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 (3292 companies, A–Z).
RB Global reported third-quarter 2026 results with revenue up 17% year over year to $1.3 billion and net income up 47% to $140.2 million, helped by a one-time $18.2 million excise tax refund. The company raised its full-year 2026 GTV growth outlook to 14% to 15% from 9% to 11% and narrowed its adjusted EBITDA range to $1,525 million to $1,545 million from $1,495 million to $1,545 million, while also declaring a $0.33 quarterly dividend.
Diluted EPS was $0.70, up 63%; diluted adjusted EPS was $1.03, up 11%
Full-year 2026 GTV growth outlook raised to 14% to 15% from 9% to 11%; adjusted EBITDA low end raised to $1,525 million
Repurchased about 3.9 million shares for $350.0 million in the quarter; $500.0 million remained under the NCIB as of September 30, 2026
Quarterly dividend of $0.33 per share payable December 17, 2026, to holders of record November 25, 2026
Air Industries Group reported results for the three and nine months ended September 30, 2026, in a press release furnished under Item 2.02. Third-quarter net sales rose 41.1% and the company swung to net income from a loss a year earlier, though results include merger-related costs tied to its pending merger with Tenax Aerospace Acquisition, LLC.
Q3 2026 net sales were $14.6 million, up from $10.3 million in Q3 2025; net income was $946,000 versus a net loss of $44,000.
Nine-month net sales were $38.2 million, up 8.7%, and the net loss narrowed to $902,000 from $1.5 million.
Q3 operating costs included $539,000 of stock compensation and merger-related expenses, with $503,000 of merger-related expense.
The company cited October 2026 net sales of about $5.6 million and firm customer orders in backlog of $95.4 million.
Select Water Solutions reported third-quarter 2026 revenue of $412 million, up 28% from a year earlier, and net income of $22.9 million, compared with $2.3 million in the third quarter of 2025. The company guided fourth-quarter Adjusted EBITDA to $95 million to $100 million and raised its 2026 net capital expenditure outlook to about $300 million to $310 million, while reporting that it closed the Pilot Water acquisition after quarter end.
Revenue was $412 million, up $90 million or 28% year over year; Adjusted EBITDA was $93.5 million, up from $59.5 million a year earlier.
Fourth-quarter 2026 Adjusted EBITDA is expected to be $95 million to $100 million; 2026 net capital expenditures are now expected to be about $300 million to $310 million.
After quarter end, the company issued $900 million of 7.625% senior notes due November 1, 2034, and entered a new $500 million revolving credit facility that was undrawn as of November 9, 2026.
Constellation Energy reported third quarter 2026 results, with GAAP net income of $1.84 billion, or $5.19 per share, up from $930 million, or $2.97 per share, a year earlier. The company raised the midpoint of its full-year adjusted operating earnings guidance and narrowed the range to $12.50 to $12.80 per share, which signals stronger expected profit for shareholders.
Q3 2026 adjusted operating earnings were $5.06 per share, compared with $3.04 per share in Q3 2025
Q3 2026 operating revenues were $9.55 billion, compared with $6.57 billion in Q3 2025
Full-year 2026 adjusted operating earnings guidance narrowed to $12.50 to $12.80 per share, with the midpoint raised
Agreed to acquire the Rhode Island State Energy Center from Shell Energy North America for $715 million
NRG reported third-quarter 2026 GAAP net income of $561 million, up from $152 million a year earlier, and Adjusted EBITDA of $2,013 million, up from $1,205 million. The company reaffirmed its 2026 guidance, initiated 2027 guidance, and agreed to sell six gas-fired generation assets totaling 4.9 GW to LS Power for $4 billion in cash, with closing expected in the second quarter of 2027.
Q3 2026 GAAP EPS (basic) was $2.59 versus $0.70 a year earlier; Adjusted EPS was $4.68 versus $2.78.
2026 guidance reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
2027 guidance initiated, with Adjusted EPS of $8.05 to $10.05; the 2027 plan includes $1 billion of share repurchases and an 8% dividend increase to $2.05 per share.
The 4.9 GW sale to LS Power is for $4 billion in cash, subject to closing adjustments and approvals including HSR, FERC and the NYSPSC.
Kodiak Gas Services reported third quarter 2026 net income attributable to common shareholders of $71.5 million, or $0.70 per diluted share, compared with a net loss of $14.0 million a year earlier. The company also raised its full-year 2026 adjusted EBITDA and discretionary cash flow guidance, reflecting higher revenue and the DPS acquisition, which closed April 1, 2026.
Total revenues were $401.8 million, up from $322.7 million in the third quarter of 2025.
Net income attributable to common shareholders was $71.5 million, or $0.70 per diluted share, versus a loss of $14.0 million, or $0.17 per share, a year earlier.
Full-year 2026 adjusted EBITDA guidance was raised to $840 million to $860 million; discretionary cash flow guidance rose to $580 million to $600 million.
The quarterly dividend was $0.51 per share, and the share repurchase program was extended to December 31, 2027, with about $31.7 million available.
OneMedNet said it expects preliminary third-quarter 2026 revenue of about $1 million, up 242% from the prior quarter and 465% from the year-earlier quarter. It also guided to fourth-quarter 2026 revenue of $12 million to $14 million, pending customer acceptance of delivered data by quarter-end. The third-quarter figures remain preliminary and may change before the Form 10-Q, expected by November 16, 2026.
Preliminary Q3 2026 revenue of about $1 million for the quarter ended September 30, 2026, up 242% from the prior quarter and 465% from Q3 2025.
Q4 2026 revenue guidance of about $12 million to $14 million, pending customer acceptance of delivered data by quarter-end.
Q3 results are preliminary and subject to adjustment; the Form 10-Q is expected by November 16, 2026.
Strive reported GAAP net income of $509.0 million for the quarter ended September 30, 2026, compared with losses in the comparable 2025 periods. The filing attributes the result to a $533.7 million net unrealized gain on digital assets, while total revenues were $2.7 million. Shareholders should note the gain is a fair value adjustment on bitcoin, not operating income.
GAAP net income was $509.0 million, or $5.24 per diluted share, for the three months ended September 30, 2026; non-GAAP adjusted net income attributable to common stockholders was $494.6 million, or $5.46 per diluted share.
Net unrealized gain on digital assets was $533.7 million; total operating expenses were $38.7 million.
Strive acquired 8,136 bitcoin in the third quarter and 15,124 bitcoin from October 1 through October 30, 2026.
On October 20, 2026, Strive completed an offering of 7,000,000 SATS shares for net proceeds of approximately $609.0 million; cash and cash equivalents were $490.4 million as of October 30, 2026.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Sunstone Hotel Investors reported third-quarter 2026 net income attributable to common stockholders of $38.7 million, or $0.21 per diluted share, compared with a net loss of $2.9 million, or $(0.02) per share, a year earlier. The company raised its full-year 2026 guidance, including adjusted FFO per diluted share of $1.00 to $1.03, up from $0.93 to $0.98, and the quarter included a $31.5 million gain on sale of assets. For shareholders, the results and higher outlook reflect stronger hotel demand and continued stock repurchases, which the company says were completed at a discount.
Third-quarter RevPAR rose 11.4% to $235.22; Total RevPAR rose 10.5% to $394.97.
Adjusted FFO per diluted share rose 17.6% to $0.20; Adjusted EBITDAre rose 8.8% to $54.5 million.
2026 guidance raised: net income attributable to common per diluted share now $0.46 to $0.49 (prior $0.37 to $0.42); RevPAR growth now 9.5% to 10.5% (prior 7.0% to 9.0%).
From the start of 2026 through November 5, 2026, the company repurchased $196.9 million of common and preferred stock, with $310.6 million remaining under its authorization.
Enbridge reported third-quarter 2026 GAAP earnings attributable to common shareholders of $1.3 billion, or $0.59 per share, up from $0.7 billion, or $0.30 per share, a year earlier, and adjusted earnings of $1.1 billion, or $0.49 per share, up from $0.46. The company reaffirmed its 2026 guidance and said CEO Greg Ebel will retire in January, with Michele Harradence to lead the company. All figures are in Canadian dollars.
Q3 GAAP earnings attributable to common shareholders of $1.3 billion ($0.59 per share) vs. $0.7 billion ($0.30) in Q3 2025; the increase was primarily due to non-cash, unrealized changes in the value of derivative financial instruments.
Q3 adjusted earnings of $1.1 billion ($0.49 per share) vs. $1.0 billion ($0.46) in Q3 2025; adjusted EBITDA of $4.4 billion vs. $4.3 billion.
2026 guidance reaffirmed: adjusted EBITDA of $20.2 billion to $20.8 billion and DCF per share of $5.70 to $6.10.
Greg Ebel is retiring in January; Michele Harradence will lead Enbridge.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Moderna reported third-quarter 2026 revenue of $1.3 billion and net income of $0.2 billion, returning to a profit compared to a net loss in the same period last year. Driven by this performance and pipeline progress, the company raised its full-year 2026 revenue growth outlook to 15% to 25% and increased its expected year-end cash and investments balance to between $8.1 billion and $8.3 billion. Shareholders also received updates on positive Phase 3 data for intismeran in melanoma and the U.S. FDA approval of the mFLUSIVA vaccine.
Third-quarter 2026 total revenue grew 29% year-over-year to $1.3 billion, with GAAP net income of $162 million or $0.38 per diluted share.
Full-year 2026 expected revenue growth was raised to 15% to 25%, up from the previous expectation of up to 10% growth.
Year-end 2026 cash and investments are now projected to be $8.1 billion to $8.3 billion, bolstered by operational execution and a $2.6 billion net proceeds convertible notes offering.
Research and development expenses for 2026 are now expected to be approximately $2.7 billion, reduced from the prior estimate of approximately $2.9 billion.
Elanco Animal Health Inc reported third quarter 2026 revenue of $1.265 billion, representing an 11% increase year-over-year, and net income of $18 million. Driven by strong demand and gross margin expansion, the company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted earnings per share.
Third quarter revenue reached $1.265 billion, up 11% reported and 9% organic constant currency.
Reported net income was $18 million, while adjusted EPS was $0.27.
Full year 2026 revenue guidance was raised to $5.155 billion to $5.18 billion.
Net leverage ratio improved to 2.9x Adjusted EBITDA at the end of the third quarter.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
Helios Technologies reported third-quarter 2026 net sales of $230 million, up 4% from the prior-year period, and GAAP diluted EPS of $0.53, up 71% from $0.31. The company raised its full-year 2026 sales outlook to $895 million to $902 million from $880 million to $900 million, while narrowing its adjusted EBITDA margin and adjusted diluted EPS ranges.
Q3 2026 net sales were $229.7 million, up 4%; the company cited 13% growth on a pro forma basis
Q3 GAAP diluted EPS was $0.53 versus $0.31; adjusted diluted EPS was $0.80, up 11%
FY2026 sales outlook raised to $895 million to $902 million; adjusted diluted EPS range narrowed to $3.08 to $3.15
Q4 2026 outlook: sales of $205 million to $212 million and adjusted diluted EPS of $0.60 to $0.67
Pangaea Logistics Solutions reported third-quarter 2026 results, with GAAP net income attributable to the company of $38.3 million, or $0.59 per share, up from $12.2 million, or $0.19 per share, a year earlier. Total revenue was $219.1 million, and Adjusted EBITDA rose 81.3% to $52.4 million, which matters to shareholders because it shows a large year-over-year gain in earnings and cash generation. The board also declared a $0.10 quarterly dividend.
GAAP net income attributable to Pangaea of $38.3 million, or $0.59 per share, versus $12.2 million, or $0.19 per share, in Q3 2025
Total revenue of $219.1 million versus $168.7 million in Q3 2025; Adjusted EBITDA of $52.4 million, a 23.9% margin versus 17.1%
Average TCE rate of $20,414 per day versus $15,559 per day a year earlier; the company reported cash and equivalents of $144.9 million at September 30, 2026
Quarterly dividend of $0.10 per share, payable December 15, 2026, to holders of record on December 1, 2026
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Clarus reported third-quarter 2026 sales of $71.2 million, up 2.7% from $69.3 million a year earlier, and net income of $3.3 million ($0.09 per diluted share) versus a net loss of $1.6 million. The company raised its fiscal 2026 sales outlook to $251 million to $255 million and its adjusted EBITDA outlook to about $15 million to $17 million, while cash fell to $20.8 million and the strategic review of alternatives, including a possible sale of the business, continues with no set timetable.
Q3 2026 net income was $3.3 million, or $0.09 per diluted share, compared with a net loss of $1.6 million, or $(0.04), in Q3 2025.
Q3 2026 adjusted EBITDA was $6.8 million (9.6% margin), compared with $1.8 million (2.6% margin) a year earlier; the filing notes a benefit of about $0.6 million from IEEPA tariff refunds.
Full-year 2026 sales outlook is $251 million to $255 million, up from the prior $245 million to $255 million; free cash flow is now expected to be break even, versus a prior outlook of $6 million.
Cash and cash equivalents were $20.8 million at September 30, 2026, down from $36.7 million at December 31, 2025; the company reports no debt.
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
TSS reported third-quarter 2026 revenue of $50.1 million, up 20% from a year earlier, with net income of $1.1 million compared with a net loss of $1.5 million in the prior-year quarter. The company raised its 2026 Adjusted EBITDA outlook to a range of $21 million to $23 million, but nine-month revenue of $140.5 million was down 24% from the prior-year period.
Q3 revenue $50.1 million, up 20%; Systems Integration revenue a record $16.1 million, up 75%
Q3 net income $1.1 million, diluted EPS $0.04, versus a net loss of $1.5 million and diluted EPS of ($0.06) a year earlier
2026 Adjusted EBITDA outlook raised to $21 million to $23 million
Nine-month revenue $140.5 million, down 24%, reflecting lower Procurement revenue
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Profound Medical reported third-quarter 2026 revenue of approximately $9.8 million, up 86% year-over-year, and a net loss of about $7.7 million, or $0.21 per share, narrower than the prior-year quarter. The company projects full-year 2026 revenue of at least $25.0 million and announced that Richard Fabian will succeed Arun Menawat as CEO effective January 14, 2027.
Q3 2026 revenue of approximately $9.8 million, up 86% year-over-year; gross margin of 78% versus 74% a year earlier
Net loss improved 3% to approximately $7.7 million ($0.21 per share) from $8.0 million ($0.26 per share)
Full-year 2026 revenue projected at least $25.0 million; gross margin expected at 70% or higher
Richard Fabian becomes CEO effective January 14, 2027; Arun Menawat becomes Executive Chairman
Eton Pharmaceuticals reported third quarter 2026 revenue of $57.9 million, up from $22.5 million a year earlier, and raised its 2026 revenue guidance to more than $175 million from more than $145 million. GAAP net income of $35.2 million, or $1.06 per diluted share, was boosted by a $12.9 million income tax benefit from releasing a valuation allowance, while non-GAAP diluted EPS was $0.50.
Q3 2026 revenue was $57.9 million versus $22.5 million in Q3 2025, driven mainly by the addition of HEMANGEOL sales.
Adjusted EBITDA was $28.5 million, or 49% of revenue, compared with $2.9 million, or 13%, a year earlier.
2026 revenue guidance was raised to more than $175 million from more than $145 million; Adjusted EBITDA margin guidance was raised to at least 40% from at least 35%.
Cash and cash equivalents were $55.6 million as of September 30, 2026.
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
Genpact Limited announced its third quarter 2026 financial results, reporting net revenues of $1.385 billion, representing a 7.3% increase year-over-year. Driven by strong performance in Advanced Technology Solutions and margin expansion, the company raised its full-year 2026 guidance for gross margin and adjusted diluted earnings per share.
Net revenues for Q3 2026 were $1.385 billion, up 7.3% year-over-year.
Advanced Technology Solutions net revenues grew 30.3% year-over-year to $405 million.
Diluted earnings per share for the quarter was $0.89, compared to $0.83 in Q3 2025.
Genpact repurchased approximately 870,000 common shares for about $31 million during the quarter.
Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
CarGurus reported third-quarter 2026 results for the period ended September 30, 2026, with revenue up 12% year over year to $258.4 million and GAAP net income from continuing operations up 2% to $52.8 million. The company also issued fourth-quarter and full-year 2026 guidance and authorized a $250.0 million share repurchase program, which matters to shareholders because it signals both growth in the core business and capital returned to stockholders.
Q3 2026 revenue of $258.4 million, up 12% year over year and at the high end of guidance; Adjusted EBITDA from continuing operations of $89.7 million, up 9%
Q3 diluted EPS from continuing operations of $0.59, versus $0.52 a year earlier; nine-month GAAP net income from continuing operations fell 6% to $134.2 million
Fourth-quarter 2026 guidance: revenue of $258.5 million to $263.5 million and non-GAAP EPS of $0.73 to $0.79
Board authorized a $250.0 million share repurchase program; nine-month impairments totaled $20.2 million
Alector reported third quarter 2026 collaboration revenue of $162.9 million, up from $3.3 million a year earlier, after recognizing remaining deferred revenue following GSK's July 6, 2026 termination notice. The company swung to net income of $124.6 million, or $1.11 per share, from a net loss of $34.7 million, and said it has funded operations into the second half of 2029 with the Genentech upfront payment and October offering proceeds.
Collaboration revenue was $162.9 million, versus $3.3 million, driven by recognition of remaining deferred revenue after GSK's July 6, 2026 termination notice.
Net income was $124.6 million, or $1.11 per share, compared with a net loss of $34.7 million, or $0.34 per share, a year earlier.
Genentech licensed AL050 with a $100 million upfront payment and eligibility for up to $1.17 billion in milestones plus tiered royalties.
Cash, cash equivalents and investments were $138.7 million at September 30, 2026; the October offering raised about $75.0 million gross.
CareTrust REIT reported third quarter 2026 net income of $83.7 million, or $0.35 per diluted share, matching the prior year period. The company also announced an increase to its full-year 2026 guidance midpoints for Normalized FFO and Normalized FAD, and reported significant investment activity including the initial closing of 45 U.K. care homes.
Net income for the quarter ended September 30, 2026, was $83.7 million, or $0.35 per diluted share.
Normalized FFO per diluted share grew 20% year-over-year to $0.54.
Full-year 2026 guidance was updated to project Normalized FFO of approximately $2.08 to $2.09 per share.
The quarterly dividend was maintained at $0.39 per share.
Halozyme Therapeutics reported third quarter 2026 total revenue of $493 million, representing a 39% increase year-over-year, alongside net income of $247 million. Driven by strong partner product sales and royalty growth, the company raised its full-year 2026 financial guidance ranges for total revenue, royalty revenue, adjusted EBITDA, and non-GAAP diluted EPS.
Total revenue increased 39% year-over-year to $493 million for the third quarter ended September 30, 2026.
Royalty revenue grew 44% year-over-year to $341 million.
Full-year 2026 total revenue guidance was raised to a range of $1.860 billion to $1.925 billion.
The Dutch patent court issued an injunction against Merck prohibiting the launch of Keytruda Qlex in multiple European markets.
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Paylocity Holding Corporation announced its financial results for the first quarter of fiscal 2027 ended September 30, 2026, reporting total revenue of $451.7 million, an increase of 10.7% year-over-year. The company also completed the acquisition of Aidora Inc. in July 2026 and raised its fiscal 2027 guidance across revenue and profitability.
Recurring and other revenue for Q1 fiscal 2027 reached $424.5 million, up 12.0% year-over-year.
GAAP net income for Q1 fiscal 2027 was $57.6 million, or $1.07 per diluted share.
Repurchased $152.5 million or 1.1 million shares during Q1 fiscal 2027.
Full fiscal 2027 total revenue is expected to be between $1.910 billion and $1.925 billion.
StepStone Group reported results for the quarter ended September 30, 2026, with total revenues of $773.1 million, up from $454.2 million a year earlier, and a GAAP net loss attributable to shareholders of $71.2 million, or $0.87 per share, compared with a loss of $366.1 million, or $4.66 per share, a year earlier. The company also declared a quarterly dividend of $0.33 per share, up from $0.28, payable December 15, 2026.
Total revenues of $773.1 million, up 70% from $454.2 million a year earlier; management and advisory fees, net, of $293.1 million, up 36%.
GAAP net loss attributable to StepStone Group Inc. of $71.2 million, or $0.87 per share, versus a loss of $366.1 million, or $4.66 per share, a year earlier.
Adjusted net income of $82.9 million, or $0.66 per share, versus $66.7 million, or $0.54 per share, a year earlier; fee-related earnings of $126.2 million versus $78.6 million.
Quarterly dividend of $0.33 per share, payable December 15, 2026, to holders of record as of November 30, 2026.
Innodata reported third quarter 2026 results on November 5, 2026, with revenue of $95.6 million, up 53% from a year earlier, and net income of $10.3 million, or $0.29 per diluted share. The company also raised its full-year 2026 revenue growth guidance to about 42% or more from about 40% or more. For shareholders, growth and profit rose and the outlook improved, though adjusted gross margin fell to 40% from 44%.
Revenue of $95.6 million, up 53% year over year; the company said it exceeded analyst consensus by about 15%.
Net income of $10.3 million, or $0.29 per diluted share, compared with $8.3 million, or $0.24 per diluted share, a year earlier.
Adjusted EBITDA of $17.7 million, up from $16.2 million; adjusted gross margin was 40% versus 44% a year earlier.
Full-year 2026 revenue growth guidance raised to about 42% or more, from about 40% or more.
Compass reported third-quarter 2026 GAAP net income of $62 million, compared with a net loss of $4 million a year earlier, on revenue of $3.90 billion. The year-over-year revenue increase of 111% reflects the Anywhere acquisition; on a pro forma basis, revenue rose 11.6%, and organic revenue grew 7.4%. The company gave Q4 2026 revenue and Adjusted EBITDA ranges and lowered its full-year 2026 non-GAAP OPEX range, while its CEO said the housing market had softened in recent weeks.
Q3 2026 GAAP net income attributable to Compass was $62 million, or $0.07 per diluted share, versus a net loss of $4 million in Q3 2025.
Revenue was $3.90 billion, up 11.6% on a pro forma basis from $3.49 billion; organic revenue was $3.75 billion, up 7.4% pro forma.
Q4 2026 outlook: revenue of $3.150 billion to $3.350 billion and Adjusted EBITDA of $100 million to $130 million.
Full-year 2026 non-GAAP OPEX outlook was lowered to $2.71 billion to $2.73 billion from $2.75 billion to $2.80 billion.
Natera reported third-quarter 2026 revenue of $794.0 million, up 34.1% from $592.2 million a year earlier, and its net loss narrowed to $59.9 million, or $(0.42) per diluted share, from $87.5 million, or $(0.64) per share. The company raised its 2026 revenue guidance by $140 million at the midpoint, to $3.005 billion to $3.035 billion, which points to higher sales expectations for shareholders, though the company still reports a net loss.
Total revenues were $794.0 million in Q3 2026 versus $592.2 million in Q3 2025, an increase of 34.1%.
Net loss was $59.9 million, or $(0.42) per diluted share, compared with $87.5 million, or $(0.64) per share, in Q3 2025.
2026 total revenue guidance raised to $3.005 billion to $3.035 billion from $2.850 billion to $2.910 billion.
Tests processed rose to approximately 1,093,100 from approximately 893,600, an increase of 22.3%.
BJ's Restaurants reported fiscal third quarter 2026 revenue of $358.6 million, up 8.6%, with comparable restaurant sales up 8.1% and diluted earnings of $0.24 per share versus $0.02 a year earlier. The company also raised several fiscal 2026 guidance metrics, including restaurant level operating profit and Adjusted EBITDA, which signals improving profitability for shareholders.
Q3 revenue of $358.6 million, up 8.6% from $330.2 million; comparable restaurant sales up 8.1%
Diluted EPS of $0.24 versus $0.02 in the prior-year quarter; net income of $5.3 million
Restaurant level operating profit of $52.9 million, up 27.9%; margin of 14.7% versus 12.5%
Revised 2026 outlook: restaurant level operating profit of $233 million to $237 million (prior $228 million to $235 million); Adjusted EBITDA of $149 million to $154 million (prior $145 million to $152 million)
Entravision reported third-quarter 2026 revenue of $226.3 million, up 88% from a year earlier, and net income of $19.0 million compared with a $9.7 million loss in the same quarter of 2025. The company also agreed on November 3, 2026 to sell WFTT-TV in the Tampa-St. Petersburg market to Sunset Boulevard Broadcasting Corporation for $30.0 million in cash, subject to regulatory approval.
Q3 2026 revenue was $226.3 million, up 88% from $120.6 million; nine-month revenue was $651.2 million, up 108%.
Q3 2026 diluted earnings per share were $0.18, compared with a loss of $0.11 per share in Q3 2025.
The WFTT-TV sale is expected to close in the fourth quarter of 2026 or the first quarter of 2027.
The board approved a quarterly cash dividend of $0.05 per share, payable December 31, 2026 to holders of record on December 17, 2026.
Corsair reported third-quarter 2026 net revenue of $367.0 million, up 6% year-over-year and $17.0 million above the high end of its guided range, with adjusted EBITDA up 38% to $22.4 million. The company raised its full-year 2026 net revenue and non-GAAP EPS outlook, which points to higher expected sales and per-share profit for shareholders, while its fourth-quarter adjusted EBITDA is expected to fall below last year's level.
Q3 2026 net revenue was $367.0 million, up 6% year-over-year; Gaming Components and Systems memory revenue rose 43% to $167.3 million.
GAAP net loss narrowed to $2.4 million from $10.4 million; non-GAAP diluted EPS was $0.13 versus $0.06 a year earlier.
Full-year 2026 net revenue guidance raised to $1.456 billion to $1.486 billion from $1.40 billion to $1.47 billion.
Fourth-quarter 2026 guidance: net revenue of $420 million to $450 million and adjusted EBITDA of $38 million to $42 million.
BILL reported first-quarter fiscal 2027 total revenue of $353.8 million, up 13% year-over-year, and GAAP net income of $60.3 million, compared with a net loss of $3.0 million a year earlier. Results were above the company's August outlook, which was restated to a new accounting presentation that reduces reported revenue for customer rewards without changing operating or net income. Full-year fiscal 2027 total revenue guidance of $1,433.5 million to $1,463.5 million compares with the August outlook of $1.406 billion to $1.456 billion on the same basis.
Total revenue was $353.8 million, up 13% year-over-year, above the restated August outlook range of $340.0 million to $350.0 million.
GAAP net income was $60.3 million ($0.61 per diluted share), versus a net loss of $3.0 million a year earlier; non-GAAP operating income rose 101% to $136.9 million.
Effective July 1, 2026, rewards paid to Spend and Expense card customers are recorded as a reduction of revenue; the company says this does not affect operating or net income.
Fiscal 2027 non-GAAP net income per diluted share guidance is $3.99 to $4.15, and the company repurchased about 7 million shares for approximately $305 million in the quarter.
Airbnb announced its third-quarter 2026 financial results, reporting $4.9 billion in revenue and $1.9 billion in net income, alongside raised full-year 2026 guidance for revenue growth and Adjusted EBITDA margin. The company also announced a new $12 billion share repurchase program and a new unsecured revolving credit facility of $1.0 billion.
Omada Health reported third quarter 2026 results, with revenue of $91 million, up from $68 million a year earlier, and net income of $7 million compared with a net loss of $3 million in Q3 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, which should matter to shareholders because both headline measures moved up from the prior outlook.
Q3 2026 revenue of $91 million, up 34% from $68 million in Q3 2025
Net income of $7 million, compared with a net loss of $3 million in Q3 2025
Full-year 2026 revenue guidance raised to $344 million to $346 million from $334 million to $340 million
Full-year 2026 adjusted EBITDA guidance raised to $32 million to $34 million from $21 million to $27 million
Construction Partners, Inc. (NASDAQ: ROAD) released preliminary fiscal 2026 results showing revenue and net income both up sharply from fiscal 2025, and introduced a fiscal 2027 outlook projecting further growth. The company said fourth-quarter profitability was affected by wet weather and rising diesel fuel costs, and the figures remain unaudited and may change before final results. Separately, it completed the acquisition of Piedmont Paving, Inc. in Georgia on November 4, 2026.
Preliminary fiscal 2026 revenue of $3.660 billion to $3.680 billion, up about 30% from $2.812 billion; net income of $141.5 million to $142.5 million, up about 40% from $101.8 million.
Adjusted EBITDA of $520.0 million to $524.0 million, up about 23% from $423.7 million, but Adjusted EBITDA margin of 14.21% to 14.24% compared with 15.1% in fiscal 2025.
Fiscal 2027 outlook: revenue of $4.175 billion to $4.275 billion, net income of $170.9 million to $180.8 million, and Adjusted EBITDA of $585.0 million to $620.0 million.
Financial figures are preliminary and unaudited; the company will hold a conference call on November 19, 2026 at 10:00 a.m. Eastern Time.
KVH Industries reported third quarter 2026 results on November 5, 2026, with total revenue of $38.4 million, up 35% from a year earlier, and a net loss of $0.6 million, or $0.03 per share, compared with a $6.9 million loss in the third quarter of 2025. The company narrowed its full-year 2026 outlook and raised the low end of its revenue and adjusted EBITDA ranges, which gives shareholders a clearer view of expected results.
Total revenue of $38.4 million, up 35% year over year; service revenue of $33.0 million, up 30%
Net loss of $0.6 million ($0.03 per share) versus a $6.9 million loss a year earlier; non-GAAP adjusted EBITDA of $3.9 million versus $1.4 million
Full-year 2026 revenue outlook narrowed to $137-143 million from $130-145 million; adjusted EBITDA outlook narrowed to $13-15 million from $11-16 million
IMAX reported third-quarter 2026 revenue of $174.6 million, up 64% from a year earlier, and net income of $117.1 million, or $1.96 per diluted share, compared with $0.37 a year earlier. Net income includes a $36.7 million ($0.63 per diluted share) tax valuation allowance release, so part of the profit increase comes from a one-time tax benefit rather than operations alone.
Revenue of $174.6 million, up 64% from $106.7 million; gross margin of $126.3 million, a 72.3% margin
Net income attributable to common shareholders of $113.8 million; diluted EPS of $1.96 versus $0.37
Includes $36.7 million ($0.63 per diluted share) valuation allowance release on Canadian deferred tax assets
Global box office of $712 million in the quarter; no share repurchases in Q3 2026 and about $237.0 million remaining under the buyback program
CRA International reported fiscal third-quarter 2026 revenue of $214.9 million, up 15.6% year over year, and GAAP diluted earnings per share of $2.20, up from $1.73. The company raised its full-year fiscal 2026 revenue guidance to $830 million to $840 million and raised its quarterly dividend 17.5% to $0.67 per share, which shareholders of record on November 24, 2026 will receive on December 11, 2026.
Q3 revenue $214.9 million, up 15.6% from $185.9 million; GAAP diluted EPS $2.20 vs. $1.73; non-GAAP diluted EPS $2.19 vs. $2.06
Full-year fiscal 2026 revenue guidance raised to $830 million to $840 million from $805 million to $820 million
Non-GAAP EBITDA margin guidance narrowed to 12.2% to 12.8% from 12.0% to 13.0%
Quarterly dividend raised to $0.67 from $0.57 per share, payable December 11, 2026 to holders of record as of November 24, 2026
Novavax reported third-quarter 2026 total revenue of $68 million, down 3% from $70 million a year earlier, while its net loss narrowed to $31 million from $202 million. The company raised its full-year 2026 Adjusted Total Revenue guidance to $385 million to $415 million, up from $235 million to $275 million, mainly reflecting a $125 million Sanofi milestone earned in October 2026.
Q3 2026 total revenue was $68 million, versus $70 million in Q3 2025.
Q3 2026 net loss was $31 million, versus $202 million in Q3 2025.
Full-year 2026 Adjusted Total Revenue guidance raised to $385 million-$415 million from $235 million-$275 million.
Combined R&D and SG&A expense guidance narrowed to $375 million-$395 million from $370 million-$410 million.
Vericel reported third quarter 2026 total revenue up 26% to $85.4 million and net income up 179% to $14.2 million, or $0.27 per diluted share. The company raised its full-year 2026 total revenue guidance to $344 million to $346 million from $330 million to $340 million.
Q3 2026 total net revenue of $85.4 million, up from $67.5 million in Q3 2025
Net income of $14.2 million, or $0.27 per diluted share, versus $5.1 million, or $0.10 per diluted share, a year earlier
Full-year 2026 revenue guidance raised to $344 million to $346 million; MACI guidance raised to $290 million to $292 million
Adjusted EBITDA margin guidance raised to 28% from 27%; repurchased 220,744 shares for $8.8 million in the quarter
Ralph Lauren Corporation reported second quarter fiscal 2027 revenue of $2.2 billion, up 9% on a reported basis, and raised its full-year constant currency revenue and operating margin outlook. Diluted earnings per share were $4.87 on a reported basis, compared to $3.32 in the prior year period. Shareholders benefit from strong demand, margin expansion, and over $600 million returned via dividends and share repurchases year-to-date.
Second quarter revenue increased 9% on a reported basis to $2.2 billion for the period ended September 26, 2026.
Reported diluted earnings per share reached $4.87, up from $3.32 in the second quarter of fiscal 2026.
The company repurchased $250 million of Class A common stock during the second quarter, totaling $500 million fiscal year-to-date.
Full-year fiscal 2027 constant currency revenue growth outlook was raised to a center around 6% to 7%.
BGC Group reported record third-quarter 2026 revenue of $832.6 million, up 13.0% from a year earlier, and GAAP net income for fully diluted shares of $68.7 million, up from $26.8 million. The company also gave fourth-quarter 2026 revenue guidance of $805 million to $865 million and said co-CEO JP Aubin will step down at year-end and become Vice Chairman.
Q3 2026 revenues $832.6 million, up 13.0%; GAAP diluted EPS $0.14 vs. $0.06 a year earlier
Q3 2026 GAAP income before income taxes $98.1 million vs. $33.5 million; post-tax Adjusted EPS $0.34 vs. $0.29
Q4 2026 guidance: revenues $805 million to $865 million; pre-tax Adjusted Earnings $178 million to $196 million
JP Aubin to step down as Co-Chief Executive Officer at year-end and become Vice Chairman; quarterly dividend of $0.02 per share payable December 9, 2026
Steve Madden reported third quarter 2026 revenue of $772.6 million, up 15.7% from a year earlier, and diluted EPS of $0.72 versus $0.29. The company raised its fiscal 2026 revenue growth and Adjusted diluted EPS outlook, which matters to shareholders because it points to stronger full-year profit, while the company also declared a $0.21 quarterly dividend.
Q3 2026 revenue was $772.6 million, up from $667.9 million in Q3 2025; wholesale revenue rose 19.4% and direct-to-consumer revenue rose 8.0%.
Diluted EPS was $0.72 versus $0.29; Adjusted diluted EPS was $0.79 versus $0.43.
Fiscal 2026 Adjusted diluted EPS outlook raised to $2.15 to $2.20 from $2.05 to $2.15; revenue growth outlook raised to 12% to 13% from 11% to 13%.
Quarterly dividend of $0.21 per share is payable December 24, 2026, to holders of record on December 11, 2026.
MACOM Technology Solutions Holdings, Inc. reported its fourth quarter and fiscal year 2026 financial results, posting fourth-quarter revenue of $424.8 million and net income of $139.4 million, or $1.78 per diluted share. For the full fiscal year 2026, the company reported revenue of $1,327.6 million and net income of $335.3 million. Additionally, MACOM provided financial guidance for the first quarter of fiscal 2027, expecting revenue between $450 million and $460 million.
Fourth quarter fiscal 2026 revenue reached $424.8 million, up 62.7% compared to the prior-year period.
Fourth quarter fiscal 2026 GAAP net income was $139.4 million, or $1.78 per diluted share.
Fiscal year 2026 full-year revenue was $1,327.6 million, an increase of 37.3% compared to fiscal year 2025.
For the fiscal first quarter ending January 1, 2027, MACOM expects revenue in the range of $450 million to $460 million.
International Seaways reported third quarter 2026 net income of $344 million, or $6.90 per diluted share, up from $71 million, or $1.42 per share, a year earlier; the filing says the result included a $53 million gain on a vessel sale. The Board also declared a $5.05 per share dividend and raised its share repurchase program to $100 million, which bears directly on shareholder returns.
Net income of $344 million ($6.90 per diluted share) vs. $71 million ($1.42) in Q3 2025, including a $53 million gain on vessel sale
Adjusted net income of $291 million, or $5.84 per diluted share; adjusted EBITDA of $345 million
Declared dividend of $5.05 per share, payable December 23, 2026, to holders of record on December 9, 2026
Share repurchase program increased to $100 million and extended from end of 2026 to end of 2028
Evolent Health reported third-quarter 2026 revenue of $725.4 million, up from $479.5 million a year earlier, and a narrower net loss of $23.6 million, or $0.21 per share, versus $26.9 million, or $0.24 per share. The company raised its full-year 2026 Adjusted EBITDA guidance to $130.0 million to $135.0 million while reiterating its revenue guidance of $2.6 billion to $2.7 billion, though Adjusted EBITDA for the quarter fell to $34.3 million from $39.0 million.
Q3 2026 revenue $725.4 million vs. $479.5 million in Q3 2025; net loss attributable to common shareholders $23.6 million vs. $26.9 million
Adjusted EBITDA $34.3 million vs. $39.0 million; Adjusted EBITDA margin 4.7% vs. 8.1%; medical expense ratio 93.0% vs. 85.0%
2026 Adjusted EBITDA guidance raised to $130.0 million to $135.0 million; revenue guidance reiterated at $2.6 billion to $2.7 billion
Cash and cash equivalents $148.3 million as of September 30, 2026
Malibu Boats reported results for the quarter ended September 30, 2026, with net sales up 29.9% to $252.9 million and net income of $6.1 million, compared with a $0.7 million loss a year earlier. The results included a $15.0 million reduction in general and administrative expenses from derecognizing an insurance-related liability, and the board changed the fiscal year end to December 31, with new outlook for the three months ending December 31, 2026.
Net sales rose 29.9% to $252.9 million, including $51.1 million from the recently acquired Saxdor segment.
GAAP net income was $6.1 million, or $0.30 per diluted share, versus a net loss of $0.7 million, or $0.04 per share, a year earlier.
General and administrative expenses fell $9.1 million to $11.6 million, helped by a $15.0 million reduction from derecognizing an insurance-related liability; operating cash flow was negative $31.1 million.
For the three months ending December 31, 2026, the company expects net sales of $236 million to $248 million and Adjusted EBITDA of $13.0 million to $15.0 million.
Bentley Systems announced its third-quarter 2026 financial results, reporting total revenues of $421.5 million, up 12.2% year-over-year. The company also raised its constant currency ARR growth range to 12.5% to 13.5% and completed the acquisition of Eliis along with the divestiture of Cohesive.
Total revenues for Q3 2026 reached $421.5 million, representing a 12.2% increase year-over-year.
Diluted net income per share was $0.29 for Q3 2026, compared to $0.18 in the prior-year period.
Annualized Recurring Revenues reached $1,582.8 million as of September 30, 2026.
Constant currency ARR growth range was raised to 12.5% to 13.5%.
Nexstar reported record third-quarter 2026 net revenue of $2.13 billion, up 78.0% from a year earlier, driven largely by its acquisition of TEGNA, which contributed $765 million of incremental revenue. Net income rose to $250 million from $65 million, and diluted earnings per share were $7.92 compared with $2.14. The company also repaid $350 million of debt in the quarter and $525 million more after quarter end, while a preliminary injunction limits its ability to realize expected TEGNA synergies.
Q3 net revenue was $2,133 million, up from $1,198 million; advertising revenue rose 114.9% and distribution revenue rose 53.9%.
Q3 diluted earnings per share were $7.92, compared with $2.14 in the prior-year quarter.
Q3 Adjusted EBITDA was $756 million, up from $358 million, and political advertising revenue was a record $317 million.
Total debt was $11.4 billion at September 30, 2026; the company repaid an additional $525 million of secured credit facilities after quarter end.
Frontdoor reported third-quarter 2026 revenue of $655 million, up 6%, and net income of $116 million, up 10%, with diluted EPS up 16% to $1.65. The company raised its full-year 2026 revenue and Adjusted EBITDA outlook, and its Board approved a new 3-year, $1 billion share repurchase authorization, which the company says reflects its plan to return excess cash to shareholders.
Q3 revenue rose 6% to $655 million, and net income rose 10% to $116 million.
Diluted EPS rose 16% to $1.65; Adjusted EPS rose 15% to $1.81. Adjusted EBITDA rose 5% to $205 million.
Full-year 2026 revenue outlook is $2.205 billion to $2.215 billion; Adjusted EBITDA outlook is $590 million to $600 million.
The Board approved a new $1 billion repurchase authorization on October 30, 2026; the existing $650 million program is expected to be completed in November 2026.
Teleflex reported third quarter 2026 revenue of $567.8 million, up 0.2% from the prior year period, and up 3.0% on a pro forma adjusted constant currency basis. GAAP diluted EPS from continuing operations was $1.30, compared with a loss of $(1.32) a year earlier, and adjusted diluted EPS rose to $2.63 from $1.89. The company raised its 2026 adjusted diluted EPS guidance to $7.50 to $7.75 while lowering its GAAP revenue growth guidance to 13.2% to 14.2% because of foreign exchange rates.
Q3 2026 adjusted diluted EPS from continuing operations was $2.63, versus $1.89 in the prior year period; GAAP diluted EPS was $1.30 versus $(1.32).
2026 adjusted diluted EPS guidance raised to $7.50 to $7.75; GAAP diluted EPS guidance raised to $2.84 to $3.09.
2026 GAAP revenue growth guidance reduced to 13.2% to 14.2% on foreign exchange; pro forma adjusted constant currency growth guidance maintained at 3.5% to 4.5%.
About $350 million of common stock repurchased from July 1, 2026 through the release date, leaving $400 million under the current authorization; the OEM sale to Montagu and Kohlberg closed August 3, 2026 for $1.5 billion in cash.
Evergy reported third quarter 2026 GAAP earnings of $612.9 million, or $2.59 per share, compared to $475.0 million, or $2.03 per share, in the third quarter of 2025. Driven by strong operational performance and warmer weather, the company raised its full-year 2026 adjusted EPS guidance and declared a quarterly dividend of $0.7225 per share. Additionally, Evergy announced amendments to electric service agreements and a letter of intent with Digital Realty for a 1.4 gigawatt project.
Third quarter 2026 GAAP EPS was $2.59, up from $2.03 in the third quarter of 2025.
Raised 2026 adjusted EPS guidance to a range of $4.35 to $4.50 per share from $4.14 to $4.34.
Declared a quarterly dividend of $0.7225 per share, payable on December 18, 2026, to shareholders of record as of November 20, 2026.
Signed three amendments to electric service agreements and a letter of intent with Digital Realty for a 1.4 gigawatt project.
DTE Energy announced third quarter 2026 net income of $470 million, or $2.25 per diluted share, compared with $419 million, or $2.01 per diluted share, for the third quarter of 2025. The company also entered into an agreement to sell its non-utility DTE Vantage business for approximately $3 billion to institutional investors advised by J.P. Morgan Asset Management, with the transaction expected to close in the first half of 2027.
Reported third quarter 2026 net income of $470 million, or $2.25 per diluted share, compared to $419 million, or $2.01 per diluted share, in 2025.
Agreed to sell the DTE Vantage non-utility business for approximately $3 billion, with a closing expected in the first half of 2027.
Confirmed 2026 operating earnings per share guidance in the range of $7.59 to $7.73 and established a 2027 pro forma baseline range of $7.59 to $7.73.
Virtu reported third-quarter 2026 total revenues of $1,153.9 million, up 39.9% from a year earlier, and net income of $282.5 million, compared with $149.1 million in the prior-year quarter. The Board also approved moving the company's state of incorporation from Delaware to Texas, a step its controlling stockholder approved by written consent, with the change expected later this year.
Total revenues rose 39.9% to $1,153.9 million from $824.8 million in Q3 2025.
Basic and diluted EPS were $1.65, versus $0.86 a year earlier; net income was $282.5 million versus $149.1 million.
Board declared a quarterly cash dividend of $0.24 per share, payable December 15, 2026, to holders of record as of December 1, 2026.
TJMT Holdings LLC, holding a majority of voting power, approved the Delaware-to-Texas reincorporation on November 4, 2026; the company says operations, management and strategy are not expected to change.
Cardinal Health reported first-quarter fiscal 2027 revenue of $67.5 billion, a 5% increase year-over-year, alongside a GAAP diluted EPS of $2.38. Driven by strong segment performance, the company raised its full-year non-GAAP diluted EPS guidance range to $12.80 to $13.00 and completed a $500 million share repurchase program.
First-quarter revenue increased 5% to $67.5 billion compared to the prior-year period.
GAAP diluted EPS grew 27% to $2.38 and non-GAAP diluted EPS grew 28% to $3.26.
Fiscal year 2027 non-GAAP EPS guidance was raised to a range of $12.80 to $13.00.
The company completed its $500 million share repurchase program during the first quarter.
Iron Mountain Incorporated reported third-quarter 2026 total revenues of $2.0 billion and net income of $129 million, driven by strong growth in its storage rental and service segments. Supported by solid operational performance, the company raised its full-year 2026 financial guidance and increased its quarterly dividend by 15% to $0.993 per share.
Q3 2026 total revenues reached $2.0 billion, a 13.5% increase year over year.
Net income for the quarter was $129 million, compared to $86 million in Q3 2025.
Adjusted EBITDA grew 13.3% year over year to $748 million for the third quarter.
The quarterly dividend was increased by 15% to $0.993 per share, payable on January 6, 2027.
Tapestry, Inc. reported its fiscal first quarter results ended September 26, 2026, delivering $1.9 billion in revenue and increasing GAAP diluted EPS by 38% to $1.76. Driven by strong brand performance, particularly at Coach, the company raised its full-year fiscal 2027 revenue and earnings outlook while increasing its capital return program to $2.0 billion.
Delivered net sales of $1.89 billion in the first quarter of fiscal 2027, an increase of 11% reported and 12% pro forma versus the prior year.
Achieved GAAP diluted EPS of $1.76 and non-GAAP diluted EPS of $1.82 for the quarter ended September 26, 2026.
Raised fiscal year 2027 guidance to revenue of $8.5 billion to $8.6 billion and diluted EPS of $8.25 to $8.35.
Returned approximately $700 million to shareholders in the quarter through dividends and share repurchases, and updated full-year capital return outlook to $2.0 billion.
GEO Group reported third-quarter 2026 revenue of $761.1 million, up 12% from a year earlier, and adjusted net income of $51.8 million, up 48%. GAAP net income fell to $49.2 million from $173.9 million, which included a prior-year gain on asset divestitures. The company raised its full-year 2026 guidance for net income, adjusted net income and adjusted EBITDA, and disclosed a $950 million sale of the Adelanto Complex to ICE.
Q3 2026 revenue was $761.1 million versus $682.3 million in Q3 2025; GAAP diluted EPS was $0.37 versus $1.24
Q3 2026 adjusted net income was $51.8 million, or $0.39 per diluted share, versus $35.0 million, or $0.25, a year earlier
FY26 adjusted net income guidance raised to $185 million to $190 million ($1.40 to $1.44 per diluted share); adjusted EBITDA guidance raised to $568 million to $573 million
Share repurchase authorization raised by $750 million to $1.25 billion; about $1.07 billion remained available as of November 5, 2026
The Cigna Group reported third-quarter 2026 total revenues of $73.7 billion and shareholders' net income of $1.4 billion, or $5.47 per share. Driven by strong segment execution, the company raised its full-year 2026 adjusted income from operations outlook to at least $30.60 per share.
Total revenues for the third quarter of 2026 increased 6% year-over-year to $73.7 billion.
Shareholders' net income for the third quarter of 2026 was $1.4 billion, or $5.47 per share.
Full-year 2026 adjusted income from operations outlook was raised to at least $30.60 per share.
The company repurchased 1.8 million shares of common stock for approximately $500 million through November 4, 2026.
Targa Resources Corp. reported third-quarter 2026 net income attributable to the company of $658 million and adjusted EBITDA of $1.5 billion, representing an 18% increase year-over-year. The company raised its full-year 2026 adjusted EBITDA outlook to at least $6.0 billion and announced plans to recommend a 20% increase to its annualized common dividend for 2027.
Third-quarter 2026 net income attributable to Targa Resources Corp. was $658 million compared to $478 million in the third quarter of 2025.
Adjusted EBITDA for the third quarter reached $1.5 billion, up 18% year-over-year.
Full-year 2026 adjusted EBITDA is now expected to be at least $6.0 billion, with net growth capital expenditures estimated at approximately $5.0 billion.
Management intends to recommend an annualized common dividend of $6.00 per share for 2027, representing a 20% increase over 2026.
Enovis reported third-quarter 2026 net sales of $559 million, up 2% on a reported basis and 5% organic, and net income of $3 million compared with a net loss of $571 million a year earlier. The company raised its full-year adjusted EBITDA and adjusted EPS guidance, narrowed its revenue guidance, and approved a new $200 million share repurchase authorization.
Q3 net sales of $559 million, up 2% reported and 5% organic; adjusted EPS of $0.88 versus $0.75 a year earlier
2026 adjusted EBITDA guidance raised to $428-438 million from $425-435 million
2026 adjusted EPS guidance raised to $3.58-3.79 from $3.52-3.73; revenue guidance narrowed to $2.32-2.35 billion from $2.31-2.37 billion
New $200 million share repurchase authorization replaces the existing $100 million authorization
Oscar Health reported third-quarter 2026 net income attributable to the company of $167.3 million, or $0.49 per diluted share, compared with a net loss of $137.5 million, or $(0.53) per diluted share, a year earlier. The company also raised its full-year 2026 earnings from operations outlook to $850 million to $950 million, up from $600 million to $800 million, which points to a stronger profit picture for shareholders.
Third-quarter total revenue was $5.1 billion, compared with $3.0 billion in the third quarter of 2025, driven by rate increases and higher membership.
Medical loss ratio was 84.0% for the quarter, compared with 88.5% a year earlier; earnings from operations were $178.0 million, compared with a loss of $129.3 million.
Third-quarter revenue included a $250 million benefit from updated risk adjustment estimates.
Full-year 2026 total revenue outlook was raised to $19.0 billion to $19.3 billion, from $18.7 billion to $19.0 billion.
BeOne Medicines reported third quarter 2026 total revenue of $1.9 billion, up 34% from the prior year, and GAAP diluted EPS per ADS of $3.28 versus $1.09. The company raised its full-year 2026 total revenue guidance to $6.9 billion to $7.0 billion from $6.6 billion to $6.8 billion, and raised GAAP operating income guidance to $1.2 billion to $1.3 billion.
Q3 2026 total revenue $1.9 billion, up 34%; BRUKINSA global revenue $1.4 billion, up 34%
GAAP diluted EPS per ADS $3.28 vs $1.09; non-GAAP diluted EPS per ADS $4.59 vs $2.65
FY 2026 total revenue guidance raised to $6.9 billion to $7.0 billion from $6.6 billion to $6.8 billion
Q3 GAAP gross margin 88% vs 86%, which includes a $22 million non-cash impairment tied to discontinuing POBEVCY promotion
Haemonetics reported second-quarter fiscal 2027 revenue of $357.8 million, up 9.3%, and GAAP earnings of $1.00 per diluted share, up from $0.81 a year earlier. The company raised its reported revenue growth guidance to 8% to 11% but narrowed its adjusted operating margin expansion guidance to 0 to 50 basis points from 50 to 100 basis points.
Q2 revenue $357.8 million, up 9.3%; organic revenue growth 10.0%
GAAP EPS $1.00 vs. $0.81 a year earlier; adjusted EPS $1.35, up 6.3%
Reported revenue guidance raised to 8% to 11% from 5% to 8%; adjusted operating margin expansion lowered to 0 to 50 basis points from 50 to 100
EPAM reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, and GAAP diluted EPS of $2.53, up from $1.91. The Board replaced the prior repurchase program with a new $1.8 billion authorization through December 31, 2029, and EPAM expects to enter a $500 million accelerated share repurchase during the week of November 9, 2026, which shareholders would see as a larger capital return.
Q3 revenue $1.426 billion, up $32.1 million or 2.3%; GAAP income from operations rose 21.4% to $175.9 million
GAAP diluted EPS $2.53 vs. $1.91 a year earlier; non-GAAP diluted EPS $3.51, up 14.0%
$500 million accelerated share repurchase expected the week of November 9, 2026, funded with cash on hand and credit facility borrowings
Fourth-quarter revenue expected at $1.405 billion to $1.420 billion; cash, cash equivalents and restricted cash fell to $969.9 million as of September 30, 2026
Dorian LPG reported revenues of $221.3 million for the quarter ended September 30, 2026, up 78.4% from a year earlier, driven by higher time charter equivalent rates. Net income of $213.9 million included a $63.6 million gain on vessel sales, and the company declared an irregular cash dividend of $1.25 per share, about $53.7 million in total, payable November 24, 2026.
Revenues were $221.3 million, up from $124.1 million a year earlier, with TCE rates at $96,990 per available day versus $53,725.
Net income was $213.9 million, or $4.98 per diluted share, versus $1.30 a year earlier; adjusted EPS was $3.46 versus $1.31.
Adjusted EBITDA was $242.0 million, compared with $85.7 million in the prior-year quarter.
An irregular dividend of $1.25 per share, about $53.7 million, is payable on or about November 24, 2026, to holders of record as of November 9, 2026.
Kinetik reported third quarter 2026 results, with Adjusted EBITDA of $278.1 million, up from $242.6 million a year earlier, and net income including noncontrolling interest of $50.9 million, up from $15.5 million. The company now expects full year 2026 Adjusted EBITDA at the high end of its $1.04 billion to $1.1 billion guidance range and expects capital expenditures about 5% below its $560 million guidance.
Q3 2026 total operating revenues were $569.4 million, versus $464.0 million in Q3 2025; diluted EPS attributable to Class A holders was $0.26, versus $0.03
Midstream Logistics Adjusted EBITDA was $203.6 million, a 34% year-over-year increase; Pipeline Transportation Adjusted EBITDA fell 18% to $78.5 million, mainly due to the EPIC Crude Holdings divestiture
Free Cash Flow was $87.5 million for Q3 2026 versus $13.9 million a year earlier; Net Debt was $3.94 billion at September 30, 2026
The ECCC Pipeline expansion reached final investment decision, and the company expects in-service in mid-2027
Genco Shipping & Trading reported third-quarter 2026 net income of $38.0 million, or $0.85 per diluted share, compared with a net loss of $1.1 million a year earlier, and declared a record $1.05 per share dividend. The company reiterated a projected Q4 2026 dividend of greater than $1 per share, but that projection depends on current fixtures and the forward freight agreement curve, which the filing says is subject to change.
Q3 2026 net income of $38.0 million, or $0.85 diluted EPS, versus a net loss of $1.1 million in Q3 2025
Record Q3 2026 dividend of $1.05 per share, payable on or about November 23, 2026 to holders of record as of November 16, 2026
Voyage revenues of $151.9 million versus $79.9 million a year earlier; adjusted EBITDA of $68.1 million, up 214% year over year
Q4 2026 projected dividend reiterated at greater than $1 per share; Q4 fixtures cover 66% of owned fleet available days
ATN International reported third quarter 2026 results with revenue flat at $183.2 million and Adjusted EBITDA flat at $50 million, while operating income rose 32% to $12.9 million and diluted EPS rose to $1.09 from $0.18. The company now expects 2026 Adjusted EBITDA at the high end of, or modestly above, its previous $183 million to $193 million range, though the US Tower Portfolio Sale weighed on US results.
Diluted EPS increased to $1.09 from $0.18, primarily reflecting higher operating income, lower interest expense and a greater tax benefit.
Revenue was stable at $183.2 million; International Telecom revenue rose 2% to $96.9 million while US Telecom revenue fell 2% to $86.3 million.
2026 Adjusted EBITDA is now expected at the high end of, or modestly above, the previous $183 million to $193 million range; capital expenditure guidance of $105 million to $115 million is unchanged.
Cash, cash equivalents and restricted cash totaled $351.5 million at September 30, 2026; the Net Leverage Ratio improved to 0.94x from 2.36x at December 31, 2025.
RLJ Lodging Trust reported third-quarter 2026 total revenue of $354.5 million, up 7.4%, and net income of $4.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 outlook, including Adjusted FFO per diluted share of $1.47 to $1.51, citing strong third-quarter results and preliminary October results.
Comparable RevPAR rose 9.7% to $153.36 in the third quarter, driven by a 6.4% increase in ADR and a 230 basis point increase in occupancy.
Adjusted EBITDA was $85.2 million, up 17.3%, and Adjusted FFO per diluted share was $0.34, up 25.9% from $0.27.
Full-year 2026 outlook: Adjusted EBITDA of $352 million to $358 million and Comparable Hotel EBITDA of $377 million to $383 million.
In October 2026, the company sold seven hotels near Chicago Midway Airport for $110.0 million, and it reported approximately $448.3 million of unrestricted cash as of September 30, 2026.
Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.
Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026
Chord Energy reported third-quarter 2026 results, with net income of $181.6 million ($3.29 per diluted share) compared with $130.1 million ($2.26) a year earlier, though below the $525.2 million reported in the second quarter. The company raised its full-year 2026 oil volume guidance and expects Adjusted Free Cash Flow to be about $200 million higher than in August, while also announcing a $550.0 million gross Marcellus divestiture expected to close in the fourth quarter.
Net income was $181.6 million ($3.29 per diluted share) in Q3 2026, up from $130.1 million ($2.26) in Q3 2025 and down from $525.2 million in Q2 2026.
FY26 oil volume midpoint guidance increased about 1% from 161.0 to 162.5 MBopd; FY26 Adjusted Free Cash Flow expectations rose about $200 million since the August outlook.
The company repurchased $205.0 million of shares in Q3 2026 and another $78 million in Q4 2026 through October 30, 2026, and declared a base dividend of $1.30 per share payable December 7, 2026.
Marcellus non-operated assets are being divested for total gross consideration of $550.0 million, with closing expected in Q4 2026.
Ormat reported third-quarter 2026 revenue of $275.1 million, up 10.2%, and net income attributable to stockholders of $31.9 million, up 32.2%, with diluted EPS of $0.51 versus $0.39. The company said it raised the midpoints of its full-year 2026 revenue and Adjusted EBITDA guidance, which now call for total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Energy Storage revenue rose 145.2% to $49.9 million; Electricity segment revenue fell 2.1%, which the company attributed to a hurricane-related forced outage at Puna.
Diluted EPS was $0.51 versus $0.39 a year earlier; adjusted diluted EPS was $0.56 versus $0.41.
2026 guidance: total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Board declared a quarterly dividend of $0.12 per share, payable December 2, 2026, to holders of record on November 18, 2026.
Atmos Energy reported fiscal 2026 earnings per diluted share of $8.49 on net income of $1.4 billion and initiated fiscal 2027 earnings guidance of $9.05 to $9.25 per diluted share. Additionally, the company declared a quarterly dividend of $1.09 per common share and increased its indicated annual dividend for fiscal 2027 to $4.36.
Fiscal 2026 earnings per diluted share were $8.49 on net income of $1.4 billion.
Fiscal 2027 earnings per diluted share guidance is expected to be $9.05 to $9.25.
Fiscal 2027 capital expenditures are expected to be approximately $4.5 billion.
Indicated annual dividend for fiscal 2027 is $4.36, representing a 9.0% increase over fiscal 2026.
Watts Water Technologies reported third quarter 2026 net sales of $728.0 million, up 19% on a reported basis and 12% organically, with diluted EPS of $4.34 versus $2.45 a year earlier. The company raised its full-year 2026 sales and operating margin outlook, though GAAP margin and EPS include $39.3 million of tariff refunds classified as a special item.
Q3 2026 net sales were $728.0 million, up 19% reported and 12% organic, driven mainly by data center growth and price realization
Diluted EPS was $4.34, up 77%; adjusted diluted EPS was $3.40, up 36%, with the GAAP figure including $0.94 per share from tariff refunds
Full-year 2026 reported sales growth outlook was raised to 17% to 18%, and adjusted operating margin outlook to 20.3% to 20.4%
Repurchased about 11,000 shares for $3.9 million in Q3; about $117 million remains under the 2023 repurchase program
Arq reported third quarter 2026 revenue of $38.2 million, up 9% from a year earlier, and net income of $2.5 million compared with a net loss of $0.9 million, as adjusted, in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $19-20 million from $17-20 million, while keeping its revenue guidance at $120-125 million.
Q3 2026 revenue of $38.2 million versus $35.1 million in Q3 2025, driven predominantly by higher volumes
Q3 2026 net income of $2.5 million, or $0.06 per diluted share, versus a net loss of $0.9 million, as adjusted, in Q3 2025
Adjusted EBITDA of $8.8 million in Q3 2026 versus $5.2 million, up 71%; full-year 2026 Adjusted EBITDA guidance now $19-20 million
Cash and restricted cash of $19.1 million at September 30, 2026, versus $12.1 million at June 30, 2026; total debt of $28.2 million, down from $30.7 million
Saia reported record third quarter revenue of $982.5 million, up 17.0%, and diluted EPS of $3.41, up 21.4% from adjusted EPS of $2.81 a year earlier. The Board also authorized repurchases of up to $250 million of common stock.
Q3 revenue rose 17.0% to $982.5 million; tonnage per workday up 8.9%, shipments per workday up 0.8%
Diluted EPS of $3.41 versus adjusted $2.81 in Q3 2025; operating ratio 87.6%, unchanged from adjusted prior-year level
Board authorized up to $250 million in share repurchases; ended quarter with $203 million cash and $100.0 million total debt
Management expects Q4 operating ratio improvement of over 200 basis points year over year, based on October trends
Orion S.A. reported third quarter 2026 net sales of $472.8 million, up 5% from $450.9 million a year earlier, and a net loss of $3.1 million, compared with $67.1 million in the prior-year quarter, which included an $80.8 million goodwill impairment. The company tightened its 2026 Adjusted EBITDA guidance to $190 million to $200 million and raised the midpoint, citing strong year-to-date results offset by expected fourth-quarter seasonal softness and a heavier plant turnaround schedule.
Net sales of $472.8 million, up 5% year over year; Adjusted EBITDA of $66.8 million versus $57.7 million
Net loss of $3.1 million, or $0.05 per share, versus a net loss of $67.1 million, or $1.20 per share, a year earlier
Third quarter Adjusted EBITDA included an approximate $17 million net benefit from the timing of European emission allowances
2026 Adjusted EBITDA guidance tightened to $190 million to $200 million with the midpoint raised; free cash flow was $46 million in the quarter and net debt was $918 million
APA reported third-quarter 2026 net income attributable to common stock of $698 million, or $2.00 per diluted share, up from $205 million, or $0.57 per diluted share, a year earlier. Total revenues rose to $2.77 billion from $2.1 billion, and the company raised its 2026 free cash flow outlook to approximately $2.9 billion, which it says supports larger shareholder returns and debt reduction.
Q3 2026 net income of $698 million ($2.00 diluted per share) vs. $205 million ($0.57) in Q3 2025; adjusted earnings were $676 million ($1.94 per diluted share)
2026 free cash flow outlook increased to approximately $2.9 billion, up $600 million from the August update
Returned $537 million to shareholders in Q3, including $450 million of share repurchases; net debt target lowered to $2 billion
Preliminary 2027 upstream capital budget of $2.5 billion; full-year 2026 lease operating expense guidance raised $25 million to $1,525 million
Murphy Oil reported third quarter 2026 results on November 4, 2026, with net income attributable to Murphy of $171.1 million, or $1.17 per diluted share, compared with a loss of $3.0 million a year earlier. The company raised its full-year 2026 production guidance to 176,000 to 178,000 BOEPD, a 6,000 BOEPD increase at the midpoint, and said it paid $50 million in dividends during the quarter. The company also announced production sharing contracts for the C-10 and Tiof blocks offshore Mauritania.
Net income attributable to Murphy was $171.1 million, or $1.17 per diluted share, versus a loss of $3.0 million, or $0.02 per share, in the third quarter of 2025.
Revenue from production was $849.2 million, up from $720.97 million a year earlier.
Production of 186,495 BOEPD exceeded quarterly guidance of 171,000 to 179,000 BOEPD.
Full-year 2026 production guidance was raised to 176,000 to 178,000 BOEPD; $550 million remains under the share repurchase authorization, and no shares were repurchased in the quarter.
MKS Inc. reported third quarter 2026 revenue of $1,413 million, up from $988 million a year earlier, and GAAP diluted earnings per share of $3.26, up from $1.10. The Board also approved a new share repurchase program of up to $500 million, replacing a 2011 program with about $28 million remaining, and guided fourth quarter 2026 revenue to $1,490 million plus or minus $40 million. For shareholders, the results and guidance point to higher earnings, and the buyback and $0.25 quarterly dividend return capital to them.
Q3 2026 revenue of $1,413 million vs. $988 million in Q3 2025 and $1,248 million in Q2 2026.
GAAP net income of $236 million and diluted EPS of $3.26 vs. $1.10 in Q3 2025; Non-GAAP diluted EPS of $4.18.
Q4 2026 guidance: revenue of $1,490 million plus or minus $40 million and GAAP diluted EPS of $4.04 plus or minus $0.38; guidance excludes the pending Ophir Optics sale.
Share repurchase program of up to $500 million effective November 2, 2026; quarterly dividend of $0.25 per share payable December 7, 2026.
Albemarle reported third-quarter 2026 net sales of $1.6 billion, up 19% from a year earlier, and net income attributable to the company of $297 million, or $2.15 per diluted share, compared with a loss of $1.72 per share in the prior-year quarter. The company raised its full-year 2026 Specialties adjusted EBITDA outlook to $350-$375 million and cut its capital expenditure forecast to $300-$350 million, but said fourth-quarter net sales and adjusted EBITDA are expected to decline sequentially on lower lithium market pricing.
Q3 2026 net sales were $1,553.1 million, up 18.8% from $1,307.8 million in Q3 2025; adjusted EBITDA was $645.5 million, up 186.1%.
Diluted EPS was $2.15; adjusted diluted EPS was $2.58, compared with an adjusted loss of $0.19 in Q3 2025.
Full-year 2026 Specialties adjusted EBITDA outlook was raised to $350-$375 million from $275-$325 million.
Full-year 2026 capital expenditure forecast was reduced to $300-$350 million from approximately $500 million; Q4 2026 net sales and adjusted EBITDA are expected to decrease sequentially.
Magnite reported third-quarter 2026 revenue of $204.2 million, up 14% year-over-year, and net income of $34.0 million, or $0.23 per diluted share, up 70%. The company raised its full-year 2026 guidance for contribution ex-TAC growth, Adjusted EBITDA growth and Adjusted EBITDA margin, which points to higher expected profitability for shareholders.
Q3 2026 contribution ex-TAC of $200.6 million, up 20% year-over-year and above the $188 million to $192 million guidance range
Contribution ex-TAC from CTV of $105.4 million, up 39% year-over-year; DV+ contribution of $95.3 million, up 5%
Full-year 2026 contribution ex-TAC growth raised to about 17%, from 13% to 14%; Adjusted EBITDA margin raised to about 38.5%, from at least 37%
Q4 2026 contribution ex-TAC expected between $227 million and $233 million
VIAVI reported preliminary fiscal first-quarter 2027 net revenue of $469.3 million, up 56.9% from a year earlier, and GAAP net income of $76.0 million, or $0.29 per diluted share, compared with a loss of $0.10 per share a year earlier. The board also authorized a new repurchase program of up to $500 million, and the company expects second-quarter net revenue of $505 million to $515 million.
Net revenue of $469.3 million, up from $299.1 million in the year-earlier quarter; GAAP diluted EPS of $0.29 versus a $(0.10) loss
Non-GAAP diluted EPS of $0.47 and non-GAAP operating margin of 29.0% for the quarter ended October 3, 2026
Second-quarter fiscal 2027 outlook: net revenue of $505 million to $515 million and non-GAAP EPS of $0.50 to $0.52
New $500 million share repurchase authorized November 1, 2026, in addition to a 2022 plan with approximately $18.4 million remaining
SiTime reported third-quarter 2026 net revenue of $298.7 million, up 257% from $83.6 million a year earlier, and GAAP net income of $4.4 million, or $0.14 per diluted share, compared with a net loss of $8.0 million a year earlier. The company also announced a three-for-one forward stock split, with trading on a split-adjusted basis expected to begin December 7, 2026, which the company says is intended to make ownership more accessible to employees and investors.
Q3 2026 revenue of $298.7 million, up from $157.4 million in the June 2026 quarter and $83.6 million in the year-ago quarter
GAAP net income of $4.4 million, or $0.14 per diluted share; non-GAAP net income of $130.3 million, or $4.01 per diluted share
Acquisition related costs were $21.3 million in the quarter, and amortization of acquired intangibles was $61.8 million
Three-for-one forward stock split: record date December 3, 2026, distribution after market close December 4, 2026
Palomar Holdings reported third quarter 2026 net income of $65.3 million, or $2.42 per diluted share, up from $51.5 million, or $1.87, a year earlier. Gross written premiums rose 28.4% to $767.0 million, but the loss ratio increased to 41.5% from 32.3%, and the combined ratio rose to 80.8% from 78.1%. The company now expects full-year 2026 adjusted net income of $280 million to $285 million, and its CEO said this was the fourth increase to the adjusted net income guidance range this year.
Net income of $65.3 million, or $2.42 per diluted share, versus $51.5 million, or $1.87, in Q3 2025
Gross written premiums up 28.4% to $767.0 million; loss ratio 41.5% versus 32.3%; combined ratio 80.8% versus 78.1%
Full-year 2026 adjusted net income outlook of $280 million to $285 million, including $8 million to $12 million of catastrophe losses
Board declared a quarterly cash dividend of $0.45 per share, payable December 2, 2026, to holders of record as of November 17, 2026
Macerich reported third-quarter 2026 total revenues of $260.1 million, up from $253.3 million a year earlier. Net loss attributable to the company narrowed to $16.7 million, or $0.06 per share, from $87.4 million, or $0.34 per share, mainly due to a gain on asset sales. Two mortgage loans, totaling $399.4 million, went into default after quarter end, and the company is negotiating with both lenders.
Total revenues were $260.1 million for the quarter, compared with $253.3 million in Q3 2025.
FFO, as adjusted, was $109.1 million, or $0.37 per diluted share, compared with $96.2 million, or $0.36 per share.
The $325.0 million Fresno Fashion Fair loan went into default effective November 2, 2026; the $74.4 million Fashion Outlets of Niagara Falls loan went into default effective October 6, 2026.
Envista reported third-quarter 2026 sales of $691.5 million, up 3.2% from a year earlier, with core sales growth of 2.7%. GAAP diluted EPS was $3.11, compared with a loss of $0.18 a year earlier, but that result includes a non-cash $428 million foreign currency translation gain, while adjusted diluted EPS rose to $0.40 from $0.32. The company raised its full-year 2026 adjusted diluted EPS guidance to $1.54 to $1.58 from $1.50 to $1.55.
Q3 sales $691.5 million vs. $669.9 million a year earlier; core sales growth 2.7%
GAAP diluted EPS $3.11 includes a $428 million non-cash currency translation gain ($2.62 per diluted share before tax)
Adjusted EBITDA $105.8 million, up from $97.1 million; adjusted EBITDA margin 15.3%
Updated 2026 guidance: adjusted diluted EPS $1.54 to $1.58 (prior $1.50 to $1.55); adjusted EBITDA growth 12.5% to 14% (prior 11% to 14%)
ADMA Biologics reported third quarter 2026 total revenue of $141.1 million, up 5% from a year earlier, and GAAP net income of $49.9 million, up 37%. The company reiterated its FY2026 revenue outlook of at least $530 million and raised its minimum expectations for Adjusted Net Income and Adjusted EBITDA. BIVIGAM revenue fell from the prior-year quarter, a trend the company says showed signs of stabilizing.
Q3 2026 ASCENIV revenue was $124.7 million, up 31% year-over-year; BIVIGAM revenue was $15.4 million, down from $23.8 million a year earlier.
GAAP net income was $49.9 million, or $0.22 basic EPS, compared with $36.4 million and $0.15 in the prior-year quarter.
FY2026 outlook: total revenue at least $530 million (reiterated), Adjusted Net Income at least $180 million, and Adjusted EBITDA at least $275 million (both raised).
The company repurchased 2.7 million shares in the third quarter and is on track for a $200 million or more 2026 buyback target.
Paycom Software reported third-quarter 2026 total revenues of $543.8 million, up 10.2% from a year earlier, and GAAP net income of $133.2 million, or $2.99 per diluted share, compared with $1.96 a year earlier. The company said it is once again raising its full-year outlook, with 2026 total revenue now expected to be $2.213 billion to $2.218 billion, which matters to shareholders because it signals continued growth in both sales and profit.
Q3 total revenues were $543.8 million, up 10.2% from $493.3 million in the same period of 2025.
GAAP diluted EPS was $2.99 versus $1.96; non-GAAP diluted EPS was $3.37 versus $1.94.
2026 guidance: total revenue of $2.213 billion to $2.218 billion (about 8% growth) and adjusted EBITDA of $1.069 billion to $1.079 billion.
Cash and cash equivalents were $193.9 million at September 30, 2026, down from $370.0 million at December 31, 2025.
electroCore reported third-quarter 2026 net sales of $9.7 million, up about 12% from a year earlier, and a GAAP net loss of $1.3 million, down from $3.4 million. The company revised its full-year 2026 revenue outlook to $39 million to $42 million, replacing prior guidance of greater than 30% revenue growth, and gave preliminary 2027 revenue growth guidance of 30% to 40%.
Q3 2026 net sales were $9.7 million, compared with $8.7 million in Q3 2025.
GAAP net loss was $1.3 million, or $0.13 per share, versus $3.4 million, or $0.40 per share, a year earlier.
Full-year 2026 revenue outlook was revised to $39 million to $42 million, from prior guidance of greater than 30% growth.
Cash, cash equivalents and marketable securities were approximately $7.5 million at September 30, 2026.
AppLovin announced its third quarter 2026 financial results, reporting net income of $1.44 billion on revenue of $2.18 billion, and provided fourth quarter guidance for revenue between $2.365 billion and $2.395 billion. Additionally, consenting stockholders holding approximately 67 percent of voting power approved the company's reincorporation from Delaware to Nevada by written consent on October 29, 2026. Shareholders should note the strong earnings growth alongside an increased share repurchase authorization of $3.6 billion.
Net income for the quarter ended September 30, 2026, grew 72% year-over-year to $1.44 billion on record revenue of $2.18 billion.
Fourth quarter 2026 revenue is expected to be between $2.365 billion and $2.395 billion.
Consenting stockholders holding approximately 67% of voting power approved the Nevada Reincorporation by written consent on October 29, 2026.
The board of directors increased the share repurchase authorization by $3.2 billion, bringing the total current authorization to $3.6 billion as of the end of October.
Permian Resources reported third quarter 2026 net income attributable to Class A common stock of $420 million, or $0.49 per diluted share, up from $59 million, or $0.08 per diluted share, a year earlier. Oil and gas sales rose to $1.96 billion from $1.32 billion, and the company raised the midpoint of its 2026 oil production guidance to 202.5 MBbls/d while widening its capital expenditure range to $1.975 billion to $2.075 billion.
Oil and gas sales were $1,957.7 million for the quarter, compared with $1,321.8 million in the third quarter of 2025.
Diluted earnings per share were $0.49, compared with $0.08 a year earlier.
The company completed about 175 transactions for upfront cash consideration of $1.15 billion, including the Ridge Runner acquisition, which closed October 30, 2026.
Quarterly base dividend declared at $0.16 per share, payable December 31, 2026.
Figma reported third-quarter 2026 revenue of $391.4 million, up 43% year over year and $16.4 million above the high end of its prior guidance. The company raised its full-year 2026 revenue outlook by $33.0 million to a range of $1.497 billion to $1.499 billion, while GAAP net loss was $81.3 million, or $0.15 per share, compared with a $1.10 billion loss a year earlier.
Q3 2026 revenue was $391.4 million, up 43% year over year, and non-GAAP operating income was $47.0 million.
Full-year 2026 revenue outlook raised by $33.0 million to between $1.497 billion and $1.499 billion.
Fourth-quarter 2026 revenue guidance is between $402.0 million and $404.0 million.
GAAP net loss was $81.3 million ($0.15 per share); non-GAAP net income per diluted share was $0.10.
Remitly reported third-quarter 2026 revenue of $509.8 million, up 22% from a year earlier, and net income of $67.6 million, up from $8.8 million. The company raised its full-year 2026 revenue outlook to $1.989 billion to $1.991 billion and increased its share repurchase authorization from $200 million to $500 million, which gives shareholders a larger buyback program.
Q3 2026 revenue of $509.8 million, up 22% from $419.5 million in Q3 2025
Q3 2026 net income of $67.6 million, up 665% from $8.8 million; Adjusted EBITDA of $120.8 million, up 97%
Full-year 2026 revenue outlook of $1.989 billion to $1.991 billion, representing 22% growth
Board raised share repurchase authorization by $300 million to $500 million; the program does not obligate purchases
SmartStop Self Storage REIT reported third quarter 2026 net income attributable to common stockholders of approximately $9.0 million, up about $3.8 million from a year earlier, with net income of $0.16 per share versus $0.09. Management said it raised its full-year same-store net operating income guidance for the fourth time this year, and it described a pending $74.3 million CAD investment in Strategic Storage Canada, which is subject to closing conditions.
Q3 2026 net income attributable to common stockholders was approximately $9.0 million, or $0.16 per share, versus $0.09 in Q3 2025.
FFO, as adjusted, per diluted share and OP unit was $0.51, up about $0.04 from $0.47 a year earlier.
Same-store NOI rose 4.9% in the quarter, while same-store average physical occupancy was 92.2%, down about 0.4%.
SmartStop agreed on September 29, 2026 to invest approximately $74.3 million CAD in Strategic Storage Canada, expected to close in Q4 2026.
Sezzle reported third-quarter 2026 results that beat the prior year on every headline measure, with total revenue up 42.6% to a record $166.5 million and net income up 79.3% to $47.8 million. The company raised its full-year 2026 guidance for the fourth time and gave preliminary 2027 Adjusted Net Income per Diluted Share guidance of $7.20, which signals continued growth expectations for shareholders.
Total revenue rose 42.6% year over year to a record $166.5 million; total transaction volume rose 34.9% to $1.4 billion.
Net income rose 79.3% to $47.8 million, or $1.38 per diluted share, versus $0.75 a year earlier.
FY2026 Adjusted Net Income per Diluted Share guidance was raised to $5.45–$5.50, from $5.25 previously.
Preliminary FY2027 Adjusted Net Income per Diluted Share guidance is $7.20; Active Subscribers rose 68.1% to 955,000.
Edgewise Therapeutics reported third quarter 2026 net income of $1,166.2 million, or $9.65 per diluted share, compared with a net loss of $40.7 million in the same period of 2025. The swing reflects a $1.348 billion gain on the July 2026 sale of the sevasemten program and muscular dystrophy business to Servier, while operating expenses were roughly flat year over year.
Net income of $1,166.2 million ($9.65 per diluted share) versus a net loss of $40.7 million ($0.39 per share) in Q3 2025
Gain on the sevasemten sale to Servier was $1.348 billion; the company received $1.396 billion in upfront cash at closing
Research and development expenses were $31.6 million versus $37.5 million; general and administrative expenses rose to $14.6 million from $9.4 million
Cash, cash equivalents and marketable securities were $1,743.9 million as of September 30, 2026
Expedia Group reported third-quarter 2026 financial results showing 11% growth in gross bookings and 12% growth in revenue year-over-year. The company also raised its full-year guidance and declared a quarterly cash dividend of $0.48 per share.
Gross bookings grew 11% year-over-year to $34.01 billion for the quarter ended September 30, 2026.
Total revenue increased 12% year-over-year to $4.94 billion.
GAAP net income rose 7% year-over-year to $1.03 billion, while Adjusted EBITDA increased 17% to $1.69 billion.
The Executive Committee declared a quarterly cash dividend of $0.48 per share, payable on December 10, 2026.
CHS Inc. reported net income of $1.1 billion for the fiscal year ended August 31, 2026, up from $597.9 million in fiscal 2025, on revenues of $39.2 billion versus $35.5 billion. The company plans to return $300 million to owners in fiscal 2027, roughly a 150% increase over its fiscal 2026 distribution, which shows the higher profits flowing back to members.
Net income of $1.1 billion for fiscal 2026 versus $597.9 million for fiscal 2025
Consolidated revenues of $39.2 billion versus $35.5 billion, mainly due to higher commodity prices
Energy segment pretax earnings of $554.6 million, up $573.6 million, while Corporate and Services fell $122.4 million to $92.1 million
Planned fiscal 2027 distribution of $300 million: $150 million cash patronage and up to $150 million in equity redemptions
W.W. Grainger, Inc. reported third quarter 2026 net sales of $5.2 billion and adjusted diluted earnings per share of $12.54, reflecting steady performance across both of its operating segments. Driven by these results, the company raised its full-year 2026 financial guidance, including an updated adjusted diluted EPS range of $47.00 to $48.00.
Third quarter sales reached $5.2 billion, up 11.3% on a reported basis and 14.9% on a daily, organic constant currency basis compared to the third quarter of 2025.
Adjusted diluted earnings per share grew 22.8% to $12.54 for the quarter ended September 30, 2026.
The company updated its full-year 2026 net sales guidance to a range of $19.8 billion to $20.0 billion.
Operating cash flow for the quarter was $661 million, with $396 million returned to shareholders through dividends and share repurchases.
AFG reported third-quarter 2026 net earnings of $282 million ($3.40 per share), up from $215 million ($2.58 per share) a year earlier, and declared a one-time special cash dividend of $3.50 per share. The dividend totals approximately $290 million and is payable November 25, 2026, to holders of record on November 16, 2026. The company said the August 2026 sale of Charleston Harbor Resort & Marina generated $126 million in pretax net investment income and contributed $1.21 per share of core net operating earnings in the quarter.
Net earnings $282 million ($3.40 per share) vs. $215 million ($2.58 per share) in Q3 2025
Core net operating earnings $329 million ($3.97 per share) vs. $224 million ($2.69 per share) in Q3 2025
Special dividend $3.50 per share, about $290 million in total, payable November 25, 2026
Specialty P&C combined ratio 93.8% vs. 93.0% a year earlier
Neuronetics reported third-quarter 2026 total revenue of $42.0 million, up 12.5% from a year earlier, with the Greenbrook clinic network driving most of the growth. The net loss attributable to stockholders narrowed to $1.7 million, or $0.02 per share, from $9.0 million, or $0.13 per share, and the company raised the low end of its full-year gross margin outlook while lowering its operating expense forecast.
Q3 2026 total revenue was $42.0 million, up 12.5%; Greenbrook revenue rose 20.1% to $26.2 million.
Net loss attributable to stockholders was $1.7 million, or $0.02 per share, versus $9.0 million, or $0.13 per share, in Q3 2025.
Full-year 2026 revenue guidance is unchanged at $160 million to $164 million; gross margin guidance is now 49% to 50%, up from 48% to 50%.
Full-year 2026 operating expense guidance was lowered to $92.5 million to $95.5 million from $95 million to $100 million.
L.B. Foster reported third-quarter 2026 net sales of $168.0 million, up 21.5%, and net income attributable to the company of $6.8 million, up 55.4% from a year earlier. The company raised its full-year 2026 sales outlook to $570 million to $590 million, narrowed its Adjusted EBITDA range to $42 million to $45 million, and increased its Free Cash Flow range to $20 million to $28 million.
Third-quarter net sales rose 21.5% to $168.0 million, while gross margin fell 200 basis points to 20.5%.
Full-year 2026 guidance: net sales $570 million to $590 million; Adjusted EBITDA $42 million to $45 million; Free Cash Flow $20 million to $28 million.
Total debt was $28.7 million at September 30, 2026, down from $58.7 million a year earlier.
The company completed the Dulworth acquisition on October 28, 2026 for approximately $52.2 million; guidance assumes no material impact from it.
Geron reported third quarter 2026 product revenue of $60.1 million, up from $47.2 million a year earlier, and net income of $1.4 million, compared with a net loss of $18.4 million in the same quarter of 2025. The company kept its 2026 RYTELO revenue expectation at the mid-to-high end of $220 million to $240 million but lowered its total operating expense range to $220 million to $230 million, which is below the prior $230 million to $240 million range.
Q3 2026 total product revenue, net was $60.1 million, versus $47.2 million in Q3 2025, and RYTELO demand grew 10% from Q2 2026.
Q3 2026 net income was $1.4 million, or $0.00 per share, compared with a net loss of $18.4 million, or $0.03 per share, in Q3 2025.
2026 total operating expense guidance was lowered to $220 million to $230 million from $230 million to $240 million.
Cash, cash equivalents, restricted cash and marketable securities were $339.4 million as of September 30, 2026.
uniQure reported third quarter 2026 results with revenue of $5.2 million, up from $3.7 million a year earlier, and a net loss of $61.2 million, or $0.88 per share, versus $80.5 million, or $1.38 per share, in the prior-year quarter. The FDA granted Priority Review to the Biologics License Application for ifezuntirgene inilparvovec in Huntington's disease, with a PDUFA target action date of May 1, 2027, and the company said its $768.4 million in cash and investments is expected to fund operations into 2030.
Revenue was $5.2 million for the quarter ended September 30, 2026, up $1.5 million from $3.7 million, driven by higher license revenue.
Net loss was $61.2 million, or $0.88 per share, compared with $80.5 million, or $1.38 per share, a year earlier.
The FDA granted Priority Review to the BLA for ifezuntirgene inilparvovec with a PDUFA target action date of May 1, 2027.
Cash, cash equivalents and investment securities were $768.4 million as of September 30, 2026, which the company expects to fund operations into 2030.
Charles River Laboratories International reported third-quarter 2026 revenue of $982.7 million and increased its full-year guidance for revenue and non-GAAP earnings per share. The results were driven by a 4.7% increase in organic revenue and a lower tax rate, alongside a significant benefit from the reversal of acquired tax reserves.
SharkNinja reported a 21.2% increase in third-quarter net sales to $1.98 billion and a 79.3% increase in net income to $338.4 million compared to the prior year period. Driven by operational strength and tariff refund claims, the company raised its fiscal year 2026 outlook across key financial metrics.
Net sales increased 21.2% to $1,976.4 million for the third quarter ended September 30, 2026.
Net income increased 79.3% to $338.4 million, with diluted net income per share at $2.39.
Fiscal year 2026 net sales growth outlook was raised to a range of 18.0% to 19.0%.
Adjusted diluted net income per share for fiscal year 2026 is now expected to be between $6.65 and $6.75.
Insulet reported third-quarter 2026 revenue of $842.0 million, up 19.2%, and net income of $141.1 million, or $2.03 per diluted share, compared with $87.6 million, or $1.24 per diluted share, a year earlier. The company raised its low-end total revenue guidance for 2026 to 21%-22% from 20%-22% and expects adjusted operating margin to expand about 150 basis points, up from about 100 basis points, and its board approved a $1 billion share repurchase program.
Q3 revenue of $842.0 million, up 19.2% (19.6% in constant currency), above the high end of the 17.5%-19.5% constant-currency guidance range
Net income of $141.1 million, or $2.03 per diluted share, versus $87.6 million, or $1.24 per diluted share; adjusted EPS was $1.99
FY 2026 total revenue guidance (constant currency) of 21%-22%, up from 20%-22%; adjusted operating margin expansion of about 150 bps versus about 100 bps prior
Board authorized repurchases of up to $1 billion through December 31, 2028, with about $400 million planned for Q4 2026 using existing cash
CPI Card Group reported third-quarter 2026 revenue of $158.4 million, up 15%, and net income of $5.0 million, or $0.41 per diluted share, compared with $0.19 a year earlier. The company raised its 2026 revenue growth and Free Cash Flow targets for the second straight quarter, and Parallel49 completed the sale of its remaining CPI shares in a secondary offering.
Q3 revenue rose 15% to $158.4 million; Adjusted EBITDA rose 17% to $27.5 million.
Free Cash Flow guidance raised to $50 million to $55 million, from $45 million to $50 million.
Revenue growth guidance raised to low-double-digit, from high-single-digit to low-double-digit.
Parallel49 completed a secondary offering of its remaining CPI shares, ending its ownership position.
OPENLANE reported third-quarter 2026 revenue of $561.2 million, up 13% from a year earlier, and diluted earnings per share of $0.36 versus $0.25. Net income fell to $44.7 million from $47.9 million. The company narrowed its 2026 guidance upward and raised its share repurchase authorization by $150 million to $400 million.
Q3 2026 revenue $561.2 million vs. $498.4 million a year earlier; net income $44.7 million vs. $47.9 million
Q3 Adjusted EBITDA $106.8 million vs. $87.1 million; diluted EPS $0.36 vs. $0.25
2026 guidance: net income raised to $169-$177 million from $163-$176 million; diluted EPS raised to $1.27-$1.34 from $1.23-$1.33
Repurchase program increased to $400 million and extended through December 31, 2027; about $250 million available at October 31, 2026
Option Care Health reported third quarter 2026 results with net revenue of $1,493.5 million, up 4.1%, and GAAP diluted earnings per share of $0.38, up 18.8%. The company withdrew its previously disclosed financial guidance and will not host an earnings call because of its pending acquisition by Clayton, Dubilier & Rice, LLC and McKesson Corporation.
Net revenue of $1,493.5 million, up 4.1% year over year; GAAP net income of $57.4 million, up 10.8%
GAAP diluted EPS of $0.38, up 18.8%; adjusted diluted EPS of $0.49, up 8.9%
Financial guidance withdrawn and no earnings conference call, given the pending merger agreement with Clayton, Dubilier & Rice, LLC and McKesson Corporation
Timken reported third-quarter 2026 sales of $1.21 billion, up 4.7% from a year earlier, and diluted EPS of $1.34 versus $0.99. The company raised its full-year 2026 outlook to diluted EPS of $4.05 to $4.20 and adjusted EPS of $6.35 to $6.50. Adjusted EBITDA for the quarter included a net benefit of $12.4 million from IEEPA tariff refunds, which the filing notes.
Q3 2026 net sales $1.21 billion, up 4.7%; organic sales up 2.8%
Q3 diluted EPS $1.34 vs $0.99; adjusted EPS $1.65 vs $1.37
2026 outlook: diluted EPS $4.05 to $4.20; adjusted EPS $6.35 to $6.50
Q3 free cash flow $221.4 million; $88.7 million returned to shareholders
Kennametal reported fiscal 2027 first quarter sales of $768 million, up 54 percent from a year earlier, with operating income of $379 million and diluted EPS of $3.48 versus $0.30. The company raised its full-year fiscal 2027 adjusted EPS outlook to $5.00 to $6.00 and reiterated its sales outlook of $3.33 to $3.45 billion, but year-to-date free operating cash flow was negative $212 million.
Q1 sales of $768 million rose 54 percent, driven by higher Metal Cutting and Infrastructure volumes and raw material pricing timing.
Q1 operating income was $379 million, a 49.4 percent margin, versus $38 million a year earlier.
Full-year fiscal 2027 adjusted EPS outlook raised to $5.00 to $6.00; sales outlook reiterated at $3.33 to $3.45 billion.
Year-to-date operating cash flow was negative $201 million, mainly due to higher inventory values from tungsten price increases.
Haverty Furniture reported third-quarter 2026 diluted EPS of $0.39, up from $0.28, as sales rose 4.5% to $203.2 million. The company raised its 2026 gross profit margin guidance to 61.3% to 61.5%, citing IEEPA tariff refunds, but also raised its variable SG&A expectation due to higher delivery, transportation and third-party credit costs.
Diluted EPS was $0.39 versus $0.28 a year earlier; comparable store sales rose 4.1%
Gross profit margin was 62.3% versus 60.3%, including about $3.2 million of IEEPA tariff refunds; 60.7% excluding refunds
2026 gross margin guidance raised to 61.3% to 61.5%; variable SG&A guidance raised to 19.2% to 19.4% of sales
Cash of $127.0 million and no debt outstanding at September 30, 2026; about 723,000 shares repurchased for $16.6 million in the nine months
Ralliant reported third quarter 2026 revenue of $620 million, up 17% year-over-year, and net earnings of $86 million, or $0.77 per diluted share, compared with $0.35 a year earlier. The company raised its full-year 2026 outlook, now calling for revenue of $2.340 to $2.360 billion and adjusted EPS of $3.10 to $3.16.
Q3 2026 revenue $620 million, up 17%; net earnings $86 million, diluted EPS $0.77 versus $0.35 in Q3 2025
Adjusted EPS $0.93, up 64% year-over-year on a normalized basis (non-GAAP)
Full-year 2026 outlook: revenue $2.340 to $2.360 billion; adjusted EPS $3.10 to $3.16
Q4 2026 outlook: revenue $620 to $640 million; adjusted EPS $0.93 to $0.99
Trex reported third-quarter 2026 net sales of $360 million, up 26% from $285 million a year earlier, and net income of $52 million, or $0.52 per diluted share, versus $0.48 a year earlier. The company raised its full-year 2026 guidance, including net sales of $1,296 million to $1,306 million and adjusted EBITDA of $355 million to $360 million, though gross margin fell to 36.0% from 40.5%.
Q3 2026 net sales rose 26.0% to $360 million; the company estimates about $30 million came from initial distribution load-in.
Q3 net income was $52 million ($0.52 per diluted share) versus $0.48 a year earlier; adjusted diluted EPS was $0.55 versus $0.51.
Full-year 2026 guidance raised: net sales $1,296 million to $1,306 million and adjusted EBITDA $355 million to $360 million.
Gross margin was 36.0% versus 40.5% a year earlier, with higher diesel costs, higher depreciation and Arkansas plant startup costs cited.
Hecla reported third quarter 2026 sales of $395 million, up 18% from the prior quarter, and income from continuing operations of $150 million, or $0.22 per share, versus $118 million, or $0.18 per share, in the second quarter. The company raised the low end of its 2026 silver production guidance, improved its cost guidance, and lowered its capital investment guidance, while also suppressing Keno Hill milling rates from the fourth quarter to preserve permitted tailings capacity. The filing also added Dale Andres to the Board and declared a $0.00375 per share dividend.
Sales of $394.8 million from continuing operations, up from $333.9 million in the prior quarter, driven mainly by timing of sales at Greens Creek
Record free cash flow from continuing operations of $151 million; cash and cash equivalents of $692 million at September 30, 2026
2026 silver production guidance of 15.3-16.1 million ounces, with the low end raised from 15.1 million; total capital investment guidance lowered to $198-$214 million
Dividend of $0.00375 per share payable on or about December 8, 2026, to holders of record on November 23, 2026
Everus Construction Group reported record third quarter 2026 revenue of $1.38 billion, up 40.3%, and net income of $91.9 million, or $1.79 per diluted share, up 61.3%. The company raised its full-year 2026 outlook to revenue of $5.0 billion to $5.1 billion and EBITDA of $485 million to $495 million, both above its prior ranges.
Q3 2026 diluted EPS of $1.79, up from $1.11 a year earlier; net income of $91.9 million, up 61.2%
Backlog of $5.48 billion as of Sept. 30, 2026, up 86.1% from $2.95 billion a year earlier
2026 revenue guidance raised to $5.0 billion-$5.1 billion from $4.5 billion-$4.7 billion; EBITDA guidance raised to $485 million-$495 million from $410 million-$425 million
Completed acquisition of Epsilon Industries on Sept. 1, 2026; net leverage was 0.7x
Limbach reported third-quarter 2026 revenue up 24.9% to $230.5 million, with diluted EPS of $0.79 versus $0.73 a year earlier and adjusted diluted EPS of $1.37 versus $1.05. The company said full-year 2026 revenue and adjusted EBITDA are expected to be at or near the high end of guidance, which now includes the CYMCOR and 1901 acquisitions, though gross margin fell to 23.4% from 24.2%.
Q3 revenue rose 24.9% to $230.5 million; organic revenue rose 14.4%, and acquisitions contributed $19.3 million.
Net income rose 7.5% to $9.5 million; adjusted EBITDA rose 25.9% to $27.4 million from $21.8 million.
FY 2026 guidance: revenue $760 million to $790 million, expected at or near the high end; adjusted EBITDA $78 million to $84 million.
Gross margin was 23.4% versus 24.2%, which the company attributed to revenue mix and lower-margin recently acquired businesses.
Super Micro Computer, Inc. announced financial results for its first quarter ended September 30, 2026, reporting net sales of $19.9 billion and net income of $1.594 billion. The company also declared a cash dividend of $17.50 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, payable on December 1, 2026. Additionally, management issued second-quarter net sales guidance in the range of $19.5 billion to $21.5 billion.
Net sales reached $19.9 billion for the quarter ended September 30, 2026, compared to $5.0 billion in Q1 FY2026.
Net income was $1.594 billion, or $1.75 per diluted share, for Q1 FY2027.
A cash dividend of $17.50 per share ($0.875 per depositary share) on Series A Mandatory Convertible Preferred Stock was declared, payable on December 1, 2026.
Second-quarter fiscal 2027 net sales are projected between $19.5 billion and $21.5 billion.
Horace Mann reported third-quarter 2026 net income of $58.5 million, or $1.41 per diluted share, compared with $58.3 million, or $1.40, a year earlier. Core earnings rose to $85.1 million, or $2.06 per share, from $56.6 million, or $1.36, and the company raised its full-year 2026 core EPS guidance to $5.75-$5.95.
Q3 2026 core earnings of $85.1 million ($2.06 per diluted share), up 50.4% from $56.6 million a year earlier
Q3 2026 net income of $58.5 million ($1.41 per diluted share), versus $58.3 million ($1.40) in Q3 2025
Full-year 2026 core EPS guidance raised to $5.75-$5.95
Nine-month 2026 total revenues of $1,312.0 million, up 3.6% from $1,266.6 million
Oportun reported third quarter 2026 total revenue of $246 million, up 3% from a year earlier, and GAAP net income of $23 million, up from $5.2 million, with diluted EPS of $0.45 versus $0.11. The company raised its full-year 2026 revenue and Adjusted EPS outlook and lowered its expected credit losses, which points to higher expected earnings for shareholders.
Q3 total revenue was $246 million, up 3% from $239 million; aggregate originations rose 12% to $572 million.
GAAP net income was $23 million (diluted EPS $0.45) versus $5.2 million ($0.11) a year earlier; Adjusted EPS was $0.51 versus $0.39.
Full-year 2026 total revenue outlook is now $955 million to $960 million, Adjusted EPS $1.60 to $1.70, and the Annualized Net Charge-Off Rate 11.6% plus or minus 10 basis points.
Annualized Net Charge-Off Rate was 10.6% versus 11.8%, while total operating expense was $92 million versus $91 million.
LTC Properties reported third quarter 2026 results, with total revenues of $115.2 million, up from $69.3 million a year earlier, and diluted Core FFO per share of $0.71, up from $0.69. Net income available to common stockholders was $346.4 million, or $6.39 per diluted share, compared with a loss a year earlier, largely due to a $323.9 million gain on sale of real estate. The company raised its 2026 SHOP investment mid-point guidance to $1 billion from $900 million and reaffirmed its full-year per-share guidance.
Total revenues were $115.2 million for the quarter ended September 30, 2026, versus $69.3 million in the prior-year quarter.
Diluted Core FFO per share was $0.71, versus $0.69 a year earlier; diluted Core FAD per share was $0.73, versus $0.72.
A $323.9 million gain on sale of real estate contributed to net income available to common stockholders of $346.4 million, or $6.39 per diluted share.
The 2026 SHOP investment mid-point guidance was raised to $1 billion from $900 million, while full-year diluted EPS guidance of $8.08 to $8.10 was reaffirmed.
Assurant, Inc. announced its third quarter 2026 financial results, reporting a 4 percent increase in GAAP net income to $275.2 million and an 8 percent rise in Adjusted EBITDA to $464.4 million. Driven by broad-based earnings growth across its segments, the company increased its full-year 2026 outlook for Adjusted EBITDA and adjusted earnings per share.
GAAP net income rose 4 percent in Q3 2026 to $275.2 million, or $5.49 per diluted share.
Adjusted EBITDA excluding reportable catastrophes increased 12 percent to $484.1 million for the quarter.
The company raised its full-year 2026 outlook to expect Adjusted EBITDA growth of approximately 10 percent.
Holding company liquidity stood at $954 million as of September 30, 2026.
Jackson Financial filed slides for its third quarter 2026 earnings call on November 4, 2026. Adjusted operating earnings per diluted share were $7.55, up from $6.16 in the third quarter of 2025, and the company said it announced a $1 billion increase to its common share repurchase authorization on November 3.
Adjusted operating earnings per diluted share of $7.55 in 3Q26, versus $6.16 in 3Q25; GAAP earnings per share of $12.37
Retail annuity sales up 22% versus 3Q25, which the company says were its highest since becoming independent
$1 billion increase to the common share repurchase authorization announced November 3, 2026
2026 capital return target of $900 million to $1.1 billion; $838 million returned to common shareholders in the first nine months of 2026
Advanced Micro Devices reported third quarter 2026 revenue of $13.4 billion, reflecting a 45% increase year-over-year, alongside net income of $2.4 billion. The results were driven by record Data Center segment sales which nearly doubled compared to the prior-year period. For the fourth quarter of 2026, the company expects revenue of approximately $17 billion.
Third quarter 2026 revenue reached $13.4 billion, up 45% year-over-year.
Data Center segment revenue grew 97% year-over-year to a record $8.5 billion.
GAAP net income for the quarter ended September 26, 2026, was $2.4 billion, with diluted earnings per share of $1.46.
Fourth quarter 2026 revenue is expected to be approximately $17 billion, plus or minus 3%.
Omega Healthcare Investors reported third quarter 2026 net income of $87 million and adjusted funds from operations of $262 million, or $0.82 per diluted share. The company raised its full-year 2026 Adjusted FFO guidance range to $3.28 to $3.30 per diluted share and declared a quarterly cash dividend of $0.68 per share.
Net income for the third quarter of 2026 was $87 million, or $0.27 per diluted share.
Adjusted Funds From Operations reached $262 million, or $0.82 per diluted share, compared to $243 million, or $0.79 per diluted share, in Q3 2025.
The company completed $1.5 billion in total new investments year-to-date, including $946 million since quarter-end.
Full-year 2026 Adjusted FFO guidance was raised to a range of $3.28 to $3.30 per diluted share.
Block, Inc. reported its third-quarter financial results for the period ended September 30, 2026, exceeding its previous guidance across key metrics. The company also provided a preliminary outlook for 2027, projecting continued growth in gross profit and adjusted operating income.
Gross profit grew 22% year over year to $3.24 billion for the third quarter of 2026.
Adjusted Operating Income increased 92% year over year to $923 million.
Cash App monthly transacting actives reached 60 million in September 2026.
For full-year 2027, Block expects gross profit to grow at least 15% year over year.
Toast reported third quarter 2026 financial results, highlighting net income of $169 million and a 24% increase in annualized recurring run-rate to $2.5 billion. The company also raised its full-year guidance for Adjusted EBITDA and non-GAAP gross profit. Additionally, President and CFO Elena Gomez announced her departure effective at the end of the year, with SVP of Finance Michael Senno appointed as her successor.
Net income reached $169 million in the third quarter of 2026 compared to $105 million in the prior-year period.
Annualized recurring run-rate (ARR) grew 24% year-over-year to $2.5 billion as of September 30, 2026.
Full-year 2026 Adjusted EBITDA guidance was raised to a range of $840 million to $850 million.
Michael Senno was appointed Chief Financial Officer effective January 1, 2027, succeeding Elena Gomez.
Arista Networks announced its third quarter 2026 financial results, reporting total revenue of $3.66 billion and diluted GAAP earnings per share of $1.22. The company also issued fourth-quarter guidance anticipating revenue between $3.9 billion and $4.0 billion.
Q3 2026 total revenue reached $3.66 billion, representing a 58.5% year-over-year increase.
GAAP diluted net income per share was $1.22 for the quarter ended September 30, 2026.
Q4 2026 revenue guidance is projected between $3.9 billion and $4.0 billion.
Astera Labs announced financial results for the third quarter ended September 30, 2026, delivering record quarterly revenue of $584.9 million alongside GAAP net income of $182.9 million. The company also issued its financial outlook for the fourth quarter of 2026, projecting revenue between $730 million and $750 million.
Q3 2026 revenue reached a record $584.9 million, up 154% year-over-year.
GAAP net income for the third quarter was $182.9 million, or $0.99 per diluted share.
Q4 2026 revenue is projected to be in the range of $730 million to $750 million.
Procore reported third-quarter 2026 revenue of $402 million, up 19% from a year earlier, and a GAAP net loss of $4.6 million, narrower than the $9.1 million loss a year earlier. The company raised its full-year 2026 revenue and margin outlook to $1,557.0 million to $1,559.0 million and authorized a new $300 million buyback, which matters to shareholders because it reflects higher expected sales and a continued capital return program.
Q3 2026 revenue was $402 million, up 19% year over year, including 2 percentage points from the DroneDeploy acquisition.
GAAP net loss narrowed to $4.6 million from $9.1 million, and the GAAP operating loss narrowed to $7.2 million from $15.0 million.
Full-year 2026 revenue outlook is $1,557.0 million to $1,559.0 million; Q4 2026 revenue is expected at $420 million to $422 million.
On October 30, 2026, the Board authorized a new stock repurchase program of up to $300 million, expiring October 30, 2027.
Weyco Group reported third-quarter 2026 net sales of $77.0 million, up 5% from a year earlier, and diluted earnings per share of $1.19, up from $0.69. The results include $3.3 million in tariff refunds, and the Board declared a special cash dividend of $2.00 per share alongside its regular $0.28 quarterly dividend, both payable January 8, 2027.
Q3 2026 net sales were $77.0 million, up from $73.1 million in Q3 2025.
Net earnings were $11.5 million, versus $6.6 million a year earlier; gross earnings were 49.7% of net sales, including $3.3 million in tariff refunds.
The Board declared a special cash dividend of $2.00 per share and a regular quarterly dividend of $0.28 per share, both payable January 8, 2027 to holders of record on November 17, 2026.
Florsheim Australia posted a third-quarter operating loss of $0.4 million, wider than $0.1 million a year earlier.
Manitowoc reported third-quarter 2026 net income of $11.0 million, or $0.30 per diluted share, up from $5.0 million a year earlier, on net sales of $613.8 million, up 10.9%. The company raised its full-year 2026 adjusted EBITDA and adjusted diluted earnings per share guidance, but free cash flows were negative $42.1 million in the quarter.
Q3 net sales were $613.8 million, up 10.9%; net income was $11.0 million, or $0.30 per diluted share, versus $5.0 million, or $0.14, a year earlier.
Orders were $676.4 million, up 37.6%, with backlog of $1,110.9 million at September 30, 2026.
Adjusted EBITDA guidance was raised to $160 to $175 million from $150 to $170 million; adjusted diluted EPS guidance was raised to $0.90 to $1.25 from $0.80 to $1.20.
Free cash flows were negative $42.1 million in the quarter; full-year free cash flow guidance of $50 to $70 million was unchanged.
AMETEK announced record financial results for the third quarter ended September 30, 2026, featuring sales of $2.22 billion and adjusted diluted earnings of $2.21 per share. Driven by strong operational performance and the acquisition of Indicor Instrumentation, the company raised its full-year 2026 adjusted earnings guidance to a range of $8.53 to $8.57 per share.
Third quarter sales reached a record $2.22 billion, a 17% increase compared to the third quarter of 2025.
Adjusted diluted earnings per share for the third quarter rose 17% year-over-year to a record $2.21.
Full-year 2026 adjusted earnings guidance was increased to a range of $8.53 to $8.57 per share, up from the prior range of $8.20 to $8.30.
Zebra Technologies reported net sales of $1,614 million and net income of $164 million for the third quarter ended October 3, 2026, driven by strong customer demand for automation and productivity solutions. The company also raised its full-year outlook, reflecting confidence in ongoing demand and disciplined capital allocation including share repurchases.
Net sales increased 22.3% year-over-year to $1,614 million for the third quarter ended October 3, 2026.
Net income rose to $164 million, with diluted earnings per share of $3.43.
The company executed $75 million in share repurchases during the quarter and $643 million during the first nine months of 2026.
Full-year free cash flow is expected to be at least $1 billion.
CVR Energy reported third quarter 2026 net income attributable to stockholders of $570 million, or $5.67 per diluted share, up from $374 million, or $3.72, a year earlier, and adjusted EBITDA of $582 million versus $180 million. The company also announced a definitive agreement to acquire Marathon Petroleum's St. Paul Park and Mandan refineries and related marketing business, which it said it hopes to close by the end of the year.
Q3 2026 adjusted earnings per diluted share were $4.00, compared with $0.40 in Q3 2025.
An EPA waiver for Wynnewood Refining Company removed a $253 million liability from the balance sheet.
The Nitrogen Fertilizer segment posted a net loss of $11 million in Q3 2026, compared with net income of $43 million a year earlier.
The Board declared a 10-cent quarterly dividend, payable November 23, 2026, to holders of record as of November 16, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Frequently asked questions
Which filings get a brief?
Form 8-K filings by companies listed on a US stock exchange (NYSE, Nasdaq, Cboe; not over-the-counter stocks) that report a material event: results (Item 2.02), deals (1.01, 2.01), executive changes (5.02), restructuring (2.05), impairments (2.06), delisting notices (3.01), restatements (4.02), cybersecurity incidents (1.05), bankruptcy (1.03) and Regulation FD or other events (7.01, 8.01). Routine filings such as vote results or exhibits only are skipped.
How is the impact score set?
The AI rates each filing from 1 (routine) to 5 (major, such as a merger, bankruptcy or restatement) based only on what the filing says. It is a reading aid for sorting the day's filings, not a prediction of how the stock will move.
How quickly do briefs appear?
On weekdays the SEC filing feed is checked every 5 minutes from 6 am to 5:45 pm Eastern, when nearly all 8-Ks come in, and every hour after that until 10 pm. Briefs of the 1,000 largest companies follow within minutes; the others usually within the hour, or later the same day when many filings arrive at once.
Which companies are covered?
Every company with shares listed on the NYSE, Nasdaq or Cboe that files 8-Ks, about 4,500 of them. Foreign companies that report on Form 6-K instead are not included. The S&P 1500 only filter above narrows the list to the large, mid and small caps of the S&P Composite 1500.
Are older briefs kept?
Yes. This page shows the last 45 days, but every brief ever published stays online: each has its own page, and each company has an 8-K page listing all of its briefs, newest first, linked from its stock page and from the A-Z list of companies.