Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (4793 companies, A–Z).
Sunrise Realty Trust (SUNS) reported lower third-quarter 2026 results than a year earlier, with GAAP net income of $2.9 million versus $4.1 million in the third quarter of 2025. The company completed its merger with Southern Realty Trust on November 5, 2026, which it says gives it a larger platform, though its third-quarter Distributable Earnings included about 6 cents per share of one-time merger-related expenses.
Q3 2026 GAAP net income was $2.9 million, or $0.21 per basic share, compared with $4.1 million in Q3 2025.
Q3 2026 Distributable Earnings were $3.2 million, or $0.24 per share, versus $0.31 per share in Q3 2025; the figure includes about 6 cents of one-time merger expenses.
Nine-month Distributable Earnings were $0.89 per share, compared with $0.90 per share of dividends declared over the same period.
The Southern Realty Trust merger closed November 5, 2026, with a prorated $0.09 per share dividend paid for October 1 through November 4.
Sanuwave Health reported third-quarter 2026 results on November 10, 2026. Revenue fell 24% to $8.6 million, system sales dropped sharply, and the company posted an operating loss of $1.1 million compared with operating income of $0.9 million a year earlier. Management attributed the weak quarter mainly to a CMS proposed rule, and the prior-year net income of $9.7 million included one-time gains that did not recur.
Q3 2026 revenue was $8.6 million, down 24% from $11.3 million in Q3 2025.
Ultramist systems sold: 40 in Q3 2026, versus 155 in Q3 2025 and 82 in Q2 2026.
Operating loss of $1.1 million versus operating income of $0.9 million; net loss of $1.4 million versus net income of $9.7 million.
Cash and cash equivalents were $6.6 million at September 30, 2026; a business update call is set for November 11, 2026 at 8:30 a.m. EST.
Urban One reported third-quarter 2026 net revenue of $88.0 million, down 5.0% from a year earlier, and an operating loss of $126.6 million driven by $128.9 million of impairment charges. The company lowered its 2026 Adjusted EBITDA forecast to $40.0 million from a prior range described as the mid-$50 million range. For shareholders, the revenue decline, the guidance cut and the large loss all point to weaker results than previously expected.
Q3 2026 net revenue was $88.0 million, down 5.0% from $92.7 million; Adjusted EBITDA was $12.3 million versus $14.2 million a year earlier.
Operating loss was $126.6 million, including $128.9 million of goodwill, intangible and long-lived asset impairments.
Net loss attributable to common stockholders was $119.2 million, or $(26.39) per share, compared with $(0.64) per share a year earlier.
2026 Adjusted EBITDA guidance is now $40.0 million; management has identified at least $20.0 million of annualized cost savings.
Meridian Holdings reported third-quarter 2026 revenue of $46.0 million, down 3% from a year earlier, and a net loss attributable to the company of $13.3 million, which included $11.5 million of non-cash impairment charges. The company withdrew its second-half 2026 outlook and now expects full-year 2026 revenue of $195 million to $198 million, assuming no resumption of Brazil operations, which were suspended after Brazil banned fixed-odds betting.
Q3 2026 revenue was $46.0 million, down 3% year-over-year; nine-month revenue rose 10% to $146.3 million.
Q3 net loss attributable to Meridian Holdings was $13.3 million, or $(1.05) per share, versus net income of $0.6 million a year earlier.
A $5.5 million write-off of the Brazilian gaming license and related intangibles followed Provisional Measure No. 1,394/2026, issued September 25, 2026.
Total debt was $24.1 million as of September 30, 2026, down 47% from a year earlier.
Swarmer reported third-quarter 2026 results with revenue of $25,554, down from $35,771 a year earlier, and a gross loss of $47,093 versus $9,670 in the prior-year quarter. Net loss was about $9.3 million, compared with about $3.4 million, as operating expenses rose to about $9.4 million, and the company said cash increased mainly from equity line of credit proceeds. The reported results exclude the pending Ratel Robotics acquisition, which the company expects to close in November 2026.
Q3 2026 revenue was $25,554 versus $35,771 in Q3 2025, primarily from support services under existing customer agreements.
Net loss was about $9.3 million versus about $3.4 million a year earlier; operating expenses were about $9.4 million versus $0.8 million, including about $1.7 million of noncash stock-based compensation.
Cash and cash equivalents were about $37.3 million at September 30, 2026, up from $25.3 million at June 30, 2026, driven mainly by equity line of credit proceeds.
The Ratel Robotics acquisition is expected to close in November 2026, subject to remaining closing conditions; the filing gives no company guidance for Swarmer's own results.
GoPro filed a Form 12b-25 notice saying it cannot file its quarterly report for the period ended September 30, 2026 on time, and it gave preliminary third-quarter results that show sharp declines from the prior year. The company is seeking lender waivers because it may be out of compliance with financing covenants, and it says the noncompliance could allow lenders to accelerate debt and could jeopardize the closing of its pending merger.
Preliminary Q3 2026 net revenue of approximately $96 million, vs. $163 million in Q3 2025
Preliminary gross margin of approximately 12.7%, vs. 35.1% in Q3 2025; operating expenses of approximately $60 million, vs. $73 million
Going concern doubt will continue to be reflected for the next twelve months; material weakness in internal controls has not been remediated
Company is actively seeking lender waivers; without them, an event of default could permit acceleration of debt and termination of the pending merger agreement
National CineMedia reported fiscal third-quarter 2026 revenue of $61.4 million, down 3.2% from $63.4 million a year earlier, and a net loss of $17.2 million, or $0.18 per diluted share, compared with net income of $1.6 million in the prior-year quarter. The loss was driven in part by a $36.4 million loss on remeasurement of the tax receivable agreement payable, and the company also announced that CEO Tom Lesinski will retire on December 31, 2026.
Q3 revenue was $61.4 million, down 3.2%; operating loss widened to $21.6 million from $1.8 million.
Q3 net loss was $17.2 million, or $0.18 per diluted share, versus net income of $1.6 million, or $0.02 per share, a year earlier.
Adjusted OIBDA fell to $3.3 million from $10.2 million; the company expects fourth-quarter 2026 revenue of $117.0 million to $124.0 million.
CEO Tom Lesinski will retire with an anticipated departure of December 31, 2026, and the board has retained Korn Ferry to search for a successor.
American Vanguard reported third-quarter 2026 net sales of $108 million, down 9% from a year earlier, and a net loss of $17.7 million, or $0.61 per share, compared with a $12.4 million loss, or $0.43 per share, in the prior-year quarter. The company also revised its full-year outlook to Adjusted EBITDA of $36 million to $40 million on sales of $500 million to $530 million, and management cited higher diesel and transportation costs and weak international sales as pressures on results.
Q3 net sales were $108 million versus $119 million; International sales fell 17% to $47 million.
Net loss was $17.7 million ($0.61 per share) versus $12.4 million ($0.43 per share) a year earlier.
Adjusted EBITDA was a loss of $24 thousand (essentially breakeven) versus $8.2 million; gross margin was 24% versus 29%.
Full-year outlook revised to Adjusted EBITDA of $36 million to $40 million and sales of $500 million to $530 million.
Sionna Therapeutics reported a third-quarter 2026 net loss of $32.4 million, up from $20.3 million a year earlier, as research and development and general and administrative expenses rose. The company cut its workforce by about 46% in September 2026 and is not advancing SION-719 after its PreciSION CF Phase 2a trial missed its key activity endpoint, focusing instead on SION-451 + SION-2222, with a Phase 2 trial planned for the first quarter of 2027. Cash, cash equivalents and marketable securities were $249.8 million at September 30, 2026, which the company expects to fund operations into the second half of 2029.
Net loss was $32.4 million, or $0.72 per share, for the quarter ended September 30, 2026, compared with $20.3 million, or $0.46 per share, a year earlier.
R&D expenses were $22.0 million and G&A expenses were $12.8 million, up from $16.0 million and $7.8 million in the prior-year quarter.
Cash, cash equivalents and marketable securities totaled $249.8 million, down from $310.3 million at December 31, 2025.
The AscenSION CF Phase 2 proof-of-concept trial of SION-451 + SION-2222 is expected to start in the first quarter of 2027.
Microvast reported third-quarter 2026 revenue of $45.8 million, down 62.8% from $123.3 million a year earlier, and a net loss of $76.8 million, including $35.7 million of non-cash impairment charges. The company said its available cash is expected to be insufficient to meet obligations over the next twelve months, and its going concern doubt has not been alleviated, so shareholders face significant uncertainty about refinancing its debt.
Q3 2026 revenue was $45.8 million versus $123.3 million in Q3 2025; gross margin fell to 5.2% from 37.6%.
Q3 2026 net loss was $76.8 million, compared with a net loss of $1.5 million in Q3 2025.
Cash, cash equivalents and restricted cash were $124.4 million at September 30, 2026; $41.7 million of convertible bonds are due on or before January 31, 2027.
Net cash used in operating activities was $65.4 million for the nine months ended September 30, 2026.
Surrozen reported a third-quarter 2026 net loss of $129.7 million, up from $71.6 million a year earlier, with no related-party research revenue after the TCGFB collaboration ended. Most of the loss came from non-cash fair value changes in tranche and warrant liabilities, and the company said October financings lifted pro forma cash to about $220.3 million, with runway into 2029.
Net loss was $129.7 million for the quarter ended September 30, 2026, including a $73.9 million non-cash loss on the tranche liability.
Research service revenue from a related party was zero, compared with $1.0 million a year earlier, after the TCGFB collaboration terminated effective November 2025.
Cash and cash equivalents were $100.4 million at September 30, 2026; pro forma cash was about $220.3 million after October financings.
The company plans to expand DUET Phase 2a enrollment from about 60 to 150 patients, with Phase 1b topline data expected in the second half of 2027.
Lineage reported third-quarter 2026 results with total revenue down 1.2% to $1.36 billion, a GAAP net loss of $173 million ($0.68 per diluted share, versus a $0.44 loss a year earlier), and adjusted EBITDA down 7.0% to $317 million. CEO Greg Lehmkuhl said higher oil prices, constrained trucking capacity and tariff uncertainty created headwinds later in the quarter, and the company adjusted its full-year guidance to reflect pressures it expects to continue into the fourth quarter.
Q3 2026 AFFO fell 14.9% to $188 million, and AFFO per share fell 14.1% to $0.73.
Full-year 2026 guidance: adjusted EBITDA of $1.25 billion to $1.27 billion and AFFO per share of $2.86 to $2.98; the filing does not show prior guidance figures.
Quarterly dividend declared at $0.5325 per share, an annualized rate of $2.13 per share.
Same-store occupancy grew year over year for the second consecutive quarter; the conference call is on November 10, 2026, at 8:00 a.m. Eastern Time.
FreightCar America reported third quarter 2026 revenue of $76.5 million, down from $160.5 million a year earlier, and delivered 662 railcars versus 1,304. It posted adjusted EBITDA of $0.1 million and an adjusted net loss of $9.5 million, or $(0.28) per diluted share, compared with adjusted net income of $7.8 million a year earlier. The company reaffirmed its fiscal 2026 outlook, which matters to shareholders because it signals that management still expects the full-year targets it set on October 19.
Q3 2026 revenue was $76.5 million versus $160.5 million in Q3 2025; railcar deliveries were 662 units versus 1,304.
Adjusted EBITDA was $0.1 million (0.2% margin) versus $15.9 million (9.9% margin) a year earlier.
Backlog reached 2,660 units valued at $284.5 million at September 30, 2026, up 28% from $222.0 million.
Fiscal 2026 outlook reaffirmed: 3,100 to 3,300 railcars, revenue of $370 to $410 million, and adjusted EBITDA of $15 to $19 million.
Ethan Allen reported fiscal 2027 first-quarter results for the period ended September 30, 2026, with consolidated net sales down 11.8% year over year and GAAP diluted EPS falling to $0.07 from $0.41. Adjusted diluted EPS was $0.10 versus $0.43 a year earlier, and the company cited lower sales and tariffs for the margin pressure. The filing contains no updated financial guidance.
Consolidated net sales were $129.6 million, compared with $147.0 million in the prior year period.
GAAP net income was $1.7 million, compared with $10.5 million; GAAP operating margin was 1.3%, compared with 6.8%.
Cash and cash equivalents were $92.2 million at September 30, 2026, after $92.2 million in dividends paid during the quarter, with no outstanding debt.
The Trade Desk reported third-quarter 2026 revenue of $736 million, down 0.5% from a year earlier, and GAAP net income of $38 million, down from $116 million. The board also approved an additional $731 million for share repurchases, bringing total available authorization to $1 billion.
Q3 2026 revenue was $736 million versus $739 million in Q3 2025; GAAP diluted EPS was $0.08 versus $0.23.
Adjusted EBITDA was $266 million versus $317 million a year earlier; the filing cites $44 million in restructuring charges under its 2026 Restructuring Plan.
Fourth-quarter 2026 outlook calls for revenue of at least $755 million and Adjusted EBITDA of at least $280 million.
The board authorized an additional $731 million under the share repurchase program, bringing the total available to $1 billion.
Paradium.AI reported third-quarter 2026 revenue of $20.5 million, down 31.2% from $29.8 million a year earlier, and a net loss of $3.8 million versus net income of $6.9 million in Q3 2025. The company attributed the decline mainly to lower referral traffic, including from Google Discover, which reduced advertising revenue and compressed gross margin to 31.7% from 50.0%.
Revenue was $20.5 million in Q3 2026 versus $29.8 million in Q3 2025, a decline of 31.2%.
Net loss was $3.8 million, or $0.08 per diluted share, compared with net income of $6.9 million in Q3 2025.
Results include a $1.3 million reversal of an employee retention tax credit that was disallowed; the company plans to appeal.
Cash balance was $10.1 million at September 30, 2026.
LifeVantage reported fiscal first-quarter results for the three months ended September 30, 2026, with revenue down 22.0% from a year earlier and a net loss of $0.02 per diluted share, compared with net income of $0.17 per share. The decline was driven mainly by lower active accounts and lower sales of the MindBody GLP-1 System, and the company recorded a $1.0 million inventory obsolescence allowance for that product, which pressured margins.
Revenue was $37.1 million, down 22.0% from $47.6 million a year earlier.
Net loss was $0.2 million, or $0.02 per diluted share, versus net income of $2.2 million, or $0.17 per share, in the prior year period.
Adjusted EPS was $0.05, compared with $0.18 a year earlier; adjusted EBITDA was $1.9 million versus $3.9 million.
Cash and cash equivalents were $13.7 million at September 30, 2026, with no debt outstanding; no shares were repurchased, leaving $58.5 million under the $60 million program.
ArriVent reported third-quarter 2026 results with a net loss of $40.3 million, up from $35.0 million a year earlier, as research and development and general and administrative expenses rose. The company also said its Phase 3 FURVENT trial of firmonertinib did not meet its primary endpoint of progression-free survival, and that Stuart Lutzker, its President of Research and Development and a director, will retire effective December 1, 2026. For shareholders, the trial miss is the central development, with the wider loss and leadership change adding to the negative picture.
FURVENT missed its primary endpoint of progression-free survival by blinded independent central review; median PFS was 11.0 months at 240 mg versus 9.5 months with chemotherapy (HR 0.75; p=0.0654).
Q3 2026 net loss was $40.3 million versus $35.0 million in Q3 2025; collaboration revenue was $5.0 million versus none a year earlier.
Net loss per share was $0.81 versus $0.83 a year earlier; cash and investments were $393.2 million at September 30, 2026, expected to fund operations to mid-2028.
Dr. Stuart Lutzker retires effective December 1, 2026, with a one-time payment of $428,438.21 under a planned retirement agreement; Chief Medical Officer Priti Patel, M.D., will lead R&D from that date.
James River Group Holdings reported a third-quarter 2026 net loss available to common shareholders of $189.4 million, or $4.08 per diluted share, after a non-cash goodwill impairment of $181.8 million. Adjusted net operating loss was $4.4 million, compared with adjusted income of $17.4 million a year earlier, as $19.2 million of adverse reserve development in its Excess and Surplus Lines segment weighed on results. The company said the impairment does not affect its adjusted results, statutory capital or debt covenant compliance, and declared a $0.01 per share cash dividend.
Net loss available to common shareholders was $189.4 million, or $4.08 per diluted share, versus a $948,000 loss ($0.02 per share) in the third quarter of 2025.
Non-cash goodwill impairment of $181.8 million; the goodwill dates to a 2007 acquisition of the company by an investor group.
Adjusted net operating loss of $4.4 million ($0.10 per diluted share) versus adjusted income of $17.4 million ($0.32) a year earlier.
Gross written premium fell 22% to $186.1 million; $0.01 per share dividend payable December 31, 2026 to holders of record December 15, 2026.
Spruce Biosciences reported a third-quarter 2026 net loss of $24.0 million, or $(8.51) per share, up from $8.2 million, or $(14.58) per share, a year earlier. The company also separated its CRHX-101 program into a new subsidiary, Adrenyx Biosciences, and plans to distribute Adrenyx shares to Spruce stockholders, a step its board has not yet approved.
Q3 2026 net loss was $24.0 million, or $(8.51) per share, versus $8.2 million, or $(14.58) per share, in Q3 2025; R&D expenses were $18.1 million.
Cash and cash equivalents were $87.7 million at September 30, 2026, up from $48.9 million at December 31, 2025, which the company says will fund operations and debt obligations into the second half of 2027.
The Distribution of Adrenyx stock is expected in the first half of 2027, but Spruce's board has not yet approved it or set a record date.
Under an amended Avenue loan agreement dated November 6, 2026, up to $15.0 million of Tranche 2 may be drawn between January 1, 2027 and March 31, 2027.
Popular, Inc. filed an 8-K updating its third-quarter 2026 results after a commercial borrower in the quick service restaurant industry substantially ceased operations and filed for Chapter 11 bankruptcy following the earnings release. The company recognized an additional $38 million provision for credit losses, lowering quarterly net income to $242.4 million from $266.3 million and diluted EPS to $3.83 from $4.21, and it raised its 2026 net charge-off guidance to 90 bps to 95 bps from 80 bps to 90 bps.
Q3 2026 net income of $242.4 million, down $23.9 million from the $266.3 million in the original earnings release.
Diluted EPS of $3.83 versus $4.21 as originally issued; up from $3.14 in the same quarter of 2025.
The company expects an additional fourth-quarter 2026 charge-off on the same relationship.
2026 net charge-off guidance raised to 90 bps to 95 bps from 80 bps to 90 bps; Common Equity Tier 1 ratio of 16.01%, down 5 bps.
Tango Therapeutics reported a third quarter 2026 net loss of $68.4 million, or $0.39 per share, compared with net income of $15.9 million, or $0.13 per diluted share, in the same quarter of 2025. Collaboration revenue fell to $0 from $53.8 million after the Gilead collaboration concluded research activities in August 2025, while research and development and general and administrative spending both rose.
Collaboration revenue was $0 in Q3 2026, versus $53.8 million in Q3 2025.
R&D expenses rose to $48.9 million from $30.8 million; G&A expenses rose to $29.2 million from $8.9 million.
Cash, cash equivalents and marketable securities totaled $977.5 million as of September 30, 2026.
Tango intends to initiate a Phase 3 study of vopimetostat plus daraxonrasib in front-line pancreatic cancer in the first half of 2027.
Sidus Space's audit committee concluded that its audited 2024 and 2025 annual reports and its 2026 quarterly reports for March 31 and June 30 should no longer be relied upon. The company expects the restatements to increase net loss for 2024 and for the first half of 2026, decrease net loss for 2025, and reduce stockholders' equity in every affected period, and it expects to report material weaknesses in internal controls.
Restatement covers the 2024 and 2025 annual reports and the Q1 and Q2 2026 quarterly reports; the 2024 and 2025 10-Ks were filed March 31, 2025 and April 1, 2026.
Net loss expected to increase by about $12.5 million for 2024 and about $4.1 million for the six months ended June 30, 2026; net loss expected to decrease by about $5.5 million for 2025.
Total stockholders' equity expected to decrease by about $15.0 million as of June 30, 2026, compared with amounts originally reported.
Main cause is warrant classification: 3,409,946 warrants issued December 17, 2024 should have been recorded as liabilities; the company also cited a $4.0 million impairment on its LS-2 satellite.
Tredegar reported a third-quarter 2026 net loss from continuing operations of $2.8 million, or $0.08 per diluted share, compared with net income of $7.1 million, or $0.20 per share, a year earlier. Management said results were not where it wants them to be, citing lower building and construction demand at Bonnell Aluminum and weaker Surface Protection demand at High Performance Films. The results are a sharp drop in profitability for shareholders, and the filing gives no updated full-year guidance.
Q3 2026 net loss from continuing operations of $2.8 million, or $0.08 per diluted share, vs. net income of $7.1 million, or $0.20 per share, in Q3 2025
Q3 2026 Consolidated EBITDA from ongoing operations of $4.1 million, vs. $18.1 million in Q3 2025
Aluminum Extrusions Q3 2026 EBITDA from ongoing operations of $2.5 million, vs. $16.8 million in Q3 2025; sales volume fell 11.6%
Net debt rose to $32.7 million at September 30, 2026, from $28.4 million at December 31, 2025
TechTarget reported third-quarter 2026 revenue of $119.2 million, down 2.5% from a year earlier, and said it now expects full-year 2026 revenue to be modestly lower than 2025. Its net loss narrowed sharply from the prior year, which included large goodwill impairment charges, but Adjusted EBITDA fell and the company gave a full-year 2026 Adjusted EBITDA range of $80 million to $85 million.
Q3 2026 revenue was $119.2 million, versus $122.3 million in Q3 2025; nine-month revenue was $341.4 million, versus $346.1 million
Q3 2026 net loss was $18.2 million, versus $76.8 million in Q3 2025; Q3 Adjusted EBITDA was $18.6 million, versus $22.6 million
Full-year 2026 Adjusted EBITDA outlook is $80 million to $85 million, with full-year revenue expected to be modestly lower than 2025
Cash was $35.3 million at September 30, 2026, with $120.1 million drawn on a $250 million revolving credit facility
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.
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.
Ready Capital reported a third-quarter 2026 GAAP net loss of $62.2 million, or $(0.40) per share, compared with a net loss of $16.7 million, or $(0.13) per share, a year earlier. Distributable loss was $(0.53) per share, and the company declared $0.01 per common share in dividends, down from $0.125 a year earlier, which matters to shareholders because it reflects weaker earnings and a much smaller dividend.
Q3 2026 GAAP loss per common share of $(0.40), versus $(0.13) in Q3 2025; nine-month loss per share of $(2.27)
Distributable loss per common share of $(0.53); before realized losses, $(0.21)
Dividends declared per common share of $0.01 in Q3 2026, versus $0.125 in Q3 2025
Book value of $6.44 per common share as of September 30, 2026; cash of $157 million and total leverage of 2.8x
PLAYSTUDIOS reported third-quarter 2026 revenue of $48.9 million, down from $57.6 million a year earlier, and a net loss of $11.0 million, up from $9.1 million. The company discontinued two products, Tetris Block Party and The Win Zone, and recorded $6.7 million in non-cash impairment charges plus a $9.2 million goodwill impairment. It is not providing formal financial guidance, which leaves shareholders without a forward outlook.
Q3 2026 revenue was $48.9 million versus $57.6 million in Q3 2025; direct-to-consumer revenue rose 108% to $16.0 million.
Net loss was $11.0 million versus $9.1 million; Consolidated AEBITDA rose to $10.0 million from $7.2 million.
Goodwill impairment of $9.2 million and a $6.7 million non-cash impairment charge tied to the discontinued products.
No formal financial guidance was provided; restructuring annualized savings range was raised to $37.0 million to $39.0 million, with $44.6 million left on the share repurchase authorization.
Horizon Technology Finance reported third quarter 2026 net investment income of $12.3 million, or $0.19 per basic share, down from $14.0 million, or $0.32 per share, a year earlier. The company posted a net decrease in net assets from operations of $28.2 million, or $0.43 per share, compared with a net increase of $30.7 million in the prior-year quarter, and net asset value fell to $5.56 per share from $7.12 a year earlier.
Net investment income of $12.3 million ($0.19 per basic share) vs. $14.0 million ($0.32) in Q3 2025; total investment income was $24.1 million vs. $26.3 million.
Net decrease in net assets from operations of $28.2 million ($0.43 per share), including net unrealized depreciation on investments of $29.1 million.
Net asset value was $5.56 per share at September 30, 2026, vs. $7.12 at September 30, 2025 and $6.98 at December 31, 2025.
Board declared monthly distributions of $0.06 per share for January, February and March 2027, totaling $0.18 per share; Q3 distributions were $0.27 per share.
Xponential Fitness reported third quarter 2026 revenue of $62.3 million, down 21% from a year earlier, and adjusted EBITDA of $24.3 million, down 27%. The company cut its net new studio openings outlook to 124 to 130 from about 150 and narrowed its adjusted EBITDA range to $91.0 million to $94.0 million from $91.0 million to $97.0 million, which lowers the top end, while the Board continues a strategic review that may include a sale of the company.
Q3 2026 revenue was $62.3 million versus $78.8 million; net income was $4.9 million, or $0.10 per basic share, compared with a net loss of $6.7 million a year earlier.
Adjusted EBITDA was $24.3 million versus $33.5 million; North America same store sales decreased 7.5%.
2026 net new studio openings outlook is 124 to 130, versus previous guidance of approximately 150.
2026 adjusted EBITDA outlook narrowed to $91.0 million to $94.0 million from $91.0 million to $97.0 million; the strategic review, announced in April and supported by Jefferies, may result in a sale of the company.
Cable One reported third quarter 2026 revenue of $332.2 million, down 11.7% from a year earlier, and a net loss of $431.8 million, compared with net income of $86.5 million in the prior-year quarter. The loss reflects $412.1 million of non-cash asset impairments, and the filing says existing liquidity will be insufficient to repay debt maturing from November 2027 onward without financing or extensions, and that Chapter 11 relief may become necessary.
Revenue was $332.2 million versus $376.0 million; residential data revenue fell 10.3% and business data fell 6.7%.
Net loss was $431.8 million, or $(75.66) per diluted share, including $412.1 million of asset impairments.
Adjusted EBITDA was $159.8 million, down 20.8% from $201.9 million; operating cash flow was $92.6 million, down 40.8%.
Gross debt was $3.55 billion at September 30, 2026, and the filing cites debt maturities starting November 12, 2027 and a possible Chapter 11 filing if financing is not obtained.
Organogenesis reported third quarter 2026 net product revenue of $45.5 million, down 70% from $150.5 million a year earlier, and a net loss of $29.6 million, compared with net income of $21.6 million in the prior-year quarter. The company also updated its full-year 2026 revenue outlook to $179.4 million to $200.0 million, a decline of 65% to 68%, which it said reflects a more measured fourth-quarter recovery than its prior guidance assumed.
Net product revenue was $45.5 million for the quarter ended September 30, 2026, versus $150.5 million a year earlier; Advanced Wound Care fell 73% to $38.2 million.
Net loss was $29.6 million, or $(0.25) per share, versus net income of $21.6 million, or $0.11 per share, in the third quarter of 2025.
As of September 30, 2026, cash, cash equivalents and restricted cash totaled $26.9 million, with no outstanding debt obligations.
Full-year 2026 net revenue guidance is $179.4 million to $200.0 million, versus $564.2 million in 2025.
Inogen reported third-quarter 2026 results with revenue down 2.4% and a larger GAAP loss from continuing operations than a year earlier, including a $10.6 million impairment charge. The company also completed the sale of its U.S. oxygen rental business and named Andy Reding as President and CEO, replacing Kevin Smith.
Q3 2026 revenue was $77.2 million, down from $79.1 million; U.S. sales rose 3.8% while international sales fell 9.0%.
GAAP loss from continuing operations was $14.8 million ($0.56 per diluted share) versus $3.6 million ($0.13) a year earlier.
Fourth-quarter 2026 revenue from continuing operations is expected at $65 million to $68 million; full-year revenue at $298 million to $301 million, with an adjusted loss of $7 million to $8 million.
Andy Reding became President and CEO effective October 30, 2026; the company also plans a $20 million annualized cost reduction program starting in Q4 2026.
BRC Group reported a third-quarter 2026 net loss available to common shareholders of $243.0 million, or $(6.04) per diluted share, compared with net income of $89.1 million a year earlier. The loss mainly reflected $226.7 million of pre-tax losses on its Babcock & Wilcox investment, and nine-month total revenues fell 9% to $624.2 million. The company also completed the sale of its remaining GA Group interest on November 3, 2026, which reduced Oaktree term-loan debt.
Q3 2026 total revenues were $33.0 million: Operating Revenues of $161.3 million were offset by investment losses of $128.3 million.
Nine-month 2026 net loss available to common shareholders was $(13.2) million, or $(0.40) per diluted share, versus net income of $214.5 million in the prior-year period.
On November 3, 2026, the company sold its GA Group interest for $62.3 million in cash, reducing outstanding Oaktree term loans to $43.7 million from $65.6 million.
A definitive agreement to acquire Sangoma Technologies was signed September 28, 2026, at a total enterprise value of $203.7 million, and is expected to close no later than early 2027.
GSI Technology reported second-quarter fiscal 2027 net revenue of $6.0 million, down from $6.4 million a year earlier, while its net loss widened to $7.0 million from $3.2 million. Gross margin fell below the company's own guidance, and it expects third-quarter gross margin of approximately 38% to 40%, which points to continued pressure on profitability for shareholders.
Net revenue was $6.0 million, within guidance of $5.7 million to $6.5 million, but below $6.4 million a year earlier.
Gross margin was 48.5% versus 54.8% a year earlier and below guidance of about 53% to 55%; net loss was $(0.18) per diluted share versus $(0.11).
Third-quarter fiscal 2027 outlook: net revenues of $5.0 million to $6.0 million and gross margin of about 38% to 40%, with price increases for new orders immediately and for existing backlog effective January 1, 2027.
Cash and cash equivalents were $69.2 million at September 30, 2026, versus $67.2 million at March 31, 2026.
Cardlytics reported third-quarter 2026 revenue of $32.9 million, down 30% from a year earlier, and billings of $57.2 million, down 32%. CEO Amit Gupta said results came in below expectations, and the company guided fourth-quarter revenue to $35.0 million to $39.0 million, which is still a year-over-year decline, though management expects sequential growth.
Q3 2026 revenue was $32.9 million, down 30% from $47.0 million in Q3 2025; billings were $57.2 million, down 32%.
Net loss narrowed to $(8.9) million from $(72.7) million a year earlier, when results included a $58.8 million impairment of goodwill and intangible assets.
Adjusted EBITDA was $0.4 million, compared with $3.3 million in Q3 2025.
Q4 2026 guidance: revenue of $35.0 million to $39.0 million (down 31% to 23% year over year) and Adjusted EBITDA of $(1.0) million to $2.0 million.
CION reported a net decrease in net assets from operations of $3.55 million, or $(0.07) per share, for the third quarter of 2026, compared with earnings of $0.62 per share in the second quarter. Net asset value per share fell to $13.20 from $13.57, and total investment income declined to $48.3 million from $49.8 million, although the company reduced total debt to $897 million from $1.17 billion. Co-chief executive officers also declared base distributions of $0.25 per share for the first quarter of 2027, below the $0.30 per share declared for the third quarter of 2026.
Q3 2026 net decrease in net assets from operations was $3.55 million, or $(0.07) per share, versus earnings of $0.62 per share in Q2 2026.
Net asset value per share was $13.20 at September 30, 2026, down from $13.57 at June 30, 2026.
Base distributions for Q1 2027 total $0.25 per share, payable in three monthly amounts from January 29 to March 26, 2027.
Total debt fell to $897 million from $1.17 billion, and the net debt-to-equity ratio was 1.30x versus 1.52x.
BlackRock TCP Capital Corp. reported a third quarter 2026 net decrease in net assets from operations of $66.8 million, or $0.80 per share, compared with a $1.7 million net increase in the prior quarter. Net asset value per share fell to $5.61 from $6.58 at June 30, 2026, and the company's board declared a fourth quarter dividend of $0.17 per share while the board conducts an ongoing strategic review.
Net decrease in net assets from operations of $66.8 million, or $0.80 per share, for the quarter ended September 30, 2026, versus a $1.7 million net increase for the quarter ended June 30, 2026.
Net investment income of $13.4 million, or $0.16 per share, which did not exceed the regular dividend of $0.17 per share.
Net asset value per share of $5.61 as of September 30, 2026, compared with $6.58 as of June 30, 2026.
Investments on non-accrual status were 3.4% of the portfolio at fair value, up from 1.6%; the quarter included a $63.7 million realized loss from the Continuation Vehicle transaction.
Teads Holding Co. reported third-quarter 2026 revenue of $235.1 million, down 26% from a year earlier, and a net loss of $325.5 million, which included a $272.4 million non-cash goodwill impairment charge. The company has suspended guidance, including its full-year 2026 Adjusted EBITDA guidance, and is not providing an outlook. It also named Michael Coyle as chief financial officer, effective November 11, 2026, succeeding Jason B. Kiviat.
Revenue $235.1 million vs. $318.8 million a year earlier; gross profit $60.9 million vs. $105.7 million.
Net loss $325.5 million vs. $19.7 million, including a $272.4 million goodwill impairment; Adjusted EBITDA was $(8.1) million vs. $19.2 million.
Full-year 2026 guidance, including Adjusted EBITDA guidance, has been suspended and is not being provided.
Michael Coyle becomes CFO effective November 11, 2026; Jason B. Kiviat ceases as CFO on November 10, 2026 and moves to an advisory role.
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.
Shutterstock reported third-quarter 2026 revenue of $173.9 million, down 33% from $260.1 million a year earlier, and a net loss of $197.8 million, including a $195.6 million after-tax goodwill impairment charge. Chief Financial Officer Rik Powell is leaving, with Scott Grossman named Interim Chief Financial Officer, which adds leadership change to a quarter of sharp declines in revenue and earnings.
Revenue was $173.9 million versus $260.1 million; Content revenue fell 19% to $158.1 million and Data, Distribution, and Services fell 76% to $15.8 million.
Net loss per diluted share was $5.35 versus net income of $0.37; adjusted net income per diluted share was $0.45 versus $0.99.
Adjusted EBITDA was $41.8 million versus $79.4 million; cash and cash equivalents were $110.5 million at September 30, 2026.
Rik Powell ceased to serve as CFO effective November 2, 2026 and departs November 13, 2026; Scott Grossman is interim CFO with a base salary of $450,000.
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.
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.
Tenax Therapeutics reported a third-quarter 2026 net loss of $16.7 million, up from $15.8 million a year earlier, and no revenue was reported. The company paused enrollment in its ongoing LEVEL-2 Phase 3 trial while it amends the protocol to target a narrower patient group, and it has a Type C meeting with the FDA pending. Shareholders face a larger loss and a trial whose future plan depends on that FDA meeting.
Net loss for the quarter ended September 30, 2026 was $16.7 million, compared with $15.8 million for the same quarter of 2025.
Research and development expenses rose to $12.1 million from $10.3 million; SG&A fell to $5.7 million from $6.5 million.
Cash and cash equivalents were $113.7 million at September 30, 2026; the company expects cash to fund operations through fiscal 2028, subject to the FDA Type C meeting outcome.
LEVEL-2 enrollment is temporarily paused after the LEVEL trial did not meet its primary endpoint, announced August 10, 2026.
Wheels Up reported third-quarter 2026 revenue of $164.8 million, down 11% from a year earlier, and a net loss of $89.4 million, wider than the $83.7 million loss in the prior-year period. The company also disclosed a new $100 million revolving credit facility from Delta Air Lines that accrues 10% interest payable in kind and matures December 1, 2027, along with an order for six Embraer jets with an aggregate price of approximately $90.0 million. For shareholders, headline losses grew and the company is adding debt, though its Adjusted EBITDAR loss narrowed.
Q3 2026 revenue was $164.8 million, down 11% year over year; net loss was $89.4 million, or $(2.48) per share, versus $83.7 million a year earlier.
Adjusted EBITDAR loss narrowed to $13.2 million from $23.4 million; Adjusted Contribution Margin rose to 16.4% from 12.7%.
Delta committed an additional $100 million revolving credit facility under Amendment No. 6, dated November 4, 2026, with 10% per annum interest payable in kind and a scheduled maturity of December 1, 2027.
Six Phenom 300E jets were ordered from Embraer for approximately $90.0 million, with deliveries expected in the third and fourth quarters of 2027; a $17.4 million PDP Equipment Notes issuance funded the deposit.
Chimera Investment Corporation (NYSE: CIM) reported a GAAP net loss available to common shareholders of $194 million, or $2.31 per diluted share, for the quarter ended September 30, 2026, compared with a loss of $22 million, or $0.27 per share, a year earlier. The company said significant movements in interest rates and mortgage spreads affected its book value, which was $14.82 per common share, and its economic return for the quarter was (13.98)%. Its non-GAAP earnings available for distribution were $32 million, or $0.38 per adjusted diluted share, compared with $0.37 a year earlier.
GAAP net loss available to common shareholders of $194 million, or $2.31 per diluted share, versus a $22 million loss, or $0.27 per share, in Q3 2025
Earnings available for distribution of $32 million, or $0.38 per adjusted diluted share (non-GAAP), versus $0.37 in Q3 2025
Net unrealized losses on financial instruments at fair value of $391 million in the quarter
Subsequent to quarter end, completed the inaugural $291 million Prism securitization backed by loans originated by HomeXpress
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.
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
BuzzFeed reported third-quarter 2026 revenue of $26.0 million, down 44% from $46.3 million a year earlier, and a net loss of $18.7 million, compared with $7.4 million a year earlier. The company deferred its full-year 2026 financial outlook while it integrates the Allen Family Digital transaction and its July restructuring, which it expects to yield about $30 million in annualized savings.
Q3 2026 revenue was $26.0 million versus $46.3 million in Q3 2025, a 44% decline
Q3 2026 net loss was $18.7 million versus $7.4 million; Adjusted EBITDA was negative $4.8 million versus $0.8 million
Full-year 2026 financial outlook was deferred, with no new guidance provided
Restructuring is expected to yield about $30 million in annualized savings after cutting workforce and contractors by about 35%
Prospect Capital reported a net loss applicable to common shareholders of $53.4 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with net income of $48.1 million, or $0.10 per share, a year earlier. Net investment income was $76.4 million, or $0.15 per common share, down from $79.4 million, or $0.17 per share, a year earlier, and net asset value per common share fell to $5.36 from $5.71 in the prior quarter and $6.45 a year earlier.
Net loss applicable to common shareholders: $(53.4) million, or $(0.10) per share, for the quarter ended September 30, 2026
Net investment income: $76.4 million, or $0.15 per share, versus $79.4 million, or $0.17 per share, a year earlier
Net asset value per common share: $5.36 at September 30, 2026, versus $5.71 at June 30, 2026 and $6.45 at September 30, 2025
Board increased the share repurchase program to up to $200.0 million on November 3, 2026; monthly common distribution declared at $0.0350 per share
Service Properties Trust reported a third-quarter 2026 net loss of $87.9 million, or $0.68 per share, compared with a $46.9 million loss a year earlier, and total revenues fell to $399.5 million from $478.8 million. The company also cut its midpoint full-year 2026 Normalized FFO guidance by $0.13 per share and said its board unanimously rejected an unsolicited, non-binding $2.0 billion proposal from TKO to buy its hotel portfolio, which the board believes undervalues the portfolio.
Q3 2026 net loss of $87.9 million, or $0.68 per share, versus a $46.9 million loss in Q3 2025
Q3 2026 Normalized FFO of $0.34 per share, versus $1.02 in Q3 2025; the company said this exceeded consensus estimates
Full-year 2026 Normalized FFO guidance lowered to $1.07 to $1.22 per share from $1.20 to $1.35
In October 2026 the board rejected TKO's unsolicited $2.0 billion proposal for the hotel portfolio
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
Granite Point Mortgage Trust reported a third-quarter 2026 GAAP net loss attributable to common stockholders of $60.3 million, or $12.50 per share, compared with a loss of $565 thousand, or $0.12 per share, a year earlier. The loss was driven mainly by a $45.4 million provision for credit losses, and the common dividend was declared at $0.10 per share versus $0.50 in the prior-year quarter. The company said its Board continues a previously announced review of alternatives to enhance stockholder value.
GAAP net loss attributable to common stockholders of $60.3 million, or $12.50 per basic share, for the quarter ended September 30, 2026, versus $565 thousand, or $0.12 per share, in Q3 2025
Provision for credit losses of $45.4 million; total CECL reserve of $185.9 million, or 13.7% of total loan portfolio commitments
Distributable Earnings (Loss) of $(33.7) million, or $(6.99) per share; common dividend declared at $0.10 per share versus $0.50 a year earlier
One-for-ten reverse stock split effected October 5, 2026; book value per common share was $44.54 at quarter-end
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
Traeger reported third-quarter fiscal 2026 revenue of $74.7 million, down 40.4% from a year earlier, and a net loss of $28.5 million. The company narrowed its full-year revenue and Adjusted EBITDA guidance ranges while keeping the midpoints unchanged, and it expects a return to revenue and Adjusted EBITDA growth in the fourth quarter.
Third-quarter revenue fell 40.4% to $74.7 million; grill revenue fell 48.1% to $39.7 million
Adjusted EBITDA was a loss of $3.3 million, compared with positive Adjusted EBITDA of $13.8 million a year earlier
FY26 revenue guidance narrowed to $440 million to $460 million from $435 million to $465 million; Adjusted EBITDA guidance narrowed to $59 million to $65 million from $57 million to $67 million
Cash and cash equivalents were $67.8 million at September 30, 2026, compared with $19.6 million at December 31, 2025
Net Lease Office Properties filed supplemental third-quarter 2026 financial information showing a net loss attributable to the company of $649,000, or $0.04 per share, on lease revenues of $5.9 million. The results included $6.5 million of real estate impairment charges, partly offset by a $5.5 million gain on property sales. In November 2026 the board declared a special cash distribution of $1.50 per share, about $22.2 million in total, payable December 1, 2026 to holders of record as of November 16, 2026.
Q3 2026 net loss attributable to the company was $649,000 ($0.04 per share); real estate impairment charges were $6.5 million.
AFFO attributable to the company was $3.0 million, or $0.20 per diluted share, for the quarter; FFO was $2.4 million, or $0.16 per share.
Special cash distribution of $1.50 per share, about $22.2 million, payable December 1, 2026 to shareholders of record as of November 16, 2026.
Occupancy was 68.9% at September 30, 2026, with 16 properties; cash and cash equivalents were $30.6 million.
Energy Recovery reported third-quarter 2026 results on November 4, 2026, with revenue of $11.2 million, down from $32.0 million a year earlier, and a net loss of $6.3 million, compared with net income of $3.9 million in the third quarter of 2025. The company attributed the decline in operating results primarily to lower revenue, which it linked to the war in Iran, and said its outlook for 2026 appears in a separate shareholder letter that is not part of this filing.
Q3 2026 revenue was $11.2 million, down 65% from $32.0 million in Q3 2025.
Net loss was $6.3 million, or $0.12 per diluted share, versus net income of $3.9 million, or $0.07 per diluted share, a year earlier.
Gross margin fell to 37.5% from 64.2%, and the loss from operations was $9.8 million.
Cash and investments totaled $85.6 million as of September 30, 2026.
Inseego reported third quarter 2026 results for its legacy business, with revenue of $33.3 million, down from $45.9 million a year earlier, and a GAAP net loss of $8.1 million compared with net income of $1.4 million in Q3 2025. The company completed its acquisition of Nokia's Fixed Wireless Access business on October 1, 2026, and guided fourth quarter revenue of $56 million to $65 million, which includes the acquired business for the first time.
Q3 2026 revenue was $33.3 million versus $45.9 million in Q3 2025; Adjusted EBITDA was negative $1.0 million.
GAAP net loss was $8.1 million in Q3 2026, compared with net income of $1.4 million in Q3 2025.
Nokia's FWA business acquisition was completed October 1, 2026, and its results will be consolidated beginning Q4 2026.
Q4 2026 guidance: revenue of $56 million to $65 million and Adjusted EBITDA of $0 million to $2 million, including $12 million to $14 million of Nokia support payments.
Upland Software reported third quarter 2026 total revenue of $47.5 million, down 6% from a year earlier, and a GAAP net loss of $0.5 million, compared with $1.1 million a year earlier. It guided to full-year 2026 total revenue of $190.1 to $193.1 million, a 12% decline at the midpoint, and outlined a three-phase plan targeting an adjusted EBITDA margin of approximately 35% in the first half of 2028. For shareholders, the headline revenue, profit and guidance measures point lower, although the GAAP loss narrowed and the company repaid debt.
Q3 2026 total revenue was $47.5 million, down from $50.5 million; Adjusted EBITDA was $12.6 million, or 27% of revenue, versus $16.0 million, or 32%, a year earlier.
Full-year 2026 total revenue is expected at $190.1 to $193.1 million; Q4 2026 total revenue is expected at $44.7 to $47.7 million.
Term loan balance was $225.4 million at September 30, 2026, down from $238.5 million at December 31, 2025; cash was $28.9 million and the $30.0 million revolver was undrawn.
On July 31, 2026, Nasdaq notified the company it no longer meets the $15 million minimum market value of publicly held shares; the company has until January 27, 2027 to regain compliance.
Niagen Bioscience reported third-quarter 2026 results with net sales of $27.2 million, down from $34.0 million a year earlier, and a net loss of $1.2 million, compared with net income of $4.6 million in the prior-year quarter. The company said 2026 is an investment year, expects operating expenses to rise, and expects its ingredient business to be lower than last year, which weighs on shareholders' near-term earnings outlook.
Q3 2026 net sales were $27.2 million, including $23.3 million from Tru Niagen, versus $34.0 million in Q3 2025.
Net loss was $1.2 million, or $(0.01) per share, versus net income of $4.6 million in Q3 2025.
Adjusted EBITDA, a non-GAAP measure, was $0.5 million, versus $6.4 million a year earlier.
Cash and cash equivalents were $69.5 million at September 30, 2026, up from $66.7 million at June 30, 2026.
MFA Financial reported a GAAP net loss to common stockholders of $(122.4) million, or $(1.19) per share, for the quarter ended September 30, 2026, compared with income of $0.36 per basic share in the same quarter of 2025. Distributable earnings, a non-GAAP measure, were $26.4 million, or $0.26 per share, and GAAP book value fell to $11.12 per common share, with a total economic return of (10.6)% for the quarter, which hurts shareholder value.
GAAP net loss to common stockholders of $(122.4) million, or $(1.19) per basic and diluted share, for Q3 2026
Distributable earnings of $26.4 million, or $0.26 per basic share, versus $21.1 million in Q3 2025
GAAP book value was $11.12 per common share at September 30, 2026; total economic return was (10.6)% for the quarter
Craig Knutson will retire as CEO effective June 30, 2027; Bryan Wulfsohn becomes CEO July 1, 2027
Lifecore Biomedical reported third-quarter 2026 revenue of $25.3 million, down 18.6% from $31.1 million a year earlier, and a net loss of $40.1 million, or $1.08 per diluted share, compared with a $10.0 million loss, or $0.29 per share, in the prior-year quarter. The filing attributes much of the larger loss to a $31.3 million change in fair value of a related-party debt derivative liability, while adjusted EBITDA rose to $4.0 million, which matters to shareholders because revenue and reported profit both moved against them.
Q3 2026 revenue was $25.3 million vs. $31.1 million; nine-month revenue was $82.7 million vs. $105.7 million.
Q3 2026 net loss was $40.1 million, or $1.08 per diluted share, vs. a $10.0 million loss, or $0.29 per share, a year earlier.
Q3 change in fair value of debt derivative liability, related party, was a $31.3 million charge; Q3 adjusted EBITDA was $4.0 million vs. $3.1 million.
Liquidity was approximately $38.0 million at September 30, 2026, including $23.0 million in cash and $15.0 million of revolving credit availability.
Perrigo reported third-quarter 2026 net sales of $989 million, down 5.2% from a year earlier, and a GAAP net loss of $27.5 million. The company cut its Core full-year 2026 adjusted EPS outlook to $2.15 to $2.35 from $2.25 to $2.55, citing softer consumer demand, retailer inventory positioning and Europe. It also agreed to sell its Infant Formula business for up to $175 million and expects a $275 million to $375 million impairment loss in the fourth quarter.
All In adjusted diluted EPS was $0.60 versus $0.80 a year earlier, down 25.0%; Core adjusted EPS was $0.61, down 9.0%.
Full-year 2026 Core adjusted EPS outlook is $2.15 to $2.35, down from $2.25 to $2.55; All In outlook is $2.25 to $2.45, up from $2.00 to $2.30 and reflects the Infant Formula divestiture.
Infant Formula sale carries $40 million in upfront cash at closing plus up to $135 million contingent on net sales milestones through 2030.
Expected impairment loss of $275 million to $375 million to be recognized in the fourth quarter of 2026.
Primoris reported third-quarter 2026 revenue of $2.0 billion, down 10.4% from a year earlier, and net income of $51.3 million, or $0.95 per diluted share, versus $1.73 in the third quarter of 2025. The decline was mainly due to lower renewables activity in the Energy segment, and the company updated its full-year 2026 guidance while also declaring a dividend and authorizing a $250 million share purchase program.
Q3 2026 revenue was $2.0 billion, down 10.4%; Energy segment revenue fell 17.6%.
Diluted EPS was $0.95 versus $1.73; adjusted diluted EPS was $1.20 versus $1.88.
Full-year 2026 diluted EPS guidance is $1.20 to $1.35; adjusted EPS guidance is $2.10 to $2.25.
Board declared a $0.08 per share dividend payable about January 15, 2027, and authorized a $250 million buyback with no expiration date.
XMax Inc. released unaudited preliminary third-quarter 2026 results showing net sales of about $6.42 million, down from $9.76 million a year earlier, and an expected net loss of $12.10 million to $13.10 million, driven mainly by a non-cash unrealized loss. The numbers are not final: closing procedures are incomplete, the auditor has not reviewed them, and the complete results are due in a Form 10-Q by November 16, 2026.
Q3 2026 net sales of about $6.42 million versus $9.76 million in Q3 2025; gross margin of about 13.9% versus 10.1%
Expected Q3 2026 net loss of $12.10 million to $13.10 million, primarily a non-cash unrealized loss
Nine-month net sales of about $10.94 million versus $14.95 million; expected nine-month net income of $19.50 million to $20.50 million, mainly a non-cash unrealized gain
Board approved a share repurchase program of up to $30 million; final Form 10-Q expected on or before November 16, 2026
InMed Pharmaceuticals reported a first-quarter fiscal 2027 net loss of $2.3 million for the quarter ended September 30, 2026, up from $1.7 million a year earlier, and cash fell to $1.0 million from $2.2 million at June 30, 2026. The company said its cash is expected to fund operations into mid-November, and it reported shareholders' equity of negative $1.2 million, below Nasdaq's $2.5 million minimum, with a compliance deadline of March 15, 2027. Shareholders vote on the proposed Mentari merger at a meeting on November 4, 2026.
Net loss of $2.3 million, or $0.42 per share, for the quarter ended September 30, 2026, compared with a net loss of $1.7 million, or $0.44 per share, a year earlier
Cash and cash equivalents of $1.0 million at September 30, 2026, versus $2.2 million at June 30, 2026; cash expected to fund operations into mid-November
Shareholders' equity was negative $1.2 million at September 30, 2026; Nasdaq set a March 15, 2027 deadline to regain compliance with its $2.5 million minimum
Annual general and special meeting on November 4, 2026, to consider proposals needed to complete the Mentari merger, which is expected to close in the fourth quarter of calendar 2026
Mosaic reported a third-quarter 2026 net loss of $72 million, or $0.23 per diluted share, compared with net income of $411 million, or $1.29 per share, a year earlier. Net sales fell to $3.1 billion from $3.5 billion, and adjusted EBITDA dropped to $324 million from $806 million, mainly on lower sales volumes and higher raw material costs in phosphate and Mosaic Fertilizantes. For shareholders, the results show a much weaker quarter, with the company citing expected improvement in fourth-quarter free cash flow.
Q3 2026 net loss of $72 million versus net income of $411 million in Q3 2025; diluted loss per share of $0.23 versus earnings of $1.29
Net sales of $3.1 billion versus $3.5 billion a year earlier; operating loss of $97 million
Phosphate operating loss of $194 million; Potash operating earnings of $189 million, down from $229 million
Full-year 2026 potash production now expected to be 8.6 million tonnes; fourth-quarter potash sales volumes expected at 2.3 to 2.6 million tonnes
Comscore reported third-quarter 2026 revenue of $76.2 million, down 14.3% from $88.9 million a year earlier, partly due to the May 2026 divestiture of its Movies business. The company posted a net loss of $65.5 million, compared with net income of $0.5 million, mainly due to a non-cash goodwill impairment charge of $57.3 million and $5.5 million in restructuring costs. Comscore reaffirmed its full-year 2026 revenue outlook of $315 million to $325 million, but the filing shows lower revenue and a sharp swing to a loss for shareholders.
Q3 2026 revenue was $76.2 million, versus $88.9 million in Q3 2025 and $79.4 million on a pro forma basis excluding Movies revenue of $9.5 million
Net loss was $65.5 million, or $(4.26) per share, including a $57.3 million goodwill impairment and $5.5 million in restructuring costs
Adjusted EBITDA was $5.8 million, down from $11.0 million, with the margin falling to 7.6% from 12.4%
Cash, cash equivalents and restricted cash totaled $19.5 million as of September 30, 2026; full-year 2026 revenue outlook of $315 million to $325 million was reaffirmed
Redwood Trust reported a third-quarter 2026 GAAP net loss related to common stockholders of $47.3 million, or $0.39 per basic share, compared with $2.9 million, or $0.03 per share, in the second quarter. GAAP book value per common share fell 4.9% to $6.56, and the company announced a planned transition to a C-corporation in 2027, which it expects to add $0.73 to $0.77 per share to GAAP book value in the fourth quarter of 2026.
Net loss related to common stockholders was $47.3 million ($0.39 per basic share) for Q3 2026, versus $2.9 million ($0.03 per share) in Q2 2026.
Non-GAAP Earnings Available for Distribution was $(0.02) per share, down from $0.15 in Q2 2026; Core Segments EAD was $0.18 per share, down from $0.25.
Unrestricted cash and cash equivalents were $201 million at September 30, 2026, and the non-GAAP recourse leverage ratio rose to 5.2x from 5.0x.
The company plans to transition to a C-corporation in 2027, with an expected initial increase of $0.73 to $0.77 per share in GAAP book value in Q4 2026.
Fortune Brands reported third quarter 2026 net sales of $1.1 billion, down 3.1% from a year earlier, and GAAP diluted EPS of $0.42 after a $73.8 million asset impairment charge. EPS before charges and gains rose 4.6% to $1.14, helped by a $0.28 net tax benefit and $0.14 of net tariff refunds. The company cut its full-year 2026 EPS before charges and gains guidance to $3.20 to $3.30, from a prior midpoint of $3.37, as it sells Fiberon, exits its China business and reduces its EMEA footprint.
Q3 2026 net sales were $1.1 billion, down 3.1%; GAAP operating income was $60.4 million, down 52.0%.
Full-year 2026 EPS before charges and gains guidance is $3.20 to $3.30, versus a prior midpoint of $3.37.
Full-year 2026 net sales guidance is $4,205 million to $4,275 million.
The company entered a purchase agreement to sell Fiberon, exits China commercial operations by Q3 2027, and expects $70 million of annualized SG&A savings by Q1 2027.
QuidelOrtho reported third-quarter 2026 revenue of $619 million, down 12% from the prior year, and a GAAP net loss of $54 million, or $0.78 per diluted share. The company lowered its top-end 2026 guidance for adjusted diluted EPS to $0.65 to $0.70 from $0.65 to $0.90, and launched a restructuring program it expects to save over $80 million a year in 2027, with $30 million to $35 million in one-time charges in the fourth quarter of 2026.
Q3 2026 revenue $619 million, down 12%; Point of Care revenue fell 27% on a softer respiratory season
Q3 GAAP net loss $54 million ($0.78 per share); adjusted diluted EPS $0.31
2026 guidance: revenue $2.52 to $2.54 billion; adjusted EBITDA $540 to $545 million; adjusted EPS $0.65 to $0.70 (previously $0.65 to $0.90)
Effective November 9, 2026, Chief Operations Officer Phil McLellan's role is eliminated; Jonathan Siegrist and Bryan Hanson named heads of the two new businesses
Finance of America reported a third-quarter 2026 net loss of $110 million, or $5.24 per basic share, mainly due to $125 million in non-cash fair value changes. Funded volume rose 24% to $748 million, but total revenues were negative $58 million, compared with $81 million a year earlier, and adjusted EPS fell to $0.28 from $1.33.
Net loss of $110 million, or $5.24 per basic share, for the quarter ended September 30, 2026, versus basic EPS of $0.10 in the prior quarter
Total revenues were negative $58 million, compared with $81 million in Q3 2025
Funded volume rose 24% year over year to $748 million; adjusted EPS was $0.28 versus $1.33 a year earlier
Cash and cash equivalents rose $33 million to $118 million; the company expects to complete a $60 million senior secured notes paydown in November 2026
Angi reported third-quarter 2026 revenue of $242.0 million, down 9% from $265.6 million a year earlier, with net earnings of $1.3 million, or $0.03 per diluted share, versus $10.6 million, or $0.23, in Q3 2025. The company also said it will cut about 300 roles, with expected annual run-rate savings of $50.0 million to $60.0 million and restructuring charges of $18.0 million to $30.0 million, which matter to shareholders because they affect near-term profitability.
Q3 2026 revenue $242.0 million, down 9% year over year; operating income $15.5 million, down from $21.8 million
Adjusted EBITDA rose 6% to $42.2 million; free cash flow was $14.4 million versus $4.9 million in Q3 2025
Workforce reduction of about 300 roles announced November 3, 2026, with $50.0 million to $60.0 million expected annual run-rate savings
Year-to-date operating loss of $227.7 million includes $235.2 million of goodwill and intangible impairments recorded in Q2 2026
Sixth Street Specialty Lending reported third quarter 2026 GAAP net investment income of $0.44 per share and net income of $0.36 per share, down from $0.54 and $0.47 a year earlier. Investment income fell to $99.0 million from $109.4 million, which the company attributed mainly to lower reference rates. The board also declared a fourth quarter base dividend of $0.42 per share, below the $0.46 base dividend shown for the prior comparison period, plus a $0.01 supplemental dividend.
Net investment income per share was $0.44 versus $0.54 in the third quarter of 2025; net income per share was $0.36 versus $0.47.
Investment income was $99.0 million versus $109.4 million a year earlier, mainly due to lower reference rates.
Net asset value per share was $16.19 at September 30, 2026, versus $17.14 at September 30, 2025.
Fourth quarter base dividend of $0.42 per share is payable December 31, 2026 to holders of record as of December 15, 2026; a $0.01 supplemental dividend is payable December 21, 2026 to holders of record as of November 30, 2026.
Skyworks reported fiscal fourth-quarter 2026 results for the period ended October 2, 2026, with revenue of $1,045.7 million, down from $1,100.2 million a year earlier, and GAAP diluted EPS of $0.15 versus $0.94. The company completed its Qorvo combination after the quarter ended, and its December-quarter revenue outlook of $1.80 billion to $1.90 billion, with non-GAAP EPS of $1.25 at the midpoint, is the first guidance for the combined company. Shareholders face lower reported profit and a larger share count and interest cost ahead, with the company targeting $500 million or more in annual cost synergies within 24 to 36 months of close.
Q4 revenue $1,045.7 million vs $1,100.2 million a year earlier; non-GAAP diluted EPS $1.28 vs $1.76
Fiscal 2026 revenue $3.96 billion vs $4.09 billion; GAAP diluted EPS $1.14 vs $3.08
December-quarter revenue outlook $1.80 billion to $1.90 billion; non-GAAP EPS of $1.25 at midpoint on about 241 million diluted shares
Restructuring, impairment and other charges of $82.1 million in the fourth quarter
Key Tronic reported a first-quarter fiscal 2027 net loss of $7.5 million, or $0.69 per share, compared with a net loss of $2.3 million, or $0.21 per share, a year earlier. Revenue was roughly flat, while gross margin fell to 2.5% from 8.4%, and the company said supply chain financing constraints delayed about $18 million of shipments. The company will not issue revenue or earnings guidance for the second quarter, though it reported backlog of $245.9 million, up 76%.
Revenue was $98.7 million, compared with $98.8 million a year earlier.
Gross margin was 2.5%, compared with 8.4%; adjusted gross margin was 4.2%, compared with 9.6%.
Net loss was $7.5 million, or $0.69 per share; adjusted net loss was $7.9 million, or $0.72 per diluted share.
Backlog was $245.9 million, up 76%; the company will not provide second-quarter guidance and says its financial data is preliminary pending auditor review.
Chegg reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $46.5 million, down 40% year-over-year, and a net loss of $4.7 million. It guided fourth-quarter revenue to $38 million to $40 million, below the third-quarter level, and said it fully repaid its remaining convertible debt and ended the quarter with $43.6 million in cash and investments. Director Marcela Martin also said she will resign from the board effective December 10, 2026, saying the decision did not involve a dispute with management.
Q3 2026 total net revenues were $46.5 million, down 40% year-over-year; net loss was $4.7 million and adjusted EBITDA was $5.4 million.
Q4 2026 guidance: total net revenues of $38 million to $40 million, gross margin of 46% to 48%, and adjusted EBITDA of approximately $1 million.
The company said it fully repaid its remaining convertible debt and ended the quarter with $43.6 million in cash and investments.
Director Marcela Martin will resign from the Board effective December 10, 2026, after the December 10 board meeting.
InfuSystem Holdings postponed the release of its third quarter 2026 financial results, which had been scheduled for November 3, 2026, saying it needs more time to complete its quarter-end reporting process. The Company, its Audit Committee and its independent auditor are evaluating whether ERP system implementation costs should be capitalized and amortized instead of expensed as incurred, and any adjustment would be non-cash and would not affect revenue or cash balances.
Third quarter 2026 results, originally due November 3, 2026, postponed with no new date given; the Company will announce one as soon as practicable
Under review: whether ERP implementation costs should be capitalized and amortized over the remaining three-year software subscription term
Costs totaling $4.2 million were expensed as incurred from July 1, 2024 to March 1, 2026, when the ERP system went live
Any accounting adjustment would be non-cash and would not affect revenue or cash balances
Marzetti reported fiscal first-quarter results for the three months ended September 30, 2026. Net sales fell 2.4% to $481.5 million, operating income fell $17.8 million to $41.4 million, and diluted earnings per share were $1.07, down from $1.71 a year earlier. The company cited the cyclospora outbreak, higher diesel and freight costs, and Atlanta plant commissioning costs, while the Bachan's acquisition added $17.8 million in sales.
Consolidated net sales declined 2.4% to $481.5 million; excluding $10.7 million of prior-year temporary supply agreement sales, they declined 0.3%.
Gross margin fell 110 basis points to 23.0%, and SG&A expenses rose $10.9 million to $69.3 million.
Net income was $29.3 million, or $1.07 per diluted share, versus $47.2 million, or $1.71, last year; adjusted diluted EPS was $1.14 versus $1.74.
Quarterly cash dividend per share rose to $1.00 from $0.95 a year earlier.
Alamo Group reported third-quarter 2026 net sales of $403.1 million, down 4.0%, and GAAP net income of $2.0 million, or $0.17 per diluted share, versus $25.4 million, or $2.10, a year earlier. Results include $33.3 million of net pre-tax charges tied to the sale and wind-down of several businesses, including Dixie Chopper and Boxer, and the company also completed its $158.7 million acquisition of Econ Engineering Group on October 27, 2026.
Q3 2026 net sales were $403.1 million, down 4.0% from $420.0 million; adjusted diluted EPS was $2.06 versus $2.34 a year earlier.
Net income was $2.0 million versus $25.4 million in Q3 2025, including $33.3 million of net pre-tax divestiture charges.
Industrial Equipment Division adjusted EBITDA margin fell to 13.4% from 15.5%, while Vegetation Management margin rose to 12.5% from 9.7%.
Econ Engineering Group, a U.K. roadway maintenance truck maker, was acquired on October 27, 2026 for £120.0 million ($158.7 million), funded with revolver borrowings; backlog at September 30, 2026 was $521.3 million versus $618.3 million a
New Mountain Finance reported third-quarter 2026 adjusted net investment income of $24.1 million, or $0.26 per share, down from $0.32 per share a year earlier, and net asset value fell to $10.67 per share from $10.89 at June 30, 2026. The company declared a fourth-quarter 2026 distribution of $0.25 per share, below the $0.32 paid in the prior-year quarter, which lowers the income shareholders receive.
Adjusted net investment income of $24.1 million, or $0.26 per share, versus $0.32 per share in Q3 2025
Total investment income of $60.4 million, compared with $80.5 million in Q3 2025
Net asset value of $10.67 per share at September 30, 2026, versus $10.89 at June 30, 2026
Q4 2026 distribution of $0.25 per share, payable December 31, 2026, to holders of record as of December 17, 2026
Inspire Medical Systems reported third-quarter 2026 revenue of $206.7 million, down 7.9% from a year earlier, and a net loss of $24.4 million, or $(0.84) per diluted share, versus earnings of $0.34 per share in the prior-year quarter. The company narrowed its full-year 2026 revenue outlook to $850 million to $860 million and set a GAAP diluted EPS range of $(0.36) to $(0.10), with the loss driven partly by $24.1 million of restructuring charges and $7.0 million of legal settlement expense.
Q3 2026 revenue of $206.7 million, down from $224.5 million; the company cites U.S. revenue declines tied to coding and reimbursement challenges.
Diluted EPS of $(0.84) versus $0.34 a year earlier; adjusted diluted EPS of $0.14 versus $0.37.
Full-year 2026 revenue outlook narrowed to $850 million to $860 million from $835 million to $875 million; adjusted diluted EPS outlook of $1.20 to $1.40.
Operating cash flow of $46.4 million, compared with $68.5 million in the prior-year quarter.
Great Elm Capital Corp. reported third quarter 2026 results showing lower net investment income, a smaller net asset value per share and a net decrease in net assets from operations. Management cited a challenging credit environment and pressure on its CLO joint venture. The Board declared a $0.25 per share fourth quarter distribution, which is above the quarter's $0.17 per share net investment income.
Net investment income was $2.4 million, or $0.17 per share, versus $4.5 million, or $0.32 per share, in the quarter ended June 30, 2026; total investment income fell to $8.7 million from $10.9 million.
Net asset value per share was $7.40 on September 30, 2026, down from $7.95 on June 30, 2026; net assets were $102.7 million.
Net realized and unrealized losses were $6.6 million, including a $3.3 million decrease in the fair value of the CLO Formation JV investment, resulting in a $4.2 million net decrease in net assets from operations.
The Board declared a $0.25 per share distribution payable December 31, 2026, to holders of record as of December 15, 2026; the Company repurchased 349,653 shares for about $1.7 million from January 1 through October 30, 2026.
Offerpad reported third quarter 2026 revenue of $78.1 million, down 41% from $132.7 million a year earlier, with a net loss of $11.5 million and an Adjusted EBITDA loss of $7.5 million. The company now expects a positive Adjusted EBITDA run rate as it exits Q2 2027, compared with its previous expectation of exiting 2026, and guided fourth quarter revenue to $100 million to $120 million.
Q3 2026 revenue $78.1 million vs. $132.7 million in Q3 2025 (down 41%)
Net loss $11.5 million vs. $11.6 million a year earlier; diluted loss per share $2.30 vs. $3.71
Adjusted EBITDA loss widened to $7.5 million from $4.6 million a year earlier
Positive Adjusted EBITDA run rate now expected as it exits Q2 2027; Q4 2026 guidance is 400 to 475 transactions and $100 million to $120 million revenue
Camping World reported third quarter 2026 revenue of $1.58 billion, down 12.4%, and a net loss of $320.1 million that includes a $286.7 million noncash goodwill impairment. The company said full-year 2026 Adjusted EBITDA will be below the low end of its previously communicated $230 million to $270 million range, and it is not giving further full-year guidance until it discusses its 2027 framework with fourth quarter results.
Third quarter revenue was $1.58 billion, down 12.4%, with new vehicle unit sales down 25.4%.
Net loss was $320.1 million, or $(3.09) per diluted Class A share, versus $(0.64) a year earlier.
Adjusted EBITDA was $36.0 million, down 62.4%, and full-year 2026 Adjusted EBITDA is expected below the $230 million low end of the prior range.
The efficiency program now totals over $150 million of anticipated annualized savings, and Q4 2026 SG&A is expected to decline by more than $50 million year over year.
SITE Centers reported a third-quarter net loss of $5.4 million, or $0.10 per diluted share, versus a $6.2 million loss a year earlier, but operating FFO swung to a $3.1 million loss from $5.6 million of income. Quarterly revenue fell to $4.6 million from $24.5 million as property sales reduced the portfolio, and the company plans to voluntarily delist from the NYSE before trading begins on December 4, 2026, with shares expected to move to the over-the-counter market.
Q3 2026 net loss was $5.4 million ($0.10 per diluted share), compared with a $6.2 million loss ($0.13 per share) in Q3 2025.
Q3 2026 operating FFO was a loss of $3.1 million ($0.06 per diluted share), compared with income of $5.6 million ($0.11 per share) a year earlier.
Year-to-date property and joint venture sales total an aggregate gross sales price of approximately $223.8 million; a $3.00 per share special cash distribution is payable November 5, 2026.
The NYSE was notified of a plan to voluntarily delist common shares before trading begins on December 4, 2026.
Emergent BioSolutions reported third-quarter 2026 total revenues of $110.0 million, down 52% from $231.1 million a year earlier, and a net loss of $32.7 million, compared with net income of $51.2 million in the prior-year quarter. The company lowered its full-year 2026 total revenue forecast to $600 million to $645 million from $645 million to $675 million, and its adjusted EBITDA forecast to $110 million to $140 million from $130 million to $150 million. Chief Financial Officer Rich Lindahl will retire effective December 31, 2026.
Q3 2026 total revenues were $110.0 million versus $231.1 million in Q3 2025; net loss per diluted share was $(0.64) versus $0.91 of net income per diluted share.
2026 total revenue forecast revised to $600 million to $645 million, from $645 million to $675 million previously.
2026 adjusted EBITDA forecast revised to $110 million to $140 million, from $130 million to $150 million previously.
Chief Financial Officer Rich Lindahl retires December 31, 2026; Frank Vargo, Treasurer, becomes interim CFO January 1, 2027.
Adeia reported third-quarter 2026 revenue of $80.2 million, down from $87.3 million a year earlier, and GAAP net income of $2.3 million, down from $8.8 million. The company lowered its full-year 2026 revenue range to $375 million to $415 million from $395 million to $435 million, and it also named Dipti Vachani chief executive officer. For shareholders, the weaker quarter and lower outlook point to a weaker near-term earnings picture.
Q3 2026 revenue was $80.2 million, versus $87.3 million in Q3 2025 and $96.1 million in Q2 2026
GAAP diluted EPS was $0.02 (vs. $0.08 a year earlier); non-GAAP diluted EPS was $0.21 (vs. $0.28)
Full-year 2026 revenue outlook was cut to $375 million-$415 million from $395 million-$435 million; GAAP net income outlook was lowered to $52.8 million-$79.2 million from $57.2 million-$80.4 million
Dipti Vachani was appointed CEO; the CFO said some license deals could slip past year-end
Cipher Digital reported third-quarter 2026 revenue of $26.7 million, down from $71.7 million a year earlier, and adjusted EBITDA of negative $10.0 million, compared with $40.8 million in the prior-year quarter. GAAP net income of $31.6 million was driven by a $127.2 million non-cash gain on the warrant liability, while the operating loss widened to $71.9 million from $37.6 million. The company also said it expanded the Barber Lake lease to a 20-year term with contracted revenue of about $9.1 billion.
Q3 2026 total revenue was $26.7 million, versus $71.7 million in Q3 2025; first HPC lease revenue was $5.9 million
Adjusted EBITDA was negative $10.0 million, compared with $40.8 million a year earlier
GAAP net income was $31.6 million, including a $127.2 million change in fair value of warrant liability; operating loss was $71.9 million
Completed an $850 million offering of 0.000% convertible senior notes due 2032 to fund additional equity investment in Barber Lake
CNA Financial reported third quarter 2026 net income of $196 million, or $0.72 per share, down from $403 million, or $1.48 per share, a year earlier. Core income fell to $203 million, or $0.75 per share, from $409 million, or $1.50 per share, driven by a $137 million after-tax charge from annual long-term care reserve updates and higher catastrophe losses in property and casualty.
Net income $196 million ($0.72 per diluted share) vs. $403 million ($1.48) in Q3 2025; core income $203 million ($0.75) vs. $409 million ($1.50)
Life & Group core loss of $171 million vs. $22 million a year earlier, including a $137 million after-tax unfavorable impact from long-term care reserve assumption updates
P&C combined ratio of 97.0% vs. 92.8%, including 2.8 points of catastrophe impact; catastrophe losses of $78 million vs. $41 million
Board declared a quarterly cash dividend of $0.48 per share, payable December 3, 2026 to holders of record on November 16, 2026
Arbor Realty Trust reported a third-quarter 2026 GAAP net loss of $85.4 million, or $0.51 per diluted share, compared with net income of $38.5 million, or $0.20 per diluted share, a year earlier. Its Board suspended the quarterly common stock dividend effective immediately to preserve capital and maintain financial flexibility, which directly affects shareholder income.
Q3 2026 GAAP net loss of $85.4 million, or $(0.51) per diluted share, versus net income of $38.5 million, or $0.20, in Q3 2025
Distributable loss of $6.9 million, or $(0.04) per diluted share, versus distributable earnings of $72.9 million, or $0.35, a year earlier
Quarterly common stock dividend suspended effective immediately; dividends declared per common share were $0.17 in Q3 2026 versus $0.30 in Q3 2025
Net provision for credit losses of $53.0 million; non-performing loans rose to 32 with a UPB of $647.6 million from 19 with $428.8 million at June 30, 2026
INVE Technologies revised its preliminary unaudited third-quarter 2026 results, first issued on October 21, 2026. Net income of $0.4 million to $0.8 million, or $0.01 to $0.02 per share, is now a net loss of $1.1 million to $1.3 million, or $0.05 to $0.06 per share, driven by post-closing adjustments tied to the asset sale to Trackonomy Systems, Inc. The expected cash balance of $87.1 million as of September 30, 2026 is unchanged, and the figures remain subject to quarter-end closing and auditor review.
Original preliminary net income of $0.4 million to $0.8 million, or $0.01 to $0.02 per share, reported October 21, 2026
Revised preliminary net loss of $1.1 million to $1.3 million, or $0.05 to $0.06 per share
Revisions reflect working capital adjustments and post-closing acceptance of certain customer contracts tied to the Trackonomy Systems, Inc. asset sale
Expected cash balance as of September 30, 2026 of $87.1 million remains unchanged
Koss Corporation reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026. Net sales fell 24.0% year over year and the company posted a net loss of $234,168, compared with net income of $243,729 a year earlier, so shareholders face a weaker quarter on both revenue and profit.
Net sales were $3,094,078, down $976,700 or 24.0% from $4,070,778 a year earlier, with management citing a significant Education customer custom order from the prior year that did not recur.
Net loss was $234,168 versus net income of $243,729 in the prior-year quarter; basic and diluted loss per share was $0.02 compared with earnings of $0.03.
Gross margin declined 50 basis points to 39.5% from 40.0%, as fixed manufacturing overhead absorption on lower sales offset benefits from direct-to-consumer sales and a $76,000 tariff refund.
Direct-to-consumer sales represented approximately 37% of total turnover, per management.
PennyMac Mortgage Investment Trust reported a third-quarter 2026 net loss attributable to common shareholders of $36 million, or $(0.41) per share, compared with $20 million of net income in the prior quarter. The board also raised its share repurchase authorization from $500 million to $630 million, and CEO David Spector said the company expects to reduce its dividend in favor of buybacks; CFO Daniel Perotti will be succeeded by Kevin Ryan on January 1, 2027.
Q3 2026 net loss attributable to common shareholders was $36 million, or $(0.41) per share, versus net income of $20 million in Q2 2026 and $48 million in Q3 2025.
Adjusted EPS was $0.35, up from $0.25 in Q2 2026 but down from $0.37 in Q3 2025.
Book value per share was $14.03 at September 30, 2026, down from $14.83 at the prior quarter end.
Kevin Ryan will become CFO on January 1, 2027; Daniel Perotti resigns as CFO effective December 31, 2026 and will serve in an advisory role. The board raised the buyback authorization to $630 million on October 26, 2026.
Cherry Hill Mortgage Investment Corporation reported a GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per share, for the quarter ended September 30, 2026, compared with net income of $1.3 million, or $0.04 per share, in the prior quarter. Earnings available for distribution fell slightly to $5.2 million, or $0.14 per diluted share, and book value per share was $2.73, while the company's pending merger with TPG Mortgage Investment Trust continues and no earnings call will be held.
GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per diluted share, for Q3 2026, versus net income of $1.3 million, or $0.04 per diluted share, for Q2 2026
Earnings available for distribution of $5.2 million, or $0.14 per diluted share, versus $5.5 million, or $0.15 per diluted share, in Q2 2026
Common book value per share of $2.73 at September 30, 2026; regular common dividend of $0.10 per share declared, payable October 30, 2026
Merger agreement with TPG Mortgage Investment Trust, announced August 10, 2026, has an implied transaction value of $117.5 million; no webcast or conference call will be held due to the pending deal
OFS Capital Corporation reported a third quarter 2026 loss of $0.86 per common share, compared with earnings of $0.42 per share in the prior quarter, and net investment income fell to $0.05 per share from $0.08. Net asset value per share dropped from $8.41 to $7.38, mainly due to a $0.89 per share net loss on investments and a $0.17 quarterly distribution that exceeded net investment income. A lawsuit filed October 26, 2026 by Pfanstiehl Holdings challenges the October 5 transaction that moved a stake in Pfanstiehl out of a wholly owned subsidiary, and seeks to unwind it.
Net investment income was $0.05 per share for the quarter ended September 30, 2026, down from $0.08 in the quarter ended June 30, 2026
Loss per share was $0.86 for the quarter, versus earnings of $0.42 per share in the prior quarter
Net asset value per share fell to $7.38 as of September 30, 2026, from $8.41 as of June 30, 2026
The board declared a fourth quarter 2026 distribution of $0.17 per share, payable January 7, 2027 to holders of record as of December 18, 2026
Invesco Mortgage Capital reported a net loss attributable to common stockholders of $98.8 million, or $0.92 per share, for the quarter ended September 30, 2026, compared with net income of $31.8 million, or $0.34 per share, in the second quarter. Book value per common share fell 16.1% to $6.74 from $8.03 at June 30, 2026, and the economic return for the quarter was (11.6)%, which reduces the value shareholders hold in the company's common stock.
Net loss attributable to common stockholders of $98.8 million, or $0.92 per share, versus net income of $31.8 million, or $0.34 per share, in Q2 2026.
Book value per common share of $6.74 as of September 30, 2026, versus $8.03 as of June 30, 2026; economic return of (11.6)% for the quarter.
Monthly common stock dividends totaled $0.36 per share, unchanged from Q2 2026.
Earnings available for distribution of $0.47 per share, versus $0.50 in Q2 2026 (non-GAAP measure).
MVB Financial Corp. reported third-quarter 2026 net income of $0.4 million, or $0.03 per diluted share, down from $12.3 million, or $0.93 per diluted share, in the second quarter and $17.1 million, or $1.32, a year earlier. The company attributed the drop mainly to a $9.9 million provision for credit losses, of which it said $13.1 million of the nonperforming loan increase related to one land loan, while net interest income rose 1.0% from the prior quarter.
Net income of $0.4 million, or $0.03 per diluted share, versus $17.1 million, or $1.32, in third quarter 2025.
Provision for credit losses of $9.9 million, compared with $4.7 million in the prior quarter.
Net interest income rose 1.0% to $32.6 million; total noninterest income fell to $7.8 million from $18.8 million, which included a $10.0 million pretax Fintech investment gain.
Book value per common share was $25.35 at September 30, 2026, compared with $26.61 at June 30, 2026.
First Northwest Bancorp reported a net loss of $743,000, or $0.08 per share, for the third quarter of 2026, compared with net income of $308,000 in the second quarter of 2026 and $802,000 in the third quarter of 2025. The company attributed the loss partly to a nonrecurring $1.3 million expense for settling a previously disclosed lawsuit and a higher provision for credit losses, and book value per share fell to $15.65 from $16.66 a quarter earlier.
Net loss of $743,000 ($0.08 per share) for Q3 2026, versus net income of $308,000 ($0.03 per share) in Q2 2026 and $802,000 ($0.09 per share) in Q3 2025
Noninterest expense included a nonrecurring $1.3 million legal settlement expense; the provision for credit losses was $739,000 versus a recapture of $540,000 in Q2 2026
Net interest margin rose to 2.96% from 2.95% in Q2 2026; nonperforming loans fell to $19.9 million from $20.7 million
Total shareholders' equity decreased to $148.8 million at September 30, 2026, from $158.3 million three months earlier
AGCO reported third-quarter 2026 net sales of $2.3 billion, down 8.6% from a year earlier, with adjusted earnings of $1.05 per share versus $1.35 in the third quarter of 2025. It also gave a full-year 2026 adjusted EPS outlook of about $5.50 and projected 2026 net sales of $9.8 billion to $10.0 billion, citing the weakest global industry demand in more than a decade.
Q3 2026 net sales were $2.3 billion, down 8.6%; Europe/Middle East sales fell 19.1% and Latin America fell 15.4%
Reported EPS was $0.75 versus $4.09 a year earlier, which included gains from 2025; adjusted EPS was $1.05 versus $1.35
Full-year 2026 adjusted EPS outlook is about $5.50, with adjusted operating margin projected at about 7.0%
Nine-month 2026 adjusted EPS was $3.42 versus $3.11 in the same period of 2025, while nine-month net sales rose 0.7%
BCB Bancorp reported a third-quarter 2026 net loss attributable to common stockholders of $132.5 million, or ($6.92) per diluted share, driven by a $115.0 million provision for credit losses and a $59.9 million non-cash deferred tax asset valuation allowance. The company also completed a $98.0 million equity offering and sold $204.3 million of problem loans, and it reorganized its executive team, which matters to shareholders given the size of the loss and the change in per-share results.
Q3 2026 net loss attributable to common stockholders was $132.5 million, or ($6.92) per diluted share, versus ($0.85) in Q2 2026 and $0.22 earnings per share in Q3 2025.
Provision for credit losses was $115.0 million in Q3 2026, compared with $19.0 million in Q2 2026 and $4.1 million in Q3 2025.
The company completed a $98.0 million underwritten public offering and sold $204.3 million of problem loans during the quarter.
Ryan Blake moved from Chief Operating Officer to Chief Banking Officer of the Bank, and Eleni Willis was appointed Chief Risk Officer.
Monro reported second-quarter fiscal 2027 sales of $283.6 million, down 1.8%, and a net loss of $1.6 million, or $0.05 per diluted share, versus net income of $5.7 million and $0.18 per share a year earlier. The company is not providing fiscal 2027 guidance and said it will offer its outlook on its earnings call, so shareholders have no formal forecast yet.
Q2 operating income fell to $2.6 million from $12.8 million, with store closing costs up $6.1 million year over year.
Comparable store sales fell 1.8%, with tires and brakes down 4% and batteries up 8%.
On October 23, 2026, Monro entered $375.0 million of senior secured credit facilities with Ares Capital Corporation, maturing in 2030.
Monro is not providing fiscal 2027 financial guidance at this time.
Blackstone Mortgage Trust reported a third-quarter 2026 net loss attributable to the company of $327 million, or $(1.95) per share, and declared a fourth-quarter 2026 dividend of $0.30 per share. The Q3 dividend paid was $0.47 per share, so the declared Q4 payout is lower. The loss was driven by a $264.8 million increase in credit loss reserves and other charges, which matters to shareholders because it reduces book value and the dividend is their main return.
Q3 2026 net loss attributable to the company was $327 million, or $(1.95) per share, compared with net income of $63 million, or $0.37 per share, in Q3 2025.
Distributable EPS was $0.38 and Distributable EPS prior to realized gains and losses was $0.42, versus $0.48 in Q2 2026.
The Board declared a Q4 2026 dividend of $0.30 per share, payable January 15, 2027, to holders of record as of December 31, 2026; the Q3 dividend paid was $0.47 per share.
Book value per share was $17.06 at September 30, 2026, down from $19.31 at June 30, 2026, and CECL reserves were $606 million.
Pilgrim's Pride furnished an overview of its third-quarter 2026 results, to be referenced on its October 29, 2026 earnings call. Net revenue fell slightly year over year, while net income, EPS and adjusted EBITDA dropped sharply, with the company citing lower commodity market pricing and higher grain costs.
Q3 2026 net income was $116.3 million, versus $343.1 million in Q3 2025; EPS was $0.49, versus $1.44.
Q3 2026 net revenue was $4.65 billion, versus $4.76 billion a year earlier.
Adjusted EBITDA was $316.3 million (6.8% margin), versus $633.1 million (13.3% margin) in Q3 2025.
Nine-month 2026 net income was $231.0 million, versus $995.4 million for the same period of 2025.
Pilgrim's Pride reported third quarter 2026 results with net sales of $4.7 billion, down 2.2% from a year earlier, and GAAP EPS of $0.49 versus $1.44. The company said lower U.S. commodity cutout values and higher supply pressured chicken pricing, while Adjusted EBITDA fell 50% to $316.3 million, which matters to shareholders because core profitability declined sharply.
Net income was $116.3 million versus $343.1 million in the same quarter of 2025.
Adjusted EBITDA was $316.3 million, a 6.8% margin, versus $633.1 million and 13.3% a year earlier.
Net leverage ratio was 1.76x Adjusted EBITDA, below the company's target range of 2x to 3x.
A conference call is scheduled for October 29, 2026 at 7 a.m. MT (9 a.m. ET).
Titan International reported third-quarter 2026 results with continuing-operations net sales of $335.2 million, down from $357.3 million a year earlier, and a net loss attributable to Titan of $42.7 million, or $0.66 per share, which included a $38.5 million loss on the sale of discontinued operations. The company also updated its fourth-quarter and full-year 2026 guidance, which includes the pending sale of its ITM undercarriage business expected to close in January 2027.
Q3 2026 continuing-operations net sales were $335.2 million, down 6.2% from $357.3 million in Q3 2025.
Net loss attributable to Titan and common shareholders was $42.7 million ($0.66 per share), compared with a $2.3 million loss a year earlier.
Adjusted EBITDA from continuing operations was $16.4 million, versus $20.3 million in the prior-year quarter.
Q4 2026 sales guidance is $410 million to $430 million; full-year 2026 sales guidance is $1.85 billion to $1.87 billion, with Adjusted EBITDA of $91 million to $101 million including ITM.
DBV Technologies reported a third-quarter 2026 net loss of $64.5 million, up from $33.2 million a year earlier, as research, sales, and administrative spending rose ahead of a potential U.S. launch. The filing states that substantial doubt exists about the company's ability to continue as a going concern, and that its $165.7 million in cash funds operations only into the third quarter of 2027. Shareholders should note that the company says it will need additional capital, with availability and terms uncertain.
Q3 2026 net loss was $64.5 million versus $33.2 million in Q3 2025; net loss per share was $0.14 versus $0.24.
Cash and cash equivalents were $165.7 million as of September 30, 2026, which the company says funds operations into the third quarter of 2027.
The BLA for the VIASKIN Peanut Patch in children aged 4 through 7 was submitted on September 29, 2026, with Priority Review requested; FDA's filing decision is expected in Q4 2026.
The company refreshed its $150 million ATM program and reports a $50 million gross proceeds sale of ADSs to RA Capital Management.
Community Health Systems reported a third-quarter 2026 net loss attributable to stockholders of $86 million, or $(0.63) per share, compared with net income of $130 million, or $0.96 per share, a year earlier. Net operating revenues fell 10.7% to $2.757 billion, which the company attributed in part to divestitures, and the company issued updated 2026 annual earnings guidance. CEO Kevin Hammons said payor mix and acuity did not develop as expected and negatively affected third-quarter results and expectations for the rest of the year, so shareholders face weaker near-term profitability. The guidance figures are not in the text provided.
Q3 net operating revenues $2.757 billion, down 10.7% from $3.087 billion; same-store net operating revenues up 3.8%
Q3 net loss attributable to stockholders $(86) million, or $(0.63) per share, versus net income of $130 million, or $0.96 per share, in Q3 2025
Adjusted EBITDA $280 million versus $376 million a year earlier; net cash from operations $155 million versus $70 million
Updated 2026 annual earnings guidance is in the press release on pages 16 and 17; the figures are not included in the text provided
KKR Real Estate Finance Trust reported a third-quarter 2026 net loss attributable to common stockholders of $6.4 million, or $0.11 per diluted share, down from a $121.8 million loss in the second quarter but a swing from $8.1 million of net income a year earlier. Distributable loss widened to $152.0 million, or $2.64 per share, mainly due to a $155.9 million realized loss on loan write-offs, and book value fell to $10.14 per share.
Q3 2026 net loss attributable to common stockholders was $6.4 million ($0.11 per diluted share), versus a $121.8 million loss ($1.95 per share) in Q2 2026.
Distributable loss was $152.0 million ($2.64 per share), compared with a $36.4 million loss ($0.58 per share) in Q2 2026, driven by a $155.9 million realized loss on loan write-offs.
Liquidity was $853.5 million as of September 30, 2026, and common book value was $582.5 million, or $10.14 per share.
Q3 2026 dividend was $0.10 per share; the company also cited $1.5 million of strategic review expenses during the quarter.
Century Communities reported third-quarter 2026 results on October 28, 2026, with net income of $12.6 million, or $0.44 per diluted share, down from $37.4 million, or $1.25, a year earlier, and total revenues of $864.5 million, down from $980.3 million. The company now expects 2026 home deliveries of 9,350 to 9,650 and home sales revenues of $3.3 billion to $3.4 billion, which it attributed to the impact of increased mortgage rates on orders and deliveries. Shareholders face weaker profit and a lower volume outlook, partly offset by a record community count and record book value per share.
Q3 net income $12.6 million ($0.44 diluted EPS) vs. $37.4 million ($1.25) a year earlier; adjusted diluted EPS $1.01 vs. $1.52
Total revenues $864.5 million vs. $980.3 million; deliveries 2,442 homes vs. 2,486
Updated 2026 outlook: 9,350 to 9,650 home deliveries and $3.3 billion to $3.4 billion in home sales revenues, citing higher mortgage rates
Acquired HistoryMaker Homes assets on October 7, 2026; community count a record 343 and book value per share a record $90.61
Hudson Technologies reported third-quarter 2026 revenue of $59.4 million, down from $74.0 million a year earlier, and net income of $2.0 million, or $0.05 per diluted share, versus $12.4 million, or $0.27, in the prior-year quarter. Gross margin fell to 25% from 32% on lower refrigerant pricing, and the company kept its full-year 2026 gross margin target in the low-to-mid-twenties percent range. Shareholders face weaker headline results, though the company reported $35.3 million in cash and said it is debt-free.
Q3 revenue was $59.4 million versus $74.0 million, with sales volume down 9% and selling prices down 17%.
Q3 gross margin was 25% versus 32%, and SG&A expenses rose to $10.8 million from $8.9 million.
Nine-month net income was $7.3 million, or $0.17 per diluted share, versus $25.3 million, or $0.56, in the prior-year period.
Full-year 2026 gross margin target in the low-to-mid-twenties percent range was reaffirmed; cash was $35.3 million at September 30, 2026.
Farmland Partners reported a third-quarter 2026 net loss of $15.5 million, or $0.36 per share, after recording $12.0 million in asset impairments tied to California properties. Total operating revenues fell 13.1% and AFFO turned negative, and the company's 2026 AFFO per share guidance decreased from the prior quarter. Shareholders face weaker earnings and lower guidance, though the company repurchased 1,652,147 shares and declared a $0.09 quarterly dividend.
Net loss of $15.5 million, or $0.36 per share, versus net income of $0.5 million, or $0.00 per share, a year earlier; includes $12.0 million of impairments.
Total operating revenues fell 13.1% to $9.8 million; AFFO was negative $2.1 million, or $0.05 per share.
2026 AFFO per share guidance decreased compared with the prior quarter; details are on page 15 of the supplemental package.
Repurchased 1,652,147 shares at a weighted average price of $10.32; quarterly dividend of $0.09 per share is payable January 15, 2027.
NewtekOne reported third-quarter 2026 basic and diluted earnings per share of $0.34, down from $0.68 and $0.67 a year earlier and from $0.48 and $0.47 in the second quarter. Net income was $10.7 million, compared with $17.9 million a year earlier, and the company kept its 2026 EPS guidance of $1.70 to $1.80. For shareholders, profit fell sharply even though net interest income and deposits grew.
Q3 2026 basic and diluted EPS of $0.34 and $0.34, versus $0.68 and $0.67 in Q3 2025 and $0.48 and $0.47 in Q2 2026
Net income of $10.7 million, versus $17.9 million in Q3 2025; return on average equity was 9.2%, versus 20.4% a year earlier
Net interest income rose to $19 million, up 26% from Q2 2026 and 30% from Q3 2025
2026 EPS guidance range of $1.70 to $1.80 maintained; quarterly common dividend of $0.19 per share paid October 1, 2026
MIMEDX reported third-quarter 2026 net sales of $62 million, down 45% from $114 million a year earlier, and a net loss of $9 million compared with net income of $17 million in the prior-year quarter. Wound sales fell 71% year over year, while Surgical sales rose 9%, and the company now expects 2026 net sales of $250 million to $260 million. The results and the pending Sanara MedTech acquisition, which still awaits FTC review, bear directly on shareholder value.
Q3 2026 net sales were $62 million versus $114 million a year earlier; diluted loss per share was $0.06 versus earnings of $0.11.
Adjusted EBITDA was $2 million in the quarter, compared with $35 million in the third quarter of 2025.
The company now expects 2026 net sales of $250 million to $260 million and fourth-quarter Adjusted EBITDA above the third quarter.
A patent license agreement with a wound care competitor provides $25 million payable in five $5 million installments, with the first already received.
RenaissanceRe reported a third-quarter 2026 net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, compared with net income of $907.7 million, or $19.40 per diluted share, a year earlier. Operating income available to common shareholders fell to $512.6 million, or $12.71 per diluted share, from $733.7 million, or $15.62, and the combined ratio rose to 79.7% from 68.4%, reflecting 2026 large loss events, mainly the Middle East War, the Ras Laffan Explosion and the Colombian Earthquake, and mark-to-market investment losses.
Net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, versus net income of $907.7 million, or $19.40, in Q3 2025.
Operating income available to common shareholders of $512.6 million, or $12.71 per diluted share, versus $733.7 million, or $15.62, in Q3 2025.
Combined ratio of 79.7% versus 68.4%; 2026 Large Loss Events reduced the underwriting result by $191.4 million.
Repurchased $310.1 million of common shares in Q3 2026 and a further $143.8 million from October 1 to October 23, 2026.
EQT reported third quarter 2026 results with lower sales volume, net income and per-share earnings than a year earlier. The company also announced its acquisition of Range Resources, and it cut net debt to $5.5 billion from $7.7 billion at the end of 2025.
Net income attributable to EQT was $279 million, down from $336 million, and diluted EPS was $0.44, down from $0.53.
Sales volume fell to 583 Bcfe from 634 Bcfe, and free cash flow attributable to EQT was $283 million, down from $484 million.
Net debt was $5.5 billion at September 30, 2026, compared with $7.7 billion at December 31, 2025.
The company canceled its third quarter earnings call following the announcement of the Range acquisition.
National Bank Holdings Corporation (NBHC) reported a third-quarter 2026 net loss of $8.8 million, or $0.20 per diluted share, compared with net income of $26.5 million, or $0.58 per diluted share, in the second quarter. The loss was driven mainly by $40.6 million of provision expense tied to specifically identified commercial credits, mainly in the franchise and healthcare industries, and $15.2 million of acquisition and restructuring expense. Tangible book value per share fell to $25.37 from $26.23.
Net loss of $8.8 million, or $(0.20) per diluted share, versus net income of $26.5 million, or $0.58, in the second quarter and $35.3 million in the third quarter of 2025
Provision expense of $40.6 million versus $1.5 million in the second quarter; adjusted net income was $2.9 million, or $0.06 per diluted share
On October 24, 2026, NBH Bank agreed to sell its Palm Beach, Florida banking center with about $0.2 billion of loans and deposits, with a deposit premium of 5.00% and a minimum of $8.8 million; closing is expected in mid-2027
NBHC repurchased $11.9 million of shares in the third quarter; the common equity tier 1 capital ratio was 11.69%
Enphase Energy reported third-quarter 2026 revenue of $293.3 million, slightly up from $291.9 million in the second quarter but down from $410.4 million a year earlier. GAAP net income fell to $23.4 million, or $0.17 per diluted share, from $66.6 million a year earlier, and the company guided fourth-quarter revenue to $225.0 million to $255.0 million, below the third-quarter level.
Q3 2026 GAAP diluted EPS was $0.17 versus $0.50 in Q3 2025; non-GAAP diluted EPS was $0.41 versus $0.90, with an impairment in investments reducing EPS by $0.15 on a GAAP basis.
U.S. sell-through rose 5% sequentially but fell 35% year over year; Europe sell-through fell 12% sequentially.
Fourth-quarter 2026 guidance calls for GAAP gross margin of 38.0% to 41.0% and revenue of $225.0 million to $255.0 million, including about $51.2 million of safe harbor revenue.
Smithfield Foods reported fiscal third-quarter 2026 sales of $3.4 billion, down 8.3%, and operating profit of $127 million versus $310 million a year earlier. The company also updated its fiscal 2026 outlook, now calling for total adjusted operating profit of $900 million to $1 billion, and said the Nathan's Famous acquisition closed on October 26, 2026.
Q3 sales of $3.4 billion, down 8.3%; operating profit of $127 million vs. $310 million; adjusted operating profit of $145 million
Diluted EPS of $0.23 vs. $0.63 a year earlier; adjusted diluted EPS of $0.26 vs. $0.58
Packaged Meats operating profit rose to $230 million from $226 million, while Fresh Pork posted a $89 million loss
FY 2026 outlook: total adjusted operating profit of $900 million to $1 billion; Nathan's Famous acquisition closed October 26, 2026
Simply Good Foods reported fiscal fourth-quarter and full-year 2026 results and gave fiscal 2027 guidance calling for lower net sales and Adjusted EBITDA. For the full year, the company recorded a net loss of $155.9 million after a $331.0 million non-cash impairment charge, compared with net income of $103.6 million a year earlier. The outlook for fiscal 2027 projects further declines, which matters to shareholders because it points to weaker sales and earnings ahead.
Fiscal 2026 net sales were $1,356.5 million, down 6.5%, and Adjusted Diluted EPS was $1.70 versus $1.92
Fourth-quarter net income was $30.5 million versus a net loss of $12.4 million a year earlier, while Adjusted EBITDA fell 13.2% to $57.5 million
Fiscal 2027 outlook: net sales down 13% to 17%, Adjusted EBITDA down 9% to 14%, and first-quarter net sales down 19% to 22%
Noble reported a third-quarter 2026 net loss of $117 million, or $0.73 per diluted share, compared with a loss of $21 million a year earlier, and Adjusted EBITDA of $201 million versus $254 million. Full-year guidance narrowed, with the Adjusted EBITDA top end lowered to $900 million from $925 million and the Capital Expenditures range raised, which matters to shareholders because it signals lower top-end earnings and higher spending for 2026.
Q3 2026 total revenue was $729 million, versus $798 million in Q3 2025 and $720 million in Q2 2026.
Full-year 2026 Adjusted EBITDA guidance narrowed to $850-$900 million from $850-$925 million; revenue guidance narrowed to $2,850-$2,900 million.
Full-year 2026 Capital Expenditures guidance raised to $680-$705 million from $615-$665 million, primarily due to higher customer reimbursable spending.
Board approved a $0.50 per share dividend for Q4 2026, payable December 17, 2026, to holders of record on November 25, 2026.
Whirlpool reported third-quarter 2026 net sales of $3.68 billion, down 8.8% from a year earlier, and a GAAP net loss available to common shareholders of $249 million, or $3.80 per diluted share, compared with earnings of $1.29 per share a year earlier. The company now expects a full-year 2026 GAAP loss of $4.95 per diluted share and cut its expected full-year net sales to about $14.5 billion, versus $15.5 billion reported for 2025.
Q3 2026 ongoing EBIT was $97 million, down 46.1% from $180 million, with ongoing EBIT margin of 2.6% versus 4.5%
Q3 2026 ongoing loss per diluted share was $(0.21), compared with ongoing earnings of $2.09 in Q3 2025
2026 outlook: GAAP loss per diluted share of about $(4.95), ongoing loss of about $(1.30), and free cash flow of approximately $300 million
Net debt expected below $4.5 billion at year end 2026, improved from under $5 billion previously
Jazz Pharmaceuticals estimates a pre-tax charge of approximately $755 million for acquired in-process research and development from its Actio Biosciences acquisition, which closed September 15, 2026, in its third quarter of 2026. The company says the non-deductible charge would reduce both GAAP and non-GAAP adjusted earnings per share by approximately $11.00, and the figures are preliminary and subject to closing procedures.
Pre-tax acquired IPR&D expense of approximately $755 million expected in the quarter ended September 30, 2026
The charge is not tax deductible and is estimated to reduce GAAP and non-GAAP adjusted EPS by approximately $11.00 each
Actio Biosciences, Inc. acquisition was completed on September 15, 2026; quarterly results have not been finalized and may differ
Datavault AI said its audit committee and management concluded that financial statements for periods from September 2025 through June 2026 should no longer be relied upon, because Bitcoin tied to a Scilex equity purchase did not qualify as a company asset. The company expects to reduce total assets across the affected periods and is reassessing its going concern evaluation, and it has not yet set a timing for restated filings.
The Scilex equity purchase, signed September 25, 2025, was valued at $150 million, payable in Bitcoin.
Expected total asset reductions are $8.1 million (September 30, 2025), $92.2 million (December 31, 2025), $57.1 million (March 31, 2026) and $49.0 million (June 30, 2026).
The company said it requested a Bitcoin withdrawal in June 2026 and, as of the filing date, has been unable to complete it.
The company cites Nasdaq continued listing compliance and its going concern status as risks, and says it may identify additional errors.
Medifast reported third quarter 2026 revenue of $72.0 million, down 19.4% from $89.4 million a year earlier, as active earning coaches fell 47.7% to 10,200. The company posted a net loss of $17.5 million, or $1.57 per share, compared with a loss of $2.3 million, or $0.21 per share, a year earlier, and it expects coach numbers to keep declining through the end of 2026. For shareholders, the filing shows weaker sales and a larger loss, partly driven by Catalyst Restructuring charges, with full-year 2026 loss per share guidance of $1.80 to $2.05.
Revenue $72.0 million, down 19.4% from $89.4 million; active earning coaches 10,200, down 47.7% from 19,500
Net loss $17.5 million, or $1.57 per diluted share; non-GAAP adjusted net loss $2.1 million, or $0.19 per share
Fourth quarter 2026 revenue guided to $55 million to $75 million; full-year 2026 revenue guided to $280 million to $300 million
Cash, cash equivalents and investment securities of $172.5 million with no debt as of September 30, 2026
Gentex reported third-quarter 2026 net sales of $647.7 million, down from $655.2 million a year earlier, with GAAP diluted EPS of $0.43 versus $0.46. The company also lowered its 2026 gross margin guidance to 34.0% to 34.5% from 34.5% to 35.5%, citing higher precious metal costs and lower-than-expected sales, which matters to shareholders because it signals weaker profitability for the year.
Q3 2026 net income attributable to Gentex was $90.6 million, compared with $101.0 million in Q3 2025
Q3 gross margin was 33.4%, compared with 34.4% a year earlier
2026 gross margin guidance was cut to 34.0% to 34.5%; full-year revenue outlook of approximately $2.65 billion was kept at the low end of the prior range
The company repurchased 5.7 million shares for $132.6 million in the quarter and has about 24.3 million shares left under its plan
First Citizens BancShares reported third-quarter 2026 net income of $606 million, down from $672 million in the second quarter, and earnings per common share of $51.23 versus $55.52. The Board also authorized a share repurchase program of up to $1.2 billion of Class A common stock during 2027, though the company is not obligated to buy any minimum amount.
Net income available to common stockholders was $577 million, or $51.23 per share, down $63 million from $640 million, or $55.52 per share, in the second quarter.
Adjusted earnings per common share were $55.37, compared with $57.09 in the second quarter.
Net interest income rose $43 million to $1.70 billion, while noninterest income fell $42 million to $734 million.
The new 2027 repurchase plan authorizes up to $1.2 billion; the company repurchased $600 million of Class A shares in the third quarter.
Sallie Mae (SLM) reported a third-quarter 2026 GAAP net loss of $0.19 per diluted share, compared with earnings of $0.63 a year earlier, as provisions and expenses rose alongside record private education loan originations of $3.4 billion. The company cut its full-year 2026 diluted EPS guidance to $1.95-$2.05 from $3.10-$3.20 and raised its net charge-offs forecast to $400-$420 million from $365-$385 million, a change that weighs on shareholder earnings expectations.
Q3 2026 GAAP net loss per diluted share of $0.19 versus $0.63 in Q3 2025; net loss of $32 million
Full-year 2026 diluted EPS guidance lowered to $1.95-$2.05 from $3.10-$3.20
Full-year net charge-offs guidance raised to $400-$420 million from $365-$385 million
Q3 net charge-offs of $90 million, up from the year-ago quarter, and $132.2 million of share repurchases in the quarter
Hilltop Holdings reported third-quarter 2026 income attributable to common stockholders of $24.9 million, or $0.44 per diluted share, down from $45.8 million, or $0.74 per share, a year earlier. The company said economic conditions will continue to have an adverse impact on its operating results for the rest of 2026, and its board declared a $0.22 quarterly dividend.
Q3 2026 diluted EPS was $0.44, versus $0.63 in Q2 2026 and $0.74 in Q3 2025
Noninterest income fell 14.1% year over year to $187.1 million; provision for credit losses was $10.2 million
Quarterly dividend of $0.22 per share is payable November 20, 2026, to holders of record on November 6, 2026
Company repurchased 512,075 shares for $20.0 million in Q3 and has about $86 million of repurchase capacity left through January 2027
Sonoco reported a third-quarter 2026 GAAP net loss of $732 million, or $7.36 per diluted share, driven by an $829 million non-cash goodwill impairment charge. Net sales fell 4.2% to $2.0 billion and adjusted EPS fell 13.0% to $1.67, and the company revised its full-year 2026 guidance. The impairment and weaker results weigh on shareholders, while the company cited strong operating cash flow and a refinancing.
Q3 2026 GAAP net loss of $732 million ($7.36 per diluted share) versus net income of $123 million ($1.23 per share) a year earlier
Q3 net sales of $2.0 billion, down 4.2%; adjusted EPS of $1.67 versus $1.92, down 13.0%
Revised full-year 2026 guidance: adjusted diluted EPS of $5.30 to $5.50 and adjusted EBITDA of $1.20 billion to $1.25 billion
Q3 operating cash flow of $285 million; $800 million term loan refinanced, with $300 million of delayed-draw capacity remaining
FS Bancorp reported third-quarter 2026 net income of $4.9 million, or $0.63 per diluted share, down from $9.2 million, or $1.18 per diluted share, a year earlier. The company also declared a regular quarterly dividend of $0.29 per share, payable November 20, 2026, to holders of record on November 6, 2026.
Q3 2026 net income was $4.9 million, or $0.63 per diluted share, versus $7.9 million ($1.04) in Q2 2026 and $9.2 million ($1.18) in Q3 2025.
Nine-month net income was $20.7 million, or $2.62 per diluted share, versus $24.9 million ($3.18) for the same period in 2025.
The Pacific West Bancorp acquisition closed August 19, 2026; the Home Lending segment reported a net loss of $806,000 in Q3 due to rising interest rates.
Quarterly cash dividend of $0.29 per share, payable November 20, 2026, to stockholders of record as of November 6, 2026.
Molina Healthcare reported third-quarter 2026 GAAP net income of $38 million, or $0.73 per diluted share, down 52% from a year earlier, on total revenue of $11.08 billion, down from $11.48 billion. The company reaffirmed its full-year 2026 guidance of adjusted earnings of at least $5.25 per diluted share and premium revenue of about $42 billion. For shareholders, profit fell sharply while guidance was held, and the full-year outlook includes a $1.50 per share loss tied to a new Florida Medicaid contract in the fourth quarter.
GAAP EPS was $0.73 versus $1.51 a year earlier; adjusted EPS was $0.89 versus $1.84.
Total revenue was $11.08 billion versus $11.48 billion; premium revenue fell 4% on lower Medicaid and Marketplace membership.
Consolidated medical care ratio rose to 92.9% from 92.6%; the company attributed the profit decline mainly to this higher ratio.
Full-year 2026 guidance was reaffirmed, including at least $5.25 adjusted EPS and at least $2.38 GAAP EPS, and includes a $1.50 per share loss from the new Florida Medicaid contract.
Las Vegas Sands reported third-quarter 2026 net revenue of $3.22 billion, down from $3.33 billion, and net income of $352 million, down from $491 million. Diluted earnings per share were $0.48 compared with $0.61 a year earlier. The board also approved a 20% increase in the recurring common stock dividend for 2027, to $1.44 per share annually, while the company repurchased $950 million of its stock during the quarter.
Net revenue was $3.22 billion versus $3.33 billion in the third quarter of 2025
Net income was $352 million versus $491 million; diluted EPS was $0.48 versus $0.61
Board raised the 2027 recurring annual dividend 20% to $1.44 per share ($0.36 per quarter)
Repurchased $950 million of common stock in the quarter; $5.06 billion remained under the authorization as of September 30, 2026
Rocky Mountain Chocolate Factory reported a fiscal second-quarter net loss of $1.3 million, up from $0.7 million a year earlier, on total revenue of $6.7 million, down from $6.8 million. The company also sold its Durango facility for $6.6 million to a company controlled by the family of its interim CEO and took a $2.0 million Alpine Bank term loan secured by substantially all of its assets, while a board committee is exploring strategic alternatives that may include a sale.
Q2 fiscal 2027 (ended August 31, 2026) total revenue was $6.7 million versus $6.8 million a year earlier.
Net loss was $1.3 million, or $(0.14) per share, compared with $0.7 million, or $(0.09) per share.
Gross margin improved to 8.0% from (0.6)%, while total costs and expenses rose to $7.7 million from $7.3 million.
On October 16, 2026, the Durango property was sold to American Heritage Legacies, LLC for $6.6 million, and a $2.0 million Alpine Bank loan maturing October 16, 2028 was funded.
Home Bancorp reported third-quarter 2026 net income of $10.1 million, or $1.28 per diluted share, down from $11.6 million, or $1.48, in the second quarter. Nonperforming assets rose to $53.7 million from $39.2 million after six loan relationships totaling $19.5 million were placed on nonaccrual status. The company also said CEO John W. Bordelon will retire effective January 8, 2027, with President Darren E. Guidry succeeding him, and declared a $0.32 quarterly dividend.
Net income was $10.1 million, or $1.28 diluted EPS, versus $11.6 million, or $1.48, in Q2 2026.
Net interest margin fell to 4.19% from 4.24%, while net interest income rose $110,000 to $35.9 million.
Nonperforming assets totaled $53.7 million, or 1.49% of total assets, at September 30, 2026, up from $39.2 million at June 30, 2026.
Bordelon retires as CEO effective January 8, 2027, and remains Chairman; Guidry will become CEO and continue as President.
AGNC Investment Corp. reported a third-quarter 2026 net loss of $1.17 per common share and a comprehensive loss of $1.28 per share, driven by a $5.0 billion unrealized loss on investment securities. Tangible net book value per share fell 16.9% to $7.13 from $8.58 on June 30, 2026, and the company's economic return on tangible common equity was -12.7% after $0.36 in dividends declared. The results matter to shareholders because book value per share dropped sharply, while the company raised $992 million by issuing 97.6 million common shares.
Net loss of $(1,357) million, or $(1.17) per common share, for the quarter ended September 30, 2026, compared with net income of $654 million in the prior quarter
Tangible net book value per common share fell $1.45, or 16.9%, to $7.13 as of September 30, 2026
Net spread and dollar roll income was $0.37 per common share, down from $0.40 in the prior quarter
Issued 97.6 million common shares through at-the-market offerings for net proceeds of $992 million
Dynex Capital reported a third-quarter 2026 net loss of $(1.34) per common share, compared with net income of $0.80 per share in the prior quarter. Book value per common share fell $1.99 to $10.91, which the company attributed mainly to wider Agency MBS spreads, and total economic return was $(1.48) per share, while $0.51 per share in dividends was declared.
Net loss per common share of $(1.34), versus net income of $0.80 per share in the prior quarter
Book value per common share of $10.91 as of September 30, 2026, down from $12.90 on June 30, 2026
Dividends declared of $0.51 per common share; total economic return of $(1.48) per share, or (11.5)% of beginning book value
Raised $384 million of capital, including $268 million of common equity through the ATM program and $116 million of 9.375% Series D preferred stock; leverage rose to 9.0 times shareholders' equity from 8.1 times
Orchid Island Capital estimated a GAAP net loss of $0.90 per share for the quarter ended September 30, 2026, including $1.17 per share of net realized and unrealized losses on RMBS and derivatives. Estimated book value fell to $6.02 per share, and the company's estimated total return on equity for the quarter was (12.5)%, with the figures preliminary and subject to auditor review. The board also declared a $0.10 per share dividend for October 2026, payable November 27, which is below the $0.30 per share declared in the quarter.
Estimated GAAP net loss of $0.90 per share for the quarter ended September 30, 2026, including an estimated $1.17 per share of net realized and unrealized losses on RMBS and derivative instruments.
Estimated book value per share of $6.02 at September 30, 2026, a decrease of $1.20 from June 30, 2026.
Estimated total return on equity of (12.5)% for the quarter; dividends declared during the quarter totaled $0.30 per share.
October 2026 dividend of $0.10 per share, payable November 27, 2026 to holders of record and ex-dividend on October 30, 2026; next dividend announcement expected November 10, 2026.
Byrna Technologies reported fiscal third-quarter 2026 results for the period ended August 31, 2026. Net revenue fell about 46% from a year earlier and the company posted a net loss of $2.9 million, compared with net income of $2.2 million in the prior-year quarter, with management citing lower e-commerce sales and slower dealer and chain-store reorders.
Net revenue was $15.3 million, versus $28.2 million in Q3 2025.
Net loss was $2.9 million, or $0.13 per diluted share, versus net income of $2.2 million, or $0.09 per diluted share, a year earlier.
Gross margin reached 79%, but included a one-time $2.3 million tariff refund; excluding it, adjusted gross margin was about 65%, compared with 60% a year earlier.
Cash, cash equivalents and marketable securities were $9.4 million at August 31, 2026, and inventory was $30.0 million.
Resources Connection (RGP) reported a first-quarter fiscal 2027 net loss of $8.0 million, or $0.23 per diluted share, versus a $2.4 million loss, or $0.07 per share, a year earlier, as revenue fell 18.4% on a constant currency basis to $98.1 million. Revenue fell across both headline segments, and the company reported an adjusted EBITDA loss of $3.6 million, compared with positive adjusted EBITDA of $3.1 million a year earlier.
Revenue was $98.1 million versus $120.2 million; billable hours fell 13.2% and the average bill rate fell 5.8%.
Consulting revenue fell 25.8% to $32.4 million; On-Demand Talent revenue fell 13.2% to $38.6 million.
SG&A expenses declined to $43.1 million from $47.9 million, but were not enough to offset lower revenue.
Cash and cash equivalents were $61.2 million at August 29, 2026, down from $82.4 million at May 30, 2026, after $18.9 million of cash used in operations.
F&G Annuities & Life said it expects pre-tax investment income from alternative investments of about $47 million to $57 million for the quarter ended September 30, 2026, based on preliminary results. The company said this is about $70 million pre-tax and $55 million post-tax below its long-term expected return of about 12%, and that the figures are unaudited and not yet closed, so final results could differ materially.
Estimated Q3 2026 alternative investment income: $47 million to $57 million pre-tax, midpoint an annualized return of about 5%
Shortfall versus management's roughly 12% long-term expected return: $70 million pre-tax, $55 million post-tax
Full third-quarter results scheduled for November 5, 2026; management plans further updates on the November 6, 2026 earnings call
National Bank Holdings said its bank subsidiary expects material impairments on specific commercial loans, mainly in the franchise and healthcare industries, plus a $4.0 million impairment on a FinTech partnership investment. The charges are expected to reduce after-tax earnings by $32.0 million to $34.0 million, or $0.72 to $0.76 per diluted share, for the third quarter and nine months ended September 30, 2026. Separately, the board approved an additional $40.1 million share repurchase authorization, bringing total repurchase authority to $100.0 million.
Loans with $65.0 million aggregate outstanding principal will be reserved or charged down to an estimated $18.2 million, with estimated charge-offs of $46.8 million.
Provision expense is expected to be $38.0 million to $40.0 million for the three months ended September 30, 2026.
A $4.0 million impairment on one FinTech partnership investment will reduce non-interest income for the quarter.
On September 30, 2026, the board approved a $40.1 million buyback, bringing total authority to $100.0 million; 44,285,618 Class A shares were outstanding at quarter end.
Cal-Maine Foods reported a net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the first quarter ended August 29, 2026, compared with net income of $199.3 million, or $4.12 per diluted share, a year earlier. Net sales fell 41.5% to $539.6 million, mainly because conventional shell egg prices dropped sharply, and the company will pay no cash dividend for the quarter.
Net sales were $539.6 million, down from $922.6 million, a decrease of 41.5%.
Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
Conventional Shell Eggs segment loss was $71.0 million, with average selling price per dozen down 59.3%.
No cash dividend for the quarter; cumulative loss to recover before a future dividend was $94.5 million as of August 29, 2026.
Vail Resorts reported fiscal 2026 results for the year ended July 31, 2026, with net income attributable to the company falling to $147.5 million from $280.0 million, which it attributed mainly to weather. The company also gave fiscal 2027 guidance of $158 million to $233 million in net income and $805 million to $865 million in Resort Reported EBITDA, and said season pass unit sales were down about 12% through September 18, 2026.
Fiscal 2026 net income attributable to Vail Resorts was $147.5 million, versus $280.0 million a year earlier; Resort Reported EBITDA was $745.7 million, versus $844.1 million.
Fourth-quarter net loss attributable to Vail Resorts was $190.2 million, compared with a $182.4 million loss in the prior-year quarter.
Fiscal 2027 guidance: net income attributable to Vail Resorts of $158 million to $233 million and Resort Reported EBITDA of $805 million to $865 million.
Pass product units sold through September 18, 2026 fell about 12%, and sales dollars fell about 6%; the quarterly dividend is $2.22 per share, payable October 27, 2026.
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