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).
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
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.
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.
Eastern Bankshares reported third-quarter 2026 net income of $111.0 million, or $0.51 per diluted share, up from $0.48 in the second quarter but down from $0.53 a year earlier. Total revenue slipped to $306.6 million from $309.5 million, and the company returned $89.1 million to shareholders through buybacks and dividends, while its board declared a $0.15 quarterly dividend.
Net income $111.0 million, or $0.51 per diluted share, versus $105.2 million, or $0.48, in Q2 2026
Total revenue $306.6 million versus $309.5 million in Q2 2026; net interest margin fell 4 basis points to 3.62%
Non-performing loans fell to $84.8 million, or 0.36% of total loans, from $109.4 million in Q2 2026
Quarterly dividend of $0.15 per share declared, payable December 21, 2026 to holders of record on December 7, 2026
OP Bancorp reported preliminary unaudited third quarter 2026 net income of $7.8 million, or $0.52 per diluted share, down slightly from $8.0 million and $0.53 in the second quarter but up from $6.7 million and $0.45 a year earlier. Revenue rose to $27.5 million from $25.7 million in the prior quarter, driven by higher net interest income, while the company also declared a $0.14 quarterly dividend.
Q3 2026 net income $7,763 thousand; diluted EPS $0.52, versus $0.53 in Q2 2026 and $0.45 in Q3 2025
Revenue $27,502 thousand, up from $25,719 thousand in Q2 2026; net interest margin 3.27%, up from 3.08%
Provision for credit losses $1,597 thousand, up from a $149 thousand reversal in Q2 2026; nonperforming loans $18,032 thousand
Quarterly cash dividend of $0.14 per share, payable November 19, 2026, to holders of record November 5, 2026
Eagle Financial Services (EFSI) reported third-quarter 2026 GAAP net income of $4.8 million, down from $5.0 million in the second quarter and $5.6 million a year earlier. Net interest margin rose to 3.95%, and net loans grew $32.4 million in the quarter, but results include $342 thousand of merger-related expenses tied to its proposed merger with John Marshall Bancorp. The board also declared a $0.31 quarterly dividend payable November 13, 2026.
GAAP net income was $4.8 million for Q3 2026, versus $5.0 million in Q2 2026 and $5.6 million in Q3 2025.
Adjusted net income, which excludes merger expenses and the Q2 2026 gain on the sale of Bearing Insurance Group, was $5.0 million, versus $2.2 million in Q2 2026.
Net interest margin was 3.95%, up from 3.86% in Q2 2026 and 3.58% in Q3 2025; net loans rose $32.4 million to $1.51 billion.
Quarterly dividend of $0.31 per share is payable November 13, 2026, to shareholders of record on November 2, 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.
SS&C reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $1,690.0 million, up 7.8%, and adjusted diluted earnings per share of $1.78, up 14.8%. GAAP net income fell 5.3% to $198.9 million, and GAAP diluted EPS was flat at $0.83, so shareholders see revenue and adjusted profit growth alongside lower GAAP net income.
Q3 2026 revenue of $1,690.0 million, up 7.8% from $1,568.0 million; adjusted organic revenue growth was 5.2%.
GAAP net income of $198.9 million, down 5.3% from $210.0 million; GAAP diluted EPS was $0.83, unchanged from a year earlier.
Adjusted diluted EPS of $1.78, up 14.8% from $1.55; company guides full-year 2026 adjusted diluted EPS to $7.11 to $7.17.
In August, SS&C raised its annual common stock dividend to $1.20, an 11.1% increase; Q3 returns to shareholders totaled $225.3 million.
BayCom reported third-quarter 2026 net income of $1.1 million, or $0.10 per diluted share, up from a net loss of $7.0 million in the second quarter but down from $5.0 million in the third quarter of 2025. The result absorbed a $6.8 million loss from repositioning $106.8 million of investment securities, and management said the actions reduced current-quarter earnings by about $0.50 per share.
Net income of $1.1 million ($0.10 per diluted share) vs. a net loss of $7.0 million in Q2 2026 and net income of $5.0 million ($0.46 per share) in Q3 2025
$6.8 million pre-tax loss on the sale of $106.8 million of available-for-sale securities; proceeds were redeployed at a yield about 122 basis points higher
Net interest margin rose to 4.11% from 3.95% in Q2 2026 and 3.68% in Q3 2025
Noninterest expense fell to $17.7 million from $27.2 million in Q2 2026, which included $10.5 million of costs tied to three senior executive departures
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
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
Kinsale Capital Group reported third-quarter 2026 net income of $98.1 million, or $4.36 per diluted share, down from $141.6 million, or $6.09, a year earlier. Non-GAAP net operating earnings rose to $128.3 million, or $5.70 per share, while gross written premiums fell 4.8%, and nine-month net income rose to $386.6 million, or $16.97 per share.
Q3 2026 net income was $98.1 million, $4.36 per diluted share, versus $141.6 million, $6.09 per share, in Q3 2025.
Q3 2026 net operating earnings were $128.3 million, $5.70 per diluted share, versus $121.2 million, $5.21, in Q3 2025.
Gross written premiums fell 4.8% to $462.9 million; property division premiums declined 19.3%.
Q3 included a $37.6 million pre-tax realized loss from a portfolio repositioning; nine-month net income was $386.6 million, $16.97 per share.
First Interstate BancSystem reported third-quarter 2026 net income of $62.2 million, or $0.65 per diluted share, down from $83.9 million, or $0.87, in the second quarter and $71.4 million, or $0.69, a year earlier. The second quarter included a $19.5 million gain from the sale of eleven Nebraska branches, and net interest margin rose to 3.53%, which the company cited as a sign of improving earnings power. The company also declared a $0.47 per share dividend payable November 13, 2026.
Net income was $62.2 million, or $0.65 per diluted share, versus $83.9 million, or $0.87, in Q2 2026 and $71.4 million, or $0.69, in Q3 2025.
Net interest margin rose to 3.53% from 3.45% in Q2 2026 and 3.34% in Q3 2025.
Q2 2026 results included a $19.5 million gain on the sale of eleven Nebraska branches.
Board declared a $0.47 per share dividend, payable November 13, 2026, to holders of record as of November 3, 2026.
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.
Marten Transport reported third-quarter 2026 net income of $2.9 million, or 4 cents per diluted share, up from $2.2 million, or 3 cents, a year earlier, on operating revenue of $223.2 million. Net income for the first nine months fell to $9.6 million from $13.7 million, and management said higher net fuel and health insurance costs reduced third-quarter net income by $3.7 million. The filing includes no earnings guidance.
Q3 2026 net income was $2.9 million, or 4 cents per diluted share, versus $2.2 million, or 3 cents, in Q3 2025.
Operating revenue was $223.2 million versus $220.5 million; fuel surcharge revenue rose to $39.0 million from $26.5 million.
Nine-month net income was $9.6 million, or 12 cents per diluted share, versus $13.7 million, or 17 cents, a year earlier.
Management said net fuel and health insurance costs reduced Q3 net income by $3.7 million, or 4.5 cents per share, partly offset by a larger equipment sale gain.
Community West Bancshares reported unaudited third-quarter 2026 net income of $8,066,000, or $0.30 per diluted share, down from $10,873,000 and $0.57 a year earlier but up from $2,695,000 and $0.10 in the second quarter. The results include $7,166,000 of merger and conversion costs and a $6,615,000 one-time legal settlement, and the board declared a $0.12 per share dividend payable November 20, 2026.
Net income of $8,066,000 and diluted EPS of $0.30 for the quarter ended September 30, 2026, versus $10,873,000 and $0.57 a year earlier and $2,695,000 and $0.10 in the prior quarter.
Merger and conversion related costs of $7,166,000 and a one-time legal settlement of $6,615,000 were recorded in the quarter; comparable non-GAAP net income was $17,787,000, or $0.66 per diluted share.
Net interest margin rose to 4.65% from 4.56% in the June 30, 2026 quarter.
The board declared a $0.12 per share cash dividend payable November 20, 2026 to shareholders of record as of November 6, 2026.
Midland States Bancorp reported third-quarter 2026 net income available to common shareholders of $20.6 million, or $0.95 per diluted share, up from $0.82 in the second quarter and $0.24 a year earlier. The results included a $1.6 million interest recovery from a nonaccrual loan payoff, and nonperforming loans declined, but total deposits fell $89.8 million and tangible book value per share dropped to $19.52 from $21.41.
Net income available to common shareholders was $20.6 million, or $0.95 per diluted share, versus $0.82 in Q2 2026 and $0.24 in Q3 2025.
Net interest margin rose to 4.03% from 3.98%, aided by a $1.6 million interest recovery on a nonaccrual loan payoff.
Nonperforming loans fell to $58.7 million, or 1.37% of total loans, from $60.9 million at June 30, 2026.
Total deposits decreased $89.8 million to $5.62 billion, and tangible book value per share was $19.52 at September 30, 2026, versus $21.41 at June 30, 2026.
Shore Bancshares reported third quarter 2026 net income of $16.8 million, or $0.50 per diluted share, down from $18.9 million, or $0.56, in the second quarter but up from $14.3 million, or $0.43, a year earlier. The decline reflects a $5.3 million provision for credit losses, driven by a partial charge-off on a multifamily loan, while net interest income rose to $55.1 million and the net interest margin widened to 3.78%.
Net income was $16.8 million, or $0.50 per diluted share, versus $18.9 million, or $0.56, in Q2 2026 and $14.3 million, or $0.43, in Q3 2025.
Provision for credit losses rose to $5.3 million from $896 thousand in Q2 2026, mainly from a partial multifamily loan write-off.
Nonperforming assets were $81.8 million, or 1.27% of total assets, up from 1.09% at June 30, 2026.
Net interest margin increased to 3.78% from 3.70% in Q2 2026; book value per share rose to $18.59.
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
Utah Medical Products reported third-quarter 2026 revenue of $8.6 million, down 12.1% from $9.8 million a year earlier, as sales to two former major customers ended. Diluted EPS rose 6.8% to $0.876 on lower share count and higher operating income, but nine-month diluted EPS fell 5.3% to $2.537. Management projects a full-year 2026 sales decline of close to 7%, compared with the 12% year-to-date decline through September.
Q3 2026 revenue was $8.6 million, down 12.1% from $9.8 million in Q3 2025; nine-month revenue was $25.9 million, down 12.2%
Q3 2026 net income was $2.8 million, up 5.9%; nine-month net income was $8.1 million, down 7.4%
Management's 2026 full-year sales projection is a decline close to 7%, versus the 12% year-to-date decline
Cash and investments were $85.2 million at September 30, 2026, and the company reported no debt
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
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
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
Pool Corporation reported third quarter 2026 results on October 22, 2026, with net sales up 4% to $1.5 billion, driven by 3% growth from price. Operating income fell 3% to $172.2 million and net income fell 3% to $123.0 million, while diluted EPS was flat at $3.40. The company confirmed its 2026 diluted EPS guidance range of $10.66 to $10.96 and adjusted diluted EPS guidance range of $10.87 to $11.17.
Net sales increased 4% to $1.5 billion in Q3 2026; gross margin decreased 60 basis points to 29.0%
Operating income decreased 3% to $172.2 million from $178.0 million in Q3 2025
Diluted EPS was $3.40, consistent with Q3 2025; adjusted diluted EPS rose to $3.40 from $3.39
2026 guidance confirmed: diluted EPS $10.66 to $10.96; adjusted diluted EPS $10.87 to $11.17
On October 20, 2026, eBay announced a restructuring plan that reduces its global workforce by about 9% and estimates GAAP pre-tax charges of $130 million to $150 million, mostly severance. Separately, the company said it expects results for the quarter ended September 30, 2026 to be above its previously provided guidance ranges. Shareholders face near-term charges from the restructuring alongside a stronger-than-guided quarter.
Restructuring plan announced October 20, 2026 reduces the global workforce by about 9%, subject to local law and consultation requirements.
Estimated GAAP pre-tax charges of $130 million to $150 million, substantially all related to severance payments and post-employment benefits.
Majority of the charges expected to be recognized in the fourth quarter of 2026, with the full amount resulting in future cash expenditures.
Expects quarter ended September 30, 2026 results to be above the guidance ranges given in its August 2026 earnings announcement; actions substantially complete by end of Q1 2027.
Old Republic reported third quarter 2026 net income of $243.2 million, down from $279.5 million a year earlier, and net operating income of $181.4 million, down 7.8% from $196.7 million. Net premiums and fees earned rose to nearly $2.3 billion, but the combined ratio worsened to 96.1% from 95.3%, and net income was supported by a $124.9 million bargain purchase gain from the ECM Insurance Group acquisition.
Net operating income of $181.4 million, or $0.73 per diluted share, versus $196.7 million, or $0.78, a year earlier.
Net income of $243.2 million included a $124.9 million bargain purchase gain and $63.2 million in net realized investment losses.
Net premiums and fees earned were nearly $2.3 billion versus nearly $2.1 billion; combined ratio was 96.1% versus 95.3%.
Total capital returned to shareholders was $190.2 million, including $113.8 million in share repurchases; book value per share was $24.65.
Kearny Financial reported net income of $10.0 million, or $0.16 per diluted share, for the quarter ended September 30, 2026, up from $7.2 million, or $0.11 per diluted share, in the prior quarter. Net interest income and total revenue edged lower, and net interest margin fell three basis points to 2.23%, but lower income tax expense and non-interest expense drove the profit gain. The Board also declared a quarterly cash dividend of $0.11 per share.
Net income of $10.0 million ($0.16 per diluted share) versus $7.2 million ($0.11) in the quarter ended June 30, 2026
Net interest income fell $294,000 to $40.1 million; net interest margin was 2.23%, down three basis points
Non-interest expense fell $2.1 million, or 6.1%, to $31.8 million; income taxes fell to $2.6 million from $3.8 million
Quarterly cash dividend of $0.11 per share payable November 18, 2026, to holders of record as of November 4, 2026
On October 21, 2026, CXApp's board authorized a share repurchase of up to $1 million with no expiration date and no obligation to buy. The same day, CXApp and financing partner Avondale Capital agreed to a 90-day standstill that bars Avondale from buying shares under its Pre-Paid Purchases unless stock-price and trading-volume conditions are met, which could limit near-term dilution.
Board authorized repurchases of up to $1 million of common stock on October 21, 2026; timing and amount are at management's discretion.
Standstill Agreement dated October 21, 2026 lasts 90 days and requires a trading price of at least 110% of the Minimum Price and daily volume of at least $250,000 before Avondale can buy.
Between August 24 and October 21, 2026, CXApp issued 214,072 shares to Avondale at prices between $1.743651 and $4.3498 per share.
The standstill does not waive any existing event of default under the Pre-Paid Purchases.
United Bankshares reported third-quarter 2026 net income of $128.7 million, or $0.94 per diluted share, down from $131.4 million, or $0.95, in the second quarter and from $130.7 million, or $0.92, a year earlier. Net interest income hit a record $294.3 million, but noninterest income fell 20% from the prior quarter, and dollar earnings declined while per-share earnings rose from a year ago.
Q3 2026 net income $128.7 million, $0.94 diluted EPS, versus $131.4 million and $0.95 in Q2 2026 and $130.7 million and $0.92 in Q3 2025
Record net interest income of $294.3 million, up 3% from Q2 2026; net interest margin 3.86% versus 3.81%
Noninterest income fell 20% to $30.8 million from Q2 2026, driven by lower investment gains and mortgage banking income
Nine-month 2026 net income $384.3 million, or $2.77 per diluted share, versus $335.8 million and $2.36 a year earlier
ConnectOne Bancorp reported third-quarter 2026 GAAP net income available to common stockholders of $29.9 million, or $0.59 per diluted share, down from $40.2 million in the second quarter and $39.5 million a year earlier, after a $23.0 million pretax loss on a loan pool moved to held-for-sale. Excluding that charge and other non-operating items, operating diluted EPS was $0.95, up from $0.70 a year earlier. The company also agreed to sell up to about $750 million of multifamily loans to a single buyer, with closing expected in late October 2026.
GAAP diluted EPS was $0.59 for Q3 2026, versus $0.80 in Q2 2026 and $0.78 in Q3 2025.
Operating diluted EPS was $0.95 for Q3 2026, versus $0.70 in Q3 2025, excluding the $23.0 million pretax restructuring charge.
Agreement to sell a pool of up to about $750 million in multifamily loans, expected to close in late October 2026.
Net interest margin widened to 3.44% from 3.11% a year earlier; quarterly common dividend of $0.195 per share payable December 1, 2026.
Lantheus and Curium's parent each received a Second Request from the FTC on October 21, 2026, in its review of the August 3, 2026 merger agreement. The request extends the HSR Act waiting period until 30 days after substantial compliance, so closing is pending longer, though the companies still expect completion in the first half of 2027.
FTC issued Second Requests to Lantheus and Parent on October 21, 2026
Waiting period extends until 30 days after both parties substantially comply with the requests
Companies still expect the merger to close in the first half of 2027
Tractor Supply reported third-quarter 2026 net sales of $3.91 billion, up 5.1%, with comparable store sales up 0.4%. Diluted earnings per share fell 11.6% to $0.43, and net income fell 13.3% to $224.7 million. The company reaffirmed its fiscal 2026 outlook, which keeps its full-year guidance unchanged.
Net sales rose 5.1% to $3.91 billion; comparable store sales rose 0.4%, versus 3.9% a year earlier.
Diluted EPS was $0.43, down from $0.49; net income fell 13.3% to $224.7 million.
Gross margin rate was 36.4%, down from 37.4%, which the company attributed mainly to higher transportation and fuel costs and investments in its price-value position.
Fiscal 2026 guidance was reaffirmed, including diluted EPS of $1.78 to $1.88 and net sales growth of 2.5% to 3.5%.
MSC Industrial reported fiscal 2026 fourth-quarter net sales of $1,079.2 million, up 10.3% from a year earlier, while GAAP diluted EPS fell to $0.85 from $1.01 after a $41.8 million asset impairment charge. For the full year, net sales rose 6.4% to $4,009.7 million and GAAP diluted EPS rose 11.5% to $3.98, and the company issued first-quarter fiscal 2027 sales growth and adjusted operating margin guidance.
Q4 adjusted diluted EPS was $1.45, up 33.0% from $1.09; GAAP diluted EPS was $0.85, down 15.8% from $1.01
Q4 income from operations was $72.8 million, down 13.6%, including $41.8 million in asset impairment and related charges
Full-year fiscal 2026 adjusted diluted EPS was $4.69, up 24.7% from $3.76
First-quarter fiscal 2027 guidance: average daily sales growth of 9.5% to 10.5% and adjusted operating margin of 9.5% to 10.1%
Comcast reported third-quarter 2026 results for the period ended September 30, 2026, with revenue down 6.1% year over year to $29.3 billion and Adjusted EBITDA down 5.8% to $9.1 billion. GAAP earnings per share rose 7.2% to $0.97, but Adjusted EPS fell 4.0% to $1.07 and free cash flow dropped 14.8% to $4.2 billion, so shareholders see weaker core profitability even as reported net income increased 3.5%.
Revenue was $29,298 million versus $31,198 million a year earlier; on a pro forma basis, revenue rose 0.5%.
Net income attributable to Comcast rose 3.5% to $3,448 million, and diluted EPS rose 7.2% to $0.97.
Adjusted EPS fell 4.0% to $1.07, and Connectivity & Platforms Adjusted EBITDA declined 4.4% to $7.6 billion.
Share repurchases remain suspended since the third quarter, and the pause is expected to continue through the proposed separation of the businesses; dividends paid totaled $1.2 billion.
Visteon reported third quarter 2026 net sales of $970 million, up 6% from $917 million a year earlier, and net income attributable to Visteon of $5 million, or $0.19 per diluted share, compared with a loss of $11 million a year earlier. The company raised its full-year sales guidance but lowered its adjusted EBITDA and adjusted free cash flow ranges, citing $77 million of exceptional warranty charges and cost pressures.
Q3 sales of $970 million, up from $917 million; net income attributable to Visteon of $5 million ($0.19 diluted EPS) versus a $11 million loss a year earlier
Q3 adjusted EBITDA of $46 million, including $77 million of exceptional warranty charges, compared with $119 million a year earlier
Full-year 2026 sales guidance raised to $3.80 to $3.85 billion; adjusted EBITDA guidance lowered to $370 to $410 million and adjusted free cash flow guidance lowered to $90 to $130 million
Completed a $200 million accelerated share repurchase program in the third quarter
Fractyl Health is reducing its workforce by about 45% to concentrate resources on its Revita program, and it will stop internal development of its Rejuva gene therapy program while it seeks strategic alternatives for that program. The company expects about $2 million in severance and related charges, mostly in the fourth quarter of 2026, and says its cash should last into the second quarter of 2027, with quarterly cash burn expected to fall about 50% to roughly $8 million by the end of that quarter.
Workforce reduction of approximately 45% of current headcount, expected to be substantially completed by November 2026
Severance and employee termination charges estimated at about $2 million, mostly in Q4 2026; other charges possible but not yet estimated
Jay Caplan retires as President and Chief Product Officer effective October 30, 2026; CEO Harith Rajagopalan appointed President
Cash runway extended into Q2 2027; quarterly operating cash burn expected to fall about 50% to roughly $8 million by end of Q2 2027
Popular, Inc. reported third-quarter 2026 net income of $266 million, or $4.21 per diluted share, down from $278 million and $4.35 in the second quarter but up from $211 million and $3.14 a year earlier. The company raised its 2026 net charge-off guidance to 80-90 basis points from 55-70 basis points, while lowering its operating expense and effective tax rate guidance, so the outlook is mixed for shareholders.
Net income of $266 million vs. $278 million in Q2 2026 and $211 million in Q3 2025
Diluted EPS of $4.21 vs. $4.35 in Q2 2026 and $3.14 in Q3 2025
Full-year net charge-off guidance raised to 80-90 basis points from 55-70 basis points, citing year-to-date charge-offs and commercial NPL inflows
Full-year operating expense growth guidance lowered to 2% from 3%; effective tax rate guidance set at 14% vs. 15%-17% previously
American Airlines reported third-quarter 2026 total revenue of $16.3 billion, up 19.3% year over year, and a GAAP net loss of $269 million, or $0.41 per diluted share. Fuel expense rose $1.9 billion, or 67.5%, as the average fuel price reached $3.85 per gallon. For fourth quarter 2026 the company expects revenue growth of 19.5% to 22.5% and an adjusted loss of $0.50 to $1.10 per diluted share, which means shareholders face continued losses tied to fuel costs.
Q3 2026 total revenue was $16.3 billion, up 19.3% year over year; aircraft fuel expense rose $1.9 billion, or 67.5%.
GAAP net loss was $269 million, or $0.41 per diluted share, compared with a net loss of $114 million, or $0.17 per share, in Q3 2025.
Adjusted net loss was $182 million, or $0.28 per diluted share, excluding $87 million of net special items after taxes.
Q4 2026 guidance: total revenue growth of 19.5% to 22.5%; adjusted loss of $1.10 to $0.50 per diluted share. Full-year 2026 adjusted loss guidance is $1.60 to $1.00 per diluted share.
Ryder reported third-quarter 2026 results with GAAP diluted EPS from continuing operations of $4.16, up 25% from $3.33 a year earlier, and total revenue of $3.4 billion, up 8%. The company raised its full-year 2026 comparable EPS forecast to $14.85-$15.05, but its GAAP EPS forecast includes about $4.30 per share of non-cash pension settlement charges.
Q3 2026 comparable EPS from continuing operations was $4.33, up 21% from $3.57 in Q3 2025.
Full-year 2026 comparable EPS range raised to $14.85-$15.05; full-year GAAP EPS forecast is $9.75-$9.95.
Fourth-quarter 2026 GAAP EPS forecast is $(0.15) to $0.05, including about $4.30 in non-cash pension settlement charges tied to U.K. and Canadian plans.
Free cash flow (non-GAAP) for the first nine months was $992 million, compared with $496 million a year earlier.
Blackstone reported third-quarter 2026 results on October 22, 2026, with GAAP net income attributable to Blackstone of $662 million, up from $625 million a year earlier, and diluted EPS of $0.83 versus $0.80. Total revenues were $3.06 billion, down from $3.09 billion, and distributable earnings fell 9% to $1.7 billion ($1.32 per share), which shows the quarter's headline profit gain came alongside weaker distributable earnings for shareholders.
GAAP net income attributable to Blackstone was $662 million, versus $625 million in 3Q'25; diluted EPS was $0.83, versus $0.80.
Total revenues were $3.06 billion, versus $3.09 billion in 3Q'25.
Distributable earnings were $1.7 billion ($1.32 per share), down 9% from a year earlier; fee related earnings were $1.6 billion, up 6%.
Quarterly dividend of $1.12 per share, record date November 2, 2026, payable November 9, 2026; inflows reached $63.3 billion in the quarter.
Bread Financial reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose 5% to $1,017 million and diluted EPS was $3.82, down from $3.96, as the prior-year quarter included a $38 million favorable tax item. The company also raised its full-year 2026 net loss rate outlook to below 7% and declared a 9% increase in its quarterly common dividend to $0.25 per share.
Q3 2026 net income was $156 million, down $32 million or 17% from $188 million a year earlier; revenue rose 5% to $1,017 million.
Diluted EPS was $3.82 versus $3.96; adjusted diluted EPS was $3.84 versus $4.02.
Full-year 2026 net loss rate outlook is now below 7.0%, and average loans are now expected to be up approximately 4% from 2025.
Quarterly common dividend of $0.25 per share is payable December 15, 2026 to holders of record on November 30, 2026.
Lindsay reported fourth-quarter revenue of $161.6 million, up 5%, and diluted EPS of $1.10, up 11%, with operating income up 39% to $15.8 million. For fiscal 2026, revenue fell 6% to $635.9 million and diluted EPS fell 21% to $5.33, as lower MENA project sales and the non-recurring $20.0 million Road Zipper project weighed on results.
Q4 revenue $161.6 million (up 5%); diluted EPS $1.10 vs. $0.99 a year earlier
Fiscal 2026 revenue $635.9 million (down 6%); net earnings $55.7 million (down 25%)
Fiscal 2026 returned $96.1 million to shareholders through buybacks and dividends
On October 20, 2026, the committee adopted a fiscal 2027 bonus plan with awards of 0% to 200% of target
Curbline Properties reported third-quarter 2026 results with total revenues of $71.1 million, up from $48.6 million a year earlier. Net income attributable to Curbline fell to $7.4 million, or $0.06 per diluted share, from $9.3 million, or $0.09, while Operating FFO rose to $37.4 million, or $0.32 per diluted share, from $29.5 million, or $0.28. The company cut its 2026 net income per-share guidance to $0.25 to $0.29 and raised its Operating FFO guidance to $1.25 to $1.27.
Q3 2026 net income attributable to Curbline was $7.4 million, or $0.06 per diluted share, versus $9.3 million, or $0.09, in Q3 2025.
Q3 2026 Operating FFO was $37.4 million, or $0.32 per diluted share, versus $29.5 million, or $0.28, in Q3 2025.
2026 net income per-share guidance was lowered to $0.25 to $0.29 from $0.27 to $0.32.
2026 Operating FFO per-share guidance was raised to $1.25 to $1.27 from $1.24 to $1.26.
Lazard reported third-quarter 2026 U.S. GAAP net revenue of $814 million, up 9% from a year earlier, with record Financial Advisory revenue for the quarter. Net income attributable to Lazard fell 59% to $29 million, and diluted earnings per share fell 60% to $0.26, so higher revenue did not carry through to shareholder profit.
Q3 2026 GAAP net revenue was $814 million, up 9% from $748 million; adjusted net revenue was $805 million, up 11%.
Q3 2026 GAAP diluted EPS was $0.26 versus $0.65; adjusted diluted EPS was $0.36 versus $0.56.
Nine-month 2026 GAAP net revenue was $2,378 million, up 8%, while diluted EPS was $1.20 versus $1.72.
A quarterly dividend of $0.50 per share was declared October 21, 2026, payable November 13, 2026.
Insteel Industries reported fourth-quarter fiscal 2026 net sales up 17.9% to $209.3 million, driven by higher average selling prices and shipments that benefited from an extra week. Net earnings fell to $7.7 million, or $0.40 per share, from $14.6 million, or $0.74 per diluted share, as gross margin contracted to 10.0% from 16.1% on higher raw material and freight costs. For shareholders, higher sales were offset by weaker profit, and the company ended the year with no debt.
Q4 net sales rose 17.9% to $209.3 million from $177.4 million a year earlier
Q4 net earnings were $7.7 million, or $0.40 per share, versus $14.6 million, or $0.74 per diluted share, a year earlier
Q4 gross margin was 10.0% versus 16.1%; the quarter included $0.7 million in restructuring charges tied to consolidating welded wire operations
Fiscal 2026 net earnings were $29.5 million, or $1.51 per diluted share, versus $41.0 million, or $2.10, in fiscal 2025; no debt outstanding and $37.5 million in cash as of October 3, 2026
Huntington Bancshares reported third-quarter 2026 GAAP diluted EPS of $0.33, unchanged from the prior quarter but down from $0.41 a year earlier. Total revenue fell to $2.79 billion from $2.84 billion in the second quarter, while net income applicable to common shares slipped to $680 million from $686 million, so headline profit and revenue declined sequentially even as results grew sharply from a year ago due to the Cadence and Veritex acquisitions.
GAAP diluted EPS was $0.33 for the quarter ended September 30, 2026, versus $0.33 in Q2 2026 and $0.41 in Q3 2025.
Adjusted EPS, excluding Notable Items, was $0.38, down $0.01 from the prior quarter.
Total revenue was $2.79 billion, down from $2.84 billion in Q2 2026 and up from $2.13 billion in Q3 2025.
Repurchased $100 million of common shares in the quarter; total year-to-date repurchases were $409 million.
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