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).
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
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.
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
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.
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
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.
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.
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.
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.
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
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.
Eagle Bancorp reported unaudited third quarter 2026 net income of $24.2 million, or $0.79 per diluted share, compared with $6.9 million, or $0.23 per share, in the second quarter. The increase was mainly due to a lower provision for credit losses of $2.8 million, down from $21.4 million, while net interest income and noninterest income both declined and nonperforming assets rose to $166.0 million. The company also declared a $0.01 per share cash dividend.
Net income was $24.2 million, or $0.79 diluted EPS, versus $6.9 million, or $0.23, in the prior quarter
Net interest income was $61.3 million, down from $62.4 million; noninterest income was $9.6 million, down from $10.8 million
Nonperforming assets rose to $166.0 million, or 1.75% of total assets, from $113.1 million, or 1.17%, with one significant relationship driving the increase
Cash dividend of $0.01 per share is payable November 17, 2026, to shareholders of record on November 6, 2026
Stewart Information Services reported third-quarter 2026 total revenues of $900.7 million, up from $796.9 million a year earlier, but net income attributable to Stewart fell to $30.3 million ($0.98 per diluted share) from $44.3 million ($1.55). CEO Fred Eppinger said the company faced increased industry headwinds that it anticipates will continue into next year. For shareholders, higher revenue came with lower reported profit and lower earnings per share.
Total revenues were $900.7 million versus $796.9 million in the third quarter of 2025; the real estate solutions segment rose 68%, primarily from the recent MCS acquisition.
GAAP net income attributable to Stewart was $30.3 million, or $0.98 per diluted share, versus $44.3 million, or $1.55, a year earlier.
Adjusted net income per diluted share was $1.33 versus $1.64 in the prior year quarter.
Management will discuss the results on a conference call at 8:30 a.m. Eastern Time on October 22, 2026.
Lion Copper Corp. completed a restructuring of its US$2.7 million, 12% secured convertible debentures, extending maturity from November 6, 2026 to May 6, 2027 and issuing 518,135 warrants to the holders as consideration. The warrants are exercisable at US$4.17 per share until November 6, 2031, so they could add to the number of common shares outstanding. Two insiders, Co-Chairman Tony Alford and director Mark Sharman, were debenture holders and received part of the warrants.
Debentures of US$2,700,000 extended from November 6, 2026 to May 6, 2027; all accrued interest to be paid as at November 6, 2026
518,135 warrants issued October 20, 2026, each exercisable at US$4.17 per share until November 6, 2031
Tony Alford (Co-Chairman, owner of more than 20% of shares) and Mark Sharman (director) received part of the warrants
Atrium Research Corporation engaged for equity research; upfront fee of C$38,000 plus GST for October 15, 2026 to June 30, 2027
Live Oak Bancshares reported third quarter 2026 net income attributable to common shareholders of $24.3 million, or $0.52 per diluted share, down 30.1% from the second quarter. Total revenue rose 12.5% from the second quarter to $175.6 million, but the provision for credit losses more than doubled to $54.7 million, which shareholders should weigh against the revenue growth. The company will discuss its results and business outlook on a conference call on October 22, 2026, at 9:00 a.m. ET.
Net income attributable to common shareholders was $24.3 million, or $0.52 per diluted share, versus $34.7 million, or $0.74, in Q2 2026 and $25.6 million, or $0.55, in Q3 2025.
Total revenue was $175.6 million, up 12.5% from Q2 2026 and 23.4% from Q3 2025.
Provision for credit losses was $54.7 million, up from $25.8 million in Q2 2026, including $17.0 million tied to the stressed distillery portfolio.
Total assets reached $17.0 billion at September 30, 2026, and loan and lease production was $2.1 billion in the quarter.
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.
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
NVE Corporation reported results for the quarter ended September 30, 2026, with second-quarter revenue down 8% to $5.83 million and net income down 4% to $3.17 million, or $0.65 per diluted share. For the first six months of fiscal 2027, revenue rose 36% to $16.9 million and net income rose 39% to $9.57 million. The board also approved a $1.00 per share quarterly cash dividend, payable November 30, 2026.
Q2 fiscal 2027 total revenue was $5.83 million, down from $6.35 million; product sales fell 9% and contract research and development revenue rose 25%.
Q2 net income was $3.17 million, or $0.65 per diluted share, versus $3.31 million, or $0.68 per share, a year earlier.
Six-month revenue rose 36% to $16.9 million and six-month net income rose 39% to $9.57 million, or $1.97 per diluted share.
Quarterly dividend of $1.00 per share is payable November 30, 2026 to shareholders of record as of November 2, 2026.
First American Financial reported third-quarter 2026 revenue of $2.1 billion, up 5% from a year earlier, and diluted EPS of $1.72, down from $1.84. Adjusted EPS rose to $1.78 from $1.70, while the GAAP decline reflected a swing to net investment losses of $2 million from gains of $26 million a year earlier. The company also raised its annual common dividend by 11% to $2.44 per share.
Total revenue of $2,084.6 million vs. $1,978.9 million in Q3 2025; net income of $177.0 million vs. $189.6 million
Diluted EPS of $1.72 (GAAP) and $1.78 (adjusted), compared with $1.84 and $1.70 a year earlier
Title Insurance and Services investment income rose 11% to $169 million; Home Warranty pretax margin fell to 9.9% from 14.1%
Annual dividend raised 11% to $2.44 per share; 23,149 shares repurchased in Q3 for $1 million
WD-40 reported fourth-quarter and fiscal 2026 results for the period ended August 31, 2026. Quarterly net sales rose 8% to $176.8 million, but diluted EPS fell to $1.06 from $1.56 as gross margin declined to 52.8% and expenses rose. The company guided fiscal 2027 diluted EPS to between $6.40 and $6.70 and authorized a new $100.0 million share repurchase program effective Sept. 1, 2026.
Q4 net sales rose 8% to $176.8 million; gross margin fell to 52.8% from 54.7%.
Q4 diluted EPS was $1.06 versus $1.56; fiscal 2026 diluted EPS was $6.08 versus $6.69, which included an $11.9 million prior-year tax benefit.
Fiscal 2027 guidance: net sales of $715 million to $735 million on a constant currency basis and diluted EPS of $6.40 to $6.70.
New $100.0 million buyback effective Sept. 1, 2026; quarterly dividend of $1.02 per share payable Oct. 30, 2026.
Rollins reported unaudited third quarter 2026 results, with revenue up 6.2% to $1.1 billion while operating income, net income and EPS declined from the prior year. Management said residential customer acquisition remained under pressure and that the company is shifting its marketing spend.
Q3 revenue was $1.1 billion, up 6.2%; organic revenue rose 4.4%.
Q3 operating income was $223 million, down 1.0%, and operating margin was 20.5%, down 140 basis points.
Q3 GAAP EPS was $0.33 per diluted share versus $0.34 a year earlier; net income was $158 million, down 3.4%.
Q3 free cash flow was $235 million, up 28.8%, helped by a $63 million tax refund timing benefit; the company repurchased $120 million of shares.
SouthState Bank Corporation reported third-quarter 2026 diluted earnings per share of $2.30 and net income of $224 million, both lower than the prior quarter's $2.35 and $230 million. Net interest income rose 3% from the prior quarter to $592 million, and the board declared a $0.66 quarterly dividend, up from $0.60.
Diluted EPS $2.30 for Q3 2026, versus $2.35 in Q2 2026 and $2.42 in Q3 2025
Net income $224 million; net interest income $592 million, up $16 million from Q2 2026
Noninterest expense rose $17 million to $375 million, mainly from higher salaries and employee benefits
Quarterly dividend of $0.66 per share, payable November 13, 2026 to holders of record November 6, 2026
Enterprise Financial Services Corp reported third quarter 2026 net income of $42.4 million, or $1.14 per diluted share, up from $1.09 in the linked quarter but down from $1.19 a year earlier. The prior-year quarter included $32.1 million of anticipated insurance proceeds tied to a tax credit recapture, so the year-over-year comparison is affected by that one-time item. Loans grew $452.3 million in the quarter to $12.3 billion, and the board raised the quarterly dividend by $0.01 to $0.36 per share.
Net income $42.4 million, or $1.14 per diluted share, versus $1.09 in the linked quarter and $1.19 in the prior year quarter
Net interest income rose $5.9 million from the linked quarter to $174.6 million; provision for credit losses was $18.1 million versus $8.4 million a year earlier
Total loans reached $12.3 billion, up $452.3 million from the linked quarter; nonperforming assets were 1.03% of total assets
Repurchased 525,767 shares for $34.0 million; quarterly dividend increased to $0.36 per share for the fourth quarter 2026
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
Pathward Financial reported fourth-quarter fiscal 2026 net income of $38.6 million, or $1.85 per diluted share, compared with $38.8 million, or $1.69, a year earlier. For fiscal 2026, net income fell to $175.7 million from $185.9 million, while diluted EPS rose to $8.14 from $7.87. Nonperforming loans and leases rose to $289.3 million, or 5.61% of gross loans, from $99.1 million a year earlier, which shareholders may watch closely.
Q4 net income $38.6 million vs. $38.8 million a year earlier; diluted EPS $1.85 vs. $1.69
Fiscal 2026 net income $175.7 million vs. $185.9 million; diluted EPS $8.14 vs. $7.87
Net interest income fell 8% in Q4 and noninterest income rose 12% to $65.6 million
Nonperforming loans and leases were $289.3 million at September 30, 2026, vs. $99.1 million a year earlier
Beacon Financial reported third-quarter 2026 net income of $61.2 million, or $0.73 per share, down from $64.4 million, or $0.77 per share, in the second quarter, but up from a net loss of $(4.2) million in the third quarter of 2025. The board raised the stock buyback authorization to $125 million, subject to regulatory approval, and approved a $0.3225 quarterly dividend.
Operating earnings after tax (non-GAAP) were $64.7 million, or $0.77 per share, versus $64.4 million, or $0.77 per share, in Q2 2026.
Net interest income rose $3.9 million to $197.2 million, and net interest margin rose 4 basis points to 3.85 percent.
The provision for credit losses was $8.9 million, and merger and restructuring expense was $5.1 million; nonperforming assets rose $7.9 million to $163.1 million.
Buyback authorization increased to $125 million; the $0.3225 dividend is payable November 20, 2026, to holders of record on November 6, 2026.
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
Ategrity Specialty Insurance Company Holdings reported third-quarter 2026 net income attributable to stockholders of $14.6 million, or $0.29 per diluted share, down from $22.7 million, or $0.45, a year earlier, while total revenues rose to $125.6 million from $116.1 million. The company said underwriting income grew 83.7% to $19.5 million and its combined ratio improved to 84.7% from 88.7%, though net realized and unrealized investment losses of $17.2 million weighed on reported profit. The filing also disclosed a separation agreement with former Chief Financial Officer Neelam Patel.
Net income attributable to stockholders was $14.6 million, or $0.29 per diluted share, versus $22.7 million, or $0.45, in Q3 2025.
Gross written premiums rose 14.7% to $165.0 million; the combined ratio was 84.7%, compared with 88.7% a year earlier.
Net realized and unrealized investment results were a loss of $17.2 million in the quarter, versus a gain of $9.2 million a year earlier.
Separation agreement dated October 20, 2026 with former CFO Neelam Patel includes $200,000 in severance, a prorated 2026 bonus of $354,794.52 and a $50,000 special bonus payment.
Heartland Express reported unaudited third-quarter 2026 results for the quarter ended September 30, 2026, in a press release attached as Exhibit 99.1. Operating revenue fell to $179.5 million from $196.5 million a year earlier, while net income was $1.0 million, or $0.01 per share, compared with an $8.3 million net loss in the prior-year quarter. Shareholders see a swing back to profit on lower sales, and the CEO cited rising fuel costs and inflationary expenses as pressures on operating costs.
Operating revenue was $179.5 million, down from $196.5 million in Q3 2025.
Net income was $1.0 million, or $0.01 per share, versus a net loss of $8.3 million, or $(0.11) per share, a year earlier.
Operating ratio improved to 98.7% from 103.7%; non-GAAP adjusted operating ratio was 97.6%.
Debt of $99.9 million remained at September 30, 2026, down from $494.1 million of acquisition-related debt and finance lease obligations in 2022.
Equity LifeStyle Properties reported third-quarter 2026 results, with total revenues of $409.9 million, up from $393.3 million a year earlier. Net income per share fell to $0.45 from $0.50 after a $12.1 million deferred tax valuation allowance, while normalized FFO per share rose 4.6% to $0.79. Management kept the midpoint of its full-year 2026 normalized FFO guidance at $3.18 and gave a preliminary 2027 Core MH base rent growth assumption of approximately 5.1%.
Q3 net income per share was $0.45 versus $0.50; FFO per share was $0.72 versus $0.77, including a $12.1 million deferred tax valuation allowance.
Q3 normalized FFO per share was $0.79 versus $0.75; nine-month normalized FFO per share was $2.36 versus $2.27.
Full-year 2026 normalized FFO guidance is $3.15 to $3.21 per share, with the midpoint unchanged at $3.18; full-year net income guidance is $2.00 to $2.06 per share.
Preliminary 2027 Core MH base rent growth assumption is approximately 5.1%; Core RV annual rent growth assumption is approximately 4.7%.
OFG Bancorp reported third-quarter 2026 results for the period ended September 30, 2026, with diluted EPS of $1.33, up from $1.16 in 3Q25 but down from $1.39 in 2Q26. Total core revenues were $185.7 million, versus $190.3 million in the prior quarter and $184.0 million a year earlier, and the company repurchased $13.5 million of common shares. The mixed picture matters to shareholders because year-over-year profit and revenue gains were offset by sequential declines, and tangible book value per share fell to $29.66 from $31.12 in 2Q26.
Diluted EPS $1.33 vs $1.39 in 2Q26 and $1.16 in 3Q25
Total core revenues $185.7 million vs $190.3 million in 2Q26 and $184.0 million in 3Q25
Non-interest expense $96.3 million vs $102.8 million in 2Q26, which included $5.8 million of business related operational charges
Tangible book value per share $29.66 vs $31.12 in 2Q26; $13.5 million of common shares repurchased
Community Trust Bancorp reported third quarter 2026 net income of $25.9 million, or $1.43 per basic share, up from $23.9 million a year earlier but down from $29.6 million in the second quarter. Revenue rose year over year, but a $9.2 million provision for credit losses, driven by higher net charge-offs and loan growth, weighed on results and shareholders should weigh the sequential decline alongside the annual gain.
Q3 2026 net income $25.9 million, or $1.43 basic EPS, versus $29.6 million ($1.64) in Q2 2026 and $23.9 million ($1.33) in Q3 2025.
Net interest income $61.1 million, up $5.5 million (9.9%) from Q3 2025; net interest margin 3.63% versus 3.80% in Q2 2026.
Provision for credit losses $9.2 million, up $6.4 million from Q2 2026; net charge-offs $6.6 million, including a $4.3 million charge-off on one commercial relationship.
Nine-month net income $82.7 million, or $4.58 basic EPS, compared with $70.8 million ($3.93) a year earlier.
UniFirst reported fourth-quarter fiscal 2026 revenue up 5.0% to $645.0 million, while diluted earnings per share fell to $1.90 from $2.23 as transaction-related costs for the proposed Cintas merger weighed on profit. For the full year, revenue rose 3.7% to $2.523 billion but diluted EPS fell to $6.02 from $7.98. The company no longer provides financial guidance because of the pending Cintas transaction.
Q4 net income was $34.7 million versus $41.0 million a year earlier; operating income was $41.7 million versus $49.6 million.
Q4 results included approximately $14.4 million of Cintas merger-related transaction costs.
The FTC timing agreement bars closing the Cintas transaction before December 11, 2026 unless the FTC closes its investigation earlier; the companies expect closing before the end of calendar 2026.
Cash and cash equivalents were $192.1 million at August 29, 2026, with no long-term debt outstanding.
Winnebago reported fourth-quarter fiscal 2026 net revenues of $645.1 million, down 17.0% from a year earlier, and reported diluted EPS of $0.34 versus $0.49. For the full year, net revenues fell 3.4% to $2.7 billion while reported diluted EPS rose to $1.21 from $0.91. The company guided fiscal 2027 reported diluted EPS to $0.90 to $1.50 on consolidated net revenues of $2.65 to $2.80 billion.
Q4 net revenues were $645.1 million versus $777.3 million; gross margin was 12.5% versus 12.8%
Full-year net income was $34.5 million, or $1.21 per diluted share, versus $0.91; adjusted EPS was $1.79 versus $1.67
Net leverage improved to 2.2x from 3.0x at the third quarter end; cash and cash equivalents were $181.4 million
Quarterly cash dividend increased 3% to $0.36 per share; fiscal 2027 adjusted EPS guidance is $1.65 to $2.25
Cencora signed a merger agreement to acquire American Oncology Network (AON), valuing AON at an enterprise value of $2.4 billion, including $2.3 billion at closing and up to $100 million in contingent value rights. The same day, Cencora said its fiscal 2026 adjusted diluted EPS is now expected to be at least $17.90, at the high end of its prior $17.75 to $17.95 range, and that the deal is expected to be accretive to adjusted diluted EPS in the second year after closing.
Enterprise value of $2.4 billion: $2.3 billion at closing plus up to $100 million in CVRs
Cencora expects to pay about $1.7 billion to raise its AON stake to 75%, assuming holders keep up to 25% through an equity rollover
Fiscal 2026 adjusted diluted EPS now expected to be at least $17.90, the high end of the prior $17.75 to $17.95 range
Fiscal 2027 expectations to be discussed on the fourth quarter fiscal 2026 earnings call on November 4, 2026
Abbott reported third-quarter 2026 results on October 21, 2026, with net sales up 14.5% to $13.0 billion, aided by the Exact Sciences acquisition completed March 23, 2026. GAAP diluted EPS fell 43.6% to $0.53 after specified items, including about $670 million of legal settlements and $841 million of intangible amortization, while adjusted diluted EPS rose 9.2% to $1.42. The company tightened its full-year 2026 adjusted EPS guidance to $5.50 to $5.55, reaffirming the midpoint, which matters to shareholders because reported profit fell sharply even as sales and adjusted earnings grew.
Third-quarter net sales were $13,013 million, up 14.5% reported and 7.0% on a comparable basis.
GAAP diluted EPS was $0.53, down from $0.94 a year earlier; adjusted diluted EPS was $1.42, up from $1.30.
Specified items included about $670 million in legal settlements and $841 million in intangible amortization.
Full-year 2026 adjusted diluted EPS guidance was narrowed to $5.50 to $5.55, with the midpoint reaffirmed; projected comparable sales growth is approximately 6.0%.
Healthcare Services Group reported third-quarter 2026 revenue of $479.6 million, up from $464.3 million a year earlier, but net income fell to $24.9 million from $43.0 million and diluted EPS fell to $0.36 from $0.59. The company also raised its 2027 revenue growth outlook to low double-digits from mid single-digits and completed the $93.5 million acquisition of NEXDINE Hospitality on October 6, 2026.
Q3 revenue was $479.6 million versus $464.3 million a year earlier; income from operations was $31.9 million versus $45.9 million.
Net income was $24.9 million ($0.36 diluted EPS) versus $43.0 million ($0.59) a year earlier; Adjusted EBITDA was $38.6 million versus $56.4 million.
The company raised its 2027 revenue growth outlook from mid single-digits to low double-digits and expects fourth-quarter revenue of $535 to $545 million.
Under its February 2026 plan, the company repurchased $11.7 million of common stock in the third quarter and has $56.6 million repurchased year to date.
Nasdaq's Listing Qualifications staff said on October 20, 2026 that Vivos Therapeutics now meets the $2.5 million minimum stockholders' equity requirement, based on the company's October 19, 2026 8-K. The company said the SOD transaction, which included issuing Series C Convertible Preferred Stock, drove the improvement, but Nasdaq said the company could still face delisting if it does not show compliance in its next periodic report, and the preferred stock is convertible into up to 80,000,000 common shares, which could dilute existing holders.
Nasdaq letter dated October 20, 2026 says Vivos complies with the $2.5 million stockholders' equity minimum under Listing Rule 5550(b)(1).
Series C Convertible Preferred Stock with an aggregate stated value of $12,000,000 was issued as part of the SOD Sciences transaction, and is expected to increase stockholders' equity by more than $10 million.
Preferred stock converts at $0.15 per share into up to 80,000,000 common shares, subject to a 19.99% exchange cap pending stockholder approval.
Nasdaq said the company may be delisted if it does not evidence compliance upon filing its next periodic report.
AT&T reported third-quarter 2026 revenue of $32.3 billion, up 5.3% from a year earlier, and adjusted EPS of $0.65, up from $0.54. Diluted EPS from continuing operations fell to $0.13 from $1.29, which included a gain on the DIRECTV investment in the year-ago quarter, and the result includes a $2.6 billion non-cash impairment tied to the held-for-sale Mexico wireless business. The company raised its 2026 adjusted EPS outlook to the $2.40 range and lowered its long-term capital investment outlook, which matters to shareholders because it reflects both improved underlying profit and a large one-time charge.
Revenues of $32.3 billion, up 5.3% from $30.7 billion; Advanced Connectivity service revenue up 6.1% to $23.9 billion
Diluted EPS from continuing operations $0.13 versus $1.29 a year earlier; adjusted EPS $0.65 versus $0.54
2026 adjusted EPS outlook raised to the $2.40 range; 2026 capital investment outlook set at $23 billion to $24 billion
Agreement to sell Mexico wireless business announced October 13, 2026; $2.6 billion impairment recorded at Corporate and Other
Nuburu completed the purchase of an additional 67.1% interest in Tekne S.p.A. on October 15, 2026, bringing its stake to 70%, with a fixed price of €5,200,000 and up to €20,000,000 in earn-out payments tied to Tekne's revenue. Separately, NYSE Regulation issued Nuburu a public warning letter on October 19, 2026, stating that any future violation that could lead to such a letter would result in immediate suspension and delisting proceedings.
Nuburu Defense acquired 745,759 Tekne shares on October 15, 2026, a stake of about 67.1% that brings its total holding to 70%.
Purchase price is €5,200,000: €1,200,000 paid October 15, 2026, and €4,000,000 deferred in €1,000,000 installments through March 31, 2027.
Earn-out totals €20,000,000, with a guaranteed annual minimum of €2,000,000 for fiscal 2027 to 2036, payable by June 30 beginning in 2028.
NYSE American warning letter, dated October 19, 2026, cites late disclosure of a side letter and a Heckler & Koch AG share agreement effective September 30, 2026.
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