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).
Greif reported fourth-quarter and fiscal 2026 results for the year ended September 30, 2026. Full-year net income rose to $261.5 million, and Adjusted EBITDA rose 11.7%, while fourth-quarter Adjusted EBITDA fell 3.1% to $163.0 million and Adjusted free cash flow of $279.3 million was below the company's most recent guidance range. The company also gave fiscal 2027 low-end guidance of $645 million Adjusted EBITDA and $290 million Adjusted free cash flow.
Fiscal 2026 net income was $261.5 million, or $4.54 per diluted Class A share, versus $31.6 million, or $0.55, a year earlier.
Fourth-quarter net loss narrowed to $6.5 million, or $0.11 per diluted Class A share, from a net loss of $24.3 million, or $0.42, a year earlier.
Company will close its Sweetwater paperboard mill in Austell, GA, and has achieved $105 million in cumulative run-rate cost savings, with a new target of $150 million by the end of fiscal 2027.
Fiscal 2027 low-end guidance: Adjusted EBITDA of $645 million and Adjusted free cash flow of $290 million.
Kontoor Brands completed the sale of its H.D. Lee Company subsidiary to ABG-Storm LLC, an affiliate of Authentic Brands Group, on November 2, 2026. The company received $750 million in cash at closing, subject to post-closing adjustments, plus up to $250 million in earnout payments tied to the Lee business's performance over five years. The filing says the company anticipates using $400 million for accelerated share repurchases and $50 million for open market repurchases.
Closing date: November 2, 2026; cash at closing of $750 million before post-closing adjustments
Pro forma estimate of cash received after adjustments: approximately $698.2 million
Earnout of up to $250 million over five years; estimated fair value at closing of $77.0 million
Planned use of proceeds: $400 million in accelerated share repurchases and $50 million in open market repurchases
Avista furnished a November 2026 investor presentation that reaffirms its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share. The presentation shows third-quarter GAAP net income of $49 million, up from $29 million a year earlier, and year-to-date GAAP net income of $176 million, up from $122 million.
Q3 2026 GAAP diluted EPS was $0.57 versus $0.36 in Q3 2025; non-GAAP utility EPS was $0.38 versus $0.37
Year-to-date 2026 GAAP diluted EPS was $2.11 versus $1.51; non-GAAP utility EPS was $1.76 versus $1.67
Washington general rate case decision is expected in mid-December; a $3.6 billion capital spend is planned for 2027-2031
Signed MOU seeks 10% ownership in the $6 billion North Plains Connector transmission line, with definitive agreements expected in 6-9 months
RPM International's Chairman and CEO Frank C. Sullivan announced on November 6, 2026 that he plans to retire within the next twelve to eighteen months. He will remain in his role until a successor is appointed and is expected to then stay on as Chair of the Board, as the company runs a succession planning process with its Board.
Frank C. Sullivan plans to retire in the next twelve to eighteen months, per the November 6, 2026 filing.
Sullivan has served nearly 25 years as Chairman and CEO and more than 40 years with the company.
He will remain CEO until his successor is appointed and is expected to stay on as Board Chair afterward.
Delta Air Lines completed a public offering of $500 million in 5.500% notes maturing November 6, 2029, on November 6, 2026. The company said it will use part of the proceeds to repay about $391 million of Payroll Support Program loan borrowings, about $70 million of aircraft-secured equipment notes, and, with cash on hand, about $39 million of pass through certificates, with any remainder for general corporate purposes. The filing adds new unsecured debt to the balance sheet while reducing several existing obligations.
Notes: $500 million aggregate principal, 5.500% coupon, maturing November 6, 2029
Interest paid semi-annually on May 6 and November 6, starting May 6, 2027
Proceeds to repay about $391 million Payroll Support Program loan, about $70 million equipment notes, and about $39 million pass through certificates
American Healthcare REIT entered into a new at-the-market equity sales agreement allowing it to sell up to $1.75 billion of common stock through a group of sales agents and forward purchasers. The company terminated its prior program, which had about $170 million left unsold, and says it will use any net proceeds for general corporate purposes, which may include future investments.
Agreement allows sales of common stock with an aggregate gross sales price of up to $1,750,000,000, replacing the prior program dated February 27, 2026.
About $170,134,000 remained unsold under the prior sales agreement when it was terminated.
Agents may receive a commission of up to 2.0% of gross sales price; shares are sold under a shelf registration statement on Form S-3 dated August 12, 2024.
Proceeds would go to the Operating Partnership for general corporate purposes, which may include potential future investments.
Victory Capital filed an 8-K with supplemental disclosures to its proxy statement for the planned acquisition of First Eagle, which it says it made voluntarily to reduce the risk of litigation delaying the deal. Two stockholder lawsuits and a number of demand letters allege the proxy statement was materially incomplete and misleading, and Victory says those claims are without merit. The company states the supplemental disclosures do not change the consideration or the timing of the November 17, 2026 special meeting.
Base purchase price for First Eagle is $7.03 billion, subject to adjustment, including a reduction for First Eagle's funded debt and other debt-like items.
Share consideration is valued at $2 billion based on $116.26 per share and represents 4.9% of Victory's outstanding common stock after issuance.
Two complaints were filed in New York Supreme Court on October 27 and October 28, 2026, and plaintiffs seek to enjoin the deal or seek rescission or damages.
The special meeting of Victory stockholders is scheduled for November 17, 2026, and the board still recommends voting FOR the proposals.
Silgan signed a consent to its credit agreement with Wells Fargo as administrative agent, letting lenders designate a new subsidiary, Silgan Metal Packaging LLC, as an unrestricted subsidiary. The change supports the planned contribution of several container and closure businesses to that entity under the October 17, 2026 Transaction Agreement. The filing gives no financial results or deal value, so the near-term effect on shareholders is not quantified here.
Consent to Amended and Restated Credit Agreement dated November 6, 2026, with Wells Fargo Bank, National Association, as Administrative Agent
Silgan Metal Packaging LLC (MetalCo) to be designated an Unrestricted Subsidiary, releasing it as a guarantor under the credit agreement
Business Contribution tied to the Transaction Agreement dated October 17, 2026 with A-VL Holdco, LP
If the MetalCo Transactions do not close, MetalCo and its subsidiaries will cease to be Unrestricted Subsidiaries
Hyatt Hotels filed a Regulation FD disclosure on lock-up restrictions covering its Class A and Class B shares. Based on current agreements, 14,685,256 restricted shares held by Pritzker family stockholders will be available for public sale from November 5, 2026 through November 4, 2027, which could add supply to the stock market.
14,685,256 restricted shares held by Pritzker family stockholders may be sold from November 5, 2026 to November 4, 2027
2,270,395 additional restricted Class B shares held by other 2007 Stockholders' Agreement parties are available for sale at any time, subject to Company rights of first refusal
An additional 2,678 restricted shares are not subject to lock-up restrictions
DTE Energy said it is selling primarily all of its DTE Vantage business for approximately $3 billion to institutional investors advised by J.P. Morgan Asset Management, with closing targeted in the first half of 2027. The company also raised its long-term operating EPS growth target to greater than 9% through 2031, up from a prior 6% to 8% range, and increased its five-year utility capital plan to $44 billion, which it says is nearly 30% above the prior plan.
Transaction value of approximately $3 billion for primarily all DTE Vantage assets, excluding EES Coke and several named custom energy solutions and renewable energy sites
Target closing in the first half of 2027; sale proceeds will be invested in utility businesses, reducing equity and debt needs
Operating EPS growth target of greater than 9% from 2027 to 2031, versus prior 6% to 8% growth profile; 2026 operating EPS guidance of $7.59 to $7.73 remains, with the company positioned to achieve the high end
Average annual equity issuances targeted at about $1 billion from 2027 to 2031; dividend to increase 7% in 2027
Fox Corp has completed its acquisition of Roku, issuing approximately 144.5 million shares and paying $14.1 billion in cash consideration to former Roku stockholders. To finance the transaction and support operations, Fox entered into new credit agreements including an $8.4 billion bridge facility, a $2.0 billion term loan, and a $1.5 billion revolving credit agreement. Former Roku stockholders will own approximately 26% of Fox common stock, while existing Fox stockholders will own approximately 74%.
Fox Corp completed the Roku acquisition on November 6, 2026, issuing 144.5 million shares and paying $14.1 billion in cash consideration.
Fox borrowed $8.4 billion under a bridge credit facility and $2.0 billion under an amended term loan agreement to fund the cash portion of the merger.
The company secured a $1.5 billion five-year unsecured revolving credit facility maturing on November 6, 2031.
Fox expects to achieve approximately $400 million of run-rate cost synergies within two years following the close.
Enova International said subsidiary OnDeck Asset Securitization IV, LLC intends to offer $500,251,000 of Series 2026-2 fixed rate asset-backed notes in a private securitization backed by small business loans originated or purchased by its subsidiary ODK Capital, LLC. Closing is anticipated on or about November 13, 2026, subject to market and customary conditions, so the offering may not be completed as contemplated or at all. The notes will not be obligations of or guaranteed by Enova or OnDeck, and OnDeck expects to use substantially all proceeds for loan purchases from affiliates and general corporate purposes.
Four classes total $500,251,000: Class A $190,095,000 at 5.81%, Class B $118,744,000 at 6.15%, Class C $100,050,000 at 6.73%, Class D $91,362,000 at 8.57%.
Anticipated Kroll Bond Rating Agency ratings range from AA (sf) for Class A to BB- (sf) for Class D.
Notes are offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, and are not registered under the Securities Act.
Legal final payment date is December 19, 2033; the company announced the offering on November 3, 2026.
Roku completed its merger with Fox Corporation on November 6, 2026, becoming a wholly owned subsidiary of FOX. Roku stockholders received $95.30 in cash and 0.9799 of a share of FOX Class A common stock per share, and trading of Roku stock on Nasdaq will halt.
The merger became effective on November 6, 2026, resulting in a change in control.
Stockholders are entitled to $95.30 in cash and 0.9799 of a FOX Class A common stock share per share.
Roku requested the removal of its Class A common stock from listing on Nasdaq.
Roku terminated its existing credit agreement dated September 16, 2024.
DTE Energy Company furnished unaudited financial statements for its indirect subsidiary, DTE Gas Company, for the quarter ended September 30, 2026. DTE Gas reported a net loss of $29 million for the third quarter and net income of $176 million for the first nine months of 2026. These results provide transparency into the operating performance and financial condition of the utility subsidiary for shareholders.
DTE Gas reported operating revenues of $211 million for the third quarter ended September 30, 2026, compared to $207 million for the same period in 2025.
Net loss for the third quarter of 2026 was $29 million, improving from a net loss of $36 million in the third quarter of 2025.
For the nine months ended September 30, 2026, net income was $176 million, compared to $175 million for the first nine months of 2025.
Public Service Enterprise Group posted updated investor materials on November 6, 2026, furnished as Exhibit 99 to an 8-K. The presentation raises its regulated capital plan for 2026-2030 to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior 2025-2029 plan, and maintains its 6%-8% non-GAAP operating earnings growth target through 2030.
Regulated capital plan for 2026-2030 updated to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior plan
Long-term non-GAAP operating earnings growth target of 6%-8% through 2030 maintained
Annualized indicative dividend rate of $2.68 per share for 2026, an increase of about 6% over 2025
Company states no new equity or asset sales are required to support the five-year capital plan
On November 5, 2026, the Public Service Commission of Wisconsin approved rate changes in rate cases filed in April 2026 by Wisconsin Electric Power Company, Wisconsin Gas LLC and Wisconsin Public Service Corporation. The presentation slides attached to the filing list an authorized return on equity of 9.50% and an equity ratio of 53.0%, and say a final written order is expected before year-end.
PSCW approved rate changes on November 5, 2026 for Wisconsin Electric, Wisconsin Gas and Wisconsin Public Service
Authorized return on equity of 9.50% and equity ratio of 53.0%
Earnings sharing: no sharing on the first 15 basis points above the allowed ROE, 50/50 on the next 25 basis points, and 100% to customers beyond 40 basis points
GATX Corporation agreed under an underwriting agreement dated November 2, 2026 to sell $300 million of 5.950% Senior Notes due 2036, and issued the notes to the underwriters on November 6, 2026. The filing describes a debt issuance rather than a change in operations, so its main significance for shareholders is the added long-term borrowing.
Principal amount: $300 million of 5.950% Senior Notes due 2036
Underwriting agreement dated November 2, 2026, with BofA Securities, Citigroup Global Markets and Morgan Stanley & Co. as representatives
Notes issued and delivered to underwriters against payment on November 6, 2026
Sold under shelf registration statement on Form S-3 (Registration No. 333-286436)
U.S. Physical Therapy reported third-quarter 2026 net revenue of $223 million, up 13% year over year, but posted a loss of $1.04 per share, compared with earnings of $0.48 per share a year earlier, mainly due to a non-cash contingent earn-out charge and noncontrolling interest effects described by the company. Management reaffirmed 2026 adjusted EBITDA guidance of $102 million to $106 million and declared a quarterly dividend of $0.46 per share.
Q3 2026 net revenue was $223 million, up 13% from Q3 2025; adjusted EBITDA was $28 million versus $24 million.
Q3 2026 loss per share was $1.04 versus earnings of $0.48 per share; adjusted earnings per share was $0.80 versus $0.66.
Full-year 2026 adjusted EBITDA guidance of $102 million to $106 million was reaffirmed.
Quarterly dividend of $0.46 is payable December 11, 2026, to holders of record on November 16, 2026.
Dutch Bros said Chief Legal Officer Victoria Tullett will retire in 2027 and move to a Strategic Advisor role effective January 1, 2027, ending her executive officer status. Kira Druyan, formerly Senior Vice President, Deputy General Counsel and Chief Ethics & Compliance Officer at Starbucks, will succeed her as Chief Legal Officer on or about January 1, 2027. The filing describes a planned executive transition and does not include financial results or guidance.
Victoria Tullett notified the company on November 4, 2026, of her decision to retire in 2027.
Tullett becomes Strategic Advisor effective January 1, 2027, and will no longer be an executive officer.
Kira Druyan is appointed Incoming Chief Legal Officer, reporting to CEO Christine Barone, and will assume the role on or about January 1, 2027.
Tullett is eligible for severance under the company's Amended and Restated Severance and Change in Control Plan, as described in the March 31, 2026 proxy statement.
Hawaiian Electric Industries reported third quarter 2026 GAAP net income of $35 million, or $0.20 per diluted share, up from $31 million, or $0.18, a year earlier. Non-GAAP Core net income fell to $23 million, or $0.13 per share, from $33 million, or $0.19, as the company absorbed $14 million of storm costs and a $51 million Pacific Current impairment, offset in GAAP results by gains tied to its American Savings Bank stake.
Total third quarter revenues were $1.01 billion, compared with $791 million in the third quarter of 2025.
GAAP diluted EPS was $0.20 versus $0.18; Core diluted EPS was $0.13 versus $0.19.
The quarter included $64 million of pre-tax gains related to HEI's American Savings Bank investment and a non-cash $51 million pre-tax asset impairment at Pacific Current.
Hawaiian Electric recorded $14 million of incremental pre-tax storm costs for August and September, and its Core net income was $28 million versus $40 million a year earlier.
Realty Income's Compensation and Talent Committee adopted the 2026 Promote Award Plan on November 3, 2026. The plan lets employees, including named executive officers, earn bonuses tied to incentive allocations from certain investment funds and joint ventures the company manages, with bonus pools capped at 40% of each allocation. The filing gives no dollar amounts for awards, so shareholder cost cannot be sized from this document.
Plan adopted November 3, 2026 by the Compensation and Talent Committee
Bonus pools may not exceed 40% of the incentive allocation for each measurement period
Executive bonuses paid in stock-based awards; 50% vests at grant and 50% after one year, unless the Committee decides otherwise
Filing includes the plan and form of RSU award agreement as Exhibits 10.1 and 10.2
Public Storage Operating Company, a subsidiary of Public Storage, completed a $500 million offering of 5.600% Senior Notes due November 15, 2036, guaranteed by Public Storage. The filing describes new long-term unsecured debt with covenants limiting secured and unsecured borrowing and requiring unencumbered assets of at least 125% of unsecured indebtedness.
Principal amount of $500 million; interest at 5.600% per year, accruing from November 6, 2026
Interest payable semi-annually on May 15 and November 15, starting May 15, 2027; maturity November 15, 2036
Notes are unsecured and rank equally with existing and future unsecured debt of the issuer; redeemable at a make-whole price, or at 100% of principal from August 15, 2036
Offering made under a Form S-3 shelf registration; prospectus supplement dated October 29, 2026
Repligen closed private exchange and subscription transactions on November 6, 2026, issuing $1.0 billion of 0.25% Convertible Senior Notes due 2031. About $541.4 million of the new notes swapped out $456.8 million of its 1.00% notes due 2028, and $458.6 million was sold for cash. The filing shows the company took on new debt with a lower coupon and a conversion price about 20% above the October 29, 2026 closing price, which could mean future share dilution if holders convert.
Issued $1.0 billion of 0.25% Convertible Senior Notes due November 1, 2031, with interest paid semi-annually starting May 1, 2027
Exchanged $456.8 million of 1.00% 2028 notes for $541.4 million of new notes; $143.2 million of 2028 notes remain outstanding
Initial conversion price of about $226.37 per share, roughly 20% above the $188.64 closing price on October 29, 2026
Up to 5,301,100 shares of common stock may be issued on conversion, including make-whole additional shares
Pinnacle West furnished an investor presentation under Regulation FD for its November 2026 meetings with analysts and investors. The deck updates 2026 sales growth guidance to 8%-10%, extends long-term sales growth of 8%-10% through 2030, and restates a long-term EPS growth target of 5%-7%, though it reports no new quarterly financial results.
2026 sales growth guidance updated to 8%-10%; long-term sales growth increased to 8%-10% and extended through 2030, versus the original long-term range of 4%-6%.
Committed load increased to 5.8 GW, with more than 84% yet to be served.
2026-2028 financing plan includes $1.0 billion-$1.2 billion of PNW equity, with $500 million ATM program and about $235 million already priced.
Long-term EPS growth target of 5%-7% off the original 2024 midpoint; 2025-2028 APS capital plan totals $10.35 billion.
On November 3, 2026, subsidiary The Andersons Renewables, LLC agreed to acquire Harvestone Low Carbon Partners from Energy Capital Partners for $915 million. The three ethanol plants in North Dakota and Indiana have about 215 million gallons of annual capacity, and the company plans to fund the deal with about $300 million from its revolving credit facility and $615 million of new long-term debt. Closing is expected in the fourth quarter of 2026 or early in the first quarter of 2027, subject to regulatory approvals; the company says the deal is expected to be immediately accretive to earnings per share, but the filing gives no figures for this.
Purchase price of $915 million, with about half attributed to expected 45Z and 45Q tax credit cash flows
Three ethanol plants with about 215 million gallons of annual production capacity, combined platform about 730 million gallons
Financing of about $300 million from the revolving credit facility and $615 million in new long-term debt, with committed financing from U.S. Bank and Farm Credit Mid-America
Expected closing in the fourth quarter of 2026 or early in the first quarter of 2027
National HealthCare Corporation reported third-quarter 2026 net operating revenues of $407,971,000, up 6.6%, and adjusted net income of $28,154,000, up 13.8%. GAAP net income attributable to NHC fell to $13,637,000 from $39,239,000, and the company tied the adjusted gain mainly to 2026 facility acquisitions.
Net operating revenues were $407,971,000 for the quarter ended September 30, 2026, versus $382,661,000 a year earlier.
GAAP diluted EPS was $0.85 versus $2.50; adjusted diluted EPS was $1.76 versus $1.58.
Adjusted net income rose to $28,154,000 from $24,744,000, driven by the June 1, 2026 acquisition of five skilled nursing facilities and the July 1, 2026 acquisition of real estate from National Health Investors.
The GAAP decline reflects a $17,599,000 unrealized loss on marketable equity securities in the quarter, which the company excludes from adjusted results.
Franklin Templeton announced preliminary fourth quarter and full-year results for the period ended September 30, 2026, reporting a quarterly net income of $380.1 million, or $0.72 per diluted share, alongside $20.8 billion in long-term net inflows. Total assets under management reached $1.795 trillion, reflecting an 8% increase year-over-year.
Preliminary fourth quarter net income was $380.1 million, or $0.72 per diluted share, compared to $117.6 million, or $0.21 per diluted share, in the prior-year period.
Long-term net inflows were $20.8 billion for the quarter ended September 30, 2026, and $84.1 billion for the full fiscal year.
Total assets under management were $1.795 trillion as of September 30, 2026.
The company repurchased 2.5 million shares of its common stock for $86.1 million during the fourth quarter.
Koppers reported third-quarter 2026 net sales of $499.1 million, up 2.8% from a year earlier, but net income fell to $14.7 million and diluted EPS fell to $0.75 as raw material and logistics costs rose. The company also lowered its 2026 adjusted EPS and adjusted EBITDA forecasts while raising its free cash flow outlook. For shareholders, higher sales and strong year-to-date cash generation are offset by weaker earnings and a reduced profit forecast.
Net sales rose 2.8% to $499.1 million, but net income fell to $14.7 million from $23.8 million and diluted EPS fell to $0.75 from $1.17.
Adjusted EBITDA fell 18.2% to $58.0 million from $70.9 million, mainly due to higher raw material and logistics costs.
2026 adjusted EPS forecast was cut to $3.10-$3.25 from $3.80-$4.20; adjusted EBITDA forecast was cut to $220-$225 million from $240-$250 million.
Free cash flow forecast was raised to $115-$135 million from $110-$130 million; year-to-date free cash flow was a record $92.0 million.
Dauch reported third quarter 2026 results with sales of $2.91 billion, up from $1.51 billion a year earlier, mainly because of the Dowlais acquisition. The company swung to a net loss attributable to Dauch of $45.3 million, or $(0.19) per share, compared with net income of $9.2 million, or $0.07 per share, a year earlier. It raised its full-year sales outlook but lowered its full-year Adjusted EBITDA range, so the results and guidance point in different directions for shareholders.
Third quarter sales were $2.91 billion versus $1.51 billion in Q3 2025; the Dowlais acquisition was the primary driver of year-over-year changes.
Net loss attributable to Dauch was $45.3 million, or $(0.19) per share, versus net income of $9.2 million, or $0.07 per share, in Q3 2025.
Adjusted EBITDA was $358.5 million, or 12.3% of sales, versus $195.7 million, or 13.0% of sales, a year earlier.
Full-year 2026 Adjusted EBITDA outlook was lowered to $1.35–$1.375 billion from $1.36–$1.425 billion, while the sales outlook was raised to $10.8–$10.875 billion from $10.6–$10.8 billion.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
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.
MSG Knickerbockers Corp. reported results for the fiscal first quarter ended September 30, 2026, which include the New York Rangers business it spun off on October 26, 2026. Revenues rose 15% to $45.5 million and operating loss narrowed to $25.5 million, but net loss widened to $31.1 million, or $1.29 per share, from $8.8 million, or $0.37 per share, a year earlier. For shareholders, the top-line and operating results improved while the bottom-line loss grew.
Revenues of $45.5 million, up $6.0 million, or 15%, from the prior-year quarter, led by $3.1 million higher league distributions and $2.6 million higher food, beverage and merchandise sales
Operating loss of $25.5 million, improved $2.0 million, or 7%; adjusted operating loss of $20.0 million, improved $0.8 million, or 4%
Net loss of $31.1 million, or $1.29 per share, versus a net loss of $8.8 million, or $0.37 per share, a year earlier
Cash and cash equivalents fell to $40.0 million at September 30, 2026, from $164.5 million at June 30, 2026, after $146.3 million of cash used in operating activities
Sunstone Hotel Investors reported third-quarter 2026 net income attributable to common stockholders of $38.7 million, or $0.21 per diluted share, compared with a net loss of $2.9 million, or $(0.02) per share, a year earlier. The company raised its full-year 2026 guidance, including adjusted FFO per diluted share of $1.00 to $1.03, up from $0.93 to $0.98, and the quarter included a $31.5 million gain on sale of assets. For shareholders, the results and higher outlook reflect stronger hotel demand and continued stock repurchases, which the company says were completed at a discount.
Third-quarter RevPAR rose 11.4% to $235.22; Total RevPAR rose 10.5% to $394.97.
Adjusted FFO per diluted share rose 17.6% to $0.20; Adjusted EBITDAre rose 8.8% to $54.5 million.
2026 guidance raised: net income attributable to common per diluted share now $0.46 to $0.49 (prior $0.37 to $0.42); RevPAR growth now 9.5% to 10.5% (prior 7.0% to 9.0%).
From the start of 2026 through November 5, 2026, the company repurchased $196.9 million of common and preferred stock, with $310.6 million remaining under its authorization.
Alpha Metallurgical Resources reported a third-quarter 2026 net loss of $9.3 million, or $0.73 per diluted share, down from a $12.3 million loss in the second quarter but up from $5.5 million a year earlier. The company also issued 2027 operational guidance and said it has committed 3.5 million tons of domestic 2027 sales at an average of $135.48 per ton.
Q3 2026 net loss of $9.3 million ($0.73 per share), versus $12.3 million ($0.96 per share) in Q2 2026 and $5.5 million ($0.42 per share) in Q3 2025
Adjusted EBITDA of $29.4 million, up from $25.6 million in Q2 2026 but down from $41.7 million in Q3 2025
2027 guidance: 14.3 million to 15.7 million total tons shipped and cost of coal sales of $104.00 to $110.00 per ton
Stacker reclaimer at Dominion Terminal Associates damaged in a June storm; replacement expected to take a lengthy time, with insurer discussions ongoing
Sylvamo reported a third-quarter 2026 net loss of $199 million, or $4.98 per diluted share, driven by a $284 million loss from discontinued operations, primarily a noncash impairment tied to its Europe business. Sales from continuing operations of $645 million and adjusted operating earnings of $53 million were both lower than a year earlier but higher than the second quarter. The company also said it entered a put option agreement with Midas Atlantic Partners for a binding offer to acquire its Europe business, which it says would leave Sylvamo more focused on Latin America and North America.
Net sales from continuing operations were $645 million, versus $662 million in Q3 2025 and $614 million in Q2 2026.
Net loss was $199 million ($4.98 per diluted share), including a $284 million loss from discontinued operations.
Adjusted operating earnings were $53 million ($1.33 per diluted share), versus $72 million ($1.79) a year earlier.
Put option agreement with Midas Atlantic Partners for a binding offer to acquire the Europe business; dividend of $0.45 per share was paid Oct. 16.
Fluor Corporation announced its financial results for the third quarter ended September 30, 2026, reporting revenue of $3.7 billion and GAAP net earnings of $158 million. The company achieved record quarterly new awards of $10.9 billion, lifting backlog to $34.3 billion, and affirmed its full-year 2026 adjusted EBITDA guidance of $500 million to $525 million.
Revenue reached $3.7 billion for Q3 2026, up 10% year over year.
New awards totaled a record $10.9 billion in the quarter, including $7.5 billion for LNG Canada Phase 2.
Backlog increased 21% year over year to $34.3 billion as of September 30, 2026.
Share repurchases totaled $300 million during the quarter and $1.1 billion year to date.
Essent Group Ltd. reported third quarter 2026 net income of $163.4 million, or $1.82 per diluted share, compared to $164.2 million, or $1.67 per diluted share, for the third quarter of 2025. The company declared a quarterly cash dividend of $0.35 per common share and announced a $500 million share repurchase authorization running through year-end 2028.
Net income for the quarter ended September 30, 2026 was $163.4 million, or $1.82 per diluted share.
Mortgage new insurance written for the third quarter of 2026 was $12.1 billion.
The Board declared a quarterly cash dividend of $0.35 per common share payable on December 10, 2026.
In November 2026, the Board approved a $500 million share repurchase authorization through year-end 2028.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Charter Communications reported its third-quarter 2026 financial and operating results, highlighted by a pro forma net loss of $2.1 billion driven largely by a $6.3 billion franchise impairment charge. The company also announced a new operating model and a plan to achieve $2 billion in annualized operating expense savings over the next 18 months, alongside the recently completed Cox Communications acquisition.
Pro forma third quarter revenue declined 1.5% year-over-year to $16.5 billion, while actual revenue rose 9.1% to $14.9 billion following the Cox Transactions.
Pro forma net loss attributable to Charter shareholders reached $2.1 billion, primarily due to a $6.3 billion franchise impairment charge.
Charter announced a new plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months.
Spectrum Mobile added 508,000 pro forma lines in the third quarter, bringing total mobile lines to 13.5 million as of September 30, 2026.
Starwood Property Trust reported a third-quarter GAAP net loss of $389.7 million, alongside Distributable Earnings of $116.8 million, or $0.31 per diluted share. The company invested $3.2 billion during the quarter and repurchased $108 million of its common shares.
GAAP net loss of $389.7 million for the third quarter ended September 30, 2026, including a $336.6 million credit loss provision.
Distributable Earnings of $116.8 million, or $0.31 per diluted share.
Invested $3.2 billion in the quarter, bringing the commercial lending portfolio to a record $17.8 billion.
Repurchased $108 million of common shares and declared a dividend of $0.48 per share.
Moderna reported third-quarter 2026 revenue of $1.3 billion and net income of $0.2 billion, returning to a profit compared to a net loss in the same period last year. Driven by this performance and pipeline progress, the company raised its full-year 2026 revenue growth outlook to 15% to 25% and increased its expected year-end cash and investments balance to between $8.1 billion and $8.3 billion. Shareholders also received updates on positive Phase 3 data for intismeran in melanoma and the U.S. FDA approval of the mFLUSIVA vaccine.
Third-quarter 2026 total revenue grew 29% year-over-year to $1.3 billion, with GAAP net income of $162 million or $0.38 per diluted share.
Full-year 2026 expected revenue growth was raised to 15% to 25%, up from the previous expectation of up to 10% growth.
Year-end 2026 cash and investments are now projected to be $8.1 billion to $8.3 billion, bolstered by operational execution and a $2.6 billion net proceeds convertible notes offering.
Research and development expenses for 2026 are now expected to be approximately $2.7 billion, reduced from the prior estimate of approximately $2.9 billion.
Atmus reported third-quarter 2026 net sales of $510 million, up 13.9% from a year earlier, and net income of $61 million, or $0.74 per diluted share, compared with $0.66 a year earlier. The company raised its full-year 2026 outlook and its Board approved a new $300 million share repurchase program that replaces the prior program, which had $28.9 million remaining.
Q3 2026 net sales of $510 million, up from $448 million in Q3 2025, driven mainly by the Koch Filter acquisition
Diluted EPS of $0.74 versus $0.66 a year earlier; adjusted EPS of $0.77 versus $0.69
Full-year 2026 adjusted EPS guidance raised to $2.90 to $3.05; net sales guidance raised to $2,010 million to $2,035 million
New $300 million repurchase program effective immediately; no expiration date and no obligation to buy any amount
Interface reported third-quarter 2026 net sales of $366.7 million, up 0.6%, with GAAP diluted EPS of $0.67, down 14.1%, and adjusted diluted EPS of $0.68, up 11.5%. The company lowered its full-year net sales outlook to $1.440 to $1.455 billion from $1.455 to $1.485 billion, citing softer conditions in Europe, while reaffirming its full-year earnings guidance. For shareholders, adjusted earnings grew, but GAAP earnings fell and the sales forecast was cut.
Q3 2026 net sales were $366.7 million, up 0.6% (0.4% currency neutral), versus the prior-year quarter
GAAP diluted EPS was $0.67 versus $0.78 a year earlier; adjusted diluted EPS was $0.68 versus $0.61
Full-year 2026 net sales outlook cut to $1.440-$1.455 billion from $1.455-$1.485 billion; full-year earnings outlook reaffirmed
Net debt was $49.1 million as of October 4, 2026, down from $110.3 million at December 28, 2025
JBG SMITH reported third-quarter 2026 results, with Core FFO attributable to common shares of $12.7 million, or $0.22 per diluted share, up from $9.1 million, or $0.15, a year earlier. The company also reported a net loss of $82.0 million, or $1.41 per share, compared with a $28.6 million loss a year earlier, and the loss included $69.2 million of impairment losses. For shareholders, core operating earnings improved, but the larger loss reflects write-downs on real estate.
Core FFO was $12.7 million, or $0.22 per diluted share, for the three months ended September 30, 2026, versus $9.1 million, or $0.15, a year earlier.
Net loss was $82.0 million, or $1.41 per diluted share, versus $28.6 million, or $0.48, in the prior-year quarter; impairment losses were $69.2 million.
Same Store NOI at the company's share rose 3.3% to $60.8 million, and the Same Store multifamily portfolio was 94.4% leased as of September 30, 2026.
The Board declared a quarterly dividend of $0.175 per common share, payable November 25, 2026, to holders of record as of November 12, 2026.
Elanco Animal Health Inc reported third quarter 2026 revenue of $1.265 billion, representing an 11% increase year-over-year, and net income of $18 million. Driven by strong demand and gross margin expansion, the company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted earnings per share.
Third quarter revenue reached $1.265 billion, up 11% reported and 9% organic constant currency.
Reported net income was $18 million, while adjusted EPS was $0.27.
Full year 2026 revenue guidance was raised to $5.155 billion to $5.18 billion.
Net leverage ratio improved to 2.9x Adjusted EBITDA at the end of the third quarter.
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
On November 5, 2026, EVERTEC's subsidiary Evertec Group, LLC refinanced its $387.8 million Term A loan and replaced its revolving facility under a seventh amendment to its credit agreement with Truist Bank as agent. Both facilities now mature on November 5, 2031, and revolving commitments rose from $200.0 million to $300.0 million. The company said pricing fell 25 basis points, and it paid the transaction costs with cash on hand.
Term A facility of $387.8 million refinanced through a cashless roll and now matures November 5, 2031, subject to a springing maturity tied to Term B loans.
Revolving commitments increased from $200.0 million to $300.0 million, with an additional $100 million incremental commitment fungible with the existing revolver.
Interest margins range from 1.25% to 2.25% for SOFR term loans and 0.25% to 1.25% for alternate base rate loans, based on the Total Net Leverage Ratio.
Term B loans maturing October 30, 2030 had $875 million outstanding as of November 6, 2026, and the filing says their terms are not affected.
Sylvamo entered a put option agreement with Midas Atlantic Partners, backed by The Najafi Companies, for a binding offer to acquire its Europe business. The buyer would take the business with an agreed level of working capital and cash, and Sylvamo would receive 20% of future distributions; no purchase price is stated. The company must complete works council and employee consultations before a final decision, and closing is expected by the end of the first quarter of 2027.
Buyer is Midas Atlantic Partners, in partnership with The Najafi Companies
Sylvamo would receive 20% of future distributions from the business in exchange for the transfer
Final decision follows consultations with works councils and employee representatives
Closing is expected by the end of the first quarter of 2027
Marcus & Millichap reported third quarter 2026 revenue of $208.4 million, up 7.5% from a year earlier, and net income of $1.0 million, or $0.03 per diluted share, compared with $0.2 million, or $0.01, in the third quarter of 2025. The company said the results are preliminary until it files its Form 10-Q, and it expects near-term challenges in the commercial real estate market to extend through 2026.
Total revenue was $208.4 million versus $193.9 million; brokerage commissions rose 7.4% to $174.1 million, with Middle Market and Larger Transaction Market brokerage revenue up 18.1%.
Adjusted EBITDA was $8.2 million versus $6.9 million; cost of services rose to 64.0% of total revenue, up 160 basis points.
Nine-month revenue was $582.8 million, up 14.0%, and nine-month net income was $1.8 million, or $0.05 per diluted share, compared with a net loss of $15.2 million.
The company repurchased 912,957 shares for $23.9 million in the first nine months and had about $90.1 million remaining under its repurchase program as of November 3, 2026.
Align Technology entered an accelerated share repurchase agreement with Goldman Sachs to buy back $270 million of its common stock, funded with cash on hand. The company expects to complete the transaction by about December 29, 2026, and says the deal brings its total 2026 share repurchases to approximately $500 million.
ASR of $270 million, with a $270 million prepayment to Goldman Sachs made under the agreement dated November 5, 2026
Initial delivery of approximately 1.44 million shares; final share count depends on volume-weighted average price less a discount
Approximately $330 million remains under the $1.0 billion repurchase program after this transaction; cash and equivalents were about $1.145 billion as of September 30, 2026
Final settlement expected no later than about December 29, 2026
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.
During its Investor Day on November 5, 2026, Veeva Systems announced it expects its third quarter of fiscal year 2027 results to meet or exceed the preliminary guidance previously provided on August 26, 2026. Chief Financial Officer Brian Van Wagener presented slides detailing expected financial metrics including total revenue of $932 million to $935 million.
Total revenue is expected to be $932 million to $935 million, with subscription revenue at approximately $782 million.
Non-GAAP operating income is projected at $417 million to $420 million, with non-GAAP fully diluted net income per share of $2.33 to $2.34.
The Investor Day presentation and guidance update took place on November 5, 2026.
TKO Group Holdings priced a $1.0 billion offering of 6.500% Senior Secured Notes due 2031, issued by its indirect subsidiary TKO Worldwide Holdings, LLC. The company said net proceeds may fund general corporate purposes, including distributions to parent entities to fund share repurchases under its existing program. The offering adds $1.0 billion of secured debt, which shareholders may weigh against the planned buybacks.
Pricing announced November 5, 2026: $1.0 billion aggregate principal amount of 6.500% Senior Secured Notes due 2031
Issuer is indirect subsidiary TKO Worldwide Holdings, LLC; notes guaranteed by TKO Guarantor, LLC and certain subsidiaries
Proceeds may fund share repurchases under TKO's previously announced program, plus fees and expenses
Closing expected on or about November 13, 2026, subject to customary conditions
Regency Centers reported third quarter 2026 net income attributable to common shareholders of $75.1 million, or $0.41 per diluted share, alongside Nareit FFO of $1.23 per diluted share. The company raised its full-year 2026 Core Operating Earnings guidance midpoint and increased its quarterly common stock dividend by 6% to $0.800 per share. Shareholders experienced higher year-over-year Same Property NOI growth and strong leasing spreads during the quarter.
Reported Q3 2026 Net Income Attributable to Common Shareholders of $75.1 million, or $0.41 per diluted share.
Raised full year 2026 Core Operating Earnings guidance range to $4.65 to $4.67 per diluted share.
Increased quarterly common stock cash dividend by 6% to $0.800 per share.
Same Property NOI increased year-over-year by 5.1% for the third quarter of 2026.
ANI Pharmaceuticals entered a 364-day senior bridge credit facility of up to $676 million with JPMorgan Chase Bank, N.A. as administrative agent. The facility will be used to finance its recommended public cash offer for Egetis Therapeutics shares, convertible loan and warrants, valued at about SEK 5.6 billion, or approximately $559.9 million, and to refinance ANI's existing term loans and some Egetis debt, which adds significant borrowing and secured obligations for ANI shareholders.
Facility allows borrowings up to $676 million and matures 364 days after initial funding
Initial margin of 1.75% for ABR loans and 2.75% for adjusted term SOFR loans
Offer price is SEK 11.25 per Egetis share; total value about SEK 5.6 billion, or $559.9 million
Completion requires holders of at least 90% of Egetis shares (fully diluted) to tender and regulatory clearances; undertakings covering 42.2% of shares expire if the offer is not declared unconditional by March 31, 2027
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.
LCI Industries reported third-quarter 2026 results on a call furnished in an 8-K. Net sales were just under $1 billion, down 4% from a year earlier, while adjusted diluted EPS rose to $2.21 from $1.97 and GAAP diluted EPS was $2.05. The company narrowed its full-year adjusted EPS outlook to $8.25 to $8.50 and said the proposed merger with Patrick Industries remains pending.
Q3 2026 net sales were just under $1 billion, down 4% year over year, mainly due to lower North American RV wholesale shipments.
Adjusted diluted EPS was $2.21 versus $1.97 a year earlier; GAAP net income was $50 million, or $2.05 per diluted share.
Full-year 2026 adjusted EPS range was tightened to $8.25 to $8.50; adjusted revenue is expected at $3.9 billion to $4 billion.
The company said it declined a Monomoy Capital proposal because its board judged it not superior to the proposed merger with Patrick Industries.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
CBRE Services, a wholly-owned subsidiary of CBRE Group, completed a $1 billion offering of senior notes in two $500 million tranches due 2032 and 2037. The Company intends to use the proceeds for general corporate purposes, including repaying commercial paper borrowings and funding the pending acquisition of Onnec Group Limited, which adds debt that shareholders will need to service.
$500 million of 5.650% Senior Notes due January 15, 2032, with semi-annual interest beginning January 15, 2027
$500 million of 5.900% Senior Notes due January 15, 2037, with semi-annual interest beginning January 15, 2027
Notes are fully and unconditionally guaranteed on a senior unsecured basis by CBRE Group, Inc.
Proceeds intended for commercial paper repayment and the pending acquisition of Onnec Group Limited
NextEra Energy filed unaudited pro forma combined financial information and Dominion Energy's financial statements for the pending merger, which was agreed on May 15, 2026. The filing estimates total merger consideration at $62.1 billion, based on NEE's $83.71 closing price on October 30, 2026, and shows lower pro forma per-share earnings than NEE's historical figures. The deal still requires several regulatory approvals and other closing conditions, and the company says the pro forma figures are illustrative only.
Each Dominion Energy share converts into $360 million in aggregate cash, plus 0.8138 NEE shares, pro rata
Estimated merger consideration is $62.1 billion, based on about 738 million NEE shares at $83.71
Pro forma nine-month 2026 basic EPS is $4.16, versus NEE's historical $4.84
Closing requires HSR clearance and approvals from FERC, NRC, and the Virginia, North Carolina and South Carolina regulators
Meta Platforms completed a $15.0 billion offering of five U.S. dollar senior note series maturing from 2031 to 2056, with fixed rates from 5.850% to 7.500%. Underwriters also exercised in full their option to buy 6,000,000 additional Class A common shares from an offering priced in late October 2026, with forward sale agreements covering those shares. The filing does not state how the proceeds will be used, so the added debt and share sales are the main points for shareholders to weigh.
Five senior note series: $3.25 billion due 2031, $3.25 billion due 2033, $4.0 billion due 2036, $1.75 billion due 2046 and $2.75 billion due 2056
Notes were issued under an indenture dated August 9, 2022 with U.S. Bank Trust Company, National Association, as trustee, and a sixth supplemental indenture dated November 5, 2026
Underwriters exercised their option in full on November 4, 2026 for 6,000,000 additional Class A common shares, with additional forward sale agreements on similar terms
Underwriting agreement dated November 3, 2026 with Citigroup Global Markets Inc. and Morgan Stanley & Co. LLC as representatives
Axon Enterprise announced an incremental minority investment of about $1.2 billion in drone maker Skydio, which it expects will raise Axon's fully diluted ownership from about 15% to about 37%. The primary purchase closed on November 5, 2026, and the remaining transactions are expected to close in the fourth quarter of 2026 and first quarter of 2027. The deal adds a large cash outlay and share issuance for Axon, and Axon also becomes Skydio's exclusive public safety distributor in the U.S. and Canada.
Primary purchase closed November 5, 2026: 25,000,000 Series G preferred shares at $10.19617 per share, for about $254.9 million in aggregate.
Total investment is about $1.2 billion, with about $720 million (approximately 60%) expected in cash and the remainder in Axon common stock.
Axon stock issued for the investment is capped at 19.99% of shares outstanding before the primary closing.
Tender offer to begin within ten business days of the primary closing; the Committed Secondary is expected to close in the first quarter of 2027.
CVR Energy agreed to sell 10,515,248 common shares at $47.55 each, with net proceeds of about $490.0 million before offering expenses, closing November 5, 2026. The company plans to use the proceeds with cash on hand and other financing to fund its acquisition of the St. Paul Park and Mandan refineries from Marathon Petroleum subsidiaries, redeem its 5.750% Senior Notes due 2028, and pay related fees.
Offering: 10,515,248 shares at $47.55 per share, with a 30-day option for up to 1,577,287 additional shares
Net proceeds of approximately $490.0 million; offering closed November 5, 2026
Proceeds to fund the St. Paul Park and Mandan refinery acquisition and redeem 2028 Notes; if the acquisition does not close, proceeds go to general corporate purposes
Selling stockholder IEP Energy Holding LLC is not included in the priced offering; the company receives no proceeds from its shares
Consolidated Edison reported third-quarter 2026 net income of $766 million, or $2.07 per share, up from $688 million, or $1.91 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 adjusted earnings per share guidance range to between $6.05 and $6.15.
Q3 2026 net income was $766 million ($2.07 per share) compared to $688 million ($1.91 per share) in Q3 2025.
First nine months of 2026 net income reached $1,998 million ($5.44 per share) versus $1,726 million ($4.84 per share) for the same period in 2025.
Full-year 2026 adjusted EPS guidance was narrowed to a range of $6.05 to $6.15 per share.
The company plans to invest approximately $797 million in climate resilience from 2026 through 2030.
Chesapeake Utilities reported third-quarter 2026 net income of $21.6 million, or $0.89 per diluted share, up from $19.4 million, or $0.82, a year earlier. The company also reaffirmed its 2026 capital expenditure guidance and its 2028 earnings guidance of $7.75 to $8.00 per share, and said it will joint venture 49 percent of the $1.2 billion Florida Energy Pathway project with NextEra Energy Resources. Shareholders may be affected by the planned equity program of up to $225 million.
Q3 2026 operating revenues were $195.8 million, up from $179.6 million; net income was $21.6 million versus $19.4 million
Nine-month 2026 diluted EPS was $4.40, up from $4.03 a year earlier
Joint venture with NextEra Energy Resources to finance and own 49 percent of the $1.2 billion, 97-mile Florida Energy Pathway project
New at-the-market equity program allows issuance and sale of up to $225 million of common stock; 2026 capital expenditure guidance of $550 to $600 million affirmed
Essential Utilities disclosed that American Water, Essential Utilities and their affiliates filed a Stipulation of Settlement with the New Jersey Board of Public Utilities (NJBPU) on November 2, 2026, in the proceeding to approve the proposed merger. The stipulation was entered into with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel, and is subject to review and approval by the NJBPU. The filing shows progress on regulatory approval, but the merger still requires the NJBPU's approval before it can proceed.
Stipulation of Settlement filed November 2, 2026, with all parties in the NJBPU proceeding
Stipulation posted to the NJBPU website as of November 5, 2026, and remains subject to NJBPU review and approval
Merger agreement with American Water was signed October 26, 2025; Essential Utilities would become a wholly owned subsidiary
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
On November 2, 2026, American Water, Essential Utilities and certain affiliates filed a Stipulation of Settlement in the New Jersey Board of Public Utilities proceeding on their proposed merger. The stipulation was entered into with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel, and was posted to the NJBPU website as of November 5, 2026. It remains subject to review and approval by the NJBPU, and the filing does not describe the settlement terms.
Merger Agreement with Essential Utilities entered into October 26, 2025, with Essential Utilities surviving as a wholly owned subsidiary of American Water
Stipulation of Settlement filed in the NJBPU proceeding on November 2, 2026, with all parties, including NJBPU staff and the New Jersey Division of Rate Counsel
Stipulation posted to the NJBPU website as of November 5, 2026, and subject to NJBPU review and approval
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Pacira BioSciences said Viatris has commenced a tender offer to buy all Pacira shares for $36.50 each in cash, under a merger agreement signed October 8, 2026, with a second-step merger planned after the offer closes. Pacira will not issue its Q3 2026 earnings release or hold a call, and it has withdrawn its 2026 financial guidance, so shareholders will have no updated company financial outlook during the pending deal.
Viatris, through subsidiary Peach Purchaser Sub Inc., commenced the tender offer on October 30, 2026 at $36.50 per share in cash
Merger agreement with Viatris was entered into on October 8, 2026; completion depends on conditions including a Minimum Condition
Pacira will not release Q3 results for the quarter ended September 30, 2026, and has withdrawn its previously issued 2026 guidance
Monster Beverage Corporation reported third quarter net sales of $2.56 billion, representing a 16.7 percent increase compared to the same period in 2025. Net income for the quarter rose 8.4 percent to $568.4 million, or $0.29 per diluted share.
Net sales increased 16.7 percent to $2.56 billion for the third quarter ended September 30, 2026.
Net income grew 8.4 percent to $568.4 million, with diluted earnings per share at $0.29.
International net sales increased 28.1 percent to $1.20 billion, representing 47 percent of total net sales.
The company repurchased approximately 2.3 million shares for $100.0 million during the third quarter.
Goodyear's board elected David E. Phillips as Executive Vice President, Chief Legal Officer and Head of Enterprise Transformation, effective November 1, 2026. The filing sets his base salary at $850,000 and his annual incentive target at $850,000, and says a restricted stock unit grant with a grant date fair value of $1,250,000 is expected in February 2027.
Effective date of appointment: November 1, 2026
Base salary: $850,000; annual incentive target: $850,000
Expected RSU grant with grant date fair value of $1,250,000 in February 2027 under the 2022 Performance Plan
Camden Property Trust announced its third quarter 2026 operating results, reporting a diluted EPS of $8.71 primarily driven by a gain on the sale of its California portfolio. The company updated its full-year 2026 earnings guidance and adjusted its same-property growth forecasts.
Diluted EPS for 3Q26 was $8.71, compared to $1.00 in 3Q25.
Core FFO per diluted share for 3Q26 was $1.71, compared to $1.70 in 3Q25.
The company sold its California portfolio for approximately $1.6 billion, recognizing a gain of about $1.0 billion.
Full-year 2026 diluted EPS guidance was revised to a range of $9.42 to $9.46.
Amphastar reported third-quarter 2026 net revenues of $207.6 million, up 8% from $191.8 million a year earlier. GAAP net income was $37.8 million, or $0.87 per diluted share, compared with $17.4 million, or $0.37, in the prior-year quarter, which included a $23.1 million litigation provision. Gross margin fell to 48.0% from 51.4%, and the board authorized a $50 million increase to the share buyback program.
Net revenues $207.6 million vs $191.8 million in Q3 2025, up 8%
GAAP diluted EPS $0.87 vs $0.37; adjusted non-GAAP diluted EPS $1.14 vs $0.93
Gross margin 48.0% vs 51.4%, mainly from lower average selling prices and higher remediation-related manufacturing costs
Board authorized a $50 million increase to the share buyback program on November 4, 2026
ePlus reported second-quarter fiscal 2027 results with net sales up 9.7% to $667.9 million and GAAP diluted earnings per share up 7.6% to $1.56, and raised its full-year fiscal 2027 guidance. Services revenue fell 2.4%, and the company also declared a $0.27 quarterly dividend and announced that General Counsel Erica Stoecker will retire, with Amanda Dupree succeeding her.
Net sales rose 9.7% to $667.9 million, while services revenues fell 2.4% to $120.8 million
GAAP diluted EPS rose 7.6% to $1.56; non-GAAP diluted EPS rose 19.0% to $1.82
Guidance raised to upper single-digit growth in net sales and gross profit and low double-digit growth in adjusted EBITDA for fiscal 2027
Quarterly dividend of $0.27 per share payable December 16, 2026, to holders of record on November 24, 2026
PNC's board appointed Alexander E. C. Overstrom, currently executive vice president and head of Retail Banking, as chief financial officer effective March 1, 2027. Robert Q. Reilly, the current CFO, will become executive vice chairman on the same date, serving as a senior executive advisor to Chairman and CEO William S. Demchak. The filing does not report financial results, so it contains no direct measure of business performance.
Alexander E. C. Overstrom, 42, joined PNC in 2014 and has led Retail Banking since July 2022.
Robert Q. Reilly has been CFO since 2013 and remains in the role until March 1, 2027.
Permanent successor for PNC Retail Banking will be named in the near future.
Xcel Energy issued $2.5 billion of 2.625% convertible senior notes due December 15, 2027, including $300 million from the initial purchasers' option. The notes are convertible into Xcel common stock at an initial conversion price of about $87.26 per share, and conversions can be settled in cash, shares, or a mix. Because the notes are convertible, they could add up to 31,513,750 shares of common stock to the share count if holders convert at the maximum rate.
Issued $2,500,000,000 of 2.625% Convertible Senior Notes due December 15, 2027, dated November 5, 2026
Initial conversion rate of 11.4596 shares per $1,000 principal, or about $87.26 per share
Up to 31,513,750 shares may be issued on conversion at the initial maximum conversion rate of 12.6055 shares per $1,000
Notes cannot be redeemed by Xcel Energy before maturity and carry no sinking fund
PDF Solutions reported third-quarter 2026 revenue of $68.3 million, up 20% from a year earlier and up 11% from the second quarter, with GAAP diluted EPS of $0.16 versus $0.03 a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, but ending backlog fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier.
Total revenue $68.3 million in Q3 2026, up 20% from $57.1 million in Q3 2025
GAAP diluted EPS $0.16 vs. $0.03 in Q3 2025; non-GAAP diluted EPS $0.40 vs. $0.25
Ending backlog $247.2 million, down from $270.7 million in Q2 2026 and $292.0 million in Q3 2025
Company reaffirmed its 20% annual revenue growth target for 2026
Reinsurance Group of America reported third-quarter net income available to shareholders of $456 million, or $6.92 per diluted share, up from $253 million, or $3.81 per diluted share, in the prior-year period. Adjusted operating income was $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, a year earlier. The board declared a regular quarterly dividend of $0.98 per share payable on December 1, 2026.
Net income available to shareholders rose to $456 million, or $6.92 per diluted share, for the third quarter ended September 30, 2026.
Adjusted operating income reached $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, in the prior-year quarter.
Consolidated net premiums totaled $5.4 billion for the quarter, marking a 25.0% increase over the prior-year period.
The board of directors declared a regular quarterly dividend of $0.98 per share, payable on December 1, 2026, to shareholders of record as of November 17, 2026.
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.
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
Enova International priced a private offering of $600 million in senior notes due 2031 at par, bearing 8.750% annual interest, with closing expected November 20, 2026. The company plans to use the proceeds to redeem all of its 11.25% senior notes due 2028 on December 15, 2026, pay offering fees, and repay part of its revolving credit facility borrowings, which refinances higher-rate debt for shareholders to watch.
Offering size: $600 million aggregate principal amount of senior notes due 2031, priced at 100.000% of principal
Interest rate: 8.750% per annum; notes are senior unsecured and guaranteed by domestic subsidiaries
Expected closing: November 20, 2026, subject to customary conditions
Use of proceeds: redeem all 11.25% senior notes due 2028 on December 15, 2026, and repay part of revolver borrowings
HCA Inc., a wholly owned subsidiary of HCA Healthcare, completed on November 5, 2026 a public offering of $6.5 billion of senior unsecured notes in seven series maturing from 2028 to 2056, fully guaranteed by HCA Healthcare. The filing does not state how the proceeds will be used, but the offering adds $6.5 billion of debt obligations for the company.
Seven series totaling $6.5 billion; the largest is $1.5 billion of 6.000% senior notes due November 15, 2036.
Fixed-rate coupons range from 5.200% to 6.500%, and $300 million of floating-rate notes mature November 3, 2028.
Underwriting agreement dated November 2, 2026 with Mizuho Securities USA LLC, Barclays Capital Inc., BofA Securities, Inc. and Wells Fargo Securities, LLC as representatives.
Holders can require repurchase at 101% of principal only upon both a qualifying ratings downgrade and a change of control.
Fidelity National Financial reported third quarter 2026 net earnings attributable to common shareholders of $633 million, or $2.37 per diluted share, compared with $358 million, or $1.33 per share, for the third quarter of 2025. Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, compared with $439 million, or $1.63 per share, in the prior year period. The company returned $143 million of capital to shareholders during the quarter through dividends and share repurchases.
Net earnings attributable to common shareholders were $633 million, or $2.37 per diluted share, for the third quarter of 2026.
Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, for the third quarter of 2026.
F&G's assets under management before reinsurance reached $76.2 billion as of September 30, 2026.
FNF returned approximately $143 million to shareholders in the third quarter of 2026 through $138 million of dividends and $5 million of share repurchases.
Saul Centers reported third-quarter 2026 results with total revenue up to $78.4 million from $72.0 million a year earlier, while net income fell to $12.6 million from $14.0 million. Net income available to common stockholders dropped to $6.7 million, or $0.27 per share, from $7.7 million, or $0.32 per share, and funds from operations (FFO) per share held at $0.72. Management attributed $3.7 million of the net income decline to the initial operations of Hampden House, a residential and retail property that opened on October 1, 2025.
Total revenue for the quarter ended September 30, 2026 was $78.4 million, up from $72.0 million.
Net income available to common stockholders was $6.7 million, or $0.27 per basic and diluted share, versus $0.32 a year earlier.
FFO available to common stockholders and noncontrolling interests was $25.9 million, or $0.72 per share, flat with the prior-year quarter.
As of November 2, 2026, 267 of 366 Hampden House residential units (73.0%) were leased and occupied.
Protagonist Therapeutics reported third quarter 2026 financial results, highlighted by net income of $220.0 million and license and collaboration revenue of $274.4 million, driven by partner payments following FDA approval of MIMRYLO. Cash, cash equivalents, and marketable securities reached $834.6 million as of September 30, 2026. The company also announced a $300 million share repurchase program authorized in September 2026.
Net income for the third quarter of 2026 was $220.0 million, or $3.07 per diluted share, compared to a net loss of $39.3 million, or $0.62 per diluted share, for the third quarter of 2025.
License and collaboration revenue reached $274.4 million for the third quarter of 2026, primarily driven by $266.6 million in proportional recognition from Takeda following the FDA approval of MIMRYLO.
Cash, cash equivalents, and marketable securities totaled $834.6 million as of September 30, 2026.
The Board of Directors authorized a $300 million share repurchase program announced on September 8, 2026.
Crown Castle's Board declared a quarterly cash dividend of $1.0625 per common share, payable December 31, 2026, to holders of record at the close of business on December 15, 2026. The filing contains no earnings, guidance, or other financial results, and the dividend remains subject to future Board approval.
Dividend: $1.0625 per common share, quarterly cash dividend
Record date: close of business December 15, 2026
Payment date: December 31, 2026
Future dividends remain subject to Board of Directors approval
F&G Annuities & Life reported third-quarter 2026 net earnings to common shareholders of $736 million, or $5.48 per diluted share, up from $114 million, or $0.85 per share, a year earlier. Adjusted net earnings fell to $96 million, or $0.74 per share, from $165 million, or $1.22 per share, and total revenues declined to $1,131 million from $1,694 million, so the headline measures point in different directions for shareholders.
GAAP net earnings to common shareholders were $736 million ($5.48 per diluted share), including $648 million of net favorable mark-to-market effects excluded from adjusted results
Adjusted net earnings were $96 million ($0.74 per share), versus $165 million ($1.22 per share) in the third quarter of 2025
Assets under management before reinsurance were $76.2 billion as of September 30, 2026, up 7% from a year earlier; net sales were $1.4 billion versus $2.8 billion
Capital returned to shareholders in the first nine months of 2026 totaled $232 million, including $112 million of dividends and $120 million of share repurchases
Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.
Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.
EOG Resources released its third quarter 2026 operational and financial results, reporting a net income of $2.78 billion and diluted net income per share of $5.33. Total operating revenues reached $8.55 billion for the quarter ended September 30, 2026.
Reported third quarter 2026 net income of $2.78 billion, or $5.33 per diluted share.
Total operating revenues were $8.55 billion for the third quarter of 2026.
Net cash provided by operating activities totaled $3.81 billion for the quarter ended September 30, 2026.
Mattel reported third quarter 2026 net sales of $1,807 million, up 4%, and diluted EPS of $1.23 versus $0.88 a year earlier. The company said the gross margin gain was primarily driven by $88 million of tariff refunds, and its revised 2026 guidance excludes those refunds. The company also named Steve Totzke President and Chief Operating Officer, effective November 11, 2026.
Q3 2026 net sales were $1,807 million, up 4% as reported and 3% in constant currency
Q3 2026 net income was $354 million, an increase of $75 million; diluted EPS was $1.23 versus $0.88
Full-year 2026 adjusted EPS guidance is $1.05 to $1.20 and adjusted operating income guidance is $500 million to $570 million, excluding tariff refunds
Steve Totzke appointed President and COO effective November 11, 2026; Roberto Stanichi resigned as President, Chief Marketing and Brand Officer, effective November 10, 2026
Callaway Golf reported third quarter 2026 net sales of $436.9 million, down 5.6% from a year earlier, while GAAP net income was $45.7 million compared with a net loss of $14.7 million in the prior-year quarter. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, but still expects fourth-quarter results to be down year over year.
Q3 Adjusted EBITDA was $35.9 million, up 17.3%; GAAP gross margin rose to 51.9%, up about 1,210 basis points.
Full-year 2026 net sales outlook raised to $2.065 billion to $2.078 billion, from $2.045 billion to $2.070 billion.
Full-year 2026 Adjusted EBITDA outlook raised to $272 million to $280 million, from $246 million to $260 million.
Q4 2026 net sales are estimated at $328 million to $341 million, versus $368 million a year earlier.
Fox Factory reported third-quarter fiscal 2026 results, with net sales down 10.1% to $338.4 million and a GAAP net loss of $109.6 million that includes a $121.3 million loss on divestitures. Adjusted EBITDA rose to $50.4 million, but that figure includes about $12 million of IEEPA tariff refunds, and the company updated its fourth-quarter outlook and narrowed its fiscal 2026 adjusted EBITDA range.
Net sales were $338.4 million, down from $376.4 million a year earlier; GAAP net loss attributable to FOX stockholders was $109.6 million, or $2.61 per diluted share, versus a $0.6 million loss a year earlier.
Adjusted EPS was $0.54 versus $0.23, and adjusted EBITDA was $50.4 million versus $44.4 million, including about $12 million of IEEPA tariff refunds.
Total debt fell to $397.4 million from $673.5 million at January 2, 2026, after the Marucci Sports divestiture closed on September 25, 2026.
Fourth-quarter outlook: net sales of $287 million to $313 million and adjusted EBITDA of $25 million to $30 million; fiscal 2026 adjusted EBITDA of $143 million to $148 million excluding tariff refunds.
Microchip Technology reported net sales of $1.622 billion for the second quarter of fiscal year 2027, representing a 42.2% increase from the same period last year. GAAP net income attributable to common stockholders reached $373.6 million, or $0.68 per diluted share, while non-GAAP net income was $559.2 million, or $0.97 per diluted share.
Net sales for the September 30, 2026 quarter were $1.622 billion, up 42.2% year-over-year and 9.2% sequentially.
GAAP EPS was $0.68 and Non-GAAP EPS was $0.97 per diluted share for the quarter.
The company returned approximately $247.6 million to common stockholders through dividends during the September quarter.
December quarter net sales are projected to be down 3% to up 1% sequentially, with a midpoint of down 1%.
On November 5, 2026, Lam Research's board approved a $25 billion share repurchase authorization and a quarterly dividend of $0.33 per share. The authorization supplements remaining balances from the prior program and has no termination date. At the November 3, 2026 annual meeting, stockholders re-elected all 10 director nominees, approved executive pay on an advisory basis, and ratified KPMG LLP, but did not approve a stockholder proposal to call special shareholder meetings.
Board authorized up to $25 billion in share repurchases; the program may be suspended or discontinued at any time and does not obligate the company to buy any stock.
Quarterly dividend of $0.33 per share, payable January 6, 2027, to holders of record on December 2, 2026.
Advisory say-on-pay proposal passed with 93.12% of votes cast in favor.
Stockholder proposal on the right to call special shareholder meetings was not approved: 42.22% for, 556,221,352 against.
TD SYNNEX entered into a $1,750 million senior unsecured term loan with Bank of America as administrative agent, dated November 2, 2026. Part of the proceeds repaid in full an existing $750 million term loan that would have matured September 1, 2027, and the rest will fund general corporate purposes, including acquisitions.
New term loan: $1,750 million, maturing November 2, 2029, with no scheduled amortization before maturity
Interest set at SOFR plus a margin of 1.00% to 1.625%, based on TD SYNNEX's public debt rating
Repaid in full the $750 million term loan that would have matured September 1, 2027
Financial covenants require a maximum funded debt to EBITDA ratio of 4.00 to 1.00 and a minimum EBITDA to interest charges ratio of 3.00 to 1.00
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Live Nation Entertainment reported third quarter 2026 financial results, posting revenue of $10.1 billion and operating income of $892 million, driven by strong global concert attendance and ticket sales. For shareholders, the results demonstrate continued double-digit top-line growth and strong cash generation supporting ongoing venue investments.
Quarterly revenue reached $10.1 billion, representing a 19% increase compared to the third quarter of 2025.
Operating income for the quarter was $892 million, up 13% year-over-year.
Adjusted operating income (AOI) grew 14% to $1.18 billion for the third quarter.
Global fan attendance rose 19% to 61 million for the quarter, led by strong international market growth.
Essential Utilities filed an 8-K furnishing American Water's unaudited financial statements for the quarter and nine months ended September 30, 2026, as Exhibit 99.1. The filing is tied to the pending merger under which Essential would become a wholly owned subsidiary of American Water, and the merger has not yet closed.
American Water third-quarter 2026 operating revenues were $1,510 million, up from $1,451 million a year earlier.
Third-quarter net income attributable to common shareholders was $387 million, compared with $379 million, with diluted EPS of $1.94 in both periods.
Nine-month diluted EPS was $4.56 versus $4.47, and the merger remains subject to customary closing conditions, including regulatory approvals.
American Healthcare REIT, Inc. reported third quarter 2026 GAAP net income of $31.2 million, or $0.14 per diluted share, alongside normalized funds from operations of $0.58 per diluted share. Driven by strong portfolio growth and $1.69 billion in senior housing acquisitions during the quarter, the company raised its full-year 2026 guidance for Same-Store NOI growth and normalized FFO.
GAAP net income attributable to controlling interest was $31.2 million, or $0.14 per diluted share, for the quarter ended September 30, 2026.
Normalized Funds From Operations reached $0.58 per diluted share, and total portfolio Same-Store NOI grew 13.8%.
Full-year 2026 NFFO per diluted share guidance was raised to a range of $2.23 to $2.26.
Acquired approximately $1.69 billion of new investments in the SHOP segment during the third quarter.
Moelis & Company reported third-quarter 2026 results with revenue up year over year, and its board declared a $0.65 per share quarterly dividend. The company said the revenue increase reflects higher average fees earned per completed transaction, and it reported record first nine months revenue of $1,154.7 million.
Q3 2026 GAAP revenue was $425.6 million, up from $356.9 million; adjusted revenue was $425.6 million, up 13% from $376.0 million
Q3 2026 GAAP diluted EPS was $0.74 versus $0.67; adjusted diluted EPS was $0.75 versus $0.68
Nine-month 2026 GAAP diluted EPS was $1.83 versus $1.84 in the prior year period; adjusted EPS was $1.87 versus $1.86
Quarterly dividend of $0.65 per share is payable December 17, 2026 to holders of record on November 16, 2026; cash and short-term investments were $658.7 million with no debt
AMN Healthcare reported third-quarter 2026 revenue of $717.3 million, up 13% from a year earlier, with GAAP diluted EPS of $0.83 versus $0.76 and adjusted diluted EPS of $1.16 versus $0.39. The company guided fourth-quarter revenue to $655 million to $670 million, 10-12% below the prior year, with operating margin of (0.1%) to 0.5%, so shareholders face a sharp expected slowdown after a quarter boosted by labor disruption revenue.
Q3 2026 revenue $717.3 million, up 13% year over year; GAAP net income $33.4 million
GAAP diluted EPS $0.83 vs $0.76 a year ago; adjusted diluted EPS $1.16 vs $0.39
Q3 labor disruption revenue $59 million vs $12 million in Q3 2025
Q4 2026 guidance: revenue $655-670 million, operating margin (0.1%) to 0.5%, labor disruption revenue assumed at $5 million vs $124 million in Q4 2025
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.
DXP Enterprises reported third quarter 2026 results for the period ended September 30, 2026, with sales of $587.2 million, up 14.3% from a year earlier, and net income of $26.9 million, up 24.2%. Diluted earnings per share were $1.64 compared with $1.31 in the third quarter of 2025, and the company completed five acquisitions through the quarter.
Sales were $587.2 million versus $513.7 million in the third quarter of 2025; acquisitions contributed $48.8 million.
Net income was $26.9 million versus $21.6 million; diluted EPS was $1.64 versus $1.31.
Adjusted EBITDA was $67.3 million, up 19.0%, with an Adjusted EBITDA margin of 11.5% versus 11.0%.
Free cash flow was $14.4 million versus $28.1 million a year earlier; total debt was $839.5 million as of September 30, 2026.
Devon Energy reported third-quarter 2026 net earnings of $1.0 billion, or $0.88 per diluted share, along with $2.0 billion in adjusted free cash flow. The company raised its year-end 2026 synergy run-rate expectations to approximately $350 million and maintained its full-year guidance while providing an initial 2027 outlook.
Generated $2.8 billion of operating cash flow and $2.0 billion of adjusted free cash flow in the third quarter of 2026.
Agreed to sell Eagle Ford assets for $4.2 billion in cash on October 8, 2026, with closing expected in early 2027.
Returned $1,530 million to shareholders during the quarter through dividends, share repurchases, and debt reduction.
Raised expected year-end 2026 synergy run rate to approximately $350 million.
Global Net Lease reported third quarter 2026 revenue of $112.9 million and a net loss attributable to common stockholders of $67.1 million, with AFFO of $48.3 million, or $0.22 per share. The company raised the low end of its full-year 2026 AFFO per share guidance to $0.83 from $0.82, for a range of $0.83 to $0.85, and reaffirmed its Net Debt to Adjusted EBITDA range of 6.5x to 6.9x.
Q3 2026 revenue of $112.9 million; net loss attributable to common stockholders of $67.1 million
AFFO of $48.3 million, or $0.22 per share, for the third quarter of 2026
Full-year 2026 AFFO per share guidance now $0.83 to $0.85; gross transaction volume guidance now $750 million to $800 million
Repurchased about 6.6 million shares for $58.5 million in the third quarter; gross debt was $2.9 billion at quarter end
Apple Hospitality REIT reported third quarter 2026 net income of $60.5 million, up 18.9% from a year earlier, and net income per share of $0.26, up 23.8%. The company raised its full-year 2026 outlook, with net income now expected at $177 million to $192 million and Adjusted EBITDAre at $482 million to $493 million, which means higher expected profit for shareholders.
Q3 2026 Adjusted EBITDAre was $139.7 million, up 13.3%, and Comparable Hotels RevPAR rose 7.3%.
Full-year 2026 guidance: net income $177 million to $192 million; Comparable Hotels RevPAR change 5.1% to 6.1%.
Company said preliminary October 2026 Comparable Hotels RevPAR rose approximately 10%.
Five hotels are under contract for sale for a combined $71.8 million, with closings expected in the fourth quarter 2026.
Lindsay Corporation entered into a cooperation agreement with activist investor Vision One Fund, LP, under which it will nominate Marvin E. Washington as an independent director at its fiscal 2027 annual meeting and seek stockholder approval to declassify the board. Vision One withdrew its October 5, 2026 stockholder proposals and director nominations and agreed to standstill provisions, which would limit its actions in the company's governance.
Marvin E. Washington to be nominated as independent director at the fiscal 2027 annual meeting, with a term expiring at the fiscal 2030 annual meeting
Washington expected to join the Audit Committee; board size capped at nine directors until the termination date
Board declassification proposals to be voted on at the fiscal 2027 annual meeting, with annual elections fully in place by the fiscal 2030 annual meeting
Vision One withdrew its October 5, 2026 notice of proposals and nominations and agreed to a standstill, including a 4.9% ownership cap
Northern Oil and Gas (NOG) reported third quarter 2026 record production of 156,239 Boe per day, up 19% from a year earlier, and raised its 2026 production guidance to 147,000 to 150,000 Boe per day. The company posted a GAAP net loss of $111.8 million, or $1.06 per diluted share, driven mainly by a non-cash mark-to-market loss of about $308.0 million on derivatives, while Adjusted EBITDA rose to $444.5 million. For shareholders, higher output and guidance are offset by a larger reported accounting loss and lower total revenues.
Production of 156,239 Boe per day, up 19% from Q3 2025; 2026 production guidance raised to 147,000 to 150,000 Boe per day from 143,000 to 148,000
GAAP net loss of $111.8 million ($1.06 per diluted share) versus a $129.1 million loss in Q3 2025, driven by a non-cash derivative loss of about $308.0 million
Oil and gas sales of $697.7 million, up from $482.2 million in Q3 2025; total revenues fell to $345.9 million from $556.6 million
Adjusted EBITDA of $444.5 million, up 11% from the second quarter of 2026; Free Cash Flow of $148.6 million
WillScot reported third quarter 2026 revenue of $601.3 million, up from $566.8 million a year earlier, and diluted EPS of $0.28 versus $0.24. Adjusted EBITDA fell to $233.6 million from $243.3 million, and its margin dropped to 38.8% from 42.9%. The company raised its 2026 revenue outlook to $2.340 billion but kept its Adjusted EBITDA outlook at $920 million, and it expects mid-single digit percentage Adjusted EBITDA growth in 2027.
Q3 2026 revenue $601.3 million vs. $566.8 million in Q3 2025; net income $51.6 million vs. $43.3 million
Adjusted EBITDA $233.6 million vs. $243.3 million; Adjusted EBITDA margin 38.8% vs. 42.9%; Adjusted diluted EPS $0.29 vs. $0.30
2026 outlook: revenue raised to $2.340 billion; Adjusted EBITDA maintained at $920 million; Net CAPEX outlook $400 million
Paid down $57 million of debt in the quarter; no debt maturities until August 2028; company expects leverage approaching 3.0x as it exits 2027
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
HASI reported third-quarter 2026 results on November 5, 2026, with GAAP diluted EPS of $1.04 versus $0.61 a year earlier and Adjusted EPS of $0.82 versus $0.80. The company reaffirmed its 2026 Adjusted EPS guidance of $3.55 to $3.65 and declared a quarterly dividend of $0.425 per share. Nine-month GAAP diluted EPS was $1.47, down from $1.79, and the quarter included a $21 million economic loss on a consolidated project company.
GAAP diluted EPS was $1.04 in Q3 2026, compared with $0.61 in Q3 2025; GAAP net income to controlling stockholders was $146 million versus $83 million.
Adjusted EPS was $0.82 in Q3 2026, compared with $0.80 in Q3 2025; Adjusted Recurring Net Investment Income was $121 million, up 15%.
Company reaffirmed 2026 Adjusted EPS guidance of $3.55 to $3.65 and expects minimal ATM share issuances for the full year 2026.
Board approved a quarterly cash dividend of $0.425 per share, payable January 8, 2027, to holders of record as of December 29, 2026.
Genpact Limited announced its third quarter 2026 financial results, reporting net revenues of $1.385 billion, representing a 7.3% increase year-over-year. Driven by strong performance in Advanced Technology Solutions and margin expansion, the company raised its full-year 2026 guidance for gross margin and adjusted diluted earnings per share.
Net revenues for Q3 2026 were $1.385 billion, up 7.3% year-over-year.
Advanced Technology Solutions net revenues grew 30.3% year-over-year to $405 million.
Diluted earnings per share for the quarter was $0.89, compared to $0.83 in Q3 2025.
Genpact repurchased approximately 870,000 common shares for about $31 million during the quarter.
Five9 reported third-quarter 2026 results on November 5, 2026. Revenue rose 13% to $323.3 million, while GAAP net income fell to $14.5 million from $18.0 million, and non-GAAP net income per diluted share rose to $0.82 from $0.78. The company also signed a definitive agreement to acquire Level AI for $325.0 million in cash, expected to close in Q4 2026, and its guidance excludes that deal.
Revenue rose 13% to $323.3 million; GAAP net income was $14.5 million, or $0.19 per diluted share, versus $18.0 million, or $0.21, a year earlier.
Non-GAAP net income per diluted share was $0.82 versus $0.78; adjusted EBITDA was $81.2 million, or 25.1% of revenue.
Full-year 2026 revenue guidance is $1.269 to $1.275 billion; fourth-quarter revenue guidance is $328.0 to $334.0 million.
Level AI acquisition for $325.0 million in cash, expected to close in Q4 2026, subject to customary closing conditions.
Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
Astrana Health reported third-quarter 2026 results on November 5, 2026, with revenue of $1,023.6 million, up 7%, and net income attributable to Astrana of $13.0 million, up from $0.4 million a year earlier. The company also narrowed its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow and gave fourth-quarter guidance; the filing does not state prior guidance, so the direction of the change is not shown. For shareholders, headline profit and revenue both improved, while adjusted EPS rose 4% to $0.71.
Q3 2026 total revenue $1,023.6 million, up 7%; adjusted EBITDA $77.2 million, up 13%
Net income attributable to Astrana $13.0 million vs $0.4 million; diluted EPS $0.26 vs $0.01
Adjusted EPS - diluted $0.71, up 4% from $0.68
Full-year 2026 guidance: total revenue $3.9 billion to $4.0 billion; adjusted EBITDA $261 million to $274 million; free cash flow $107.5 million to $130 million
TransUnion's board appointed David Gilbert, currently Senior Vice President and CFO for International, as interim Chief Financial Officer effective January 1, 2027. The change follows CFO Todd Cello's previously announced resignation effective December 31, 2026, after which Cello will serve as a full-time advisor through March 1, 2027. The company says it continues to search for a permanent CFO.
David Gilbert, who joined TransUnion in 1991, becomes interim CFO effective January 1, 2027.
Gilbert receives a $15,000 monthly stipend for his interim service.
Separate retention awards include $150,000 in cash, paid 50% in June 2027 and 50% in December 2027, and restricted stock units with a $150,000 grant date value that vest on the first anniversary of the grant.
Todd Cello resigned as CFO on September 19, 2026, effective December 31, 2026.
ICU Medical reported third quarter 2026 GAAP revenue of $560.4 million, up from $537.0 million a year earlier, and GAAP net income of $26.8 million, or $1.07 per diluted share, compared with a net loss of $3.4 million in the prior-year quarter. The company reaffirmed its full-year 2026 guidance and now expects to finish toward the higher end of the range, which matters to shareholders because it signals the company expects its annual results to land near the top of its prior outlook.
Q3 2026 GAAP revenue $560.4 million vs. $537.0 million in Q3 2025; GAAP gross margin 42% vs. 37%
Q3 2026 adjusted diluted EPS $2.44 vs. $2.03 in Q3 2025; adjusted EBITDA $113.9 million vs. $105.9 million
Full-year 2026 guidance reaffirmed: GAAP net income $73 million to $83 million, adjusted EBITDA $415 million to $435 million, adjusted diluted EPS $8.60 to $9.00
Company expects to end fiscal 2026 toward the higher end of the guidance range; results released November 5, 2026
CarGurus reported third-quarter 2026 results for the period ended September 30, 2026, with revenue up 12% year over year to $258.4 million and GAAP net income from continuing operations up 2% to $52.8 million. The company also issued fourth-quarter and full-year 2026 guidance and authorized a $250.0 million share repurchase program, which matters to shareholders because it signals both growth in the core business and capital returned to stockholders.
Q3 2026 revenue of $258.4 million, up 12% year over year and at the high end of guidance; Adjusted EBITDA from continuing operations of $89.7 million, up 9%
Q3 diluted EPS from continuing operations of $0.59, versus $0.52 a year earlier; nine-month GAAP net income from continuing operations fell 6% to $134.2 million
Fourth-quarter 2026 guidance: revenue of $258.5 million to $263.5 million and non-GAAP EPS of $0.73 to $0.79
Board authorized a $250.0 million share repurchase program; nine-month impairments totaled $20.2 million
Sarepta reported third quarter 2026 total revenues of $381.4 million, down $18.0 million (5%) from a year earlier, while GAAP operating loss narrowed to $9.0 million from $103.4 million. The company raised the low end of its full-year 2026 total net product revenue guidance by $50.0 million to $1.25 billion to $1.3 billion and lowered the high end of its expense guidance by $25.0 million to $800 million to $825 million.
Q3 2026 total revenues were $381.4 million, versus $399.4 million in Q3 2025, a decrease of $18.0 million.
Q3 2026 GAAP net loss was $28.5 million, or $(0.27) per diluted share, versus a $50.6 million loss a year earlier; non-GAAP net income was $15.6 million.
2026 total net product revenue guidance low end raised $50.0 million to $1.25 billion–$1.3 billion; combined non-GAAP R&D and SG&A expense guidance now $800 million–$825 million.
Cash, cash equivalents, restricted cash and investments were $998.7 million as of September 30, 2026.
Lyft reported third-quarter 2026 revenue of $1.8 billion, up 8% year over year, and a net loss of $9.7 million, compared with net income of $46.1 million a year earlier. The company said the loss reflects $117.9 million in legal, tax and regulatory reserve changes and settlements, while Adjusted EBITDA rose 47% to $203.9 million and the company gave fourth-quarter 2026 Adjusted EBITDA guidance of $188 million to $213 million.
Q3 2026 revenue of $1.8 billion, up 8% year over year; $69.1 million of the $117.9 million reserve impact was recorded as a reduction to revenue
Net loss of $9.7 million, or $(0.03) per share, versus net income of $46.1 million in Q3 2025
Adjusted EBITDA of $203.9 million, up 47%; Q4 2026 outlook calls for Gross Bookings of $5.74 billion to $5.94 billion and Adjusted EBITDA of $188 million to $213 million
Five9 entered into a merger agreement on November 5, 2026, to acquire Level AI, with Level AI becoming a wholly owned subsidiary. The cash price is $325.0 million, subject to customary adjustments, and the company says the deal adds AI capabilities and a new way to reach enterprises. Completion depends on customary closing conditions, and the deal is expected to close in 2026.
Aggregate consideration is $325.0 million in cash, subject to adjustments for Level AI's cash, indebtedness, transaction expenses and net working capital at closing.
Stockholders of Level AI holding enough voting power to approve the deal have signed support agreements, so no further Level AI stockholder approval is required.
Either party may terminate if closing has not occurred by February 5, 2027; neither party must pay a termination fee.
Five9 says the deal is expected to close in 2026, and Centerview Partners LLC is its financial advisor.
Globus Medical reported third quarter 2026 worldwide net sales of $763.7 million, representing a 0.7% decrease compared to the same period in 2025, alongside GAAP net income of $141.2 million. The company updated its full-year 2026 revenue guidance to $3.09 billion and announced a $500 million increase to its share repurchase program.
Worldwide net sales were $763.7 million for the third quarter ended September 30, 2026, down 0.7% year-over-year.
GAAP diluted earnings per share increased 18.2% to $1.04 for the quarter.
The Board authorized an additional $500.0 million share repurchase program increase on November 2, 2026.
Full-year 2026 revenue guidance was updated to $3.09 billion.
CareTrust REIT reported third quarter 2026 net income of $83.7 million, or $0.35 per diluted share, matching the prior year period. The company also announced an increase to its full-year 2026 guidance midpoints for Normalized FFO and Normalized FAD, and reported significant investment activity including the initial closing of 45 U.K. care homes.
Net income for the quarter ended September 30, 2026, was $83.7 million, or $0.35 per diluted share.
Normalized FFO per diluted share grew 20% year-over-year to $0.54.
Full-year 2026 guidance was updated to project Normalized FFO of approximately $2.08 to $2.09 per share.
The quarterly dividend was maintained at $0.39 per share.
OUTFRONT Media reported third-quarter 2026 revenues of $511.1 million, up 9.3% from a year earlier, and net income attributable to the company of $64.8 million, or $0.36 per diluted share, compared with $0.29 a year earlier. The company said it currently expects 2026 to be a double-digit revenue growth year, and its board declared a $0.33 per share quarterly dividend. Shareholders see higher revenue and profit, though selling, general and administrative expenses rose 23.1%.
Q3 2026 revenues $511.1 million, up 9.3% from $467.5 million; net income attributable to the company $64.8 million vs. $51.3 million
Diluted EPS $0.36 vs. $0.29; Adjusted OIBDA $145.3 million, up 5.9%
SG&A rose 23.1% to $129.5 million, driven mainly by compensation, professional fees and bad debt allowance
Quarterly dividend of $0.33 per share, record date December 4, 2026, payable December 31, 2026
Tandem Diabetes Care reported third-quarter 2026 results for the period ended September 30, 2026, with worldwide sales up 14% to $283.7 million and a net loss of $7.1 million, compared with $21.2 million a year earlier. The company reaffirmed its full-year 2026 guidance, including sales of approximately $1.065 billion to $1.085 billion.
Worldwide sales rose 14% to $283.7 million; U.S. sales rose 9% to $191.0 million and international sales rose 26% to $92.6 million.
Gross margin was 57%, compared with 54% in the third quarter of 2025.
Operating loss was $2.4 million, compared with $22.9 million a year earlier; adjusted EBITDA was $18.0 million.
For 2026, the company reaffirmed sales guidance of $1.065 billion to $1.085 billion and adjusted EBITDA margin guidance of 5% to 6%.
Halozyme Therapeutics reported third quarter 2026 total revenue of $493 million, representing a 39% increase year-over-year, alongside net income of $247 million. Driven by strong partner product sales and royalty growth, the company raised its full-year 2026 financial guidance ranges for total revenue, royalty revenue, adjusted EBITDA, and non-GAAP diluted EPS.
Total revenue increased 39% year-over-year to $493 million for the third quarter ended September 30, 2026.
Royalty revenue grew 44% year-over-year to $341 million.
Full-year 2026 total revenue guidance was raised to a range of $1.860 billion to $1.925 billion.
The Dutch patent court issued an injunction against Merck prohibiting the launch of Keytruda Qlex in multiple European markets.
Synaptics reported fiscal first-quarter 2027 results for the quarter ended September 26, 2026, with revenue of $294.0 million, up 1% year over year, and a GAAP net loss of $17.7 million, narrower than the $20.6 million loss a year earlier. The company said supply constraints and memory-related demand affected revenue, and it will not hold an earnings call or provide a financial outlook because of its pending acquisition by onsemi, which was restructured into an all-cash deal on October 1, 2026.
Revenue of $294.0 million, up from $292.5 million a year earlier
GAAP net loss of $17.7 million, or $0.45 per share, versus $20.6 million, or $0.53 per share, a year earlier
Non-GAAP diluted earnings per share of $1.26, up from $1.09 a year earlier
No earnings call or forward-looking outlook due to the pending onsemi acquisition
Akamai Technologies reported third quarter 2026 revenue of $1.1 billion, representing a 6% increase year-over-year. The company provided forward-looking revenue guidance, projecting 2027 total company revenue growth of 17% to 22% and 2028 total revenue to exceed $7.0 billion.
Third quarter revenue reached $1.1 billion, up 6% year-over-year.
Cloud Infrastructure Services revenue grew 34% year-over-year to $109 million.
GAAP net income per diluted share was $0.77, down 21% year-over-year.
Full-year 2027 total company revenue is projected to grow 17% to 22% year-over-year when adjusted for foreign exchange.
MasterBrand reported third-quarter 2026 results, with net sales of $1,036.8 million up from $698.9 million a year earlier, largely due to the American Woodmark acquisition, which closed May 28, 2026. The company posted a net loss of $9.2 million, compared with net income of $18.1 million in the prior-year quarter, and it expects a fourth-quarter adjusted diluted loss per share of $(0.12) to $(0.08). For shareholders, sales rose but profit fell, and the outlook supersedes the company's prior second-half 2026 outlook.
Net sales were $1,036.8 million, including $355.7 million from American Woodmark; legacy MasterBrand net sales fell 2.5% to $681.1 million.
Net loss was $(9.2) million, or $(0.05) per diluted share, versus net income of $18.1 million, or $0.14 per diluted share, a year earlier; adjusted diluted EPS was $0.10 versus $0.33.
Fourth-quarter 2026 outlook: net sales of $958 to $988 million and adjusted EBITDA of $38 to $48 million.
Full-year 2026 free cash flow is expected to be approximately breakeven; no share repurchases were made in the third quarter. Net debt was $1,091.1 million, a 4.3x ratio to trailing adjusted EBITDA.
Teradata reported third-quarter 2026 total revenue of $399 million, down 4% from $416 million a year earlier, and GAAP diluted EPS of $0.40 versus $0.42. It raised its full-year 2026 GAAP and non-GAAP EPS ranges, but expects fourth-quarter total revenue to fall 4% to 6% year-over-year.
Q3 2026 total revenue was $399 million versus $416 million; non-GAAP diluted EPS was $0.70 versus $0.72.
Total ARR rose to $1.512 billion, up 1% as reported; public cloud ARR rose 11% to $700 million.
Full-year 2026 non-GAAP diluted EPS raised to $2.86 to $2.90; full-year total revenue narrowed to -1% to flat year-over-year.
Fourth-quarter 2026 outlook: total revenue down 4% to 6% year-over-year; non-GAAP diluted EPS of $0.58 to $0.62.
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Paylocity Holding Corporation announced its financial results for the first quarter of fiscal 2027 ended September 30, 2026, reporting total revenue of $451.7 million, an increase of 10.7% year-over-year. The company also completed the acquisition of Aidora Inc. in July 2026 and raised its fiscal 2027 guidance across revenue and profitability.
Recurring and other revenue for Q1 fiscal 2027 reached $424.5 million, up 12.0% year-over-year.
GAAP net income for Q1 fiscal 2027 was $57.6 million, or $1.07 per diluted share.
Repurchased $152.5 million or 1.1 million shares during Q1 fiscal 2027.
Full fiscal 2027 total revenue is expected to be between $1.910 billion and $1.925 billion.
StepStone Group reported results for the quarter ended September 30, 2026, with total revenues of $773.1 million, up from $454.2 million a year earlier, and a GAAP net loss attributable to shareholders of $71.2 million, or $0.87 per share, compared with a loss of $366.1 million, or $4.66 per share, a year earlier. The company also declared a quarterly dividend of $0.33 per share, up from $0.28, payable December 15, 2026.
Total revenues of $773.1 million, up 70% from $454.2 million a year earlier; management and advisory fees, net, of $293.1 million, up 36%.
GAAP net loss attributable to StepStone Group Inc. of $71.2 million, or $0.87 per share, versus a loss of $366.1 million, or $4.66 per share, a year earlier.
Adjusted net income of $82.9 million, or $0.66 per share, versus $66.7 million, or $0.54 per share, a year earlier; fee-related earnings of $126.2 million versus $78.6 million.
Quarterly dividend of $0.33 per share, payable December 15, 2026, to holders of record as of November 30, 2026.
Artivion reported third-quarter 2026 revenue of $123.8 million, up 9% from $113.4 million a year earlier, but swung to a GAAP net loss of $7.9 million, or $0.16 per diluted share, from net income of $6.5 million, or $0.13 per diluted share, in the prior-year quarter. Adjusted EBITDA fell 8% to $22.5 million, and the company narrowed its full-year 2026 revenue and adjusted EBITDA guidance ranges.
Q3 2026 revenue of $123.8 million, up 9% on both GAAP and constant currency bases; On-X grew 13% in constant currency.
Q3 2026 GAAP net loss of $(7.9) million, or $(0.16) per diluted share, versus net income of $6.5 million, or $0.13, in Q3 2025.
Adjusted EBITDA declined 8% to $22.5 million from $24.6 million.
FY 2026 revenue guidance narrowed to $484 million to $492 million from $480 million to $496 million; adjusted EBITDA guidance narrowed to $93 million to $98 million from $92 million to $99 million.
Arlo Technologies reported third-quarter 2026 results for the period ended September 27, 2026, with revenue of $149.2 million versus $139.5 million a year earlier and GAAP diluted EPS of $0.01 versus $0.06. Non-GAAP diluted EPS rose to $0.24 from $0.16, and the company authorized a new stock repurchase program of up to $100 million through December 31, 2028. The company also issued fourth-quarter 2026 revenue guidance of $137 million to $147 million.
Q3 2026 revenue of $149.2 million, up from $139.5 million a year earlier and down from $155.9 million in the prior quarter
Subscriptions and services revenue of $96.0 million, up 20.1% year over year; GAAP net income of $0.9 million versus $6.9 million a year earlier
Non-GAAP diluted EPS of $0.24 versus $0.16 a year earlier; adjusted EBITDA of $26.9 million
New buyback of up to $100 million through December 31, 2028; Q4 2026 revenue guidance of $137 million to $147 million, GAAP EPS of $(0.03) to $0.03
Solventum reported third-quarter 2026 net sales of $1.9 billion, a 7.0 percent decrease on a reported basis due to prior-quarter advance orders placed ahead of ERP cutovers. Despite the sales decline and a GAAP net loss of $12 million, the company raised its full-year adjusted diluted EPS guidance to a range of $7.20 to $7.30 and expects organic sales growth toward the high end of its +2.5% to +3.0% range.
Q3 2026 net sales were $1.9 billion, reflecting a 7.0% reported decrease and a 2.8% organic decrease.
GAAP diluted earnings per share was $(0.07), while adjusted diluted earnings per share was $1.45.
Full-year adjusted EPS guidance was raised to $7.20 to $7.30 from the prior range of $7.10 to $7.20.
Century Aluminum reported third quarter 2026 net income attributable to Century of $302.6 million, or $2.89 per diluted share, up from $249.3 million, or $2.39, in the second quarter, on net sales of $961.2 million. Adjusted EBITDA attributable to Century was $331.6 million, and the company expects fourth quarter 2026 Adjusted EBITDA of $275 million to $300 million, below the third quarter level.
Q3 2026 net sales of $961.2 million, up $209.1 million from Q2 2026, driven by higher shipments after the Grundartangi Line 2 restart
Q3 2026 diluted EPS of $2.89 versus $2.39 in Q2 2026; adjusted EPS of $2.58 versus $2.46
Q4 2026 Adjusted EBITDA outlook of $275 million to $300 million
Liquidity of $1,161.5 million at September 30, 2026, including $713.0 million in cash and cash equivalents
Brixmor's operating partnership signed a $400 million delayed-draw term loan facility, undrawn as of November 5, 2026, and amended its existing revolving credit and term loan agreements to lower borrowing rates and facility fees. The filing describes financing terms rather than a reported change in earnings, and the facility is not yet drawn.
$400 million delayed-draw term loan facility with Wells Fargo, drawable within six months and maturing February 15, 2031
Revolver amendment with JPMorgan Chase lowers term SOFR margins to 0.65% to 1.35% and facility fees to 0.10% to 0.30%
Term loan amendment lowers term SOFR margins to 0.70% to 1.55%, with pricing tied to credit rating
Dropbox reported third-quarter 2026 revenue of $637.3 million, representing a 0.5% year-over-year increase, alongside GAAP net income of $116.1 million. The company also announced a planned $350.0 million cash acquisition of Tigris Data and the launch of DBX Agent Cloud to expand into AI infrastructure.
Total revenue was $637.3 million for the quarter ended September 30, 2026, up 0.5% year-over-year.
GAAP net income was $116.1 million, and non-GAAP net income reached $197.8 million.
Announced an agreement to acquire Tigris Data for approximately $350.0 million in cash.
Total annual recurring revenue reached $2.555 billion, an increase of 0.8% year-over-year.
BJ's Restaurants reported fiscal third quarter 2026 revenue of $358.6 million, up 8.6%, with comparable restaurant sales up 8.1% and diluted earnings of $0.24 per share versus $0.02 a year earlier. The company also raised several fiscal 2026 guidance metrics, including restaurant level operating profit and Adjusted EBITDA, which signals improving profitability for shareholders.
Q3 revenue of $358.6 million, up 8.6% from $330.2 million; comparable restaurant sales up 8.1%
Diluted EPS of $0.24 versus $0.02 in the prior-year quarter; net income of $5.3 million
Restaurant level operating profit of $52.9 million, up 27.9%; margin of 14.7% versus 12.5%
Revised 2026 outlook: restaurant level operating profit of $233 million to $237 million (prior $228 million to $235 million); Adjusted EBITDA of $149 million to $154 million (prior $145 million to $152 million)
BlackLine reported third quarter 2026 results with revenue up 8.5% year over year and GAAP net income attributable to the company roughly doubling. The filing also gave fourth quarter and full-year 2026 revenue ranges, and management described an updated outlook tied to the timing of customer decisions, though the filing does not state prior guidance figures for comparison.
Q3 2026 GAAP revenue of $193.4 million, up 8.5% from $178.3 million a year earlier
GAAP net income attributable to BlackLine of $10.6 million, or $0.18 per diluted share, versus $5.3 million, or $0.09, in Q3 2025
Full-year 2026 GAAP revenue expected at $759.5 million to $761.5 million; Q4 2026 expected at $195 million to $197 million
Board approved a $100 million increase to the stock buyback program; $240.6 million of capacity remained at September 30, 2026
Texas Roadhouse reported its financial results for the third quarter ended September 29, 2026, featuring a 9.5% increase in total revenue to $1.57 billion and an 8.6% increase in diluted earnings per share to $1.36. The company also announced a quarterly cash dividend of $0.75 per share, payable on December 29, 2026, to shareholders of record on December 1, 2026.
Total revenue for the 13 weeks ended September 29, 2026, rose 9.5% to $1.57 billion compared to the prior year period.
Diluted earnings per share increased 8.6% to $1.36 for the third quarter.
Comparable restaurant sales grew 4.3% during the third quarter of 2026.
The board approved a quarterly cash dividend of $0.75 per share, payable on December 29, 2026.
NMI Holdings reported third-quarter 2026 net income of $93.5 million, or $1.23 per diluted share, for the quarter ended September 30, 2026. That was down from $105.8 million, or $1.38 per share, in the second quarter, but up slightly from $1.22 per share in the third quarter of 2025, while total revenue of $187.6 million was roughly flat sequentially and up from $178.7 million a year earlier.
Diluted EPS was $1.23 versus $1.38 in Q2 2026 and $1.22 in Q3 2025; adjusted diluted EPS was $1.23.
Insurance claims and claim expenses were $29.1 million, with a loss ratio of 18.7% versus 8.3% in Q2 2026 and 12.3% in Q3 2025.
Book value per share excluding unrealized gains and losses was $38.13, up 14% from $33.32 a year earlier.
The company repurchased 626,383 shares for $27.1 million in the quarter and has bought back $435 million since the program began.
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.
Alpha and Omega Semiconductor reported results for its fiscal first quarter of 2027, ended September 30, 2026. Revenue rose 4.3% from the June quarter to $177.8 million but fell 2.6% from a year earlier, and the GAAP net loss was $6.1 million, or $0.20 per diluted share, compared with a $2.1 million loss a year earlier. The company expects fiscal second-quarter revenue of approximately $180 million, plus or minus $10 million, so shareholders face sequential improvement alongside a year-over-year decline in profit and sales.
Revenue was $177.8 million, up 4.3% from $170.4 million in the June 2026 quarter and down 2.6% from $182.5 million a year earlier.
GAAP net loss was $6.1 million, or $0.20 per diluted share, versus a $13.1 million loss ($0.43) in the June quarter and a $2.1 million loss ($0.07) a year earlier.
Non-GAAP net loss was $2.1 million, or $0.07 per share, compared with non-GAAP net income of $4.2 million ($0.13 per share) a year earlier.
Fiscal Q2 guidance: revenue of approximately $180 million, plus or minus $10 million, and GAAP gross margin of 25.1%, plus or minus 1%.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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