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).
First Northern Community Bancorp reported third-quarter 2026 net income of $6.2 million, or $0.38 per diluted share, up from $6.0 million, or $0.36 per diluted share, a year earlier. Net income for the nine months rose 11.1% to $16.8 million, or $1.02 per diluted share, and net interest income grew 14.95% year over year, which points to stronger core earnings for shareholders.
Q3 2026 net income of $6.2 million, or $0.38 per diluted share, versus $6.0 million, or $0.36, in Q3 2025
Net interest income of $19.4 million, up 14.95% from Q3 2025; no provision for credit losses in Q3 2026
Total deposits of $1.76 billion, up $74.1 million (4.4%), and total net loans of $1.13 billion, up 7.4%, from September 30, 2025
Core banking system upgrade completed October 13, 2026; additional costs expected in the fourth quarter
Alliant Energy reported third-quarter 2026 GAAP earnings per share of $1.52, up from $1.09 in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings guidance, initiated 2027 guidance, and increased its four-year capital expenditure forecast to $15.9 billion.
Q3 2026 GAAP EPS was $1.52 compared to $1.09 in Q3 2025.
2026 ongoing EPS guidance narrowed to $3.41 - $3.46 per share.
2027 EPS guidance set at $3.63 - $3.73 per share with a dividend target of $2.25 per share.
Capital expenditures for 2027 through 2030 increased to $15.9 billion.
Koss Corporation reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026. Net sales fell 24.0% year over year and the company posted a net loss of $234,168, compared with net income of $243,729 a year earlier, so shareholders face a weaker quarter on both revenue and profit.
Net sales were $3,094,078, down $976,700 or 24.0% from $4,070,778 a year earlier, with management citing a significant Education customer custom order from the prior year that did not recur.
Net loss was $234,168 versus net income of $243,729 in the prior-year quarter; basic and diluted loss per share was $0.02 compared with earnings of $0.03.
Gross margin declined 50 basis points to 39.5% from 40.0%, as fixed manufacturing overhead absorption on lower sales offset benefits from direct-to-consumer sales and a $76,000 tariff refund.
Direct-to-consumer sales represented approximately 37% of total turnover, per management.
Rocket Companies reported third-quarter 2026 results on October 29, 2026, with GAAP net income of $709 million, compared with a net loss of $124 million in the same quarter of 2025. Adjusted revenue rose to $2.57 billion from $1.87 billion, and the company gave a fourth-quarter 2026 adjusted revenue outlook of $2.1 billion to $2.3 billion, which is below the third-quarter adjusted figure.
GAAP diluted EPS was $0.25 in Q3 2026 versus a loss of $0.06 in Q3 2025; adjusted diluted EPS was $0.15 versus $0.07.
Adjusted EBITDA was $748 million, up from $349 million a year earlier.
GAAP results include a $710 million favorable change in the fair value of mortgage servicing rights (net of hedges), which the company excludes from adjusted revenue.
For Q4 2026, the company expects adjusted revenue between $2.1 billion and $2.3 billion; total liquidity was $11.4 billion as of September 30, 2026.
AptarGroup reported third-quarter 2026 sales up 6% to $1.02 billion, but reported diluted EPS fell to $0.51 from $1.92 after a $61.2 million pre-tax loss tied to deconsolidating its Russian subsidiary. Adjusted EPS was $1.52, down from $1.62 a year earlier, and the company guided fourth-quarter adjusted EPS to $1.39 to $1.47 while raising its quarterly dividend to $0.50 from $0.48.
Reported sales rose 6% to $1.02 billion; core sales rose 5% in the quarter.
Reported diluted EPS was $0.51 versus $1.92 a year earlier; the Russia deconsolidation cost $0.94 per diluted share after tax.
Adjusted EPS was $1.52 versus $1.62 in the prior year period; Q4 2026 adjusted EPS guidance is $1.39 to $1.47.
Board approved a quarterly dividend increase from $0.48 to $0.50, payable December 3, 2026; Q3 buybacks totaled about 234 thousand shares for $30 million.
Minerals Technologies reported third-quarter 2026 net sales of $555 million, up 4% from a year earlier, and earnings per share of $1.37, unchanged from the prior year. Excluding special items, EPS was $1.53 versus $1.55, and the company said it remains on track for mid-single-digit revenue growth for the full year. The company also raised its quarterly dividend 8% to $0.13 per share.
Third-quarter net sales were $555 million, up 4% year over year; reported operating income was $65 million versus $71 million a year earlier.
Consumer & Specialties segment operating income fell 34% to $25 million, driven by higher energy, transportation and raw material costs not fully recovered within the quarter.
On October 13, 2026, the company completed a $400 million private offering of 7.5% senior notes due 2032 and raised its revolving credit facility to $500 million.
The quarterly dividend rises to $0.13 per share, payable December 3, 2026, to holders of record on November 5, 2026.
Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.
Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.
W&T Offshore reported third quarter 2026 results, with revenue of $167.1 million, up 31% from a year earlier, and a net loss of $13.6 million, or $(0.09) per diluted share, compared with a net loss of $71.5 million a year earlier. Adjusted EBITDA rose 30% year over year to $51.1 million, but it fell 10% from the second quarter, and the company swung from second-quarter net income of $12.6 million to a loss. The company also declared a $0.01 per share dividend for the fourth quarter and converted its credit facility to a reserve-based structure with a potential commitment increase from $50 million to $100 million.
Third quarter revenue $167.1 million, up 31% year over year and 3% from the second quarter; net loss $13.6 million versus $71.5 million a year earlier
Adjusted EBITDA $51.1 million, up 30% year over year but down 10% from $56.6 million in the second quarter
Production averaged 38.2 thousand barrels of oil equivalent per day, up 7% year over year; fourth quarter dividend of $0.01 per share payable November 19, 2026
On October 1, 2026, the credit facility was converted to a reserve-based lending structure with a $50.0 million borrowing base and up to $100.0 million in maximum commitments; annual restricted payments capacity rose to $15.0 million
Covenant Logistics Group reported third-quarter 2026 results with total revenue of $353.9 million, up 19.2% from a year earlier, and diluted earnings per share of $0.40 versus $0.35. Adjusted diluted EPS, a non-GAAP measure, was $0.50 versus $0.44, and the company said it expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
Total revenue was $353.9 million versus $296.9 million in the third quarter of 2025; operating income was $12.5 million versus $7.9 million.
Net income was $10.7 million, or $0.40 per diluted share, compared with $9.1 million, or $0.35, a year earlier.
Net indebtedness fell $12.4 million to about $283.9 million from December 31, 2025.
Management expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
MasTec reported record third quarter 2026 revenue of $5.2 billion and Adjusted EBITDA of $486.4 million, driven by strong growth in its Power Delivery segment. The company updated its full-year 2026 financial guidance, reflecting project timing shifts and customer spending deferrals in its Communications segment. Total 18-month backlog reached a record $24.5 billion, supported by recent acquisitions and utility infrastructure demand.
Third quarter 2026 revenue reached a record $5.2 billion, up 30% year-over-year.
GAAP net income for the third quarter was $167.7 million, with diluted EPS of $1.89 and adjusted diluted EPS of $2.96.
Full year 2026 diluted EPS guidance was updated to a range of $5.69 to $6.01, and adjusted diluted EPS guidance to a range of $8.92 to $9.30.
Record 18-month backlog stood at $24.5 billion as of September 30, 2026, an increase of $7.8 billion year-over-year.
Atomera reported third-quarter 2026 results with no revenue, down from $11 thousand a year earlier and $158 thousand in the prior quarter. The net loss widened to $6.0 million from $5.6 million, though the loss per share improved to $0.15 from $0.17 on a higher share count. Cash, cash equivalents and short-term investments rose to $34.8 million as of September 30, 2026, from $19.2 million at December 31, 2025.
Q3 2026 revenue was $0 versus $11 thousand in Q3 2025 and $158 thousand in Q2 2026.
Net loss was $6.0 million, or $0.15 per share, versus $5.6 million, or $0.17 per share, in Q3 2025.
Adjusted EBITDA loss was $4.6 million versus $4.4 million a year earlier.
Cash and short-term investments totaled $34.8 million at September 30, 2026; shares outstanding were 39.1 million.
Jack Henry & Associates announced that its deconversion revenue for the fiscal first quarter ended September 30, 2026, was $17.9 million. Based on these results, the company estimates fiscal year 2027 deconversion revenue at $30.0 million. This revenue is largely driven by client acquisitions resulting in contract terminations and is excluded from non-GAAP revenue.
Fiscal first quarter ended September 30, 2026, deconversion revenue was $17.9 million.
Deconversion revenue estimate for fiscal year 2027 is $30.0 million.
Deconversion revenue is excluded from non-GAAP revenue reported in earnings releases.
Federated Hermes reported third quarter 2026 earnings per diluted share of $1.50, up from $1.34 a year earlier, on revenue of $507.3 million, up 8%. Equity assets reached a record $110.5 billion, and the board declared a $0.38 per share dividend, but total managed assets fell 3% from June 30, 2026.
Q3 2026 net income was $111.9 million, compared with $104.1 million in Q3 2025.
Revenue rose $37.9 million, or 8%, year over year, helped by higher average equity assets and the Q2 2026 acquisition of FCP Fund Manager, L.P.
Total managed assets were $884.4 billion at Sept. 30, 2026, down $27.2 billion or 3% from June 30, 2026.
The board declared a $0.38 per share dividend, payable Nov. 13, 2026 to shareholders of record as of Nov. 6, 2026.
Stablecoin Development Corp (SDEV) reported third-quarter net income of $50.4 million, or $0.23 per share, driven mainly by a $58.8 million non-cash unrealized gain on its SKY token holdings. The company's SKY value has since fallen about 13%, and it sold shares through its at-the-market program for about $45.9 million in net proceeds after quarter end, which adds dilution for existing shareholders.
Q3 net income of $50.4 million, or $0.23 per basic and diluted share, driven by a $58.8 million non-cash unrealized gain as SKY price rose about 49%
Q3 staking revenue of $2.1 million against general and administrative expenses of $5.0 million, including $3.3 million of non-cash stock-based compensation
SKY price fell from $0.07764 at September 30, 2026 to $0.06761 at October 26, 2026; holdings of approximately 2.33 billion tokens were valued at about $157.6 million
Shares sold under the ATM Program from quarter end through October 26, 2026 totaled 15,801,547 for about $45.9 million in net proceeds
Quaker Chemical reported third-quarter 2026 results, with net sales of $544.5 million, up 10% from $493.8 million a year earlier, driven mainly by higher selling prices and new business wins. GAAP net income was $30.0 million, or $1.73 per diluted share, slightly below $30.5 million, or $1.75, in the prior-year quarter, while non-GAAP EPS rose to $2.39 from $2.08. Management expects fourth-quarter revenue and adjusted EBITDA to rise year over year but fall from the third-quarter level.
Net sales were $544.5 million, up 10% year over year; selling price and product mix contributed 7 points and sales volumes 3 points.
GAAP net income was $30.0 million, or $1.73 per diluted share, versus $30.5 million, or $1.75, in Q3 2025.
Non-GAAP EPS was $2.39 versus $2.08; adjusted EBITDA was $89.8 million, up about 8%.
For Q4 2026, management expects revenue and adjusted EBITDA to improve year over year but decline sequentially; it expects raw material costs to stay elevated through year-end.
PennyMac Mortgage Investment Trust reported a third-quarter 2026 net loss attributable to common shareholders of $36 million, or $(0.41) per share, compared with $20 million of net income in the prior quarter. The board also raised its share repurchase authorization from $500 million to $630 million, and CEO David Spector said the company expects to reduce its dividend in favor of buybacks; CFO Daniel Perotti will be succeeded by Kevin Ryan on January 1, 2027.
Q3 2026 net loss attributable to common shareholders was $36 million, or $(0.41) per share, versus net income of $20 million in Q2 2026 and $48 million in Q3 2025.
Adjusted EPS was $0.35, up from $0.25 in Q2 2026 but down from $0.37 in Q3 2025.
Book value per share was $14.03 at September 30, 2026, down from $14.83 at the prior quarter end.
Kevin Ryan will become CFO on January 1, 2027; Daniel Perotti resigns as CFO effective December 31, 2026 and will serve in an advisory role. The board raised the buyback authorization to $630 million on October 26, 2026.
Cherry Hill Mortgage Investment Corporation reported a GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per share, for the quarter ended September 30, 2026, compared with net income of $1.3 million, or $0.04 per share, in the prior quarter. Earnings available for distribution fell slightly to $5.2 million, or $0.14 per diluted share, and book value per share was $2.73, while the company's pending merger with TPG Mortgage Investment Trust continues and no earnings call will be held.
GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per diluted share, for Q3 2026, versus net income of $1.3 million, or $0.04 per diluted share, for Q2 2026
Earnings available for distribution of $5.2 million, or $0.14 per diluted share, versus $5.5 million, or $0.15 per diluted share, in Q2 2026
Common book value per share of $2.73 at September 30, 2026; regular common dividend of $0.10 per share declared, payable October 30, 2026
Merger agreement with TPG Mortgage Investment Trust, announced August 10, 2026, has an implied transaction value of $117.5 million; no webcast or conference call will be held due to the pending deal
Veralto Corporation announced its third quarter 2026 financial results, reporting sales of $1.509 billion and net earnings of $253 million, alongside positive core sales growth. Driven by these performance results and early gains from its cost optimization program, the company raised its full-year 2026 adjusted earnings per share guidance.
Sales increased 7.5% year-over-year to $1,509 million for the third quarter ended October 2, 2026.
Net earnings were $253 million, or $1.03 per diluted common share.
Full-year 2026 adjusted diluted earnings per share guidance was raised to a range of $4.49 to $4.52.
The company deployed $1.1 billion on four strategic acquisitions and repurchased $550 million of shares year-to-date.
OFS Capital Corporation reported a third quarter 2026 loss of $0.86 per common share, compared with earnings of $0.42 per share in the prior quarter, and net investment income fell to $0.05 per share from $0.08. Net asset value per share dropped from $8.41 to $7.38, mainly due to a $0.89 per share net loss on investments and a $0.17 quarterly distribution that exceeded net investment income. A lawsuit filed October 26, 2026 by Pfanstiehl Holdings challenges the October 5 transaction that moved a stake in Pfanstiehl out of a wholly owned subsidiary, and seeks to unwind it.
Net investment income was $0.05 per share for the quarter ended September 30, 2026, down from $0.08 in the quarter ended June 30, 2026
Loss per share was $0.86 for the quarter, versus earnings of $0.42 per share in the prior quarter
Net asset value per share fell to $7.38 as of September 30, 2026, from $8.41 as of June 30, 2026
The board declared a fourth quarter 2026 distribution of $0.17 per share, payable January 7, 2027 to holders of record as of December 18, 2026
Rhinebeck Bancorp reported third-quarter 2026 net income of $3.2 million, or $0.21 per diluted share, up 17.0% from $2.7 million a year earlier. The gain was driven mainly by higher net interest income, partly offset by higher non-interest expense, and follows the July 21, 2026 second-step conversion that raised $88.8 million in gross proceeds.
Q3 2026 net income $3.2 million ($0.21 per diluted share) vs. $2.7 million ($0.18) in Q3 2025
Net interest income rose 8.1% to $13.0 million; net interest margin fell 14 basis points to 3.79%
Nine-month net income of $8.0 million, up 3.6% from the same period in 2025
Second-step conversion completed July 21, 2026; stockholders' equity rose to $220.8 million
Silgan reported third-quarter 2026 net sales of $2.04 billion, up 2%, but GAAP net income fell to $105.0 million, or $0.99 per diluted share, from $113.3 million, or $1.06, a year earlier. Adjusted EPS rose to $1.31 from $1.22, and the company narrowed its 2026 adjusted EPS estimate to $3.83 to $3.93 from $3.73 to $3.93, which raises the midpoint.
Net sales were $2.04 billion, up $31.5 million or 2%, mainly from passing through higher raw material costs to customers.
GAAP net income was $105.0 million ($0.99 per diluted share) versus $113.3 million ($1.06) in Q3 2025; EBIT was $191.7 million, down $7.0 million.
Adjusted EPS was $1.31 versus $1.22; the 2026 adjusted EPS estimate was revised to $3.83 to $3.93 from $3.73 to $3.93.
Q4 2026 adjusted EPS is estimated at $0.76 to $0.86; 2026 free cash flow is still expected to be approximately $450 million.
Pebblebrook Hotel Trust reported a third-quarter 2026 net loss of $54.6 million, compared with a $32.4 million loss a year earlier, after $77.3 million of non-cash impairment charges. Adjusted FFO per diluted share rose to $0.63 from $0.51, and the company raised its full-year Adjusted EBITDAre outlook by $16.3 million at the midpoint, while its full-year net loss outlook changed to ($60.5) to ($56.5) million.
Q3 Same-Property RevPAR rose 8.3% and Same-Property Total Revenues rose 6.9% to $400.6 million.
Q3 Adjusted FFO per diluted share was $0.63 versus $0.51 a year earlier; Adjusted EBITDAre was $107.9 million.
Full-year 2026 Adjusted EBITDAre outlook is $363.3 million to $367.3 million, and Adjusted FFO per diluted share outlook is $1.88 to $1.92.
The company sold The Hotel Zags in Portland for $10.0 million on October 8, 2026, and repurchased 1.2 million common shares for $20.9 million in Q3.
Virginia National Bankshares reported third quarter 2026 net income of $6.6 million, or $1.20 per diluted share, up from $4.6 million, or $0.84, a year earlier, and nine-month net income of $20.8 million, or $3.82 per diluted share, compared with $13.3 million, or $2.45, for the same period of 2025. The company attributed the quarterly increase mainly to higher loan yields, lower cost of funds and a bank owned life insurance payout following a former employee's death. Book value per share rose to $35.01 from $32.89 a year earlier.
Q3 2026 net income of $6.6 million, or $1.20 per diluted share, versus $4.6 million, or $0.84, in Q3 2025
Nine-month 2026 net income of $20.8 million, or $3.82 per diluted share, versus $13.3 million, or $2.45, in 2025
Net interest margin (FTE) of 3.73% for Q3 2026 versus 3.43%; bank owned life insurance payout cited as a driver
Strattec reported fiscal first-quarter 2027 results for the period ended September 27, 2026. Net sales fell to $147.2 million from $152.4 million, and net income attributable to Strattec fell to $4.8 million from $8.5 million, so both sales and profit declined from the prior-year quarter. The company said it had no debt and $111.8 million in cash at quarter end, and it repurchased shares for $5.0 million.
Net sales were $147.2 million, down $5.2 million or 3% from $152.4 million a year earlier.
Diluted EPS was $1.19 versus $2.07; adjusted diluted EPS was $1.85 versus $2.22.
Adjusted EBITDA was $13.5 million, or 9.2% of net sales, versus $15.6 million, or 10.2%.
Business development expenses of $2.4 million were incurred while the company evaluated acquisition opportunities.
Hercules Capital reported third-quarter 2026 results, with total investment income up 1.5% year-over-year to $140.1 million, but net investment income fell to $87.3 million, or $0.47 per share, from $88.6 million, or $0.49 per share, a year earlier. The company attributed the NII decline mainly to lower early loan repayments and higher interest expense, and it declared a $0.47 per share third-quarter distribution payable November 17, 2026. Nine-month total investment income and NII both reached records, at $430.8 million and $268.4 million.
Q3 2026 NII was $87.3 million, or $0.47 per share, versus $88.6 million, or $0.49 per share, in Q3 2025.
Total investment income was $140.1 million, up from $138.1 million in Q3 2025.
Board declared a $0.47 per share distribution with an ex-dividend and record date of November 10, 2026, payable November 17, 2026.
Net asset value per share was $12.26, up 0.9% from Q2 2026; year-to-date new commitments were $3.44 billion, up 20.0%.
Universal Logistics Holdings reported third-quarter 2026 operating revenues of $394.0 million, down from $396.8 million a year earlier, and net income of $18.1 million, or $0.69 per diluted share, compared with a net loss of $117.9 million last year that included $124.4 million in non-cash impairment charges. The board also declared a quarterly dividend of $0.105 per share, payable January 6, 2027, and the company extended its revolving credit facility through September 30, 2029.
Q3 2026 operating revenues of $394.0 million vs. $396.8 million in Q3 2025; income from operations of $32.8 million vs. a loss of $117.4 million
Diluted EPS of $0.69 vs. a loss of $4.48 a year earlier; prior-year results included $124.4 million in impairment charges
Revolving credit facility reduced from $500.0 million to $350.0 million and extended to September 30, 2029; Debt - net of $678.1 million at October 3, 2026
Cash dividend of $0.105 per share, record date December 1, 2026, payable January 6, 2027
COPT Defense Properties reported unaudited results for the quarter ended September 30, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K dated October 29, 2026. Headline measures rose from a year earlier, with quarterly net income up to $49.8 million from $43.7 million and diluted EPS at $0.41 versus $0.37. Nine-month net income was $138.5 million, compared with $120.1 million in the same period of 2025.
Q3 2026 net income was $49.8 million, versus $43.7 million for Q3 2025.
Diluted EPS was $0.41 versus $0.37; FFO per diluted share was $0.71 versus $0.69.
Total revenues were $208.8 million, up from $188.8 million; diluted AFFO was $65.4 million versus $63.3 million.
Silvercrest reported third-quarter 2026 revenue of $32.7 million, up 4.5% from a year earlier, and GAAP basic and diluted EPS of $0.08, up from $0.07. Adjusted EPS fell to $0.16 from $0.19, and discretionary assets under management declined to $23.8 billion at September 30, 2026, after weaker markets. For the nine months, revenue rose 1.6% but net income attributable to Silvercrest fell to $1.1 million from $5.0 million, so shareholders see higher sales alongside lower profit.
Q3 2026 revenue $32.7 million vs. $31.3 million in Q3 2025; Q3 adjusted EBITDA $4.4 million vs. $4.5 million
Q3 GAAP diluted EPS $0.08 vs. $0.07; adjusted diluted EPS $0.16 vs. $0.19
Nine-month net income attributable to Silvercrest $1.1 million vs. $5.0 million; nine-month adjusted EBITDA $11.6 million vs. $16.8 million
Discretionary AUM $23.8 billion at September 30, 2026, down from $24.3 billion a year earlier; quarterly dividend of $0.21 per Class A share payable December 18, 2026
Asure Software reported third-quarter 2026 revenue of $40.0 million, up 10% year over year, and a net loss of $0.6 million compared with $5.4 million a year earlier. The company also issued fourth-quarter 2026, full-year 2026 and full-year 2027 revenue guidance, which includes a payroll processing business it acquired in October 2026 for $26.5 million.
Q3 2026 revenue of $40.0 million, up 10% from $36.3 million; recurring revenue of $36.9 million, up 16%
Net loss of $0.6 million, or $(0.02) per share, versus a net loss of $5.4 million, or $(0.19) per share, a year earlier
Adjusted EBITDA of $10.5 million versus $8.1 million in the prior-year quarter
Guidance: FY-2026 revenue of $162.0 million to $164.0 million; FY-2027 revenue of $183.0 million to $187.0 million
Alphatec reported third-quarter 2026 revenue of $221 million, up 13% year-over-year, with a GAAP net loss of $5 million versus $29 million a year earlier. CEO Pat Miles said revenue fell short of the company's expectations, mainly due to lower biologics attachment, while surgical hardware and case volumes grew. The company now expects full-year 2026 total revenue of approximately $862 million and adjusted EBITDA of approximately $137 million.
Total revenue $221 million, up 13% year-over-year; surgical revenue $202 million, up 14%
GAAP net loss $5 million versus $29 million a year earlier; non-GAAP net income $15 million
Innovex International reported third-quarter 2026 revenue of $265 million, up 10% from a year earlier, and Adjusted EBITDA of $55 million, up from $44 million. Net income fell to $26 million from $39 million a year earlier, and diluted EPS was $0.37 versus $0.57, so shareholders see higher sales alongside lower GAAP profit. The company also guided fourth-quarter 2026 revenue to $260 million to $270 million and Adjusted EBITDA to $53 million to $58 million.
Q3 2026 revenue was $265 million, up 8% from Q2 2026 and up 10% from Q3 2025.
Net income was $26 million versus $39 million in Q3 2025; diluted EPS was $0.37 versus $0.57.
Income from operations was $32 million, down from $62 million a year earlier.
Q4 2026 guidance: revenue of $260 million to $270 million and Adjusted EBITDA of $53 million to $58 million.
CNO Financial Group reported third quarter 2026 net income of $161 million, or $1.71 per diluted share, up from $23.1 million, or $0.24, a year earlier. The company raised its full-year 2026 operating EPS guidance, with the midpoint up 9% from prior guidance. Total revenues fell to $1,086.0 million from $1,188.7 million, and $44.9 million of favorable significant items from the annual actuarial review boosted results.
Net operating income was $179.1 million, or $1.90 per diluted share, up 47% from $1.29 in 3Q25.
2026 operating EPS guidance midpoint raised 9% from prior guidance.
Total revenues were $1,086.0 million, compared with $1,188.7 million in 3Q25.
Significant items from the comprehensive annual actuarial review added $44.9 million, or $0.48 per diluted share, to 3Q26 results.
Erie Indemnity reported third quarter 2026 net income of $182.0 million, or $3.48 per diluted share, compared with $182.9 million, or $3.50 per diluted share, in the third quarter of 2025. For the first nine months of 2026, net income rose to $512.8 million, or $9.80 per diluted share, from $496.0 million, or $9.48 per diluted share, a year earlier.
Q3 2026 total operating revenue was $1,069.9 million, up from $1,066.7 million in Q3 2025.
Q3 2026 income before income taxes was $232.8 million, essentially unchanged from $232.8 million in Q3 2025.
Nine-month 2026 net income was $512.8 million, or $9.80 per diluted share, versus $496.0 million, or $9.48 per diluted share, in the first nine months of 2025.
Class A dividend declared was $1.4625 per share for Q3 2026, up from $1.365 per share in Q3 2025.
Invesco Mortgage Capital reported a net loss attributable to common stockholders of $98.8 million, or $0.92 per share, for the quarter ended September 30, 2026, compared with net income of $31.8 million, or $0.34 per share, in the second quarter. Book value per common share fell 16.1% to $6.74 from $8.03 at June 30, 2026, and the economic return for the quarter was (11.6)%, which reduces the value shareholders hold in the company's common stock.
Net loss attributable to common stockholders of $98.8 million, or $0.92 per share, versus net income of $31.8 million, or $0.34 per share, in Q2 2026.
Book value per common share of $6.74 as of September 30, 2026, versus $8.03 as of June 30, 2026; economic return of (11.6)% for the quarter.
Monthly common stock dividends totaled $0.36 per share, unchanged from Q2 2026.
Earnings available for distribution of $0.47 per share, versus $0.50 in Q2 2026 (non-GAAP measure).
Mohawk Industries reported third-quarter 2026 net sales of $2.8 billion, up about 1%, with adjusted EPS of $2.72, up about 2%, while adjusted volumes fell about 4%. The Board also approved a new $500 million share repurchase program, and the company guided to Q4 2026 adjusted EPS of $1.35 to $1.45.
Q3 2026 net sales were $2.8 billion, up about 1%, and about flat on an adjusted basis; adjusted volumes declined about 4%.
Diluted EPS was $2.72 versus $1.75 a year earlier; adjusted EPS was $2.72, up about 2% from $2.67.
The Board approved a new share repurchase program of up to $500 million on October 26, 2026, following the prior $500 million authorization approved in July 2025.
Q4 2026 adjusted EPS is expected in the range of $1.35 to $1.45, with low single-digit growth in adjusted net sales.
Eastman Chemical reported third-quarter 2026 sales of $2,385 million, up from $2,202 million, and diluted EPS of $2.19 versus $0.60 a year earlier. The company projects full-year 2026 adjusted EPS of $6.00 to $6.20 and operating cash flow of about $850 million, while operating cash flow in the quarter fell to $290 million from $402 million.
Q3 2026 sales of $2,385 million, up 8% from $2,202 million, driven mainly by 7% higher selling prices
Diluted EPS of $2.19 vs. $0.60; adjusted diluted EPS of $1.84 vs. $1.14
Full-year 2026 outlook: adjusted EPS of $6.00 to $6.20 and operating cash flow of approximately $850 million
Operating cash flow was $290 million in Q3 2026 vs. $402 million in Q3 2025; the company announced reinstatement of a $375 million U.S. DOE award
Arthur J. Gallagher & Co. reported its financial results for the third quarter ended September 30, 2026, showcasing revenue and net earnings growth across its brokerage and risk management segments. The company also disclosed share repurchased amounts and debt totals for the period, providing insight into its ongoing operational and capital allocation activities.
Total company reported revenues before reimbursements were $3,930 million for the third quarter of 2026 compared to $3,325 million for the third quarter of 2025.
Reported net earnings for the third quarter of 2026 were $406 million, or $1.55 per diluted share.
During the third quarter of 2026, the company repurchased approximately 0.4 million shares of its common stock for approximately $100 million.
As of September 30, 2026, the company had $9,550 million of borrowings from public debt, $2,683 million from private placements, and $630 million under its line of credit facility.
Ingersoll Rand reported third-quarter 2026 financial results with reported revenues of $2.065 billion and net income attributable to the company of $670 million. The company also updated its full-year 2026 guidance, expecting revenue growth of 5.5% to 7.0%.
Reported orders of $2,345 million, up 21% year over year.
Reported revenues of $2,065 million, up 6% year over year.
Adjusted net income attributable to Ingersoll Rand Inc. of $415 million, or $1.07 per share.
The Board authorized a $2 billion increase to the share repurchase program.
The RealReal reported third quarter 2026 total revenue of $206 million, up 19% from the prior-year quarter, and net income of $16 million, compared with a net loss of $54 million a year earlier. The company also raised its full-year 2026 outlook, with total revenue now guided to $806 million to $810 million, which signals improved expectations for shareholders.
Q3 2026 GMV was $642 million, up 23%, and total revenue was $206 million, up 19%.
Net income was $16 million, including a $21.2 million non-cash gain from the change in fair value of warrant liability; GAAP diluted net loss per share was $(0.04).
Full-year 2026 guidance: total revenue of $806 million to $810 million and Adjusted EBITDA of $71.1 million to $72.6 million.
Adjusted EBITDA margin was 8.3%, up 290 basis points from 5.4% a year earlier.
DXC Technology reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with revenue of $3.03 billion, down 4.0% year over year, and non-GAAP diluted earnings per share of $0.67, down 20.2%. GAAP diluted EPS was $0.15, compared with $0.20 a year earlier, and bookings of $2.4 billion fell 10%. The company also acknowledged ongoing discussions about a possible sale of its insurance business, while the filing gives full-year fiscal 2027 revenue guidance of $11.91 billion to $11.98 billion.
Q2 FY27 total revenue was $3.03 billion, down 4.0% year over year; GIS revenue fell 10.0% and CES fell 3.3%
Non-GAAP diluted EPS was $0.67, down 20.2%; GAAP diluted EPS was $0.15 versus $0.20 a year earlier
Adjusted EBIT margin was 6.2%, and free cash flow for the first half of FY27 was $405 million, compared with $337 million last year
DXC acknowledged ongoing discussions regarding a possible sale of its insurance business; FY27 non-GAAP diluted EPS guidance is $2.25 to $2.50
Digital Realty Trust reported its third quarter 2026 financial results, highlighting net income available to common stockholders of $0.48 per share and core funds from operations of $2.10 per share. The company also raised its full-year 2026 core FFO per share outlook to a range of $8.30 to $8.35. Total bookings reached a record level during the quarter, generating $855 million in annualized GAAP base rent at 100% share.
Net income available to common stockholders was $0.48 per share for the third quarter of 2026.
Core FFO per share (excluding net promote) was $2.10 for the third quarter of 2026.
Total bookings reached a record $855 million of annualized GAAP base rent at 100% share.
Full-year 2026 Core FFO per share outlook was raised to $8.30 - $8.35.
AXT reported third-quarter 2026 revenue of $73.4 million, up from $47.6 million in the second quarter and $28.0 million a year earlier. GAAP net income attributable to AXT was $25.7 million, or $0.39 per diluted share, compared with a net loss of $1.9 million, or $0.04 per share, in the third quarter of 2025. For shareholders, the filing shows a large year-over-year swing from loss to profit on much higher sales.
Q3 2026 revenue was $73.4 million, up 54 percent from Q2 2026 and 162 percent from Q3 2025, per CEO Morris Young.
GAAP gross margin was 56.0 percent, compared with 44.9 percent in Q2 2026 and 22.3 percent in Q3 2025.
Non-GAAP net income was $26.8 million, or $0.41 per share, excluding stock-based compensation.
Cash and cash equivalents were $485.5 million at September 30, 2026, versus $120.3 million at December 31, 2025.
ACCO Brands reported third-quarter 2026 net sales of $380.3 million, down 0.9 percent from a year earlier, while operating income rose 16.5 percent to $30.3 million and adjusted EPS rose to $0.28 from $0.21. Net tariff refunds of $0.11 per diluted share contributed to the profit gain, and the company raised its full-year 2026 outlook to reflect the refunds and the Trust acquisition, which closed on October 1, 2026.
Q3 net sales were $380.3 million, down 0.9 percent, with comparable sales down 6.2 percent
Diluted EPS was $0.12 versus $0.04 a year earlier; adjusted EPS was $0.28 versus $0.21, including $0.11 per share of net tariff refunds
Full-year 2026 adjusted EPS outlook is $0.98 to $1.02, including $0.12 from the tariff refund
Trust acquisition closed October 1, 2026; consolidated leverage ratio was 3.6x at September 30, 2026
Covista reported first quarter fiscal 2027 revenue of $511.5 million, up 10.7% year over year, and diluted earnings per share of $1.95 versus $1.67 a year earlier. The company raised its fiscal 2027 revenue and adjusted EPS guidance, and CFO Robert Phelan announced a planned retirement that takes effect once a successor is named.
Revenue of $511.5 million, up 10.7% year over year; total enrollment of 104,713, up 7.6%
Diluted EPS $1.95 vs. $1.67 prior year; adjusted EPS $2.19 vs. $1.75
Fiscal 2027 adjusted EPS guidance raised to $9.00 to $9.20 from $8.90 to $9.15; revenue guidance raised to $2,060 million to $2,095 million
CFO Robert Phelan plans to retire and will serve until a successor is named; an active search is underway
Miami International Holdings (MIAX) reported third-quarter 2026 results, with net revenue up 20% to $131.0 million and net income of $52.5 million, compared with a net loss of $102.1 million a year earlier. The company also lowered its 2026 adjusted operating expense guidance to $254 million to $257 million, from $260 million to $270 million, which lowers expected costs for shareholders.
Net revenue rose 20%, or $21.5 million, to $131.0 million, driven mainly by the options business
GAAP net income was $52.5 million versus a net loss of $102.1 million; diluted EPS was $0.47 versus $(1.46)
Adjusted EBITDA rose 47% to $70.8 million, with margin at 54% versus 44%
2026 adjusted operating expense guidance lowered to $254 million to $257 million from $260 million to $270 million
Tejon Ranch announced it will release its third quarter 2026 operating and financial results before the market opens on November 5, 2026, and host a conference call the same day at 5:00 p.m. Eastern Time. The filing is a scheduling notice only and contains no financial results, so it does not indicate the direction of performance.
Third quarter 2026 results release: before market open on November 5, 2026
Conference call: November 5, 2026 at 5:00 p.m. Eastern Time, with President and CEO Matthew H. Walker and CFO Robert D. Velasquez
Investors can e-mail questions to IR@tejonranch.com by 2:00 p.m. ET on November 5, 2026
PCB Bancorp reported unaudited third-quarter 2026 net income available to common shareholders of $12.1 million, or $0.85 per diluted share, up from $10.4 million, or $0.73, in the prior quarter and $11.3 million, or $0.78, a year earlier. The company also declared a quarterly cash dividend of $0.22 per common share, payable November 20, 2026, to shareholders of record on November 13, 2026. Loans held-for-investment fell 3.0% from the prior quarter to $2.84 billion, which management said reflected the reduction of certain large commercial lending relationships.
Net income available to common shareholders was $12.1 million for Q3 2026, compared with $10.4 million in Q2 2026 and $11.3 million in Q3 2025.
Diluted EPS was $0.85, compared with $0.73 in Q2 2026 and $0.78 in Q3 2025.
Net interest margin was 3.35%, up from 3.33% in Q2 2026; total deposits rose 5.3% in the quarter to $3.08 billion.
Board declared a quarterly cash dividend of $0.22 per common share, payable on or about November 20, 2026.
Penumbra reported third quarter 2026 revenue of $410.1 million, representing a 15.6% increase compared to the third quarter of 2025. Net income for the quarter was $42.3 million, down from $45.9 million in the prior year period. Due to the pending acquisition by Boston Scientific Corporation, the company did not provide full-year 2026 financial guidance.
Revenue reached $410.1 million in the third quarter of 2026, up 15.6% year-over-year.
Global thrombectomy revenue grew 18.1% to $279.2 million for the quarter ended September 30, 2026.
Net income for the third quarter of 2026 was $42.3 million, yielding diluted net income per share of $1.07.
Operating expenses totaled $229.6 million, including $7.1 million in acquisition-related expenses tied to the pending Boston Scientific transaction.
Sandisk reported fiscal first quarter revenue of $11.0 billion and GAAP net income of $8.1 billion, driven by strong demand in its data center business. The company also announced an eight-for-one forward stock split effective November 19, 2026, and provided second-quarter revenue guidance between $12.2 billion and $12.6 billion.
Fiscal first quarter revenue reached $11.0 billion, up 23% sequentially.
GAAP net income was $8.1 billion, or $52.60 per diluted share.
Returned $5.0 billion to stockholders through the repurchase of 3.2 million shares.
Announced an eight-for-one forward stock split effective for stockholders of record as of November 9, 2026.
Floor & Decor reported third-quarter fiscal 2026 net sales of $1,214.6 million, up 3.0%, and diluted EPS of $0.61, up 15.1%, but comparable store sales declined 1.4%. Adjusted diluted EPS for the first 39 weeks fell 0.6% to $1.55 after excluding one-time tariff refunds, and the company issued fiscal 2026 guidance that includes a 53rd week. The filing also discloses board changes: Chair Thomas Taylor will become non-executive Chair on January 1, 2027, and Lead Director Norman Axelrod will retire at the 2027 annual meeting.
Q3 net sales of $1,214.6 million rose 3.0% from $1,179.5 million; comparable store sales decreased 1.4%.
Q3 diluted EPS of $0.61 rose 15.1% from $0.53; 39-week adjusted diluted EPS of $1.55 fell 0.6% from $1.56.
Fiscal 2026 outlook: net sales of $4,765 million to $4,835 million and diluted EPS of $2.19 to $2.29, including a 53rd week. The filing does not state the prior outlook.
Thomas Taylor moves from Executive Chair to non-executive Chair effective January 1, 2027; Lauren Taylor Wolfe joins the board February 1, 2027.
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