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).
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.
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
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.
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.
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
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
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.
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.
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
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
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.
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.
Reddit, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting $895 million in revenue and $283 million in net income, alongside significant growth in daily and weekly active users. However, the company also disclosed that search referral traffic declines have continued into the fourth quarter, which could potentially impact future user metrics. Shareholders also received guidance for fourth-quarter revenue between $1.0 billion and $1.03 billion.
Revenue increased 53% year-over-year to $895 million for the quarter ended September 30, 2026.
Net income reached $283 million, with diluted earnings per share at $1.40.
Global Daily Active Uniques grew 12% year-over-year to 130.3 million.
Fourth-quarter 2026 revenue is estimated to be in the range of $1,000 million to $1,030 million.
DaVita Inc. announced consolidated revenues of $3.578 billion and diluted earnings per share of $3.40 for the third quarter ended September 30, 2026. The company also updated its full-year 2026 guidance ranges for adjusted operating income and adjusted diluted earnings per share.
Consolidated revenues for Q3 2026 were $3.578 billion with an operating income of $499 million.
Diluted earnings per share was $3.40 and adjusted diluted earnings per share was $3.82 for the quarter ended September 30, 2026.
The company repurchased 0.6 million shares for $111 million during the third quarter of 2026 at an average price of $186.21 per share.
Updated 2026 guidance projects adjusted operating income between $2.175 billion and $2.250 billion.
Forrester Research reported third-quarter 2026 revenue of $86.1 million, down from $94.3 million a year earlier, and a GAAP net loss of $4.4 million, or $0.23 per diluted share, versus a $2.1 million loss in the prior-year quarter. The company raised the low end of its 2026 adjusted earnings per share guidance to a range of $0.77 to $0.82, while lowering its full-year revenue outlook to $350.0 million to $360.0 million.
Q3 2026 total revenues were $86.1 million, compared with $94.3 million in Q3 2025.
GAAP net loss was $4.4 million, or $0.23 per diluted share, versus a net loss of $2.1 million, or $0.11, a year earlier.
Adjusted diluted EPS was $0.24, compared with $0.37 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance is approximately $0.77 to $0.82; full-year revenue guidance is $350.0 million to $360.0 million, a decline of 11.8% to 9.3%.
Gilead Sciences announced its third quarter 2026 financial results, reporting a 13% increase in total product sales to $8.3 billion driven by growth in HIV and oncology products. The company also raised its full-year 2026 base business revenue guidance for the year, bringing total increases to $1.6 billion since the start of the year.
Total third quarter 2026 product sales increased 13% year-over-year to $8.3 billion.
GAAP diluted earnings per share was $1.94 for the third quarter of 2026 compared to $2.43 in the prior year period.
Full-year 2026 product sales guidance was raised to a range of $31.0 billion to $31.3 billion.
As of September 30, 2026, cash, cash equivalents and marketable debt securities totaled $6.4 billion.
Strategy Inc reported Q3 2026 financial results including operating income of $20.91 billion, largely driven by digital asset gains. Additionally, CFO Andrew Kang announced his resignation effective November 5, 2026, with CEO Phong Le and EVP Reza Virasteh stepping into planned financial leadership roles.
Q3 2026 operating income was $20.91 billion, compared to $3.89 billion in Q3 2025.
Q3 2026 net income attributable to common stockholders was $19.12 billion, with diluted EPS of $44.75.
CFO Andrew Kang is resigning effective November 5, 2026, and will receive a lump sum payment of $883,400.
As of October 25, 2026, the company held 848,517 bitcoins.
First Solar reported third quarter 2026 net sales of $1.23 billion, down 23% year-over-year, while net income per diluted share rose 25% to $5.30. The company updated its full-year 2026 guidance, lowering net sales expectations to between $4.6 billion and $4.9 billion, and announced a new $500 million share repurchase program.
Q3 2026 net sales were $1.23 billion, representing a 23% decrease compared to Q3 2025.
Diluted net income per share increased 25% year-over-year to $5.30 for the third quarter.
Full-year 2026 net sales guidance was revised to $4.6 billion to $4.9 billion, down from the prior range of $4.9 billion to $5.2 billion.
The board of directors authorized a share repurchase program of up to $500 million on October 29, 2026.
Credit Acceptance reported a GAAP net loss of $56.6 million, or $5.43 per diluted share, for the quarter ended September 30, 2026, compared with net income of $108.2 million, or $9.43 per diluted share, a year earlier. The decline was driven mainly by a $258.9 million increase in provision for credit losses, including $193.8 million tied to a forecasting methodology adjustment, while adjusted net income rose 14.9% to $135.5 million.
GAAP net loss of $56.6 million, or $5.43 per diluted share, versus net income of $108.2 million, or $9.43 per diluted share, in Q3 2025
Provision for credit losses rose $258.9 million, including $193.8 million from forecast changes tied to a Q3 2026 methodology adjustment
Forecasted net cash flows from the loan portfolio declined $291.2 million, or 2.5%
Consumer Loan unit volume rose 37.7% to 110,010 units and dollar volume rose 51.0% to $1.4 billion
D.R. Horton reported fourth quarter fiscal 2026 consolidated revenues of $9.4 billion and net income attributable to the company of $741.8 million, representing an 18 percent decrease from the prior year period. For the full fiscal year ended September 30, 2026, net income fell 19 percent to $2.9 billion on $33.0 billion of revenues. Despite challenging housing market conditions, the board raised the quarterly cash dividend by 11 percent to $0.50 per share.
Fourth quarter net income attributable to D.R. Horton was $741.8 million, or $2.67 per diluted share, on consolidated revenues of $9.4 billion.
Fiscal 2026 net income was $2.9 billion, or $10.11 per diluted share, on consolidated revenues of $33.0 billion.
The board of directors increased the quarterly cash dividend by 11 percent to $0.50 per share, payable on November 19, 2026.
Initial fiscal 2027 guidance includes consolidated revenues in the range of $30.0 billion to $32.0 billion and 79,000 to 84,000 homes closed.
Dream Finders Homes reported third-quarter 2026 homebuilding revenue up 3% to $942 million and home closings up 3% to 1,967, but net income attributable to the company fell to $7 million, or less than a one cent loss per basic share, from $47 million, or $0.47 per share, a year earlier. Results were hurt by $23 million of Beazer acquisition costs and a homebuilding gross margin of 14.9% versus 17.5%, and the company said it expects further deal abandonment charges in the fourth quarter after completing the $2.2 billion Beazer acquisition on October 20, 2026.
Net income attributable to DFH was $7 million, or less than a one cent loss per basic share, versus $47 million, or $0.47 per share; excluding $23 million of Beazer acquisition costs, it was $27 million, or $0.22 per share.
Homebuilding revenues rose 3% to $942 million; homebuilding gross margin fell to 14.9% from 17.5%, and adjusted gross margin fell to 24.1% from 26.7%.
Beazer Homes USA acquisition was completed October 20, 2026, in an all-cash deal with an enterprise value of about $2.2 billion.
The company reiterated its 2026 guidance of about 9,250 home closings and expects deal abandonment charges in the fourth quarter.
BorgWarner reported third-quarter 2026 results on October 29, 2026. Net sales fell about 2.9% to $3,487 million, while adjusted earnings per diluted share rose 12.1% to $1.39, and the company raised its full-year adjusted EPS guidance to $5.20-$5.35, citing share repurchases and a lower tax rate. For shareholders, expected per-share earnings rose, but the company expects 2026 net sales of $14.0 billion to $14.2 billion, down from approximately $14.3 billion in 2025.
Q3 2026 net sales were $3,487 million, down about 2.9% from $3,591 million in Q3 2025.
Q3 2026 U.S. GAAP diluted EPS was $1.08, up 47.9%; adjusted diluted EPS was $1.39, up 12.1%.
2026 adjusted EPS guidance raised to $5.20-$5.35 from $5.05-$5.30; net sales guidance narrowed to $14.0-$14.2 billion from $14.0-$14.3 billion.
Q3 2026 free cash flow was $195 million, and the company repurchased about $175 million of its shares.
Oshkosh reported third-quarter 2026 sales of $2.84 billion, up 5.7 percent, but net income fell to $138.4 million, or $2.22 per diluted share, from $196.2 million, or $3.04, a year earlier. The company lowered its full-year 2026 adjusted earnings per share expectation to $8.50 to $9.50, citing short-term challenges in fire truck production, which matters to shareholders because it reduces expected profit for the year.
Q3 2026 sales rose $153.0 million, or 5.7 percent, to $2.84 billion, while operating income fell 24.3 percent to $197.1 million.
Q3 2026 adjusted earnings per share was $2.41, compared with $3.20 in Q3 2025.
2026 adjusted EPS guidance is now $8.50 to $9.50, down $1.50 to $2.50 from prior guidance; net sales are now expected to be about $11.0 billion.
Quarterly dividend of $0.57 per share is payable November 30, 2026, to holders of record as of November 16, 2026.
Sirius XM reported third-quarter 2026 revenue of $2.15 billion, down slightly from the prior year, while net income rose 7% to $317 million and diluted earnings per share fell 7% to $0.78. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and free cash flow by $25 million each, its second consecutive increase, and said it plans to meaningfully accelerate share repurchases in 2027.
Third-quarter revenue of $2.15 billion, compared with $2.16 billion a year earlier; diluted EPS $0.78 versus $0.84
Net income up 7% to $317 million; adjusted EBITDA up 3% to $694 million; free cash flow up 14% to $293 million
Updated 2026 guidance: total revenue about $8.55 billion, adjusted EBITDA about $2.65 billion, free cash flow about $1.40 billion
Company returned $91 million in dividends and $33 million in share repurchases during the quarter
Belden reported third quarter 2026 revenue of $966 million, up 38% year over year and 11% organically, and adjusted EPS of $2.26, up 15%. GAAP results swung to a net loss of $11 million, or $0.29 per diluted share, due to non-cash purchase accounting charges tied to the Ruckus acquisition. The company also guided fourth quarter 2026 revenue to $960 million to $980 million and adjusted EPS to $2.20 to $2.35.
Q3 2026 revenue was $966 million, up from $698 million a year earlier; orders were $1,017 million, with a book-to-bill of 1.05x.
GAAP EPS was a loss of $0.29 versus $1.41 a year earlier; adjusted EPS rose to $2.26 from $1.97.
Q4 2026 guidance: revenue $960 million to $980 million, GAAP EPS $0.24 to $0.39, adjusted EPS $2.20 to $2.35.
Belden agreed to supply $100 million of fiber solutions to a major US data center customer in 2027.
Carrier Global Corporation reported third quarter 2026 net sales of $6.3 billion, a 12% increase year-over-year, alongside an organic sales increase of 15%. However, the company recorded a GAAP net loss of $2.54 billion and a diluted EPS of ($3.16), driven primarily by a $3.1 billion non-cash goodwill impairment charge in its Climate Solutions Europe segment, while adjusted EPS rose to $0.87. Shareholders also benefited from record backlog exceeding $8.5 billion and raised full-year 2026 sales guidance to nearly $24 billion.
Net sales reached $6.3 billion for the third quarter of 2026, up 12% from $5.579 billion in the prior-year period.
GAAP diluted EPS was ($3.16), impacted by a $3.1 billion non-cash goodwill impairment charge in Climate Solutions Europe, while adjusted EPS was $0.87.
Free cash flow for the quarter was $674 million, compared to $224 million in the third quarter of 2025.
Full-year 2026 sales guidance was raised to nearly $24 billion, with expected organic growth of approximately 10%.
Stagwell reported third-quarter 2026 revenue of $816 million, up 10% year over year, and adjusted EPS of $0.34 versus $0.24. The company raised its full-year 2026 adjusted EBITDA guidance to $490 million to $540 million and adjusted EPS guidance to $1.07 to $1.21, but GAAP net income attributable to common shareholders fell to $18 million from $25 million, and the nine-month result swung to a loss of $3 million.
Q3 net income attributable to Stagwell common shareholders was $18 million, versus $25 million a year earlier; Q3 diluted EPS was $0.07 versus $0.09.
Q3 adjusted EPS rose 42% to $0.34 from $0.24; Q3 adjusted EBITDA rose 25% to $145 million.
Full-year 2026 adjusted EBITDA guidance raised to $490 million to $540 million; adjusted EPS guidance raised to $1.07 to $1.21.
Nine-month net loss attributable to common shareholders was $3 million, versus income of $16 million in the prior-year period.
Ligand reported third-quarter 2026 results on October 29, 2026. Royalty revenue rose 51% to $70.3 million, helped by the XOMA acquisition, but total revenues and income fell 32% to $78.7 million against a prior-year period that included Pelthos divestiture income, and the company posted a GAAP net loss of $28.5 million. Ligand raised its full-year adjusted EPS guidance while reaffirming its revenue guidance, but the company's adjusted EPS excludes items such as share-based compensation and mark-to-market investment losses that affected GAAP results.
Third-quarter royalty revenue rose 51% year-over-year to $70.3 million, while total revenues and income fell 32% to $78.7 million from $115.5 million, largely due to $53.1 million of prior-year Pelthos income.
GAAP net loss was $28.5 million, or $1.43 per share, versus GAAP net income of $117.3 million, or $5.68 per diluted share, a year earlier; the quarter included $39.5 million of pre-tax investment losses.
Third-quarter adjusted EPS was $2.67, compared with $3.09, a decrease of 14%.
2026 adjusted EPS guidance was raised to approximately $9.50 to $9.75 from $9.00 to $9.50; total revenue guidance of $270 million to $310 million was reaffirmed.
Incyte reported third-quarter 2026 total revenue of $1.56 billion, up 14% from a year earlier, and raised its full-year 2026 total net sales guidance to $5,210-$5,300 million. GAAP net loss was $784.8 million, or $3.86 per diluted share, compared with net income of $424.2 million ($2.11 per share) a year earlier, mainly because of a one-time $1.23 billion in-process R&D expense tied to the Vega Therapeutics acquisition.
Total revenue was $1.56 billion, up 14%; Opzelura net sales were $255 million, up 36%
GAAP net loss of $784.8 million ($3.86 per diluted share) vs. net income of $424.2 million ($2.11) in Q3 2025
One-time $1.23 billion IPR&D expense from the Vega Therapeutics acquisition; non-GAAP diluted loss was $3.60 per share
2026 total net sales guidance raised to $5,210-$5,300 million from $5,130-$5,260 million; Opzelura guidance includes a one-time $246 million CMS-related benefit
Wabash National reported third-quarter 2026 net sales of $476.4 million, up 24.8% from a year earlier, but posted a GAAP loss of $0.51 per diluted share against earnings of $0.97 a year earlier. The company guided fourth-quarter revenue to $420 million to $450 million and adjusted loss per share to $(0.75) to $(0.55), so shareholders face continued losses in the near term even as backlog rose to $1,198 million.
Net sales were $476.4 million, up 24.8% from $381.6 million in Q3 2025.
GAAP diluted loss per share was $(0.51) versus $0.97 a year earlier; adjusted loss per share was $(0.63) versus $(0.51).
Q4 2026 guidance: revenue of $420 million to $450 million and adjusted EPS of $(0.75) to $(0.55).
Total backlog was $1,198 million as of September 30, 2026, up $242 million from the prior quarter.
Harley-Davidson reported third-quarter 2026 results with HDMC revenue of $964 million, down 10 percent from a year earlier, and net income attributable to the company of $43 million, down from $377 million, which the company tied mainly to a 2025 benefit from HDFS's sale of securitization interests and receivables. It raised full-year 2026 HDMC and HDFS guidance for the second time this year and added two independent directors, Anthony D. Fassino and Bryan E. Slone, bringing the Board to ten members.
Q3 2026 diluted EPS was $0.40, versus $3.10 in Q3 2025.
HDMC operating income was $44 million in Q3 2026, down 18 percent; global retail sales of new motorcycles rose 5 percent.
Full-year 2026 guidance raised: HDMC operating income of $25 to $55 million and HDFS operating income of $60 to $70 million.
Fassino and Slone took Board seats effective October 28, 2026, with terms expiring at the 2027 Annual Meeting.
Mobileye reported third-quarter 2026 revenue of $492 million, down 2% from a year earlier, while its GAAP operating loss narrowed to $82 million from $109 million. The company narrowed its full-year 2026 revenue outlook to $1,995 million to $2,020 million, with the midpoint raised by $13 million. Shareholders get a mixed picture: sales fell in the quarter, but reported losses shrank, partly due to a $52 million Israeli R&D Law incentive grant.
Q3 2026 revenue was $492 million, down 2% from $504 million in Q3 2025, mainly due to a 5% decline in average system price.
GAAP diluted EPS was $(0.08) versus $(0.12) a year earlier; Adjusted Diluted EPS was $0.11 versus $0.09.
Full-year 2026 revenue guidance is $1,995 million to $2,020 million, implying 5% to 7% growth; the Adjusted Operating Income range is $380 million to $420 million, versus $365 million to $425 million previously.
Q3 GAAP operating income benefited by $52 million from the R&D Law incentive grant; cash from operations was $303 million for the nine months ended September 26, 2026.
CNX Resources furnished its third-quarter 2026 results in Exhibit 99.1, reporting net income of $165.2 million, or $1.12 per diluted share, down from $202.9 million in the prior quarter, with total revenue of $580.0 million. The company narrowed its 2026 adjusted EBITDAX guidance to $1,290 million to $1,310 million and raised its free cash flow outlook to about $550 million from about $525 million, which signals higher expected cash generation even as quarterly earnings declined.
Q3 2026 net income was $165.2 million, versus $202.9 million in Q2 2026 and $202.1 million in Q3 2025.
Diluted EPS was $1.12, versus $1.32 in Q2 2026 and $1.21 in Q3 2025.
Total revenue and other operating income was $580.0 million, versus $618.5 million in Q2 2026 and $583.8 million in Q3 2025.
2026 guidance: adjusted EBITDAX narrowed to $1,290 million to $1,310 million from $1,265 million to $1,315 million; free cash flow raised to about $550 million from about $525 million; FCF per share raised to about $3.85 from about $3.55.
RPC reported third-quarter 2026 revenue of $467.7 million, up 1% from the prior quarter, but a net loss of $41.9 million, or $0.20 per share, after non-cash impairment charges of $74.5 million tied to its Pintail wireline business. Excluding those charges and certain other items, adjusted diluted EPS rose to $0.10 from $0.08, and the board declared a regular quarterly dividend of $0.04 per share.
Revenue rose to $467.7 million from $460.9 million in the prior quarter; net loss of $41.9 million compared with net income of $12.1 million in 2Q:26
Impairment charges of $74.5 million related to Pintail, of which $58.3 million was for other intangible assets
Adjusted diluted EPS was $0.10 versus $0.08 in 2Q:26; Adjusted EBITDA was $71.5 million, an 8% increase
Quarterly dividend of $0.04 per share is payable December 10, 2026, to holders of record on November 10, 2026; year-to-date free cash flow was $5.0 million
Granite reported third-quarter 2026 revenue up 23% to $1.77 billion and adjusted diluted EPS of $3.81, versus $2.70 a year earlier. GAAP diluted EPS fell to $0.07 from $1.98 because of $162 million of non-operating charges from settling convertible note conversions in cash. The company also raised the low end of its 2026 revenue guidance and introduced 2029 financial targets.
Q3 revenue $1.77 billion, up from $1.43 billion; Q3 adjusted EBITDA $283 million, up 32%
Q3 GAAP net income attributable to Granite $3 million ($0.07 per diluted share) vs. $103 million ($1.98) a year earlier, after $162 million of net non-operating charges tied to 3.75% convertible notes
2026 revenue guidance raised to $5.4 billion to $5.5 billion from $5.3 billion to $5.5 billion; other 2026 guidance unchanged
2029 targets include organic revenue CAGR of 10% to 12% and adjusted EBITDA margin of 14% to 16%
Fortrea reported third-quarter 2026 revenue of $691.5 million, down from $701.3 million a year earlier, while adjusted diluted EPS rose to $0.28 from $0.12 and GAAP net income was $0.6 million, compared with a $15.9 million loss. The company raised the midpoints of its 2026 revenue and adjusted EBITDA guidance and narrowed the ranges. It also reduced backlog by $558 million after a contract review, which it said does not affect historical results or 2026 guidance.
Q3 revenue was $691.5 million, compared with $701.3 million in Q3 2025
Adjusted diluted EPS was $0.28 vs. $0.12; adjusted EBITDA was $58.0 million vs. $50.7 million
2026 guidance: revenue of $2,665 million to $2,690 million and adjusted EBITDA of $210 million to $218 million, with midpoints raised
Backlog was reduced by $558 million to $7,316 million; book-to-bill ratio was 1.12x
Omnicell reported third-quarter 2026 revenue of $308 million, down $3 million, or 1%, from a year earlier, while GAAP net income rose to $11 million, or $0.24 per diluted share, from $5 million, or $0.12. The company raised its full-year 2026 non-GAAP EBITDA and non-GAAP earnings per share guidance, so profit expectations improved even as revenue slipped.
Q3 2026 non-GAAP net income was $27 million, or $0.58 per diluted share, versus $24 million, or $0.51, in Q3 2025.
Full-year 2026 non-GAAP EBITDA guidance was raised to $187 million-$193 million; non-GAAP EPS guidance was raised to $2.48-$2.56.
Full-year 2026 total revenue guidance was tightened to $1.225 billion-$1.231 billion.
As of September 30, 2026, cash and cash equivalents were $315 million and the company had $350 million of undrawn revolving credit availability.
Four Corners Property Trust reported third-quarter 2026 results, with rental revenue up 13.8% to $75.7 million and AFFO per diluted share up 2.9% to $0.46. Net income attributable to common shareholders was flat at $28.8 million, but diluted EPS fell to $0.26 from $0.28 a year earlier. The company also authorized a $100 million share repurchase program, its first, which matters to shareholders because it signals management views buybacks as a use of capital alongside property acquisitions.
Rental revenue rose 13.8% year over year to $75.7 million; total revenues were $83.7 million versus $74.1 million
Net income attributable to common shareholders was $28.8 million, or $0.26 per diluted share, versus $0.28 a year earlier
AFFO per diluted share was $0.46, up 2.9%; NAREIT FFO per diluted share was $0.43, up 2.4%
Board authorized a share repurchase program of up to $100 million; the company acquired 120 properties for $326.3 million in the quarter
Princeton Bancorp reported third-quarter 2026 net income of $1.0 million, or $0.15 per diluted share, down from $7.1 million, or $1.04, in the second quarter and $6.5 million, or $0.95, a year earlier. The drop was driven mainly by a $7.6 million provision for credit losses, including charge-offs of two commercial real estate loans, plus a $900 thousand asset write-down tied to a future retail consolidation. Nine-month net income rose to $14.3 million, or $2.10 per diluted share, from $12.5 million, or $1.82, in the prior-year period, and the quarterly dividend was raised by $0.05, or 14.2%.
Q3 2026 net income of $1.0 million, or $0.15 per diluted share, versus $7.1 million, or $1.04, in Q2 2026
Provision for credit losses of $7.6 million in Q3 2026, mainly from the charge-off of two commercial real estate loans
Nine-month 2026 net income of $14.3 million, or $2.10 per diluted share, versus $12.5 million, or $1.82, a year earlier
Quarterly dividend increased by $0.05, or 14.2%; total assets were $2.31 billion at September 30, 2026
Aurora reported third-quarter 2026 revenue of $3 million, up from $1 million a year earlier, while its net loss grew to $234 million from $201 million. The company now expects 2026 revenue of about $9 million because its truck production ramp is about six weeks behind its prior plan, which affects the timing of its revenue growth.
Q3 2026 revenue $3 million vs. $1 million in Q3 2025; net loss $234 million vs. $201 million; loss per share $0.12 vs. $0.11
Company now expects 2026 revenue of approximately $9 million, citing a production ramp about six weeks behind its prior plan
Operating cash use about $170 million in Q3 2026; expects cash use of about $250 million in Q4 2026; over $1 billion in cash and short-term investments at quarter end
Adamas Trust reported a third-quarter 2026 GAAP net loss attributable to the company of $159.1 million, or $1.89 per basic share, as book value per share fell 21.9% to $7.93, which management said was primarily driven by lower valuations of Agency mortgage securities amid rising rates and volatility. Earnings available for distribution rose 25% year over year to $0.30 per share, and the company declared a $0.30 common dividend, up 11.1% from the prior quarter. The mixed results matter to shareholders because the GAAP loss and falling book value weigh against higher distributable earnings and a larger dividend.
GAAP basic loss per share of $1.89; net loss attributable to the company of $159.1 million for the quarter
Earnings available for distribution of $0.30 per share, up 25% year over year; quarterly economic return of (19.00)%
Book value per share of $7.93, down 21.9% quarter over quarter; adjusted book value per share of $8.88, down 19.6%
Common stock dividend raised to $0.30 per share, an 11.1% increase quarter over quarter
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