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).
Inflection Point Acquisition Corp. VI amended its June 8, 2026 Business Combination Agreement with Quantum Space, LLC on October 22, 2026. The amendment changes the planned listing of the combined company's Class A-1 common stock and warrants from Nasdaq to the New York Stock Exchange and changes how post-closing board size is set. Shareholders should note that the closing remains subject to the terms of the agreement and the shareholder approval described in the filing.
Parties intend to list PubCo Class A-1 Common Stock and PubCo Warrants on the NYSE instead of Nasdaq
Fixed seven-director board composition replaced by a number set by Quantum Space with Inflection Point approval, not to be unreasonably withheld
Annex 3.03(a) (Capitalization Table) to the Company Disclosure Letter replaced in its entirety
Original Business Combination Agreement dated June 8, 2026; amendment dated October 22, 2026
Lunai Bioworks received a Nasdaq determination that it no longer meets the $2,500,000 minimum stockholders' equity requirement, citing a stockholders' deficit of $(9,024,946). The company's board approved voluntary withdrawal of its common stock from Nasdaq and from registration under the Exchange Act, and it will not request a hearing. Trading on Nasdaq is expected to be suspended on October 30, 2026, and shareholders may have no over-the-counter quotation or trading market after that.
Stockholders' deficit of $(9,024,946) in the fiscal year ended June 30, 2026 10-K, versus the $2,500,000 minimum
Nasdaq trading expected to be suspended at the opening of business on October 30, 2026, unless a hearing is requested by October 28, 2026; the company does not intend to request one
Form 25 expected on or about November 2, 2026, with delisting effective on or about November 12, 2026
Chief Financial Officer Nathen Fuentes resigned effective October 22, 2026, with no successor appointed; the company does not intend to quote its stock over the counter
BranchOut Food reported preliminary third-quarter 2026 revenue of about $1 million, which it attributed to customer delivery timing, and forecast record fourth-quarter revenue of $6 million to $7 million. The same day, it announced an underwritten public offering of common stock, with all shares sold by the company, which would increase the share count for existing shareholders.
Q3 2026 revenue approximately $1 million, including about $420,000 of warehouse club shipments that moved into early October
Q4 2026 revenue expected at $6 million to $7 million, up 50% to 75% year over year; full-year 2026 revenue expected at $14 million to $15 million
Underwritten offering of common stock led by Lake Street Capital Markets; underwriters have a 30-day option to buy up to an additional 15% of shares
Net proceeds intended for working capital and general corporate purposes; offering subject to market conditions and may not be completed
Advasa Holdings said its largest stockholder, Asamitsu Kosugi, intends to surrender 97,413,140 common shares to the company for no consideration, about 20% of outstanding stock. The shares would be cancelled, reducing the share count by roughly 20%, but the transaction is not complete and depends on documentation, corporate approvals and transfer agent procedures.
Mr. Kosugi, the largest stockholder, intends to surrender 97,413,140 shares for no consideration.
The shares represent approximately 20% of total outstanding common stock as of the report date.
Completion is subject to documentation, corporate approvals and transfer agent procedures; no timing was given.
Disc Medicine sold 6,000,000 common shares at $75.00 each, for expected gross proceeds of $450 million, and the offering closed October 22, 2026. The company expects net proceeds of about $422.4 million, which existing shareholders will share with the new investors through dilution, and it says its cash is sufficient into 2030.
Priced 6,000,000 shares at $75.00 per share; expected gross proceeds of $450 million before costs.
Underwriters hold a 30-day option for 900,000 more shares; with full exercise, net proceeds would be about $485.9 million.
Preliminary unaudited cash, cash equivalents and marketable securities were about $682.8 million as of September 30, 2026.
Proceeds are intended for clinical development, bitopertin commercialization for EPP and XLP, and general corporate purposes.
XCF Global completed its all-stock business combination with Southern Energy Renewables and DevvStream on October 16, 2026, and both companies are now wholly owned subsidiaries. The company also updated its 2027 outlook and changed its finance leadership, with director Wray Thorn named President and Chief Financial Officer effective October 19, 2026. Former Southern and DevvStream equity holders now hold about 20.0% and 10.43%, respectively, of XCF's common stock.
Business combination completed October 16, 2026; Nasdaq ticker SAFX is unchanged
Former Southern and DevvStream holders hold about 20.0% and 10.43% of XCF common stock
2027 outlook: gross product sales of $650 million to $700 million, net revenue of $120 million to $130 million, EBITDA of $70 million to $75 million
Wray Thorn appointed President and CFO effective October 19, 2026; Harvey Schnitzer stepped down as CFO and became Director of Integration
Atlantic American Corporation received a Nasdaq Staff Delisting Determination on October 16, 2026, because it had not filed its 2025 Form 10-K and two 2026 Forms 10-Q by the October 12, 2026 deadline. The company filed the 2025 10-K on October 16 and plans to request a Nasdaq Hearings Panel appeal by October 23, 2026, which would temporarily stay suspension of its stock.
Nasdaq Staff Determination received October 16, 2026 under Listing Rule 5250(c)(1)
2025 Form 10-K filed October 16, 2026; 10-Qs for quarters ended March 31 and June 30, 2026 remain unfiled
Hearing request due by October 23, 2026; hearings typically 30 to 45 days after request
Request automatically stays suspension for 15 days; no assurance of an extended stay
Kilroy Realty reported third quarter 2026 revenue of $271.6 million, down from $279.7 million a year earlier, and net income available to common stockholders of $15.5 million, or $0.13 per diluted share, versus $156.2 million, or $1.31, a year earlier. The company narrowed its full-year 2026 FFO per diluted share guidance to $3.55 to $3.59 from $3.49 to $3.63, while signing about 815,000 square feet of leases in the quarter.
Q3 2026 FFO was $104.6 million, or $0.88 per diluted share, versus $130.6 million, or $1.08, in Q3 2025.
Stabilized portfolio occupancy was 76.9% at September 30, 2026, versus 81.0% a year earlier; leased percentage was 83.0%.
Full-year 2026 FFO guidance: $3.55 to $3.59 per diluted share, compared with $3.49 to $3.63 previously.
The company repaid $200.0 million of 4.350% senior notes in July and declared a $0.54 per share quarterly dividend.
RingCentral reported third-quarter 2026 results for the quarter ended September 30, 2026, with total revenue up 5.9% to $676 million and non-GAAP EPS of $1.33 versus $1.13 a year earlier. The company raised its full-year 2026 outlook for revenue, non-GAAP operating margin, non-GAAP EPS and free cash flow. Its GAAP diluted EPS of $6.50 was driven largely by a discrete $544.9 million income tax benefit from a valuation allowance release, which the company excluded when showing EPS of $0.28.
Total revenue $676 million, up 5.9% from $639 million; subscriptions revenue $653 million, up 6.0%
GAAP diluted EPS $6.50 vs $0.19; excluding the valuation allowance release, $0.28, up 47.4%
Non-GAAP EPS $1.33 vs $1.13; full-year 2026 non-GAAP EPS raised to $5.07 to $5.12
Full-year 2026 free cash flow guidance raised to $620 million to $630 million; quarterly dividend of $0.125 per share payable November 20, 2026
Customers Bancorp reported unaudited third-quarter 2026 net income available to common shareholders of $78.4 million, or $2.25 per diluted share, up from $2.20 a year earlier and $2.05 in the prior quarter. The company also updated its full-year 2026 guidance, including net interest income of $805 million to $810 million and non-interest expense of $460 million to $465 million, which shareholders can compare against future results.
Q3 2026 net income available to common shareholders was $78.4 million, or $2.25 per diluted share, versus $73.7 million and $2.20 per diluted share in Q3 2025
Efficiency ratio improved to 47.2% in Q3 2026 from 50.6% in Q2 2026; net interest margin rose to 3.19% from 3.17%
Full-year 2026 guidance: loans up 12% or more, deposits up 9% or more, net interest income $805 million to $810 million, non-interest expense $460 million to $465 million, tax rate 22% to 23%
Total deposits reached a period-end record $22.6 billion at September 30, 2026, up 10.6% from a year earlier
Sallie Mae (SLM) reported a third-quarter 2026 GAAP net loss of $0.19 per diluted share, compared with earnings of $0.63 a year earlier, as provisions and expenses rose alongside record private education loan originations of $3.4 billion. The company cut its full-year 2026 diluted EPS guidance to $1.95-$2.05 from $3.10-$3.20 and raised its net charge-offs forecast to $400-$420 million from $365-$385 million, a change that weighs on shareholder earnings expectations.
Q3 2026 GAAP net loss per diluted share of $0.19 versus $0.63 in Q3 2025; net loss of $32 million
Full-year 2026 diluted EPS guidance lowered to $1.95-$2.05 from $3.10-$3.20
Full-year net charge-offs guidance raised to $400-$420 million from $365-$385 million
Q3 net charge-offs of $90 million, up from the year-ago quarter, and $132.2 million of share repurchases in the quarter
Amerant Bancorp reported third quarter 2026 net income of $25.7 million, or $0.65 per diluted share, up from $21.0 million, or $0.53, in the second quarter, with net interest income up 9.6% to $90.5 million. The Board also raised the available share repurchase amount to $50 million from about $3 million and extended the program to December 31, 2027, while declaring a $0.09 per share dividend.
Net income attributable to the company was $25.7 million, or $0.65 per diluted share, versus $21.0 million, or $0.53, in Q2 2026.
Net interest margin was 3.77%, compared with 3.52% in Q2 2026. The company cited $1.6 million in interest from repayments of loans previously in nonaccrual status.
Non-performing assets fell to $159.5 million from $186.6 million.
The Board raised the repurchase amount to $50 million and extended the program to December 31, 2027. The $0.09 dividend is payable November 27, 2026, to holders of record on November 13, 2026.
South Plains Financial reported third-quarter 2026 net income of $20.8 million, or $1.06 diluted earnings per share, up from $19.0 million, or $0.96 per share, in the second quarter of 2026 and from $16.3 million, or $0.96 per share, in the third quarter of 2025. The company also declared a quarterly cash dividend of $0.19 per share and said Chairman and CEO Curtis Griffith will retire as CEO at the end of 2026, with President Cory Newsom named as his successor. Shareholders get higher reported earnings and a leadership transition in the same release.
Net income was $20.8 million for Q3 2026, compared with $19.0 million in Q2 2026 and $16.3 million in Q3 2025.
Diluted EPS was $1.06, compared with $0.96 in Q2 2026 and $0.96 in Q3 2025.
Quarterly cash dividend of $0.19 per share, payable November 16, 2026, to holders of record as of November 2, 2026.
Curtis Griffith plans to retire as CEO at the end of 2026; Cory Newsom was appointed as his successor and Griffith will remain Chairman.
Hilltop Holdings reported third-quarter 2026 income attributable to common stockholders of $24.9 million, or $0.44 per diluted share, down from $45.8 million, or $0.74 per share, a year earlier. The company said economic conditions will continue to have an adverse impact on its operating results for the rest of 2026, and its board declared a $0.22 quarterly dividend.
Q3 2026 diluted EPS was $0.44, versus $0.63 in Q2 2026 and $0.74 in Q3 2025
Noninterest income fell 14.1% year over year to $187.1 million; provision for credit losses was $10.2 million
Quarterly dividend of $0.22 per share is payable November 20, 2026, to holders of record on November 6, 2026
Company repurchased 512,075 shares for $20.0 million in Q3 and has about $86 million of repurchase capacity left through January 2027
Shuttle Pharmaceuticals Holdings dismissed Forvis Mazars, LLP as its independent registered public accounting firm, effective after the filing of its Form 10-Q for the quarter ended September 30, 2026. The filing says the company has not yet engaged a replacement, and it cites multiple previously disclosed material weaknesses in internal control over financial reporting, which the company says were discussed with Forvis Mazars.
Audit Committee and full Board approved the dismissal of Forvis Mazars on October 16, 2026.
Forvis Mazars's reports for fiscal 2025 and 2024 included an explanatory paragraph on substantial doubt about the company's ability to continue as a going concern.
The company reports four material weaknesses, including limited accounting policies, insufficient review and segregation of duties, and information technology general control findings.
No successor auditor had been engaged as of the filing date; Forvis Mazars's letter is dated October 21, 2026 and filed as Exhibit 16.1.
Mueller Water Products' board raised its quarterly dividend 14.3%, to $0.080 per share from $0.070, and authorized an additional $300 million for stock repurchases. About $334.5 million is now available under the expanded program. The moves return more capital to shareholders, and the company said it gives it flexibility to repurchase shares when it believes they are undervalued.
Quarterly dividend of $0.080 per share, up 14.3% from $0.070, payable November 19, 2026, to holders of record on November 9, 2026
Board added $300 million to the existing repurchase program, bringing available authorization to about $334.5 million
Company repurchased $30.5 million of common stock in fiscal 2026, including $15.0 million in the quarter ended September 30, 2026
Rexford Industrial reported third quarter 2026 net income attributable to common stockholders of $14.6 million, or $0.07 per diluted share, versus $87.1 million, or $0.37, a year earlier, including $71.8 million of impairments. Company share of Core FFO was $0.60 per diluted share, flat year over year, and the company raised its 2026 Core FFO guidance to $2.41-$2.44 from $2.38-$2.43, while its 2026 net loss per share guidance widened to ($1.55)-($1.52) from ($1.32)-($1.27).
Q3 2026 net income attributable to common stockholders was $14.6 million, or $0.07 per diluted share, compared with $87.1 million, or $0.37, in Q3 2025.
Company share of Core FFO was $0.60 per diluted share, consistent with the prior year quarter.
2026 Core FFO guidance raised to $2.41-$2.44 per diluted share from $2.38-$2.43; net loss per share guidance widened to ($1.55)-($1.52).
Same Property Portfolio ending occupancy was 96.9% at September 30, 2026, up 200 basis points from June 30, 2026; the company repurchased 10.9 million shares for $408.7 million in the quarter.
On October 19, 2026, shareholders approved amending the company's charter and trust agreement to let it extend its deadline to complete a business combination from October 25, 2026 to October 25, 2027, in monthly steps of up to twelve. Holders of 5,725,962 public Class A shares elected to redeem them at approximately $11.03 per share, and the filing says the sponsor must deposit funds into the trust for each extension.
Extension proposal approved with 7,721,514 votes for and 199,595 against; the company's record date was September 25, 2026.
5,725,962 public Class A shares were redeemed at approximately $11.03 per share, as of October 15, 2026.
For each one-month extension, $0.03 per remaining public share is deposited into the trust account, up to $60,000.
Sponsor ST Sponsor II Limited converted 1,464,999 Class B shares to Class A; 4,579,037 Class A shares are outstanding.
Dream Finders Homes is offering to exchange any and all of Beazer Homes' 7.500% notes due 2031 ($250 million) and 8.000% notes due 2032 ($400 million) for new Dream Finders notes, following its October 20, 2026 completion of the Beazer acquisition. The offer also asks noteholders to consent to amendments that would eliminate substantially all restrictive covenants and events of default on the Beazer notes, which the company says is meant to simplify its capital structure.
Exchange offers cover $250 million of 2031 Beazer Notes and $400 million of 2032 Beazer Notes, open to eligible holders only.
Holders who tender by 5:00 p.m. New York time on November 4, 2026 receive $1,000 principal of new Dream Finders notes plus $1.00 cash per $1,000, including a $50 early participation premium.
Tenders after November 4 and through the November 20, 2026 expiration date receive $950 principal of new notes plus $1.00 cash per $1,000.
Consents would remove substantially all restrictive covenants and events of default from the Beazer notes and indentures.
Boston Beer reported third-quarter 2026 net revenue of $520.1 million, down 3.2%, and GAAP diluted EPS of $4.21, compared with $4.25 a year earlier. It raised the low end of its full-year 2026 non-GAAP EPS guidance to $9.00 to $10.50, while now expecting depletions to fall by mid-single digits, a weaker volume outlook than before. Year-to-date results include a $194.5 million supplier dispute litigation expense, which the company says it intends to contest on appeal.
Q3 net revenue $520.1 million, down 3.2%; depletions down 5% and shipments down 4.9%
Q3 GAAP diluted EPS $4.21 vs. $4.25 a year earlier; non-GAAP EPS $4.37, excluding $0.16 per share of litigation expense
Full-year 2026 non-GAAP EPS guidance $9.00 to $10.50, up from $8.50 to $10.50; depletions now expected down mid-single digits
Year-to-date GAAP diluted loss of $4.87 per share; cash of $308.1 million and no debt as of September 26, 2026
GBank Financial Holdings Inc. said Edward Nigro resigned as Executive Chairman and Chief Executive Officer effective October 22, 2026, as part of a previously approved leadership succession. Jeffrey Newgard, previously President and CEO of GBank, took over as President and CEO of the company and was appointed a director, and Nigro remains a director. The change in top leadership is a significant governance event, and the terms of Newgard's employment agreement have not yet been finalized.
Nigro resigned as Executive Chairman and CEO of the company, and as Executive Chairman and director of GBank, effective October 22, 2026; he will remain a director of the company.
Newgard, age 55, was appointed President, CEO and director of the company; he was previously Chairman, President and CEO of Bank of Idaho from July 2015.
Nigro's separation agreement provides $425,000 annualized from the separation date through the term end date, a pro-rated bonus, 18 months of COBRA premiums, and legal fees up to $10,000.
The company intends to enter a new employment agreement with Newgard, with terms to be disclosed in an amendment to this 8-K.
Nasdaq told ARC Group Acquisition I Corp that its warrants were out of compliance because their aggregate market value was below $1 million, and granted an extension to regain compliance by February 23, 2027. If the company does not meet the terms by that date, Nasdaq will notify it that its securities will be delisted, and the company may appeal to a Listing Qualifications Panel. The company says it expects to complete its previously announced business combination before that deadline.
Warrants' aggregate market value fell below the $1 million Nasdaq minimum under Listing Rule 5452(b)(C)
Company submitted its plan to regain compliance on October 12, 2026
Nasdaq granted an extension to regain compliance until February 23, 2027
Company expects to complete its previously announced business combination before February 23, 2027
Selective Insurance Group reported third-quarter 2026 net income of $2.11 per diluted share, up from $1.85 a year earlier, and non-GAAP operating income of $2.37 per share, up from $1.75. Net premiums written fell 7% to $1,122.8 million, and the company raised its 2026 after-tax net investment income outlook to $490 million from $480 million. The board also raised the quarterly dividend 12% to $0.48 per share and authorized a new $200 million share repurchase program.
Net income per diluted share was $2.11 versus $1.85 a year ago; non-GAAP operating income per share was $2.37 versus $1.75.
GAAP combined ratio improved to 96.8% from 98.6%, with no prior year casualty reserve development in the quarter.
Net premiums written fell 7% to $1,122.8 million, driven by an 8% decrease in Standard Commercial Lines.
Quarterly dividend rose to $0.48 per share, payable December 1, 2026; the new $200 million buyback adds to $53 million remaining under the existing authorization.
Five Point Holdings reported third-quarter 2026 revenue of $14.6 million, up from $13.5 million a year earlier, but posted a consolidated net loss of $4.4 million compared with net income of $55.7 million in the prior-year quarter. The company revised its full-year 2026 guidance to approximately $20 million of consolidated net income, citing a likely deferral of land sales previously expected to close in 2026.
Q3 2026 revenue was $14.6 million, up from $13.5 million in Q3 2025; consolidated net loss was $4.4 million versus net income of $55.7 million a year earlier.
Net loss attributable to the company was $2.6 million, or $0.04 per diluted share, compared with net income of $21.1 million, or $0.28 per diluted share, in Q3 2025.
Full-year 2026 guidance was revised to approximately $20 million of consolidated net income; the company said it will likely defer certain land sales previously expected to close in 2026.
Cash and cash equivalents were $358.7 million and total liquidity was $576.2 million as of September 30, 2026.
The FDA lifted the clinical hold on the Investigational New Drug application for Aardvark's ARD-101 for hyperphagia in Prader-Willi Syndrome, and Aardvark said clinical development may resume. Resumption still depends on further engagement with the FDA on the Phase 3 trial design, and the company describes the Phase 3 HERO trial and its open-label extension as terminated.
FDA lifted the clinical hold on the ARD-101 IND, following a hold placed in May 2026 on the HERO and OLE trials
Dosing in the HERO trial was voluntarily paused on February 27, 2026 after reversible ECG changes in a separate healthy-volunteer study
A recent ECG study observed no cardiac events at ARD-101 doses of 200 mg and 400 mg twice daily
Aardvark will host a webcast on October 23, 2026 at 8:00 a.m. ET to review exploratory Phase 3 HERO and OLE data
Columbia Banking System reported third quarter 2026 net income of $220 million, or $0.78 per diluted share, up from $208 million and $0.73 in the second quarter and from $0.40 a year earlier. The Board authorized a new $1.2 billion share repurchase program with no expiration date after the previous plan was completed.
Net income was $220 million and diluted EPS was $0.78, compared with $0.73 in Q2 2026 and $0.40 in Q3 2025.
Operating diluted EPS, a non-GAAP measure, was $0.82, up from $0.76 in Q2 2026 but down from $0.85 in Q3 2025.
Net interest margin was 4.11%, up 18 basis points from Q2 2026.
The Board authorized a new buyback of up to $1.2 billion; the prior plan was completed, with 23.3 million shares repurchased since November 2025.
Chemung Financial reported third quarter 2026 net income of $12.7 million, or $2.63 per share, up from $8.8 million, or $1.82 per share, in the second quarter and $7.8 million, or $1.62 per share, in the third quarter of 2025. The filing attributes part of the gain to a $2.9 million partial recovery on a commercial loan participation received in connection with a litigation settlement, and the bank completed its conversion to a national bank charter effective October 1, 2026.
Third quarter 2026 net income was $12.7 million, or $2.63 per share, versus $8.8 million, or $1.82 per share, in the prior quarter.
Net interest income was $25.7 million, up $3.0 million, or 13.2%, from the third quarter of 2025.
Provision for credit losses was a credit of $2.6 million, reflecting a $2.9 million partial loan recovery tied to a legal settlement.
Chemung Canal Trust Company became Chemung Canal Trust Company, National Association effective October 1, 2026.
Kinsale Capital Group's Chief Financial Officer, Bryan P. Petrucelli, will retire from his executive role effective March 2, 2027, and was elected to the Board of Directors on October 22, 2026. Christopher R. Tangard, the company's current Senior Vice President and Chief Accounting Officer, will succeed him as Chief Financial Officer and Treasurer on the same date.
Petrucelli elected to the Board effective October 22, 2026; board size increased from nine to ten members
Petrucelli retires as Executive Vice President, CFO and Treasurer effective March 2, 2027
Tangard, Chief Accounting Officer since March 2024 and at Kinsale since June 2019, becomes CFO and Treasurer on March 2, 2027
Carpenter Technology reported first quarter fiscal 2027 results on October 22, 2026. Operating income rose to $196.4 million from $153.3 million a year earlier, and diluted earnings per share were $3.25 versus $2.43, with net sales of $798.2 million compared with $733.7 million. The company also set a fiscal 2027 operating income outlook of $850 million to $880 million and authorized a new $1.0 billion share repurchase program.
Operating income of $196.4 million vs. $153.3 million a year earlier; diluted EPS of $3.25 vs. $2.43
Net sales of $798.2 million, down from $851.0 million in Q4 FY26 but up from $733.7 million in Q1 FY26
FY27 operating income outlook of $850 million to $880 million; Q2 FY27 SAO operating income expected at $214 million to $218 million
Repurchased $133.9 million of stock in the quarter and authorized a new $1.0 billion program; free cash flow was negative $24.8 million
NET Power's subsidiary and Saulsbury Industries agreed on October 16, 2026 to extend the deadline for the full notice to proceed and the Mobilization Payment under their engineering and construction contract from October 15, 2026 to March 31, 2027. The $3.5 million termination payment is deferred, but only if the parties sign a Fourth Amendment and a limited notice to proceed and make the required payments by November 15, 2026. The filing says the company has no committed project financing, and shareholders face the risk that the payment becomes due if these conditions are not met.
Extension Agreement dated effective October 15, 2026 moves the FNTP and Mobilization Payment deadline to March 31, 2027.
The $3.5 million Termination Payment is deferred if the Fourth Amendment and LNTP are executed and the LNTP payments are made by November 15, 2026.
If those conditions are not met, the Termination Payment is due within ten days after Saulsbury's written demand and invoice.
The filing states there is no committed equipment or project-level financing, customer funding or partner capital, other than a cost reimbursement arrangement subject to approval and an aggregate cap.
Comfort Systems USA reported third-quarter 2026 net income of $489.0 million, or $13.91 per diluted share, up from $291.6 million, or $8.25, a year earlier, on revenue of $3.77 billion versus $2.45 billion. The company also declared a quarterly dividend of $1.00 per share, up $0.10, payable November 23, 2026 to holders of record on November 12, 2026.
Q3 2026 net income $489.0 million, or $13.91 per diluted share, versus $291.6 million, or $8.25, in Q3 2025
Q3 2026 revenue $3.77 billion versus $2.45 billion; backlog $17.81 billion at September 30, 2026, versus $14.06 billion at June 30, 2026
Quarterly dividend raised to $1.00 per share from $0.90, payable November 23, 2026 to holders of record November 12, 2026
Earnings webcast and conference call scheduled for Friday, October 23, 2026 at 10:00 a.m. Central Time
Deckers reported fiscal second-quarter 2027 net sales up 3.5% to $1.481 billion and diluted EPS up 27% to $2.31, which included a $0.28 benefit from IEEPA tariff net refunds. The company now expects full-year fiscal 2027 diluted EPS of $7.80 to $7.95, including an approximate $0.52 tariff refund benefit, and it also appointed Rati Sahi Levesque to its board effective December 1, 2026, replacing retiring director Lauri Shanahan.
Net sales rose 3.5% to $1.481 billion: HOKA up 6.8%, UGG up 3.5%, direct-to-consumer down 1.8%.
Diluted EPS was $2.31 versus $1.82, including the $0.28 tariff refund benefit from $46.0 million in refunds plus $3.0 million of interest.
Full-year fiscal 2027 net sales are now expected at $5.700 billion to $5.725 billion, with operating margin of about 23%.
The company repurchased $299.3 million of stock in the quarter and had about $4.4 billion left under its repurchase authorization.
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
MaxLinear reported unaudited third-quarter 2026 revenue of $218.1 million, up 72% from a year earlier, and GAAP net income of $28.9 million, compared with a net loss of $45.5 million a year earlier. The company also expanded its senior secured revolving credit facility by $70 million to $200 million and gave Q4 2026 revenue guidance of $240 million to $260 million, which would be above the Q3 level.
Q3 2026 net revenue $218.1 million, up 29% from Q2 2026 and up 72% year over year; GAAP diluted EPS $0.30 versus $(0.52) a year earlier
Non-GAAP diluted EPS $0.62 for Q3 2026, versus $0.14 a year earlier
Q4 2026 revenue guidance $240 million to $260 million; GAAP gross margin 58.0% to 61.0%
Revolving facility commitments increased by $70 million to $200 million under Amendment No. 3 dated October 16, 2026; liquidity covenant threshold lowered from $80 million to $60 million
Nasdaq notified Globa Terra Acquisition Corp on October 16, 2026, that it has not completed a business combination within the required timeframe, and has begun procedures to delist its securities. The company intends to request a hearing before a Nasdaq Hearing Panel, which would keep its shares listed while the appeal is pending, but there is no assurance the appeal will succeed.
Nasdaq Staff Determination received October 16, 2026, citing failure to complete a business combination within the required timeframe under IM-5101-2(b)
Hearing request deadline is 4:00 p.m. Eastern Time on October 23, 2026
If no hearing is requested, trading suspension begins at the opening of business on October 27, 2026
The company is seeking a shareholder extension of its deadline to July 9, 2027
Newmont reported third quarter 2026 results, with adjusted net income of $2.3 billion, or $2.20 per diluted share, up 3% from the prior quarter, and net income of $2.5 billion. The company said it remains on track for its full-year 2026 gold production guidance of 5.3 million attributable ounces and improved its full-year cost guidance, while free cash flow of $1.9 billion fell 13% from the prior quarter. For shareholders, the filing also shows $1.9 billion returned through dividends and buybacks since the last earnings call.
Adjusted net income was $2.3 billion, or $2.20 per diluted share; net income was $2.5 billion, or $2.35 per diluted share.
Full-year 2026 gold by-product CAS guidance improved to $925 per ounce and AISC to $1,520 per ounce, with production guidance of 5.3 million ounces unchanged.
Free cash flow was $1.9 billion, down 13% from the prior quarter; $2.8 billion remains under the current $6.0 billion buyback authorization.
A dividend of $0.26 per share was declared, payable December 21, 2026 to holders of record on November 25, 2026.
Comfort Systems USA said Chief Financial Officer Bill George will retire after the filing of its 2026 Form 10-K, and Chief Accounting Officer Julie Shaeff will succeed him as Executive Vice President and Chief Financial Officer. The filing says George's decision was not the result of any disagreement with the company, and his restricted stock unit awards will continue to vest. The change is a planned succession, and no changes to Shaeff's compensation have been determined yet.
Bill George, EVP and CFO, notified the company on October 16, 2026 of his intention to retire, effective after the 2026 Form 10-K is filed
Julie Shaeff, SVP and Chief Accounting Officer, will become EVP and CFO on the same transition date
George's time-based and performance-based RSU awards will remain outstanding and continue to vest under their terms
Compensation changes for Shaeff have not been determined; the company will file an amendment within four business days of any decision
AppFolio reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $296 million, up 19% year over year, and net income of $46 million, or $1.29 per diluted share, compared with $34 million, or $0.93, a year earlier. The company raised its full-year 2026 revenue range to $1.122 billion to $1.127 billion, which gives shareholders a higher revenue outlook while profit measures improved.
Q3 2026 revenue was $296 million, up 19% year over year from $249 million.
GAAP operating income rose 64% to $57 million; non-GAAP operating income rose 38% to $81 million.
Full-year 2026 revenue range raised to $1.122 billion to $1.127 billion; non-GAAP operating margin range is 26.5% to 27.5%.
Management and the company's CEO, Shane Trigg, said the results reflect new and existing customers adopting its platform.
Data I/O completed its acquisition of V-TEK, Inc. and A&J Programming, Inc. on October 20, 2026, for $23.0 million, paid as $20.0 million in cash and $3.0 million in common stock. The company funded part of the deal with a private placement of about $13.25 million, including $11.25 million of convertible notes that carry a 5.0% interest rate, rising one percentage point each year, and that can convert into common or preferred stock, which could dilute existing shareholders. The company says the acquisition is expected to double its revenue, but the filing does not include financial results to support that claim.
Acquisition of V-TEK, Inc. and A&J Programming, Inc. completed October 20, 2026, for $23.0 million: $20.0 million cash and $3.0 million in stock at $2.68 per share, with $1.3 million placed in escrow
Private placement closed October 20, 2026: about $13.25 million, including 746,266 common shares and about $11.25 million of convertible notes maturing October 20, 2031
Notes carry 5.0% interest paid in cash; default interest rate rises to 18% per annum, and an 8% rate applies if a shareholder meeting is not held by the deadline
At a virtual special meeting on October 20, 2026, Northrim BanCorp shareholders approved issuing Northrim common stock as merger consideration to PBCO Financial Corporation shareholders. PBCO's shareholders also approved the merger agreement at their own meeting that day. Completion still requires regulatory approvals and other customary closing conditions, and the companies anticipate closing on or about January 1, 2027.
Shareholder vote: 15,748,028 for, 213,530 against, 42,746 abstained, and 0 broker non-votes.
Shares present: 16,004,304, or 72%, of the 22,244,766 shares outstanding and entitled to vote.
PBCO shareholders approved the merger agreement at a special meeting also held on October 20, 2026.
Companies anticipate the transaction to close on or about January 1, 2027, subject to regulatory approvals and remaining closing conditions.
XTI Aerospace said preliminary unaudited third-quarter 2026 revenue was $35.3 million, in line with its 2026 revenue outlook of $125 million to $130 million, and about 9% higher than the second quarter. The company also said it must still address near-term liquidity needs, including restructuring its acquisition-related notes and obtaining a waiver of cross-defaults under its asset-based credit facility, which shareholders should weigh against the revenue figure.
Preliminary Q3 2026 revenue (quarter ended September 30, 2026): $35.3 million, subject to closing procedures and audit review
Sequential revenue increase of about 9% from the second quarter of 2026; 2026 revenue outlook is $125 million to $130 million
Waiver of existing cross-defaults under the asset-based credit facility and restructuring of acquisition-related notes must occur before the limited waiver period expires, no later than December 31, 2026
Filing cites substantial doubt about the company's ability to continue as a going concern
SL Green reported third-quarter 2026 net income attributable to common stockholders of $72.2 million, or $1.01 per diluted share, up from $24.9 million, or $0.34, a year earlier, and FFO of $1.59 per share versus $1.58. The company raised its 2026 FFO guidance to $6.50-$6.70 per share from $5.60-$5.90 and its net income guidance to $0.40-$0.60 per share from $0.20-$0.50, but the nine-month net loss to common stockholders was $38.7 million, or $0.56 per share.
Q3 2026 net income to common stockholders was $72.2 million, or $1.01 per diluted share, versus $24.9 million, or $0.34, in Q3 2025.
Q3 2026 FFO was $1.59 per share, compared with $1.58 per share in Q3 2025.
2026 FFO guidance raised to $6.50-$6.70 per share from $5.60-$5.90; net income guidance raised to $0.40-$0.60 per share from $0.20-$0.50.
The FFO guidance raise reflects $1.10 per share of incremental income from the sale of a 20% joint venture interest in an entity related to food and beverage hospitality, offset by $0.25 per share from the higher interest rate environment.
Heritage Financial Corporation reported third quarter 2026 net income of $18.7 million, or $0.46 per diluted share, up from $17.5 million, or $0.42, in the second quarter but down from $19.2 million in the third quarter of 2025. Adjusted diluted EPS was $0.55, versus $0.57 in the prior quarter, and the company declared a $0.25 quarterly dividend and approved a new buyback of up to about 2.0 million shares.
Net interest margin rose to 4.05% from 3.99% in the second quarter; net interest income increased $2.4 million, or 3.3%.
Merger-related expenses were $5.2 million in the third quarter, down from $7.5 million in the second quarter, tied to the Kitsap Bank customer conversion.
Quarterly cash dividend of $0.25 per share is payable November 18, 2026, to holders of record on November 4, 2026.
New repurchase program authorizes up to 5% of outstanding shares, or about 2.0 million shares, superseding a prior program that was substantially completed in the third quarter.
MarketAxess said the US Department of Justice and Federal Trade Commission granted early termination of the Hart-Scott-Rodino waiting period, effective October 21, 2026. This satisfies the HSR Act condition to close the merger with Intercontinental Exchange, which was announced July 29, 2026. The merger still requires approval by MarketAxess stockholders and other required regulatory approvals.
DOJ and FTC granted early termination of the HSR Act waiting period, effective October 21, 2026
The HSR Act closing condition is now satisfied
Remaining conditions include stockholder approval and other required regulatory approvals
Definitive Proxy Statement was filed with the SEC on September 18, 2026
SenesTech received a Nasdaq letter on October 20, 2026, saying its stock has closed below $1.00 for 30 consecutive business days, so it no longer meets Nasdaq's minimum bid price requirement. The company has until April 19, 2027 to regain compliance, and the notice has no immediate effect on its listing, but the company says it cannot assure it will regain compliance. In the same release, the company reported preliminary third-quarter revenue of about $1.1 million, the highest in its history.
Nasdaq notice received October 20, 2026; stock closed below $1.00 for 30 consecutive business days
Compliance period ends April 19, 2027; regaining compliance requires a closing bid of $1.00 or more for at least 10 consecutive business days
Preliminary Q3 revenue of about $1.1 million, up 40% from Q2 and 55% from Q3 2025
Long-term holder Glenbrook Capital Management reports a 38% ownership position and has offered to work with the board and management
Brandywine Realty Trust reported a third-quarter 2026 net loss of $22.3 million, or $0.13 per share, narrower than the $26.2 million loss a year earlier, while Core FFO fell to $24.6 million from $28.0 million. The company widened its 2026 loss-per-share guidance to $(0.64) to $(0.62) from $(0.45) to $(0.41), mainly due to the Philadelphia office sale and debt extinguishment losses, while narrowing its Core FFO range to $0.54 to $0.56 per diluted share.
Q3 2026 net loss of $22.3 million ($0.13 per share), including a $29.1 million impairment and a $15.4 million debt extinguishment loss, partly offset by $55.7 million in net real estate gains
Q3 2026 Core FFO of $24.6 million ($0.14 per diluted share), versus $28.0 million ($0.16 per diluted share) in Q3 2025
2026 loss-per-share guidance changed to $(0.64) to $(0.62), from $(0.45) to $(0.41); Core FFO guidance set at $0.54 to $0.56 per diluted share, versus prior FFO guidance of $0.53 to $0.57
Quarterly dividend of $0.08 per common share, payable October 22, 2026
Cosmos Health said in an October 19 release and an October 20 CEO letter that it expects fourth-quarter 2026 U.S. revenue of about $15 million and gross profit of about $10.5 million, and it reaffirmed full-year 2026 revenue above $90 million. Preliminary nine-month revenue was about $54.3 million, up 19%, but the fourth-quarter and full-year figures are company expectations, and the nine-month figures are preliminary and unaudited.
Preliminary nine-month 2026 revenue of about $54.3 million, up 19% year over year
Expected fourth-quarter 2026 U.S. revenue of about $15 million, with gross profit of about $10.5 million at a roughly 70% gross margin
Full-year 2026 revenue expected to surpass $90 million, implying fourth-quarter revenue of about $35.7 million or more, up about 81%
Active U.S. subscriptions reached 8,940 as of October 19, 2026, up 42% from 6,287 on October 14; more than 5.1 million shares repurchased for about $1.1 million
CION Investment Corporation furnished a press release from its portfolio company David's Bridal, which signed a non-binding letter of intent to separate its Pearl digital wedding platform and combine it with SPAC K&F Growth Acquisition Corp. II. The LOI values Pearl at a pro forma enterprise value of approximately $350 million, and CION has proposed a $25 million anchor investment in a $75 million PIPE, subject to definitive documentation; no definitive agreement exists yet and closing is anticipated in the first half of 2027.
Non-binding LOI with K&F Growth Acquisition Corp. II; pro forma enterprise value of Pearl approximately $350 million
CION has proposed a $25 million anchor investment in a $75 million PIPE, subject to definitive documentation
No definitive agreement yet; closing currently anticipated in the first half of 2027
K&F shareholder vote on extension is scheduled for November 3, 2026
First BanCorp reported third-quarter 2026 net income of $96.1 million, or $0.63 per diluted share, roughly flat with the second quarter's $96.1 million and down from $100.5 million a year earlier. The board also approved a new $350 million stock repurchase program and a 25% increase in the common stock dividend.
Q3 2026 net income $96.1 million, $0.63 per diluted share, vs. $0.62 in Q2 2026 and $0.63 in Q3 2025
Net interest margin fell to 4.73% from 4.87% in Q2, mainly due to $3.4 million of one-time interest income recognized in Q2
Non-performing assets rose $0.2 million to $114.1 million; net charge-offs were 0.55% of average loans, up from 0.49%
Board approved a new $350 million stock repurchase program and a 25% dividend increase
K&F Growth Acquisition Corp. II (KFII) and David's Bridal announced an amended non-binding letter of intent for a business combination with Pearl, the wedding planning, media and commerce division of David's Bridal, which would become a public company. The parties say no definitive agreement exists yet, and the deal may not be completed on the terms described or at all, so shareholders face uncertainty while K&F also seeks a shareholder vote to extend its deadline.
Pearl is valued at a pro forma enterprise value of approximately $350 million, or about 9.3 times projected 2027 EBITDA, assuming no K&F redemptions.
The LOI contemplates a $75 million PIPE financing, including a proposed $25 million anchor investment from CION Investment Corporation, subject to documentation.
K&F shareholders vote November 3, 2026 on extending the deadline to complete a business combination from November 6, 2026 to February 7, 2028.
The parties currently anticipate closing the transaction in the first half of 2027.
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