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).
Nautilus Biotechnology reported third quarter 2026 results for the period ended September 30, 2026, with revenue of $0.2 million, mainly grant revenue, compared with no revenue a year earlier. Net loss widened to $15.6 million from $13.6 million as operating expenses rose 10% to $16.9 million, and cash, cash equivalents and investments stood at $114.3 million at quarter end.
Q3 2026 revenue was $0.2 million, primarily grant revenue tied to a Michael J. Fox Foundation grant, versus no revenue in Q3 2025.
Operating expenses rose $1.5 million, or 10%, to $16.9 million, driven by higher laboratory, professional services and salary costs.
Net loss was $15.6 million, or $0.12 per share, compared with $13.6 million, or $0.11 per share, a year earlier.
Cash, cash equivalents and investments were $114.3 million as of September 30, 2026; the company said it expects up to $6 million from the ARPA-H-funded SEEDS consortium.
Community Bancorp. reported third-quarter 2026 net income of $5.1 million, or $0.91 per share, up from $4.7 million, or $0.84 per share, a year earlier. Net income for the first nine months was $14.1 million, or $2.53 per share, up 14.72%, alongside higher net interest income. For shareholders, per-share earnings rose, while the securities portfolio carried a $13.4 million reduction to equity from unrealized losses.
Q3 2026 net income was $5.1 million, up 7.24% from $4.7 million; earnings per share were $0.91 versus $0.84.
Nine-month 2026 net income was $14.1 million, or $2.53 per share, up 14.72% from $12.3 million.
Q3 net interest income rose 10.89% to $11.7 million, while non-interest income fell 8.98% to $1.9 million.
Quarterly dividend of $0.26 per share is payable November 1, 2026, to shareholders of record as of October 15, 2026.
Bain Capital Specialty Finance, Inc. (BCSF) said it will release its results for the quarter ended September 30, 2026 after market close on November 9, 2026, and host a conference call on November 10, 2026. The filing furnishes a press release that schedules the release and call and does not disclose any financial results, so it gives shareholders a date but no performance figures.
Quarter ended September 30, 2026 results to be released Monday, November 9, 2026 after market close
Conference call scheduled for Tuesday, November 10, 2026 at 10:00 a.m. Eastern Time
Archived replay available through November 24, 2026
Commercial Bancgroup, Inc. reported third-quarter 2026 net income of $10.9 million, or $0.79 per diluted share, up from $9.5 million, or $0.77 per diluted share, a year earlier. Its board also declared a quarterly cash dividend of $0.12 per share, payable December 30, 2026, to holders of record on December 15, 2026.
Q3 2026 net income $10.9 million, or $0.79 per diluted share, versus $9.5 million, or $0.77, in Q3 2025
Nine-month net income $30.6 million, or $2.23 per diluted share, versus $27.1 million, or $2.22, a year earlier
Net interest margin 4.14% for the quarter, up 8 basis points from the second quarter of 2026
Quarterly cash dividend of $0.12 per share; record date December 15, 2026; payable December 30, 2026
Noble reported a third-quarter 2026 net loss of $117 million, or $0.73 per diluted share, compared with a loss of $21 million a year earlier, and Adjusted EBITDA of $201 million versus $254 million. Full-year guidance narrowed, with the Adjusted EBITDA top end lowered to $900 million from $925 million and the Capital Expenditures range raised, which matters to shareholders because it signals lower top-end earnings and higher spending for 2026.
Q3 2026 total revenue was $729 million, versus $798 million in Q3 2025 and $720 million in Q2 2026.
Full-year 2026 Adjusted EBITDA guidance narrowed to $850-$900 million from $850-$925 million; revenue guidance narrowed to $2,850-$2,900 million.
Full-year 2026 Capital Expenditures guidance raised to $680-$705 million from $615-$665 million, primarily due to higher customer reimbursable spending.
Board approved a $0.50 per share dividend for Q4 2026, payable December 17, 2026, to holders of record on November 25, 2026.
Brown & Brown reported unaudited third-quarter 2026 results on October 26, 2026, with total revenues of $1.7 billion, up 7.4%, and net income attributable to the Company of $240 million, up 5.7%. Diluted net income per share fell 1.5% to $0.67, while adjusted diluted net income per share rose 1.9% to $1.07, and margins declined from the prior-year quarter.
Total revenues of $1.7 billion, up 7.4%; Organic Revenue growth of 1.2%
Net income attributable to the Company of $240 million, up 5.7%
Diluted net income per share of $0.67, down 1.5%; adjusted diluted net income per share of $1.07, up 1.9%
Income Before Income Taxes Margin of 18.6% vs. 19.4%; EBITDAC Margin - Adjusted of 34.6% vs. 36.6%
Blue Ridge Bankshares reported a third-quarter 2026 net loss of $4.2 million, or ($0.05) per diluted share, wider than the $1.3 million loss in the second quarter and down from $5.6 million of net income a year earlier. Most of the credit provision tied to a single out-of-market loan relationship, while adjusted pre-tax earnings improved and the HomeTrust merger remains pending.
Net loss of $4.2 million, or ($0.05) per diluted share, versus net income of $5.6 million, or $0.06 per diluted share, in the third quarter of 2025.
Pre-tax provision for credit losses was $8.5 million, mainly linked to one out-of-market relationship; the company charged off $9.9 million on that borrower.
Adjusted pre-tax earnings rose to $5.3 million from $2.9 million in the second quarter of 2026.
HomeTrust merger agreement was announced August 17, 2026, and is expected to close in the first quarter of 2027, pending approvals.
Nucor Corporation announced net earnings of $1.32 billion, or $5.80 per diluted share, for the third quarter of 2026, up from $1.16 billion in the second quarter. The company returned $629 million to stockholders through share repurchases and dividends during the quarter and expects fourth-quarter earnings to be generally in line with or modestly higher than the third quarter.
Net earnings attributable to Nucor stockholders were $1.32 billion, or $5.80 per diluted share, on net sales of $11.25 billion for Q3 2026.
The company returned approximately $629 million to stockholders in Q3 2026 through share repurchases and dividend payments.
Nucor repurchased approximately 2.03 million shares at an average price of $247.04 per share during the third quarter.
Flexsteel reported fiscal first-quarter 2027 results for the period ended September 30, 2026, with net sales up 3.2% to $114.0 million. Operating income fell to $6.9 million from $9.0 million, and diluted earnings per share dropped to $1.24 from $1.31, as gross margin declined on currency effects and higher energy and material costs. The company expects second-quarter sales of $119.5 million to $123.0 million and a GAAP operating margin of 6.5% to 7.0%.
Net sales were $114.0 million, up 3.2% from $110.4 million; Flexsteel-branded sales rose 5.1% while the exited Homestyles line fell 57.6%.
GAAP operating income was $6.9 million, or 6.0% of net sales, versus $9.0 million, or 8.1%, a year earlier.
Diluted EPS was $1.24 versus $1.31; net income was $5.4 million versus $7.3 million.
For the quarter ending December 2026, the company guides to sales of $119.5 million to $123.0 million (1% to 4% growth) and a 6.5% to 7.0% operating margin; a conference call is set for October 27, 2026 at 8:00 a.m. Central Time.
FirstSun Capital Bancorp reported third-quarter 2026 net income of $38.4 million, or $0.82 per diluted share, compared with a net loss of $22.9 million in the second quarter. Adjusted net income, a non-GAAP measure, was $48.2 million, or $1.03 per diluted share. Results were driven by lower noninterest expense after merger-related costs fell, and a higher net interest margin.
Net income $38.4 million, $0.82 per diluted share, versus a net loss of $22.9 million, or $0.49 per share, in Q2 2026; Q3 2025 diluted EPS was also $0.82
Adjusted net income $48.2 million, $1.03 per diluted share, versus $21.0 million, $0.45 per share, in Q2 2026
Net interest margin rose 24 basis points to 3.82%; noninterest expense fell $45.2 million to $126.6 million, with merger-related expenses down $44.3 million
Repurchased 1,245,224 common shares for $49.7 million; core system conversion of First Foundation completed in late September 2026
Welltower Inc. reported third quarter 2026 net income of $415 million and raised its full-year guidance for net income and normalized FFO per diluted share. The company also declared a quarterly cash dividend of $0.85 per share.
Reported net income of $415 million and normalized FFO of $1.67 per diluted share for Q3 2026.
Raised full-year 2026 net income guidance to a range of $3.31 to $3.37 per diluted share.
Declared a quarterly cash dividend of $0.85 per share, payable on November 19, 2026.
Closed or under contract to close $21.0 billion of pro rata gross investments year-to-date.
Dorman Products reported third-quarter 2026 net sales of $561.7 million, up 3.3%, but diluted EPS fell 20% to $1.98 and adjusted diluted EPS fell 21% to $2.08. The company narrowed its full-year 2026 guidance, lowering the top end of its net sales growth range to 2% to 3% from 3% to 5%, which matters to shareholders because sales growth is slowing while profit is down from the prior year.
Net sales of $561.7 million, up 3.3% from $543.7 million; gross margin fell to 39.4% from 44.4%.
Diluted EPS of $1.98 vs. $2.48 a year earlier; adjusted diluted EPS of $2.08 vs. $2.62.
Full-year 2026 net sales growth guidance narrowed to 2% to 3% from 3% to 5%; adjusted diluted EPS guidance is $8.50 to $8.70, down from $8.50 to $8.80.
Repurchased $15 million of shares in the quarter; year-to-date repurchases total $112 million, a company record.
H2O America reported third quarter 2026 GAAP diluted EPS of $0.99, down from $1.27 a year earlier, while operating revenue rose 4% to $250.2 million on rate increases. The company narrowed its standalone 2026 adjusted EPS guidance to $3.10-$3.16 and set a separate 2026 guidance range of $2.91-$2.97 that includes the Quadvest and pending Cibolo Valley acquisitions, so shareholders face higher share count and acquisition-related dilution in the near term.
Q3 2026 GAAP net income was $43.0 million, down 5%; adjusted diluted EPS was $1.04 versus $1.27 a year earlier
Standalone 2026 adjusted EPS guidance narrowed to $3.10-$3.16, midpoint unchanged at $3.13; guidance including acquisitions is $2.91-$2.97
Quadvest acquisition closed October 1, 2026 for $542.7 million in cash; Cibolo Valley closing expected November 2, 2026
Quarterly dividend of $0.44 per share declared, payable December 1, 2026
German American Bancorp reported record net income of $38.6 million, or $1.03 per share, for the quarter ended September 30, 2026, up from $1.02 per share in the prior quarter and $0.94 per share a year earlier. The Board also declared a $0.31 per share cash dividend, payable November 20, 2026, to shareholders of record as of November 10, 2026.
Net income of $38.6 million, or $1.03 per share, versus $38.2 million, or $1.02 per share, in the second quarter of 2026
Net interest margin rose to 4.42% from 4.30% in the second quarter of 2026
Non-interest expense increased to $53.1 million, up $2.7 million from the second quarter of 2026
Cash dividend of $0.31 per share payable November 20, 2026 to holders of record on November 10, 2026
C&F Financial Corporation reported third-quarter 2026 net income of $8.3 million, up 16.1% from $7.1 million a year earlier, and nine-month net income of $23.7 million, up 16.8%. Nine-month results include a $8.3 million pre-tax gain on the sale of an equity interest in Bearing Insurance Group and a $7.1 million pre-tax loss from a securities portfolio restructuring, and adjusted nine-month net income rose 13.1% to $22.9 million.
Q3 2026 earnings per share were $2.55, up from $2.18 in Q3 2025, but down from $2.63 in Q2 2026.
Nine-month 2026 earnings per share were $7.26, up from $6.22 a year earlier; adjusted earnings per share were $7.03.
Community banking loans grew $148.1 million, or 9.6%, from September 30, 2025, and the consolidated net interest margin was 4.53% in Q3 2026 versus 4.24% a year earlier.
The Board-approved 2026 share repurchase program allows up to $5.0 million of repurchases; the company repurchased 3 shares, or less than $1,000, in Q3 2026.
Celestica reported third-quarter 2026 revenue of $5.83 billion, up 83% from a year earlier, and adjusted EPS of $3.30, above its $2.88 to $3.08 guidance range. It raised its 2026 revenue outlook to $21.0 billion and adjusted EPS outlook to $11.55, and gave a first 2027 outlook of $40.0 billion in revenue and $21.50 adjusted EPS, which matters to shareholders because it signals higher expected earnings. The company cut its 2026 free cash flow outlook to $460 million from $600 million, citing working capital investments.
Q3 2026 adjusted EPS was $3.30 and GAAP EPS was $3.26, compared with $1.58 and $2.31 in Q3 2025.
2026 outlook raised: revenue of $21.0 billion (previously $20.5 billion) and adjusted EPS of $11.55 (previously $11.30).
2026 free cash flow outlook lowered to $460 million from $600 million, primarily due to working capital investments to support 2027 growth.
2027 outlook: revenue of $40.0 billion and adjusted EPS of $21.50; a new normal course issuer bid is planned for Q4 2026 after the current one expires November 2, 2026.
Piedmont Realty Trust reported a third quarter 2026 net loss of $21.0 million, or $0.17 per diluted share, compared with $13.5 million, or $0.11 per share, a year earlier. The loss included a $20.2 million loss on early extinguishment of debt, while third quarter Core FFO rose to $0.39 per diluted share from $0.35, and the company raised its 2026 Core FFO outlook to $1.55-$1.57 per diluted share from $1.47-$1.53.
Net loss of $21.0 million ($0.17 per diluted share) for Q3 2026, vs. a $13.5 million loss ($0.11) in Q3 2025
Total revenues of $151.2 million for Q3 2026, vs. $139.2 million in Q3 2025
Core FFO of $0.39 per diluted share for Q3 2026, vs. $0.35 a year earlier; 2026 Core FFO outlook raised to $1.55-$1.57 from $1.47-$1.53
Cash rent roll up of 26.2% on Q3 2026 leasing; in-service portfolio 87.7% leased as of September 30, 2026, down from 88.9% on June 30, 2026
Simpson Manufacturing reported third-quarter 2026 net sales of $638.1 million, up 2.3%, and diluted earnings per share of $2.68, up 3.9%, while income from operations rose only 0.2%. The company also approved a $1.0 billion share repurchase authorization with no expiration date, replacing a $200.0 million authorization, and updated its 2026 outlook, with management citing a more challenging near-term operating environment and higher steel costs. The filing does not state the prior outlook figures, so the change in guidance cannot be measured against them.
Net sales of $638.1 million rose 2.3%; diluted EPS of $2.68 rose from $2.58, up 3.9%.
Income from operations of $141.0 million rose 0.2%; North America operating income rose 9.5% to $137.0 million, while Europe fell 5.0% to $15.3 million.
New $1.0 billion repurchase authorization, effective October 22, 2026, supersedes the prior $200.0 million authorization.
2026 outlook: consolidated operating margin of 20.0% to 20.5%, including an $11.0 million land sale gain; effective tax rate of 25.0% to 26.0%; capital expenditures of $80.0 million to $90.0 million.
Park National Corporation reported third-quarter 2026 net income of $56.9 million, up 20.7% from a year earlier, and diluted earnings per share of $3.13, up from $2.92. Net income for the first nine months rose 14.5% to $157.4 million, and the board declared a $1.30 special dividend alongside its $1.10 quarterly dividend, payable December 10, 2026. Results include merger-related costs from the February 2026 First Citizens acquisition, and third-quarter net income was down 3.1% from the second quarter.
Q3 2026 net income $56.9 million vs. $47.2 million in Q3 2025; diluted EPS $3.13 vs. $2.92
Nine-month 2026 net income $157.4 million, up 14.5%; diluted EPS $8.77 vs. $8.48
Special dividend of $1.30 and quarterly dividend of $1.10 per share, payable December 10, 2026 to holders of record as of November 20, 2026
Efficiency ratio rose to 60.25% in Q3 2026 from 56.30% in Q2 2026
JetBlue reported third-quarter 2026 operating revenue of $2.8 billion, up 21.1% from a year earlier, driven by higher yields. Its net loss widened to $257 million, or $0.68 per share, from $143 million, or $0.39 per share, as fuel costs rose 57.4% per gallon. The company also gave fourth-quarter and full-year 2026 outlook figures and said it expects further operating margin expansion in the fourth quarter.
Q3 2026 operating revenue was $2.8 billion, up 21.1% year-over-year; operating loss was $144 million versus $100 million a year earlier.
Net loss was $257 million ($0.68 per share) compared with $143 million ($0.39 per share) in Q3 2025.
Average fuel cost was $3.91 per gallon, 57.4% higher than a year earlier; Q4 2026 fuel price is estimated at $4.64 per gallon.
JetBlue expects 1 to 2 points of year-over-year operating margin expansion in the fourth quarter and reported $2.2 billion of liquidity at September 30, 2026.
Custom Truck One Source reported third-quarter 2026 revenue of $495.2 million, up 2.7% from a year earlier, and net income of $2.3 million compared with a net loss of $5.8 million in the same quarter of 2025. The company raised its 2026 Adjusted EBITDA and SER segment revenue guidance, but cut its 2026 levered free cash flow outlook to slightly positive from prior guidance of more than $50 million, as it increases rental fleet investment.
Q3 2026 revenue of $495.2 million, up from $482.1 million in Q3 2025; net income of $2.3 million versus a net loss of $5.8 million a year earlier
Q3 2026 Adjusted EBITDA of $110.9 million, up 15.6% year over year
2026 Adjusted EBITDA guidance raised to $447.5 million to $460 million from $437.5 million to $455 million
2026 levered free cash flow now expected to be slightly positive, versus prior guidance of more than $50 million; net rental fleet investment raised to $210 million to $230 million
Hawkins, Inc. reported record second-quarter fiscal 2027 results, with sales up 12% to $313.8 million and diluted EPS up 23% to $1.34 for the quarter ended September 27, 2026. Gross profit rose 13% to $76.6 million, and the company's SG&A and tax rate rose modestly, but profit growth outpaced sales growth for shareholders. The company also said second-half trends should be consistent with the first half, while noting a non-recurring $6.2 million SG&A benefit in the prior-year second half will not recur.
Quarterly sales rose $33.4 million, or 12%, to $313.8 million; Water Treatment sales grew 16% to $175.0 million.
Diluted EPS was $1.34, up $0.25 from $1.08 a year earlier; net income rose 23% to $27.8 million.
Total debt fell to $229.0 million; leverage ratio was 1.22x adjusted EBITDA, down from 1.37x at fiscal 2026 year-end.
Hawkins repurchased $18.6 million of stock in the six months and closed the Dave Symonds & Associates acquisition; Eagle Labs was acquired after quarter end.
TPG RE Finance Trust reported third quarter 2026 GAAP net income attributable to common stockholders of $5.8 million, or $0.08 per diluted share, and distributable earnings of $5.1 million, or $0.07 per share. Book value per common share fell to $10.85 from $10.95 at June 30, 2026, while dividends declared were $18.5 million, or $0.24 per share. The Board also approved a new $50.0 million share repurchase program on October 26, 2026.
GAAP net income attributable to common stockholders was $5.8 million, or $0.08 per diluted share, on 76.5 million diluted weighted average shares.
Distributable earnings were $5.1 million, or $0.07 per share, and $18.1 million, or $0.24 per share, before realized losses from loan resolutions.
Book value per common share was $10.85 at September 30, 2026, compared with $10.95 at June 30, 2026.
The Company originated eight loans and acquired one, with total loan commitments of $772.7 million, and repurchased 1,163,018 shares at a weighted average price of $8.00.
Public Storage announced its financial results for the quarter ended September 30, 2026, reporting net income of $1.69 per share and Core FFO of $4.34 per share. The company raised its full-year 2026 guidance, including an increase in Core FFO per share to a range of $16.90 to $17.10. Additionally, the company completed major acquisitions including National Storage Affiliates and Public Storage Canada during the quarter.
Reported Q3 2026 net income of $1.69 per share and Core FFO of $4.34 per share.
Raised full-year 2026 Core FFO per share guidance to a range of $16.90 to $17.10.
Completed the acquisitions of National Storage Affiliates and Public Storage Canada for US $1.2 billion (including assumed debt) on September 1, 2026.
Issued $900 million aggregate principal amount of senior notes at an interest rate of 4.85%.
Zedge reported results for its fourth quarter and fiscal year ended July 31, 2026, with revenue up 7.6% to $31.6 million for the year and a GAAP net loss that narrowed to $0.1 million from $2.4 million. Fourth-quarter GAAP net income was $0.4 million, or $0.03 per diluted share, compared with a loss of $0.04 a year earlier. The release also disclosed a $7.7 million insider investment led by Howard Jonas in September and the hiring of Morris Berger as chief executive officer earlier in October.
Q4 revenue rose 4.0% to $7.8 million; subscription revenue rose 25.6% to $1.8 million
Fiscal 2026 GAAP net loss narrowed to $0.1 million from $2.4 million; FY26 figures are preliminary and subject to audit completion
Emojipedia's marked decline reduced consolidated revenue growth by approximately 300 basis points, per management
Howard Jonas led a $7.7 million insider investment in September; Morris Berger was hired as CEO earlier in October
PriceSmart reported fourth quarter fiscal 2026 results for the period ended August 31, 2026. Total revenues rose 13.9% to $1.52 billion and net income rose 19.3% to $37.6 million, or $1.21 per diluted share, from $1.02 a year earlier, with about 6.0 percentage points of the sales growth attributed to favorable currency effects. The company also reported it opened its third Jamaica club in October 2026.
Q4 net income $37.6 million, or $1.21 per diluted share, versus $31.5 million, or $1.02, a year earlier
Q4 total revenues $1.52 billion, up 13.9%; net merchandise sales up 13.8%, or 7.8% in constant currency
Full-year fiscal 2026 net income $166.6 million, or $5.40 per diluted share, up 12.6%
Third warehouse club in Jamaica opened in October 2026; 58 clubs in operation as of August 31, 2026
Greenbrier reported fourth-quarter revenue of $591.0 million, up from $576.5 million in the prior quarter, but diluted EPS fell to $0.27 from $0.60 as lower gross margin and $4 million of facility rationalization costs weighed on results. For fiscal 2026, net earnings attributable to Greenbrier were $79 million, or $2.49 per diluted share, down from $204.1 million in fiscal 2025, and the company guided fiscal 2027 EPS to $2.75 to $3.75 on revenue of $2.8 billion to $3.2 billion.
Q4 net earnings attributable to Greenbrier were $9 million, or $0.27 per diluted share; core diluted EPS was $0.39 excluding $0.12 per share of facility rationalization costs.
Railcar backlog was 14,000 units valued at an estimated $2.1 billion as of August 31, 2026, after 3,400 new orders in Q4.
Fiscal 2027 guidance: total revenue $2.8 billion to $3.2 billion, EPS $2.75 to $3.75, operating margin 7.0% to 7.5%.
Board approved a quarterly dividend of $0.34 per share, payable December 2, 2026, to holders of record as of November 11, 2026.
AudioEye reported third-quarter 2026 revenue of $11.0 million, up 7% from a year earlier, and GAAP net income of $1.0 million, or $0.08 per diluted share, compared with a net loss of $0.6 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $13.4 million to $13.6 million and announced a repurchase program of up to $15 million of common stock.
Q3 2026 revenue was $11.0 million, up 7% from $10.2 million; annual recurring revenue rose 12% to $43.3 million
Q3 net income was $1.0 million ($0.08 per diluted share) versus a net loss of $0.6 million a year earlier; adjusted EBITDA was $3.9 million, up 58%
Full-year 2026 adjusted EBITDA guidance raised to $13.4 million to $13.6 million; Q4 revenue expected at $11.4 million to $11.6 million
Board authorized repurchase of up to $15 million of common stock through October 18, 2027, announced October 20, 2026
Northwest Bancshares reported third quarter 2026 net income of $51 million, or $0.34 per diluted share, up from $3 million a year earlier but down from $54 million in the second quarter. The company cited record total revenue and net interest income, while expenses and provisions rose from the prior quarter. The board also declared a $0.20 quarterly dividend.
Net income $51 million ($0.34 diluted EPS) vs. $3 million ($0.02) in Q3 2025 and $54 million ($0.36) in Q2 2026
Noninterest expense rose $5 million from Q2 2026, driven by FDIC premiums; annualized return on equity was 10.42% vs. 11.20% in Q2
Quarterly cash dividend of $0.20 per share payable November 17, 2026, to holders of record November 5, 2026
Whirlpool reported third-quarter 2026 net sales of $3.68 billion, down 8.8% from a year earlier, and a GAAP net loss available to common shareholders of $249 million, or $3.80 per diluted share, compared with earnings of $1.29 per share a year earlier. The company now expects a full-year 2026 GAAP loss of $4.95 per diluted share and cut its expected full-year net sales to about $14.5 billion, versus $15.5 billion reported for 2025.
Q3 2026 ongoing EBIT was $97 million, down 46.1% from $180 million, with ongoing EBIT margin of 2.6% versus 4.5%
Q3 2026 ongoing loss per diluted share was $(0.21), compared with ongoing earnings of $2.09 in Q3 2025
2026 outlook: GAAP loss per diluted share of about $(4.95), ongoing loss of about $(1.30), and free cash flow of approximately $300 million
Net debt expected below $4.5 billion at year end 2026, improved from under $5 billion previously
Alexandria Real Estate Equities reported a third-quarter 2026 net loss of $638.5 million, or $3.74 per diluted share, compared with a loss of $234.9 million, or $1.38 per share, a year earlier. The loss includes $637.9 million of real estate impairment charges on assets held for sale, and FFO per diluted share, as adjusted, fell to $1.54 from $2.22, so shareholders face a large charge alongside lower core earnings, partly offset by strong leasing.
3Q26 net loss attributable to common stockholders was $638.5 million ($3.74 per diluted share), including $637.9 million of real estate impairment charges
3Q26 FFO per diluted share, as adjusted, was $1.54, versus $2.22 in 3Q25; year-to-date FFO per share was $5.00 versus $6.85
3Q26 total leasing volume was 1,236,030 RSF, the highest quarterly volume since 4Q24
Company expects 4Q26 annualized leverage of 5.6x to 6.2x and reported liquidity of $4.56 billion as of September 30, 2026
Cincinnati Financial reported third-quarter 2026 net income of $459 million, or $2.96 per share, down from $1.122 billion, or $7.11 per share, a year earlier. Non-GAAP operating income was $443 million, or $2.86 per share, versus $449 million, or $2.85 per share, while the property casualty combined ratio rose to 90.9% from 88.2%.
Q3 2026 net income $459 million ($2.96 per share) vs. $1.122 billion ($7.11 per share) in Q3 2025, mainly due to lower investment gains.
Q3 2026 non-GAAP operating income $443 million ($2.86 per share) vs. $449 million ($2.85 per share) in Q3 2025.
Q3 2026 property casualty combined ratio 90.9% vs. 88.2%, including 7.0 points of higher catastrophe losses.
Nine-month non-GAAP operating income rose 38% to $997 million; book value per share was $105.42 at September 30, 2026.
Rambus reported third-quarter 2026 revenue of $218.3 million, up 22% from a year earlier and above its guidance range of $210 million to $216 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, and the company guided fourth-quarter revenue to $227 million to $233 million.
Q3 2026 revenue of $218.3 million, up from $178.5 million a year earlier and above the $210 million to $216 million guidance range
GAAP diluted EPS of $0.69 versus $0.44 a year earlier; non-GAAP diluted EPS of $0.84 versus $0.62
Q4 2026 guidance: revenue of $227 million to $233 million and GAAP diluted EPS of $0.68 to $0.76
Cash and marketable securities were $776.9 million at September 30, 2026, down $48.0 million, mainly due to $135.4 million paid for stock repurchases
The Hartford reported third quarter 2026 net income available to common stockholders of $1.3 billion ($4.82 per diluted share), up 23% from a year earlier, including a $497 million pre-tax gain from commuting its asbestos and environmental adverse development cover. Core earnings, which exclude that gain, fell 6% to $956 million ($3.50 per diluted share), and the company raised its quarterly common dividend 12% to $0.67.
Net income available to common stockholders was $1.3 billion ($4.82 per diluted share), up from $1.1 billion ($3.77) in third quarter 2025.
Core earnings were $956 million ($3.50 per diluted share), down from $1,022 million ($3.59 per diluted share).
Quarterly common dividend increased 12% to $0.67 per share, payable Jan. 5, 2027, to holders of record on Dec. 1, 2026.
Business Insurance combined ratio was 91.3 versus 88.8 a year earlier; Personal Insurance combined ratio was 93.2 versus 88.7. Mo Tooker will succeed Christopher Swift as CEO on March 1.
Amkor reported third-quarter 2026 results on October 26, 2026. Net sales were $1.99 billion, roughly flat from a year earlier and up from $1.90 billion in the second quarter, while diluted EPS rose to $0.76 from $0.51. The company guided fourth-quarter diluted EPS to $0.65 to $0.75 and updated full-year 2026 capital expenditures to about $2.5 billion.
Q3 2026 net income attributable to Amkor was $191 million, versus $127 million in Q3 2025
Gross margin was 18.3%, up from 14.3% a year earlier; operating income was $225 million
Q4 2026 guidance: net sales of $1.9 billion to $2.0 billion and net income of $160 million to $185 million
Full-year 2026 capital expenditures were updated to approximately $2.5 billion
Clearwater Paper reported third-quarter 2026 net sales of $385 million, down from $399 million a year earlier, and a net loss of $2 million, or $0.10 per diluted share, compared with a $53 million loss in the prior-year quarter that included a goodwill impairment. The company guided fourth-quarter Adjusted EBITDA from continuing operations to $10 million to $20 million, and Chief Financial Officer Sherri Baker intends to resign effective November 13, 2026.
Q3 2026 net sales were $385 million versus $399 million in Q3 2025; net loss was $2 million ($0.10 per diluted share) versus $53 million ($3.30 per share) a year earlier.
Adjusted EBITDA from continuing operations was $24 million versus $18 million in Q3 2025.
Q4 2026 Adjusted EBITDA is projected at $10 million to $20 million, citing lower seasonal shipments and Augusta mill disruptions that continued into October.
CFO Sherri Baker informed the company on October 22, 2026, that she intends to resign, effective at the close of business on November 13, 2026.
Brixmor reported third-quarter 2026 results with total revenues of $359.6 million, up from $340.8 million a year earlier, and Nareit FFO of $184.6 million, or $0.60 per diluted share, up from $0.56. Net income attributable to the company fell to $0.28 per diluted share from $0.31, and the company raised its 2026 Nareit FFO per share expectations to $2.36 to $2.38 from $2.35 to $2.37.
Diluted net income per share was $0.28 for the quarter versus $0.31 a year earlier; nine-month diluted EPS was $0.94 versus $0.81.
Same property NOI rose 6.6% for the quarter, and leased occupancy reached a record 95.6%.
2026 same property NOI growth expectation raised to 5.50% to 5.75% from 5.00% to 5.75%.
Quarterly dividend increased 7.3% to $0.3300 per share, payable January 15, 2027.
Sun Communities reported third-quarter 2026 results, with Core FFO per share of $2.35 and net income of $1.00 per diluted share including a loss from discontinued operations. The company completed the sale of its UK business on September 22, 2026, which is reflected in a nine-month net loss attributable to common shareholders of $880.7 million, or $7.14 per diluted share. Shareholders should weigh the quarter's year-over-year gains against that large nine-month loss.
Q3 2026 net income per diluted share was $1.00, or $1.07 from continuing operations, compared with $0.07 and a $0.45 loss from continuing operations a year earlier.
Q3 2026 Core FFO per share was $2.35, up from $2.28 in Q3 2025; same property NOI grew 3.6% for the quarter.
Nine-month net loss attributable to common shareholders was $880.7 million, or $7.14 per diluted share, versus net income of $1.2 billion a year earlier.
Updated 2026 Core FFO per share guidance is $6.97 to $7.05; North America same property NOI growth guidance is 4.9% to 5.3%.
Citius Oncology, a majority-owned subsidiary of Citius Pharmaceuticals, reported preliminary, unaudited LYMPHIR unit sales for the fiscal fourth quarter ended September 30, 2026. Units purchased by U.S. wholesalers rose 120% from the prior quarter, and the number of institutions ordering the product grew, but the figures are unaudited and no revenue or profit amounts were disclosed, so the full financial picture will not be known until the annual report expected in December 2026.
792 units purchased by U.S. wholesalers in the three months ended September 30, 2026, up 120% from 360 units in the three months ended June 30, 2026.
950 LYMPHIR vials ordered by prescribing centers from wholesalers in the fiscal fourth quarter, compared with 926 in the fiscal third quarter.
54 institutions had ordered LYMPHIR as of the release date, up from 44 as of August 14, 2026.
Figures are preliminary and unaudited; complete fiscal fourth quarter and fiscal 2026 results are expected in December 2026 with the Form 10-K.
Citius Oncology reported preliminary, unaudited LYMPHIR unit sales to U.S. wholesalers of 792 units for the fiscal fourth quarter ended September 30, 2026, up 120% from 360 units in the prior quarter. The figures are not audited, and the company will report full fiscal fourth quarter and fiscal 2026 results in December 2026 in its Form 10-K, so the final numbers may differ.
Wholesaler units purchased were 792 for the three months ended September 30, 2026, versus 360 for the three months ended June 30, 2026.
LYMPHIR vials ordered by prescribing centers from wholesalers were 950, compared with 926 for the fiscal third quarter.
54 institutions had ordered LYMPHIR as of the release date, up from 44 as of August 14, 2026. The company's revenue is recognized on wholesaler sales, net of estimated gross-to-net adjustments.
Agilysys reported fiscal 2027 second-quarter results on October 26, 2026, with total net revenue up 17.7% to $93.4 million and net income of $13.2 million, or $0.46 per diluted share, versus $11.7 million, or $0.41, a year earlier. The company raised its full-year fiscal 2027 total revenue guidance to $374 million to $378 million and its subscription revenue growth outlook to at least 34%, and expects Adjusted EBITDA of 25% of revenue.
Total net revenue rose 17.7% to $93.4 million; subscription revenue grew 32.6% year over year.
Net income was $13.2 million, or $0.46 per diluted share, compared with $11.7 million, or $0.41, a year earlier.
Full-year fiscal 2027 total revenue guidance raised to $374 million to $378 million; Adjusted EBITDA expected at 25% of revenue, up from 24%.
Free cash flow (non-GAAP) was $14.8 million, versus $15.0 million in the prior-year quarter; ending cash was $137.6 million.
CB Financial Services reported third-quarter 2026 GAAP net income of $5.3 million, or $0.99 per diluted share, up from $4.3 million, or $0.80 per diluted share, in the second quarter of 2026. Net interest and dividend income rose to $15.0 million, and the board declared a $0.28 quarterly cash dividend payable November 27, 2026 to holders of record on November 13, 2026.
Q3 2026 GAAP net income was $5.3 million ($0.99 diluted EPS), compared with $4.3 million ($0.80) in Q2 2026 and a net loss of $5.7 million in Q3 2025.
Adjusted diluted EPS (non-GAAP) was $0.91, compared with $0.80 in Q2 2026 and $0.74 in Q3 2025.
Net interest and dividend income rose to $15.0 million from $14.5 million; net interest margin improved to 3.75% from 3.68%.
Quarterly cash dividend of $0.28 per share, payable on or about November 27, 2026 to stockholders of record as of November 13, 2026.
Capital Bancorp reported unaudited third-quarter 2026 results, with GAAP net income of $13.1 million, down 12.9% from $15.1 million a year earlier, and diluted EPS of $0.80, down from $0.89. Non-GAAP core EPS was $0.89, up 2.3% from the prior quarter, after excluding $1.6 million of merger-related expenses tied to the pending all-stock merger with Peoples Bancorp. The company also declared a $0.14 per share dividend.
GAAP net income of $13.1 million and diluted EPS of $0.80 in Q3 2026, versus $15.1 million and $0.89 in Q3 2025
Core diluted EPS of $0.89 in Q3 2026, up from $0.87 in Q2 2026 and $0.72 in Q3 2025
Net interest income of $53.1 million, up 4.2% from Q2 2026; net interest margin of 5.81%
Dividend of $0.14 per share payable November 25, 2026 to holders of record on November 9, 2026
Kforce reported third-quarter 2026 revenue of $357.8 million, up 7.5% from a year earlier and above the high end of its guidance, with diluted earnings per share of $0.90 versus $0.63 a year earlier. The EPS figure includes a $0.12 gain on company-owned life insurance policies, and the company guided fourth-quarter 2026 revenue of $352 million to $360 million and EPS of $0.62 to $0.70 for shareholders to weigh.
Q3 2026 revenue of $357.8 million rose 2.4% sequentially and 7.5% year over year; Technology Flex revenue rose 7.8% year over year.
Diluted EPS of $0.90 rose 42.9% year over year; excluding the $0.12 COLI gain, the company said the increase would have been 23.8%.
Fourth-quarter 2026 guidance: revenue of $352 million to $360 million and EPS of $0.62 to $0.70.
Board approved a fourth-quarter cash dividend of $0.40 per share, payable December 18, 2026 to holders of record on December 4, 2026.
Jazz Pharmaceuticals estimates a pre-tax charge of approximately $755 million for acquired in-process research and development from its Actio Biosciences acquisition, which closed September 15, 2026, in its third quarter of 2026. The company says the non-deductible charge would reduce both GAAP and non-GAAP adjusted earnings per share by approximately $11.00, and the figures are preliminary and subject to closing procedures.
Pre-tax acquired IPR&D expense of approximately $755 million expected in the quarter ended September 30, 2026
The charge is not tax deductible and is estimated to reduce GAAP and non-GAAP adjusted EPS by approximately $11.00 each
Actio Biosciences, Inc. acquisition was completed on September 15, 2026; quarterly results have not been finalized and may differ
Cadence Design Systems reported third-quarter 2026 financial results with revenue of $1.633 billion and raised its full-year 2026 revenue growth outlook to 21 percent. Additionally, the company's board of directors authorized an additional $2.5 billion for its share repurchase program following $400 million spent on buybacks during the quarter.
Q3 2026 revenue reached $1.633 billion, up from $1.339 billion in Q3 2025.
Full-year 2026 revenue outlook was raised to a range of $6.387 billion to $6.417 billion.
Quarter-end backlog reached a record $8.2 billion.
The board of directors approved an additional $2.5 billion for the share repurchase program on October 23, 2026.
Avidbank Holdings reported third-quarter 2026 net income of $10.2 million, or $0.94 per diluted share, up from $7.6 million, or $0.71, in the second quarter and from a net loss of $37.7 million in the third quarter of 2025. Net interest margin fell 19 basis points from the prior quarter to 4.07%, which the company attributed mainly to temporarily higher deposit balances held as cash, and the company said it expects a large temporary client deposit to leave in the fourth quarter.
Q3 2026 net income was $10.2 million, or $0.94 per diluted share, versus $7.6 million, or $0.71, in Q2 2026.
Q3 2025 was a net loss of $37.7 million, or $4.12 per diluted share, which included a loss on the sale of securities.
Net interest margin was 4.07%, down 19 basis points from Q2 2026; non-performing loans rose to 0.70% of total loans from 0.65%.
Book value per share was $27.24 at September 30, 2026, up $0.27 from June 30, 2026.
Principal Financial Group reported third quarter 2026 results, with GAAP net income attributable to PFG of $631.9 million, or $2.91 per diluted share, up from $213.8 million a year earlier. Non-GAAP operating earnings per diluted share rose 6% to $2.22, but non-GAAP net income excluding exited business fell 24% to $354.8 million, and results include a $276.7 million pre-tax loss from the disposition of its Chilean annuities business. The company also raised its fourth quarter common stock dividend to $0.85 per share.
GAAP net income attributable to PFG was $631.9 million, or $2.91 per diluted share, versus $213.8 million, or $0.95, in third quarter 2025; the company cites a $276.7 million pre-tax loss on the Chilean annuities disposition.
Non-GAAP operating earnings per diluted share were $2.22, up 6% from $2.10; excluding significant variances, it was $2.49, up 7% from $2.32.
Non-GAAP net income attributable to PFG, excluding exited business, was $354.8 million, down 24% from $465.6 million.
Fourth quarter 2026 common stock dividend of $0.85 per share, a one-cent increase, payable December 18, 2026 to holders of record as of December 2, 2026.
Datavault AI said its audit committee and management concluded that financial statements for periods from September 2025 through June 2026 should no longer be relied upon, because Bitcoin tied to a Scilex equity purchase did not qualify as a company asset. The company expects to reduce total assets across the affected periods and is reassessing its going concern evaluation, and it has not yet set a timing for restated filings.
The Scilex equity purchase, signed September 25, 2025, was valued at $150 million, payable in Bitcoin.
Expected total asset reductions are $8.1 million (September 30, 2025), $92.2 million (December 31, 2025), $57.1 million (March 31, 2026) and $49.0 million (June 30, 2026).
The company said it requested a Bitcoin withdrawal in June 2026 and, as of the filing date, has been unable to complete it.
The company cites Nasdaq continued listing compliance and its going concern status as risks, and says it may identify additional errors.
SR Bancorp, Inc., holding company for Somerset Regal Bank, reported net income of $1.1 million, or $0.15 per basic and diluted share, for the three months ended September 30, 2026, up 54.1% from $693,000, or $0.09 per share, a year earlier. Total assets reached $1.22 billion, with net loans of $947.4 million and deposits of $979.2 million at quarter end, but net interest margin slipped to 3.03% from 3.05%.
Net income of $1.1 million, or $0.15 per diluted share, for the quarter ended September 30, 2026, versus $693,000, or $0.09, a year earlier.
Net interest income rose 9.3% to $8.3 million; net interest margin fell two basis points to 3.03%.
Net loans rose $46.2 million to $947.4 million and deposits rose $52.8 million to $979.2 million from June 30, 2026.
Net income included $47,000 of accretion income tied to the 2023 Regal Bancorp acquisition, down from $303,000 a year earlier.
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