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).
OGE Energy reported third quarter 2026 diluted earnings of $1.52 per share, up from $1.14 a year earlier, on net income of $316.2 million versus $231.3 million. The company now expects 2026 consolidated earnings of $2.62 to $2.68 per diluted share, above its original guidance range, citing warmer than normal weather.
Q3 2026 diluted EPS was $1.52 versus $1.14 in Q3 2025; net income was $316.2 million versus $231.3 million.
Operating revenues rose to $1,182.8 million from $1,045.0 million, with OG&E's results driven by significantly warmer weather.
2026 guidance now calls for consolidated earnings of $2.62 to $2.68 per diluted share, assuming normal weather for the rest of the year.
O-I Glass reported third-quarter 2026 net sales of $1.6 billion, down 2 percent, and a net loss of $13 million, or $0.08 per share, compared with net earnings of $30 million, or $0.19 per share, a year earlier. The company lowered its 2026 adjusted EBITDA outlook to $925 million to $950 million from $1.0 billion to $1.1 billion, citing energy and freight inflation, soft demand and a slower European recovery, and said it is starting a process on the proposed permanent closure of a European plant.
Q3 2026 net sales were $1.623 billion versus $1.653 billion; net loss attributable to the company was $13 million versus net income of $30 million in Q3 2025.
Adjusted EBITDA was $234 million versus $329 million; Europe segment operating profit fell to $2 million from $95 million.
2026 adjusted EBITDA guidance is $925 million to $950 million, down from $1.0 billion to $1.1 billion; free cash flow use is expected to be about $300 million.
The company expects $100 million to $120 million in charges in Q4 2026 related to the proposed closure of a European production facility.
Slide reported third-quarter 2026 net income of $138.2 million, up 24.5% from a year earlier, and raised its full-year 2026 net income outlook to $500 million to $520 million. The combined ratio rose to 59.3% from 48.5% on higher catastrophe losses, a headwind for underwriting profitability. The company also entered a $1.072 billion secured credit agreement with Huntington National Bank and declared a $1.50 per share special dividend, payable November 30, 2026.
Q3 2026 net income $138.2 million, up 24.5%; diluted EPS $1.09, up 37.3% from $0.79
Full-year 2026 net income outlook raised to $500 million-$520 million from $455 million-$470 million
New credit agreement with Huntington National Bank totals $1.072 billion, maturing October 26, 2031, replacing the $530.4 million existing facility
One-time special dividend of $1.50 per share plus $0.07 quarterly dividend, payable November 30, 2026 to holders of record November 23, 2026
Nabors reported third quarter 2026 operating revenues of $872 million, up 7% from the second quarter, and adjusted EBITDA of $246 million, up nearly 11% sequentially. The company still posted a net loss attributable to shareholders of $11 million, or $1.24 per share, and raised its full-year adjusted free cash flow outlook to $100 million to $110 million, which it called materially higher than prior guidance.
Q3 2026 operating revenues $872 million, up from $814.8 million in Q2 2026 and $818.2 million in Q3 2025
Net loss attributable to Nabors shareholders $11 million ($1.24 per diluted share), versus net income of $274.2 million in Q3 2025, which included a Quail Tools gain
Adjusted free cash flow $75 million in Q3 2026; full-year 2026 outlook raised to $100 million to $110 million
Full-year 2026 adjusted EBITDA expected at about $930 million, the upper end of prior guidance; Q4 2026 adjusted free cash flow expected at $60 million to $70 million
American Assets Trust reported third-quarter 2026 results on October 27, 2026, with FFO of $0.56 per diluted share, up from $0.49 a year earlier, and net income to common stockholders of $0.13 per share, up from $0.07. The company raised its 2026 FFO per diluted share guidance to a range of $2.04 to $2.10, a $0.04 increase at the midpoint. Nine-month net income fell to $18.0 million from $52.5 million, mainly because of a 2025 gain on a property sale.
Q3 2026 FFO was $0.56 per diluted share, compared with $0.49 in Q3 2025.
Q3 2026 total revenue was $114.3 million, compared with $109.6 million in Q3 2025.
2026 FFO per diluted share guidance rose to $2.04 to $2.10 from $1.96 to $2.10, with a midpoint of $2.07.
Nine-month net income attributable to common stockholders was $18.0 million, compared with $52.5 million, mainly due to the 2025 gain on the Del Monte Center sale.
W. P. Carey reported third-quarter 2026 results on October 27, 2026, with revenues up 8.6% to $468.3 million and AFFO per diluted share up 6.4% to $1.33. The company raised and narrowed its full-year 2026 AFFO per diluted share guidance to $5.23-$5.29 from $5.19-$5.27, which points to higher cash earnings per share for shareholders. GAAP diluted earnings per share fell to $0.61 from $0.64, partly reflecting a $35.8 million unrealized loss on the company's Lineage shares.
Revenues including reimbursable costs were $468.3 million, up 8.6% from $431.3 million in the third quarter of 2025.
AFFO per diluted share was $1.33, up 6.4% from $1.25; GAAP diluted EPS was $0.61 versus $0.64, and net income attributable to W. P. Carey was $141.0 million, unchanged year over year.
2026 AFFO per diluted share guidance was raised to $5.23-$5.29 from $5.19-$5.27, and investment volume guidance was narrowed to $1.8-$2.1 billion.
The quarterly cash dividend was increased to $0.950 per share, an annualized $3.80, up 4.4% from the third quarter of 2025.
Ensign Group reported third-quarter 2026 GAAP diluted earnings per share of $1.76, up 23.9% from the prior year, and adjusted earnings per share of $2.03. The company raised its 2026 annual earnings guidance to $7.94 to $8.02 per diluted share, up from $7.75 to $7.85, and raised the low end of its revenue guidance to $5.89 billion. Higher guidance signals management expects stronger full-year profit than it previously forecast.
Q3 2026 GAAP net income was $104.3 million, up 24.4% year over year, on consolidated revenue of $1.48 billion, up 14.5%.
Adjusted earnings per share was $2.03 for the quarter, up 23.8% from $1.64 a year earlier.
2026 earnings guidance raised to $7.94 to $8.02 per diluted share from $7.75 to $7.85; revenue guidance upper end held at $5.92 billion.
Cash on hand was approximately $337.6 million at September 30, 2026, and the company paid a quarterly dividend of $0.065 per share.
InvenTrust Properties reported third-quarter 2026 net income of $19.4 million, or $0.25 per diluted share, up from $6.0 million, or $0.08, a year earlier. Core FFO rose to $0.50 per share from $0.47, and the company raised the low end of its 2026 Core FFO and Nareit FFO guidance, which matters to shareholders because it signals higher expected per-share earnings for the year.
Q3 2026 net income was $19.4 million, or $0.25 per diluted share, versus $6.0 million, or $0.08, in Q3 2025; the quarter included a $17.4 million gain on sale of investment properties.
Q3 2026 Core FFO was $0.50 per diluted share, versus $0.47 a year earlier; Nareit FFO was $0.53, versus $0.49.
Same Property NOI rose 3.1% in Q3 2026; leased occupancy was 96.4% as of September 30, 2026.
2026 guidance: Core FFO of $1.94 to $1.96 per share (previously $1.92 to $1.96); Nareit FFO of $2.05 to $2.07 (previously $2.01 to $2.07).
OrthoPediatrics reported third-quarter 2026 revenue of $72.7 million, up 19% from a year earlier, and a net loss of $5.9 million, narrower than the $11.8 million loss in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Third-quarter revenue was $72.7 million, up 19% from $61.2 million in the third quarter of 2025.
Net loss narrowed to $5.9 million, or $0.25 per share, from $11.8 million, or $0.50 per share, a year earlier.
2026 revenue guidance raised to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Free cash flow was $1.6 million in the quarter, compared with usage of $3.4 million a year earlier.
ExlService reported third-quarter 2026 revenue of $634.0 million, up 19.7% from a year earlier, and GAAP diluted EPS of $0.45, up 25.3%. The company raised its full-year 2026 revenue and adjusted EPS guidance, which signals stronger expected results for shareholders.
Q3 2026 revenue of $634.0 million, up 19.7% year-over-year and 6.6% sequentially
Q3 GAAP diluted EPS of $0.45 vs. $0.36 a year earlier; adjusted diluted EPS of $0.62 vs. $0.48
Full-year 2026 revenue guidance raised to $2.430 billion to $2.440 billion from $2.390 billion to $2.415 billion
Full-year adjusted diluted EPS guidance raised to $2.34 to $2.36 from $2.25 to $2.29
CTS Corporation furnished an October 2026 investor presentation under Regulation FD. It shows third-quarter 2026 net sales of $149.6 million, up from $143.0 million a year earlier, and GAAP diluted EPS of $0.61 versus $0.46. The deck also gives updated fiscal 2026 guidance of $580 million to $590 million in revenue and $2.78 to $2.88 in adjusted diluted EPS, with the Millar acquisition included.
Q3 2026 net sales were $149.6 million, compared with $143.0 million in Q3 2025.
Q3 2026 net earnings were $17.8 million, or $0.61 per diluted share, compared with $13.7 million, or $0.46, a year earlier; adjusted diluted EPS was $0.77 versus $0.60.
Updated FY 2026 guidance: revenue of $580 million to $590 million and adjusted diluted EPS of $2.78 to $2.88, including the expected impact of the Millar acquisition.
Q3 2026 results include a $12.5 million pretax insurance recovery, which the company excludes from adjusted figures.
Euronet reported third quarter 2026 results, with revenue up 1% to $1,161.1 million but operating income down 12% to $171.6 million and diluted EPS of $2.53, versus $2.75 a year earlier. The company revised its 2026 outlook to about $4.375 billion of revenue, about $725 million of Adjusted EBITDA and adjusted EPS growth of about 10%, citing immigration-related pressure in Cross-Border Payments and broader economic factors.
Revenue of $1,161.1 million, up 1% from $1,145.7 million; Cross-Border Payments revenue fell 5% to $431.0 million.
Operating income of $171.6 million, down 12% from $195.0 million; adjusted EPS of $3.55, down 2% from $3.62.
Revised 2026 outlook: about $4.375 billion revenue, about $725 million Adjusted EBITDA, and adjusted EPS growth of about 10%.
Repurchased $50 million of common stock during the quarter; total indebtedness was $2,177.3 million at September 30, 2026, down from $2,654.0 million at June 30, 2026.
CTS reported third-quarter 2026 sales of $149.6 million, up 5% from a year earlier, and diluted EPS of $0.61 versus $0.46. It raised its 2026 guidance, lifting the sales range to $580-$590 million from $565-$585 million and the adjusted diluted EPS range to $2.78-$2.88 from $2.55-$2.70. Reported third-quarter results include a $12.5 million insurance recovery that the company excludes from its adjusted figures.
Q3 2026 sales were $149.6 million, up 5%; diluted EPS was $0.61 versus $0.46, and adjusted diluted EPS was $0.77 versus $0.60.
2026 sales guidance raised to $580-$590 million from $565-$585 million.
2026 adjusted diluted EPS guidance raised to $2.78-$2.88 from $2.55-$2.70.
Q3 2026 results include a $12.5 million insurance recovery, which the company excludes from adjusted EBITDA and adjusted EPS.
IQVIA reported third-quarter 2026 revenue of $4,428 million, up 8.0%, and Adjusted Diluted EPS of $3.34, up 11.3% year-over-year. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, which is the key development for shareholders. The filing also discloses a backlog adjustment of approximately $2.1 billion tied to a review of inactive trials, which the company says does not affect 2026 guidance.
Q3 revenue $4,428 million, up 8.0% reported and 8.6% at constant currency; GAAP diluted EPS $2.10 versus $1.93 a year earlier
Full-year 2026 revenue guidance raised to $17,350 million to $17,500 million; Adjusted EBITDA to $4,025 million to $4,055 million
Full-year 2026 Adjusted Diluted EPS guidance raised to $12.90 to $13.00
Backlog adjusted by approximately $2.1 billion after review of inactive trials; R&DS contracted backlog stood at $32.6 billion as of September 30, 2026
The Sherwin-Williams Company reported third-quarter 2026 consolidated net sales of $6.86 billion, an increase of 7.9% compared to the same period in 2025. Diluted net income per share rose 0.9% to $3.38, while adjusted diluted net income per share increased 1.1% to $3.63. The company also updated its full-year 2026 diluted net income per share guidance to a range of $10.92 to $11.22.
Consolidated net sales increased 7.9% to $6.86 billion for the third quarter ended September 30, 2026.
Diluted net income per share was $3.38, compared to $3.35 in the third quarter of 2025.
Full-year 2026 adjusted diluted net income per share guidance was narrowed to a range of $11.85 to $12.15.
The company returned $749.0 million to shareholders through dividends and share repurchases in the quarter.
Xylem reported third-quarter 2026 revenue of $2.2 billion, down 3% on a reported basis and flat organically, while reported earnings per share rose 34% to $1.25. The company lowered its full-year 2026 adjusted EPS guidance to $5.40-$5.45 from $5.55-$5.70 and cut its revenue forecast to a 1% decline from a prior 2% gain, and it said it intends to divest Applied Water International and Specialty Flow Control and reorganize into three segments in 2027.
Q3 2026 revenue was $2.2 billion, down 3% on a reported basis; adjusted EPS was $1.44, up 5%, and reported EPS was $1.25, up 34%
Full-year 2026 revenue is now expected at about $8.95 billion, down 1% reported, versus prior guidance of up 2%
Full-year 2026 adjusted EPS guidance was lowered to $5.40-$5.45 from $5.55-$5.70
Executive Hayati Yarkadas will cease to be an executive officer on January 1, 2027 and will lead the planned divestitures, with a $1.2 million success incentive tied to their closing
Royal Caribbean Group reported third-quarter 2026 financial results with revenue of $5.6 billion and adjusted earnings per share of $6.57, driven by strong close-in demand and lower costs due to timing. The company raised its full-year 2026 adjusted EPS guidance to a range of $17.85 to $17.95. Additionally, the company announced a partnership to acquire a 50% interest in Sandals and Beaches Resorts, expected to close in early 2027.
Third-quarter 2026 total revenue reached $5.6 billion with net income of $1.7 billion, or $6.45 per share.
Full-year 2026 adjusted EPS guidance was raised to between $17.85 and $17.95.
Liquidity stood at $7.4 billion as of September 30, 2026, following the issuance of $1.25 billion of 5.550% senior unsecured notes due 2034.
Herc Holdings reported third-quarter 2026 revenue of $1,364 million, up 5%, and net income of $104 million, or $3.10 per diluted share, versus $30 million, or $0.90, a year earlier. The company raised its full-year 2026 guidance for equipment rental revenue, adjusted EBITDA and capital expenditures for the second time this year, citing growth in its large-project pipeline.
Q3 adjusted EBITDA rose 9% to $603 million, and adjusted EBITDA margin was 44.2% versus 42.3%.
Adjusted earnings per diluted share were $3.91 versus $2.22 in the prior-year quarter.
Updated 2026 adjusted EBITDA guidance is $2.10 billion to $2.15 billion, up from $2.05 billion to $2.125 billion.
Updated 2026 equipment rental revenue guidance is $4.475 billion to $4.550 billion, up from $4.375 billion to $4.475 billion.
Travel + Leisure Co. reported third-quarter 2026 net revenue of $1.10 billion, up 5% from a year earlier, and diluted earnings per share of $1.73, up from $1.67. The company raised the midpoint of its full-year 2026 Adjusted EBITDA guidance to a range of $1.070 billion to $1.085 billion. Travel and Membership revenue fell 11%, and GAAP net income declined 3% to $108 million.
Q3 net revenue $1.10 billion vs. $1.04 billion a year earlier; net income $108 million vs. $111 million
Diluted EPS $1.73 vs. $1.67; Adjusted diluted EPS $2.21, up 23%
Full-year 2026 Adjusted EBITDA guidance now $1.070 billion to $1.085 billion
Travel and Membership revenue down 11% to $150 million on lower transaction revenue
CenterPoint Energy reported third quarter 2026 GAAP net income of $331 million, or $0.50 per diluted share, up from $0.45 a year earlier, and non-GAAP EPS of $0.53 versus $0.50. The company raised its 2026 non-GAAP EPS guidance to $1.90-$1.92, initiated 2027 non-GAAP EPS guidance of $2.07-$2.09, and increased its 10-year capital plan by $4.0 billion to $70.7 billion, which matters to shareholders because it raises expected earnings and signals heavier investment.
Q3 2026 GAAP EPS was $0.50 versus $0.45 in Q3 2025; non-GAAP EPS was $0.53 versus $0.50
2026 non-GAAP EPS guidance raised to $1.90-$1.92; 2027 guidance initiated at $2.07-$2.09
10-year capital plan increased by $4.0 billion from $66.7 billion to $70.7 billion, with $1.5 billion accelerated into 2026-2030
Higher financing expenses from new debt and equity dilution partly offset growth and rate recovery gains
United Parcel Service announced its third-quarter 2026 financial results, reporting consolidated revenue of $22.9 billion and diluted earnings per share of $1.37. Driven by strengthening business fundamentals and network efficiency, the company raised its full-year 2026 financial guidance and non-GAAP adjusted free cash flow target. Shareholders benefit from updated expectations for higher revenue and profitability through the end of the year.
Consolidated revenue for 3Q 2026 increased 6.7% to $22.9 billion.
Reported diluted EPS was $1.37 and non-GAAP adjusted diluted EPS was $1.69 for 3Q 2026.
Full-year 2026 consolidated revenue outlook was raised to approximately $92.6 billion.
Non-GAAP adjusted free cash flow target for full-year 2026 was raised to approximately $6.1 billion.
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.