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.
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.
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.
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
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
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
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.
LyondellBasell reported third quarter 2026 net income of $758 million, or $2.32 per share, alongside EBITDA of $1.4 billion. The company also entered into an agreement to sell its former Houston refinery site and related assets to a subsidiary of Valero Energy Corporation for $320.5 million.
Third quarter 2026 net income reached $758 million, or $2.32 per diluted share.
EBITDA for the quarter was $1.4 billion, or $1.5 billion excluding identified items.
Agreed to sell Houston Refining, L.P. and related assets to Valero Energy Corporation for $320.5 million.
Increased cash by approximately $600 million during the quarter, including a €500 million debt repayment.
OneMain Holdings reported third quarter 2026 diluted EPS of $1.60, down from $1.67 a year earlier, with net income of $185 million versus $199 million. Total revenue rose 7% to $1.7 billion and managed receivables grew 9% to $28.1 billion, but the finance receivable loss provision increased to $615 million from $488 million. The company also declared a $1.05 per share dividend payable November 13, 2026.
Diluted EPS was $1.60 versus $1.67 in the prior year quarter; C&I adjusted diluted EPS was $1.51 versus $1.90.
Total revenue was $1.7 billion, up 7%, while the finance receivable loss provision rose to $615 million from $488 million.
Quarterly dividend of $1.05 per share is payable November 13, 2026 to holders of record on November 9, 2026.
The company repurchased about 538 thousand shares for $34 million during the quarter.
Carter's reported fiscal third-quarter 2026 results, with net sales down 0.7% to $752.5 million and GAAP diluted EPS of $1.00 versus $0.32 a year earlier. The company also updated its full-year 2026 outlook, projecting adjusted diluted EPS of $3.05 to $3.23 versus $3.47 in fiscal 2025, and COO Richard F. Westenberger gave notice that he will step down, while remaining CFO. Shareholders get a mixed picture: profit improved sharply while sales slipped and the outlook implies lower adjusted earnings for the year.
Q3 net sales $752.5 million vs $757.8 million a year earlier; GAAP operating income $55.8 million vs $29.1 million
Adjusted diluted EPS $1.03 vs $0.74 in Q3 2025; GAAP diluted EPS $1.00 vs $0.32
Fiscal 2026 outlook: net sales $2.91 billion to $2.93 billion; adjusted diluted EPS $3.05 to $3.23 vs $3.47 in fiscal 2025
Richard F. Westenberger gave notice on October 26, 2026 that he will step down as COO once a successor is appointed
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.
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
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.
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.
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.
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
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
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.
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
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.
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.
Hamilton Insurance Group reported third quarter 2026 net income of $81.5 million, or $0.81 per diluted share, down from $136.2 million, or $1.32 per diluted share, a year earlier. Gross premiums written rose 17.3% to $819.7 million, but underwriting income fell to $15.5 million from $64.1 million, and the combined ratio rose to 97.3% from 87.8%. Operating income, a non-GAAP measure, rose to $179.9 million, or $1.78 per diluted share, from $123.1 million, or $1.20 per diluted share, a year earlier.
Net income of $81.5 million, or $0.81 per diluted share, versus $136.2 million, or $1.32, in Q3 2025
Operating income of $179.9 million, or $1.78 per diluted share, versus $1.20 in Q3 2025
Gross premiums written up 17.3% to $819.7 million; combined ratio 97.3% versus 87.8%
Nine-month net income of $358.8 million, or $3.54 per diluted share, versus $404.5 million, or $3.88, in 2025
Unifi reported fiscal first-quarter 2027 net sales of $127.9 million, down 5.7% from a year earlier, while its net loss narrowed to $2.0 million from $11.4 million. The company also closed a $60.0 million sale of non-strategic Yadkin County, North Carolina real estate on October 28, 2026, and used the proceeds to repay its $55.5 million term loan, which management cites as progress on reducing debt.
Net sales were $127.9 million, down from $135.7 million, which the company attributed to tepid customer ordering in the Americas and Asia segments.
Gross profit rose to $12.5 million from $3.4 million; net loss was $2.0 million, or $0.11 per share, versus $11.4 million, or $0.62 per share.
The Yadkin County real estate sale closed on October 28, 2026 for $60.0 million in cash, and net proceeds repaid the $55.5 million term loan.
At the October 27, 2026 annual meeting, shareholders elected all eight director nominees and approved the advisory executive pay vote with 5,762,943 votes for and 2,365,861 against.
Bright Horizons reported third-quarter 2026 revenue of $841.5 million, up 5%, but a net loss of $230.7 million, driven mainly by a $290.0 million goodwill impairment tied to its international full service operations. The company also revised its 2026 guidance to about $3.07 billion in revenue and diluted adjusted earnings per share of $4.98 to $5.03, and director Mary Ann Tocio will retire effective December 1, 2026, with Seth Siegel joining the board on that date.
Q3 2026 revenue rose 5% to $841.5 million; net loss was $230.7 million, or $4.76 per diluted share, versus net income of $78.6 million, or $1.37 per diluted share, a year earlier
Diluted adjusted earnings per share rose 15% to $1.80; adjusted net income fell 3% to $87.5 million
Revised 2026 outlook: revenue of about $3.07 billion and diluted adjusted EPS of $4.98 to $5.03
Board changes: Mary Ann Tocio retires effective December 1, 2026; Seth Siegel appointed effective the same day and to the Audit Committee
Immuneering reported a third-quarter 2026 net loss of $24.2 million, or $0.37 per share, up from $15.0 million in the same quarter of 2025, as research and development spending rose to $20.7 million. The company said its cash runway now extends into the fourth quarter of 2028, but cash, cash equivalents and marketable securities fell to $166.1 million from $217.0 million at December 31, 2025, and the filing reports no revenue.
Q3 2026 net loss was $24.2 million ($0.37 per share), versus $15.0 million ($0.38 per share) in Q3 2025.
R&D expenses were $20.7 million in Q3 2026, compared with $10.9 million a year earlier, citing higher clinical costs and personnel.
Cash, cash equivalents and marketable securities were $166.1 million at September 30, 2026, down from $217.0 million at December 31, 2025.
Phase 3 MAPKeeper 301 enrollment target expanded from 510 to 570 patients; the mid-2028 topline readout may be accelerated.
Coursera reported third quarter 2026 revenue of $377 million, up 94% from a year earlier, following its May 11, 2026 combination with Udemy. The company posted a GAAP net loss of $25.6 million, wider than the $8.6 million loss a year earlier, while non-GAAP net income rose to $57.1 million, and it narrowed its full-year 2026 revenue outlook to $1.229 billion to $1.237 billion.
Q3 revenue was $376.7 million versus $194.2 million a year earlier; Enterprise revenue was $200.9 million, up 214%.
GAAP net loss was $25.6 million, or $0.10 per share, including $30.8 million of merger, integration and restructuring costs.
Non-GAAP net income was $57.1 million, or $0.21 per diluted share, versus $16.7 million a year earlier; Q3 free cash flow was $4.6 million.
Q4 2026 revenue guidance is $358 million to $366 million; Coursera repurchased $102 million of stock in Q3 and more than $215 million since May 2026 under a $500 million authorization.
SPX Technologies reported third-quarter 2026 revenue of $714.5 million, up 20.5%, and GAAP net income of $81.9 million, up 30.6%. It raised its full-year revenue forecast to $2.745 billion to $2.805 billion but lowered its adjusted EBITDA range to $625 million to $645 million and its adjusted EPS top end to $8.50, which matters to shareholders because profit guidance moved down even as sales guidance moved up.
Q3 2026 revenue $714.5 million, up 20.5%; GAAP EPS $1.62, up 25.6%; adjusted EPS $2.21, up 20.1%
Full-year revenue guidance raised to $2.745 billion to $2.805 billion, from $2.705 billion to $2.765 billion
Adjusted EBITDA guidance lowered to $625 million to $645 million, from $630 million to $660 million; adjusted EPS range now $8.20 to $8.50, from $8.20 to $8.60
Total debt was $1,334.7 million at September 26, 2026, up from $501.6 million at December 31, 2025
Columbia Financial reported third-quarter 2026 GAAP net income of $5.2 million, or $0.02 per share, down from $14.9 million, or $0.07 per share, a year earlier. The result was hit by a $40.8 million securities loss and $30.6 million in merger-related expenses tied to its Northfield Bancorp acquisition, completed July 20, 2026. Core net income, a non-GAAP measure, rose to $40.6 million, or $0.16 per share, from $15.4 million, and the board declared a $0.05 per share quarterly dividend.
GAAP net income was $5.2 million ($0.02 per share) for the quarter ended September 30, 2026, versus $14.9 million ($0.07 per share) a year earlier.
Core net income was $40.6 million ($0.16 per share) for the quarter, versus $15.4 million ($0.07 per share) a year earlier.
Nine-month GAAP net income was $32.8 million ($0.14 per share), versus $36.1 million ($0.16 per share) for the same period of 2025.
Quarterly cash dividend of $0.05 per share is payable November 25, 2026, to shareholders of record as of November 10, 2026.
Stryker Corporation announced its third quarter 2026 operating results, reporting a 7.7% increase in net sales to $6.5 billion alongside a decline in reported net earnings. The company updated its full year 2026 guidance, now expecting organic net sales growth in the range of 6.5% to 7.0%. Additionally, the Board of Directors approved a $3.0 billion increase to the share repurchase program following $1.0 billion in repurchases during the quarter.
Reported net sales increased 7.7% to $6.5 billion for the third quarter of 2026.
Reported net earnings decreased 12.3% to $753 million, or $1.96 per diluted share, while adjusted diluted EPS increased 10.3% to $3.52.
Full year 2026 organic net sales growth is now expected to be in the range of 6.5% to 7.0%.
Stryker repurchased $1.0 billion of its common stock in the third quarter of 2026 and expanded its share repurchase program by $3.0 billion in October 2026.
Roblox reported third-quarter 2026 revenue of $1.6 billion, up 16% year-over-year, while bookings of $1.7 billion fell 12%, though bookings beat the high end of its guidance range. The company also guided fourth-quarter bookings to a 10% to 15% year-over-year decline, which matters to shareholders because bookings are the company's leading indicator of future revenue.
Q3 2026 revenue was $1.6 billion, up 16% year-over-year; bookings were $1.7 billion, down 12% year-over-year
Daily active users were 138 million, down 9% year-over-year; consolidated net loss was $230 million versus $258 million in Q3 2025
Q4 2026 guidance: revenue of $1,470 million to $1,580 million (4% to 12% growth) and bookings of $1,890 million to $2,000 million (down 10% to 15%)
Company repurchased 4.4 million shares for approximately $200 million in Q3 and has about $2.4 billion of authorization remaining
PTC Therapeutics reported third-quarter 2026 total revenue of $358 million, up from $211.0 million a year earlier, and raised its full-year 2026 total and product revenue guidance. The company also recorded a net loss of $51.7 million, compared with net income of $15.9 million in the prior-year quarter, after a $111.0 million acquired in-process R&D charge for the ST-920 Fabry gene therapy.
Q3 2026 total revenue was $357.8 million, versus $211.0 million in Q3 2025; Sephience net product revenue was $181.9 million.
Net loss was $51.7 million ($0.62 per share) versus net income of $15.9 million a year earlier, including the $111.0 million ST-920 charge.
Full-year 2026 product revenue guidance was raised to $960 to $990 million from $850 to $950 million; total revenue guidance is $1.29 to $1.32 billion.
Cash, cash equivalents and marketable securities were $2,127.9 million on September 30, 2026.
Olin reported third quarter 2026 net income of $14.4 million, or $0.13 per diluted share, down from $42.8 million, or $0.37 per share, a year earlier, while sales rose to $1,747.7 million from $1,713.2 million. Adjusted EBITDA fell to $191.4 million from $222.4 million, and the company expects fourth quarter 2026 adjusted EBITDA of $80 million to $100 million. Olin also said its merger with Huntsman is now expected to close in the first quarter of 2027.
Q3 2026 net income $14.4 million ($0.13 per diluted share) vs. $42.8 million ($0.37) in Q3 2025
Q3 2026 sales $1,747.7 million vs. $1,713.2 million; adjusted EBITDA $191.4 million vs. $222.4 million
Fourth quarter 2026 adjusted EBITDA expected in the range of $80 million to $100 million
Shareholders of both companies approved the Huntsman merger and the HSR waiting period expired; closing now expected in Q1 2027
Weyerhaeuser Company posted third quarter 2026 net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.9 billion. Adjusted EBITDA increased to $248 million compared to $217 million in the third quarter of 2025.
Generated net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.86 billion for the quarter ended September 30, 2026.
Achieved Adjusted EBITDA of $248 million, representing a 14 percent increase compared with $217 million in the third quarter of 2025.
Entered into an agreement in October to divest approximately 81,000 acres of non-core timberlands in Arkansas for $146 million, with closing expected in the fourth quarter.
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