Each material 8-K filed by an S&P 1500 company, read and summarized: what happened, the key numbers, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). This page lists the last 45 days; every brief stays on its company's 8-K page (1506 companies, A–Z).
Telephone and Data Systems reported third quarter 2026 total operating revenues of $306.7 million, down from $308.5 million a year earlier, and net income attributable to TDS common shareholders of $29.6 million from continuing operations, compared with $40.2 million. The company lowered TDS Telecom's 2026 revenue, Adjusted OIBDA and Adjusted EBITDA guidance, raised its capital expenditure estimate, and its board approved an incremental $250 million share repurchase authorization.
Q3 2026 diluted EPS from continuing operations was $0.26, versus $0.33 in Q3 2025; total operating revenues were $306.7 million versus $308.5 million.
TDS Telecom 2026 revenue guidance was cut to $990 million to $1,010 million from $1,000 million to $1,025 million; Adjusted OIBDA guidance was cut to $280 million to $300 million from $300 million to $320 million.
TDS Telecom capital expenditure guidance was raised to approximately $750 million from $625 million to $675 million.
The board approved an incremental $250 million share repurchase authorization; TDS repurchased about 6 million shares in the quarter at an average price of $36.65.
Encompass Health said its Sea Pines Rehabilitation Hospital in Melbourne, Florida, remains closed indefinitely after torrential rains on Nov. 1-2, 2026 caused flooding and substantial damage. The company reaffirmed its full-year 2026 guidance, which it said excludes closure-related costs and insurance proceeds from non-GAAP measures, but the closure removes a 90-bed facility from its operations while the joint venture evaluates repair or replacement options.
Sea Pines is a 90-bed hospital owned by a joint venture between Encompass Health and Holmes Regional Medical Center, a subsidiary of Health First.
For the first nine months of 2026, Sea Pines had net operating revenue of approximately $44 million and contributed approximately $14 million to Adjusted EBITDA.
Full-year 2026 guidance was reaffirmed: net operating revenue of $6,450 million to $6,500 million, Adjusted EBITDA of $1,395 million to $1,415 million, and adjusted EPS of $6.23 to $6.37.
All patients were evacuated safely, and the joint venture is in discussions with its partner on the path forward for reopening.
Ziff Davis reported unaudited third quarter 2026 results, with revenue down 5.6% from a year earlier and a swing to an operating loss of $33.6 million, including a $29.6 million goodwill impairment. Adjusted diluted EPS was $1.39 versus $1.40 a year earlier, and the company repurchased $92.0 million of its shares during the quarter. The company will discuss the results on a call on November 6, 2026.
Revenue was $289.3 million versus $306.5 million in Q3 2025; adjusted EBITDA was $82.2 million versus $97.8 million.
Net loss from continuing operations was $28.7 million, or $0.85 per diluted share, compared with a loss of $16.0 million, or $0.39 per share, in Q3 2025.
Adjusted diluted EPS was $1.39 compared with $1.40 a year earlier.
Share repurchases totaled $92.0 million in Q3 2026 and approximately $265 million for the first three quarters of 2026.
Brighthouse Financial reported third quarter 2026 net income available to shareholders of $302 million, or $5.21 per diluted share, down from $453 million, or $7.89 per share, a year earlier. Adjusted earnings fell to $527 million, or $9.12 per share, from $970 million, or $16.87 per share, though the company said its annual actuarial review added $314 million of net favorable notable items. The company also said regulatory approvals for the pending $70.00 per share Aquarian Capital acquisition are not expected before the December 6, 2026 Outside Date, and the parties are discussing an extension.
Net income available to shareholders was $302 million, or $5.21 per diluted share, versus $453 million, or $7.89 per share, in the third quarter of 2025.
Adjusted earnings, less notable items, were $213 million, or $3.68 per diluted share, versus $261 million, or $4.54 per share, a year earlier.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities, with annuity sales down 12% quarter-over-quarter.
The merger agreement's Outside Date is December 6, 2026; the company and Aquarian Capital are discussing an extension, with no assurance of agreement.
Assured Guaranty reported third quarter 2026 net income attributable to the company of $78 million, or $1.75 per diluted share, down from $105 million, or $2.18, a year earlier. Adjusted operating income also declined, to $86 million, or $1.94 per share, from $124 million, or $2.57, in third quarter 2025, so the headline profit measures fell year over year for shareholders.
Net income attributable to AGL was $78 million, or $1.75 per diluted share, versus $105 million, or $2.18, in third quarter 2025.
Adjusted operating income was $86 million, or $1.94 per share, versus $124 million, or $2.57, a year earlier.
Shareholders' equity per share fell to $122.91 at September 30, 2026 from $125.32 at December 31, 2025, while adjusted book value per share rose to $192.60 from $186.43.
Third quarter capital returned to shareholders was $27 million, including $10 million of share repurchases and $17 million of dividends.
Dentsply Sirona reported third-quarter 2026 net sales of $836 million, down 7.6% from $904 million a year earlier, and adjusted EPS of $0.29, down 29.4% from $0.42. GAAP results improved from a year earlier, when large impairment charges produced a $427 million net loss attributable to the company, but the company's cash flow weakened and it updated its 2026 outlook to approximately $3.5 billion in net sales and adjusted EPS of $1.20 to $1.30.
Net sales were $836 million, down 7.6% as reported and down 7.0% in constant currency.
GAAP diluted loss was $0.01 per share, compared with a $2.14 loss per share a year earlier; adjusted EPS was $0.29 versus $0.42.
The 2026 outlook calls for approximately $3.5 billion in net sales and adjusted EPS of $1.20 to $1.30, excluding a $0.17 one-time benefit from tariff refunds.
Operating cash flow was $32 million versus $79 million, and free cash flow was $0 million versus $40 million; the company repurchased shares for approximately $13 million.
Yelp reported third-quarter 2026 results on November 5, 2026, with net revenue of $371 million, down 1% from a year earlier, and net income of $35 million, down 12%. Diluted earnings per share rose to $0.63 from $0.61, and adjusted EBITDA fell 6% to $92 million. Yelp also updated its 2026 outlook to net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million, but the filing does not state the prior outlook, so the direction of the change cannot be determined.
Net revenue was $371 million, down 1% from $376 million, and $1 million above the high end of the company's third-quarter outlook range.
Net income was $35 million, versus $39 million a year earlier; diluted EPS was $0.63, versus $0.61.
Adjusted EBITDA was $92 million, down 6% from $98 million, with a 25% margin.
For 2026, Yelp expects net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million.
Wynn Resorts reported third quarter 2026 operating revenues of $1.69 billion and net income of $17.3 million, down from $1.83 billion and $88.3 million in the prior-year period. The company also declared a cash dividend of $0.25 per share payable on November 30, 2026.
Operating revenues decreased to $1.69 billion for Q3 2026 from $1.83 billion in Q3 2025.
Net income attributable to Wynn Resorts fell to $17.3 million, or $0.17 per diluted share.
Board of directors declared a cash dividend of $0.25 per share, payable on November 30, 2026.
Life-to-date cash contributions to the Wynn Al Marjan Island development reached $1.12 billion.
Cogent Communications reported third-quarter 2026 service revenue of $231.2 million, down 1.8% from the second quarter and down 4.4% from a year earlier, and a net loss of $(0.62) per share. The company's board suspended its quarterly dividend on November 4, 2026, which removes a cash return for shareholders. Adjusted EBITDA rose 3.9% sequentially to $73.9 million, but the second quarter included a $130.7 million gain on a sale of data centers, so the sequential EPS comparison is distorted.
Service revenue was $231.2 million for Q3 2026, versus $235.6 million for Q2 2026 and $241.9 million... see note: Q3 2025 service revenue was not stated as a figure in the release text, so use only the reported percentage decline of 4.4% ye
Basic net loss per share was $(0.62) for Q3 2026, compared with basic net earnings of $1.39 in Q2 2026 and a basic net loss of $(0.87) in Q3 2025.
EBITDA, as adjusted, was $73.9 million, up 3.9% from Q2 2026, with a margin of 32.0%.
The Board voted on November 4, 2026 to suspend the dividend program.
Wendy's board adopted a stockholder rights plan on November 4, 2026, after an Investor Group led by Trian made an unsolicited, non-binding proposal on October 28, 2026 to acquire the shares it does not own for $7.35 per share in cash. The independent committee unanimously rejected that proposal, saying it substantially undervalues the company. The filing says the plan is meant to give the board time to act and is not intended to deter fair offers, but it may make takeovers not approved by the board more difficult.
Investor Group proposal of $7.35 per common share in cash, made October 28, 2026, was unanimously rejected by the independent committee.
Rights plan issues one right per common share to holders of record on November 16, 2026; rights become exercisable if a person or group acquires 15% or more without board approval.
Each right can buy one one-thousandth of a Series A preferred share at $37.00, and the rights expire November 3, 2027 unless redeemed earlier.
The Investor Group rejected the company's offer to enter into a customary standstill agreement.
Wendy's reported third-quarter 2026 results for the quarter ended September 27, 2026, with total revenues of $547.0 million, down 0.5%, and net income of $15.1 million, down 65.9% from a year earlier. The company also launched its multi-year Dave's Way strategy and signed a letter of intent to acquire up to 163 restaurants from Meritage Hospitality Group, subject to a definitive agreement and court approval. The profit decline matters to shareholders because diluted earnings per share fell to $0.08 from $0.23, and the company did not repurchase shares in the quarter.
Diluted EPS was $0.08 versus $0.23 a year earlier; adjusted EPS was $0.13 versus $0.24.
Global systemwide sales fell 5.9%, and U.S. same-restaurant sales fell 5.7%.
Adjusted EBITDA was $113.4 million, down 17.8%; year-to-date free cash flow was $174.2 million.
No shares were repurchased in the third quarter; about $35.0 million remains under an authorization expiring in February 2027. A quarterly dividend of $0.07 per share is payable December 15, 2026.
Tripadvisor reported third-quarter 2026 revenue of $436.4 million, down 11% year-over-year, and a GAAP net loss of $316.9 million, driven mainly by a $369.5 million non-cash goodwill impairment in its Hotels and Other segment. The company also closed the sale of TheFork on November 1, 2026 for approximately $741.0 million in net cash, and management expects to prioritize reducing long-term debt; a restructuring plan is expected to yield about $40 million in annualized gross savings.
Revenue was $436.4 million, down 11% from $490.8 million; Experiences fell 3% and Hotels and Other fell 23%.
GAAP net loss was $316.9 million, or $(2.70) per diluted share, including the $369.5 million goodwill impairment.
Non-GAAP net income was $43.4 million, or $0.37 per diluted share, down 36% from $0.58 a year earlier.
TheFork sale closed November 1, 2026 for approximately $741.0 million net cash; restructuring costs are estimated at $15 million to $20 million, mainly in Q4 2026.
Astec Industries reported third quarter 2026 net sales of $352.4 million, up 0.7%, but a net loss attributable to controlling interest of $12.2 million, or $(0.53) per diluted share, compared with a loss of $(0.18) a year earlier. The company cut its full year 2026 Adjusted EBITDA guidance to $140 million to $150 million from $160 million to $175 million, citing a pause in orders and inflationary headwinds, which lowers the earnings outlook for shareholders.
Q3 2026 net sales were $352.4 million, up 0.7% from $350.1 million a year earlier
Q3 net loss attributable to controlling interest was $12.2 million; Adjusted EPS was $(0.01) versus $0.47 a year earlier
Full year 2026 Adjusted EBITDA guidance revised to $140 million to $150 million from $160 million to $175 million
Backlog rose 49.2% to $670.5 million; Q3 Adjusted EBITDA was $18.9 million versus $27.1 million
Papa Johns reported third quarter 2026 results, with total revenues of $454.8 million, down 10.5% from the prior year, and diluted earnings per share of $0.09 versus $0.13. The company also lowered its 2026 outlook, now expecting adjusted EBITDA of approximately $175 million, down from $180 million to $190 million, and global system-wide restaurant sales down about 5%, versus a prior decline of 2% to 4%. For shareholders, the weaker sales and lower profit outlook show continued pressure, and the company is funding a new marketing framework that increases local marketing investment by franchisees.
Q3 total revenues were $454.8 million versus $508.2 million; net income was $3.3 million versus $4.5 million.
Q3 adjusted EBITDA was $38.1 million versus $47.8 million; adjusted diluted EPS was $0.16 versus $0.32.
2026 adjusted EBITDA guidance is now approximately $175 million, from $180 million to $190 million.
North America comparable sales fell 8.3% in Q3; full-year North America comparable sales are now expected to decline about 8%.
United Parks & Resorts reported third-quarter 2026 results, with total revenue of $506.5 million, down 1.1%, and net income of $80.0 million, down 10.5% from the third quarter of 2025. Attendance fell 4.7% to 6.5 million guests, which the company attributed to weather, calendar effects, lower international visitation and a planned reduction in promotional admissions. Diluted earnings per share rose to $1.74 from $1.61, and the filing contains no updated financial guidance.
Q3 2026 total revenue was $506.5 million, down $5.4 million or 1.1% from Q3 2025.
Q3 2026 net income was $80.0 million, down 10.5%, while diluted EPS rose to $1.74 from $1.61.
Q3 2026 attendance was 6.5 million guests, down 4.7%, while total revenue per capita rose 3.8% to $78.29.
First nine months 2026 net income was $109.2 million, down 28.8%, and Adjusted EBITDA was $458.6 million, down 6.4%.
Ingredion reported third quarter 2026 diluted EPS of $2.23, down from $2.61 a year earlier, and net sales of $1.79 billion, down 1%. Reported operating income fell 19% to $201 million. The company lowered its full-year 2026 outlook, citing a slower recovery at its Argo facility, higher input costs and softer demand, which points to lower earnings for shareholders.
Q3 2026 reported diluted EPS was $2.23 versus $2.61 in Q3 2025; adjusted diluted EPS was $2.28 versus $2.75.
Full-year 2026 reported diluted EPS guidance is now $8.04 to $8.49; adjusted diluted EPS guidance is now $9.25 to $9.70.
Food & Industrial Ingredients – U.S./CAN operating income is now expected to be down 35% to 40% for 2026, driven by operating costs at Argo.
Full-year 2026 cash from operations is now expected to be $650 million to $750 million.
Walker & Dunlop reported a third-quarter 2026 net loss of $37.3 million, or $1.15 per diluted share, driven mainly by charges tied to the accelerated resolution of legacy loan repurchases and indemnifications. Total revenues fell 12% from the prior-year quarter to $298.4 million, and adjusted core EPS declined 25% to $0.92, a non-GAAP measure. The company says the GSE investigations are now complete and it plans to exit the remaining repurchased assets by early 2027.
Net loss of $37.3 million and diluted loss per share of $1.15 for Q3 2026, reflecting repurchase-related charges
Total revenues of $298.4 million, down 12% from Q3 2025; adjusted core EPS of $0.92, down 25%
Segment results include $63 million of repurchase-related charges, including $56 million of non-cash valuation adjustments
Board declared a $0.68 per share dividend for Q4 2026, payable December 4, 2026, to holders of record as of November 20, 2026
Ellington Financial reported net income attributable to common stockholders of $40.4 million, or $0.31 per share, for the quarter ended September 30, 2026, down from $54.4 million, or $0.43 per share, in the second quarter. Adjusted Distributable Earnings were $58.0 million, or $0.45 per share, and book value per common share was $13.53, which the company said exceeded its $0.39 quarterly dividend in adjusted earnings. For shareholders, the lower GAAP profit reflected a sharp drop in Longbridge segment earnings and losses in Corporate/Other.
Net income attributable to common stockholders was $40.4 million, or $0.31 per share, versus $54.4 million, or $0.43 per share, in Q2 2026.
Adjusted Distributable Earnings were $58.0 million, or $0.45 per share; the investment portfolio segment contributed $77.6 million.
Longbridge segment net income fell to $12.5 million from $30.2 million in the second quarter.
Issued $150 million of 7.375% senior unsecured notes due 2030 in September, bringing the series to $550 million outstanding.
Universal Corporation reported results for the quarter ended September 30, 2026. Sales fell 18% to $621.8 million, and diluted earnings per share were $0.50 versus $1.36 a year earlier, as tobacco shipments were delayed by the market cycle. Management said shipments are forecast to be heavily weighted to the second half of fiscal 2027.
Quarterly sales of $621.8 million, down 18% from $754.2 million; operating income of $42.6 million, down 37%
Diluted EPS of $0.50 versus $1.36; adjusted diluted EPS (non-GAAP) of $0.39 versus $1.36
Uncommitted tobacco inventory was 19% at September 30, 2026, within the company's target range
Total debt rose to $1.20 billion and net debt (non-GAAP) to $1.15 billion, up $82.3 million from a year earlier
Genworth reported a third-quarter 2026 net loss of $41 million, or $0.11 per diluted share, compared with net income of $116 million a year earlier. Adjusted operating income excluding the Closed Block was $102 million, or $0.27 per diluted share, down from $113 million a year earlier, and the company authorized a new $500 million share repurchase program.
GAAP net loss of $41 million ($0.11 per diluted share) versus net income of $116 million ($0.28) in Q3 2025 and $47 million in Q2 2026
Adjusted operating income excluding Closed Block was $102 million ($0.27 per share), versus $113 million ($0.28) a year earlier
Closed Block adjusted operating loss of $146 million, driven by a $111 million pre-tax A/E loss from lower terminations and higher benefit utilization
Enact adjusted operating income of $132 million; Genworth repurchased $80 million of shares in the quarter and announced a new $500 million authorization
Western Union reported third-quarter 2026 revenue of $1.0 billion, down 2% from the prior year, and GAAP earnings per share of $0.25, down from $0.43. Adjusted EPS was $0.42, down from $0.47, as lower revenue, a higher GAAP tax rate and $37.3 million of Beyond efficiency program costs weighed on results. The company also updated its full-year 2026 outlook, which assumes the pending Intermex acquisition closes on November 10, 2026, and the merger still awaits reinstatement of California regulatory approval.
Q3 2026 GAAP revenue was $1.0 billion, down 2%; adjusted revenue declined 1%
GAAP EPS was $0.25 versus $0.43 a year earlier; adjusted EPS was $0.42 versus $0.47
Full-year 2026 EPS outlook is $1.28 to $1.38; revenue outlook is 0% to 1% including Intermex and (2)% to (1)% excluding it
The Intermex merger remains subject to reinstatement of the California DFPI's approval and can be terminated if not completed by November 10, 2026
MarineMax reported fiscal fourth-quarter revenue of $520.1 million, down from $552.2 million a year earlier, with a GAAP net loss of $13.0 million, or $0.59 per share, versus a $0.9 million loss a year earlier. Gross margin rose to 37.4%, but higher acquisition-related costs pushed SG&A up, and the company will not hold a call or give fiscal 2027 guidance because of its pending sale to Safe Harbor for $53.00 per share in cash.
Q4 revenue was $520.1 million versus $552.2 million, with lower boat sales partly offset by marinas and parts and service.
Q4 net loss attributable to MarineMax was $13.0 million, or $0.59 per share; adjusted net loss was $1.8 million, or $0.08 per share.
Full-year revenue was $2.2 billion; full-year adjusted diluted earnings per share were $0.58, versus $0.42 in fiscal 2025.
Safe Harbor will acquire MarineMax for $53.00 per share in cash, an enterprise value of about $1.5 billion, expected to close by the end of calendar 2026.
Perrigo reported third-quarter 2026 net sales of $989 million, down 5.2% from a year earlier, and a GAAP net loss of $27.5 million. The company cut its Core full-year 2026 adjusted EPS outlook to $2.15 to $2.35 from $2.25 to $2.55, citing softer consumer demand, retailer inventory positioning and Europe. It also agreed to sell its Infant Formula business for up to $175 million and expects a $275 million to $375 million impairment loss in the fourth quarter.
All In adjusted diluted EPS was $0.60 versus $0.80 a year earlier, down 25.0%; Core adjusted EPS was $0.61, down 9.0%.
Full-year 2026 Core adjusted EPS outlook is $2.15 to $2.35, down from $2.25 to $2.55; All In outlook is $2.25 to $2.45, up from $2.00 to $2.30 and reflects the Infant Formula divestiture.
Infant Formula sale carries $40 million in upfront cash at closing plus up to $135 million contingent on net sales milestones through 2030.
Expected impairment loss of $275 million to $375 million to be recognized in the fourth quarter of 2026.
Primoris reported third-quarter 2026 revenue of $2.0 billion, down 10.4% from a year earlier, and net income of $51.3 million, or $0.95 per diluted share, versus $1.73 in the third quarter of 2025. The decline was mainly due to lower renewables activity in the Energy segment, and the company updated its full-year 2026 guidance while also declaring a dividend and authorizing a $250 million share purchase program.
Q3 2026 revenue was $2.0 billion, down 10.4%; Energy segment revenue fell 17.6%.
Diluted EPS was $0.95 versus $1.73; adjusted diluted EPS was $1.20 versus $1.88.
Full-year 2026 diluted EPS guidance is $1.20 to $1.35; adjusted EPS guidance is $2.10 to $2.25.
Board declared a $0.08 per share dividend payable about January 15, 2027, and authorized a $250 million buyback with no expiration date.
Mosaic reported a third-quarter 2026 net loss of $72 million, or $0.23 per diluted share, compared with net income of $411 million, or $1.29 per share, a year earlier. Net sales fell to $3.1 billion from $3.5 billion, and adjusted EBITDA dropped to $324 million from $806 million, mainly on lower sales volumes and higher raw material costs in phosphate and Mosaic Fertilizantes. For shareholders, the results show a much weaker quarter, with the company citing expected improvement in fourth-quarter free cash flow.
Q3 2026 net loss of $72 million versus net income of $411 million in Q3 2025; diluted loss per share of $0.23 versus earnings of $1.29
Net sales of $3.1 billion versus $3.5 billion a year earlier; operating loss of $97 million
Phosphate operating loss of $194 million; Potash operating earnings of $189 million, down from $229 million
Full-year 2026 potash production now expected to be 8.6 million tonnes; fourth-quarter potash sales volumes expected at 2.3 to 2.6 million tonnes
Fortune Brands reported third quarter 2026 net sales of $1.1 billion, down 3.1% from a year earlier, and GAAP diluted EPS of $0.42 after a $73.8 million asset impairment charge. EPS before charges and gains rose 4.6% to $1.14, helped by a $0.28 net tax benefit and $0.14 of net tariff refunds. The company cut its full-year 2026 EPS before charges and gains guidance to $3.20 to $3.30, from a prior midpoint of $3.37, as it sells Fiberon, exits its China business and reduces its EMEA footprint.
Q3 2026 net sales were $1.1 billion, down 3.1%; GAAP operating income was $60.4 million, down 52.0%.
Full-year 2026 EPS before charges and gains guidance is $3.20 to $3.30, versus a prior midpoint of $3.37.
Full-year 2026 net sales guidance is $4,205 million to $4,275 million.
The company entered a purchase agreement to sell Fiberon, exits China commercial operations by Q3 2027, and expects $70 million of annualized SG&A savings by Q1 2027.
QuidelOrtho reported third-quarter 2026 revenue of $619 million, down 12% from the prior year, and a GAAP net loss of $54 million, or $0.78 per diluted share. The company lowered its top-end 2026 guidance for adjusted diluted EPS to $0.65 to $0.70 from $0.65 to $0.90, and launched a restructuring program it expects to save over $80 million a year in 2027, with $30 million to $35 million in one-time charges in the fourth quarter of 2026.
Q3 2026 revenue $619 million, down 12%; Point of Care revenue fell 27% on a softer respiratory season
Q3 GAAP net loss $54 million ($0.78 per share); adjusted diluted EPS $0.31
2026 guidance: revenue $2.52 to $2.54 billion; adjusted EBITDA $540 to $545 million; adjusted EPS $0.65 to $0.70 (previously $0.65 to $0.90)
Effective November 9, 2026, Chief Operations Officer Phil McLellan's role is eliminated; Jonathan Siegrist and Bryan Hanson named heads of the two new businesses
Skyworks reported fiscal fourth-quarter 2026 results for the period ended October 2, 2026, with revenue of $1,045.7 million, down from $1,100.2 million a year earlier, and GAAP diluted EPS of $0.15 versus $0.94. The company completed its Qorvo combination after the quarter ended, and its December-quarter revenue outlook of $1.80 billion to $1.90 billion, with non-GAAP EPS of $1.25 at the midpoint, is the first guidance for the combined company. Shareholders face lower reported profit and a larger share count and interest cost ahead, with the company targeting $500 million or more in annual cost synergies within 24 to 36 months of close.
Q4 revenue $1,045.7 million vs $1,100.2 million a year earlier; non-GAAP diluted EPS $1.28 vs $1.76
Fiscal 2026 revenue $3.96 billion vs $4.09 billion; GAAP diluted EPS $1.14 vs $3.08
December-quarter revenue outlook $1.80 billion to $1.90 billion; non-GAAP EPS of $1.25 at midpoint on about 241 million diluted shares
Restructuring, impairment and other charges of $82.1 million in the fourth quarter
Avis Budget Group reported third quarter 2026 revenue of $3.4 billion, down 2% from a year earlier, and net income attributable to the company of $183 million, down 49%. Adjusted EBITDA fell 8% to $513 million, and diluted earnings per share were $5.15 versus $10.11 a year earlier, though the company said Americas vehicle utilization hit a third-quarter record.
Q3 revenue $3.4 billion ($3,436 million) vs. $3,519 million in Q3 2025; Adjusted EBITDA $513 million vs. $559 million
Diluted EPS $5.15 vs. $10.11 a year earlier; net income attributable to the company $183 million vs. $359 million
Total Company vehicle utilization 74.0%, up 2.0 points; Americas utilization 74.1%, both third-quarter record highs
Received $650 million from Pentwater Capital Management settlement on October 5, to be recognized in Q4; redeeming remaining $350 million of 5.750% Senior Notes due 2027
Otter Tail reported third-quarter 2026 diluted earnings per share of $1.41, down from $1.86 a year earlier, and net income of $59.5 million, down from $78.3 million. Total operating revenues were $320.5 million, down from $325.6 million, with the Plastics segment's lower prices and volumes the main drag. The company kept the midpoint of its 2026 GAAP diluted EPS guidance and narrowed the range to $3.89 to $4.19.
Q3 2026 diluted EPS was $1.41 versus $1.86 in Q3 2025; net income was $59.5 million versus $78.3 million.
Plastics segment net income fell 33.4% to $29.0 million, driven by lower sales prices and volumes; Manufacturing sales volumes rose 13%.
2026 GAAP diluted EPS guidance is $3.89 to $4.19, narrowed from $3.84 to $4.24; the adjusted range is $5.73 to $6.03.
The Board declared a quarterly dividend of $0.5775 per share, payable December 10, 2026 to holders of record on November 13, 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.
Marzetti reported fiscal first-quarter results for the three months ended September 30, 2026. Net sales fell 2.4% to $481.5 million, operating income fell $17.8 million to $41.4 million, and diluted earnings per share were $1.07, down from $1.71 a year earlier. The company cited the cyclospora outbreak, higher diesel and freight costs, and Atlanta plant commissioning costs, while the Bachan's acquisition added $17.8 million in sales.
Consolidated net sales declined 2.4% to $481.5 million; excluding $10.7 million of prior-year temporary supply agreement sales, they declined 0.3%.
Gross margin fell 110 basis points to 23.0%, and SG&A expenses rose $10.9 million to $69.3 million.
Net income was $29.3 million, or $1.07 per diluted share, versus $47.2 million, or $1.71, last year; adjusted diluted EPS was $1.14 versus $1.74.
Quarterly cash dividend per share rose to $1.00 from $0.95 a year earlier.
Versant Media Group reported third-quarter 2026 revenue of $1,594 million, down 4.2% from $1,663 million a year earlier, and net income attributable to Versant of $47 million, down from $80 million. Adjusted EBITDA fell 20.9% to $353 million, though the company reaffirmed its full-year revenue and Adjusted EBITDA outlook and expects free cash flow to exceed its prior $1.0 billion to $1.2 billion forecast.
Q3 revenue $1,594 million vs. $1,663 million a year earlier; Platforms revenue rose 9.6% to $245 million, while linear distribution fell 5.8%.
Q3 Adjusted EBITDA $353 million vs. $445 million; net income attributable to Versant $47 million vs. $80 million.
2026 outlook reaffirmed: total revenue $6.2 billion to $6.45 billion and Adjusted EBITDA $1.90 billion to $2.05 billion.
Board declared a quarterly dividend of $0.375 per share, payable January 25, 2027; a further $100 million accelerated share repurchase is expected to begin November 4, 2026.
Alamo Group reported third-quarter 2026 net sales of $403.1 million, down 4.0%, and GAAP net income of $2.0 million, or $0.17 per diluted share, versus $25.4 million, or $2.10, a year earlier. Results include $33.3 million of net pre-tax charges tied to the sale and wind-down of several businesses, including Dixie Chopper and Boxer, and the company also completed its $158.7 million acquisition of Econ Engineering Group on October 27, 2026.
Q3 2026 net sales were $403.1 million, down 4.0% from $420.0 million; adjusted diluted EPS was $2.06 versus $2.34 a year earlier.
Net income was $2.0 million versus $25.4 million in Q3 2025, including $33.3 million of net pre-tax divestiture charges.
Industrial Equipment Division adjusted EBITDA margin fell to 13.4% from 15.5%, while Vegetation Management margin rose to 12.5% from 9.7%.
Econ Engineering Group, a U.K. roadway maintenance truck maker, was acquired on October 27, 2026 for £120.0 million ($158.7 million), funded with revolver borrowings; backlog at September 30, 2026 was $521.3 million versus $618.3 million a
Inspire Medical Systems reported third-quarter 2026 revenue of $206.7 million, down 7.9% from a year earlier, and a net loss of $24.4 million, or $(0.84) per diluted share, versus earnings of $0.34 per share in the prior-year quarter. The company narrowed its full-year 2026 revenue outlook to $850 million to $860 million and set a GAAP diluted EPS range of $(0.36) to $(0.10), with the loss driven partly by $24.1 million of restructuring charges and $7.0 million of legal settlement expense.
Q3 2026 revenue of $206.7 million, down from $224.5 million; the company cites U.S. revenue declines tied to coding and reimbursement challenges.
Diluted EPS of $(0.84) versus $0.34 a year earlier; adjusted diluted EPS of $0.14 versus $0.37.
Full-year 2026 revenue outlook narrowed to $850 million to $860 million from $835 million to $875 million; adjusted diluted EPS outlook of $1.20 to $1.40.
Operating cash flow of $46.4 million, compared with $68.5 million in the prior-year quarter.
Adeia reported third-quarter 2026 revenue of $80.2 million, down from $87.3 million a year earlier, and GAAP net income of $2.3 million, down from $8.8 million. The company lowered its full-year 2026 revenue range to $375 million to $415 million from $395 million to $435 million, and it also named Dipti Vachani chief executive officer. For shareholders, the weaker quarter and lower outlook point to a weaker near-term earnings picture.
Q3 2026 revenue was $80.2 million, versus $87.3 million in Q3 2025 and $96.1 million in Q2 2026
GAAP diluted EPS was $0.02 (vs. $0.08 a year earlier); non-GAAP diluted EPS was $0.21 (vs. $0.28)
Full-year 2026 revenue outlook was cut to $375 million-$415 million from $395 million-$435 million; GAAP net income outlook was lowered to $52.8 million-$79.2 million from $57.2 million-$80.4 million
Dipti Vachani was appointed CEO; the CFO said some license deals could slip past year-end
Loews Corporation reported net income of $306 million, or $1.50 per share, for the third quarter of 2026, down from $504 million, or $2.43 per share, in the third quarter of 2025. The decline was mainly driven by an unfavorable $125 million after-tax impact from CNA Financial's annual long-term care reserve assumption updates and lower property and casualty underwriting results, partially offset by strong performance at Loews Hotels.
Net income attributable to Loews Corporation was $306 million, or $1.50 per share, for Q3 2026.
CNA Financial reported an unfavorable impact of $125 million after-tax from annual long-term care reserve assumption updates.
Loews repurchased 1.6 million shares of common stock during Q3 2026 for $167 million.
Parent company cash and investments stood at $4.4 billion and debt at $1.8 billion as of September 30, 2026.
Arbor Realty Trust reported a third-quarter 2026 GAAP net loss of $85.4 million, or $0.51 per diluted share, compared with net income of $38.5 million, or $0.20 per diluted share, a year earlier. Its Board suspended the quarterly common stock dividend effective immediately to preserve capital and maintain financial flexibility, which directly affects shareholder income.
Q3 2026 GAAP net loss of $85.4 million, or $(0.51) per diluted share, versus net income of $38.5 million, or $0.20, in Q3 2025
Distributable loss of $6.9 million, or $(0.04) per diluted share, versus distributable earnings of $72.9 million, or $0.35, a year earlier
Quarterly common stock dividend suspended effective immediately; dividends declared per common share were $0.17 in Q3 2026 versus $0.30 in Q3 2025
Net provision for credit losses of $53.0 million; non-performing loans rose to 32 with a UPB of $647.6 million from 19 with $428.8 million at June 30, 2026
Piper Sandler reported third-quarter 2026 U.S. GAAP net revenues of $443.0 million, down 8% from a year earlier and 11% from the second quarter, with diluted EPS of $0.78 versus $0.85 a year earlier. The company also declared a $0.20 quarterly dividend and authorized a new $200 million share repurchase program running through December 31, 2028, which gives shareholders a clearer view of capital returns.
Q3 2026 GAAP net revenues were $443.0 million, down 8% from Q3 2025 and 11% from Q2 2026; adjusted net revenues were $456.0 million, flat year over year.
Q3 2026 diluted EPS was $0.78 GAAP versus $0.85 in Q3 2025; adjusted diluted EPS was $0.87 versus $0.96.
Corporate investment banking generated record third-quarter revenues of $307 million, while investment income was a loss of $13.5 million.
The board declared a $0.20 per share quarterly dividend payable December 11, 2026, and authorized up to $200 million of share repurchases.
On October 23, 2026, Verisk issued a statement after the Delaware Supreme Court affirmed the Delaware Chancery Court judgment relating to its AccuLynx (ExactLogix) acquisition. Verisk said it will proceed in accordance with the order, but the filing states the transaction remains subject to customary closing conditions and FTC review and that there is no guarantee it will be completed.
October 23, 2026: Verisk issued a press release responding to the Delaware Supreme Court order on the ExactLogix (AccuLynx) merger.
The Delaware Supreme Court order affirmed the judgment of the Delaware Chancery Court.
Verisk says the transaction remains subject to customary closing conditions and FTC review, and that there is no guarantee it will be completed.
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.
PennyMac Mortgage Investment Trust reported a third-quarter 2026 net loss attributable to common shareholders of $36 million, or $(0.41) per share, compared with $20 million of net income in the prior quarter. The board also raised its share repurchase authorization from $500 million to $630 million, and CEO David Spector said the company expects to reduce its dividend in favor of buybacks; CFO Daniel Perotti will be succeeded by Kevin Ryan on January 1, 2027.
Q3 2026 net loss attributable to common shareholders was $36 million, or $(0.41) per share, versus net income of $20 million in Q2 2026 and $48 million in Q3 2025.
Adjusted EPS was $0.35, up from $0.25 in Q2 2026 but down from $0.37 in Q3 2025.
Book value per share was $14.03 at September 30, 2026, down from $14.83 at the prior quarter end.
Kevin Ryan will become CFO on January 1, 2027; Daniel Perotti resigns as CFO effective December 31, 2026 and will serve in an advisory role. The board raised the buyback authorization to $630 million on October 26, 2026.
DXC Technology reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with revenue of $3.03 billion, down 4.0% year over year, and non-GAAP diluted earnings per share of $0.67, down 20.2%. GAAP diluted EPS was $0.15, compared with $0.20 a year earlier, and bookings of $2.4 billion fell 10%. The company also acknowledged ongoing discussions about a possible sale of its insurance business, while the filing gives full-year fiscal 2027 revenue guidance of $11.91 billion to $11.98 billion.
Q2 FY27 total revenue was $3.03 billion, down 4.0% year over year; GIS revenue fell 10.0% and CES fell 3.3%
Non-GAAP diluted EPS was $0.67, down 20.2%; GAAP diluted EPS was $0.15 versus $0.20 a year earlier
Adjusted EBIT margin was 6.2%, and free cash flow for the first half of FY27 was $405 million, compared with $337 million last year
DXC acknowledged ongoing discussions regarding a possible sale of its insurance business; FY27 non-GAAP diluted EPS guidance is $2.25 to $2.50
AGCO reported third-quarter 2026 net sales of $2.3 billion, down 8.6% from a year earlier, with adjusted earnings of $1.05 per share versus $1.35 in the third quarter of 2025. It also gave a full-year 2026 adjusted EPS outlook of about $5.50 and projected 2026 net sales of $9.8 billion to $10.0 billion, citing the weakest global industry demand in more than a decade.
Q3 2026 net sales were $2.3 billion, down 8.6%; Europe/Middle East sales fell 19.1% and Latin America fell 15.4%
Reported EPS was $0.75 versus $4.09 a year earlier, which included gains from 2025; adjusted EPS was $1.05 versus $1.35
Full-year 2026 adjusted EPS outlook is about $5.50, with adjusted operating margin projected at about 7.0%
Nine-month 2026 adjusted EPS was $3.42 versus $3.11 in the same period of 2025, while nine-month net sales rose 0.7%
Integer Holdings reported third quarter 2026 results, with sales down 3.9% to $450 million and GAAP diluted EPS from continuing operations down 61% to $0.43 from a year earlier. The company gave no financial outlook because its pending acquisition by an affiliate of KKR-managed investment funds is expected to close by the end of 2026, subject to remaining conditions including regulatory approvals.
Sales fell 3.9% to $450 million; organic sales fell 2.2%, with Cardio & Vascular down 5% and Other Markets down 49.7% on the Portable Medical exit.
GAAP operating income was $28 million, down 50%; GAAP income from continuing operations was $15 million, down 62%.
Non-GAAP adjusted EPS was $1.34, down 25%; adjusted EBITDA was $88 million, down 17%.
Total debt rose $34 million to $1.219 billion since year-end 2025; no financial outlook was provided, and stockholders approved the merger on October 21, 2026.
LKQ reported third-quarter 2026 revenue of $3.3 billion, down 5.1% from a year earlier, and a net loss of $24 million that included $111 million of pre-tax non-cash impairment charges, compared with net income of $178 million a year earlier. The company also withdrew its full-year 2026 guidance and its Board suspended the strategic review, including the Specialty segment sales process, while new CEO Sal Abbate starts December 15, 2026.
Q3 2026 revenue was $3.3 billion, down 5.1%; Europe revenue fell 10.2% and parts and services organic revenue fell 5.4%.
Q3 net loss of $24 million, including $111 million of impairment charges, versus net income of $178 million in Q3 2025.
Adjusted diluted EPS was $0.50 versus $0.84 a year earlier.
Full-year 2026 guidance was withdrawn on October 23, 2026; the Board suspended the strategic review, including the Specialty sale process, and Sal Abbate becomes CEO effective December 15, 2026.
Blackstone Mortgage Trust reported a third-quarter 2026 net loss attributable to the company of $327 million, or $(1.95) per share, and declared a fourth-quarter 2026 dividend of $0.30 per share. The Q3 dividend paid was $0.47 per share, so the declared Q4 payout is lower. The loss was driven by a $264.8 million increase in credit loss reserves and other charges, which matters to shareholders because it reduces book value and the dividend is their main return.
Q3 2026 net loss attributable to the company was $327 million, or $(1.95) per share, compared with net income of $63 million, or $0.37 per share, in Q3 2025.
Distributable EPS was $0.38 and Distributable EPS prior to realized gains and losses was $0.42, versus $0.48 in Q2 2026.
The Board declared a Q4 2026 dividend of $0.30 per share, payable January 15, 2027, to holders of record as of December 31, 2026; the Q3 dividend paid was $0.47 per share.
Book value per share was $17.06 at September 30, 2026, down from $19.31 at June 30, 2026, and CECL reserves were $606 million.
Pilgrim's Pride furnished an overview of its third-quarter 2026 results, to be referenced on its October 29, 2026 earnings call. Net revenue fell slightly year over year, while net income, EPS and adjusted EBITDA dropped sharply, with the company citing lower commodity market pricing and higher grain costs.
Q3 2026 net income was $116.3 million, versus $343.1 million in Q3 2025; EPS was $0.49, versus $1.44.
Q3 2026 net revenue was $4.65 billion, versus $4.76 billion a year earlier.
Adjusted EBITDA was $316.3 million (6.8% margin), versus $633.1 million (13.3% margin) in Q3 2025.
Nine-month 2026 net income was $231.0 million, versus $995.4 million for the same period of 2025.
Pilgrim's Pride reported third quarter 2026 results with net sales of $4.7 billion, down 2.2% from a year earlier, and GAAP EPS of $0.49 versus $1.44. The company said lower U.S. commodity cutout values and higher supply pressured chicken pricing, while Adjusted EBITDA fell 50% to $316.3 million, which matters to shareholders because core profitability declined sharply.
Net income was $116.3 million versus $343.1 million in the same quarter of 2025.
Adjusted EBITDA was $316.3 million, a 6.8% margin, versus $633.1 million and 13.3% a year earlier.
Net leverage ratio was 1.76x Adjusted EBITDA, below the company's target range of 2x to 3x.
A conference call is scheduled for October 29, 2026 at 7 a.m. MT (9 a.m. ET).
Green Brick Partners reported third-quarter 2026 net income of $59 million, or $1.35 per diluted share, down from $78 million, or $1.77, a year earlier. Homebuilding revenue fell 9.7% to $437 million, and the gross margin narrowed to 28.0% from 32.1% as the average sales price of homes delivered dropped 12.1% and incentives on new orders reached 11%. The company also set a quarterly dividend on its Series A preferred shares, and net new home orders rose 3% to 926.
Q3 2026 net income attributable to the company was $59 million, or $1.35 per diluted share, versus $78 million, or $1.77, in Q3 2025
Homebuilding revenue was $437 million, down 9.7%; average sales price of homes delivered was $446.7 thousand, down 12.1%
Homebuilding gross margin was 28.0%, compared with 32.1% a year earlier; CEO cited incentives of 11% on new orders
Series A preferred dividend of $0.35938 per depositary share is payable December 15, 2026, to holders of record on December 1, 2026
Meritage Homes reported third quarter 2026 results for the period ended September 30, 2026. Home closing revenue fell 17% year over year to $1.2 billion, and net earnings dropped 32% to $68 million, or $1.04 per diluted share, as the company said it focused on preserving margins over sales pace.
Home closing revenue fell 17% year over year to $1.2 billion on 14% fewer closings of 3,187 homes.
Net earnings were $68 million, or $1.04 per diluted share, compared with $99 million, or $1.39, in the third quarter of 2025.
Home closing gross margin was 17.4%, down from 19.1%; adjusted margin was 17.9%, down from 20.1%.
Cash totaled $677 million at September 30, 2026, with no borrowings under the revolving credit facility; the company returned $86 million to shareholders in the quarter.
Franklin BSP Realty Trust reported a third-quarter 2026 GAAP net loss of $27.0 million, compared with net income of $17.6 million a year earlier. Distributable Earnings fell to $3.3 million from $26.7 million, and total income declined to $74.9 million from $89.5 million. Book value rose $0.02 to $14.26 per share, and the company declared a $0.20 common dividend.
GAAP net loss of $27.0 million, or $(0.41) per diluted share, versus net income of $17.6 million, or $0.12 per diluted share, in Q3 2025
Distributable Earnings of $3.3 million, or $(0.02) per diluted share on a fully converted basis, versus $26.7 million a year earlier
Net provision for credit losses of $43.1 million; book value of $14.26 per diluted share, up $0.02 from the prior quarter
Repurchased 7,433,748 shares for $60.5 million at an average price of $8.14; board extended the program to December 31, 2027
Century Communities reported third-quarter 2026 results on October 28, 2026, with net income of $12.6 million, or $0.44 per diluted share, down from $37.4 million, or $1.25, a year earlier, and total revenues of $864.5 million, down from $980.3 million. The company now expects 2026 home deliveries of 9,350 to 9,650 and home sales revenues of $3.3 billion to $3.4 billion, which it attributed to the impact of increased mortgage rates on orders and deliveries. Shareholders face weaker profit and a lower volume outlook, partly offset by a record community count and record book value per share.
Q3 net income $12.6 million ($0.44 diluted EPS) vs. $37.4 million ($1.25) a year earlier; adjusted diluted EPS $1.01 vs. $1.52
Total revenues $864.5 million vs. $980.3 million; deliveries 2,442 homes vs. 2,486
Updated 2026 outlook: 9,350 to 9,650 home deliveries and $3.3 billion to $3.4 billion in home sales revenues, citing higher mortgage rates
Acquired HistoryMaker Homes assets on October 7, 2026; community count a record 343 and book value per share a record $90.61
Mid-America Apartment Communities (MAA) reported third-quarter 2026 results, with diluted earnings per share of $0.72 versus $0.84 a year earlier and diluted Core FFO per share of $2.10 versus $2.16. The company lowered its full-year 2026 guidance, with the earnings per share midpoint falling to $3.67 from $4.08 and the Core FFO midpoint to $8.49 from $8.53, citing higher interest rates and new resident pricing improving about a quarter later than expected.
Q3 2026 diluted EPS $0.72 vs. $0.84 in Q3 2025; nine-month diluted EPS $2.82 vs. $3.30
Full-year 2026 diluted EPS guidance updated to $3.61 to $3.73 from $3.96 to $4.20; Core FFO per share updated to $8.43 to $8.55 from $8.41 to $8.65
Same Store NOI declined 1.8% in Q3 2026 and 1.4% for the nine months; Same Store effective blended lease rate growth was 0.4%
October 2026 new resident lease pricing improved from September, the first year-over-year improvement in new resident lease pricing this year, per the company
John B. Sanfilippo & Son reported first-quarter fiscal 2027 results for the quarter ended September 24, 2026, with net sales down 3.5% to $288.1 million and diluted EPS down 30.2% to $1.11. Sales volume was flat at 90.5 million pounds, while a 3.6% drop in the weighted average selling price per pound and higher operating expenses reduced profitability for shareholders.
Net sales decreased $10.5 million, or 3.5%, to $288.1 million, driven by a 3.6% decline in weighted average selling price per pound
Gross profit fell 9.6% to $48.9 million; gross profit margin declined to 17.0% from 18.1%
Diluted EPS decreased 30.2% to $1.11 from $1.59; net income was $13.2 million versus $18.7 million
Management will host a conference call on October 29, 2026 at 10:00 a.m. Eastern
Lennox reported third-quarter 2026 revenue of $1.6 billion, up 10%, but adjusted diluted EPS fell 7% to $6.84 and total segment profit fell 2% to $323 million. The company lowered its full-year adjusted EPS guidance to $21.00 to $21.50 from $23.00 to $24.00, and said margins fell short of its expectations due to heightened competitive pressure and persistent inflation.
Q3 revenue was $1.6 billion, up 10%, with Building Climate Solutions revenue up 24%.
Adjusted diluted EPS was $6.84, down 7%; GAAP diluted EPS was $6.41 versus $7.38 a year earlier.
Full-year adjusted EPS guidance was cut to $21.00 to $21.50 from $23.00 to $24.00.
Home Comfort Solutions segment profit was $176 million, down 18%, with segment margin down 490 basis points to 18.7%.
RenaissanceRe reported a third-quarter 2026 net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, compared with net income of $907.7 million, or $19.40 per diluted share, a year earlier. Operating income available to common shareholders fell to $512.6 million, or $12.71 per diluted share, from $733.7 million, or $15.62, and the combined ratio rose to 79.7% from 68.4%, reflecting 2026 large loss events, mainly the Middle East War, the Ras Laffan Explosion and the Colombian Earthquake, and mark-to-market investment losses.
Net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, versus net income of $907.7 million, or $19.40, in Q3 2025.
Operating income available to common shareholders of $512.6 million, or $12.71 per diluted share, versus $733.7 million, or $15.62, in Q3 2025.
Combined ratio of 79.7% versus 68.4%; 2026 Large Loss Events reduced the underwriting result by $191.4 million.
Repurchased $310.1 million of common shares in Q3 2026 and a further $143.8 million from October 1 to October 23, 2026.
O-I Glass reported third-quarter 2026 net sales of $1.6 billion, down 2 percent, and a net loss of $13 million, or $0.08 per share, compared with net earnings of $30 million, or $0.19 per share, a year earlier. The company lowered its 2026 adjusted EBITDA outlook to $925 million to $950 million from $1.0 billion to $1.1 billion, citing energy and freight inflation, soft demand and a slower European recovery, and said it is starting a process on the proposed permanent closure of a European plant.
Q3 2026 net sales were $1.623 billion versus $1.653 billion; net loss attributable to the company was $13 million versus net income of $30 million in Q3 2025.
Adjusted EBITDA was $234 million versus $329 million; Europe segment operating profit fell to $2 million from $95 million.
2026 adjusted EBITDA guidance is $925 million to $950 million, down from $1.0 billion to $1.1 billion; free cash flow use is expected to be about $300 million.
The company expects $100 million to $120 million in charges in Q4 2026 related to the proposed closure of a European production facility.
CooperCompanies said Albert G. White III stepped down as President, Chief Executive Officer and director on October 27, 2026, and independent director Walter M. Rosebrough, Jr. was named interim Executive Chair. The press release said the company's recent performance has not met expectations, and the company reaffirmed its fiscal 2026 guidance. Shareholders face a leadership change while a permanent CEO is sought, and the board is changing composition with Shlomo Nachman joining in December 2026 and three directors not seeking reelection.
Albert G. White III resigned as President, CEO and director effective October 27, 2026, and will remain a strategic advisor through April 1, 2027.
Walter M. Rosebrough, Jr. was appointed interim Executive Chair effective immediately; a CEO Search Committee of Lawrence E. Kurzius, Cynthia L. Lucchese and Teresa S. Madden will oversee the CEO search.
Shlomo Nachman will join the board effective December 8, 2026; Barbara Carbone, Colleen E. Jay and Robert S. Weiss will not stand for reelection at the 2027 Annual Meeting.
The company reaffirmed its fiscal 2026 guidance provided on September 9, 2026.
EQT reported third quarter 2026 results with lower sales volume, net income and per-share earnings than a year earlier. The company also announced its acquisition of Range Resources, and it cut net debt to $5.5 billion from $7.7 billion at the end of 2025.
Net income attributable to EQT was $279 million, down from $336 million, and diluted EPS was $0.44, down from $0.53.
Sales volume fell to 583 Bcfe from 634 Bcfe, and free cash flow attributable to EQT was $283 million, down from $484 million.
Net debt was $5.5 billion at September 30, 2026, compared with $7.7 billion at December 31, 2025.
The company canceled its third quarter earnings call following the announcement of the Range acquisition.
National Bank Holdings Corporation (NBHC) reported a third-quarter 2026 net loss of $8.8 million, or $0.20 per diluted share, compared with net income of $26.5 million, or $0.58 per diluted share, in the second quarter. The loss was driven mainly by $40.6 million of provision expense tied to specifically identified commercial credits, mainly in the franchise and healthcare industries, and $15.2 million of acquisition and restructuring expense. Tangible book value per share fell to $25.37 from $26.23.
Net loss of $8.8 million, or $(0.20) per diluted share, versus net income of $26.5 million, or $0.58, in the second quarter and $35.3 million in the third quarter of 2025
Provision expense of $40.6 million versus $1.5 million in the second quarter; adjusted net income was $2.9 million, or $0.06 per diluted share
On October 24, 2026, NBH Bank agreed to sell its Palm Beach, Florida banking center with about $0.2 billion of loans and deposits, with a deposit premium of 5.00% and a minimum of $8.8 million; closing is expected in mid-2027
NBHC repurchased $11.9 million of shares in the third quarter; the common equity tier 1 capital ratio was 11.69%
Enphase Energy reported third-quarter 2026 revenue of $293.3 million, slightly up from $291.9 million in the second quarter but down from $410.4 million a year earlier. GAAP net income fell to $23.4 million, or $0.17 per diluted share, from $66.6 million a year earlier, and the company guided fourth-quarter revenue to $225.0 million to $255.0 million, below the third-quarter level.
Q3 2026 GAAP diluted EPS was $0.17 versus $0.50 in Q3 2025; non-GAAP diluted EPS was $0.41 versus $0.90, with an impairment in investments reducing EPS by $0.15 on a GAAP basis.
U.S. sell-through rose 5% sequentially but fell 35% year over year; Europe sell-through fell 12% sequentially.
Fourth-quarter 2026 guidance calls for GAAP gross margin of 38.0% to 41.0% and revenue of $225.0 million to $255.0 million, including about $51.2 million of safe harbor revenue.
Arch Capital Group reported third-quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.3 billion, or $3.56, a year earlier. Operating earnings per share fell to $2.67 from $2.77, and underwriting income dropped 19.4% to $702 million, so profit and underwriting results both declined. The company also repurchased $1.4 billion of its shares during the quarter.
Net income of $1.0 billion, or $3.00 per diluted share, versus $1.3 billion, or $3.56, in the third quarter of 2025; annualized return on average common equity was 18.1%, versus 23.8%
Underwriting income of $702 million, down from $871 million; combined ratio rose to 82.5% from 79.8%
Current accident year catastrophic losses of $234 million, including losses related to the Iran conflict; favorable prior year reserve development of $179 million
Share repurchases of $1.4 billion; book value per common share was $67.90 at September 30, 2026, down 0.2% from June 30, 2026
Asbury Automotive reported third quarter 2026 results with total revenue of $4.4 billion, down 8% from a year earlier, and net income of $105 million, down 29%. Diluted EPS fell to $5.84 from $7.52, and adjusted diluted EPS was $6.16 versus $7.17, so shareholders received lower per-share earnings on lower revenue, with the company citing completion of its Tekion system conversion.
Total revenue of $4.4 billion, down 8% from $4.8 billion in Q3 2025
Net income of $105 million versus $147 million; diluted EPS $5.84 versus $7.52
Adjusted diluted EPS of $6.16 versus $7.17 a year earlier (non-GAAP)
Year-to-date share repurchases of about $278 million; about $322 million remained on the authorization as of September 30, 2026
Simply Good Foods reported fiscal fourth-quarter and full-year 2026 results and gave fiscal 2027 guidance calling for lower net sales and Adjusted EBITDA. For the full year, the company recorded a net loss of $155.9 million after a $331.0 million non-cash impairment charge, compared with net income of $103.6 million a year earlier. The outlook for fiscal 2027 projects further declines, which matters to shareholders because it points to weaker sales and earnings ahead.
Fiscal 2026 net sales were $1,356.5 million, down 6.5%, and Adjusted Diluted EPS was $1.70 versus $1.92
Fourth-quarter net income was $30.5 million versus a net loss of $12.4 million a year earlier, while Adjusted EBITDA fell 13.2% to $57.5 million
Fiscal 2027 outlook: net sales down 13% to 17%, Adjusted EBITDA down 9% to 14%, and first-quarter net sales down 19% to 22%
Pentair reported third-quarter 2026 sales of $976 million, down 4 percent, and diluted EPS from continuing operations of $0.91, down 19 percent from $1.12 a year earlier. The company updated full-year 2026 GAAP EPS guidance to approximately $3.76 and reaffirmed its adjusted EPS midpoint of approximately $4.70, so shareholders face lower reported earnings this quarter with the adjusted outlook unchanged.
Q3 sales $976 million, down 4 percent; core sales down 5 percent; Pool sales down 18 percent
Q3 GAAP EPS $0.91 vs $1.12 a year earlier; adjusted EPS $1.18 vs $1.24, down 5 percent
Full-year 2026 GAAP EPS guidance updated to approximately $3.76; adjusted EPS midpoint of approximately $4.70 reaffirmed
Fourth-quarter 2026 sales expected to rise approximately 7 to 9 percent on a reported basis
Dollar General disclosed that the FTC and various states filed a lawsuit against it on October 26, 2026, in federal court in Tennessee, alleging violations of the FTC Act, the Gramm-Leach-Bliley Act and state consumer protection laws. The FTC had also demanded significant monetary relief, and the company says it intends to defend the case but cannot assure a successful outcome, which could have a material adverse effect on its consolidated financial statements.
FTC and states filed suit October 26, 2026, in the U.S. District Court for the Middle District of Tennessee
Plaintiffs seek injunctive relief, monetary judgment and civil penalties; the filing does not state an amount
Draft complaint and draft settlement order were received September 23, 2026, after a Civil Investigative Demand dated January 30, 2026
Company says it will vigorously defend the matter and that defense could involve significant costs
Noble reported a third-quarter 2026 net loss of $117 million, or $0.73 per diluted share, compared with a loss of $21 million a year earlier, and Adjusted EBITDA of $201 million versus $254 million. Full-year guidance narrowed, with the Adjusted EBITDA top end lowered to $900 million from $925 million and the Capital Expenditures range raised, which matters to shareholders because it signals lower top-end earnings and higher spending for 2026.
Q3 2026 total revenue was $729 million, versus $798 million in Q3 2025 and $720 million in Q2 2026.
Full-year 2026 Adjusted EBITDA guidance narrowed to $850-$900 million from $850-$925 million; revenue guidance narrowed to $2,850-$2,900 million.
Full-year 2026 Capital Expenditures guidance raised to $680-$705 million from $615-$665 million, primarily due to higher customer reimbursable spending.
Board approved a $0.50 per share dividend for Q4 2026, payable December 17, 2026, to holders of record on November 25, 2026.
Whirlpool reported third-quarter 2026 net sales of $3.68 billion, down 8.8% from a year earlier, and a GAAP net loss available to common shareholders of $249 million, or $3.80 per diluted share, compared with earnings of $1.29 per share a year earlier. The company now expects a full-year 2026 GAAP loss of $4.95 per diluted share and cut its expected full-year net sales to about $14.5 billion, versus $15.5 billion reported for 2025.
Q3 2026 ongoing EBIT was $97 million, down 46.1% from $180 million, with ongoing EBIT margin of 2.6% versus 4.5%
Q3 2026 ongoing loss per diluted share was $(0.21), compared with ongoing earnings of $2.09 in Q3 2025
2026 outlook: GAAP loss per diluted share of about $(4.95), ongoing loss of about $(1.30), and free cash flow of approximately $300 million
Net debt expected below $4.5 billion at year end 2026, improved from under $5 billion previously
Jazz Pharmaceuticals estimates a pre-tax charge of approximately $755 million for acquired in-process research and development from its Actio Biosciences acquisition, which closed September 15, 2026, in its third quarter of 2026. The company says the non-deductible charge would reduce both GAAP and non-GAAP adjusted earnings per share by approximately $11.00, and the figures are preliminary and subject to closing procedures.
Pre-tax acquired IPR&D expense of approximately $755 million expected in the quarter ended September 30, 2026
The charge is not tax deductible and is estimated to reduce GAAP and non-GAAP adjusted EPS by approximately $11.00 each
Actio Biosciences, Inc. acquisition was completed on September 15, 2026; quarterly results have not been finalized and may differ
Kloeckner & Co shareholders did not approve the proposed domination and profit and loss transfer agreement (DPLTA) with Worthington Steel GmbH at an extraordinary general meeting in Düsseldorf, so the DPLTA will not become effective. Worthington says it will operate within the existing ownership and governance structure, while the vote's outcome does not affect Kloeckner's consolidation into its financial reporting or its financing arrangements.
Kloeckner shareholders did not give the required approval for the DPLTA at the extraordinary general meeting, and the agreement will not become effective.
Worthington Steel holds approximately 62% of Kloeckner's share capital and voting rights following the takeover offer and delisting tender offer.
Kloeckner's results have been consolidated since the June 2026 acquisition of a majority stake, and the vote does not change this consolidation.
CEO Geoff Gilmore said the vote will affect the timing, mix and manner in which certain goals can be realized, particularly in the near term.
LKQ preliminarily reported third-quarter 2026 revenue of $3.32 billion, down from $3.50 billion a year earlier, and a net loss of $16 million to $32 million, compared with net income of $178 million in the third quarter of 2025. The company cited underperformance in Europe, withdrew its full-year 2026 guidance, and replaced CEO Justin Jude with Salvatore A. Abbate, effective December 15, 2026, with an interim Office of the CEO in place until then.
Preliminary Q3 2026 revenue was $3.32 billion versus $3.50 billion in Q3 2025; parts and services organic revenue declined 5.4%.
Diluted loss per share of $0.06 to $0.12 compares with diluted EPS of $0.69 a year earlier; adjusted diluted EPS was $0.47 to $0.53 versus $0.84.
Europe parts and services organic revenue declined 9.8%, and Europe segment EBITDA margin was 4.1% to 5.1%, versus 10.0% a year earlier.
Full-year 2026 guidance, last updated July 30, 2026, is withdrawn; Andy Hamilton left LKQ Europe and Alvarez & Marsal was retained to advise on European operations.
Alpha Metallurgical Resources (NYSE: AMR) said preliminary third-quarter 2026 results show a net loss of $9.3 million, or $0.73 per diluted share, with Adjusted EBITDA of $29.4 million. The company said the figures are preliminary and may change, and it will report definitive results on November 6, 2026, when it plans to provide more information on its 2027 outlook.
Preliminary Q3 2026 net loss of $9.3 million, or $0.73 per diluted share; Adjusted EBITDA of $29.4 million.
Met segment coal revenues of $560.6 million on 3.9 million tons sold; net realized pricing of $121.09 per ton.
Cost of coal sales was $106.93 per ton (non-GAAP); liquidity was $443.4 million as of September 30, 2026.
Definitive third-quarter results and conference call are scheduled for November 6, 2026.
First Hawaiian reported third-quarter 2026 net income of $63.7 million, or $0.52 per diluted share, down from $73.4 million, or $0.60, in the prior quarter and from $73.8 million, or $0.59, a year earlier. Results included a $24.3 million noninterest expense tied to an agreement to settle tax liabilities from the 2016 corporate reorganization, offset by a $31.0 million income tax benefit, plus a $20.3 million credit loss provision and $6.7 million of merger-related costs. The board declared a $0.26 quarterly dividend.
Net income $63.7 million, $0.52 per diluted share, versus $0.60 in the June 30, 2026 quarter and $0.59 a year earlier
Net interest income rose $3.1 million to $174.1 million, while noninterest income fell $4.2 million to $56.1 million
Provision for credit losses was $20.3 million, including a $12.5 million partial charge-off on a single commercial real estate loan
Quarterly dividend of $0.26 per share, payable November 27, 2026, to holders of record on November 16, 2026
Gentex reported third-quarter 2026 net sales of $647.7 million, down from $655.2 million a year earlier, with GAAP diluted EPS of $0.43 versus $0.46. The company also lowered its 2026 gross margin guidance to 34.0% to 34.5% from 34.5% to 35.5%, citing higher precious metal costs and lower-than-expected sales, which matters to shareholders because it signals weaker profitability for the year.
Q3 2026 net income attributable to Gentex was $90.6 million, compared with $101.0 million in Q3 2025
Q3 gross margin was 33.4%, compared with 34.4% a year earlier
2026 gross margin guidance was cut to 34.0% to 34.5%; full-year revenue outlook of approximately $2.65 billion was kept at the low end of the prior range
The company repurchased 5.7 million shares for $132.6 million in the quarter and has about 24.3 million shares left under its plan
Autoliv reported third-quarter 2026 net sales of $2,693 million, down 0.5%, and diluted EPS of $2.13, down 6.8%. It narrowed its full-year 2026 adjusted operating margin guidance to around 10.5%, the low end of its prior range of around 10.5-11%, citing higher raw material, logistics and Thailand flooding costs, while organic sales and operating cash flow expectations were unchanged. In the quarter, the company paid $63 million in dividends and repurchased shares for $150 million.
Q3 2026 net sales were $2,693 million, down 0.5%; organic sales fell 1.1% versus a 1.9% decline in global light vehicle production.
Diluted EPS was $2.13, down 6.8%; adjusted diluted EPS was $2.19, down 5.7%.
Full-year 2026 adjusted operating margin guidance narrowed to around 10.5%, the low end of the around 10.5-11% range; organic sales growth of around 0% and operating cash flow of around $1.2 billion were unchanged.
Q3 dividends totaled $63 million ($0.87 per share) and 1.23 million shares were repurchased for $150 million.
Sallie Mae (SLM) reported a third-quarter 2026 GAAP net loss of $0.19 per diluted share, compared with earnings of $0.63 a year earlier, as provisions and expenses rose alongside record private education loan originations of $3.4 billion. The company cut its full-year 2026 diluted EPS guidance to $1.95-$2.05 from $3.10-$3.20 and raised its net charge-offs forecast to $400-$420 million from $365-$385 million, a change that weighs on shareholder earnings expectations.
Q3 2026 GAAP net loss per diluted share of $0.19 versus $0.63 in Q3 2025; net loss of $32 million
Full-year 2026 diluted EPS guidance lowered to $1.95-$2.05 from $3.10-$3.20
Full-year net charge-offs guidance raised to $400-$420 million from $365-$385 million
Q3 net charge-offs of $90 million, up from the year-ago quarter, and $132.2 million of share repurchases in the quarter
Hilltop Holdings furnished its third-quarter 2026 earnings presentation in a Form 8-K dated October 22, 2026, ahead of a webcast on October 23, 2026 at 8:00 a.m. central time. Income attributable to Hilltop fell 46% year over year to $24.9 million, and total revenue declined 6% to $309.5 million, which lowers earnings for shareholders compared with the prior year. The presentation also sets out 2026 outlook items, including net interest income expected to rise 5% to 6%.
Income attributable to Hilltop was $24.9 million in Q3 2026, versus $45.8 million in Q3 2025; diluted EPS was $0.44 versus $0.74
Total revenue was $309.5 million, down 6% from $330.2 million in Q3 2025
PrimeLending reported a $10.8 million pre-tax loss in Q3 2026
2026 outlook: net interest income up 5% to 6%, broker dealer fees down 3% to 4%, mortgage origination volume $8 billion to $9 billion
Hilltop Holdings reported third-quarter 2026 income attributable to common stockholders of $24.9 million, or $0.44 per diluted share, down from $45.8 million, or $0.74 per share, a year earlier. The company said economic conditions will continue to have an adverse impact on its operating results for the rest of 2026, and its board declared a $0.22 quarterly dividend.
Q3 2026 diluted EPS was $0.44, versus $0.63 in Q2 2026 and $0.74 in Q3 2025
Noninterest income fell 14.1% year over year to $187.1 million; provision for credit losses was $10.2 million
Quarterly dividend of $0.22 per share is payable November 20, 2026, to holders of record on November 6, 2026
Company repurchased 512,075 shares for $20.0 million in Q3 and has about $86 million of repurchase capacity left through January 2027
Boyd Gaming reported third-quarter 2026 revenue of $990.5 million, down from $1.0 billion a year earlier, and adjusted earnings of $121.7 million, or $1.67 per share, versus $139.1 million, or $1.72 per share, in the third quarter of 2025. GAAP net income of $124.9 million, or $1.71 per share, compares with $17.81 per share a year earlier, a period that included a $1.4 billion after-tax gain on the FanDuel stake sale. Shareholders see lower revenue and adjusted profit, and the company repurchased $164 million of shares during the quarter.
Third-quarter revenue was $990.5 million versus $1,004.4 million in the third quarter of 2025.
Adjusted EBITDAR was $319.6 million versus $321.8 million a year earlier.
Net income attributable to Boyd Gaming was $124.9 million, or $1.71 per share, versus $1.4 billion, or $17.81 per share, in the prior-year quarter, which included the FanDuel gain.
The company repurchased $164 million of shares in the quarter and had $387 million remaining under its authorization as of September 30, 2026.
NVR reported third-quarter 2026 net income of $248.6 million, or $89.45 per diluted share, down 27% and 20% respectively from the prior-year quarter. Consolidated revenue fell to $2.40 billion from $2.61 billion, and homebuilding gross profit margin declined to 18.3% from 21.0%, which the company attributed to higher lot costs, pricing pressure and $24.8 million in contract land deposit impairments.
Q3 2026 net income $248.6 million, down from $342.7 million; diluted EPS $89.45 versus $112.33
Q3 2026 consolidated revenue $2.40 billion versus $2.61 billion in Q3 2025
Q3 2026 new orders fell 7% to 4,391 units; cancellation rate rose to 21% from 19%
Nine-month net income $683.4 million, down 30%; company repurchased $237.2 million of shares in the quarter
Tootsie Roll reported third-quarter 2026 net sales of $227.2 million, down 1% from a year earlier, and net earnings of $23.2 million, down 35%. The company cited the timing of sales between the third and fourth quarters, higher trade promotion and advertising spending, higher ingredient, packaging and freight costs, and about $1.3 million of acquisition-related expenses, which weigh on per-share earnings for shareholders.
Q3 2026 net sales were $227,163,000 versus $230,614,000 in Q3 2025, a decrease of 1%.
Q3 2026 net earnings per share were $0.31 versus $0.48 in Q3 2025, a decrease of 35%.
Nine-month 2026 net earnings were $54,224,000 ($0.72 per share) versus $71,261,000 ($0.95 per share) in 2025.
On September 1, 2026, the company acquired a confectionery business principally comprising the Winis brand in Mexico; acquisition expenses were about $1,300,000 in Q3 2026.
PulteGroup reported third-quarter 2026 net income of $476 million, or $2.53 per diluted share, down from $586 million, or $2.96 per share, a year earlier. Home sale revenues fell 9% to $3.9 billion on 9% fewer closings, and home sale gross margin narrowed to 24.8% from 26.2%. Net new orders fell 6%, while backlog rose 4% to 10,298 homes and the company repurchased $350 million of its shares.
Diluted EPS of $2.53 versus $2.96 a year earlier; net income of $476 million versus $586 million
Home sale revenues of $3.9 billion, down 9%; closings of 6,876 homes, down 9%
Home sale gross margin of 24.8% versus 26.2%, including $26 million of land impairments
Repurchased $350 million of common shares in the quarter; ended with $1.4 billion of cash and a 12% debt-to-capital ratio
Quest Diagnostics said on October 21, 2026 it learned of unauthorized access to its Quanum LSM system, which clients use to place test orders and look up results. The company believes an unauthorized party accessed certain patient records, and the full scope is still under investigation. The company said the incident has not materially disrupted its business operations or its ability to serve patients.
Unauthorized access to Quanum LSM system discovered October 21, 2026
Company believes certain patient records were accessed; full scope under investigation
Federal law enforcement notified and external cybersecurity experts engaged
Company states business operations and patient service not materially disrupted
Snap-on reported third-quarter 2026 net sales of $1,183.7 million, down $7.1 million or 0.6% from a year earlier, and net earnings of $243.0 million, or $4.64 per diluted share, versus $5.02 a year ago. The prior-year quarter included a $22.0 million legal settlement benefit, and management attributed the Tools Group decline to franchisee inventory reductions after a rise in diesel prices.
Net sales were $1,183.7 million, down 0.6%, with a 2.8% organic sales decline partly offset by $25.6 million of acquisition-related sales.
Operating earnings before financial services were $248.1 million, or 21.0% of net sales, compared with $278.5 million, or 23.4%, a year ago.
Snap-on Tools Group sales fell 7.0% organically to $471.5 million, while Commercial & Industrial Group sales rose 7.4% organically to $404.3 million.
Full-year 2026 capital expenditures are projected to approximate $100 million, with $69.0 million spent through the first nine months, and the effective tax rate is expected to approximate 22%.
Sonoco reported a third-quarter 2026 GAAP net loss of $732 million, or $7.36 per diluted share, driven by an $829 million non-cash goodwill impairment charge. Net sales fell 4.2% to $2.0 billion and adjusted EPS fell 13.0% to $1.67, and the company revised its full-year 2026 guidance. The impairment and weaker results weigh on shareholders, while the company cited strong operating cash flow and a refinancing.
Q3 2026 GAAP net loss of $732 million ($7.36 per diluted share) versus net income of $123 million ($1.23 per share) a year earlier
Q3 net sales of $2.0 billion, down 4.2%; adjusted EPS of $1.67 versus $1.92, down 13.0%
Revised full-year 2026 guidance: adjusted diluted EPS of $5.30 to $5.50 and adjusted EBITDA of $1.20 billion to $1.25 billion
Q3 operating cash flow of $285 million; $800 million term loan refinanced, with $300 million of delayed-draw capacity remaining
Tesla reported third-quarter 2026 results on October 21, 2026, with total revenues of $28.0 billion, roughly flat from a year earlier. GAAP net income attributable to common stockholders fell to $787 million from $1.4 billion a year earlier, as operating expenses rose and GAAP diluted EPS dropped to $0.22 from $0.39, which weighs on shareholders' earnings. The filing gives no numeric forward guidance; the company cites rising research and development spending and says it is focused on maximum factory capacity utilization.
Total revenues of $28.0 billion versus $28.1 billion in Q3 2025; total deliveries of 486,532 vehicles, down 2% year over year.
GAAP operating income of $718 million versus $1.6 billion a year earlier; research and development expense rose to $2.8 billion from $1.6 billion.
Non-GAAP diluted EPS of $0.48 versus $0.50; free cash flow of $1.5 billion versus $4.0 billion.
Cash, cash equivalents and short-term investments of $45.4 billion at September 30, 2026.
Molina Healthcare reported third-quarter 2026 GAAP net income of $38 million, or $0.73 per diluted share, down 52% from a year earlier, on total revenue of $11.08 billion, down from $11.48 billion. The company reaffirmed its full-year 2026 guidance of adjusted earnings of at least $5.25 per diluted share and premium revenue of about $42 billion. For shareholders, profit fell sharply while guidance was held, and the full-year outlook includes a $1.50 per share loss tied to a new Florida Medicaid contract in the fourth quarter.
GAAP EPS was $0.73 versus $1.51 a year earlier; adjusted EPS was $0.89 versus $1.84.
Total revenue was $11.08 billion versus $11.48 billion; premium revenue fell 4% on lower Medicaid and Marketplace membership.
Consolidated medical care ratio rose to 92.9% from 92.6%; the company attributed the profit decline mainly to this higher ratio.
Full-year 2026 guidance was reaffirmed, including at least $5.25 adjusted EPS and at least $2.38 GAAP EPS, and includes a $1.50 per share loss from the new Florida Medicaid contract.
Las Vegas Sands reported third-quarter 2026 net revenue of $3.22 billion, down from $3.33 billion, and net income of $352 million, down from $491 million. Diluted earnings per share were $0.48 compared with $0.61 a year earlier. The board also approved a 20% increase in the recurring common stock dividend for 2027, to $1.44 per share annually, while the company repurchased $950 million of its stock during the quarter.
Net revenue was $3.22 billion versus $3.33 billion in the third quarter of 2025
Net income was $352 million versus $491 million; diluted EPS was $0.48 versus $0.61
Board raised the 2027 recurring annual dividend 20% to $1.44 per share ($0.36 per quarter)
Repurchased $950 million of common stock in the quarter; $5.06 billion remained under the authorization as of September 30, 2026
M/I Homes reported third-quarter 2026 results with revenue of $1.1 billion, down 5%, and net income of $67 million ($2.56 per diluted share), versus $107 million ($3.92 per diluted share) a year earlier. The company said market conditions were increasingly difficult, citing higher mortgage rates and weaker demand, while shareholders' equity reached a record $3.3 billion.
Q3 revenue declined 5% to $1.1 billion; homes delivered fell 2% to 2,241
Pre-tax income was $87 million, down 38%, including $5 million of inventory charges
Repurchased $50 million of common stock; book value per share rose to a record $130
Nine-month net income was $213 million ($8.14 per diluted share) versus $339 million ($12.32) in 2025
AGNC Investment Corp. reported a third-quarter 2026 net loss of $1.17 per common share and a comprehensive loss of $1.28 per share, driven by a $5.0 billion unrealized loss on investment securities. Tangible net book value per share fell 16.9% to $7.13 from $8.58 on June 30, 2026, and the company's economic return on tangible common equity was -12.7% after $0.36 in dividends declared. The results matter to shareholders because book value per share dropped sharply, while the company raised $992 million by issuing 97.6 million common shares.
Net loss of $(1,357) million, or $(1.17) per common share, for the quarter ended September 30, 2026, compared with net income of $654 million in the prior quarter
Tangible net book value per common share fell $1.45, or 16.9%, to $7.13 as of September 30, 2026
Net spread and dollar roll income was $0.37 per common share, down from $0.40 in the prior quarter
Issued 97.6 million common shares through at-the-market offerings for net proceeds of $992 million
Werner Enterprises preliminarily estimated unaudited third-quarter 2026 revenue of about $946 million to $951 million and GAAP diluted EPS of $0.10 to $0.11, with non-GAAP adjusted EPS of $0.15 to $0.16. The company said rising fuel prices, driver recruitment and retention investments, and a late-quarter insurance reserve adjustment reduced results by about $0.18 per share compared with the second quarter. Full third-quarter results are due October 27, 2026, after market close.
Preliminary third-quarter 2026 total revenue of approximately $946 million to $951 million
GAAP diluted EPS of approximately $0.10 to $0.11; non-GAAP adjusted diluted EPS of approximately $0.15 to $0.16
About $0.18 per share of cumulative cost headwinds versus Q2 2026 from fuel prices, driver investments and an insurance reserve adjustment
Full third-quarter results to be reported Tuesday, October 27, 2026, after market close
Fox Factory said preliminary third-quarter fiscal 2026 net sales and adjusted EBITDA came in below its guidance, and it lowered its fiscal 2026 outlook, including the divestiture of Marucci Sports, which closed September 25, 2026. CEO Michael Dennison stepped down and also left the Board, and director Douglas Grimm became interim CEO effective October 16, 2026, while the Board searches for a permanent CEO. Shareholders face lower expected results and a leadership change at the same time.
Q3 preliminary net sales of $336 million to $340 million, versus prior guidance of $355 million to $380 million; adjusted EBITDA of $38 million to $42 million, versus guidance of $46 million to $54 million (excluding about $12 million of IE
Fiscal 2026 net sales outlook lowered to $1.35 billion to $1.38 billion from $1.42 billion to $1.47 billion; adjusted EBITDA outlook of $140 million to $150 million excluding tariff refunds, versus prior $176 million to $196 million.
Michael Dennison stepped down as CEO and as a director effective October 15, 2026; Douglas Grimm was appointed Interim CEO effective October 16, 2026, with an annual base salary of $1,065,000.
The Board retained Heidrick & Struggles to search for a permanent CEO, and the company plans to hold its third-quarter earnings call on November 5, 2026.
Verra Mobility said Chief Financial Officer Craig Conti will resign effective November 4, 2026, to pursue an opportunity in a different industry, and that the departure is not related to financial or operating results. The company is searching for a permanent CFO and expects to name an interim CFO, and it reaffirmed its 2026 full-year outlook, which it first presented on August 5, 2026.
Conti notified the company on October 8, 2026, and his last day is November 4, 2026
The board has begun a search for a permanent CFO with Spencer Stuart and expects to appoint an interim CFO
Third quarter 2026 results will be released before market open on October 30, 2026, with no conference call planned
The company reaffirmed its 2026 full-year outlook, originally presented on August 5, 2026
FMC Corporation said on October 15, 2026 that third-quarter revenue is now expected to be $65 million to $125 million, with Adjusted EBITDA of negative $565 million to negative $510 million. The estimates include $625 million to $675 million in charges tied to commercial actions, including lower prices on select products held by channel customers in Brazil, Argentina, the United States and Canada, and a change to its U.S. selling and pricing model. The company also said it may record a material non-cash impairment charge and expects to be in compliance with covenants at September 30, 2026.
Q3 revenue now expected at $65 million to $125 million; Adjusted EBITDA expected at negative $565 million to negative $510 million.
Commercial actions are expected to cause $625 million to $675 million in charges affecting revenue and Adjusted EBITDA.
A triggering event led to an intangible asset impairment review as of September 30, 2026; the company may record a material non-cash charge and has not finalized quarterly results.
Full third-quarter results are due October 29, 2026, with preliminary 2027 and 2028 expectations on the October 30 earnings call.
SM Energy said in a preliminary Item 2.02 filing that it anticipates a net derivative settlement loss of $207 million for the third quarter of 2026. The filing also gives average realized prices for oil, gas and NGLs for the quarter, but it is not a full earnings release and does not estimate third quarter earnings. Shareholders should note the figures are preliminary and unaudited, with full results to come later.
Anticipated net derivative settlement loss for Q3 2026: $207 million, excluding changes in fair value of unsettled positions
Average realized oil price for Q3 2026 (before net derivative settlements): $85.76 per barrel
Average realized gas price: $2.48 per Mcf; NGLs: $29.40 per barrel
Changes in fair value of unsettled derivatives could be material and will be reported with third quarter results
California Resources disclosed preliminary, unaudited realized prices and commodity derivative results for the three months ended September 30, 2026. Oil realized $72.46 per barrel after derivative settlements, compared with $83.42 before settlements, and the company estimates a $134 million loss from derivative settlements. The filing does not provide full quarterly earnings, and the company says final results could differ.
Oil realized price was $72.46 per barrel with derivative settlements, versus $83.42 per barrel without them.
Brent index price was $91.36 per barrel and WTI was $85.79 per barrel for the period.
Estimated derivative settlement loss of $134 million, including $122 million on commodity sales derivatives and $12 million on natural gas purchase derivatives.
The figures are preliminary and unaudited and are not a full earnings estimate.
For the 12 weeks ended September 12, 2026, net sales and other revenue fell 0.1% to $18,894.7 million and identical sales declined 0.8%. Net income dropped to $51.5 million, or $0.11 per share, from $168.5 million, or $0.30 per share, a year earlier. The company no longer provides a fiscal 2026 outlook and will launch a comprehensive business review, with an updated outlook expected by its fourth quarter earnings call.
Net income of $51.5 million, or $0.11 per share, versus $168.5 million, or $0.30 per share, in the second quarter of fiscal 2025
Adjusted net income of $179.0 million, or $0.36 per share, versus $248.4 million, or $0.44 per share; Adjusted EBITDA of $784.0 million versus $848.4 million
No fiscal 2026 outlook; a refreshed financial framework is expected with the turnaround plan by the fourth quarter earnings call
Quarterly dividend of $0.17 per share to be paid November 6, 2026 to holders of record as of October 23, 2026
Diamondback Energy disclosed preliminary third-quarter 2026 realized prices and derivative results in an Item 2.02 filing, without full financial results. The company reported a $182 million net loss on commodity derivatives, including $97 million in cash settlements, and hedged natural gas realized $0.90 per Mcf, below the $1.12 unhedged price. The filing does not include revenue, earnings per share or guidance, so shareholders cannot yet judge overall profitability from it.
Average unhedged realized oil price was $87.30 per barrel; hedged oil price was $85.89 per barrel.
Average unhedged natural gas price was $1.12 per Mcf; hedged natural gas price was $0.90 per Mcf.
Net loss on commodity derivatives was $182 million, including $85 million non-cash and $97 million cash settlement loss.
Basic and diluted weighted average shares outstanding were 279,959 thousand for the quarter.
BioMarin said its third-quarter 2026 results will include about $283 million of acquired in-process R&D expense tied to its Alesta Therapeutics acquisition, completed August 31, 2026. The company estimates the charges reduce both GAAP and non-GAAP diluted EPS by about $1.50 for the quarter and about $1.55 for the full year, and it will update full-year 2026 guidance with its third-quarter results.
Q3 2026 pre-tax IPR&D charge of approximately $283 million, an unfavorable EPS impact of about $1.50
Full-year 2026 pre-tax charges of approximately $320 million, an unfavorable EPS impact of about $1.55
Prior full-year 2026 guidance, announced August 6, 2026, did not reflect the Alesta acquisition
Quarter results are not finalized and figures are preliminary and unaudited
F&G Annuities & Life said it expects pre-tax investment income from alternative investments of about $47 million to $57 million for the quarter ended September 30, 2026, based on preliminary results. The company said this is about $70 million pre-tax and $55 million post-tax below its long-term expected return of about 12%, and that the figures are unaudited and not yet closed, so final results could differ materially.
Estimated Q3 2026 alternative investment income: $47 million to $57 million pre-tax, midpoint an annualized return of about 5%
Shortfall versus management's roughly 12% long-term expected return: $70 million pre-tax, $55 million post-tax
Full third-quarter results scheduled for November 5, 2026; management plans further updates on the November 6, 2026 earnings call
AbbVie said third-quarter 2026 results will include $216 million in pre-tax acquired IPR&D and milestones expense, which reduces both GAAP and adjusted diluted EPS by $0.11. The company lowered its guidance accordingly: full-year 2026 adjusted diluted EPS is now $13.76-$13.96, and third-quarter adjusted diluted EPS is $3.73-$3.77. Third-quarter figures are preliminary and have not been finalized.
Q3 2026 acquired IPR&D and milestones expense: $216 million pre-tax, a $0.11 per-share hit to GAAP and adjusted EPS
Full-year 2026 adjusted diluted EPS guidance: $13.76-$13.96, down from $13.87-$14.07 before the Q3 charge
Q3 2026 adjusted diluted EPS guidance: $3.73-$3.77, down from $3.84-$3.88 before the charge
Results for the quarter ended September 30, 2026 remain subject to closing procedures and may differ from these estimates
On October 1, 2026, holders of a majority of Hub Group's voting power, including Yeager family trusts, acted by written consent to remove three directors, appoint four new directors, and adopt Second Amended and Restated Bylaws. Three other directors resigned the same day, and the company says David P. Yeager remains Chairman and CEO. The changes come while Hub Group works to complete a restatement and file delayed periodic reports and faces a Nasdaq delisting process with a hearing set for October 27, 2026.
Michael Flannery, Peter McNitt, and Gary Yablon were removed as directors without cause, effective October 1, 2026.
Gregory D. Bunch, Thomas P. Fitzgerald, Thaddeus J. Malik, and Thomas M. White were appointed as directors, effective October 1, 2026.
Mary H. Boosalis, Jenell Ross, and Martin P. Slark resigned from the Board, effective October 1, 2026.
Nasdaq issued a Staff Delisting Determination on September 16, 2026; the company has appealed, and the Nasdaq Hearings Panel hearing is scheduled for October 27, 2026, with the delisting stayed pending the outcome.
Integra LifeSciences released preliminary third-quarter 2026 results and lowered its full-year 2026 revenue and adjusted EPS guidance after July flooding at its Cincinnati manufacturing facility. The company says the flood reduced third-quarter revenue by about $7 million and will reduce fourth-quarter revenue by $15 million to $20 million, and it expects insurance to offset a substantial portion of the earnings impact.
Third-quarter revenue expected at $410 million to $412 million, with adjusted EPS of $0.55 to $0.59; results are unaudited and subject to closing procedures.
Full-year 2026 revenue outlook lowered to $1.634 billion to $1.654 billion from $1.654 billion to $1.695 billion; adjusted EPS guidance lowered to $2.30 to $2.40 from $2.40 to $2.50.
Full-year 2026 operating cash flow expected at about $190 million to $200 million, and greater than $85 million in the third quarter.
Full manufacturing operations at the Cincinnati facility are expected to return during the second quarter of 2027.
National Bank Holdings said its bank subsidiary expects material impairments on specific commercial loans, mainly in the franchise and healthcare industries, plus a $4.0 million impairment on a FinTech partnership investment. The charges are expected to reduce after-tax earnings by $32.0 million to $34.0 million, or $0.72 to $0.76 per diluted share, for the third quarter and nine months ended September 30, 2026. Separately, the board approved an additional $40.1 million share repurchase authorization, bringing total repurchase authority to $100.0 million.
Loans with $65.0 million aggregate outstanding principal will be reserved or charged down to an estimated $18.2 million, with estimated charge-offs of $46.8 million.
Provision expense is expected to be $38.0 million to $40.0 million for the three months ended September 30, 2026.
A $4.0 million impairment on one FinTech partnership investment will reduce non-interest income for the quarter.
On September 30, 2026, the board approved a $40.1 million buyback, bringing total authority to $100.0 million; 44,285,618 Class A shares were outstanding at quarter end.
NIKE reported fiscal first-quarter 2027 revenue of $11.2 billion, down 4%, and diluted EPS of $0.48 versus $0.49 a year earlier. The company also announced the Pace multi-year program, with about $1.0 billion of expected pre-tax charges and about $2.5 billion of cumulative savings through fiscal 2031, and guided to a high-single-digit revenue decline for fiscal 2027.
Q1 revenue $11.2 billion, down 4% reported and 5% currency-neutral; net income $0.7 billion, down 2%
Pace expected pre-tax charges of about $1.0 billion, plus about $0.3 billion of severance already recognized in fiscal 2026
Pace expected to deliver about $2.5 billion in cumulative savings through fiscal 2031, before charges and reinvestment
Fiscal 2027 outlook: revenues to decline high-single digits; adjusted diluted EPS $1.15 to $1.35
Alamo Group said on September 29, 2026 that, as part of a review of its product portfolio, it will stop producing its Dixie Chopper branded line. The company estimates $15.0 million to $20.0 million in charges in the third quarter of 2026, including $1.0 million to $4.0 million in cash costs for inventory returns, purchase commitments and related items. The charges are estimates that depend on factors such as the net realizable value of inventory and equipment returns, and the company may record other unanticipated charges.
Company will cease production of its Dixie Chopper branded product line, decided September 29, 2026
Estimated total charges of $15.0 million to $20.0 million expected in the third quarter of 2026
Approximately $1.0 million to $4.0 million of the charges are expected to be cash expenditures
Estimates are subject to assumptions and may change; additional charges are possible
Cal-Maine Foods reported a net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the first quarter ended August 29, 2026, compared with net income of $199.3 million, or $4.12 per diluted share, a year earlier. Net sales fell 41.5% to $539.6 million, mainly because conventional shell egg prices dropped sharply, and the company will pay no cash dividend for the quarter.
Net sales were $539.6 million, down from $922.6 million, a decrease of 41.5%.
Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
Conventional Shell Eggs segment loss was $71.0 million, with average selling price per dozen down 59.3%.
No cash dividend for the quarter; cumulative loss to recover before a future dividend was $94.5 million as of August 29, 2026.
Westlake approved a plan to cease operations at its 165,000-metric-ton-a-year PVC plant in Cologne, Germany, with closure expected in the first quarter of 2027 and about 120 jobs affected. The company expects total pre-tax charges of about $205 million, and said it expects sequentially lower financial performance in the third quarter of 2026 than in the second quarter.
Total pre-tax closure charges of about $205 million: about $105 million non-cash and about $100 million cash
About $110 million of the charges expected to be recorded in 2026, with the remainder in 2027
Production to shift to other German sites, including the recently acquired Wilhelmshaven facility
Westlake expects sequentially lower third-quarter 2026 financial performance versus the second quarter
Vail Resorts reported fiscal 2026 results for the year ended July 31, 2026, with net income attributable to the company falling to $147.5 million from $280.0 million, which it attributed mainly to weather. The company also gave fiscal 2027 guidance of $158 million to $233 million in net income and $805 million to $865 million in Resort Reported EBITDA, and said season pass unit sales were down about 12% through September 18, 2026.
Fiscal 2026 net income attributable to Vail Resorts was $147.5 million, versus $280.0 million a year earlier; Resort Reported EBITDA was $745.7 million, versus $844.1 million.
Fourth-quarter net loss attributable to Vail Resorts was $190.2 million, compared with a $182.4 million loss in the prior-year quarter.
Fiscal 2027 guidance: net income attributable to Vail Resorts of $158 million to $233 million and Resort Reported EBITDA of $805 million to $865 million.
Pass product units sold through September 18, 2026 fell about 12%, and sales dollars fell about 6%; the quarterly dividend is $2.22 per share, payable October 27, 2026.
Scholastic reported fiscal 2027 first-quarter revenue of $216.8 million, down 4% from $225.6 million a year earlier, with an operating loss of $92.2 million, unchanged from the prior year. The diluted loss per share widened to $3.77 from $2.83, and the company affirmed its full-year fiscal 2027 guidance. For shareholders, the quarter's headline measures declined, while the outlook was left unchanged.
Revenue fell 4% to $216.8 million, mainly due to lower Education and Children's Book Publishing and Distribution revenues and the elimination of rental income after the December 2025 sale-leaseback transactions.
Diluted loss per share was $3.77, compared with a loss of $2.83 in the prior year period; adjusted diluted loss per share was $3.63, compared with $2.52.
Net cash used in operating activities was $94.6 million, compared with $81.8 million a year earlier.
Fiscal 2027 guidance was affirmed: revenue growth of about 2% to 4%, Adjusted EBITDA of about $135 million to $145 million, and Free Cash Flow of about $35 million to $40 million.
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