2,979 material Form 8-K filings that 2,104 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). 1,927 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Dauch Corporation preliminarily reported a third-quarter 2026 net loss attributable to Dauch of $42 million to $47 million and Adjusted EBITDA of $355 million to $360 million, ahead of full results due November 6, 2026. It lowered its full-year 2026 Adjusted EBITDA target to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion, citing production volatility, rising inflation and higher energy costs, while raising its full-year sales target. The lower profit outlook matters to shareholders because it reduces expected earnings for the year.
Q3 2026 net loss attributable to Dauch expected at $42 million to $47 million; Adjusted EBITDA expected at $355 million to $360 million.
Full-year 2026 Adjusted EBITDA target cut to $1.350 billion to $1.375 billion from $1.360 billion to $1.425 billion.
Full-year 2026 sales target raised to $10.8 billion to $10.875 billion from $10.6 billion to $10.8 billion, including metal market pass-throughs.
Full third-quarter results and conference call scheduled for 10:00 a.m. ET on November 6, 2026.
Gates Industrial reported third-quarter 2026 net sales of $903.6 million, up 5.6%, with diluted earnings per share of $0.34 versus $0.31 a year earlier and adjusted earnings per share of $0.47 versus $0.39. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, which benefits shareholders if the outlook is met.
Q3 net sales were $903.6 million, up 5.6%, with core sales up 5.5%.
Diluted EPS was $0.34 versus $0.31; adjusted EPS was $0.47 versus $0.39.
Adjusted EBITDA was $215.4 million, a 23.8% margin versus 22.9% a year earlier.
2026 adjusted EBITDA guidance is $809 million to $823 million (prior $800 million to $830 million); adjusted EPS guidance is $1.66 to $1.72 (prior $1.62 to $1.70).
Kite Realty Group Trust furnished a Q3 2026 investor presentation under Regulation FD. The company reported Q3 NAREIT FFO of $0.53 and Core FFO of $0.52, and its bridge shows the 2026 FFO guidance midpoint moving from $2.09 to $2.10 for both measures, with a range of $2.08 to $2.12. For shareholders, the filing shows a modest guidance increase alongside 3.6% same property NOI growth.
Q3 2026 NAREIT FFO was $0.53 and Core FFO was $0.52
2026 NAREIT and Core FFO guidance range is $2.08 to $2.12, with a midpoint of $2.10, up from a previous midpoint of $2.09
Same property NOI growth was 3.6% in Q3 2026, and the company expects 3.4% to 3.9% for 2026
Net debt to adjusted EBITDA was 5.2x, and Fitch upgraded the company to BBB+ in September 2026
nVent Electric plc announced third-quarter 2026 results featuring record sales of $1.5 billion and raised its full-year guidance for sales and earnings per share. Shareholders benefited from double-digit organic sales growth across all verticals and a regular cash dividend of $0.21 per share.
Reported net sales reached $1.5 billion in Q3 2026, representing a 44 percent increase.
Reported EPS was $1.23, up 68 percent, while adjusted EPS rose to $1.52.
Full-year 2026 reported sales growth guidance was raised to a range of 48 to 49 percent.
FMC reported third-quarter 2026 revenue of $106 million, down from $542 million a year earlier, and a GAAP net loss of $2.07 billion, or $15.54 per diluted share. The company attributed about $639 million of the revenue hit and about $672 million of the Adjusted EBITDA hit to commercial actions announced October 15, 2026, and lowered its fourth-quarter and full-year outlook, which matters to shareholders because it reduces expected earnings and free cash flow.
Q3 2026 revenue was $106 million versus $542 million in Q3 2025; commercial actions reduced revenue by about $639 million.
Q3 Adjusted EBITDA was negative $559 million versus $236 million a year earlier; GAAP net loss was $2.07 billion.
Q4 2026 Adjusted EBITDA is now forecast at $210 million to $230 million, a 22 percent decline at the midpoint; Q4 Adjusted EPS at $0.56 to $0.70.
Full-year 2026 free cash flow is now expected to be negative $350 million to negative $150 million.
Forum Energy Technologies reported third quarter 2026 revenue of $237 million and adjusted EBITDA of $36 million, and raised its full-year 2026 guidance. GAAP diluted EPS was $0.93, down from $1.05 in the prior quarter, while adjusted diluted EPS was $1.51, up from $1.16.
Q3 2026 revenue of $237 million, up 5% sequentially; orders of $244 million and book-to-bill ratio of 103%
Net income of $11 million and diluted EPS of $0.93, versus a net loss of $21 million in Q3 2025; adjusted diluted EPS of $1.51
Full-year 2026 guidance raised to revenue of $900 million to $920 million and adjusted EBITDA of $123 million to $129 million
Q4 2026 guidance: revenue of $230 million to $250 million and adjusted EBITDA of $33 million to $39 million
Civeo reported third quarter 2026 revenue of $193.1 million, up 13% from a year earlier, and net income of $5.2 million, or $0.50 per diluted share, compared with a net loss of $0.5 million in the same quarter of 2025. The company raised its full year 2026 revenue guidance to $710 million to $720 million and its Adjusted EBITDA guidance to $89 million to $92 million, citing higher Canadian oil sands occupancy.
Q3 2026 revenue $193.1 million, up 13% year over year; Canadian revenue up 38%
Q3 2026 net income $5.2 million ($0.50 per diluted share) versus a net loss of $0.5 million a year earlier
Full year 2026 revenue guidance raised to $710 million to $720 million from $675 million to $700 million; Adjusted EBITDA guidance raised to $89 million to $92 million from $85 million to $90 million
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
Cousins Properties reported third-quarter 2026 results, with FFO of $123.8 million, or $0.75 per share, up from $116.5 million, or $0.69 per share, a year earlier. The company raised its 2026 FFO guidance to $2.95 to $2.99 per share from $2.92 to $2.98, which matters to shareholders because it signals higher expected recurring cash earnings for the year.
Q3 2026 net income available to common stockholders was $17.0 million, or $0.10 per share, versus $8.6 million, or $0.05 per share, in Q3 2025.
2026 FFO per share guidance raised to $2.95 to $2.99 from $2.92 to $2.98; net income guidance raised to $0.14 to $0.18 per share from $0.08 to $0.14.
Nine-month net income available to common stockholders was $18.3 million, or $0.11 per share, down from $44.0 million, primarily due to an impairment charge.
Same property cash-basis NOI rose 7.4% in Q3 2026, and the company sold One Eleven Congress in Austin for a gross sales price of $208.0 million.
World Kinect reported third quarter 2026 results on October 29, 2026, with revenue of $13.27 billion, up 41% from a year earlier, and GAAP diluted EPS of $0.70 versus $0.46. The company raised its full-year 2026 Adjusted EPS guidance to $3.52 to $3.62 per share from $3.20 to $3.40, which signals higher expected per-share earnings for shareholders.
Q3 2026 revenue was $13.27 billion, up 41% year over year, while volume fell 6% to 4.04 million units.
Q3 GAAP net income was $38 million, or $0.70 per diluted share, versus $0.46 a year earlier; Adjusted EPS was $0.99 versus $0.54.
Full-year 2026 Adjusted EPS guidance rose to $3.52 to $3.62 per share, from $3.20 to $3.40.
Q3 free cash flow was $164 million, and operating cash flow was $175 million.
FedEx Freight reported financial results for the four-month transition period ended September 30, 2026, delivering revenue of $3.3 billion and diluted EPS of $1.54. The company also raised its full transition period revenue forecast to a range of $5.58 billion to $5.65 billion while providing its initial outlook for the quarter ending December 31, 2026.
Revenue for the four-month transition period ended September 30, 2026, reached $3.3 billion, representing a 9.2% increase year-over-year.
Operating income for the four-month period was $383 million, while adjusted operating income grew 16.4% to $510 million.
The company updated its transition period revenue outlook to $5.58 billion to $5.65 billion, exceeding its original growth forecast of 4% to 6%.
Capital expenditures for the four-month transition period totaled $151 million, with full transition period capital expenditures expected to be approximately $365 million.
Illumina announced third-quarter 2026 financial results with reported revenue of $1.13 billion, representing a 4.2% increase compared to the prior-year period. Driven by healthy clinical demand and NovaSeq X placements, the company raised its full-year 2026 total revenue guidance to $4.64-$4.66 billion and non-GAAP diluted EPS guidance to $5.40-$5.45.
Reported revenue for Q3 2026 was $1.13 billion, up 4.2% from Q3 2025.
GAAP diluted EPS for Q3 2026 was $1.43, compared to $0.98 in Q3 2025.
Free cash flow for Q3 2026 reached $378 million, compared to $253 million in the prior-year period.
Full-year 2026 revenue guidance was raised to $4.64-$4.66 billion, up from the previous range.
Merit Medical reported third-quarter 2026 revenue of $416.2 million, up 8.4% from a year earlier, and GAAP EPS of $0.70, up 51%. The company raised its full-year 2026 revenue and non-GAAP EPS guidance, and separately disclosed a $45 million cash acquisition of Solo Pace, Inc.
Q3 2026 reported revenue $416.2 million, up 8.4%; organic constant currency revenue up 9%
GAAP gross margin fell to 48.2% from 48.5%; GAAP operating margin rose to 14.1% from 11.1%
Full-year 2026 non-GAAP EPS guidance raised to $4.33-$4.37 from $4.25-$4.35; revenue guidance to $1.635-$1.642 billion from $1.631-$1.643 billion
Solo Pace acquisition completed October 13, 2026 for cash of approximately $45 million
Schneider National reported third-quarter 2026 operating revenues of $1.6 billion, up 9% from $1.5 billion a year earlier, and income from operations of $62.1 million, up 76%. Diluted earnings per share were $0.28 versus $0.11, and the company raised its full-year 2026 adjusted diluted EPS guidance to $1.00 to $1.10. Revenue and profit both improved, which is favorable for shareholders.
Income from operations rose to $62.1 million from $35.3 million; diluted EPS was $0.28 versus $0.11 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance raised to $1.00 to $1.10; net capital expenditures guidance set at $325 million to $350 million.
Truckload income from operations was $43.7 million, up 121%; Logistics income from operations was zero, down $6.4 million.
Board declared a $0.10 dividend on October 26, 2026, payable January 12, 2027.
Exponent reported third-quarter 2026 total revenues up 18% to $173.7 million and net income of $30.9 million, or $0.64 per diluted share, compared with $0.55 a year earlier. The company raised its full-year 2026 revenue and margin guidance and declared a $0.31 quarterly dividend payable December 18, 2026.
Revenues before reimbursements rose 12% to $153.1 million; EBITDA was $45.0 million, or 29.4% of those revenues.
Full-year 2026 outlook: revenues before reimbursements to grow 10% to 11%, and EBITDA to be 28.0% to 28.3% of revenues before reimbursements.
Fourth-quarter 2026 outlook: revenues before reimbursements to grow 8% to 10%, and EBITDA to be 26.3% to 26.8% of revenues before reimbursements.
Quarterly cash dividend of $0.31 per share, with a record date of December 4, 2026 and payment on December 18, 2026.
Healthcare Realty reported third quarter 2026 results on October 29, 2026, with Normalized FFO of $0.42 per diluted share, up from $0.41 a year earlier, and a GAAP net loss of $(0.05) per share, narrower than the $(0.17) loss in the prior-year quarter. The company raised its full-year 2026 Normalized FFO guidance to $1.65-$1.67 per share from $1.62-$1.66 and raised its Same Store Cash NOI growth guidance to 5.00%-5.25%. Third quarter revenue fell to $286.6 million from $297.8 million a year earlier.
Q3 2026 Normalized FFO of $0.42 per diluted share, versus $0.41 in Q3 2025; NAREIT FFO of $0.38 versus $0.34
Q3 2026 GAAP net loss attributable to common stockholders of $15.8 million, or $(0.05) per share, versus $57.7 million, or $(0.17) per share, a year earlier
Full-year 2026 Normalized FFO guidance raised to $1.65-$1.67 per share from $1.62-$1.66 in July
Quarterly common dividend of $0.24 per share, payable November 20, 2026, to holders of record on November 10, 2026
CareDx reported third-quarter 2026 revenue of $139 million, up 39% from a year earlier, and GAAP net income of $19 million, compared with $2 million in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $520 million to $530 million and its adjusted EBITDA guidance to $90 million to $100 million, which points to higher expected results for shareholders.
Q3 2026 revenue was $139 million, up 39% year-over-year; Testing Services revenue was $119 million, up 65%.
GAAP diluted net income per share was $0.35, compared with $0.03 in the third quarter of 2025; net income included an $8.6 million income tax benefit.
2026 revenue guidance raised to $520 million to $530 million, from $490 million to $500 million previously.
2026 adjusted EBITDA guidance raised to $90 million to $100 million, from $66 million to $78 million previously.
OSI Systems reported fiscal first-quarter 2027 revenue of $403.5 million, up 5% from a year earlier, and GAAP diluted EPS of $1.51, up 28%. The company raised its fiscal 2027 non-GAAP EPS guidance to $11.28-$11.64 from $11.13-$11.49 and reaffirmed its revenue guidance of $1.875 billion-$1.930 billion, which matters to shareholders because it signals higher expected per-share earnings while the Healthcare division's results were weaker.
Q1 revenue was $403.5 million versus $384.6 million a year earlier; non-GAAP diluted EPS was $1.66 versus $1.42.
Fiscal 2027 non-GAAP EPS guidance raised to $11.28-$11.64; revenue guidance unchanged at $1.875 billion-$1.930 billion.
Healthcare division posted a GAAP operating loss of $2.4 million on revenue of $35.1 million, down from $40.7 million.
Operating cash flow was $37.1 million versus $17.1 million, and backlog reached $2.1 billion as of September 30, 2026.
Alignment Healthcare reported third-quarter 2026 total revenue of $1,358.3 million, up 36.7% year-over-year, and membership of approximately 301,200, up 31.2%. Profit fell, with a net loss of $8.1 million compared with net income of $3.7 million a year earlier, and adjusted EBITDA down 32.8%. The company lowered its full-year 2026 adjusted gross profit and adjusted EBITDA guidance because of higher medical costs, which weighs on shareholders' expectations for profitability.
Q3 2026 total revenue was $1,358.3 million, up 36.7% year-over-year; net loss was $8.1 million versus net income of $3.7 million a year earlier
Medical benefits ratio based on adjusted gross profit rose to 89.5%, an increase of approximately 240 basis points year-over-year
Full-year 2026 adjusted gross profit guidance is no less than $575 million and adjusted EBITDA guidance is no less than $100 million, both lowered; full-year revenue guidance was raised to no less than $5,245 million
Fourth-quarter 2026 guidance calls for adjusted EBITDA of $(28) million, a loss, on revenue of $1,316 million
Newmark reported third-quarter 2026 revenue of $973.2 million, up 12.7%, and Adjusted EPS of $0.48, up 14.3%, and declared a $0.06 quarterly dividend. The company lowered its full-year 2026 outlook for Adjusted EPS and Adjusted EBITDA, citing macroeconomic volatility that affects the timing and certainty of deal closings.
Q3 2026 total revenues $973.2 million, up 12.7%; GAAP EPS $0.27 versus $0.25; Adjusted EPS $0.48 versus $0.42
Revised FY 2026 Adjusted EPS outlook $1.80-$1.90, down from $1.87-$1.98; Adjusted EBITDA outlook $629-$667 million, down from $656-$694 million
Revised FY 2026 total revenues outlook $3,700-$3,800 million, down from $3,775-$3,875 million
Board declared $0.06 per share dividend payable November 30, 2026; $400 million buy-back program re-authorized October 28, 2026
Portland General Electric reported third-quarter 2026 GAAP net income of $119 million, or $1.00 per diluted share, up from $0.94 a year earlier, and revised its full-year 2026 adjusted EPS guidance to $3.18 to $3.28 per diluted share because of unusually mild weather. Nine-month diluted EPS was $1.98, down from $2.41, and the company said its long-term guidance remains intact.
Q3 2026 adjusted EPS was $1.06 versus $1.00 a year earlier; GAAP EPS was $1.00 versus $0.94
Weather was a $0.15 year-over-year EPS headwind in Q3 and an estimated $0.20 headwind year to date
Industrial customer demand grew 9% year over year on a weather-adjusted basis
Biglow and Salmonfly solar and battery build-transfer agreements have anticipated investments of about $900 million and $853 million
GATX reported third-quarter 2026 net income attributable to GATX of $105.2 million, or $2.92 per diluted share, up from $82.2 million, or $2.25 per share, a year earlier. The company now expects 2026 full-year earnings to modestly exceed the high end of its previous guidance range of $9.90 to $10.30 per diluted share, which excludes tax adjustments and other items.
Q3 2026 net income attributable to GATX was $105.2 million, or $2.92 per diluted share, versus $82.2 million, or $2.25, in Q3 2025.
Nine-month 2026 net income attributable to GATX was $294.1 million, or $8.11 per diluted share, versus $236.3 million, or $6.46, a year earlier.
Full-year 2026 earnings are now expected to modestly exceed the high end of the prior $9.90 to $10.30 per-share guidance range.
Hershey reported third-quarter 2026 net sales of $3,275.5 million, up 3.0%, and reported net income of $580.8 million, or $2.88 per diluted share, up 111.8%. The company raised its 2026 adjusted EPS growth outlook to 36% to 38.5% from 32.5% to 35%, which includes about $0.22 from tariff refunds received in Q3 2026.
Q3 2026 adjusted EPS was $2.64, up 103.1%, versus reported EPS of $2.88 and $1.36 a year earlier
2026 adjusted EPS growth outlook raised to 36% to 38.5%; reported EPS growth outlook raised to 84% to 90%
2026 net sales growth outlook is about 5%, and organic net sales growth outlook is about 3%
North America Salty Snacks segment income fell 17.9% to $47.4 million in Q3 2026; International segment loss was $30.0 million
Republic Airways reported third-quarter 2026 revenue of $553.5 million, up 34.3% from a year earlier, and net income of $34.6 million, or $0.75 per diluted share, versus $6.7 million, or $0.17, in the prior-year quarter. The company raised its full-year 2026 adjusted EBITDAR guidance to $410 million to $420 million from $395 million to $405 million, and it now expects adjusted diluted EPS above $3.30. Shareholders should note that the results include Mesa, which was merged in on November 25, 2025, so the year-over-year comparison is not like for like.
Q3 2026 revenue was $553.5 million, up $141.5 million, or 34.3%, mainly due to a 26.2% increase in block hour production after the Merger.
Q3 2026 net income was $34.6 million, or $0.75 per diluted share, compared with $6.7 million, or $0.17, in Q3 2025.
Full-year 2026 adjusted EBITDAR guidance was raised to $410 million to $420 million from $395 million to $405 million; revenue guidance of about $2.1 billion was unchanged.
Adjusted diluted EPS guidance of greater than $3.30 was provided, after none had been given on July 30, 2026.
IDACORP reported third quarter 2026 net income attributable to IDACORP of $160.2 million, or $2.73 per diluted share, up from $124.4 million, or $2.26 per diluted share, a year earlier, and raised its full-year 2026 earnings guidance to $6.40 to $6.50 per diluted share from $6.30 to $6.45. The higher guidance and stronger results mainly reflect higher net income at Idaho Power, the company's regulated electric utility, driven by Idaho base rate increases and revenue from large contract customers.
Q3 2026 net income attributable to IDACORP was $160.2 million, or $2.73 per diluted share, versus $124.4 million, or $2.26, in Q3 2025.
Nine-month 2026 net income attributable to IDACORP was $330.8 million, or $5.76 per diluted share, versus $279.9 million, or $5.13, in the same period of 2025.
As of October 29, 2026, 2026 earnings guidance was raised to $6.40 to $6.50 per diluted share from $6.30 to $6.45 as of July 30, 2026.
Idaho Power O&M expense guidance for 2026 was raised to $535 million to $545 million from $525 million to $535 million.
Xerox reported third-quarter 2026 revenue of $1.87 billion, down 4.7 percent, and a GAAP net loss of $1,015 million, or $7.73 per share, driven by a $959 million non-cash goodwill impairment charge. The company lowered its full-year 2026 adjusted operating income guidance to $450-475 million from $555-605 million and free cash flow guidance to $50-100 million from $250 million, and suspended its common and preferred dividends.
Q3 2026 revenue was $1.87 billion, down 4.7 percent from $1.96 billion a year earlier.
Adjusted operating income rose $59 million year-over-year to $124 million, with a 6.6 percent margin.
Full-year 2026 adjusted operating income guidance was cut to $450-475 million, from $555-605 million.
Free cash flow guidance was cut to $50-100 million, from $250 million, and common and preferred dividends were suspended.
CRH reported third quarter 2026 total revenues of $11.4 billion and net income of $1.2 billion, representing a decrease from the prior year due to impairment losses. The company lowered its full-year 2026 guidance for net income and adjusted EBITDA, citing a challenging residential market and inflationary costs, while announcing a new $6 billion share buyback program running through 2030. Additionally, CRH completed its $8.5 billion acquisition of Arcosa on October 23, 2026.
Total revenues for Q3 2026 were $11.4 billion, up 3% year-over-year, while net income declined to $1.2 billion.
Full-year 2026 guidance was revised to net income of $3.1 billion to $3.3 billion and Adjusted EBITDA of $7.8 billion to $8.0 billion.
CRH completed the $8.5 billion acquisition of Arcosa on October 23, 2026.
A new share buyback program of up to $6 billion was authorized, expiring at the end of 2030.
DT Midstream reported third-quarter 2026 net income of $118 million, or $1.16 per diluted share, up from $112 million, or $1.09 per share, in the prior quarter, and raised its 2026 Adjusted EBITDA guidance to $1,185-$1,225 million. The company also declared a quarterly dividend of $0.88 per share, which shareholders of record on December 15, 2026 will receive on January 15, 2027.
Q3 2026 net income of $118 million ($1.16 per diluted share) versus $112 million ($1.09 per share) in Q2 2026; Adjusted EBITDA was $301 million versus $305 million in Q2.
Nine-month 2026 net income was $360 million and Adjusted EBITDA was $914 million, compared with $330 million and $845 million for the same period of 2025.
2026 Adjusted EBITDA guidance raised to $1,185-$1,225 million; the company cited year-to-date results ahead of plan.
Quarterly dividend of $0.88 per share: record date December 15, 2026, payment date January 15, 2027.
LKQ reported third-quarter 2026 revenue of $3.3 billion, down 5.1% from a year earlier, and a net loss of $24 million that included $111 million of pre-tax non-cash impairment charges, compared with net income of $178 million a year earlier. The company also withdrew its full-year 2026 guidance and its Board suspended the strategic review, including the Specialty segment sales process, while new CEO Sal Abbate starts December 15, 2026.
Q3 2026 revenue was $3.3 billion, down 5.1%; Europe revenue fell 10.2% and parts and services organic revenue fell 5.4%.
Q3 net loss of $24 million, including $111 million of impairment charges, versus net income of $178 million in Q3 2025.
Adjusted diluted EPS was $0.50 versus $0.84 a year earlier.
Full-year 2026 guidance was withdrawn on October 23, 2026; the Board suspended the strategic review, including the Specialty sale process, and Sal Abbate becomes CEO effective December 15, 2026.
WEC Energy Group reported third-quarter net income of $389.3 million, or $1.18 per share, compared to $271.3 million, or 83 cents per share, for the same period last year. Driven by favorable weather and capital investments, the company raised and narrowed its full-year 2026 earnings guidance to a range of $5.60 to $5.64 per share. These results demonstrate solid operational performance that directly benefits shareholders.
Third-quarter net income reached $389.3 million, or $1.18 per share, up from $271.3 million, or 83 cents per share, in the third quarter of 2025.
Full-year 2026 earnings guidance was raised and narrowed to a range of $5.60 to $5.64 per share.
Consolidated revenues for the first nine months of 2026 totaled $7.8 billion, an increase of $523.9 million compared to the same period in 2025.
West Pharmaceutical Services reported third-quarter 2026 net sales of $874.5 million and diluted earnings per share of $3.02, reflecting growth compared to the prior-year period. Driven by strong execution in its Proprietary Products segment, the company raised its full-year net sales and adjusted-diluted EPS guidance ranges.
Q3 2026 net sales reached $874.5 million, up 8.7% year-over-year, with diluted EPS of $3.02.
Full-year 2026 net sales guidance was increased to a range of $3.41 billion to $3.42 billion.
Full-year 2026 adjusted-diluted EPS guidance was raised to a range of $9.38 to $9.48.
The company repurchased $231 million of stock in the third quarter, bringing year-to-date repurchases to $685 million.
Life Time Group Holdings reported third-quarter 2026 revenue of $893.5 million, up 14.2% from a year earlier, with net income of $106.5 million and diluted EPS of $0.46. The company raised its full-year 2026 outlook, including total revenue guidance of $3,380 million to $3,390 million and Adjusted EBITDA guidance of $958 million to $962 million.
Q3 2026 revenue $893.5 million, up 14.2%; net income $106.5 million, up 4.0%; diluted EPS $0.46, up 2.2%
Q3 Adjusted EBITDA $256.3 million, up 16.5%; Adjusted diluted EPS $0.51, up 24.4%
2026 Adjusted EBITDA guidance raised to $958 million to $962 million from $940 million to $955 million
Net debt leverage ratio improved to 1.3 times from 1.6 times a year earlier
Hilton Grand Vacations reported third quarter 2026 revenue of $1.961 billion, up from $1.300 billion a year earlier, and diluted EPS of $3.70, up from $0.28. Results were lifted by a $296 million net construction recognition tied to a Hawaii project, while contract sales fell 11.0% and the company cut its full-year 2026 Adjusted EBITDA guidance, which matters to shareholders because it lowers the outlook for the rest of the year.
Total revenues were $1.961 billion versus $1.300 billion a year earlier; net income attributable to stockholders was $291 million.
Contract sales fell 11.0% to $807 million; the company said its sales initiatives are taking longer to ramp than expected.
Full-year 2026 Adjusted EBITDA guidance was lowered to $1.165 billion to $1.180 billion from $1.225 billion to $1.265 billion.
Company repurchased 2.4 million shares for $110 million in the quarter and had $617 million of remaining repurchase availability as of Oct. 22, 2026.
Eli Lilly and Company reported third-quarter 2026 revenue of $24.4 billion, a 39 percent increase year-over-year, driven by strong global demand for Mounjaro and Zepbound. Net income reached $6.5 billion with reported earnings per share of $7.22. Driven by the strong quarterly performance, the company raised its full-year 2026 revenue guidance by $5.5 billion to a range of $91.0 to $92.0 billion.
Worldwide revenue for Q3 2026 increased 39% to $24.4 billion compared with $17.6 billion in Q3 2025.
Q3 2026 reported EPS was $7.22, up 16%, and non-GAAP EPS was $7.48, up 7%, both including $4.57 of acquired IPR&D charges.
Full-year 2026 revenue guidance was raised to a range of $91.0 to $92.0 billion.
Mounjaro Q3 2026 worldwide revenue grew 65% to $10.7 billion, and Zepbound U.S. revenue grew 48% to $5.3 billion.
Norwegian Cruise Line Holdings reported third quarter 2026 total revenue of $2.9 billion and GAAP net income of $491 million, or $1.07 per share, up from $419 million a year earlier. The company raised its full year 2026 guidance to Adjusted EBITDA of approximately $2.55 billion and Adjusted EPS of approximately $1.70, but Net Yield fell 6.5% in the quarter and Net Leverage ended at 5.5x.
Q3 2026 Adjusted EBITDA was $937 million, above guidance of $874 million; Adjusted EPS was $1.12, above guidance of $0.90
Full year 2026 Adjusted EBITDA guidance is approximately $2.55 billion and Adjusted EPS guidance is approximately $1.70
Q3 2026 Net Yield declined 6.5% on an as reported basis; total debt was $15.1 billion as of September 30, 2026
Issued $950 million of 8.750% senior notes due 2031 on October 15, 2026
Quanta Services reported third-quarter 2026 revenue of $12.01 billion and net income attributable to common stock of $694.9 million, alongside record total backlog of $63.7 billion. Driven by strong performance across its operations, the company significantly increased its full-year 2026 financial expectations across all metrics.
Consolidated revenues for the third quarter of 2026 reached $12.01 billion, up from $7.63 billion in the third quarter of 2025.
Third-quarter 2026 diluted earnings per share was $4.55 on a GAAP basis and $6.06 on an adjusted basis.
Total backlog reached a record $63.7 billion, with remaining performance obligations at $41.8 billion as of September 30, 2026.
For the full year 2026, the company now expects revenues between $41.3 billion and $41.6 billion and adjusted diluted EPS between $17.90 and $18.30.
Merck reported worldwide sales of $18.1 billion for the third quarter of 2026, representing a 5% increase compared to the same period in 2025. GAAP EPS was $2.04 and non-GAAP EPS was $2.49, both impacted by a one-time charge related to a global license agreement with SciBrunch. The company also narrowed and raised its full-year 2026 financial outlook for sales and non-GAAP EPS.
Total worldwide sales reached $18.1 billion in Q3 2026, up 5% from $17.276 billion in Q3 2025.
KEYTRUDA sales grew 6% to $8.6 billion, and WINREVAIR sales surged 93% to $694 million.
Full-year 2026 sales outlook was raised to a range of $66.8 billion to $67.3 billion.
Full-year 2026 non-GAAP EPS outlook was raised to a range of $2.77 to $2.82.
Trane Technologies reported third-quarter 2026 net revenues of $6.8 billion, representing an 18 percent increase year-over-year, alongside GAAP continuing EPS of $4.79 and adjusted continuing EPS of $4.86. Driven by strong demand and a backlog reaching $12.5 billion, the company raised its full-year 2026 reported revenue growth guidance to approximately 13.5 percent while reaffirming its full-year EPS guidance.
Third-quarter reported revenues reached $6.8 billion, up 18 percent compared with $5.7 billion in the third quarter of 2025.
GAAP continuing EPS was $4.79 and adjusted continuing EPS was $4.86, both increasing 25 percent year-over-year.
Total backlog stood at $12.5 billion as of the end of the third quarter of 2026, up 73 percent.
Full-year 2026 reported revenue growth guidance was raised to approximately 13.5 percent.
Textron reported third-quarter 2026 GAAP EPS of $1.56, up from $1.31, and adjusted EPS of $1.76, up from $1.55, on revenue of $3.8 billion, up 4%. The company raised its full-year 2026 adjusted EPS outlook to $6.55 to $6.65 from $6.40 to $6.60, and its manufacturing cash flow outlook to $800 million to $900 million from $700 million to $800 million, citing U.S. Army approval of funding for the MV-75 Cheyenne program.
Q3 2026 adjusted EPS of $1.76 versus $1.55 a year earlier; GAAP EPS of $1.56 versus $1.31
Full-year 2026 GAAP EPS outlook raised to $5.64 to $5.74 from $5.39 to $5.59
Bell revenues fell 9% to $933 million, largely on lower MV-75 volume, while Textron Aviation revenues rose 14% to $1.7 billion
Textron returned $239 million to shareholders through share repurchases in the quarter
Protolabs reported record third-quarter 2026 revenue of $154.3 million, up 14.0% year over year, and GAAP diluted earnings per share of $0.48, up from $0.30. The company raised its full-year 2026 revenue growth guidance to 10% to 11% and expects fourth-quarter revenue of $143.0 million to $151.0 million, which gives shareholders a higher outlook alongside higher quarterly profit.
Q3 2026 revenue was a record $154.3 million, up 14.0% from the third quarter of 2025.
GAAP diluted EPS was $0.48 versus $0.30; non-GAAP diluted EPS was $0.63 versus $0.47.
Full-year 2026 revenue growth guidance raised to 10% to 11% from 8% to 10%.
Q4 2026 guidance: revenue of $143.0 million to $151.0 million; GAAP diluted EPS of $0.28 to $0.36.
WESCO International reported record third quarter 2026 net sales of $7.2 billion, up 17% year over year, and diluted EPS of $5.43 versus $3.79 a year earlier. The company also said it is raising its full-year 2026 outlook and that backlog rose about 80% year over year to a record.
Q3 2026 net sales $7,226.4 million, up 16.6% from $6,199.1 million; data center sales of $1.8 billion, up about 55%
Q3 diluted EPS $5.43 vs $3.79; adjusted diluted EPS $5.77, up 47.2%
Q3 operating cash flow $193.9 million vs negative $82.7 million a year earlier; financial leverage 2.8x vs 3.4x at 2025 year-end
Full-year 2026 outlook raised; webcast scheduled for October 29, 2026 at 10:00 a.m. E.T.
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.
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