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).
Getty Realty furnished an investor presentation dated October 21, 2026, under Regulation FD, and raised its full-year 2026 AFFO per share guidance to $2.53-$2.54 from $2.52-$2.54. The presentation reports third-quarter 2026 AFFO up 14.0% to $41.1 million and year-to-date investments of $502.3 million at a 7.2% initial cash yield, which supports the raised outlook for shareholders.
Q3 2026 AFFO rose 14.0% to $41.1 million; AFFO per share rose 3.2% to $0.64
Year-to-date AFFO rose 14.5% to $119.0 million; AFFO per share rose 5.0% to $1.89
FY2026 AFFO per share guidance raised to $2.53-$2.54 from $2.52-$2.54
Year-to-date investments of $502.3 million at a 7.2% initial cash yield; no debt maturities until June 2028
Getty Realty reported third-quarter 2026 net earnings of $0.40 per share, flat with the prior-year quarter, while AFFO per share rose to $0.64 from $0.62. The company raised its 2026 AFFO per share guidance to $2.53 to $2.54, with the low end increased from $2.52, and reported more than $500 million of year-to-date investments.
Q3 2026 total revenues were $63.0 million, up from $55.6 million in Q3 2025; base rental income grew 13.8% to $59.3 million.
Q3 2026 FFO was $0.61 per share, down from $0.66, while AFFO was $0.64 per share, up from $0.62.
2026 AFFO per share guidance was raised to $2.53 to $2.54 from $2.52 to $2.54, excluding prospective acquisitions, dispositions and capital markets activity.
Year-to-date investments reached $502.3 million at a 7.2% initial cash yield, including $46.3 million invested after quarter end.
Essential Properties Realty Trust reported third quarter 2026 results on October 21, 2026. Total revenues rose to $168.7 million from $144.9 million, while diluted net income per share fell to $0.27 from $0.33 and AFFO per share rose 6% to $0.51. The company raised its 2026 AFFO per share guidance and issued 2027 AFFO guidance of $2.10 to $2.18 per share.
Q3 2026 diluted net income per share was $0.27, down from $0.33 a year earlier; AFFO per share was $0.51, up 6%
Q3 2026 total revenues were $168.7 million, compared with $144.9 million in Q3 2025
2026 AFFO per share guidance was raised to $2.02 to $2.05; 2026 investment volume guidance was raised to $1.3 billion to $1.5 billion
2027 AFFO per share guidance was issued at $2.10 to $2.18
Wyndham reported third-quarter 2026 results on October 21, 2026. Net revenues rose 7% to $410 million, but net income fell 6% to $99 million and diluted EPS fell 2% to $1.33, reflecting lower adjusted EBITDA. The company raised its full-year 2026 adjusted diluted EPS outlook to $4.84-$4.92 and its adjusted EBITDA outlook to $740-$745 million, and its board approved a $400 million increase in the share repurchase authorization.
Net revenues rose 7% to $410 million, while net income fell 6% to $99 million and diluted EPS fell 2% to $1.33 from $1.36.
Full-year 2026 adjusted diluted EPS outlook raised to $4.84-$4.92 from $4.71-$4.83; adjusted EBITDA outlook raised to $740-$745 million from $735-$745 million.
U.S. RevPAR rose 6% year-over-year, while China RevPAR declined 10%.
Repurchased $91 million of shares in the quarter; board increased the repurchase authorization by $400 million.
EastGroup reported third quarter 2026 diluted EPS of $1.46, up from $1.26 a year earlier, and FFO excluding a gain on involuntary conversion and business interruption claims of $2.45 per diluted share, up 7.9%. The company raised its 2026 FFO per share guidance to $9.62-$9.68 from $9.52-$9.66 and its 2026 EPS guidance to $5.99-$6.05, which benefits shareholders by showing higher expected earnings for the year.
Q3 2026 diluted EPS was $1.46 versus $1.26 in Q3 2025; FFO excluding certain claim gains was $2.45 per share versus $2.27, an increase of 7.9%.
Same PNOI, excluding lease termination income, rose 5.3% on a straight-line basis and 7.1% on a cash basis for Q3 2026.
Rental rates on new and renewal leases increased an average of 36.3% on a straight-line basis in Q3 2026.
Development starts guidance was raised to $390 million from $325 million, and operating property acquisition guidance to $360 million from $215 million.
Waste Connections reported third quarter 2026 revenue of $2.638 billion, up from $2.458 billion a year earlier, and net income of $359.2 million, or $1.43 per diluted share, compared with $286.3 million, or $1.11, in the prior-year quarter. The company raised its full-year 2026 outlook for revenue and adjusted EBITDA for a second time and increased its regular quarterly dividend by 10%.
Q3 2026 adjusted net income was $398.9 million, or $1.58 per diluted share, versus $1.44 a year earlier; adjusted EBITDA was $895.8 million, or 34.0% of revenue.
Updated 2026 outlook: revenue of approximately $10.09 billion and adjusted EBITDA of approximately $3.345 billion, with adjusted free cash flow between $1.40 billion and $1.45 billion.
Year-to-date share repurchases exceed $1 billion, equal to 2.5% of outstanding shares; the quarterly dividend rises 10%, the company's sixteenth consecutive annual increase.
Conference call on October 22, 2026 at 8:30 a.m. Eastern Time.
Martin Midstream Partners reported third quarter 2026 Adjusted EBITDA of $23.6 million, up from $19.3 million a year earlier, and a net loss of $4.1 million, narrower than the $8.4 million loss in the prior-year quarter. The partnership raised its full-year 2026 Adjusted EBITDA guidance to $94.0 million and declared a $0.005 per unit quarterly distribution, while leverage rose to 4.96 times from 4.43 times at year-end 2025.
Q3 2026 revenues were $231.7 million, up from $168.7 million in Q3 2025; net loss was $4.1 million, or $0.10 per unit, versus $8.4 million, or $0.21 per unit.
Full-year 2026 Adjusted EBITDA guidance was revised upward to $94.0 million; nine-month Adjusted EBITDA was $72.3 million.
Quarterly cash distribution of $0.005 per unit is payable November 13, 2026, to unitholders of record on November 6, 2026.
Total debt was $483.5 million at September 30, 2026, and revolving credit facility available liquidity was $21.9 million, down from $31.4 million at December 31, 2025.
UDR raised its full-year 2026 net income and FFOA per-share guidance and said its Q3 2026 net income per diluted share will be $0.67, well above prior guidance of $0.13 to $0.15, with the company citing a $190.1 million gain on the sale of depreciable real estate. The company also announced a joint venture with Apollo covering 19 communities valued at about $2.0 billion, which shareholders should weigh against the preliminary, unaudited nature of these results.
Q3 2026 preliminary FFOA of $0.65 per diluted share, at the high end of the $0.63 to $0.65 guidance range; net income of $0.67 vs. prior guidance of $0.13 to $0.15
Full-year 2026 net income guidance raised to $1.58 to $1.60 per diluted share from $1.03 to $1.11; FFOA guidance raised to $2.54 to $2.56 from $2.49 to $2.57
Apollo will invest $1.34 billion of equity for about a two-thirds interest in a joint venture of 19 communities with 7,059 apartment homes; UDR keeps a one-third interest and expects closing on October 29, 2026
Results are preliminary and unaudited; final Q3 2026 results are due November 2, 2026
Wabtec reported third quarter 2026 sales of $3.12 billion, up 8.1%, with GAAP diluted EPS of $2.42 (up 33.7%) and adjusted diluted EPS of $2.83 (up 22.0%). The company raised and tightened its 2026 adjusted EPS guidance to $10.85-$11.05, up $0.20 at the midpoint, while its 2026 revenue guidance of $12.30 billion to $12.60 billion was unchanged, so shareholders see a higher earnings outlook.
Q3 2026 sales were $3.12 billion, up 8.1%; Freight sales rose 6.9% and Transit sales rose 11.3%
Adjusted operating margin was 22.9%, up 1.9 points; GAAP operating margin was 20.0%
2026 adjusted EPS guidance raised to $10.85-$11.05; revenue guidance of $12.30 billion to $12.60 billion was continued
In Q3 the company repurchased $305 million of its shares and generated $455 million in cash from operations
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.