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).
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.
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
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.
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
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.
NETSTREIT furnished an updated third quarter 2026 investor presentation under Regulation FD, attached as Exhibit 99.1 and posted on its website. The deck includes unaudited Q3 2026 results showing higher revenue and net income than in Q3 2025, along with portfolio, liquidity and balance sheet data as of September 30, 2026.
Total revenues for the three months ended September 30, 2026 were $66.3 million, compared with $48.3 million a year earlier.
Net income attributable to common stockholders was $8.5 million, compared with $0.6 million in the prior-year quarter.
Diluted earnings per share were $0.08, compared with $0.01 a year earlier.
Total liquidity was $1.3 billion and unsettled forward equity was $312 million as of September 30, 2026.
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%.
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
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
QuantumScape reported third-quarter 2026 results, with a GAAP net loss of $84.5 million, down from $105.8 million a year earlier, and a loss of $0.14 per share versus $0.18. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and capital expenditure guidance of $27 million to $37 million, and it ended the quarter with $819.8 million in liquidity.
Q3 2026 GAAP net loss was $84.5 million, compared with $105.8 million in Q3 2025; loss per share was $0.14 versus $0.18.
Q3 operating expenses were $92.4 million, down from $115.0 million a year earlier.
Adjusted EBITDA loss was $60.7 million in Q3 2026, compared with $61.4 million in Q3 2025.
Q3 customer billings were $9.8 million; the company said billings are not a substitute for revenue under U.S. GAAP.
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.
First Bancorp reported unaudited third-quarter 2026 net income of $10.7 million, up 17.5% from $9.1 million a year earlier, with diluted earnings per share of $0.95 versus $0.81. Net income for the first nine months of 2026 was $29.2 million, up 20.7%, and the company paid a $0.38 per share dividend on October 16, 2026.
Q3 2026 net income $10.7 million, up 17.5% from Q3 2025; diluted EPS $0.95 versus $0.81
Net interest margin 2.99%, up from 2.70% in Q3 2025
Efficiency ratio 47.94%, improved from 50.40% in Q3 2025
Non-performing assets 0.44% of total assets, down from 0.54% at June 30, 2026
Southwest reported third quarter 2026 net income of $270 million, or $0.55 per diluted share, compared with $54 million, or $0.10 per share, a year earlier. Operating revenue rose 21.2% to $8.4 billion, but fuel expense increased by $821 million, and the company gave 2026 adjusted EPS guidance of $2.60 to $2.85.
Q3 2026 operating revenue of $8.4 billion, up 21.2% year-over-year; unit revenue (RASM) rose 21.6%
Q3 fuel cost was $3.92 per gallon, a $821 million year-over-year increase in fuel expense
Full-year 2026 adjusted EPS guidance of $2.60 to $2.85; fourth quarter adjusted EPS guidance of $0.55 to $0.80
Company paid $176 million in dividends in Q3 and will hold a Capital Markets Day in New York City on March 2, 2027
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
Rithm Property Trust reported third quarter 2026 results with GAAP comprehensive income attributable to common stockholders of $1.3 million, or $0.17 per diluted share, up from $0.08 in the second quarter. Earnings available for distribution, a non-GAAP measure, rose to $0.23 per diluted share from a loss of $0.01, and the board declared an unchanged $0.36 per share common dividend.
GAAP comprehensive income attributable to common stockholders was $1.3 million, or $0.17 per diluted share, versus $0.6 million, or $0.08, in Q2 2026.
Earnings available for distribution were $1.8 million, or $0.23 per diluted share, compared with a loss of $0.05 million, or $(0.01), in Q2 2026.
Common dividend of $0.36 per share, unchanged from Q2, payable November 30, 2026 to holders of record as of October 30, 2026.
Book value per common share was $29.82 as of September 30, 2026.
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
CNB Financial Corporation reported third quarter 2026 net income available to common shareholders of $27.0 million, or $0.91 per diluted share, flat on the per-share figure from the prior quarter and up from $18.9 million, or $0.69 per share, a year earlier. For the first nine months of 2026, earnings were $80.2 million, or $2.69 per diluted share, compared with $1.81 a year earlier, which the company describes as a record for the period.
Q3 2026 earnings of $27.0 million, or $0.91 per diluted share, versus $27.2 million, or $0.91, in Q2 2026 and $18.9 million, or $0.69, in Q3 2025
Nine-month 2026 earnings of $80.2 million, or $2.69 per diluted share, versus $42.2 million, or $1.81, for the same period of 2025
Book value per common share was $28.86 at September 30, 2026, up from $28.75 at June 30, 2026; nonperforming assets were $56.9 million, or 0.68% of total assets
NETSTREIT reported third quarter 2026 results on October 21, 2026, with AFFO per diluted share up 6.1% to $0.35 from $0.33 and net income per diluted share of $0.08 versus $0.01 a year earlier. The company kept its 2026 AFFO per share guidance of $1.37 to $1.39 and raised its expected 2026 net investment activity to at least $800 million from $700 million to $800 million.
Q3 2026 FFO per diluted share was $0.35, up 20.7% from $0.29; Core FFO was $0.34, up 9.7% from $0.31.
The company completed $273.1 million of gross investments at a 7.4% blended cash yield in the quarter.
The quarterly dividend was raised to $0.225 per share, or $0.90 annualized, an increase of $0.02 per share, payable December 15, 2026.
Leverage was 5.0x Net Debt to Annualized Adjusted EBITDA re, and the company secured $550.0 million of additional financing commitments.
Lam Research reported revenue of $8.22 billion and U.S. GAAP diluted EPS of $2.19 for the quarter ended September 27, 2026, up from $6.72 billion and $1.81 in the June 2026 quarter. The company guided to revenue of $8.60 billion (plus or minus $400 million) and GAAP diluted EPS of $2.33 (plus or minus $0.15) for the quarter ending December 27, 2026.
Revenue of $8.22 billion, up 22% from $6.72 billion in the June 2026 quarter.
U.S. GAAP diluted EPS of $2.19 versus $1.81 in the June 2026 quarter; non-GAAP diluted EPS of $2.20.
Guidance for the December 2026 quarter: revenue of $8.60 billion +/- $400 million and GAAP diluted EPS of $2.33 +/- $0.15.
Cash dividend declared of $0.33 per share, up from $0.26; treasury stock purchases of $1.02 billion in the quarter.
Triumph Financial reported third-quarter 2026 net income to common stockholders of $12.6 million, or $0.52 per diluted share, in a shareholder letter furnished under Item 2.02. Transportation revenue grew 37.8% year over year, while the letter says credit expense rose and Intelligence revenue growth fell short of expectations.
Net income to common stockholders was $12.6 million, or $0.52 per diluted share; non-recurring items reduced EPS by $0.02.
Factoring revenue was $57.0 million, up 43.6% year over year, with a pretax operating margin of 43.0%.
Payments revenue was $23.5 million, up 27.2% year over year; LoadPay revenue was $0.8 million.
The letter sets a 2027 non-interest expense target below $400 million and gives an illustrative 2027 EPS figure of roughly $3.50, which the company says is not a precise forecast.
Texas Capital Bancshares reported third quarter 2026 net income available to common stockholders of $99.4 million, or $2.28 per diluted share, up from $80.6 million, or $1.83 per share, in the second quarter but down from $100.9 million in the third quarter of 2025. Net interest income reached a record-level $275.0 million, and the board authorized a new share repurchase program of up to $200.0 million through October 31, 2027, which replaces the remaining authorization under the December 12, 2025 program. Criticized loans rose to $782.4 million at September 30, 2026, from $529.7 million a year earlier.
Net income available to common stockholders was $99.4 million, or $2.28 per diluted share, versus $80.6 million, or $1.83, in the second quarter of 2026 and $100.9 million, or $2.18, in the third quarter of 2025.
Net interest income was $275.0 million, and net interest margin was 3.44%, up 16 basis points from the second quarter of 2026.
Provision for credit losses was $17.0 million, with $14.5 million in net charge-offs; criticized loans totaled $782.4 million at September 30, 2026.
A new share repurchase program of up to $200.0 million was effective October 20, 2026, through October 31, 2027; the company repurchased $103.0 million of its stock in the third quarter.
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.
Horizon Bancorp reported unaudited third-quarter 2026 net income of $28.7 million, or $0.56 per diluted share, up from $24.9 million, or $0.49, in the second quarter and from a net loss of $222.0 million in the third quarter of 2025. Net interest income rose 11.6% from a year earlier to $65.2 million, and the company also furnished an investor presentation for its October 22, 2026 earnings call.
Net income of $28.7 million, or $0.56 per diluted share, for the quarter ended September 30, 2026, versus $24.9 million, or $0.49, in Q2 2026
Net interest income of $65.2 million, up 11.6% from $58.4 million in the year-ago quarter
Non-interest income was $11.9 million, compared with $12.0 million in Q2 2026
Earnings conference call scheduled for October 22, 2026 at 7:30 a.m. Central Time
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
Knight-Swift reported third-quarter 2026 net income attributable to the company of $118.3 million, or $0.72 per diluted share, compared with $0.05 a year earlier. Total revenue rose 14.2% to $2.2 billion, and the company expects fourth-quarter 2026 Adjusted EPS of $0.78 to $0.84. The company also lowered the top of its full-year 2026 net capital expenditure range to $600 million to $625 million from $600 million to $650 million.
GAAP net income attributable to Knight-Swift was $118.3 million, or $0.72 per diluted share, versus $0.05 in Q3 2025; Adjusted EPS was $0.83 versus $0.32.
Total revenue was $2.2 billion, up 14.2%; operating income was $178.7 million versus $50.3 million a year earlier.
Fourth-quarter 2026 Adjusted EPS is expected to range from $0.78 to $0.84.
Full-year 2026 net cash capital expenditures are now expected at $600 million to $625 million, down from $600 million to $650 million.
First Community Corporation (Nasdaq: FCCO) reported third-quarter 2026 net income of $8.044 million, or $0.85 diluted EPS, up from $5.192 million and $0.67 a year earlier. The Board also approved a $0.17 per share cash dividend payable November 17, 2026, to holders of record as of November 3, 2026, extending a streak of 99 consecutive quarterly cash dividends.
Q3 2026 net income of $8.044 million, up 54.9% year-over-year and 5.9% from the second quarter; diluted EPS of $0.85, up 26.9% year-over-year
Net income excluding after-tax merger expenses was $8.123 million, up 44.3% year-over-year
Net interest margin of 3.59% (tax equivalent), up eight basis points from the second quarter, the tenth consecutive quarter of margin expansion
Cash dividend of $0.17 per share payable November 17, 2026, to shareholders of record as of November 3, 2026
First Bancorp reported third-quarter 2026 net income of $51.3 million, or $1.24 per diluted share, up from $50.5 million, or $1.22 per share, in the prior quarter and $20.4 million, or $0.49 per share, a year earlier. Net interest income rose 3.2% from the prior quarter to $114.8 million, and net interest margin widened to 3.75%, which supports earnings for shareholders.
Net income of $51.3 million, or $1.24 diluted EPS, for the quarter ended September 30, 2026, versus $1.22 in the linked quarter
Net interest income of $114.8 million, up 3.2% from the linked quarter; net interest margin of 3.75%
Noninterest expenses of $64.0 million, including $0.5 million of merger and acquisition expenses tied to the pending Carolina Bank acquisition, scheduled to close in early 2027
Total loans of $9.1 billion and total deposits of $11.1 billion at September 30, 2026; efficiency ratio of 49.09%
EverQuote's Board approved a share repurchase program of up to $50 million of Class A common stock, with no expiration date and no obligation to buy any set amount. The company also signed a Second Amendment to its credit agreement with Western Alliance Bank that permits repurchases of up to $75 million and certain investments of up to $15 million, subject to conditions. The filing gives shareholders a clearer capital return program, though the company is not required to complete it.
Board authorized repurchases of up to $50 million of Class A common stock, announced October 21, 2026
Repurchases may be made through open market purchases, privately negotiated transactions, or Rule 10b5-1 trading plans; the program can be suspended or ended at any time
Second Amendment to the Credit Agreement, dated October 21, 2026, permits repurchases of up to $75 million and investments of up to $15 million
Earlier First Amendment, dated August 3, 2026, joined subsidiary Batnac, LLC as an Additional Borrower and Loan Party
Old Second Bancorp reported third-quarter 2026 net income of $28.9 million, or $0.56 per diluted share, up from $28.2 million, or $0.54, in the second quarter. Net interest margin rose to 5.27%, and nonperforming loans fell to $39.6 million from $56.5 million, while the company repurchased about 1.5 million shares and declared a higher quarterly dividend.
Net income was $28.9 million, or $0.56 per diluted share, versus $28.2 million, or $0.54, in the second quarter of 2026.
Net interest margin on a fully tax-equivalent basis increased four basis points to 5.27%.
Nonperforming loans totaled $39.6 million, down from $56.5 million; the provision for credit losses was $6.8 million, compared with $7.5 million.
On October 20, 2026, the board declared a cash dividend of $0.08 per share, payable November 9, 2026, to holders of record as of October 30, 2026.
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.
Texas Instruments reported third-quarter 2026 revenue of $6.06 billion, up 28% from a year earlier, and net income of $2.43 billion, up 78%. Earnings per share were $2.62, compared with $1.48 a year earlier, including a 1-cent reduction that was not in the company's original guidance. The company guided fourth-quarter revenue to $5.80 billion to $6.30 billion and earnings per share to $2.45 to $2.79.
Q3 revenue $6.06 billion, up 28% from Q3 2025; operating profit $2.87 billion, up 73%
Net income $2.43 billion; diluted EPS $2.62 versus $1.48, including a 1-cent reduction not in original guidance
Q4 2026 outlook: revenue $5.80 billion to $6.30 billion; EPS $2.45 to $2.79
Trailing 12-month free cash flow $8.4 billion; $5.8 billion returned to shareholders
CSX reported third quarter 2026 revenue of $4.02 billion, up 12% from a year earlier, with net earnings of $1.05 billion and diluted EPS of $0.57, compared with $0.37 in the prior-year quarter. The prior-year figure included a $164 million goodwill impairment; excluding it, EPS rose 30% from $0.44, and the company attributed higher revenue mainly to fuel surcharges along with higher volume and pricing. Fuel costs rose $170 million, and operating measures such as dwell time and trip plan performance worsened.
Operating income was $1.57 billion, up 44%, and operating margin was 39.1% versus 30.3%.
Total volume was 1.69 million units, up 5%, with intermodal volume up 7%.
Fuel expense rose $170 million, mostly due to a 67% increase in locomotive fuel prices.
Average dwell rose to 10.6 hours from 9.5 hours, and carload trip plan performance fell to 73% from 83%.
Pinnacle Financial Partners reported third-quarter 2026 net income available to common shareholders of $364 million, or $2.40 per diluted share, up from $2.19 in the year-earlier quarter and $2.07 in the second quarter. Excluding merger-related expenses, investment securities losses and certain other items, adjusted diluted EPS was $2.69, compared with $2.27 a year earlier. Year-over-year comparisons are heavily affected by the merger with Synovus, which closed on January 1, 2026.
Net income available to common shareholders was $364 million in third quarter 2026, versus $169 million in third quarter 2025.
Diluted EPS was $2.40 versus $2.19 in 3Q25 and $2.07 in 2Q26; adjusted diluted EPS was $2.69 versus $2.27 in 3Q25.
Net interest margin was 3.40%, down 4 basis points from the prior quarter; period-end loans were $89.8 billion and deposits were $103 billion.
Provision for credit losses was $86 million; the net charge-off ratio was 0.23% versus 0.22% in the second quarter.
Fidelity D & D Bancorp reported third-quarter 2026 net income of $8.9 million, or $1.53 per diluted share, up from $7.3 million, or $1.27 per diluted share, a year earlier. Higher net interest income drove the increase, and nine-month net income rose 20% to $24.2 million, or $4.16 per diluted share, for shareholders.
Q3 2026 net income $8.9 million, or $1.53 per diluted share, versus $7.3 million, or $1.27, in Q3 2025
Net interest income rose $3.4 million, or 18%, to $21.8 million; FTE net interest margin was 3.30% versus 2.95%
Non-interest expense rose $1.5 million, or 10%, to $16.1 million; loan loss provision was $1.1 million
Nine-month net income was $24.2 million, or $4.16 per diluted share, versus $20.3 million, or $3.50, a year earlier
Southern Copper reported third-quarter 2026 net sales of $4,696.6 million, up 39.1% from a year earlier and a new quarterly record, with net income attributable to the company of $1,801.8 million, up 62.7%. The board also authorized a quarterly cash dividend of $1.30 per share plus a stock dividend, payable November 19, 2026, which matters to shareholders as a direct return of the higher earnings.
Q3 2026 net sales $4,696.6 million vs. $3,377.3 million in Q3 2025; income per share $2.15 vs. $1.32
Q3 2026 adjusted EBITDA $3,040.2 million, up 53.9%; copper production down 1.1% quarter-on-quarter to 232,396 tonnes
Quarterly cash dividend of $1.30 per share and stock dividend of 0.0106 shares, payable November 19, 2026 to holders of record on November 3, 2026
HomeTrust Bancshares reported third-quarter 2026 net income of $18.0 million, or $1.11 per diluted share, up from $15.6 million, or $0.94 per share, in the prior quarter. The Board also declared a quarterly cash dividend of $0.15 per share, and the company said it repurchased 923,897 shares during the quarter while its pending acquisition of Blue Ridge Bankshares continues toward a planned early 2027 close.
Net income of $18.0 million and diluted EPS of $1.11 for the quarter ended September 30, 2026, versus $15.6 million and $0.94 for the quarter ended June 30, 2026
Net interest margin rose to 4.46% from 4.41%, and net interest income increased $1.2 million quarter over quarter
Quarterly dividend of $0.15 per share payable November 25, 2026, to holders of record on November 12, 2026
Merger-related expense of $904,000 in the quarter tied to the pending Blue Ridge Bankshares acquisition, which is expected to close early in the first quarter of 2027
INmune Bio said it submitted its final pre-Marketing Authorisation Application package for Ebstrocel to the UK MHRA on October 20, 2026, and revised its plan to a full application in February 2027, with potential UK approval in mid-2027, subject to MHRA review. It also signed a Master Services Agreement with Uniphar Durbin Ireland Limited to support international access and distribution, starting with named-patient access in selected European countries and the Middle East and North Africa. The filing does not disclose any financial terms of the Uniphar agreement or any revenue expectations.
Final pre-MAA package submitted to the UK MHRA on October 20, 2026; full MAA submission targeted for early February 2027
Company believes the revised approach could bring potential UK approval forward by approximately six weeks; MHRA response expected three to six months after submission
U.S. Biologics License Application planned for the second quarter of 2027, subject to FDA feedback from a Type B meeting request
Uniphar agreement initially targets named-patient access in selected European countries and MENA; no financial terms disclosed
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