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 (4788 companies, A–Z).
Summit Midstream reported third quarter 2026 net income of $15.9 million, compared with $5.0 million a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $250 million to $260 million from $235 million to $255 million. Common stock dividends remain suspended, and the company's total net leverage ratio was approximately 3.9x as of September 30, 2026.
Q3 2026 net income $15.9 million vs. $5.0 million in Q3 2025; diluted EPS $0.58 vs. a loss of $0.13
Total revenues $183.0 million vs. $146.9 million a year earlier; Adjusted EBITDA $70.7 million vs. $65.5 million
2026 Adjusted EBITDA guidance raised to $250 million to $260 million from $235 million to $255 million
Common stock dividends remain suspended; Series A Preferred dividend payable to holders of record on December 1, 2026
Armstrong World Industries said in an investor presentation for the Baird Global Industrial Conference on November 10 and 11, 2026, that it now expects higher full-year 2026 net sales but lower top-end adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow than its October 27, 2026 guidance. The company attributed the change to stronger net sales growth and accelerating inflationary pressures, so shareholders face a mix of higher revenue and narrower profit expectations.
Net sales guidance raised to $1,788 million to $1,803 million from $1,770 million to $1,800 million
Adjusted EBITDA guidance lowered to $602 million to $612 million from $605 million to $620 million
Adjusted diluted EPS guidance set at $8.30 to $8.40, down from $8.30 to $8.50 at the top end
Adjusted free cash flow guidance set at $380 million to $390 million, down from $380 million to $395 million
Harrow reported record third-quarter 2026 revenue of $99.3 million, up 39% year over year, and GAAP net income of $9.8 million, which included a $5.0 million litigation settlement gain. The company reaffirmed its full-year revenue guidance of $350 million to $365 million but lowered its Adjusted EBITDA guidance from $80 million to $100 million to more than $40 million, citing a first-half revenue shortfall, lower gross margins and higher spending.
Q3 2026 revenue of $99.3 million, up 39% year over year; branded revenue of $83.5 million.
GAAP net income of $9.8 million, including a $5.0 million litigation settlement gain, versus a net loss of $17.3 million in Q2 2026.
Full-year 2026 Adjusted EBITDA guidance cut from $80 million to $100 million to more than $40 million; revenue guidance of $350 million to $365 million reaffirmed.
Cash and cash equivalents were $75.3 million as of September 30, 2026.
GeneDx reported third quarter 2026 revenue of $123.1 million, up 5% year-over-year, and exome and genome volume growth of 25%. The company reiterated its full-year 2026 revenue guidance of $475 to $490 million, but the guidance table shows lower growth targets for exome and genome volume and revenue than the previous guidance. Adjusted net income fell from $16.1 million a year earlier, and the GAAP net loss widened to $12.3 million.
Q3 2026 revenue $123.1 million, up 5% year-over-year; exome and genome revenue $110.4 million, up 12%
Adjusted net income $8.6 million versus $16.1 million in Q3 2025; GAAP net loss $12.3 million versus $7.6 million a year earlier
Full-year 2026 exome and genome volume growth target listed as at least 28%, versus at least 30% previously; exome and genome revenue growth target at least 17%, versus at least 20% previously
ZipRecruiter reported third quarter 2026 revenue of $124.4 million, up 8% year-over-year and above its $118 million to $124 million guidance range, and net income of $5.1 million compared with a net loss of $9.8 million a year earlier. The company raised its full-year 2026 revenue outlook to $468 million to $472 million, up 4% to 5%, from the flat outlook it gave at the start of the year.
Q3 2026 revenue was $124.4 million, up 8% year-over-year and 5% quarter-over-quarter; Adjusted EBITDA was $20.8 million, above the $13 million to $19 million guidance.
Q3 2026 net income was $5.1 million, a 4% net income margin, versus a net loss of $9.8 million in Q3 2025.
Full-year 2026 revenue outlook is $468 million to $472 million; full-year Adjusted EBITDA outlook is $61 million to $65 million.
Q4 2026 guidance calls for revenue of $118 million to $122 million and Adjusted EBITDA of $16 million to $20 million.
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
Orthofix reported third-quarter 2026 net sales of $207.9 million, up 1.1% from $205.6 million a year earlier, and a net loss of $6.1 million, narrowed from $22.8 million. The company lowered its full-year 2026 net sales guidance to $825 million to $830 million from $845 million to $855 million, and its adjusted EBITDA guidance to $86 million to $88 million from $95 million to $98 million, citing weaker U.S. Spine performance.
Q3 2026 net sales were $207.9 million, up 1.1% reported and 2.3% pro forma constant currency; Global Limb Reconstruction rose 8.5% and Spinal Implants, Biologics and Enabling Technologies fell 1.1%.
Q3 net loss was $(6.1) million, or $(0.15) per share, versus $(22.8) million, or $(0.57) per share, a year earlier; adjusted EBITDA was $26.0 million versus $24.6 million.
2026 net sales guidance was cut to $825 million–$830 million; adjusted EBITDA guidance was cut to $86 million–$88 million.
Cash, cash equivalents and restricted cash were $86.9 million at September 30, 2026, down from $104.4 million at June 30, 2026.
Motorcar Parts of America reported fiscal second-quarter net sales of $169.2 million, down from $221.5 million a year earlier, and operating income of $10.0 million, down from $16.4 million. The company cut its fiscal 2027 net sales guidance to $715 million-$740 million from $780 million-$800 million, citing delayed customer orders, which lowers the outlook for shareholders.
Q2 net sales were $169.2 million versus $221.5 million a year earlier; the company attributed the $37.5 million decline mainly to delayed customer orders and lower tariff pass-throughs.
Q2 operating income was $10.0 million versus $16.4 million; the quarter included $11.1 million of IEEPA tariff refunds.
Six-month net loss was $12.1 million, or $0.64 per share, compared with net income of $893,000 a year earlier.
Fiscal 2027 net sales guidance was revised to $715 million-$740 million from $780 million-$800 million; operating income is estimated at $37 million-$44 million.
TG Therapeutics reported third-quarter 2026 total revenue of $259.9 million, up from $161.7 million a year earlier, and raised its full-year 2026 total global revenue guidance to approximately $1 billion from approximately $950 million. Net income fell to $55.5 million from $390.9 million, but the prior-year period included a non-recurring income tax benefit of approximately $365.0 million.
Q3 2026 total revenue $259.9 million vs. $161.7 million in Q3 2025; BRIUMVI U.S. net product revenue $232.6 million, up approximately 52%
2026 BRIUMVI U.S. net product revenue guidance raised to approximately $915-$920 million from $890-$905 million
Q3 2026 net income $55.5 million ($0.35 diluted EPS) vs. $390.9 million ($2.43 diluted EPS) in Q3 2025, which included a roughly $365.0 million tax benefit
Repurchased approximately $100 million of common stock in Q3 2026; cash, cash equivalents and investment securities were $556.7 million as of September 30, 2026
Ionis reported third quarter 2026 revenue of $243 million, up from $157 million a year earlier, and a narrower net loss of $110 million, compared with $129 million. The company lowered its 2026 TRYNGOLZA product sales guidance to about $50 million, from $100-110 million, citing a more gradual launch, and reaffirmed its total revenue, operating loss and cash guidance.
Third quarter 2026 total revenue was $243 million versus $157 million in the same period of 2025.
Basic and diluted net loss per share was $0.66, compared with $0.80 a year earlier.
2026 TRYNGOLZA product sales guidance was lowered from $100-110 million to about $50 million.
Total revenue guidance of $875-900 million and DAWNZERA product sales guidance of $110-120 million were unchanged.
Dole plc reported third-quarter 2026 revenue up 3.8% to $2.4 billion and net income of $48.3 million, up from $13.8 million, helped by a $48.6 million gain on the Ecuador port sale. The company lowered its full-year 2026 Adjusted EBITDA target to $380 million to $390 million from approximately $400 million, citing higher costs, which weighs on the outlook for shareholders.
Q3 revenue rose 3.8% to $2,366 million; Adjusted EBITDA rose 4.1% to $84.1 million
Net income attributable to Dole plc was $38.5 million, versus $5.1 million a year earlier
Full-year 2026 Adjusted EBITDA target cut to $380 million-$390 million from approximately $400 million
Quarterly dividend of $0.085 per share declared, payable January 6, 2027
Koppers reported third-quarter 2026 net sales of $499.1 million, up 2.8% from a year earlier, but net income fell to $14.7 million and diluted EPS fell to $0.75 as raw material and logistics costs rose. The company also lowered its 2026 adjusted EPS and adjusted EBITDA forecasts while raising its free cash flow outlook. For shareholders, higher sales and strong year-to-date cash generation are offset by weaker earnings and a reduced profit forecast.
Net sales rose 2.8% to $499.1 million, but net income fell to $14.7 million from $23.8 million and diluted EPS fell to $0.75 from $1.17.
Adjusted EBITDA fell 18.2% to $58.0 million from $70.9 million, mainly due to higher raw material and logistics costs.
2026 adjusted EPS forecast was cut to $3.10-$3.25 from $3.80-$4.20; adjusted EBITDA forecast was cut to $220-$225 million from $240-$250 million.
Free cash flow forecast was raised to $115-$135 million from $110-$130 million; year-to-date free cash flow was a record $92.0 million.
Atmus reported third-quarter 2026 net sales of $510 million, up 13.9% from a year earlier, and net income of $61 million, or $0.74 per diluted share, compared with $0.66 a year earlier. The company raised its full-year 2026 outlook and its Board approved a new $300 million share repurchase program that replaces the prior program, which had $28.9 million remaining.
Q3 2026 net sales of $510 million, up from $448 million in Q3 2025, driven mainly by the Koch Filter acquisition
Diluted EPS of $0.74 versus $0.66 a year earlier; adjusted EPS of $0.77 versus $0.69
Full-year 2026 adjusted EPS guidance raised to $2.90 to $3.05; net sales guidance raised to $2,010 million to $2,035 million
New $300 million repurchase program effective immediately; no expiration date and no obligation to buy any amount
Interface reported third-quarter 2026 net sales of $366.7 million, up 0.6%, with GAAP diluted EPS of $0.67, down 14.1%, and adjusted diluted EPS of $0.68, up 11.5%. The company lowered its full-year net sales outlook to $1.440 to $1.455 billion from $1.455 to $1.485 billion, citing softer conditions in Europe, while reaffirming its full-year earnings guidance. For shareholders, adjusted earnings grew, but GAAP earnings fell and the sales forecast was cut.
Q3 2026 net sales were $366.7 million, up 0.6% (0.4% currency neutral), versus the prior-year quarter
GAAP diluted EPS was $0.67 versus $0.78 a year earlier; adjusted diluted EPS was $0.68 versus $0.61
Full-year 2026 net sales outlook cut to $1.440-$1.455 billion from $1.455-$1.485 billion; full-year earnings outlook reaffirmed
Net debt was $49.1 million as of October 4, 2026, down from $110.3 million at December 28, 2025
Inspired Entertainment reported third-quarter 2026 revenue of $61.4 million, down 29% from $86.2 million a year earlier, mainly reflecting the November 2025 divestiture of its UK Holiday Parks business; like-for-like revenue rose about 4%. The company also lowered its full-year 2026 Adjusted EBITDA target to $109 million to $112 million from $112 million to $118 million, primarily because Brazil suspended regulated online betting and gaming, a business representing about 5% of revenue.
Q3 2026 revenue was $61.4 million versus $86.2 million a year earlier; like-for-like revenue rose about 4%.
Q3 Adjusted EBITDA was $28.2 million versus $32.3 million, with a record 46% margin versus 37%.
Q3 net loss narrowed to $0.1 million from $1.9 million a year earlier.
FY2026 Adjusted EBITDA outlook is now $109 million to $112 million, down from $112 million to $118 million.
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.
Starling Oncology reported third-quarter 2026 revenue of $169.8 million, up 24.3% from a year earlier, and a net loss of $15.7 million, narrower than $16.5 million a year earlier. The company narrowed its full-year 2026 Adjusted EBITDA guidance and lowered the top end of its revenue and free cash flow ranges, so the outlook is mixed for shareholders.
Q3 2026 revenue was $169.8 million, up from $136.6 million; net loss was $15.7 million versus $16.5 million, or $(0.13) per share versus $(0.14).
Adjusted EBITDA, a non-GAAP measure, was $3.4 million versus $(3.5) million a year earlier.
2026 revenue guidance is now $650 million to $660 million, down from $650 million to $670 million; free cash flow guidance is now $5 million to $10 million, down from $5 million to $15 million.
2026 Adjusted EBITDA guidance narrowed to $4 million to $6 million from $2 million to $7 million; gross profit guidance is now $107 million to $110 million, up at the low end from $105 million.
CBL reported third-quarter 2026 results and raised its full-year 2026 FFO, as adjusted, guidance to $7.34 to $7.44 per share. Total revenues rose to $148.7 million from $139.3 million, but GAAP net income per share fell to $0.37 from $2.38, when the prior-year quarter included large property sale and deconsolidation gains. For shareholders, the results show stronger operating measures and a new $25.0 million buyback authorization, alongside lower reported earnings.
Q3 2026 total revenues were $148.7 million versus $139.3 million a year earlier; same-center NOI rose 3.8%.
Net income attributable to common shareholders was $0.37 per share versus $2.38; FFO was $1.05 per share versus $2.17.
2026 FFO, as adjusted, guidance was raised to $7.34 to $7.44 per share; same-center NOI guidance is 0.75% to 2.25%.
On November 4, 2026, the Board authorized repurchases of up to $25.0 million of common stock; the $0.625 per share Q4 dividend is payable December 31, 2026.
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.
Drilling Tools International reported third-quarter 2026 revenue of $40.6 million, up from $38.8 million a year earlier, while its net loss attributable to shareholders widened to $2.6 million, or $0.07 per share, from $0.9 million, or $0.03 per share. The company also cut the low end of its 2026 Adjusted Free Cash Flow outlook and raised its capital expenditure outlook, while saying it is on track to close the Saltire acquisition in the first quarter of 2027.
Q3 2026 revenue was $40.6 million versus $38.8 million in Q3 2025; Adjusted EBITDA was $9.5 million versus $9.1 million.
Net loss attributable to shareholders was $2.6 million, or $0.07 per share, versus a loss of $0.03 per share a year earlier; transaction expense was $2.2 million.
2026 capital expenditure outlook raised to $22 million to $23 million; Adjusted Free Cash Flow outlook revised to $13 million to $22 million from $17 million to $22 million.
Revenue and Adjusted EBITDA remain within prior guidance, with the company expecting to finish toward the lower end of both ranges.
Grindr reported third-quarter 2026 revenue of $141.4 million, up 22% from $115.8 million a year earlier, and raised its full-year 2026 outlook to $560 million in revenue and $236 million in Adjusted EBITDA. The company also posted a third-quarter net loss of $6.6 million, compared with net income of $30.8 million a year earlier, mainly due to $32.3 million in litigation-related costs, and gave an initial 2027 outlook of at least $705 million in revenue.
Q3 2026 revenue was $141.4 million, up from $115.8 million in Q3 2025.
Q3 2026 net loss was $6.6 million, versus net income of $30.8 million in Q3 2025; litigation-related costs were $32.3 million.
2026 outlook raised to $560 million in revenue and $236 million in Adjusted EBITDA.
Initial 2027 outlook is at least $705 million in revenue and at least $275 million in Adjusted EBITDA.
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.
Surf Air Mobility reported third-quarter 2026 revenue of $36.5 million, up 25% from a year earlier, and a net loss of $20.4 million, down from $27.2 million. The company cut its full-year 2026 Adjusted EBITDA guidance to a loss of $35 million to $32 million, from a loss of $30 million to $25 million, citing higher fuel prices and longer SurfOS implementation periods, while reaffirming full-year revenue guidance of $128 million to $138 million.
Q3 2026 revenue was $36.5 million, up 25% year over year, with Surf On Demand revenue of $19 million, up 121%.
Q3 net loss narrowed to $20.4 million from $27.2 million; Adjusted EBITDA loss narrowed to $6.7 million from $9.9 million.
Full-year 2026 Adjusted EBITDA loss guidance widened to $35 million to $32 million from $30 million to $25 million; revenue guidance of $128 million to $138 million was reaffirmed.
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
CVRx reported third-quarter 2026 revenue of $13.8 million, down 6% from a year earlier, and a net loss of $14.2 million, or $0.52 per share, up from $12.9 million, or $0.49 per share. The company lowered its full-year 2026 revenue forecast to $56.0 million-$57.0 million from $58.0 million-$60.0 million, which signals weaker sales than previously expected for shareholders.
Q3 2026 total revenue was $13.8 million, down $0.9 million (6%); U.S. revenue was $13.0 million, down 4%, and Europe revenue was $0.9 million, down 27%.
Net loss was $14.2 million, or $0.52 per share, versus $12.9 million, or $0.49 per share, in Q3 2025.
Full-year 2026 revenue guidance was cut to $56.0 million-$57.0 million from $58.0 million-$60.0 million; Q4 2026 revenue is expected at $11.7 million-$12.7 million.
John Landry becomes Chief Financial Officer effective November 6, 2026, succeeding Jared Oasheim.
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.
Guardian Pharmacy Services reported third-quarter 2026 results, with revenue of $371.1 million, down 2% year-over-year and including pricing decreases from the IRA, while net income rose to $19.1 million from $9.6 million. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals higher expected profitability for the year.
Q3 2026 revenue was $371.1 million, down 2% year-over-year; net income was $19.1 million versus $9.6 million a year earlier
Diluted EPS was $0.29 for the quarter versus $0.15 in the prior-year period; Adjusted EBITDA was $33.9 million, up 24%
Full-year 2026 guidance raised: revenue to $1.44 billion-$1.46 billion (from $1.43 billion-$1.45 billion) and Adjusted EBITDA to $136 million-$138 million (from $129 million-$131 million)
Globus Medical reported third quarter 2026 worldwide net sales of $763.7 million, representing a 0.7% decrease compared to the same period in 2025, alongside GAAP net income of $141.2 million. The company updated its full-year 2026 revenue guidance to $3.09 billion and announced a $500 million increase to its share repurchase program.
Worldwide net sales were $763.7 million for the third quarter ended September 30, 2026, down 0.7% year-over-year.
GAAP diluted earnings per share increased 18.2% to $1.04 for the quarter.
The Board authorized an additional $500.0 million share repurchase program increase on November 2, 2026.
Full-year 2026 revenue guidance was updated to $3.09 billion.
Guardant Health reported third quarter 2026 revenue of $361.0 million, up 36% from a year earlier, and raised its full-year 2026 revenue guidance to $1.36 to $1.37 billion. The GAAP net loss widened to $124.4 million, and the company also raised its expected full-year free cash flow burn, so shareholders see stronger sales alongside higher losses and cash use.
Q3 2026 revenue of $361.0 million, up 36%; Screening revenue rose 180% to $67.6 million on 83,000 Shield tests
GAAP net loss of $124.4 million, or $0.93 per share, versus $92.7 million, or $0.74 per share, a year earlier; non-GAAP net loss narrowed to $38.8 million from $48.3 million
2026 revenue guidance raised to $1.36 to $1.37 billion from $1.34 to $1.36 billion; full-year free cash flow burn now expected at $205 million to $220 million, up from $195 million to $205 million
Accendra Health reported third quarter 2026 net revenue of $601.8 million, down from $697.3 million a year earlier, and adjusted EBITDA of $47.8 million, down from $92.2 million. The company said full-year net revenue will be at the bottom of its prior $2.45 billion to $2.55 billion range, and adjusted EBITDA could be as much as 30% below the $310 million midpoint of that outlook, which weighs on shareholders.
Q3 2026 net revenue was $601.8 million versus $697.3 million in Q3 2025.
Q3 2026 loss from continuing operations was $18.0 million, or $0.23 per share, versus a loss of $5.6 million, or $0.07 per share, a year earlier.
Full-year 2026 net revenue expected at the bottom of the prior $2.45 billion to $2.55 billion outlook range.
Adjusted EBITDA could be as much as 30% lower than the $310 million midpoint of the prior outlook; CEO Kenny Gardner-Smith said 2026 results 'have fallen well short of our expectations.'
TransMedics reported third-quarter 2026 revenue of $203.0 million, up 41%, and raised its full-year 2026 revenue guidance to $764-$774 million, including about $14 million from PAD Aviation. Net income fell to $17.1 million, or $0.46 per diluted share, from $24.3 million, or $0.66, a year earlier, as operating expenses rose to $90.5 million.
Q3 2026 revenue was $203.0 million, up from $143.8 million in Q3 2025.
Q3 2026 net income was $17.1 million, or $0.46 per diluted share, versus $24.3 million, or $0.66, in Q3 2025.
Full-year 2026 revenue guidance was raised to $764-$774 million, including PAD Aviation; excluding PAD Aviation, guidance is $750-$760 million, up from $737-$757 million.
Operating expenses were $90.5 million, compared with $61.3 million in Q3 2025; cash was $493.0 million as of September 30, 2026.
Expensify reported third-quarter 2026 revenue of $33.0 million, down 6% from a year earlier, and a net loss of $3.3 million, wider than the $2.3 million loss a year earlier. The company raised its fiscal 2026 free cash flow guidance by $1.5 million to a range of $13.5 million to $15.5 million, citing strong cash generation and repurchases of 722,121 shares for about $1.3 million.
Q3 2026 revenue was $33.0 million, down 6% year over year; net loss was $3.3 million, or $0.04 per share, versus $2.3 million, or $0.03 per share, a year earlier.
Free cash flow was $3.3 million in the quarter, and operating cash flow was $4.0 million.
Fiscal 2026 free cash flow guidance raised to $13.5 million to $15.5 million, up $1.5 million at the low and high ends.
Paid members were 630,000, down 2% year over year; trips booked through Expensify Travel grew 40% year over year.
Parker-Hannifin Corporation reported record sales of $6.0 billion and increased net income for the fiscal first quarter ended September 30, 2026, alongside the completion of the Filtration Group acquisition. Driven by double-digit organic growth and record order rates pushing backlog to $13.7 billion, management raised full-year fiscal 2027 guidance for sales growth, adjusted margins, EPS, and free cash flow. This performance demonstrates strong demand across all market verticals and positive integration progress for shareholders.
Sales for the quarter ended September 30, 2026, increased 18% to a record $6.0 billion, with organic sales up 11.5%.
Diluted earnings per share reached $6.92, while adjusted EPS rose 23% to a record $8.90.
Order rates increased 13% on a rolling 12-month basis, bringing total backlog to a record $13.7 billion.
Full-year fiscal 2027 guidance was raised for organic sales growth, adjusted segment operating margin, adjusted EPS, and free cash flow.
ACM Research reported third-quarter 2026 revenue of $367.7 million, up 36.6% from a year earlier, and raised its 2026 revenue guidance to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion. GAAP net income attributable to ACM Research fell to $1.5 million, or $0.02 per diluted share, from $35.9 million, or $0.52, mainly because of a $39.1 million unrealized loss on short-term investments.
Q3 revenue was $367.7 million, up from $269.2 million; gross margin was 41.5% versus 42.0%
2026 revenue guidance raised to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion
GAAP diluted EPS was $0.02 versus $0.52; non-GAAP diluted EPS was $0.55 versus $0.41
Unrealized loss on short-term investments was $39.1 million, compared with an unrealized gain of $18.7 million a year earlier
Gibraltar reported third-quarter 2026 net sales of $479.6 million, up 54.3% from a year earlier, mainly due to the OmniMax acquisition. Diluted adjusted EPS fell to $1.01 from $1.14, and the company lowered its 2026 outlook for the Infrastructure-inclusive business, citing weaker results and a slower fourth quarter. The move matters to shareholders because the company's profit and earnings outlook are both lower, even as sales rose.
Q3 2026 net sales $479.6 million, up 54.3%; net income from continuing operations $20.6 million, down 38.0%
Diluted GAAP EPS $0.69 vs $1.11; adjusted EPS $1.01 vs $1.14, down 11.4%
2026 adjusted EPS outlook (including Infrastructure) revised to $2.70-$2.85 from $3.65-$4.05 originally
Infrastructure business (D.S. Brown) to be sold for $208 million, expected to close in Q4 2026
Curtiss-Wright Corporation reported third-quarter 2026 sales of $953 million and adjusted diluted EPS of $3.94, driven by double-digit growth across multiple segments. Based on strong performance, the company raised its full-year 2026 adjusted financial guidance across all major metrics.
Q3 2026 sales reached $953 million, up 10% year-over-year, with adjusted diluted EPS of $3.94, up 16%.
New orders grew 15% to $1.1 billion, contributing to a backlog of $4.6 billion.
Full-year 2026 adjusted diluted EPS guidance was increased to a range of $15.40 to $15.60.
The company repurchased approximately 538,000 shares for $352 million during the third quarter.
Xeris reported third quarter 2026 total revenue of $107.2 million, up 44% from a year earlier, with Recorlev net revenue up 93% to $71.5 million. The company raised its full-year 2026 total revenue guidance to $395 million-$405 million and its 2030 total revenue outlook to more than $1 billion, up from approximately $750 million. Shareholders also face a nine-month net loss of $17.6 million, driven by a one-time non-cash charge of about $30.8 million tied to the 2028 Convertible Notes exchange agreements.
Q3 2026 total revenue was $107.2 million, up 44% from $74.4 million; Recorlev net revenue was $71.5 million, up 93%.
Q3 2026 net income was $11.3 million, or $0.06 per diluted share, compared with $0.6 million a year earlier.
Full-year 2026 total revenue guidance raised to $395 million-$405 million.
Nine-month 2026 net loss was $17.6 million, including a one-time non-cash charge of about $30.8 million in the second quarter.
Cooper-Standard reported third-quarter 2026 sales of $708.6 million, up 1.9% from a year earlier, but its net loss widened to $20.4 million from $7.6 million, including $19.2 million of restructuring charges. The company also lowered its full-year 2026 adjusted EBITDA guidance to $235 million to $245 million from $265 million to $295 million, citing commodity and inflation headwinds that remain higher than previously expected.
Q3 2026 sales were $708.6 million, up 1.9% from $695.5 million in Q3 2025; net loss was $20.4 million, or $(1.13) per diluted share, versus $7.6 million in Q3 2025.
Adjusted EBITDA was $52.8 million, compared with $53.3 million a year earlier; restructuring charges were $19.2 million.
Full-year 2026 adjusted EBITDA guidance was cut to $235 million to $245 million from $265 million to $295 million; sales guidance was narrowed to $2.75 billion to $2.85 billion from $2.7 billion to $2.9 billion.
Cash and cash equivalents were $112.3 million at September 30, 2026; Q3 operating cash flow was $5.2 million and net new business awards totaled $148.8 million.
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.
Shift4 Payments reported Q3 2026 gross revenue of $1,319 million, up 12% year over year, and net income of $40 million, or $0.37 per diluted share. The company cut its full-year 2026 guidance for gross revenue less network fees to $2.45 billion to $2.46 billion and for Adjusted EBITDA to $1.11 billion to $1.13 billion, about 4% and 6% below its original outlook, while affirming Adjusted Free Cash Flow of $465 million to $475 million.
Q3 2026 gross revenue was $1,319 million, up 12% year over year; gross revenue less network fees was $648 million, up 10%.
Q3 2026 net income was $40 million; Adjusted EBITDA was $310 million, up 6% year over year.
Full-year 2026 guidance: gross revenue less network fees lowered to $2.45 billion to $2.46 billion; Adjusted EBITDA lowered to $1.11 billion to $1.13 billion; Volume set at $240 billion to $250 billion.
Adjusted Free Cash Flow for Q3 2026 was $200 million, and full-year Adjusted Free Cash Flow guidance of $465 million to $475 million was affirmed.
Middleby reported third-quarter 2026 net sales of $652.6 million, up 7.7% from a year earlier, and adjusted EPS of $2.07, up 19%, while raising its full-year 2026 guidance. GAAP diluted EPS fell to $0.43 from $1.55, weighed down by $26 million of charges tied to the closure of its Brewing businesses and $38.7 million of equity losses from an affiliate. The company also said Steve Spittle will succeed Tim FitzGerald as CEO on April 1, 2027.
Q3 2026 net sales of $652.6 million, up 7.7%, with organic net sales growth of 7.7%
Adjusted EPS of $2.07 vs. $1.74 a year earlier; GAAP diluted EPS of $0.43 vs. $1.55
Full-year 2026 net sales guidance of $2.519 billion to $2.534 billion, with organic growth of 7-8%
Steve Spittle to succeed Tim FitzGerald as CEO on April 1, 2027
Astec Industries reported third quarter 2026 net sales of $352.4 million, up 0.7%, but a net loss attributable to controlling interest of $12.2 million, or $(0.53) per diluted share, compared with a loss of $(0.18) a year earlier. The company cut its full year 2026 Adjusted EBITDA guidance to $140 million to $150 million from $160 million to $175 million, citing a pause in orders and inflationary headwinds, which lowers the earnings outlook for shareholders.
Q3 2026 net sales were $352.4 million, up 0.7% from $350.1 million a year earlier
Q3 net loss attributable to controlling interest was $12.2 million; Adjusted EPS was $(0.01) versus $0.47 a year earlier
Full year 2026 Adjusted EBITDA guidance revised to $140 million to $150 million from $160 million to $175 million
Backlog rose 49.2% to $670.5 million; Q3 Adjusted EBITDA was $18.9 million versus $27.1 million
ARKO Corp. reported third quarter 2026 results with net income of $14.3 million and Adjusted EBITDA of $75.7 million, both slightly above the prior year period. Net income attributable to ARKO Corp. fell to $10.7 million from $13.5 million, and the company raised the low end of its full year 2026 Adjusted EBITDA guidance, citing the expected USPP acquisition by its subsidiary ARKO Petroleum Corp.
Q3 2026 net income was $14.3 million vs. $13.5 million a year earlier; net income attributable to ARKO Corp. was $10.7 million vs. $13.5 million.
Q3 2026 Adjusted EBITDA was $75.7 million vs. $75.2 million; nine-month Adjusted EBITDA rose 8.5% to $198.6 million.
Full year 2026 Adjusted EBITDA guidance is now $250 million to $265 million, up from $245 million to $265 million.
Quarterly dividend of $0.03 per share is payable December 3, 2026, to holders of record as of November 20, 2026.
Papa Johns reported third quarter 2026 results, with total revenues of $454.8 million, down 10.5% from the prior year, and diluted earnings per share of $0.09 versus $0.13. The company also lowered its 2026 outlook, now expecting adjusted EBITDA of approximately $175 million, down from $180 million to $190 million, and global system-wide restaurant sales down about 5%, versus a prior decline of 2% to 4%. For shareholders, the weaker sales and lower profit outlook show continued pressure, and the company is funding a new marketing framework that increases local marketing investment by franchisees.
Q3 total revenues were $454.8 million versus $508.2 million; net income was $3.3 million versus $4.5 million.
Q3 adjusted EBITDA was $38.1 million versus $47.8 million; adjusted diluted EPS was $0.16 versus $0.32.
2026 adjusted EBITDA guidance is now approximately $175 million, from $180 million to $190 million.
North America comparable sales fell 8.3% in Q3; full-year North America comparable sales are now expected to decline about 8%.
Krispy Kreme reported third-quarter 2026 net revenue of $328.8 million, down 12.4% from a year earlier, mainly because of refranchising deals, while its GAAP net loss narrowed to $13.3 million from $20.1 million. The company raised and narrowed its 2026 net revenue guidance to $1.35 billion to $1.40 billion from $1.25 billion to $1.35 billion, but reported Adjusted EBITDA fell 13.1% to $35.3 million because it lapped a $9.3 million cybersecurity insurance recovery in the prior year.
Q3 2026 net revenue was $328.8 million, down 12.4% from $375.3 million in Q3 2025, mainly due to refranchising.
GAAP net loss was $13.3 million, or $0.08 per diluted share, compared with a net loss of $20.1 million, or $0.11 per share, a year earlier.
Adjusted EBITDA was $35.3 million; excluding the prior-year $9.3 million cyber insurance recovery, it rose 12.7%.
2026 net revenue guidance was raised to $1.35 billion to $1.40 billion, and capital expenditure guidance was cut to $40 million to $45 million.
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%
Molson Coors reported third-quarter 2026 net sales of $2,926.5 million, down 1.6% from a year earlier, and underlying diluted EPS of $1.46, down 12.6%. The company cut its 2026 guidance for underlying pre-tax income and underlying EPS, and lowered its net sales outlook, citing softer beer industry volumes, persistent U.K. promotional activity and higher logistics costs. For shareholders, the reduced outlook signals weaker profit expectations for the year, even though U.S. GAAP net income of $271.5 million was far above the prior-year loss caused by a goodwill impairment.
Q3 net sales were $2,926.5 million, down 1.6% reported and 1.2% in constant currency; financial volume fell 3.0%.
Underlying diluted EPS was $1.46, down 12.6%; GAAP diluted EPS was $1.45 versus a loss of $14.79 a year earlier, which included a $3,645.7 million goodwill impairment.
Underlying pre-tax income guidance was cut to a decline of 21% to 24% from 15% to 18%; underlying EPS guidance is now a decline of 16% to 19%, from 11% to 15%.
Net sales guidance was lowered to a 1% to 2% decline in constant currency from flat, plus or minus 1%.
Advance Auto Parts reported third quarter 2026 net sales of $2,012 million, down from $2,036 million a year earlier, with comparable store sales down 1.2%. GAAP diluted EPS rose to $0.25 from a loss of $0.02, but adjusted diluted EPS fell to $0.79 from $0.92. The company raised its full year 2026 free cash flow guidance to approximately $150 million from approximately $100 million.
Q3 2026 net sales $2,012 million vs. $2,036 million in Q3 2025; comparable store sales down 1.2%
Q3 2026 GAAP diluted EPS $0.25 vs. loss of $0.02; adjusted diluted EPS $0.79 vs. $0.92
Q3 2026 adjusted operating margin 4.5% vs. 4.4% a year earlier
FY 2026 free cash flow guidance raised to approximately $150 million from approximately $100 million
Air Products & Chemicals reported fiscal 2026 full-year sales of $13.0 billion, up eight percent, alongside an adjusted EPS of $13.45. For fiscal 2027, the company expects adjusted EPS between $14.15 and $14.50 and capital expenditures of $3.0 billion to $3.5 billion.
Fiscal 2026 full-year sales reached $13.0 billion, increasing eight percent compared to the prior year.
Adjusted EPS for fiscal 2026 rose 12 percent to $13.45, exceeding the guidance midpoint.
Fiscal 2027 full-year adjusted EPS guidance was set in the range of $14.15 to $14.50.
Fiscal 2027 capital expenditures are projected to be between $3.0 billion and $3.5 billion.
Privia Health reported third-quarter 2026 revenue of $657.0 million, up 13.2% from a year earlier, and net income attributable to the company of $13.5 million, up from $6.9 million. The company raised its full-year 2026 guidance, including Adjusted EBITDA of $154 million to $157 million, up from the initial range of $145 million to $155 million. It also agreed to acquire American Choice Healthcare MSSP for approximately $36 million in cash and will exit its Montana partnership effective January 2027.
Q3 2026 total revenue was $657.0 million, up from $580.4 million; diluted net income per share was $0.10, up from $0.05.
Updated FY 2026 Adjusted EBITDA guidance is $154 million to $157 million, versus initial guidance of $145 million to $155 million given February 27, 2026.
Updated FY 2026 GAAP revenue guidance is $2,500 million to $2,550 million, versus initial guidance of $2,350 million to $2,450 million.
Cash and cash equivalents were $446.3 million at September 30, 2026, with no debt; the company expects at least $520 million in year-end cash including the acquisition.
Prestige Consumer Healthcare reported fiscal second-quarter 2027 revenue of $336.3 million, up 22.7% from a year earlier, with adjusted diluted EPS of $1.13 versus $1.07. The company lowered its fiscal 2027 revenue and adjusted EPS guidance, citing variable Clear Eyes production at its Pillar5 facility, which is expected to reduce product availability and revenue in the second half.
Q2 reported revenue $336.3 million, up 22.7%; organic revenue fell 1.6% excluding acquisitions and foreign currency
Q2 GAAP diluted EPS $0.53 versus $0.86 a year earlier; adjusted diluted EPS $1.13 versus $1.07
Fiscal 2027 revenue outlook lowered to $1,280 million to $1,290 million from $1,290 million to $1,315 million
Fiscal 2027 adjusted diluted EPS outlook lowered to $4.48 to $4.55 from $4.55 to $4.65
First Advantage reported third quarter 2026 revenue of $465.8 million, up 13.8% from a year earlier, and net income of $20.5 million, or $0.12 per diluted share, versus $2.6 million a year earlier. The company raised its full year 2026 guidance across all four metrics and announced the acquisition of Data Diver Technologies, an AI and data platform.
Q3 2026 revenue was $465.8 million, up 13.8% year over year; Adjusted Diluted EPS was $0.38, up from $0.30.
Full year 2026 revenue guidance raised to $1.720 billion to $1.745 billion from $1.670 billion to $1.710 billion.
Full year 2026 Adjusted Diluted EPS guidance raised to $1.30 to $1.33 from $1.23 to $1.29.
Company announced the acquisition of Data Diver Technologies, LLC; the filing does not disclose its price.
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
Nature's Sunshine reported third-quarter 2026 net sales down 9% to $116.6 million, and GAAP net income attributable to common shareholders fell to $1.9 million, or $0.11 per diluted share, from $5.3 million, or $0.30. The company cut its full-year 2026 guidance for net sales and adjusted EBITDA, citing a stronger U.S. dollar and challenges in China.
Net sales fell 9% to $116.6 million (down 7% excluding currency effects); Asia net sales fell 14.9% to $55.1 million
Full-year 2026 net sales outlook lowered to $460-470 million from $490-500 million
Full-year 2026 adjusted EBITDA outlook lowered to $44-48 million from $48-52 million
As of September 30, 2026, cash and cash equivalents were $89.4 million and the company had zero debt
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.
Carriage Services reported third-quarter 2026 revenue of $100.3 million, down from $102.7 million a year earlier, and adjusted diluted EPS of $0.59, down from $0.75. The company cut its full-year 2026 outlook, lowering total revenue guidance to $415 million to $420 million from $435 million to $445 million and adjusted diluted EPS guidance to $2.90 to $3.05 from $3.35 to $3.55, which is a negative development for shareholders even though GAAP diluted EPS rose to $0.56 from $0.41.
Q3 2026 GAAP diluted EPS was $0.56 versus $0.41 a year earlier, while adjusted diluted EPS was $0.59 versus $0.75.
Cemetery comparable revenue fell 7.8% in the quarter, which the company attributed mainly to lower preneed sales production.
Full-year 2026 adjusted consolidated EBITDA guidance was lowered to $125 million to $130 million from $135 million to $140 million.
The company closed a new $300 million credit facility and increased committed borrowing capacity by $50 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.
BillionToOne reported third-quarter 2026 revenue of $123.0 million, up 47% from a year earlier, and net income of $17.4 million, or $0.32 per diluted share, compared with $0.10 per diluted share in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $460.0 million to $470.0 million from $450.0 million to $465.0 million, which points to stronger expected sales for shareholders.
Third-quarter revenue was $123.0 million, up from $83.5 million, with 206,000 tests delivered, up 25%.
Net income was $17.4 million, or $0.32 per diluted share, versus $1.5 million, or $0.10 per diluted share, a year earlier.
Full-year 2026 revenue guidance is now $460.0 million to $470.0 million, up from $450.0 million to $465.0 million.
Gross margin was 71%, up from 70%, and Northstar Clear is scheduled to become commercially available on December 15, 2026.
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.
Ardent Health reported third-quarter 2026 total revenue of $1.62 billion, up 3.1% from a year earlier, and net income attributable to the company of $45 million, compared with a net loss of $23 million in the same quarter of 2025. The company raised the low end of its full-year 2026 adjusted EBITDA guidance to $500 million from $485 million, keeping the top of the range at $535 million, and kept its revenue outlook unchanged.
Total revenue rose 3.1% year over year to $1.62 billion; adjusted admissions grew 2.9%.
Net income attributable to Ardent Health was $45 million, or $0.31 per diluted share, versus a net loss of $23 million, or $0.17 per share, a year earlier.
2026 adjusted EBITDA guidance is now $500 million to $535 million, up from $485 million to $535 million; revenue guidance stays at $6.4 billion to $6.7 billion.
The company ended the quarter with $766 million in cash and increased its share repurchase program by $25 million, with about $48 million remaining.
Cadre Holdings reported third-quarter 2026 net sales of $202.9 million, up from $155.9 million a year earlier, with net income of $16.0 million, or $0.37 per diluted share, compared with $0.27 a year earlier. The company raised its full-year 2026 guidance for the second consecutive quarter and authorized a $100 million share repurchase program, which together signal improved results and capital returns for shareholders. Nine-month net income fell to $29.4 million from $32.4 million, and net debt rose to $305.6 million.
Q3 net sales of $202.9 million, up 30% from $155.9 million; Q3 adjusted EBITDA of $41.1 million, up from $29.8 million
2026 guidance raised to net sales of $756 million to $769 million and adjusted EBITDA of $140 million to $144 million
Board authorized a share repurchase program of up to $100 million of common stock on November 4, 2026
Net debt increased $121.2 million from December 31, 2025 to $305.6 million as of September 30, 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.
WaterBridge reported third-quarter 2026 revenue of $240.2 million, up 17% from a year earlier, and Adjusted EBITDA of $124.2 million, up 18%. The company raised the midpoints of its 2026 Adjusted EBITDA and produced water volume guidance, and lowered the midpoint of its capital expenditure guidance because some projects shifted into 2027. Net income was $13.3 million, down from $14.6 million in the second quarter, and the board declared a $0.05 per share dividend.
Q3 2026 revenue was $240.2 million, up 17% year-over-year and 10% quarter-over-quarter; Adjusted EBITDA was $124.2 million, up 18% year-over-year.
Net income was $13.3 million, compared with $14.6 million in the second quarter of 2026.
2026 Adjusted EBITDA guidance is now $465 million to $485 million, and produced water volume guidance is now 2.65 to 2.75 million Bbl/d, both midpoints up 4% and 2%.
2026 capital expenditures guidance narrowed to $530 million to $560 million, a 3% lower midpoint; the $0.05 dividend is payable December 10, 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
Zevia reported third quarter 2026 results on November 4, 2026, with net sales up 18.4% to $48.3 million and net loss narrowing to $2.2 million, or $0.03 per share. The company raised its 2026 net sales guidance to $177 million to $179 million and its Adjusted EBITDA outlook to between breakeven and a loss of $0.4 million, and it disclosed a $20 million growth equity agreement with GP Investments.
Net sales rose 18.4% year over year to $48.3 million from $40.8 million, with volume up 14.4%.
Net loss was $2.2 million, or $0.03 per share, compared with a net loss of $2.8 million in the third quarter of 2025.
2026 net sales guidance now $177 million to $179 million; fourth quarter net sales expected at $37.5 million to $39.5 million.
On October 22, 2026, Zevia agreed to issue convertible preferred stock to a fund managed by GP Investments Ltd. for $20 million of growth equity.
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.
Caris Life Sciences reported third quarter 2026 revenue of $275.4 million, up 27% from a year earlier, and raised its full-year 2026 revenue forecast to $1.04 billion to $1.05 billion. Net income fell to $15.3 million from $24.3 million, and operating cash flow was negative, so shareholders get faster sales growth alongside lower profit and cash generation.
Q3 2026 total revenue was $275.4 million, up from $216.8 million in Q3 2025.
Net income was $15.3 million, down from $24.3 million; basic and diluted EPS were $0.05 versus $0.09 and $0.08.
Full-year 2026 revenue guidance raised to $1.04 billion to $1.05 billion, growth of 28% to 29%.
Net cash used in operating activities was $22.2 million; free cash flow was $(39.7) million.
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
American Homes 4 Rent (AMH) reported third quarter 2026 results on November 4, 2026. Rents and other single-family property revenues rose 4.1% to $498.1 million, and Core FFO per share rose 7.4% to $0.50, but net income attributable to common shareholders fell to $82.3 million, or $0.23 per diluted share, from $99.7 million, or $0.27, a year earlier. The company also raised the midpoint of its full-year 2026 Core FFO per share guidance by $0.02 to $1.97.
Q3 2026 rents and other single-family property revenues up 4.1% year-over-year to $498.1 million
Q3 2026 net income attributable to common shareholders $82.3 million ($0.23 per diluted share) vs. $99.7 million ($0.27) in Q3 2025
Q3 2026 Core FFO per FFO share and unit up 7.4% year-over-year to $0.50; full-year 2026 Core FFO guidance midpoint raised to $1.97 from $1.95
Conference call scheduled for Thursday, November 5, 2026 at 12:00 p.m. Eastern Time
e.l.f. Beauty reported results for the three and six months ended September 30, 2026, with quarterly net sales up 51% to $520.8 million and GAAP diluted earnings per share of $0.50, compared with $0.05 a year earlier. The company raised its fiscal 2027 outlook, with net sales now expected to grow 22-24%, up from 18-20%, which gives shareholders a higher expected sales and profit range than before.
Q2 net sales rose 51% to $520.8 million; GAAP diluted EPS was $0.50 versus $0.05, and adjusted diluted EPS was $1.21 versus $0.68.
Fiscal 2027 net sales outlook raised to $2,003-2,029 million from $1,938-1,968 million; adjusted diluted EPS outlook raised to $3.82-3.86 from $3.50-3.55.
Q2 included a $17.7 million fair value charge tied to rhode contingent consideration, driven by rhode's revenue outperformance against earnout thresholds.
As of September 30, 2026, cash and equivalents were $350.8 million and total debt was $826.7 million.
QuinStreet reported fiscal first-quarter revenue of $416.7 million, up 46% year-over-year, and GAAP net income of $17.0 million, or $0.29 per diluted share, compared with $4.5 million, or $0.08, a year earlier. The company raised its full fiscal 2027 outlook, now expecting revenue of $1.5 billion to $1.6 billion and adjusted EBITDA of $155 million to $165 million, which gives shareholders a higher company-level forecast for the year.
Revenue of $416.7 million, up 46% from $285.9 million a year earlier; Financial Services $271.0 million and Home Services $145.7 million
GAAP net income of $17.0 million, or $0.29 per diluted share, versus $4.5 million, or $0.08, a year earlier
Adjusted EBITDA of $42.7 million, up 108% year-over-year; operating cash flow of $23.3 million
Raised FY27 outlook to $1.5 billion to $1.6 billion in revenue and $155 million to $165 million in adjusted EBITDA; fiscal Q2 revenue guided to $360 million to $380 million
Acadia Healthcare reported third-quarter 2026 revenue of $895.3 million, up 5.1% from a year earlier, while net income attributable to the company fell to $34.5 million, or $0.38 per diluted share, from $0.40. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, but the quarter included a $13.4 million favorable benefit from a Florida supplemental payment program accrual. Shareholders see higher revenue and a higher outlook alongside lower per-share profit in the quarter.
Q3 2026 revenue was $895.3 million, up 5.1%; same-facility revenue rose 5.2%.
Net income attributable to Acadia was $34.5 million, or $0.38 per diluted share, versus $0.40 a year earlier; adjusted EPS was $0.60 versus $0.72.
Full-year 2026 adjusted EPS guidance was raised to $1.70 to $1.80 from $1.45 to $1.60; adjusted EBITDA guidance was raised to $615 to $625 million from $590 to $615 million.
Net leverage ratio was 3.9x Adjusted EBITDA as of September 30, 2026; cash and cash equivalents were $163.3 million.
Matson reported third quarter 2026 net income of $209.4 million, or $6.96 per diluted share, up from $134.7 million, or $4.24 per diluted share, a year earlier. The company raised its full year outlook, expecting fourth quarter 2026 consolidated operating income to be approximately 50 percent higher than the fourth quarter 2025 level, driven mainly by strong demand and elevated freight rates in its China service.
Q3 2026 consolidated revenue was $1,113.5 million, up from $880.1 million in Q3 2025; operating income was $255.2 million versus $161.0 million.
Ocean Transportation operating income rose 62.2 percent to $239.1 million, led by the China service, where container volume increased 16.0 percent.
Expects Q4 2026 consolidated operating income about 50 percent above the $143.7 million achieved in Q4 2025.
Declared a $0.38 per share cash dividend payable December 3, 2026, to holders of record on November 5, 2026; repurchased about 0.3 million shares in Q3 2026 for $59.8 million.
TKO reported third quarter 2026 revenue of $1.360 billion, up 21%, and net income of $277.9 million, up from $106.8 million a year earlier. The company raised its full year 2026 revenue guidance to $5.790 billion to $5.830 billion and Adjusted EBITDA guidance to $2.295 billion to $2.315 billion, and said it intends to commence additional share repurchases, with about $936.0 million left under its existing $3 billion authorization.
Q3 2026 Adjusted EBITDA was $555.7 million, up 54%, and Adjusted EBITDA margin was 41% versus 32% a year earlier.
Full year 2026 revenue guidance raised to $5.790 billion to $5.830 billion, from $5.775 billion to $5.825 billion in August.
Full year 2026 Adjusted EBITDA guidance raised to $2.295 billion to $2.315 billion, from $2.275 billion to $2.305 billion in August.
About $936.0 million remains under the repurchase authorization as of November 4, 2026; the company expects to fund the balance primarily from additional debt and cash on hand.
Veracyte reported third-quarter 2026 total revenue of $151.8 million, up 15% from a year earlier, and GAAP net income of $31.5 million, or $0.38 per diluted share. The company lowered its 2026 testing revenue guidance to $571 million to $573 million from $576 million to $582 million, and cut the top of its total revenue range to $590 million to $593 million from $590 million to $596 million. The board also authorized a share repurchase program of up to $100 million over 12 months.
Q3 2026 total revenue $151.8 million, up 15%; Decipher Prostate $92.3 million and Afirma $51.5 million
GAAP diluted EPS $0.38 vs. $0.24 a year earlier; non-GAAP diluted EPS $0.51, flat year over year
2026 testing revenue guidance cut to $571 million to $573 million from $576 million to $582 million
Board authorized buyback of up to $100 million over 12 months; cash and short-term investments were $370.5 million at September 30, 2026
Myriad Genetics reported third-quarter 2026 revenue of $202.7 million, down 1% from a year earlier, with a net loss of $43.9 million, or $0.46 per share. The company raised the midpoint of its full-year 2026 revenue guidance to $780 million to $790 million and agreed on October 19, 2026 to sell its Prenatal Health business to Labcorp for $210 million in cash plus inventory.
Q3 2026 revenue $202.7 million, down from $205.7 million; Cancer Care Continuum and Mental Health volume up 3%, Prenatal Health volume down 11%
Q3 2026 operating loss $39.9 million; net loss $43.9 million, or $0.46 per share, versus $27.4 million a year earlier
Full-year 2026 revenue guidance $780 million to $790 million; Prenatal Health sale to Labcorp for $210 million in cash expected to close by early 2027
agilon health reported third quarter 2026 revenue of $1.52 billion, up 6% from a year earlier, and net income of $35 million compared with a net loss of $110 million in the third quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $145 million to $155 million from $75 million to $95 million, but total members on its platform fell 8% year over year to 566,000.
Third quarter revenue was $1.52 billion, up 6% from $1.44 billion in the third quarter of 2025.
Net income was $35 million, or $1.97 per diluted share, versus a net loss of $110 million, or $6.65 per share, a year earlier.
Full-year 2026 Adjusted EBITDA guidance was raised to $145 million to $155 million from $75 million to $95 million.
Total members live on the platform were 566,000 as of September 30, 2026, down from 618,000.
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.
Joby Aviation reported third quarter 2026 revenue of $55.1 million and a net loss of $211.8 million, which was $189.4 million smaller than a year earlier, mainly because of non-cash gains. The company raised its full-year 2026 revenue outlook by 15% and said it plans to acquire defense technology company Resonant Sciences, expected to close in early 2027. Adjusted EBITDA loss widened to $207.9 million, and the company said it had $2.2 billion in cash and short-term investments as of September 30, 2026.
Q3 2026 revenue was $55.1 million, mostly from the Blade passenger business, and net loss was $211.8 million
Full-year 2026 revenue outlook raised 15% to a range of $135 million to $140 million
Adjusted EBITDA loss was $207.9 million, up $75.1 million from the third quarter of 2025
Planned acquisition of Resonant Sciences expected to close in early 2027, subject to regulatory approvals
Sinclair reported third-quarter 2026 revenue of $893 million, up 16% from a year earlier, and net income attributable to the company of $43 million, compared with a loss of $1 million in the same quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $825 million to $835 million, from $730 million to $760 million, mainly on higher political advertising revenue.
Q3 2026 Adjusted EBITDA was $213 million, up 113% from $100 million a year earlier.
Political advertising revenue was $136 million in the quarter, up 55% from the third quarter of the 2022 midterm cycle, and full-year political revenue is now expected at approximately $455 million.
Full-year 2026 total revenue guidance was raised to $3,530 million to $3,600 million from $3,400 million to $3,540 million.
Cash and cash equivalents were $659 million at September 30, 2026, and total debt was $4,035 million.
LegalZoom reported third-quarter 2026 revenue of $195.1 million, up 3% year-over-year, and net income of $8.1 million, up from $4.5 million a year earlier. It lowered its full-year 2026 Adjusted EBITDA outlook to $180 million to $185 million from $190 million to $195 million, while keeping the $800 million revenue midpoint and narrowing the range to $797 million to $803 million. The company cited a challenging customer acquisition environment and continued investment, which matters to shareholders because it reduces expected profitability for the year.
Q3 revenue was $195.1 million, up 3%; transaction revenue fell 14% to $55.5 million while subscription revenue rose 11% to $139.7 million.
Q3 net income was $8.1 million, or $0.05 per diluted share, compared with $4.5 million, or $0.02, in Q3 2025.
Full-year 2026 Adjusted EBITDA outlook was cut to $180 million to $185 million from $190 million to $195 million.
Q4 2026 guidance calls for revenue of $190 million to $196 million and Adjusted EBITDA of $48 million to $53 million; the company held $181.7 million in cash with no debt as of September 30, 2026.
Hamilton Beach reported third-quarter 2026 revenue of $140.3 million, up 5.6%, and diluted earnings of $0.26 per share versus $0.12 a year earlier. The company cut its full-year outlook, now expecting 2026 revenue to be flat year over year and operating profit to decline in the high teens percent, because retailers became more cautious with holiday inventory orders amid weaker consumer sentiment. Shareholders face a weaker revenue and profit outlook, partly offset by a higher operating cash flow forecast.
Q3 2026 revenue was $140.3 million, up 5.6% from $132.8 million; diluted EPS was $0.26 versus $0.12.
2026 revenue is now expected to be flat year over year, compared with prior guidance of growth approaching the mid-single digit range.
Operating profit is now expected to decline in the high teens percent, compared with the previous estimate of high single digits.
2026 operating cash flow less investing cash use is now forecast at $40 million to $50 million, up from $35 million to $45 million.
ARKO Petroleum reported third-quarter 2026 net income of $13.3 million, up from $10.1 million a year earlier, and Adjusted EBITDA of $41.0 million, up from $37.4 million. The company raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million and declared a $0.50 quarterly dividend, citing the expected closing of its pending USPP acquisition.
Q3 2026 net income was $13.3 million versus $10.1 million in Q3 2025; diluted EPS was $0.28 versus $0.29.
Q3 2026 Adjusted EBITDA was $41.0 million versus $37.4 million; net cash from operating activities was $21.6 million versus $25.0 million.
Full-year 2026 Adjusted EBITDA guidance raised to $156 million to $157 million.
Quarterly dividend of $0.50 per share payable November 30, 2026, to holders of record as of November 18, 2026; the USPP acquisition is expected to close in Q4 2026 for $205 million in cash plus $30 million in stock.
ARKO Petroleum reported third-quarter 2026 net income of $13.3 million, up from $10.1 million a year earlier, and Adjusted EBITDA of $41.0 million, up from $37.4 million. It raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million, citing year-to-date performance and the expected closing of the pending USPP acquisition. Net cash from operating activities fell to $21.6 million from $25.0 million, and the board declared a $0.50 per share quarterly dividend.
Q3 2026 net income was $13.3 million versus $10.1 million in Q3 2025.
Q3 2026 Adjusted EBITDA was $41.0 million versus $37.4 million a year earlier.
Full-year 2026 Adjusted EBITDA guidance raised to $156 million to $157 million.
Quarterly dividend of $0.50 per share payable November 30, 2026, to holders of record as of November 18, 2026.
Reservoir Media reported second-quarter fiscal 2027 revenue of $49.9 million, up 10% from a year earlier, and net income of $4.6 million, or $0.07 per share, compared with $2.2 million, or $0.03 per share, in the prior-year quarter. The company narrowed and raised its fiscal 2027 outlook to revenue of $188 million to $192 million and Adjusted EBITDA of $77 million to $80 million, which signals higher expected results for the year ending March 31, 2027.
Revenue of $49.9 million rose 10%; Recorded Music revenue increased 18% and Music Publishing revenue increased 8%
Operating income of $12.3 million rose 15%, and Adjusted EBITDA of $22.1 million rose 14%
Fiscal 2027 guidance: revenue of $188 million to $192 million (8% growth at midpoint) and Adjusted EBITDA of $77 million to $80 million (7% growth at midpoint)
Cash provided by operating activities for the six months ended September 30, 2026 was $21.6 million, down $3.7 million; total debt was $458.6 million
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
Flutter Entertainment reported third-quarter 2026 results on November 4, 2026. Revenue rose 2% to $3,874 million, but the company posted a net loss of $1,148 million, driven largely by an $873 million non-cash impairment tied to Brazil, where operations were closed on September 26, 2026. Flutter also lowered its full-year 2026 revenue and adjusted EBITDA guidance and paused its share repurchase program for the foreseeable future.
Q3 2026 revenue was $3,874 million, up 2% from $3,794 million a year earlier.
Net loss was $1,148 million, compared with a $789 million loss in Q3 2025, including an $873 million Brazil impairment charge.
Adjusted EBITDA was $360 million, down 25% year-over-year.
Full-year 2026 revenue midpoint guidance was cut by $300 million to $17.61 billion, and adjusted EBITDA guidance was cut by $160 million to $2.495 billion.
Materion reported third-quarter 2026 net sales of $567.3 million, up from $444.8 million a year earlier, and net income of $38.3 million, or $1.81 per diluted share, versus $1.22 a year earlier. The company raised its full-year 2026 adjusted earnings per share outlook to $7.10 to $7.40, which it said is a 33% increase over the prior year at the midpoint.
Net sales were $567.3 million versus $444.8 million; value-added sales were $313.7 million versus $263.9 million.
Diluted EPS was $1.81 versus $1.22; adjusted EPS was $1.93 versus $1.41.
Full-year adjusted EPS outlook raised to $7.10 to $7.40, up 33% at the midpoint over the prior year.
Free cash flow was about $46 million for the quarter, with 120% conversion of net income.
CVS Health Corporation announced its third quarter 2026 financial results, reporting total revenues of $108.4 billion and a net income of $2.17 billion. Driven by strong performance across its Health Care Benefits and Pharmacy & Consumer Wellness segments, the company raised its full-year 2026 guidance.
Third quarter total revenues increased 5.4% year-over-year to $108.4 billion.
GAAP diluted EPS was $1.68 and Adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 GAAP diluted EPS guidance was raised to at least $6.98, and Adjusted EPS guidance was raised to at least $8.20.
Year-to-date cash flow from operations reached $15.3 billion as of September 30, 2026.
ESAB reported record third-quarter 2026 net sales of $825 million, up 13.3%, with core organic sales up 2.3%. Diluted GAAP earnings from continuing operations fell to $0.61 per share from $1.04 a year earlier, and the company lowered its full-year 2026 core adjusted EBITDA forecast to $603 million to $607 million from $615 million to $625 million, for shareholders a clear reduction in expected profit.
Third-quarter net sales were $824.5 million, up from $727.8 million; core organic sales growth was 2.3%.
Third-quarter net income from continuing operations attributable to ESAB was $41 million, or $0.61 per diluted share, versus $1.04 a year earlier.
Third-quarter core adjusted EBITDA was $156 million, up 17.0%, with a 19.8% margin.
Full-year 2026 core adjusted EPS outlook was lowered to $5.28 to $5.33 from $5.40 to $5.50; core organic sales growth outlook was cut to 1.6% to 2.0% from 2.0% to 4.0%.
At a Shanghai investor event on November 4, 2026, Estée Lauder announced a fiscal 2030 ambition of mid-single-digit organic sales growth and double-digit adjusted EPS growth each year through fiscal 2030, with a 16.5%-18.5% adjusted operating margin in fiscal 2030. The accompanying presentation also raised the fiscal 2027 outlook, which matters to shareholders because it signals higher expected profitability in the near term, though the fiscal 2030 figures are unaudited long-term targets.
Fiscal 2030 ambition: mid-single-digit organic net sales growth annually and double-digit adjusted diluted EPS growth through fiscal 2030, with an adjusted operating margin of 16.5%-18.5% in fiscal 2030
Raised fiscal 2027 outlook: adjusted operating margin of 12.9%-13.7% (up from 12.7%-13.5%) and adjusted diluted EPS growth of 28%-38% (up from 24%-34%)
Reported sales growth outlook raised to 5.0%-6.5% (from 3%-5%); restructuring charges of approximately $40 million to $50 million, before taxes, expected in fiscal 2028
Stanley Black & Decker reported third quarter 2026 net sales of $3.7 billion, representing a 1% decrease overall but a 4% increase on an organic basis. The company raised its full-year 2026 GAAP EPS guidance to a range of $5.45 to $5.85 and adjusted EPS to $5.95 to $6.25, while also announcing a new $1 billion share repurchase authorization following the completion of its previous $250 million buyback in the quarter.
Third quarter 2026 net sales reached $3.7 billion, down 1% overall and up 4% organically.
GAAP EPS was $1.83 and adjusted EPS was $2.31, both benefiting from approximately $0.67 in net tariff refunds.
Full-year 2026 free cash flow guidance was increased to a range of $1.0 billion to $1.2 billion.
The Board of Directors approved a new $1 billion share repurchase authorization on October 29, 2026.
Qnity Electronics reported third-quarter 2026 net sales of $1.56 billion, representing a 22% increase year-over-year, alongside GAAP net income of $196 million. Driven by this performance, the company raised its full-year financial guidance across net sales, adjusted operating EBITDA, adjusted EPS, and adjusted free cash flow. Shareholders saw mixed indicators as GAAP EPS fell 14% to $0.87 while adjusted EPS rose 55% to $1.46.
Third-quarter 2026 net sales reached $1,556 million, up 22% compared to the prior-year period.
GAAP net income for Q3 2026 was $196 million, with diluted GAAP EPS of $0.87.
Full-year 2026 net sales guidance was set at $5.77 billion to $5.83 billion.
Solstice Advanced Materials reported third-quarter 2026 net sales of $1,046 million, up 8% from a year earlier, and net income attributable to the company of $80 million, compared with a loss of $35 million in the prior-year quarter. The company raised its full-year 2026 net sales and adjusted EBITDA guidance and said it returned $112 million to shareowners in the quarter, including $100 million of share repurchases.
Q3 2026 net sales were $1,046 million, up 8% from $969 million; diluted EPS was $0.50 versus a loss of $0.22 a year earlier.
Full-year 2026 net sales guidance was raised to $4,195 million to $4,220 million from $4,125 million to $4,185 million.
Adjusted diluted EPS guidance was raised to $2.90 to $2.95 from $2.75 to $2.95; the company intends to substantially complete its $500 million buyback by the end of Q1 2027.
Clear Secure reported third quarter 2026 revenue of $292.9 million, up 27.8% year over year, and diluted earnings per share of $0.52. The company raised its full-year 2026 free cash flow guidance to at least $490 million from at least $480 million, though quarterly free cash flow was negative $103.8 million due to an approximately $315 million settlement of accrued partnership liabilities. The board also increased its share repurchase authorization by $175.0 million.
Q3 2026 revenue $292.9 million, up 27.8%; Total Bookings $323.5 million, up 24.4%
Q3 2026 net income $75.3 million; diluted EPS $0.52 versus $0.29 a year earlier
Full-year 2026 free cash flow guidance raised to at least $490 million from at least $480 million
Board authorized a $175.0 million repurchase increase, leaving about $254.4 million remaining; quarterly dividend of $0.15 per share payable December 24, 2026
LivaNova reported third-quarter 2026 revenue of $393.1 million, up 9.9% from a year earlier, and raised its full-year 2026 constant-currency revenue growth range to 9% to 10% and its adjusted diluted EPS range to $4.40 to $4.50. GAAP diluted EPS fell to $0.11 from $0.49, reflecting $34.0 million of other operating expense, so shareholders face a mix of stronger underlying results and a lower reported profit.
Q3 2026 revenue was $393.1 million, up 9.9% reported and 10.0% constant-currency; Cardiopulmonary rose 10.9% and Neuromodulation rose 11.1%.
Q3 2026 GAAP diluted EPS was $0.11 versus $0.49 a year earlier; adjusted diluted EPS was $1.23 versus $1.11.
Full-year 2026 constant-currency revenue growth guidance rose to 9% to 10% from 8% to 9%.
Full-year 2026 adjusted diluted EPS guidance rose to $4.40 to $4.50 from $4.30 to $4.40; adjusted free cash flow guidance of $140 million to $160 million was maintained.
Avient reported third-quarter 2026 sales up 10.5% to $891 million and adjusted EPS of $0.86, above its $0.80 guidance and up from $0.70 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.22 to $3.32 from $3.10 to $3.25 and has repaid $100 million of debt year to date. For shareholders, the higher outlook is the main change, while GAAP EPS was $0.46 after special items of $0.23 per share.
Third-quarter sales rose 10.5% to $891 million, with organic sales growth of 10.6%.
Adjusted EPS was $0.86 versus $0.70 a year earlier and above $0.80 guidance; GAAP EPS was $0.46 versus $0.36.
Full-year 2026 adjusted EPS guidance was raised to $3.22 to $3.32 from $3.10 to $3.25, and adjusted EBITDA guidance was narrowed to $593 million to $603 million.
After quarter end, the company repurchased 281,000 shares for about $10.9 million, its first buyback since 2022.
Solid Power reported third quarter 2026 total revenue and grant income of $1.2 million, down from $4.6 million a year earlier, while its net loss narrowed to $24.4 million, or $0.11 per share, from $25.9 million. Management lowered its 2026 cash investment guidance to $75 million to $85 million from $85 million to $100 million, and the company reported total liquidity of $397.6 million and no debt.
Q3 2026 total revenue and grant income was $1.2 million, versus $4.6 million in Q3 2025; operating expenses rose to $31.1 million from $29.0 million
Net loss was $24.4 million, or $0.11 per share, compared with a net loss of $25.9 million, or $0.14 per share, in Q3 2025
2026 cash investment guidance was reduced to $75 million to $85 million from $85 million to $100 million
Total liquidity was $397.6 million as of September 30, 2026, with no debt
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
PACS Group reported third-quarter 2026 revenue of $1.50 billion, up 11.5%, and net income of $60.8 million, up 16.2% from the prior-year period. The company raised its full-year 2026 Adjusted EBITDA guidance to $685 million to $695 million, from $640 million to $660 million, and its revenue guidance to $5.95 billion to $6.05 billion, from $5.75 billion to $5.85 billion.
Q3 2026 Adjusted EBITDA was $175.7 million, up 33.6% from $131.5 million a year earlier; diluted EPS was $0.37, up 15.6%.
Full-year 2026 Adjusted EBITDA guidance raised to $685 million to $695 million; revenue guidance raised to $5.95 billion to $6.05 billion.
Same-store skilled nursing revenue rose 6.4% and occupancy reached 91.3%, up from 89.3% a year earlier.
The Florida acquisition of 32 skilled nursing facilities closed on October 1, 2026; the company held $707.4 million in available liquidity at September 30, 2026.
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.
Mirum reported third quarter 2026 product sales of $185.7 million, up from $133.0 million a year earlier, and raised its full-year 2026 net product sales guidance to $715 million to $720 million. The company swung to a third-quarter net loss of $40.8 million, or $0.87 per diluted share, from net income of $2.9 million a year earlier, as operating expenses rose to $245.5 million.
Q3 2026 revenue of $185.7 million versus $133.0 million in Q3 2025; LIVMARLI net product sales of $133.4 million, up 45%
Q3 2026 net loss of $40.8 million, or $0.87 per diluted share, versus net income of $2.9 million, or $0.05 per diluted share, in Q3 2025
Q3 2026 research and development expense of $107.9 million, including $13.5 million of acquired in-process research and development
Unrestricted cash, cash equivalents and investments of $500.5 million at September 30, 2026, up from $391.4 million at December 31, 2025
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.
NexPoint Residential Trust reported a wider third-quarter 2026 net loss and lower per-share Core FFO than a year earlier, while total revenues rose. The company also cut its 2026 guidance midpoints for Core FFO per diluted share and Same Store NOI, which lowers the outlook for shareholders.
Total revenues were $64.5 million for Q3 2026, up from $62.8 million; net loss attributable to common stockholders was $11.5 million, or $0.45 per diluted share, versus $7.8 million, or $0.31, in Q3 2025.
Core FFO was $0.52 per diluted share for Q3 2026, down from $0.70 a year earlier; Q3 Same Store NOI decreased 8.2% to $35.6 million.
2026 Core FFO per diluted share guidance midpoint was revised to $2.22 from $2.45; Same Store NOI growth midpoint was revised to -4.3% from -1.0%.
On October 26, 2026, the board authorized share repurchases of up to $150.0 million through October 26, 2028, and approved a $0.53 quarterly dividend payable December 31, 2026.
First Watch posted an investor presentation with annual growth targets through 2028, including total revenue growth of 10% to 13% and adjusted EBITDA growth of 15% or more. The company said rising interest rate risk and near-term cash benefits outweigh committing to specific unit growth rates in out years, and it expects positive free cash flow beginning in 2027.
Targets through 2028: same restaurant sales growth of 2% to 4%, total revenue growth of 10% to 13%, and adjusted EBITDA growth of 15% or more
Positive free cash flow expected beginning in 2027 and increasing each year after
On track to open approximately 55 systemwide restaurants in 2027
No longer committing to specific unit count growth rates in out years
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.
XPLR Infrastructure reported third-quarter 2026 net income attributable to the partnership of $51 million, compared with a loss of $37 million a year earlier, and adjusted EBITDA of $471 million. It now expects 2026 adjusted EBITDA in the lower half of its prior range and free cash flow before growth at or near the low end of its prior range, and it introduced 2027 expectations that are below its 2026 guidance.
Q3 2026 net income attributable to XPLR was $51 million, versus a loss of $37 million in Q3 2025; free cash flow before growth was $164 million, down from $179 million.
2026 adjusted EBITDA is now expected in the lower half of the prior $1.75 billion to $1.95 billion range.
2026 free cash flow before growth is now expected at or near the low end of the prior $600 million to $700 million range.
For 2027, the partnership expects adjusted EBITDA of $1.56 billion to $1.70 billion and free cash flow before growth of $525 million to $600 million.
Columbus McKinnon reported fiscal second-quarter 2027 results for the period ended September 30, 2026, with net sales up 107% to $539.3 million, driven mainly by the Kito Crosby acquisition. The company posted a GAAP net loss of $25.5 million, or $0.76 per diluted share, compared with net income of $4.6 million a year earlier, and raised its full-year fiscal 2027 guidance for net sales, adjusted EBITDA and adjusted EPS.
Net sales of $539.3 million, up from $261.0 million a year earlier, largely from the Kito Crosby acquisition that closed February 3, 2026
Net loss attributable to the company of $25.5 million, or $0.76 per diluted share, including $12.5 million of acquisition and integration expenses; adjusted EPS was $0.61, down $0.01
Fiscal 2027 guidance raised: net sales $2.13 billion to $2.17 billion (prior $2.09 billion to $2.15 billion); adjusted EBITDA $425 million to $440 million (prior $405 million to $420 million)
Adjusted EPS guidance raised to $2.00 to $2.15 from $1.90 to $2.10
Vital Farms reported a third-quarter net loss of $6.5 million, compared with net income of $16.4 million a year earlier, as net revenue fell 8.4% to $182.2 million. The company cut its fiscal 2026 net revenue outlook to around $730 million from $775 million to $800 million, moved its adjusted EBITDA outlook to a loss of around $15 million from a prior gain of $0 to $10 million, and withdrew its fiscal 2030 targets, which weighs on the outlook for shareholders.
Q3 net revenue of $182.2 million, down 8.4% year over year and up 9.7% from Q2 2026
Q3 net loss of $6.5 million, or $0.15 per diluted share, versus net income of $0.36 per diluted share a year earlier
Gross margin fell to 23.1% from 37.7%, driven by higher input and production costs and unfavorable sales mix
Fiscal 2026 outlook: net revenue around $730 million; adjusted EBITDA loss of around $15 million; capital expenditures of $70 million to $75 million reaffirmed
First Watch Restaurant Group reported third-quarter 2026 results with total revenues up 10.7% to $349.9 million and net income of $4.8 million, or $0.08 per diluted share, compared with $3.0 million, or $0.05, a year earlier. The company raised its full-year 2026 Adjusted EBITDA outlook to the high end of its previous guidance range, now about $136.0 million, which points to stronger profit growth for shareholders even though same-restaurant sales growth was modest at 1.0%.
Q3 2026 total revenues rose 10.7% to $349.9 million; Adjusted EBITDA rose to $39.7 million from $34.1 million
Same-restaurant sales grew 1.0% while same-restaurant traffic fell 1.9%
Restaurant level operating profit margin declined to 19.4% from 19.7%
Full-year 2026 outlook: Adjusted EBITDA of about $136.0 million, total revenue growth of about 13.5%, and 60 net new restaurants
Henry Schein reported third-quarter 2026 results for the quarter ended September 26, 2026, with net sales of $3.5 billion, up 4.0%, and GAAP diluted EPS of $1.06, up 26.2% from the prior year. The company raised its 2026 non-GAAP diluted EPS guidance to $5.50 to $5.56 from $5.29 to $5.39, and the Q3 results include a $0.19 per share net benefit from tariff refunds, which management says will not recur at that level for the rest of 2026.
Q3 2026 non-GAAP diluted EPS was $1.56, up 13.0%; excluding tariff refunds and prior-year remeasurement gains, growth was 19.1%
Full-year 2026 non-GAAP diluted EPS guidance raised to $5.50 to $5.56 from $5.29 to $5.39
Adjusted EBITDA growth guidance raised to high-single-digits from mid to high-single-digits
Q3 U.S. dental merchandise sales rose 8.6%; the company repurchased $125 million of stock in the quarter and had about $330 million authorized remaining
CarMax held a virtual Strategic Update on November 3, 2026, presenting a multi-year plan called Shift into GEAR and a financial framework through fiscal 2030. The company targets mid-single-digit used retail unit growth and mid-teens adjusted EPS growth, using fiscal 2026 adjusted EPS of $2.91 as the base, while maintaining a strong balance sheet and returning excess capital to shareholders. The filing contains targets rather than reported results, and it notes that Tier 2 lending expansion will pressure near-term auto finance income.
Targets mid-single-digit used retail unit CAGR and mid-teens adjusted EPS CAGR through fiscal 2030, using fiscal 2026 as the base
FY26 adjusted EPS of $2.91 is the base for the EPS CAGR target
Company expects $200 million run-rate savings exiting fiscal 2027 and plans CapEx of about $500 million per year starting in fiscal 2028
Tier 2 expansion is expected to pressure CarMax Auto Finance income in the near term due to upfront loss provisioning
Pfizer announced third-quarter 2026 revenues of $16.6 billion, matching the prior-year period operationally, while reporting adjusted diluted EPS of $0.87. Driven by solid performance in non-COVID and newly launched products, the company raised its full-year 2026 revenue guidance to a range of $62.0 to $64.0 billion and narrowed its adjusted diluted EPS guidance to $2.95 to $3.05. Shareholders also saw the appointment of Cecile Guegan as Chief Financial Officer and Executive Vice President.
Xenia reported a third-quarter net loss of $2.7 million, narrower than the $13.7 million loss a year earlier, while Adjusted EBITDAre rose 26.0% to $53.2 million. The company raised the midpoint of its full-year 2026 Adjusted EBITDAre guidance by $8 million and its Adjusted FFO per diluted share guidance by $0.09, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 net loss attributable to common stockholders was $2.7 million, or $0.03 per diluted share, versus $13.7 million, or $0.14, in Q3 2025.
Q3 Adjusted FFO per diluted share was $0.36, up 56.5%; Same-Property RevPAR rose 12.5% to $184.75.
Full-year 2026 Adjusted EBITDAre guidance is $278 million to $284 million; Adjusted FFO per diluted share guidance is $2.08 to $2.14.
Same-Property RevPAR was up approximately 8% in October 2025 compared with October 2025's prior-year period, per the company's estimate.
DuPont de Nemours, Inc. reported third-quarter 2026 net sales of $1.9 billion and GAAP EPS from continuing operations of $1.24, exceeding its prior guidance. Driven by organic growth and strong operating leverage, management raised its full-year 2026 financial guidance.
Net sales of $1.9 billion increased 4% year-over-year, with organic sales up 5%.
GAAP EPS from continuing operations was $1.24, and adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 guidance was raised to approximately $7.19 billion in net sales and $7.47 to $7.52 in adjusted EPS.
The company completed a $250 million accelerated share purchase in the third quarter of 2026.
Leidos Holdings, Inc. reported third quarter 2026 revenue of $4.63 billion and net income of $413 million, reflecting year-over-year revenue growth of 4%. Following strong quarterly performance, the company raised its full-year 2026 guidance for non-GAAP diluted EPS to a range of $12.50 to $12.70. Shareholders benefit from raised earnings expectations and increased quarterly cash dividends.
Revenues reached $4.63 billion for the third quarter ended October 2, 2026, up 4% year-over-year.
Non-GAAP diluted earnings per share grew 19% year-over-year to $3.62.
Full-year 2026 non-GAAP diluted EPS guidance was raised to $12.50 to $12.70.
Quarterly cash dividend was increased by 4.7% to $0.45 per share, payable on December 31, 2026.
Diversified Healthcare Trust reported a third quarter 2026 net loss of $50.2 million, or $0.21 per share, compared with a net loss of $164.0 million, or $0.68 per share, a year earlier. Total revenues fell to $367.7 million from $388.7 million, while Normalized FFO rose to $30.7 million, or $0.13 per share. The company lowered its full year 2026 Normalized FFO per share guidance to $0.46 to $0.52 from $0.56 to $0.62, and said the updated figures now include an estimated $29.3 million incentive management fee.
Q3 2026 net loss was $50.2 million, or $0.21 per share, versus $164.0 million, or $0.68 per share, in Q3 2025.
Total revenues were $367.7 million, down from $388.7 million a year earlier; Normalized FFO was $30.7 million, or $0.13 per share, versus $0.02 per share a year earlier.
Updated 2026 Normalized FFO per share guidance is $0.46 to $0.52, down from $0.56 to $0.62; Adjusted EBITDAre guidance is $275.7 million to $290.7 million, down from $300.0 million to $315.0 million.
Guidance now includes an estimated 2026 incentive management fee of $29.3 million, or $0.12 per share, which the company previously excluded.
ONE Gas reported third quarter 2026 adjusted net income of $33.5 million, or $0.53 per diluted share, up from $0.47 a year earlier, and raised its 2026 adjusted earnings per share guidance to $4.95-$5.01 from $4.89-$4.95. The board also declared a quarterly dividend of $0.68 per share, which shareholders of record on November 16, 2026 will receive on December 3, 2026. The guidance increase is the second raise this year, according to the company.
Q3 2026 GAAP net income was $31.2 million, or $0.49 per diluted share, versus $26.5 million, or $0.44, in Q3 2025
Year-to-date 2026 adjusted net income was $218.9 million, or $3.47 per diluted share, versus $3.00 a year earlier
2026 net income guidance raised to $313 million-$317 million from $310 million-$314 million
Quarterly dividend of $0.68 per share, payable December 3, 2026, to holders of record on November 16, 2026
Celanese reported third quarter 2026 net sales of $2.6 billion, up 6% from a year earlier, and adjusted earnings per share of $1.65 versus $1.34 a year earlier. The company raised its 2026 free cash flow outlook to $750 to $800 million and expects full-year 2026 adjusted earnings per share of approximately $6.00 to $6.25, which gives shareholders a clearer view of earnings and cash generation for the year.
Q3 2026 net sales $2.6 billion, up 6% year over year; U.S. GAAP diluted EPS $0.68 and adjusted EPS $1.65
Full-year 2026 adjusted EPS outlook of approximately $6.00 to $6.25; free cash flow outlook raised to $750 to $800 million
Agreement to sell an additional 19% of Nutrinova joint venture to Mitsui & Co. for about $152 million in cash, expected to close in Q4 2026
Investor Event scheduled for December 9, 2026 in Florence, Kentucky
Healthpeak Properties reported third quarter 2026 net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share. The company raised its full year 2026 FFO as Adjusted and same-store cash NOI guidance ranges while lowering its diluted EPS guidance due to acquisition-related depreciation. Shareholders also saw active leasing across outpatient medical and lab segments alongside strategic acquisitions.
Diluted net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share for the third quarter of 2026.
Raised full year 2026 diluted FFO as Adjusted per share guidance to a range of $1.76 to $1.78.
Janus Living reported third quarter revenue of $268 million, up 78% compared to the prior year quarter.
Net Debt to Adjusted EBITDAre was 4.7x for the quarter ended September 30, 2026.
BioMarin Pharmaceutical reported third-quarter 2026 total revenues of $1.025 billion, a 32% increase year-over-year, driven by contributions from acquired products including GALAFOLD and POMBILITI plus OPFOLDA. However, the company reported a GAAP net loss of $123 million due to acquisition-related expenses and IPR&D charges, and lowered its full-year 2026 Non-GAAP Diluted EPS guidance to a range of $2.80 to $3.10.
Third-quarter 2026 total revenues rose 32% year-over-year to $1.025 billion.
GAAP net loss widened to $123 million for the third quarter ended September 30, 2026, compared to a net loss of $31 million a year earlier.
Full-year 2026 Non-GAAP Diluted EPS guidance was revised to between $2.80 and $3.10, down from prior expectations.
The FDA set a PDUFA target action date of May 30, 2027, for VOXZOGO in hypochondroplasia.
Realty Income reported third-quarter 2026 net income available to common stockholders of $403.9 million, or $0.43 per share, alongside an increase in Adjusted Funds from Operations to $1.12 per share. Driven by strong operating performance and robust investment activity, the company raised its full-year 2026 AFFO per share guidance to $4.45 to $4.46.
Net income available to common stockholders reached $403.9 million, or $0.43 per share, for the third quarter ended September 30, 2026.
Adjusted Funds from Operations rose 3.7% to $1.12 per share compared to the third quarter of 2025.
The company invested $2.6 billion during the quarter at an initial weighted average cash yield of 6.8%.
Full-year 2026 AFFO per share guidance was raised to a range of $4.45 to $4.46.
V2X reported third-quarter 2026 revenue of $1.27 billion, up 9% year-over-year, and net income of $32.0 million, up 30%. The company raised its full-year 2026 guidance across revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 diluted EPS was $1.01, up 32% year-over-year; adjusted diluted EPS was $1.64, up 19%
Adjusted EBITDA was $88.6 million with a 7.0% margin, versus 7.3% a year earlier
2026 revenue guidance raised to $4,950 million-$5,100 million from $4,875 million-$5,025 million; adjusted diluted EPS guidance raised to $6.15-$6.55 from $5.90-$6.30
Net debt was $811.7 million at quarter end, down $140.3 million year-over-year
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.
Dauch Corporation preliminarily reported a third-quarter 2026 net loss attributable to Dauch of $42 million to $47 million and Adjusted EBITDA of $355 million to $360 million, ahead of full results due November 6, 2026. It lowered its full-year 2026 Adjusted EBITDA target to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion, citing production volatility, rising inflation and higher energy costs, while raising its full-year sales target. The lower profit outlook matters to shareholders because it reduces expected earnings for the year.
Q3 2026 net loss attributable to Dauch expected at $42 million to $47 million; Adjusted EBITDA expected at $355 million to $360 million.
Full-year 2026 Adjusted EBITDA target cut to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion.
Full-year 2026 sales target raised to $10.8 billion to $10.875 billion from $10.6 billion to $10.8 billion, including metal market pass-throughs.
Full third-quarter results and conference call scheduled for 10:00 a.m. ET on November 6, 2026.
OmniAb reported third-quarter 2026 revenue of $4.0 million, up from $2.2 million a year earlier, and a net loss of $15.7 million, or $0.12 per share, narrowed from $16.5 million, or $0.14 per share. The company raised its full-year 2026 revenue guidance and its year-end cash outlook, which may matter to shareholders because the figures point to higher revenue and a smaller loss than in the prior-year period.
Q3 2026 revenue was $4.0 million versus $2.2 million in Q3 2025; net loss was $15.7 million, or $0.12 per share, versus $16.5 million, or $0.14 per share.
2026 revenue guidance is now $35 million to $39 million, up from $32 million to $36 million previously.
Year-end 2026 cash and cash equivalents outlook is $53 million to $57 million, up from $49 million to $53 million.
In Q3 2026, OmniAb entered a collaboration and license agreement with Eli Lilly and Company eligible for up to $370 million in milestone payments, plus royalties.
Gates Industrial reported third-quarter 2026 net sales of $903.6 million, up 5.6%, with diluted earnings per share of $0.34 versus $0.31 a year earlier and adjusted earnings per share of $0.47 versus $0.39. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, which benefits shareholders if the outlook is met.
Q3 net sales were $903.6 million, up 5.6%, with core sales up 5.5%.
Diluted EPS was $0.34 versus $0.31; adjusted EPS was $0.47 versus $0.39.
Adjusted EBITDA was $215.4 million, a 23.8% margin versus 22.9% a year earlier.
2026 adjusted EBITDA guidance is $809 million to $823 million (prior $800 million to $830 million); adjusted EPS guidance is $1.66 to $1.72 (prior $1.62 to $1.70).
Kite Realty Group Trust furnished a Q3 2026 investor presentation under Regulation FD. The company reported Q3 NAREIT FFO of $0.53 and Core FFO of $0.52, and its bridge shows the 2026 FFO guidance midpoint moving from $2.09 to $2.10 for both measures, with a range of $2.08 to $2.12. For shareholders, the filing shows a modest guidance increase alongside 3.6% same property NOI growth.
Q3 2026 NAREIT FFO was $0.53 and Core FFO was $0.52
2026 NAREIT and Core FFO guidance range is $2.08 to $2.12, with a midpoint of $2.10, up from a previous midpoint of $2.09
Same property NOI growth was 3.6% in Q3 2026, and the company expects 3.4% to 3.9% for 2026
Net debt to adjusted EBITDA was 5.2x, and Fitch upgraded the company to BBB+ in September 2026
nVent Electric plc announced third-quarter 2026 results featuring record sales of $1.5 billion and raised its full-year guidance for sales and earnings per share. Shareholders benefited from double-digit organic sales growth across all verticals and a regular cash dividend of $0.21 per share.
Reported net sales reached $1.5 billion in Q3 2026, representing a 44 percent increase.
Reported EPS was $1.23, up 68 percent, while adjusted EPS rose to $1.52.
Full-year 2026 reported sales growth guidance was raised to a range of 48 to 49 percent.
FMC reported third-quarter 2026 revenue of $106 million, down from $542 million a year earlier, and a GAAP net loss of $2.07 billion, or $15.54 per diluted share. The company attributed about $639 million of the revenue hit and about $672 million of the Adjusted EBITDA hit to commercial actions announced October 15, 2026, and lowered its fourth-quarter and full-year outlook, which matters to shareholders because it reduces expected earnings and free cash flow.
Q3 2026 revenue was $106 million versus $542 million in Q3 2025; commercial actions reduced revenue by about $639 million.
Q3 Adjusted EBITDA was negative $559 million versus $236 million a year earlier; GAAP net loss was $2.07 billion.
Q4 2026 Adjusted EBITDA is now forecast at $210 million to $230 million, a 22 percent decline at the midpoint; Q4 Adjusted EPS at $0.56 to $0.70.
Full-year 2026 free cash flow is now expected to be negative $350 million to negative $150 million.
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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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