Each material 8-K filed by an S&P 1500 company, read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
Avista furnished a November 2026 investor presentation that reaffirms its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share. The presentation shows third-quarter GAAP net income of $49 million, up from $29 million a year earlier, and year-to-date GAAP net income of $176 million, up from $122 million.
Q3 2026 GAAP diluted EPS was $0.57 versus $0.36 in Q3 2025; non-GAAP utility EPS was $0.38 versus $0.37
Year-to-date 2026 GAAP diluted EPS was $2.11 versus $1.51; non-GAAP utility EPS was $1.76 versus $1.67
Washington general rate case decision is expected in mid-December; a $3.6 billion capital spend is planned for 2027-2031
Signed MOU seeks 10% ownership in the $6 billion North Plains Connector transmission line, with definitive agreements expected in 6-9 months
Public Service Enterprise Group posted updated investor materials on November 6, 2026, furnished as Exhibit 99 to an 8-K. The presentation raises its regulated capital plan for 2026-2030 to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior 2025-2029 plan, and maintains its 6%-8% non-GAAP operating earnings growth target through 2030.
Regulated capital plan for 2026-2030 updated to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior plan
Long-term non-GAAP operating earnings growth target of 6%-8% through 2030 maintained
Annualized indicative dividend rate of $2.68 per share for 2026, an increase of about 6% over 2025
Company states no new equity or asset sales are required to support the five-year capital plan
Pinnacle West furnished an investor presentation under Regulation FD for its November 2026 meetings with analysts and investors. The deck updates 2026 sales growth guidance to 8%-10%, extends long-term sales growth of 8%-10% through 2030, and restates a long-term EPS growth target of 5%-7%, though it reports no new quarterly financial results.
2026 sales growth guidance updated to 8%-10%; long-term sales growth increased to 8%-10% and extended through 2030, versus the original long-term range of 4%-6%.
Committed load increased to 5.8 GW, with more than 84% yet to be served.
2026-2028 financing plan includes $1.0 billion-$1.2 billion of PNW equity, with $500 million ATM program and about $235 million already priced.
Long-term EPS growth target of 5%-7% off the original 2024 midpoint; 2025-2028 APS capital plan totals $10.35 billion.
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.
Atmus reported third-quarter 2026 net sales of $510 million, up 13.9% from a year earlier, and net income of $61 million, or $0.74 per diluted share, compared with $0.66 a year earlier. The company raised its full-year 2026 outlook and its Board approved a new $300 million share repurchase program that replaces the prior program, which had $28.9 million remaining.
Q3 2026 net sales of $510 million, up from $448 million in Q3 2025, driven mainly by the Koch Filter acquisition
Diluted EPS of $0.74 versus $0.66 a year earlier; adjusted EPS of $0.77 versus $0.69
Full-year 2026 adjusted EPS guidance raised to $2.90 to $3.05; net sales guidance raised to $2,010 million to $2,035 million
New $300 million repurchase program effective immediately; no expiration date and no obligation to buy any amount
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
During its Investor Day on November 5, 2026, Veeva Systems announced it expects its third quarter of fiscal year 2027 results to meet or exceed the preliminary guidance previously provided on August 26, 2026. Chief Financial Officer Brian Van Wagener presented slides detailing expected financial metrics including total revenue of $932 million to $935 million.
Total revenue is expected to be $932 million to $935 million, with subscription revenue at approximately $782 million.
Non-GAAP operating income is projected at $417 million to $420 million, with non-GAAP fully diluted net income per share of $2.33 to $2.34.
The Investor Day presentation and guidance update took place on November 5, 2026.
ePlus reported second-quarter fiscal 2027 results with net sales up 9.7% to $667.9 million and GAAP diluted earnings per share up 7.6% to $1.56, and raised its full-year fiscal 2027 guidance. Services revenue fell 2.4%, and the company also declared a $0.27 quarterly dividend and announced that General Counsel Erica Stoecker will retire, with Amanda Dupree succeeding her.
Net sales rose 9.7% to $667.9 million, while services revenues fell 2.4% to $120.8 million
GAAP diluted EPS rose 7.6% to $1.56; non-GAAP diluted EPS rose 19.0% to $1.82
Guidance raised to upper single-digit growth in net sales and gross profit and low double-digit growth in adjusted EBITDA for fiscal 2027
Quarterly dividend of $0.27 per share payable December 16, 2026, to holders of record on November 24, 2026
American Healthcare REIT, Inc. reported third quarter 2026 GAAP net income of $31.2 million, or $0.14 per diluted share, alongside normalized funds from operations of $0.58 per diluted share. Driven by strong portfolio growth and $1.69 billion in senior housing acquisitions during the quarter, the company raised its full-year 2026 guidance for Same-Store NOI growth and normalized FFO.
GAAP net income attributable to controlling interest was $31.2 million, or $0.14 per diluted share, for the quarter ended September 30, 2026.
Normalized Funds From Operations reached $0.58 per diluted share, and total portfolio Same-Store NOI grew 13.8%.
Full-year 2026 NFFO per diluted share guidance was raised to a range of $2.23 to $2.26.
Acquired approximately $1.69 billion of new investments in the SHOP segment during the third quarter.
Apple Hospitality REIT reported third quarter 2026 net income of $60.5 million, up 18.9% from a year earlier, and net income per share of $0.26, up 23.8%. The company raised its full-year 2026 outlook, with net income now expected at $177 million to $192 million and Adjusted EBITDAre at $482 million to $493 million, which means higher expected profit for shareholders.
Q3 2026 Adjusted EBITDAre was $139.7 million, up 13.3%, and Comparable Hotels RevPAR rose 7.3%.
Full-year 2026 guidance: net income $177 million to $192 million; Comparable Hotels RevPAR change 5.1% to 6.1%.
Company said preliminary October 2026 Comparable Hotels RevPAR rose approximately 10%.
Five hotels are under contract for sale for a combined $71.8 million, with closings expected in the fourth quarter 2026.
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.
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.
Parker-Hannifin Corporation reported record sales of $6.0 billion and increased net income for the fiscal first quarter ended September 30, 2026, alongside the completion of the Filtration Group acquisition. Driven by double-digit organic growth and record order rates pushing backlog to $13.7 billion, management raised full-year fiscal 2027 guidance for sales growth, adjusted margins, EPS, and free cash flow. This performance demonstrates strong demand across all market verticals and positive integration progress for shareholders.
Sales for the quarter ended September 30, 2026, increased 18% to a record $6.0 billion, with organic sales up 11.5%.
Diluted earnings per share reached $6.92, while adjusted EPS rose 23% to a record $8.90.
Order rates increased 13% on a rolling 12-month basis, bringing total backlog to a record $13.7 billion.
Full-year fiscal 2027 guidance was raised for organic sales growth, adjusted segment operating margin, adjusted EPS, and free cash flow.
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
Curtiss-Wright Corporation reported third-quarter 2026 sales of $953 million and adjusted diluted EPS of $3.94, driven by double-digit growth across multiple segments. Based on strong performance, the company raised its full-year 2026 adjusted financial guidance across all major metrics.
Q3 2026 sales reached $953 million, up 10% year-over-year, with adjusted diluted EPS of $3.94, up 16%.
New orders grew 15% to $1.1 billion, contributing to a backlog of $4.6 billion.
Full-year 2026 adjusted diluted EPS guidance was increased to a range of $15.40 to $15.60.
The company repurchased approximately 538,000 shares for $352 million during the third quarter.
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
Astec Industries reported third quarter 2026 net sales of $352.4 million, up 0.7%, but a net loss attributable to controlling interest of $12.2 million, or $(0.53) per diluted share, compared with a loss of $(0.18) a year earlier. The company cut its full year 2026 Adjusted EBITDA guidance to $140 million to $150 million from $160 million to $175 million, citing a pause in orders and inflationary headwinds, which lowers the earnings outlook for shareholders.
Q3 2026 net sales were $352.4 million, up 0.7% from $350.1 million a year earlier
Q3 net loss attributable to controlling interest was $12.2 million; Adjusted EPS was $(0.01) versus $0.47 a year earlier
Full year 2026 Adjusted EBITDA guidance revised to $140 million to $150 million from $160 million to $175 million
Backlog rose 49.2% to $670.5 million; Q3 Adjusted EBITDA was $18.9 million versus $27.1 million
Papa Johns reported third quarter 2026 results, with total revenues of $454.8 million, down 10.5% from the prior year, and diluted earnings per share of $0.09 versus $0.13. The company also lowered its 2026 outlook, now expecting adjusted EBITDA of approximately $175 million, down from $180 million to $190 million, and global system-wide restaurant sales down about 5%, versus a prior decline of 2% to 4%. For shareholders, the weaker sales and lower profit outlook show continued pressure, and the company is funding a new marketing framework that increases local marketing investment by franchisees.
Q3 total revenues were $454.8 million versus $508.2 million; net income was $3.3 million versus $4.5 million.
Q3 adjusted EBITDA was $38.1 million versus $47.8 million; adjusted diluted EPS was $0.16 versus $0.32.
2026 adjusted EBITDA guidance is now approximately $175 million, from $180 million to $190 million.
North America comparable sales fell 8.3% in Q3; full-year North America comparable sales are now expected to decline about 8%.
Lamar Advertising Company reported net revenues of $624.5 million and net income of $165.0 million for the third quarter ended September 30, 2026. Driven by accelerating sales growth and strong performance, the company raised its full-year 2026 diluted AFFO per share guidance to a range of $8.87 to $8.97.
Net revenues for Q3 2026 increased 6.6% year-over-year to $624.5 million.
Net income for Q3 2026 reached $165.0 million, compared to $144.1 million in Q3 2025.
Adjusted EBITDA for the quarter rose 9.3% to $306.9 million.
Full-year 2026 diluted AFFO per share guidance was updated to $8.87 to $8.97.
Vontier reported third-quarter 2026 results for the quarter ended October 2, 2026. Reported sales fell 2.1% to $736.9 million, reflecting the Teletrac Navman divestiture, while core sales rose 5.7%, and adjusted diluted EPS rose to $0.92 from $0.78 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $3.60-$3.64 and initiated Q4 2026 adjusted EPS guidance of $0.99-$1.03.
Q3 adjusted diluted EPS of $0.92 vs. $0.78 a year earlier; GAAP diluted EPS of $0.73 vs. $0.70
Q3 reported sales of $736.9 million, down 2.1%; core sales up 5.7%
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
Air Products & Chemicals reported fiscal 2026 full-year sales of $13.0 billion, up eight percent, alongside an adjusted EPS of $13.45. For fiscal 2027, the company expects adjusted EPS between $14.15 and $14.50 and capital expenditures of $3.0 billion to $3.5 billion.
Fiscal 2026 full-year sales reached $13.0 billion, increasing eight percent compared to the prior year.
Adjusted EPS for fiscal 2026 rose 12 percent to $13.45, exceeding the guidance midpoint.
Fiscal 2027 full-year adjusted EPS guidance was set in the range of $14.15 to $14.50.
Fiscal 2027 capital expenditures are projected to be between $3.0 billion and $3.5 billion.
Privia Health reported third-quarter 2026 revenue of $657.0 million, up 13.2% from a year earlier, and net income attributable to the company of $13.5 million, up from $6.9 million. The company raised its full-year 2026 guidance, including Adjusted EBITDA of $154 million to $157 million, up from the initial range of $145 million to $155 million. It also agreed to acquire American Choice Healthcare MSSP for approximately $36 million in cash and will exit its Montana partnership effective January 2027.
Q3 2026 total revenue was $657.0 million, up from $580.4 million; diluted net income per share was $0.10, up from $0.05.
Updated FY 2026 Adjusted EBITDA guidance is $154 million to $157 million, versus initial guidance of $145 million to $155 million given February 27, 2026.
Updated FY 2026 GAAP revenue guidance is $2,500 million to $2,550 million, versus initial guidance of $2,350 million to $2,450 million.
Cash and cash equivalents were $446.3 million at September 30, 2026, with no debt; the company expects at least $520 million in year-end cash including the acquisition.
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
First Advantage reported third quarter 2026 revenue of $465.8 million, up 13.8% from a year earlier, and net income of $20.5 million, or $0.12 per diluted share, versus $2.6 million a year earlier. The company raised its full year 2026 guidance across all four metrics and announced the acquisition of Data Diver Technologies, an AI and data platform.
Q3 2026 revenue was $465.8 million, up 13.8% year over year; Adjusted Diluted EPS was $0.38, up from $0.30.
Full year 2026 revenue guidance raised to $1.720 billion to $1.745 billion from $1.670 billion to $1.710 billion.
Full year 2026 Adjusted Diluted EPS guidance raised to $1.30 to $1.33 from $1.23 to $1.29.
Company announced the acquisition of Data Diver Technologies, LLC; the filing does not disclose its price.
LifeStance reported third quarter 2026 revenue of $455.9 million, up 25%, and net income of $22.4 million, compared with $1.1 million a year earlier. The company raised its full-year 2026 guidance for revenue, Center Margin and Adjusted EBITDA, which points to stronger expected results for shareholders.
Q3 2026 revenue $455.9 million, up 25% from $363.8 million; net income $22.4 million versus $1.1 million
Adjusted EBITDA $68.4 million, up 70%; Center Margin $161.4 million, up 38%
Full-year 2026 revenue guidance raised to $1.741 billion to $1.761 billion; Adjusted EBITDA to $242 million to $250 million
Q4 2026 guidance: revenue $446 million to $466 million; Adjusted EBITDA $56 million to $64 million
NW Natural Holdings reported third-quarter 2026 results, with a net loss of $0.71 per share compared with a loss of $0.73 a year earlier. Nine-month EPS rose to $1.62 from $1.36, and the company raised its 2026 EPS guidance range to $3.10 to $3.20, up from the prior range of $2.95 to $3.15, which it had expected to finish in the upper half. The board also declared a quarterly dividend of $0.50 per share, described as the largest declared increase since 2012.
Q3 2026 net loss of $0.71 per share, versus a $0.73 loss in Q3 2025; consolidated net loss was $29.8 million
Nine-month 2026 EPS of $1.62, compared with $1.36 a year earlier and adjusted EPS of $1.52 for the same period in 2025
2026 EPS guidance raised to $3.10 to $3.20; long-term EPS growth target of 4% to 6% reaffirmed
Quarterly dividend of $0.50 per share, payable Nov. 13, 2026, marking the 71st consecutive year of dividend increases
Interparfums reported third-quarter 2026 net sales of $430 million, flat from a year earlier, and diluted EPS of $2.13, up from $2.05. The company raised its 2026 sales outlook to $1.49 billion from $1.48 billion and kept its 2026 EPS outlook at $4.85, which matters to shareholders because higher sales guidance and rising profit per share point in the same direction.
Q3 2026 net sales were $430 million, flat year over year; diluted EPS was $2.13 versus $2.05.
Nine-month 2026 net sales rose 1% to $1.1 billion, and nine-month diluted EPS rose 2% to $4.43.
2026 sales outlook raised from $1.48 billion to $1.49 billion; 2026 EPS outlook maintained at $4.85.
Initial 2027 guidance will be released on November 18, 2026; the $0.80 quarterly dividend is payable December 31, 2026.
VSE Corporation reported third-quarter 2026 revenue of $541.0 million, up 91.2% from a year earlier, and GAAP net income from continuing operations of $47.3 million, compared with $3.6 million in the third quarter of 2025. The company raised its full-year 2026 revenue growth and Adjusted EBITDA margin guidance, though about 74 percentage points of the revenue growth came from acquisitions.
Third-quarter GAAP diluted EPS was $1.49, compared with $0.17 a year earlier; Adjusted EPS was $2.01, compared with $1.35.
Full-year 2026 revenue growth guidance is now 65% to 66.5%, up from 61% to 64%.
Full-year 2026 Adjusted EBITDA margin guidance is now 18.9% to 19.1%, up from 18.7% to 19.0%.
Net debt was $894.2 million at September 30, 2026, with an Adjusted net leverage ratio of about 2.3x; the company acquired Atech Turbine Components on August 31, 2026.
ITT reported third-quarter 2026 results on November 4, 2026, with revenue up 44% to $1.4 billion, mostly from the SPX FLOW acquisition, and adjusted EPS up 20% to $2.26. GAAP EPS fell 15% to $1.38 due to acquisition-related costs. The company raised its full-year 2026 adjusted EPS guidance to $8.54 to $8.62, which points to higher expected earnings for shareholders.
Q3 2026 revenue was $1.4 billion, up 44.2%; organic revenue rose 7.6%
GAAP EPS fell 14.8% to $1.38; adjusted EPS rose 19.6% to $2.26
Full-year 2026 adjusted EPS guidance raised to $8.54 to $8.62; GAAP EPS expected at $4.65 to $4.73
Free cash flow expected at $600 million to $620 million; quarterly dividend of $0.386 per share payable December 31, 2026
STERIS plc reported total revenue of $1.6 billion for the second quarter of fiscal 2027, representing a 9% increase compared to the prior year period. Net income rose to $213.7 million, and the company updated its full-year adjusted EPS outlook to a range of $11.35 to $11.55.
Total revenue for Q2 fiscal 2027 reached $1.6 billion, up 9% year-over-year.
Diluted EPS as reported was $2.19, while adjusted diluted EPS increased to $2.94.
Full-year fiscal 2027 adjusted EPS outlook was raised to a range of $11.35 to $11.55.
The company approved a targeted restructuring plan anticipating total charges of approximately $45 million.
Cognex reported record third-quarter 2026 revenue of $313 million, up 13% year over year, with GAAP diluted EPS of $0.50 and adjusted diluted EPS of $0.53, up 61%. The company raised its full-year 2026 guidance and said it has agreed to acquire RealSense, Inc. in an all-cash deal expected to close in the fourth quarter of 2026, and declared a $0.09 quarterly dividend.
Q3 2026 revenue was $313 million, up 13% year over year; excluding a one-time commercial partnership benefit in Q3 2025, growth was 19%.
Full-year 2026 revenue guidance was raised to $1,143 million to $1,163 million from $1,130 million to $1,150 million; adjusted diluted EPS guidance is $1.68 to $1.72.
Agreement to acquire RealSense, Inc. in an all-cash transaction expected to close in the fourth quarter of 2026; the filing does not state the purchase price.
Quarterly dividend of $0.09 per share, up from $0.085, payable December 3, 2026 to shareholders of record on November 19, 2026.
Edwards Lifesciences reported third-quarter 2026 sales of $1.72 billion, representing a 10.5% increase compared to the prior year. Driven by strong procedure volumes and robust performance across its businesses, the company raised its full-year 2026 sales growth and adjusted EPS guidance.
Q3 sales grew 10.5% to $1.72 billion, with constant currency sales up 11.2%.
Q3 EPS was $0.53, while adjusted EPS reached $0.80, up 19% versus the prior year.
Full-year 2026 sales growth guidance was increased to approximately 11.5% from the previous 10% to 11% range.
Adjusted EPS guidance for 2026 was raised to a range of $2.97 to $3.05.
Tutor Perini reported third-quarter 2026 revenue of $1.7 billion, up 22% from a year earlier, and diluted EPS of $0.39 versus $0.07. The company raised its 2026 adjusted EPS guidance to $5.90 to $6.10 from $5.15 to $5.45, which is a material change for shareholders. The results include a $51.4 million loss on debt extinguishment and a $33.8 million pension settlement charge.
Q3 2026 revenue was $1.7 billion, up 22% from $1.4 billion in Q3 2025.
Q3 2026 diluted EPS was $0.39 versus $0.07; adjusted EPS was $1.83 versus $1.15.
2026 adjusted EPS guidance raised to $5.90 to $6.10 from $5.15 to $5.45.
Backlog was $20.4 billion as of September 30, 2026.
Corpay, Inc. reported third-quarter 2026 results featuring an 18% increase in revenues to $1.38 billion and a 32% increase in adjusted net income per diluted share to $7.54. Driven by strong operational performance, management raised its full-year 2026 financial outlook, projecting revenue of approximately $5.35 billion at the midpoint. Shareholders also benefited from ongoing share repurchases totaling $1.85 billion through the end of the quarter.
Revenues grew 18% year-over-year to $1,381.9 million for the third quarter ended September 30, 2026.
Adjusted net income per diluted share increased 32% to $7.54 for the third quarter of 2026.
Full-year 2026 guidance was raised to a midpoint of $5.35 billion in revenue and $28.00 in adjusted net income per diluted share.
The company repurchased 5.25 million shares for $1.85 billion through the end of the third quarter of 2026.
Encore Capital Group reported third-quarter 2026 results, with diluted earnings per share of $5.57, up 76% from $3.17 a year earlier, and net income of $124.0 million, up 66%. The company raised its full-year 2026 guidance, now expecting EPS of $15.50 to $16.00, which shows stronger expected profit for shareholders.
Q3 2026 revenues were $544.5 million, up 18% from $460.4 million a year earlier.
Full-year 2026 guidance: EPS of $15.50 to $16.00, global portfolio purchases of $1.50 billion to $1.55 billion, and global collections of $2.90 billion to $2.95 billion.
Q3 2026 global collections were $753.8 million, up 14%; U.S. unit MCM collected $589 million, up 17%.
The company repurchased about $27 million of its shares in Q3 and about $73 million in the first nine months of 2026.
Progyny reported record third-quarter 2026 revenue of $341.3 million, up 8.9%, and net income of $26.3 million, or $0.32 per diluted share, versus $13.9 million, or $0.15, a year earlier. The company raised the midpoint of its full-year 2026 guidance ranges, which signals that management expects stronger results for the year.
Q3 2026 net income was $26.3 million, or $0.32 per diluted share, versus $13.9 million, or $0.15, in Q3 2025.
Q3 2026 Adjusted EBITDA was $58.4 million, up 6.3%, with a margin of 17.1% versus 17.5% a year earlier.
Full-year 2026 revenue is projected at $1.365 billion to $1.385 billion, and net income at $107.0 million to $110.6 million.
Nearly 11 million shares were repurchased in 2026 so far, with approximately $51 million remaining under the current authorization.
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
e.l.f. Beauty reported results for the three and six months ended September 30, 2026, with quarterly net sales up 51% to $520.8 million and GAAP diluted earnings per share of $0.50, compared with $0.05 a year earlier. The company raised its fiscal 2027 outlook, with net sales now expected to grow 22-24%, up from 18-20%, which gives shareholders a higher expected sales and profit range than before.
Q2 net sales rose 51% to $520.8 million; GAAP diluted EPS was $0.50 versus $0.05, and adjusted diluted EPS was $1.21 versus $0.68.
Fiscal 2027 net sales outlook raised to $2,003-2,029 million from $1,938-1,968 million; adjusted diluted EPS outlook raised to $3.82-3.86 from $3.50-3.55.
Q2 included a $17.7 million fair value charge tied to rhode contingent consideration, driven by rhode's revenue outperformance against earnout thresholds.
As of September 30, 2026, cash and equivalents were $350.8 million and total debt was $826.7 million.
QuinStreet reported fiscal first-quarter revenue of $416.7 million, up 46% year-over-year, and GAAP net income of $17.0 million, or $0.29 per diluted share, compared with $4.5 million, or $0.08, a year earlier. The company raised its full fiscal 2027 outlook, now expecting revenue of $1.5 billion to $1.6 billion and adjusted EBITDA of $155 million to $165 million, which gives shareholders a higher company-level forecast for the year.
Revenue of $416.7 million, up 46% from $285.9 million a year earlier; Financial Services $271.0 million and Home Services $145.7 million
GAAP net income of $17.0 million, or $0.29 per diluted share, versus $4.5 million, or $0.08, a year earlier
Adjusted EBITDA of $42.7 million, up 108% year-over-year; operating cash flow of $23.3 million
Raised FY27 outlook to $1.5 billion to $1.6 billion in revenue and $155 million to $165 million in adjusted EBITDA; fiscal Q2 revenue guided to $360 million to $380 million
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.
Matson reported third quarter 2026 net income of $209.4 million, or $6.96 per diluted share, up from $134.7 million, or $4.24 per diluted share, a year earlier. The company raised its full year outlook, expecting fourth quarter 2026 consolidated operating income to be approximately 50 percent higher than the fourth quarter 2025 level, driven mainly by strong demand and elevated freight rates in its China service.
Q3 2026 consolidated revenue was $1,113.5 million, up from $880.1 million in Q3 2025; operating income was $255.2 million versus $161.0 million.
Ocean Transportation operating income rose 62.2 percent to $239.1 million, led by the China service, where container volume increased 16.0 percent.
Expects Q4 2026 consolidated operating income about 50 percent above the $143.7 million achieved in Q4 2025.
Declared a $0.38 per share cash dividend payable December 3, 2026, to holders of record on November 5, 2026; repurchased about 0.3 million shares in Q3 2026 for $59.8 million.
TKO reported third quarter 2026 revenue of $1.360 billion, up 21%, and net income of $277.9 million, up from $106.8 million a year earlier. The company raised its full year 2026 revenue guidance to $5.790 billion to $5.830 billion and Adjusted EBITDA guidance to $2.295 billion to $2.315 billion, and said it intends to commence additional share repurchases, with about $936.0 million left under its existing $3 billion authorization.
Q3 2026 Adjusted EBITDA was $555.7 million, up 54%, and Adjusted EBITDA margin was 41% versus 32% a year earlier.
Full year 2026 revenue guidance raised to $5.790 billion to $5.830 billion, from $5.775 billion to $5.825 billion in August.
Full year 2026 Adjusted EBITDA guidance raised to $2.295 billion to $2.315 billion, from $2.275 billion to $2.305 billion in August.
About $936.0 million remains under the repurchase authorization as of November 4, 2026; the company expects to fund the balance primarily from additional debt and cash on hand.
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
Tanger Inc. reported third-quarter 2026 results that improved from the prior year and raised its full-year 2026 FFO per share guidance to $2.49 to $2.53 from $2.45 to $2.52. The company also declared a quarterly dividend of $0.3125 per share, up 7% from the October 2025 dividend of $0.2925.
Third-quarter diluted net income was $0.29 per share, up from $0.28, and FFO was $0.64 per share, up from $0.60 a year earlier.
Full-year 2026 diluted FFO per share guidance is $2.49 to $2.53, up from the previous $2.45 to $2.52; diluted net income per share guidance is $1.08 to $1.12, versus the previous $1.06 to $1.13.
Same Center NOI rose 4.2% to $108.4 million in the third quarter, and occupancy was 97.3% on September 30, 2026.
The company repaid $350 million of senior unsecured notes that matured in September 2026, using $150 million of delayed draw term loan proceeds and cash on hand.
McKesson Corporation reported preliminary financial results for the second quarter ended September 30, 2026, delivering consolidated revenues of $111.0 billion and diluted earnings per share of $10.44. Driven by operational strength across core segments, management raised its fiscal 2027 adjusted earnings per diluted share guidance range to $45.60 to $46.40. These results highlight solid performance that supports strategic capital deployment and shareholder value creation.
Consolidated revenues reached $111.0 billion for the quarter ended September 30, 2026, representing an 8% increase year-over-year.
Adjusted earnings per diluted share rose 18% to $11.68 compared to $9.86 in the prior year period.
The full-year fiscal 2027 adjusted EPS guidance was raised to a range of $45.60 to $46.40.
The company generated $3.1 billion in cash flow from operations and $2.9 billion of free cash flow during the second quarter.
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.
Marriott Vacations Worldwide reported third-quarter 2026 results, with net income attributable to common stockholders of $82 million, or $2.24 per diluted share, compared with a net loss of $2 million, or $0.07 per share, a year earlier. The company raised the midpoint of its full-year contract sales and Adjusted EBITDA guidance, despite an estimated $16 million hit to Adjusted EBITDA from Hurricane Lowell.
Q3 net income attributable to common stockholders was $82 million, or $2.24 diluted EPS, versus a loss of $2 million, or $0.07, a year earlier
Contract sales rose 29% to $565 million; Adjusted EBITDA rose 27% to $216 million
Full-year 2026 Adjusted EBITDA guidance now $810 million to $830 million, versus $805 million to $830 million previously
Share repurchase authorization of $322 million extended from December 31, 2026 to December 31, 2027
Materion reported third-quarter 2026 net sales of $567.3 million, up from $444.8 million a year earlier, and net income of $38.3 million, or $1.81 per diluted share, versus $1.22 a year earlier. The company raised its full-year 2026 adjusted earnings per share outlook to $7.10 to $7.40, which it said is a 33% increase over the prior year at the midpoint.
Net sales were $567.3 million versus $444.8 million; value-added sales were $313.7 million versus $263.9 million.
Diluted EPS was $1.81 versus $1.22; adjusted EPS was $1.93 versus $1.41.
Full-year adjusted EPS outlook raised to $7.10 to $7.40, up 33% at the midpoint over the prior year.
Free cash flow was about $46 million for the quarter, with 120% conversion of net income.
CVS Health Corporation announced its third quarter 2026 financial results, reporting total revenues of $108.4 billion and a net income of $2.17 billion. Driven by strong performance across its Health Care Benefits and Pharmacy & Consumer Wellness segments, the company raised its full-year 2026 guidance.
Third quarter total revenues increased 5.4% year-over-year to $108.4 billion.
GAAP diluted EPS was $1.68 and Adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 GAAP diluted EPS guidance was raised to at least $6.98, and Adjusted EPS guidance was raised to at least $8.20.
Year-to-date cash flow from operations reached $15.3 billion as of September 30, 2026.
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%.
At a Shanghai investor event on November 4, 2026, Estée Lauder announced a fiscal 2030 ambition of mid-single-digit organic sales growth and double-digit adjusted EPS growth each year through fiscal 2030, with a 16.5%-18.5% adjusted operating margin in fiscal 2030. The accompanying presentation also raised the fiscal 2027 outlook, which matters to shareholders because it signals higher expected profitability in the near term, though the fiscal 2030 figures are unaudited long-term targets.
Fiscal 2030 ambition: mid-single-digit organic net sales growth annually and double-digit adjusted diluted EPS growth through fiscal 2030, with an adjusted operating margin of 16.5%-18.5% in fiscal 2030
Raised fiscal 2027 outlook: adjusted operating margin of 12.9%-13.7% (up from 12.7%-13.5%) and adjusted diluted EPS growth of 28%-38% (up from 24%-34%)
Reported sales growth outlook raised to 5.0%-6.5% (from 3%-5%); restructuring charges of approximately $40 million to $50 million, before taxes, expected in fiscal 2028
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.
Enerpac Tool Group held an Investor Day at the New York Stock Exchange on November 4, 2026, and furnished its presentation materials under Regulation FD. The materials set fiscal 2030 targets of 4%-6% organic growth and a 10%-13% adjusted diluted EPS compound annual growth rate from FY26, and report that the SFE Group acquisition closed on October 28, 2026.
FY26 net sales of $652M (legacy business, excluding SFE Group), up a 3.4% CAGR since FY22; adjusted EBITDA of $154M and adjusted diluted EPS of $1.87
Solstice Advanced Materials reported third-quarter 2026 net sales of $1,046 million, up 8% from a year earlier, and net income attributable to the company of $80 million, compared with a loss of $35 million in the prior-year quarter. The company raised its full-year 2026 net sales and adjusted EBITDA guidance and said it returned $112 million to shareowners in the quarter, including $100 million of share repurchases.
Q3 2026 net sales were $1,046 million, up 8% from $969 million; diluted EPS was $0.50 versus a loss of $0.22 a year earlier.
Full-year 2026 net sales guidance was raised to $4,195 million to $4,220 million from $4,125 million to $4,185 million.
Adjusted diluted EPS guidance was raised to $2.90 to $2.95 from $2.75 to $2.95; the company intends to substantially complete its $500 million buyback by the end of Q1 2027.
Clear Secure reported third quarter 2026 revenue of $292.9 million, up 27.8% year over year, and diluted earnings per share of $0.52. The company raised its full-year 2026 free cash flow guidance to at least $490 million from at least $480 million, though quarterly free cash flow was negative $103.8 million due to an approximately $315 million settlement of accrued partnership liabilities. The board also increased its share repurchase authorization by $175.0 million.
Q3 2026 revenue $292.9 million, up 27.8%; Total Bookings $323.5 million, up 24.4%
Q3 2026 net income $75.3 million; diluted EPS $0.52 versus $0.29 a year earlier
Full-year 2026 free cash flow guidance raised to at least $490 million from at least $480 million
Board authorized a $175.0 million repurchase increase, leaving about $254.4 million remaining; quarterly dividend of $0.15 per share payable December 24, 2026
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.
Avient reported third-quarter 2026 sales up 10.5% to $891 million and adjusted EPS of $0.86, above its $0.80 guidance and up from $0.70 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.22 to $3.32 from $3.10 to $3.25 and has repaid $100 million of debt year to date. For shareholders, the higher outlook is the main change, while GAAP EPS was $0.46 after special items of $0.23 per share.
Third-quarter sales rose 10.5% to $891 million, with organic sales growth of 10.6%.
Adjusted EPS was $0.86 versus $0.70 a year earlier and above $0.80 guidance; GAAP EPS was $0.46 versus $0.36.
Full-year 2026 adjusted EPS guidance was raised to $3.22 to $3.32 from $3.10 to $3.25, and adjusted EBITDA guidance was narrowed to $593 million to $603 million.
After quarter end, the company repurchased 281,000 shares for about $10.9 million, its first buyback since 2022.
Kadant reported third-quarter 2026 revenue of $313.2 million, up 15% from a year earlier and a company record, with GAAP EPS up 26% to $2.96 and adjusted EPS up 21% to a record $3.64. The company raised its 2026 adjusted EPS guidance to $12.58 to $12.73 from $12.43 to $12.68 and narrowed its revenue guidance to $1.195 to $1.210 billion, though gross margin slipped 50 basis points to 44.7%.
Q3 bookings rose 22% to $291 million; organic bookings rose 10%, excluding a 12% contribution from acquisitions
Q3 net income rose 27% to $35 million, and operating cash flow rose 33% to a record $63 million
Revised 2026 GAAP EPS guidance is $9.88 to $10.03, up from a low end of $9.78; Q4 2026 revenue is expected at $287 to $302 million
Organic revenue grew four percent in Q3; acquisitions contributed 11 percent
DiamondRock Hospitality Company reported third quarter 2026 net income attributable to common stockholders of $33.3 million, or $0.16 per diluted share, up 65.7% and 60.0% from the third quarter of 2025, and raised its full-year 2026 guidance. The company also increased its quarterly common dividend by 22% to $0.11 per share, which matters to shareholders because it reflects higher expected earnings and cash flow.
Q3 2026 net income attributable to common stockholders was $33.3 million, or $0.16 per diluted share, versus $20.1 million, or $0.10, in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance raised to $322.0 million to $327.0 million from $310.0 million to $320.0 million.
Quarterly common dividend increased 22% to $0.11 per share; the company acquired The Bellmoor Inn & Spa on October 1, 2026 for $31.0 million.
Duolingo reported third-quarter 2026 revenue of $309.0 million, up 14% from a year earlier, and bookings of $316.1 million, up 12%. The company raised its full-year 2026 guidance across all key financial metrics, including bookings of $1.3 billion and revenue of $1.2 billion. Net income fell to $27.2 million from $292.2 million a year earlier, a period that included a $222.7 million one-time tax benefit.
Q3 2026 daily active users reached 64.9 million, up 29% year over year.
Full-year 2026 guidance: bookings of $1,296 million, revenue of $1,221 million, and Adjusted EBITDA of $323 million, up $3 million from prior guidance.
Q3 2026 net income was $27.2 million versus $292.2 million in Q3 2025, which included a $222.7 million tax benefit.
Q3 2026 Adjusted EBITDA was $78.7 million, down from $80.0 million a year earlier; Q4 2026 bookings are guided to $382 million.
NexPoint Residential Trust reported a wider third-quarter 2026 net loss and lower per-share Core FFO than a year earlier, while total revenues rose. The company also cut its 2026 guidance midpoints for Core FFO per diluted share and Same Store NOI, which lowers the outlook for shareholders.
Total revenues were $64.5 million for Q3 2026, up from $62.8 million; net loss attributable to common stockholders was $11.5 million, or $0.45 per diluted share, versus $7.8 million, or $0.31, in Q3 2025.
Core FFO was $0.52 per diluted share for Q3 2026, down from $0.70 a year earlier; Q3 Same Store NOI decreased 8.2% to $35.6 million.
2026 Core FFO per diluted share guidance midpoint was revised to $2.22 from $2.45; Same Store NOI growth midpoint was revised to -4.3% from -1.0%.
On October 26, 2026, the board authorized share repurchases of up to $150.0 million through October 26, 2028, and approved a $0.53 quarterly dividend payable December 31, 2026.
Pinnacle West reported third-quarter 2026 net income attributable to common shareholders of $434.2 million, or $3.49 per diluted share, up from $413.2 million, or $3.39 per diluted share, a year earlier. The company raised its 2026 consolidated earnings guidance to $5.05 to $5.25 per diluted share, citing customer and sales growth and weather through the first three quarters.
Q3 2026 operating revenues were $1.97 billion, up from $1.82 billion in Q3 2025.
Q3 2026 diluted EPS was $3.49, compared with $3.39 in Q3 2025.
2026 EPS guidance is $5.05 to $5.25 per diluted share, adjusted upward per the company.
Weather-normalized retail electricity sales growth is guided at 8.0% to 10.0% for 2026.
Revvity, Inc. reported third quarter 2026 revenue of $729 million and GAAP EPS from continuing operations of $0.56, compared to $699 million and $0.41 a year ago. The company raised its full year 2026 pro forma guidance, forecasting total revenue of approximately $2.86 billion and pro forma adjusted EPS of $5.40-$5.45. Additionally, the company is holding its Investor Day on November 13, 2026.
Revenue for the third quarter ended October 4, 2026 was $729 million, with pro forma revenue of $710 million representing 7% pro forma organic growth.
GAAP EPS from continuing operations was $0.56, while adjusted EPS from continuing operations reached $1.38.
Full year 2026 pro forma guidance forecasts total revenue of approximately $2.86 billion and pro forma adjusted EPS of $5.40-$5.45.
Ryman Hospitality Properties reported third quarter 2026 total revenue of $655.8 million, up 10.7% from a year earlier, and net income of $39.7 million, up 16.8%. The company raised the midpoints of its 2026 guidance for same-store Hospitality results, partly offset by lower Entertainment expectations tied mainly to the closure of the General Jackson Showboat, which gives shareholders a higher outlook for the year.
Net income available to common stockholders per diluted share was $0.58 for the third quarter, up from $0.53 a year earlier.
Midpoint of 2026 consolidated Adjusted EBITDAre guidance rose $7.0 million to $933.5 million; AFFO per diluted share midpoint is $9.29, up from $9.08.
Entertainment segment Adjusted EBITDAre guidance midpoint was lowered to $122.0 million from $125.0 million.
The Grande Lakes Orlando acquisition was completed on September 1, 2026; the 2026 capital expenditure estimate is $450 million to $500 million.
Enpro reported third-quarter 2026 sales of $350.8 million, up 22.4%, and net income of $40.3 million versus $21.6 million a year earlier. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted diluted earnings per share, citing demand across its portfolio, including semiconductor demand in its Advanced Surface Technologies segment.
Q3 2026 GAAP diluted EPS was $1.88 versus $1.01; adjusted diluted EPS was $2.66 versus $1.99
Full-year 2026 adjusted EBITDA guidance raised to $340 million to $345 million from $330 million to $340 million
Full-year 2026 adjusted diluted EPS guidance raised to $9.70 to $9.95 from $9.30 to $9.80
Archer-Daniels-Midland reported third quarter 2026 net earnings of $821 million, or $1.70 per share, alongside an adjusted EPS of $1.77. Driven by a constructive biofuels environment and strong operational execution, the company raised its full-year 2026 adjusted EPS outlook to a range of approximately $5.50 to $5.80.
Reported third quarter 2026 net earnings of $821 million, with adjusted net earnings of $858 million.
Raised full-year 2026 adjusted EPS guidance to approximately $5.50 to $5.80, up from the prior range of $5.15 to $5.60.
Total segment operating profit for the third quarter rose 64% year-over-year to $1.38 billion.
Capital expenditures for 2026 are now projected to be in the range of $1.2 to $1.3 billion, revised from the prior $1.3 to $1.5 billion range.
Henry Schein reported third-quarter 2026 results for the quarter ended September 26, 2026, with net sales of $3.5 billion, up 4.0%, and GAAP diluted EPS of $1.06, up 26.2% from the prior year. The company raised its 2026 non-GAAP diluted EPS guidance to $5.50 to $5.56 from $5.29 to $5.39, and the Q3 results include a $0.19 per share net benefit from tariff refunds, which management says will not recur at that level for the rest of 2026.
Q3 2026 non-GAAP diluted EPS was $1.56, up 13.0%; excluding tariff refunds and prior-year remeasurement gains, growth was 19.1%
Full-year 2026 non-GAAP diluted EPS guidance raised to $5.50 to $5.56 from $5.29 to $5.39
Adjusted EBITDA growth guidance raised to high-single-digits from mid to high-single-digits
Q3 U.S. dental merchandise sales rose 8.6%; the company repurchased $125 million of stock in the quarter and had about $330 million authorized remaining
CarMax held a virtual Strategic Update on November 3, 2026, presenting a multi-year plan called Shift into GEAR and a financial framework through fiscal 2030. The company targets mid-single-digit used retail unit growth and mid-teens adjusted EPS growth, using fiscal 2026 adjusted EPS of $2.91 as the base, while maintaining a strong balance sheet and returning excess capital to shareholders. The filing contains targets rather than reported results, and it notes that Tier 2 lending expansion will pressure near-term auto finance income.
Targets mid-single-digit used retail unit CAGR and mid-teens adjusted EPS CAGR through fiscal 2030, using fiscal 2026 as the base
FY26 adjusted EPS of $2.91 is the base for the EPS CAGR target
Company expects $200 million run-rate savings exiting fiscal 2027 and plans CapEx of about $500 million per year starting in fiscal 2028
Tier 2 expansion is expected to pressure CarMax Auto Finance income in the near term due to upfront loss provisioning
Pfizer announced third-quarter 2026 revenues of $16.6 billion, matching the prior-year period operationally, while reporting adjusted diluted EPS of $0.87. Driven by solid performance in non-COVID and newly launched products, the company raised its full-year 2026 revenue guidance to a range of $62.0 to $64.0 billion and narrowed its adjusted diluted EPS guidance to $2.95 to $3.05. Shareholders also saw the appointment of Cecile Guegan as Chief Financial Officer and Executive Vice President.
Xenia reported a third-quarter net loss of $2.7 million, narrower than the $13.7 million loss a year earlier, while Adjusted EBITDAre rose 26.0% to $53.2 million. The company raised the midpoint of its full-year 2026 Adjusted EBITDAre guidance by $8 million and its Adjusted FFO per diluted share guidance by $0.09, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 net loss attributable to common stockholders was $2.7 million, or $0.03 per diluted share, versus $13.7 million, or $0.14, in Q3 2025.
Q3 Adjusted FFO per diluted share was $0.36, up 56.5%; Same-Property RevPAR rose 12.5% to $184.75.
Full-year 2026 Adjusted EBITDAre guidance is $278 million to $284 million; Adjusted FFO per diluted share guidance is $2.08 to $2.14.
Same-Property RevPAR was up approximately 8% in October 2025 compared with October 2025's prior-year period, per the company's estimate.
DuPont de Nemours, Inc. reported third-quarter 2026 net sales of $1.9 billion and GAAP EPS from continuing operations of $1.24, exceeding its prior guidance. Driven by organic growth and strong operating leverage, management raised its full-year 2026 financial guidance.
Net sales of $1.9 billion increased 4% year-over-year, with organic sales up 5%.
GAAP EPS from continuing operations was $1.24, and adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 guidance was raised to approximately $7.19 billion in net sales and $7.47 to $7.52 in adjusted EPS.
The company completed a $250 million accelerated share purchase in the third quarter of 2026.
Leidos Holdings, Inc. reported third quarter 2026 revenue of $4.63 billion and net income of $413 million, reflecting year-over-year revenue growth of 4%. Following strong quarterly performance, the company raised its full-year 2026 guidance for non-GAAP diluted EPS to a range of $12.50 to $12.70. Shareholders benefit from raised earnings expectations and increased quarterly cash dividends.
Revenues reached $4.63 billion for the third quarter ended October 2, 2026, up 4% year-over-year.
Non-GAAP diluted earnings per share grew 19% year-over-year to $3.62.
Full-year 2026 non-GAAP diluted EPS guidance was raised to $12.50 to $12.70.
Quarterly cash dividend was increased by 4.7% to $0.45 per share, payable on December 31, 2026.
ONE Gas reported third quarter 2026 adjusted net income of $33.5 million, or $0.53 per diluted share, up from $0.47 a year earlier, and raised its 2026 adjusted earnings per share guidance to $4.95-$5.01 from $4.89-$4.95. The board also declared a quarterly dividend of $0.68 per share, which shareholders of record on November 16, 2026 will receive on December 3, 2026. The guidance increase is the second raise this year, according to the company.
Q3 2026 GAAP net income was $31.2 million, or $0.49 per diluted share, versus $26.5 million, or $0.44, in Q3 2025
Year-to-date 2026 adjusted net income was $218.9 million, or $3.47 per diluted share, versus $3.00 a year earlier
2026 net income guidance raised to $313 million-$317 million from $310 million-$314 million
Quarterly dividend of $0.68 per share, payable December 3, 2026, to holders of record on November 16, 2026
Celanese reported third quarter 2026 net sales of $2.6 billion, up 6% from a year earlier, and adjusted earnings per share of $1.65 versus $1.34 a year earlier. The company raised its 2026 free cash flow outlook to $750 to $800 million and expects full-year 2026 adjusted earnings per share of approximately $6.00 to $6.25, which gives shareholders a clearer view of earnings and cash generation for the year.
Q3 2026 net sales $2.6 billion, up 6% year over year; U.S. GAAP diluted EPS $0.68 and adjusted EPS $1.65
Full-year 2026 adjusted EPS outlook of approximately $6.00 to $6.25; free cash flow outlook raised to $750 to $800 million
Agreement to sell an additional 19% of Nutrinova joint venture to Mitsui & Co. for about $152 million in cash, expected to close in Q4 2026
Investor Event scheduled for December 9, 2026 in Florence, Kentucky
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.
Realty Income reported third-quarter 2026 net income available to common stockholders of $403.9 million, or $0.43 per share, alongside an increase in Adjusted Funds from Operations to $1.12 per share. Driven by strong operating performance and robust investment activity, the company raised its full-year 2026 AFFO per share guidance to $4.45 to $4.46.
Net income available to common stockholders reached $403.9 million, or $0.43 per share, for the third quarter ended September 30, 2026.
Adjusted Funds from Operations rose 3.7% to $1.12 per share compared to the third quarter of 2025.
The company invested $2.6 billion during the quarter at an initial weighted average cash yield of 6.8%.
Full-year 2026 AFFO per share guidance was raised to a range of $4.45 to $4.46.
V2X reported third-quarter 2026 revenue of $1.27 billion, up 9% year-over-year, and net income of $32.0 million, up 30%. The company raised its full-year 2026 guidance across revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 diluted EPS was $1.01, up 32% year-over-year; adjusted diluted EPS was $1.64, up 19%
Adjusted EBITDA was $88.6 million with a 7.0% margin, versus 7.3% a year earlier
2026 revenue guidance raised to $4,950 million-$5,100 million from $4,875 million-$5,025 million; adjusted diluted EPS guidance raised to $6.15-$6.55 from $5.90-$6.30
Net debt was $811.7 million at quarter end, down $140.3 million year-over-year
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.
Gates Industrial reported third-quarter 2026 net sales of $903.6 million, up 5.6%, with diluted earnings per share of $0.34 versus $0.31 a year earlier and adjusted earnings per share of $0.47 versus $0.39. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, which benefits shareholders if the outlook is met.
Q3 net sales were $903.6 million, up 5.6%, with core sales up 5.5%.
Diluted EPS was $0.34 versus $0.31; adjusted EPS was $0.47 versus $0.39.
Adjusted EBITDA was $215.4 million, a 23.8% margin versus 22.9% a year earlier.
2026 adjusted EBITDA guidance is $809 million to $823 million (prior $800 million to $830 million); adjusted EPS guidance is $1.66 to $1.72 (prior $1.62 to $1.70).
Kite Realty Group Trust furnished a Q3 2026 investor presentation under Regulation FD. The company reported Q3 NAREIT FFO of $0.53 and Core FFO of $0.52, and its bridge shows the 2026 FFO guidance midpoint moving from $2.09 to $2.10 for both measures, with a range of $2.08 to $2.12. For shareholders, the filing shows a modest guidance increase alongside 3.6% same property NOI growth.
Q3 2026 NAREIT FFO was $0.53 and Core FFO was $0.52
2026 NAREIT and Core FFO guidance range is $2.08 to $2.12, with a midpoint of $2.10, up from a previous midpoint of $2.09
Same property NOI growth was 3.6% in Q3 2026, and the company expects 3.4% to 3.9% for 2026
Net debt to adjusted EBITDA was 5.2x, and Fitch upgraded the company to BBB+ in September 2026
nVent Electric plc announced third-quarter 2026 results featuring record sales of $1.5 billion and raised its full-year guidance for sales and earnings per share. Shareholders benefited from double-digit organic sales growth across all verticals and a regular cash dividend of $0.21 per share.
Reported net sales reached $1.5 billion in Q3 2026, representing a 44 percent increase.
Reported EPS was $1.23, up 68 percent, while adjusted EPS rose to $1.52.
Full-year 2026 reported sales growth guidance was raised to a range of 48 to 49 percent.
FMC reported third-quarter 2026 revenue of $106 million, down from $542 million a year earlier, and a GAAP net loss of $2.07 billion, or $15.54 per diluted share. The company attributed about $639 million of the revenue hit and about $672 million of the Adjusted EBITDA hit to commercial actions announced October 15, 2026, and lowered its fourth-quarter and full-year outlook, which matters to shareholders because it reduces expected earnings and free cash flow.
Q3 2026 revenue was $106 million versus $542 million in Q3 2025; commercial actions reduced revenue by about $639 million.
Q3 Adjusted EBITDA was negative $559 million versus $236 million a year earlier; GAAP net loss was $2.07 billion.
Q4 2026 Adjusted EBITDA is now forecast at $210 million to $230 million, a 22 percent decline at the midpoint; Q4 Adjusted EPS at $0.56 to $0.70.
Full-year 2026 free cash flow is now expected to be negative $350 million to negative $150 million.
Cousins Properties reported third-quarter 2026 results, with FFO of $123.8 million, or $0.75 per share, up from $116.5 million, or $0.69 per share, a year earlier. The company raised its 2026 FFO guidance to $2.95 to $2.99 per share from $2.92 to $2.98, which matters to shareholders because it signals higher expected recurring cash earnings for the year.
Q3 2026 net income available to common stockholders was $17.0 million, or $0.10 per share, versus $8.6 million, or $0.05 per share, in Q3 2025.
2026 FFO per share guidance raised to $2.95 to $2.99 from $2.92 to $2.98; net income guidance raised to $0.14 to $0.18 per share from $0.08 to $0.14.
Nine-month net income available to common stockholders was $18.3 million, or $0.11 per share, down from $44.0 million, primarily due to an impairment charge.
Same property cash-basis NOI rose 7.4% in Q3 2026, and the company sold One Eleven Congress in Austin for a gross sales price of $208.0 million.
World Kinect reported third quarter 2026 results on October 29, 2026, with revenue of $13.27 billion, up 41% from a year earlier, and GAAP diluted EPS of $0.70 versus $0.46. The company raised its full-year 2026 Adjusted EPS guidance to $3.52 to $3.62 per share from $3.20 to $3.40, which signals higher expected per-share earnings for shareholders.
Q3 2026 revenue was $13.27 billion, up 41% year over year, while volume fell 6% to 4.04 million units.
Q3 GAAP net income was $38 million, or $0.70 per diluted share, versus $0.46 a year earlier; Adjusted EPS was $0.99 versus $0.54.
Full-year 2026 Adjusted EPS guidance rose to $3.52 to $3.62 per share, from $3.20 to $3.40.
Q3 free cash flow was $164 million, and operating cash flow was $175 million.
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.
Illumina announced third-quarter 2026 financial results with reported revenue of $1.13 billion, representing a 4.2% increase compared to the prior-year period. Driven by healthy clinical demand and NovaSeq X placements, the company raised its full-year 2026 total revenue guidance to $4.64-$4.66 billion and non-GAAP diluted EPS guidance to $5.40-$5.45.
Reported revenue for Q3 2026 was $1.13 billion, up 4.2% from Q3 2025.
GAAP diluted EPS for Q3 2026 was $1.43, compared to $0.98 in Q3 2025.
Free cash flow for Q3 2026 reached $378 million, compared to $253 million in the prior-year period.
Full-year 2026 revenue guidance was raised to $4.64-$4.66 billion, up from the previous range.
Merit Medical reported third-quarter 2026 revenue of $416.2 million, up 8.4% from a year earlier, and GAAP EPS of $0.70, up 51%. The company raised its full-year 2026 revenue and non-GAAP EPS guidance, and separately disclosed a $45 million cash acquisition of Solo Pace, Inc.
Q3 2026 reported revenue $416.2 million, up 8.4%; organic constant currency revenue up 9%
GAAP gross margin fell to 48.2% from 48.5%; GAAP operating margin rose to 14.1% from 11.1%
Full-year 2026 non-GAAP EPS guidance raised to $4.33-$4.37 from $4.25-$4.35; revenue guidance to $1.635-$1.642 billion from $1.631-$1.643 billion
Solo Pace acquisition completed October 13, 2026 for cash of approximately $45 million
Schneider National reported third-quarter 2026 operating revenues of $1.6 billion, up 9% from $1.5 billion a year earlier, and income from operations of $62.1 million, up 76%. Diluted earnings per share were $0.28 versus $0.11, and the company raised its full-year 2026 adjusted diluted EPS guidance to $1.00 to $1.10. Revenue and profit both improved, which is favorable for shareholders.
Income from operations rose to $62.1 million from $35.3 million; diluted EPS was $0.28 versus $0.11 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance raised to $1.00 to $1.10; net capital expenditures guidance set at $325 million to $350 million.
Truckload income from operations was $43.7 million, up 121%; Logistics income from operations was zero, down $6.4 million.
Board declared a $0.10 dividend on October 26, 2026, payable January 12, 2027.
Exponent reported third-quarter 2026 total revenues up 18% to $173.7 million and net income of $30.9 million, or $0.64 per diluted share, compared with $0.55 a year earlier. The company raised its full-year 2026 revenue and margin guidance and declared a $0.31 quarterly dividend payable December 18, 2026.
Revenues before reimbursements rose 12% to $153.1 million; EBITDA was $45.0 million, or 29.4% of those revenues.
Full-year 2026 outlook: revenues before reimbursements to grow 10% to 11%, and EBITDA to be 28.0% to 28.3% of revenues before reimbursements.
Fourth-quarter 2026 outlook: revenues before reimbursements to grow 8% to 10%, and EBITDA to be 26.3% to 26.8% of revenues before reimbursements.
Quarterly cash dividend of $0.31 per share, with a record date of December 4, 2026 and payment on December 18, 2026.
Healthcare Realty reported third quarter 2026 results on October 29, 2026, with Normalized FFO of $0.42 per diluted share, up from $0.41 a year earlier, and a GAAP net loss of $(0.05) per share, narrower than the $(0.17) loss in the prior-year quarter. The company raised its full-year 2026 Normalized FFO guidance to $1.65-$1.67 per share from $1.62-$1.66 and raised its Same Store Cash NOI growth guidance to 5.00%-5.25%. Third quarter revenue fell to $286.6 million from $297.8 million a year earlier.
Q3 2026 Normalized FFO of $0.42 per diluted share, versus $0.41 in Q3 2025; NAREIT FFO of $0.38 versus $0.34
Q3 2026 GAAP net loss attributable to common stockholders of $15.8 million, or $(0.05) per share, versus $57.7 million, or $(0.17) per share, a year earlier
Full-year 2026 Normalized FFO guidance raised to $1.65-$1.67 per share from $1.62-$1.66 in July
Quarterly common dividend of $0.24 per share, payable November 20, 2026, to holders of record on November 10, 2026
OSI Systems reported fiscal first-quarter 2027 revenue of $403.5 million, up 5% from a year earlier, and GAAP diluted EPS of $1.51, up 28%. The company raised its fiscal 2027 non-GAAP EPS guidance to $11.28-$11.64 from $11.13-$11.49 and reaffirmed its revenue guidance of $1.875 billion-$1.930 billion, which matters to shareholders because it signals higher expected per-share earnings while the Healthcare division's results were weaker.
Q1 revenue was $403.5 million versus $384.6 million a year earlier; non-GAAP diluted EPS was $1.66 versus $1.42.
Fiscal 2027 non-GAAP EPS guidance raised to $11.28-$11.64; revenue guidance unchanged at $1.875 billion-$1.930 billion.
Healthcare division posted a GAAP operating loss of $2.4 million on revenue of $35.1 million, down from $40.7 million.
Operating cash flow was $37.1 million versus $17.1 million, and backlog reached $2.1 billion as of September 30, 2026.
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
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
GATX reported third-quarter 2026 net income attributable to GATX of $105.2 million, or $2.92 per diluted share, up from $82.2 million, or $2.25 per share, a year earlier. The company now expects 2026 full-year earnings to modestly exceed the high end of its previous guidance range of $9.90 to $10.30 per diluted share, which excludes tax adjustments and other items.
Q3 2026 net income attributable to GATX was $105.2 million, or $2.92 per diluted share, versus $82.2 million, or $2.25, in Q3 2025.
Nine-month 2026 net income attributable to GATX was $294.1 million, or $8.11 per diluted share, versus $236.3 million, or $6.46, a year earlier.
Full-year 2026 earnings are now expected to modestly exceed the high end of the prior $9.90 to $10.30 per-share guidance range.
Hershey reported third-quarter 2026 net sales of $3,275.5 million, up 3.0%, and reported net income of $580.8 million, or $2.88 per diluted share, up 111.8%. The company raised its 2026 adjusted EPS growth outlook to 36% to 38.5% from 32.5% to 35%, which includes about $0.22 from tariff refunds received in Q3 2026.
Q3 2026 adjusted EPS was $2.64, up 103.1%, versus reported EPS of $2.88 and $1.36 a year earlier
2026 adjusted EPS growth outlook raised to 36% to 38.5%; reported EPS growth outlook raised to 84% to 90%
2026 net sales growth outlook is about 5%, and organic net sales growth outlook is about 3%
North America Salty Snacks segment income fell 17.9% to $47.4 million in Q3 2026; International segment loss was $30.0 million
IDACORP reported third quarter 2026 net income attributable to IDACORP of $160.2 million, or $2.73 per diluted share, up from $124.4 million, or $2.26 per diluted share, a year earlier, and raised its full-year 2026 earnings guidance to $6.40 to $6.50 per diluted share from $6.30 to $6.45. The higher guidance and stronger results mainly reflect higher net income at Idaho Power, the company's regulated electric utility, driven by Idaho base rate increases and revenue from large contract customers.
Q3 2026 net income attributable to IDACORP was $160.2 million, or $2.73 per diluted share, versus $124.4 million, or $2.26, in Q3 2025.
Nine-month 2026 net income attributable to IDACORP was $330.8 million, or $5.76 per diluted share, versus $279.9 million, or $5.13, in the same period of 2025.
As of October 29, 2026, 2026 earnings guidance was raised to $6.40 to $6.50 per diluted share from $6.30 to $6.45 as of July 30, 2026.
Idaho Power O&M expense guidance for 2026 was raised to $535 million to $545 million from $525 million to $535 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.
DT Midstream reported third-quarter 2026 net income of $118 million, or $1.16 per diluted share, up from $112 million, or $1.09 per share, in the prior quarter, and raised its 2026 Adjusted EBITDA guidance to $1,185-$1,225 million. The company also declared a quarterly dividend of $0.88 per share, which shareholders of record on December 15, 2026 will receive on January 15, 2027.
Q3 2026 net income of $118 million ($1.16 per diluted share) versus $112 million ($1.09 per share) in Q2 2026; Adjusted EBITDA was $301 million versus $305 million in Q2.
Nine-month 2026 net income was $360 million and Adjusted EBITDA was $914 million, compared with $330 million and $845 million for the same period of 2025.
2026 Adjusted EBITDA guidance raised to $1,185-$1,225 million; the company cited year-to-date results ahead of plan.
Quarterly dividend of $0.88 per share: record date December 15, 2026, payment date January 15, 2027.
LKQ reported third-quarter 2026 revenue of $3.3 billion, down 5.1% from a year earlier, and a net loss of $24 million that included $111 million of pre-tax non-cash impairment charges, compared with net income of $178 million a year earlier. The company also withdrew its full-year 2026 guidance and its Board suspended the strategic review, including the Specialty segment sales process, while new CEO Sal Abbate starts December 15, 2026.
Q3 2026 revenue was $3.3 billion, down 5.1%; Europe revenue fell 10.2% and parts and services organic revenue fell 5.4%.
Q3 net loss of $24 million, including $111 million of impairment charges, versus net income of $178 million in Q3 2025.
Adjusted diluted EPS was $0.50 versus $0.84 a year earlier.
Full-year 2026 guidance was withdrawn on October 23, 2026; the Board suspended the strategic review, including the Specialty sale process, and Sal Abbate becomes CEO effective December 15, 2026.
WEC Energy Group reported third-quarter net income of $389.3 million, or $1.18 per share, compared to $271.3 million, or 83 cents per share, for the same period last year. Driven by favorable weather and capital investments, the company raised and narrowed its full-year 2026 earnings guidance to a range of $5.60 to $5.64 per share. These results demonstrate solid operational performance that directly benefits shareholders.
Third-quarter net income reached $389.3 million, or $1.18 per share, up from $271.3 million, or 83 cents per share, in the third quarter of 2025.
Full-year 2026 earnings guidance was raised and narrowed to a range of $5.60 to $5.64 per share.
Consolidated revenues for the first nine months of 2026 totaled $7.8 billion, an increase of $523.9 million compared to the same period in 2025.
West Pharmaceutical Services reported third-quarter 2026 net sales of $874.5 million and diluted earnings per share of $3.02, reflecting growth compared to the prior-year period. Driven by strong execution in its Proprietary Products segment, the company raised its full-year net sales and adjusted-diluted EPS guidance ranges.
Q3 2026 net sales reached $874.5 million, up 8.7% year-over-year, with diluted EPS of $3.02.
Full-year 2026 net sales guidance was increased to a range of $3.41 billion to $3.42 billion.
Full-year 2026 adjusted-diluted EPS guidance was raised to a range of $9.38 to $9.48.
The company repurchased $231 million of stock in the third quarter, bringing year-to-date repurchases to $685 million.
Life Time Group Holdings reported third-quarter 2026 revenue of $893.5 million, up 14.2% from a year earlier, with net income of $106.5 million and diluted EPS of $0.46. The company raised its full-year 2026 outlook, including total revenue guidance of $3,380 million to $3,390 million and Adjusted EBITDA guidance of $958 million to $962 million.
Q3 2026 revenue $893.5 million, up 14.2%; net income $106.5 million, up 4.0%; diluted EPS $0.46, up 2.2%
Q3 Adjusted EBITDA $256.3 million, up 16.5%; Adjusted diluted EPS $0.51, up 24.4%
2026 Adjusted EBITDA guidance raised to $958 million to $962 million from $940 million to $955 million
Net debt leverage ratio improved to 1.3 times from 1.6 times a year earlier
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.
Norwegian Cruise Line Holdings reported third quarter 2026 total revenue of $2.9 billion and GAAP net income of $491 million, or $1.07 per share, up from $419 million a year earlier. The company raised its full year 2026 guidance to Adjusted EBITDA of approximately $2.55 billion and Adjusted EPS of approximately $1.70, but Net Yield fell 6.5% in the quarter and Net Leverage ended at 5.5x.
Q3 2026 Adjusted EBITDA was $937 million, above guidance of $874 million; Adjusted EPS was $1.12, above guidance of $0.90
Full year 2026 Adjusted EBITDA guidance is approximately $2.55 billion and Adjusted EPS guidance is approximately $1.70
Q3 2026 Net Yield declined 6.5% on an as reported basis; total debt was $15.1 billion as of September 30, 2026
Issued $950 million of 8.750% senior notes due 2031 on October 15, 2026
Quanta Services reported third-quarter 2026 revenue of $12.01 billion and net income attributable to common stock of $694.9 million, alongside record total backlog of $63.7 billion. Driven by strong performance across its operations, the company significantly increased its full-year 2026 financial expectations across all metrics.
Consolidated revenues for the third quarter of 2026 reached $12.01 billion, up from $7.63 billion in the third quarter of 2025.
Third-quarter 2026 diluted earnings per share was $4.55 on a GAAP basis and $6.06 on an adjusted basis.
Total backlog reached a record $63.7 billion, with remaining performance obligations at $41.8 billion as of September 30, 2026.
For the full year 2026, the company now expects revenues between $41.3 billion and $41.6 billion and adjusted diluted EPS between $17.90 and $18.30.
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.
Trane Technologies reported third-quarter 2026 net revenues of $6.8 billion, representing an 18 percent increase year-over-year, alongside GAAP continuing EPS of $4.79 and adjusted continuing EPS of $4.86. Driven by strong demand and a backlog reaching $12.5 billion, the company raised its full-year 2026 reported revenue growth guidance to approximately 13.5 percent while reaffirming its full-year EPS guidance.
Third-quarter reported revenues reached $6.8 billion, up 18 percent compared with $5.7 billion in the third quarter of 2025.
GAAP continuing EPS was $4.79 and adjusted continuing EPS was $4.86, both increasing 25 percent year-over-year.
Total backlog stood at $12.5 billion as of the end of the third quarter of 2026, up 73 percent.
Full-year 2026 reported revenue growth guidance was raised to approximately 13.5 percent.
Textron reported third-quarter 2026 GAAP EPS of $1.56, up from $1.31, and adjusted EPS of $1.76, up from $1.55, on revenue of $3.8 billion, up 4%. The company raised its full-year 2026 adjusted EPS outlook to $6.55 to $6.65 from $6.40 to $6.60, and its manufacturing cash flow outlook to $800 million to $900 million from $700 million to $800 million, citing U.S. Army approval of funding for the MV-75 Cheyenne program.
Q3 2026 adjusted EPS of $1.76 versus $1.55 a year earlier; GAAP EPS of $1.56 versus $1.31
Full-year 2026 GAAP EPS outlook raised to $5.64 to $5.74 from $5.39 to $5.59
Bell revenues fell 9% to $933 million, largely on lower MV-75 volume, while Textron Aviation revenues rose 14% to $1.7 billion
Textron returned $239 million to shareholders through share repurchases in the quarter
Protolabs reported record third-quarter 2026 revenue of $154.3 million, up 14.0% year over year, and GAAP diluted earnings per share of $0.48, up from $0.30. The company raised its full-year 2026 revenue growth guidance to 10% to 11% and expects fourth-quarter revenue of $143.0 million to $151.0 million, which gives shareholders a higher outlook alongside higher quarterly profit.
Q3 2026 revenue was a record $154.3 million, up 14.0% from the third quarter of 2025.
GAAP diluted EPS was $0.48 versus $0.30; non-GAAP diluted EPS was $0.63 versus $0.47.
Full-year 2026 revenue growth guidance raised to 10% to 11% from 8% to 10%.
Q4 2026 guidance: revenue of $143.0 million to $151.0 million; GAAP diluted EPS of $0.28 to $0.36.
WESCO International reported record third quarter 2026 net sales of $7.2 billion, up 17% year over year, and diluted EPS of $5.43 versus $3.79 a year earlier. The company also said it is raising its full-year 2026 outlook and that backlog rose about 80% year over year to a record.
Q3 2026 net sales $7,226.4 million, up 16.6% from $6,199.1 million; data center sales of $1.8 billion, up about 55%
Q3 diluted EPS $5.43 vs $3.79; adjusted diluted EPS $5.77, up 47.2%
Q3 operating cash flow $193.9 million vs negative $82.7 million a year earlier; financial leverage 2.8x vs 3.4x at 2025 year-end
Full-year 2026 outlook raised; webcast scheduled for October 29, 2026 at 10:00 a.m. E.T.
Xcel Energy reported third-quarter 2026 GAAP earnings of $960 million, or $1.52 per share, up from $524 million, or $0.88 per share, in the third quarter of 2025. The company narrowed its full-year 2026 ongoing earnings per share guidance to a range of $4.10 to $4.16 and initiated 2027 ongoing EPS guidance at $4.48 to $4.62.
Third-quarter 2026 diluted GAAP and ongoing earnings per share were $1.52, compared with GAAP earnings of $0.88 and ongoing earnings of $1.24 in Q3 2025.
Xcel Energy narrowed its 2026 ongoing earnings per share guidance to $4.10 to $4.16.
The company initiated its 2027 ongoing earnings per share guidance of $4.48 to $4.62.
Base capital expenditures for 2027 through 2031 are projected to total $70,000 million.
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.
WEX reported third-quarter 2026 results on October 28, 2026, with revenue of $780.1 million, up 12.8%, and both GAAP and adjusted diluted earnings per share higher than a year earlier. The company raised its full-year 2026 revenue and adjusted earnings per share guidance and repurchased about $200 million of shares in the quarter. Operating cash flow was negative $11.2 million in the quarter, compared with $376.6 million provided a year earlier, which shareholders may weigh against the higher earnings.
Q3 2026 revenue of $780.1 million rose 12.8%; GAAP diluted EPS of $3.88 rose 68.7% and adjusted diluted EPS of $6.13 rose 33.6%.
Full-year 2026 adjusted EPS guidance was raised to $21.28 to $21.48 from $19.68 to $20.08; revenue guidance was raised to $2.97 billion to $2.99 billion from $2.86 billion to $2.90 billion.
Net cash used for operating activities was $11.2 million in Q3 2026, compared with $376.6 million provided in Q3 2025.
Share repurchases were about $200 million in Q3 2026, with an additional $75 million through October 26.
Encompass Health reported third-quarter 2026 net operating revenue of $1.6 billion, up 8.9% from a year earlier, and diluted earnings per share from continuing operations of $1.51, up from $1.24. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and adjusted earnings per share, which gives shareholders a higher expected range for the year.
Q3 2026 net operating revenue was $1,609.5 million, up 8.9% from $1,477.5 million; Adjusted EBITDA was $346.6 million, up 15.5%.
Diluted EPS from continuing operations was $1.51 versus $1.24; adjusted EPS was $1.52 versus $1.23.
2026 adjusted EPS guidance rose to $6.23 to $6.37 from $6.02 to $6.25; Adjusted EBITDA guidance rose to $1,395 million to $1,415 million from $1,365 million to $1,395 million.
Management will discuss the results on an earnings call at 10:00 a.m. Eastern Time on Thursday, October 29, 2026.
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.
EPR Properties reported third-quarter 2026 total revenue of $204.1 million, up 12.0% from a year earlier, and net income available to common shareholders of $94.1 million, up 55.5%. The company raised its 2026 FFOAA per diluted share guidance to $5.49 to $5.57 from $5.41 to $5.57, and raised its investment spending guidance to $675.0 million to $725.0 million from $600.0 million to $700.0 million.
Q3 2026 diluted net income per share was $1.22, versus $0.79 in Q3 2025; FFOAA per diluted share was $1.49, up 8.8%.
Nine-month 2026 total revenue was $581.4 million, up 8.6%, and nine-month net income available to common shareholders was $211.8 million, up 11.5%.
Q3 2026 investment spending was $172.4 million, bringing nine-month spending to $664.5 million.
A new $1.6 billion credit agreement took effect on July 17, 2026, and a $600.0 million term loan was fully drawn as of September 30, 2026.
Mid-America Apartment Communities (MAA) reported third-quarter 2026 results, with diluted earnings per share of $0.72 versus $0.84 a year earlier and diluted Core FFO per share of $2.10 versus $2.16. The company lowered its full-year 2026 guidance, with the earnings per share midpoint falling to $3.67 from $4.08 and the Core FFO midpoint to $8.49 from $8.53, citing higher interest rates and new resident pricing improving about a quarter later than expected.
Q3 2026 diluted EPS $0.72 vs. $0.84 in Q3 2025; nine-month diluted EPS $2.82 vs. $3.30
Full-year 2026 diluted EPS guidance updated to $3.61 to $3.73 from $3.96 to $4.20; Core FFO per share updated to $8.43 to $8.55 from $8.41 to $8.65
Same Store NOI declined 1.8% in Q3 2026 and 1.4% for the nine months; Same Store effective blended lease rate growth was 0.4%
October 2026 new resident lease pricing improved from September, the first year-over-year improvement in new resident lease pricing this year, per the company
Equinix reported third-quarter 2026 revenues of $2.571 billion and net income of $489 million, alongside record annualized gross bookings of $533 million. Driven by robust demand for traditional and AI workloads, the company raised its full-year 2026 guidance for the third consecutive quarter, signaling continued momentum for shareholders.
Q3 2026 revenues reached $2.571 billion, representing an 11% increase year over year.
Delivered record annualized gross bookings of $533 million, up 35% year over year.
Raised full-year 2026 revenue guidance to between $10.325 and $10.365 billion.
Reported Q3 net income attributable to common stockholders of $489 million, or $4.93 per diluted share.
Glaukos reported third-quarter 2026 net sales of $211.0 million, up 58% from $133.5 million a year earlier, and GAAP net income of $2.0 million, or $0.03 per diluted share, compared with a net loss of $16.2 million in the prior-year quarter. The company raised its 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million and gave preliminary 2027 net sales guidance of $1 billion.
Q3 2026 net sales were $211.0 million, up 58% year over year; U.S. Glaucoma sales were $118.6 million and Corneal Health sales were $59.0 million.
GAAP net income was $2.0 million, or $0.03 per diluted share; non-GAAP net income was $28.5 million, or $0.47 per diluted share.
2026 net sales guidance was raised to $775 million to $785 million from $680 million to $700 million.
Cash, short-term investments and restricted cash were $339.8 million at September 30, 2026, up $50.5 million from June 30, 2026, with no debt.
Fortinet reported third-quarter 2026 revenue of $2.08 billion and GAAP earnings per share of $0.86, driven by 20% year-over-year revenue growth. The company raised its full-year 2026 revenue guidance and increased its share repurchase authorization by $1.2 billion.
Revenue grew 20% year-over-year to $2.08 billion for the third quarter ended September 30, 2026.
GAAP earnings per share were $0.86, with non-GAAP earnings per share at $0.91.
Share repurchase authorization was increased by $1.2 billion, leaving a remaining authorization of $2 billion.
Full-year 2026 revenue guidance was updated to a range of $8.125 billion to $8.215 billion.
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.
T-Mobile US reported its third-quarter 2026 financial results, highlighting year-over-year increases in service revenues, net income, and diluted earnings per share alongside growth in postpaid accounts. The company also raised the midpoint of several full-year 2026 financial guidance metrics, including Core Adjusted EBITDA and Adjusted Free Cash Flow. For shareholders, these results reflect continued operational momentum and stronger cash flow generation expectations.
Diluted earnings per share grew 34% year-over-year to $3.22 for the third quarter of 2026.
Total service revenues increased 6% year-over-year to $19.4 billion in Q3 2026.
Full-year 2026 Core Adjusted EBITDA guidance was raised to between $37.35 billion and $37.45 billion at the midpoint.
Stockholder returns reached $3.5 billion in Q3 2026 through $2.4 billion in share repurchases and $1.1 billion in cash dividends.
At its October 28, 2026 Investor Day, Oracle set long-term FY30 targets of $225 billion or more in total revenue, a non-GAAP operating margin of 40% or more, and non-GAAP EPS of $21 or more, and reaffirmed its fiscal 2027 outlook. Oracle also committed to limiting additional capital markets funding for its FY27-FY30 investment cycle to $20 billion, which matters to shareholders because it sets expectations for future equity dilution and debt.
FY30 targets: total revenue of $225 billion or more, non-GAAP operating margin of 40%+, and non-GAAP EPS of $21+
Positive free cash flow expected during the second half of FY28; free cash flow target of $30 billion+ for FY29
Additional capital raises through FY30 limited to $20 billion: $10 billion equity and $10 billion gross debt, excluding refinancing and following a $20 billion at-the-market equity raise in Q1 fiscal 2027
Fiscal 2027 outlook reaffirmed: total revenue of at least $90 billion and non-GAAP EPS of $8.10
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
Hayward Holdings reported third-quarter fiscal 2026 results for the period ended September 26, 2026, with net sales up 6% to $260.1 million and net income up 35% to $32.4 million. The company raised its full-year 2026 guidance, now expecting adjusted diluted EPS of $0.86 to $0.88, up from $0.84 to $0.87 previously.
Net sales rose 6% to $260.1 million; North America sales rose 9% to $226.4 million while Europe & Rest of World fell 6% to $33.8 million
Net income rose 35% to $32.4 million; diluted EPS rose 36% to $0.15, and adjusted diluted EPS rose 29% to $0.18
Full-year 2026 guidance raised: net sales now expected to grow about 5% to 6% (prior: about 5%); adjusted diluted EPS now $0.86 to $0.88 (prior: $0.84 to $0.87)
Operating cash flow for the nine months fell $57.5 million year over year, mainly due to timing of collections and inventory purchases
Masco reported third quarter 2026 net sales of $1,966 million, up 3 percent from a year earlier, and adjusted earnings per share of $1.19, up 23 percent. The company raised its 2026 adjusted earnings per share guidance to $4.65 to $4.75 from $4.40 to $4.60, which is favorable for shareholders, though management said it expects the demand environment to remain challenged in the near term.
Net sales rose 3 percent to $1,966 million; excluding the Bristan divestiture and currency, sales rose 4 percent
Reported earnings per share were $1.17, up 30 percent from $0.90; adjusted earnings per share were $1.19, up 23 percent from $0.97
2026 adjusted earnings per share guidance raised to $4.65 to $4.75 from $4.40 to $4.60
Returned $322 million to shareholders through dividends and buybacks; declared a $0.32 per share quarterly dividend payable November 23, 2026
IDEX reported record third-quarter 2026 net sales of $952 million, up 8% from a year earlier, and diluted EPS of $1.95, up 15%. The company raised its full-year 2026 guidance for organic sales growth and adjusted diluted EPS, which gives shareholders a higher outlook for the year.
Q3 net sales of $951.7 million rose 8%; organic sales also rose 8%, with orders up 13% to $991.2 million
Diluted EPS attributable to IDEX was $1.95 versus $1.70; adjusted diluted EPS was $2.33 versus $2.03, up 15%
Full-year adjusted diluted EPS guidance raised to $8.91 to $8.96 from $8.70 to $8.85
Full-year organic sales growth guidance raised to 6.5% to 6.8% from 5% to 6%
Lennox reported third-quarter 2026 revenue of $1.6 billion, up 10%, but adjusted diluted EPS fell 7% to $6.84 and total segment profit fell 2% to $323 million. The company lowered its full-year adjusted EPS guidance to $21.00 to $21.50 from $23.00 to $24.00, and said margins fell short of its expectations due to heightened competitive pressure and persistent inflation.
Q3 revenue was $1.6 billion, up 10%, with Building Climate Solutions revenue up 24%.
Adjusted diluted EPS was $6.84, down 7%; GAAP diluted EPS was $6.41 versus $7.38 a year earlier.
Full-year adjusted EPS guidance was cut to $21.00 to $21.50 from $23.00 to $24.00.
Home Comfort Solutions segment profit was $176 million, down 18%, with segment margin down 490 basis points to 18.7%.
GE Vernova Inc. reported third-quarter 2026 revenue of $12.6 billion and net income of $1.3 billion, driven by strength in its Power and Electrification segments. Based on strong performance and growing infrastructure demand, the company raised its full-year 2026 financial guidance and increased its share repurchase authorization to $20 billion.
OGE Energy reported third quarter 2026 diluted earnings of $1.52 per share, up from $1.14 a year earlier, on net income of $316.2 million versus $231.3 million. The company now expects 2026 consolidated earnings of $2.62 to $2.68 per diluted share, above its original guidance range, citing warmer than normal weather.
Q3 2026 diluted EPS was $1.52 versus $1.14 in Q3 2025; net income was $316.2 million versus $231.3 million.
Operating revenues rose to $1,182.8 million from $1,045.0 million, with OG&E's results driven by significantly warmer weather.
2026 guidance now calls for consolidated earnings of $2.62 to $2.68 per diluted share, assuming normal weather for the rest of the year.
O-I Glass reported third-quarter 2026 net sales of $1.6 billion, down 2 percent, and a net loss of $13 million, or $0.08 per share, compared with net earnings of $30 million, or $0.19 per share, a year earlier. The company lowered its 2026 adjusted EBITDA outlook to $925 million to $950 million from $1.0 billion to $1.1 billion, citing energy and freight inflation, soft demand and a slower European recovery, and said it is starting a process on the proposed permanent closure of a European plant.
Q3 2026 net sales were $1.623 billion versus $1.653 billion; net loss attributable to the company was $13 million versus net income of $30 million in Q3 2025.
Adjusted EBITDA was $234 million versus $329 million; Europe segment operating profit fell to $2 million from $95 million.
2026 adjusted EBITDA guidance is $925 million to $950 million, down from $1.0 billion to $1.1 billion; free cash flow use is expected to be about $300 million.
The company expects $100 million to $120 million in charges in Q4 2026 related to the proposed closure of a European production facility.
American Assets Trust reported third-quarter 2026 results on October 27, 2026, with FFO of $0.56 per diluted share, up from $0.49 a year earlier, and net income to common stockholders of $0.13 per share, up from $0.07. The company raised its 2026 FFO per diluted share guidance to a range of $2.04 to $2.10, a $0.04 increase at the midpoint. Nine-month net income fell to $18.0 million from $52.5 million, mainly because of a 2025 gain on a property sale.
Q3 2026 FFO was $0.56 per diluted share, compared with $0.49 in Q3 2025.
Q3 2026 total revenue was $114.3 million, compared with $109.6 million in Q3 2025.
2026 FFO per diluted share guidance rose to $2.04 to $2.10 from $1.96 to $2.10, with a midpoint of $2.07.
Nine-month net income attributable to common stockholders was $18.0 million, compared with $52.5 million, mainly due to the 2025 gain on the Del Monte Center sale.
W. P. Carey reported third-quarter 2026 results on October 27, 2026, with revenues up 8.6% to $468.3 million and AFFO per diluted share up 6.4% to $1.33. The company raised and narrowed its full-year 2026 AFFO per diluted share guidance to $5.23-$5.29 from $5.19-$5.27, which points to higher cash earnings per share for shareholders. GAAP diluted earnings per share fell to $0.61 from $0.64, partly reflecting a $35.8 million unrealized loss on the company's Lineage shares.
Revenues including reimbursable costs were $468.3 million, up 8.6% from $431.3 million in the third quarter of 2025.
AFFO per diluted share was $1.33, up 6.4% from $1.25; GAAP diluted EPS was $0.61 versus $0.64, and net income attributable to W. P. Carey was $141.0 million, unchanged year over year.
2026 AFFO per diluted share guidance was raised to $5.23-$5.29 from $5.19-$5.27, and investment volume guidance was narrowed to $1.8-$2.1 billion.
The quarterly cash dividend was increased to $0.950 per share, an annualized $3.80, up 4.4% from the third quarter of 2025.
Ensign Group reported third-quarter 2026 GAAP diluted earnings per share of $1.76, up 23.9% from the prior year, and adjusted earnings per share of $2.03. The company raised its 2026 annual earnings guidance to $7.94 to $8.02 per diluted share, up from $7.75 to $7.85, and raised the low end of its revenue guidance to $5.89 billion. Higher guidance signals management expects stronger full-year profit than it previously forecast.
Q3 2026 GAAP net income was $104.3 million, up 24.4% year over year, on consolidated revenue of $1.48 billion, up 14.5%.
Adjusted earnings per share was $2.03 for the quarter, up 23.8% from $1.64 a year earlier.
2026 earnings guidance raised to $7.94 to $8.02 per diluted share from $7.75 to $7.85; revenue guidance upper end held at $5.92 billion.
Cash on hand was approximately $337.6 million at September 30, 2026, and the company paid a quarterly dividend of $0.065 per share.
InvenTrust Properties reported third-quarter 2026 net income of $19.4 million, or $0.25 per diluted share, up from $6.0 million, or $0.08, a year earlier. Core FFO rose to $0.50 per share from $0.47, and the company raised the low end of its 2026 Core FFO and Nareit FFO guidance, which matters to shareholders because it signals higher expected per-share earnings for the year.
Q3 2026 net income was $19.4 million, or $0.25 per diluted share, versus $6.0 million, or $0.08, in Q3 2025; the quarter included a $17.4 million gain on sale of investment properties.
Q3 2026 Core FFO was $0.50 per diluted share, versus $0.47 a year earlier; Nareit FFO was $0.53, versus $0.49.
Same Property NOI rose 3.1% in Q3 2026; leased occupancy was 96.4% as of September 30, 2026.
2026 guidance: Core FFO of $1.94 to $1.96 per share (previously $1.92 to $1.96); Nareit FFO of $2.05 to $2.07 (previously $2.01 to $2.07).
ExlService reported third-quarter 2026 revenue of $634.0 million, up 19.7% from a year earlier, and GAAP diluted EPS of $0.45, up 25.3%. The company raised its full-year 2026 revenue and adjusted EPS guidance, which signals stronger expected results for shareholders.
Q3 2026 revenue of $634.0 million, up 19.7% year-over-year and 6.6% sequentially
Q3 GAAP diluted EPS of $0.45 vs. $0.36 a year earlier; adjusted diluted EPS of $0.62 vs. $0.48
Full-year 2026 revenue guidance raised to $2.430 billion to $2.440 billion from $2.390 billion to $2.415 billion
Full-year adjusted diluted EPS guidance raised to $2.34 to $2.36 from $2.25 to $2.29
CTS Corporation furnished an October 2026 investor presentation under Regulation FD. It shows third-quarter 2026 net sales of $149.6 million, up from $143.0 million a year earlier, and GAAP diluted EPS of $0.61 versus $0.46. The deck also gives updated fiscal 2026 guidance of $580 million to $590 million in revenue and $2.78 to $2.88 in adjusted diluted EPS, with the Millar acquisition included.
Q3 2026 net sales were $149.6 million, compared with $143.0 million in Q3 2025.
Q3 2026 net earnings were $17.8 million, or $0.61 per diluted share, compared with $13.7 million, or $0.46, a year earlier; adjusted diluted EPS was $0.77 versus $0.60.
Updated FY 2026 guidance: revenue of $580 million to $590 million and adjusted diluted EPS of $2.78 to $2.88, including the expected impact of the Millar acquisition.
Q3 2026 results include a $12.5 million pretax insurance recovery, which the company excludes from adjusted figures.
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.
CTS reported third-quarter 2026 sales of $149.6 million, up 5% from a year earlier, and diluted EPS of $0.61 versus $0.46. It raised its 2026 guidance, lifting the sales range to $580-$590 million from $565-$585 million and the adjusted diluted EPS range to $2.78-$2.88 from $2.55-$2.70. Reported third-quarter results include a $12.5 million insurance recovery that the company excludes from its adjusted figures.
Q3 2026 sales were $149.6 million, up 5%; diluted EPS was $0.61 versus $0.46, and adjusted diluted EPS was $0.77 versus $0.60.
2026 sales guidance raised to $580-$590 million from $565-$585 million.
2026 adjusted diluted EPS guidance raised to $2.78-$2.88 from $2.55-$2.70.
Q3 2026 results include a $12.5 million insurance recovery, which the company excludes from adjusted EBITDA and adjusted EPS.
IQVIA reported third-quarter 2026 revenue of $4,428 million, up 8.0%, and Adjusted Diluted EPS of $3.34, up 11.3% year-over-year. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, which is the key development for shareholders. The filing also discloses a backlog adjustment of approximately $2.1 billion tied to a review of inactive trials, which the company says does not affect 2026 guidance.
Q3 revenue $4,428 million, up 8.0% reported and 8.6% at constant currency; GAAP diluted EPS $2.10 versus $1.93 a year earlier
Full-year 2026 revenue guidance raised to $17,350 million to $17,500 million; Adjusted EBITDA to $4,025 million to $4,055 million
Full-year 2026 Adjusted Diluted EPS guidance raised to $12.90 to $13.00
Backlog adjusted by approximately $2.1 billion after review of inactive trials; R&DS contracted backlog stood at $32.6 billion as of September 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
Royal Caribbean Group reported third-quarter 2026 financial results with revenue of $5.6 billion and adjusted earnings per share of $6.57, driven by strong close-in demand and lower costs due to timing. The company raised its full-year 2026 adjusted EPS guidance to a range of $17.85 to $17.95. Additionally, the company announced a partnership to acquire a 50% interest in Sandals and Beaches Resorts, expected to close in early 2027.
Third-quarter 2026 total revenue reached $5.6 billion with net income of $1.7 billion, or $6.45 per share.
Full-year 2026 adjusted EPS guidance was raised to between $17.85 and $17.95.
Liquidity stood at $7.4 billion as of September 30, 2026, following the issuance of $1.25 billion of 5.550% senior unsecured notes due 2034.
Travel + Leisure Co. reported third-quarter 2026 net revenue of $1.10 billion, up 5% from a year earlier, and diluted earnings per share of $1.73, up from $1.67. The company raised the midpoint of its full-year 2026 Adjusted EBITDA guidance to a range of $1.070 billion to $1.085 billion. Travel and Membership revenue fell 11%, and GAAP net income declined 3% to $108 million.
Q3 net revenue $1.10 billion vs. $1.04 billion a year earlier; net income $108 million vs. $111 million
Diluted EPS $1.73 vs. $1.67; Adjusted diluted EPS $2.21, up 23%
Full-year 2026 Adjusted EBITDA guidance now $1.070 billion to $1.085 billion
Travel and Membership revenue down 11% to $150 million on lower transaction revenue
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