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).
California Water Service Group reported third-quarter 2026 net income of $65.4 million and diluted EPS of $1.05, up from $61.2 million and $1.03 a year earlier. Revenue rose 6.7% to $332.2 million, while operating expenses rose 3.7% to $249.5 million, and the company said it expects to close its Nevada and Oregon acquisitions in the fourth quarter.
Q3 2026 net income of $65.4 million and diluted EPS of $1.05, compared with $61.2 million and $1.03 in Q3 2025
Q3 2026 revenue of $332.2 million, up $21.0 million or 6.7%; operating expenses rose 3.7% to $249.5 million
Nine-month 2026 net income of $125.9 million, or $2.07 per diluted share, versus $1.96 a year earlier
Company expects to close Nevada and Oregon acquisitions in Q4 2026 and to issue $125.0 million in notes and $150.0 million in bonds by December 31, 2026
Ares Management reported third-quarter 2026 results, with GAAP net income attributable to the company down sharply from a year earlier while its fee-based and realized measures grew. The company also declared a $1.35 per share quarterly dividend, and its CFO said Ares expects to meet or exceed its key 2026 financial objectives.
GAAP net income attributable to Ares Management was $85.3 million, or $0.21 per share, versus $288.9 million, or $1.15 per share, a year earlier.
After-tax Realized Income rose 6% to $449.6 million, or $1.26 per share, and Fee Related Earnings rose 11% to $524.2 million.
Ares raised more than $31 billion in gross capital commitments and said it continues to expect another record fundraising year.
Quarterly dividend of $1.35 per share is payable December 31, 2026, to holders of record on December 17, 2026.
Pilgrim's Pride furnished an overview of its third-quarter 2026 results, to be referenced on its October 29, 2026 earnings call. Net revenue fell slightly year over year, while net income, EPS and adjusted EBITDA dropped sharply, with the company citing lower commodity market pricing and higher grain costs.
Q3 2026 net income was $116.3 million, versus $343.1 million in Q3 2025; EPS was $0.49, versus $1.44.
Q3 2026 net revenue was $4.65 billion, versus $4.76 billion a year earlier.
Adjusted EBITDA was $316.3 million (6.8% margin), versus $633.1 million (13.3% margin) in Q3 2025.
Nine-month 2026 net income was $231.0 million, versus $995.4 million for the same period of 2025.
Pilgrim's Pride reported third quarter 2026 results with net sales of $4.7 billion, down 2.2% from a year earlier, and GAAP EPS of $0.49 versus $1.44. The company said lower U.S. commodity cutout values and higher supply pressured chicken pricing, while Adjusted EBITDA fell 50% to $316.3 million, which matters to shareholders because core profitability declined sharply.
Net income was $116.3 million versus $343.1 million in the same quarter of 2025.
Adjusted EBITDA was $316.3 million, a 6.8% margin, versus $633.1 million and 13.3% a year earlier.
Net leverage ratio was 1.76x Adjusted EBITDA, below the company's target range of 2x to 3x.
A conference call is scheduled for October 29, 2026 at 7 a.m. MT (9 a.m. ET).
KBR reported fiscal third-quarter 2026 results on October 29, 2026, with revenue of $2.0 billion, up 5%, and net income attributable to KBR of $133 million, up 16%. Diluted EPS rose 18% to $1.06, though operating income fell 3% to $186 million on higher spin-off costs. KBR reaffirmed its full-year fiscal 2026 guidance and said the spin-off of Mission Technology Solutions, to be renamed Trinzic, is targeted for January 4, 2027.
Revenue of $2.0 billion, up 5%; Sustainable Technology Solutions revenue rose 26% to $762 million while Mission Technology Solutions fell 5% to $1.3 billion
Operating income of $186 million, down 3%, as spin-off costs rose; adjusted EBITDA of $268 million, up 12%
Adjusted EPS of $1.12, up 10%
Full-year fiscal 2026 guidance reaffirmed: revenue $7.90 billion to $8.36 billion and adjusted EPS $3.87 to $4.22; Investor Days set for November 11 and 12, 2026
Patterson-UTI reported third-quarter 2026 revenue of $1.3 billion, up 9% from the prior quarter, and net income attributable to common stockholders of $28 million, or $0.07 per diluted share, compared with a loss of $36 million in the same quarter of 2025. The company also declared a $0.10 quarterly dividend and gave fourth-quarter adjusted gross profit targets for its drilling and completion segments, with Drilling Products expected to decline.
Q3 2026 revenue of $1.3 billion, up 9% sequentially; Q3 2026 Adjusted EBITDA of $264 million
Net income attributable to common stockholders of $28 million ($0.07 per diluted share) versus a $20 million loss in Q2 2026
Q4 2026 outlook: Drilling Services adjusted gross profit of $150 million and Completion Services of $140 million; Drilling Products expected to fall 5-10% sequentially
Declared a $0.10 per share dividend payable December 15, 2026 to holders of record as of December 1, 2026
Titan International reported third-quarter 2026 results with continuing-operations net sales of $335.2 million, down from $357.3 million a year earlier, and a net loss attributable to Titan of $42.7 million, or $0.66 per share, which included a $38.5 million loss on the sale of discontinued operations. The company also updated its fourth-quarter and full-year 2026 guidance, which includes the pending sale of its ITM undercarriage business expected to close in January 2027.
Q3 2026 continuing-operations net sales were $335.2 million, down 6.2% from $357.3 million in Q3 2025.
Net loss attributable to Titan and common shareholders was $42.7 million ($0.66 per share), compared with a $2.3 million loss a year earlier.
Adjusted EBITDA from continuing operations was $16.4 million, versus $20.3 million in the prior-year quarter.
Q4 2026 sales guidance is $410 million to $430 million; full-year 2026 sales guidance is $1.85 billion to $1.87 billion, with Adjusted EBITDA of $91 million to $101 million including ITM.
EON Resources reported second-quarter 2026 results on October 23, 2026. Reported revenue rose 40% year over year to $6.49 million, and the net loss narrowed to $692,584 from $2,955,849. The filing also discloses that the 2025 10-K and first-quarter 10-Q were filed late, and that NYSE American extended the company's cure deadline to November 23, 2026.
Reported revenue was $6.49 million versus $4.63 million a year earlier, including non-cash derivative effects of $2.16 million.
Revenue excluding non-cash derivative effects rose 7.3% to $4.33 million from $4.03 million.
Interest expense fell to $176,000 from $1.65 million a year earlier after senior debt retirement in September 2025.
NYSE American extended the cure deadline from October 15, 2026 to November 23, 2026; the company says it has met the filing deadlines.
Southside Bancshares reported third-quarter 2026 net income of $28.0 million, or $0.93 per diluted share, up from $4.9 million, or $0.16, a year earlier. The comparison is distorted by a $24.4 million loss on the sale of securities in the third quarter of 2025, and the company cited higher net interest income and a higher net interest margin as further drivers.
Q3 net income $28.0 million vs. $4.9 million in Q3 2025; diluted EPS $0.93 vs. $0.16
Net interest income $60.3 million, up 8.2% year over year; net interest margin 2.92%, up 12 basis points from the prior quarter
Deposits fell 13.6% year over year to $6.01 billion; nonperforming assets were $15.8 million, or 0.18% of total assets
Third-quarter cash dividend of $0.37 per share was paid September 3, 2026; no shares were repurchased in the quarter
Enterprise Products Partners reported third-quarter 2026 results, with net income attributable to common unitholders of $1.6 billion, or $0.75 per diluted common unit, compared with $0.61 a year earlier. Operational distributable cash flow rose 27% to $2.3 billion, covering the quarter's distribution 1.9 times, which matters to unitholders because it supports the distribution and the retained cash funds growth, buybacks and debt reduction.
Net income attributable to common unitholders: $1.6 billion, $0.75 per diluted common unit, up 21%
Revenues: $17.9 billion for the quarter, compared with $12.0 billion a year earlier
Operational DCF: $2.3 billion, 1.9 times coverage of distributions declared; $1.1 billion retained
Distributions declared: $0.56 per common unit, up 2.8%; common unit buybacks of $112 million in the quarter
Cactus, Inc. (NYSE: WHD) reported third quarter 2026 revenue of $430.9 million, down from $449.5 million in the second quarter but up from $264.0 million a year earlier. Net income rose to $74.1 million and diluted earnings per Class A share were $0.87, compared with $0.60 a year earlier, and the company expects fourth quarter consolidated revenue to modestly increase.
Q3 2026 revenue $430.9 million vs. $449.5 million in Q2 2026 and $264.0 million in Q3 2025
Net income $74.1 million; diluted EPS $0.87; adjusted diluted EPS $0.96 vs. $0.93 in Q2 2026
Cash of $354.2 million and no bank debt as of September 30, 2026; quarterly dividend of $0.15 per Class A share payable December 17, 2026
Board approved a Middle East Spoolable Technologies manufacturing facility, expected to commence operations in 2029
DBV Technologies reported a third-quarter 2026 net loss of $64.5 million, up from $33.2 million a year earlier, as research, sales, and administrative spending rose ahead of a potential U.S. launch. The filing states that substantial doubt exists about the company's ability to continue as a going concern, and that its $165.7 million in cash funds operations only into the third quarter of 2027. Shareholders should note that the company says it will need additional capital, with availability and terms uncertain.
Q3 2026 net loss was $64.5 million versus $33.2 million in Q3 2025; net loss per share was $0.14 versus $0.24.
Cash and cash equivalents were $165.7 million as of September 30, 2026, which the company says funds operations into the third quarter of 2027.
The BLA for the VIASKIN Peanut Patch in children aged 4 through 7 was submitted on September 29, 2026, with Priority Review requested; FDA's filing decision is expected in Q4 2026.
The company refreshed its $150 million ATM program and reports a $50 million gross proceeds sale of ADSs to RA Capital Management.
Enerpac Tool Group reported fourth-quarter and full-year fiscal 2026 results and introduced fiscal 2027 guidance. Net sales rose on both a quarterly and annual basis, but GAAP net earnings declined, while adjusted diluted EPS increased for the full year. The guidance includes about 10 months of the SFE Group acquisition, which the company completed on October 28, 2026.
Q4 net sales were $185.7 million, up from $167.5 million (11%), with organic growth of 10%.
Q4 net earnings were $24.4 million ($0.47 diluted EPS) versus $28.1 million ($0.52) a year earlier; adjusted diluted EPS was $0.53 versus $0.52.
Full-year net sales were $652.3 million, up 6%, while full-year net earnings were $89.7 million versus $92.7 million; adjusted diluted EPS was $1.87 versus $1.81.
Fiscal 2027 guidance: net sales of $825 million to $845 million, adjusted EBITDA of $195 million to $205 million, and adjusted diluted EPS of $2.00 to $2.15.
NN, Inc. reported third-quarter 2026 net sales of $131.1 million, up 26.2% from $103.9 million a year earlier, and a GAAP net loss of $4.6 million, narrower than the $6.7 million loss in the same period of 2025. The company raised its full-year 2026 guidance, now calling for net sales of $480 million to $500 million and adjusted EBITDA of $64 million to $68 million, and said it has paid off all of its preferred stock during 2026.
Q3 2026 net sales were $131.1 million, up 26.2% from $103.9 million; loss from operations widened to $3.3 million from $2.2 million.
GAAP net loss was $4.6 million, or $(0.13) per share, versus a $6.7 million loss, or $(0.23) per share, in Q3 2025; the improvement was driven by a Brazil tax ruling gain and higher joint venture income.
Adjusted EBITDA was $18.5 million, up 49.7%, with a 14.1% margin.
2026 guidance raised: net sales of $480 million to $500 million and adjusted EBITDA of $64 million to $68 million; the company will discuss results on an October 29, 2026 call at 9 a.m. ET.
Albany International reported third-quarter 2026 net revenue of $349.5 million, up 34% from $261.4 million a year earlier, and net income attributable to the company of $41.7 million, or $1.46 per diluted share, compared with a net loss of $97.8 million in the prior-year quarter. The company also issued an outlook for the fourth quarter of 2026 with consolidated net revenue of $325 million to $335 million and adjusted EPS of $0.65 to $0.75, and the prior-year comparison was driven by a $147.3 million CH-53K loss reserve adjustment.
Q3 2026 net revenue $349.5 million, up 34% from $261.4 million in Q3 2025
Q3 2026 diluted EPS $1.46 versus a loss of $(3.37) in Q3 2025; adjusted diluted EPS $1.68
Q4 2026 outlook: consolidated net revenue $325 million to $335 million; adjusted EPS $0.65 to $0.75; effective tax rate 29.5% versus prior estimate of 31.5%
Webcast to discuss results at 9:00 a.m. Eastern Time on October 29, 2026
The Hanover Insurance Group reported third-quarter 2026 results, with net income of $172.6 million, or $4.86 per diluted share, down from $178.7 million, or $4.90, a year earlier. Operating income fell to $183.1 million from $185.6 million, but operating EPS rose to $5.15 from $5.09 because the share count declined, and the combined ratio worsened to 92.3% from 91.1% on higher catastrophe losses.
Net income of $172.6 million, or $4.86 per diluted share, versus $178.7 million, or $4.90, in the prior-year quarter
Operating income of $183.1 million, or $5.15 per diluted share, versus $185.6 million, or $5.09
Combined ratio of 92.3% versus 91.1%, with catastrophe losses of $109.7 million, or 6.8 points
Repurchased approximately $86 million of stock in the quarter, totaling $263 million year-to-date through October 26, 2026
Antero Resources reported third quarter 2026 results on October 28, 2026, with net income of $367 million, compared with $76 million attributable to the company in the year-ago quarter. Adjusted EBITDAX rose 99% to $634 million, and Adjusted Free Cash Flow was $215 million, while the company bought back 1.6 million shares for about $56 million. Fourth quarter guidance calls for production of about 4.3 Bcfe/d and cash production expense of $2.10 to $2.20 per Mcfe.
Net income was $367 million versus $76 million attributable to Antero in Q3 2025; Adjusted Net Income was $256 million versus $48 million.
Adjusted EBITDAX was $634 million, up 99% from the prior year; cash operating costs fell to $2.05 per Mcfe from $2.44 per Mcfe.
Q4 2026 guidance: production of about 4.3 Bcfe/d and drilling and completion capital of $325 million to $350 million; 2026 D&C budget target is $1.2 billion.
Net debt was $2.78 billion at September 30, 2026, compared with $1.31 billion at September 30, 2025.
Antero Midstream reported third-quarter 2026 results with revenue of $327 million, up from $295 million a year earlier, and diluted EPS of $0.82 versus $0.24. The GAAP profit increase was driven mainly by a $377 million gain on litigation, while Adjusted Net Income rose 4% per share to $134 million. The company raised its 2026 Adjusted Free Cash Flow guidance by $370 million to reflect the litigation proceeds, and it repurchased 1.3 million shares for about $27 million during the quarter.
Net income was $393 million, or $0.82 per diluted share, versus $116 million, or $0.24, a year earlier; the $377 million litigation gain is a one-time item
Adjusted Net Income was $134 million, or $0.28 per diluted share, up 4% per share; Adjusted EBITDA was $291 million, up 3%
2026 Adjusted Free Cash Flow before dividends guidance is $1,125 million to $1,185 million, increased by $370 million
Gathering and compression volumes rose 19% and 17%, and the company repurchased 1.3 million shares for about $27 million in the quarter
NewMarket reported third-quarter 2026 net income of $124.1 million, or $13.50 per share, up from $100.3 million, or $10.67 per share, a year earlier. Management attributed the increase mainly to higher operating profit and a lower effective tax rate, and nine-month net income rose to $375.9 million, or $40.64 per share.
Third-quarter net sales were $716.5 million, compared with $690.3 million in the same quarter of 2025.
Petroleum additives shipments fell 8% in the quarter, while segment operating profit was $130.9 million versus $131.3 million a year earlier.
Specialty materials operating profit was $16.4 million, up from $6.0 million, helped by product mix and the Calca Solutions acquisition completed October 1, 2025.
Net debt to EBITDA was 1.0x; a conference call is set for 3:00 p.m. ET on October 29, 2026.
Quad/Graphics reported third-quarter 2026 net sales of $587 million, roughly flat from $588 million a year earlier, while GAAP net earnings fell to $6 million from $10 million, mainly due to higher restructuring, impairment and transaction-related charges. The company narrowed its full-year Adjusted EBITDA range to $185 million to $195 million and improved its Adjusted Annual Net Sales Change range to a 1% to 3% decline from a 1% to 5% decline, which matters to shareholders because it signals a smaller expected sales drop, though profit guidance is narrower and its midpoint is lower than before.
Q3 2026 net sales were $587 million versus $588 million in Q3 2025; GAAP diluted EPS was $0.11 versus $0.21.
Adjusted diluted EPS rose 13% to $0.35 from $0.31, while Adjusted EBITDA was $51 million versus $53 million.
Updated 2026 guidance: Adjusted Annual Net Sales Change of a 1% to 3% decline (was 1% to 5%); Adjusted EBITDA of $185 million to $195 million (was $175 million to $215 million).
Year-to-date shareholder returns were $23 million, including $15 million of dividends; the next $0.10 quarterly dividend is payable December 4, 2026.
Green Brick Partners reported third-quarter 2026 net income of $59 million, or $1.35 per diluted share, down from $78 million, or $1.77, a year earlier. Homebuilding revenue fell 9.7% to $437 million, and the gross margin narrowed to 28.0% from 32.1% as the average sales price of homes delivered dropped 12.1% and incentives on new orders reached 11%. The company also set a quarterly dividend on its Series A preferred shares, and net new home orders rose 3% to 926.
Q3 2026 net income attributable to the company was $59 million, or $1.35 per diluted share, versus $78 million, or $1.77, in Q3 2025
Homebuilding revenue was $437 million, down 9.7%; average sales price of homes delivered was $446.7 thousand, down 12.1%
Homebuilding gross margin was 28.0%, compared with 32.1% a year earlier; CEO cited incentives of 11% on new orders
Series A preferred dividend of $0.35938 per depositary share is payable December 15, 2026, to holders of record on December 1, 2026
Four Corners Property Trust reported third-quarter 2026 results, with rental revenue up 13.8% to $75.7 million and AFFO per diluted share up 2.9% to $0.46. Net income attributable to common shareholders was flat at $28.8 million, but diluted EPS fell to $0.26 from $0.28 a year earlier. The company also authorized a $100 million share repurchase program, its first, which matters to shareholders because it signals management views buybacks as a use of capital alongside property acquisitions.
Rental revenue rose 13.8% year over year to $75.7 million; total revenues were $83.7 million versus $74.1 million
Net income attributable to common shareholders was $28.8 million, or $0.26 per diluted share, versus $0.28 a year earlier
AFFO per diluted share was $0.46, up 2.9%; NAREIT FFO per diluted share was $0.43, up 2.4%
Board authorized a share repurchase program of up to $100 million; the company acquired 120 properties for $326.3 million in the quarter
Benchmark Electronics reported third-quarter 2026 revenue of $811 million, up 19% from a year earlier, with diluted EPS of $0.47 on a GAAP basis (up 21%) and $0.84 on a non-GAAP basis (up 35%). The company raised its 2026 outlook, now expecting full-year revenue growth of about 16%, and gave fourth-quarter non-GAAP EPS guidance of $0.85 to $0.91, which shareholders can compare with the stronger earnings growth reported for the quarter.
Q3 2026 revenue of $811 million, up 19% year over year; the company called it record third-quarter revenue
Diluted GAAP EPS of $0.47, up 21%; diluted non-GAAP EPS of $0.84, up 35%
Full-year 2026 revenue growth now expected at about 16%, above the $3 billion annual level set last quarter
Q4 2026 guidance: revenue of $815 million to $855 million; GAAP EPS of $0.58 to $0.64; non-GAAP EPS of $0.85 to $0.91
AXIS Capital reported third quarter 2026 net income available to common shareholders of $202 million, or $2.75 per diluted share, down 32% from the prior year quarter. Gross premiums written rose 11% to $2.4 billion, but the combined ratio rose to 94.0% from 89.4%, and underwriting income fell 29% to $134 million, which weighs on shareholder earnings.
Net income available to common shareholders was $202 million, down $92 million, or 32%; operating income was $229 million, or $3.12 per diluted share, down 10%
Underwriting income was $134 million, down $55 million, or 29%; the combined ratio was 94.0% versus 89.4% a year earlier
Gross premiums written rose 11% to $2.4 billion; catastrophe and weather-related losses were $75 million in the quarter
Book value per diluted share was $79.06 at September 30, 2026; the company returned $141 million to common shareholders, including $109 million of share repurchases
Darling Ingredients reported third-quarter 2026 net income attributable to Darling of $267.0 million, or $1.67 per diluted share, compared with $19.4 million, or $0.12, a year earlier. Total net sales rose to $1.8 billion from $1.6 billion, and the company reaffirmed its fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion. The company also said it expects to end 2026 with net debt at or below $3.0 billion.
Net income attributable to Darling was $267.0 million, or $1.67 per GAAP diluted share, for Q3 2026, versus $19.4 million, or $0.12, for Q3 2025.
Total net sales were $1.8 billion versus $1.6 billion; Combined Adjusted EBITDA was $514.3 million versus $244.9 million.
Fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion was reaffirmed; net debt is expected to be at or below $3.0 billion at year-end.
The company reduced net debt by about $420 million and repurchased $75.9 million of common stock in the third quarter.
Morningstar reported third-quarter 2026 results on October 28, 2026. Revenue rose 8.9% to $672.1 million and GAAP diluted earnings per share rose 41.0% to $3.06, while free cash flow fell 2.9% to $155.4 million. The company repurchased $100.0 million of its shares in the quarter, and its debt was $1.7 billion as of September 30, 2026, up from $1.1 billion at December 31, 2025.
Revenue of $672.1 million, up 8.9% reported and 6.8% organic, versus the prior-year quarter
Diluted EPS of $3.06 versus $2.17 a year earlier; adjusted diluted EPS of $3.48 versus $2.55
Free cash flow decreased 2.9% to $155.4 million, as working capital movements offset higher cash earnings
Share repurchases of 486,573 shares for $100.0 million; debt rose to $1.7 billion from $1.1 billion at year-end 2025
Orange County Bancorp reported net income of $12.5 million, or $0.93 per share, for the quarter ended September 30, 2026, up from $10.0 million, or $0.75 per share, a year earlier. The company described it as a record third quarter and its third consecutive record quarter in 2026, driven mainly by higher net interest income and a lower provision for credit losses, partly offset by lower noninterest income.
Q3 2026 net income $12.5 million, or $0.93 per share, versus $10.0 million, or $0.75 per share, in Q3 2025
Net interest margin rose 19 basis points to 4.45% from 4.26% a year earlier
Nine-month net income was $37.4 million, or $2.80 per share, versus $29.2 million, or $2.39 per share, in the prior-year period
Provision for credit losses was $809 thousand versus $3.9 million a year earlier; noninterest income fell $1.4 million to $5.4 million
Rush Street Interactive reported third-quarter 2026 revenue of $385.9 million, up 39% from a year earlier, and net income of $28.7 million, up 93%, for the quarter ended September 30, 2026. The company reiterated its full-year 2026 revenue and adjusted EBITDA guidance, so the results did not change its outlook. Of the $28.7 million net income, $11.8 million was attributable to Rush Street Interactive, Inc. and $16.8 million to non-controlling interests.
Q3 2026 revenue was $385.9 million, up 39% from $277.9 million in Q3 2025.
Q3 2026 net income was $28.7 million, up 93% from $14.8 million; adjusted EBITDA was $62.2 million, up 73%.
Full-year 2026 guidance was reiterated: revenue of $1.56 billion to $1.60 billion and adjusted EBITDA of $245 million to $265 million.
Monthly active users totaled 907,881, up 42% year over year, including 300,572 in North America, a company record for that region.
Houlihan Lokey reported fiscal second-quarter 2027 revenue of $692 million, up from $660 million a year earlier, and GAAP diluted EPS of $1.64 versus $1.63. Net income attributable to the company was $109 million, down from $111 million, and six-month diluted EPS fell to $2.78 from $3.04. The board declared a regular quarterly dividend of $0.70 per share.
Q2 revenue was $692 million, up from $660 million; Corporate Finance rose 10% and Financial Restructuring fell 12%.
Adjusted diluted EPS was $1.85, versus $1.84 a year earlier (non-GAAP).
Quarterly dividend of $0.70 per share is payable December 15, 2026, to holders of record on December 1, 2026.
As of September 30, 2026, the company had $888 million of cash and cash equivalents and investment securities.
Preformed Line Products reported third-quarter 2026 results on October 28, 2026, with net sales up 18% to $209.5 million and net income of $18.0 million, or $3.56 per diluted share, compared with $0.53 a year earlier. The prior-year quarter included pension plan termination charges, and the company said adjusted diluted EPS rose 70%. The filing contains no updated financial guidance.
Q3 net sales were $209.5 million, up from $178.1 million in Q3 2025.
Gross profit margin was 33.4%, up 370 basis points from Q3 2025.
Diluted EPS was $3.56 versus $0.53 in Q3 2025; the company said EPS rose 70% excluding the 2025 pension termination charges.
Nine-month net sales were $598.5 million, up 21%; cash was $99.3 million at September 30, 2026.
O'Reilly Automotive reported third quarter 2026 sales of $5.12 billion and diluted earnings per share of $0.97, representing a 9% increase in total sales and a 14% increase in earnings per share compared to the same period in 2025. Driven by strong performance and tariff refunds, the company raised its full-year 2026 guidance for comparable store sales, gross margin, and operating profit.
Third quarter sales increased 9% to $5.12 billion, with comparable store sales growing by 7.2%.
Diluted earnings per share for the third quarter rose 14% to $0.97, bolstered by a $39 million tariff refund benefit.
Full-year 2026 comparable store sales guidance was raised to a range of 5.5% to 6.5%.
Murphy USA reported third-quarter 2026 net income of $176.0 million, or $9.59 per diluted share, up from $129.9 million, or $6.76 per share, a year earlier. The increase was driven mainly by higher total fuel contribution, while merchandise contribution fell 2.8%. The company also declared a quarterly dividend of $0.72 per share, an 11% increase from the Q3 2026 dividend, payable December 1, 2026.
Q3 2026 net income was $176.0 million, or $9.59 per diluted share, versus $129.9 million, or $6.76 per share, in Q3 2025
Total fuel contribution rose 24.6% to $479.4 million, from $384.8 million, with fuel contribution of 37.0 cpg versus 30.7 cpg
Merchandise contribution fell 2.8% to $234.5 million, with unit margins of 20.3% versus 21.5%
Quarterly dividend increased to $0.72 per share, payable December 1, 2026, to holders of record as of November 4, 2026
American Water reported third-quarter 2026 adjusted EPS of $2.00, up from $1.89 a year earlier, while GAAP EPS was flat at $1.94. The company narrowed its 2026 adjusted EPS guidance to the top half of its range and initiated 2027 standalone adjusted EPS guidance of $6.53 to $6.63, which it said reflects 8% growth at the midpoint.
Q3 2026 operating revenues were $1,510 million, up from $1,451 million in Q3 2025; net income attributable to shareholders was $387 million, up from $379 million.
Q3 2026 GAAP EPS was $1.94, flat with 2025; adjusted EPS was $2.00 vs. $1.89.
2026 adjusted EPS guidance narrowed to $6.07 to $6.12 from $6.02 to $6.12.
Company expects to close the proposed merger with Essential Utilities by the end of Q1 2027; three states have approved it.
Alerus Financial reported third-quarter 2026 net income of $19.2 million, or $0.76 per diluted share, up from $16.9 million, or $0.65 per diluted share, a year earlier but down from $20.9 million, or $0.81, in the second quarter. Net interest income and noninterest income both grew from a year ago, and the company repurchased $8.2 million of its stock during the quarter.
Q3 2026 net income was $19.2 million, or $0.76 per diluted share, versus $0.65 in Q3 2025 and $0.81 in Q2 2026.
Net interest income rose 8.3% year over year to $46.7 million, and noninterest income rose 16.7% year over year to $34.4 million.
Tangible book value per common share was $18.74 as of September 30, 2026, up 10.9% from a year earlier.
The company repurchased $8.2 million of common stock at an average price of $32.75 and returned $37.2 million to shareholders in the first nine months of 2026.
Meritage Homes reported third quarter 2026 results for the period ended September 30, 2026. Home closing revenue fell 17% year over year to $1.2 billion, and net earnings dropped 32% to $68 million, or $1.04 per diluted share, as the company said it focused on preserving margins over sales pace.
Home closing revenue fell 17% year over year to $1.2 billion on 14% fewer closings of 3,187 homes.
Net earnings were $68 million, or $1.04 per diluted share, compared with $99 million, or $1.39, in the third quarter of 2025.
Home closing gross margin was 17.4%, down from 19.1%; adjusted margin was 17.9%, down from 20.1%.
Cash totaled $677 million at September 30, 2026, with no borrowings under the revolving credit facility; the company returned $86 million to shareholders in the quarter.
Community Health Systems reported a third-quarter 2026 net loss attributable to stockholders of $86 million, or $(0.63) per share, compared with net income of $130 million, or $0.96 per share, a year earlier. Net operating revenues fell 10.7% to $2.757 billion, which the company attributed in part to divestitures, and the company issued updated 2026 annual earnings guidance. CEO Kevin Hammons said payor mix and acuity did not develop as expected and negatively affected third-quarter results and expectations for the rest of the year, so shareholders face weaker near-term profitability. The guidance figures are not in the text provided.
Q3 net operating revenues $2.757 billion, down 10.7% from $3.087 billion; same-store net operating revenues up 3.8%
Q3 net loss attributable to stockholders $(86) million, or $(0.63) per share, versus net income of $130 million, or $0.96 per share, in Q3 2025
Adjusted EBITDA $280 million versus $376 million a year earlier; net cash from operations $155 million versus $70 million
Updated 2026 annual earnings guidance is in the press release on pages 16 and 17; the figures are not included in the text provided
Princeton Bancorp reported third-quarter 2026 net income of $1.0 million, or $0.15 per diluted share, down from $7.1 million, or $1.04, in the second quarter and $6.5 million, or $0.95, a year earlier. The drop was driven mainly by a $7.6 million provision for credit losses, including charge-offs of two commercial real estate loans, plus a $900 thousand asset write-down tied to a future retail consolidation. Nine-month net income rose to $14.3 million, or $2.10 per diluted share, from $12.5 million, or $1.82, in the prior-year period, and the quarterly dividend was raised by $0.05, or 14.2%.
Q3 2026 net income of $1.0 million, or $0.15 per diluted share, versus $7.1 million, or $1.04, in Q2 2026
Provision for credit losses of $7.6 million in Q3 2026, mainly from the charge-off of two commercial real estate loans
Nine-month 2026 net income of $14.3 million, or $2.10 per diluted share, versus $12.5 million, or $1.82, a year earlier
Quarterly dividend increased by $0.05, or 14.2%; total assets were $2.31 billion at September 30, 2026
Mechanics Bancorp reported third-quarter 2026 net income of $46.0 million, or $0.20 per diluted share, down from $57.7 million, or $0.25 per diluted share, in the second quarter of 2026. The decline reflected a $32.3 million loss on a securities portfolio restructuring and a $10.3 million loss on the sale of auto loans, partly offset by lower noninterest expense and acquisition and integration costs.
Q3 2026 net income $46.0 million, $0.20 diluted EPS, versus $57.7 million, $0.25 in Q2 2026
Nine-month 2026 net income $147.8 million, $0.64 per diluted share, versus $154.6 million, $0.72 in the nine months of 2025
Securities restructuring of $308 million produced a $32.3 million loss on sale; sale of $417 million in indirect auto loans produced a $10.3 million loss
Noninterest expense $114.2 million in Q3 2026 versus $124.5 million in Q2 2026; book value per share $11.59, tangible book value per share $7.05
Franklin BSP Realty Trust reported a third-quarter 2026 GAAP net loss of $27.0 million, compared with net income of $17.6 million a year earlier. Distributable Earnings fell to $3.3 million from $26.7 million, and total income declined to $74.9 million from $89.5 million. Book value rose $0.02 to $14.26 per share, and the company declared a $0.20 common dividend.
GAAP net loss of $27.0 million, or $(0.41) per diluted share, versus net income of $17.6 million, or $0.12 per diluted share, in Q3 2025
Distributable Earnings of $3.3 million, or $(0.02) per diluted share on a fully converted basis, versus $26.7 million a year earlier
Net provision for credit losses of $43.1 million; book value of $14.26 per diluted share, up $0.02 from the prior quarter
Repurchased 7,433,748 shares for $60.5 million at an average price of $8.14; board extended the program to December 31, 2027
Regional Management reported third-quarter 2026 net income of $15.1 million and diluted EPS of $1.61, up 5.3% and 13.4% from a year earlier, on record total revenue of $178.8 million, up 8.0%. The net credit loss rate rose 70 basis points year over year to 10.9%, and the company also replaced its Chief Credit Risk Officer and declared a $0.30 quarterly dividend.
Net income $15.1 million, up 5.3%; diluted EPS $1.61, up 13.4% year over year
Record total revenue $178.8 million, up 8.0%; net credit loss rate 10.9%, up 70 basis points from 10.2%
Executive Vice President and Chief Credit Risk Officer Manish Parmar was terminated without cause on October 28, 2026; Elizabeth Canini named to the role effective November 2, 2026
Quarterly dividend of $0.30 per share, payable December 16, 2026 to holders of record on November 18, 2026
Industrial Logistics Properties Trust (ILPT) reported third quarter 2026 results for the quarter ended September 30, 2026. Rental income rose to $116.8 million and normalized FFO attributable to common shareholders rose 42.4% year over year, but the net loss attributable to common shareholders widened to $30.2 million, or $0.46 per share, from $21.6 million, or $0.33 per share, a year earlier. The filing also updated full-year 2026 guidance to include incentive management fees, which were $1.9 million in the quarter.
Net loss attributable to common shareholders was $30.2 million, or $0.46 per share, versus $21.6 million, or $0.33 per share, in Q3 2025.
Normalized FFO attributable to common shareholders was $21.3 million, or $0.32 per share, up 42.4% year over year and below the $23.0 million midpoint of previous guidance, which excluded $1.9 million of incentive management fees.
Rental income was $116.8 million, compared with $110.9 million a year earlier.
Full-year 2026 normalized FFO per diluted share is guided to $1.23 to $1.25; the quarterly distribution is $0.10 per share, payable on or about November 12, 2026.
NWPX Infrastructure reported third-quarter 2026 results for the period ended September 30, 2026, with net sales of $179.4 million, up 18.7% from a year earlier, and net income of $18.2 million, or $1.86 per diluted share, up from $1.38 a year earlier. Both headline measures improved, and the company said it expects fourth-quarter 2026 performance to exceed both the fourth quarter of 2025 and the first quarter of 2026.
Net income rose 35.0% to $18.2 million, or $1.86 per diluted share, versus $13.5 million, or $1.38, in Q3 2025
Water Transmission Systems net sales rose 27.0% to $131.9 million; WTS backlog including confirmed orders was $435 million as of September 30, 2026
Precast net sales rose 0.6% to $47.5 million, with a 9% volume decrease at legacy Precast facilities; Precast order book was $67 million
Serpentix Conveyor, LLC acquisition completed September 2, 2026; earnings conference call scheduled for October 29, 2026 at 7:00 a.m. PT
First US Bancshares furnished an investor presentation as Exhibit 99.1 to this Form 8-K, covering results through September 30, 2026, for use with shareholders and investors during the quarter ending December 31, 2026. The materials show third-quarter diluted EPS of $0.36, up from $0.31 in the second quarter and $0.32 in the third quarter of 2025, while total loans fell $15.6 million during the quarter.
Diluted EPS was $0.36 in 3Q2026, compared with $0.31 in 2Q2026 and $0.32 in 3Q2025.
Diluted EPS for the nine months ended September 30, 2026 rose 56.3% to $1.00, from $0.64 a year earlier.
Total loans decreased $15.6 million, or 1.8%, in 3Q2026, while nonperforming assets fell to 0.14% of total assets.
The company repurchased 390,000 shares in 3Q2026 at a weighted average price of $16.43 per share.
Heritage Insurance Holdings reported third-quarter 2026 net income of $51.1 million, or $1.72 per diluted share, up from $50.4 million, or $1.63 per share, a year earlier, with total revenue up 3.2% to $219.2 million. The quarter absorbed $15.8 million of pre-tax catastrophe losses, while a 4.0% reduction in diluted shares helped lift per-share earnings. The board also approved a new $50.0 million share repurchase program running through December 31, 2027.
Q3 2026 net income $51.1 million vs. $50.4 million; diluted EPS $1.72 vs. $1.63 in Q3 2025.
Total revenue rose 3.2% to $219.2 million; net premiums earned up 5.4% to $205.6 million.
Pre-tax catastrophe losses of $15.8 million in Q3 2026 vs. none in Q3 2025; loss ratio rose to 39.6% from 38.3%.
Nine-month net income $149.3 million, up 15.8%; diluted EPS $4.94, up 18.5%. New $50.0 million buyback set for October 28, 2026.
KKR Real Estate Finance Trust reported a third-quarter 2026 net loss attributable to common stockholders of $6.4 million, or $0.11 per diluted share, down from a $121.8 million loss in the second quarter but a swing from $8.1 million of net income a year earlier. Distributable loss widened to $152.0 million, or $2.64 per share, mainly due to a $155.9 million realized loss on loan write-offs, and book value fell to $10.14 per share.
Q3 2026 net loss attributable to common stockholders was $6.4 million ($0.11 per diluted share), versus a $121.8 million loss ($1.95 per share) in Q2 2026.
Distributable loss was $152.0 million ($2.64 per share), compared with a $36.4 million loss ($0.58 per share) in Q2 2026, driven by a $155.9 million realized loss on loan write-offs.
Liquidity was $853.5 million as of September 30, 2026, and common book value was $582.5 million, or $10.14 per share.
Q3 2026 dividend was $0.10 per share; the company also cited $1.5 million of strategic review expenses during the quarter.
ProPetro reported third quarter 2026 revenue of $355 million, up 16% from $306 million in the prior quarter, and net income of $13 million, or $0.09 per diluted share, compared with a net loss of $8 million in the second quarter. Adjusted EBITDA rose to $60 million from $45 million, driven by higher completions utilization and new PROPWR power deployments, while the company narrowed its 2026 PROPWR capital spending guidance.
Revenue was $355 million, up 16% from $306 million in Q2 2026 and up from $294 million in Q3 2025.
Net income was $13 million ($0.09 per diluted share), compared with a net loss of $8 million in Q2 2026.
Adjusted EBITDA was $60 million, up from $45 million in Q2 2026.
2026 PROPWR capital expenditures were narrowed to $400 million to $430 million; total 2026 capital expenditures are expected at $525 million to $575 million.
Core Laboratories reported third quarter 2026 revenue of $132.1 million, up 6% from the prior quarter but down 2% from a year earlier, with GAAP diluted EPS of $0.12 versus $0.31 in the third quarter of 2025. The company expects fourth quarter revenue of $128.5 million to $134.5 million, roughly flat sequentially, and the Board approved a $0.01 per share quarterly dividend. Profit is well below last year's level, and the outlook points to little change in near-term revenue.
Q3 2026 revenue of $132.1 million, up 6% from Q2 2026 and down 2% from $134.5 million in Q3 2025
GAAP diluted EPS of $0.12 versus $0.31 a year earlier; EPS excluding items of $0.16, down 27% year over year
Q4 2026 revenue guidance of $128.5 million to $134.5 million, relatively flat sequentially; Q4 EPS expected at $0.12 to $0.20
Quarterly dividend of $0.01 per share, record date November 9, 2026, payable November 30, 2026
Cimpress plc posted its Q1 Fiscal Year 2027 Quarterly Earnings Document on its website on October 28, 2026, covering the fiscal quarter ended September 30, 2026. The full document is furnished as Exhibit 99.1, but the filing text provided does not include its financial figures, so the results cannot be assessed from this filing alone.
Results cover the fiscal quarter ended September 30, 2026.
The earnings document was posted on October 28, 2026, and furnished as Exhibit 99.1.
The filing text does not state revenue, profit, EPS or guidance figures.
The filing was signed by Sean E. Quinn, Executive Vice President and Chief Financial Officer.
Bel Fuse reported preliminary third quarter 2026 results, with net sales of $220.5 million, up 23.2% from $179.0 million a year earlier, and GAAP net earnings attributable to Bel shareholders of $26.3 million, up from $22.3 million. The company guided fourth quarter 2026 net sales of $220 million to $240 million and gross margin of 40.0% to 42.0%, which gives shareholders a near-term outlook for the business.
Q3 2026 net sales of $220.5 million, up 23.2% from $179.0 million in Q3 2025
GAAP net earnings attributable to Bel shareholders of $26.3 million, or $1.74 per Class A basic share, versus $22.3 million, or $1.68, a year earlier
Q4 2026 guidance: net sales of $220 million to $240 million and gross margin of 40.0% to 42.0%
Nine-month 2026 GAAP net earnings attributable to Bel shareholders were $63.1 million, versus $67.0 million in the same period of 2025, after a $21.2 million redemption value adjustment on noncontrolling interest
Aurora reported third-quarter 2026 revenue of $3 million, up from $1 million a year earlier, while its net loss grew to $234 million from $201 million. The company now expects 2026 revenue of about $9 million because its truck production ramp is about six weeks behind its prior plan, which affects the timing of its revenue growth.
Q3 2026 revenue $3 million vs. $1 million in Q3 2025; net loss $234 million vs. $201 million; loss per share $0.12 vs. $0.11
Company now expects 2026 revenue of approximately $9 million, citing a production ramp about six weeks behind its prior plan
Operating cash use about $170 million in Q3 2026; expects cash use of about $250 million in Q4 2026; over $1 billion in cash and short-term investments at quarter end
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.