.0 million in cash, expected to close in Q4 2026, subject to customary closing conditions.
Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
CarGurus reported third-quarter 2026 results for the period ended September 30, 2026, with revenue up 12% year over year to $258.4 million and GAAP net income from continuing operations up 2% to $52.8 million. The company also issued fourth-quarter and full-year 2026 guidance and authorized a $250.0 million share repurchase program, which matters to shareholders because it signals both growth in the core business and capital returned to stockholders.
Q3 2026 revenue of $258.4 million, up 12% year over year and at the high end of guidance; Adjusted EBITDA from continuing operations of $89.7 million, up 9%
Q3 diluted EPS from continuing operations of $0.59, versus $0.52 a year earlier; nine-month GAAP net income from continuing operations fell 6% to $134.2 million
Fourth-quarter 2026 guidance: revenue of $258.5 million to $263.5 million and non-GAAP EPS of $0.73 to $0.79
Board authorized a $250.0 million share repurchase program; nine-month impairments totaled $20.2 million
Sarepta reported third quarter 2026 total revenues of $381.4 million, down $18.0 million (5%) from a year earlier, while GAAP operating loss narrowed to $9.0 million from $103.4 million. The company raised the low end of its full-year 2026 total net product revenue guidance by $50.0 million to $1.25 billion to $1.3 billion and lowered the high end of its expense guidance by $25.0 million to $800 million to $825 million.
Q3 2026 total revenues were $381.4 million, versus $399.4 million in Q3 2025, a decrease of $18.0 million.
Q3 2026 GAAP net loss was $28.5 million, or $(0.27) per diluted share, versus a $50.6 million loss a year earlier; non-GAAP net income was $15.6 million.
2026 total net product revenue guidance low end raised $50.0 million to $1.25 billion–$1.3 billion; combined non-GAAP R&D and SG&A expense guidance now $800 million–$825 million.
Cash, cash equivalents, restricted cash and investments were $998.7 million as of September 30, 2026.
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.
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.
MasterBrand reported third-quarter 2026 results, with net sales of $1,036.8 million up from $698.9 million a year earlier, largely due to the American Woodmark acquisition, which closed May 28, 2026. The company posted a net loss of $9.2 million, compared with net income of $18.1 million in the prior-year quarter, and it expects a fourth-quarter adjusted diluted loss per share of $(0.12) to $(0.08). For shareholders, sales rose but profit fell, and the outlook supersedes the company's prior second-half 2026 outlook.
Net sales were $1,036.8 million, including $355.7 million from American Woodmark; legacy MasterBrand net sales fell 2.5% to $681.1 million.
Net loss was $(9.2) million, or $(0.05) per diluted share, versus net income of $18.1 million, or $0.14 per diluted share, a year earlier; adjusted diluted EPS was $0.10 versus $0.33.
Fourth-quarter 2026 outlook: net sales of $958 to $988 million and adjusted EBITDA of $38 to $48 million.
Full-year 2026 free cash flow is expected to be approximately breakeven; no share repurchases were made in the third quarter. Net debt was $1,091.1 million, a 4.3x ratio to trailing adjusted EBITDA.
Teradata reported third-quarter 2026 total revenue of $399 million, down 4% from $416 million a year earlier, and GAAP diluted EPS of $0.40 versus $0.42. It raised its full-year 2026 GAAP and non-GAAP EPS ranges, but expects fourth-quarter total revenue to fall 4% to 6% year-over-year.
Q3 2026 total revenue was $399 million versus $416 million; non-GAAP diluted EPS was $0.70 versus $0.72.
Total ARR rose to $1.512 billion, up 1% as reported; public cloud ARR rose 11% to $700 million.
Full-year 2026 non-GAAP diluted EPS raised to $2.86 to $2.90; full-year total revenue narrowed to -1% to flat year-over-year.
Fourth-quarter 2026 outlook: total revenue down 4% to 6% year-over-year; non-GAAP diluted EPS of $0.58 to $0.62.
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Paylocity Holding Corporation announced its financial results for the first quarter of fiscal 2027 ended September 30, 2026, reporting total revenue of $451.7 million, an increase of 10.7% year-over-year. The company also completed the acquisition of Aidora Inc. in July 2026 and raised its fiscal 2027 guidance across revenue and profitability.
Recurring and other revenue for Q1 fiscal 2027 reached $424.5 million, up 12.0% year-over-year.
GAAP net income for Q1 fiscal 2027 was $57.6 million, or $1.07 per diluted share.
Repurchased $152.5 million or 1.1 million shares during Q1 fiscal 2027.
Full fiscal 2027 total revenue is expected to be between $1.910 billion and $1.925 billion.
StepStone Group reported results for the quarter ended September 30, 2026, with total revenues of $773.1 million, up from $454.2 million a year earlier, and a GAAP net loss attributable to shareholders of $71.2 million, or $0.87 per share, compared with a loss of $366.1 million, or $4.66 per share, a year earlier. The company also declared a quarterly dividend of $0.33 per share, up from $0.28, payable December 15, 2026.
Total revenues of $773.1 million, up 70% from $454.2 million a year earlier; management and advisory fees, net, of $293.1 million, up 36%.
GAAP net loss attributable to StepStone Group Inc. of $71.2 million, or $0.87 per share, versus a loss of $366.1 million, or $4.66 per share, a year earlier.
Adjusted net income of $82.9 million, or $0.66 per share, versus $66.7 million, or $0.54 per share, a year earlier; fee-related earnings of $126.2 million versus $78.6 million.
Quarterly dividend of $0.33 per share, payable December 15, 2026, to holders of record as of November 30, 2026.
Arlo Technologies reported third-quarter 2026 results for the period ended September 27, 2026, with revenue of $149.2 million versus $139.5 million a year earlier and GAAP diluted EPS of $0.01 versus $0.06. Non-GAAP diluted EPS rose to $0.24 from $0.16, and the company authorized a new stock repurchase program of up to $100 million through December 31, 2028. The company also issued fourth-quarter 2026 revenue guidance of $137 million to $147 million.
Q3 2026 revenue of $149.2 million, up from $139.5 million a year earlier and down from $155.9 million in the prior quarter
Subscriptions and services revenue of $96.0 million, up 20.1% year over year; GAAP net income of $0.9 million versus $6.9 million a year earlier
Non-GAAP diluted EPS of $0.24 versus $0.16 a year earlier; adjusted EBITDA of $26.9 million
New buyback of up to $100 million through December 31, 2028; Q4 2026 revenue guidance of $137 million to $147 million, GAAP EPS of $(0.03) to $0.03
Solventum reported third-quarter 2026 net sales of $1.9 billion, a 7.0 percent decrease on a reported basis due to prior-quarter advance orders placed ahead of ERP cutovers. Despite the sales decline and a GAAP net loss of $12 million, the company raised its full-year adjusted diluted EPS guidance to a range of $7.20 to $7.30 and expects organic sales growth toward the high end of its +2.5% to +3.0% range.
Q3 2026 net sales were $1.9 billion, reflecting a 7.0% reported decrease and a 2.8% organic decrease.
GAAP diluted earnings per share was $(0.07), while adjusted diluted earnings per share was $1.45.
Full-year adjusted EPS guidance was raised to $7.20 to $7.30 from the prior range of $7.10 to $7.20.
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)
Kratos reported third quarter 2026 revenue of $471.8 million, up 35.7% from a year earlier, and raised its adjusted EBITDA guidance for fiscal 2026 while tightening its revenue range. GAAP results weakened, with a net loss of $0.2 million compared with net income of $8.7 million a year earlier, and the company issued an initial 2027 forecast that assumes a continuing resolution into early 2027.
Q3 2026 revenue $471.8 million vs. $347.6 million in Q3 2025; organic growth 23.2%
GAAP net loss of $0.2 million (EPS $0.00) vs. net income of $8.7 million ($0.05 per share) in Q3 2025; adjusted EPS $0.24 vs. $0.14
FY2026 guidance: revenue $1,780 - $1,810 million and adjusted EBITDA $176 - $180 million
Initial FY2027 forecast: revenue $2,100 - $2,200 million and adjusted EBITDA $230 - $240 million; Q1 2027 expected to be the lightest quarter
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.
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.
Construction Partners, Inc. (NASDAQ: ROAD) released preliminary fiscal 2026 results showing revenue and net income both up sharply from fiscal 2025, and introduced a fiscal 2027 outlook projecting further growth. The company said fourth-quarter profitability was affected by wet weather and rising diesel fuel costs, and the figures remain unaudited and may change before final results. Separately, it completed the acquisition of Piedmont Paving, Inc. in Georgia on November 4, 2026.
Preliminary fiscal 2026 revenue of $3.660 billion to $3.680 billion, up about 30% from $2.812 billion; net income of $141.5 million to $142.5 million, up about 40% from $101.8 million.
Adjusted EBITDA of $520.0 million to $524.0 million, up about 23% from $423.7 million, but Adjusted EBITDA margin of 14.21% to 14.24% compared with 15.1% in fiscal 2025.
Fiscal 2027 outlook: revenue of $4.175 billion to $4.275 billion, net income of $170.9 million to $180.8 million, and Adjusted EBITDA of $585.0 million to $620.0 million.
Financial figures are preliminary and unaudited; the company will hold a conference call on November 19, 2026 at 10:00 a.m. Eastern Time.
MDU Resources reported third-quarter 2026 net income of $14.0 million, down from $18.4 million a year earlier, and diluted EPS of $0.07 versus $0.09. Revenue rose to $347.8 million from $315.1 million, and the company reaffirmed 2026 EPS guidance of $0.93 to $1.00. Shareholders also learned that the board made a positive final investment decision on the Bakken East Pipeline, with an estimated capital investment of $2.8 billion to $3.1 billion.
Net income was $14.0 million versus $18.4 million; diluted EPS was $0.07 versus $0.09, and adjusted EPS was $0.08 versus $0.09.
Operating revenues were $347.8 million, up from $315.1 million in the third quarter of 2025.
Electric utility net income rose to $26.5 million from $21.5 million, while the natural gas distribution segment posted a $20.7 million seasonal loss and pipeline net income fell to $13.1 million from $16.8 million.
The Bakken East Pipeline decision was made Sept. 30, 2026; the company's estimated capital range is $2.8 billion to $3.1 billion, and first-phase completion is expected in late 2029.
ScanSource reported first-quarter fiscal 2027 net sales of $962.3 million, up 30.1% year over year, with GAAP net income down 56.3% to $8.7 million, or $0.42 per diluted share. The company raised its full-year fiscal 2027 outlook for net sales and adjusted EBITDA to include the MicroAge acquisition, which closed on September 1, 2026.
Net sales were $962.3 million, up 30.1%; gross profit margin fell to 12.2% from 14.5%.
GAAP diluted EPS was $0.42 versus $0.89 a year earlier; non-GAAP diluted EPS was $0.86 versus $1.06.
FY27 outlook raised to net sales of $3.8 billion to $4.0 billion and adjusted EBITDA of $175 million to $185 million, up from $158 million to $165 million.
Operating cash flow was negative $42.3 million, mainly from working capital investment; higher bad debt expense of about $4.5 million was tied mostly to Brazil.
Vivmark Residential reported its third quarter 2026 results, reflecting its merger of equals between Equity Residential and AvalonBay Communities completed on August 17, 2026. The company posted a diluted net loss per share of $1.27 and Core FFO per share of $1.03, while increasing expected annual run-rate operating synergies to $135 million.
Diluted EPS was $(1.27) and Core FFO per share was $1.03 for the third quarter ended September 30, 2026.
The merger of equals forming Vivmark Residential was completed on August 17, 2026.
Expected annual net run-rate operating synergies were increased by $10 million to $135 million.
Available liquidity stood at $4.0 billion as of September 30, 2026.
National Fuel reported fourth-quarter fiscal 2026 GAAP earnings of $97.5 million, or $1.02 per share, down from $1.18 a year earlier, while adjusted EPS was flat at $1.22. For the full fiscal year, GAAP EPS rose to $7.02 from $5.68 and adjusted EPS rose 9% to $7.55, but the company initiated fiscal 2027 adjusted EPS guidance of $6.00 to $6.40, below the fiscal 2026 result.
Q4 fiscal 2026 GAAP EPS was $1.02 versus $1.18; adjusted EPS was $1.22, unchanged from the prior year
Fiscal 2026 adjusted EPS was $7.55, up 9% from $6.91; GAAP EPS was $7.02 versus $5.68
Fiscal 2027 adjusted EPS guidance is $6.00 to $6.40, assuming a NYMEX gas price of $2.85 per MMBtu
Ohio gas utility acquisition closed October 1, 2026; the planned IUG separation (Seneca Resources) is expected in the second half of calendar 2027
Insight Enterprises reported third-quarter 2026 results on November 5, 2026, with net sales up 22% to $2.4 billion and adjusted diluted EPS up 34% to $3.59. GAAP net earnings fell 57% to $22.2 million, and the company raised its full-year 2026 adjusted diluted EPS outlook to $13.55 to $13.75. Shareholders face a gap between GAAP and adjusted results, driven by higher earnout valuation adjustments, higher severance and restructuring costs, and a $22.3 million operating loss in APAC.
Net sales rose 22% year over year to $2.4 billion; gross profit rose 20% to $523.2 million, with gross margin down 30 basis points to 21.4%.
GAAP diluted EPS was $0.74, down 54% from $1.62; net earnings were $22.2 million, down 57%.
Adjusted diluted EPS was $3.59, up 34%; adjusted earnings from operations rose 23% to $166.9 million.
For full-year 2026, the company now expects gross profit growth of 12.5% to 14.0% and adjusted diluted EPS of $13.55 to $13.75.
Vericel reported third quarter 2026 total revenue up 26% to $85.4 million and net income up 179% to $14.2 million, or $0.27 per diluted share. The company raised its full-year 2026 total revenue guidance to $344 million to $346 million from $330 million to $340 million.
Q3 2026 total net revenue of $85.4 million, up from $67.5 million in Q3 2025
Net income of $14.2 million, or $0.27 per diluted share, versus $5.1 million, or $0.10 per diluted share, a year earlier
Full-year 2026 revenue guidance raised to $344 million to $346 million; MACI guidance raised to $290 million to $292 million
Adjusted EBITDA margin guidance raised to 28% from 27%; repurchased 220,744 shares for $8.8 million in the quarter
Ralph Lauren Corporation reported second quarter fiscal 2027 revenue of $2.2 billion, up 9% on a reported basis, and raised its full-year constant currency revenue and operating margin outlook. Diluted earnings per share were $4.87 on a reported basis, compared to $3.32 in the prior year period. Shareholders benefit from strong demand, margin expansion, and over $600 million returned via dividends and share repurchases year-to-date.
Second quarter revenue increased 9% on a reported basis to $2.2 billion for the period ended September 26, 2026.
Reported diluted earnings per share reached $4.87, up from $3.32 in the second quarter of fiscal 2026.
The company repurchased $250 million of Class A common stock during the second quarter, totaling $500 million fiscal year-to-date.
Full-year fiscal 2027 constant currency revenue growth outlook was raised to a center around 6% to 7%.
BGC Group reported record third-quarter 2026 revenue of $832.6 million, up 13.0% from a year earlier, and GAAP net income for fully diluted shares of $68.7 million, up from $26.8 million. The company also gave fourth-quarter 2026 revenue guidance of $805 million to $865 million and said co-CEO JP Aubin will step down at year-end and become Vice Chairman.
Q3 2026 revenues $832.6 million, up 13.0%; GAAP diluted EPS $0.14 vs. $0.06 a year earlier
Q3 2026 GAAP income before income taxes $98.1 million vs. $33.5 million; post-tax Adjusted EPS $0.34 vs. $0.29
Q4 2026 guidance: revenues $805 million to $865 million; pre-tax Adjusted Earnings $178 million to $196 million
JP Aubin to step down as Co-Chief Executive Officer at year-end and become Vice Chairman; quarterly dividend of $0.02 per share payable December 9, 2026
ACI Worldwide reported third-quarter 2026 revenue of $427 million, down 12% from a year earlier, and net income of $33 million, compared with $91 million in Q3 2025. The company raised its full-year 2026 adjusted EBITDA guidance to $550 million to $565 million from $545 million to $560 million, while reiterating its revenue guidance of $1.895 billion to $1.925 billion. For shareholders, the guidance raise is offset by weaker third-quarter revenue and profit, with the company citing the timing of license renewals.
Q3 2026 revenue was $427 million, down 12% from Q3 2025; GAAP diluted EPS was $0.32 versus $0.88 a year earlier.
Full-year 2026 adjusted EBITDA guidance raised to $550 million to $565 million; revenue guidance of $1.895 billion to $1.925 billion reiterated.
Company repurchased 3.4 million shares year-to-date for $157 million; $299 million remains under the repurchase authorization.
Q3 2026 net adjusted EBITDA margin was 35%, down from 49% in Q3 2025, and the company agreed to acquire Cranium Ventures.
Cummins Inc. reported third quarter 2026 revenues of $9.4 billion and net income of $1.14 billion, or $8.25 per diluted share, reflecting strong power generation demand despite weakness in North American pickup truck markets. The company updated its full-year revenue growth guidance to approximately 10 percent, down from a prior range of 10 to 13 percent, while returning $661 million to shareholders via dividends and share repurchases.
Third quarter 2026 revenues reached $9.4 billion, representing a 13 percent increase compared to the third quarter of 2025.
GAAP net income attributable to Cummins was $1.14 billion, or $8.25 per diluted share, up from $536 million, or $3.86 per diluted share, a year earlier.
Full-year 2026 revenue growth is now expected to be approximately 10 percent, while EBITDA margins are projected to be approximately 18.2 percent.
The company returned $661 million to shareholders in the third quarter through cash dividends and share repurchases.
Viatris reported third-quarter 2026 total revenues of $3.75 billion and a U.S. GAAP net loss of $325 million alongside adjusted EBITDA of $1.20 billion. The company raised its full-year 2026 financial guidance midpoints across all metrics and announced plans to acquire Pacira BioSciences for $1.65 billion. Shareholders also benefited from $717 million in year-to-date capital returns, including share repurchases.
Total revenues were $3.75 billion in the third quarter of 2026, matching the prior-year period.
U.S. GAAP net loss widened to $325 million from $128 million in the third quarter of 2025.
Adjusted EBITDA reached $1.20 billion, up 4% on a reported basis from the prior-year period.
The company agreed to acquire Pacira BioSciences for $36.50 per share in cash, representing an equity value of $1.65 billion.
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
Sabre reported third-quarter 2026 revenue of $738 million, up 3%, and operating income of $109 million, up 17%. It raised its full-year 2026 Pro Forma Adjusted EBITDA and Free Cash Flow guidance for the second consecutive quarter, while the company posted a net loss attributable to common stockholders of $25 million, compared with income of $849 million a year earlier.
Q3 2026 revenue was $738 million, up from $715 million in Q3 2025; Q3 operating income was $109 million, up from $94 million.
Loss from continuing operations was $26 million, versus income of $48 million a year earlier; diluted EPS from continuing operations was $(0.06), versus $0.12.
Full-year 2026 Pro Forma Adjusted EBITDA guidance is about $610 million, up 14% year over year, and full-year Free Cash Flow guidance is about negative $50 million.
Q3 Free Cash Flow was negative $48 million, including about $15 million in refinancing fees and $40 million in accrued interest payments.
Lantheus reported third quarter 2026 revenue of $389.9 million, up 1.5%, while GAAP diluted earnings per share fell to $0.33 from $0.41 and adjusted diluted EPS rose to $1.68 from $1.27. The company suspended its full year 2026 guidance because of its pending all-cash merger with Curium, which values Lantheus at up to $8.0 billion including contingent value rights.
Worldwide revenue was $389.9 million, up 1.5% from $384.0 million a year earlier; GAAP net income fell 19.4% to $22.4 million.
Operating income decreased 26.2% to $32.2 million, including a $31.0 million impairment of intangible assets.
Full year 2026 financial guidance was suspended in connection with the pending merger with Curium.
Curium would pay $102.50 per share in cash plus up to $12.00 per share in contingent value rights, a total of up to $114.50 per share.
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.
International Seaways reported third quarter 2026 net income of $344 million, or $6.90 per diluted share, up from $71 million, or $1.42 per share, a year earlier; the filing says the result included a $53 million gain on a vessel sale. The Board also declared a $5.05 per share dividend and raised its share repurchase program to $100 million, which bears directly on shareholder returns.
Net income of $344 million ($6.90 per diluted share) vs. $71 million ($1.42) in Q3 2025, including a $53 million gain on vessel sale
Adjusted net income of $291 million, or $5.84 per diluted share; adjusted EBITDA of $345 million
Declared dividend of $5.05 per share, payable December 23, 2026, to holders of record on December 9, 2026
Share repurchase program increased to $100 million and extended from end of 2026 to end of 2028
Cogent Communications reported third-quarter 2026 service revenue of $231.2 million, down 1.8% from the second quarter and down 4.4% from a year earlier, and a net loss of $(0.62) per share. The company's board suspended its quarterly dividend on November 4, 2026, which removes a cash return for shareholders. Adjusted EBITDA rose 3.9% sequentially to $73.9 million, but the second quarter included a $130.7 million gain on a sale of data centers, so the sequential EPS comparison is distorted.
Service revenue was $231.2 million for Q3 2026, versus $235.6 million for Q2 2026 and $241.9 million... see note: Q3 2025 service revenue was not stated as a figure in the release text, so use only the reported percentage decline of 4.4% ye
Basic net loss per share was $(0.62) for Q3 2026, compared with basic net earnings of $1.39 in Q2 2026 and a basic net loss of $(0.87) in Q3 2025.
EBITDA, as adjusted, was $73.9 million, up 3.9% from Q2 2026, with a margin of 32.0%.
The Board voted on November 4, 2026 to suspend the dividend program.
Wendy's reported third-quarter 2026 results for the quarter ended September 27, 2026, with total revenues of $547.0 million, down 0.5%, and net income of $15.1 million, down 65.9% from a year earlier. The company also launched its multi-year Dave's Way strategy and signed a letter of intent to acquire up to 163 restaurants from Meritage Hospitality Group, subject to a definitive agreement and court approval. The profit decline matters to shareholders because diluted earnings per share fell to $0.08 from $0.23, and the company did not repurchase shares in the quarter.
Diluted EPS was $0.08 versus $0.23 a year earlier; adjusted EPS was $0.13 versus $0.24.
Global systemwide sales fell 5.9%, and U.S. same-restaurant sales fell 5.7%.
Adjusted EBITDA was $113.4 million, down 17.8%; year-to-date free cash flow was $174.2 million.
No shares were repurchased in the third quarter; about $35.0 million remains under an authorization expiring in February 2027. A quarterly dividend of $0.07 per share is payable December 15, 2026.
Six Flags reported third-quarter 2026 net revenues of $1.17 billion, down 11.0% on a reported basis but up 1.4% on a same-park basis, and a net loss of $366.1 million, or $3.59 per diluted share, including $687.7 million of non-cash impairment charges. The company now expects fourth-quarter 2026 same-park Adjusted EBITDA of $140 million to $150 million, compared with $167 million in the prior-year fourth quarter, after a softer October tied to weather and a ride-safety incident at Six Flags Over Georgia.
Q3 2026 net loss attributable to Six Flags was $366.1 million, or $3.59 per diluted share, versus a $1.19 billion loss in Q3 2025
Same-park Adjusted EBITDA rose 1.1% to $493.2 million in Q3; same-park attendance fell 0.2% to 18.2 million
Q4 2026 same-park Adjusted EBITDA guidance is $140 million to $150 million, versus $167 million in Q4 2025
2026 capital expenditure expectation lowered to $350.0 million to $375.0 million from $400.0 million to $425.0 million
Tripadvisor reported third-quarter 2026 revenue of $436.4 million, down 11% year-over-year, and a GAAP net loss of $316.9 million, driven mainly by a $369.5 million non-cash goodwill impairment in its Hotels and Other segment. The company also closed the sale of TheFork on November 1, 2026 for approximately $741.0 million in net cash, and management expects to prioritize reducing long-term debt; a restructuring plan is expected to yield about $40 million in annualized gross savings.
Revenue was $436.4 million, down 11% from $490.8 million; Experiences fell 3% and Hotels and Other fell 23%.
GAAP net loss was $316.9 million, or $(2.70) per diluted share, including the $369.5 million goodwill impairment.
Non-GAAP net income was $43.4 million, or $0.37 per diluted share, down 36% from $0.58 a year earlier.
TheFork sale closed November 1, 2026 for approximately $741.0 million net cash; restructuring costs are estimated at $15 million to $20 million, mainly in Q4 2026.
Zoetis Inc. reported third-quarter 2026 revenue of $2.4 billion, down 1% reported, alongside an 18% decrease in net income to $591 million. The company narrowed its full-year 2026 revenue guidance to a range of $9.220 billion to $9.320 billion while raising its adjusted diluted EPS guidance to a range of $6.25 to $6.35.
Q3 2026 revenue decreased 1% reported to $2.4 billion.
Q3 2026 net income decreased 18% reported to $591 million.
Full-year 2026 revenue guidance narrowed to $9.220 billion to $9.320 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $6.25 to $6.35.
Bentley Systems announced its third-quarter 2026 financial results, reporting total revenues of $421.5 million, up 12.2% year-over-year. The company also raised its constant currency ARR growth range to 12.5% to 13.5% and completed the acquisition of Eliis along with the divestiture of Cohesive.
Total revenues for Q3 2026 reached $421.5 million, representing a 12.2% increase year-over-year.
Diluted net income per share was $0.29 for Q3 2026, compared to $0.18 in the prior-year period.
Annualized Recurring Revenues reached $1,582.8 million as of September 30, 2026.
Constant currency ARR growth range was raised to 12.5% to 13.5%.
Nexstar reported record third-quarter 2026 net revenue of $2.13 billion, up 78.0% from a year earlier, driven largely by its acquisition of TEGNA, which contributed $765 million of incremental revenue. Net income rose to $250 million from $65 million, and diluted earnings per share were $7.92 compared with $2.14. The company also repaid $350 million of debt in the quarter and $525 million more after quarter end, while a preliminary injunction limits its ability to realize expected TEGNA synergies.
Q3 net revenue was $2,133 million, up from $1,198 million; advertising revenue rose 114.9% and distribution revenue rose 53.9%.
Q3 diluted earnings per share were $7.92, compared with $2.14 in the prior-year quarter.
Q3 Adjusted EBITDA was $756 million, up from $358 million, and political advertising revenue was a record $317 million.
Total debt was $11.4 billion at September 30, 2026; the company repaid an additional $525 million of secured credit facilities after quarter end.
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.
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.
ADS reported fiscal second-quarter results for the period ended September 30, 2026, with net sales up 4.6% to $889.4 million while diluted EPS from continuing operations fell 11.0% to $1.77. The company lowered its fiscal 2027 net sales outlook to $3.300 billion to $3.400 billion, citing a softer demand environment, while Adjusted EBITDA guidance of $1.000 billion to $1.030 billion is largely unchanged. The filing also discloses a proposed acquisition of StormTrap and a $0.20 per share cash dividend.
Q2 net sales rose 4.6% to $889.4 million; Adjusted EBITDA was $286.8 million, versus $287.5 million a year earlier
Diluted EPS from continuing operations was $1.77, down from $1.99 (down 11.0%)
Fiscal 2027 net sales outlook is now $3.300 billion to $3.400 billion; Adjusted EBITDA outlook is $1.000 billion to $1.030 billion
Board declared a $0.20 per share cash dividend, payable December 15, 2026, to holders of record on December 1, 2026
ANI Pharmaceuticals reported third quarter 2026 net revenues of $290.8 million, up 27.6%, and GAAP diluted earnings per share of $1.51 versus $1.13 a year earlier. It cut its 2026 Cortrophin Gel revenue guidance to $480 million to $500 million from $520 million to $540 million, citing slower-than-expected conversion of demand into patients, while raising its adjusted EBITDA and adjusted EPS guidance, and it announced a recommended offer to acquire Egetis Therapeutics.
Q3 2026 Cortrophin Gel net revenues were $138.7 million, up 36.1%, while Brands revenue fell 6.5% to $10.0 million.
2026 Cortrophin Gel revenue guidance was revised to $480 million to $500 million, down from $520 million to $540 million; total company revenue guidance was narrowed to $1,085 million to $1,125 million.
Adjusted non-GAAP EBITDA guidance was raised to $290 million to $300 million, and adjusted non-GAAP diluted EPS guidance was raised to $9.37 to $9.71.
The Egetis offer is SEK 11.25 per share, valued at approximately $560 million including incentive programs; the acceptance period is expected to run from about November 20, 2026 to December 18, 2026.
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.
Kontoor Brands reported third-quarter 2026 revenue of $685 million, up 3%, and adjusted diluted EPS of $1.50, up 40%, and raised its full-year 2026 adjusted EPS outlook to $5.40 from $5.25 to $5.35. Reported diluted EPS was $(0.62) because of a $1.73 non-cash tax charge tied to the migration of Helly Hansen intellectual property. The company also plans $450 million of share repurchases in the fourth quarter after completing the divestiture of Lee.
Q3 revenue of $685 million rose 3%; adjusted EPS of $1.50 rose 40% from prior year.
Reported diluted EPS was $(0.62), including a $1.73 non-cash tax charge related to Helly Hansen intellectual property migration.
2026 adjusted EPS outlook raised to $5.40 from $5.25 to $5.35; revenue outlook is about $2.68 billion.
Plans $450 million of Q4 share repurchases, including a $400 million accelerated share repurchase, funded partly by $698 million of net proceeds from the Lee sale.
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.
US Foods Holding Corp. reported its third quarter fiscal 2026 financial results, posting net sales of $10.4 billion and net income of $218 million. The company also tightened its full-year 2026 outlook ranges for net sales growth, adjusted EBITDA growth, and adjusted diluted EPS growth.
Net sales grew 2.1% to $10.4 billion for the third quarter ended September 26, 2026.
Net income increased 42.5% to $218 million, with diluted EPS rising 49.3% to $1.00.
The company repurchased $191 million of common stock during the third quarter.
Full-year 2026 net sales growth outlook was updated to a range of 4% to 5%.
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.
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.
Strategic Education reported third-quarter 2026 revenue up 1.6% to $325.1 million, but a $134.1 million non-cash impairment of goodwill and intangibles tied to Torrens University pushed the company to a net loss of $98.3 million, compared with net income of $26.6 million a year earlier. The company cited persistent international student immigration constraints as the reason for reassessing near-term growth expectations for its Australia/New Zealand business, and it declared a regular quarterly dividend of $0.60 per share.
Revenue rose 1.6% to $325.1 million from $319.9 million, led by Education Technology Services.
Diluted loss per share was $4.68, versus diluted earnings of $1.15 in the third quarter of 2025.
Non-cash impairment of $134.1 million related to the Torrens University acquisition; adjusted diluted EPS (non-GAAP) rose to $1.69 from $1.63.
Quarterly dividend of $0.60 per share declared, payable December 7, 2026, to holders of record as of November 30, 2026.
Kimberly-Clark Corporation reported third quarter 2026 net sales of $4.1 billion, down 0.4 percent year-over-year, alongside a 1.3 percent decline in organic sales driven by headwinds in China and North American inventory movements. Diluted earnings per share from continuing operations were $1.19, while adjusted EPS rose 17.2 percent to $1.70. Additionally, the company completed its Kenvue acquisition and the International Family Care and Professional transaction.
Delivered third quarter net sales of $4.1 billion, representing a 0.4 percent decrease compared to the prior year.
Reported third quarter diluted EPS from continuing operations of $1.19, and adjusted EPS of $1.70.
Completed the Kenvue transaction and the International Family Care and Professional transaction during the quarter.
NCR Voyix reported third-quarter 2026 results, with reported revenue down to $539 million from $677 million as the Hardware Business Transition took effect, while GAAP net income from continuing operations turned positive at $14 million from a $18 million loss a year earlier. The company kept most of its full-year 2026 outlook but said revenue for the year is now expected at the lower end of the $2,188 million to $2,303 million range, which signals weaker top-line results for shareholders.
Q3 revenue was $539 million versus $677 million a year earlier; on a pro forma basis it was $554 million in the prior-year period, so pro forma revenue declined.
GAAP diluted EPS from continuing operations was $0.08 versus a $(0.15) loss; non-GAAP diluted EPS was $0.32 versus $0.30.
Adjusted EBITDA was $120 million versus $123 million a year earlier.
Full-year 2026 revenue is now expected at the lower end of the $2,188 million to $2,303 million range; Adjusted EBITDA ($432 million to $447 million) and non-GAAP diluted EPS ($0.89 to $0.92) guidance were maintained.
Planet Fitness reported third-quarter 2026 revenue up 9.0% to $360.0 million and raised several full-year 2026 outlook figures, including same club sales growth and adjusted EBITDA growth. Net income attributable to the company fell to $52.0 million from $58.8 million, and adjusted net income declined $5.1 million, so headline profit measures moved in different directions. The filing also announces a new $500 million share repurchase authorization, a strategic review of domestic corporate-owned clubs, and the Be-Fit acquisition in Portugal.
Total revenue rose 9.0% to $360.0 million; system-wide same club sales increased 1.5%.
Net income attributable to Planet Fitness was $52.0 million, or $0.70 per diluted share, versus $58.8 million, or $0.70, a year earlier; adjusted net income fell $5.1 million to $61.9 million, or $0.83 per diluted share.
2026 outlook raised: same club sales growth of about 1.5% to 2% (previously about 1%), revenue growth about 8% (previously 7%), adjusted EBITDA growth about 6.5% (previously 6%).
New $500 million share repurchase authorization; Be-Fit acquisition in Portugal with aggregate purchase price of about $114.8 million.
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.
Ingredion reported third quarter 2026 diluted EPS of $2.23, down from $2.61 a year earlier, and net sales of $1.79 billion, down 1%. Reported operating income fell 19% to $201 million. The company lowered its full-year 2026 outlook, citing a slower recovery at its Argo facility, higher input costs and softer demand, which points to lower earnings for shareholders.
Q3 2026 reported diluted EPS was $2.23 versus $2.61 in Q3 2025; adjusted diluted EPS was $2.28 versus $2.75.
Full-year 2026 reported diluted EPS guidance is now $8.04 to $8.49; adjusted diluted EPS guidance is now $9.25 to $9.70.
Food & Industrial Ingredients – U.S./CAN operating income is now expected to be down 35% to 40% for 2026, driven by operating costs at Argo.
Full-year 2026 cash from operations is now expected to be $650 million to $750 million.
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
Walker & Dunlop reported a third-quarter 2026 net loss of $37.3 million, or $1.15 per diluted share, driven mainly by charges tied to the accelerated resolution of legacy loan repurchases and indemnifications. Total revenues fell 12% from the prior-year quarter to $298.4 million, and adjusted core EPS declined 25% to $0.92, a non-GAAP measure. The company says the GSE investigations are now complete and it plans to exit the remaining repurchased assets by early 2027.
Net loss of $37.3 million and diluted loss per share of $1.15 for Q3 2026, reflecting repurchase-related charges
Total revenues of $298.4 million, down 12% from Q3 2025; adjusted core EPS of $0.92, down 25%
Segment results include $63 million of repurchase-related charges, including $56 million of non-cash valuation adjustments
Board declared a $0.68 per share dividend for Q4 2026, payable December 4, 2026, to holders of record as of November 20, 2026
Hornbeck Offshore Services reported a third-quarter 2026 net loss of $85.7 million, or $0.40 per diluted share, on revenue of $293.3 million, up from $183.3 million in the second quarter. Results include one month of legacy Helix operations after the merger closed on September 1, 2026, and $119.8 million of merger and integration costs. The company also guided to Adjusted EBITDA of $90 million to $100 million for the fourth quarter of 2026 and $500 million to $550 million for full-year 2027.
Q3 2026 revenue was $293.3 million, up $110.0 million from the second quarter but down from $199.1 million a year earlier.
Net loss was $85.7 million, or $0.40 per diluted share, compared with net income of $11.1 million in the second quarter.
Adjusted EBITDA was $105.9 million; the company guided to $90 million to $100 million for Q4 2026 and $500 million to $550 million for 2027.
Cash of $471.6 million and total debt face value of $730.6 million as of September 30, 2026.
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
Comstock Resources reported third quarter 2026 results, with production up 9% from a year earlier and natural gas and oil sales including hedging rising to $359.3 million. Net income available to the Company fell to $22.3 million from $111.1 million, and total revenues fell to $384.4 million from $447.4 million. The company also agreed on November 4, 2026 to sell non-operated interests to SOCAR for $1.65 billion in cash, expected to close by year end, and extended its bank credit facility maturity to November 15, 2028.
Net income available to the Company was $22.3 million, or $0.08 per diluted share, versus $111.1 million, or $0.40 per diluted share, in the third quarter of 2025.
Production was 122.4 Bcfe, up 9% from the third quarter of 2025; natural gas and oil sales including hedging were $359.3 million versus $335.0 million.
Gas services revenue fell to $64.5 million from $141.3 million, and total revenues and other operating income fell to $384.4 million from $447.4 million.
SOCAR purchase price is $1.65 billion, with closing expected by year end; the bank credit facility maturity was extended to November 15, 2028.
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
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.
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.
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
Centrus Energy reported third quarter 2026 revenue of $55.5 million, down 26% from $74.9 million a year earlier, and a gross loss of $10.6 million. GAAP net income rose to $31.6 million, but that result includes a $46.4 million gain from revaluing warrant liabilities, and the company reported an adjusted net loss of $9.4 million. The filing also updated full-year 2026 guidance and said the DOE does not currently intend to exercise further options under the HALEU Operation Contract.
Q3 2026 revenue was $55.5 million versus $74.9 million in Q3 2025; gross loss widened to $10.6 million from $4.3 million.
GAAP net income was $31.6 million ($1.41 diluted EPS), including a $46.4 million warrant fair value gain; adjusted net loss was $9.4 million versus adjusted net income of $5.2 million a year earlier.
Full-year 2026 revenue guidance is $450 million to $500 million, and total capital deployment is expected at $350 million to $500 million.
The current DOE budget proposal for fiscal 2027 does not fund HALEU Operation Contract cascade operations, which represents about $0.8 billion of Technical Solutions backlog.
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
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.
Host Hotels & Resorts reported third-quarter 2026 revenues of $1,347 million, up 1.2% from a year earlier, while net income fell 56.4% to $71 million, mostly due to a smaller gain on asset sales. The company raised its full-year 2026 guidance, including net income of about $978 million, up from a prior midpoint of $953 million, and diluted earnings per share of $1.40, up from $1.36.
Q3 2026 revenues were $1,347 million versus $1,331 million, and diluted earnings per share were $0.10 versus $0.23 a year earlier.
Adjusted EBITDA re rose 8.8% to $347 million, and comparable hotel RevPAR grew 8.8% to $219.50.
Full-year 2026 comparable hotel RevPAR growth guidance was raised to 6.75% and Total RevPAR growth to 6.0%.
After quarter end, the company acquired 1 Hotel Brooklyn Bridge for $202 million and Renaissance Dallas at Plano Legacy West for $172 million, and amended its $2.5 billion credit facility.
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.
Enact Holdings reported third-quarter 2026 results on November 4, 2026. GAAP net income was $159 million, or $1.15 per diluted share, down from $175 million in the second quarter but up per share from $1.10 a year earlier, with fewer diluted shares outstanding. The company raised its expected full-year 2026 capital return to approximately $600 million and declared a $0.24 quarterly dividend, but the final amount depends on business performance, market conditions and regulatory approval.
GAAP net income was $159 million, or $1.15 per diluted share, versus $175 million, or $1.25, in Q2 2026 and $163 million, or $1.10, in Q3 2025.
Adjusted operating income was $164 million, or $1.19 per diluted share, versus $1.12 in Q3 2025.
Net premiums earned were $242 million, down 1% from both the prior quarter and the year-earlier quarter; new insurance written was $14 billion, down 7% sequentially.
Full-year 2026 capital return is now anticipated at approximately $600 million; the $0.24 dividend is payable December 17, 2026 to holders of record on November 25, 2026.
Rayonier reported third quarter 2026 net income attributable to Rayonier of $123.3 million ($0.41 per diluted share), up from $43.2 million ($0.28) a year earlier, on sales of $565.6 million, and its board approved a new $300 million share repurchase authorization. Excluding a $90.6 million after-tax gain from a Large Disposition in Washington and $6.9 million of after-tax merger costs, pro forma net income was $40.0 million ($0.13 per diluted share), down from $50.2 million ($0.32) a year earlier, which shows the reported gain masked a decline in core earnings per share.
Reported Q3 net income attributable to Rayonier was $123.3 million, or $0.41 per diluted share, versus $43.2 million, or $0.28, a year earlier.
Pro forma net income was $40.0 million, or $0.13 per diluted share, versus $50.2 million, or $0.32, in the prior year quarter.
Board approved a new $300 million share repurchase authorization on November 3, 2026, in addition to $66.2 million remaining under the 2024 authorization.
Real Estate Adjusted EBITDA is expected to be $60 million to $70 million in the fourth quarter of 2026, based on the current transaction pipeline.
Park Hotels & Resorts reported third quarter 2026 results, with Comparable RevPAR up 8.4% and Adjusted EBITDA up 4.0% from a year earlier, while the company still posted a net loss of $15 million. It raised its full-year 2026 Adjusted FFO per share and RevPAR outlook but lowered its full-year net income outlook, so the results point in different directions for shareholders.
Third quarter net loss was $15 million, or $(0.10) per diluted share, compared with a net loss of $14 million and $(0.08) per share in the third quarter of 2025.
Comparable RevPAR rose 8.4% to $201.02 and Adjusted EBITDA rose 4.0% to $135 million.
Full-year 2026 Adjusted FFO per share outlook was raised to $2.00 to $2.05 from $1.90 to $2.00, while net income outlook was lowered to $70 million to $80 million from $78 million to $98 million.
Park declared a fourth quarter 2026 cash dividend of $0.25 per share, payable January 15, 2027.
Dave Inc. reported third-quarter 2026 results on November 4, 2026, with revenue up 31% year over year to $198 million, and raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted diluted EPS. GAAP net income fell 31% to $64 million and adjusted diluted EPS slipped 1% to $4.39, so profit measures moved against the sales gain. The filing also discloses a November 3, 2026 amendment with Coastal Community Bank that allows up to $325 million of ExtraCash receivables to stay on the bank's balance sheet for up to 60 days.
Q3 2026 GAAP revenue was $198 million, up 31% from a year earlier; GAAP net income was $64 million, down 31%.
Adjusted diluted EPS was $4.39, down 1% from $4.45; adjusted EBITDA was $82 million, up 39%.
2026 revenue guidance was raised to $746 million-$750 million from $725 million-$735 million; adjusted EBITDA guidance to $327 million-$330 million from $315 million-$325 million.
Under a Second Amendment to its Coastal Community Bank program agreement, effective November 3, 2026, ExtraCash receivables held on Coastal's balance sheet may reach up to $325 million.
Crane NXT reported third-quarter 2026 sales of $497.1 million, up 11.7% year over year, with organic sales growth of 1.1%. GAAP net income fell 24% to $38.4 million and GAAP diluted EPS was $0.66, versus $0.87 a year earlier, while adjusted EPS was $1.28, unchanged from the prior year. The company raised the midpoint of its full-year adjusted EPS guidance and narrowed it to $4.32 to $4.42, but cut its full-year sales growth outlook to about 14% from 15% to 17%.
Q3 2026 net sales were $497.1 million, up 11.7%; organic sales grew 1.1%, and acquisitions added $50.0 million.
GAAP diluted EPS was $0.66 versus $0.87 in Q3 2025; adjusted EPS was $1.28 in both periods.
Full-year 2026 adjusted EPS guidance is $4.32 to $4.42, up from $4.22 to $4.42; full-year sales growth guidance is about 14%, down from 15% to 17%.
Quarterly dividend of $0.18 per share is payable December 9, 2026, to holders of record as of November 30, 2026.
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.
Amcor reported net sales of $6,129 million and diluted EPS of $0.52 for the quarter ended September 30, 2026, alongside an adjusted diluted EPS of $0.95. The company lowered its Adjusted EPS outlook for the transition period to $1.70 to $1.80 due to rising energy and distribution costs. Shareholders will receive a quarterly dividend of 66.0 cents per share, reflecting a one cent increase from the prior year.
Net sales reached $6,129 million, representing a 7% increase compared to the prior-year period.
GAAP net income was $242 million, and adjusted EBITDA stood at $883 million.
The board declared a quarterly cash dividend of 66.0 cents per share, payable on December 16, 2026.
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
Global Net Lease reported third quarter 2026 revenue of $112.9 million, down from $121.0 million a year earlier, and AFFO per share of $0.22, down from $0.24. The company raised the low end of its full-year 2026 AFFO per share guidance to $0.83 to $0.85 and reaffirmed its leverage guidance, while the net loss attributable to common stockholders narrowed to $67.1 million from $71.1 million.
Revenue from tenants was $112.9 million versus $121.0 million in third quarter 2025, which the company attributed mainly to asset dispositions.
AFFO was $48.3 million, or $0.22 per share, compared with $53.2 million, or $0.24 per share, a year earlier.
Full-year 2026 AFFO per share guidance is $0.83 to $0.85, up from $0.82 to $0.85 previously; net debt to adjusted EBITDA guidance of 6.5x to 6.9x was unchanged.
The $535 million Modiv Industrial acquisition closed on August 12, 2026, and the company repurchased 6.6 million shares for $58.5 million in the quarter.
Mueller Water Products reported record fiscal 2026 results, with full-year net sales up 3.2% to $1.5 billion and net income up to $221.9 million, while fourth-quarter net sales fell 1.1%. The company also agreed to transition its metering business to ZENNER USA, with expected one-time pre-tax charges of about $26 million, and introduced fiscal 2027 guidance that excludes metering.
Fiscal 2026 net income was $221.9 million, or $1.41 per diluted share, versus $191.7 million, or $1.22, a year earlier.
Fourth-quarter net sales decreased 1.1% to $376.5 million, and net income was $52.3 million, or $0.33 per diluted share, versus $0.33 a year earlier.
The metering business will transition to ZENNER USA, with total one-time pre-tax charges of approximately $26 million, mostly in fiscal 2027.
Fiscal 2027 guidance calls for net sales of $1,440 million to $1,470 million and adjusted EBITDA of $378 million to $388 million, excluding metering.
Genworth reported a third-quarter 2026 net loss of $41 million, or $0.11 per diluted share, compared with net income of $116 million a year earlier. Adjusted operating income excluding the Closed Block was $102 million, or $0.27 per diluted share, down from $113 million a year earlier, and the company authorized a new $500 million share repurchase program.
GAAP net loss of $41 million ($0.11 per diluted share) versus net income of $116 million ($0.28) in Q3 2025 and $47 million in Q2 2026
Adjusted operating income excluding Closed Block was $102 million ($0.27 per share), versus $113 million ($0.28) a year earlier
Closed Block adjusted operating loss of $146 million, driven by a $111 million pre-tax A/E loss from lower terminations and higher benefit utilization
Enact adjusted operating income of $132 million; Genworth repurchased $80 million of shares in the quarter and announced a new $500 million authorization
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
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
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.
Envista reported third-quarter 2026 sales of $691.5 million, up 3.2% from a year earlier, with core sales growth of 2.7%. GAAP diluted EPS was $3.11, compared with a loss of $0.18 a year earlier, but that result includes a non-cash $428 million foreign currency translation gain, while adjusted diluted EPS rose to $0.40 from $0.32. The company raised its full-year 2026 adjusted diluted EPS guidance to $1.54 to $1.58 from $1.50 to $1.55.
Q3 sales $691.5 million vs. $669.9 million a year earlier; core sales growth 2.7%
GAAP diluted EPS $3.11 includes a $428 million non-cash currency translation gain ($2.62 per diluted share before tax)
Adjusted EBITDA $105.8 million, up from $97.1 million; adjusted EBITDA margin 15.3%
Updated 2026 guidance: adjusted diluted EPS $1.54 to $1.58 (prior $1.50 to $1.55); adjusted EBITDA growth 12.5% to 14% (prior 11% to 14%)
CAVA Group reported fiscal third-quarter 2026 results for the quarter ended October 4, 2026, with CAVA segment revenue up 22.1% and same restaurant sales up 3.1%, but net income fell from $14.7 million to $13.2 million. The company raised its same restaurant sales guidance and narrowed its adjusted EBITDA range, while raising its pre-opening cost outlook, which shareholders will weigh against the higher revenue and lower profit.
Q3 CAVA revenue rose 22.1% to $353.7 million; diluted EPS was $0.11 versus $0.12 a year earlier.
CAVA restaurant-level profit margin fell 120 basis points to 23.4%; adjusted EBITDA rose 5.7% to $42.3 million.
Fiscal 2026 same restaurant sales guidance was raised to 6.0% to 7.0% from 4.5% to 6.5%.
Fiscal 2026 pre-opening cost guidance was raised to $28.5 million to $29.5 million from $22.0 million to $22.5 million; adjusted EBITDA guidance narrowed to $184.0 million to $189.0 million from $181.0 million to $191.0 million.
Acadia reported third-quarter 2026 GAAP total revenues of $342 million, up 23% from a year earlier, with DAYBUE net sales up 39% to $140 million. Net income fell to $54 million, or $0.31 per diluted share, from $72 million, or $0.42, a year earlier. The company raised its 2026 DAYBUE net sales guidance and narrowed its total revenue range, while lowering its R&D expense guidance.
Q3 2026 GAAP total revenues were $342 million, up from $279 million in Q3 2025; NUPLAZID net sales were $202 million and DAYBUE net sales were $140 million.
Q3 2026 net income was $54 million, or $0.31 per diluted share, versus $72 million, or $0.42 per diluted share, in Q3 2025.
2026 DAYBUE net sales guidance raised to $505 to $520 million from $480 to $510 million; total revenue guidance narrowed to $1.265 to $1.295 billion from $1.24 to $1.30 billion.
Cash, cash equivalents and investment securities were $976 million at September 30, 2026, up from $820 million at December 31, 2025.
Motorola Solutions reported third-quarter 2026 net sales of $3.4 billion, representing a 12% increase compared to the prior-year period, driven by growth across all segments. GAAP earnings per share were $3.06 while non-GAAP EPS reached $4.69, prompting management to raise its full-year revenue and earnings guidance.
Net sales reached $3.4 billion in Q3 2026, up 12% versus $3.0 billion in Q3 2025.
GAAP EPS was $3.06 and non-GAAP EPS was $4.69 for the quarter ended October 3, 2026.
Ending backlog hit a record $16.6 billion, representing a 14% increase year-over-year.
Full-year 2026 revenue guidance was raised to approximately $13.050 billion.
Vir Biotechnology reported third quarter 2026 results with a net loss of $96.3 million, or $0.57 per share, compared with $163.1 million, or $1.17 per share, a year earlier. The prior-year period included a non-recurring $75.0 million milestone expense, and total revenues were a loss of $188 thousand versus $240 thousand of revenue in the prior year. The company also reported topline Phase 3 ECLIPSE 1 data for hepatitis delta expected in the fourth quarter of 2026, and said its cash runway extends into the second half of 2028.
Net loss was $96.3 million, or $0.57 per share, versus $163.1 million, or $1.17 per share, in Q3 2025
R&D expenses were $80.0 million versus $151.5 million a year earlier, which included a $75.0 million milestone expense
Cash, cash equivalents and investments were $901.3 million at September 30, 2026, down $106.5 million in the quarter
Topline ECLIPSE 1 Phase 3 data expected in Q4 2026; company expects cash to fund operations into the second half of 2028
ADMA Biologics reported third quarter 2026 total revenue of $141.1 million, up 5% from a year earlier, and GAAP net income of $49.9 million, up 37%. The company reiterated its FY2026 revenue outlook of at least $530 million and raised its minimum expectations for Adjusted Net Income and Adjusted EBITDA. BIVIGAM revenue fell from the prior-year quarter, a trend the company says showed signs of stabilizing.
Q3 2026 ASCENIV revenue was $124.7 million, up 31% year-over-year; BIVIGAM revenue was $15.4 million, down from $23.8 million a year earlier.
GAAP net income was $49.9 million, or $0.22 basic EPS, compared with $36.4 million and $0.15 in the prior-year quarter.
FY2026 outlook: total revenue at least $530 million (reiterated), Adjusted Net Income at least $180 million, and Adjusted EBITDA at least $275 million (both raised).
The company repurchased 2.7 million shares in the third quarter and is on track for a $200 million or more 2026 buyback target.
Paycom Software reported third-quarter 2026 total revenues of $543.8 million, up 10.2% from a year earlier, and GAAP net income of $133.2 million, or $2.99 per diluted share, compared with $1.96 a year earlier. The company said it is once again raising its full-year outlook, with 2026 total revenue now expected to be $2.213 billion to $2.218 billion, which matters to shareholders because it signals continued growth in both sales and profit.
Q3 total revenues were $543.8 million, up 10.2% from $493.3 million in the same period of 2025.
GAAP diluted EPS was $2.99 versus $1.96; non-GAAP diluted EPS was $3.37 versus $1.94.
2026 guidance: total revenue of $2.213 billion to $2.218 billion (about 8% growth) and adjusted EBITDA of $1.069 billion to $1.079 billion.
Cash and cash equivalents were $193.9 million at September 30, 2026, down from $370.0 million at December 31, 2025.
Sunrun reported third-quarter 2026 revenue of $1.1 billion, up 52% from a year earlier, and net income attributable to common stockholders of $153.2 million, or $0.56 per diluted share, versus $0.06 a year earlier. The company now expects full-year 2026 Cash Generation of about $200 million, the top of its prior $200 million to $375 million range was lowered, and Aggregate Subscriber Value of about $4.6 billion, the low end of its prior $4.6 billion to $4.9 billion range.
Total revenue was $1,099.5 million in Q3 2026, up $374.9 million, or 52%, with energy systems and product sales up 134% partly due to a third-quarter 2025 transaction selling certain storage and energy systems to a third party.
Net income attributable to common stockholders was $153.2 million, or $0.56 per diluted share, compared with $16.6 million, or $0.06 per diluted share, in Q3 2025.
Subscriber Additions fell 24% year over year to 22,957, and Net Subscriber Value fell 28% to $9,462.
Full-year 2026 Cash Generation guidance is now about $200 million, excluding equipment safe harbor investments, compared with the prior range of $200 million to $375 million.
ZoomInfo reported third-quarter 2026 revenue of $308.8 million, down 3% from a year earlier, and GAAP diluted earnings of $0.01 per share versus $0.12 a year earlier. The company raised its full-year 2026 GAAP revenue and adjusted operating income guidance, but its nine-month GAAP net loss of $612.2 million reflects a $650.5 million goodwill impairment.
Q3 2026 GAAP revenue was $308.8 million, down from $318.0 million, and GAAP operating income was $23.6 million, down 65%.
Adjusted net income per share (non-GAAP) was $0.29, up from $0.28 a year earlier.
Full-year 2026 GAAP revenue guidance is now $1.2235 billion to $1.2265 billion, up from $1.207 billion to $1.217 billion.
Q4 2026 GAAP revenue guidance is $294 million to $297 million.
Western Union reported third-quarter 2026 revenue of $1.0 billion, down 2% from the prior year, and GAAP earnings per share of $0.25, down from $0.43. Adjusted EPS was $0.42, down from $0.47, as lower revenue, a higher GAAP tax rate and $37.3 million of Beyond efficiency program costs weighed on results. The company also updated its full-year 2026 outlook, which assumes the pending Intermex acquisition closes on November 10, 2026, and the merger still awaits reinstatement of California regulatory approval.
Q3 2026 GAAP revenue was $1.0 billion, down 2%; adjusted revenue declined 1%
GAAP EPS was $0.25 versus $0.43 a year earlier; adjusted EPS was $0.42 versus $0.47
Full-year 2026 EPS outlook is $1.28 to $1.38; revenue outlook is 0% to 1% including Intermex and (2)% to (1)% excluding it
The Intermex merger remains subject to reinstatement of the California DFPI's approval and can be terminated if not completed by November 10, 2026
AppLovin announced its third quarter 2026 financial results, reporting net income of $1.44 billion on revenue of $2.18 billion, and provided fourth quarter guidance for revenue between $2.365 billion and $2.395 billion. Additionally, consenting stockholders holding approximately 67 percent of voting power approved the company's reincorporation from Delaware to Nevada by written consent on October 29, 2026. Shareholders should note the strong earnings growth alongside an increased share repurchase authorization of $3.6 billion.
Net income for the quarter ended September 30, 2026, grew 72% year-over-year to $1.44 billion on record revenue of $2.18 billion.
Fourth quarter 2026 revenue is expected to be between $2.365 billion and $2.395 billion.
Consenting stockholders holding approximately 67% of voting power approved the Nevada Reincorporation by written consent on October 29, 2026.
The board of directors increased the share repurchase authorization by $3.2 billion, bringing the total current authorization to $3.6 billion as of the end of October.
Permian Resources reported third quarter 2026 net income attributable to Class A common stock of $420 million, or $0.49 per diluted share, up from $59 million, or $0.08 per diluted share, a year earlier. Oil and gas sales rose to $1.96 billion from $1.32 billion, and the company raised the midpoint of its 2026 oil production guidance to 202.5 MBbls/d while widening its capital expenditure range to $1.975 billion to $2.075 billion.
Oil and gas sales were $1,957.7 million for the quarter, compared with $1,321.8 million in the third quarter of 2025.
Diluted earnings per share were $0.49, compared with $0.08 a year earlier.
The company completed about 175 transactions for upfront cash consideration of $1.15 billion, including the Ridge Runner acquisition, which closed October 30, 2026.
Quarterly base dividend declared at $0.16 per share, payable December 31, 2026.
Remitly reported third-quarter 2026 revenue of $509.8 million, up 22% from a year earlier, and net income of $67.6 million, up from $8.8 million. The company raised its full-year 2026 revenue outlook to $1.989 billion to $1.991 billion and increased its share repurchase authorization from $200 million to $500 million, which gives shareholders a larger buyback program.
Q3 2026 revenue of $509.8 million, up 22% from $419.5 million in Q3 2025
Q3 2026 net income of $67.6 million, up 665% from $8.8 million; Adjusted EBITDA of $120.8 million, up 97%
Full-year 2026 revenue outlook of $1.989 billion to $1.991 billion, representing 22% growth
Board raised share repurchase authorization by $300 million to $500 million; the program does not obligate purchases
Schrödinger reported third-quarter 2026 total revenue of $64.5 million, up 19%, and raised its full-year 2026 ACV and drug discovery revenue guidance. The net loss widened to $37.7 million from $32.8 million, and the company corrected a American Society of Hematology abstract that wrongly described an ongoing SGR-1505 combination study. Shareholders see a higher top line and outlook alongside a larger loss.
Total revenue was $64.5 million, up from $54.3 million, with drug discovery revenue of $24.2 million helped by a Structure Therapeutics milestone payment.
Net loss was $37.7 million, or $0.50 per share, compared with a net loss of $32.8 million, or $0.45 per share, a year earlier.
2026 ACV guidance was raised to $222 million to $232 million, and drug discovery revenue guidance to $75 million to $85 million.
The company said it has not started a combination study of SGR-1505 under its FDA-cleared protocol and is exploring strategic opportunities for the program.
CoreCivic reported third-quarter 2026 total revenue of $744.1 million, up 28.2% from a year earlier, and net income of $1.344 billion, which includes a $1.8 billion aggregate gain on the sale of four detention facilities to the U.S. Department of Homeland Security. Adjusted diluted EPS was $0.49 versus $0.24, and the company raised its full-year adjusted diluted EPS guidance but lowered its net income and diluted EPS guidance. The board also added $500.0 million to the share repurchase authorization, which now totals $1.7 billion.
Q3 2026 total revenue $744.1 million, up 28.2% from the prior-year quarter
Q3 diluted EPS $14.49 versus $0.24; adjusted diluted EPS $0.49 versus $0.24
2026 guidance: adjusted diluted EPS raised to $1.74 to $1.80 from $1.64 to $1.73; diluted EPS lowered to $15.42 to $15.48 from $15.62 to $15.82
On November 3, 2026, board authorized an additional $500.0 million in buybacks; about $755.8 million remains available
Grand Canyon Education reported third quarter 2026 service revenue of $267.3 million, up 2.4%, and GAAP diluted EPS of $1.67 versus $0.58 a year earlier. The prior-year quarter included a $35.0 million litigation settlement, and adjusted diluted EPS was $1.77 versus $1.78 while adjusted EBITDA fell 3.2%, so the profit gain is largely a comparison effect. The board also approved a $355.0 million increase to its buyback authorization, and the company issued fourth quarter and full-year 2026 guidance.
Service revenue was $267.3 million, up from $261.1 million; university partner enrollments rose 5.2% to 145,270.
Diluted EPS was $1.67 versus $0.58; adjusted diluted EPS was $1.77 versus $1.78, and the prior-year quarter included a $35.0 million litigation settlement.
Adjusted EBITDA decreased 3.2% to $73.5 million from $75.9 million.
On October 28, 2026 the board approved a $355.0 million buyback increase; $394.5 million remained available as of November 2, 2026. Q4 2026 diluted EPS guidance is $3.57 to $3.61.
Sezzle reported third-quarter 2026 results that beat the prior year on every headline measure, with total revenue up 42.6% to a record $166.5 million and net income up 79.3% to $47.8 million. The company raised its full-year 2026 guidance for the fourth time and gave preliminary 2027 Adjusted Net Income per Diluted Share guidance of $7.20, which signals continued growth expectations for shareholders.
Total revenue rose 42.6% year over year to a record $166.5 million; total transaction volume rose 34.9% to $1.4 billion.
Net income rose 79.3% to $47.8 million, or $1.38 per diluted share, versus $0.75 a year earlier.
FY2026 Adjusted Net Income per Diluted Share guidance was raised to $5.45–$5.50, from $5.25 previously.
Preliminary FY2027 Adjusted Net Income per Diluted Share guidance is $7.20; Active Subscribers rose 68.1% to 955,000.
PTC reported fourth-quarter fiscal 2026 revenue of $673 million, down 25% from $894 million a year earlier, and GAAP EPS of $1.44, down 50%. Full-year revenue was roughly flat at $2.73 billion, while GAAP EPS rose to $8.93 from $6.08, helped by $463.9 million of gains on divested businesses. Because of the pending acquisition by Schneider Electric, PTC has stopped providing guidance and suspended its quarterly earnings calls.
Q4 fiscal 2026 revenue was $673 million versus $894 million; non-GAAP EPS was $2.03 versus $3.41.
Full-year fiscal 2026 revenue was $2.73 billion versus $2.74 billion; GAAP EPS was $8.93 versus $6.08, and non-GAAP EPS was $8.24 versus $7.94.
Full-year GAAP results include $463.9 million of gains on the sale of the Kepware and ThingWorx businesses.
PTC entered a definitive agreement to be acquired by Schneider Electric, as announced October 5, 2026; no quarterly or annual guidance is being provided.
Deluxe reported third quarter 2026 revenue of $553.9 million, up 2.5% from a year earlier, while net income fell to $13.0 million from $33.7 million, partly due to acquisition-related costs and higher interest expense. The company raised its full-year 2026 outlook for revenue, adjusted EBITDA and adjusted diluted EPS, and affirmed its free cash flow forecast of approximately $200 million.
Q3 revenue $553.9 million, up 2.5%; comparable adjusted revenue up 9.1% after removing business exits
GAAP diluted EPS $0.28 versus $0.74; comparable adjusted diluted EPS $1.06, up 1.9%
Updated 2026 outlook: revenue $2.13 to $2.15 billion; adjusted EBITDA $470 to $480 million; adjusted diluted EPS $3.80 to $4.00
Quarterly dividend of $0.30 per share, payable December 1, 2026, to holders of record on November 17, 2026
Cirrus Logic reported fiscal second-quarter 2027 revenue of $559.5 million, up 22 percent sequentially but flat year over year, with GAAP earnings per share of $2.23 versus $2.48 a year earlier. The company guided third-quarter revenue to $510 million to $570 million, which its shareholder letter says is down 3 percent sequentially and down 7 percent year over year at the midpoint, and its board authorized an additional $500 million in share repurchases.
Q2 FY27 revenue $559.5 million, up 22 percent from Q1 FY27 and flat versus Q2 FY26
GAAP diluted EPS $2.23 and non-GAAP diluted EPS $2.70, compared with $2.48 and $2.83 in Q2 FY26
Q3 FY27 revenue outlook of $510 million to $570 million; GAAP gross margin forecast 51 to 53 percent
Board authorized up to an additional $500 million in buybacks in October 2026; $114.1 million remained under the March 2025 authorization at quarter end
Magnolia Oil & Gas reported third-quarter 2026 net income of $80.5 million, or $0.35 per diluted share, compared with $78.2 million, or $0.40 per share, a year earlier. Total revenue rose to $513.9 million from $324.9 million, while adjusted net income was $166.3 million, or $0.71 per share, after excluding $68.7 million of WildFire acquisition costs and a $39.9 million unrealized derivative loss. The board also raised the share repurchase authorization by 15 million shares, leaving 22.6 million shares available, which matters to shareholders because it gives the company more room to buy back stock.
Q3 2026 net income was $80.5 million versus $78.2 million a year earlier; diluted EPS was $0.35 versus $0.40.
Adjusted EBITDAX was $392.0 million versus $218.8 million; adjusted EPS was $0.71.
The company repurchased 2.3 million shares for $60.2 million in the quarter and raised its authorization by 15 million shares to 22.6 million remaining.
Q4 2026 guidance calls for total production of 159 to 161 Mboe/d and D&C capital spending of about $235 million.
Expedia Group reported third-quarter 2026 financial results showing 11% growth in gross bookings and 12% growth in revenue year-over-year. The company also raised its full-year guidance and declared a quarterly cash dividend of $0.48 per share.
Gross bookings grew 11% year-over-year to $34.01 billion for the quarter ended September 30, 2026.
Total revenue increased 12% year-over-year to $4.94 billion.
GAAP net income rose 7% year-over-year to $1.03 billion, while Adjusted EBITDA increased 17% to $1.69 billion.
The Executive Committee declared a quarterly cash dividend of $0.48 per share, payable on December 10, 2026.
Freshpet reported third-quarter 2026 net sales of $317.8 million, up 10.0% from the prior year, and raised its full-year 2026 net sales growth guidance to 12% to 13%. Net income fell to $29.7 million from $101.7 million, a comparison that includes a $77.9 million prior-year tax benefit, and diluted earnings per share were $0.58 versus $1.86.
Q3 net sales of $317.8 million, up 10.0%; Adjusted EBITDA of $64.5 million, or 20.3% of net sales
Q3 net income of $29.7 million versus $101.7 million a year earlier, which included a $77.9 million tax benefit
2026 guidance: net sales growth of 12% to 13% (previously 10% to 12%); Adjusted EBITDA of $215 million to $220 million (previously $210 million to $220 million)
NNN REIT reported third quarter 2026 results, with revenue of $249.7 million and diluted earnings of $0.57 per share, up from $0.51 a year earlier. Core FFO per diluted share rose to $0.90 from $0.85, but the company lowered the low and high ends of its 2026 earnings-per-share guidance (excluding certain gains, impairments and severance costs) by $0.01, while keeping its Core FFO and AFFO guidance unchanged.
Q3 2026 diluted EPS $0.57 vs. $0.51 a year earlier; revenue $249.7 million vs. $230.2 million
Core FFO per diluted share $0.90 vs. $0.85; AFFO per diluted share $0.91 vs. $0.86
2026 EPS guidance (excluding certain items) lowered to $2.00-$2.04 from $2.01-$2.05; Core FFO ($3.50-$3.54) and AFFO ($3.55-$3.59) guidance maintained
2026 disposition volume guidance raised to $160-$180 million from $120-$160 million
W.W. Grainger, Inc. reported third quarter 2026 net sales of $5.2 billion and adjusted diluted earnings per share of $12.54, reflecting steady performance across both of its operating segments. Driven by these results, the company raised its full-year 2026 financial guidance, including an updated adjusted diluted EPS range of $47.00 to $48.00.
Third quarter sales reached $5.2 billion, up 11.3% on a reported basis and 14.9% on a daily, organic constant currency basis compared to the third quarter of 2025.
Adjusted diluted earnings per share grew 22.8% to $12.54 for the quarter ended September 30, 2026.
The company updated its full-year 2026 net sales guidance to a range of $19.8 billion to $20.0 billion.
Operating cash flow for the quarter was $661 million, with $396 million returned to shareholders through dividends and share repurchases.
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