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).
Bogota Financial Corp. reported third-quarter 2026 net income of $473,000, or $0.04 per share, up slightly from $455,000 a year earlier, and nine-month net income of $1.9 million, or $0.15 per share, up 36% from $1.4 million. Total deposits fell 10.9% to $581.3 million, while non-performing assets rose to $28.3 million from $15.1 million at December 31, 2025, which shareholders may weigh alongside the higher earnings.
Q3 2026 net income of $473,000 ($0.04 per share) versus $455,000 ($0.04 per share) in Q3 2025; nine-month net income of $1.9 million ($0.15 per share) versus $1.4 million ($0.11 per share).
Net interest income rose 13.9% to $12.7 million for the nine months ended September 30, 2026.
Total deposits decreased $71.2 million, or 10.9%, to $581.3 million; FHLB advances rose $47.4 million to $140.7 million.
Non-performing assets increased to $28.3 million from $15.1 million at December 31, 2025; the company completed its stock repurchase program, buying 237,590 shares for $2.1 million.
Standex reported fiscal first-quarter 2027 sales of $232.6 million, up 7.0% from a year earlier, and GAAP diluted EPS of $1.99 versus $1.25. The company raised its fiscal 2027 outlook and authorized a new $100 million share repurchase program, which matters to shareholders because it signals higher expected earnings growth and a larger buyback capacity.
Net sales were $232.6 million, up 7.0% year over year; organic growth was 12.4%
Adjusted diluted EPS was $2.41, up 21.1% from $1.99; GAAP diluted EPS was $1.99 versus $1.25
Fiscal 2027 outlook raised to high-single-digit total sales growth, from mid-to-high single digits, with adjusted EPS now expected to grow high teens
Board authorized up to $100 million in share repurchases on October 27, 2026, replacing the approximately $23.5 million remaining under the prior authorization
Hawthorn Bancshares reported third quarter 2026 net income of $7.1 million, or $1.01 per diluted share, up from $6.1 million and $0.88 a year earlier, though down 3.6% from the prior quarter. The results include the September 3, 2026 acquisition of FSC Bancshares, which added loans and deposits and $2.0 million of acquisition costs. The board also declared a quarterly cash dividend of $0.21 per share.
Q3 2026 net income was $7.1 million, up 15.2% from the prior year quarter and down 3.6% from the prior quarter; diluted EPS was $1.01 versus $0.88 a year earlier.
Adjusted diluted EPS, a non-GAAP measure that excludes acquisition costs, was $1.23 for the quarter.
Loans held for investment rose to $1.69 billion and deposits to $1.79 billion as of September 30, 2026, mainly due to the FSC Bancshares acquisition completed September 3, 2026.
Quarterly cash dividend of $0.21 per common share, payable January 1, 2027 to shareholders of record on December 15, 2026.
Peoples Financial Services Corp. reported unaudited third-quarter 2026 net income of $19.1 million, or $1.90 per diluted share, up from $15.2 million, or $1.51 per diluted share, a year earlier. For the nine months ended September 30, 2026, net income was $48.7 million, or $4.85 per diluted share, compared with $47.2 million, or $4.69 per diluted share, in the same period of 2025, and the company reported higher net interest income and non-interest income.
Q3 2026 net income $19.1 million, or $1.90 per diluted share, versus $15.2 million, or $1.51, in Q3 2025
Nine-month 2026 net income $48.7 million, or $4.85 per diluted share, versus $47.2 million, or $4.69, in 2025
Nonperforming assets were $10.3 million at September 30, 2026, down from $14.7 million at June 30, 2026
Total loans were $4.4 billion and total deposits were $4.7 billion at September 30, 2026
NPK International presented its third-quarter 2026 results and updated 2026 outlook in an investor presentation furnished under Form 8-K. Revenue and Adjusted EBITDA both grew year over year, and the company now expects full-year 2026 revenue of $300-$305 million and Adjusted EBITDA of $90-$93 million. The filing describes the guidance as adjusted for elevated weather impact and product sales, but it does not give the prior guidance figures.
Third-quarter 2026 revenue grew 11% year over year, and Adjusted EBITDA grew 30%
Adjusted EBITDA margin was 26.2% in 3Q26, up 390 basis points year over year
Full-year 2026 guidance: revenue $300-$305 million, Adjusted EBITDA $90-$93 million, net capital expenditures $70-$75 million
Net debt was $22 million as of September 30, 2026, with about $136 million of available liquidity
Terex reported third-quarter sales of $2.2 billion and adjusted EBITDA of $286 million, representing year-over-year growth across consolidated metrics. The company refined its full-year 2026 outlook to sales of $8 billion to $8.2 billion and adjusted proforma EBITDA of $930 million to $960 million, while also approving a new $500 million share repurchase authorization. Shareholders benefit from strong order activity, rising backlogs reaching $7 billion, and ongoing active engagement regarding the potential separation of the Aerials segment.
Third-quarter net sales reached $2.2 billion, up approximately 12% year over year.
Adjusted diluted EPS for the quarter was $1.50, supported by operational execution and realized synergies.
Full-year 2026 sales outlook was refined to a range of $8 billion to $8.2 billion.
The Board approved a new $500 million share repurchase authorization during the quarter.
Bank of the James Financial Group reported third-quarter 2026 net income of $3.32 million, or $0.73 per share, up from $0.61 a year earlier, and nine-month net income of $9.34 million, or $2.05 per share. The board also raised the quarterly cash dividend 50% to $0.15 per share from $0.10, payable December 4, 2026 to holders of record on November 20, 2026.
Q3 2026 net income $3.32 million ($0.73 per share) vs. $2.75 million ($0.61) in Q3 2025
Nine-month net income $9.34 million ($2.05 per share) vs. $6.30 million ($1.39) a year earlier
Quarterly dividend raised to $0.15 per share from $0.10; record date November 20, 2026; payment December 4, 2026
Stockholders' equity fell to $78.45 million at September 30, 2026, as unrealized securities losses increased accumulated other comprehensive loss to $24.51 million
Standard Motor Products reported third-quarter 2026 net sales of $507.8 million, up from $498.8 million a year earlier, and diluted EPS from continuing operations of $1.42 versus $1.32. The company reaffirmed its full-year 2026 guidance for low to mid-single digit sales growth and an adjusted EBITDA margin of 11% to 12%, and said net debt leverage fell to 1.8x from 2.5x in the second quarter.
Q3 2026 adjusted net sales of $512.9 million, up 2.8% excluding IEEPA tariff refund accounting; non-GAAP diluted EPS of $1.54 versus $1.36
Adjusted EBITDA of $66.6 million, up from $61.7 million in Q3 2025; total net debt of $381.9 million at quarter-end
Quarterly dividend of 33 cents per share, payable December 1, 2026 to holders of record on November 16, 2026
RBC Bearings reported second quarter fiscal 2027 net sales of $524.6 million, representing a 15.2% increase compared to the same period last year, alongside net income of $93.8 million. The results reflect strong performance across both Aerospace & Defense and Industrial segments, contributing to increased profitability and debt reduction. Shareholders also received third quarter fiscal 2027 guidance projecting net sales between $520.0 million and $525.0 million.
Second quarter net sales reached $524.6 million, up 15.2% year-over-year.
Diluted EPS increased to $2.96 on a GAAP basis and $3.74 on an adjusted basis for the quarter ended September 26, 2026.
Backlog totaled $2.4 billion as of September 26, 2026.
Third quarter fiscal 2027 net sales are expected to range between $520.0 million and $525.0 million.
Red River Bancshares reported unaudited third-quarter 2026 net income of $12.6 million, or $1.90 per diluted share, up from $11.8 million, or $1.78, in the second quarter and $10.8 million, or $1.63, a year earlier. The company said these were record quarterly net income and EPS, with higher loans and deposits. Nonperforming assets rose $3.0 million to $5.6 million, mainly due to one commercial relationship the company is working to resolve.
Q3 2026 net income was $12.6 million, or $1.90 diluted EPS, up 6.8% from Q2 2026 and 16.3% from Q3 2025.
Net interest income rose $916,000, or 3.2%, to $29.9 million; net interest margin FTE was steady at 3.61%.
Total deposits reached $2.96 billion, up $56.5 million, or 1.9%, from June 30, 2026; loans held for investment reached $2.32 billion, up 2.6%.
Nonperforming assets rose 113.4% to $5.6 million, or 0.17% of assets, as of September 30, 2026.
General Dynamics reported third-quarter 2026 revenue of $14.6 billion, representing a 12.9% increase compared to the prior-year period. Diluted earnings per share rose 15.7% to $4.49, while total company-wide backlog reached $220.3 billion.
Revenue increased 12.9% to $14.6 billion compared to $12.9 billion in the third quarter of 2025.
Diluted earnings per share grew 15.7% to $4.49 from $3.88 in the year-ago quarter.
Cash provided by operating activities reached $1.7 billion for the quarter ended October 4, 2026.
Total company-wide backlog stood at $220.3 billion at the end of the third quarter.
Aurinia reported third-quarter 2026 total revenue of $83.7 million, up 14% from a year earlier, while net income and diluted earnings per share were flat at $31.7 million and $0.23. The company raised its 2026 total revenue guidance to $325 million to $330 million and narrowed its net product sales guidance to $310 million to $315 million.
Q3 2026 total revenue was $83.7 million, up 14% from $73.5 million; net product sales of LUPKYNIS were $79.4 million.
Q3 net income was $31.7 million, flat year over year; nine-month net income rose 35% to $103.5 million.
2026 total revenue guidance raised from $315 million-$325 million to $325 million-$330 million.
As of September 30, 2026, cash, cash equivalents, restricted cash and investments totaled $486.9 million.
Imperial Oil reported third-quarter 2026 net income of C$2,454 million, or C$5.11 per diluted share, compared with C$539 million, or C$1.07 per share, in the same quarter of 2025. The company returned C$2,506 million to shareholders in the quarter and said it expects to complete its accelerated share repurchase program before year end, though it lowered its 2026 Kearl production target because of third-party events.
Third-quarter net income was C$2,454 million (C$5.11 per diluted share), up from C$539 million (C$1.07 per share) a year earlier and from C$2,190 million in the second quarter of 2026.
Cash flows from operating activities were C$3,228 million, up from C$1,798 million in the third quarter of 2025.
Imperial returned C$2,506 million to shareholders, including C$420 million in dividends and C$2,086 million in share repurchases.
Upstream production averaged 418,000 gross oil-equivalent barrels per day, down from 462,000, and refinery capacity utilization was 88 percent, down from 98 percent.
WisdomTree reported third-quarter 2026 results, with operating revenues of $179.4 million, up 42.8% from the third quarter of 2025, and diluted earnings per share of $0.32, compared with $0.13 a year earlier. The company also declared a quarterly dividend of $0.03 per share, payable November 25, 2026 to holders of record on November 11, 2026.
Net income was $49.2 million for the quarter, up from $19.7 million in the third quarter of 2025, and diluted EPS was $0.32 versus $0.13.
Ending assets under management were $171.0 billion, with $4.6 billion of net inflows in the quarter.
Operating income margin was 41.3% for the quarter, compared with 36.3% a year earlier.
The Board declared a $0.03 quarterly cash dividend on October 28, 2026.
Colgate-Palmolive reported third quarter 2026 net sales of $5.37 billion, representing a 4.6% increase year over year, with GAAP earnings per share of $0.94. Driven by ongoing sales momentum and margin expansion, the company raised its full-year earnings per share growth guidance to 5% to 7% on a non-GAAP basis.
Net sales rose 4.6% to $5,369 million for the quarter ended September 30, 2026.
GAAP EPS increased 3% to $0.94, while Base Business EPS grew 7% to $0.97.
Full-year 2026 organic sales growth is now expected to be broadly in line with its nine-month performance.
Mammoth Energy Services reported third-quarter 2026 revenue of $21.3 million, up 95% from $10.9 million a year earlier, and net income from continuing operations of $0.3 million, or $0.01 per diluted share, compared with a $12.6 million loss in the same quarter of 2025. The company raised its full-year 2026 outlook for the third time this year and expects Adjusted EBITDA to grow by more than 40% in 2027, though third-quarter revenue fell from $26.1 million in the second quarter.
Q3 2026 revenue $21.3 million, up from $10.9 million in Q3 2025 but down from $26.1 million in Q2 2026
Adjusted EBITDA $5.8 million, compared with a loss of $4.8 million in Q3 2025 and $2.6 million in Q2 2026
Full-year 2026 outlook: revenue growth above 90% and Adjusted EBITDA margin in the mid-teens
2027 outlook: Adjusted EBITDA expected to rise more than 40% versus full-year 2026; subsequent to quarter-end, a term loan facility with Bank7 provides commitments of up to $58.0 million
AbbVie announced third-quarter 2026 net revenues of $17.404 billion and diluted EPS of $2.37 on a GAAP basis. The company raised its full-year 2026 adjusted diluted EPS guidance range to $13.95 through $13.99 and increased its quarterly cash dividend by 5.2 percent to $1.82 per share.
Third-quarter net revenues reached $17.404 billion, representing a 10.3 percent increase on a reported basis.
GAAP diluted EPS was $2.37, while adjusted diluted EPS was $3.82 for the third quarter ended September 30, 2026.
Full-year 2026 adjusted diluted EPS guidance was raised to a range of $13.95 to $13.99.
The quarterly cash dividend was increased by 5.2 percent to $1.82 per share, payable on February 16, 2027.
Federal Realty Investment Trust reported third quarter 2026 net income available for common shareholders of $64.2 million, or $0.74 per diluted share, up from $59.6 million, or $0.69 per diluted share, in the prior-year period. The company raised and tightened its full-year 2026 Core FFO guidance to $7.54 to $7.58 per diluted share and announced the post-quarter acquisition of The Summit for $508.0 million.
Generated Nareit FFO and Core FFO of $1.87 per diluted share for the third quarter of 2026, representing a 5.6% increase year-over-year.
Signed 117 comparable retail leases totaling 532,220 square feet with cash rent growth of 14%.
Acquired The Summit in Birmingham, AL, for $508.0 million on October 1, 2026.
Raised full-year 2026 Core FFO guidance to a range of $7.54 to $7.58 per diluted share.
Dominion Energy announced its third-quarter 2026 financial results, reporting GAAP net income of $1.30 per share and operating earnings of $1.28 per share. The company expects to finish the full year in the top half of its 2026 operating earnings guidance range of $3.45 to $3.69 per share.
Third-quarter 2026 GAAP net income reached $1.2 billion, or $1.30 per share, compared to $1.0 billion, or $1.16 per share, in the third quarter of 2025.
Operating earnings for the quarter were $1.1 billion, or $1.28 per share, compared to $921 million, or $1.06 per share, for the same period in the prior year.
Management expects full-year 2026 operating earnings to land in the top half of the guidance range of $3.45 to $3.69 per share.
Cboe Global Markets reported third quarter 2026 net revenue of $712.2 million and diluted EPS of $4.08, driven by growth across its options, equities, and data businesses. Reflecting strong year-to-date performance, the company raised its full-year organic net revenue growth target and lowered its adjusted operating expense guidance.
Diluted EPS for the quarter reached $4.08, up 43 percent year over year.
Net revenue for the quarter rose 18 percent to $712.2 million.
Full-year 2026 organic total net revenue growth target was increased to high teens.
Adjusted operating expense guidance for 2026 was decreased to $830 to $845 million.
CubeSmart announced its third quarter 2026 operating results, reporting diluted earnings per share of $0.42 and adjusted funds from operations of $0.66 per diluted share. Driven by strong year-to-date performance, the company raised its full-year same-store and FFO guidance ranges for shareholders.
Diluted EPS attributable to common shareholders was $0.42 for the third quarter of 2026, compared to $0.36 in the third quarter of 2025.
Same-store net operating income increased 2.1% year over year to $172.6 million for the third quarter.
The company repurchased 2.1 million common shares for $83.9 million during the quarter at an average price of $39.09 per share.
Full-year diluted FFO per share, as adjusted, is now estimated to be between $2.58 and $2.60.
Sensient Technologies reported third-quarter 2026 revenue of $455.8 million, up 10.6%, and diluted earnings per share of $1.13, up from 87 cents a year earlier. The company raised the low end of its 2026 GAAP diluted EPS guidance to between $4.15 and $4.20, while its local currency revenue and adjusted EBITDA growth outlooks were unchanged.
Q3 revenue $455.8 million vs. $412.1 million a year earlier; operating income $72.4 million, up 25.5%
Q3 diluted EPS $1.13 vs. 87 cents; the prior year included $3.3 million of Portfolio Optimization Plan costs, none in 2026
2026 GAAP diluted EPS guidance now $4.15 to $4.20, up from $4.10 to $4.20
Conference call scheduled for 8:30 a.m. CDT on October 30, 2026
TXNM Energy reported third quarter 2026 GAAP earnings of $1.50 per diluted share, up from $1.22 a year earlier, and ongoing earnings of $1.62 per diluted share, up from $1.33. The company will not issue earnings guidance while its proposed acquisition by Blackstone Infrastructure is pending, and it expects the deal to close in the first half of 2027, subject to New Mexico regulatory approval.
Q3 2026 GAAP net earnings attributable to TXNM were $163.4 million, versus $130.7 million in Q3 2025.
Q3 2026 electric operating revenues were $733.3 million, versus $647.2 million in Q3 2025.
Q3 2026 GAAP earnings included $14.7 million of net unrealized losses on investment securities and $9.3 million of merger-related costs.
The Blackstone deal price is $61.25 per share; the NMPRC evidentiary hearings are scheduled for January 19 through February 1, 2027.
Church & Dwight Co., Inc. announced third-quarter 2026 financial results with net sales of $1.602 billion and organic sales growth of 5.1%, both exceeding company expectations. The company also raised its full-year 2026 organic sales growth outlook to approximately 5% and announced a new $1 billion share repurchase program.
Q3 2026 net sales increased 1.0% to $1.602 billion, with organic sales up 5.1%.
Reported EPS was $0.89 and adjusted EPS reached $0.92 for the third quarter.
The Board of Directors approved a new share repurchase program authorizing up to $1 billion of common stock.
Full-year 2026 organic sales growth outlook was raised to approximately 5%.
Regeneron Pharmaceuticals reported third quarter 2026 total revenues of $5.1 billion, an increase of 36% compared to the same period in 2025. GAAP net income per diluted share rose 35% to $18.45, while non-GAAP diluted EPS grew 70% to $20.07, driven by strong commercial execution and increased Sanofi collaboration revenue.
Total revenues for Q3 2026 increased 36% to $5.1 billion compared to Q3 2025.
GAAP diluted EPS increased 35% to $18.45, and non-GAAP diluted EPS increased 70% to $20.07.
EYLEA HD U.S. net sales grew 62% to $699 million, and global Libtayo net sales rose 51% to $550 million.
Expanded collaboration with Sanofi adding next-generation antibodies, providing a $1.0 billion up-front payment.
Kenvue Inc. announced its financial results for the fiscal third quarter ended September 27, 2026, delivering its fourth consecutive quarter of net and organic sales growth. Net sales increased 3.2% to $3.89 billion, and diluted earnings per share rose to $0.22, reflecting ongoing productivity initiatives and disciplined execution. Due to its pending transaction with Kimberly-Clark, the company did not provide forward-looking guidance or host a conference call.
Net sales increased 3.2% to $3.886 billion for the third quarter ended September 27, 2026, with organic sales growing 2.9%.
Diluted earnings per share increased to $0.22 compared to $0.21 in the prior year period, while adjusted diluted earnings per share rose 4% to $0.29.
Free cash flow for the first nine months of fiscal 2026 increased to $1.6 billion compared to $1.0 billion in the prior year period.
Kite Realty Group reported a third-quarter 2026 net loss attributable to common shareholders of $13.3 million, or $0.07 per diluted share, smaller than the $16.2 million loss a year earlier. The company raised its 2026 Core FFO and NAREIT FFO guidance range to $2.08 to $2.12 per diluted share from $2.06 to $2.12, though third-quarter total revenue of $190.3 million was below $205.0 million a year earlier.
Q3 2026 net loss attributable to common shareholders was $13.3 million ($0.07 per diluted share), versus a $16.2 million loss ($0.07) in Q3 2025.
Nine-month 2026 net income attributable to common shareholders was $159.4 million ($0.78 per diluted share), up from $117.8 million ($0.54) a year earlier.
2026 Core FFO and NAREIT FFO guidance raised to $2.08 to $2.12 per diluted share from $2.06 to $2.12; Same Property NOI growth range narrowed to 3.40% to 3.90% from 3.00% to 4.00%.
Q3 2026 Same Property NOI rose 3.6%, and the company repurchased about 2.4 million shares for $63.4 million during the quarter.
ExxonMobil reported third-quarter 2026 GAAP earnings of $15.4 billion, or $3.72 per share, alongside adjusted earnings of $17.5 billion, or $4.23 per share. The company generated $25.7 billion in operating cash flow and $19.1 billion in free cash flow, while returning $9.4 billion to shareholders through dividends and share repurchases.
Reported third-quarter 2026 GAAP earnings of $15.4 billion ($3.72 per share) and adjusted earnings of $17.5 billion ($4.23 per share).
Generated operating cash flow of $25.7 billion and free cash flow of $19.1 billion in the third quarter of 2026.
Announced 2027 share repurchases of $20 billion and declared a fourth-quarter dividend of $1.07 per share.
Chevron Corporation reported third quarter 2026 earnings of $9.9 billion, or $5.06 per share, compared with $3.5 billion in the third quarter of 2025. Adjusted earnings came in at $10.4 billion, supported by reliable operations, higher margins on refined product sales, and increased crude oil realizations. The company also declared a quarterly dividend of $1.78 per share and reduced total debt by $3.5 billion during the quarter.
Reported third quarter 2026 earnings of $9.9 billion ($5.06 per share - diluted) compared to $3.5 billion in third quarter 2025.
Adjusted earnings reached $10.4 billion ($5.28 per share - diluted) for the third quarter of 2026.
U.S. refinery crude unit throughput set a new record of 1.09 million barrels per day with crude utilization at 98 percent.
Total debt was reduced by $3.5 billion and a quarterly dividend of $1.78 per share was declared, payable on December 10, 2026.
BrightSpring Health Services reported third quarter 2026 net revenue of $4.21 billion and net income from continuing operations of $101 million, representing significant growth compared to the same period in 2025. Driven by strong performance across its pharmacy and provider businesses, the company also raised its full-year 2026 financial guidance for revenue and Adjusted EBITDA.
Net revenue for the third quarter of 2026 reached $4,213 million, up 26.4% from $3,334 million in the third quarter of 2025.
Adjusted EBITDA for the third quarter of 2026 increased 42.0% to $228 million compared to $160 million in the prior-year period.
Full-year 2026 revenue guidance was increased to a range of $15,900 million to $16,125 million, and Adjusted EBITDA guidance was raised to $850 million to $860 million.
First Northern Community Bancorp reported third-quarter 2026 net income of $6.2 million, or $0.38 per diluted share, up from $6.0 million, or $0.36 per diluted share, a year earlier. Net income for the nine months rose 11.1% to $16.8 million, or $1.02 per diluted share, and net interest income grew 14.95% year over year, which points to stronger core earnings for shareholders.
Q3 2026 net income of $6.2 million, or $0.38 per diluted share, versus $6.0 million, or $0.36, in Q3 2025
Net interest income of $19.4 million, up 14.95% from Q3 2025; no provision for credit losses in Q3 2026
Total deposits of $1.76 billion, up $74.1 million (4.4%), and total net loans of $1.13 billion, up 7.4%, from September 30, 2025
Core banking system upgrade completed October 13, 2026; additional costs expected in the fourth quarter
Alliant Energy reported third-quarter 2026 GAAP earnings per share of $1.52, up from $1.09 in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings guidance, initiated 2027 guidance, and increased its four-year capital expenditure forecast to $15.9 billion.
Q3 2026 GAAP EPS was $1.52 compared to $1.09 in Q3 2025.
2026 ongoing EPS guidance narrowed to $3.41 - $3.46 per share.
2027 EPS guidance set at $3.63 - $3.73 per share with a dividend target of $2.25 per share.
Capital expenditures for 2027 through 2030 increased to $15.9 billion.
Rocket Companies reported third-quarter 2026 results on October 29, 2026, with GAAP net income of $709 million, compared with a net loss of $124 million in the same quarter of 2025. Adjusted revenue rose to $2.57 billion from $1.87 billion, and the company gave a fourth-quarter 2026 adjusted revenue outlook of $2.1 billion to $2.3 billion, which is below the third-quarter adjusted figure.
GAAP diluted EPS was $0.25 in Q3 2026 versus a loss of $0.06 in Q3 2025; adjusted diluted EPS was $0.15 versus $0.07.
Adjusted EBITDA was $748 million, up from $349 million a year earlier.
GAAP results include a $710 million favorable change in the fair value of mortgage servicing rights (net of hedges), which the company excludes from adjusted revenue.
For Q4 2026, the company expects adjusted revenue between $2.1 billion and $2.3 billion; total liquidity was $11.4 billion as of September 30, 2026.
Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.
Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.
Covenant Logistics Group reported third-quarter 2026 results with total revenue of $353.9 million, up 19.2% from a year earlier, and diluted earnings per share of $0.40 versus $0.35. Adjusted diluted EPS, a non-GAAP measure, was $0.50 versus $0.44, and the company said it expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
Total revenue was $353.9 million versus $296.9 million in the third quarter of 2025; operating income was $12.5 million versus $7.9 million.
Net income was $10.7 million, or $0.40 per diluted share, compared with $9.1 million, or $0.35, a year earlier.
Net indebtedness fell $12.4 million to about $283.9 million from December 31, 2025.
Management expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
Federated Hermes reported third quarter 2026 earnings per diluted share of $1.50, up from $1.34 a year earlier, on revenue of $507.3 million, up 8%. Equity assets reached a record $110.5 billion, and the board declared a $0.38 per share dividend, but total managed assets fell 3% from June 30, 2026.
Q3 2026 net income was $111.9 million, compared with $104.1 million in Q3 2025.
Revenue rose $37.9 million, or 8%, year over year, helped by higher average equity assets and the Q2 2026 acquisition of FCP Fund Manager, L.P.
Total managed assets were $884.4 billion at Sept. 30, 2026, down $27.2 billion or 3% from June 30, 2026.
The board declared a $0.38 per share dividend, payable Nov. 13, 2026 to shareholders of record as of Nov. 6, 2026.
Veralto Corporation announced its third quarter 2026 financial results, reporting sales of $1.509 billion and net earnings of $253 million, alongside positive core sales growth. Driven by these performance results and early gains from its cost optimization program, the company raised its full-year 2026 adjusted earnings per share guidance.
Sales increased 7.5% year-over-year to $1,509 million for the third quarter ended October 2, 2026.
Net earnings were $253 million, or $1.03 per diluted common share.
Full-year 2026 adjusted diluted earnings per share guidance was raised to a range of $4.49 to $4.52.
The company deployed $1.1 billion on four strategic acquisitions and repurchased $550 million of shares year-to-date.
Rhinebeck Bancorp reported third-quarter 2026 net income of $3.2 million, or $0.21 per diluted share, up 17.0% from $2.7 million a year earlier. The gain was driven mainly by higher net interest income, partly offset by higher non-interest expense, and follows the July 21, 2026 second-step conversion that raised $88.8 million in gross proceeds.
Q3 2026 net income $3.2 million ($0.21 per diluted share) vs. $2.7 million ($0.18) in Q3 2025
Net interest income rose 8.1% to $13.0 million; net interest margin fell 14 basis points to 3.79%
Nine-month net income of $8.0 million, up 3.6% from the same period in 2025
Second-step conversion completed July 21, 2026; stockholders' equity rose to $220.8 million
Virginia National Bankshares reported third quarter 2026 net income of $6.6 million, or $1.20 per diluted share, up from $4.6 million, or $0.84, a year earlier, and nine-month net income of $20.8 million, or $3.82 per diluted share, compared with $13.3 million, or $2.45, for the same period of 2025. The company attributed the quarterly increase mainly to higher loan yields, lower cost of funds and a bank owned life insurance payout following a former employee's death. Book value per share rose to $35.01 from $32.89 a year earlier.
Q3 2026 net income of $6.6 million, or $1.20 per diluted share, versus $4.6 million, or $0.84, in Q3 2025
Nine-month 2026 net income of $20.8 million, or $3.82 per diluted share, versus $13.3 million, or $2.45, in 2025
Net interest margin (FTE) of 3.73% for Q3 2026 versus 3.43%; bank owned life insurance payout cited as a driver
COPT Defense Properties reported unaudited results for the quarter ended September 30, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K dated October 29, 2026. Headline measures rose from a year earlier, with quarterly net income up to $49.8 million from $43.7 million and diluted EPS at $0.41 versus $0.37. Nine-month net income was $138.5 million, compared with $120.1 million in the same period of 2025.
Q3 2026 net income was $49.8 million, versus $43.7 million for Q3 2025.
Diluted EPS was $0.41 versus $0.37; FFO per diluted share was $0.71 versus $0.69.
Total revenues were $208.8 million, up from $188.8 million; diluted AFFO was $65.4 million versus $63.3 million.
Asure Software reported third-quarter 2026 revenue of $40.0 million, up 10% year over year, and a net loss of $0.6 million compared with $5.4 million a year earlier. The company also issued fourth-quarter 2026, full-year 2026 and full-year 2027 revenue guidance, which includes a payroll processing business it acquired in October 2026 for $26.5 million.
Q3 2026 revenue of $40.0 million, up 10% from $36.3 million; recurring revenue of $36.9 million, up 16%
Net loss of $0.6 million, or $(0.02) per share, versus a net loss of $5.4 million, or $(0.19) per share, a year earlier
Adjusted EBITDA of $10.5 million versus $8.1 million in the prior-year quarter
Guidance: FY-2026 revenue of $162.0 million to $164.0 million; FY-2027 revenue of $183.0 million to $187.0 million
Mohawk Industries reported third-quarter 2026 net sales of $2.8 billion, up about 1%, with adjusted EPS of $2.72, up about 2%, while adjusted volumes fell about 4%. The Board also approved a new $500 million share repurchase program, and the company guided to Q4 2026 adjusted EPS of $1.35 to $1.45.
Q3 2026 net sales were $2.8 billion, up about 1%, and about flat on an adjusted basis; adjusted volumes declined about 4%.
Diluted EPS was $2.72 versus $1.75 a year earlier; adjusted EPS was $2.72, up about 2% from $2.67.
The Board approved a new share repurchase program of up to $500 million on October 26, 2026, following the prior $500 million authorization approved in July 2025.
Q4 2026 adjusted EPS is expected in the range of $1.35 to $1.45, with low single-digit growth in adjusted net sales.
Eastman Chemical reported third-quarter 2026 sales of $2,385 million, up from $2,202 million, and diluted EPS of $2.19 versus $0.60 a year earlier. The company projects full-year 2026 adjusted EPS of $6.00 to $6.20 and operating cash flow of about $850 million, while operating cash flow in the quarter fell to $290 million from $402 million.
Q3 2026 sales of $2,385 million, up 8% from $2,202 million, driven mainly by 7% higher selling prices
Diluted EPS of $2.19 vs. $0.60; adjusted diluted EPS of $1.84 vs. $1.14
Full-year 2026 outlook: adjusted EPS of $6.00 to $6.20 and operating cash flow of approximately $850 million
Operating cash flow was $290 million in Q3 2026 vs. $402 million in Q3 2025; the company announced reinstatement of a $375 million U.S. DOE award
Arthur J. Gallagher & Co. reported its financial results for the third quarter ended September 30, 2026, showcasing revenue and net earnings growth across its brokerage and risk management segments. The company also disclosed share repurchased amounts and debt totals for the period, providing insight into its ongoing operational and capital allocation activities.
Total company reported revenues before reimbursements were $3,930 million for the third quarter of 2026 compared to $3,325 million for the third quarter of 2025.
Reported net earnings for the third quarter of 2026 were $406 million, or $1.55 per diluted share.
During the third quarter of 2026, the company repurchased approximately 0.4 million shares of its common stock for approximately $100 million.
As of September 30, 2026, the company had $9,550 million of borrowings from public debt, $2,683 million from private placements, and $630 million under its line of credit facility.
Ingersoll Rand reported third-quarter 2026 financial results with reported revenues of $2.065 billion and net income attributable to the company of $670 million. The company also updated its full-year 2026 guidance, expecting revenue growth of 5.5% to 7.0%.
Reported orders of $2,345 million, up 21% year over year.
Reported revenues of $2,065 million, up 6% year over year.
Adjusted net income attributable to Ingersoll Rand Inc. of $415 million, or $1.07 per share.
The Board authorized a $2 billion increase to the share repurchase program.
The RealReal reported third quarter 2026 total revenue of $206 million, up 19% from the prior-year quarter, and net income of $16 million, compared with a net loss of $54 million a year earlier. The company also raised its full-year 2026 outlook, with total revenue now guided to $806 million to $810 million, which signals improved expectations for shareholders.
Q3 2026 GMV was $642 million, up 23%, and total revenue was $206 million, up 19%.
Net income was $16 million, including a $21.2 million non-cash gain from the change in fair value of warrant liability; GAAP diluted net loss per share was $(0.04).
Full-year 2026 guidance: total revenue of $806 million to $810 million and Adjusted EBITDA of $71.1 million to $72.6 million.
Adjusted EBITDA margin was 8.3%, up 290 basis points from 5.4% a year earlier.
Digital Realty Trust reported its third quarter 2026 financial results, highlighting net income available to common stockholders of $0.48 per share and core funds from operations of $2.10 per share. The company also raised its full-year 2026 core FFO per share outlook to a range of $8.30 to $8.35. Total bookings reached a record level during the quarter, generating $855 million in annualized GAAP base rent at 100% share.
Net income available to common stockholders was $0.48 per share for the third quarter of 2026.
Core FFO per share (excluding net promote) was $2.10 for the third quarter of 2026.
Total bookings reached a record $855 million of annualized GAAP base rent at 100% share.
Full-year 2026 Core FFO per share outlook was raised to $8.30 - $8.35.
AXT reported third-quarter 2026 revenue of $73.4 million, up from $47.6 million in the second quarter and $28.0 million a year earlier. GAAP net income attributable to AXT was $25.7 million, or $0.39 per diluted share, compared with a net loss of $1.9 million, or $0.04 per share, in the third quarter of 2025. For shareholders, the filing shows a large year-over-year swing from loss to profit on much higher sales.
Q3 2026 revenue was $73.4 million, up 54 percent from Q2 2026 and 162 percent from Q3 2025, per CEO Morris Young.
GAAP gross margin was 56.0 percent, compared with 44.9 percent in Q2 2026 and 22.3 percent in Q3 2025.
Non-GAAP net income was $26.8 million, or $0.41 per share, excluding stock-based compensation.
Cash and cash equivalents were $485.5 million at September 30, 2026, versus $120.3 million at December 31, 2025.
Covista reported first quarter fiscal 2027 revenue of $511.5 million, up 10.7% year over year, and diluted earnings per share of $1.95 versus $1.67 a year earlier. The company raised its fiscal 2027 revenue and adjusted EPS guidance, and CFO Robert Phelan announced a planned retirement that takes effect once a successor is named.
Revenue of $511.5 million, up 10.7% year over year; total enrollment of 104,713, up 7.6%
Diluted EPS $1.95 vs. $1.67 prior year; adjusted EPS $2.19 vs. $1.75
Fiscal 2027 adjusted EPS guidance raised to $9.00 to $9.20 from $8.90 to $9.15; revenue guidance raised to $2,060 million to $2,095 million
CFO Robert Phelan plans to retire and will serve until a successor is named; an active search is underway
Miami International Holdings (MIAX) reported third-quarter 2026 results, with net revenue up 20% to $131.0 million and net income of $52.5 million, compared with a net loss of $102.1 million a year earlier. The company also lowered its 2026 adjusted operating expense guidance to $254 million to $257 million, from $260 million to $270 million, which lowers expected costs for shareholders.
Net revenue rose 20%, or $21.5 million, to $131.0 million, driven mainly by the options business
GAAP net income was $52.5 million versus a net loss of $102.1 million; diluted EPS was $0.47 versus $(1.46)
Adjusted EBITDA rose 47% to $70.8 million, with margin at 54% versus 44%
2026 adjusted operating expense guidance lowered to $254 million to $257 million from $260 million to $270 million
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.