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).
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.
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.
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
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.
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
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.
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.
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
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
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.
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).
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
MVB Financial Corp. reported third-quarter 2026 net income of $0.4 million, or $0.03 per diluted share, down from $12.3 million, or $0.93 per diluted share, in the second quarter and $17.1 million, or $1.32, a year earlier. The company attributed the drop mainly to a $9.9 million provision for credit losses, of which it said $13.1 million of the nonperforming loan increase related to one land loan, while net interest income rose 1.0% from the prior quarter.
Net income of $0.4 million, or $0.03 per diluted share, versus $17.1 million, or $1.32, in third quarter 2025.
Provision for credit losses of $9.9 million, compared with $4.7 million in the prior quarter.
Net interest income rose 1.0% to $32.6 million; total noninterest income fell to $7.8 million from $18.8 million, which included a $10.0 million pretax Fintech investment gain.
Book value per common share was $25.35 at September 30, 2026, compared with $26.61 at June 30, 2026.
American Coastal Insurance reported third-quarter 2026 net income of $19.4 million, or $0.40 per diluted share, down from $32.5 million, or $0.65, a year earlier. The company said the decline came mainly from lower net premiums earned as market pricing softened, with net pricing down 25.6% year over year. For shareholders, the results show lower earnings and revenue, though gross premiums written rose 3.2% for the first time since early 2025.
Net income $19.4 million ($0.40 per diluted share) vs. $32.5 million ($0.65) in Q3 2025, down 40.3%
Total revenue $70.7 million, down 21.8% from $90.4 million; net premiums earned down 19.0% to $65.5 million
Gross premiums written up 3.2% to $74.1 million; net pricing down 25.6% year over year
Book value per share $7.52 at September 30, 2026, up from $6.51 at December 31, 2025
Forestar Group reported fourth-quarter and fiscal 2026 results for the year ended September 30, 2026. Net income and revenue declined from a year earlier, with fourth-quarter net income down 32% and fiscal-year net income down 15%. The company also gave fiscal 2027 expectations of 12,000 to 13,000 lots and $1.4 billion to $1.5 billion of revenue.
Q4 net income attributable to Forestar was $59.2 million, or $1.15 per diluted share, down 32% from $87.0 million, or $1.70, a year earlier.
Q4 revenues fell 13% to $580.8 million, while lots sold rose 2% to 5,004.
Fiscal 2026 net income was $142.6 million, or $2.78 per diluted share, down 15%; revenues fell 2% to $1.6 billion.
For fiscal 2027, the company expects to deliver 12,000 to 13,000 lots and $1.4 billion to $1.5 billion of revenue; total liquidity was $1.3 billion at September 30, 2026.
First Northwest Bancorp reported a net loss of $743,000, or $0.08 per share, for the third quarter of 2026, compared with net income of $308,000 in the second quarter of 2026 and $802,000 in the third quarter of 2025. The company attributed the loss partly to a nonrecurring $1.3 million expense for settling a previously disclosed lawsuit and a higher provision for credit losses, and book value per share fell to $15.65 from $16.66 a quarter earlier.
Net loss of $743,000 ($0.08 per share) for Q3 2026, versus net income of $308,000 ($0.03 per share) in Q2 2026 and $802,000 ($0.09 per share) in Q3 2025
Noninterest expense included a nonrecurring $1.3 million legal settlement expense; the provision for credit losses was $739,000 versus a recapture of $540,000 in Q2 2026
Net interest margin rose to 2.96% from 2.95% in Q2 2026; nonperforming loans fell to $19.9 million from $20.7 million
Total shareholders' equity decreased to $148.8 million at September 30, 2026, from $158.3 million three months earlier
AGCO reported third-quarter 2026 net sales of $2.3 billion, down 8.6% from a year earlier, with adjusted earnings of $1.05 per share versus $1.35 in the third quarter of 2025. It also gave a full-year 2026 adjusted EPS outlook of about $5.50 and projected 2026 net sales of $9.8 billion to $10.0 billion, citing the weakest global industry demand in more than a decade.
Q3 2026 net sales were $2.3 billion, down 8.6%; Europe/Middle East sales fell 19.1% and Latin America fell 15.4%
Reported EPS was $0.75 versus $4.09 a year earlier, which included gains from 2025; adjusted EPS was $1.05 versus $1.35
Full-year 2026 adjusted EPS outlook is about $5.50, with adjusted operating margin projected at about 7.0%
Nine-month 2026 adjusted EPS was $3.42 versus $3.11 in the same period of 2025, while nine-month net sales rose 0.7%
Univest Financial reported third quarter 2026 net income of $21.6 million, or $0.78 per diluted share, down from $25.6 million, or $0.89, a year earlier. The company attributed the decline primarily to a higher provision for credit losses tied to elevated charge-offs, including a $14.4 million charge-off on a commercial loan relationship. Net interest income rose 10.5% from a year earlier, and the board declared a $0.23 quarterly dividend.
Net income was $21.6 million, or $0.78 per diluted share, versus $25.6 million, or $0.89, in the third quarter of 2025.
Provision for credit losses was $9.0 million, compared with $517 thousand a year earlier; net loan and lease charge-offs were $17.6 million.
Net interest income rose $6.4 million, or 10.5%, to $67.8 million; net interest margin was 3.42%, compared with 3.17% a year earlier.
Quarterly cash dividend of $0.23 per share declared October 28, 2026, payable November 25, 2026 to holders of record as of November 11, 2026.
Integer Holdings reported third quarter 2026 results, with sales down 3.9% to $450 million and GAAP diluted EPS from continuing operations down 61% to $0.43 from a year earlier. The company gave no financial outlook because its pending acquisition by an affiliate of KKR-managed investment funds is expected to close by the end of 2026, subject to remaining conditions including regulatory approvals.
Sales fell 3.9% to $450 million; organic sales fell 2.2%, with Cardio & Vascular down 5% and Other Markets down 49.7% on the Portable Medical exit.
GAAP operating income was $28 million, down 50%; GAAP income from continuing operations was $15 million, down 62%.
Non-GAAP adjusted EPS was $1.34, down 25%; adjusted EBITDA was $88 million, down 17%.
Total debt rose $34 million to $1.219 billion since year-end 2025; no financial outlook was provided, and stockholders approved the merger on October 21, 2026.
BCB Bancorp reported a third-quarter 2026 net loss attributable to common stockholders of $132.5 million, or ($6.92) per diluted share, driven by a $115.0 million provision for credit losses and a $59.9 million non-cash deferred tax asset valuation allowance. The company also completed a $98.0 million equity offering and sold $204.3 million of problem loans, and it reorganized its executive team, which matters to shareholders given the size of the loss and the change in per-share results.
Q3 2026 net loss attributable to common stockholders was $132.5 million, or ($6.92) per diluted share, versus ($0.85) in Q2 2026 and $0.22 earnings per share in Q3 2025.
Provision for credit losses was $115.0 million in Q3 2026, compared with $19.0 million in Q2 2026 and $4.1 million in Q3 2025.
The company completed a $98.0 million underwritten public offering and sold $204.3 million of problem loans during the quarter.
Ryan Blake moved from Chief Operating Officer to Chief Banking Officer of the Bank, and Eleni Willis was appointed Chief Risk Officer.
Monro reported second-quarter fiscal 2027 sales of $283.6 million, down 1.8%, and a net loss of $1.6 million, or $0.05 per diluted share, versus net income of $5.7 million and $0.18 per share a year earlier. The company is not providing fiscal 2027 guidance and said it will offer its outlook on its earnings call, so shareholders have no formal forecast yet.
Q2 operating income fell to $2.6 million from $12.8 million, with store closing costs up $6.1 million year over year.
Comparable store sales fell 1.8%, with tires and brakes down 4% and batteries up 8%.
On October 23, 2026, Monro entered $375.0 million of senior secured credit facilities with Ares Capital Corporation, maturing in 2030.
Monro is not providing fiscal 2027 financial guidance at this time.
Kymera Therapeutics reported third quarter 2026 results with a net loss of $132.0 million, up from $82.2 million a year earlier, as collaboration revenue fell to zero from $2.8 million. Research and development expenses rose to $128.5 million from $74.1 million, which the company attributed mainly to its STAT6 program. The company also reported Phase 1 healthy volunteer data for its KT-579 degrader and said it had $1.6 billion in cash, with runway into 2029.
Net loss was $132.0 million, or $1.32 per share, versus $82.2 million, or $0.94 per share, in the third quarter of 2025.
Collaboration revenue was zero versus $2.8 million, and the company does not expect additional collaboration revenue in 2026.
Research and development expenses were $128.5 million versus $74.1 million.
Cash, cash equivalents and investments were $1.6 billion as of September 30, 2026; KT-621 BROADEN2 Phase 2b topline data is planned by year-end 2026.
Blackstone Mortgage Trust reported a third-quarter 2026 net loss attributable to the company of $327 million, or $(1.95) per share, and declared a fourth-quarter 2026 dividend of $0.30 per share. The Q3 dividend paid was $0.47 per share, so the declared Q4 payout is lower. The loss was driven by a $264.8 million increase in credit loss reserves and other charges, which matters to shareholders because it reduces book value and the dividend is their main return.
Q3 2026 net loss attributable to the company was $327 million, or $(1.95) per share, compared with net income of $63 million, or $0.37 per share, in Q3 2025.
Distributable EPS was $0.38 and Distributable EPS prior to realized gains and losses was $0.42, versus $0.48 in Q2 2026.
The Board declared a Q4 2026 dividend of $0.30 per share, payable January 15, 2027, to holders of record as of December 31, 2026; the Q3 dividend paid was $0.47 per share.
Book value per share was $17.06 at September 30, 2026, down from $19.31 at June 30, 2026, and CECL reserves were $606 million.
Donegal Group reported third-quarter 2026 net income of $18.2 million, or 49 cents per diluted Class A share, down from $20.1 million, or 55 cents, a year earlier. Net premiums earned fell 3.0% to $222.9 million, and the combined ratio rose to 96.5% from 95.9%, while management cited soft market conditions and higher policy attrition. For shareholders, profit and premium volume both declined in the quarter and in the first nine months of 2026.
Q3 2026 net income was $18.2 million, down 9.6% from $20.1 million; diluted Class A EPS was $0.49 versus $0.55.
Net premiums earned decreased 3.0% to $222.9 million; net premiums written fell 4.5% to $209.7 million.
Combined ratio was 96.5% for Q3 2026 versus 95.9% a year earlier; weather-related losses were $19.1 million.
Nine-month 2026 net income was $52.0 million, down 16.4%; book value per share was $17.70 at September 30, 2026.
Builders FirstSource reported third quarter 2026 results, with net sales of $3.9 billion down 2.2%, diluted EPS of $0.56 versus $1.10 a year earlier, and Adjusted EBITDA down 28.3% to $311.1 million. The company narrowed its full-year 2026 outlook while keeping the midpoints for net sales and Adjusted EBITDA, which matters to shareholders because the quarter's profit declines were broad and net debt to LTM Adjusted EBITDA rose to 4.1x from 2.3x.
Net sales were $3.9 billion, down 2.2%, with core organic net sales down 3.9%
Diluted EPS was $0.56 versus $1.10; adjusted diluted EPS was $1.51 versus $2.00
Free cash flow was $76.0 million versus $464.9 million; $500 million remains under the buyback authorization
Full-year 2026 net sales guidance is $14.2 billion to $14.6 billion and Adjusted EBITDA guidance is $1.075 billion to $1.125 billion, with midpoints maintained
Pilgrim's Pride furnished an overview of its third-quarter 2026 results, to be referenced on its October 29, 2026 earnings call. Net revenue fell slightly year over year, while net income, EPS and adjusted EBITDA dropped sharply, with the company citing lower commodity market pricing and higher grain costs.
Q3 2026 net income was $116.3 million, versus $343.1 million in Q3 2025; EPS was $0.49, versus $1.44.
Q3 2026 net revenue was $4.65 billion, versus $4.76 billion a year earlier.
Adjusted EBITDA was $316.3 million (6.8% margin), versus $633.1 million (13.3% margin) in Q3 2025.
Nine-month 2026 net income was $231.0 million, versus $995.4 million for the same period of 2025.
Pilgrim's Pride reported third quarter 2026 results with net sales of $4.7 billion, down 2.2% from a year earlier, and GAAP EPS of $0.49 versus $1.44. The company said lower U.S. commodity cutout values and higher supply pressured chicken pricing, while Adjusted EBITDA fell 50% to $316.3 million, which matters to shareholders because core profitability declined sharply.
Net income was $116.3 million versus $343.1 million in the same quarter of 2025.
Adjusted EBITDA was $316.3 million, a 6.8% margin, versus $633.1 million and 13.3% a year earlier.
Net leverage ratio was 1.76x Adjusted EBITDA, below the company's target range of 2x to 3x.
A conference call is scheduled for October 29, 2026 at 7 a.m. MT (9 a.m. ET).
Titan International reported third-quarter 2026 results with continuing-operations net sales of $335.2 million, down from $357.3 million a year earlier, and a net loss attributable to Titan of $42.7 million, or $0.66 per share, which included a $38.5 million loss on the sale of discontinued operations. The company also updated its fourth-quarter and full-year 2026 guidance, which includes the pending sale of its ITM undercarriage business expected to close in January 2027.
Q3 2026 continuing-operations net sales were $335.2 million, down 6.2% from $357.3 million in Q3 2025.
Net loss attributable to Titan and common shareholders was $42.7 million ($0.66 per share), compared with a $2.3 million loss a year earlier.
Adjusted EBITDA from continuing operations was $16.4 million, versus $20.3 million in the prior-year quarter.
Q4 2026 sales guidance is $410 million to $430 million; full-year 2026 sales guidance is $1.85 billion to $1.87 billion, with Adjusted EBITDA of $91 million to $101 million including ITM.
DBV Technologies reported a third-quarter 2026 net loss of $64.5 million, up from $33.2 million a year earlier, as research, sales, and administrative spending rose ahead of a potential U.S. launch. The filing states that substantial doubt exists about the company's ability to continue as a going concern, and that its $165.7 million in cash funds operations only into the third quarter of 2027. Shareholders should note that the company says it will need additional capital, with availability and terms uncertain.
Q3 2026 net loss was $64.5 million versus $33.2 million in Q3 2025; net loss per share was $0.14 versus $0.24.
Cash and cash equivalents were $165.7 million as of September 30, 2026, which the company says funds operations into the third quarter of 2027.
The BLA for the VIASKIN Peanut Patch in children aged 4 through 7 was submitted on September 29, 2026, with Priority Review requested; FDA's filing decision is expected in Q4 2026.
The company refreshed its $150 million ATM program and reports a $50 million gross proceeds sale of ADSs to RA Capital Management.
Green Brick Partners reported third-quarter 2026 net income of $59 million, or $1.35 per diluted share, down from $78 million, or $1.77, a year earlier. Homebuilding revenue fell 9.7% to $437 million, and the gross margin narrowed to 28.0% from 32.1% as the average sales price of homes delivered dropped 12.1% and incentives on new orders reached 11%. The company also set a quarterly dividend on its Series A preferred shares, and net new home orders rose 3% to 926.
Q3 2026 net income attributable to the company was $59 million, or $1.35 per diluted share, versus $78 million, or $1.77, in Q3 2025
Homebuilding revenue was $437 million, down 9.7%; average sales price of homes delivered was $446.7 thousand, down 12.1%
Homebuilding gross margin was 28.0%, compared with 32.1% a year earlier; CEO cited incentives of 11% on new orders
Series A preferred dividend of $0.35938 per depositary share is payable December 15, 2026, to holders of record on December 1, 2026
Meritage Homes reported third quarter 2026 results for the period ended September 30, 2026. Home closing revenue fell 17% year over year to $1.2 billion, and net earnings dropped 32% to $68 million, or $1.04 per diluted share, as the company said it focused on preserving margins over sales pace.
Home closing revenue fell 17% year over year to $1.2 billion on 14% fewer closings of 3,187 homes.
Net earnings were $68 million, or $1.04 per diluted share, compared with $99 million, or $1.39, in the third quarter of 2025.
Home closing gross margin was 17.4%, down from 19.1%; adjusted margin was 17.9%, down from 20.1%.
Cash totaled $677 million at September 30, 2026, with no borrowings under the revolving credit facility; the company returned $86 million to shareholders in the quarter.
Community Health Systems reported a third-quarter 2026 net loss attributable to stockholders of $86 million, or $(0.63) per share, compared with net income of $130 million, or $0.96 per share, a year earlier. Net operating revenues fell 10.7% to $2.757 billion, which the company attributed in part to divestitures, and the company issued updated 2026 annual earnings guidance. CEO Kevin Hammons said payor mix and acuity did not develop as expected and negatively affected third-quarter results and expectations for the rest of the year, so shareholders face weaker near-term profitability. The guidance figures are not in the text provided.
Q3 net operating revenues $2.757 billion, down 10.7% from $3.087 billion; same-store net operating revenues up 3.8%
Q3 net loss attributable to stockholders $(86) million, or $(0.63) per share, versus net income of $130 million, or $0.96 per share, in Q3 2025
Adjusted EBITDA $280 million versus $376 million a year earlier; net cash from operations $155 million versus $70 million
Updated 2026 annual earnings guidance is in the press release on pages 16 and 17; the figures are not included in the text provided
Mechanics Bancorp reported third-quarter 2026 net income of $46.0 million, or $0.20 per diluted share, down from $57.7 million, or $0.25 per diluted share, in the second quarter of 2026. The decline reflected a $32.3 million loss on a securities portfolio restructuring and a $10.3 million loss on the sale of auto loans, partly offset by lower noninterest expense and acquisition and integration costs.
Q3 2026 net income $46.0 million, $0.20 diluted EPS, versus $57.7 million, $0.25 in Q2 2026
Nine-month 2026 net income $147.8 million, $0.64 per diluted share, versus $154.6 million, $0.72 in the nine months of 2025
Securities restructuring of $308 million produced a $32.3 million loss on sale; sale of $417 million in indirect auto loans produced a $10.3 million loss
Noninterest expense $114.2 million in Q3 2026 versus $124.5 million in Q2 2026; book value per share $11.59, tangible book value per share $7.05
Franklin BSP Realty Trust reported a third-quarter 2026 GAAP net loss of $27.0 million, compared with net income of $17.6 million a year earlier. Distributable Earnings fell to $3.3 million from $26.7 million, and total income declined to $74.9 million from $89.5 million. Book value rose $0.02 to $14.26 per share, and the company declared a $0.20 common dividend.
GAAP net loss of $27.0 million, or $(0.41) per diluted share, versus net income of $17.6 million, or $0.12 per diluted share, in Q3 2025
Distributable Earnings of $3.3 million, or $(0.02) per diluted share on a fully converted basis, versus $26.7 million a year earlier
Net provision for credit losses of $43.1 million; book value of $14.26 per diluted share, up $0.02 from the prior quarter
Repurchased 7,433,748 shares for $60.5 million at an average price of $8.14; board extended the program to December 31, 2027
KKR Real Estate Finance Trust reported a third-quarter 2026 net loss attributable to common stockholders of $6.4 million, or $0.11 per diluted share, down from a $121.8 million loss in the second quarter but a swing from $8.1 million of net income a year earlier. Distributable loss widened to $152.0 million, or $2.64 per share, mainly due to a $155.9 million realized loss on loan write-offs, and book value fell to $10.14 per share.
Q3 2026 net loss attributable to common stockholders was $6.4 million ($0.11 per diluted share), versus a $121.8 million loss ($1.95 per share) in Q2 2026.
Distributable loss was $152.0 million ($2.64 per share), compared with a $36.4 million loss ($0.58 per share) in Q2 2026, driven by a $155.9 million realized loss on loan write-offs.
Liquidity was $853.5 million as of September 30, 2026, and common book value was $582.5 million, or $10.14 per share.
Q3 2026 dividend was $0.10 per share; the company also cited $1.5 million of strategic review expenses during the quarter.
SEACOR Marine reported a third quarter 2026 net loss of $9.5 million, or $0.36 per share, compared with net income of $9.0 million, or $0.35 per share, a year earlier. Revenue of $57.3 million was down 3.3% from the prior-year quarter but up 4.8% from the second quarter, and direct vessel profit rose to $18.9 million from $11.5 million. The Board's strategic review of alternatives, announced July 29, 2026, is ongoing with no timetable set.
Q3 2026 revenue of $57.3 million, versus $59.2 million in Q3 2025 and $54.6 million in Q2 2026
Operating loss of $1.4 million, compared with operating income of $18.1 million in Q3 2025
Direct vessel profit of $18.9 million and DVP margin of 33.1%, versus $11.5 million and 19.4% a year earlier
Strategic review of alternatives continues; the company has not set a timetable and will disclose developments only after a definitive agreement or if otherwise required
Century Communities reported third-quarter 2026 results on October 28, 2026, with net income of $12.6 million, or $0.44 per diluted share, down from $37.4 million, or $1.25, a year earlier, and total revenues of $864.5 million, down from $980.3 million. The company now expects 2026 home deliveries of 9,350 to 9,650 and home sales revenues of $3.3 billion to $3.4 billion, which it attributed to the impact of increased mortgage rates on orders and deliveries. Shareholders face weaker profit and a lower volume outlook, partly offset by a record community count and record book value per share.
Q3 net income $12.6 million ($0.44 diluted EPS) vs. $37.4 million ($1.25) a year earlier; adjusted diluted EPS $1.01 vs. $1.52
Total revenues $864.5 million vs. $980.3 million; deliveries 2,442 homes vs. 2,486
Updated 2026 outlook: 9,350 to 9,650 home deliveries and $3.3 billion to $3.4 billion in home sales revenues, citing higher mortgage rates
Acquired HistoryMaker Homes assets on October 7, 2026; community count a record 343 and book value per share a record $90.61
GBank Financial Holdings reported third quarter 2026 net income of $3.9 million, or $0.27 per diluted share, down from $5.5 million, or $0.38, in the second quarter and $4.3 million, or $0.30, a year earlier. Net revenue fell 7.3% from the second quarter to $20.3 million, mainly due to lower interchange fees after several large sports betting operators stopped using credit cards as a funding source, which matters to shareholders because it reduced earnings in the period.
Net income $3.9 million, or $0.27 per diluted share, versus $5.5 million, or $0.38, in Q2 2026 and $4.3 million, or $0.30, in Q3 2025
Net revenue $20.3 million, down 7.3% from $22.0 million in Q2 2026, driven by lower net interchange fees and fewer loans sold
Non-core items totaled $0.6 million pre-tax, including $0.5 million of severance expense; adjusted diluted EPS was $0.30
Non-performing assets were $54.2 million as of September 30, 2026, down from $58.2 million in Q2 2026 but up from $37.5 million a year earlier
John B. Sanfilippo & Son reported first-quarter fiscal 2027 results for the quarter ended September 24, 2026, with net sales down 3.5% to $288.1 million and diluted EPS down 30.2% to $1.11. Sales volume was flat at 90.5 million pounds, while a 3.6% drop in the weighted average selling price per pound and higher operating expenses reduced profitability for shareholders.
Net sales decreased $10.5 million, or 3.5%, to $288.1 million, driven by a 3.6% decline in weighted average selling price per pound
Gross profit fell 9.6% to $48.9 million; gross profit margin declined to 17.0% from 18.1%
Diluted EPS decreased 30.2% to $1.11 from $1.59; net income was $13.2 million versus $18.7 million
Management will host a conference call on October 29, 2026 at 10:00 a.m. Eastern
Hudson Technologies reported third-quarter 2026 revenue of $59.4 million, down from $74.0 million a year earlier, and net income of $2.0 million, or $0.05 per diluted share, versus $12.4 million, or $0.27, in the prior-year quarter. Gross margin fell to 25% from 32% on lower refrigerant pricing, and the company kept its full-year 2026 gross margin target in the low-to-mid-twenties percent range. Shareholders face weaker headline results, though the company reported $35.3 million in cash and said it is debt-free.
Q3 revenue was $59.4 million versus $74.0 million, with sales volume down 9% and selling prices down 17%.
Q3 gross margin was 25% versus 32%, and SG&A expenses rose to $10.8 million from $8.9 million.
Nine-month net income was $7.3 million, or $0.17 per diluted share, versus $25.3 million, or $0.56, in the prior-year period.
Full-year 2026 gross margin target in the low-to-mid-twenties percent range was reaffirmed; cash was $35.3 million at September 30, 2026.
Farmland Partners reported a third-quarter 2026 net loss of $15.5 million, or $0.36 per share, after recording $12.0 million in asset impairments tied to California properties. Total operating revenues fell 13.1% and AFFO turned negative, and the company's 2026 AFFO per share guidance decreased from the prior quarter. Shareholders face weaker earnings and lower guidance, though the company repurchased 1,652,147 shares and declared a $0.09 quarterly dividend.
Net loss of $15.5 million, or $0.36 per share, versus net income of $0.5 million, or $0.00 per share, a year earlier; includes $12.0 million of impairments.
Total operating revenues fell 13.1% to $9.8 million; AFFO was negative $2.1 million, or $0.05 per share.
2026 AFFO per share guidance decreased compared with the prior quarter; details are on page 15 of the supplemental package.
Repurchased 1,652,147 shares at a weighted average price of $10.32; quarterly dividend of $0.09 per share is payable January 15, 2027.
Viking Therapeutics reported a third-quarter 2026 net loss of $183.2 million, or $1.55 per share, up from $90.8 million, or $0.81 per share, a year earlier, with no revenue in either period. Research and development expenses rose to $166.8 million from $90.0 million, and the company ended the quarter with $960 million in cash, cash equivalents and short-term investments after September stock and convertible note offerings, which shareholders should weigh against the higher spending.
Q3 2026 net loss of $183.2 million ($1.55 per share) versus $90.8 million ($0.81 per share) in Q3 2025
Research and development expenses of $166.8 million, up from $90.0 million; general and administrative expenses of $20.3 million, up from $8.6 million
Cash, cash equivalents and short-term investments of $960 million at September 30, 2026, versus $706 million at December 31, 2025
Positive top-line maintenance study results for VK2735 announced in the quarter; VANQUISH Phase 3 trials expected to complete in 2027
NewtekOne reported third-quarter 2026 basic and diluted earnings per share of $0.34, down from $0.68 and $0.67 a year earlier and from $0.48 and $0.47 in the second quarter. Net income was $10.7 million, compared with $17.9 million a year earlier, and the company kept its 2026 EPS guidance of $1.70 to $1.80. For shareholders, profit fell sharply even though net interest income and deposits grew.
Q3 2026 basic and diluted EPS of $0.34 and $0.34, versus $0.68 and $0.67 in Q3 2025 and $0.48 and $0.47 in Q2 2026
Net income of $10.7 million, versus $17.9 million in Q3 2025; return on average equity was 9.2%, versus 20.4% a year earlier
Net interest income rose to $19 million, up 26% from Q2 2026 and 30% from Q3 2025
2026 EPS guidance range of $1.70 to $1.80 maintained; quarterly common dividend of $0.19 per share paid October 1, 2026
MIMEDX reported third-quarter 2026 net sales of $62 million, down 45% from $114 million a year earlier, and a net loss of $9 million compared with net income of $17 million in the prior-year quarter. Wound sales fell 71% year over year, while Surgical sales rose 9%, and the company now expects 2026 net sales of $250 million to $260 million. The results and the pending Sanara MedTech acquisition, which still awaits FTC review, bear directly on shareholder value.
Q3 2026 net sales were $62 million versus $114 million a year earlier; diluted loss per share was $0.06 versus earnings of $0.11.
Adjusted EBITDA was $2 million in the quarter, compared with $35 million in the third quarter of 2025.
The company now expects 2026 net sales of $250 million to $260 million and fourth-quarter Adjusted EBITDA above the third quarter.
A patent license agreement with a wound care competitor provides $25 million payable in five $5 million installments, with the first already received.
MGP Ingredients reported third quarter 2026 results, with sales down 10% to $117.9 million and net income falling to $6.9 million from $15.4 million a year earlier. The company reaffirmed its full-year 2026 guidance and declared a $0.12 quarterly dividend, and it will change its name to Sempreon, Inc. and its ticker to CASK on November 2, 2026. For shareholders, the quarter shows weaker sales and profit, while the year-to-date results include a $180.8 million impairment charge that produced a GAAP net loss.
Q3 2026 sales were $117.9 million versus $130.9 million, with GAAP basic EPS of $0.32 versus $0.71 and adjusted basic EPS of $0.39 versus $0.85
Adjusted EBITDA was $21.5 million, down 33% from $32.3 million; the net debt leverage ratio was 3.6x at September 30, 2026, versus 1.8x a year earlier
Full-year 2026 guidance was reaffirmed, including sales of $480 million to $500 million and adjusted EBITDA of $90 million to $98 million
Dividend of $0.12 per share is payable November 27, 2026, to holders of record as of November 13, 2026
OppFi reported third-quarter 2026 results for the period ended September 30, 2026, with total revenue and profit both lower than a year earlier. The company also refined its full-year 2026 guidance, now calling for total revenue of $600 million to $610 million and adjusted EPS of $1.34 to $1.40, and said it launched a new line of credit product during the quarter.
Q3 total revenue was $149.2 million, down 3.8% from $155.1 million a year earlier.
Q3 net income attributable to OppFi Inc. was $34.5 million, down 17.2% from $41.6 million; diluted EPS was $0.40 versus $0.77.
Q3 adjusted EPS was $0.37, down 20.1% from $0.46; full-year 2026 adjusted EPS guidance is $1.34 to $1.40.
First Busey reported third-quarter 2026 net income of $55.8 million, or $0.61 per diluted share, down from $63.2 million, or $0.69, in the second quarter and $57.1 million, or $0.58, a year earlier. Adjusted diluted EPS was $0.63, compared with $0.69 in the prior quarter and $0.64 a year earlier, as a single commercial relationship in the Central region drove a higher provision for credit losses.
Provision for credit losses rose to $9.6 million from $2.2 million in the second quarter, mainly due to one commercial relationship totaling $37.6 million that moved to non-accrual status.
The company recorded a $10.0 million partial charge-off on that relationship, and non-performing assets rose $13.3 million from June 30, 2026, to $83.6 million.
Net interest income was $153.1 million, up $0.7 million from the second quarter, and noninterest income fell to $40.4 million from $44.3 million.
Year-to-date share repurchases totaled $188.4 million, including $59.6 million in the third quarter.
RenaissanceRe reported a third-quarter 2026 net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, compared with net income of $907.7 million, or $19.40 per diluted share, a year earlier. Operating income available to common shareholders fell to $512.6 million, or $12.71 per diluted share, from $733.7 million, or $15.62, and the combined ratio rose to 79.7% from 68.4%, reflecting 2026 large loss events, mainly the Middle East War, the Ras Laffan Explosion and the Colombian Earthquake, and mark-to-market investment losses.
Net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, versus net income of $907.7 million, or $19.40, in Q3 2025.
Operating income available to common shareholders of $512.6 million, or $12.71 per diluted share, versus $733.7 million, or $15.62, in Q3 2025.
Combined ratio of 79.7% versus 68.4%; 2026 Large Loss Events reduced the underwriting result by $191.4 million.
Repurchased $310.1 million of common shares in Q3 2026 and a further $143.8 million from October 1 to October 23, 2026.
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.