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).
OppFi reported third-quarter 2026 results for the period ended September 30, 2026, with total revenue and profit both lower than a year earlier. The company also refined its full-year 2026 guidance, now calling for total revenue of $600 million to $610 million and adjusted EPS of $1.34 to $1.40, and said it launched a new line of credit product during the quarter.
Q3 total revenue was $149.2 million, down 3.8% from $155.1 million a year earlier.
Q3 net income attributable to OppFi Inc. was $34.5 million, down 17.2% from $41.6 million; diluted EPS was $0.40 versus $0.77.
Q3 adjusted EPS was $0.37, down 20.1% from $0.46; full-year 2026 adjusted EPS guidance is $1.34 to $1.40.
Monarch Casino & Resort reported third-quarter 2026 net revenue of $146.3 million, up 2.4%, with net income of $32.0 million, up 1.4%, and diluted EPS of $1.76, up 4.1% from a year earlier. The company also declared a $0.30 per share cash dividend payable December 15, 2026, and reported $137.4 million in cash with no credit facility borrowings.
Q3 2026 net revenue $146.3 million vs. $142.8 million a year earlier; net income $32.0 million vs. $31.6 million
Diluted EPS $1.76 vs. $1.69; Adjusted EBITDA $56.0 million, up 2.1%
Quarterly cash dividend of $0.30 per share, payable December 15, 2026 to holders of record December 1, 2026
Q3 SG&A rose to 19.8% of net revenue from 19.3%, mainly due to higher legal and employee-related expenses
Seven Hills Realty Trust reported third quarter 2026 net income of $8.1 million, or $0.36 per diluted share, up from $3.4 million, or $0.23 per share, in the same quarter of 2025. Distributable Earnings were $3.8 million, or $0.17 per share, after a $1.5 million realized loss on a Dallas office loan; excluding that loss, they were $5.3 million, or $0.24 per share, compared with $0.29 a year earlier. The company also originated $122.3 million of loans in the quarter, its highest quarterly level since the fourth quarter of 2021.
Q3 2026 net income was $8.1 million, or $0.36 per diluted share, versus $3.4 million, or $0.23 per share, in Q3 2025.
Distributable Earnings were $3.8 million, or $0.17 per share; excluding a $1.5 million realized loss, they were $5.3 million, or $0.24 per share.
Three loans with aggregate commitments of $122.3 million were originated in the quarter, and the company had $51.5 million of cash and $425.7 million of unused financing capacity at September 30, 2026.
The board declared a quarterly distribution of $0.28 per common share on October 8, 2026, payable on or about November 12, 2026, to holders of record on October 19, 2026.
First Commonwealth Financial reported third-quarter 2026 net income of $44.9 million, or $0.45 per diluted share, up from $44.6 million, or $0.44, in the second quarter and $41.3 million, or $0.39, a year earlier. The company also declared a $0.14 quarterly dividend and authorized an additional $25 million share repurchase program, but provision expense rose to $14.2 million and nonperforming loans increased to $95.2 million.
Net interest margin was 4.11%, up 10 basis points from the prior quarter and 19 basis points from a year earlier.
Provision for credit losses was $14.2 million, up from $8.9 million in the second quarter, and nonperforming loans rose $13.6 million to $95.2 million.
Quarterly dividend of $0.14 per share is payable November 20, 2026, to holders of record as of November 6, 2026.
Board authorized an additional $25 million share repurchase program on October 27, 2026.
Rush Enterprises reported third-quarter 2026 revenue of $2.113 billion, up 12.4% from a year earlier, and net income attributable to the company of $78.0 million, or $0.65 per diluted share, versus $66.7 million, or $0.55, in the prior-year quarter. The board also declared a quarterly cash dividend of $0.14 per share, payable December 10, 2026, to shareholders of record as of November 11, 2026.
Q3 2026 revenue $2.113 billion, up 12.4% from $1.881 billion in Q3 2025
Net income $78.0 million, or $0.65 per diluted share, vs. $66.7 million, or $0.55, a year earlier
New U.S. Class 8 truck sales of 3,880 units, up 24.4% from Q3 2025, per the filing
Quarterly dividend of $0.14 per share, payable December 10, 2026; record date November 11, 2026
Sound Financial Bancorp reported third-quarter 2026 net income of $2.3 million, or $0.90 per diluted share, down from $2.5 million, or $0.98, in the prior quarter and up from $1.7 million, or $0.66, a year earlier. The board also declared a regular quarterly cash dividend of $0.21 per share, payable November 20, 2026 to holders of record on November 6, 2026.
Q3 2026 net income $2.3 million, $0.90 diluted EPS, versus $0.98 in Q2 2026 and $0.66 in Q3 2025
Net interest margin rose to 3.76% from 3.74% in Q2 2026 and 3.48% in Q3 2025
Total loans held-for-portfolio fell to $878.0 million from $892.0 million in Q2 2026; nonperforming loans rose to $8.5 million from $2.7 million a year earlier
Quarterly cash dividend of $0.21 per share, payable November 20, 2026
Baker Hughes Company announced its third-quarter 2026 financial results, reporting revenue of $8.0 billion and net income attributable to the company of $411 million, alongside the completion of the Chart Industries acquisition. Driven by strong commercial momentum, the company raised its full-year Industrial & Energy Technology order guidance and Horizon 2 order outlook to over $50 billion. Shareholders gain insight into segment performance across Oilfield Services & Equipment, IET, and Chart, with total remaining performance obligations ending at $46.4 billion.
Reported third-quarter 2026 revenue of $8.0 billion and GAAP diluted EPS of $0.41.
Generated $1,005 million in cash flows from operating activities and $769 million in free cash flow.
Raised full-year Industrial & Energy Technology order guidance and Horizon 2 order outlook to $50 billion plus.
Total remaining performance obligations reached $46.4 billion as of September 30, 2026.
Universal Health Services reported third-quarter 2026 net income attributable to UHS of $308.7 million, or $5.22 per diluted share, down from $373.0 million, or $5.86 per diluted share, a year earlier. Net revenues rose 5.3% to $4.733 billion, and the company said a tentative settlement of the Cumberland Litigation drove a $26 million reserve increase, which shareholders should weigh against the higher revenue.
Q3 2026 net income attributable to UHS was $308.7 million, or $5.22 per diluted share, versus $373.0 million, or $5.86, in Q3 2025
Net revenues rose 5.3% to $4.733 billion from $4.495 billion
A $26 million pre-tax reserve increase tied to the tentative Cumberland settlement was partly offset by $47 million in favorable Medicaid supplemental payments
Repurchased 1.35 million shares for about $242.1 million in Q3; about $735.4 million remained under the authorization as of September 30, 2026
OceanFirst Financial reported third-quarter 2026 net income available to common stockholders of $16.5 million, or $0.17 per diluted share, down from $17.3 million, or $0.30, a year earlier. Core earnings, which exclude non-core items such as $37.1 million of Flushing merger-related expenses, rose to $46.9 million, or $0.48 per diluted share, from $0.36 a year earlier. The Board also declared a $0.20 per share quarterly dividend payable November 20, 2026.
Q3 2026 net income available to common stockholders was $16.5 million, or $0.17 per diluted share, versus $17.3 million, or $0.30, in Q3 2025 and a net loss of $3.0 million, or $0.04, in the linked quarter.
Core diluted EPS was $0.48 for Q3 2026, up from $0.36 a year earlier and $0.43 in the linked quarter; nine-month GAAP EPS was $0.45 versus $0.94.
The quarter included $37.1 million of non-recurring merger-related expenses for the Flushing acquisition, completed June 1, 2026, equal to $0.30 per share after tax.
The quarterly dividend is $0.20 per share, payable November 20, 2026, to holders of record on November 9, 2026.
First Busey reported third-quarter 2026 net income of $55.8 million, or $0.61 per diluted share, down from $63.2 million, or $0.69, in the second quarter and $57.1 million, or $0.58, a year earlier. Adjusted diluted EPS was $0.63, compared with $0.69 in the prior quarter and $0.64 a year earlier, as a single commercial relationship in the Central region drove a higher provision for credit losses.
Provision for credit losses rose to $9.6 million from $2.2 million in the second quarter, mainly due to one commercial relationship totaling $37.6 million that moved to non-accrual status.
The company recorded a $10.0 million partial charge-off on that relationship, and non-performing assets rose $13.3 million from June 30, 2026, to $83.6 million.
Net interest income was $153.1 million, up $0.7 million from the second quarter, and noninterest income fell to $40.4 million from $44.3 million.
Year-to-date share repurchases totaled $188.4 million, including $59.6 million in the third quarter.
Virtuix Holdings said it expects strong revenue growth for the fiscal second quarter ended September 30, 2026, driven partly by higher Omni One sales after the June launch of Omni One for Quest with Meta. The expectations are preliminary, the filing gives no revenue or profit figures, and final results remain subject to quarter-end closing procedures.
Company expects strong revenue growth for the quarter ended September 30, 2026, but the filing gives no specific figures.
Growth is attributed in part to Omni One sales following the June 2026 launch of Omni One for Quest with Meta.
Results conference call is set for Monday, November 16, 2026, at 8:30 a.m. Eastern Time, with CEO Jan Goetgeluk and CFO Thomas McGinnis presenting.
The call will also cover recent sales to the U.S. Army, U.S. Navy, and U.S. Department of Veterans Affairs.
First Carolina Financial Services reported net income of $7.9 million, or $0.26 per diluted share, for the quarter ended September 30, 2026, compared with a net loss of $2.0 million, or $0.08 per diluted share, a year earlier. Net interest income rose 10.0%, while noninterest income fell 48.0% on the planned discontinuation of a banking-as-a-service partnership and a prior-year securities gain. The filing furnishes the earnings release as Exhibit 99.1 and contains no guidance.
Net income of $7.9 million, or $0.26 per diluted share, versus a loss of $2.0 million, or $0.08 per diluted share, in Q3 2025.
Net interest income rose 10.0% to $28.1 million; net interest margin was 3.38%, up 32 basis points year over year.
Noninterest income fell 48.0% to $6.7 million, including $3.6 million from the discontinued partnership and $1.7 million in prior-year securities gains.
Noninterest expense fell 19.6% to $25.8 million; nonperforming assets were 0.60% of total assets at September 30, 2026, versus 0.63% a year earlier.
RenaissanceRe reported a third-quarter 2026 net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, compared with net income of $907.7 million, or $19.40 per diluted share, a year earlier. Operating income available to common shareholders fell to $512.6 million, or $12.71 per diluted share, from $733.7 million, or $15.62, and the combined ratio rose to 79.7% from 68.4%, reflecting 2026 large loss events, mainly the Middle East War, the Ras Laffan Explosion and the Colombian Earthquake, and mark-to-market investment losses.
Net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, versus net income of $907.7 million, or $19.40, in Q3 2025.
Operating income available to common shareholders of $512.6 million, or $12.71 per diluted share, versus $733.7 million, or $15.62, in Q3 2025.
Combined ratio of 79.7% versus 68.4%; 2026 Large Loss Events reduced the underwriting result by $191.4 million.
Repurchased $310.1 million of common shares in Q3 2026 and a further $143.8 million from October 1 to October 23, 2026.
First Guaranty Bancshares reported third-quarter 2026 net income of $12.0 million, compared with a $45.0 million loss in the same period of 2025. Results were shaped by the July 31, 2026 sale of its Texas operations and by strategic changes made in response to a Consent Order from the FDIC and OFI, effective August 7, 2026. Net interest income fell to $17.7 million from $22.2 million, and total assets declined $925.8 million since December 31, 2025.
Q3 2026 net income was $12.0 million, or $0.69 per share, versus a loss of $(45.0) million, or $(3.01) per share, in Q3 2025.
Net interest income was $17.7 million versus $22.2 million a year earlier, and net interest margin was 2.08% versus 2.34%.
Net gains on sale of branches were $16.1 million in Q3 2026, tied to the sale of the Texas operations to Armstrong Bank.
Total assets were $3.2 billion at September 30, 2026, down from $4.1 billion at December 31, 2025; total deposits fell 21.4% over the same period.
Home Federal Bancorp, Inc. of Louisiana reported net income of $1.911 million, or $0.62 per diluted share, for the three months ended September 30, 2026, up from $1.599 million, or $0.52 per diluted share, a year earlier. Higher net interest income and non-interest income drove the increase, while non-performing assets fell sharply from June 30, 2026.
Net income of $1.911 million vs. $1.599 million a year earlier; diluted EPS of $0.62 vs. $0.52
Net interest income rose $643,000, or 12.2%; net interest margin was 3.83% vs. 3.63%
Non-interest income rose $203,000, or 31.2%, including a $204,000 gain on the bulk sale of 44 rental properties
Non-performing assets were $1.556 million at September 30, 2026, down from $3.649 million at June 30, 2026
Trustmark reported third quarter 2026 net income of $58.1 million, or $1.00 per diluted share, down from $63.5 million and $1.08 per diluted share in the prior quarter, and up from $56.8 million and $0.94 a year earlier. Revenue was $207.1 million, down 0.5% from the prior quarter and up 2.4% year over year. The company also declared a $0.25 quarterly dividend.
Net income $58.1 million and diluted EPS $1.00, versus $1.08 in the second quarter of 2026 and $0.94 in the third quarter of 2025
Revenue $207.1 million, down 0.5% linked-quarter and up 2.4% year over year; net interest income (FTE) $170.6 million, up 1.2% linked-quarter
A $61.5 million pre-tax gain from a branch sale-leaseback was offset by a $61.5 million securities loss from a portfolio restructuring
Quarterly dividend of $0.25 per share payable December 15, 2026, to holders of record on December 1, 2026
Peapack-Gladstone reported third-quarter 2026 net income available to common shareholders of $18.5 million, or $0.99 per diluted share, up from $9.6 million, or $0.54, a year earlier. Total revenue rose 24% year over year to $87.5 million, and operating expenses rose 5% year over year. The company also issued the remaining $20 million of its 6% convertible preferred stock and reinstated a 3% discount feature in its Dividend Reinvestment Plan.
Net income available to common shareholders of $18.5 million, or $0.99 diluted EPS, versus $9.6 million, or $0.54, in Q3 2025
Total revenue of $87.5 million, up 24% year over year; net interest income of $67.5 million, up 33%
Remaining $20 million of 6% non-cumulative perpetual convertible preferred stock issued on July 24, 2026
Dividend Reinvestment Plan share purchases at a 3% discount to market price take effect with the November 2026 dividend
Waste Management reported its third quarter 2026 financial results, posting revenue of $6.85 billion and net income of $820 million, or $2.05 per diluted share. The company returned $957 million to shareholders during the quarter through share repurchases and cash dividends, and affirmed its full-year 2026 financial guidance.
Total company revenue grew 6.3% to $6.85 billion for the third quarter of 2026.
Net cash provided by operating activities reached $4.87 billion for the first nine months of the year.
The company returned $957 million to shareholders during the third quarter, consisting of $580 million in share repurchases and $377 million in cash dividends.
WM expects full-year 2026 revenue to be at the high end of its guidance range of $26.275 to $26.475 billion.
Essex Property Trust reported third quarter 2026 Core FFO of $4.00 per diluted share, up 0.8% from $3.97 a year earlier, and raised its full-year 2026 Core FFO guidance midpoint by $0.02 to $16.16. Net income per diluted share fell 40.6% to $1.52, mainly because of gains on real estate sales recognized in the third quarter of 2025.
Q3 2026 Core FFO per diluted share was $4.00 versus $3.97 in Q3 2025; it exceeded the guidance midpoint by $0.01, driven by same-property revenue growth.
Q3 2026 net income per diluted share was $1.52 versus $2.56 in Q3 2025, a 40.6% decrease.
Full-year 2026 guidance: Core FFO range revised to $16.10 to $16.22 (midpoint $16.16); net income range revised to $5.62 to $5.74 (midpoint $5.68, up $0.10).
Same-property revenue grew 3.0% year over year in Q3 2026; same-property NOI grew 3.1%.
Renasant reported third-quarter 2026 net income of $78.9 million, or $0.86 per diluted share, down from $87.1 million and $0.94 in the second quarter but up from $59.8 million and $0.63 a year earlier, when merger and conversion expenses weighed on results. Loans rose $555.9 million linked quarter, and the board approved a $175.0 million stock repurchase program effective October 27, 2026.
Net income $78.9 million vs. $87.1 million in Q2 2026 and $59.8 million in Q3 2025
Net interest margin 3.77%, down 6 basis points linked quarter
Provision for credit losses $13.3 million vs. $3.8 million in Q2 2026
Board approved a $175.0 million repurchase program; $42.6 million of stock was bought back in Q3 2026
Ventas reported third-quarter 2026 results with total revenues of $1.83 billion, up from $1.49 billion a year earlier, and normalized FFO of $0.99 per share, up from $0.90. GAAP net income attributable to common stockholders fell to $0.13 per share from $0.14, while the company raised its full-year 2026 guidance, primarily due to senior housing investment activity.
Q3 normalized FFO per share was $0.99 versus $0.90 a year earlier; Nareit FFO was $1.01 versus $0.88.
Q3 net income attributable to common stockholders was $0.13 per share versus $0.14, down 7%.
2026 normalized FFO per share guidance range was raised to $3.87 to $3.90 from $3.85 to $3.90, with the midpoint at $3.89 versus $3.88.
Ventas closed $1.2 billion of senior housing investments in the third quarter and $5.2 billion year to date; net debt to further adjusted EBITDA was 4.4x.
EQT reported third quarter 2026 results with lower sales volume, net income and per-share earnings than a year earlier. The company also announced its acquisition of Range Resources, and it cut net debt to $5.5 billion from $7.7 billion at the end of 2025.
Net income attributable to EQT was $279 million, down from $336 million, and diluted EPS was $0.44, down from $0.53.
Sales volume fell to 583 Bcfe from 634 Bcfe, and free cash flow attributable to EQT was $283 million, down from $484 million.
Net debt was $5.5 billion at September 30, 2026, compared with $7.7 billion at December 31, 2025.
The company canceled its third quarter earnings call following the announcement of the Range acquisition.
FirstEnergy reported third-quarter 2026 GAAP earnings of $557 million, or $0.96 per share, up from $441 million, or $0.76 per share, a year earlier, and Core Earnings (non-GAAP) of $0.98 per share, up from $0.83. It reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share and said it expects results at or slightly above the midpoint, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Q3 2026 revenue was $4.6 billion, compared with $4.1 billion in Q3 2025.
Year-to-date Core Earnings were $2.20 per share, a 9% increase from $2.02 in the same period of 2025.
2026 Core Earnings guidance of $2.62 to $2.82 per share was reaffirmed, with results expected at or slightly above the midpoint.
Contracted large-load demand reached 7.9 gigawatts, and the company expects at least a 25% increase to its current $19 billion 2026–2030 transmission plan when it rolls forward to 2027–2031.
The Cheesecake Factory reported third quarter fiscal 2026 results on October 27, 2026, with revenue of $1,033.4 million, up from $907.2 million a year earlier. Net income rose to $61.3 million, or $1.19 per diluted share, from $31.9 million, or $0.66, and adjusted diluted EPS was $1.02 compared with $0.68. The Board also declared a $0.30 quarterly dividend, payable November 24, 2026.
Revenue $1,033.4 million vs. $907.2 million a year earlier; comparable restaurant sales at The Cheesecake Factory restaurants rose 15.2%.
Net income $61.3 million ($1.19 diluted EPS) vs. $31.9 million ($0.66); adjusted diluted EPS $1.02 vs. $0.68.
Quarterly dividend of $0.30 per share, record date November 10, 2026, payable November 24, 2026.
Total available liquidity of $585.3 million as of September 29, 2026, against $575 million of 2.00% convertible senior notes due 2030.
NBT Bancorp reported third quarter 2026 net income of $58.0 million, or $1.11 per diluted share, up from $54.5 million, or $1.03, a year earlier and $53.0 million, or $1.02, in the second quarter of 2026. The company also declared a fourth-quarter cash dividend of $0.40 per share, an 8.1% increase over the third quarter of 2025, which shareholders will receive on December 15, 2026.
Q3 2026 net income was $58.0 million, or $1.11 per diluted share, versus $54.5 million, or $1.03, in Q3 2025
Net interest margin on a fully taxable equivalent basis was 3.78%, up 5 basis points from the prior quarter
Nonperforming assets rose to 0.43% of total assets at September 30, 2026, from 0.40% at June 30, 2026
Fourth-quarter dividend of $0.40 per share is payable December 15, 2026 to holders of record as of December 1, 2026
Chemed Corporation reported third-quarter 2026 revenue of $690.9 million, up 10.6%, with GAAP diluted EPS of $5.45 (up 22.2%) and adjusted diluted EPS of $6.75 (up 28.1%). The company estimates full-year 2026 adjusted EPS will be at or slightly above the high end of its guidance, and Roto-Rooter's adjusted EBITDA declined 2.5%.
Q3 2026 revenue $690.9 million, up 10.6%; GAAP diluted EPS $5.45, up 22.2%; adjusted diluted EPS $6.75, up 28.1%
VITAS net patient revenue $457.4 million, up 12.2%; average daily census 24,428, up 9.4%
Roto-Rooter revenue $233.5 million, up 7.5%; adjusted EBITDA $48.2 million, down 2.5%
Expects full-year 2026 adjusted EPS at or slightly above the high end of guidance; repurchased 125,000 shares for $66.0 million in the quarter
Crane Company reported third-quarter 2026 sales of $754.6 million, up 28.1%, and GAAP EPS from continuing operations of $1.66, up from $1.56 a year earlier. Adjusted EPS was $2.05, up from $1.67, and the company raised its full-year adjusted EPS outlook to $7.23-$7.38 from $6.85-$7.05. Shareholders also get a larger picture: GAAP operating profit rose 18.8%, but the operating margin fell 150 basis points, and Crane agreed to sell its UK-based Crane Building Services & Utilities business.
Third-quarter net sales were $754.6 million, up 28.1%, with core sales up 7.7% and acquisitions contributing 21.1%.
GAAP EPS from continuing operations was $1.66 versus $1.56; adjusted EPS was $2.05 versus $1.67.
Full-year 2026 adjusted EPS outlook raised and narrowed to $7.23-$7.38 from $6.85-$7.05.
Agreement to divest Crane Building Services & Utilities for £230 million, with closing expected early in 2027.
National Bank Holdings Corporation (NBHC) reported a third-quarter 2026 net loss of $8.8 million, or $0.20 per diluted share, compared with net income of $26.5 million, or $0.58 per diluted share, in the second quarter. The loss was driven mainly by $40.6 million of provision expense tied to specifically identified commercial credits, mainly in the franchise and healthcare industries, and $15.2 million of acquisition and restructuring expense. Tangible book value per share fell to $25.37 from $26.23.
Net loss of $8.8 million, or $(0.20) per diluted share, versus net income of $26.5 million, or $0.58, in the second quarter and $35.3 million in the third quarter of 2025
Provision expense of $40.6 million versus $1.5 million in the second quarter; adjusted net income was $2.9 million, or $0.06 per diluted share
On October 24, 2026, NBH Bank agreed to sell its Palm Beach, Florida banking center with about $0.2 billion of loans and deposits, with a deposit premium of 5.00% and a minimum of $8.8 million; closing is expected in mid-2027
NBHC repurchased $11.9 million of shares in the third quarter; the common equity tier 1 capital ratio was 11.69%
ONEOK reported higher third-quarter 2026 results, featuring net income attributable to the company of $1.35 billion and adjusted EBITDA of $2.24 billion, supported by record volumes in the Permian Basin. Driven by this strong performance, management increased its full-year 2026 financial guidance, raising net income to a midpoint of $4.18 billion and adjusted EBITDA to a midpoint of $8.55 billion. Shareholders also benefit from a quarterly dividend of $1.07 per share declared in October 2026.
Net income attributable to ONEOK reached $1.35 billion, or $2.13 per diluted share, for the quarter ended September 30, 2026.
Adjusted EBITDA for the third quarter rose 6% to $2.24 billion compared with the same period in 2025.
Full-year 2026 net income guidance was increased to a midpoint of $4.18 billion, and adjusted EBITDA guidance was raised to a midpoint of $8.55 billion.
The company declared a quarterly dividend of $1.07 per share in October 2026.
Western New England Bancorp reported third-quarter 2026 net income of $6.3 million, or $0.32 per diluted share, up from $3.2 million, or $0.16, a year earlier and from $3.6 million, or $0.18, in the second quarter. Its board also declared a $0.07 quarterly dividend and authorized a new buyback of up to 1.0 million shares, about 5.0% of outstanding stock, to begin after the existing 2025 plan is completed.
Q3 2026 net income $6.3 million, or $0.32 per diluted share, vs. $3.2 million, or $0.16, in Q3 2025
Nine-month net income $14.7 million, or $0.74 per diluted share, vs. $10.1 million, or $0.50, a year earlier
Quarterly cash dividend of $0.07 per share, payable on or about November 25, 2026, to holders of record on November 11, 2026
New buyback of up to 1.0 million shares; 276,465 shares remained under the 2025 plan at September 30, 2026
BrightSpire Capital reported third quarter 2026 GAAP net income attributable to common stockholders of $46.9 million, or $0.37 per share, and Distributable Earnings of $10.3 million, or $0.08 per share. GAAP net book value rose to $7.08 per share from $6.81 at June 30, 2026, driven mainly by a gain on the sale of its largest asset and share repurchases, but watch list loans and CECL reserves also increased.
GAAP net book value was $7.08 per share at September 30, 2026, up from $6.81 per share at June 30, 2026.
Adjusted Distributable Earnings were $17.8 million, or $0.14 per share, and the Q3 2026 dividend was $0.16 per share, paid October 14, 2026.
Watch list loans rose to $187 million, or 6% of the loan portfolio, from $136 million, or 5%, at June 30, 2026.
Total CECL reserve was $107 million, or $0.86 per share, at September 30, 2026.
CTO Realty Growth reported third-quarter 2026 results, with Core FFO per diluted share rising to $0.53 from $0.48 a year earlier and total revenues rising to $46.9 million from $37.8 million. The company also raised its 2026 Core FFO per diluted share guidance to $2.11 to $2.14 from $2.09 to $2.13, but it swung to a net loss of $0.19 per diluted share attributable to common stockholders from net income of $0.03 a year earlier.
Third-quarter Core FFO was $0.53 per diluted share, compared with $0.48 in the third quarter of 2025.
Net loss attributable to common stockholders was $0.19 per diluted share, compared with net income of $0.03 a year earlier.
Total revenues were $46.9 million for the quarter, up from $37.8 million a year earlier.
2026 Core FFO guidance rose to $2.11 to $2.14 per diluted share, and year-to-date investments total $472 million.
Franklin Street Properties reported third-quarter 2026 results showing lower revenue and a larger net loss than a year earlier, with FFO also down. The company said it has identified individual asset and subportfolio sales it intends to pursue in the fourth quarter as part of its expanded strategic review, but completion depends on final pricing and buyer financing.
Q3 2026 rental revenue was $24.9 million, versus $27.3 million in Q3 2025
Q3 2026 net loss was $9.1 million, or $0.09 per share, versus $8.3 million, or $0.08 per share, a year earlier
Q3 2026 FFO was $1.4 million, or $0.01 per share, versus $2.3 million, or $0.02 per share, a year earlier
Leased percentage of the 13-property owned portfolio was 66.2% as of September 30, 2026, down from 68.9% at December 31, 2025
Universal Health Realty Income Trust reported third-quarter 2026 net income of $4.9 million, or $.35 per diluted share, up from $4.0 million, or $.29, a year earlier. Funds from operations (FFO) rose slightly to $12.3 million, or $.88 per share, and nine-month net income rose to $15.9 million, or $1.14 per share, from $13.3 million, or $.96.
Q3 2026 net income $4.9 million ($.35 per diluted share) vs. $4.0 million ($.29) in Q3 2025
Q3 2026 FFO $12.3 million ($.88 per diluted share) vs. $12.2 million ($.88) in Q3 2025
Nine-month net income $15.9 million ($1.14 per diluted share), including a $724,000 land sale gain; adjusted net income $15.1 million ($1.09)
October 2026 sale of a Chicago parcel for $1.96 million in cash, with a Q4 2026 gain of approximately $1.90 million expected
NXP Semiconductors reported third-quarter 2026 revenue of $3.8 billion, representing a 19 percent increase year-on-year, driven by growth in automotive, industrial, and data center markets. Alongside the earnings release, the company announced a $5 billion increase to its share repurchase authorization.
Total revenue for the third quarter ended September 27, 2026, reached $3.79 billion.
GAAP diluted net income per share was $3.48, and non-GAAP diluted net income per share was $4.20.
The board authorized a $5 billion share repurchase program in October 2026.
Fourth-quarter 2026 revenue is guided to be in the range of $3.75 billion to $3.95 billion.
PPG reported third quarter 2026 net sales of $4.4 billion, up 7% from a year earlier, with reported EPS of $2.12 and adjusted EPS of $2.25. The company raised the midpoint of its full-year 2026 adjusted EPS guidance and narrowed the range to $7.90 to $8.10, which points to higher expected earnings for shareholders. Industrial Coatings segment EBITDA fell 11%, a weak spot in an otherwise stronger quarter.
Net sales of $4,353 million, up 7% year over year; organic sales up 5%
Reported EPS of $2.12 versus $1.96 a year earlier; adjusted EPS of $2.25 versus $2.13
Full-year 2026 adjusted EPS guidance narrowed to $7.90 to $8.10 with a higher midpoint
Industrial Coatings segment EBITDA declined 11%, with margin down 260 basis points
Landstar System reported third-quarter 2026 revenue of $1.512 billion, up 25% from a year earlier, and earnings of $1.42 per share, up from $0.56. The prior-year figure included a $0.66 per share non-cash impairment charge, and the company said insurance and claim costs rose sharply in the quarter, to $55.3 million from $33.0 million. The company also declared a quarterly dividend of $0.44 per share.
Revenue was $1.512 billion, up 25%, with truck revenue up 29% to $1.407 billion.
EPS was $1.42 versus $0.56 a year earlier; the 2025 quarter included a $0.66 per share impairment charge.
Insurance and claims costs were $55.3 million, up from $33.0 million, including about $13.0 million of adverse reserve adjustments.
Quarterly dividend of $0.44 per share is payable December 8, 2026, to holders of record on November 17, 2026.
Artisan Partners reported third-quarter 2026 results, with revenue up 4% and GAAP earnings per share of $1.04, compared with $0.93 a year earlier. Firmwide net outflows of $10.6 billion pushed ending assets under management down to $168.7 billion from $183.4 billion at June 30, 2026, and the board declared a variable quarterly dividend of $0.88 per share.
Q3 2026 revenues were $312.5 million, up from $301.3 million in Q3 2025; GAAP operating income was $109.8 million, up from $101.8 million.
GAAP earnings per share were $1.04 for Q3 2026, versus $0.93 in Q3 2025; adjusted earnings per share were $1.03.
Firmwide net outflows were $10.6 billion in the quarter, and ending AUM was $168.7 billion at September 30, 2026.
The board declared a $0.88 per share dividend, payable November 30, 2026, to holders of record on November 16, 2026.
InvenTrust furnished a Q3 2026 investor presentation as Exhibit 99.1 to a Form 8-K. The presentation reports Q3 Core FFO of $0.50 per diluted share and keeps 2026 Core FFO guidance at $1.94 to $1.96 per diluted share, growth of 6.0% to 7.1%. For shareholders, the filing shows steady operating results and a $1.00 annualized dividend rate, though it does not state any change to guidance.
Q3 2026 Core FFO of $0.50 per diluted share; 2026 Core FFO guidance of $1.94 to $1.96 per diluted share
Same property NOI growth of 3.1% for the three months ended September 30, 2026, and 3.4% for the nine months
Leased occupancy of 96.4% and $510 million total liquidity as of September 30, 2026
2026 annualized dividend rate of $1.00, based on a quarterly dividend of $0.25
Ribbon Communications reported third quarter 2026 revenue of $219 million, up from $215 million a year earlier and up 14% from the second quarter, while its GAAP net loss narrowed to $9 million from $12 million. Adjusted EBITDA fell to $27 million from $29 million a year earlier, and nine-month revenue of $574 million was below $617 million a year earlier. The company guided fourth quarter 2026 revenue to $233 million to $247 million.
Q3 2026 revenue $219 million vs. $215 million in Q3 2025; GAAP net loss $9 million vs. $12 million
Non-GAAP diluted EPS $0.07 vs. $0.04 a year earlier; GAAP diluted loss per share $0.05 vs. $0.07
Q4 2026 outlook: revenue $233 million to $247 million, Adjusted EBITDA $40 million to $47 million
Cash and cash equivalents were $40 million at September 30, 2026, down from $96 million at December 31, 2025
Prospect Capital Corporation released preliminary, unaudited estimates for the quarter ended September 30, 2026, showing net investment income of about $76 million and common equity net asset value of about $2.9 billion. The filing does not give prior-period comparisons, and the figures may change after the company completes its financial closing and review procedures.
Preliminary net investment income for the three months ended September 30, 2026: about $76 million
Preliminary common equity net asset value as of September 30, 2026: about $2.9 billion; total equity including perpetual preferred stock: about $4.4 billion
Preliminary total debt principal: about $1.5 billion, about 25% of total assets of about $6.0 billion
Investments on non-accrual status: about 0.2% of portfolio at fair market value and about 1.8% at cost, as of September 30, 2026
First Financial Bancorp reported record third-quarter 2026 results, with net income of $81.2 million, or $0.77 per diluted share, up from $76.5 million, or $0.73, in the second quarter. The board also approved a quarterly dividend of $0.26 per share, and the company said Federal regulatory approval has been received for its Finward acquisition, which it expects to close on January 1, 2027.
Q3 2026 net income of $81.2 million, or $0.77 per diluted share, versus $76.5 million, or $0.73, in Q2 2026
Nine-month 2026 diluted EPS of $2.21 versus $2.02 for the same period in 2025
Net interest margin of 4.05%; noninterest expenses of $165.7 million, or $156.9 million adjusted
Quarterly dividend of $0.26 per share payable December 15, 2026; tangible book value per share fell to $15.65
Extra Space Storage reported third-quarter 2026 results with net income of $1.17 per diluted share, up 50.0% from a year earlier, and Core FFO of $2.17 per diluted share, up 4.3%. The company raised its full-year 2026 Core FFO estimate to $8.40-$8.50 from $8.25-$8.40 and said CEO Joe Margolis will be succeeded by President Noah Springer on January 1, 2027.
Q3 2026 Core FFO was $2.17 per diluted share, up 4.3% from $2.08 a year earlier; FFO was $2.12 per diluted share.
Same-store NOI rose 4.6% in the quarter, with same-store revenue up 2.7% and same-store expenses down 1.8%.
2026 Core FFO outlook raised to $8.40-$8.50 per share from $8.25-$8.40 given July 28, 2026.
Repurchased 2,390,497 shares for $327.1 million in the quarter; Noah Springer becomes CEO effective January 1, 2027.
Intapp reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026, with total revenue up 16% year-over-year and subscription revenue up 29%. The company also issued fiscal 2027 outlook, projecting total revenue of $658.2 million to $662.2 million and non-GAAP diluted net income per share of $1.64 to $1.68. The filing does not state prior guidance, so it does not show whether the outlook changed.
Total revenue was $161.3 million, up 16% year-over-year; subscription revenue was $125.5 million, up 29%.
GAAP net loss was $(1.3) million, compared with $(14.4) million a year earlier; non-GAAP diluted EPS was $0.44, compared with $0.24.
Cloud ARR reached $515.3 million, up 28%; trailing twelve-month cloud net revenue retention was 123%.
Fiscal 2027 outlook: total revenue of $658.2 million to $662.2 million; non-GAAP diluted EPS of $1.64 to $1.68. The company repurchased $25.0 million of stock in the quarter.
Sensata Technologies reported third quarter 2026 revenue of $1,003.6 million, up 7.7% from a year earlier, and GAAP earnings of $0.78 per share versus a loss of $1.12 per share in the third quarter of 2025. Revenue included a $24.0 million termination payment from a customer tied to a cancelled electric vehicle program, and without it adjusted EPS would have been $0.97. The company also guided fourth quarter 2026 adjusted EPS to $0.95 to $0.99.
Q3 2026 revenue was $1,003.6 million, up $71.6 million or 7.7%; excluding the $24.0 million termination payment, revenue was $979.6 million.
Adjusted EPS was $1.13 versus $0.89 in Q3 2025; GAAP diluted EPS was $0.78 versus a loss of $1.12.
Free cash flow was $198.3 million in Q3 2026, and cash on hand was $553.4 million at September 30, 2026.
Q4 2026 guidance calls for revenue of $942 million to $972 million and adjusted EPS of $0.95 to $0.99, compared with $918 million and $0.88 in Q4 2025.
FutureFuel said it will release its third-quarter 2026 financial results after the U.S. market closes on Monday, November 9, 2026, with a conference call the following day, November 10, at 11:00 a.m. ET. The filing is a scheduling announcement and contains no financial results, so it does not indicate how the quarter performed.
Third-quarter 2026 results (quarter ended September 30, 2026) to be released after market close on November 9, 2026
Conference call set for Tuesday, November 10, 2026, at 11:00 a.m. ET
Banc of California reported third quarter 2026 net earnings available to common stockholders of $73.1 million, or $0.46 per diluted share, compared with $0.38 a year earlier, and total revenue rose 6% year over year to $303.8 million. The results follow a second quarter net loss of $251.3 million, or $(1.61) per diluted share, tied to a balance sheet repositioning, and management said it expects further profitability improvement in the fourth quarter.
Diluted EPS of $0.46 for Q3 2026, up from $0.38 in Q3 2025; net earnings available to common of $73.1 million
Total revenue of $303.8 million, up 6% year over year; net interest margin of 3.34%
Q2 2026 net loss available to common of $251.3 million, or $(1.61) per diluted share, reflecting the strategic balance sheet repositioning
Earnings conference call set for 8:30 A.M. Pacific Time on October 28, 2026
Mirion reported third quarter 2026 revenue of $277.8 million, up 24.5% from $223.1 million a year earlier, and GAAP net income of $7.8 million, up from $3.1 million. The company raised its 2026 revenue growth, organic growth and adjusted free cash flow guidance, but lowered the top end of its adjusted EBITDA range and its adjusted EBITDA margin range.
Third quarter revenue was $277.8 million versus $223.1 million in the same period of 2025; GAAP diluted EPS was $0.03 versus $0.01
Adjusted EPS was $0.12 in both the third quarter of 2026 and 2025
2026 adjusted EBITDA guidance is $285 million to $292 million, down from $285 million to $300 million previously
2026 adjusted free cash flow guidance is $170 million to $185 million, up from $155 million to $175 million previously
LPL Financial reported third-quarter 2026 net income of $357 million, or $4.52 per diluted share, compared with a net loss of $30 million in the same quarter of 2025 and net income of $379 million in the second quarter of 2026. Adjusted EPS rose 15% year-over-year to $5.97, and the company narrowed its 2026 Core G&A outlook while reporting that the Commonwealth Financial Network conversion remains on track for the fourth quarter of 2026.
Net income was $357 million, or $4.52 diluted EPS, versus a net loss of $30 million, or $0.37, in Q3 2025 and $379 million, or $4.74, in Q2 2026.
Total revenue was $5.34 billion, up 17% year-over-year; adjusted EPS rose 15% to $5.97.
Commonwealth conversion is on track for Q4 2026, with asset retention now expected at about 83% and estimated run-rate EBITDA of $415 million.
The board declared a $0.30 per share dividend payable November 30, 2026, to stockholders of record as of November 12, 2026.
First Community Bankshares reported third-quarter 2026 net income of $15.42 million, or $0.81 per diluted share, up from $12.27 million a year earlier, and record nine-month net income of $49.96 million. The company also declared a quarterly cash dividend of $0.33 per common share, payable November 27, 2026, to shareholders of record on November 13, 2026.
Q3 2026 net income was $15.42 million, or $0.81 per diluted share, versus $12.27 million in Q3 2025.
Adjusted net income excluding merger-related and other non-recurring items was $14.74 million, up 14.23%.
Net interest margin rose to 4.46% from 4.43% a year earlier.
Quarterly dividend of $0.33 per share is payable November 27, 2026, to holders of record on November 13, 2026.
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