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).
Ashford Hospitality Trust said its advisor, Ashford Inc., will waive about $17 million of advisory fees over six months from November 2026 through April 2027, and agreed to buy 2.5% of the company's outstanding common stock each quarter in the open market. The company also terminated its $100 million at-the-market equity program, so it no longer has a way to sell new shares through that program. The company says the moves are intended to strengthen liquidity and align the advisor's interests with stockholders.
Fee waiver covers about $17 million, or about $2.60 per common share, for the six months through April 2027, and the waived fees will not become payable.
Ashford Inc. must buy 2.5% of outstanding shares each quarter, starting with the quarter ended September 30, 2026; the initial quarterly amount is about 162,000 shares based on about 6.47 million shares outstanding.
If Ashford Inc. falls short, it must provide a fee credit equal to 150% of the volume-weighted average price for each unbought share, with purchases for that quarter due by March 31, 2027.
The $100 million at-the-market program with Virtu Americas LLC, dated April 11, 2022, was terminated effective October 20, 2026.
Danaher reported third-quarter 2026 sales of $6.6 billion, up 8.5% year over year, and net earnings of $1.2 billion, or $1.71 per diluted share, up 34.5%. Adjusted diluted EPS rose 11.5% to $2.11, and the company raised its full-year 2026 adjusted EPS guidance to $8.57-$8.62 from $8.45-$8.60. For shareholders, the results and higher guidance point to stronger profit, though core revenue growth excluding respiratory testing was 5.5%, and the company expects respiratory testing to be a headwind in the fourth quarter.
Third-quarter net earnings were $1.2 billion, or $1.71 per diluted share, up 34.5% year over year.
Adjusted diluted EPS was $2.11, up 11.5% from $1.89 a year earlier.
Full-year 2026 adjusted diluted EPS guidance was raised to $8.57-$8.62 from $8.45-$8.60.
Core revenue excluding respiratory testing rose 5.5%; total core revenue rose 3.0%.
At its 2026 Investor Meeting on October 19, 2026, Jefferies presented trailing 12-month results that management described as strong, including net revenues of $8.5 billion, net earnings above $935 million, and a return on tangible equity of 13.1%. Management said it expects investment banking and capital markets margins to keep expanding and that it expects to close the Hildene transaction in the first quarter of 2027.
Trailing 12-month net revenues of $8.5 billion, net earnings over $935 million, and return on tangible equity of 13.1%
Investment banking and capital markets segment revenue rose from $4.5 billion in 2023 to $7.8 billion, and pre-tax profit rose from $500 million to about $1.3 billion
Over $925 million returned to shareholders in the current year through buybacks and dividends
Management expects to close the Hildene transaction in the first quarter of 2027
Chubb reported third quarter 2026 net income of $2.84 billion, or $7.30 per share, up 1.5% and 4.4% from a year earlier. Core operating income was $2.98 billion, or $7.66 per share, down 2.2% in dollars but up 0.8% per share, and net premiums written rose 1.9% to $15.1 billion, which points to steady growth for shareholders despite higher catastrophe losses.
Q3 net income $2.84 billion, up 1.5%; EPS $7.30, up 4.4%
Core operating income $2.98 billion, down 2.2%; $7.66 per share, up 0.8%
Nine-month core operating income a record $8.60 billion, up 21.0%
Q3 share repurchases of $1.18 billion plus $393 million in dividends; earnings call on October 21, 2026
NexMetals reported an updated mineral resource estimate for Selebi North, one of two deposits at its past-producing Selebi mines in Botswana, showing indicated resources of 8.95 million tonnes, up from 3.00 million tonnes in 2024. The company also said it is allowing more time for the Selebi preliminary economic assessment and is still reviewing project funding, and the filing contains no revenue, earnings or production timeline. The estimate contains no mineral reserves and does not establish economic viability.
Selebi North indicated mineral resources rose to 8.95 million tonnes from 3.00 million tonnes in 2024, a 198% increase.
Selebi North inferred mineral resources rose 63% to 9.48 million tonnes from 5.83 million tonnes in 2024.
Combined Selebi indicated resources are 8.95 million tonnes and inferred resources are 41.95 million tonnes, as of October 16, 2026, prepared by The MSA Group.
The project funding review with National Bank of Canada Capital Markets is ongoing, and the company states there is no guarantee it will result in a transaction.
Supermicro said preliminary, unaudited first-quarter fiscal 2027 revenue, for the quarter ended September 30, 2026, is estimated at $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion. Estimated gross margin is 12.0% to 12.5%, versus guidance of 10.4% to 10.8%. The company said final results may differ materially and will report on November 3, 2026.
Estimated Q1 fiscal 2027 revenue of $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms
Estimated gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix
Earnings call and webcast scheduled for November 3, 2026, at 5:00 p.m. ET
Metropolitan Bank Holding Corp. (NYSE: MCB) reported third-quarter 2026 net income of $32.4 million, or $2.58 per diluted share, compared with $1.54 in the prior quarter and $0.67 a year earlier. Net interest income rose to $97.6 million and the net interest margin widened to 4.36%, while the board declared a $0.40 quarterly dividend per share.
Diluted EPS of $2.58 for Q3 2026, versus $1.54 in Q2 2026 and $0.67 in Q3 2025
Net interest income of $97.6 million, up $7.2 million from Q2 2026 and $20.3 million from Q3 2025
Net interest margin of 4.36%, up 28 basis points from Q2 2026 and 48 basis points from Q3 2025
Quarterly cash dividend of $0.40 per share declared October 19, 2026; non-performing loans were 0.95% of total loans at September 30, 2026, up from 0.91% at June 30, 2026
Bridgewater Bancshares reported third quarter 2026 net income of $15.0 million, or $0.49 per diluted share, up from $14.0 million and $0.45 in the second quarter of 2026 and from $11.6 million and $0.38 in the third quarter of 2025. Tangible book value per share fell to $16.33 from $16.61 in the second quarter, and net loan charge-offs rose to 0.21% of average loans from 0.04%.
Net income of $15.0 million, or $0.49 per diluted share, for the quarter ended September 30, 2026, versus $14.0 million and $0.45 in the second quarter of 2026.
Net interest margin of 3.09%, up from 3.07% in the second quarter; efficiency ratio of 48.8%, down from 53.0%.
Tangible book value per share of $16.33 at September 30, 2026, down from $16.61 at June 30, 2026.
Quarterly dividend of $0.3672 per depositary share on Series A Preferred Stock (Nasdaq: BWBBP), payable December 1, 2026, to holders of record on November 13, 2026.
Nicolet Bankshares reported third quarter 2026 net income of $64 million, or $2.96 per diluted share, up from $57 million and $2.62 in the second quarter. The company also declared a quarterly cash dividend of $0.36 per share, payable December 15, 2026, and said it completed the MidWestOne integration and core systems conversion and the Denver branch sale.
Net income $64 million and diluted EPS $2.96 for Q3 2026, versus $57 million and $2.62 in Q2 2026; core diluted EPS (non-GAAP) was $3.15 versus $2.99.
Net interest margin was 4.19% for Q3 2026, up from 4.14% in Q2 2026.
Quarterly cash dividend of $0.36 per share, payable December 15, 2026, to shareholders of record as of December 1, 2026.
Common stock repurchases of $40 million in Q3 2026; merger-related expense fell to $4.6 million from $7.4 million in Q2 2026.
Neptune Insurance Holdings reported record third-quarter 2026 revenue of $59.6 million, up 34%, and net income of $17.3 million, up 49.9%, and raised its full-year 2026 revenue expectation to $204 million. The filing also says CFO Jim Steiner will resign after the 2026 Form 10-K is filed, with director Cristian Melej named as his successor.
Q3 2026 revenue $59.6 million, up 34.3% from $44.4 million; Adjusted EBITDA $36.8 million, up 37.5%
Full-year 2026 revenue expectation raised to $204 million; initial 2027 revenue guidance set at $238 million
CFO Jim Steiner to resign effective after the 2026 Form 10-K filing; Cristian Melej, a board member, to become CFO, with compensation terms not yet determined
QCR Holdings reported third-quarter 2026 net income of $36.4 million and diluted EPS of $2.21, up from $2.19 in the second quarter and $2.16 a year earlier, though net income was slightly below the $36.7 million reported in the third quarter of 2025. The company reaffirmed its fourth-quarter 2026 guidance for loan growth, capital markets revenue and noninterest expense, and reported lower nonperforming assets and $9.5 million of share repurchases.
Net income of $36.4 million and diluted EPS of $2.21, versus $36.3 million and $2.19 in the second quarter of 2026 and $36.7 million and $2.16 in the third quarter of 2025
Net interest income of $68.7 million; net interest margin rose to 3.12% from 3.10%
Total deposits fell to $7.2 billion at September 30, 2026, from $7.4 billion at June 30, 2026
Reaffirmed Q4 2026 guidance: gross loan growth of 10% to 15% annualized and noninterest expense of $54 million to $57 million
Capital One reported third-quarter 2026 net income of $3.5 billion, or $5.61 per diluted share, up from $4.73 in the second quarter and $4.83 in the third quarter of 2025. Total net revenue rose 3 percent to $16.3 billion, while non-interest expense fell 2 percent to $8.9 billion, and the company said adjusted diluted EPS was $6.69 after adjusting items.
Net income $3.5 billion, or $5.61 per diluted share, versus $4.73 in Q2 2026 and $4.83 in Q3 2025
Total net revenue up 3 percent to $16.3 billion; non-interest expense down 2 percent to $8.9 billion
Provision for credit losses decreased $73 million to $2.9 billion; net charge-offs were $3.1 billion
Period-end total deposits decreased $3.6 billion, or 1 percent, to $480.7 billion
Agree Realty reported third-quarter 2026 net income of $66.5 million, up 32.3% from a year earlier, and per-share AFFO of $1.15, up 4.9%. The company raised its 2026 AFFO per share guidance to $4.58 to $4.59 from $4.57 to $4.59, and it cut its investment volume guidance to approximately $1.6 billion from $1.6 to $1.8 billion.
Q3 2026 net income attributable to common stockholders rose 32.3% to $66.5 million; per-share net income rose 18.5% to $0.53.
Q3 2026 AFFO per share rose 4.9% to $1.15; Core FFO per share also rose 4.9% to $1.15.
2026 AFFO per share guidance revised to $4.58 to $4.59 from $4.57 to $4.59; investment volume guidance is now approximately $1.6 billion.
Company ended the quarter with approximately $2.0 billion of liquidity and a $400 million 5.65% senior notes offering at a 5.36% all-in rate.
East West Bancorp reported record third quarter 2026 revenue of $823 million, net income of $382 million and diluted earnings per share of $2.76, all up from the second quarter. Compared with the third quarter of 2025, revenue rose 6% and net income rose 4%. The company also declared a $0.80 per share dividend payable November 17, 2026, and repurchased no shares in the quarter.
Revenue of $823 million, up 4% from the prior quarter and 6% from a year earlier
Net income of $382 million and diluted EPS of $2.76, up 5% from the second quarter ($2.63)
Net interest margin of 3.49%; noninterest expense of $283 million included $24 million of tax credit and CRA investment amortization
Declared $0.80 per share dividend, payable November 17, 2026, to holders of record as of November 2, 2026
SpaceX reported third-quarter 2026 revenue of $14.6 billion, up from $5.6 billion a year earlier, and net income of $4.4 billion, compared with a net loss of $1.1 billion in the prior-year quarter. Growth was led by the Super Intelligence segment, which includes the Cursor acquisition, and by the Connectivity segment. Capital expenditures were $19.6 billion in the quarter, and the nine-month net loss was $413 million, so shareholders still face heavy spending alongside the quarterly profit.
Revenue was $14.6 billion, up 161% from $5.6 billion; Super Intelligence revenue was $7.6 billion
Net income was $4.4 billion versus a net loss of $1.1 billion; diluted EPS was $0.35 versus a loss of $0.36
Adjusted EBITDA was $8.8 billion, up from $2.2 billion; the nine-month net loss was $413 million
Capital expenditures were $19.6 billion in the quarter, and the Cursor acquisition closed August 14, 2026
United Airlines Holdings reported third-quarter 2026 diluted earnings per share of $3.14, up 8.3% from $2.90, and total operating revenue of $17.9 billion, up 17.4%. The company said it expects fourth-quarter total operating revenue to grow more than 20% year over year, while aircraft fuel expense rose 61.6% to $4.8 billion.
Q3 net income was $1.0 billion ($1,029 million), up 8.5%; pre-tax earnings were $1.3 billion, up 4.5%.
Q3 adjusted diluted EPS was $2.54, which the company described as within its guidance.
Aircraft fuel expense was $4.8 billion, up 61.6%, with average fuel price of $3.90 per gallon versus $2.43 a year earlier.
The investor update outlines Q4 2026 revenue growth above 20% year over year, and an earnings call is set for October 21, 2026.
Capital City Bank Group reported net income attributable to common shareowners of $16.9 million, or $0.99 per diluted share, for the third quarter of 2026, up from $16.3 million, or $0.95 per share, in the second quarter and $16.0 million, or $0.93 per share, in the third quarter of 2025. Net interest margin rose to 4.42%, while noninterest income fell 5.9% from the prior quarter, and nonperforming assets declined to $9.7 million.
Net income of $16.9 million, or $0.99 per diluted share, versus $16.3 million, or $0.95, in Q2 2026 and $16.0 million, or $0.93, in Q3 2025
Net interest margin of 4.42%, up 7 basis points from Q2 2026; tax-equivalent net interest income of $45.1 million
Noninterest income fell $1.2 million, or 5.9%, to $19.4 million from Q2, driven by lower mortgage banking revenues and deposit fees
Nonperforming assets were $9.7 million at September 30, 2026, down $3.7 million from the prior quarter
Mueller Industries reported third quarter 2026 results for the quarter ended September 26, 2026. Net sales rose to $1.42 billion from $1.08 billion, net income attributable to the company rose to $221.2 million from $208.1 million, and diluted EPS rose to $1.00 from $0.94, adjusted for the two-for-one stock split effective June 30, 2026. The filing gives no guidance, and the higher earnings, larger dividend and share repurchases are the main points for shareholders.
Net sales were $1.42 billion versus $1.08 billion, and operating income was $281.6 million versus $276.1 million.
Diluted EPS was $1.00 versus $0.94, adjusted for the two-for-one stock split that took effect June 30, 2026.
Dividends per share rose to $.175 from $.125, and the company bought 3.2 million shares for $201.9 million during the quarter.
Results include $9.4 million in charges related to purchase accounting for recent acquisitions.
Cross Timbers Royalty Trust declared a cash distribution of $0.277908 per unit, payable November 16, 2026, to unitholders of record on October 30, 2026. Underlying sales for the current month were 33,000 barrels of oil at $83.56 per barrel and 89,000 Mcf of gas at $4.86 per Mcf, up from 10,000 barrels at $76.19 and 48,000 Mcf at $4.67 in the prior month's distribution. Excess costs on Texas Working Interest properties rose $149,000, but the filing says these did not reduce net proceeds from the remaining conveyances.
Distribution of $0.277908 per unit; record date October 30, 2026; payment date November 16, 2026.
Oil sales of 33,000 barrels at $83.56 per barrel, versus 10,000 barrels at $76.19 in the prior month.
Gas sales of 89,000 Mcf at $4.86 per Mcf, versus 48,000 Mcf at $4.67 in the prior month.
Texas Working Interest excess costs rose $149,000; cumulative remaining total is $6,517,000 including $1,797,000 of interest. Oklahoma excess costs of $491,000 were fully recovered.
Knightscope reported preliminary, unaudited third-quarter 2026 revenue of about $8.7 million, up 177% from $3.1 million a year earlier, and nine-month revenue of about $23.7 million, up 170%. The company has not yet finalized gross margin, operating expenses, net loss, or cash, so shareholders do not yet have profit or cash figures for the quarter.
Q3 2026 revenue about $8.7 million, up 177% from $3.1 million in Q3 2025, the third straight quarter of triple-digit growth
Nine-month 2026 revenue about $23.7 million, up 170% from $8.8 million
Gross margin, operating expenses, net loss, and cash for the quarter are not yet reported
Third-quarter earnings release and conference call date to be announced before the end of October 2026
Steel Dynamics reported third quarter 2026 net sales of $6.5 billion and net income of $756 million, or $5.26 per diluted share, up from $404 million, or $2.74 per share, a year earlier and $534 million, or $3.69 per share, in the second quarter. Management attributed the gains mainly to higher steel prices and record steel shipments, while the aluminum operations still posted an operating loss.
Net sales of $6.5 billion versus $4.8 billion in Q3 2025; net income of $756 million versus $404 million a year earlier.
Record steel shipments of 3.8 million tons; steel operations operating income of $1.0 billion.
Aluminum operating loss of $26 million, a 21 percent improvement from the second quarter; management expects improvement in Q4 2026 and throughout 2027.
Share repurchases of $276 million in the quarter; liquidity of $2.4 billion as of September 30, 2026.
Nasdaq notified DataMeds AI on October 19, 2026 that the company has regained compliance with the $2.5 million minimum stockholders' equity requirement under Nasdaq Listing Rule 5550(b)(1). The company had reported a stockholders' deficit of $(12,447,801) in its 2025 annual report, which led to a deficiency letter in April 2026. The company said it could still be subject to delisting if it does not evidence compliance in its next periodic report.
Deficiency letter received April 13, 2026, after stockholders' equity of $(12,447,801) was reported for the fiscal year ended December 31, 2025
Nasdaq notified the company on June 9, 2026 that it had regained bid-price compliance and granted more time on the equity requirement
Nasdaq compliance notice dated October 19, 2026 confirmed the company met the $2.5 million equity minimum
Company states it may be subject to delisting if it fails to evidence compliance upon filing its next periodic report
Commerce Bancshares reported third quarter 2026 earnings of $1.08 per share and net income of $155.0 million, up from $1.01 and $141.5 million a year earlier but down from $1.10 and $159.8 million in the second quarter. The company also repurchased about 1.9 million shares at an average price of $58.84 and reported nine-month EPS of $3.14, compared with $3.03 a year earlier.
Q3 2026 net income was $155.0 million, versus $141.5 million in Q3 2025 and $159.8 million in Q2 2026.
Non-interest income totaled $185.5 million, up 14.8% from the same period last year.
The company bought back about 1.9 million shares at an average price of $58.84 during the quarter.
Nine-month 2026 net income was $456.4 million, versus $425.6 million for the same period in 2025.
AmeriServ Financial reported third-quarter 2026 net income of $3.1 million, or $0.18 per diluted share, up from $2.5 million, or $0.15 per share, in the third quarter of 2025. For the first nine months of 2026, net income was $7.6 million, or $0.45 per diluted share, compared with $0.25 a year earlier. The board also declared a $0.03 per share quarterly cash dividend for shareholders of record on November 2, 2026.
Q3 2026 net income of $3,100,000, or $0.18 per diluted share, versus $2,544,000, or $0.15, in Q3 2025
Nine-month 2026 net income of $7,632,000, or $0.45 per diluted share, versus $4,170,000, or $0.25, in the same period of 2025
Net interest margin of 3.41% for Q3 2026 and 3.34% for the nine months, a 14-basis-point and 21-basis-point improvement, respectively
Quarterly dividend of $0.03 per share payable November 16, 2026, to shareholders of record on November 2, 2026
Kearny Financial Corp. filed an investor presentation for its fiscal 2026 Annual Meeting of Stockholders on October 20, 2026, as Exhibit 99.1. The deck reviews fiscal year 2026 results, which ended June 30, 2026, and the company's strategic outlook, and it is furnished rather than filed under Regulation FD.
Fiscal 2026 net income was $36.3 million, up 39%, and net interest income grew 15.1%, per the presentation.
Pre-tax, pre-provision earnings per share grew 47%, according to the deck.
Fiscal 2026 net charge-offs were 4 basis points, and KRNY's 12-month total return was 55.8% versus 29.3% for the KBW NASDAQ Regional Bank index.
Stockholder votes cover four director elections, ratification of Crowe LLP as auditor for the year ending June 30, 2027, and an advisory vote on executive compensation.
Southern First Bancshares reported third-quarter 2026 results for the period ended September 30, 2026. Net income was $12.2 million, up 41% from a year earlier, and diluted earnings per share were $1.28, up 21%, driven by 26% growth in net interest income. Noninterest income fell 20% year over year, to $2.9 million.
Net income $12.2 million, up 41% year over year and up 9% from the second quarter of 2026
Diluted EPS $1.28 versus $1.06 in the third quarter of 2025; net interest margin 3.02% versus 2.62%
Total loans $4.2 billion, up 14% annualized from the second quarter; retail deposits $3.7 billion
Noninterest income $2.9 million, down from $3.6 million, as the bank retained more mortgage loans instead of selling them
The Fifth Circuit Court of Appeals vacated the Texas District Court's order granting class certification in the securities class action against Filana Therapeutics and certain officers and employees. The case returns to the Texas District Court for further class certification proceedings, and the appeals court made no finding on whether the company's securities traded in an efficient market.
On October 16, 2026, the Fifth Circuit vacated the class certification order.
The class covered purchasers or acquirers of the company's securities between September 14, 2020 and October 12, 2023.
The Fifth Circuit found the district court misapplied the legal standard and did not properly evaluate evidence of market inefficiency.
Further class certification proceedings will take place on remand in the Western District of Texas.
F.N.B. Corporation reported third quarter 2026 results on October 19, 2026, with net income of $152.9 million, or $0.43 per diluted common share, up from $149.5 million, or $0.41, a year earlier. The bank cited record net interest income of $376.5 million and a net interest margin of 3.29%, and said there were no significant items affecting operating earnings in the quarter. Shareholders also benefited from tangible book value per common share rising 7.0% year over year to $12.28.
Net income of $152.9 million, or $0.43 per diluted share, versus $149.5 million, or $0.41, in Q3 2025 and $148.7 million, or $0.42, in Q2 2026
Net interest income of $376.5 million, up 4.8% from a year earlier, with net interest margin (FTE, non-GAAP) at 3.29%
Non-interest income fell 5.7% to $92.6 million, and the company repurchased $51 million of common stock in the quarter
GM reported third-quarter 2026 revenue of $50.0 billion, up 2.9% from a year earlier, and net income attributable to stockholders of $3.3 billion, up from $1.3 billion. The company narrowed its full-year 2026 EBIT-adjusted guidance to $14.5 billion to $15.5 billion and raised its adjusted automotive free cash flow outlook to $11.5 billion to $12.5 billion, while its Board approved a new $20.0 billion share repurchase authorization and a $0.18 quarterly dividend.
Q3 2026 EBIT-adjusted was $4.1 billion, up 21.6%, and EPS-diluted-adjusted was $3.70 versus $2.80 a year earlier
Full-year 2026 EPS-diluted-adjusted guidance narrowed to $12.75 to $13.75 from $12.00 to $14.00
New $20.0 billion multi-year buyback authorization follows completion of the $6.0 billion program announced in January 2026; shares outstanding were 849 million at September 30, 2026
Quarterly dividend of $0.18 per share is payable December 17, 2026, to holders of record at the close of trading on December 4, 2026
Ally Financial reported preliminary third quarter 2026 results, with GAAP earnings per share of $1.30, up 10% from $1.18 a year earlier, and GAAP total net revenue of $2.3 billion, up 8%. Adjusted EPS was $1.34, up 16% year over year, but higher provision for credit losses of $529 million, up $114 million, partly offset the gains.
GAAP net income attributable to common shareholders was $401 million, compared with $371 million in the third quarter of 2025.
Net financing revenue rose $164 million year over year to $1.7 billion, and net interest margin was 3.62%.
Provision for credit losses rose $114 million year over year to $529 million, mainly from CECL reserve builds tied to asset growth.
Ally repurchased $178 million of shares in the quarter and the board approved a $0.35 per share dividend for the fourth quarter of 2026, compared with $0.30 paid in the third quarter.
Vicor reported results for the third quarter ended September 30, 2026, with product and royalty revenue of $197.1 million, up 78.5% from $110.4 million a year earlier. Net income was $63.3 million, or $1.33 per diluted share, compared with $0.63 a year earlier, and backlog reached $406 million, up 166% from a year ago. Cash and cash equivalents rose to $513.1 million at quarter end, which shows the company's earnings growth is also reflected in its balance sheet.
Product and royalty revenue was $197.1 million, up 37.5% from $143.4 million in Q2 2026 and up 78.5% from $110.4 million a year earlier.
Net income was $63.3 million, or $1.33 per diluted share, versus $0.63 per diluted share a year earlier.
Gross margin was 68.3% of revenue, compared with 57.5% a year earlier, while operating expenses rose to $62.5 million.
Backlog was $406 million at September 30, 2026, and cash and cash equivalents were $513.1 million.
Valmont reported third-quarter 2026 net sales of $1.10 billion, up 5.5%, and diluted earnings per share of $6.24, up 25.3% from $4.98 a year earlier. The company raised its full-year 2026 adjusted diluted EPS outlook to $22.75 to $23.75 from $22.25 to $23.50, while keeping its net sales outlook unchanged at $4.3 to $4.45 billion.
Q3 2026 operating income rose 22.2% to $172.8 million, or 15.7% of net sales, versus $141.5 million, or 13.5%, in Q3 2025
Infrastructure sales rose 9.1% to $882.1 million, while Agriculture sales fell 6.4% to $226.0 million
North America Telecommunications sales declined as customers shifted capital allocation priorities
Returned $97.2 million to shareholders in Q3, including $82.3 million in share repurchases and $14.9 million in dividends
Odyssey Therapeutics said the completed induction period of its open-label Phase 2a trial of OD-001 met the primary endpoint, with a mean reduction of 2.4 points in modified Mayo score at Week 12 (p<0.001). The company said the results strengthen the clinical proof of concept and support advancing OD-001 into a placebo-controlled Phase 2b monotherapy trial and a Phase 2a combination trial with vedolizumab. The data are preliminary, come from a trial without a concurrent placebo control, and remain subject to change until database lock.
Primary endpoint met: mean reduction of 2.4 points in modified Mayo score from baseline at Week 12 (p<0.001) across 56 evaluable patients.
Week 12 clinical remission was 27% at 20 mg BID (n=41) and 20% at 10 mg BID (n=15).
No serious adverse events were reported during the 12-week induction period; three adverse events in the 20 mg BID group were considered drug-related.
Phase 2b monotherapy and Phase 2a combination trials are planned, with topline induction results expected in the second half of 2027.
RTX reported third quarter 2026 sales of $25.0 billion, up 11% from a year earlier, and adjusted EPS of $2.26, up 33%. The company raised its full-year 2026 outlook for adjusted sales, adjusted EPS and free cash flow, which signals higher expected earnings for shareholders, though third-quarter operating cash flow fell 38%.
Q3 2026 sales of $24,965 million, up 11%; GAAP diluted EPS of $1.89, up 34%
Adjusted EPS of $2.26, up 33%, including $0.25 from IEEPA cost recovery
2026 adjusted EPS outlook raised to $7.65-$7.75 from $7.10-$7.25; adjusted sales outlook raised to $97.0-$97.5 billion
Pratt & Whitney reported a $363 million charge related to a customer bankruptcy; operating cash flow was $2,868 million, down from $4,639 million
MSCI reported third-quarter 2026 operating revenues of $892.0 million, up 12.4%, and diluted EPS of $4.86, up 14.4%, though net income rose a smaller 7.9% to $351.0 million. The company raised its full-year 2026 interest expense guidance to $288 million to $291 million, while keeping most other guidance unchanged, and declared a $2.05 per share dividend.
Q3 2026 operating revenues were $892.0 million, up 12.4%; net income was $351.0 million, up 7.9%.
Diluted EPS was $4.86, up 14.4%; adjusted EPS was $5.11, up 14.3%.
Full-year 2026 interest expense guidance was raised to $288 million to $291 million from $282 million to $286 million.
Board declared a cash dividend of $2.05 per share, payable November 27, 2026, to holders of record as of November 13, 2026.
3M reported third-quarter 2026 sales of $6.6 billion, up 1.0% from a year earlier, with GAAP diluted EPS of $2.63 versus $1.55 and adjusted EPS of $2.50, up 12%. The company raised its full-year 2026 adjusted EPS guidance to $9.10 to $9.15 and now expects adjusted free cash flow of about $4.8 billion, which points to stronger profit expectations for shareholders.
Q3 GAAP sales of $6.6 billion, up 1.0%; adjusted sales up 4.2% with adjusted organic growth of 3.3%
GAAP EPS of $2.63 included a $0.60 benefit from the increase in value of the Solventum ownership stake; adjusted EPS was $2.50, up from $2.23
2026 adjusted EPS guidance raised to $9.10 to $9.15; adjusted total sales growth guided above 4.5%
Amazon warrant for up to 3.2 million shares tied to $6 billion in cumulative data center product sales over seven years
Hasbro reported third-quarter 2026 net revenues of $1.6 billion, up 15% from a year earlier, with diluted earnings per share of $2.77 versus $1.64. The company raised its full-year 2026 revenue growth and adjusted operating margin outlook and doubled its share repurchase target for the year, which matters to shareholders because it signals stronger expected results and more cash returned to them. Results include about $55 million of tariff refunds.
Net revenues were $1,595.3 million, up from $1,387.5 million; Magic: The Gathering revenue topped $600 million for the first time
Diluted EPS was $2.77 versus $1.64 a year earlier; adjusted diluted EPS was $2.90
Full-year 2026 outlook: revenue up 7-9% in constant currency (previously 5-7%); adjusted operating margin 27-28% (previously 25-26%); adjusted EBITDA $1.575 billion to $1.625 billion (previously $1.45 billion to $1.50 billion)
Board declared a quarterly dividend of $0.70 per share, payable December 2, 2026, to holders of record on November 18, 2026
GE Aerospace reported third-quarter 2026 results with GAAP revenue of $14.1 billion, up 16%, and GAAP profit of $2.8 billion, up 12%. Adjusted EPS rose 36% to $2.25, and the company raised its full-year 2026 adjusted EPS guidance to $8.00-$8.10 from $7.65-$7.85. Headline measures improved, though GAAP profit margin and quarterly operating cash flow declined.
Q3 2026 total orders were $19.0 billion, up 49%; GAAP revenue $14.1 billion, up 16%
GAAP continuing EPS $2.32, up 14%; adjusted EPS $2.25, up 36%
2026 adjusted EPS guidance raised to $8.00-$8.10 from $7.65-$7.85; adjusted revenue growth now ~19-20%
Q3 cash from operating activities $2.2 billion, down 14%; GAAP profit margin 19.9%, down 80 basis points
KeyCorp reported third quarter 2026 net income from continuing operations attributable to common shareholders of $537 million, or $0.51 per diluted share, up from $454 million, or $0.41, in the third quarter of 2025. Total revenue reached $2.04 billion, up 8% year over year, and net loan charge-offs fell to $89 million from $114 million a year earlier. The company also repurchased $320 million of common shares during the quarter, which supports per-share earnings for shareholders.
Net income of $537 million, or $0.51 per diluted share, versus $472 million, or $0.44, in the second quarter of 2026
Total revenue of $2.04 billion, up 8.4% year over year; net interest margin of 2.95%
Share repurchases of $320 million in the quarter; Common Equity Tier 1 ratio of 11.1% at September 30, 2026 (estimated)
Nonperforming loans of $618 million at September 30, 2026, down from $809 million at June 30, 2026
Brand Engagement Network said it now expects total annualized cost reductions of approximately $1.919 million across three phases of integrating Cataneo GmbH, which it acquired on June 30, 2026. The company also expects one-time exit costs of approximately $177,000, mostly paid in the first half of 2027. For shareholders, the filing raises the savings figure from the $904,000 previously disclosed for the first phase, with most run-rate savings expected in 2027.
Total annualized cost reductions now expected at approximately $1.919 million across Phases I to III.
Phase I was previously expected to yield about $904,000; Phase II about $290,000; Phase III about $725,000.
One-time exit costs, mainly severance and notice pay, estimated at approximately $177,000, with the majority paid in the first half of 2027.
Most run-rate savings expected in 2027; savings from one contract ending in September 2027 start later.
Dime Commercial Bancshares reported net income available to common stockholders of $39.7 million, or $0.90 per diluted share, for the quarter ended September 30, 2026, up from $0.75 in the prior quarter and $0.59 a year earlier. The company also said it intends to acquire ES Bancshares, Inc., the parent of Empire State Bank, which it described as another step in its growth strategy.
Diluted EPS of $0.90 for Q3 2026, compared with $0.75 for Q2 2026 and $0.59 for Q3 2025
Net interest income of $121.2 million, up from $103.4 million a year earlier; net interest margin of 3.35%
Non-performing assets rose to $99.5 million at September 30, 2026, from $69.0 million at June 30, 2026
Announced intention to acquire ES Bancshares, Inc., parent of Empire State Bank, headquartered in Staten Island
Synchrony Financial filed monthly credit statistics for the thirteen months through September 30, 2026, as an unaudited exhibit to an 8-K. For September 2026, the net charge-off rate was 4.7%, down from 5.3% in September 2025, and the 30+ day delinquency rate was 4.3%, down from 4.4%. The company said it will keep publishing these figures monthly, with quarter-end months released alongside its earnings.
Net charge-off rate was 4.7% for September 2026, versus 5.3% for September 2025.
Adjusted net charge-off rate, a non-GAAP measure, was 4.6% for September 2026, versus 5.1% a year earlier.
30+ day delinquency rate was 4.3% at September 30, 2026, versus 4.4% at September 30, 2025.
Period-end loan receivables were $103.3 billion at September 30, 2026, versus $100.2 billion a year earlier.
Northrop Grumman reported third quarter 2026 sales of $11.1 billion, up 7% from $10.4 billion a year earlier, and diluted earnings per share of $7.89 versus $7.67. The company raised its 2026 guidance for sales, segment operating income and MTM-adjusted EPS, while operating margin rate declined to 11.4% from 11.9%.
Q3 2026 sales rose 7% to $11.1 billion; net earnings were $1.1 billion, or $7.89 per diluted share, versus $7.67 a year earlier
2026 MTM-adjusted EPS guidance raised to $29.35 to $29.75 from $28.60 to $29.10; sales guidance is $43.75 billion to $44.25 billion
Backlog reached $109.6 billion at September 30, 2026, up 15% from $95.7 billion at December 31, 2025; net awards were $16.4 billion in the quarter
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.