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 (4787 companies, A–Z).
TG Therapeutics reported third-quarter 2026 total revenue of $259.9 million, up from $161.7 million a year earlier, and raised its full-year 2026 total global revenue guidance to approximately $1 billion from approximately $950 million. Net income fell to $55.5 million from $390.9 million, but the prior-year period included a non-recurring income tax benefit of approximately $365.0 million.
Q3 2026 total revenue $259.9 million vs. $161.7 million in Q3 2025; BRIUMVI U.S. net product revenue $232.6 million, up approximately 52%
2026 BRIUMVI U.S. net product revenue guidance raised to approximately $915-$920 million from $890-$905 million
Q3 2026 net income $55.5 million ($0.35 diluted EPS) vs. $390.9 million ($2.43 diluted EPS) in Q3 2025, which included a roughly $365.0 million tax benefit
Repurchased approximately $100 million of common stock in Q3 2026; cash, cash equivalents and investment securities were $556.7 million as of September 30, 2026
Ionis reported third quarter 2026 revenue of $243 million, up from $157 million a year earlier, and a narrower net loss of $110 million, compared with $129 million. The company lowered its 2026 TRYNGOLZA product sales guidance to about $50 million, from $100-110 million, citing a more gradual launch, and reaffirmed its total revenue, operating loss and cash guidance.
Third quarter 2026 total revenue was $243 million versus $157 million in the same period of 2025.
Basic and diluted net loss per share was $0.66, compared with $0.80 a year earlier.
2026 TRYNGOLZA product sales guidance was lowered from $100-110 million to about $50 million.
Total revenue guidance of $875-900 million and DAWNZERA product sales guidance of $110-120 million were unchanged.
Dole plc reported third-quarter 2026 revenue up 3.8% to $2.4 billion and net income of $48.3 million, up from $13.8 million, helped by a $48.6 million gain on the Ecuador port sale. The company lowered its full-year 2026 Adjusted EBITDA target to $380 million to $390 million from approximately $400 million, citing higher costs, which weighs on the outlook for shareholders.
Q3 revenue rose 3.8% to $2,366 million; Adjusted EBITDA rose 4.1% to $84.1 million
Net income attributable to Dole plc was $38.5 million, versus $5.1 million a year earlier
Full-year 2026 Adjusted EBITDA target cut to $380 million-$390 million from approximately $400 million
Quarterly dividend of $0.085 per share declared, payable January 6, 2027
Koppers reported third-quarter 2026 net sales of $499.1 million, up 2.8% from a year earlier, but net income fell to $14.7 million and diluted EPS fell to $0.75 as raw material and logistics costs rose. The company also lowered its 2026 adjusted EPS and adjusted EBITDA forecasts while raising its free cash flow outlook. For shareholders, higher sales and strong year-to-date cash generation are offset by weaker earnings and a reduced profit forecast.
Net sales rose 2.8% to $499.1 million, but net income fell to $14.7 million from $23.8 million and diluted EPS fell to $0.75 from $1.17.
Adjusted EBITDA fell 18.2% to $58.0 million from $70.9 million, mainly due to higher raw material and logistics costs.
2026 adjusted EPS forecast was cut to $3.10-$3.25 from $3.80-$4.20; adjusted EBITDA forecast was cut to $220-$225 million from $240-$250 million.
Free cash flow forecast was raised to $115-$135 million from $110-$130 million; year-to-date free cash flow was a record $92.0 million.
Interface reported third-quarter 2026 net sales of $366.7 million, up 0.6%, with GAAP diluted EPS of $0.67, down 14.1%, and adjusted diluted EPS of $0.68, up 11.5%. The company lowered its full-year net sales outlook to $1.440 to $1.455 billion from $1.455 to $1.485 billion, citing softer conditions in Europe, while reaffirming its full-year earnings guidance. For shareholders, adjusted earnings grew, but GAAP earnings fell and the sales forecast was cut.
Q3 2026 net sales were $366.7 million, up 0.6% (0.4% currency neutral), versus the prior-year quarter
GAAP diluted EPS was $0.67 versus $0.78 a year earlier; adjusted diluted EPS was $0.68 versus $0.61
Full-year 2026 net sales outlook cut to $1.440-$1.455 billion from $1.455-$1.485 billion; full-year earnings outlook reaffirmed
Net debt was $49.1 million as of October 4, 2026, down from $110.3 million at December 28, 2025
Starling Oncology reported third-quarter 2026 revenue of $169.8 million, up 24.3% from a year earlier, and a net loss of $15.7 million, narrower than $16.5 million a year earlier. The company narrowed its full-year 2026 Adjusted EBITDA guidance and lowered the top end of its revenue and free cash flow ranges, so the outlook is mixed for shareholders.
Q3 2026 revenue was $169.8 million, up from $136.6 million; net loss was $15.7 million versus $16.5 million, or $(0.13) per share versus $(0.14).
Adjusted EBITDA, a non-GAAP measure, was $3.4 million versus $(3.5) million a year earlier.
2026 revenue guidance is now $650 million to $660 million, down from $650 million to $670 million; free cash flow guidance is now $5 million to $10 million, down from $5 million to $15 million.
2026 Adjusted EBITDA guidance narrowed to $4 million to $6 million from $2 million to $7 million; gross profit guidance is now $107 million to $110 million, up at the low end from $105 million.
CBL reported third-quarter 2026 results and raised its full-year 2026 FFO, as adjusted, guidance to $7.34 to $7.44 per share. Total revenues rose to $148.7 million from $139.3 million, but GAAP net income per share fell to $0.37 from $2.38, when the prior-year quarter included large property sale and deconsolidation gains. For shareholders, the results show stronger operating measures and a new $25.0 million buyback authorization, alongside lower reported earnings.
Q3 2026 total revenues were $148.7 million versus $139.3 million a year earlier; same-center NOI rose 3.8%.
Net income attributable to common shareholders was $0.37 per share versus $2.38; FFO was $1.05 per share versus $2.17.
2026 FFO, as adjusted, guidance was raised to $7.34 to $7.44 per share; same-center NOI guidance is 0.75% to 2.25%.
On November 4, 2026, the Board authorized repurchases of up to $25.0 million of common stock; the $0.625 per share Q4 dividend is payable December 31, 2026.
Drilling Tools International reported third-quarter 2026 revenue of $40.6 million, up from $38.8 million a year earlier, while its net loss attributable to shareholders widened to $2.6 million, or $0.07 per share, from $0.9 million, or $0.03 per share. The company also cut the low end of its 2026 Adjusted Free Cash Flow outlook and raised its capital expenditure outlook, while saying it is on track to close the Saltire acquisition in the first quarter of 2027.
Q3 2026 revenue was $40.6 million versus $38.8 million in Q3 2025; Adjusted EBITDA was $9.5 million versus $9.1 million.
Net loss attributable to shareholders was $2.6 million, or $0.07 per share, versus a loss of $0.03 per share a year earlier; transaction expense was $2.2 million.
2026 capital expenditure outlook raised to $22 million to $23 million; Adjusted Free Cash Flow outlook revised to $13 million to $22 million from $17 million to $22 million.
Revenue and Adjusted EBITDA remain within prior guidance, with the company expecting to finish toward the lower end of both ranges.
Grindr reported third-quarter 2026 revenue of $141.4 million, up 22% from $115.8 million a year earlier, and raised its full-year 2026 outlook to $560 million in revenue and $236 million in Adjusted EBITDA. The company also posted a third-quarter net loss of $6.6 million, compared with net income of $30.8 million a year earlier, mainly due to $32.3 million in litigation-related costs, and gave an initial 2027 outlook of at least $705 million in revenue.
Q3 2026 revenue was $141.4 million, up from $115.8 million in Q3 2025.
Q3 2026 net loss was $6.6 million, versus net income of $30.8 million in Q3 2025; litigation-related costs were $32.3 million.
2026 outlook raised to $560 million in revenue and $236 million in Adjusted EBITDA.
Initial 2027 outlook is at least $705 million in revenue and at least $275 million in Adjusted EBITDA.
Surf Air Mobility reported third-quarter 2026 revenue of $36.5 million, up 25% from a year earlier, and a net loss of $20.4 million, down from $27.2 million. The company cut its full-year 2026 Adjusted EBITDA guidance to a loss of $35 million to $32 million, from a loss of $30 million to $25 million, citing higher fuel prices and longer SurfOS implementation periods, while reaffirming full-year revenue guidance of $128 million to $138 million.
Q3 2026 revenue was $36.5 million, up 25% year over year, with Surf On Demand revenue of $19 million, up 121%.
Q3 net loss narrowed to $20.4 million from $27.2 million; Adjusted EBITDA loss narrowed to $6.7 million from $9.9 million.
Full-year 2026 Adjusted EBITDA loss guidance widened to $35 million to $32 million from $30 million to $25 million; revenue guidance of $128 million to $138 million was reaffirmed.
Globus Medical reported third quarter 2026 worldwide net sales of $763.7 million, representing a 0.7% decrease compared to the same period in 2025, alongside GAAP net income of $141.2 million. The company updated its full-year 2026 revenue guidance to $3.09 billion and announced a $500 million increase to its share repurchase program.
Worldwide net sales were $763.7 million for the third quarter ended September 30, 2026, down 0.7% year-over-year.
GAAP diluted earnings per share increased 18.2% to $1.04 for the quarter.
The Board authorized an additional $500.0 million share repurchase program increase on November 2, 2026.
Full-year 2026 revenue guidance was updated to $3.09 billion.
Guardant Health reported third quarter 2026 revenue of $361.0 million, up 36% from a year earlier, and raised its full-year 2026 revenue guidance to $1.36 to $1.37 billion. The GAAP net loss widened to $124.4 million, and the company also raised its expected full-year free cash flow burn, so shareholders see stronger sales alongside higher losses and cash use.
Q3 2026 revenue of $361.0 million, up 36%; Screening revenue rose 180% to $67.6 million on 83,000 Shield tests
GAAP net loss of $124.4 million, or $0.93 per share, versus $92.7 million, or $0.74 per share, a year earlier; non-GAAP net loss narrowed to $38.8 million from $48.3 million
2026 revenue guidance raised to $1.36 to $1.37 billion from $1.34 to $1.36 billion; full-year free cash flow burn now expected at $205 million to $220 million, up from $195 million to $205 million
TransMedics reported third-quarter 2026 revenue of $203.0 million, up 41%, and raised its full-year 2026 revenue guidance to $764-$774 million, including about $14 million from PAD Aviation. Net income fell to $17.1 million, or $0.46 per diluted share, from $24.3 million, or $0.66, a year earlier, as operating expenses rose to $90.5 million.
Q3 2026 revenue was $203.0 million, up from $143.8 million in Q3 2025.
Q3 2026 net income was $17.1 million, or $0.46 per diluted share, versus $24.3 million, or $0.66, in Q3 2025.
Full-year 2026 revenue guidance was raised to $764-$774 million, including PAD Aviation; excluding PAD Aviation, guidance is $750-$760 million, up from $737-$757 million.
Operating expenses were $90.5 million, compared with $61.3 million in Q3 2025; cash was $493.0 million as of September 30, 2026.
Expensify reported third-quarter 2026 revenue of $33.0 million, down 6% from a year earlier, and a net loss of $3.3 million, wider than the $2.3 million loss a year earlier. The company raised its fiscal 2026 free cash flow guidance by $1.5 million to a range of $13.5 million to $15.5 million, citing strong cash generation and repurchases of 722,121 shares for about $1.3 million.
Q3 2026 revenue was $33.0 million, down 6% year over year; net loss was $3.3 million, or $0.04 per share, versus $2.3 million, or $0.03 per share, a year earlier.
Free cash flow was $3.3 million in the quarter, and operating cash flow was $4.0 million.
Fiscal 2026 free cash flow guidance raised to $13.5 million to $15.5 million, up $1.5 million at the low and high ends.
Paid members were 630,000, down 2% year over year; trips booked through Expensify Travel grew 40% year over year.
ACM Research reported third-quarter 2026 revenue of $367.7 million, up 36.6% from a year earlier, and raised its 2026 revenue guidance to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion. GAAP net income attributable to ACM Research fell to $1.5 million, or $0.02 per diluted share, from $35.9 million, or $0.52, mainly because of a $39.1 million unrealized loss on short-term investments.
Q3 revenue was $367.7 million, up from $269.2 million; gross margin was 41.5% versus 42.0%
2026 revenue guidance raised to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion
GAAP diluted EPS was $0.02 versus $0.52; non-GAAP diluted EPS was $0.55 versus $0.41
Unrealized loss on short-term investments was $39.1 million, compared with an unrealized gain of $18.7 million a year earlier
Gibraltar reported third-quarter 2026 net sales of $479.6 million, up 54.3% from a year earlier, mainly due to the OmniMax acquisition. Diluted adjusted EPS fell to $1.01 from $1.14, and the company lowered its 2026 outlook for the Infrastructure-inclusive business, citing weaker results and a slower fourth quarter. The move matters to shareholders because the company's profit and earnings outlook are both lower, even as sales rose.
Q3 2026 net sales $479.6 million, up 54.3%; net income from continuing operations $20.6 million, down 38.0%
Diluted GAAP EPS $0.69 vs $1.11; adjusted EPS $1.01 vs $1.14, down 11.4%
2026 adjusted EPS outlook (including Infrastructure) revised to $2.70-$2.85 from $3.65-$4.05 originally
Infrastructure business (D.S. Brown) to be sold for $208 million, expected to close in Q4 2026
Cooper-Standard reported third-quarter 2026 sales of $708.6 million, up 1.9% from a year earlier, but its net loss widened to $20.4 million from $7.6 million, including $19.2 million of restructuring charges. The company also lowered its full-year 2026 adjusted EBITDA guidance to $235 million to $245 million from $265 million to $295 million, citing commodity and inflation headwinds that remain higher than previously expected.
Q3 2026 sales were $708.6 million, up 1.9% from $695.5 million in Q3 2025; net loss was $20.4 million, or $(1.13) per diluted share, versus $7.6 million in Q3 2025.
Adjusted EBITDA was $52.8 million, compared with $53.3 million a year earlier; restructuring charges were $19.2 million.
Full-year 2026 adjusted EBITDA guidance was cut to $235 million to $245 million from $265 million to $295 million; sales guidance was narrowed to $2.75 billion to $2.85 billion from $2.7 billion to $2.9 billion.
Cash and cash equivalents were $112.3 million at September 30, 2026; Q3 operating cash flow was $5.2 million and net new business awards totaled $148.8 million.
Shift4 Payments reported Q3 2026 gross revenue of $1,319 million, up 12% year over year, and net income of $40 million, or $0.37 per diluted share. The company cut its full-year 2026 guidance for gross revenue less network fees to $2.45 billion to $2.46 billion and for Adjusted EBITDA to $1.11 billion to $1.13 billion, about 4% and 6% below its original outlook, while affirming Adjusted Free Cash Flow of $465 million to $475 million.
Q3 2026 gross revenue was $1,319 million, up 12% year over year; gross revenue less network fees was $648 million, up 10%.
Q3 2026 net income was $40 million; Adjusted EBITDA was $310 million, up 6% year over year.
Full-year 2026 guidance: gross revenue less network fees lowered to $2.45 billion to $2.46 billion; Adjusted EBITDA lowered to $1.11 billion to $1.13 billion; Volume set at $240 billion to $250 billion.
Adjusted Free Cash Flow for Q3 2026 was $200 million, and full-year Adjusted Free Cash Flow guidance of $465 million to $475 million was affirmed.
Middleby reported third-quarter 2026 net sales of $652.6 million, up 7.7% from a year earlier, and adjusted EPS of $2.07, up 19%, while raising its full-year 2026 guidance. GAAP diluted EPS fell to $0.43 from $1.55, weighed down by $26 million of charges tied to the closure of its Brewing businesses and $38.7 million of equity losses from an affiliate. The company also said Steve Spittle will succeed Tim FitzGerald as CEO on April 1, 2027.
Q3 2026 net sales of $652.6 million, up 7.7%, with organic net sales growth of 7.7%
Adjusted EPS of $2.07 vs. $1.74 a year earlier; GAAP diluted EPS of $0.43 vs. $1.55
Full-year 2026 net sales guidance of $2.519 billion to $2.534 billion, with organic growth of 7-8%
Steve Spittle to succeed Tim FitzGerald as CEO on April 1, 2027
ARKO Corp. reported third quarter 2026 results with net income of $14.3 million and Adjusted EBITDA of $75.7 million, both slightly above the prior year period. Net income attributable to ARKO Corp. fell to $10.7 million from $13.5 million, and the company raised the low end of its full year 2026 Adjusted EBITDA guidance, citing the expected USPP acquisition by its subsidiary ARKO Petroleum Corp.
Q3 2026 net income was $14.3 million vs. $13.5 million a year earlier; net income attributable to ARKO Corp. was $10.7 million vs. $13.5 million.
Q3 2026 Adjusted EBITDA was $75.7 million vs. $75.2 million; nine-month Adjusted EBITDA rose 8.5% to $198.6 million.
Full year 2026 Adjusted EBITDA guidance is now $250 million to $265 million, up from $245 million to $265 million.
Quarterly dividend of $0.03 per share is payable December 3, 2026, to holders of record as of November 20, 2026.
Krispy Kreme reported third-quarter 2026 net revenue of $328.8 million, down 12.4% from a year earlier, mainly because of refranchising deals, while its GAAP net loss narrowed to $13.3 million from $20.1 million. The company raised and narrowed its 2026 net revenue guidance to $1.35 billion to $1.40 billion from $1.25 billion to $1.35 billion, but reported Adjusted EBITDA fell 13.1% to $35.3 million because it lapped a $9.3 million cybersecurity insurance recovery in the prior year.
Q3 2026 net revenue was $328.8 million, down 12.4% from $375.3 million in Q3 2025, mainly due to refranchising.
GAAP net loss was $13.3 million, or $0.08 per diluted share, compared with a net loss of $20.1 million, or $0.11 per share, a year earlier.
Adjusted EBITDA was $35.3 million; excluding the prior-year $9.3 million cyber insurance recovery, it rose 12.7%.
2026 net revenue guidance was raised to $1.35 billion to $1.40 billion, and capital expenditure guidance was cut to $40 million to $45 million.
Advance Auto Parts reported third quarter 2026 net sales of $2,012 million, down from $2,036 million a year earlier, with comparable store sales down 1.2%. GAAP diluted EPS rose to $0.25 from a loss of $0.02, but adjusted diluted EPS fell to $0.79 from $0.92. The company raised its full year 2026 free cash flow guidance to approximately $150 million from approximately $100 million.
Q3 2026 net sales $2,012 million vs. $2,036 million in Q3 2025; comparable store sales down 1.2%
Q3 2026 GAAP diluted EPS $0.25 vs. loss of $0.02; adjusted diluted EPS $0.79 vs. $0.92
Q3 2026 adjusted operating margin 4.5% vs. 4.4% a year earlier
FY 2026 free cash flow guidance raised to approximately $150 million from approximately $100 million
Prestige Consumer Healthcare reported fiscal second-quarter 2027 revenue of $336.3 million, up 22.7% from a year earlier, with adjusted diluted EPS of $1.13 versus $1.07. The company lowered its fiscal 2027 revenue and adjusted EPS guidance, citing variable Clear Eyes production at its Pillar5 facility, which is expected to reduce product availability and revenue in the second half.
Q2 reported revenue $336.3 million, up 22.7%; organic revenue fell 1.6% excluding acquisitions and foreign currency
Q2 GAAP diluted EPS $0.53 versus $0.86 a year earlier; adjusted diluted EPS $1.13 versus $1.07
Fiscal 2027 revenue outlook lowered to $1,280 million to $1,290 million from $1,290 million to $1,315 million
Fiscal 2027 adjusted diluted EPS outlook lowered to $4.48 to $4.55 from $4.55 to $4.65
Caris Life Sciences reported third quarter 2026 revenue of $275.4 million, up 27% from a year earlier, and raised its full-year 2026 revenue forecast to $1.04 billion to $1.05 billion. Net income fell to $15.3 million from $24.3 million, and operating cash flow was negative, so shareholders get faster sales growth alongside lower profit and cash generation.
Q3 2026 total revenue was $275.4 million, up from $216.8 million in Q3 2025.
Net income was $15.3 million, down from $24.3 million; basic and diluted EPS were $0.05 versus $0.09 and $0.08.
Full-year 2026 revenue guidance raised to $1.04 billion to $1.05 billion, growth of 28% to 29%.
Net cash used in operating activities was $22.2 million; free cash flow was $(39.7) million.
American Homes 4 Rent (AMH) reported third quarter 2026 results on November 4, 2026. Rents and other single-family property revenues rose 4.1% to $498.1 million, and Core FFO per share rose 7.4% to $0.50, but net income attributable to common shareholders fell to $82.3 million, or $0.23 per diluted share, from $99.7 million, or $0.27, a year earlier. The company also raised the midpoint of its full-year 2026 Core FFO per share guidance by $0.02 to $1.97.
Q3 2026 rents and other single-family property revenues up 4.1% year-over-year to $498.1 million
Q3 2026 net income attributable to common shareholders $82.3 million ($0.23 per diluted share) vs. $99.7 million ($0.27) in Q3 2025
Q3 2026 Core FFO per FFO share and unit up 7.4% year-over-year to $0.50; full-year 2026 Core FFO guidance midpoint raised to $1.97 from $1.95
Conference call scheduled for Thursday, November 5, 2026 at 12:00 p.m. Eastern Time
Acadia Healthcare reported third-quarter 2026 revenue of $895.3 million, up 5.1% from a year earlier, while net income attributable to the company fell to $34.5 million, or $0.38 per diluted share, from $0.40. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, but the quarter included a $13.4 million favorable benefit from a Florida supplemental payment program accrual. Shareholders see higher revenue and a higher outlook alongside lower per-share profit in the quarter.
Q3 2026 revenue was $895.3 million, up 5.1%; same-facility revenue rose 5.2%.
Net income attributable to Acadia was $34.5 million, or $0.38 per diluted share, versus $0.40 a year earlier; adjusted EPS was $0.60 versus $0.72.
Full-year 2026 adjusted EPS guidance was raised to $1.70 to $1.80 from $1.45 to $1.60; adjusted EBITDA guidance was raised to $615 to $625 million from $590 to $615 million.
Net leverage ratio was 3.9x Adjusted EBITDA as of September 30, 2026; cash and cash equivalents were $163.3 million.
Veracyte reported third-quarter 2026 total revenue of $151.8 million, up 15% from a year earlier, and GAAP net income of $31.5 million, or $0.38 per diluted share. The company lowered its 2026 testing revenue guidance to $571 million to $573 million from $576 million to $582 million, and cut the top of its total revenue range to $590 million to $593 million from $590 million to $596 million. The board also authorized a share repurchase program of up to $100 million over 12 months.
Q3 2026 total revenue $151.8 million, up 15%; Decipher Prostate $92.3 million and Afirma $51.5 million
GAAP diluted EPS $0.38 vs. $0.24 a year earlier; non-GAAP diluted EPS $0.51, flat year over year
2026 testing revenue guidance cut to $571 million to $573 million from $576 million to $582 million
Board authorized buyback of up to $100 million over 12 months; cash and short-term investments were $370.5 million at September 30, 2026
Myriad Genetics reported third-quarter 2026 revenue of $202.7 million, down 1% from a year earlier, with a net loss of $43.9 million, or $0.46 per share. The company raised the midpoint of its full-year 2026 revenue guidance to $780 million to $790 million and agreed on October 19, 2026 to sell its Prenatal Health business to Labcorp for $210 million in cash plus inventory.
Q3 2026 revenue $202.7 million, down from $205.7 million; Cancer Care Continuum and Mental Health volume up 3%, Prenatal Health volume down 11%
Q3 2026 operating loss $39.9 million; net loss $43.9 million, or $0.46 per share, versus $27.4 million a year earlier
Full-year 2026 revenue guidance $780 million to $790 million; Prenatal Health sale to Labcorp for $210 million in cash expected to close by early 2027
LegalZoom reported third-quarter 2026 revenue of $195.1 million, up 3% year-over-year, and net income of $8.1 million, up from $4.5 million a year earlier. It lowered its full-year 2026 Adjusted EBITDA outlook to $180 million to $185 million from $190 million to $195 million, while keeping the $800 million revenue midpoint and narrowing the range to $797 million to $803 million. The company cited a challenging customer acquisition environment and continued investment, which matters to shareholders because it reduces expected profitability for the year.
Q3 revenue was $195.1 million, up 3%; transaction revenue fell 14% to $55.5 million while subscription revenue rose 11% to $139.7 million.
Q3 net income was $8.1 million, or $0.05 per diluted share, compared with $4.5 million, or $0.02, in Q3 2025.
Full-year 2026 Adjusted EBITDA outlook was cut to $180 million to $185 million from $190 million to $195 million.
Q4 2026 guidance calls for revenue of $190 million to $196 million and Adjusted EBITDA of $48 million to $53 million; the company held $181.7 million in cash with no debt as of September 30, 2026.
Hamilton Beach reported third-quarter 2026 revenue of $140.3 million, up 5.6%, and diluted earnings of $0.26 per share versus $0.12 a year earlier. The company cut its full-year outlook, now expecting 2026 revenue to be flat year over year and operating profit to decline in the high teens percent, because retailers became more cautious with holiday inventory orders amid weaker consumer sentiment. Shareholders face a weaker revenue and profit outlook, partly offset by a higher operating cash flow forecast.
Q3 2026 revenue was $140.3 million, up 5.6% from $132.8 million; diluted EPS was $0.26 versus $0.12.
2026 revenue is now expected to be flat year over year, compared with prior guidance of growth approaching the mid-single digit range.
Operating profit is now expected to decline in the high teens percent, compared with the previous estimate of high single digits.
2026 operating cash flow less investing cash use is now forecast at $40 million to $50 million, up from $35 million to $45 million.
ESAB reported record third-quarter 2026 net sales of $825 million, up 13.3%, with core organic sales up 2.3%. Diluted GAAP earnings from continuing operations fell to $0.61 per share from $1.04 a year earlier, and the company lowered its full-year 2026 core adjusted EBITDA forecast to $603 million to $607 million from $615 million to $625 million, for shareholders a clear reduction in expected profit.
Third-quarter net sales were $824.5 million, up from $727.8 million; core organic sales growth was 2.3%.
Third-quarter net income from continuing operations attributable to ESAB was $41 million, or $0.61 per diluted share, versus $1.04 a year earlier.
Third-quarter core adjusted EBITDA was $156 million, up 17.0%, with a 19.8% margin.
Full-year 2026 core adjusted EPS outlook was lowered to $5.28 to $5.33 from $5.40 to $5.50; core organic sales growth outlook was cut to 1.6% to 2.0% from 2.0% to 4.0%.
Stanley Black & Decker reported third quarter 2026 net sales of $3.7 billion, representing a 1% decrease overall but a 4% increase on an organic basis. The company raised its full-year 2026 GAAP EPS guidance to a range of $5.45 to $5.85 and adjusted EPS to $5.95 to $6.25, while also announcing a new $1 billion share repurchase authorization following the completion of its previous $250 million buyback in the quarter.
Third quarter 2026 net sales reached $3.7 billion, down 1% overall and up 4% organically.
GAAP EPS was $1.83 and adjusted EPS was $2.31, both benefiting from approximately $0.67 in net tariff refunds.
Full-year 2026 free cash flow guidance was increased to a range of $1.0 billion to $1.2 billion.
The Board of Directors approved a new $1 billion share repurchase authorization on October 29, 2026.
Qnity Electronics reported third-quarter 2026 net sales of $1.56 billion, representing a 22% increase year-over-year, alongside GAAP net income of $196 million. Driven by this performance, the company raised its full-year financial guidance across net sales, adjusted operating EBITDA, adjusted EPS, and adjusted free cash flow. Shareholders saw mixed indicators as GAAP EPS fell 14% to $0.87 while adjusted EPS rose 55% to $1.46.
Third-quarter 2026 net sales reached $1,556 million, up 22% compared to the prior-year period.
GAAP net income for Q3 2026 was $196 million, with diluted GAAP EPS of $0.87.
Full-year 2026 net sales guidance was set at $5.77 billion to $5.83 billion.
LivaNova reported third-quarter 2026 revenue of $393.1 million, up 9.9% from a year earlier, and raised its full-year 2026 constant-currency revenue growth range to 9% to 10% and its adjusted diluted EPS range to $4.40 to $4.50. GAAP diluted EPS fell to $0.11 from $0.49, reflecting $34.0 million of other operating expense, so shareholders face a mix of stronger underlying results and a lower reported profit.
Q3 2026 revenue was $393.1 million, up 9.9% reported and 10.0% constant-currency; Cardiopulmonary rose 10.9% and Neuromodulation rose 11.1%.
Q3 2026 GAAP diluted EPS was $0.11 versus $0.49 a year earlier; adjusted diluted EPS was $1.23 versus $1.11.
Full-year 2026 constant-currency revenue growth guidance rose to 9% to 10% from 8% to 9%.
Full-year 2026 adjusted diluted EPS guidance rose to $4.40 to $4.50 from $4.30 to $4.40; adjusted free cash flow guidance of $140 million to $160 million was maintained.
Solid Power reported third quarter 2026 total revenue and grant income of $1.2 million, down from $4.6 million a year earlier, while its net loss narrowed to $24.4 million, or $0.11 per share, from $25.9 million. Management lowered its 2026 cash investment guidance to $75 million to $85 million from $85 million to $100 million, and the company reported total liquidity of $397.6 million and no debt.
Q3 2026 total revenue and grant income was $1.2 million, versus $4.6 million in Q3 2025; operating expenses rose to $31.1 million from $29.0 million
Net loss was $24.4 million, or $0.11 per share, compared with a net loss of $25.9 million, or $0.14 per share, in Q3 2025
2026 cash investment guidance was reduced to $75 million to $85 million from $85 million to $100 million
Total liquidity was $397.6 million as of September 30, 2026, with no debt
Mirum reported third quarter 2026 product sales of $185.7 million, up from $133.0 million a year earlier, and raised its full-year 2026 net product sales guidance to $715 million to $720 million. The company swung to a third-quarter net loss of $40.8 million, or $0.87 per diluted share, from net income of $2.9 million a year earlier, as operating expenses rose to $245.5 million.
Q3 2026 revenue of $185.7 million versus $133.0 million in Q3 2025; LIVMARLI net product sales of $133.4 million, up 45%
Q3 2026 net loss of $40.8 million, or $0.87 per diluted share, versus net income of $2.9 million, or $0.05 per diluted share, in Q3 2025
Q3 2026 research and development expense of $107.9 million, including $13.5 million of acquired in-process research and development
Unrestricted cash, cash equivalents and investments of $500.5 million at September 30, 2026, up from $391.4 million at December 31, 2025
XPLR Infrastructure reported third-quarter 2026 net income attributable to the partnership of $51 million, compared with a loss of $37 million a year earlier, and adjusted EBITDA of $471 million. It now expects 2026 adjusted EBITDA in the lower half of its prior range and free cash flow before growth at or near the low end of its prior range, and it introduced 2027 expectations that are below its 2026 guidance.
Q3 2026 net income attributable to XPLR was $51 million, versus a loss of $37 million in Q3 2025; free cash flow before growth was $164 million, down from $179 million.
2026 adjusted EBITDA is now expected in the lower half of the prior $1.75 billion to $1.95 billion range.
2026 free cash flow before growth is now expected at or near the low end of the prior $600 million to $700 million range.
For 2027, the partnership expects adjusted EBITDA of $1.56 billion to $1.70 billion and free cash flow before growth of $525 million to $600 million.
Columbus McKinnon reported fiscal second-quarter 2027 results for the period ended September 30, 2026, with net sales up 107% to $539.3 million, driven mainly by the Kito Crosby acquisition. The company posted a GAAP net loss of $25.5 million, or $0.76 per diluted share, compared with net income of $4.6 million a year earlier, and raised its full-year fiscal 2027 guidance for net sales, adjusted EBITDA and adjusted EPS.
Net sales of $539.3 million, up from $261.0 million a year earlier, largely from the Kito Crosby acquisition that closed February 3, 2026
Net loss attributable to the company of $25.5 million, or $0.76 per diluted share, including $12.5 million of acquisition and integration expenses; adjusted EPS was $0.61, down $0.01
Fiscal 2027 guidance raised: net sales $2.13 billion to $2.17 billion (prior $2.09 billion to $2.15 billion); adjusted EBITDA $425 million to $440 million (prior $405 million to $420 million)
Adjusted EPS guidance raised to $2.00 to $2.15 from $1.90 to $2.10
Diversified Healthcare Trust reported a third quarter 2026 net loss of $50.2 million, or $0.21 per share, compared with a net loss of $164.0 million, or $0.68 per share, a year earlier. Total revenues fell to $367.7 million from $388.7 million, while Normalized FFO rose to $30.7 million, or $0.13 per share. The company lowered its full year 2026 Normalized FFO per share guidance to $0.46 to $0.52 from $0.56 to $0.62, and said the updated figures now include an estimated $29.3 million incentive management fee.
Q3 2026 net loss was $50.2 million, or $0.21 per share, versus $164.0 million, or $0.68 per share, in Q3 2025.
Total revenues were $367.7 million, down from $388.7 million a year earlier; Normalized FFO was $30.7 million, or $0.13 per share, versus $0.02 per share a year earlier.
Updated 2026 Normalized FFO per share guidance is $0.46 to $0.52, down from $0.56 to $0.62; Adjusted EBITDAre guidance is $275.7 million to $290.7 million, down from $300.0 million to $315.0 million.
Guidance now includes an estimated 2026 incentive management fee of $29.3 million, or $0.12 per share, which the company previously excluded.
Healthpeak Properties reported third quarter 2026 net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share. The company raised its full year 2026 FFO as Adjusted and same-store cash NOI guidance ranges while lowering its diluted EPS guidance due to acquisition-related depreciation. Shareholders also saw active leasing across outpatient medical and lab segments alongside strategic acquisitions.
Diluted net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share for the third quarter of 2026.
Raised full year 2026 diluted FFO as Adjusted per share guidance to a range of $1.76 to $1.78.
Janus Living reported third quarter revenue of $268 million, up 78% compared to the prior year quarter.
Net Debt to Adjusted EBITDAre was 4.7x for the quarter ended September 30, 2026.
BioMarin Pharmaceutical reported third-quarter 2026 total revenues of $1.025 billion, a 32% increase year-over-year, driven by contributions from acquired products including GALAFOLD and POMBILITI plus OPFOLDA. However, the company reported a GAAP net loss of $123 million due to acquisition-related expenses and IPR&D charges, and lowered its full-year 2026 Non-GAAP Diluted EPS guidance to a range of $2.80 to $3.10.
Third-quarter 2026 total revenues rose 32% year-over-year to $1.025 billion.
GAAP net loss widened to $123 million for the third quarter ended September 30, 2026, compared to a net loss of $31 million a year earlier.
Full-year 2026 Non-GAAP Diluted EPS guidance was revised to between $2.80 and $3.10, down from prior expectations.
The FDA set a PDUFA target action date of May 30, 2027, for VOXZOGO in hypochondroplasia.
Dauch Corporation preliminarily reported a third-quarter 2026 net loss attributable to Dauch of $42 million to $47 million and Adjusted EBITDA of $355 million to $360 million, ahead of full results due November 6, 2026. It lowered its full-year 2026 Adjusted EBITDA target to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion, citing production volatility, rising inflation and higher energy costs, while raising its full-year sales target. The lower profit outlook matters to shareholders because it reduces expected earnings for the year.
Q3 2026 net loss attributable to Dauch expected at $42 million to $47 million; Adjusted EBITDA expected at $355 million to $360 million.
Full-year 2026 Adjusted EBITDA target cut to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion.
Full-year 2026 sales target raised to $10.8 billion to $10.875 billion from $10.6 billion to $10.8 billion, including metal market pass-throughs.
Full third-quarter results and conference call scheduled for 10:00 a.m. ET on November 6, 2026.
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
FedEx Freight reported financial results for the four-month transition period ended September 30, 2026, delivering revenue of $3.3 billion and diluted EPS of $1.54. The company also raised its full transition period revenue forecast to a range of $5.58 billion to $5.65 billion while providing its initial outlook for the quarter ending December 31, 2026.
Revenue for the four-month transition period ended September 30, 2026, reached $3.3 billion, representing a 9.2% increase year-over-year.
Operating income for the four-month period was $383 million, while adjusted operating income grew 16.4% to $510 million.
The company updated its transition period revenue outlook to $5.58 billion to $5.65 billion, exceeding its original growth forecast of 4% to 6%.
Capital expenditures for the four-month transition period totaled $151 million, with full transition period capital expenditures expected to be approximately $365 million.
Alignment Healthcare reported third-quarter 2026 total revenue of $1,358.3 million, up 36.7% year-over-year, and membership of approximately 301,200, up 31.2%. Profit fell, with a net loss of $8.1 million compared with net income of $3.7 million a year earlier, and adjusted EBITDA down 32.8%. The company lowered its full-year 2026 adjusted gross profit and adjusted EBITDA guidance because of higher medical costs, which weighs on shareholders' expectations for profitability.
Q3 2026 total revenue was $1,358.3 million, up 36.7% year-over-year; net loss was $8.1 million versus net income of $3.7 million a year earlier
Medical benefits ratio based on adjusted gross profit rose to 89.5%, an increase of approximately 240 basis points year-over-year
Full-year 2026 adjusted gross profit guidance is no less than $575 million and adjusted EBITDA guidance is no less than $100 million, both lowered; full-year revenue guidance was raised to no less than $5,245 million
Fourth-quarter 2026 guidance calls for adjusted EBITDA of $(28) million, a loss, on revenue of $1,316 million
Newmark reported third-quarter 2026 revenue of $973.2 million, up 12.7%, and Adjusted EPS of $0.48, up 14.3%, and declared a $0.06 quarterly dividend. The company lowered its full-year 2026 outlook for Adjusted EPS and Adjusted EBITDA, citing macroeconomic volatility that affects the timing and certainty of deal closings.
Q3 2026 total revenues $973.2 million, up 12.7%; GAAP EPS $0.27 versus $0.25; Adjusted EPS $0.48 versus $0.42
Revised FY 2026 Adjusted EPS outlook $1.80-$1.90, down from $1.87-$1.98; Adjusted EBITDA outlook $629-$667 million, down from $656-$694 million
Revised FY 2026 total revenues outlook $3,700-$3,800 million, down from $3,775-$3,875 million
Board declared $0.06 per share dividend payable November 30, 2026; $400 million buy-back program re-authorized October 28, 2026
Portland General Electric reported third-quarter 2026 GAAP net income of $119 million, or $1.00 per diluted share, up from $0.94 a year earlier, and revised its full-year 2026 adjusted EPS guidance to $3.18 to $3.28 per diluted share because of unusually mild weather. Nine-month diluted EPS was $1.98, down from $2.41, and the company said its long-term guidance remains intact.
Q3 2026 adjusted EPS was $1.06 versus $1.00 a year earlier; GAAP EPS was $1.00 versus $0.94
Weather was a $0.15 year-over-year EPS headwind in Q3 and an estimated $0.20 headwind year to date
Industrial customer demand grew 9% year over year on a weather-adjusted basis
Biglow and Salmonfly solar and battery build-transfer agreements have anticipated investments of about $900 million and $853 million
CRH reported third quarter 2026 total revenues of $11.4 billion and net income of $1.2 billion, representing a decrease from the prior year due to impairment losses. The company lowered its full-year 2026 guidance for net income and adjusted EBITDA, citing a challenging residential market and inflationary costs, while announcing a new $6 billion share buyback program running through 2030. Additionally, CRH completed its $8.5 billion acquisition of Arcosa on October 23, 2026.
Total revenues for Q3 2026 were $11.4 billion, up 3% year-over-year, while net income declined to $1.2 billion.
Full-year 2026 guidance was revised to net income of $3.1 billion to $3.3 billion and Adjusted EBITDA of $7.8 billion to $8.0 billion.
CRH completed the $8.5 billion acquisition of Arcosa on October 23, 2026.
A new share buyback program of up to $6 billion was authorized, expiring at the end of 2030.
Hilton Grand Vacations reported third quarter 2026 revenue of $1.961 billion, up from $1.300 billion a year earlier, and diluted EPS of $3.70, up from $0.28. Results were lifted by a $296 million net construction recognition tied to a Hawaii project, while contract sales fell 11.0% and the company cut its full-year 2026 Adjusted EBITDA guidance, which matters to shareholders because it lowers the outlook for the rest of the year.
Total revenues were $1.961 billion versus $1.300 billion a year earlier; net income attributable to stockholders was $291 million.
Contract sales fell 11.0% to $807 million; the company said its sales initiatives are taking longer to ramp than expected.
Full-year 2026 Adjusted EBITDA guidance was lowered to $1.165 billion to $1.180 billion from $1.225 billion to $1.265 billion.
Company repurchased 2.4 million shares for $110 million in the quarter and had $617 million of remaining repurchase availability as of Oct. 22, 2026.
Eli Lilly and Company reported third-quarter 2026 revenue of $24.4 billion, a 39 percent increase year-over-year, driven by strong global demand for Mounjaro and Zepbound. Net income reached $6.5 billion with reported earnings per share of $7.22. Driven by the strong quarterly performance, the company raised its full-year 2026 revenue guidance by $5.5 billion to a range of $91.0 to $92.0 billion.
Worldwide revenue for Q3 2026 increased 39% to $24.4 billion compared with $17.6 billion in Q3 2025.
Q3 2026 reported EPS was $7.22, up 16%, and non-GAAP EPS was $7.48, up 7%, both including $4.57 of acquired IPR&D charges.
Full-year 2026 revenue guidance was raised to a range of $91.0 to $92.0 billion.
Mounjaro Q3 2026 worldwide revenue grew 65% to $10.7 billion, and Zepbound U.S. revenue grew 48% to $5.3 billion.
Merck reported worldwide sales of $18.1 billion for the third quarter of 2026, representing a 5% increase compared to the same period in 2025. GAAP EPS was $2.04 and non-GAAP EPS was $2.49, both impacted by a one-time charge related to a global license agreement with SciBrunch. The company also narrowed and raised its full-year 2026 financial outlook for sales and non-GAAP EPS.
Total worldwide sales reached $18.1 billion in Q3 2026, up 5% from $17.276 billion in Q3 2025.
KEYTRUDA sales grew 6% to $8.6 billion, and WINREVAIR sales surged 93% to $694 million.
Full-year 2026 sales outlook was raised to a range of $66.8 billion to $67.3 billion.
Full-year 2026 non-GAAP EPS outlook was raised to a range of $2.77 to $2.82.
Service Corporation International reported third-quarter 2026 GAAP diluted earnings per share of $1.03, up from $0.83, and revenue of $1,107.3 million, up $49.2 million from a year earlier. It also updated its full-year 2026 adjusted EPS outlook to $3.94 to $4.04, citing lower funeral volumes than it originally anticipated and higher healthcare, selling and marketing costs that it expects to continue into the fourth quarter.
GAAP diluted EPS was $1.03 versus $0.83; adjusted EPS was $0.97 versus $0.87, up 11%, with the quarter including $11.2 million of net gains on divestitures and impairments.
Revenue was $1,107.3 million versus $1,058.1 million, an increase of 5%.
Fourth-quarter 2026 adjusted EPS is expected at $1.10 to $1.20; full-year adjusted EPS is now expected at $3.94 to $4.04.
Full-year adjusted operating cash flow guidance midpoint of $1,085 million was maintained; $464 million was returned to shareholders year to date through dividends and share repurchases.
Flowserve reported third-quarter 2026 sales of $1.24 billion, up 5.4% as reported but down 1.2% organically, and adjusted EPS of $1.07, up 18.9% from a year earlier. The company raised the low end of its full-year adjusted EPS guidance to $4.10 to $4.20 but lowered its full-year organic sales growth outlook to down 2.5% to down 1.5%, citing Middle East conditions.
Q3 reported EPS was $0.81 versus $1.67 a year earlier; the prior-year figure included a $266 million Chart Industries merger termination fee.
Q3 adjusted EPS of $1.07 compared with $0.90 a year earlier; adjusted operating margin was 16.5%, up 170 basis points.
Full-year 2026 adjusted EPS guidance low end raised from $4.05 to $4.10; range is now $4.10 to $4.20.
Full-year 2026 organic sales guidance cut to down 2.5% to down 1.5% from approximately down 1%; backlog was $3.5 billion, up 20% year over year.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion and net income of $2 billion, along with adjusted EBIT of $2.7 billion. The company raised the low end of its full-year adjusted EBIT guidance to between $10.5 billion and $11 billion and declared a fourth-quarter dividend of 15 cents per share.
Third-quarter revenue reached $49.5 billion with net income of $2 billion and adjusted EBIT of $2.7 billion.
The low end of full-year adjusted EBIT guidance was raised to between $10.5 billion and $11 billion.
A fourth-quarter regular dividend of 15 cents per share was declared, payable on Dec. 1 to shareholders of record on Nov. 10.
One Stop Systems reported third-quarter 2026 revenue from continuing operations of $12.6 million, up 35.9% from a year earlier, and raised its full-year 2026 revenue growth guidance to approximately 40% from the prior 25% to 30%. The loss from continuing operations widened to $0.6 million, or $0.02 per diluted share, with $0.5 million of bad debt expense and $0.4 million of legal fees cited as drivers.
Q3 2026 revenue from continuing operations was $12.6 million, up from $9.3 million in Q3 2025.
Q3 2026 loss from continuing operations was $0.6 million, or $0.02 per diluted share, compared with a $0.4 million loss, or $0.02 per share, a year earlier.
Full-year 2026 guidance: revenue growth of approximately 40% (prior guidance 25% to 30%), gross margin of 40% to 42%, and adjusted EBITDA of $0.5 million to $1.0 million.
Diebold Nixdorf reported third-quarter 2026 revenue of $994.3 million, up 5.2% from a year earlier, and adjusted EBITDA of $127.8 million, up 4.8%. GAAP net income attributable to the company fell to $6.6 million from $41.1 million, and the company lowered its full-year 2026 adjusted EBITDA, free cash flow and adjusted EPS guidance. The company also authorized a new $250 million share repurchase program, which the filing describes in a separate release.
Q3 2026 GAAP revenue of $994.3 million, up from $945.2 million; GAAP diluted EPS of $0.19 versus $1.11, and adjusted EPS of $1.34 versus $1.39
Full-year 2026 adjusted EBITDA guidance cut to $490 million-$510 million from $510 million-$535 million
Full-year 2026 adjusted EPS guidance cut to $4.50-$4.85 from $5.25-$5.75; free cash flow guidance cut to $190 million-$210 million from $255 million-$270 million
Q3 2026 operating cash flow was negative $47.4 million; board authorized a new $250 million share repurchase program
Euronet reported third quarter 2026 results, with revenue up 1% to $1,161.1 million but operating income down 12% to $171.6 million and diluted EPS of $2.53, versus $2.75 a year earlier. The company revised its 2026 outlook to about $4.375 billion of revenue, about $725 million of Adjusted EBITDA and adjusted EPS growth of about 10%, citing immigration-related pressure in Cross-Border Payments and broader economic factors.
Revenue of $1,161.1 million, up 1% from $1,145.7 million; Cross-Border Payments revenue fell 5% to $431.0 million.
Operating income of $171.6 million, down 12% from $195.0 million; adjusted EPS of $3.55, down 2% from $3.62.
Revised 2026 outlook: about $4.375 billion revenue, about $725 million Adjusted EBITDA, and adjusted EPS growth of about 10%.
Repurchased $50 million of common stock during the quarter; total indebtedness was $2,177.3 million at September 30, 2026, down from $2,654.0 million at June 30, 2026.
The Sherwin-Williams Company reported third-quarter 2026 consolidated net sales of $6.86 billion, an increase of 7.9% compared to the same period in 2025. Diluted net income per share rose 0.9% to $3.38, while adjusted diluted net income per share increased 1.1% to $3.63. The company also updated its full-year 2026 diluted net income per share guidance to a range of $10.92 to $11.22.
Consolidated net sales increased 7.9% to $6.86 billion for the third quarter ended September 30, 2026.
Diluted net income per share was $3.38, compared to $3.35 in the third quarter of 2025.
Full-year 2026 adjusted diluted net income per share guidance was narrowed to a range of $11.85 to $12.15.
The company returned $749.0 million to shareholders through dividends and share repurchases in the quarter.
Xylem reported third-quarter 2026 revenue of $2.2 billion, down 3% on a reported basis and flat organically, while reported earnings per share rose 34% to $1.25. The company lowered its full-year 2026 adjusted EPS guidance to $5.40-$5.45 from $5.55-$5.70 and cut its revenue forecast to a 1% decline from a prior 2% gain, and it said it intends to divest Applied Water International and Specialty Flow Control and reorganize into three segments in 2027.
Q3 2026 revenue was $2.2 billion, down 3% on a reported basis; adjusted EPS was $1.44, up 5%, and reported EPS was $1.25, up 34%
Full-year 2026 revenue is now expected at about $8.95 billion, down 1% reported, versus prior guidance of up 2%
Full-year 2026 adjusted EPS guidance was lowered to $5.40-$5.45 from $5.55-$5.70
Executive Hayati Yarkadas will cease to be an executive officer on January 1, 2027 and will lead the planned divestitures, with a $1.2 million success incentive tied to their closing
Five Point Holdings reported third-quarter 2026 revenue of $14.6 million, up from $13.5 million a year earlier, but posted a consolidated net loss of $4.4 million compared with net income of $55.7 million in the prior-year quarter. The company revised its full-year 2026 guidance to approximately $20 million of consolidated net income, citing a likely deferral of land sales previously expected to close in 2026.
Q3 2026 revenue was $14.6 million, up from $13.5 million in Q3 2025; consolidated net loss was $4.4 million versus net income of $55.7 million a year earlier.
Net loss attributable to the company was $2.6 million, or $0.04 per diluted share, compared with net income of $21.1 million, or $0.28 per diluted share, in Q3 2025.
Full-year 2026 guidance was revised to approximately $20 million of consolidated net income; the company said it will likely defer certain land sales previously expected to close in 2026.
Cash and cash equivalents were $358.7 million and total liquidity was $576.2 million as of September 30, 2026.
Essential Properties Realty Trust reported third quarter 2026 results on October 21, 2026. Total revenues rose to $168.7 million from $144.9 million, while diluted net income per share fell to $0.27 from $0.33 and AFFO per share rose 6% to $0.51. The company raised its 2026 AFFO per share guidance and issued 2027 AFFO guidance of $2.10 to $2.18 per share.
Q3 2026 diluted net income per share was $0.27, down from $0.33 a year earlier; AFFO per share was $0.51, up 6%
Q3 2026 total revenues were $168.7 million, compared with $144.9 million in Q3 2025
2026 AFFO per share guidance was raised to $2.02 to $2.05; 2026 investment volume guidance was raised to $1.3 billion to $1.5 billion
2027 AFFO per share guidance was issued at $2.10 to $2.18
Wyndham reported third-quarter 2026 results on October 21, 2026. Net revenues rose 7% to $410 million, but net income fell 6% to $99 million and diluted EPS fell 2% to $1.33, reflecting lower adjusted EBITDA. The company raised its full-year 2026 adjusted diluted EPS outlook to $4.84-$4.92 and its adjusted EBITDA outlook to $740-$745 million, and its board approved a $400 million increase in the share repurchase authorization.
Net revenues rose 7% to $410 million, while net income fell 6% to $99 million and diluted EPS fell 2% to $1.33 from $1.36.
Full-year 2026 adjusted diluted EPS outlook raised to $4.84-$4.92 from $4.71-$4.83; adjusted EBITDA outlook raised to $740-$745 million from $735-$745 million.
U.S. RevPAR rose 6% year-over-year, while China RevPAR declined 10%.
Repurchased $91 million of shares in the quarter; board increased the repurchase authorization by $400 million.
Genuine Parts reported third-quarter 2026 sales of $6.5 billion, up 4.2%, and adjusted diluted EPS of $2.07, up from $1.98 a year earlier, while GAAP diluted EPS was flat at $1.62. The company narrowed its full-year 2026 adjusted EPS outlook to $7.50 to $7.75 from $7.50 to $8.00 and lowered its GAAP diluted EPS outlook to $5.60 to $5.85 from $5.90 to $6.40, which lowers the upper end of expected earnings for shareholders.
Q3 2026 sales were $6.5 billion, up 4.2%, with comparable sales up 2.9%.
Q3 GAAP net income was $224 million, or $1.62 per diluted share, versus $226 million, or $1.62, a year earlier; adjusted EPS was $2.07 versus $1.98.
2026 adjusted diluted EPS outlook is $7.50 to $7.75, down from $7.50 to $8.00; GAAP diluted EPS outlook is $5.60 to $5.85, down from $5.90 to $6.40.
Separation of the Automotive and Industrial businesses is on track for launch in the first quarter of 2027.
Equifax reported third-quarter 2026 revenue of $1.69 billion, up 10%, with net income attributable to Equifax up 32% to $211.7 million. The company lowered its full-year 2026 reported revenue guidance at the midpoint to $6.661 billion, citing a weaker U.S. mortgage market, while its Adjusted EPS guidance of $8.50 per share at the midpoint was cut by only $0.04.
Q3 2026 revenue was $1,692.5 million, up 10% reported and 9% in local currency versus Q3 2025.
Diluted EPS was $1.79 versus $1.29 a year earlier; Adjusted EPS was $2.26, up 11%.
Full-year 2026 reported revenue guidance midpoint was reduced to $6.661 billion because of a much weaker U.S. mortgage market.
Returned $158 million to shareholders in the quarter, including repurchases of 0.5 million shares for $92 million and $66 million in dividends.
EOG Resources said on October 8, 2026 that it now expects third quarter 2026 current tax expense of $835 million to $935 million, up from its August 4, 2026 forecast of $545 million to $645 million. The company attributed the increase to higher crude oil prices realized in the third quarter and expected for the full year amid the ongoing Middle East conflict. EOG said it is not updating any other third quarter or full year 2026 guidance from August.
Current tax expense guidance for Q3 2026 raised to $835 million-$935 million from $545 million-$645 million set on August 4, 2026
Increase reflects higher crude oil prices realized in Q3 2026 and anticipated for the full year due to the ongoing Middle East conflict
Q3 2026 NYMEX WTI crude averaged $85.68 per barrel; EOG received net cash of $40 million from financial commodity derivative settlements
All other third quarter and full year 2026 guidance from August 4, 2026 was not updated
PepsiCo reported third-quarter 2026 net revenue of $25.3 billion, up 5.6%, and EPS of $2.23, up 17%, while core EPS rose 2% to $2.34. The company lowered its fiscal 2026 core EPS growth guidance to 2.5% to 3.5%, from a prior low end of 5% to 7%, and cut core constant currency EPS growth guidance to 1% to 2%. For shareholders, strong sales and reported profit gains are offset by a weaker profit outlook for the full year.
Q3 2026 net revenue was $25.3 billion, up 5.6%, with organic revenue up 3.1%
Q3 2026 EPS was $2.23, up 17%; core EPS was $2.34, up 2%
Fiscal 2026 core EPS growth guidance is now 2.5% to 3.5%, versus a prior low end of 5% to 7%
Fiscal 2026 net revenue growth guidance was raised to approximately 6%, from 4% to 6%
Lamb Weston reported fiscal first-quarter 2027 net sales up 1% to $1.67 billion, but reported net income fell 55% to $29 million and diluted EPS fell to $0.21 from $0.46. The company raised its full-year fiscal 2027 adjusted diluted EPS outlook to $3.05 to $3.35 from $2.95 to $3.25, and its adjusted EBITDA outlook to $1.125 billion to $1.215 billion from $1.10 billion to $1.20 billion.
Q1 net sales rose 1% to $1.67 billion; North America sales rose 5% while International sales fell 8%.
Reported diluted EPS was $0.21 versus $0.46 a year earlier; adjusted diluted EPS was $0.75 versus $0.74.
Adjusted EBITDA was $286 million, down 5%; International segment Adjusted EBITDA fell 54% to $27 million.
Fiscal 2027 adjusted diluted EPS outlook raised to $3.05 to $3.35; the company did not repurchase shares in the quarter and $245 million remains authorized for buybacks.
Serve Robotics posted an updated investor presentation on October 5, 2026, adding preliminary, unaudited estimates of its 2026 cost of revenue of $44 million to $48 million. The presentation's plan also shows 2026 total revenue of $9 million to $10 million, so projected costs are several times projected revenue, and the auditor has not reviewed the estimates.
Preliminary 2026 cost of revenue: $44 million to $48 million, based on management estimates and not yet audited or reviewed.
Appendix plan shows 2026 total revenue of $9 million to $10 million and non-GAAP operating expenses of $140 million to $150 million.
Q2 2026 revenue was $3.2 million, and cash and marketable securities were $240 million as of June 30, 2026.
Freeport-McMoRan said third-quarter 2026 copper production was about 830 million pounds, in line with its expectations. Gold sales timing at PT Freeport Indonesia moved about 60 thousand ounces of refined gold into fourth-quarter 2026, and unit net cash costs are expected to be about 5% above the July estimate. The update points to steady operations but higher costs and lower gold sales for the quarter, and full third-quarter results are due October 27, 2026.
Third-quarter copper production of about 830 million pounds and gold production of about 230 thousand ounces, both in line with expectations.
Third-quarter gold sales are expected to be about 100 thousand ounces, below the July 2026 estimate, due to deferred sales.
Unit net cash costs are expected to be about 5% above the July 2026 estimate of $2.00 per pound of copper, mainly from lower by-product credits.
Full third-quarter 2026 earnings results are scheduled for release before the market opens on October 27, 2026.
Aptera Motors said it now estimates it needs about $25 million to reach start of production, down from $40 million to $45 million, and about $115 million for its full high-volume plan, down from $180 million to $205 million. The company attributes the lower estimates mainly to its partnership with Shanghai Launch Automotive Technology, but all estimates depend on obtaining financing on acceptable terms and on a timely basis.
Start of production estimate: about $25 million, down from $40 million to $45 million (a reduction of about 38% to 44%)
Full-plan estimate: about $115 million, down from $180 million to $205 million; about $65 million to reach 500 vehicles per month
First 40 production vehicles planned to begin building by end of 2026, with initial customer deliveries in early 2027, subject to financing
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