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).
Clean Energy Technologies, Inc. (CETY) issued a $500,000 convertible promissory note to Falcon Venture Limited on October 18, 2026, for a purchase price of $500,000 that the company had already received. The note matures October 18, 2027, carries 8% annual interest, and can convert into common stock at 85% of the lowest traded price over the prior ten trading days, which could dilute existing shareholders.
Note principal and purchase price: $500,000, issued October 18, 2026 to Falcon Venture Limited
Maturity October 18, 2027; interest 8% per annum; convertible six months after issuance
Conversion price equals 85% of the lowest traded price in the ten trading days before conversion
Conversion capped at 9.99% beneficial ownership and at 2,432,004 shares absent Nasdaq Rule 5635(d) shareholder approval
Dream Finders Homes completed its acquisition of Beazer Homes USA on October 20, 2026, paying $33.50 in cash per Beazer share, for aggregate consideration of approximately $878.4 million and an enterprise value of approximately $2.2 billion. The deal was funded partly by $450.0 million from a second closing of Series B Convertible Preferred Stock and $572.1 million from a land bank facility with Millrose Properties, which also repaid Beazer's $350 million 7.250% notes due 2029. The company expects over $100 million of annual run-rate cost synergies and double-digit percentage EPS accretion in year one, and it has committed to reducing leverage within 18 to 24 months.
Beazer shareholders received $33.50 in cash per share; aggregate consideration was approximately $878.4 million.
The company sold 450,000 Series B Convertible Preferred Stock shares for $450.0 million at the second closing, on October 20, 2026.
Land bank facility proceeds of $572.1 million were used to redeem Beazer's $350 million 7.250% Senior Notes due 2029 and repay its credit facility.
Beazer's common stock was delisted from the New York Stock Exchange; the company says the combination makes it the nation's sixth-largest homebuilder.
XTI Aerospace reported second-quarter 2026 revenue of $32.4 million, up 29% from the prior-year pro forma combined figure, while gross margin fell to 17.4% from 24.1% and the net loss from continuing operations narrowed to $850 thousand. The company set full-year 2026 revenue guidance of $125 million to $130 million, but the filing also cites substantial doubt about its ability to continue as a going concern and a debt waiver deadline no later than December 31, 2026.
Q2 2026 revenue $32.4 million vs. $25.1 million in Q2 2025 (pro forma combined); gross profit $5.6 million, down 7%
Net loss from continuing operations $850 thousand vs. $13.3 million a year earlier (pro forma combined)
Full-year 2026 guidance: revenue $125 million to $130 million; gross margin 17% to 19%
Cash was $7.2 million at June 30, 2026 and $5.1 million at September 30, 2026 (preliminary); Q3 figures are unaudited and subject to change
DoubleVerify's 8-K updates its merger proxy with the status of regulatory reviews and legal matters for the pending merger with Parent, owner of The Nielsen Company (US), LLC. Antitrust reviews in Australia, Cyprus, Germany and Morocco are complete, subject to a 14-day Australian Competition Tribunal review period after the ACCC's determination is published. Two stockholder complaints and two demand letters allege disclosure deficiencies, and the company says it disputes them.
Germany cleared the merger on October 5, 2026; Cyprus on October 7; Australia's ACCC and Morocco's Competition Council on October 13, 2026.
Completion in Australia may occur only after a 14-calendar-day period following publication of the ACCC's determination, unless a review application is filed.
As of October 20, 2026, two complaints were filed by purported stockholders and two demand letters were received; none of the defendants has been served.
As of the filing, no executive officer has a post-closing employment or equity arrangement, and Parent has not said whether employees will receive post-closing employment arrangements.
Alaska Air Group reported a third-quarter GAAP net loss of $147 million, or $1.32 per share, compared with net income of $73 million a year earlier, while total operating revenue rose 14% to $4.3 billion. The company now expects a full-year 2026 adjusted loss of $5.00 to $5.50 per share, including $1.8 billion of fuel expense above its plan, which points to continued pressure on shareholder earnings.
GAAP net loss of $147 million, or $1.32 per share, versus net income of $73 million in Q3 2025
Adjusted net loss of $35 million, or $0.31 per share; $0.36 per share excluding a $75 million tax adjustment
Full-year 2026 adjusted loss per share guidance of ($5.50) to ($5.00), including $1.8 billion of fuel expense above plan
Q4 2026 adjusted loss per share guidance of ($2.50) to ($2.00), assuming fuel of $4.65 to $4.85 per gallon
On October 14, 2026, LanzaTech, LanzaJet and other LanzaJet stockholders and lenders completed recapitalization and deleveraging transactions for LanzaJet and its subsidiary LanzaJet Freedom Pines Fuels, which operates a facility in Soperton, Georgia. LanzaJet issued $10 million of senior secured notes to Future Solution Investments LLC, an affiliate of a large existing LanzaTech stockholder, and LanzaTech received a warrant that would give it 66.67% of LanzaJet's fully diluted shares upon exercise, assuming $20 million of notes is funded. The filing says the warrant issuance has no immediate effect on LanzaTech's current LanzaJet ownership, and LanzaTech also issued warrants on its own common stock to an affiliate of that noteholder.
LanzaJet issued $10 million of senior secured notes on October 14, 2026, with up to $25 million permitted in total and an additional $10 million committed by December 1, 2026
Notes bear interest at the prime rate (7.00% floor) plus 2.25%, with 7.00% paid in cash for the first eleven payments, and mature October 14, 2029
LanzaTech's Class Y warrant would give it 66.67% of LanzaJet's fully diluted shares upon exercise, assuming $20 million of notes is funded
LanzaTech issued warrants to purchase its common stock to LanzaTech Global SPV, LLC, the designee of Future Solution Investments LLC
Surrozen completed the second and final tranche of its March 2025 private placement on October 20, 2026, raising approximately $95.1 million in gross proceeds before placement agent fees and other expenses. The company says the proceeds extend its expected cash runway into 2029, but the issuance adds shares, pre-funded warrants and warrants that dilute existing shareholders.
Issued 5,741,605 common shares at $11.60 per share, plus pre-funded warrants for 2,456,500 shares and Series E warrants for 4,099,052 shares with an exercise price of $11.54
Closing was triggered by FDA clearance of the Investigational New Drug application for SZN-8141 announced October 2, 2026
Company expects cash runway into 2029, including funding for the DUET Phase 1b/2a study of SZN-8141 and initial Phase 1b development of SZN-8143
Company agreed to file a resale registration statement within 30 calendar days of the closing
Weatherford reported third quarter 2026 revenue of $1,143 million, up 3% from the second quarter but down 7% from a year earlier. Net income attributable to Weatherford was $120 million, or $1.66 per diluted share, compared with $1.12 per diluted share in the third quarter of 2025, and adjusted EBITDA was $254 million. The company said conflict-related disruptions in the Middle East weighed on activity, and year-over-year operating income fell 14%.
Revenue of $1,143 million: up 3% sequentially, down 7% year-over-year
Net income of $120 million; diluted income per share of $1.66, versus $1.12 a year earlier
Adjusted EBITDA of $254 million with a 22.2% margin; adjusted free cash flow of $155 million
Notice to redeem all $236 million of 8.625% Senior Notes due 2030 on October 30, 2026; quarterly dividend of $0.275 per share payable December 3, 2026
Annaly Capital furnished its Third Quarter 2026 investor presentation, which accompanies its earnings release. The company reported a GAAP net loss of $1.36 per average common share, compared with net income of $1.06 per share in the second quarter, while earnings available for distribution rose to $0.80 from $0.79. Book value per common share fell to $17.86 from $20.15, and the quarterly economic return was a loss of 7.6%.
GAAP net loss of $1.36 per average common share for Q3 2026, versus $1.06 of GAAP net income in Q2 2026
Earnings available for distribution of $0.80 per share, up from $0.79 in Q2 2026
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Declared quarterly common dividend of $0.75 per share; the company also announced redemption of its $442.5 million Series I preferred stock
Interparfums reported third-quarter 2026 net sales of $430 million, unchanged from the prior year, and nine-month sales of $1.115 billion, up 1%. European based operations grew 4% in the quarter while United States based operations fell 7%, partly due to about $10 million of delayed giftset shipments that will now be recognized in the fourth quarter. The release covers net sales only; full quarterly results are scheduled for November 4, 2026.
Q3 2026 net sales: $430 million, flat versus $430 million in Q3 2025
Nine-month 2026 net sales: $1.115 billion, up 1% from $1.102 billion
European based net sales rose 4% to $306 million in Q3; United States based net sales fell 7% to $127 million
Full third-quarter and nine-month results due November 4, 2026 after market close; conference call November 5, 2026 at 11:00 am ET
Annaly Capital Management furnished its third quarter 2026 financial supplement, which shows a GAAP net loss of $1.0 billion, or $1.36 per average common share, compared with GAAP net income of $827.8 million, or $1.06 per share, in the second quarter. Earnings available for distribution rose to $0.80 per share from $0.79, while book value per common share fell to $17.86 from $20.15, which shareholders will weigh against the unchanged $0.75 quarterly dividend.
GAAP net loss of $1.0 billion ($1.36 per share) for the quarter ended September 30, 2026, versus net income of $827.8 million ($1.06 per share) for the quarter ended June 30, 2026
Earnings available for distribution of $0.80 per common share, up from $0.79 in the prior quarter
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Dividends declared of $0.75 per common share, unchanged from the prior quarter
Stride reported first quarter fiscal 2027 revenue of $639.4 million, up 3.0% from a year earlier, and diluted EPS of $1.45, up from $1.40. Net income fell 5.6% to $64.9 million and adjusted EPS fell 9.9% to $1.37, so shareholders see mixed results. The company also gave fiscal 2027 revenue guidance of $2.530 billion to $2.610 billion and adjusted operating income guidance of $500 million to $530 million. The filing does not compare this guidance with earlier outlooks.
Revenue $639.4 million vs. $620.9 million, up 3.0%; revenue per enrollment up 7.0% to $2,556
Net income $64.9 million vs. $68.8 million, down 5.6%; diluted EPS $1.45 vs. $1.40
Adjusted EPS $1.37 vs. $1.52, down 9.9%; adjusted operating income $78.6 million vs. $81.1 million
Fiscal 2027 guidance: revenue $2.530 billion to $2.610 billion; second quarter revenue $625 million to $645 million
Annaly Capital Management reported a GAAP net loss of $1.36 per average common share for the quarter ended September 30, 2026, compared with GAAP earnings of $1.06 in the prior quarter. Earnings available for distribution (EAD), a non-GAAP measure, was $0.80 per share, and the company declared a $0.75 quarterly common dividend, while book value per common share fell to $17.86 from $20.15 at June 30, 2026.
GAAP net loss of $1.36 per average common share, versus $1.06 in the June 30, 2026 quarter and $1.21 in the September 30, 2025 quarter
EAD of $0.80 per average common share, up from $0.79 in the prior quarter and $0.73 a year earlier
Book value per common share of $17.86, down from $20.15 at June 30, 2026; economic return of (7.6%) for the quarter
GAAP leverage rose to 8.0x from 7.4x; the company redeemed all $442.5 million of its Series I preferred stock, and the earnings call is October 21, 2026 at 9:00 a.m. Eastern Time
Pegasystems reported third-quarter 2026 revenue of $393.4 million, up 3% from a year earlier, while GAAP net income fell 68% to $14.1 million after a $16.0 million litigation settlement. Non-GAAP diluted EPS rose 17% to $0.35, but the company said ACV growth slowed sharply in the first nine months and may continue to weigh on growth and cash flow for the rest of 2026.
Q3 2026 total revenue was $393.4 million, up 3% from $381.4 million; GAAP diluted EPS was $0.08, down from $0.24.
Non-GAAP diluted EPS was $0.35, up 17% from $0.30; non-GAAP net income was $59.8 million, up 8%.
Total ACV was $1.65 billion, up 6% as reported; Pega Cloud ACV grew 20% and reached 59% of total ACV.
Nine-month free cash flow was $289.8 million, down 14%, and the company reiterated a target of $700 million or more in 2028.
Intuitive reported third-quarter 2026 revenue of $3.05 billion, up 22% from $2.51 billion a year earlier, with da Vinci procedures up about 14% and Ion procedures up about 31%. GAAP net income fell to $523 million, or $1.49 per diluted share, from $704 million, or $1.95, after a $450 million charge for an antitrust class action settlement, while non-GAAP earnings rose to $3.00 per diluted share from $2.40. The settlement still needs Court approval, and the company gave 2026 outlook ranges for da Vinci procedure growth, non-GAAP gross margin and non-GAAP operating expense growth.
Revenue of $3.05 billion rose 22%; instruments and accessories were $1.80 billion and systems were $769 million.
A $450 million pre-tax charge for the antitrust class action settlement cut GAAP EPS by $0.99; the settlement remains subject to preliminary and final Court approval.
The company repurchased 7.8 million shares for $2.94 billion in the quarter and ended September 30, 2026 with $6.80 billion in cash and investments, down $1.83 billion.
2026 outlook: da Vinci procedure growth of 14% to 15%, non-GAAP gross margin of 68.7% to 69.3%, and non-GAAP operating expense growth of 11% to 13%.
Netflix reported third-quarter 2026 revenue of $12.9 billion, up 12% year over year, and diluted EPS of $0.87 versus $0.59 a year earlier. The company cut its 2026 ad revenue forecast to about $2.7 billion from about $3 billion and lowered its 2026 free cash flow forecast to about $12.0 billion from $12.5 billion, which may matter to shareholders weighing the outlook.
Q3 2026 revenue was $12.9 billion, up 12% year over year (11% on a F/X neutral basis); operating margin was 34.6% versus 28.2% in Q3 2025.
2026 revenue forecast is $51.1 billion, about 0.2% below the mid-point of the prior forecast range, with an operating margin forecast of 31.5%.
2026 ad revenue is now expected at about $2.7 billion versus about $3 billion previously; 2026 free cash flow is now expected at about $12.0 billion versus $12.5 billion previously.
Q3 share repurchases totaled $4.8 billion, and $22.3 billion of authorization capacity remained at quarter end.
Bank First Corporation reported third-quarter 2026 net income of $23.8 million, or $2.15 per share, up from $18.0 million, or $1.83 per share, a year earlier, though slightly below the second quarter. The company also declared a quarterly cash dividend of $0.65 per share, up 44.4% from the prior-year third quarter, and said it is progressing toward its planned December 4, 2026 acquisition of Peoples.
Q3 2026 net income of $23.8 million ($2.15 per share) vs. $18.0 million ($1.83 per share) in Q3 2025; Q2 2026 was $24.7 million ($2.21 per share)
Adjusted net income (non-GAAP) of $26.1 million ($2.35 per share), excluding acquisition expenses and one-time net gains on asset sales
Quarterly dividend of $0.65 per share, payable January 6, 2027, to shareholders of record as of December 23, 2026
Total assets of $5.95 billion at September 30, 2026; nonperforming assets rose to 0.50% of total assets from 0.31% a year earlier
Hancock Whitney reported third quarter 2026 net income of $110.1 million, or $1.36 per diluted share, down from $127.0 million, or $1.55 per share, in the second quarter. The results include a $30.4 million pretax charge for supplemental disclosure items tied to its August 1, 2026 acquisition of OFB Bancshares; excluding those items, adjusted EPS was $1.66, up $0.11 from the prior quarter. Shareholders face a lower reported profit, a lower capital ratio, and a company that is still growing its loan and deposit base.
Net income of $110.1 million, or $1.36 per diluted share, versus $127.0 million, or $1.55, in Q2 2026 and $127.5 million, or $1.49, in Q3 2025
Pretax supplemental disclosure items of $30.4 million, or $0.30 per share, related to the OFB acquisition, which closed August 1, 2026
Adjusted EPS of $1.66; loans rose $2.0 billion to $26.5 billion and deposits rose $2.5 billion to $32.2 billion
CET1 ratio estimated at 11.53%, down from 13.19%; the company repurchased one million shares at an average price of $77.91
PermRock Royalty Trust declared a monthly cash distribution of $197,140.34 ($0.016204 per Trust Unit), based mainly on August 2026 production. Oil cash receipts fell by $0.24 million from the prior month, while natural gas receipts rose and direct operating expenses dropped by $0.19 million. Unitholders of record on October 30, 2026 will receive the payment on November 16, 2026.
Distribution: $197,140.34, or $0.016204 per Trust Unit, based principally on August 2026 production
Record date October 30, 2026; payment date November 16, 2026
Oil cash receipts were $1.01 million, down $0.24 million, mainly due to lower oil sales volumes
Total direct operating expenses were $0.46 million, down about $0.19 million; natural gas receipts were $0.04 million, up about $0.02 million
The Trust declared a monthly cash distribution of $0.045191 per unit, totaling $2,106,330.04, payable November 16, 2026 to holders of record on October 30, 2026. The payment rose from the prior month mainly due to a final settlement payment from Blackbeard Operating, but it includes no Waddell Ranch proceeds because those properties remain in an excess cost position, and a proposed combination with Blackbeard Holdings still requires a unitholder vote.
Distribution of $0.045191 per unit, or $2,106,330.04 across 46,608,796 units, payable November 16, 2026 to holders of record October 30, 2026.
Increase from the prior month due primarily to the final settlement payment from Blackbeard Operating; higher Texas Royalty Properties gas volumes and pricing also contributed, partly offset by lower oil pricing.
Waddell Ranch production costs exceeded gross proceeds for September 2026, so no Waddell Ranch proceeds were included; all excess costs plus accrued interest must be recovered before future distributions.
SoftVest's combination agreement dated July 28, 2026 proposes creating PBT Land and Minerals, Inc.; completion requires a Trust unitholder vote, and the Trustee is not making a recommendation.
Mercantile Bank Corporation reported third-quarter 2026 net income of $24.1 million, or $1.39 per diluted share, compared with $23.8 million, or $1.46 per diluted share, a year earlier. Net revenue rose 17.3 percent to $73.2 million, but adjusted diluted earnings per share fell to $1.42 from $1.50, and noninterest expense rose to $43.6 million from $34.8 million.
Net revenue of $73.2 million in Q3 2026, up $10.8 million, or 17.3 percent, from Q3 2025
Net income of $24.1 million, or $1.39 per diluted share, versus $23.8 million, or $1.46 per share, in Q3 2025
Adjusted diluted EPS of $1.42 in Q3 2026 versus $1.50 in Q3 2025 (non-GAAP)
Loan-to-deposit ratio of approximately 88 percent at September 30, 2026, down from approximately 96 percent a year earlier; core banking system conversion expected in Q1 2027
Beeline Holdings announced an additional operating expense reduction plan targeting about $250,000 in monthly savings, or $3 million annualized, on top of cuts made earlier in 2026. The company expects about $270,000 in one-time transition expenses through Dec. 1, 2026, after which the full monthly savings are expected to be realized. For shareholders, the plan aims to lower fixed costs and accelerate the path to positive operating cash flow, though the filing gives no Q3 2026 revenue or profit figures.
Targets about $250,000 in monthly savings, or $3 million in annualized operating expense reductions
Incremental to cost reductions implemented earlier in 2026
Expects about $270,000 in one-time transition expenses through Dec. 1, 2026
Company says increased revenues in Q3 2026 were supported by its technology investments and higher-value mortgage products
Genuine Parts reported third-quarter 2026 sales of $6.5 billion, up 4.2%, and adjusted diluted EPS of $2.07, up from $1.98 a year earlier, while GAAP diluted EPS was flat at $1.62. The company narrowed its full-year 2026 adjusted EPS outlook to $7.50 to $7.75 from $7.50 to $8.00 and lowered its GAAP diluted EPS outlook to $5.60 to $5.85 from $5.90 to $6.40, which lowers the upper end of expected earnings for shareholders.
Q3 2026 sales were $6.5 billion, up 4.2%, with comparable sales up 2.9%.
Q3 GAAP net income was $224 million, or $1.62 per diluted share, versus $226 million, or $1.62, a year earlier; adjusted EPS was $2.07 versus $1.98.
2026 adjusted diluted EPS outlook is $7.50 to $7.75, down from $7.50 to $8.00; GAAP diluted EPS outlook is $5.60 to $5.85, down from $5.90 to $6.40.
Separation of the Automotive and Industrial businesses is on track for launch in the first quarter of 2027.
Maximus agreed on October 19, 2026 to acquire Agile Defense, LLC from Arclight Equity Holdings for $660 million in cash, subject to adjustments and up to $50 million in additional contingent payments tied to revenue milestones. The company also reported preliminary leverage of 2.2x to 2.3x including the deal, up from 1.7x excluding it, which it said remains within its 2x to 3x target range.
Cash purchase price of $660 million, reduced by Agile Defense debt and certain transaction expenses, with possible earnout of up to $50 million over the twelve months after closing
Preliminary debt-to-EBITDA ratio of 1.7x without the acquisition and between 2.2x and 2.3x including it, for the quarter ended September 30, 2026
Expected closing in the first quarter of fiscal 2027; either party may terminate if the deal has not closed by December 18, 2026
Shareholder approval is not required; the deal is subject to customary conditions including Hart-Scott-Rodino waiting period expiration
Iridium reported third quarter 2026 revenue of $245.7 million, up 8% from a year earlier, and net income of $106.9 million, or $0.98 per diluted share, compared with $37.1 million, or $0.35, a year earlier. The profit increase was mainly due to a $103.9 million gain tied to the Aireon acquisition, while operational EBITDA slipped 1% to $135.6 million, so shareholders are weighing growth against a one-time gain and a small decline in core operating earnings.
Total revenue $245.7 million, up 8% from $226.9 million in the prior-year quarter; service revenue up 13%
Net income $106.9 million ($0.98 per diluted share) versus $37.1 million ($0.35) a year earlier, driven by a $103.9 million Aireon acquisition gain
Operational EBITDA $135.6 million versus $136.6 million, including $4.5 million in higher expenses from paying annual incentive compensation solely in cash
Stockholders approved the Rocket Lab acquisition on September 24, 2026 with 99.6% of votes cast in favor; completion expected by mid-2027
United Community Banks reported a third-quarter 2026 GAAP net loss of $139.7 million, or $(1.16) per diluted share, compared with net income of $115.6 million, or $0.95 per share, in the second quarter. The loss reflects a $366.1 million loss on an investment securities repositioning, partly offset by a $62.2 million gain on the sale of its Navitas equipment finance business. Operating net income rose to $93.7 million, or $0.77 per share, up from $0.71 in the second quarter, so shareholders face a sharp GAAP decline alongside higher operating results.
GAAP net loss of $139.7 million, or $(1.16) per diluted share, versus net income of $115.6 million ($0.95) in Q2 2026
Operating net income of $93.7 million, or $0.77 per share, versus $0.71 in Q2 2026
Securities repositioning loss of $366.1 million; Navitas sale gain of $62.2 million, with the sale closing September 1, 2026
Quarterly dividend declared at $0.26 per share, up 4% year over year; $50 million of shares repurchased in Q3
AIB Data Centers furnished an October 2026 investor presentation under Form 8-K Item 7.01, which highlights a 12-year agreement for 50 MW of critical IT capacity at its CLT1 site. The presentation also shows Q2 2026 revenue fell to $2.9 million from $4.7 million a year earlier, as the legacy hosting business was de-energized on June 5, 2026, and net loss widened to $3.5 million.
Customer agreement: 50 MW of critical IT capacity at CLT1 under a 12-year initial term with two five-year renewal options
Q2 2026 revenue of $2.9 million versus $4.7 million in Q2 2025; legacy hosting site de-energized June 5, 2026
Q2 2026 net loss of $3.5 million, or $0.07 per share, versus a net loss of $542 thousand, or $0.01 per share, in Q2 2025
Estimated first delivery of two 25 MW data halls at CLT1 in Q4 2027, which the company says is not a target or guidance
Halliburton reported third-quarter 2026 revenue of $5.7 billion, flat from the second quarter and up from $5.6 billion a year earlier. GAAP net income fell to $417 million, or $0.50 per diluted share, from $534 million, or $0.64, in the second quarter, after a $107 million pre-tax charge mainly for severance; adjusted EPS rose to $0.60 from $0.55. Management said its early outlook for 2027 calls for mid-single digit revenue growth and operating margins of about 15%.
Q3 2026 revenue was $5.7 billion, flat sequentially and up from $5.6 billion in Q3 2025.
GAAP net income was $417 million, or $0.50 per diluted share, versus $18 million, or $0.02, a year earlier and $0.64 in Q2 2026.
Adjusted net income was $501 million, or $0.60 per diluted share, versus $461 million, or $0.55, in Q2 2026.
Management's early 2027 outlook is mid-single digit revenue growth and operating margins of about 15%, assuming a flat North America market.
Atlantic Union Bankshares reported third-quarter 2026 net income available to common shareholders of $133.7 million, or $0.94 per diluted share, and adjusted diluted earnings of $0.96 per share. Net interest income rose $3.3 million from the prior quarter, while noninterest income fell $35.4 million because the prior quarter included a $32.3 million gain on the sale of an insurance equity stake. The filing does not state prior-quarter earnings per share, so the year-over-year profit change cannot be measured from it.
Net income available to common shareholders was $133.7 million; diluted EPS was $0.94 and adjusted diluted operating EPS was $0.96.
Net interest income was $328.4 million, up $3.3 million from the second quarter, while net interest margin fell 7 basis points to 3.82%.
The company issued $250.0 million of 2036 subordinated notes and redeemed $168.0 million of 2029 notes, recording a $2.7 million pre-tax debt extinguishment loss.
Nonperforming assets fell to 0.37% of total loans held for investment, and net charge-offs were 0.03% of average loans on an annualized basis.
Equifax reported third-quarter 2026 revenue of $1.69 billion, up 10%, with net income attributable to Equifax up 32% to $211.7 million. The company lowered its full-year 2026 reported revenue guidance at the midpoint to $6.661 billion, citing a weaker U.S. mortgage market, while its Adjusted EPS guidance of $8.50 per share at the midpoint was cut by only $0.04.
Q3 2026 revenue was $1,692.5 million, up 10% reported and 9% in local currency versus Q3 2025.
Diluted EPS was $1.79 versus $1.29 a year earlier; Adjusted EPS was $2.26, up 11%.
Full-year 2026 reported revenue guidance midpoint was reduced to $6.661 billion because of a much weaker U.S. mortgage market.
Returned $158 million to shareholders in the quarter, including repurchases of 0.5 million shares for $92 million and $66 million in dividends.
Rapport Therapeutics said its 253-patient Phase 2 trial of RAP-219 in adults with acute bipolar mania met its primary endpoint, with a 3.1-point placebo-adjusted improvement in YMRS total score at Week 3 (p=0.045). The company plans to meet the FDA in the first quarter of 2027 and expects to start two Phase 3 trials in the second half of 2027, while the filing also reports that 24.6% of patients on RAP-219 discontinued treatment versus 11.8% on placebo.
Primary endpoint met: 3.1-point placebo-adjusted YMRS improvement at Week 3 (p=0.045); mean reduction of 15.4 points on RAP-219 versus 12.3 on placebo
Treatment-emergent adverse events were similar (51.6% RAP-219 vs 52.8% placebo); no serious adverse events were reported
Discontinuation of treatment: 24.6% on RAP-219 vs 11.8% on placebo; FDA meeting planned in Q1 2027
Cash, cash equivalents and short-term investments were $436.1 million as of June 30, 2026, expected to fund operations into the second half of 2029
Synchrony Financial reported third quarter 2026 net earnings of $892 million, or $2.68 per diluted share, down from $1.1 billion, or $2.86 per diluted share, in the third quarter of 2025. Net interest income rose 2% to $4.8 billion and purchase volume rose 8% to $49.7 billion, but higher provisions for credit losses and other expenses lowered earnings, and the company returned $1.2 billion to shareholders.
Net earnings fell $185 million, or 17%, to $892 million; diluted EPS was $2.68 versus $2.86 a year earlier.
Net interest income rose $89 million, or 2%, to $4.8 billion; other expense rose $123 million, or 10%, to $1.4 billion.
Loan receivables rose 3% to $103.3 billion; the company returned $1.2 billion to shareholders, including $1.1 billion of share repurchases.
Estimated Common Equity Tier 1 ratio was 12.9%, compared with 14.3% a year earlier; quarterly dividend declared was $0.34 per share versus $0.30.
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.