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).
Centene reported third quarter 2026 results on October 27, 2026, with a GAAP diluted loss of $(0.14) per share and adjusted diluted EPS of $0.58, compared with $0.50 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance by $0.40 to greater than $5.20 and its GAAP diluted EPS guidance to greater than $3.46. For shareholders, the higher guidance and improved quarterly profit compared with 2025 point to a faster earnings recovery than the company had previously expected.
Q3 2026 GAAP diluted loss per share was $(0.14), compared with a $(13.50) loss in Q3 2025, which included a $6.7 billion goodwill impairment.
Q3 2026 adjusted diluted EPS was $0.58, up from $0.50 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance rose to greater than $5.20; GAAP diluted EPS guidance is greater than $3.46.
Total debt was reduced by $1.1 billion since June 30, 2026, including full redemption of the 2027 Senior Notes in October 2026.
Polaris reported third quarter 2026 sales of $2,043 million, up 11% from a year earlier, and diluted EPS of $0.66 versus a loss of $0.28 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, and raised adjusted sales guidance to $7.55 billion to $7.60 billion from $7.30 billion to $7.50 billion. Shareholders benefit from stronger sales and profit, though about $1.09 of the adjusted EPS guidance comes from tariff refunds recorded in the second and third quarters.
Q3 2026 sales were $2,043 million, up 11%; North America sales rose 14% to $1,815 million.
Q3 diluted EPS was $0.66 (net income attributable to Polaris of $38.4 million), compared with a $0.28 loss per share a year earlier; adjusted diluted EPS was $1.08 versus $0.41.
Q3 results include $10 million of tariff refunds, which added $0.13 to adjusted EPS.
Full-year 2026 adjusted EPS guidance is $3.50 to $3.60, up from $3.00 to $3.10; the company said about $1.09 of this is attributed to tariff refunds.
Phillips Edison & Company reported third quarter 2026 net income attributable to stockholders of $62.7 million, or $0.49 per diluted share, up from $24.7 million, or $0.20, a year earlier. Core FFO rose 11.3% to $100.7 million, or $0.71 per diluted share, and the company raised the low end of its full-year 2026 Core FFO guidance to $2.75 to $2.79 per diluted share.
Q3 2026 Core FFO of $0.71 per diluted share, up 9.2% year over year on a per-share basis; Nareit FFO of $0.69 per diluted share
Full-year 2026 net income per diluted share guidance raised to $1.21 to $1.24, from $0.95 to $0.97
Full-year 2026 Core FFO guidance is $2.75 to $2.79 per diluted share, up from $2.73 to $2.79; same-center NOI growth guidance is 3.50% to 4.00%
Subsequent to quarter end, the company closed a new $350 million unsecured term loan maturing October 23, 2029
AZZ furnished an investor presentation under Regulation FD that repeats its revised fiscal 2027 guidance, dated October 13, 2026. The company raised all three guidance measures: sales, adjusted EBITDA and adjusted diluted EPS. For shareholders, the higher ranges signal a stronger outlook for the year, although the guidance excludes M&A activity and income from the AVAIL joint venture.
Sales guidance raised to $1.825–$1.875 billion from $1.80–$1.85 billion.
Adjusted EBITDA guidance raised to $380–$420 million from $375–$415 million.
Adjusted diluted EPS guidance raised to $7.00–$7.30 from $6.75–$7.15; the filing says the $7.15 midpoint implies about 15% growth on fiscal 2026's $6.19.
Guidance excludes all M&A activity and AVAIL JV income.
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.