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).
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
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
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.
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.
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
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%.
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.
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.
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.
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.
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.
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
Sandisk reported fiscal first quarter revenue of $11.0 billion and GAAP net income of $8.1 billion, driven by strong demand in its data center business. The company also announced an eight-for-one forward stock split effective November 19, 2026, and provided second-quarter revenue guidance between $12.2 billion and $12.6 billion.
Fiscal first quarter revenue reached $11.0 billion, up 23% sequentially.
GAAP net income was $8.1 billion, or $52.60 per diluted share.
Returned $5.0 billion to stockholders through the repurchase of 3.2 million shares.
Announced an eight-for-one forward stock split effective for stockholders of record as of November 9, 2026.
Republic Services, Inc. reported its third-quarter 2026 financial results, showing net income of $592 million, or $1.93 per diluted share, up from $550 million, or $1.76 per diluted share, in the prior-year period. The company also raised its full-year 2026 financial guidance for adjusted EBITDA and adjusted free cash flow, and announced a new $5 billion share repurchase authorization.
Net income for Q3 2026 was $592 million, or $1.93 per diluted share, compared to $550 million, or $1.76 per diluted share, in Q3 2025.
Full-year 2026 adjusted EBITDA guidance was raised to a range of $5.550 billion to $5.575 billion.
Full-year 2026 adjusted free cash flow guidance was raised to a range of $2.565 billion to $2.585 billion.
The Board of Directors approved a $5 billion share repurchase authorization effective January 1, 2027, through December 31, 2029.
Ingram Micro reported fiscal third-quarter 2026 net sales of $15.2 billion, up 20.8%, and GAAP diluted EPS of $0.57 versus $0.42 a year earlier. The company also gave fourth-quarter guidance of $17.5 billion to $17.9 billion in net sales and non-GAAP diluted EPS of $1.05 to $1.15, and declared a quarterly dividend of $0.088 per share. Gross margin narrowed to 6.55% from 6.90%, which the company attributed to a shift toward lower-margin GPU and AI-infrastructure products.
Q3 net sales were $15.2 billion, up 20.8%; GAAP diluted EPS was $0.57 versus $0.42, and non-GAAP diluted EPS was $0.91 versus $0.72
Q4 2026 guidance: net sales of $17.5 billion to $17.9 billion and non-GAAP diluted EPS of $1.05 to $1.15, versus $0.96 in the prior fiscal fourth quarter
Quarterly dividend of $0.088 per share, payable November 23, 2026, to holders of record as of November 9, 2026
Gross margin was 6.55%, down from 6.90% a year earlier
Supernus reported third-quarter 2026 total revenues of $226.8 million, up 18% from a year earlier, and net earnings of $20.9 million, or $0.35 per diluted share, compared with a net loss of $45.1 million a year earlier. The company raised its full-year 2026 total revenue and GAAP operating earnings guidance, but the guidance will no longer apply if the Indivior merger closes as expected on November 2, 2026.
Q3 2026 net earnings were $20.9 million, or $0.35 per diluted share, versus a net loss of $45.1 million, or $0.80 per share, in Q3 2025.
Total revenues were $226.8 million, up from $192.1 million; ONAPGO net sales rose to $17.1 million from $6.8 million.
2026 total revenue guidance was raised to $875 million to $900 million from $860 million to $890 million.
The Indivior merger is expected to close November 2, 2026; Supernus common stock is expected to trade under SUPN on November 3, 2026.
Twilio Inc. reported third quarter 2026 revenue of $1.56 billion, representing a 20% increase year-over-year. The company also raised its full-year 2026 reported revenue growth outlook to 20% and increased its non-GAAP income from operations and free cash flow ranges to $1.19 billion to $1.20 billion.
Third quarter 2026 revenue reached $1.56 billion, up 20% reported and 16% organic year-over-year.
GAAP income from operations for the third quarter was $148.6 million, with diluted net income per share of $1.00.
Full-year 2026 non-GAAP income from operations guidance was raised to a range of $1.19 billion to $1.20 billion.
Twilio repurchased $127.2 million of Class A common stock during the third quarter of 2026.
Columbia Sportswear reported third quarter 2026 net sales up 2% to $962.6 million and diluted EPS of $1.66, compared with $0.95 a year earlier, when impairment charges reduced EPS by $0.46. The company raised the low end of its full year 2026 diluted EPS range to $4.65 to $4.90 from $4.45 to $4.90, but cut its operating cash flow outlook to $230 to $250 million from $290 to $310 million.
Q3 2026 net sales rose 2% to $962.6 million; operating income was $109.6 million, or 11.4% of net sales, versus $67.4 million a year earlier.
Full year 2026 diluted EPS outlook: $4.65 to $4.90 (prior $4.45 to $4.90); net sales outlook $3.46 to $3.50 billion (prior $3.43 to $3.50 billion).
Full year 2026 operating cash flow outlook lowered to $230 to $250 million from $290 to $310 million, which the company attributed to earlier production of Spring 2027 inventory.
Board declared a quarterly dividend of $0.30 per share, payable December 3, 2026 to shareholders of record on November 19, 2026.
Dexcom reported third-quarter 2026 revenue of $1.344 billion, representing an 11% increase year-over-year, alongside GAAP operating income of $327.2 million. The company raised its full-year 2026 revenue guidance midpoint to between $5.20 billion and $5.25 billion and announced a new $1.0 billion share repurchase program. For shareholders, these results reflect continued top-line growth, margin expansion, and capital return initiatives.
Worldwide revenue grew 11% year-over-year to $1.344 billion for the third quarter ended September 30, 2026.
GAAP operating income reached $327.2 million, or 24.3% of revenue, compared to $242.5 million in the third quarter of 2025.
The Board of Directors authorized a share repurchase program of up to $1.0 billion of common stock expiring no later than December 31, 2027.
Full-year 2026 revenue guidance was raised to a range of $5.20 billion to $5.25 billion.
Monolithic Power Systems reported third-quarter 2026 revenue of $1.2 billion, up 63.1% year-over-year, and GAAP net income of $271.1 million. The company appointed Tony Balow as Chief Financial Officer and Robert Dean as Chief Accounting Officer, effective October 27, 2026. Additionally, the board authorized an additional $500 million for stock repurchases in October 2026.
Q3 2026 revenue reached $1.2 billion, an increase of 63.1% compared with $737.2 million in Q3 2025.
GAAP net income for the third quarter of 2026 was $271.1 million, or $5.51 per diluted share.
Tony Balow was appointed Vice President and Chief Financial Officer, and Robert Dean was appointed Vice President and Chief Accounting Officer on October 27, 2026.
For the fourth quarter of 2026, the company expects revenue in the range of $1,315 million to $1,385 million.
Rivian reported third-quarter 2026 revenue of $2.155 billion, up 38% from a year earlier, and a net loss attributable to common stockholders of $913 million, narrower than $1.173 billion a year earlier. The company raised its full-year delivery guidance and said adjusted EBITDA is improving, but free cash flow was negative $1.124 billion, and CFO departure brings an interim replacement effective October 30, 2026.
Q3 2026 revenue was $2.155 billion, up 38% year over year; deliveries were 19,248 units, up 46%.
Net loss attributable to common stockholders was $913 million, or $0.63 per share, versus $1.173 billion, or $0.96 per share, a year earlier.
Full-year 2026 delivery guidance raised to 67,000 to 70,000 units from 65,000 to 70,000; adjusted EBITDA guidance improved by $100 million at the midpoint.
Derek Mulvey, Vice President of Finance, named Interim Chief Financial Officer effective October 30, 2026, with base salary of $400,000 and a 40% target bonus.
InterDigital reported third-quarter 2026 revenue of $193.4 million, up 17% from a year earlier, and net income of $80.2 million, up 19%. The company raised the midpoint of its full-year 2026 revenue outlook to $813 million to $819 million, based only on contracted revenue, and reported record annualized recurring revenue of $628.9 million. Smartphone revenue fell 10% in the quarter, and third-quarter revenue included $36.2 million of catch-up revenue.
Q3 2026 revenue of $193.4 million, up 17% from $164.7 million; diluted EPS of $2.34 versus $1.93 a year earlier
Full-year 2026 revenue outlook of $813 million to $819 million; Q4 2026 revenue outlook of $154 million to $160 million, both based on contracted revenue only
Annualized recurring revenue reached a record $628.9 million, up 7% year over year
Quarterly dividend increased to $0.75 per share from $0.70; 2027 convertible notes remain outstanding at $296.7 million principal
EMCOR Group reported third-quarter 2026 revenues of $5.54 billion and diluted earnings per share of $9.04, reflecting year-over-year growth driven by strong demand across its electrical and mechanical construction sectors. The company raised its full-year 2026 revenue and non-GAAP diluted EPS guidance ranges and increased its share repurchase program by $500 million, signaling continued confidence for shareholders.
Q3 2026 revenues reached a record $5.54 billion, up 28.8% year-over-year.
Diluted EPS for the quarter was $9.04, compared to $6.57 in Q3 2025.
Remaining performance obligations as of September 30, 2026, totaled a record $18.57 billion.
Full-year 2026 revenue guidance was raised to $20.6 billion - $21.0 billion.
Establishment Labs reported third-quarter 2026 revenue of $72.0 million, up 33.9% from a year earlier, with U.S. revenue up 119.0% to $26.0 million. The company also raised its full-year 2026 revenue guidance to more than $274 million, from $269 million to $271 million, and reported its first positive quarter of free cash flow, which matters to shareholders because it shows higher sales and a narrower loss.
Q3 2026 revenue was $72.0 million versus $53.8 million in Q3 2025; GAAP net loss narrowed to $10.7 million, or $(0.35) per share, from $11.1 million, or $(0.38) per share.
Adjusted EBITDA was $6.4 million, or 8.9% of revenue, compared with $1.2 million a year earlier.
Free cash flow was $5.1 million in the quarter, the first positive quarter in the company's history.
Full-year 2026 revenue guidance was raised to more than $274 million; adjusted operating expense guidance of $195 million to $200 million was unchanged.
Ameriprise Financial reported third quarter 2026 GAAP net income of $1.13 billion, or $12.32 per diluted share, up from $912 million, or $9.33 per diluted share, a year ago. The results reflect continued asset growth, favorable market impacts, and strong client engagement across wealth and asset management segments. Additionally, the company announced a new $5.5 billion share repurchase authorization and returned over $1.0 billion to shareholders during the quarter.
Third quarter 2026 adjusted operating earnings per diluted share increased 14 percent to $11.26.
Total assets under management, administration and advisement grew 8 percent to $1.8 trillion.
The company returned over $1.0 billion to shareholders and announced a new $5.5 billion share repurchase authorization through September 30, 2028.
APi Group reported third-quarter 2026 net revenues of $2.6 billion, up 22.5% from a year earlier, and net income of $114 million, up 22.6%. The company raised its full-year 2026 guidance for net revenues and adjusted EBITDA, but gross profit margin fell 120 basis points on rising material, fuel, and other costs.
Q3 2026 net revenues were $2,554 million vs. $2,085 million a year earlier, up 22.5% (15.7% organic)
Diluted EPS was $0.24 vs. $0.20; adjusted diluted EPS was $0.50 vs. $0.41, up 22.0%
Full-year 2026 net revenues guidance raised to $9,200 to $9,250 million from $8,875 to $9,025 million
Full-year 2026 adjusted EBITDA guidance raised to $1,235 to $1,255 million from $1,205 to $1,245 million
Saia reported third quarter 2026 revenue of $982.5 million, up 17.0% from a year earlier, and diluted earnings per share of $3.41 versus $3.22. The company also authorized a $250 million stock repurchase program with no expiration date, and added Todd C. Fowler to its board. Operating ratio rose to 87.6% from 85.9%, and the prior-year quarter included a real estate gain that the company excluded from its adjusted figures.
Operating revenue was $982.5 million, up 17.0% from $839.6 million in the third quarter of 2025.
Diluted EPS was $3.41 versus $3.22; the prior-year figure included a $0.41 per share real estate gain, and adjusted EPS was $2.81.
Operating ratio was 87.6% compared with 85.9% in the third quarter of 2025.
The board authorized repurchases of up to $250 million of common stock; the company is not obligated to buy a set number of shares and may suspend or end the program at any time.
ATI Inc. reported third-quarter 2026 sales of $1.42 billion and net income attributable to ATI of $190 million, reflecting year-over-year sales growth of 26 percent. Driven by strong demand and disciplined execution, the company raised its full-year 2026 adjusted EBITDA guidance by $35 million to a range of $1.190 billion to $1.200 billion.
Sales reached $1.42 billion in the third quarter of 2026, a 26% increase compared to the third quarter of 2025.
Net income attributable to ATI was $190 million, or $1.37 per share, up 73% year-over-year.
Adjusted EBITDA rose 46% year-over-year to $328 million for the third quarter of 2026.
Full-year 2026 adjusted EBITDA guidance was raised by $35 million to $1.190 billion - $1.200 billion.
PHINIA reported third-quarter 2026 results with net sales of $912 million, up 0.4%, and diluted earnings per share of $1.80 versus $0.33 a year earlier. The company raised its full-year 2026 guidance for net sales, net earnings, and Adjusted EBITDA, which matters to shareholders because the higher outlook reflects improved profitability and continued share repurchases.
Q3 2026 net earnings were $67 million, or $1.80 per diluted share, compared with $13 million, or $0.33, in Q3 2025.
Adjusted EBITDA rose $2 million to $135 million, and Adjusted EBITDA margin was 14.8%, up 20 basis points.
Full-year 2026 net earnings guidance was raised to $160 million to $182 million from $155 million to $180 million; net sales guidance was raised to $3,625 million to $3,675 million.
Operating cash flow fell $32 million to $87 million in Q3, and the company repurchased $65 million of common equity during the quarter.
Cheniere Partners reported third quarter 2026 revenue of $2.6 billion, up 7%, and net income of $639 million, up 26% from a year earlier. It tightened its full-year 2026 distribution guidance to $3.30 to $3.40 per common unit from $3.10 to $3.40, raising the low end while keeping the $3.10 base distribution. Shareholders also received a declared Q3 distribution of $0.890 per unit, payable November 13, 2026.
Q3 2026 revenue was $2,574 million versus $2,404 million; net income was $639 million versus $506 million.
Full-year 2026 distribution guidance is now $3.30 to $3.40 per unit, up from $3.10 to $3.40; base distribution held at $3.10.
Declared a $0.890 per unit distribution ($0.775 base plus $0.115 variable) for unitholders of record on November 3, 2026, payable November 13, 2026.
In October 2026, SPL signed a long-term LNG supply agreement with QatarEnergy for up to 2 mtpa, beginning in the early 2030s through 2054.
Cheniere reported third-quarter 2026 revenue of $6.17 billion, up 39% from a year earlier, and net income attributable to the company of $1.17 billion, up 12%. The company raised its full-year 2026 Consolidated Adjusted EBITDA and Distributable Cash Flow guidance and declared a quarterly dividend of $0.625 per share, an increase of over 12%.
Q3 net income attributable to Cheniere was $1.17 billion, versus $1.05 billion in Q3 2025; nine-month net income was $736 million, versus $3.03 billion, mainly due to $3.6 billion of unfavorable derivative fair-value changes.
2026 Consolidated Adjusted EBITDA guidance raised to $8.75 billion-$9.25 billion from $7.90 billion-$8.40 billion; Distributable Cash Flow guidance raised to $6.05 billion-$6.55 billion from $5.30 billion-$5.80 billion.
Quarterly dividend of $0.625 per share is payable November 17, 2026, to shareholders of record as of November 9, 2026.
In Q3 2026, Cheniere repurchased about 2.8 million shares for about $731 million.
Leonardo DRS reported third-quarter 2026 results on October 29, 2026, with revenue of $1.1 billion, up 11% year-over-year, and net earnings of $115 million, up 60%. The company raised its 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, and that guidance excludes the pending acquisition of Raft LLC. Third-quarter free cash flow of $61 million was lower than a year earlier, though the company said year-to-date operating and free cash flow are well ahead of the prior-year period.
Revenue of $1.1 billion, up 11% year-over-year; diluted EPS of $0.43 versus $0.26 a year earlier
2026 revenue guidance raised to $3,950 million-$3,985 million from $3,900 million-$3,975 million
2026 Adjusted Diluted EPS guidance raised to $1.50-$1.53 from $1.34-$1.39
Quarterly dividend of $0.09 per share payable November 25, 2026, to holders of record November 12, 2026
Baxter reported third-quarter 2026 sales of $2.98 billion, up 5% on both a reported and organic basis, and GAAP diluted EPS of $0.57 versus a loss of $0.09 a year earlier. Adjusted diluted EPS fell 16% to $0.58, and the company raised its full-year 2026 outlook, including adjusted EPS of $2.05 to $2.15. The board also declared a $0.01 quarterly dividend payable January 4, 2027.
Q3 sales of approximately $2.98 billion, up 5% reported and organic; U.S. sales up 3% reported, international up 7% reported
GAAP diluted EPS of $0.57 versus a loss of $0.09 a year earlier; adjusted diluted EPS of $0.58, down 16% from $0.69, due to a higher effective tax rate
Full-year 2026 adjusted EPS outlook raised to $2.05 to $2.15 from $1.95 to $2.15; reported sales growth raised to 4% to 5% from 3% to 4%
Quarterly dividend of $0.01 per share, record date November 27, 2026, payable January 4, 2027
CCC Intelligent Solutions reported third quarter 2026 revenue of $294.1 million, up 10.1% from a year earlier, and GAAP net income of $30.2 million, compared with a net loss of $2.0 million in the same quarter of 2025. The company suspended its practice of providing guidance because of the pending all-cash acquisition by GTCR and Elliott at $7.75 per share, expected to close in the first quarter of 2027.
Revenue was $294.1 million, up 10.1% from $267.1 million in Q3 2025.
GAAP net income was $30.2 million, or $0.05 per diluted share, versus a net loss of $2.0 million in Q3 2025.
Adjusted EBITDA was $130.5 million, up 18.5%, with a 44% adjusted EBITDA margin.
Guidance was suspended; the GTCR and Elliott deal at $7.75 per share is expected to close in Q1 2027, and no conference call will be held.
Laureate Education reported third-quarter 2026 revenue of $485.1 million, up 21% as reported and 14% on a constant currency basis, and net income of $101.2 million versus $34.4 million a year earlier. Results include a $25.4 million discrete tax benefit and about $29 million of favorable academic calendar timing. The board approved a $150 million increase to the share repurchase program, and the company reaffirmed its full-year 2026 outlook.
Q3 revenue $485.1 million, up 21% as reported and 14% in constant currency; operating income $119.1 million versus $71.5 million.
Q3 net income $101.2 million, including a $25.4 million discrete tax benefit; diluted EPS $0.73 versus $0.23.
Board approved a $150 million increase to the repurchase program; about $225.2 million may be repurchased after cumulative buybacks through September 30, 2026.
2026 outlook reaffirmed: revenues of $1,920 million to $1,930 million and Adjusted EPS of $2.04 to $2.10 per share.
Huntington Ingalls reported third-quarter 2026 net earnings of $217 million, or $5.48 per diluted share, up from $145 million, or $3.68, a year earlier, on revenue of $3.5 billion, up 10.8%. The company raised its fiscal 2026 shipbuilding revenue guidance to $10.5 billion to $10.7 billion from $10.2 billion to $10.4 billion, and reaffirmed its shipbuilding operating margin and free cash flow outlook. Shareholders see higher earnings and a higher revenue outlook, though free cash flow for the first nine months of 2026 was negative $182 million.
Third-quarter net earnings $217 million ($5.48 diluted EPS) vs. $145 million ($3.68) in Q3 2025
Shipbuilding revenue guidance raised to $10.5 billion-$10.7 billion from $10.2 billion-$10.4 billion
Shipbuilding operating margin guidance of 6.0%-6.5% and FY26 free cash flow guidance of $500 million-$600 million reaffirmed
Bristol Myers Squibb reported third-quarter 2026 total revenues of $13.1 billion, representing a 7% increase compared to the same period in 2025. The company raised its full-year 2026 revenue guidance range to $49.75 billion to $50.25 billion, driven by momentum in its Growth Portfolio.
Third-quarter total revenues increased 7% to $13.1 billion compared to $12.2 billion in 2025.
GAAP EPS was $1.05 and non-GAAP EPS was $1.35 for the third quarter of 2026.
Full-year 2026 revenue guidance was raised to a range of $49.75 billion to $50.25 billion.
Non-GAAP EPS guidance for 2026 was updated to a range of $6.35 to $6.55.
Howmet Aerospace Inc. reported third quarter 2026 revenue of $2.7 billion and GAAP EPS of $1.42, driven by strong growth across commercial aerospace, defense, and gas turbine markets. The company increased its full-year 2026 financial guidance and expanded its share repurchase authorization by $5 billion, reflecting robust cash generation.
Revenue increased 29% year over year to $2.703 billion, with organic growth of 25%.
GAAP EPS rose 49% to $1.42, and Adjusted EPS increased 54% to $1.46.
The Board of Directors authorized a $5 billion increase to the share repurchase program on October 28, 2026.
Full-year 2026 guidance was increased, and initial 2027 revenue is projected at approximately $11.5 billion.
Altria Group reported third-quarter 2026 net revenues of $6.1 billion and adjusted diluted EPS of $1.52, representing a 4.8% increase year-over-year. Driven by strong performance, the company raised its full-year 2026 adjusted diluted EPS guidance range to $5.66 to $5.74. Additionally, the Board authorized a $1 billion expansion of its share repurchase program.
Net revenues for the third quarter of 2026 reached $6.1 billion, a 1.0% increase year-over-year.
Adjusted diluted EPS for the third quarter rose 4.8% to $1.52.
Full-year 2026 adjusted diluted EPS guidance was raised to a range of $5.66 to $5.74.
The Board authorized a $1 billion expansion to the share repurchase program, expiring December 31, 2027.
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