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).
Five Point Holdings reported third-quarter 2026 revenue of $14.6 million, up from $13.5 million a year earlier, but posted a consolidated net loss of $4.4 million compared with net income of $55.7 million in the prior-year quarter. The company revised its full-year 2026 guidance to approximately $20 million of consolidated net income, citing a likely deferral of land sales previously expected to close in 2026.
Q3 2026 revenue was $14.6 million, up from $13.5 million in Q3 2025; consolidated net loss was $4.4 million versus net income of $55.7 million a year earlier.
Net loss attributable to the company was $2.6 million, or $0.04 per diluted share, compared with net income of $21.1 million, or $0.28 per diluted share, in Q3 2025.
Full-year 2026 guidance was revised to approximately $20 million of consolidated net income; the company said it will likely defer certain land sales previously expected to close in 2026.
Cash and cash equivalents were $358.7 million and total liquidity was $576.2 million as of September 30, 2026.
AppFolio reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $296 million, up 19% year over year, and net income of $46 million, or $1.29 per diluted share, compared with $34 million, or $0.93, a year earlier. The company raised its full-year 2026 revenue range to $1.122 billion to $1.127 billion, which gives shareholders a higher revenue outlook while profit measures improved.
Q3 2026 revenue was $296 million, up 19% year over year from $249 million.
GAAP operating income rose 64% to $57 million; non-GAAP operating income rose 38% to $81 million.
Full-year 2026 revenue range raised to $1.122 billion to $1.127 billion; non-GAAP operating margin range is 26.5% to 27.5%.
Management and the company's CEO, Shane Trigg, said the results reflect new and existing customers adopting its platform.
SL Green reported third-quarter 2026 net income attributable to common stockholders of $72.2 million, or $1.01 per diluted share, up from $24.9 million, or $0.34, a year earlier, and FFO of $1.59 per share versus $1.58. The company raised its 2026 FFO guidance to $6.50-$6.70 per share from $5.60-$5.90 and its net income guidance to $0.40-$0.60 per share from $0.20-$0.50, but the nine-month net loss to common stockholders was $38.7 million, or $0.56 per share.
Q3 2026 net income to common stockholders was $72.2 million, or $1.01 per diluted share, versus $24.9 million, or $0.34, in Q3 2025.
Q3 2026 FFO was $1.59 per share, compared with $1.58 per share in Q3 2025.
2026 FFO guidance raised to $6.50-$6.70 per share from $5.60-$5.90; net income guidance raised to $0.40-$0.60 per share from $0.20-$0.50.
The FFO guidance raise reflects $1.10 per share of incremental income from the sale of a 20% joint venture interest in an entity related to food and beverage hospitality, offset by $0.25 per share from the higher interest rate environment.
Cosmos Health said in an October 19 release and an October 20 CEO letter that it expects fourth-quarter 2026 U.S. revenue of about $15 million and gross profit of about $10.5 million, and it reaffirmed full-year 2026 revenue above $90 million. Preliminary nine-month revenue was about $54.3 million, up 19%, but the fourth-quarter and full-year figures are company expectations, and the nine-month figures are preliminary and unaudited.
Preliminary nine-month 2026 revenue of about $54.3 million, up 19% year over year
Expected fourth-quarter 2026 U.S. revenue of about $15 million, with gross profit of about $10.5 million at a roughly 70% gross margin
Full-year 2026 revenue expected to surpass $90 million, implying fourth-quarter revenue of about $35.7 million or more, up about 81%
Active U.S. subscriptions reached 8,940 as of October 19, 2026, up 42% from 6,287 on October 14; more than 5.1 million shares repurchased for about $1.1 million
Vita Coco reported third-quarter 2026 net sales of $244 million, up 34% from a year earlier, and net income of $35 million, or $0.58 per diluted share, compared with $24 million, or $0.40, a year earlier. The company raised its full-year 2026 net sales guidance to $810 million to $820 million and adjusted EBITDA guidance to $170 million to $175 million, with growth partly driven by the Copra acquisition completed in July 2026.
Q3 2026 net sales of $244 million, up $62 million or 34%; organic net sales growth was 18%
Q3 net income of $35 million ($0.58 per diluted share) versus $24 million ($0.40) a year earlier
Full-year 2026 net sales guidance raised to $810 million to $820 million from $790 million to $805 million; adjusted EBITDA guidance raised to $170 million to $175 million from $154 million to $161 million
Fourth-quarter gross margin is expected to be approximately 33%, and cash fell to $152 million at September 30, 2026 after the $139 million Copra payment
Roper Technologies reported third-quarter 2026 revenue of $2.17 billion, up 8%, and adjusted DEPS of $5.89, up 15%, with GAAP net earnings up 22% to $485 million. The company raised its full-year 2026 adjusted DEPS guidance to $22.35-$22.40 from $22.15-$22.30, saying third-quarter adjusted DEPS exceeded its expectations. The GAAP results include a gain from its minority investment in Indicor, which the company excludes from adjusted figures.
Q3 2026 revenue rose 8% to $2.17 billion; organic revenue grew 7%
GAAP net earnings rose 22% to $485 million; adjusted net earnings rose 5% to $586 million
Adjusted DEPS rose 15% to $5.89 from $5.14 a year earlier; GAAP DEPS rose 33% to $4.88
Full-year 2026 adjusted DEPS guidance raised to $22.35-$22.40; Q4 2026 guidance is $5.95-$6.00
Quest Diagnostics reported third-quarter 2026 net revenues of $3.10 billion, up 10.0% from a year earlier, with reported diluted EPS of $2.78, up 28.7%, and adjusted diluted EPS of $3.00, up 15.4%. The company raised its full-year 2026 revenue and EPS guidance, which matters to shareholders because the outlook for both revenue and earnings per share moved higher.
Q3 2026 net revenues of $3,097 million, up 10.0% from $2,816 million in Q3 2025
Q3 2026 reported diluted EPS of $2.78 vs. $2.16 a year earlier; adjusted diluted EPS of $3.00 vs. $2.60
Full-year 2026 reported diluted EPS now expected at $10.21 to $10.31, up from $9.97 to $10.17
Full-year 2026 net revenues now expected at $12.065 billion to $12.105 billion, up from $11.95 billion to $12.05 billion; the company will hold its 2027 Investor Day on March 25, 2027
Allegion reported third-quarter 2026 revenue of $1,172.6 million, up 9.6%, and diluted EPS of $2.59, up from $2.18 a year earlier. The company raised its full-year 2026 adjusted EPS outlook to $9.05 to $9.10 and its reported revenue growth outlook to 9.5% to 10.5%, which shareholders can use to gauge the company's expected earnings for the year.
Q3 2026 diluted EPS was $2.59 versus $2.18; adjusted EPS was $2.60, up 13.0%
Q3 organic revenue rose 7.2%, led by the Americas region, where adjusted operating margin reached 30.1%
International segment organic revenue fell 0.2% and its adjusted operating margin declined to 13.9%
In Q3 the company repurchased about 0.8 million shares for about $120 million and paid dividends of about $46 million
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.