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).
Richmond Mutual Bancorporation reported third quarter 2026 net income of $1.7 million, or $0.11 per diluted share, down from $2.2 million, or $0.22, in the second quarter and $3.6 million, or $0.36, in the third quarter of 2025. The decline was driven mainly by a $6.1 million provision for credit losses and $3.0 million of nonrecurring merger-related expenses, while net interest income rose to $22.8 million after the July 1, 2026 Farmers Bancorp merger.
Net income $1.7 million, or $0.11 diluted EPS, versus $0.22 in Q2 2026 and $0.36 in Q3 2025
Provision for credit losses $6.1 million, compared with $823,000 in Q2 2026
Net interest income rose 89.2% to $22.8 million from $12.1 million in Q2 2026
Merger with Farmers Bancorp completed July 1, 2026; total assets $2.60 billion at September 30, 2026
Pioneer Bancorp reported third quarter 2026 net income of $85,000, or about $0.00 per share, down from $4.3 million, or $0.18 per share, a year earlier. The drop reflects a $6.2 million litigation-related expense tied to agreements in principle to resolve claims by Southwestern Payroll, Granite Solutions and NatPay, while net interest income rose 16.9% to $23.6 million.
Q3 2026 net income was $85,000 versus $4.3 million in Q3 2025; nine-month net income was $8.9 million, or $0.36 per diluted share, versus $16.5 million, or $0.67, a year earlier
Litigation-related expense of $6.2 million was recognized in the quarter; agreements in principle were reached in October 2026, subject to definitive settlement agreements
Net interest income rose $3.4 million, or 16.9%, to $23.6 million, and net interest margin was 4.26%, up 10 basis points
Noninterest expense rose 57.4% to $27.7 million; total deposits reached $2.13 billion, up 22.5% from December 31, 2025
FTI Consulting reported record third-quarter 2026 revenues of $1.013 billion, driven by growth across all five business segments, while net income declined due to a $46.0 million special charge for restructuring. The company reaffirmed its full-year 2026 revenue guidance between $3.940 billion and $4.100 billion while raising its adjusted EPS guidance range to between $9.50 and $10.00. Shareholders also saw share repurchases of 523,588 shares for $79.4 million during the quarter.
Q3 2026 revenues reached a record $1.013 billion, a 5.9% increase compared to $956.2 million in the prior year quarter.
Net income for the quarter was $63.4 million, down from $82.8 million in the prior year quarter, impacted by a $46.0 million special charge.
The company raised its full-year 2026 Adjusted EPS guidance range to between $9.50 and $10.00.
During the quarter, the company repurchased 523,588 shares of common stock at an average price of $151.55 per share for a total cost of $79.4 million.
Bogota Financial Corp. reported third-quarter 2026 net income of $473,000, or $0.04 per share, up slightly from $455,000 a year earlier, and nine-month net income of $1.9 million, or $0.15 per share, up 36% from $1.4 million. Total deposits fell 10.9% to $581.3 million, while non-performing assets rose to $28.3 million from $15.1 million at December 31, 2025, which shareholders may weigh alongside the higher earnings.
Q3 2026 net income of $473,000 ($0.04 per share) versus $455,000 ($0.04 per share) in Q3 2025; nine-month net income of $1.9 million ($0.15 per share) versus $1.4 million ($0.11 per share).
Net interest income rose 13.9% to $12.7 million for the nine months ended September 30, 2026.
Total deposits decreased $71.2 million, or 10.9%, to $581.3 million; FHLB advances rose $47.4 million to $140.7 million.
Non-performing assets increased to $28.3 million from $15.1 million at December 31, 2025; the company completed its stock repurchase program, buying 237,590 shares for $2.1 million.
Standex reported fiscal first-quarter 2027 sales of $232.6 million, up 7.0% from a year earlier, and GAAP diluted EPS of $1.99 versus $1.25. The company raised its fiscal 2027 outlook and authorized a new $100 million share repurchase program, which matters to shareholders because it signals higher expected earnings growth and a larger buyback capacity.
Net sales were $232.6 million, up 7.0% year over year; organic growth was 12.4%
Adjusted diluted EPS was $2.41, up 21.1% from $1.99; GAAP diluted EPS was $1.99 versus $1.25
Fiscal 2027 outlook raised to high-single-digit total sales growth, from mid-to-high single digits, with adjusted EPS now expected to grow high teens
Board authorized up to $100 million in share repurchases on October 27, 2026, replacing the approximately $23.5 million remaining under the prior authorization
Hawthorn Bancshares reported third quarter 2026 net income of $7.1 million, or $1.01 per diluted share, up from $6.1 million and $0.88 a year earlier, though down 3.6% from the prior quarter. The results include the September 3, 2026 acquisition of FSC Bancshares, which added loans and deposits and $2.0 million of acquisition costs. The board also declared a quarterly cash dividend of $0.21 per share.
Q3 2026 net income was $7.1 million, up 15.2% from the prior year quarter and down 3.6% from the prior quarter; diluted EPS was $1.01 versus $0.88 a year earlier.
Adjusted diluted EPS, a non-GAAP measure that excludes acquisition costs, was $1.23 for the quarter.
Loans held for investment rose to $1.69 billion and deposits to $1.79 billion as of September 30, 2026, mainly due to the FSC Bancshares acquisition completed September 3, 2026.
Quarterly cash dividend of $0.21 per common share, payable January 1, 2027 to shareholders of record on December 15, 2026.
Peoples Financial Services Corp. reported unaudited third-quarter 2026 net income of $19.1 million, or $1.90 per diluted share, up from $15.2 million, or $1.51 per diluted share, a year earlier. For the nine months ended September 30, 2026, net income was $48.7 million, or $4.85 per diluted share, compared with $47.2 million, or $4.69 per diluted share, in the same period of 2025, and the company reported higher net interest income and non-interest income.
Q3 2026 net income $19.1 million, or $1.90 per diluted share, versus $15.2 million, or $1.51, in Q3 2025
Nine-month 2026 net income $48.7 million, or $4.85 per diluted share, versus $47.2 million, or $4.69, in 2025
Nonperforming assets were $10.3 million at September 30, 2026, down from $14.7 million at June 30, 2026
Total loans were $4.4 billion and total deposits were $4.7 billion at September 30, 2026
United States Lime & Minerals reported third-quarter 2026 revenue of $106.2 million, up 4.1%, but net income fell 1.9% to $38.0 million, or $1.32 per diluted share, as gross profit declined on higher diesel costs and production inefficiencies at its new Texas kiln. The Board also declared a regular quarterly cash dividend of $0.06 per share. Management expects final commissioning of the new kiln to be completed in the fourth quarter.
Q3 2026 revenue was $106.2 million, up $4.2 million, or 4.1%, from $102.0 million in Q3 2025.
Q3 2026 net income was $38.0 million ($1.32 per diluted share), versus $38.8 million ($1.35 per diluted share) a year earlier.
Gross profit fell 2.7% to $50.8 million, driven mainly by higher transportation and fuel costs and Texas kiln integration inefficiencies.
Quarterly dividend of $0.06 per share is payable December 11, 2026, to holders of record on November 20, 2026.
DoubleVerify reported third-quarter 2026 revenue of $205.6 million, up 9% from a year earlier, and net income of $15.9 million, up from $10.2 million. The company withdrew all previously issued financial outlook and guidance and suspended earnings calls while its pending merger is outstanding, which limits the forward information available to shareholders.
Q3 2026 revenue was $205.6 million, up 9%; activation revenue rose 10% to $117.6 million and measurement revenue rose 8% to $69.1 million.
Net income was $15.9 million, or $0.10 diluted EPS, versus $10.2 million, or $0.06, in Q3 2025; adjusted EBITDA was $75.4 million, a 37% margin.
Stockholders approved the Merger Agreement with Neptune BidCo US Inc. on October 29, 2026, with about 94% of votes cast in favor; the companies expect the deal to close by the first quarter of 2027.
All previously issued financial outlook and guidance were withdrawn, and future earnings calls were suspended for the duration of the pending transactions.
Meridian Corporation reported third quarter 2026 net income of $5.2 million, or $0.43 per diluted share, down 10.3% from the second quarter and from $6.7 million a year earlier. Non-interest income fell 32.2% to $6.7 million, while the company also declared a $0.14 per share quarterly dividend.
Net income was $5.2 million, or $0.43 per diluted share, versus $5.8 million, or $0.48, in the second quarter of 2026 and $6.7 million, or $0.58, in the third quarter of 2025.
Total non-interest income fell $3.2 million, or 32.2%, to $6.7 million, mainly because mortgage banking income dropped $1.3 million.
Net interest margin rose 8 basis points from the prior quarter to 3.77%.
The Board declared a quarterly cash dividend of $0.14 per common share, payable November 16, 2026, to shareholders of record as of November 9, 2026.
NPK International presented its third-quarter 2026 results and updated 2026 outlook in an investor presentation furnished under Form 8-K. Revenue and Adjusted EBITDA both grew year over year, and the company now expects full-year 2026 revenue of $300-$305 million and Adjusted EBITDA of $90-$93 million. The filing describes the guidance as adjusted for elevated weather impact and product sales, but it does not give the prior guidance figures.
Third-quarter 2026 revenue grew 11% year over year, and Adjusted EBITDA grew 30%
Adjusted EBITDA margin was 26.2% in 3Q26, up 390 basis points year over year
Full-year 2026 guidance: revenue $300-$305 million, Adjusted EBITDA $90-$93 million, net capital expenditures $70-$75 million
Net debt was $22 million as of September 30, 2026, with about $136 million of available liquidity
Gaming & Leisure Properties, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting total revenue of $435.4 million and net income of $213.8 million. The company also updated its full-year 2026 adjusted funds from operations (AFFO) guidance to a range between $1.222 billion and $1.225 billion. Shareholders may view these results as stable against macro volatility, supported by triple-net leases and consistent regional gaming demand.
Total revenue for the third quarter of 2026 rose 9.5% year-over-year to $435.4 million.
Adjusted funds from operations (AFFO) for the third quarter of 2026 grew 10.5% to $311.7 million, or $1.04 per diluted common share and OP/LTIP units.
Updated full-year 2026 AFFO guidance is estimated between $1.222 billion and $1.225 billion, or $4.11 to $4.12 per diluted share.
On October 27, 2026, GLPI entered agreements to form a joint venture with Prologis, Inc. to develop the former Hollywood Casino Joliet site.
Terex reported third-quarter sales of $2.2 billion and adjusted EBITDA of $286 million, representing year-over-year growth across consolidated metrics. The company refined its full-year 2026 outlook to sales of $8 billion to $8.2 billion and adjusted proforma EBITDA of $930 million to $960 million, while also approving a new $500 million share repurchase authorization. Shareholders benefit from strong order activity, rising backlogs reaching $7 billion, and ongoing active engagement regarding the potential separation of the Aerials segment.
Third-quarter net sales reached $2.2 billion, up approximately 12% year over year.
Adjusted diluted EPS for the quarter was $1.50, supported by operational execution and realized synergies.
Full-year 2026 sales outlook was refined to a range of $8 billion to $8.2 billion.
The Board approved a new $500 million share repurchase authorization during the quarter.
Caliber announced it will release its third quarter 2026 financial results after the stock market closes on Thursday, November 12, 2026, and hold a conference call that day at 5:00 pm ET. The filing only sets the date and call details and includes no financial results, so it does not change the company's reported performance.
Third quarter 2026 results release: after market close on Thursday, November 12, 2026
Conference call and webcast: 5:00 pm ET the same day
Call access: (800) 715-9871 domestic or (646) 307-1963 international, conference ID 3070057
Bank of the James Financial Group reported third-quarter 2026 net income of $3.32 million, or $0.73 per share, up from $0.61 a year earlier, and nine-month net income of $9.34 million, or $2.05 per share. The board also raised the quarterly cash dividend 50% to $0.15 per share from $0.10, payable December 4, 2026 to holders of record on November 20, 2026.
Q3 2026 net income $3.32 million ($0.73 per share) vs. $2.75 million ($0.61) in Q3 2025
Nine-month net income $9.34 million ($2.05 per share) vs. $6.30 million ($1.39) a year earlier
Quarterly dividend raised to $0.15 per share from $0.10; record date November 20, 2026; payment December 4, 2026
Stockholders' equity fell to $78.45 million at September 30, 2026, as unrealized securities losses increased accumulated other comprehensive loss to $24.51 million
Standard Motor Products reported third-quarter 2026 net sales of $507.8 million, up from $498.8 million a year earlier, and diluted EPS from continuing operations of $1.42 versus $1.32. The company reaffirmed its full-year 2026 guidance for low to mid-single digit sales growth and an adjusted EBITDA margin of 11% to 12%, and said net debt leverage fell to 1.8x from 2.5x in the second quarter.
Q3 2026 adjusted net sales of $512.9 million, up 2.8% excluding IEEPA tariff refund accounting; non-GAAP diluted EPS of $1.54 versus $1.36
Adjusted EBITDA of $66.6 million, up from $61.7 million in Q3 2025; total net debt of $381.9 million at quarter-end
Quarterly dividend of 33 cents per share, payable December 1, 2026 to holders of record on November 16, 2026
RBC Bearings reported second quarter fiscal 2027 net sales of $524.6 million, representing a 15.2% increase compared to the same period last year, alongside net income of $93.8 million. The results reflect strong performance across both Aerospace & Defense and Industrial segments, contributing to increased profitability and debt reduction. Shareholders also received third quarter fiscal 2027 guidance projecting net sales between $520.0 million and $525.0 million.
Second quarter net sales reached $524.6 million, up 15.2% year-over-year.
Diluted EPS increased to $2.96 on a GAAP basis and $3.74 on an adjusted basis for the quarter ended September 26, 2026.
Backlog totaled $2.4 billion as of September 26, 2026.
Third quarter fiscal 2027 net sales are expected to range between $520.0 million and $525.0 million.
Arbor Realty Trust reported a third-quarter 2026 GAAP net loss of $85.4 million, or $0.51 per diluted share, compared with net income of $38.5 million, or $0.20 per diluted share, a year earlier. Its Board suspended the quarterly common stock dividend effective immediately to preserve capital and maintain financial flexibility, which directly affects shareholder income.
Q3 2026 GAAP net loss of $85.4 million, or $(0.51) per diluted share, versus net income of $38.5 million, or $0.20, in Q3 2025
Distributable loss of $6.9 million, or $(0.04) per diluted share, versus distributable earnings of $72.9 million, or $0.35, a year earlier
Quarterly common stock dividend suspended effective immediately; dividends declared per common share were $0.17 in Q3 2026 versus $0.30 in Q3 2025
Net provision for credit losses of $53.0 million; non-performing loans rose to 32 with a UPB of $647.6 million from 19 with $428.8 million at June 30, 2026
Mastech Digital reported third-quarter 2026 revenue of $42.0 million, down 13.4% from $48.5 million a year earlier but up 1.3% from the second quarter of 2026. GAAP net income was $7 thousand, or $0.00 per diluted share, versus $941 thousand, or $0.08 per share, a year earlier, so profit fell sharply for shareholders even as the company reported sequential revenue growth.
Q3 2026 revenue was $41,987 thousand, down 13.4% year over year and up 1.3% sequentially.
GAAP diluted EPS was $0.00, versus $0.08 in Q3 2025; non-GAAP diluted EPS was $0.10, versus $0.29.
Talent segment revenue fell 16.4% year over year, with billable consultants down 21.0% since Q3 2025; Data & AI revenue fell 6.8% year over year but rose 4.7% sequentially.
As of September 30, 2026, liquidity was $56.2 million, including $37.9 million of cash and about $18.3 million of credit facility availability, with no bank debt.
Red River Bancshares reported unaudited third-quarter 2026 net income of $12.6 million, or $1.90 per diluted share, up from $11.8 million, or $1.78, in the second quarter and $10.8 million, or $1.63, a year earlier. The company said these were record quarterly net income and EPS, with higher loans and deposits. Nonperforming assets rose $3.0 million to $5.6 million, mainly due to one commercial relationship the company is working to resolve.
Q3 2026 net income was $12.6 million, or $1.90 diluted EPS, up 6.8% from Q2 2026 and 16.3% from Q3 2025.
Net interest income rose $916,000, or 3.2%, to $29.9 million; net interest margin FTE was steady at 3.61%.
Total deposits reached $2.96 billion, up $56.5 million, or 1.9%, from June 30, 2026; loans held for investment reached $2.32 billion, up 2.6%.
Nonperforming assets rose 113.4% to $5.6 million, or 0.17% of assets, as of September 30, 2026.
IRADIMED reported third-quarter 2026 revenue of $24.2 million, up 14% from a year earlier, and GAAP diluted EPS of $0.51 versus $0.43. The company narrowed its full-year 2026 guidance, lowering the top end of its revenue and GAAP EPS ranges, which matters to shareholders because the outlook for the rest of the year is now less generous at the high end.
Q3 2026 revenue of $24.2 million, up from $21.2 million; net income of $6.5 million versus $5.6 million
Full-year 2026 revenue guidance changed to $91.6 million to $93.1 million from $91.0 million to $96.0 million
Full-year 2026 GAAP diluted EPS guidance changed to $1.90 to $1.94 from $1.90 to $2.05
Quarterly cash dividend of $0.20 per share, payable November 27, 2026 to holders of record on November 13, 2026
Oxford Square Capital Corp. reported third-quarter 2026 net investment income of $4.9 million, or $0.04 per share, down from $5.1 million, or $0.05 per share, in the prior quarter, while total investment income rose to $9.9 million. Net asset value per share fell to $1.21 from $1.29 at June 30, 2026, and the company declared $0.015 per share monthly distributions for January through March 2027. The quarter still produced a net increase in net assets from operations of $1.6 million, but shareholders saw lower per-share earnings and net asset value.
Net investment income was $4.9 million, or $0.04 per share, versus $5.1 million, or $0.05 per share, in the quarter ended June 30, 2026.
Total investment income rose to $9.9 million from $9.4 million, while net realized losses were $11.3 million for the quarter.
Net asset value per share was $1.21 at September 30, 2026, compared with $1.29 at June 30, 2026.
Distributions of $0.015 per share are payable January 29, February 26 and March 31, 2027; bylaws were amended October 28, 2026 to set ownership and six-month holding requirements for shareholder proposals.
Oppenheimer Holdings reported third quarter 2026 revenue of $382.0 million, down 10.0% from a year earlier, and net income of $5.5 million, or $0.52 per basic share, versus $21.7 million, or $2.06 per share, in the third quarter of 2025. The company said a $21.0 million pre-tax stock appreciation rights expense, tied to a rise in its share price, weighed on results, and its adjusted basic EPS was $1.96 versus $3.01.
Revenue was $382.0 million, down 10.0% from $424.4 million; Capital Markets revenue fell 29.7% to $114.0 million
Net income was $5.5 million, or $0.52 basic EPS, versus $21.7 million, or $2.06, a year earlier
Adjusted basic EPS, a non-GAAP measure, was $1.96 versus $3.01 in the prior-year quarter
Board declared a quarterly dividend of $0.20 per share, payable November 27, 2026, to holders of record on November 13, 2026
Organon filed its quarterly report for the period ended September 30, 2026, and furnished supplemental non-GAAP figures in place of an earnings release, which it has suspended because of its pending merger with Sun Pharmaceutical Industries. GAAP net income rose to $164 million from $160 million, but adjusted net income, adjusted EPS and adjusted EBITDA all declined from a year earlier.
Quarter GAAP diluted EPS was $0.60 versus $0.61 a year earlier; non-GAAP adjusted diluted EPS was $0.94 versus $1.01
Adjusted EBITDA was $502 million versus $518 million, and adjusted EBITDA margin was 31.9% versus 32.3%
Nine-month adjusted diluted EPS was $2.51 versus $3.03, while GAAP diluted EPS was $1.56 versus $1.50
No earnings call was held; the company said the pending Sun Pharmaceutical merger led to the suspension of its customary earnings release and call
General Dynamics reported third-quarter 2026 revenue of $14.6 billion, representing a 12.9% increase compared to the prior-year period. Diluted earnings per share rose 15.7% to $4.49, while total company-wide backlog reached $220.3 billion.
Revenue increased 12.9% to $14.6 billion compared to $12.9 billion in the third quarter of 2025.
Diluted earnings per share grew 15.7% to $4.49 from $3.88 in the year-ago quarter.
Cash provided by operating activities reached $1.7 billion for the quarter ended October 4, 2026.
Total company-wide backlog stood at $220.3 billion at the end of the third quarter.
Piper Sandler reported third-quarter 2026 U.S. GAAP net revenues of $443.0 million, down 8% from a year earlier and 11% from the second quarter, with diluted EPS of $0.78 versus $0.85 a year earlier. The company also declared a $0.20 quarterly dividend and authorized a new $200 million share repurchase program running through December 31, 2028, which gives shareholders a clearer view of capital returns.
Q3 2026 GAAP net revenues were $443.0 million, down 8% from Q3 2025 and 11% from Q2 2026; adjusted net revenues were $456.0 million, flat year over year.
Q3 2026 diluted EPS was $0.78 GAAP versus $0.85 in Q3 2025; adjusted diluted EPS was $0.87 versus $0.96.
Corporate investment banking generated record third-quarter revenues of $307 million, while investment income was a loss of $13.5 million.
The board declared a $0.20 per share quarterly dividend payable December 11, 2026, and authorized up to $200 million of share repurchases.
Aurinia reported third-quarter 2026 total revenue of $83.7 million, up 14% from a year earlier, while net income and diluted earnings per share were flat at $31.7 million and $0.23. The company raised its 2026 total revenue guidance to $325 million to $330 million and narrowed its net product sales guidance to $310 million to $315 million.
Q3 2026 total revenue was $83.7 million, up 14% from $73.5 million; net product sales of LUPKYNIS were $79.4 million.
Q3 net income was $31.7 million, flat year over year; nine-month net income rose 35% to $103.5 million.
2026 total revenue guidance raised from $315 million-$325 million to $325 million-$330 million.
As of September 30, 2026, cash, cash equivalents, restricted cash and investments totaled $486.9 million.
Imperial Oil reported third-quarter 2026 net income of C$2,454 million, or C$5.11 per diluted share, compared with C$539 million, or C$1.07 per share, in the same quarter of 2025. The company returned C$2,506 million to shareholders in the quarter and said it expects to complete its accelerated share repurchase program before year end, though it lowered its 2026 Kearl production target because of third-party events.
Third-quarter net income was C$2,454 million (C$5.11 per diluted share), up from C$539 million (C$1.07 per share) a year earlier and from C$2,190 million in the second quarter of 2026.
Cash flows from operating activities were C$3,228 million, up from C$1,798 million in the third quarter of 2025.
Imperial returned C$2,506 million to shareholders, including C$420 million in dividends and C$2,086 million in share repurchases.
Upstream production averaged 418,000 gross oil-equivalent barrels per day, down from 462,000, and refinery capacity utilization was 88 percent, down from 98 percent.
WisdomTree reported third-quarter 2026 results, with operating revenues of $179.4 million, up 42.8% from the third quarter of 2025, and diluted earnings per share of $0.32, compared with $0.13 a year earlier. The company also declared a quarterly dividend of $0.03 per share, payable November 25, 2026 to holders of record on November 11, 2026.
Net income was $49.2 million for the quarter, up from $19.7 million in the third quarter of 2025, and diluted EPS was $0.32 versus $0.13.
Ending assets under management were $171.0 billion, with $4.6 billion of net inflows in the quarter.
Operating income margin was 41.3% for the quarter, compared with 36.3% a year earlier.
The Board declared a $0.03 quarterly cash dividend on October 28, 2026.
Colgate-Palmolive reported third quarter 2026 net sales of $5.37 billion, representing a 4.6% increase year over year, with GAAP earnings per share of $0.94. Driven by ongoing sales momentum and margin expansion, the company raised its full-year earnings per share growth guidance to 5% to 7% on a non-GAAP basis.
Net sales rose 4.6% to $5,369 million for the quarter ended September 30, 2026.
GAAP EPS increased 3% to $0.94, while Base Business EPS grew 7% to $0.97.
Full-year 2026 organic sales growth is now expected to be broadly in line with its nine-month performance.
Mammoth Energy Services reported third-quarter 2026 revenue of $21.3 million, up 95% from $10.9 million a year earlier, and net income from continuing operations of $0.3 million, or $0.01 per diluted share, compared with a $12.6 million loss in the same quarter of 2025. The company raised its full-year 2026 outlook for the third time this year and expects Adjusted EBITDA to grow by more than 40% in 2027, though third-quarter revenue fell from $26.1 million in the second quarter.
Q3 2026 revenue $21.3 million, up from $10.9 million in Q3 2025 but down from $26.1 million in Q2 2026
Adjusted EBITDA $5.8 million, compared with a loss of $4.8 million in Q3 2025 and $2.6 million in Q2 2026
Full-year 2026 outlook: revenue growth above 90% and Adjusted EBITDA margin in the mid-teens
2027 outlook: Adjusted EBITDA expected to rise more than 40% versus full-year 2026; subsequent to quarter-end, a term loan facility with Bank7 provides commitments of up to $58.0 million
AbbVie announced third-quarter 2026 net revenues of $17.404 billion and diluted EPS of $2.37 on a GAAP basis. The company raised its full-year 2026 adjusted diluted EPS guidance range to $13.95 through $13.99 and increased its quarterly cash dividend by 5.2 percent to $1.82 per share.
Third-quarter net revenues reached $17.404 billion, representing a 10.3 percent increase on a reported basis.
GAAP diluted EPS was $2.37, while adjusted diluted EPS was $3.82 for the third quarter ended September 30, 2026.
Full-year 2026 adjusted diluted EPS guidance was raised to a range of $13.95 to $13.99.
The quarterly cash dividend was increased by 5.2 percent to $1.82 per share, payable on February 16, 2027.
Federal Realty Investment Trust reported third quarter 2026 net income available for common shareholders of $64.2 million, or $0.74 per diluted share, up from $59.6 million, or $0.69 per diluted share, in the prior-year period. The company raised and tightened its full-year 2026 Core FFO guidance to $7.54 to $7.58 per diluted share and announced the post-quarter acquisition of The Summit for $508.0 million.
Generated Nareit FFO and Core FFO of $1.87 per diluted share for the third quarter of 2026, representing a 5.6% increase year-over-year.
Signed 117 comparable retail leases totaling 532,220 square feet with cash rent growth of 14%.
Acquired The Summit in Birmingham, AL, for $508.0 million on October 1, 2026.
Raised full-year 2026 Core FFO guidance to a range of $7.54 to $7.58 per diluted share.
Dominion Energy announced its third-quarter 2026 financial results, reporting GAAP net income of $1.30 per share and operating earnings of $1.28 per share. The company expects to finish the full year in the top half of its 2026 operating earnings guidance range of $3.45 to $3.69 per share.
Third-quarter 2026 GAAP net income reached $1.2 billion, or $1.30 per share, compared to $1.0 billion, or $1.16 per share, in the third quarter of 2025.
Operating earnings for the quarter were $1.1 billion, or $1.28 per share, compared to $921 million, or $1.06 per share, for the same period in the prior year.
Management expects full-year 2026 operating earnings to land in the top half of the guidance range of $3.45 to $3.69 per share.
Cboe Global Markets reported third quarter 2026 net revenue of $712.2 million and diluted EPS of $4.08, driven by growth across its options, equities, and data businesses. Reflecting strong year-to-date performance, the company raised its full-year organic net revenue growth target and lowered its adjusted operating expense guidance.
Diluted EPS for the quarter reached $4.08, up 43 percent year over year.
Net revenue for the quarter rose 18 percent to $712.2 million.
Full-year 2026 organic total net revenue growth target was increased to high teens.
Adjusted operating expense guidance for 2026 was decreased to $830 to $845 million.
CubeSmart announced its third quarter 2026 operating results, reporting diluted earnings per share of $0.42 and adjusted funds from operations of $0.66 per diluted share. Driven by strong year-to-date performance, the company raised its full-year same-store and FFO guidance ranges for shareholders.
Diluted EPS attributable to common shareholders was $0.42 for the third quarter of 2026, compared to $0.36 in the third quarter of 2025.
Same-store net operating income increased 2.1% year over year to $172.6 million for the third quarter.
The company repurchased 2.1 million common shares for $83.9 million during the quarter at an average price of $39.09 per share.
Full-year diluted FFO per share, as adjusted, is now estimated to be between $2.58 and $2.60.
ChoiceOne Financial Services reported third-quarter 2026 net income of $14.5 million, or $0.97 per diluted share, unchanged from the year-earlier quarter and up from $12.5 million, or $0.83 per share, in the second quarter. Net interest margin rose to 3.67% from 3.59%, while nonperforming loans increased to 1.25% of total loans from 1.07%.
Q3 2026 net income $14.5 million, or $0.97 per diluted share, versus $14.7 million, or $0.97, in Q3 2025
Nine-month 2026 net income $40.7 million, or $2.71 per diluted share, versus $14.3 million, or $1.05, in the first nine months of 2025, which included $17.4 million of merger-related expenses
Net interest margin (GAAP) 3.67% in Q3 2026 versus 3.59% in Q2 2026
Nonperforming loans to total loans (excluding loans held for sale) rose to 1.25% at September 30, 2026 from 1.07% at June 30, 2026
Lear reported third-quarter 2026 results with revenue of $5.8 billion, up 2%, and net income of $137 million, up 26%, with earnings per share of $2.74 versus $2.02 a year earlier. The company adjusted its full-year 2026 outlook for net sales to reflect changing production schedules, while maintaining its core operating earnings guidance of $1,080 million to $1,200 million.
Q3 2026 revenue of $5.8 billion, up 2% from $5.7 billion; net income of $137 million; EPS of $2.74 vs. $2.02
Core operating earnings of $256 million, up 6%; free cash flow of $158 million vs. $307 million a year earlier
2026 net sales outlook set at $23,350 million to $23,750 million; core operating earnings outlook maintained at $1,080 million to $1,200 million
Repurchased $175 million of shares in Q3; share repurchase authorization expanded to $1.5 billion, extended through December 31, 2029
INVE Technologies revised its preliminary unaudited third-quarter 2026 results, first issued on October 21, 2026. Net income of $0.4 million to $0.8 million, or $0.01 to $0.02 per share, is now a net loss of $1.1 million to $1.3 million, or $0.05 to $0.06 per share, driven by post-closing adjustments tied to the asset sale to Trackonomy Systems, Inc. The expected cash balance of $87.1 million as of September 30, 2026 is unchanged, and the figures remain subject to quarter-end closing and auditor review.
Original preliminary net income of $0.4 million to $0.8 million, or $0.01 to $0.02 per share, reported October 21, 2026
Revised preliminary net loss of $1.1 million to $1.3 million, or $0.05 to $0.06 per share
Revisions reflect working capital adjustments and post-closing acceptance of certain customer contracts tied to the Trackonomy Systems, Inc. asset sale
Expected cash balance as of September 30, 2026 of $87.1 million remains unchanged
AutoNation reported third-quarter 2026 revenue of $7.0 billion, roughly flat year over year, with GAAP diluted EPS of $4.87 versus $5.65 a year earlier. Adjusted diluted EPS rose to $5.11 from $5.01, and the board approved an additional $1.0 billion share repurchase authorization, which matters to shareholders because it reduces the share count and the company has already cut shares outstanding by 9% this year.
Q3 2026 revenue $7,010.3 million vs $7,037.4 million a year ago (-0.4%); GAAP net income $162.3 million vs $215.1 million (-25%)
Adjusted diluted EPS $5.11 vs $5.01 (+2%); GAAP operating income $314.6 million vs $372.4 million (-16%)
Share repurchases of $620 million in the first nine months of 2026; $1.4 billion remained available as of October 28, 2026 after the new $1.0 billion authorization
Covenant leverage ratio 2.7X at quarter-end; revolving credit capacity increased to $2.0 billion with maturity extended to September 14, 2031
Sensient Technologies reported third-quarter 2026 revenue of $455.8 million, up 10.6%, and diluted earnings per share of $1.13, up from 87 cents a year earlier. The company raised the low end of its 2026 GAAP diluted EPS guidance to between $4.15 and $4.20, while its local currency revenue and adjusted EBITDA growth outlooks were unchanged.
Q3 revenue $455.8 million vs. $412.1 million a year earlier; operating income $72.4 million, up 25.5%
Q3 diluted EPS $1.13 vs. 87 cents; the prior year included $3.3 million of Portfolio Optimization Plan costs, none in 2026
2026 GAAP diluted EPS guidance now $4.15 to $4.20, up from $4.10 to $4.20
Conference call scheduled for 8:30 a.m. CDT on October 30, 2026
TXNM Energy reported third quarter 2026 GAAP earnings of $1.50 per diluted share, up from $1.22 a year earlier, and ongoing earnings of $1.62 per diluted share, up from $1.33. The company will not issue earnings guidance while its proposed acquisition by Blackstone Infrastructure is pending, and it expects the deal to close in the first half of 2027, subject to New Mexico regulatory approval.
Q3 2026 GAAP net earnings attributable to TXNM were $163.4 million, versus $130.7 million in Q3 2025.
Q3 2026 electric operating revenues were $733.3 million, versus $647.2 million in Q3 2025.
Q3 2026 GAAP earnings included $14.7 million of net unrealized losses on investment securities and $9.3 million of merger-related costs.
The Blackstone deal price is $61.25 per share; the NMPRC evidentiary hearings are scheduled for January 19 through February 1, 2027.
Church & Dwight Co., Inc. announced third-quarter 2026 financial results with net sales of $1.602 billion and organic sales growth of 5.1%, both exceeding company expectations. The company also raised its full-year 2026 organic sales growth outlook to approximately 5% and announced a new $1 billion share repurchase program.
Q3 2026 net sales increased 1.0% to $1.602 billion, with organic sales up 5.1%.
Reported EPS was $0.89 and adjusted EPS reached $0.92 for the third quarter.
The Board of Directors approved a new share repurchase program authorizing up to $1 billion of common stock.
Full-year 2026 organic sales growth outlook was raised to approximately 5%.
Capri Holdings reported fiscal second-quarter 2027 revenue of $809 million, down 5.5% from a year earlier, and about $20 million of that revenue shifted in timing from the third quarter. Net income was $27 million, or $0.25 per diluted share, compared with a loss of $0.28 per share a year earlier, and the company said it is raising its full-year outlook, now calling for diluted EPS of about $2.20. For shareholders, profit improved while sales still declined, and management expects revenue to return to growth in the second half of fiscal 2027.
Revenue of $809 million fell 5.5%; Michael Kors revenue fell 8.6% to $663 million while Jimmy Choo rose 11.5% to $146 million.
Diluted EPS was $0.25 versus a loss of $0.28 a year earlier; adjusted diluted EPS was $0.42 versus a loss of $0.03.
Fiscal 2027 outlook calls for total revenue of about $3.42 billion and diluted EPS of about $2.20.
The company spent $150 million repurchasing about 10.3 million shares, with $721 million remaining under its program.
Oil States International reported third quarter 2026 revenue of $169.8 million, up 8% from the second quarter and 3% from a year earlier. Net income was $3.1 million, or $0.05 per share, down from $5.9 million, or $0.10 per share, in the prior quarter, and Adjusted EBITDA was $20.1 million. The board also approved a new $50 million stock repurchase authorization running through October 2028, which the company says follows its $4.0 million of repurchases in the quarter.
Revenue of $169.8 million rose 8% sequentially and 3% year over year; Offshore Manufactured Products revenue rose 13% sequentially to $104.4 million.
Net income of $3.1 million ($0.05 per share) compared with $5.9 million ($0.10 per share) in the second quarter of 2026 and $1.9 million ($0.03 per share) in the third quarter of 2025.
Offshore Manufactured Products backlog reached $482 million at September 30, 2026, its highest level since December 2014, with a third quarter book-to-bill ratio of 1.3x.
On October 29, 2026, the board approved a new $50 million stock repurchase plan through October 2028; the prior program expired October 24, 2026.
Newell Brands reported third-quarter 2026 net sales of $1.9 billion, up 3.7% from a year earlier, and raised its full-year 2026 net sales outlook to 2% to 3%. The company posted a GAAP net loss of $81 million, or $0.19 per diluted share, after a $101 million non-cash impairment charge, but normalized diluted EPS rose to $0.20 from $0.17 and the normalized EPS outlook midpoint was maintained. Shareholders also face a cut to the full-year operating cash flow outlook, now about $150 million.
Net sales were $1.9 billion (1,873 million), up 3.7%; core sales grew 3.3% in the quarter.
GAAP operating income fell to $27 million from $119 million, including a $101 million impairment charge tied to an indefinite-lived tradename.
Full-year 2026 net sales outlook raised to 2% to 3% from 1% to 2%; normalized EPS outlook of $0.74 to $0.76 midpoint maintained.
Full-year operating cash flow outlook revised to approximately $150 million, reflecting a roughly $85 million accounting effect from terminating non-qualified defined benefit plans and lower receivables factoring proceeds.
Citizens Financial Services reported unaudited third-quarter 2026 net income of $11.9 million, up 19.2% from $10.0 million a year earlier, with basic EPS of $2.48 versus $2.09. Net income for the first nine months rose 24.5% to $32.5 million, but non-performing assets reached $51.5 million at September 30, 2026, up from $23.0 million a year earlier, which the company attributed partly to about $21.4 million of commercial and construction real estate loans placed on non-accrual status.
Q3 2026 net income $11.9 million versus $10.0 million in Q3 2025; basic EPS $2.48 versus $2.09
Nine-month 2026 net income $32.5 million versus $26.1 million; basic EPS $6.77 versus $5.44
No provision for credit losses in Q3 2026, compared with $500,000 in Q3 2025
Non-performing assets 2.16% of loans at September 30, 2026, up from 1.03% a year earlier
Hess Midstream LP reported estimated third quarter 2026 results. Net income rose to $179.1 million from $175.5 million a year earlier, and earnings per Class A share rose to $0.77 from $0.75, but total revenues fell $10.8 million to $410.1 million. The company also raised its quarterly distribution to $0.7985 per Class A share and reiterated its full-year 2026 guidance.
Net income attributable to Hess Midstream LP was $99.4 million, or $0.77 per basic Class A share, versus $0.75 in Q3 2025.
Total revenues were $410.1 million versus $420.9 million, mainly due to lower throughput volumes, partly offset by higher tariff rates.
Adjusted EBITDA was $319.9 million and Adjusted Free Cash Flow was $247.9 million, compared with $320.7 million and $186.8 million a year earlier.
Distribution of $0.7985 per Class A share is payable November 13, 2026, to holders of record on November 5, 2026; full-year 2026 net income guidance is $650 million to $675 million.
Exelon reported third-quarter 2026 GAAP net income of $0.70 per share and adjusted operating earnings of $0.87 per share. The company narrowed its full-year 2026 adjusted operating earnings guidance range to $2.85 to $2.91 per share and declared a regular quarterly dividend of $0.42 per share.
GAAP net income was $0.70 per share, down from $0.86 per share in the third quarter of 2025.
Adjusted operating earnings rose to $0.87 per share from $0.86 per share in the prior-year period.
Full-year 2026 adjusted operating earnings guidance was narrowed to a range of $2.85 to $2.91 per share.
The Board of Directors declared a regular quarterly dividend of $0.42 per share, payable on December 15, 2026.
Regeneron Pharmaceuticals reported third quarter 2026 total revenues of $5.1 billion, an increase of 36% compared to the same period in 2025. GAAP net income per diluted share rose 35% to $18.45, while non-GAAP diluted EPS grew 70% to $20.07, driven by strong commercial execution and increased Sanofi collaboration revenue.
Total revenues for Q3 2026 increased 36% to $5.1 billion compared to Q3 2025.
GAAP diluted EPS increased 35% to $18.45, and non-GAAP diluted EPS increased 70% to $20.07.
EYLEA HD U.S. net sales grew 62% to $699 million, and global Libtayo net sales rose 51% to $550 million.
Expanded collaboration with Sanofi adding next-generation antibodies, providing a $1.0 billion up-front payment.
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.