3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Redwood Trust said it will release third quarter 2026 results on November 3, 2026, after the New York Stock Exchange closes, with a conference call the same afternoon. In the accompanying press release, CEO Christopher Abate said the company distributed more than $8 billion of mortgage loans through securitizations and whole loan sales in the quarter and ended September with about $190 million of cash and cash equivalents.
Third quarter 2026 results scheduled for release on Tuesday, November 3, 2026, after market close
Conference call set for 5:00 p.m. Eastern Time the same day; replay available through November 17, 2026
CEO said the company distributed more than $8 billion of mortgage loans in the third quarter and ended September with about $190 million of cash
CEO said the company intends to continue opportunistic debt repurchases under its existing authorization
EQT Corporation said it expects to report a total gain on derivatives of $100 million for the three months ended September 30, 2026, including $70 million in net cash settlements received, with $68 million from NYMEX natural gas hedges. The figures are preliminary and will be finalized in the company's Form 10-Q or earnings release, so they give shareholders an early read on hedging results rather than a full picture of operating performance.
Expected total gain on derivatives of $100 million for the quarter ended September 30, 2026
Net cash settlements received on derivatives of $70 million, including $68 million on NYMEX natural gas hedges and $2 million on basis and liquids hedges
No premiums paid or received for derivatives that settled during the period
Amounts are preliminary and will be reported in the Form 10-Q or corresponding earnings release
AZZ reported second-quarter fiscal 2027 sales of $486.9 million, up 16.7%, and adjusted diluted EPS of $2.00, up 29.0%, for the quarter ended August 31, 2026. GAAP diluted EPS fell 34.2% to $1.94 because the prior-year quarter included a large AVAIL joint venture gain, and the company raised its fiscal 2027 guidance for sales, adjusted EBITDA and adjusted diluted EPS.
Second-quarter sales were $486.9 million; Metal Coatings rose 22.9% to $233.5 million and Precoat Metals rose 11.5% to $253.4 million.
GAAP diluted EPS was $1.94, down 34.2%; adjusted diluted EPS was $2.00, up 29.0%.
Fiscal 2027 adjusted diluted EPS guidance was raised to $7.00-$7.30 from $6.75-$7.15, and sales guidance to $1.825-$1.875 billion from $1.80-$1.85 billion.
During the first half, AZZ repurchased $20.0 million of common stock and completed the $57.5 million Seattle Galvanizing acquisition.
Better Home & Finance Holding Company reported preliminary third-quarter 2026 Loan Volume of $1.39 billion, up 15% from a year earlier and toward the lower end of its prior guidance range of $1.375 billion to $1.525 billion. The company also reported Tinman AI platform volume of $790 million, up 64%, and said it has implemented about $13.2 million in annualized expense reductions, with a further $51 million targeted. The results are preliminary, the company did not report profit or earnings per share in this filing, and the figures remain subject to its closing procedures.
Total Loan Volume of $1.39 billion, up 15% from $1.21 billion in Q3 2025, within guidance of $1.375 billion to $1.525 billion
Tinman AI platform volume of $790 million, up 64% from $483 million, about 57% of total Loan Volume
About $13.2 million in annualized expense reductions implemented; $64.2 million annualized targeted once fully implemented
Results are preliminary estimates subject to completion of closing procedures; the company is in a 2-month public proxy fight
Flyte Aviation furnished a press release reporting preliminary, unaudited third-quarter 2026 revenue of about $2.15 million, up about 110% from $1.02 million in the second quarter. The filing says the auditor has not finished its review, and final results in the Form 10-Q may differ. The filing does not report profit, earnings per share, or guidance.
Preliminary Q3 2026 revenue of about $2.15 million, compared with $1.02 million in Q2 2026
Aviation segment revenue rose 150% sequentially to about $1.87 million; MedTech revenue rose 4% sequentially to about $280,000
Registered platform users exceed 20,000 after more than 13,000 new accounts since the late May 2026 redesign
Results are unaudited and may change once the independent auditor completes its review and the 10-Q is filed
Citigroup reported third-quarter 2026 net income of $5.2 billion, or $2.85 per diluted share, on revenues of $23.8 billion, up from $3.8 billion, or $1.86 per share, a year earlier. The prior-year figures included a $726 million goodwill impairment tied to the Banamex stake sale, so excluding that item, earnings per share rose 27%. Returns to common shareholders totaled $4.1 billion in the quarter, and management said it expects to exceed this year's return target.
Revenues rose 8% to $23.8 billion, driven by Services, Wealth, Markets and Banking, partly offset by All Other.
Reported EPS of $2.85 compared with $1.86 a year earlier; excluding the prior-year notable item, prior-year EPS was $2.24.
Provision for credit losses was $2.6 billion, up 6%, with a net reserve build of $369 million.
Common Equity Tier 1 capital ratio was 12.8%, unchanged from the prior quarter; return on average tangible common equity was 11.5%.
Sizzle II filed a Trasteel press release, furnished under Item 7.01, reporting unaudited first-half 2026 results. Total revenue rose 40.0% to $1,192.4 million, operating profit rose to $37.0 million from $14.6 million, and EBITDA rose 80.8% to $50.7 million. Trasteel reaffirmed its full-year 2026 projections, and the business combination with Sizzle II is expected to close by the end of 2026, subject to Sizzle II shareholder approval.
Total revenue of $1,192.4 million in H1 2026, up 40.0% from $851.8 million in H1 2025
EBITDA of $50.7 million, up 80.8% from $28.0 million; operating profit of $37.0 million versus $14.6 million
Gross profit of $105.9 million, up 36.9%, while gross profit as a percentage of total revenue slipped to 8.9% from 9.1%
FY 2026 projections: revenue $2.1-2.5 billion, gross profit $200 million, EBITDA $80-85 million; results are unaudited and not PCAOB reviewed
California Resources disclosed preliminary, unaudited realized prices and commodity derivative results for the three months ended September 30, 2026. Oil realized $72.46 per barrel after derivative settlements, compared with $83.42 before settlements, and the company estimates a $134 million loss from derivative settlements. The filing does not provide full quarterly earnings, and the company says final results could differ.
Oil realized price was $72.46 per barrel with derivative settlements, versus $83.42 per barrel without them.
Brent index price was $91.36 per barrel and WTI was $85.79 per barrel for the period.
Estimated derivative settlement loss of $134 million, including $122 million on commodity sales derivatives and $12 million on natural gas purchase derivatives.
The figures are preliminary and unaudited and are not a full earnings estimate.
Johnson & Johnson reported third-quarter 2026 sales up 5.9% to $25.4 billion, but net earnings fell 95.9% to $210 million after a one-time special charge for the proposed talc litigation resolution. Adjusted EPS fell 7.5% to $2.59, and the company raised its full-year 2026 adjusted EPS guidance midpoint to $11.10, which matters to shareholders because the higher outlook is offset by a large reported charge and lower adjusted profit.
Q3 2026 reported sales were $25,399 million, up 5.9% from $23,993 million; net earnings were $210 million versus $5,152 million, and diluted EPS was $0.09 versus $2.12.
Adjusted diluted EPS was $2.59 versus $2.80 a year earlier, down 7.5%.
Full-year 2026 adjusted EPS guidance midpoint rose to $11.10 from $11.04 in July 2026; estimated reported sales midpoint is $101.2 billion.
Other (income) expense, net was $5,780 million in the quarter, reflecting the talc litigation charge, the Firefly Bio acquisition and the Sail Biomedicines collaboration.
Northern Oil and Gas (NOG) issued a preliminary third quarter 2026 operational update on October 12, 2026, reporting clean operations and an expected $250.0 million to $253.0 million in third quarter capital expenditures. The company also expects large derivative losses, with unrealized mark-to-market losses of $300 million to $320 million and realized hedge losses of $51 million to $52 million, and the figures remain subject to final closing procedures.
Expected third quarter unrealized mark-to-market losses on derivatives of $300 million to $320 million, with realized hedge losses of $51 million to $52 million.
Expected third quarter capital expenditures of $250.0 million to $253.0 million, excluding non-budgeted acquisitions; the company reiterated its 2026 capital guidance and expects spending toward the higher end of the range.
Repurchased 667,989 shares for $16.0 million in the third quarter at an average of $23.96 per share; about $227.2 million remains under the buyback program after a $150.0 million increase authorized in July 2026.
Declared a $0.45 quarterly cash dividend on August 4, 2026, payable October 30, 2026.
Goldman Sachs reported third-quarter 2026 net revenues of $18.68 billion, up 23% from the third quarter of 2025 but down 8% from the second quarter of 2026. Diluted earnings per share were $17.01, compared with $12.25 a year earlier and $20.98 in the prior quarter, so shareholders see higher year-over-year profit but a sequential decline.
Net revenues $18.68 billion, up 23% year over year and down 8% from the second quarter of 2026
Diluted EPS $17.01 versus $12.25 in Q3 2025 and $20.98 in Q2 2026; net earnings $5.29 billion
Annualized return on average common shareholders' equity 18.7%; book value per share $372.64
Board declared a $5.00 per share dividend payable December 30, 2026, to holders of record on December 2, 2026
Occidental Petroleum said in an 8-K that its third quarter 2026 production is within guidance, despite temporary September curtailments at Gulf of America facilities caused by a third-party gas pipeline constraint and maintenance. The company also said crude oil collar settlements reduced operating cash flow before working capital by $94 million, and it provided preliminary Q3 price, volume and share count figures ahead of full results. The considerations are preliminary and not an earnings estimate, so shareholders will need the final third quarter report to gauge profit.
Total company Q3 2026 production is within Occidental's guidance range, including the Gulf of America downtime
Gulf of America net sales volumes were 110 Mboed and domestic lease operating cost was $8.54 per boe in the quarter
Crude oil collar settlements reduced Q3 operating cash flow before working capital by $94 million
Worldwide average realized oil price was $85.91 per barrel versus WTI at $85.79; average diluted shares were 1,012.8 million
JPMorgan Chase reported third-quarter 2026 net income of $15.3 billion, or $5.57 per diluted share, up 6% in net income and 10% in EPS from the third quarter of 2025. Reported net revenue rose 8% to $50.2 billion, while $658 million of net investment securities losses reduced EPS by $0.18; excluding that item, net income was $15.8 billion. The Firm also declared a $1.65 per share common dividend and said it reduced share repurchases this quarter.
Net income $15.3 billion, up 6% year over year; diluted EPS $5.57 versus $5.07
Reported net revenue $50.2 billion, up 8%; noninterest expense $27.3 billion, up 12%
$658 million of net investment securities losses reduced EPS by $0.18; excluding the item, net income was $15.8 billion and EPS $5.75
Common dividend of $1.65 per share; $664 million of net common stock repurchases in the quarter
Wells Fargo reported third quarter 2026 net income of $5,951 million, or $1.87 per diluted share, compared with $5,589 million and $1.66 a year earlier. Revenue rose 2% from a year ago to $21,870 million, but fell 3% from the second quarter, when EPS was $2.00, and the provision for credit losses rose 51% from a year ago.
Diluted EPS of $1.87 rose 13% from $1.66 a year ago but fell 6% from $2.00 in the second quarter of 2026.
Total revenue was $21,870 million, up 2% from a year ago; noninterest expense fell 1% to $13,743 million.
Provision for credit losses rose to $1,029 million from $681 million a year ago; CET1 ratio was 10.0%, down from 11.0%.
The company repurchased 28.6 million shares, or $2.5 billion, of common stock in the third quarter.
Nurix Therapeutics reported results for the fiscal quarter ended August 31, 2026. Total revenue rose to $673.1 million from $7.9 million a year earlier, mainly from $653.2 million of license revenue tied to the Roche collaboration, and the company reported net income of $549.8 million, or $4.73 per diluted share, compared with a net loss of $86.4 million a year earlier. Because most of the revenue came from a single license payment, the filing's profit figures are driven by that item rather than by recurring sales.
Total revenue was $673.1 million, versus $7.9 million a year earlier, including $653.2 million of Roche license revenue.
Net income was $549.8 million, or $4.73 per diluted share, versus a net loss of $86.4 million, or $1.03 per share, a year earlier.
General and administrative expenses rose to $34.4 million from $13.2 million, mainly due to one-time Roche transaction costs.
Cash, cash equivalents and marketable securities were $1.1 billion as of August 31, 2026, versus $592.9 million on November 30, 2025.
FB Financial Corporation reported third-quarter 2026 net income of $60.2 million, or $1.20 per diluted share, up from $1.13 in the second quarter and $0.43 a year earlier. Total revenue was $174.5 million, roughly flat from the prior quarter, while noninterest expense rose to $96.0 million and the net interest margin fell to 3.83%.
Q3 2026 diluted EPS was $1.20 versus $1.13 in Q2 2026 and $0.43 in Q3 2025; adjusted diluted EPS was $1.21.
Total revenue was $174.5 million, compared with $174.8 million in Q2 2026 and $173.9 million in Q3 2025.
Noninterest expense rose to $96.0 million from $91.5 million in Q2 2026; the net interest margin fell to 3.83% from 3.95%.
Loans held for investment reached $13.18 billion and total deposits $14.67 billion at September 30, 2026; the company repurchased $29.3 million of common stock during the quarter.
UnitedHealth Group reported third quarter 2026 diluted earnings of $4.56 per share, up from $2.59 a year earlier, on revenues of $112.7 billion, down slightly from $113.2 billion. The company raised its full-year 2026 outlook to at least $20.50 per share in adjusted earnings, which matters to shareholders because profit rose while the outlook improved.
Diluted EPS was $4.56 versus $2.59 in Q3 2025; adjusted EPS was $4.69 versus $2.92.
Earnings from operations were $6.6 billion versus $4.3 billion; revenues were $112.7 billion versus $113.2 billion.
Full-year 2026 outlook: at least $19.50 per share in diluted earnings and at least $20.50 per share in adjusted earnings.
Medical care ratio was 88.4% versus 89.9% a year earlier; debt-to-capital ratio was 41.7% as of September 30, 2026.
Unity Bancorp reported third-quarter 2026 net income of $17.4 million, or $1.70 per diluted share, up from $14.5 million, or $1.42 per diluted share, in the second quarter. The company said a purchase of transferable federal investment tax credits lowered its tax expense and added a $2.5 million benefit to earnings, and its effective tax rate fell to 13.1% from 22.4%.
Net interest income rose $2.5 million to $34.3 million, and net interest margin increased 11 basis points to 4.67%.
Noninterest expense rose to $15.6 million from $13.9 million, including a one-time $769 thousand supplemental retirement plan expense.
Nine-month net income was $46.1 million, or $4.52 per diluted share, compared with $42.5 million, or $4.15 per diluted share, a year earlier.
Domino's Pizza reported third-quarter 2026 results for the period ended September 6, 2026, with revenue of $1,185.6 million, up 3.4%, and net income of $152.2 million, up 9.2%. Diluted earnings per share rose 12.7% to $4.60, helped by a lower share count from buybacks, and the board declared a $1.99 per share quarterly dividend. U.S. same store sales grew 0.3%, while free cash flow for the first three fiscal quarters fell 7.2% to $459.8 million.
Total revenues of $1,185.6 million, up 3.4% from $1,147.1 million a year earlier
Net income of $152.2 million, up 9.2%; diluted EPS of $4.60 versus $4.08
U.S. same store sales up 0.3%; international same store sales up 0.2% excluding foreign currency
Quarterly dividend of $1.99 per share, record date December 15, 2026, payable December 30, 2026
ImmuCell Corporation reported preliminary, unaudited third-quarter 2026 total sales of $8.0 million, a 46.0% increase from the third quarter of 2025, and nine-month sales of $25.6 million, up 27.8%. The company said the comparison was aided in part by depressed third-quarter 2025 sales caused by high distributor purchases in the second quarter of 2025. Full financial results are due on a conference call on November 13, 2026, and the company will stop issuing early sales reports.
Q3 2026 total sales were $8.0 million, up 46.0%; domestic sales were $6.9 million, up 29.2%
Nine-month 2026 total sales were $25.6 million, up 27.8% from the nine months ended September 30, 2025
Q3 2025 comparison was depressed by high distributor purchases in Q2 2025
Full results will be discussed on a conference call on Friday, November 13, 2026, at 9:00 AM ET
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.