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
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.
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.
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.
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
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
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
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.
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.
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.
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
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.
Alaunos Therapeutics said it believes it has regained compliance with Nasdaq's $2.5 million stockholders' equity requirement, following the October 14, 2026 closing of a financing with aggregate gross proceeds of approximately $350.0 million. Nasdaq has not yet confirmed the company's determination, and a Nasdaq Hearings Panel hearing remains scheduled for November 10, 2026. The company's status could still be challenged if it does not evidence compliance when it files its 2026 annual report.
Nasdaq's April 9, 2026 deficiency letter cited stockholders' equity of $2,153,000 in the 2025 Form 10-K, below the $2,500,000 minimum.
The financing closed October 14, 2026, with approximately $350.0 million in gross proceeds before placement agent fees and other expenses.
A Fairmount Fund II waiver covers 6,268 Series C Preferred shares, valued at approximately $9.0 million, that would otherwise carry a cash settlement right.
The Panel hearing is set for November 10, 2026; the company expects it to be cancelled once Nasdaq confirms compliance, and Nasdaq will keep monitoring the requirement.
United Rentals reported record third-quarter 2026 results, with net income of $920 million versus $701 million a year earlier and GAAP diluted EPS of $14.77 versus $10.91. The company also raised its full-year 2026 outlook for total revenue and adjusted EBITDA, and declared a quarterly dividend of $1.97 per share.
Q3 total revenue was $4.893 billion, up from $4.229 billion a year earlier; net income was $920 million versus $701 million.
Total revenue outlook for 2026 raised to $18.0 billion to $18.2 billion from $17.5 billion to $17.8 billion.
Adjusted EBITDA outlook for 2026 raised to $8.3 billion to $8.4 billion from $7.975 billion to $8.125 billion.
Quarterly dividend of $1.97 per share payable November 25, 2026; company expects $1.5 billion of share repurchases in 2026.
Hexcel reported third-quarter 2026 net sales of $496.4 million, up 8.8% from a year earlier, and GAAP diluted EPS of $0.50 versus $0.26. The company reaffirmed its 2026 guidance, and its board raised the share repurchase authorization to $750 million from about $380.6 million remaining. Management said it has prioritized debt repayment and expects to return to its targeted leverage range by the end of 2026.
Q3 2026 net sales were $496.4 million, up 8.8% (9.2% in constant currency); commercial aerospace sales rose 20.5% to $330.3 million
GAAP diluted EPS was $0.50 for Q3 2026 versus $0.26 a year earlier; adjusted diluted EPS was $0.50 versus $0.37
2026 guidance unchanged: sales of $2.025 billion to $2.125 billion and adjusted diluted EPS of $2.30 to $2.40
Share repurchase authorization raised to $750 million; no shares were repurchased in Q3 2026, and a $0.18 quarterly dividend is payable November 9, 2026
Select Water Holdings LLC, a subsidiary of Select Water Solutions, issued $900 million of 7.625% senior notes due November 1, 2034, under an indenture dated October 21, 2026. The notes are tied to the company's previously announced acquisition of Pilot Water Solutions; if that deal is not completed by March 1, 2027, or is terminated, the issuer must redeem notes above $450.0 million, which would reduce the debt taken on.
Issued $900 million aggregate principal of 7.625% senior notes due November 1, 2034, on October 21, 2026.
Interest is payable semi-annually on May 1 and November 1, starting May 1, 2027.
Special mandatory redemption applies if the Pilot Water Solutions acquisition is not completed by March 1, 2027, or is terminated; the issuer would redeem notes above $450.0 million.
The notes are not guaranteed by Select Water Solutions, Inc. or SES Holdings, LLC.
Reliance reported record third-quarter 2026 net sales of $5.21 billion, up 42.8% from a year earlier, and diluted EPS of $7.84 versus $3.59. Non-GAAP EPS of $8.02 exceeded management's guidance of $6.40 to $6.60, and the company guided fourth-quarter non-GAAP EPS to $7.40 to $7.60 while raising its share repurchase authorization to $2.5 billion.
Third-quarter net sales were $5.21 billion, up 42.8% year over year, with tons sold up 15.6%.
Diluted EPS was $7.84 versus $3.59 a year earlier; non-GAAP diluted EPS was $8.02 versus guidance of $6.40 to $6.60.
Fourth-quarter 2026 non-GAAP diluted EPS is expected in the range of $7.40 to $7.60.
The Board approved raising the share repurchase authorization to $2.5 billion on October 20, 2026, and declared a $1.25 quarterly dividend payable December 4, 2026.
Matador Resources amended its dividend policy and declared a quarterly cash dividend of $0.4375 per share, up from $0.375 under the prior policy. The company says the increase is its eighth in five years, and future dividends remain at the discretion of the Board, depending on results, cash flows and other factors.
New policy sets $0.4375 per share per quarter, or $1.75 per share per year, beginning in the fourth quarter of 2026
Increase is 17% over the prior policy of $0.375 per share per quarter, or $1.50 per year
Dividend is payable December 4, 2026, to shareholders of record as of November 10, 2026
CEO Joseph Wm. Foran called it the eighth increase in five years and tied it to free cash flow and debt repayment
IBM reported third-quarter 2026 revenue of $17.1 billion, up 5%, and GAAP diluted earnings per share of $2.31, up from $1.84 a year earlier. The company raised its full-year free cash flow expectation to an increase of more than $1 billion year over year, while keeping its 4% to 5% constant currency revenue growth forecast unchanged.
Revenue $17.1 billion, up 5% (6% at constant currency); Software revenue up 8%
GAAP diluted EPS $2.31 vs. $1.84 a year earlier; GAAP net income $2.2 billion, up 26%
Full-year free cash flow now expected to rise by more than $1 billion year over year; constant currency revenue growth of 4% to 5% unchanged
Quarterly dividend of $1.69 per share declared, payable December 10, 2026, to holders of record November 10, 2026
Molina Healthcare reported third-quarter 2026 GAAP net income of $38 million, or $0.73 per diluted share, down 52% from a year earlier, on total revenue of $11.08 billion, down from $11.48 billion. The company reaffirmed its full-year 2026 guidance of adjusted earnings of at least $5.25 per diluted share and premium revenue of about $42 billion. For shareholders, profit fell sharply while guidance was held, and the full-year outlook includes a $1.50 per share loss tied to a new Florida Medicaid contract in the fourth quarter.
GAAP EPS was $0.73 versus $1.51 a year earlier; adjusted EPS was $0.89 versus $1.84.
Total revenue was $11.08 billion versus $11.48 billion; premium revenue fell 4% on lower Medicaid and Marketplace membership.
Consolidated medical care ratio rose to 92.9% from 92.6%; the company attributed the profit decline mainly to this higher ratio.
Full-year 2026 guidance was reaffirmed, including at least $5.25 adjusted EPS and at least $2.38 GAAP EPS, and includes a $1.50 per share loss from the new Florida Medicaid contract.
Element Solutions reported record third-quarter 2026 results, with net sales of $995 million, up 52% on a reported basis and 13% organically, and net income of $66 million, up from $39 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $720 million and said it expects adjusted EPS growth above 20% for the year. Shareholders also learned that the proposed Solstice merger, signed July 6, 2026, was terminated on August 27, 2026.
Q3 2026 net sales were $995 million, up 52% reported and 13% organic; Electronics sales rose 68% to $780 million.
GAAP diluted EPS was $0.27 versus $0.16; adjusted EPS was $0.50 versus $0.41.
Adjusted EBITDA was $191 million versus $147 million, with the margin at 28.2%.
2026 adjusted EBITDA guidance was raised to approximately $720 million; the Solstice merger agreement was terminated August 27, 2026.
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $327.0 million for Q3 2026, driven mainly by a $1,165.1 million loss on MBS, partly offset by gains on interest rate swaps and futures. Book value per common share fell to $14.55 from $17.53 in Q2, and the total economic return was (12.9)%, though Distributable Earnings per common share held near prior levels at $0.71.
GAAP net loss to common stockholders of $327.0 million, or $2.26 per share, compared with net income of $111.5 million, or $0.86 per share, in Q2 2026.
Book value per common share of $14.55, down from $17.53 in Q2 2026; total economic return of (12.9)% for Q3.
Distributable Earnings available to common stockholders of $102.3 million, or $0.71 per share, compared with $0.72 per share in Q2 2026.
Common dividend of $0.24 per share per month declared for Q3; a $0.24 dividend is payable November 27, 2026 to holders of record on November 16, 2026.
Westrock Coffee closed a $600 million senior secured credit agreement on October 21, 2026, consisting of a $300 million term loan and a $300 million revolver, which replaces its prior $425 million Beverage Solutions facilities. The company also repurchased $40 million of its 2029 convertible notes for about $21 million in cash and 2,391,030 shares, and amended $32 million of the remaining notes into 2032 notes with a conversion price cut from $12.84 to $9.50, which adds new debt and could dilute shareholders, while the filing says liquidity rises to about $270 million.
New credit facilities total $600 million and mature in October 2031, replacing $425 million of prior facilities
Repurchased $40 million of 2029 convertible notes for about $21 million in cash and 2,391,030 shares of common stock
Remaining $32 million of notes amended into 2032 notes at 6.00% interest, with conversion price reduced from $12.84 to $9.50
Company reports about $270 million of liquidity at closing, including $40 million unrestricted cash and $230 million undrawn revolver
Crown Castle reported third quarter 2026 site rental revenues of $966 million, down 5% from a year earlier, and net income of $283 million, down 12%. The company raised the midpoint of its full year 2026 AFFO outlook by $5 million and Adjusted EBITDA outlook by $25 million, while AFFO rose 8% in the quarter.
Q3 2026 site rental revenues were $966 million, down from $1,012 million in Q3 2025; diluted EPS was $0.67 versus $0.74
Q3 2026 AFFO was $530 million, up 8%, or $1.24 per share, up 11%
Full year 2026 AFFO outlook midpoint raised $5 million to a range of $1,955 million to $2,005 million
Full year 2026 Adjusted EBITDA outlook raised to $2,690 million to $2,740 million; site rental revenues midpoint raised $20 million
Medline initiated a voluntary field action on October 14, 2026, to remove, discontinue, and exit the market for all Medline Brand beds, along with related pendants, accessories, parts, and order packages. The company estimates associated costs of up to $220 million, to be incurred in 2026 and 2027 and excluded from Adjusted EBITDA, which is a clear charge for shareholders, though it does not currently expect a material impact on fiscal 2026 financial results or its full-year 2026 guidance.
Voluntary field action initiated October 14, 2026, covering all Medline Brand beds, including homecare, bariatric, and long-term care beds.
Affected products had net sales of approximately $60 million for the twelve months ended June 27, 2026.
Estimated associated costs of up to $220 million, expected in 2026 and 2027, to be excluded from Adjusted EBITDA; actual customer credits may differ materially.
Company does not currently expect a material impact on fiscal 2026 results, including full-year 2026 guidance provided August 5, 2026.
Navient said it intends to set up Navient Holdings, Inc. as a new holding company over Navient LLC and E Parent, Inc. (Earnest), with existing shares converting one-for-one into Holdings shares. The structure is expected to take effect in the fourth quarter of 2026, and the filing says no stockholder action is required; the filing does not discuss financial results or guidance.
Existing Navient shares convert automatically one-for-one into Navient Holdings common stock
Trading expected to continue uninterrupted under NAVI on the Nasdaq Global Select Market
New structure expected in effect during the fourth quarter of 2026; no stockholder action required
Audio webcast on Thursday, Oct. 22, 2026, at 8:30 a.m. Eastern Time
Global Interactive Technologies appointed director Amy Shi as Executive Chair of its Board effective October 15, 2026, under a one-year renewable service agreement. The filing sets out her cash pay of $10,000 per month, rising to $20,000 per month after the first anniversary, plus an equity component with a reference amount of $250,000.
Amy Shi appointed Executive Chair effective October 15, 2026; she has been a director since December 2024
Cash compensation of $10,000 per month ($120,000 annually), with a review six months after the Effective Date and an increase to $20,000 per month on the first anniversary
Equity compensation with a reference amount of $250,000; part of her cash pay is deferred until the Company's next financing
Company will pay $75,000 for past executive services from July 1, 2025 through September 30, 2026
Medpace reported third quarter 2026 revenue of $716.0 million, up 8.5%, and GAAP diluted earnings of $4.84 per share, up from $3.86 a year earlier. The company also replaced its prior buyback, which had $527.0 million remaining, with a new authorization of up to $1.0 billion of common stock through December 31, 2028, funded from cash on hand.
Q3 2026 revenue $716.0 million, up 8.5% from $659.9 million; net new business awards $873.4 million, up 10.6%
Q3 2026 GAAP net income $137.5 million ($4.84 per diluted share) vs. $111.1 million ($3.86) a year earlier; EBITDA $172.1 million, up 16.0%
New repurchase authorization of up to $1.0 billion through December 31, 2028, effective October 20, 2026, replacing the prior authorization with $527.0 million remaining
The filing gives 2026 full-year guidance of $2.835 billion to $2.855 billion in revenue and $17.97 to $18.32 in diluted EPS, with no prior guidance included for comparison
The FDA approved Hibsago (bepirovirsen), developed by GSK under a 2019 license from Ionis, for chronic hepatitis B in adults without cirrhosis who have suppressed HBV DNA and HBsAg levels of 3,000 IU/ml or less. Ionis has received an upfront payment, license fee and development and regulatory milestone payments, and is eligible for additional milestones and tiered royalties of 10-12% on net sales.
Phase 3 B-Well trials showed a 19% functional cure rate (233 of 1,220) versus 0 of 614 in the placebo group, in adults with HBsAg of 3,000 IU/ml or less
Current standard of care alone typically achieves less than 1% functional cure after one year of treatment, according to the filing
The approval followed FDA priority review and Breakthrough Therapy Designation; the filing states about 1.7 million people in the U.S. have chronic hepatitis B
The label includes boxed warnings for on-treatment hepatic flares and thrombocytopenia
Kinder Morgan reported record third-quarter 2026 results, with net income attributable to KMI of $764 million, up from $628 million a year earlier, and EPS of $0.34, up 21%. The company also expects 2026 Adjusted EBITDA more than 6% and Adjusted EPS more than 13% above its budget, and its expansion project backlog rose to $14.4 billion.
Q3 net income attributable to KMI was $764 million, up from $628 million in Q3 2025; Adjusted EPS was $0.35, up 21%.
Q3 revenues were $4.53 billion, compared with $4.15 billion in Q3 2025.
KMI expects 2026 Adjusted EBITDA more than 6% and Adjusted EPS more than 13% favorable to budget.
Board approved a quarterly dividend of $0.2975 per share, payable November 16, 2026, to holders of record on November 2, 2026.
EastGroup reported third quarter 2026 diluted EPS of $1.46, up from $1.26 a year earlier, and FFO excluding a gain on involuntary conversion and business interruption claims of $2.45 per diluted share, up 7.9%. The company raised its 2026 FFO per share guidance to $9.62-$9.68 from $9.52-$9.66 and its 2026 EPS guidance to $5.99-$6.05, which benefits shareholders by showing higher expected earnings for the year.
Q3 2026 diluted EPS was $1.46 versus $1.26 in Q3 2025; FFO excluding certain claim gains was $2.45 per share versus $2.27, an increase of 7.9%.
Same PNOI, excluding lease termination income, rose 5.3% on a straight-line basis and 7.1% on a cash basis for Q3 2026.
Rental rates on new and renewal leases increased an average of 36.3% on a straight-line basis in Q3 2026.
Development starts guidance was raised to $390 million from $325 million, and operating property acquisition guidance to $360 million from $215 million.
Waste Connections reported third quarter 2026 revenue of $2.638 billion, up from $2.458 billion a year earlier, and net income of $359.2 million, or $1.43 per diluted share, compared with $286.3 million, or $1.11, in the prior-year quarter. The company raised its full-year 2026 outlook for revenue and adjusted EBITDA for a second time and increased its regular quarterly dividend by 10%.
Q3 2026 adjusted net income was $398.9 million, or $1.58 per diluted share, versus $1.44 a year earlier; adjusted EBITDA was $895.8 million, or 34.0% of revenue.
Updated 2026 outlook: revenue of approximately $10.09 billion and adjusted EBITDA of approximately $3.345 billion, with adjusted free cash flow between $1.40 billion and $1.45 billion.
Year-to-date share repurchases exceed $1 billion, equal to 2.5% of outstanding shares; the quarterly dividend rises 10%, the company's sixteenth consecutive annual increase.
Conference call on October 22, 2026 at 8:30 a.m. Eastern Time.
First Merchants reported third-quarter 2026 net income available to common stockholders of $67.8 million, or $1.09 per diluted share, up from $56.3 million, or $0.98 per share, a year earlier and $43.5 million, or $0.70, in the second quarter. The company also announced that President Mike Stewart will succeed Mark Hardwick as chief executive upon Mr. Hardwick's retirement at year-end 2026.
Q3 2026 diluted EPS was $1.09 versus $0.98 in Q3 2025; adjusted EPS was $1.10 versus $0.99 a year earlier.
Net interest margin was 3.44%, up 6 basis points from the prior quarter and up 20 basis points from Q3 2025.
Nine-month 2026 diluted EPS was $2.24 versus $2.90 a year earlier, reflecting a $29.8 million first-quarter negative mortgage loan valuation adjustment.
Mike Stewart will succeed Mark Hardwick as CEO upon Mr. Hardwick's retirement at year-end 2026.
Las Vegas Sands reported third-quarter 2026 net revenue of $3.22 billion, down from $3.33 billion, and net income of $352 million, down from $491 million. Diluted earnings per share were $0.48 compared with $0.61 a year earlier. The board also approved a 20% increase in the recurring common stock dividend for 2027, to $1.44 per share annually, while the company repurchased $950 million of its stock during the quarter.
Net revenue was $3.22 billion versus $3.33 billion in the third quarter of 2025
Net income was $352 million versus $491 million; diluted EPS was $0.48 versus $0.61
Board raised the 2027 recurring annual dividend 20% to $1.44 per share ($0.36 per quarter)
Repurchased $950 million of common stock in the quarter; $5.06 billion remained under the authorization as of September 30, 2026
SEI reported third-quarter 2026 revenue of $662.0 million, up 14% from a year earlier, with GAAP diluted EPS of $1.38 versus $1.30 and adjusted diluted EPS of $1.64 versus $1.32. Results include a $32.5 million one-time charge tied to the termination agreement with Stratos. The board also approved an additional $800 million for the stock repurchase program, bringing available authorization to approximately $925.6 million.
Revenue of $662.0 million, up 14% from $578.5 million in Q3 2025; GAAP operating income of $198.0 million, up 24%
GAAP diluted EPS of $1.38 versus $1.30; adjusted diluted EPS of $1.64 versus $1.32
$32.5 million one-time charge associated with the Stratos termination agreement to purchase NSC, a Mexican subsidiary
On October 20, 2026, the board approved an additional $800 million repurchase authorization, for approximately $925.6 million available
Valor Energy said it regained compliance with Nasdaq's $2.5 million minimum stockholders' equity requirement after raising its authorized common stock from 50 million to 500 million shares and reclassifying $41.90 million of warrants from liabilities to equity. The company also issued 4,510,000 warrants to investors on October 19, 2026. Nasdaq will keep monitoring, and the company may be delisted if it does not show compliance in its Form 10-Q for the period ended September 30, 2026.
Nasdaq notified the company on August 21, 2026 that its stockholders' deficit of $35,344,336 at June 30, 2026 did not meet the $2.5 million minimum
Authorized common stock was increased from 50,000,000 to 500,000,000 shares, effective August 6, 2026, and the June 2026 warrants were reclassified to equity
The company submitted a compliance plan to Nasdaq on October 5, 2026 and believes it has regained compliance
Failure to evidence compliance in the Form 10-Q for the period ended September 30, 2026 could lead to delisting
America's Car-Mart signed a Second Amendment to its credit agreement on October 15, 2026, adding $5.0 million in incremental term loans that mature October 30, 2030, with $200,000 in fees added to the loan principal. On October 20, 2026, lenders extended temporary relief on minimum liquidity and minimum Collateral Coverage Ratio requirements through November 1, 2026, following a series of earlier extensions, which adds to the company's debt and shows continued reliance on lender waivers. Separately, its ACM Auto Trust 2024-2 subsidiary redeemed all its asset-backed notes, releasing about $92 million in receivables from the trust.
October 15, 2026: Second Amendment provides $5.0 million in incremental term loans, maturing October 30, 2030, for general corporate purposes
Company agreed to pay $200,000 in fees to the Agent and Lenders, added to the outstanding principal balance
October 20, 2026: Lenders extended temporary relief on minimum liquidity and Collateral Coverage Ratio through November 1, 2026, after prior extensions through October 22, 2026
October 20, 2026: ACM Auto Trust 2024-2 redeemed all outstanding asset-backed notes; about $92 million in receivables released
Martin Midstream Partners reported third quarter 2026 Adjusted EBITDA of $23.6 million, up from $19.3 million a year earlier, and a net loss of $4.1 million, narrower than the $8.4 million loss in the prior-year quarter. The partnership raised its full-year 2026 Adjusted EBITDA guidance to $94.0 million and declared a $0.005 per unit quarterly distribution, while leverage rose to 4.96 times from 4.43 times at year-end 2025.
Q3 2026 revenues were $231.7 million, up from $168.7 million in Q3 2025; net loss was $4.1 million, or $0.10 per unit, versus $8.4 million, or $0.21 per unit.
Full-year 2026 Adjusted EBITDA guidance was revised upward to $94.0 million; nine-month Adjusted EBITDA was $72.3 million.
Quarterly cash distribution of $0.005 per unit is payable November 13, 2026, to unitholders of record on November 6, 2026.
Total debt was $483.5 million at September 30, 2026, and revolving credit facility available liquidity was $21.9 million, down from $31.4 million at December 31, 2025.
Meta reported third quarter 2026 revenue of $64.60 billion, up 26% year over year, and diluted EPS of $3.83 versus $1.05. A $9.89 billion charge tied to an agreement with 52 attorneys general cut operating income 37% to $12.99 billion. The company also approved a non-voting Class C stock, a one-time stock dividend, and a Founder Alignment Agreement with Mark Zuckerberg that limits his sales of the new shares, with the new class effective January 19, 2027.
Revenue $64.60 billion, up 26%; income from operations $12.99 billion, down 37%, including the $9.89 billion charge
Diluted EPS $3.83 reported; the company says it would have been $7.40 excluding the charge
Fourth quarter 2026 revenue guidance $73-76 billion; full-year 2026 total expenses now expected at $175-179 billion
Board approved non-voting Class C stock effective January 19, 2027, with a one-time stock dividend of one Class C share per Class A and Class B share
Group 1 Automotive completed its acquisition of 10 Atlanta-area dealerships and one collision center from Hennessy Automobile Companies on October 19, 2026, for approximately $1.3 billion, subject to post-closing adjustments. The deal was funded with proceeds from $1.25 billion of senior notes issued earlier, plus cash on hand, which adds significant scale and debt to the company's balance sheet.
Acquisition closed October 19, 2026; aggregate consideration approximately $1.3 billion, subject to post-closing adjustments including a true-up within 90 days
$80.0 million of the purchase price placed in an indemnity escrow, released in stages at three, nine and 18 months after closing
Funded by $625 million of 6.250% senior notes due 2032 and $625 million of 6.625% senior notes due 2035, plus cash on hand
Financial statements and pro forma information for the acquisition will be filed later, within 71 calendar days of the required filing date
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