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).
Danaher reported third-quarter 2026 sales of $6.6 billion, up 8.5% year over year, and net earnings of $1.2 billion, or $1.71 per diluted share, up 34.5%. Adjusted diluted EPS rose 11.5% to $2.11, and the company raised its full-year 2026 adjusted EPS guidance to $8.57-$8.62 from $8.45-$8.60. For shareholders, the results and higher guidance point to stronger profit, though core revenue growth excluding respiratory testing was 5.5%, and the company expects respiratory testing to be a headwind in the fourth quarter.
Third-quarter net earnings were $1.2 billion, or $1.71 per diluted share, up 34.5% year over year.
Adjusted diluted EPS was $2.11, up 11.5% from $1.89 a year earlier.
Full-year 2026 adjusted diluted EPS guidance was raised to $8.57-$8.62 from $8.45-$8.60.
Core revenue excluding respiratory testing rose 5.5%; total core revenue rose 3.0%.
XTI Aerospace reported second-quarter 2026 revenue of $32.4 million, up 29% from the prior-year pro forma combined figure, while gross margin fell to 17.4% from 24.1% and the net loss from continuing operations narrowed to $850 thousand. The company set full-year 2026 revenue guidance of $125 million to $130 million, but the filing also cites substantial doubt about its ability to continue as a going concern and a debt waiver deadline no later than December 31, 2026.
Q2 2026 revenue $32.4 million vs. $25.1 million in Q2 2025 (pro forma combined); gross profit $5.6 million, down 7%
Net loss from continuing operations $850 thousand vs. $13.3 million a year earlier (pro forma combined)
Full-year 2026 guidance: revenue $125 million to $130 million; gross margin 17% to 19%
Cash was $7.2 million at June 30, 2026 and $5.1 million at September 30, 2026 (preliminary); Q3 figures are unaudited and subject to change
Chubb reported third quarter 2026 net income of $2.84 billion, or $7.30 per share, up 1.5% and 4.4% from a year earlier. Core operating income was $2.98 billion, or $7.66 per share, down 2.2% in dollars but up 0.8% per share, and net premiums written rose 1.9% to $15.1 billion, which points to steady growth for shareholders despite higher catastrophe losses.
Q3 net income $2.84 billion, up 1.5%; EPS $7.30, up 4.4%
Core operating income $2.98 billion, down 2.2%; $7.66 per share, up 0.8%
Nine-month core operating income a record $8.60 billion, up 21.0%
Q3 share repurchases of $1.18 billion plus $393 million in dividends; earnings call on October 21, 2026
Alaska Air Group reported a third-quarter GAAP net loss of $147 million, or $1.32 per share, compared with net income of $73 million a year earlier, while total operating revenue rose 14% to $4.3 billion. The company now expects a full-year 2026 adjusted loss of $5.00 to $5.50 per share, including $1.8 billion of fuel expense above its plan, which points to continued pressure on shareholder earnings.
GAAP net loss of $147 million, or $1.32 per share, versus net income of $73 million in Q3 2025
Adjusted net loss of $35 million, or $0.31 per share; $0.36 per share excluding a $75 million tax adjustment
Full-year 2026 adjusted loss per share guidance of ($5.50) to ($5.00), including $1.8 billion of fuel expense above plan
Q4 2026 adjusted loss per share guidance of ($2.50) to ($2.00), assuming fuel of $4.65 to $4.85 per gallon
Supermicro said preliminary, unaudited first-quarter fiscal 2027 revenue, for the quarter ended September 30, 2026, is estimated at $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion. Estimated gross margin is 12.0% to 12.5%, versus guidance of 10.4% to 10.8%. The company said final results may differ materially and will report on November 3, 2026.
Estimated Q1 fiscal 2027 revenue of $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms
Estimated gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix
Earnings call and webcast scheduled for November 3, 2026, at 5:00 p.m. ET
Weatherford reported third quarter 2026 revenue of $1,143 million, up 3% from the second quarter but down 7% from a year earlier. Net income attributable to Weatherford was $120 million, or $1.66 per diluted share, compared with $1.12 per diluted share in the third quarter of 2025, and adjusted EBITDA was $254 million. The company said conflict-related disruptions in the Middle East weighed on activity, and year-over-year operating income fell 14%.
Revenue of $1,143 million: up 3% sequentially, down 7% year-over-year
Net income of $120 million; diluted income per share of $1.66, versus $1.12 a year earlier
Adjusted EBITDA of $254 million with a 22.2% margin; adjusted free cash flow of $155 million
Notice to redeem all $236 million of 8.625% Senior Notes due 2030 on October 30, 2026; quarterly dividend of $0.275 per share payable December 3, 2026
Annaly Capital furnished its Third Quarter 2026 investor presentation, which accompanies its earnings release. The company reported a GAAP net loss of $1.36 per average common share, compared with net income of $1.06 per share in the second quarter, while earnings available for distribution rose to $0.80 from $0.79. Book value per common share fell to $17.86 from $20.15, and the quarterly economic return was a loss of 7.6%.
GAAP net loss of $1.36 per average common share for Q3 2026, versus $1.06 of GAAP net income in Q2 2026
Earnings available for distribution of $0.80 per share, up from $0.79 in Q2 2026
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Declared quarterly common dividend of $0.75 per share; the company also announced redemption of its $442.5 million Series I preferred stock
Interparfums reported third-quarter 2026 net sales of $430 million, unchanged from the prior year, and nine-month sales of $1.115 billion, up 1%. European based operations grew 4% in the quarter while United States based operations fell 7%, partly due to about $10 million of delayed giftset shipments that will now be recognized in the fourth quarter. The release covers net sales only; full quarterly results are scheduled for November 4, 2026.
Q3 2026 net sales: $430 million, flat versus $430 million in Q3 2025
Nine-month 2026 net sales: $1.115 billion, up 1% from $1.102 billion
European based net sales rose 4% to $306 million in Q3; United States based net sales fell 7% to $127 million
Full third-quarter and nine-month results due November 4, 2026 after market close; conference call November 5, 2026 at 11:00 am ET
Annaly Capital Management furnished its third quarter 2026 financial supplement, which shows a GAAP net loss of $1.0 billion, or $1.36 per average common share, compared with GAAP net income of $827.8 million, or $1.06 per share, in the second quarter. Earnings available for distribution rose to $0.80 per share from $0.79, while book value per common share fell to $17.86 from $20.15, which shareholders will weigh against the unchanged $0.75 quarterly dividend.
GAAP net loss of $1.0 billion ($1.36 per share) for the quarter ended September 30, 2026, versus net income of $827.8 million ($1.06 per share) for the quarter ended June 30, 2026
Earnings available for distribution of $0.80 per common share, up from $0.79 in the prior quarter
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Dividends declared of $0.75 per common share, unchanged from the prior quarter
Metropolitan Bank Holding Corp. (NYSE: MCB) reported third-quarter 2026 net income of $32.4 million, or $2.58 per diluted share, compared with $1.54 in the prior quarter and $0.67 a year earlier. Net interest income rose to $97.6 million and the net interest margin widened to 4.36%, while the board declared a $0.40 quarterly dividend per share.
Diluted EPS of $2.58 for Q3 2026, versus $1.54 in Q2 2026 and $0.67 in Q3 2025
Net interest income of $97.6 million, up $7.2 million from Q2 2026 and $20.3 million from Q3 2025
Net interest margin of 4.36%, up 28 basis points from Q2 2026 and 48 basis points from Q3 2025
Quarterly cash dividend of $0.40 per share declared October 19, 2026; non-performing loans were 0.95% of total loans at September 30, 2026, up from 0.91% at June 30, 2026
ARMOUR Residential REIT announced it will hold an online webcast of its conference call with equity analysts on Thursday, October 22, 2026, at 8:00 a.m. Eastern Time to discuss third quarter 2026 operating results. The company will release its third quarter earnings after the close of trading on October 21, 2026. The filing contains no financial results, so it does not yet show how the quarter performed.
Webcast of the Q3 2026 analyst call: Thursday, October 22, 2026, beginning 8:00 a.m. ET
Third quarter 2026 earnings release: after market close on Wednesday, October 21, 2026
Replay available on the company website, www.armourreit.com, for one year
Bridgewater Bancshares reported third quarter 2026 net income of $15.0 million, or $0.49 per diluted share, up from $14.0 million and $0.45 in the second quarter of 2026 and from $11.6 million and $0.38 in the third quarter of 2025. Tangible book value per share fell to $16.33 from $16.61 in the second quarter, and net loan charge-offs rose to 0.21% of average loans from 0.04%.
Net income of $15.0 million, or $0.49 per diluted share, for the quarter ended September 30, 2026, versus $14.0 million and $0.45 in the second quarter of 2026.
Net interest margin of 3.09%, up from 3.07% in the second quarter; efficiency ratio of 48.8%, down from 53.0%.
Tangible book value per share of $16.33 at September 30, 2026, down from $16.61 at June 30, 2026.
Quarterly dividend of $0.3672 per depositary share on Series A Preferred Stock (Nasdaq: BWBBP), payable December 1, 2026, to holders of record on November 13, 2026.
Stride reported first quarter fiscal 2027 revenue of $639.4 million, up 3.0% from a year earlier, and diluted EPS of $1.45, up from $1.40. Net income fell 5.6% to $64.9 million and adjusted EPS fell 9.9% to $1.37, so shareholders see mixed results. The company also gave fiscal 2027 revenue guidance of $2.530 billion to $2.610 billion and adjusted operating income guidance of $500 million to $530 million. The filing does not compare this guidance with earlier outlooks.
Revenue $639.4 million vs. $620.9 million, up 3.0%; revenue per enrollment up 7.0% to $2,556
Net income $64.9 million vs. $68.8 million, down 5.6%; diluted EPS $1.45 vs. $1.40
Adjusted EPS $1.37 vs. $1.52, down 9.9%; adjusted operating income $78.6 million vs. $81.1 million
Fiscal 2027 guidance: revenue $2.530 billion to $2.610 billion; second quarter revenue $625 million to $645 million
Nicolet Bankshares reported third quarter 2026 net income of $64 million, or $2.96 per diluted share, up from $57 million and $2.62 in the second quarter. The company also declared a quarterly cash dividend of $0.36 per share, payable December 15, 2026, and said it completed the MidWestOne integration and core systems conversion and the Denver branch sale.
Net income $64 million and diluted EPS $2.96 for Q3 2026, versus $57 million and $2.62 in Q2 2026; core diluted EPS (non-GAAP) was $3.15 versus $2.99.
Net interest margin was 4.19% for Q3 2026, up from 4.14% in Q2 2026.
Quarterly cash dividend of $0.36 per share, payable December 15, 2026, to shareholders of record as of December 1, 2026.
Common stock repurchases of $40 million in Q3 2026; merger-related expense fell to $4.6 million from $7.4 million in Q2 2026.
Annaly Capital Management reported a GAAP net loss of $1.36 per average common share for the quarter ended September 30, 2026, compared with GAAP earnings of $1.06 in the prior quarter. Earnings available for distribution (EAD), a non-GAAP measure, was $0.80 per share, and the company declared a $0.75 quarterly common dividend, while book value per common share fell to $17.86 from $20.15 at June 30, 2026.
GAAP net loss of $1.36 per average common share, versus $1.06 in the June 30, 2026 quarter and $1.21 in the September 30, 2025 quarter
EAD of $0.80 per average common share, up from $0.79 in the prior quarter and $0.73 a year earlier
Book value per common share of $17.86, down from $20.15 at June 30, 2026; economic return of (7.6%) for the quarter
GAAP leverage rose to 8.0x from 7.4x; the company redeemed all $442.5 million of its Series I preferred stock, and the earnings call is October 21, 2026 at 9:00 a.m. Eastern Time
Neptune Insurance Holdings reported record third-quarter 2026 revenue of $59.6 million, up 34%, and net income of $17.3 million, up 49.9%, and raised its full-year 2026 revenue expectation to $204 million. The filing also says CFO Jim Steiner will resign after the 2026 Form 10-K is filed, with director Cristian Melej named as his successor.
Q3 2026 revenue $59.6 million, up 34.3% from $44.4 million; Adjusted EBITDA $36.8 million, up 37.5%
Full-year 2026 revenue expectation raised to $204 million; initial 2027 revenue guidance set at $238 million
CFO Jim Steiner to resign effective after the 2026 Form 10-K filing; Cristian Melej, a board member, to become CFO, with compensation terms not yet determined
Pegasystems reported third-quarter 2026 revenue of $393.4 million, up 3% from a year earlier, while GAAP net income fell 68% to $14.1 million after a $16.0 million litigation settlement. Non-GAAP diluted EPS rose 17% to $0.35, but the company said ACV growth slowed sharply in the first nine months and may continue to weigh on growth and cash flow for the rest of 2026.
Q3 2026 total revenue was $393.4 million, up 3% from $381.4 million; GAAP diluted EPS was $0.08, down from $0.24.
Non-GAAP diluted EPS was $0.35, up 17% from $0.30; non-GAAP net income was $59.8 million, up 8%.
Total ACV was $1.65 billion, up 6% as reported; Pega Cloud ACV grew 20% and reached 59% of total ACV.
Nine-month free cash flow was $289.8 million, down 14%, and the company reiterated a target of $700 million or more in 2028.
VOC Energy Trust announced a quarterly distribution of $3,230,000, or $0.19 per unit, for the payment period ended September 30, 2026, to unitholders of record on October 30, 2026, payable November 13, 2026. Total gross proceeds were $8,397,173, including oil sales at an average $79.42 per Bbl, and the net profits interest was $3,327,796 after a $97,796 provision for Trust expenses. The filing does not provide prior-period comparisons.
Distribution of $3,230,000, or $0.19 per unit, payable November 13, 2026; record date October 30, 2026
Oil sales volume of 102,393 Bbl at an average $79.42 per Bbl; natural gas volume of 67,181 Mcf at an average $3.95 per Mcf
Total gross proceeds of $8,397,173 and total costs of $4,237,428, leaving net proceeds of $4,159,745
Net profits interest of $3,327,796 (80% applicable) less a $97,796 provision for Trust expenses
QCR Holdings reported third-quarter 2026 net income of $36.4 million and diluted EPS of $2.21, up from $2.19 in the second quarter and $2.16 a year earlier, though net income was slightly below the $36.7 million reported in the third quarter of 2025. The company reaffirmed its fourth-quarter 2026 guidance for loan growth, capital markets revenue and noninterest expense, and reported lower nonperforming assets and $9.5 million of share repurchases.
Net income of $36.4 million and diluted EPS of $2.21, versus $36.3 million and $2.19 in the second quarter of 2026 and $36.7 million and $2.16 in the third quarter of 2025
Net interest income of $68.7 million; net interest margin rose to 3.12% from 3.10%
Total deposits fell to $7.2 billion at September 30, 2026, from $7.4 billion at June 30, 2026
Reaffirmed Q4 2026 guidance: gross loan growth of 10% to 15% annualized and noninterest expense of $54 million to $57 million
Capital One reported third-quarter 2026 net income of $3.5 billion, or $5.61 per diluted share, up from $4.73 in the second quarter and $4.83 in the third quarter of 2025. Total net revenue rose 3 percent to $16.3 billion, while non-interest expense fell 2 percent to $8.9 billion, and the company said adjusted diluted EPS was $6.69 after adjusting items.
Net income $3.5 billion, or $5.61 per diluted share, versus $4.73 in Q2 2026 and $4.83 in Q3 2025
Total net revenue up 3 percent to $16.3 billion; non-interest expense down 2 percent to $8.9 billion
Provision for credit losses decreased $73 million to $2.9 billion; net charge-offs were $3.1 billion
Period-end total deposits decreased $3.6 billion, or 1 percent, to $480.7 billion
Intuitive reported third-quarter 2026 revenue of $3.05 billion, up 22% from $2.51 billion a year earlier, with da Vinci procedures up about 14% and Ion procedures up about 31%. GAAP net income fell to $523 million, or $1.49 per diluted share, from $704 million, or $1.95, after a $450 million charge for an antitrust class action settlement, while non-GAAP earnings rose to $3.00 per diluted share from $2.40. The settlement still needs Court approval, and the company gave 2026 outlook ranges for da Vinci procedure growth, non-GAAP gross margin and non-GAAP operating expense growth.
Revenue of $3.05 billion rose 22%; instruments and accessories were $1.80 billion and systems were $769 million.
A $450 million pre-tax charge for the antitrust class action settlement cut GAAP EPS by $0.99; the settlement remains subject to preliminary and final Court approval.
The company repurchased 7.8 million shares for $2.94 billion in the quarter and ended September 30, 2026 with $6.80 billion in cash and investments, down $1.83 billion.
2026 outlook: da Vinci procedure growth of 14% to 15%, non-GAAP gross margin of 68.7% to 69.3%, and non-GAAP operating expense growth of 11% to 13%.
East West Bancorp reported record third quarter 2026 revenue of $823 million, net income of $382 million and diluted earnings per share of $2.76, all up from the second quarter. Compared with the third quarter of 2025, revenue rose 6% and net income rose 4%. The company also declared a $0.80 per share dividend payable November 17, 2026, and repurchased no shares in the quarter.
Revenue of $823 million, up 4% from the prior quarter and 6% from a year earlier
Net income of $382 million and diluted EPS of $2.76, up 5% from the second quarter ($2.63)
Net interest margin of 3.49%; noninterest expense of $283 million included $24 million of tax credit and CRA investment amortization
Declared $0.80 per share dividend, payable November 17, 2026, to holders of record as of November 2, 2026
OPAL Fuels said it will release its earnings results before market open on Monday, November 9, 2026, with a conference call at 11:00 a.m. Eastern Time that day. The announcement sets the timing for the company's next results but contains no financial figures, so it gives shareholders no direction on performance.
Earnings release is scheduled before market open on Monday, November 9, 2026.
Conference call is set for November 9, 2026 at 11:00 a.m. Eastern Time, with a listen-only investor presentation and webcast available.
The 8-K body refers to the second quarter ended September 30, 2026, while the attached press release refers to the third quarter ended September 30, 2026.
Netflix reported third-quarter 2026 revenue of $12.9 billion, up 12% year over year, and diluted EPS of $0.87 versus $0.59 a year earlier. The company cut its 2026 ad revenue forecast to about $2.7 billion from about $3 billion and lowered its 2026 free cash flow forecast to about $12.0 billion from $12.5 billion, which may matter to shareholders weighing the outlook.
Q3 2026 revenue was $12.9 billion, up 12% year over year (11% on a F/X neutral basis); operating margin was 34.6% versus 28.2% in Q3 2025.
2026 revenue forecast is $51.1 billion, about 0.2% below the mid-point of the prior forecast range, with an operating margin forecast of 31.5%.
2026 ad revenue is now expected at about $2.7 billion versus about $3 billion previously; 2026 free cash flow is now expected at about $12.0 billion versus $12.5 billion previously.
Q3 share repurchases totaled $4.8 billion, and $22.3 billion of authorization capacity remained at quarter end.
Bank First Corporation reported third-quarter 2026 net income of $23.8 million, or $2.15 per share, up from $18.0 million, or $1.83 per share, a year earlier, though slightly below the second quarter. The company also declared a quarterly cash dividend of $0.65 per share, up 44.4% from the prior-year third quarter, and said it is progressing toward its planned December 4, 2026 acquisition of Peoples.
Q3 2026 net income of $23.8 million ($2.15 per share) vs. $18.0 million ($1.83 per share) in Q3 2025; Q2 2026 was $24.7 million ($2.21 per share)
Adjusted net income (non-GAAP) of $26.1 million ($2.35 per share), excluding acquisition expenses and one-time net gains on asset sales
Quarterly dividend of $0.65 per share, payable January 6, 2027, to shareholders of record as of December 23, 2026
Total assets of $5.95 billion at September 30, 2026; nonperforming assets rose to 0.50% of total assets from 0.31% a year earlier
Hancock Whitney reported third quarter 2026 net income of $110.1 million, or $1.36 per diluted share, down from $127.0 million, or $1.55 per share, in the second quarter. The results include a $30.4 million pretax charge for supplemental disclosure items tied to its August 1, 2026 acquisition of OFB Bancshares; excluding those items, adjusted EPS was $1.66, up $0.11 from the prior quarter. Shareholders face a lower reported profit, a lower capital ratio, and a company that is still growing its loan and deposit base.
Net income of $110.1 million, or $1.36 per diluted share, versus $127.0 million, or $1.55, in Q2 2026 and $127.5 million, or $1.49, in Q3 2025
Pretax supplemental disclosure items of $30.4 million, or $0.30 per share, related to the OFB acquisition, which closed August 1, 2026
Adjusted EPS of $1.66; loans rose $2.0 billion to $26.5 billion and deposits rose $2.5 billion to $32.2 billion
CET1 ratio estimated at 11.53%, down from 13.19%; the company repurchased one million shares at an average price of $77.91
SpaceX reported third-quarter 2026 revenue of $14.6 billion, up from $5.6 billion a year earlier, and net income of $4.4 billion, compared with a net loss of $1.1 billion in the prior-year quarter. Growth was led by the Super Intelligence segment, which includes the Cursor acquisition, and by the Connectivity segment. Capital expenditures were $19.6 billion in the quarter, and the nine-month net loss was $413 million, so shareholders still face heavy spending alongside the quarterly profit.
Revenue was $14.6 billion, up 161% from $5.6 billion; Super Intelligence revenue was $7.6 billion
Net income was $4.4 billion versus a net loss of $1.1 billion; diluted EPS was $0.35 versus a loss of $0.36
Adjusted EBITDA was $8.8 billion, up from $2.2 billion; the nine-month net loss was $413 million
Capital expenditures were $19.6 billion in the quarter, and the Cursor acquisition closed August 14, 2026
United Airlines Holdings reported third-quarter 2026 diluted earnings per share of $3.14, up 8.3% from $2.90, and total operating revenue of $17.9 billion, up 17.4%. The company said it expects fourth-quarter total operating revenue to grow more than 20% year over year, while aircraft fuel expense rose 61.6% to $4.8 billion.
Q3 net income was $1.0 billion ($1,029 million), up 8.5%; pre-tax earnings were $1.3 billion, up 4.5%.
Q3 adjusted diluted EPS was $2.54, which the company described as within its guidance.
Aircraft fuel expense was $4.8 billion, up 61.6%, with average fuel price of $3.90 per gallon versus $2.43 a year earlier.
The investor update outlines Q4 2026 revenue growth above 20% year over year, and an earnings call is set for October 21, 2026.
PermRock Royalty Trust declared a monthly cash distribution of $197,140.34 ($0.016204 per Trust Unit), based mainly on August 2026 production. Oil cash receipts fell by $0.24 million from the prior month, while natural gas receipts rose and direct operating expenses dropped by $0.19 million. Unitholders of record on October 30, 2026 will receive the payment on November 16, 2026.
Distribution: $197,140.34, or $0.016204 per Trust Unit, based principally on August 2026 production
Record date October 30, 2026; payment date November 16, 2026
Oil cash receipts were $1.01 million, down $0.24 million, mainly due to lower oil sales volumes
Total direct operating expenses were $0.46 million, down about $0.19 million; natural gas receipts were $0.04 million, up about $0.02 million
Capital City Bank Group reported net income attributable to common shareowners of $16.9 million, or $0.99 per diluted share, for the third quarter of 2026, up from $16.3 million, or $0.95 per share, in the second quarter and $16.0 million, or $0.93 per share, in the third quarter of 2025. Net interest margin rose to 4.42%, while noninterest income fell 5.9% from the prior quarter, and nonperforming assets declined to $9.7 million.
Net income of $16.9 million, or $0.99 per diluted share, versus $16.3 million, or $0.95, in Q2 2026 and $16.0 million, or $0.93, in Q3 2025
Net interest margin of 4.42%, up 7 basis points from Q2 2026; tax-equivalent net interest income of $45.1 million
Noninterest income fell $1.2 million, or 5.9%, to $19.4 million from Q2, driven by lower mortgage banking revenues and deposit fees
Nonperforming assets were $9.7 million at September 30, 2026, down $3.7 million from the prior quarter
Mueller Industries reported third quarter 2026 results for the quarter ended September 26, 2026. Net sales rose to $1.42 billion from $1.08 billion, net income attributable to the company rose to $221.2 million from $208.1 million, and diluted EPS rose to $1.00 from $0.94, adjusted for the two-for-one stock split effective June 30, 2026. The filing gives no guidance, and the higher earnings, larger dividend and share repurchases are the main points for shareholders.
Net sales were $1.42 billion versus $1.08 billion, and operating income was $281.6 million versus $276.1 million.
Diluted EPS was $1.00 versus $0.94, adjusted for the two-for-one stock split that took effect June 30, 2026.
Dividends per share rose to $.175 from $.125, and the company bought 3.2 million shares for $201.9 million during the quarter.
Results include $9.4 million in charges related to purchase accounting for recent acquisitions.
Knightscope reported preliminary, unaudited third-quarter 2026 revenue of about $8.7 million, up 177% from $3.1 million a year earlier, and nine-month revenue of about $23.7 million, up 170%. The company has not yet finalized gross margin, operating expenses, net loss, or cash, so shareholders do not yet have profit or cash figures for the quarter.
Q3 2026 revenue about $8.7 million, up 177% from $3.1 million in Q3 2025, the third straight quarter of triple-digit growth
Nine-month 2026 revenue about $23.7 million, up 170% from $8.8 million
Gross margin, operating expenses, net loss, and cash for the quarter are not yet reported
Third-quarter earnings release and conference call date to be announced before the end of October 2026
Steel Dynamics reported third quarter 2026 net sales of $6.5 billion and net income of $756 million, or $5.26 per diluted share, up from $404 million, or $2.74 per share, a year earlier and $534 million, or $3.69 per share, in the second quarter. Management attributed the gains mainly to higher steel prices and record steel shipments, while the aluminum operations still posted an operating loss.
Net sales of $6.5 billion versus $4.8 billion in Q3 2025; net income of $756 million versus $404 million a year earlier.
Record steel shipments of 3.8 million tons; steel operations operating income of $1.0 billion.
Aluminum operating loss of $26 million, a 21 percent improvement from the second quarter; management expects improvement in Q4 2026 and throughout 2027.
Share repurchases of $276 million in the quarter; liquidity of $2.4 billion as of September 30, 2026.
Commerce Bancshares reported third quarter 2026 earnings of $1.08 per share and net income of $155.0 million, up from $1.01 and $141.5 million a year earlier but down from $1.10 and $159.8 million in the second quarter. The company also repurchased about 1.9 million shares at an average price of $58.84 and reported nine-month EPS of $3.14, compared with $3.03 a year earlier.
Q3 2026 net income was $155.0 million, versus $141.5 million in Q3 2025 and $159.8 million in Q2 2026.
Non-interest income totaled $185.5 million, up 14.8% from the same period last year.
The company bought back about 1.9 million shares at an average price of $58.84 during the quarter.
Nine-month 2026 net income was $456.4 million, versus $425.6 million for the same period in 2025.
Royal Gold released preliminary, unaudited estimates for the quarter ended September 30, 2026, showing stream segment sales of $318.3 million and royalty segment sales estimated at $143-149 million. The filing also discloses a $250 million debt repayment and a $49 million share buyback, and says full third-quarter results will be released November 4, 2026. The filing does not include prior-period comparisons, earnings per share, or guidance, so the direction of results cannot be judged from it.
Stream segment sales of $318.3 million on 74,700 gold equivalent ounces (GEOs) in the third quarter
Royalty segment sales estimated at $143-149 million and DD&A at $80-84 million; final receipts not yet available
Repaid $250 million of debt; revolving credit facility balance was $150 million at September 30, 2026, with $1.25 billion undrawn
Repurchased 190,045 shares at an average price of $259.83 for $49 million; repurchased shares were cancelled
AmeriServ Financial reported third-quarter 2026 net income of $3.1 million, or $0.18 per diluted share, up from $2.5 million, or $0.15 per share, in the third quarter of 2025. For the first nine months of 2026, net income was $7.6 million, or $0.45 per diluted share, compared with $0.25 a year earlier. The board also declared a $0.03 per share quarterly cash dividend for shareholders of record on November 2, 2026.
Q3 2026 net income of $3,100,000, or $0.18 per diluted share, versus $2,544,000, or $0.15, in Q3 2025
Nine-month 2026 net income of $7,632,000, or $0.45 per diluted share, versus $4,170,000, or $0.25, in the same period of 2025
Net interest margin of 3.41% for Q3 2026 and 3.34% for the nine months, a 14-basis-point and 21-basis-point improvement, respectively
Quarterly dividend of $0.03 per share payable November 16, 2026, to shareholders of record on November 2, 2026
Mercantile Bank Corporation reported third-quarter 2026 net income of $24.1 million, or $1.39 per diluted share, compared with $23.8 million, or $1.46 per diluted share, a year earlier. Net revenue rose 17.3 percent to $73.2 million, but adjusted diluted earnings per share fell to $1.42 from $1.50, and noninterest expense rose to $43.6 million from $34.8 million.
Net revenue of $73.2 million in Q3 2026, up $10.8 million, or 17.3 percent, from Q3 2025
Net income of $24.1 million, or $1.39 per diluted share, versus $23.8 million, or $1.46 per share, in Q3 2025
Adjusted diluted EPS of $1.42 in Q3 2026 versus $1.50 in Q3 2025 (non-GAAP)
Loan-to-deposit ratio of approximately 88 percent at September 30, 2026, down from approximately 96 percent a year earlier; core banking system conversion expected in Q1 2027
Southern First Bancshares reported third-quarter 2026 results for the period ended September 30, 2026. Net income was $12.2 million, up 41% from a year earlier, and diluted earnings per share were $1.28, up 21%, driven by 26% growth in net interest income. Noninterest income fell 20% year over year, to $2.9 million.
Net income $12.2 million, up 41% year over year and up 9% from the second quarter of 2026
Diluted EPS $1.28 versus $1.06 in the third quarter of 2025; net interest margin 3.02% versus 2.62%
Total loans $4.2 billion, up 14% annualized from the second quarter; retail deposits $3.7 billion
Noninterest income $2.9 million, down from $3.6 million, as the bank retained more mortgage loans instead of selling them
F.N.B. Corporation reported third quarter 2026 results on October 19, 2026, with net income of $152.9 million, or $0.43 per diluted common share, up from $149.5 million, or $0.41, a year earlier. The bank cited record net interest income of $376.5 million and a net interest margin of 3.29%, and said there were no significant items affecting operating earnings in the quarter. Shareholders also benefited from tangible book value per common share rising 7.0% year over year to $12.28.
Net income of $152.9 million, or $0.43 per diluted share, versus $149.5 million, or $0.41, in Q3 2025 and $148.7 million, or $0.42, in Q2 2026
Net interest income of $376.5 million, up 4.8% from a year earlier, with net interest margin (FTE, non-GAAP) at 3.29%
Non-interest income fell 5.7% to $92.6 million, and the company repurchased $51 million of common stock in the quarter
GM reported third-quarter 2026 revenue of $50.0 billion, up 2.9% from a year earlier, and net income attributable to stockholders of $3.3 billion, up from $1.3 billion. The company narrowed its full-year 2026 EBIT-adjusted guidance to $14.5 billion to $15.5 billion and raised its adjusted automotive free cash flow outlook to $11.5 billion to $12.5 billion, while its Board approved a new $20.0 billion share repurchase authorization and a $0.18 quarterly dividend.
Q3 2026 EBIT-adjusted was $4.1 billion, up 21.6%, and EPS-diluted-adjusted was $3.70 versus $2.80 a year earlier
Full-year 2026 EPS-diluted-adjusted guidance narrowed to $12.75 to $13.75 from $12.00 to $14.00
New $20.0 billion multi-year buyback authorization follows completion of the $6.0 billion program announced in January 2026; shares outstanding were 849 million at September 30, 2026
Quarterly dividend of $0.18 per share is payable December 17, 2026, to holders of record at the close of trading on December 4, 2026
Ally Financial reported preliminary third quarter 2026 results, with GAAP earnings per share of $1.30, up 10% from $1.18 a year earlier, and GAAP total net revenue of $2.3 billion, up 8%. Adjusted EPS was $1.34, up 16% year over year, but higher provision for credit losses of $529 million, up $114 million, partly offset the gains.
GAAP net income attributable to common shareholders was $401 million, compared with $371 million in the third quarter of 2025.
Net financing revenue rose $164 million year over year to $1.7 billion, and net interest margin was 3.62%.
Provision for credit losses rose $114 million year over year to $529 million, mainly from CECL reserve builds tied to asset growth.
Ally repurchased $178 million of shares in the quarter and the board approved a $0.35 per share dividend for the fourth quarter of 2026, compared with $0.30 paid in the third quarter.
Vicor reported results for the third quarter ended September 30, 2026, with product and royalty revenue of $197.1 million, up 78.5% from $110.4 million a year earlier. Net income was $63.3 million, or $1.33 per diluted share, compared with $0.63 a year earlier, and backlog reached $406 million, up 166% from a year ago. Cash and cash equivalents rose to $513.1 million at quarter end, which shows the company's earnings growth is also reflected in its balance sheet.
Product and royalty revenue was $197.1 million, up 37.5% from $143.4 million in Q2 2026 and up 78.5% from $110.4 million a year earlier.
Net income was $63.3 million, or $1.33 per diluted share, versus $0.63 per diluted share a year earlier.
Gross margin was 68.3% of revenue, compared with 57.5% a year earlier, while operating expenses rose to $62.5 million.
Backlog was $406 million at September 30, 2026, and cash and cash equivalents were $513.1 million.
Iridium reported third quarter 2026 revenue of $245.7 million, up 8% from a year earlier, and net income of $106.9 million, or $0.98 per diluted share, compared with $37.1 million, or $0.35, a year earlier. The profit increase was mainly due to a $103.9 million gain tied to the Aireon acquisition, while operational EBITDA slipped 1% to $135.6 million, so shareholders are weighing growth against a one-time gain and a small decline in core operating earnings.
Total revenue $245.7 million, up 8% from $226.9 million in the prior-year quarter; service revenue up 13%
Net income $106.9 million ($0.98 per diluted share) versus $37.1 million ($0.35) a year earlier, driven by a $103.9 million Aireon acquisition gain
Operational EBITDA $135.6 million versus $136.6 million, including $4.5 million in higher expenses from paying annual incentive compensation solely in cash
Stockholders approved the Rocket Lab acquisition on September 24, 2026 with 99.6% of votes cast in favor; completion expected by mid-2027
United Community Banks reported a third-quarter 2026 GAAP net loss of $139.7 million, or $(1.16) per diluted share, compared with net income of $115.6 million, or $0.95 per share, in the second quarter. The loss reflects a $366.1 million loss on an investment securities repositioning, partly offset by a $62.2 million gain on the sale of its Navitas equipment finance business. Operating net income rose to $93.7 million, or $0.77 per share, up from $0.71 in the second quarter, so shareholders face a sharp GAAP decline alongside higher operating results.
GAAP net loss of $139.7 million, or $(1.16) per diluted share, versus net income of $115.6 million ($0.95) in Q2 2026
Operating net income of $93.7 million, or $0.77 per share, versus $0.71 in Q2 2026
Securities repositioning loss of $366.1 million; Navitas sale gain of $62.2 million, with the sale closing September 1, 2026
Quarterly dividend declared at $0.26 per share, up 4% year over year; $50 million of shares repurchased in Q3
RTX reported third quarter 2026 sales of $25.0 billion, up 11% from a year earlier, and adjusted EPS of $2.26, up 33%. The company raised its full-year 2026 outlook for adjusted sales, adjusted EPS and free cash flow, which signals higher expected earnings for shareholders, though third-quarter operating cash flow fell 38%.
Q3 2026 sales of $24,965 million, up 11%; GAAP diluted EPS of $1.89, up 34%
Adjusted EPS of $2.26, up 33%, including $0.25 from IEEPA cost recovery
2026 adjusted EPS outlook raised to $7.65-$7.75 from $7.10-$7.25; adjusted sales outlook raised to $97.0-$97.5 billion
Pratt & Whitney reported a $363 million charge related to a customer bankruptcy; operating cash flow was $2,868 million, down from $4,639 million
Halliburton reported third-quarter 2026 revenue of $5.7 billion, flat from the second quarter and up from $5.6 billion a year earlier. GAAP net income fell to $417 million, or $0.50 per diluted share, from $534 million, or $0.64, in the second quarter, after a $107 million pre-tax charge mainly for severance; adjusted EPS rose to $0.60 from $0.55. Management said its early outlook for 2027 calls for mid-single digit revenue growth and operating margins of about 15%.
Q3 2026 revenue was $5.7 billion, flat sequentially and up from $5.6 billion in Q3 2025.
GAAP net income was $417 million, or $0.50 per diluted share, versus $18 million, or $0.02, a year earlier and $0.64 in Q2 2026.
Adjusted net income was $501 million, or $0.60 per diluted share, versus $461 million, or $0.55, in Q2 2026.
Management's early 2027 outlook is mid-single digit revenue growth and operating margins of about 15%, assuming a flat North America market.
Atlantic Union Bankshares reported third-quarter 2026 net income available to common shareholders of $133.7 million, or $0.94 per diluted share, and adjusted diluted earnings of $0.96 per share. Net interest income rose $3.3 million from the prior quarter, while noninterest income fell $35.4 million because the prior quarter included a $32.3 million gain on the sale of an insurance equity stake. The filing does not state prior-quarter earnings per share, so the year-over-year profit change cannot be measured from it.
Net income available to common shareholders was $133.7 million; diluted EPS was $0.94 and adjusted diluted operating EPS was $0.96.
Net interest income was $328.4 million, up $3.3 million from the second quarter, while net interest margin fell 7 basis points to 3.82%.
The company issued $250.0 million of 2036 subordinated notes and redeemed $168.0 million of 2029 notes, recording a $2.7 million pre-tax debt extinguishment loss.
Nonperforming assets fell to 0.37% of total loans held for investment, and net charge-offs were 0.03% of average loans on an annualized basis.
MSCI reported third-quarter 2026 operating revenues of $892.0 million, up 12.4%, and diluted EPS of $4.86, up 14.4%, though net income rose a smaller 7.9% to $351.0 million. The company raised its full-year 2026 interest expense guidance to $288 million to $291 million, while keeping most other guidance unchanged, and declared a $2.05 per share dividend.
Q3 2026 operating revenues were $892.0 million, up 12.4%; net income was $351.0 million, up 7.9%.
Diluted EPS was $4.86, up 14.4%; adjusted EPS was $5.11, up 14.3%.
Full-year 2026 interest expense guidance was raised to $288 million to $291 million from $282 million to $286 million.
Board declared a cash dividend of $2.05 per share, payable November 27, 2026, to holders of record as of November 13, 2026.
Hasbro reported third-quarter 2026 net revenues of $1.6 billion, up 15% from a year earlier, with diluted earnings per share of $2.77 versus $1.64. The company raised its full-year 2026 revenue growth and adjusted operating margin outlook and doubled its share repurchase target for the year, which matters to shareholders because it signals stronger expected results and more cash returned to them. Results include about $55 million of tariff refunds.
Net revenues were $1,595.3 million, up from $1,387.5 million; Magic: The Gathering revenue topped $600 million for the first time
Diluted EPS was $2.77 versus $1.64 a year earlier; adjusted diluted EPS was $2.90
Full-year 2026 outlook: revenue up 7-9% in constant currency (previously 5-7%); adjusted operating margin 27-28% (previously 25-26%); adjusted EBITDA $1.575 billion to $1.625 billion (previously $1.45 billion to $1.50 billion)
Board declared a quarterly dividend of $0.70 per share, payable December 2, 2026, to holders of record on November 18, 2026
KeyCorp reported third quarter 2026 net income from continuing operations attributable to common shareholders of $537 million, or $0.51 per diluted share, up from $454 million, or $0.41, in the third quarter of 2025. Total revenue reached $2.04 billion, up 8% year over year, and net loan charge-offs fell to $89 million from $114 million a year earlier. The company also repurchased $320 million of common shares during the quarter, which supports per-share earnings for shareholders.
Net income of $537 million, or $0.51 per diluted share, versus $472 million, or $0.44, in the second quarter of 2026
Total revenue of $2.04 billion, up 8.4% year over year; net interest margin of 2.95%
Share repurchases of $320 million in the quarter; Common Equity Tier 1 ratio of 11.1% at September 30, 2026 (estimated)
Nonperforming loans of $618 million at September 30, 2026, down from $809 million at June 30, 2026
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