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).
H.B. Fuller completed the sale of $850 million of 7.625% senior unsecured notes due October 15, 2034, and terminated its $917 million unsecured bridge credit agreement that had been set up to help finance its pending acquisition of Advanced Medical Solutions Group plc. The notes carry a special mandatory redemption of $450 million if that acquisition is not completed by the June 25, 2027 deadline, so the financing outcome depends partly on the deal closing.
Notes: $850 million aggregate principal, 7.625% interest, payable semi-annually from April 15, 2027, maturing October 15, 2034
Bridge credit agreement dated June 25, 2026 was terminated on October 21, 2026 with no loans outstanding and no prepayment premium
Company must redeem $450 million of the notes at 100% of issue price if the Acquisition is not consummated by June 25, 2027
Notes are not guaranteed by subsidiaries at issuance; change of control triggers an offer to repurchase at 101% of principal
Supernus said the FDA recognized seven years of orphan-drug exclusive approval for ONAPGO (apomorphine HCl) for motor fluctuations in adults with advanced Parkinson's disease, with the exclusivity period starting on the February 3, 2025 approval date. The company also submitted a supplemental New Drug Application for a second supplier of ONAPGO and continues to expect potential FDA approval of that supplier by mid-year 2027. The filing gives no financial figures, but the exclusivity period is a regulatory protection for the product.
FDA recognized seven years of orphan-drug exclusive approval for ONAPGO, with the period starting February 3, 2025.
ONAPGO is described as the first and only subcutaneous apomorphine infusion device for motor fluctuations in adults with advanced Parkinson's disease.
Supernus submitted an sNDA for a second supplier of ONAPGO and expects potential FDA approval by mid-year 2027.
PG&E Corporation reported third-quarter 2026 results, with GAAP earnings of $0.34 per share and non-GAAP core earnings of $0.41 per share, both down from the third quarter of 2025. The company reaffirmed its 2026 and 2027 non-GAAP core EPS guidance, while nine-month results improved year over year, which may matter to shareholders weighing near-term earnings against the company's long-range outlook.
Q3 2026 income available for common shareholders was $749 million, or $0.34 per diluted share, versus $823 million, or $0.37, in Q3 2025
Q3 2026 non-GAAP core EPS was $0.41 versus $0.50 a year earlier; nine-month core EPS was $1.24 versus $1.14
Nine-month 2026 GAAP EPS was $1.06 versus $0.89 in the same period of 2025
2026 core EPS guidance reaffirmed at $1.64 to $1.66; 2027 guidance reaffirmed at $1.78 to $1.82
DT Cloud Star Acquisition Corporation's sponsor deposited a $28,558 extension payment into the company's trust account on October 21, 2026. The payment extends the deadline to complete an initial business combination by one month, to November 26, 2026. The filing is a routine extension that gives the blank-check company more time to find a deal, but it does not itself announce a merger.
Extension payment of $28,558 deposited into the trust account on October 21, 2026
Deadline to complete an initial business combination extended by one month to November 26, 2026
Filed under Item 8.01 (Other Events); signed by CEO Sam Zheng Sun
TruGolf said it believes it has regained compliance with Nasdaq's $2.5 million minimum stockholders' equity requirement. Nasdaq had flagged a shortfall based on stockholders' equity of $2,060,281 as of June 30, 2026, and the company credits the Polymath acquisition and a Series B preferred stock financing for the change. Nasdaq will keep monitoring compliance and may move to delist the stock if the company's next periodic report does not show compliance.
Nasdaq had cited stockholders' equity of $2,060,281 from the June 30, 2026 Form 10-Q, below the $2,500,000 minimum
Polymath Research acquisition, completed in October 2026, added Polymath's net assets to the balance sheet
Series B preferred financing: $2,950,000 aggregate exercise price for 3,278 shares, plus 3,000 additional Series B warrants
Nasdaq will monitor compliance and may delist if the next periodic report does not show compliance
Reborn Coffee entered a Master Product Supply Agreement with Visvita Corporation dated October 11, 2026, under which it will sell aloe vera beverages and other products on a non-exclusive basis through purchase orders. The parties agreed to try to reach a $30 million minimum business volume in the first contract year, and an initial $2 million purchase order was signed; the filing does not report financial results. Shareholders should note that the $30 million figure is a target and each order is binding only after the company accepts it.
Agreement dated October 11, 2026; supply is non-exclusive, and purchase orders bind only after written acceptance by the company.
Parties agreed to try to achieve a $30 million business volume minimum in the first contract year; an initial $2 million purchase order was entered into.
The company sets supply prices with a profit margin on each order; payment is due 60 to 120 days after the order is placed with the Korean manufacturer.
Term is two years from October 11, 2026, renewing yearly unless notice is given at least 60 days before expiration; Visvita's president, Michael Aminpour, also serves as the company's Head of Global Sales Advisory.
Eloxx Pharmaceuticals expanded its board from five to six directors on October 19, 2026, appointing Geno J. Germano, a former Pfizer group president, as an independent director. On October 20, the company also announced the appointment of T.R. Srinivas, M.D., as Senior Vice President and Chief Medical Officer and finalized the design of its Phase 2 EXPRESS trial of exaluren in ADPKD. The filing contains no financial results or guidance.
On October 19, 2026, the board increased its size from five to six and appointed Geno J. Germano to the new seat, with a term ending at the 2027 annual meeting.
Germano received an option grant for up to 13,587 shares at an exercise price of $12.50, vesting monthly over 24 installments.
T.R. Srinivas, M.D., was appointed Senior Vice President and Chief Medical Officer, as announced October 20, 2026.
The EXPRESS Phase 2 trial is designed to enroll about 60 adults; first patient dosing is expected in the third quarter of 2027 and topline data in the first half of 2029.
TriCo Bancshares reported unaudited third-quarter 2026 net income of $38.0 million, or $1.18 per diluted share, up from $34.2 million, or $1.06, in the second quarter. The company also declared a quarterly cash dividend of $0.36 per share, unchanged from the prior quarter, and said it is preparing for its merger with First Hawaiian Bank. Figures are preliminary and may change in the Form 10-Q.
Net income was $38.0 million, up $3.8 million or 11.1% from the second quarter of 2026.
Diluted EPS was $1.18 for the quarter ended September 30, 2026, versus $1.04 in the same quarter of 2025.
Net interest margin (FTE) rose 5 basis points to 4.16%; total loans increased $403.4 million or 5.8% year over year.
Quarterly cash dividend of $0.36 per share is payable November 27, 2026, to holders of record on November 16, 2026.
News Corp filed daily buyback notices with the Australian Securities Exchange for its Class A and Class B common stock, covering purchases made on October 21, 2026, under its 2025 Repurchase Program. The company has spent approximately $545.3 million of the program's $1 billion authorization to date, based on total consideration paid, so the notices show ongoing share repurchases that reduce the number of shares outstanding.
Class A: 54,641 shares bought on October 21, 2026, for $1,667,998.49, with a price range of $30.31 to $30.76 that day
Class B: 23,784 shares bought on October 21, 2026, for $794,288.09, with a price range of $33.22 to $33.67 that day
Cumulative purchases under the $1 billion 2025 Repurchase Program are approximately $545,329,013 based on total consideration paid
Packaging Corporation of America reported third quarter 2026 net income of $262 million, or $2.93 per share, compared with $226.9 million, or $2.51 per share, a year earlier. Net sales were $2.6 billion, up from $2.3 billion, and excluding special items EPS was $3.04, above the company's prior third quarter guidance of $2.91. The company also guided fourth quarter 2026 earnings to $2.81 per share excluding special items, while nine-month net income fell to $625.3 million from $672.3 million.
Q3 2026 reported diluted EPS of $2.93 vs. $2.51 in Q3 2025; EPS excluding special items of $3.04 vs. $2.73
Q3 EPS excluding special items was $0.13 above the $2.91 guidance
Fourth quarter 2026 EPS guidance of $2.81 per share, excluding special items
Nine-month 2026 net income of $625.3 million vs. $672.3 million in the same period of 2025
Mattel entered into a cooperation agreement with EdgePoint Investment Group, described as an approximately 18% stockholder, and appointed EdgePoint Partner Lee Matheson as a director effective October 21, 2026. The Board increased its size from nine to ten members, and the filing says EdgePoint agreed to customary voting commitments and standstill restrictions. The filing does not include any financial results, so the deal's effect on shareholders depends on how the agreement is applied over time.
Lee Matheson, a Partner at EdgePoint, joined the Board effective October 21, 2026, with a term expiring at the 2027 Annual Meeting; Mattel agreed to nominate him for re-election.
The Board increased from nine to ten members in connection with the appointment.
EdgePoint agreed to customary voting commitments, standstill restrictions and confidentiality provisions.
Mattel's obligations under the agreement end in certain circumstances, including if EdgePoint ceases to beneficially own at least 10% of Mattel's outstanding common stock.
BancFirst reported third-quarter 2026 net income of $67.3 million, or $1.97 per diluted share, up from $62.7 million, or $1.85 per diluted share, a year earlier. Higher net interest income and growth in noninterest income drove the increase, while nonaccrual loans rose to 0.87% of total loans, which shareholders may want to watch.
Net interest income rose to $136.0 million from $125.6 million, and net interest margin was 3.85% versus 3.79%.
Noninterest income totaled $51.4 million, compared with $49.9 million a year earlier.
Nonaccrual loans were $75.6 million, or 0.87% of total loans, up from 0.72% at December 31, 2025.
CEO David Harlow said the previously announced acquisition of Spirit Bank is on schedule to close in October.
Liberty Energy reported third quarter 2026 revenue of $1.2 billion, up 26% from a year earlier, but swung to a net loss of $39 million, or $(0.24) per diluted share, compared with net income of $43 million in the second quarter. Adjusted EBITDA of $142 million rose 11% year over year but fell 6% from the prior quarter, and the company raised its quarterly dividend 11% to $0.10 per share.
Revenue was $1.2 billion, up 26% from $0.9 billion in Q3 2025 and up 1% from Q2 2026.
Net loss of $39 million, or $(0.24) per diluted share, versus net income of $43 million in Q2 2026; the quarter included a $62.9 million loss on investments, net.
Adjusted EBITDA of $142 million, up 11% from Q3 2025 and down 6% from $151 million in Q2 2026.
Quarterly dividend raised 11% to $0.10 per share, payable December 18, 2026; Liberty Power Innovations signed a development agreement with a frontier AI lab for 1.2 GW of power services.
Opendoor said President Lucas Matheson stepped down effective October 21, 2026, and will remain as a non-executive Advisor to the CEO through July 15, 2027 on substantially the same pay. The Board named CEO Kaz Nejatian to also serve as President, with his compensation not expected to change.
Lucas Matheson stepped down as President effective October 21, 2026
Matheson stays on as an Advisor to the CEO through July 15, 2027, with severance under the Executive Severance Plan if employment ends early without cause
Kaz Nejatian, 44, appointed President while remaining CEO and a board member
Drugs Made In America Acquisition Corp. and Power Analytics Global Corp. amended their merger agreement on October 13, 2026. If the APQC Acquisition is not completed by November 1, 2026, or another Reversion Event occurs, the closing valuation automatically falls from $2.85 billion to $1.71 billion on a standalone basis, and the APQC completion condition is removed.
Closing valuation drops from $2.85 billion to $1.71 billion on a standalone basis if a Reversion Event occurs.
Reversion Event triggers include APQC Acquisition not completed by November 1, 2026, termination of the APQC agreement, or an independent director determination that it cannot be completed.
Fairness opinion for the standalone valuation is expected from Joel A. Gallo on or before October 26, 2026, after the prior evaluator's engagement ended October 2, 2026.
Full House Resorts disclosed that it is in talks with a major financial institution willing to fund all construction costs of a permanent American Place casino in Waukegan, Illinois, and with bondholders and lenders on refinancing its 8.25% Senior Secured Notes due 2028. Any transactions remain subject to definitive documentation, and the company says there can be no assurance they will be completed.
Contemplated private offering of approximately $525.0 million of new senior secured notes due 2031
New $100.0 million revolving credit facility under discussion
Proceeds would redeem the 8.25% Existing Notes due 2028, repay the existing credit facility, fund American Place construction, and cover fees and general corporate purposes
Forge Nano completed its business combination with Archimedes Tech SPAC Partners II Co. (ATII), and the combined company is renamed Forge Nano Holdings, Inc. Its common stock and warrants are expected to begin trading on Nasdaq under NANO and NANOW on October 22, 2026. Holders of 22,219,068 public ATII shares redeemed them for about $238.4 million in cash, so shareholders should note that the trust balance was substantially reduced, with about $8.4 million remaining.
Business combination closed; shareholders of ATII approved it at the extraordinary general meeting held October 16, 2026.
Common stock and warrants expected to trade on Nasdaq as NANO and NANOW starting October 22, 2026.
Holders of 22,219,068 ATII public shares redeemed at about $10.73 per share, or about $238.4 million in aggregate.
About $8.4 million remained in the trust account immediately before closing; the filing contains no revenue or profit figures.
Capstone Holding Corp. (CAPS) completed a 1-for-30 reverse stock split of its common stock, effective at 12:01 a.m. Eastern time on October 19, 2026, and began trading on a split-adjusted basis on the Nasdaq Capital Market that day. The number of outstanding shares fell from about 27,536,950 to about 917,898, and the filing states the split did not change any rights or preferences of the common stock.
Ratio of 1-for-30; the Board chose this ratio from a range of 1-for-5 to 1-for-50 approved by stockholders on June 18, 2026.
Outstanding shares reduced from about 27,536,950 (as of October 8, 2026) to about 917,898.
Fractional shares will be paid in cash based on the $2.72 closing price on the effective date; new CUSIP is 14068E307.
Super League Enterprise increased the maximum offering price under its sales agreement with Benchmark and StoneX by an additional $950,000, bringing the aggregate offering amount to $6,421,000. The company filed a prospectus supplement and a legal opinion covering the added shares, which signals potential dilution for existing shareholders if the shares are sold.
Additional capacity under the August 18, 2026 Sales Agreement: $950,000
Aggregate offering amount under the agreement after the increase: $6,421,000
Agents named in the agreement: The Benchmark Company, LLC and StoneX Financial Inc.
Legal opinion from Disclosure Law Group filed as Exhibit 5.1
On October 21, 2026, Station Casinos LLC, a subsidiary of Red Rock Resorts, entered into an incremental joinder to its senior secured credit agreement for $500 million of term B loans. The new loans are fungible with the existing term B loans, bear interest at Term SOFR plus 2.00%, and the company intends to use the proceeds mainly to repay revolving loans. The filing adds $500 million of debt that shareholders will need to consider, and it does not include earnings or guidance.
$500 million in aggregate principal of incremental term B loans, dated October 21, 2026
Interest at Term SOFR plus 2.00% per annum, or base rate plus 1.00%
Proceeds intended to repay revolving loans, pay fees and expenses, and for general corporate purposes
Loans are guaranteed and secured by subsidiary guarantors' assets, equity pledges and certain real property mortgages
Wealthfront's Board approved an additional $150.0 million share repurchase authorization on October 20, 2026, increasing the existing $100.0 million program approved in March 2026. The company said it expects to fund repurchases with existing cash and cash equivalents and ongoing operating cash flow, but it is not obligated to buy any set amount.
Board approved up to an additional $150.0 million in repurchases on October 20, 2026.
About $18.3 million remained under the original $100.0 million authorization as of October 20, 2026.
Repurchases may be made in the open market or in privately negotiated transactions and may be suspended or terminated at any time.
Company expects to fund repurchases with existing cash and cash equivalents and ongoing cash from operations.
Sonoco reported a third-quarter 2026 GAAP net loss of $732 million, or $7.36 per diluted share, driven by an $829 million non-cash goodwill impairment charge. Net sales fell 4.2% to $2.0 billion and adjusted EPS fell 13.0% to $1.67, and the company revised its full-year 2026 guidance. The impairment and weaker results weigh on shareholders, while the company cited strong operating cash flow and a refinancing.
Q3 2026 GAAP net loss of $732 million ($7.36 per diluted share) versus net income of $123 million ($1.23 per share) a year earlier
Q3 net sales of $2.0 billion, down 4.2%; adjusted EPS of $1.67 versus $1.92, down 13.0%
Revised full-year 2026 guidance: adjusted diluted EPS of $5.30 to $5.50 and adjusted EBITDA of $1.20 billion to $1.25 billion
Q3 operating cash flow of $285 million; $800 million term loan refinanced, with $300 million of delayed-draw capacity remaining
Integer Holdings' stockholders voted at a special meeting on October 21, 2026, to adopt the Merger Agreement with Armstrong Parent, Inc., an affiliate of investment funds managed by Kohlberg Kravis Roberts & Co. L.P. The company said the transaction is expected to close by the end of 2026, subject to customary closing conditions, including required regulatory approvals. The filing does not state the per-share price, so shareholders' payment terms are not described here.
First Proposal (adopt the Merger Agreement and Merger): 26,065,335 votes for, 10,513 against, 1,993 abstentions; about 99.95% of votes cast were in favor.
Quorum: 26,077,841 shares, about 76.70% of the 33,997,068 shares outstanding on the September 8, 2026 record date, were present.
Second Proposal (advisory vote on merger-related executive pay): 23,859,897 for, 2,172,522 against, 45,422 abstentions; approved.
Third Proposal (adjournment) was not voted on because it was not needed.
RLI furnished the transcript of its October 20, 2026 third-quarter earnings call, which discussed results reported the day before. Operating earnings rose, but the combined ratio worsened to 86.2 from 85.1, and GAAP earnings fell as equity securities values changed, so the results point in mixed directions for shareholders.
Operating EPS was $0.86 versus $0.82 a year earlier; GAAP net EPS was $0.88 versus $1.35.
Combined ratio was 86.2 versus 85.1; underwriting income was $58.8 million for the quarter.
Net investment income rose 13% to $46.7 million; comprehensive loss was $36.8 million, or $0.40 per share.
Quarterly dividend of $0.18 per share was paid; about 104,000 shares were repurchased at an average $60.51, with $232 million remaining under the authorization.
On October 20, 2026, Soluna entered into a Subscription Agreement with affiliates of Applied Digital to form a jointly owned company that will develop a planned 50 megawatt Critical I.T. data center at Project Dorothy 3 near Silverton, Texas. Soluna would hold 49% of the Project Company and Applied 51%, and the closing is expected on or before December 1, 2026, subject to conditions including a Tax Abatement Vote. If the deal fails to close, Soluna would reimburse 80% of Applied's funded development costs, up to $45 million.
Soluna Investor would hold 49% and Applied Investor 51% of the Project Company membership interests at closing
Soluna's ground sublease is attributed a value of $18,750,000, while Applied Investor contributes $19,515,306 in cash, less credits for certain prior costs
Soluna would issue Applied a warrant for up to 7,644,444 shares of common stock at $0.74 per share, exercisable for seven years
Closing is expected on or before December 1, 2026, with the outside date no later than December 31, 2026
Bank of America's board increased its size from 12 to 14 directors and appointed James Fitterling, former CEO of Dow Inc., and William Thomas, former global chairman and CEO of KPMG International, effective October 21, 2026. The filing describes routine board refreshment, with the new directors compensated under the existing non-employee director program.
Board expanded from 12 to 14 directors; Fitterling and Thomas appointed effective October 21, 2026
Fitterling joins the Enterprise Risk Committee and Compensation and Human Capital Committee; Thomas joins the Audit Committee and Corporate Governance Committee
Both will receive restricted stock and cash awards on October 21, 2026, prorated to the next annual shareholders' meeting
Union Bankshares, Inc. reported higher third-quarter and nine-month 2026 net income and earnings per share compared with the same periods in 2025. The Board also declared a regular quarterly cash dividend of $0.36 per share, payable November 5, 2026 to shareholders of record as of October 31, 2026.
Q3 2026 net income was $3.8 million, or $0.77 per share, versus $3.4 million, or $0.75 per share, in Q3 2025
Nine-month 2026 net income was $9.7 million, or $2.03 per share, versus $8.3 million, or $1.83 per share, a year earlier
Net interest income rose $988 thousand, or 10.0%, in the quarter, while noninterest income fell to $2.8 million from $3.3 million
Quarterly dividend of $0.36 per share is payable November 5, 2026 to holders of record as of October 31, 2026
FMC expanded its board from 9 to 10 directors on October 21, 2026, and appointed Luc Tack, nominee of investor Tessenderlo Group NV, as a director. The appointment follows the closing on September 23, 2026 of a stock sale in which FMC sold 30,319,166 shares to Tessenderlo at $13.30 per share, and it gives the investor board representation under the Investor Agreement.
Board increased from 9 to 10 directors; Luc Tack appointed effective October 21, 2026, and joined the Sustainability & Innovation Committee
Tessenderlo bought 30,319,166 shares at $13.30 per share, an aggregate purchase price of $403,244,907.80, with closing on September 23, 2026
Tack has been CEO of Tessenderlo since December 2013 and also serves as its managing director and as Managing Director of Picanol NV
Tack receives the standard non-employee director pay, except his annual equity grant is replaced by an equivalent amount of cash due to share acquisition restrictions under the Investor Agreement
Oceaneering reported third-quarter 2026 revenue up 6% to $785 million and operating income up 7% to $92.2 million, but net income attributable to the company fell 26% to $52.6 million, or $0.52 per diluted share, from $0.71 a year earlier. The company also initiated full-year 2027 EBITDA guidance of $430 million to $480 million and guided fourth-quarter 2026 EBITDA to $85 million to $95 million.
Q3 2026 revenue rose 6% to $785 million; adjusted EBITDA rose 7% to $119 million.
Net income attributable to Oceaneering fell 26% to $52.6 million; diluted EPS was $0.52 versus $0.71 a year earlier.
Initial 2027 consolidated EBITDA guidance is $430 million to $480 million; fourth-quarter 2026 EBITDA is guided to $85 million to $95 million.
Free cash flow was $142 million in the quarter; cash and cash equivalents totaled $735 million at September 30, 2026. The company issued $500 million of 6.875% Senior Notes due 2034 during the quarter.
First Breach announced that its drone prototype reached 161 km/h (100 mph) in flight testing without a payload, the maximum groundspeed the FAA permits under Part 107 without a waiver, and that it is pursuing FAA authorization to test faster. The filing also notes a Chief Revenue Officer presentation at a October 20 investor conference. The filing contains no revenue, earnings, or guidance figures, so it gives shareholders no financial results to judge.
Prototype reached 161 km/h (100 mph) in flight testing without a payload, above the 120 km/h (74 mph) speed in prior published specifications.
Company is obtaining FAA waivers to test above the Part 107 limit; no waiver timing was given.
Initial prototype completion is targeted for Q4 2026 and scaled production for Q2 2027, with capacity above 2,500 drones per week.
Chief Revenue Officer Ken Leith presented at the LD Micro Main Event on October 20, 2026.
United Fire Group announced it will release its third quarter 2026 earnings after the market closes on Tuesday, November 3, 2026, with a conference call on Wednesday, November 4, 2026 at 9 a.m. CT. The filing is a scheduling notice only and does not include any financial results.
Third quarter 2026 earnings release: after market close, Tuesday, November 3, 2026
Earnings conference call: Wednesday, November 4, 2026 at 9 a.m. CT
Call replay available through November 11, 2026; webcast archived for one year
Getty Realty furnished an investor presentation dated October 21, 2026, under Regulation FD, and raised its full-year 2026 AFFO per share guidance to $2.53-$2.54 from $2.52-$2.54. The presentation reports third-quarter 2026 AFFO up 14.0% to $41.1 million and year-to-date investments of $502.3 million at a 7.2% initial cash yield, which supports the raised outlook for shareholders.
Q3 2026 AFFO rose 14.0% to $41.1 million; AFFO per share rose 3.2% to $0.64
Year-to-date AFFO rose 14.5% to $119.0 million; AFFO per share rose 5.0% to $1.89
FY2026 AFFO per share guidance raised to $2.53-$2.54 from $2.52-$2.54
Year-to-date investments of $502.3 million at a 7.2% initial cash yield; no debt maturities until June 2028
CACI reported fiscal first-quarter 2027 results for the quarter ended September 30, 2026, with revenue of $2.5 billion, up 8.2%, and diluted EPS of $5.84, up 3.7%. The company raised its fiscal 2027 revenue and adjusted earnings guidance while reaffirming its free cash flow outlook, which matters to shareholders because it signals higher expected revenue and adjusted profit for the year.
Revenue was $2,474.6 million, up 8.2% year over year, including 2.1% organic growth.
Net income was $130.4 million, up 4.5%; diluted EPS was $5.84, up 3.7%; adjusted diluted EPS was $7.66, up 11.8%.
Fiscal 2027 revenue guidance was raised to $10,700 million to $10,900 million from $10,650 million to $10,850 million.
Free cash flow was $133.5 million, down 6.6%; fiscal 2027 free cash flow guidance of at least $900 million was reaffirmed.
Getty Realty reported third-quarter 2026 net earnings of $0.40 per share, flat with the prior-year quarter, while AFFO per share rose to $0.64 from $0.62. The company raised its 2026 AFFO per share guidance to $2.53 to $2.54, with the low end increased from $2.52, and reported more than $500 million of year-to-date investments.
Q3 2026 total revenues were $63.0 million, up from $55.6 million in Q3 2025; base rental income grew 13.8% to $59.3 million.
Q3 2026 FFO was $0.61 per share, down from $0.66, while AFFO was $0.64 per share, up from $0.62.
2026 AFFO per share guidance was raised to $2.53 to $2.54 from $2.52 to $2.54, excluding prospective acquisitions, dispositions and capital markets activity.
Year-to-date investments reached $502.3 million at a 7.2% initial cash yield, including $46.3 million invested after quarter end.
Essential Properties Realty Trust reported third quarter 2026 results on October 21, 2026. Total revenues rose to $168.7 million from $144.9 million, while diluted net income per share fell to $0.27 from $0.33 and AFFO per share rose 6% to $0.51. The company raised its 2026 AFFO per share guidance and issued 2027 AFFO guidance of $2.10 to $2.18 per share.
Q3 2026 diluted net income per share was $0.27, down from $0.33 a year earlier; AFFO per share was $0.51, up 6%
Q3 2026 total revenues were $168.7 million, compared with $144.9 million in Q3 2025
2026 AFFO per share guidance was raised to $2.02 to $2.05; 2026 investment volume guidance was raised to $1.3 billion to $1.5 billion
2027 AFFO per share guidance was issued at $2.10 to $2.18
Tesla reported third-quarter 2026 results on October 21, 2026, with total revenues of $28.0 billion, roughly flat from a year earlier. GAAP net income attributable to common stockholders fell to $787 million from $1.4 billion a year earlier, as operating expenses rose and GAAP diluted EPS dropped to $0.22 from $0.39, which weighs on shareholders' earnings. The filing gives no numeric forward guidance; the company cites rising research and development spending and says it is focused on maximum factory capacity utilization.
Total revenues of $28.0 billion versus $28.1 billion in Q3 2025; total deliveries of 486,532 vehicles, down 2% year over year.
GAAP operating income of $718 million versus $1.6 billion a year earlier; research and development expense rose to $2.8 billion from $1.6 billion.
Non-GAAP diluted EPS of $0.48 versus $0.50; free cash flow of $1.5 billion versus $4.0 billion.
Cash, cash equivalents and short-term investments of $45.4 billion at September 30, 2026.
Urban One, Inc. signed a supplemental indenture on October 20, 2026 amending its 10.500% First Lien Senior Secured Notes due 2030, after receiving consent from holders of more than a majority of the outstanding notes. The amendment expands the permitted uses of proceeds from certain asset dispositions and makes other technical changes. The filing does not state financial results or a dollar amount for the notes, so the effect on shareholders is limited to changes in how asset sale proceeds may be used.
Supplemental indenture dated October 20, 2026, amends the indenture dated December 18, 2025
Consent received from holders of more than a majority in aggregate principal amount of First Lien Notes outstanding
Expands permitted uses of proceeds from certain asset dispositions; other changes described as technical
On October 20, 2026, Alpha Teknova agreed to sell 8,000,000 common shares at $5.00 each, for expected gross proceeds of $40 million, and granted underwriters an option to buy 1,200,000 more shares. The company also disclosed preliminary third-quarter 2026 estimates showing revenue of $12.5 million to $12.7 million, an Adjusted EBITDA loss of $1.0 million to $1.2 million, and $16.6 million in cash and short-term investments, while noting the figures are unaudited and may change materially. The new shares will increase the number of shares outstanding for existing holders.
8,000,000 shares offered at $5.00; underwriters buy at $4.70 per share; closing expected on or about October 22, 2026
Proceeds are intended for general corporate purposes, potentially including repayment of outstanding debt; no current acquisition commitments
Preliminary Q3 2026 estimates: revenue $12.5 million to $12.7 million, gross margin 36.0% to 38.0%, net loss $3.5 million to $3.7 million
Directors and executive officers agreed to lock-up restrictions on share sales until January 19, 2027
Kaiser Aluminum reported preliminary unaudited third quarter 2026 results, with net sales up sharply from a year earlier on higher metal costs passed through to customers and higher shipments. Net income and diluted EPS fell from the prior-year quarter, though Adjusted EBITDA rose slightly, and the company now expects full-year Adjusted EBITDA growth toward the lower end of its 45% to 55% range. The filing also confirms a CEO change effective November 1, 2026.
Net sales were $1,215 million versus $844 million a year earlier; Conversion Revenue was $439 million, up 25%.
Net income was $31 million, or $1.84 per diluted share, versus $40 million, or $2.38, in the prior-year quarter.
Adjusted EBITDA was $84 million versus $81 million; the 2026 Adjusted EBITDA growth outlook of 45% to 55% is maintained but now expected toward the lower end.
Fred Stephan succeeds Keith A. Harvey as President and CEO effective November 1, 2026; a $0.77 quarterly dividend was declared.
Cushman & Wakefield Ltd. said its subsidiary fully redeemed the remaining $150 million of 6.750% Senior Secured Notes due May 2028 on October 21, 2026. The company said the redemption removes its nearest debt maturity and leaves no long-term debt maturing before 2030. The filing does not report earnings or guidance, so the change is to the debt maturity schedule rather than to operating results.
Remaining $150 million principal of the 6.750% Senior Secured Notes due May 2028 was fully redeemed on October 21, 2026.
The original principal amount of the 2028 Notes was $650 million; total debt repayments since 2024 exceed $800 million, per the press release.
The company states that no long-term debt arrangements mature before 2030 following the redemption.
CEO Michelle MacKay said more than $300 million of debt was repaid this year and about 80% of debt is at fixed-rate exposure after swaps.
FS Bancorp reported third-quarter 2026 net income of $4.9 million, or $0.63 per diluted share, down from $9.2 million, or $1.18 per diluted share, a year earlier. The company also declared a regular quarterly dividend of $0.29 per share, payable November 20, 2026, to holders of record on November 6, 2026.
Q3 2026 net income was $4.9 million, or $0.63 per diluted share, versus $7.9 million ($1.04) in Q2 2026 and $9.2 million ($1.18) in Q3 2025.
Nine-month net income was $20.7 million, or $2.62 per diluted share, versus $24.9 million ($3.18) for the same period in 2025.
The Pacific West Bancorp acquisition closed August 19, 2026; the Home Lending segment reported a net loss of $806,000 in Q3 due to rising interest rates.
Quarterly cash dividend of $0.29 per share, payable November 20, 2026, to stockholders of record as of November 6, 2026.
Globe Life reported third quarter 2026 results with diluted net income of $4.62 per share, down from $4.73 a year earlier, while net operating income rose to $4.84 per share from $4.81. The company adjusted its full-year 2026 earnings guidance to $15.35 to $15.65 per share, citing high-severity claims at Evry and a Centers for Medicare and Medicaid Services claims processing delay at its United American General Agency division, and raised its 2026 share repurchase expectation to $725 million to $775 million.
Q3 2026 net income was $361.1 million, compared with $387.8 million in Q3 2025; total premium revenue rose 7% to $1.31 billion.
Health underwriting margin at United American was a loss of $6.4 million, reflecting an Evry underwriting loss of about $16 million and about $7 million of excess Medicare Supplement claims.
Full-year 2026 earnings guidance was adjusted to $15.35 to $15.65 per share; the company estimates 2027 net operating income of $16.10 to $17.10 per share.
During Q3 2026 the company repurchased 1.1 million shares for $185 million, and now expects 2026 repurchases of $725 million to $775 million, up from $670 million to $700 million.
CrossAmerica Partners LP's board approved a third-quarter 2026 distribution of $0.5250 per unit, annualized at $2.10 per unit and unchanged from the second quarter. Unitholders of record on November 2, 2026 will receive the payment on November 12, 2026, so the filing confirms the payout level rather than changing it.
Quarterly distribution of $0.5250 per unit attributable to Q3 2026, annualized $2.10 per unit
Consistent with the second quarter of 2026 distribution
Record date November 2, 2026; payable November 12, 2026
Third-quarter 2026 earnings to be released after market close on November 4, with a conference call on November 5 at 9:00 a.m. Eastern Time
NETSTREIT furnished an updated third quarter 2026 investor presentation under Regulation FD, attached as Exhibit 99.1 and posted on its website. The deck includes unaudited Q3 2026 results showing higher revenue and net income than in Q3 2025, along with portfolio, liquidity and balance sheet data as of September 30, 2026.
Total revenues for the three months ended September 30, 2026 were $66.3 million, compared with $48.3 million a year earlier.
Net income attributable to common stockholders was $8.5 million, compared with $0.6 million in the prior-year quarter.
Diluted earnings per share were $0.08, compared with $0.01 a year earlier.
Total liquidity was $1.3 billion and unsettled forward equity was $312 million as of September 30, 2026.
Dell Technologies said its general counsel and secretary, Richard Rothberg, will retire effective February 1, 2027. The board appointed Christopher Garcia, the company's current senior vice president of corporate legal, to succeed him as chief legal officer on the same date. The filing describes a planned internal succession, with Rothberg staying on to provide transitional help through April 30, 2027.
Richard Rothberg notified the company on October 19, 2026, of his decision to retire, effective February 1, 2027.
The board appointed Christopher Garcia on October 20, 2026, as chief legal officer and general counsel, effective February 1, 2027.
Garcia has been senior vice president, corporate legal, and assistant secretary since 2022, and joined the company in 2006.
Rothberg will remain employed to provide transitional assistance through April 30, 2027.
Banner Corporation reported third-quarter 2026 net income of $47.7 million, or $1.36 per diluted share, down from $48.9 million, or $1.43 per share, in the prior quarter and $53.5 million, or $1.54 per share, a year earlier. Revenue rose 4% year over year to $177.3 million, helped by the September 1, 2026 acquisition of Pacific Financial Corporation, while merger costs and higher non-interest expense weighed on profit. The company also declared a regular quarterly dividend of $0.52 per share.
Q3 2026 net income $47.7 million, $1.36 per diluted share, versus $1.54 per share in Q3 2025
Revenue $177.3 million, up 4% from $170.7 million in Q3 2025
Merger-related expenses $5.2 million in Q3 2026 following the Pacific Financial acquisition completed September 1, 2026
Quarterly cash dividend of $0.52 per share payable November 13, 2026, to holders of record on November 5, 2026
Home Federal Bancorp, Inc. of Louisiana's board declared a quarterly cash dividend of $0.15 per share on October 21, 2026. The dividend is payable November 16, 2026, to shareholders of record as of November 2, 2026, giving shareholders a set cash payment on their holdings.
Quarterly cash dividend of $0.15 per share declared October 21, 2026
Payable November 16, 2026
Record date is November 2, 2026
Announced in a press release furnished as Exhibit 99.1 to the 8-K
First Industrial reported third-quarter 2026 results showing diluted FFO of $0.81 per share, up from $0.76 a year earlier, and diluted EPS of $0.44, down from $0.49. The company raised its 2026 FFO guidance by $0.01 at the midpoint, while occupancy fell to 94.1% from 94.9% in the prior quarter.
Q3 2026 total revenues were $197.1 million, up from $181.4 million a year earlier.
Q3 2026 diluted EPS was $0.44, versus $0.49 in Q3 2025; the prior-year quarter included a $9.5 million gain on sale of real estate.
2026 FFO guidance was increased $0.01 at the midpoint; cash same store NOI growth guidance was raised 75 basis points to 6.5% at the midpoint.
In-service occupancy was 94.1% at September 30, 2026, compared with 94.9% at June 30, 2026.
Mobile Infrastructure Corporation's board declared monthly cash dividends on its Series A and Series 1 Convertible Redeemable Preferred Stock on October 20, 2026. The dividends are payable on or about November 12, 2026, to holders of record on October 28 and October 24, 2026, respectively. The filing is routine and affects only preferred holders, with future dividends left to board discretion.
Series A Preferred Stock dividend of $4.791 per share, record date October 28, 2026
Series 1 Preferred Stock dividend of $4.583 per share, record date October 24, 2026
Payment on or about November 12, 2026; future dividends subject to board discretion
Armstrong World Industries declared a quarterly cash dividend of $0.373 per share, a 10% increase from the prior quarterly dividend. The dividend is payable November 19, 2026, to stockholders of record as of November 5, 2026, and the company describes it as its eighth consecutive annual increase since the dividend program began in 2018.
Quarterly cash dividend raised 10% to $0.373 per share
Payable November 19, 2026 to holders of record as of November 5, 2026
Filing describes it as the eighth consecutive annual dividend increase since the program started in 2018
Future dividends remain at the discretion of the Board, depending on financial position, results and cash flow
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