3,476 material Form 8-K filings that 2,430 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). 2,424 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Agree Realty reported third-quarter 2026 net income of $66.5 million, up 32.3% from a year earlier, and per-share AFFO of $1.15, up 4.9%. The company raised its 2026 AFFO per share guidance to $4.58 to $4.59 from $4.57 to $4.59, and it cut its investment volume guidance to approximately $1.6 billion from $1.6 to $1.8 billion.
Q3 2026 net income attributable to common stockholders rose 32.3% to $66.5 million; per-share net income rose 18.5% to $0.53.
Q3 2026 AFFO per share rose 4.9% to $1.15; Core FFO per share also rose 4.9% to $1.15.
2026 AFFO per share guidance revised to $4.58 to $4.59 from $4.57 to $4.59; investment volume guidance is now approximately $1.6 billion.
Company ended the quarter with approximately $2.0 billion of liquidity and a $400 million 5.65% senior notes offering at a 5.36% all-in rate.
Genuine Parts reported third-quarter 2026 sales of $6.5 billion, up 4.2%, and adjusted diluted EPS of $2.07, up from $1.98 a year earlier, while GAAP diluted EPS was flat at $1.62. The company narrowed its full-year 2026 adjusted EPS outlook to $7.50 to $7.75 from $7.50 to $8.00 and lowered its GAAP diluted EPS outlook to $5.60 to $5.85 from $5.90 to $6.40, which lowers the upper end of expected earnings for shareholders.
Q3 2026 sales were $6.5 billion, up 4.2%, with comparable sales up 2.9%.
Q3 GAAP net income was $224 million, or $1.62 per diluted share, versus $226 million, or $1.62, a year earlier; adjusted EPS was $2.07 versus $1.98.
2026 adjusted diluted EPS outlook is $7.50 to $7.75, down from $7.50 to $8.00; GAAP diluted EPS outlook is $5.60 to $5.85, down from $5.90 to $6.40.
Separation of the Automotive and Industrial businesses is on track for launch in the first quarter of 2027.
Valmont reported third-quarter 2026 net sales of $1.10 billion, up 5.5%, and diluted earnings per share of $6.24, up 25.3% from $4.98 a year earlier. The company raised its full-year 2026 adjusted diluted EPS outlook to $22.75 to $23.75 from $22.25 to $23.50, while keeping its net sales outlook unchanged at $4.3 to $4.45 billion.
Q3 2026 operating income rose 22.2% to $172.8 million, or 15.7% of net sales, versus $141.5 million, or 13.5%, in Q3 2025
Infrastructure sales rose 9.1% to $882.1 million, while Agriculture sales fell 6.4% to $226.0 million
North America Telecommunications sales declined as customers shifted capital allocation priorities
Returned $97.2 million to shareholders in Q3, including $82.3 million in share repurchases and $14.9 million in dividends
Kroger outlined a multi-year plan called Build America's Favorite Grocer and set new long-term financial targets through 2029, including 3%-6% adjusted EBITDA growth and 7%-11% adjusted net EPS growth for FY2027 through FY2029, excluding the pending Giant Eagle acquisition. The company reaffirmed its full-year 2026 guidance from its second quarter earnings, and replaced its prior 8%-11% total shareholder return target with the EPS-only target.
Targets approximately 3% comparable sales growth in 2029, excluding fuel and pharmacy
Targets 3%-6% adjusted EBITDA CAGR and 7%-11% adjusted net EPS CAGR for FY2027 through FY2029
Reaffirms 2026 full-year guidance provided at second quarter earnings
New EPS target replaces prior 8%-11% total shareholder return target, which included dividend yield
3M reported third-quarter 2026 sales of $6.6 billion, up 1.0% from a year earlier, with GAAP diluted EPS of $2.63 versus $1.55 and adjusted EPS of $2.50, up 12%. The company raised its full-year 2026 adjusted EPS guidance to $9.10 to $9.15 and now expects adjusted free cash flow of about $4.8 billion, which points to stronger profit expectations for shareholders.
Q3 GAAP sales of $6.6 billion, up 1.0%; adjusted sales up 4.2% with adjusted organic growth of 3.3%
GAAP EPS of $2.63 included a $0.60 benefit from the increase in value of the Solventum ownership stake; adjusted EPS was $2.50, up from $2.23
2026 adjusted EPS guidance raised to $9.10 to $9.15; adjusted total sales growth guided above 4.5%
Amazon warrant for up to 3.2 million shares tied to $6 billion in cumulative data center product sales over seven years
Equifax reported third-quarter 2026 revenue of $1.69 billion, up 10%, with net income attributable to Equifax up 32% to $211.7 million. The company lowered its full-year 2026 reported revenue guidance at the midpoint to $6.661 billion, citing a weaker U.S. mortgage market, while its Adjusted EPS guidance of $8.50 per share at the midpoint was cut by only $0.04.
Q3 2026 revenue was $1,692.5 million, up 10% reported and 9% in local currency versus Q3 2025.
Diluted EPS was $1.79 versus $1.29 a year earlier; Adjusted EPS was $2.26, up 11%.
Full-year 2026 reported revenue guidance midpoint was reduced to $6.661 billion because of a much weaker U.S. mortgage market.
Returned $158 million to shareholders in the quarter, including repurchases of 0.5 million shares for $92 million and $66 million in dividends.
GE Aerospace reported third-quarter 2026 results with GAAP revenue of $14.1 billion, up 16%, and GAAP profit of $2.8 billion, up 12%. Adjusted EPS rose 36% to $2.25, and the company raised its full-year 2026 adjusted EPS guidance to $8.00-$8.10 from $7.65-$7.85. Headline measures improved, though GAAP profit margin and quarterly operating cash flow declined.
Q3 2026 total orders were $19.0 billion, up 49%; GAAP revenue $14.1 billion, up 16%
GAAP continuing EPS $2.32, up 14%; adjusted EPS $2.25, up 36%
2026 adjusted EPS guidance raised to $8.00-$8.10 from $7.65-$7.85; adjusted revenue growth now ~19-20%
Q3 cash from operating activities $2.2 billion, down 14%; GAAP profit margin 19.9%, down 80 basis points
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.