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).
Hippo reported third-quarter 2026 revenue of $156 million, up 29% from a year earlier, and adjusted net income of $20 million, or $0.74 per diluted share. GAAP net income fell to $9 million from $98 million, which included a $95 million gain on a business sale in the prior-year quarter. The company raised its full-year 2026 adjusted net income guidance to $77 million to $80 million from $62 million to $70 million.
Q3 2026 revenue was $156 million, up from $120.6 million in Q3 2025; gross written premium rose 60.1% to $498 million.
GAAP net income was $9 million, or $0.33 per diluted share, versus $98 million in Q3 2025, which included a $95 million gain on sale of a business.
Adjusted net income was $20 million, or $0.74 per diluted share, compared with $18.3 million, or $0.70, a year earlier.
Full-year 2026 guidance: adjusted net income raised to $77 million to $80 million from $62 million to $70 million; combined ratio improved to 97% to 98% from 99% to 101%.
Xcel Energy reported third-quarter 2026 GAAP earnings of $960 million, or $1.52 per share, up from $524 million, or $0.88 per share, in the third quarter of 2025. The company narrowed its full-year 2026 ongoing earnings per share guidance to a range of $4.10 to $4.16 and initiated 2027 ongoing EPS guidance at $4.48 to $4.62.
Third-quarter 2026 diluted GAAP and ongoing earnings per share were $1.52, compared with GAAP earnings of $0.88 and ongoing earnings of $1.24 in Q3 2025.
Xcel Energy narrowed its 2026 ongoing earnings per share guidance to $4.10 to $4.16.
The company initiated its 2027 ongoing earnings per share guidance of $4.48 to $4.62.
Base capital expenditures for 2027 through 2031 are projected to total $70,000 million.
Service Corporation International reported third-quarter 2026 GAAP diluted earnings per share of $1.03, up from $0.83, and revenue of $1,107.3 million, up $49.2 million from a year earlier. It also updated its full-year 2026 adjusted EPS outlook to $3.94 to $4.04, citing lower funeral volumes than it originally anticipated and higher healthcare, selling and marketing costs that it expects to continue into the fourth quarter.
GAAP diluted EPS was $1.03 versus $0.83; adjusted EPS was $0.97 versus $0.87, up 11%, with the quarter including $11.2 million of net gains on divestitures and impairments.
Revenue was $1,107.3 million versus $1,058.1 million, an increase of 5%.
Fourth-quarter 2026 adjusted EPS is expected at $1.10 to $1.20; full-year adjusted EPS is now expected at $3.94 to $4.04.
Full-year adjusted operating cash flow guidance midpoint of $1,085 million was maintained; $464 million was returned to shareholders year to date through dividends and share repurchases.
WEX reported third-quarter 2026 results on October 28, 2026, with revenue of $780.1 million, up 12.8%, and both GAAP and adjusted diluted earnings per share higher than a year earlier. The company raised its full-year 2026 revenue and adjusted earnings per share guidance and repurchased about $200 million of shares in the quarter. Operating cash flow was negative $11.2 million in the quarter, compared with $376.6 million provided a year earlier, which shareholders may weigh against the higher earnings.
Q3 2026 revenue of $780.1 million rose 12.8%; GAAP diluted EPS of $3.88 rose 68.7% and adjusted diluted EPS of $6.13 rose 33.6%.
Full-year 2026 adjusted EPS guidance was raised to $21.28 to $21.48 from $19.68 to $20.08; revenue guidance was raised to $2.97 billion to $2.99 billion from $2.86 billion to $2.90 billion.
Net cash used for operating activities was $11.2 million in Q3 2026, compared with $376.6 million provided in Q3 2025.
Share repurchases were about $200 million in Q3 2026, with an additional $75 million through October 26.
Encompass Health reported third-quarter 2026 net operating revenue of $1.6 billion, up 8.9% from a year earlier, and diluted earnings per share from continuing operations of $1.51, up from $1.24. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and adjusted earnings per share, which gives shareholders a higher expected range for the year.
Q3 2026 net operating revenue was $1,609.5 million, up 8.9% from $1,477.5 million; Adjusted EBITDA was $346.6 million, up 15.5%.
Diluted EPS from continuing operations was $1.51 versus $1.24; adjusted EPS was $1.52 versus $1.23.
2026 adjusted EPS guidance rose to $6.23 to $6.37 from $6.02 to $6.25; Adjusted EBITDA guidance rose to $1,395 million to $1,415 million from $1,365 million to $1,395 million.
Management will discuss the results on an earnings call at 10:00 a.m. Eastern Time on Thursday, October 29, 2026.
Flowserve reported third-quarter 2026 sales of $1.24 billion, up 5.4% as reported but down 1.2% organically, and adjusted EPS of $1.07, up 18.9% from a year earlier. The company raised the low end of its full-year adjusted EPS guidance to $4.10 to $4.20 but lowered its full-year organic sales growth outlook to down 2.5% to down 1.5%, citing Middle East conditions.
Q3 reported EPS was $0.81 versus $1.67 a year earlier; the prior-year figure included a $266 million Chart Industries merger termination fee.
Q3 adjusted EPS of $1.07 compared with $0.90 a year earlier; adjusted operating margin was 16.5%, up 170 basis points.
Full-year 2026 adjusted EPS guidance low end raised from $4.05 to $4.10; range is now $4.10 to $4.20.
Full-year 2026 organic sales guidance cut to down 2.5% to down 1.5% from approximately down 1%; backlog was $3.5 billion, up 20% year over year.
EPR Properties reported third-quarter 2026 total revenue of $204.1 million, up 12.0% from a year earlier, and net income available to common shareholders of $94.1 million, up 55.5%. The company raised its 2026 FFOAA per diluted share guidance to $5.49 to $5.57 from $5.41 to $5.57, and raised its investment spending guidance to $675.0 million to $725.0 million from $600.0 million to $700.0 million.
Q3 2026 diluted net income per share was $1.22, versus $0.79 in Q3 2025; FFOAA per diluted share was $1.49, up 8.8%.
Nine-month 2026 total revenue was $581.4 million, up 8.6%, and nine-month net income available to common shareholders was $211.8 million, up 11.5%.
Q3 2026 investment spending was $172.4 million, bringing nine-month spending to $664.5 million.
A new $1.6 billion credit agreement took effect on July 17, 2026, and a $600.0 million term loan was fully drawn as of September 30, 2026.
Mid-America Apartment Communities (MAA) reported third-quarter 2026 results, with diluted earnings per share of $0.72 versus $0.84 a year earlier and diluted Core FFO per share of $2.10 versus $2.16. The company lowered its full-year 2026 guidance, with the earnings per share midpoint falling to $3.67 from $4.08 and the Core FFO midpoint to $8.49 from $8.53, citing higher interest rates and new resident pricing improving about a quarter later than expected.
Q3 2026 diluted EPS $0.72 vs. $0.84 in Q3 2025; nine-month diluted EPS $2.82 vs. $3.30
Full-year 2026 diluted EPS guidance updated to $3.61 to $3.73 from $3.96 to $4.20; Core FFO per share updated to $8.43 to $8.55 from $8.41 to $8.65
Same Store NOI declined 1.8% in Q3 2026 and 1.4% for the nine months; Same Store effective blended lease rate growth was 0.4%
October 2026 new resident lease pricing improved from September, the first year-over-year improvement in new resident lease pricing this year, per the company
Equinix reported third-quarter 2026 revenues of $2.571 billion and net income of $489 million, alongside record annualized gross bookings of $533 million. Driven by robust demand for traditional and AI workloads, the company raised its full-year 2026 guidance for the third consecutive quarter, signaling continued momentum for shareholders.
Q3 2026 revenues reached $2.571 billion, representing an 11% increase year over year.
Delivered record annualized gross bookings of $533 million, up 35% year over year.
Raised full-year 2026 revenue guidance to between $10.325 and $10.365 billion.
Reported Q3 net income attributable to common stockholders of $489 million, or $4.93 per diluted share.
Glaukos reported third-quarter 2026 net sales of $211.0 million, up 58% from $133.5 million a year earlier, and GAAP net income of $2.0 million, or $0.03 per diluted share, compared with a net loss of $16.2 million in the prior-year quarter. The company raised its 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million and gave preliminary 2027 net sales guidance of $1 billion.
Q3 2026 net sales were $211.0 million, up 58% year over year; U.S. Glaucoma sales were $118.6 million and Corneal Health sales were $59.0 million.
GAAP net income was $2.0 million, or $0.03 per diluted share; non-GAAP net income was $28.5 million, or $0.47 per diluted share.
2026 net sales guidance was raised to $775 million to $785 million from $680 million to $700 million.
Cash, short-term investments and restricted cash were $339.8 million at September 30, 2026, up $50.5 million from June 30, 2026, with no debt.
Fortinet reported third-quarter 2026 revenue of $2.08 billion and GAAP earnings per share of $0.86, driven by 20% year-over-year revenue growth. The company raised its full-year 2026 revenue guidance and increased its share repurchase authorization by $1.2 billion.
Revenue grew 20% year-over-year to $2.08 billion for the third quarter ended September 30, 2026.
GAAP earnings per share were $0.86, with non-GAAP earnings per share at $0.91.
Share repurchase authorization was increased by $1.2 billion, leaving a remaining authorization of $2 billion.
Full-year 2026 revenue guidance was updated to a range of $8.125 billion to $8.215 billion.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion and net income of $2 billion, along with adjusted EBIT of $2.7 billion. The company raised the low end of its full-year adjusted EBIT guidance to between $10.5 billion and $11 billion and declared a fourth-quarter dividend of 15 cents per share.
Third-quarter revenue reached $49.5 billion with net income of $2 billion and adjusted EBIT of $2.7 billion.
The low end of full-year adjusted EBIT guidance was raised to between $10.5 billion and $11 billion.
A fourth-quarter regular dividend of 15 cents per share was declared, payable on Dec. 1 to shareholders of record on Nov. 10.
T-Mobile US reported its third-quarter 2026 financial results, highlighting year-over-year increases in service revenues, net income, and diluted earnings per share alongside growth in postpaid accounts. The company also raised the midpoint of several full-year 2026 financial guidance metrics, including Core Adjusted EBITDA and Adjusted Free Cash Flow. For shareholders, these results reflect continued operational momentum and stronger cash flow generation expectations.
Diluted earnings per share grew 34% year-over-year to $3.22 for the third quarter of 2026.
Total service revenues increased 6% year-over-year to $19.4 billion in Q3 2026.
Full-year 2026 Core Adjusted EBITDA guidance was raised to between $37.35 billion and $37.45 billion at the midpoint.
Stockholder returns reached $3.5 billion in Q3 2026 through $2.4 billion in share repurchases and $1.1 billion in cash dividends.
At its October 28, 2026 Investor Day, Oracle set long-term FY30 targets of $225 billion or more in total revenue, a non-GAAP operating margin of 40% or more, and non-GAAP EPS of $21 or more, and reaffirmed its fiscal 2027 outlook. Oracle also committed to limiting additional capital markets funding for its FY27-FY30 investment cycle to $20 billion, which matters to shareholders because it sets expectations for future equity dilution and debt.
FY30 targets: total revenue of $225 billion or more, non-GAAP operating margin of 40%+, and non-GAAP EPS of $21+
Positive free cash flow expected during the second half of FY28; free cash flow target of $30 billion+ for FY29
Additional capital raises through FY30 limited to $20 billion: $10 billion equity and $10 billion gross debt, excluding refinancing and following a $20 billion at-the-market equity raise in Q1 fiscal 2027
Fiscal 2027 outlook reaffirmed: total revenue of at least $90 billion and non-GAAP EPS of $8.10
The E.W. Scripps Company raised its full-year 2026 midterm Local Media political advertising revenue expectation to about $275 million, up from the $225-$250 million range it gave in August. It also completed 431 workforce reductions, bringing its 2026 total to about 850 employees, nearly 20% of its headcount at the start of the year. The filing gives no full third-quarter earnings; those are due after the market closes on Nov. 5.
Full-year 2026 political revenue expectation raised to about $275 million, versus the August guidance of $225-$250 million.
Third-quarter Local Media political revenue was nearly $81 million; the company had $83 million in cash at quarter end.
431 workforce reductions completed on Tuesday, bringing 2026 total to about 850 employees, nearly 20% of the start-of-year count.
Company plans to pay down at least $150 million of debt in the fourth quarter; full Q3 results due Thursday, Nov. 5.
One Stop Systems reported third-quarter 2026 revenue from continuing operations of $12.6 million, up 35.9% from a year earlier, and raised its full-year 2026 revenue growth guidance to approximately 40% from the prior 25% to 30%. The loss from continuing operations widened to $0.6 million, or $0.02 per diluted share, with $0.5 million of bad debt expense and $0.4 million of legal fees cited as drivers.
Q3 2026 revenue from continuing operations was $12.6 million, up from $9.3 million in Q3 2025.
Q3 2026 loss from continuing operations was $0.6 million, or $0.02 per diluted share, compared with a $0.4 million loss, or $0.02 per share, a year earlier.
Full-year 2026 guidance: revenue growth of approximately 40% (prior guidance 25% to 30%), gross margin of 40% to 42%, and adjusted EBITDA of $0.5 million to $1.0 million.
Diebold Nixdorf reported third-quarter 2026 revenue of $994.3 million, up 5.2% from a year earlier, and adjusted EBITDA of $127.8 million, up 4.8%. GAAP net income attributable to the company fell to $6.6 million from $41.1 million, and the company lowered its full-year 2026 adjusted EBITDA, free cash flow and adjusted EPS guidance. The company also authorized a new $250 million share repurchase program, which the filing describes in a separate release.
Q3 2026 GAAP revenue of $994.3 million, up from $945.2 million; GAAP diluted EPS of $0.19 versus $1.11, and adjusted EPS of $1.34 versus $1.39
Full-year 2026 adjusted EBITDA guidance cut to $490 million-$510 million from $510 million-$535 million
Full-year 2026 adjusted EPS guidance cut to $4.50-$4.85 from $5.25-$5.75; free cash flow guidance cut to $190 million-$210 million from $255 million-$270 million
Q3 2026 operating cash flow was negative $47.4 million; board authorized a new $250 million share repurchase program
Hayward Holdings reported third-quarter fiscal 2026 results for the period ended September 26, 2026, with net sales up 6% to $260.1 million and net income up 35% to $32.4 million. The company raised its full-year 2026 guidance, now expecting adjusted diluted EPS of $0.86 to $0.88, up from $0.84 to $0.87 previously.
Net sales rose 6% to $260.1 million; North America sales rose 9% to $226.4 million while Europe & Rest of World fell 6% to $33.8 million
Net income rose 35% to $32.4 million; diluted EPS rose 36% to $0.15, and adjusted diluted EPS rose 29% to $0.18
Full-year 2026 guidance raised: net sales now expected to grow about 5% to 6% (prior: about 5%); adjusted diluted EPS now $0.86 to $0.88 (prior: $0.84 to $0.87)
Operating cash flow for the nine months fell $57.5 million year over year, mainly due to timing of collections and inventory purchases
Bausch + Lomb reported third-quarter 2026 revenue of $1.375 billion, up 7% from $1.281 billion a year earlier, and GAAP net income attributable to the company of $32 million, compared with a $28 million loss in the third quarter of 2025. The company raised its full-year 2026 revenue guidance and its adjusted EBITDA excluding acquired IPR&D guidance, which signals higher expected full-year results for shareholders.
Q3 2026 revenue was $1.375 billion, up $94 million or 7% from Q3 2025 (8% on a constant currency basis)
GAAP net income was $32 million, or $0.09 per share, versus a $28 million loss in Q3 2025
Full-year 2026 revenue guidance raised to $5.450 billion-$5.550 billion from $5.440 billion-$5.540 billion as of July 29, 2026
Full-year 2026 adjusted EBITDA excluding acquired IPR&D guidance raised to $1.090 billion-$1.140 billion from $1.025 billion-$1.075 billion
Masco reported third quarter 2026 net sales of $1,966 million, up 3 percent from a year earlier, and adjusted earnings per share of $1.19, up 23 percent. The company raised its 2026 adjusted earnings per share guidance to $4.65 to $4.75 from $4.40 to $4.60, which is favorable for shareholders, though management said it expects the demand environment to remain challenged in the near term.
Net sales rose 3 percent to $1,966 million; excluding the Bristan divestiture and currency, sales rose 4 percent
Reported earnings per share were $1.17, up 30 percent from $0.90; adjusted earnings per share were $1.19, up 23 percent from $0.97
2026 adjusted earnings per share guidance raised to $4.65 to $4.75 from $4.40 to $4.60
Returned $322 million to shareholders through dividends and buybacks; declared a $0.32 per share quarterly dividend payable November 23, 2026
IDEX reported record third-quarter 2026 net sales of $952 million, up 8% from a year earlier, and diluted EPS of $1.95, up 15%. The company raised its full-year 2026 guidance for organic sales growth and adjusted diluted EPS, which gives shareholders a higher outlook for the year.
Q3 net sales of $951.7 million rose 8%; organic sales also rose 8%, with orders up 13% to $991.2 million
Diluted EPS attributable to IDEX was $1.95 versus $1.70; adjusted diluted EPS was $2.33 versus $2.03, up 15%
Full-year adjusted diluted EPS guidance raised to $8.91 to $8.96 from $8.70 to $8.85
Full-year organic sales growth guidance raised to 6.5% to 6.8% from 5% to 6%
Lennox reported third-quarter 2026 revenue of $1.6 billion, up 10%, but adjusted diluted EPS fell 7% to $6.84 and total segment profit fell 2% to $323 million. The company lowered its full-year adjusted EPS guidance to $21.00 to $21.50 from $23.00 to $24.00, and said margins fell short of its expectations due to heightened competitive pressure and persistent inflation.
Q3 revenue was $1.6 billion, up 10%, with Building Climate Solutions revenue up 24%.
Adjusted diluted EPS was $6.84, down 7%; GAAP diluted EPS was $6.41 versus $7.38 a year earlier.
Full-year adjusted EPS guidance was cut to $21.00 to $21.50 from $23.00 to $24.00.
Home Comfort Solutions segment profit was $176 million, down 18%, with segment margin down 490 basis points to 18.7%.
GE Vernova Inc. reported third-quarter 2026 revenue of $12.6 billion and net income of $1.3 billion, driven by strength in its Power and Electrification segments. Based on strong performance and growing infrastructure demand, the company raised its full-year 2026 financial guidance and increased its share repurchase authorization to $20 billion.
Constellium reported third quarter 2026 revenue of $2.6 billion, up 22% from a year earlier, and net income of $119 million, compared with $88 million in Q3 2025. The company raised its 2026 Adjusted EBITDA guidance to $1.03 billion to $1.06 billion, excluding the non-cash metal price lag, and now expects Free Cash Flow above $300 million, which is a positive signal for shareholders.
Q3 2026 revenue of $2.6 billion, up 22%; shipments of 368 thousand metric tons, down 1%
Q3 2026 net income of $119 million vs. $88 million; Adjusted EBITDA of $276 million vs. $235 million
2026 Adjusted EBITDA guidance raised to $1.03 billion to $1.06 billion, excluding metal price lag; Free Cash Flow expected above $300 million
Leverage of 1.6x at September 30, 2026; on October 22, 2026 the Pan-U.S. ABL commitments rose from $550 million to $700 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.