Each material 8-K filed by a company listed on a US stock exchange (NYSE, Nasdaq, Cboe), read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (3616 companies, A–Z).
Delcath Systems reported third-quarter 2026 revenue of $35.1 million, up from $20.6 million a year earlier, and net income of $7.0 million, compared with $0.8 million. The company raised its full-year 2026 revenue guidance to $115 million to $117 million, which signals continued growth in HEPZATO KIT sales for shareholders.
Q3 2026 net income of $7.0 million, or $0.17 diluted per share, versus $0.8 million, or $0.02 per share, in Q3 2025
Q3 2026 HEPZATO KIT revenue of $32.7 million, up from $19.3 million; non-GAAP adjusted EBITDA of $11.5 million, up from $5.3 million
2026 guidance raised to $115 million to $117 million in total revenue, with gross margins of 87% to 89% and positive adjusted EBITDA
Cash and investments of $104.3 million as of September 30, 2026, with no debt
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.
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
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.
Iovance furnished an updated corporate presentation on November 5, 2026, for use at healthcare conferences and with analysts and stockholders. The presentation gives full-year 2026 revenue guidance of $410 million to $420 million, and its footnote states the midpoint is $55 million, or about 15%, above the previous range of $350 million to $370 million.
Full-year 2026 revenue guidance is $410 million to $420 million, up from a previous range of $350 million to $370 million.
The presentation cites about 80% year-over-year and about 22% quarter-over-quarter revenue growth in third-quarter 2026.
Cash, cash equivalents, short-term investments and restricted cash were about $382 million as of September 30, 2026, with runway stated as well into 2029.
Margin from cost of sales, excluding depreciation and amortization, was about 60% in third-quarter 2026 and 54% year to date.
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
Kingstone reported third-quarter 2026 net income of $17.6 million, or $1.19 per diluted share, compared with $10.9 million, or $0.74 per diluted share, a year earlier. The company raised and narrowed its 2026 diluted EPS guidance to $2.70 to $2.90 from $2.20 to $2.90, which matters to shareholders because it points to higher expected full-year earnings, though catastrophe losses and bond market losses affected the quarter.
Q3 2026 net income of $17.6 million, up 61.7%; diluted EPS of $1.19 versus $0.74 in Q3 2025.
Net premiums earned rose 30.2% to $62.4 million; direct premiums written rose 14.5% to $86.8 million.
2026 diluted EPS guidance raised to $2.70 to $2.90 from $2.20 to $2.90; net combined ratio outlook set at 79% to 83% from 81% to 86%.
Q3 catastrophe loss ratio was 7.5% versus 0.2% a year earlier; other comprehensive loss was $9.7 million after tax in the quarter.
IBEX reported record first-quarter fiscal 2027 results for the quarter ended September 30, 2026, with revenue up 15.9% to $175.2 million and diluted EPS up 19.6% to $0.99. The company raised its full-year fiscal 2027 revenue and adjusted EBITDA guidance, which signals management expects stronger results for the year.
Revenue $175.2 million, up 15.9% from $151.2 million; net income $14.8 million versus $12.0 million
Diluted EPS $0.99 versus $0.82; adjusted diluted EPS $1.10 versus $0.90
Revenue guidance raised to $720 million to $735 million from $700 million to $715 million
Adjusted EBITDA guidance raised to $96 million to $99 million from $90 million to $94 million
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.
Shoulder Innovations reported third quarter 2026 net revenue of $16.2 million, up 38% from $11.8 million a year earlier, and a net loss of $7.0 million, narrowed from $8.7 million. The company raised its full-year 2026 net revenue guidance to $68 million to $70 million from $67 million to $69 million, so shareholders see both faster sales growth and a higher outlook, while operating expenses rose.
Q3 2026 net revenue $16.2 million, up 38% from $11.8 million in Q3 2025
Gross margin 78.5% vs. 76.2% a year earlier; operating loss unchanged at $7.6 million
Full-year 2026 net revenue guidance raised to $68 million to $70 million from $67 million to $69 million
Cash, cash equivalents and marketable securities totaled $92.3 million as of September 30, 2026
PAR Technology reported third-quarter 2026 revenue of $137.1 million, up 15% from a year earlier, and a smaller net loss of $9.0 million compared with $18.2 million in the prior-year quarter. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, which gives shareholders updated expectations for the year.
Q3 2026 net loss was $9.0 million, or $0.22 per share, compared with a net loss of $18.2 million, or $0.45 per share, in Q3 2025.
Q3 2026 adjusted EBITDA was $17.1 million, compared with $5.8 million in Q3 2025.
Full-year 2026 revenue outlook is $532.5 million to $536.5 million, up from $516.0 million to $523.0 million.
Full-year 2026 adjusted EBITDA outlook is $57.9 million to $59.4 million, up from $50.0 million to $53.0 million.
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.
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.
Ironwood Pharmaceuticals reported third quarter 2026 total revenue of $133.0 million and GAAP net income of $59.8 million, up from $122.1 million and $40.1 million a year earlier. The company raised full-year 2026 guidance for LINZESS U.S. net sales, total revenue and adjusted EBITDA for the second consecutive quarter, and announced that Chief Commercial Officer Tammi Gaskins will become CEO on January 1, 2027.
Q3 2026 LINZESS U.S. net sales were $324.9 million, up 3.2% from $314.9 million a year earlier, with demand up 4.9%.
Updated 2026 guidance: LINZESS U.S. net sales $1.20 - $1.25 billion, total revenue $485 - $510 million, adjusted EBITDA greater than $350 million.
Quarter-end cash and cash equivalents were $86.4 million, and the revolving credit facility balance was reduced by $60.0 million to $325.0 million.
Tammi Gaskins will succeed Tom McCourt as CEO effective January 1, 2027; McCourt will remain on the Board.
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%
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.
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.
Ecovyst reported third quarter 2026 sales of $308.6 million, up 51% from a year earlier, and net income from continuing operations of $18.4 million, versus $0.2 million in the same quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $208 million-$212 million from $195 million-$207 million, and it plans to repurchase up to $20 million of stock in the second half of 2026.
Q3 2026 sales were $308.6 million, up $103.7 million or 51% from $204.9 million; Q3 Adjusted EBITDA was $61.2 million, up 6% from $57.5 million.
Q3 net income was $18.4 million, or $0.17 per diluted share, from continuing operations, compared with $0.2 million a year earlier.
2026 Adjusted EBITDA guidance was raised to approximately $208 million-$212 million; sales guidance was raised to $1,050 million-$1,070 million.
Ecovyst repurchased $2.7 million of common stock in Q3 2026 and intends to repurchase up to $20 million in the second half of 2026; $143.8 million remained under the program as of September 30, 2026.
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.
8x8, Inc. reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with total revenue up 4% to $192.0 million and GAAP net income of $3.4 million, compared with $0.8 million a year earlier. The company raised its full-year fiscal 2027 outlook for revenue, profitability and operating cash flow, citing second-quarter outperformance, while GAAP gross margin fell to 60% from 65%.
Q2 total revenue $192.0 million, up 4% from $184.1 million; service revenue $187.8 million, up 5%
GAAP net income $3.4 million vs. $0.8 million a year earlier; GAAP gross margin 60% vs. 65%
Fiscal 2027 total revenue outlook $750 million to $770 million; non-GAAP diluted EPS $0.36 to $0.40
Term loan principal reduced to $95.0 million after a $12.5 million repayment in early October 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.
Sight Sciences reported third-quarter 2026 revenue of $24.9 million, up 25% from a year earlier, and raised its full-year 2026 revenue guidance to $92 million to $93 million from $88 million to $92 million. Its net loss narrowed to $6.8 million from $8.2 million, and cash used in operations fell 74%, though its adjusted operating expense guidance was maintained. The guidance increase and narrower loss point to improving results for shareholders.
Q3 2026 revenue of $24.9 million, up 25% from $19.9 million in Q3 2025; Interventional Dry Eye revenue reached $3.9 million versus $0.2 million a year earlier
Full-year 2026 revenue guidance raised to $92 million to $93 million; Interventional Dry Eye guidance raised to approximately $12 million from $9 million to $11 million
Net loss of $6.8 million, or $0.12 per share, compared with $8.2 million, or $0.16 per share, in Q3 2025
Cash and cash equivalents of $77.4 million as of September 30, 2026; full-year adjusted operating expense guidance held at $92 million to $94 million
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
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.
Park-Ohio reported record third-quarter 2026 net sales of $458.5 million, up from $398.6 million a year earlier, with GAAP diluted EPS of $0.97 versus $0.39 and adjusted EPS of $1.04 versus $0.65. The company raised its full-year 2026 net sales outlook to $1.750 billion to $1.770 billion and its adjusted EPS outlook to $3.35 to $3.50 per diluted share, and said its strategic review of the Southwest Steel Processing business is ongoing.
Q3 2026 net sales of $458.5 million, up 15% year-over-year; gross margin of 17.9%, up 120 basis points
Q3 2026 GAAP diluted EPS of $0.97 versus $0.39; adjusted EPS of $1.04 versus $0.65
FY 2026 net sales outlook raised to $1.750 billion to $1.770 billion from $1.700 billion to $1.730 billion; adjusted EPS outlook raised to $3.35 to $3.50 from $3.10 to $3.30
Strategic review of Southwest Steel Processing, announced May 6, 2026, is ongoing; the outlook includes an expected loss of approximately $0.46 per diluted share from that business
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.
BioCryst reported third quarter 2026 total revenue of $180.3 million, up 13% from a year earlier, and GAAP net income of $37.9 million, compared with $12.9 million in the same quarter of 2025. The company raised its full year 2026 total revenue outlook to $715 million to $730 million and lowered its non-GAAP operating expense outlook to $415 million to $425 million, while keeping its ORLADEYO revenue outlook at $625 million to $645 million. The filing says part of the revenue growth reflects an initial inventory build by its new specialty pharmacy, CareMed.
Q3 2026 total revenue was $180.3 million, up from $159.4 million in Q3 2025; GAAP net income was $37.9 million, or $0.14 per diluted share, versus $12.9 million.
Full year 2026 total revenue guidance was raised to $715 million to $730 million from $690 million to $715 million, driven mainly by navenibart rights licensing and higher RAPIVAB orders.
ORLADEYO revenue guidance was unchanged at $625 million to $645 million; non-GAAP operating expense guidance was lowered to $415 million to $425 million from $420 million to $440 million.
The Birmingham site closure is expected to cost about $10 million in cash and produce annualized savings of $30 million to $35 million once fully realized.
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.
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
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
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.
Transcat reported fiscal second quarter 2027 results for the period ended September 26, 2026, with total revenue up 18.0% to $97.1 million and net income of $2.4 million, compared with $1.3 million a year earlier. The company raised its full-year fiscal 2027 Service organic revenue growth outlook to low double digits from high single digits, but long-term debt rose to $116.9 million from $99.9 million since March 28, 2026.
Total revenue rose 18.0% to $97.1 million from $82.3 million in the year-earlier quarter.
Diluted earnings per share were $0.25, versus $0.14 a year earlier; net income was $2.4 million versus $1.3 million.
Full-year fiscal 2027 Service organic revenue growth outlook raised to low double digits, from high single digits.
Long-term debt was $116.9 million on September 26, 2026, up from $99.9 million on March 28, 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
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
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
Tempus AI reported third-quarter 2026 revenue of $411.5 million, up 23% from a year earlier, and a net loss of $14.9 million, down from $80.0 million in the same period of 2025. The company raised its full-year 2026 revenue guidance to $1.60 billion to $1.605 billion and kept its Adjusted EBITDA forecast at about $65 million, which matters to shareholders because the revenue outlook rose while profit-related guidance was unchanged.
Q3 2026 total revenue was $411.5 million, up 23%, with Data and Applications revenue up 33% to $108.1 million.
Net loss narrowed to $14.9 million from $80.0 million; Adjusted EBITDA was $25.6 million versus $1.5 million a year earlier.
Full-year 2026 revenue guidance was raised to $1.60 billion to $1.605 billion, about 25% annual growth; Adjusted EBITDA guidance of about $65 million was maintained.
Personalis acquisition shareholder meeting is planned for November 30, 2026, after regulatory review was cleared.
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.
Forum Energy Technologies reported third quarter 2026 revenue of $237 million and adjusted EBITDA of $36 million, and raised its full-year 2026 guidance. GAAP diluted EPS was $0.93, down from $1.05 in the prior quarter, while adjusted diluted EPS was $1.51, up from $1.16.
Q3 2026 revenue of $237 million, up 5% sequentially; orders of $244 million and book-to-bill ratio of 103%
Net income of $11 million and diluted EPS of $0.93, versus a net loss of $21 million in Q3 2025; adjusted diluted EPS of $1.51
Full-year 2026 guidance raised to revenue of $900 million to $920 million and adjusted EBITDA of $123 million to $129 million
Q4 2026 guidance: revenue of $230 million to $250 million and adjusted EBITDA of $33 million to $39 million
Civeo reported third quarter 2026 revenue of $193.1 million, up 13% from a year earlier, and net income of $5.2 million, or $0.50 per diluted share, compared with a net loss of $0.5 million in the same quarter of 2025. The company raised its full year 2026 revenue guidance to $710 million to $720 million and its Adjusted EBITDA guidance to $89 million to $92 million, citing higher Canadian oil sands occupancy.
Q3 2026 revenue $193.1 million, up 13% year over year; Canadian revenue up 38%
Q3 2026 net income $5.2 million ($0.50 per diluted share) versus a net loss of $0.5 million a year earlier
Full year 2026 revenue guidance raised to $710 million to $720 million from $675 million to $700 million; Adjusted EBITDA guidance raised to $89 million to $92 million from $85 million to $90 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.
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
CareDx reported third-quarter 2026 revenue of $139 million, up 39% from a year earlier, and GAAP net income of $19 million, compared with $2 million in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $520 million to $530 million and its adjusted EBITDA guidance to $90 million to $100 million, which points to higher expected results for shareholders.
Q3 2026 revenue was $139 million, up 39% year-over-year; Testing Services revenue was $119 million, up 65%.
GAAP diluted net income per share was $0.35, compared with $0.03 in the third quarter of 2025; net income included an $8.6 million income tax benefit.
2026 revenue guidance raised to $520 million to $530 million, from $490 million to $500 million previously.
2026 adjusted EBITDA guidance raised to $90 million to $100 million, from $66 million to $78 million previously.
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.
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
Republic Airways reported third-quarter 2026 revenue of $553.5 million, up 34.3% from a year earlier, and net income of $34.6 million, or $0.75 per diluted share, versus $6.7 million, or $0.17, in the prior-year quarter. The company raised its full-year 2026 adjusted EBITDAR guidance to $410 million to $420 million from $395 million to $405 million, and it now expects adjusted diluted EPS above $3.30. Shareholders should note that the results include Mesa, which was merged in on November 25, 2025, so the year-over-year comparison is not like for like.
Q3 2026 revenue was $553.5 million, up $141.5 million, or 34.3%, mainly due to a 26.2% increase in block hour production after the Merger.
Q3 2026 net income was $34.6 million, or $0.75 per diluted share, compared with $6.7 million, or $0.17, in Q3 2025.
Full-year 2026 adjusted EBITDAR guidance was raised to $410 million to $420 million from $395 million to $405 million; revenue guidance of about $2.1 billion was unchanged.
Adjusted diluted EPS guidance of greater than $3.30 was provided, after none had been given on July 30, 2026.
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.
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.
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
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.
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.
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.
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.
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.
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.
The E.W. Scripps Company raised its full-year 2026 midterm Local Media political advertising revenue expectation to about $275 million, up from the $225-$250 million range it gave in August. It also completed 431 workforce reductions, bringing its 2026 total to about 850 employees, nearly 20% of its headcount at the start of the year. The filing gives no full third-quarter earnings; those are due after the market closes on Nov. 5.
Full-year 2026 political revenue expectation raised to about $275 million, versus the August guidance of $225-$250 million.
Third-quarter Local Media political revenue was nearly $81 million; the company had $83 million in cash at quarter end.
431 workforce reductions completed on Tuesday, bringing 2026 total to about 850 employees, nearly 20% of the start-of-year count.
Company plans to pay down at least $150 million of debt in the fourth quarter; full Q3 results due Thursday, Nov. 5.
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%
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.
Constellium reported third quarter 2026 revenue of $2.6 billion, up 22% from a year earlier, and net income of $119 million, compared with $88 million in Q3 2025. The company raised its 2026 Adjusted EBITDA guidance to $1.03 billion to $1.06 billion, excluding the non-cash metal price lag, and now expects Free Cash Flow above $300 million, which is a positive signal for shareholders.
Q3 2026 revenue of $2.6 billion, up 22%; shipments of 368 thousand metric tons, down 1%
Q3 2026 net income of $119 million vs. $88 million; Adjusted EBITDA of $276 million vs. $235 million
2026 Adjusted EBITDA guidance raised to $1.03 billion to $1.06 billion, excluding metal price lag; Free Cash Flow expected above $300 million
Leverage of 1.6x at September 30, 2026; on October 22, 2026 the Pan-U.S. ABL commitments rose from $550 million to $700 million
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.
Nabors reported third quarter 2026 operating revenues of $872 million, up 7% from the second quarter, and adjusted EBITDA of $246 million, up nearly 11% sequentially. The company still posted a net loss attributable to shareholders of $11 million, or $1.24 per share, and raised its full-year adjusted free cash flow outlook to $100 million to $110 million, which it called materially higher than prior guidance.
Q3 2026 operating revenues $872 million, up from $814.8 million in Q2 2026 and $818.2 million in Q3 2025
Net loss attributable to Nabors shareholders $11 million ($1.24 per diluted share), versus net income of $274.2 million in Q3 2025, which included a Quail Tools gain
Adjusted free cash flow $75 million in Q3 2026; full-year 2026 outlook raised to $100 million to $110 million
Full-year 2026 adjusted EBITDA expected at about $930 million, the upper end of prior guidance; Q4 2026 adjusted free cash flow expected at $60 million to $70 million
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).
OrthoPediatrics reported third-quarter 2026 revenue of $72.7 million, up 19% from a year earlier, and a net loss of $5.9 million, narrower than the $11.8 million loss in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Third-quarter revenue was $72.7 million, up 19% from $61.2 million in the third quarter of 2025.
Net loss narrowed to $5.9 million, or $0.25 per share, from $11.8 million, or $0.50 per share, a year earlier.
2026 revenue guidance raised to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Free cash flow was $1.6 million in the quarter, compared with usage of $3.4 million a year earlier.
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.
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
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.
Herc Holdings reported third-quarter 2026 revenue of $1,364 million, up 5%, and net income of $104 million, or $3.10 per diluted share, versus $30 million, or $0.90, a year earlier. The company raised its full-year 2026 guidance for equipment rental revenue, adjusted EBITDA and capital expenditures for the second time this year, citing growth in its large-project pipeline.
Q3 adjusted EBITDA rose 9% to $603 million, and adjusted EBITDA margin was 44.2% versus 42.3%.
Adjusted earnings per diluted share were $3.91 versus $2.22 in the prior-year quarter.
Updated 2026 adjusted EBITDA guidance is $2.10 billion to $2.15 billion, up from $2.05 billion to $2.125 billion.
Updated 2026 equipment rental revenue guidance is $4.475 billion to $4.550 billion, up from $4.375 billion to $4.475 billion.
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
CenterPoint Energy reported third quarter 2026 GAAP net income of $331 million, or $0.50 per diluted share, up from $0.45 a year earlier, and non-GAAP EPS of $0.53 versus $0.50. The company raised its 2026 non-GAAP EPS guidance to $1.90-$1.92, initiated 2027 non-GAAP EPS guidance of $2.07-$2.09, and increased its 10-year capital plan by $4.0 billion to $70.7 billion, which matters to shareholders because it raises expected earnings and signals heavier investment.
Q3 2026 GAAP EPS was $0.50 versus $0.45 in Q3 2025; non-GAAP EPS was $0.53 versus $0.50
2026 non-GAAP EPS guidance raised to $1.90-$1.92; 2027 guidance initiated at $2.07-$2.09
10-year capital plan increased by $4.0 billion from $66.7 billion to $70.7 billion, with $1.5 billion accelerated into 2026-2030
Higher financing expenses from new debt and equity dilution partly offset growth and rate recovery gains
United Parcel Service announced its third-quarter 2026 financial results, reporting consolidated revenue of $22.9 billion and diluted earnings per share of $1.37. Driven by strengthening business fundamentals and network efficiency, the company raised its full-year 2026 financial guidance and non-GAAP adjusted free cash flow target. Shareholders benefit from updated expectations for higher revenue and profitability through the end of the year.
Consolidated revenue for 3Q 2026 increased 6.7% to $22.9 billion.
Reported diluted EPS was $1.37 and non-GAAP adjusted diluted EPS was $1.69 for 3Q 2026.
Full-year 2026 consolidated revenue outlook was raised to approximately $92.6 billion.
Non-GAAP adjusted free cash flow target for full-year 2026 was raised to approximately $6.1 billion.
Centene reported third quarter 2026 results on October 27, 2026, with a GAAP diluted loss of $(0.14) per share and adjusted diluted EPS of $0.58, compared with $0.50 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance by $0.40 to greater than $5.20 and its GAAP diluted EPS guidance to greater than $3.46. For shareholders, the higher guidance and improved quarterly profit compared with 2025 point to a faster earnings recovery than the company had previously expected.
Q3 2026 GAAP diluted loss per share was $(0.14), compared with a $(13.50) loss in Q3 2025, which included a $6.7 billion goodwill impairment.
Q3 2026 adjusted diluted EPS was $0.58, up from $0.50 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance rose to greater than $5.20; GAAP diluted EPS guidance is greater than $3.46.
Total debt was reduced by $1.1 billion since June 30, 2026, including full redemption of the 2027 Senior Notes in October 2026.
Polaris reported third quarter 2026 sales of $2,043 million, up 11% from a year earlier, and diluted EPS of $0.66 versus a loss of $0.28 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, and raised adjusted sales guidance to $7.55 billion to $7.60 billion from $7.30 billion to $7.50 billion. Shareholders benefit from stronger sales and profit, though about $1.09 of the adjusted EPS guidance comes from tariff refunds recorded in the second and third quarters.
Q3 2026 sales were $2,043 million, up 11%; North America sales rose 14% to $1,815 million.
Q3 diluted EPS was $0.66 (net income attributable to Polaris of $38.4 million), compared with a $0.28 loss per share a year earlier; adjusted diluted EPS was $1.08 versus $0.41.
Q3 results include $10 million of tariff refunds, which added $0.13 to adjusted EPS.
Full-year 2026 adjusted EPS guidance is $3.50 to $3.60, up from $3.00 to $3.10; the company said about $1.09 of this is attributed to tariff refunds.
Phillips Edison & Company reported third quarter 2026 net income attributable to stockholders of $62.7 million, or $0.49 per diluted share, up from $24.7 million, or $0.20, a year earlier. Core FFO rose 11.3% to $100.7 million, or $0.71 per diluted share, and the company raised the low end of its full-year 2026 Core FFO guidance to $2.75 to $2.79 per diluted share.
Q3 2026 Core FFO of $0.71 per diluted share, up 9.2% year over year on a per-share basis; Nareit FFO of $0.69 per diluted share
Full-year 2026 net income per diluted share guidance raised to $1.21 to $1.24, from $0.95 to $0.97
Full-year 2026 Core FFO guidance is $2.75 to $2.79 per diluted share, up from $2.73 to $2.79; same-center NOI growth guidance is 3.50% to 4.00%
Subsequent to quarter end, the company closed a new $350 million unsecured term loan maturing October 23, 2029
AZZ furnished an investor presentation under Regulation FD that repeats its revised fiscal 2027 guidance, dated October 13, 2026. The company raised all three guidance measures: sales, adjusted EBITDA and adjusted diluted EPS. For shareholders, the higher ranges signal a stronger outlook for the year, although the guidance excludes M&A activity and income from the AVAIL joint venture.
Sales guidance raised to $1.825–$1.875 billion from $1.80–$1.85 billion.
Adjusted EBITDA guidance raised to $380–$420 million from $375–$415 million.
Adjusted diluted EPS guidance raised to $7.00–$7.30 from $6.75–$7.15; the filing says the $7.15 midpoint implies about 15% growth on fiscal 2026's $6.19.
Guidance excludes all M&A activity and AVAIL JV income.
AppFolio reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $296 million, up 19% year over year, and net income of $46 million, or $1.29 per diluted share, compared with $34 million, or $0.93, a year earlier. The company raised its full-year 2026 revenue range to $1.122 billion to $1.127 billion, which gives shareholders a higher revenue outlook while profit measures improved.
Q3 2026 revenue was $296 million, up 19% year over year from $249 million.
GAAP operating income rose 64% to $57 million; non-GAAP operating income rose 38% to $81 million.
Full-year 2026 revenue range raised to $1.122 billion to $1.127 billion; non-GAAP operating margin range is 26.5% to 27.5%.
Management and the company's CEO, Shane Trigg, said the results reflect new and existing customers adopting its platform.
SL Green reported third-quarter 2026 net income attributable to common stockholders of $72.2 million, or $1.01 per diluted share, up from $24.9 million, or $0.34, a year earlier, and FFO of $1.59 per share versus $1.58. The company raised its 2026 FFO guidance to $6.50-$6.70 per share from $5.60-$5.90 and its net income guidance to $0.40-$0.60 per share from $0.20-$0.50, but the nine-month net loss to common stockholders was $38.7 million, or $0.56 per share.
Q3 2026 net income to common stockholders was $72.2 million, or $1.01 per diluted share, versus $24.9 million, or $0.34, in Q3 2025.
Q3 2026 FFO was $1.59 per share, compared with $1.58 per share in Q3 2025.
2026 FFO guidance raised to $6.50-$6.70 per share from $5.60-$5.90; net income guidance raised to $0.40-$0.60 per share from $0.20-$0.50.
The FFO guidance raise reflects $1.10 per share of incremental income from the sale of a 20% joint venture interest in an entity related to food and beverage hospitality, offset by $0.25 per share from the higher interest rate environment.
Cosmos Health said in an October 19 release and an October 20 CEO letter that it expects fourth-quarter 2026 U.S. revenue of about $15 million and gross profit of about $10.5 million, and it reaffirmed full-year 2026 revenue above $90 million. Preliminary nine-month revenue was about $54.3 million, up 19%, but the fourth-quarter and full-year figures are company expectations, and the nine-month figures are preliminary and unaudited.
Preliminary nine-month 2026 revenue of about $54.3 million, up 19% year over year
Expected fourth-quarter 2026 U.S. revenue of about $15 million, with gross profit of about $10.5 million at a roughly 70% gross margin
Full-year 2026 revenue expected to surpass $90 million, implying fourth-quarter revenue of about $35.7 million or more, up about 81%
Active U.S. subscriptions reached 8,940 as of October 19, 2026, up 42% from 6,287 on October 14; more than 5.1 million shares repurchased for about $1.1 million
Vita Coco reported third-quarter 2026 net sales of $244 million, up 34% from a year earlier, and net income of $35 million, or $0.58 per diluted share, compared with $24 million, or $0.40, a year earlier. The company raised its full-year 2026 net sales guidance to $810 million to $820 million and adjusted EBITDA guidance to $170 million to $175 million, with growth partly driven by the Copra acquisition completed in July 2026.
Q3 2026 net sales of $244 million, up $62 million or 34%; organic net sales growth was 18%
Q3 net income of $35 million ($0.58 per diluted share) versus $24 million ($0.40) a year earlier
Full-year 2026 net sales guidance raised to $810 million to $820 million from $790 million to $805 million; adjusted EBITDA guidance raised to $170 million to $175 million from $154 million to $161 million
Fourth-quarter gross margin is expected to be approximately 33%, and cash fell to $152 million at September 30, 2026 after the $139 million Copra payment
Roper Technologies reported third-quarter 2026 revenue of $2.17 billion, up 8%, and adjusted DEPS of $5.89, up 15%, with GAAP net earnings up 22% to $485 million. The company raised its full-year 2026 adjusted DEPS guidance to $22.35-$22.40 from $22.15-$22.30, saying third-quarter adjusted DEPS exceeded its expectations. The GAAP results include a gain from its minority investment in Indicor, which the company excludes from adjusted figures.
Q3 2026 revenue rose 8% to $2.17 billion; organic revenue grew 7%
GAAP net earnings rose 22% to $485 million; adjusted net earnings rose 5% to $586 million
Adjusted DEPS rose 15% to $5.89 from $5.14 a year earlier; GAAP DEPS rose 33% to $4.88
Full-year 2026 adjusted DEPS guidance raised to $22.35-$22.40; Q4 2026 guidance is $5.95-$6.00
Quest Diagnostics reported third-quarter 2026 net revenues of $3.10 billion, up 10.0% from a year earlier, with reported diluted EPS of $2.78, up 28.7%, and adjusted diluted EPS of $3.00, up 15.4%. The company raised its full-year 2026 revenue and EPS guidance, which matters to shareholders because the outlook for both revenue and earnings per share moved higher.
Q3 2026 net revenues of $3,097 million, up 10.0% from $2,816 million in Q3 2025
Q3 2026 reported diluted EPS of $2.78 vs. $2.16 a year earlier; adjusted diluted EPS of $3.00 vs. $2.60
Full-year 2026 reported diluted EPS now expected at $10.21 to $10.31, up from $9.97 to $10.17
Full-year 2026 net revenues now expected at $12.065 billion to $12.105 billion, up from $11.95 billion to $12.05 billion; the company will hold its 2027 Investor Day on March 25, 2027
Allegion reported third-quarter 2026 revenue of $1,172.6 million, up 9.6%, and diluted EPS of $2.59, up from $2.18 a year earlier. The company raised its full-year 2026 adjusted EPS outlook to $9.05 to $9.10 and its reported revenue growth outlook to 9.5% to 10.5%, which shareholders can use to gauge the company's expected earnings for the year.
Q3 2026 diluted EPS was $2.59 versus $2.18; adjusted EPS was $2.60, up 13.0%
Q3 organic revenue rose 7.2%, led by the Americas region, where adjusted operating margin reached 30.1%
International segment organic revenue fell 0.2% and its adjusted operating margin declined to 13.9%
In Q3 the company repurchased about 0.8 million shares for about $120 million and paid dividends of about $46 million
Getty Realty furnished an investor presentation dated October 21, 2026, under Regulation FD, and raised its full-year 2026 AFFO per share guidance to $2.53-$2.54 from $2.52-$2.54. The presentation reports third-quarter 2026 AFFO up 14.0% to $41.1 million and year-to-date investments of $502.3 million at a 7.2% initial cash yield, which supports the raised outlook for shareholders.
Q3 2026 AFFO rose 14.0% to $41.1 million; AFFO per share rose 3.2% to $0.64
Year-to-date AFFO rose 14.5% to $119.0 million; AFFO per share rose 5.0% to $1.89
FY2026 AFFO per share guidance raised to $2.53-$2.54 from $2.52-$2.54
Year-to-date investments of $502.3 million at a 7.2% initial cash yield; no debt maturities until June 2028
Getty Realty reported third-quarter 2026 net earnings of $0.40 per share, flat with the prior-year quarter, while AFFO per share rose to $0.64 from $0.62. The company raised its 2026 AFFO per share guidance to $2.53 to $2.54, with the low end increased from $2.52, and reported more than $500 million of year-to-date investments.
Q3 2026 total revenues were $63.0 million, up from $55.6 million in Q3 2025; base rental income grew 13.8% to $59.3 million.
Q3 2026 FFO was $0.61 per share, down from $0.66, while AFFO was $0.64 per share, up from $0.62.
2026 AFFO per share guidance was raised to $2.53 to $2.54 from $2.52 to $2.54, excluding prospective acquisitions, dispositions and capital markets activity.
Year-to-date investments reached $502.3 million at a 7.2% initial cash yield, including $46.3 million invested after quarter end.
EastGroup reported third quarter 2026 diluted EPS of $1.46, up from $1.26 a year earlier, and FFO excluding a gain on involuntary conversion and business interruption claims of $2.45 per diluted share, up 7.9%. The company raised its 2026 FFO per share guidance to $9.62-$9.68 from $9.52-$9.66 and its 2026 EPS guidance to $5.99-$6.05, which benefits shareholders by showing higher expected earnings for the year.
Q3 2026 diluted EPS was $1.46 versus $1.26 in Q3 2025; FFO excluding certain claim gains was $2.45 per share versus $2.27, an increase of 7.9%.
Same PNOI, excluding lease termination income, rose 5.3% on a straight-line basis and 7.1% on a cash basis for Q3 2026.
Rental rates on new and renewal leases increased an average of 36.3% on a straight-line basis in Q3 2026.
Development starts guidance was raised to $390 million from $325 million, and operating property acquisition guidance to $360 million from $215 million.
Waste Connections reported third quarter 2026 revenue of $2.638 billion, up from $2.458 billion a year earlier, and net income of $359.2 million, or $1.43 per diluted share, compared with $286.3 million, or $1.11, in the prior-year quarter. The company raised its full-year 2026 outlook for revenue and adjusted EBITDA for a second time and increased its regular quarterly dividend by 10%.
Q3 2026 adjusted net income was $398.9 million, or $1.58 per diluted share, versus $1.44 a year earlier; adjusted EBITDA was $895.8 million, or 34.0% of revenue.
Updated 2026 outlook: revenue of approximately $10.09 billion and adjusted EBITDA of approximately $3.345 billion, with adjusted free cash flow between $1.40 billion and $1.45 billion.
Year-to-date share repurchases exceed $1 billion, equal to 2.5% of outstanding shares; the quarterly dividend rises 10%, the company's sixteenth consecutive annual increase.
Conference call on October 22, 2026 at 8:30 a.m. Eastern Time.
Martin Midstream Partners reported third quarter 2026 Adjusted EBITDA of $23.6 million, up from $19.3 million a year earlier, and a net loss of $4.1 million, narrower than the $8.4 million loss in the prior-year quarter. The partnership raised its full-year 2026 Adjusted EBITDA guidance to $94.0 million and declared a $0.005 per unit quarterly distribution, while leverage rose to 4.96 times from 4.43 times at year-end 2025.
Q3 2026 revenues were $231.7 million, up from $168.7 million in Q3 2025; net loss was $4.1 million, or $0.10 per unit, versus $8.4 million, or $0.21 per unit.
Full-year 2026 Adjusted EBITDA guidance was revised upward to $94.0 million; nine-month Adjusted EBITDA was $72.3 million.
Quarterly cash distribution of $0.005 per unit is payable November 13, 2026, to unitholders of record on November 6, 2026.
Total debt was $483.5 million at September 30, 2026, and revolving credit facility available liquidity was $21.9 million, down from $31.4 million at December 31, 2025.
UDR raised its full-year 2026 net income and FFOA per-share guidance and said its Q3 2026 net income per diluted share will be $0.67, well above prior guidance of $0.13 to $0.15, with the company citing a $190.1 million gain on the sale of depreciable real estate. The company also announced a joint venture with Apollo covering 19 communities valued at about $2.0 billion, which shareholders should weigh against the preliminary, unaudited nature of these results.
Q3 2026 preliminary FFOA of $0.65 per diluted share, at the high end of the $0.63 to $0.65 guidance range; net income of $0.67 vs. prior guidance of $0.13 to $0.15
Full-year 2026 net income guidance raised to $1.58 to $1.60 per diluted share from $1.03 to $1.11; FFOA guidance raised to $2.54 to $2.56 from $2.49 to $2.57
Apollo will invest $1.34 billion of equity for about a two-thirds interest in a joint venture of 19 communities with 7,059 apartment homes; UDR keeps a one-third interest and expects closing on October 29, 2026
Results are preliminary and unaudited; final Q3 2026 results are due November 2, 2026
Wabtec reported third quarter 2026 sales of $3.12 billion, up 8.1%, with GAAP diluted EPS of $2.42 (up 33.7%) and adjusted diluted EPS of $2.83 (up 22.0%). The company raised and tightened its 2026 adjusted EPS guidance to $10.85-$11.05, up $0.20 at the midpoint, while its 2026 revenue guidance of $12.30 billion to $12.60 billion was unchanged, so shareholders see a higher earnings outlook.
Q3 2026 sales were $3.12 billion, up 8.1%; Freight sales rose 6.9% and Transit sales rose 11.3%
Adjusted operating margin was 22.9%, up 1.9 points; GAAP operating margin was 20.0%
2026 adjusted EPS guidance raised to $10.85-$11.05; revenue guidance of $12.30 billion to $12.60 billion was continued
In Q3 the company repurchased $305 million of its shares and generated $455 million in cash from operations
Agree Realty reported third-quarter 2026 net income of $66.5 million, up 32.3% from a year earlier, and per-share AFFO of $1.15, up 4.9%. The company raised its 2026 AFFO per share guidance to $4.58 to $4.59 from $4.57 to $4.59, and it cut its investment volume guidance to approximately $1.6 billion from $1.6 to $1.8 billion.
Q3 2026 net income attributable to common stockholders rose 32.3% to $66.5 million; per-share net income rose 18.5% to $0.53.
Q3 2026 AFFO per share rose 4.9% to $1.15; Core FFO per share also rose 4.9% to $1.15.
2026 AFFO per share guidance revised to $4.58 to $4.59 from $4.57 to $4.59; investment volume guidance is now approximately $1.6 billion.
Company ended the quarter with approximately $2.0 billion of liquidity and a $400 million 5.65% senior notes offering at a 5.36% all-in rate.
Valmont reported third-quarter 2026 net sales of $1.10 billion, up 5.5%, and diluted earnings per share of $6.24, up 25.3% from $4.98 a year earlier. The company raised its full-year 2026 adjusted diluted EPS outlook to $22.75 to $23.75 from $22.25 to $23.50, while keeping its net sales outlook unchanged at $4.3 to $4.45 billion.
Q3 2026 operating income rose 22.2% to $172.8 million, or 15.7% of net sales, versus $141.5 million, or 13.5%, in Q3 2025
Infrastructure sales rose 9.1% to $882.1 million, while Agriculture sales fell 6.4% to $226.0 million
North America Telecommunications sales declined as customers shifted capital allocation priorities
Returned $97.2 million to shareholders in Q3, including $82.3 million in share repurchases and $14.9 million in dividends
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