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
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.
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.
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.
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.
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.
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.
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
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
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.
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
TrustCo Bank Corp NY reported third-quarter 2026 net income of $17.3 million, up 6.5% from $16.3 million a year earlier, and diluted earnings per share of $1.02 compared with $0.86. Net interest income rose 9.1% to $47.0 million as loan repricing and deposit growth lifted the net interest margin to 2.95%, and the company raised its quarterly dividend 5.3% to $0.40 per share.
Diluted EPS of $1.02 for Q3 2026 versus $0.86 for Q3 2025, up 18.6%
Net interest income of $47.0 million, up 9.1%; net interest margin of 2.95% versus 2.79%
Quarterly cash dividend increased 5.3% to $0.40 per share
Provision for credit losses of $850 thousand versus $250 thousand a year earlier; nonperforming loans were $21.1 million, or 0.39% of total loans
Minerals Technologies' board declared an 8% increase in its regular quarterly dividend, to $0.13 per share from the prior level implied by the increase. The dividend is payable December 3, 2026, to holders of record on November 5, 2026, and marks the fourth straight year of dividend increases.
Quarterly dividend raised 8% to $0.13 per share
Payable December 3, 2026, to stockholders of record at close of business November 5, 2026
Chairman and CEO Douglas T. Dietrich cited the fourth consecutive annual dividend increase
Cathay General Bancorp reported unaudited third-quarter 2026 net income of $95.2 million, or $1.43 per diluted share, up from $92.2 million, or $1.37 per share, in the second quarter. Net interest income reached a record $211.9 million, while credit loss provisions rose to $28.6 million and non-interest expense included an $8.0 million charitable contribution and a $5.4 million contract termination fee.
Diluted EPS was $1.43 for Q3 2026, versus $1.37 in Q2 2026 and $1.13 in Q3 2025.
Net interest income was a record $211.9 million, up $11.0 million, or 5.5%, from Q2 2026; net interest margin was 3.52%.
Provision for credit losses rose to $28.6 million from $11.2 million in Q2 2026, reflecting loan growth and updated loss assumptions.
Non-interest expense rose 12.0% to $103.4 million, including an $8.0 million charitable contribution and a $5.4 million contract termination fee.
Fulton Financial reported third-quarter 2026 net income available to common shareholders of $114.1 million, or $0.59 per diluted share, up $14.2 million from the second quarter. Operating net income was $119.8 million, or $0.62 per diluted share, up $0.02 from the prior quarter, with higher net interest income and lower non-interest expense driving the gain. Shareholders also benefit from the company's ongoing buybacks, having repurchased $56.1 million of common stock in the quarter.
Net income available to common shareholders was $114.1 million, or $0.59 per diluted share, versus $99.9 million in the second quarter of 2026.
Net interest income rose $5.8 million to $290.0 million; non-interest expense fell $12.4 million to $218.5 million.
Non-interest income fell $2.1 million to $77.2 million, mainly due to a $6.9 million equity method gain recognized in the prior quarter.
The company repurchased 2,325,000 shares for $56.1 million in the third quarter under its 2026 Repurchase Program; common equity Tier 1 ratio was 12.2%.
On October 21, 2026, Consumer Portfolio Services sold $797.36 million of subprime auto receivables to CPS Auto Receivables Trust 2026-D, which issued $767.85 million of asset-backed notes in five classes. The filing says the notes are properly treated as long-term debt obligations of CPS, even though they are obligations only of the trust, so the deal adds to the company's long-term borrowings.
Notes total $767.85 million across five classes, with fixed rates from 5.14% to 8.56% and a weighted average coupon of approximately 6.68%.
The receivables pool totals $797.36 million; the initial credit enhancement is a 1.00% cash reserve plus 3.70% overcollateralization.
The transaction is CPS's fourth term securitization in 2026 and its 111th in company history, closing on October 21, 2026.
CPS will continue as servicer of the receivables, and the trustee may accelerate the notes if an event of default occurs.
Wyndham reported third-quarter 2026 results on October 21, 2026. Net revenues rose 7% to $410 million, but net income fell 6% to $99 million and diluted EPS fell 2% to $1.33, reflecting lower adjusted EBITDA. The company raised its full-year 2026 adjusted diluted EPS outlook to $4.84-$4.92 and its adjusted EBITDA outlook to $740-$745 million, and its board approved a $400 million increase in the share repurchase authorization.
Net revenues rose 7% to $410 million, while net income fell 6% to $99 million and diluted EPS fell 2% to $1.33 from $1.36.
Full-year 2026 adjusted diluted EPS outlook raised to $4.84-$4.92 from $4.71-$4.83; adjusted EBITDA outlook raised to $740-$745 million from $735-$745 million.
U.S. RevPAR rose 6% year-over-year, while China RevPAR declined 10%.
Repurchased $91 million of shares in the quarter; board increased the repurchase authorization by $400 million.
FMC Corporation entered into Amendment No. 8 to its Fifth Amended and Restated Credit Agreement on October 15, 2026, with Citibank, N.A. as administrative agent. The amendment requires the company to use net cash proceeds from its previously announced sale of its India commercial business to repay debt or for general corporate or working capital purposes, and conditionally releases certain guarantors and assets from the lenders' security interest to allow actions ahead of that sale.
Amendment No. 8 dated October 15, 2026 modifies the credit agreement originally dated June 17, 2022
Net cash proceeds from the FMC India Sale must go to debt repayment or general corporate or working capital purposes
Certain guarantors and collateral are conditionally released to permit actions before the India sale closes
The filing does not state the amount of debt, the sale price, or the proceeds
Frequency Electronics said its Board elected Allen Kaplan as Chief Financial Officer effective November 1, 2026, succeeding Steven L. Bernstein, who is retiring from the roles of CFO, Secretary and Treasurer. The company also reaffirmed its fiscal 2029 financial targets, a change in leadership for a company whose finance chief is also its principal accounting officer.
Allen Kaplan, age 45, was Vice President, Finance and Business Operations for Leidos' Defense Sector and previously worked at Lockheed Martin from 2005 to 2016.
Kaplan's base salary is $280,000, with a 50% target bonus and a one-time new hire award of 5,000 restricted stock units and 5,000 performance stock units.
Bernstein will provide transition services under a planned one-year consulting agreement beginning November 1, 2026.
The company reaffirmed minimum targets for the fiscal year ending April 30, 2029: $150 million revenue, 50% gross margin and 30% operating margin.
Third Coast Bancshares reported third-quarter 2026 net income of $19.0 million, or $0.93 per diluted share, up from $18.1 million but down from $1.03 per diluted share a year earlier, and down from $22.0 million in the second quarter. Net interest income rose 17.1% year over year to $59.5 million, while higher expenses, including $3.2 million of acquisition-related costs, weighed on results. The company also announced a definitive all-stock agreement on October 7, 2026 to acquire Great Plains Bancshares, valued at approximately $239.6 million, with closing expected in the first quarter of 2027.
Net income $19.0 million, or $0.93 diluted EPS, versus $22.0 million, or $1.08, in Q2 2026 and $18.1 million, or $1.03, in Q3 2025
Net interest margin 3.70%, down from 3.83% in Q2 2026 and 4.10% in Q3 2025; efficiency ratio 63.10% vs. 56.51% in Q2 2026
Pending all-stock acquisition of Great Plains Bancshares, Inc. valued at approximately $239.6 million, expected to close in Q1 2027
Investor call scheduled for Thursday, October 22, 2026, at 10:00 a.m. Central Time
Lake Shore Bancorp reported unaudited third-quarter 2026 net income of $2.3 million, or $0.31 per diluted share, down slightly from $2.4 million, or $0.32, a year earlier, as higher net interest income was offset by a higher provision for credit losses and lower non-interest income. For the first nine months of 2026, net income rose to $6.4 million, or $0.87 per diluted share, from $5.3 million, or $0.70, in 2025.
Q3 2026 net income $2.3 million, $0.31 per diluted share, versus $2.4 million, $0.32 per share in Q3 2025
Q3 net interest income rose $786,000, or 12.4%, to $7.1 million; net interest margin 4.17% versus 3.72% a year earlier
Nine-month 2026 net income $6.4 million, $0.87 per diluted share, versus $5.3 million, $0.70 per share in 2025
Repurchased 105,090 shares in Q3 2026 at an average cost of $17.92 per share; book value per share $18.20 at September 30, 2026
Evercore appointed Nigel Dawn, Global Head of Private Capital Advisory, and Naveen Nataraj, Co-Head of U.S. Investment Banking, as Co-Presidents effective January 1, 2027, reporting to Chairman and CEO John S. Weinberg, who remains in those roles. Each received a one-time award of performance restricted stock units with a target value of $20 million, which vests on the fifth anniversary of the effective date, subject to continued employment.
Co-Presidents take effect January 1, 2027; both report to John S. Weinberg, who remains Chairman and CEO.
Each co-president receives a one-time PRSU award with a $20 million target value; earned units range from 80% to 200% of target based on operating income goals and relative total shareholder return over three years.
Daniel Mendelow becomes sole Head of U.S. Investment Banking; Jason Sobol becomes Chairman of U.S. Investment Banking.
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