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).
PG&E Corporation reported third-quarter 2026 results, with GAAP earnings of $0.34 per share and non-GAAP core earnings of $0.41 per share, both down from the third quarter of 2025. The company reaffirmed its 2026 and 2027 non-GAAP core EPS guidance, while nine-month results improved year over year, which may matter to shareholders weighing near-term earnings against the company's long-range outlook.
Q3 2026 income available for common shareholders was $749 million, or $0.34 per diluted share, versus $823 million, or $0.37, in Q3 2025
Q3 2026 non-GAAP core EPS was $0.41 versus $0.50 a year earlier; nine-month core EPS was $1.24 versus $1.14
Nine-month 2026 GAAP EPS was $1.06 versus $0.89 in the same period of 2025
2026 core EPS guidance reaffirmed at $1.64 to $1.66; 2027 guidance reaffirmed at $1.78 to $1.82
TriCo Bancshares reported unaudited third-quarter 2026 net income of $38.0 million, or $1.18 per diluted share, up from $34.2 million, or $1.06, in the second quarter. The company also declared a quarterly cash dividend of $0.36 per share, unchanged from the prior quarter, and said it is preparing for its merger with First Hawaiian Bank. Figures are preliminary and may change in the Form 10-Q.
Net income was $38.0 million, up $3.8 million or 11.1% from the second quarter of 2026.
Diluted EPS was $1.18 for the quarter ended September 30, 2026, versus $1.04 in the same quarter of 2025.
Net interest margin (FTE) rose 5 basis points to 4.16%; total loans increased $403.4 million or 5.8% year over year.
Quarterly cash dividend of $0.36 per share is payable November 27, 2026, to holders of record on November 16, 2026.
Packaging Corporation of America reported third quarter 2026 net income of $262 million, or $2.93 per share, compared with $226.9 million, or $2.51 per share, a year earlier. Net sales were $2.6 billion, up from $2.3 billion, and excluding special items EPS was $3.04, above the company's prior third quarter guidance of $2.91. The company also guided fourth quarter 2026 earnings to $2.81 per share excluding special items, while nine-month net income fell to $625.3 million from $672.3 million.
Q3 2026 reported diluted EPS of $2.93 vs. $2.51 in Q3 2025; EPS excluding special items of $3.04 vs. $2.73
Q3 EPS excluding special items was $0.13 above the $2.91 guidance
Fourth quarter 2026 EPS guidance of $2.81 per share, excluding special items
Nine-month 2026 net income of $625.3 million vs. $672.3 million in the same period of 2025
BancFirst reported third-quarter 2026 net income of $67.3 million, or $1.97 per diluted share, up from $62.7 million, or $1.85 per diluted share, a year earlier. Higher net interest income and growth in noninterest income drove the increase, while nonaccrual loans rose to 0.87% of total loans, which shareholders may want to watch.
Net interest income rose to $136.0 million from $125.6 million, and net interest margin was 3.85% versus 3.79%.
Noninterest income totaled $51.4 million, compared with $49.9 million a year earlier.
Nonaccrual loans were $75.6 million, or 0.87% of total loans, up from 0.72% at December 31, 2025.
CEO David Harlow said the previously announced acquisition of Spirit Bank is on schedule to close in October.
Liberty Energy reported third quarter 2026 revenue of $1.2 billion, up 26% from a year earlier, but swung to a net loss of $39 million, or $(0.24) per diluted share, compared with net income of $43 million in the second quarter. Adjusted EBITDA of $142 million rose 11% year over year but fell 6% from the prior quarter, and the company raised its quarterly dividend 11% to $0.10 per share.
Revenue was $1.2 billion, up 26% from $0.9 billion in Q3 2025 and up 1% from Q2 2026.
Net loss of $39 million, or $(0.24) per diluted share, versus net income of $43 million in Q2 2026; the quarter included a $62.9 million loss on investments, net.
Adjusted EBITDA of $142 million, up 11% from Q3 2025 and down 6% from $151 million in Q2 2026.
Quarterly dividend raised 11% to $0.10 per share, payable December 18, 2026; Liberty Power Innovations signed a development agreement with a frontier AI lab for 1.2 GW of power services.
Sonoco reported a third-quarter 2026 GAAP net loss of $732 million, or $7.36 per diluted share, driven by an $829 million non-cash goodwill impairment charge. Net sales fell 4.2% to $2.0 billion and adjusted EPS fell 13.0% to $1.67, and the company revised its full-year 2026 guidance. The impairment and weaker results weigh on shareholders, while the company cited strong operating cash flow and a refinancing.
Q3 2026 GAAP net loss of $732 million ($7.36 per diluted share) versus net income of $123 million ($1.23 per share) a year earlier
Q3 net sales of $2.0 billion, down 4.2%; adjusted EPS of $1.67 versus $1.92, down 13.0%
Revised full-year 2026 guidance: adjusted diluted EPS of $5.30 to $5.50 and adjusted EBITDA of $1.20 billion to $1.25 billion
Q3 operating cash flow of $285 million; $800 million term loan refinanced, with $300 million of delayed-draw capacity remaining
RLI furnished the transcript of its October 20, 2026 third-quarter earnings call, which discussed results reported the day before. Operating earnings rose, but the combined ratio worsened to 86.2 from 85.1, and GAAP earnings fell as equity securities values changed, so the results point in mixed directions for shareholders.
Operating EPS was $0.86 versus $0.82 a year earlier; GAAP net EPS was $0.88 versus $1.35.
Combined ratio was 86.2 versus 85.1; underwriting income was $58.8 million for the quarter.
Net investment income rose 13% to $46.7 million; comprehensive loss was $36.8 million, or $0.40 per share.
Quarterly dividend of $0.18 per share was paid; about 104,000 shares were repurchased at an average $60.51, with $232 million remaining under the authorization.
Union Bankshares, Inc. reported higher third-quarter and nine-month 2026 net income and earnings per share compared with the same periods in 2025. The Board also declared a regular quarterly cash dividend of $0.36 per share, payable November 5, 2026 to shareholders of record as of October 31, 2026.
Q3 2026 net income was $3.8 million, or $0.77 per share, versus $3.4 million, or $0.75 per share, in Q3 2025
Nine-month 2026 net income was $9.7 million, or $2.03 per share, versus $8.3 million, or $1.83 per share, a year earlier
Net interest income rose $988 thousand, or 10.0%, in the quarter, while noninterest income fell to $2.8 million from $3.3 million
Quarterly dividend of $0.36 per share is payable November 5, 2026 to holders of record as of October 31, 2026
Oceaneering reported third-quarter 2026 revenue up 6% to $785 million and operating income up 7% to $92.2 million, but net income attributable to the company fell 26% to $52.6 million, or $0.52 per diluted share, from $0.71 a year earlier. The company also initiated full-year 2027 EBITDA guidance of $430 million to $480 million and guided fourth-quarter 2026 EBITDA to $85 million to $95 million.
Q3 2026 revenue rose 6% to $785 million; adjusted EBITDA rose 7% to $119 million.
Net income attributable to Oceaneering fell 26% to $52.6 million; diluted EPS was $0.52 versus $0.71 a year earlier.
Initial 2027 consolidated EBITDA guidance is $430 million to $480 million; fourth-quarter 2026 EBITDA is guided to $85 million to $95 million.
Free cash flow was $142 million in the quarter; cash and cash equivalents totaled $735 million at September 30, 2026. The company issued $500 million of 6.875% Senior Notes due 2034 during the quarter.
CACI reported fiscal first-quarter 2027 results for the quarter ended September 30, 2026, with revenue of $2.5 billion, up 8.2%, and diluted EPS of $5.84, up 3.7%. The company raised its fiscal 2027 revenue and adjusted earnings guidance while reaffirming its free cash flow outlook, which matters to shareholders because it signals higher expected revenue and adjusted profit for the year.
Revenue was $2,474.6 million, up 8.2% year over year, including 2.1% organic growth.
Net income was $130.4 million, up 4.5%; diluted EPS was $5.84, up 3.7%; adjusted diluted EPS was $7.66, up 11.8%.
Fiscal 2027 revenue guidance was raised to $10,700 million to $10,900 million from $10,650 million to $10,850 million.
Free cash flow was $133.5 million, down 6.6%; fiscal 2027 free cash flow guidance of at least $900 million was reaffirmed.
Tesla reported third-quarter 2026 results on October 21, 2026, with total revenues of $28.0 billion, roughly flat from a year earlier. GAAP net income attributable to common stockholders fell to $787 million from $1.4 billion a year earlier, as operating expenses rose and GAAP diluted EPS dropped to $0.22 from $0.39, which weighs on shareholders' earnings. The filing gives no numeric forward guidance; the company cites rising research and development spending and says it is focused on maximum factory capacity utilization.
Total revenues of $28.0 billion versus $28.1 billion in Q3 2025; total deliveries of 486,532 vehicles, down 2% year over year.
GAAP operating income of $718 million versus $1.6 billion a year earlier; research and development expense rose to $2.8 billion from $1.6 billion.
Non-GAAP diluted EPS of $0.48 versus $0.50; free cash flow of $1.5 billion versus $4.0 billion.
Cash, cash equivalents and short-term investments of $45.4 billion at September 30, 2026.
Kaiser Aluminum reported preliminary unaudited third quarter 2026 results, with net sales up sharply from a year earlier on higher metal costs passed through to customers and higher shipments. Net income and diluted EPS fell from the prior-year quarter, though Adjusted EBITDA rose slightly, and the company now expects full-year Adjusted EBITDA growth toward the lower end of its 45% to 55% range. The filing also confirms a CEO change effective November 1, 2026.
Net sales were $1,215 million versus $844 million a year earlier; Conversion Revenue was $439 million, up 25%.
Net income was $31 million, or $1.84 per diluted share, versus $40 million, or $2.38, in the prior-year quarter.
Adjusted EBITDA was $84 million versus $81 million; the 2026 Adjusted EBITDA growth outlook of 45% to 55% is maintained but now expected toward the lower end.
Fred Stephan succeeds Keith A. Harvey as President and CEO effective November 1, 2026; a $0.77 quarterly dividend was declared.
FS Bancorp reported third-quarter 2026 net income of $4.9 million, or $0.63 per diluted share, down from $9.2 million, or $1.18 per diluted share, a year earlier. The company also declared a regular quarterly dividend of $0.29 per share, payable November 20, 2026, to holders of record on November 6, 2026.
Q3 2026 net income was $4.9 million, or $0.63 per diluted share, versus $7.9 million ($1.04) in Q2 2026 and $9.2 million ($1.18) in Q3 2025.
Nine-month net income was $20.7 million, or $2.62 per diluted share, versus $24.9 million ($3.18) for the same period in 2025.
The Pacific West Bancorp acquisition closed August 19, 2026; the Home Lending segment reported a net loss of $806,000 in Q3 due to rising interest rates.
Quarterly cash dividend of $0.29 per share, payable November 20, 2026, to stockholders of record as of November 6, 2026.
Globe Life reported third quarter 2026 results with diluted net income of $4.62 per share, down from $4.73 a year earlier, while net operating income rose to $4.84 per share from $4.81. The company adjusted its full-year 2026 earnings guidance to $15.35 to $15.65 per share, citing high-severity claims at Evry and a Centers for Medicare and Medicaid Services claims processing delay at its United American General Agency division, and raised its 2026 share repurchase expectation to $725 million to $775 million.
Q3 2026 net income was $361.1 million, compared with $387.8 million in Q3 2025; total premium revenue rose 7% to $1.31 billion.
Health underwriting margin at United American was a loss of $6.4 million, reflecting an Evry underwriting loss of about $16 million and about $7 million of excess Medicare Supplement claims.
Full-year 2026 earnings guidance was adjusted to $15.35 to $15.65 per share; the company estimates 2027 net operating income of $16.10 to $17.10 per share.
During Q3 2026 the company repurchased 1.1 million shares for $185 million, and now expects 2026 repurchases of $725 million to $775 million, up from $670 million to $700 million.
Banner Corporation reported third-quarter 2026 net income of $47.7 million, or $1.36 per diluted share, down from $48.9 million, or $1.43 per share, in the prior quarter and $53.5 million, or $1.54 per share, a year earlier. Revenue rose 4% year over year to $177.3 million, helped by the September 1, 2026 acquisition of Pacific Financial Corporation, while merger costs and higher non-interest expense weighed on profit. The company also declared a regular quarterly dividend of $0.52 per share.
Q3 2026 net income $47.7 million, $1.36 per diluted share, versus $1.54 per share in Q3 2025
Revenue $177.3 million, up 4% from $170.7 million in Q3 2025
Merger-related expenses $5.2 million in Q3 2026 following the Pacific Financial acquisition completed September 1, 2026
Quarterly cash dividend of $0.52 per share payable November 13, 2026, to holders of record on November 5, 2026
First Industrial reported third-quarter 2026 results showing diluted FFO of $0.81 per share, up from $0.76 a year earlier, and diluted EPS of $0.44, down from $0.49. The company raised its 2026 FFO guidance by $0.01 at the midpoint, while occupancy fell to 94.1% from 94.9% in the prior quarter.
Q3 2026 total revenues were $197.1 million, up from $181.4 million a year earlier.
Q3 2026 diluted EPS was $0.44, versus $0.49 in Q3 2025; the prior-year quarter included a $9.5 million gain on sale of real estate.
2026 FFO guidance was increased $0.01 at the midpoint; cash same store NOI growth guidance was raised 75 basis points to 6.5% at the midpoint.
In-service occupancy was 94.1% at September 30, 2026, compared with 94.9% at June 30, 2026.
TrustCo Bank Corp NY reported third-quarter 2026 net income of $17.3 million, up 6.5% from $16.3 million a year earlier, and diluted earnings per share of $1.02 compared with $0.86. Net interest income rose 9.1% to $47.0 million as loan repricing and deposit growth lifted the net interest margin to 2.95%, and the company raised its quarterly dividend 5.3% to $0.40 per share.
Diluted EPS of $1.02 for Q3 2026 versus $0.86 for Q3 2025, up 18.6%
Net interest income of $47.0 million, up 9.1%; net interest margin of 2.95% versus 2.79%
Quarterly cash dividend increased 5.3% to $0.40 per share
Provision for credit losses of $850 thousand versus $250 thousand a year earlier; nonperforming loans were $21.1 million, or 0.39% of total loans
Cathay General Bancorp reported unaudited third-quarter 2026 net income of $95.2 million, or $1.43 per diluted share, up from $92.2 million, or $1.37 per share, in the second quarter. Net interest income reached a record $211.9 million, while credit loss provisions rose to $28.6 million and non-interest expense included an $8.0 million charitable contribution and a $5.4 million contract termination fee.
Diluted EPS was $1.43 for Q3 2026, versus $1.37 in Q2 2026 and $1.13 in Q3 2025.
Net interest income was a record $211.9 million, up $11.0 million, or 5.5%, from Q2 2026; net interest margin was 3.52%.
Provision for credit losses rose to $28.6 million from $11.2 million in Q2 2026, reflecting loan growth and updated loss assumptions.
Non-interest expense rose 12.0% to $103.4 million, including an $8.0 million charitable contribution and a $5.4 million contract termination fee.
Fulton Financial reported third-quarter 2026 net income available to common shareholders of $114.1 million, or $0.59 per diluted share, up $14.2 million from the second quarter. Operating net income was $119.8 million, or $0.62 per diluted share, up $0.02 from the prior quarter, with higher net interest income and lower non-interest expense driving the gain. Shareholders also benefit from the company's ongoing buybacks, having repurchased $56.1 million of common stock in the quarter.
Net income available to common shareholders was $114.1 million, or $0.59 per diluted share, versus $99.9 million in the second quarter of 2026.
Net interest income rose $5.8 million to $290.0 million; non-interest expense fell $12.4 million to $218.5 million.
Non-interest income fell $2.1 million to $77.2 million, mainly due to a $6.9 million equity method gain recognized in the prior quarter.
The company repurchased 2,325,000 shares for $56.1 million in the third quarter under its 2026 Repurchase Program; common equity Tier 1 ratio was 12.2%.
Third Coast Bancshares reported third-quarter 2026 net income of $19.0 million, or $0.93 per diluted share, up from $18.1 million but down from $1.03 per diluted share a year earlier, and down from $22.0 million in the second quarter. Net interest income rose 17.1% year over year to $59.5 million, while higher expenses, including $3.2 million of acquisition-related costs, weighed on results. The company also announced a definitive all-stock agreement on October 7, 2026 to acquire Great Plains Bancshares, valued at approximately $239.6 million, with closing expected in the first quarter of 2027.
Net income $19.0 million, or $0.93 diluted EPS, versus $22.0 million, or $1.08, in Q2 2026 and $18.1 million, or $1.03, in Q3 2025
Net interest margin 3.70%, down from 3.83% in Q2 2026 and 4.10% in Q3 2025; efficiency ratio 63.10% vs. 56.51% in Q2 2026
Pending all-stock acquisition of Great Plains Bancshares, Inc. valued at approximately $239.6 million, expected to close in Q1 2027
Investor call scheduled for Thursday, October 22, 2026, at 10:00 a.m. Central Time
Lake Shore Bancorp reported unaudited third-quarter 2026 net income of $2.3 million, or $0.31 per diluted share, down slightly from $2.4 million, or $0.32, a year earlier, as higher net interest income was offset by a higher provision for credit losses and lower non-interest income. For the first nine months of 2026, net income rose to $6.4 million, or $0.87 per diluted share, from $5.3 million, or $0.70, in 2025.
Q3 2026 net income $2.3 million, $0.31 per diluted share, versus $2.4 million, $0.32 per share in Q3 2025
Q3 net interest income rose $786,000, or 12.4%, to $7.1 million; net interest margin 4.17% versus 3.72% a year earlier
Nine-month 2026 net income $6.4 million, $0.87 per diluted share, versus $5.3 million, $0.70 per share in 2025
Repurchased 105,090 shares in Q3 2026 at an average cost of $17.92 per share; book value per share $18.20 at September 30, 2026
Eagle Bancorp reported unaudited third quarter 2026 net income of $24.2 million, or $0.79 per diluted share, compared with $6.9 million, or $0.23 per share, in the second quarter. The increase was mainly due to a lower provision for credit losses of $2.8 million, down from $21.4 million, while net interest income and noninterest income both declined and nonperforming assets rose to $166.0 million. The company also declared a $0.01 per share cash dividend.
Net income was $24.2 million, or $0.79 diluted EPS, versus $6.9 million, or $0.23, in the prior quarter
Net interest income was $61.3 million, down from $62.4 million; noninterest income was $9.6 million, down from $10.8 million
Nonperforming assets rose to $166.0 million, or 1.75% of total assets, from $113.1 million, or 1.17%, with one significant relationship driving the increase
Cash dividend of $0.01 per share is payable November 17, 2026, to shareholders of record on November 6, 2026
Stewart Information Services reported third-quarter 2026 total revenues of $900.7 million, up from $796.9 million a year earlier, but net income attributable to Stewart fell to $30.3 million ($0.98 per diluted share) from $44.3 million ($1.55). CEO Fred Eppinger said the company faced increased industry headwinds that it anticipates will continue into next year. For shareholders, higher revenue came with lower reported profit and lower earnings per share.
Total revenues were $900.7 million versus $796.9 million in the third quarter of 2025; the real estate solutions segment rose 68%, primarily from the recent MCS acquisition.
GAAP net income attributable to Stewart was $30.3 million, or $0.98 per diluted share, versus $44.3 million, or $1.55, a year earlier.
Adjusted net income per diluted share was $1.33 versus $1.64 in the prior year quarter.
Management will discuss the results on a conference call at 8:30 a.m. Eastern Time on October 22, 2026.
United Rentals reported record third-quarter 2026 results, with net income of $920 million versus $701 million a year earlier and GAAP diluted EPS of $14.77 versus $10.91. The company also raised its full-year 2026 outlook for total revenue and adjusted EBITDA, and declared a quarterly dividend of $1.97 per share.
Q3 total revenue was $4.893 billion, up from $4.229 billion a year earlier; net income was $920 million versus $701 million.
Total revenue outlook for 2026 raised to $18.0 billion to $18.2 billion from $17.5 billion to $17.8 billion.
Adjusted EBITDA outlook for 2026 raised to $8.3 billion to $8.4 billion from $7.975 billion to $8.125 billion.
Quarterly dividend of $1.97 per share payable November 25, 2026; company expects $1.5 billion of share repurchases in 2026.
Hexcel reported third-quarter 2026 net sales of $496.4 million, up 8.8% from a year earlier, and GAAP diluted EPS of $0.50 versus $0.26. The company reaffirmed its 2026 guidance, and its board raised the share repurchase authorization to $750 million from about $380.6 million remaining. Management said it has prioritized debt repayment and expects to return to its targeted leverage range by the end of 2026.
Q3 2026 net sales were $496.4 million, up 8.8% (9.2% in constant currency); commercial aerospace sales rose 20.5% to $330.3 million
GAAP diluted EPS was $0.50 for Q3 2026 versus $0.26 a year earlier; adjusted diluted EPS was $0.50 versus $0.37
2026 guidance unchanged: sales of $2.025 billion to $2.125 billion and adjusted diluted EPS of $2.30 to $2.40
Share repurchase authorization raised to $750 million; no shares were repurchased in Q3 2026, and a $0.18 quarterly dividend is payable November 9, 2026
Franklin Covey announced it will release its fourth quarter and fiscal year 2026 financial results after the market closes on November 4, 2026, with a conference call the same day. The filing contains no financial results, so shareholders get only the timing and access details for the call.
Fourth quarter and fiscal 2026 results expected after market close on Wednesday, November 4, 2026
Conference call set for November 4, 2026 at 5:00 p.m. ET (3:00 p.m. MT)
Live webcast and telephone registration available; replay archived on the company website for at least 30 days
Reliance reported record third-quarter 2026 net sales of $5.21 billion, up 42.8% from a year earlier, and diluted EPS of $7.84 versus $3.59. Non-GAAP EPS of $8.02 exceeded management's guidance of $6.40 to $6.60, and the company guided fourth-quarter non-GAAP EPS to $7.40 to $7.60 while raising its share repurchase authorization to $2.5 billion.
Third-quarter net sales were $5.21 billion, up 42.8% year over year, with tons sold up 15.6%.
Diluted EPS was $7.84 versus $3.59 a year earlier; non-GAAP diluted EPS was $8.02 versus guidance of $6.40 to $6.60.
Fourth-quarter 2026 non-GAAP diluted EPS is expected in the range of $7.40 to $7.60.
The Board approved raising the share repurchase authorization to $2.5 billion on October 20, 2026, and declared a $1.25 quarterly dividend payable December 4, 2026.
Live Oak Bancshares reported third quarter 2026 net income attributable to common shareholders of $24.3 million, or $0.52 per diluted share, down 30.1% from the second quarter. Total revenue rose 12.5% from the second quarter to $175.6 million, but the provision for credit losses more than doubled to $54.7 million, which shareholders should weigh against the revenue growth. The company will discuss its results and business outlook on a conference call on October 22, 2026, at 9:00 a.m. ET.
Net income attributable to common shareholders was $24.3 million, or $0.52 per diluted share, versus $34.7 million, or $0.74, in Q2 2026 and $25.6 million, or $0.55, in Q3 2025.
Total revenue was $175.6 million, up 12.5% from Q2 2026 and 23.4% from Q3 2025.
Provision for credit losses was $54.7 million, up from $25.8 million in Q2 2026, including $17.0 million tied to the stressed distillery portfolio.
Total assets reached $17.0 billion at September 30, 2026, and loan and lease production was $2.1 billion in the quarter.
IBM reported third-quarter 2026 revenue of $17.1 billion, up 5%, and GAAP diluted earnings per share of $2.31, up from $1.84 a year earlier. The company raised its full-year free cash flow expectation to an increase of more than $1 billion year over year, while keeping its 4% to 5% constant currency revenue growth forecast unchanged.
Revenue $17.1 billion, up 5% (6% at constant currency); Software revenue up 8%
GAAP diluted EPS $2.31 vs. $1.84 a year earlier; GAAP net income $2.2 billion, up 26%
Full-year free cash flow now expected to rise by more than $1 billion year over year; constant currency revenue growth of 4% to 5% unchanged
Quarterly dividend of $1.69 per share declared, payable December 10, 2026, to holders of record November 10, 2026
Molina Healthcare reported third-quarter 2026 GAAP net income of $38 million, or $0.73 per diluted share, down 52% from a year earlier, on total revenue of $11.08 billion, down from $11.48 billion. The company reaffirmed its full-year 2026 guidance of adjusted earnings of at least $5.25 per diluted share and premium revenue of about $42 billion. For shareholders, profit fell sharply while guidance was held, and the full-year outlook includes a $1.50 per share loss tied to a new Florida Medicaid contract in the fourth quarter.
GAAP EPS was $0.73 versus $1.51 a year earlier; adjusted EPS was $0.89 versus $1.84.
Total revenue was $11.08 billion versus $11.48 billion; premium revenue fell 4% on lower Medicaid and Marketplace membership.
Consolidated medical care ratio rose to 92.9% from 92.6%; the company attributed the profit decline mainly to this higher ratio.
Full-year 2026 guidance was reaffirmed, including at least $5.25 adjusted EPS and at least $2.38 GAAP EPS, and includes a $1.50 per share loss from the new Florida Medicaid contract.
QuantumScape reported third-quarter 2026 results, with a GAAP net loss of $84.5 million, down from $105.8 million a year earlier, and a loss of $0.14 per share versus $0.18. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and capital expenditure guidance of $27 million to $37 million, and it ended the quarter with $819.8 million in liquidity.
Q3 2026 GAAP net loss was $84.5 million, compared with $105.8 million in Q3 2025; loss per share was $0.14 versus $0.18.
Q3 operating expenses were $92.4 million, down from $115.0 million a year earlier.
Adjusted EBITDA loss was $60.7 million in Q3 2026, compared with $61.4 million in Q3 2025.
Q3 customer billings were $9.8 million; the company said billings are not a substitute for revenue under U.S. GAAP.
Element Solutions reported record third-quarter 2026 results, with net sales of $995 million, up 52% on a reported basis and 13% organically, and net income of $66 million, up from $39 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $720 million and said it expects adjusted EPS growth above 20% for the year. Shareholders also learned that the proposed Solstice merger, signed July 6, 2026, was terminated on August 27, 2026.
Q3 2026 net sales were $995 million, up 52% reported and 13% organic; Electronics sales rose 68% to $780 million.
GAAP diluted EPS was $0.27 versus $0.16; adjusted EPS was $0.50 versus $0.41.
Adjusted EBITDA was $191 million versus $147 million, with the margin at 28.2%.
2026 adjusted EBITDA guidance was raised to approximately $720 million; the Solstice merger agreement was terminated August 27, 2026.
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $327.0 million for Q3 2026, driven mainly by a $1,165.1 million loss on MBS, partly offset by gains on interest rate swaps and futures. Book value per common share fell to $14.55 from $17.53 in Q2, and the total economic return was (12.9)%, though Distributable Earnings per common share held near prior levels at $0.71.
GAAP net loss to common stockholders of $327.0 million, or $2.26 per share, compared with net income of $111.5 million, or $0.86 per share, in Q2 2026.
Book value per common share of $14.55, down from $17.53 in Q2 2026; total economic return of (12.9)% for Q3.
Distributable Earnings available to common stockholders of $102.3 million, or $0.71 per share, compared with $0.72 per share in Q2 2026.
Common dividend of $0.24 per share per month declared for Q3; a $0.24 dividend is payable November 27, 2026 to holders of record on November 16, 2026.
Crown Castle reported third quarter 2026 site rental revenues of $966 million, down 5% from a year earlier, and net income of $283 million, down 12%. The company raised the midpoint of its full year 2026 AFFO outlook by $5 million and Adjusted EBITDA outlook by $25 million, while AFFO rose 8% in the quarter.
Q3 2026 site rental revenues were $966 million, down from $1,012 million in Q3 2025; diluted EPS was $0.67 versus $0.74
Q3 2026 AFFO was $530 million, up 8%, or $1.24 per share, up 11%
Full year 2026 AFFO outlook midpoint raised $5 million to a range of $1,955 million to $2,005 million
Full year 2026 Adjusted EBITDA outlook raised to $2,690 million to $2,740 million; site rental revenues midpoint raised $20 million
First Bancorp reported unaudited third-quarter 2026 net income of $10.7 million, up 17.5% from $9.1 million a year earlier, with diluted earnings per share of $0.95 versus $0.81. Net income for the first nine months of 2026 was $29.2 million, up 20.7%, and the company paid a $0.38 per share dividend on October 16, 2026.
Q3 2026 net income $10.7 million, up 17.5% from Q3 2025; diluted EPS $0.95 versus $0.81
Net interest margin 2.99%, up from 2.70% in Q3 2025
Efficiency ratio 47.94%, improved from 50.40% in Q3 2025
Non-performing assets 0.44% of total assets, down from 0.54% at June 30, 2026
NVE Corporation reported results for the quarter ended September 30, 2026, with second-quarter revenue down 8% to $5.83 million and net income down 4% to $3.17 million, or $0.65 per diluted share. For the first six months of fiscal 2027, revenue rose 36% to $16.9 million and net income rose 39% to $9.57 million. The board also approved a $1.00 per share quarterly cash dividend, payable November 30, 2026.
Q2 fiscal 2027 total revenue was $5.83 million, down from $6.35 million; product sales fell 9% and contract research and development revenue rose 25%.
Q2 net income was $3.17 million, or $0.65 per diluted share, versus $3.31 million, or $0.68 per share, a year earlier.
Six-month revenue rose 36% to $16.9 million and six-month net income rose 39% to $9.57 million, or $1.97 per diluted share.
Quarterly dividend of $1.00 per share is payable November 30, 2026 to shareholders of record as of November 2, 2026.
Southwest reported third quarter 2026 net income of $270 million, or $0.55 per diluted share, compared with $54 million, or $0.10 per share, a year earlier. Operating revenue rose 21.2% to $8.4 billion, but fuel expense increased by $821 million, and the company gave 2026 adjusted EPS guidance of $2.60 to $2.85.
Q3 2026 operating revenue of $8.4 billion, up 21.2% year-over-year; unit revenue (RASM) rose 21.6%
Q3 fuel cost was $3.92 per gallon, a $821 million year-over-year increase in fuel expense
Full-year 2026 adjusted EPS guidance of $2.60 to $2.85; fourth quarter adjusted EPS guidance of $0.55 to $0.80
Company paid $176 million in dividends in Q3 and will hold a Capital Markets Day in New York City on March 2, 2027
Medpace reported third quarter 2026 revenue of $716.0 million, up 8.5%, and GAAP diluted earnings of $4.84 per share, up from $3.86 a year earlier. The company also replaced its prior buyback, which had $527.0 million remaining, with a new authorization of up to $1.0 billion of common stock through December 31, 2028, funded from cash on hand.
Q3 2026 revenue $716.0 million, up 8.5% from $659.9 million; net new business awards $873.4 million, up 10.6%
Q3 2026 GAAP net income $137.5 million ($4.84 per diluted share) vs. $111.1 million ($3.86) a year earlier; EBITDA $172.1 million, up 16.0%
New repurchase authorization of up to $1.0 billion through December 31, 2028, effective October 20, 2026, replacing the prior authorization with $527.0 million remaining
The filing gives 2026 full-year guidance of $2.835 billion to $2.855 billion in revenue and $17.97 to $18.32 in diluted EPS, with no prior guidance included for comparison
Rithm Property Trust reported third quarter 2026 results with GAAP comprehensive income attributable to common stockholders of $1.3 million, or $0.17 per diluted share, up from $0.08 in the second quarter. Earnings available for distribution, a non-GAAP measure, rose to $0.23 per diluted share from a loss of $0.01, and the board declared an unchanged $0.36 per share common dividend.
GAAP comprehensive income attributable to common stockholders was $1.3 million, or $0.17 per diluted share, versus $0.6 million, or $0.08, in Q2 2026.
Earnings available for distribution were $1.8 million, or $0.23 per diluted share, compared with a loss of $0.05 million, or $(0.01), in Q2 2026.
Common dividend of $0.36 per share, unchanged from Q2, payable November 30, 2026 to holders of record as of October 30, 2026.
Book value per common share was $29.82 as of September 30, 2026.
First American Financial reported third-quarter 2026 revenue of $2.1 billion, up 5% from a year earlier, and diluted EPS of $1.72, down from $1.84. Adjusted EPS rose to $1.78 from $1.70, while the GAAP decline reflected a swing to net investment losses of $2 million from gains of $26 million a year earlier. The company also raised its annual common dividend by 11% to $2.44 per share.
Total revenue of $2,084.6 million vs. $1,978.9 million in Q3 2025; net income of $177.0 million vs. $189.6 million
Diluted EPS of $1.72 (GAAP) and $1.78 (adjusted), compared with $1.84 and $1.70 a year earlier
Title Insurance and Services investment income rose 11% to $169 million; Home Warranty pretax margin fell to 9.9% from 14.1%
Annual dividend raised 11% to $2.44 per share; 23,149 shares repurchased in Q3 for $1 million
CNB Financial Corporation reported third quarter 2026 net income available to common shareholders of $27.0 million, or $0.91 per diluted share, flat on the per-share figure from the prior quarter and up from $18.9 million, or $0.69 per share, a year earlier. For the first nine months of 2026, earnings were $80.2 million, or $2.69 per diluted share, compared with $1.81 a year earlier, which the company describes as a record for the period.
Q3 2026 earnings of $27.0 million, or $0.91 per diluted share, versus $27.2 million, or $0.91, in Q2 2026 and $18.9 million, or $0.69, in Q3 2025
Nine-month 2026 earnings of $80.2 million, or $2.69 per diluted share, versus $42.2 million, or $1.81, for the same period of 2025
Book value per common share was $28.86 at September 30, 2026, up from $28.75 at June 30, 2026; nonperforming assets were $56.9 million, or 0.68% of total assets
NETSTREIT reported third quarter 2026 results on October 21, 2026, with AFFO per diluted share up 6.1% to $0.35 from $0.33 and net income per diluted share of $0.08 versus $0.01 a year earlier. The company kept its 2026 AFFO per share guidance of $1.37 to $1.39 and raised its expected 2026 net investment activity to at least $800 million from $700 million to $800 million.
Q3 2026 FFO per diluted share was $0.35, up 20.7% from $0.29; Core FFO was $0.34, up 9.7% from $0.31.
The company completed $273.1 million of gross investments at a 7.4% blended cash yield in the quarter.
The quarterly dividend was raised to $0.225 per share, or $0.90 annualized, an increase of $0.02 per share, payable December 15, 2026.
Leverage was 5.0x Net Debt to Annualized Adjusted EBITDA re, and the company secured $550.0 million of additional financing commitments.
Lam Research reported revenue of $8.22 billion and U.S. GAAP diluted EPS of $2.19 for the quarter ended September 27, 2026, up from $6.72 billion and $1.81 in the June 2026 quarter. The company guided to revenue of $8.60 billion (plus or minus $400 million) and GAAP diluted EPS of $2.33 (plus or minus $0.15) for the quarter ending December 27, 2026.
Revenue of $8.22 billion, up 22% from $6.72 billion in the June 2026 quarter.
U.S. GAAP diluted EPS of $2.19 versus $1.81 in the June 2026 quarter; non-GAAP diluted EPS of $2.20.
Guidance for the December 2026 quarter: revenue of $8.60 billion +/- $400 million and GAAP diluted EPS of $2.33 +/- $0.15.
Cash dividend declared of $0.33 per share, up from $0.26; treasury stock purchases of $1.02 billion in the quarter.
Triumph Financial reported third-quarter 2026 net income to common stockholders of $12.6 million, or $0.52 per diluted share, in a shareholder letter furnished under Item 2.02. Transportation revenue grew 37.8% year over year, while the letter says credit expense rose and Intelligence revenue growth fell short of expectations.
Net income to common stockholders was $12.6 million, or $0.52 per diluted share; non-recurring items reduced EPS by $0.02.
Factoring revenue was $57.0 million, up 43.6% year over year, with a pretax operating margin of 43.0%.
Payments revenue was $23.5 million, up 27.2% year over year; LoadPay revenue was $0.8 million.
The letter sets a 2027 non-interest expense target below $400 million and gives an illustrative 2027 EPS figure of roughly $3.50, which the company says is not a precise forecast.
WD-40 reported fourth-quarter and fiscal 2026 results for the period ended August 31, 2026. Quarterly net sales rose 8% to $176.8 million, but diluted EPS fell to $1.06 from $1.56 as gross margin declined to 52.8% and expenses rose. The company guided fiscal 2027 diluted EPS to between $6.40 and $6.70 and authorized a new $100.0 million share repurchase program effective Sept. 1, 2026.
Q4 net sales rose 8% to $176.8 million; gross margin fell to 52.8% from 54.7%.
Q4 diluted EPS was $1.06 versus $1.56; fiscal 2026 diluted EPS was $6.08 versus $6.69, which included an $11.9 million prior-year tax benefit.
Fiscal 2027 guidance: net sales of $715 million to $735 million on a constant currency basis and diluted EPS of $6.40 to $6.70.
New $100.0 million buyback effective Sept. 1, 2026; quarterly dividend of $1.02 per share payable Oct. 30, 2026.
Texas Capital Bancshares reported third quarter 2026 net income available to common stockholders of $99.4 million, or $2.28 per diluted share, up from $80.6 million, or $1.83 per share, in the second quarter but down from $100.9 million in the third quarter of 2025. Net interest income reached a record-level $275.0 million, and the board authorized a new share repurchase program of up to $200.0 million through October 31, 2027, which replaces the remaining authorization under the December 12, 2025 program. Criticized loans rose to $782.4 million at September 30, 2026, from $529.7 million a year earlier.
Net income available to common stockholders was $99.4 million, or $2.28 per diluted share, versus $80.6 million, or $1.83, in the second quarter of 2026 and $100.9 million, or $2.18, in the third quarter of 2025.
Net interest income was $275.0 million, and net interest margin was 3.44%, up 16 basis points from the second quarter of 2026.
Provision for credit losses was $17.0 million, with $14.5 million in net charge-offs; criticized loans totaled $782.4 million at September 30, 2026.
A new share repurchase program of up to $200.0 million was effective October 20, 2026, through October 31, 2027; the company repurchased $103.0 million of its stock in the third quarter.
Kinder Morgan reported record third-quarter 2026 results, with net income attributable to KMI of $764 million, up from $628 million a year earlier, and EPS of $0.34, up 21%. The company also expects 2026 Adjusted EBITDA more than 6% and Adjusted EPS more than 13% above its budget, and its expansion project backlog rose to $14.4 billion.
Q3 net income attributable to KMI was $764 million, up from $628 million in Q3 2025; Adjusted EPS was $0.35, up 21%.
Q3 revenues were $4.53 billion, compared with $4.15 billion in Q3 2025.
KMI expects 2026 Adjusted EBITDA more than 6% and Adjusted EPS more than 13% favorable to budget.
Board approved a quarterly dividend of $0.2975 per share, payable November 16, 2026, to holders of record on November 2, 2026.
Arcus Biosciences disclosed a preliminary estimate of about $694.0 million in cash, cash equivalents and marketable securities as of September 30, 2026. The figure is unaudited, subject to financial closing procedures, and Ernst & Young has not reviewed it, so it may change. The filing contains no revenue, profit or guidance figures, so it gives shareholders a liquidity snapshot rather than full results.
Preliminary cash, cash equivalents and marketable securities: approximately $694.0 million as of September 30, 2026
Figure is unaudited and subject to completion of financial closing procedures and management review
Ernst & Young LLP has not audited or reviewed the preliminary data
Filing does not include revenue, net income, EPS or guidance
First Merchants reported third-quarter 2026 net income available to common stockholders of $67.8 million, or $1.09 per diluted share, up from $56.3 million, or $0.98 per share, a year earlier and $43.5 million, or $0.70, in the second quarter. The company also announced that President Mike Stewart will succeed Mark Hardwick as chief executive upon Mr. Hardwick's retirement at year-end 2026.
Q3 2026 diluted EPS was $1.09 versus $0.98 in Q3 2025; adjusted EPS was $1.10 versus $0.99 a year earlier.
Net interest margin was 3.44%, up 6 basis points from the prior quarter and up 20 basis points from Q3 2025.
Nine-month 2026 diluted EPS was $2.24 versus $2.90 a year earlier, reflecting a $29.8 million first-quarter negative mortgage loan valuation adjustment.
Mike Stewart will succeed Mark Hardwick as CEO upon Mr. Hardwick's retirement at year-end 2026.
Las Vegas Sands reported third-quarter 2026 net revenue of $3.22 billion, down from $3.33 billion, and net income of $352 million, down from $491 million. Diluted earnings per share were $0.48 compared with $0.61 a year earlier. The board also approved a 20% increase in the recurring common stock dividend for 2027, to $1.44 per share annually, while the company repurchased $950 million of its stock during the quarter.
Net revenue was $3.22 billion versus $3.33 billion in the third quarter of 2025
Net income was $352 million versus $491 million; diluted EPS was $0.48 versus $0.61
Board raised the 2027 recurring annual dividend 20% to $1.44 per share ($0.36 per quarter)
Repurchased $950 million of common stock in the quarter; $5.06 billion remained under the authorization as of September 30, 2026
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