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).
Investar Holding Corporation reported third quarter 2026 net income available to common shareholders of $11.1 million, or $0.74 per diluted share, up from $0.61 in the second quarter and $0.54 a year earlier. Net interest margin rose to 3.73% from 3.67%, and the company repurchased 25,113 shares at an average price of $29.44 during the quarter. The company attributed the results largely to its January 1, 2026 acquisition of Wichita Falls Bancshares, Inc.
Diluted EPS was $0.74 in Q3 2026, versus $0.61 in Q2 2026 and $0.54 in Q3 2025; core diluted EPS was $0.77 versus $0.75 in Q2 2026.
Net interest margin was 3.73% for Q3 2026, up from 3.67% in Q2 2026; adjusted net interest margin was 3.40%, up from 3.39%.
Total loans were $3.07 billion at September 30, 2026, up $6.9 million from June 30, 2026; total deposits were $3.18 billion, down $33.1 million.
Repurchased 25,113 shares in Q3 2026 at an average $29.44; 275,628 shares remained authorized for repurchase at September 30, 2026.
Farmers & Merchants Bancorp reported third-quarter 2026 net income of $11.5 million, or $0.84 per share, up from $8.9 million, or $0.64 per share, a year earlier. For the nine months, net income rose to $32.9 million, or $2.39 per share, from $23.5 million, or $1.71 per share, and the company said its net interest margin widened to 3.57% in the quarter, which supports the earnings gains shareholders are seeing.
Q3 2026 net income up 30.3% to $11.5 million; diluted EPS $0.84 versus $0.64 a year earlier
Nine-month net income $32.9 million versus $23.5 million; EPS $2.39 versus $1.71
Net interest margin rose 17 basis points to 3.57%; efficiency ratio improved to 58.09% from 63.11%
Total deposits of $2.96 billion at September 30, 2026, up 7.7%; nine-month dividends declared of $0.71 per share, up 6.0%
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
ITG, Inc. said in an 8-K that preliminary, unaudited third-quarter 2026 revenue was approximately $461.5 million, up about 49% year over year and above its $440.0 million outlook. Preliminary Adjusted EBITDA was approximately $64.5 million, up about 64% and above its $63.0 million outlook. The company said the figures remain subject to change until its quarter-end closing procedures and auditor review are complete.
Preliminary Q3 2026 revenue of approximately $461.5 million, up about 49% year over year and $21.5 million (4.9%) above the $440.0 million outlook
Preliminary Adjusted EBITDA of approximately $64.5 million, up about 64% year over year and $1.5 million (2.4%) above the $63.0 million outlook
Full third-quarter results are scheduled for release November 10, 2026, after market close, with a webcast on November 11, 2026, at 8:00 a.m. ET
Results are not yet final; the company has not completed financial closing procedures and its auditor has not completed its review
Glacier Bancorp reported record third-quarter 2026 net income of $104.6 million, up 7% from the second quarter and 54% from a year earlier, with diluted earnings per share of $0.80. The gain was driven mainly by net interest income, which rose 29% from a year earlier as the net interest margin widened to 4.01%, and the board declared a quarterly dividend of $0.35 per share. Non-performing assets rose 67% from a year earlier to $90.6 million, a figure shareholders may watch as the balance sheet changes.
Diluted EPS was $0.80, up from $0.75 in the prior quarter and $0.57 in the third quarter of 2025.
Net interest income was $290 million, up 29% from $225 million a year earlier; net interest margin was 4.01%, up from 3.39%.
Quarterly dividend of $0.35 per share, up $0.02 from the prior quarter, payable October 15, 2026.
Non-performing assets were $90.6 million at September 30, 2026, up $36.3 million, or 67%, from a year earlier.
Murphy USA's board declared a quarterly cash dividend of $0.72 per share, or $2.88 annualized, an 11% increase from the Q3 2026 dividend. The dividend is payable December 1, 2026, to stockholders of record as of November 4, 2026, and the increase returns more cash to shareholders.
Quarterly cash dividend of $0.72 per share, or $2.88 per share annualized
Dividend represents an 11% increase from the Q3 2026 dividend
Payable December 1, 2026, to holders of record as of November 4, 2026
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.
National Bankshares reported net income of $5.49 million, or $0.86 per diluted share, for the third quarter ended September 30, 2026, up from $4.42 million, or $0.69 per share, a year earlier. For the nine months, net income was $15.50 million, or $2.43 per diluted share, compared with $9.95 million, or $1.56, in the same period of 2025. The results show higher earnings for shareholders, though the company's total assets fell to $1.78 billion from $1.80 billion a year earlier.
Q3 2026 net income $5.49 million, $0.86 per diluted share, vs. $4.42 million, $0.69 per share in Q3 2025
Nine-month 2026 net income $15.50 million, $2.43 per diluted share, vs. $9.95 million, $1.56 per share in 2025
Net interest margin was 3.21% in Q3 2026, vs. 3.00% in Q2 2026 and 2.72% in Q3 2025
Q2 2026 included a $6.57 million gain on sale of an equity investment and a $6.55 million pre-tax loss on a securities portfolio repositioning
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
Carpenter Technology reported fiscal first-quarter 2027 results for the period ended September 30, 2026, with net sales of $798.2 million, up 9% from a year earlier, and operating income of $196.4 million, up 28%. Diluted earnings per share were $3.25 versus $2.43, and the company maintained its fiscal 2027 operating income outlook of $850 million to $880 million, though free cash flow was negative $24.8 million as capital spending rose.
Operating income of $196.4 million was up 28% year over year and down 5% sequentially from $206.9 million in the fourth quarter of fiscal 2026.
Diluted earnings per share were $3.25, compared with $2.43 in the prior year first quarter; net sales were $798.2 million, up 9%.
Fiscal 2027 operating income outlook of $850 million to $880 million was maintained; second-quarter operating income is expected between $192 million and $197 million.
The company repurchased $133.9 million of stock in the quarter and had $985.0 million remaining under its $1.0 billion program; free cash flow was negative $24.8 million.
Forgent Power Solutions said its fiscal first quarter 2027 revenues and Adjusted EBITDA, for the quarter ended September 30, 2026, will exceed the high end of its previously provided guidance ranges. The filing gives no dollar figures, and full results are due before the market opens on November 12, 2026, which will give shareholders the actual numbers.
Fiscal Q1 2027 revenues and Adjusted EBITDA expected to exceed the high end of prior guidance ranges
Quarter ended September 30, 2026; the filing does not state specific dollar amounts
Full results to be reported before market open on November 12, 2026
Conference call scheduled for 11:00 a.m. ET on the same day
Associated Banc-Corp reported net income available to common equity of $144 million, or $0.76 per share, for the quarter ended September 30, 2026, up from $122 million, or $0.73 per share, a year earlier. Excluding nonrecurring items tied to its American National Corporation acquisition, adjusted earnings were $154 million, or $0.81 per share. The company also repurchased $100 million of its common stock during the quarter.
Net interest income rose 24% year over year to $377 million, and net interest margin was 3.20%.
Period end total loans reached $36.5 billion, up 18% from a year earlier, and period end total deposits reached $40.4 billion, up 16%.
Nonaccrual loans rose $33 million from the prior quarter to $183 million, and the nonaccrual loans to total loans ratio was 0.50%.
The company updated 2026 expectations, including noninterest income growth of 12% to 14% and an annual effective tax rate of 20% to 22%.
Enova International reported third quarter 2026 results for the period ended September 30, 2026. Revenue of $1.01 billion and diluted earnings per share of $4.06 both rose sharply from the third quarter of 2025, and the company repurchased $46 million of common stock during the quarter.
Total revenue of $1.01 billion, up 26% from $803 million in Q3 2025
Net income of $107 million, or $4.06 per diluted share, up from $3.03 per diluted share
Net charge-off ratio of 8.1%, down from 8.5% in Q3 2025
Repurchased $46 million of common stock and began Q4 with $252 million of share repurchase capacity
Ameris Bancorp reported third-quarter 2026 net income of $116.1 million, or $1.73 per diluted share, up from $106.0 million, or $1.54 per diluted share, a year earlier, and up sharply from $51.4 million in the second quarter, which included a $80.8 million litigation expense accrual. Year-to-date net income was $278.0 million, or $4.13 per diluted share, down from $303.8 million, or $4.41, in the same period of 2025. The board also authorized a $200.0 million share repurchase program running through October 31, 2027.
Q3 2026 net income $116.1 million, or $1.73 per diluted share, versus $106.0 million, or $1.54, in Q3 2025
Net interest margin 3.87%, a seven basis point improvement from Q3 2025; return on average assets 1.61%
Board authorized up to $200.0 million in share repurchases on October 16, 2026, through October 31, 2027
Earnings teleconference set for 9:00 a.m. Eastern time on October 23, 2026
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.
Byline Bancorp reported third quarter 2026 net income of $41.8 million, or $0.94 per diluted share, up from $40.2 million and $0.90 in the second quarter and $37.2 million and $0.82 a year earlier. Total revenue of $121.0 million was a record, but non-performing assets rose 21.6% to $87.9 million and the efficiency ratio worsened to 48.40%, which shareholders may want to watch.
Net income $41.8 million and diluted EPS $0.94, versus $0.90 in 2Q26 and $0.82 in 3Q25.
Total revenue of $121.0 million, a record, up 2.8% from 2Q26 and 4.6% from 3Q25.
Non-performing assets of $87.9 million, up 21.6% from June 30, 2026; efficiency ratio 48.40% versus 46.93% in 2Q26.
Board declared a $0.14 per share cash dividend, payable November 17, 2026, to holders of record on November 3, 2026.
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.
Bar Harbor Bankshares reported third quarter 2026 GAAP net income of $16.1 million, or $0.96 per diluted share, up from $15.2 million, or $0.91, in the second quarter and $8.9 million, or $0.54, a year earlier. The company also declared a quarterly cash dividend of $0.34 per share, unchanged from the prior quarter, which shareholders of record on November 19, 2026 will receive on December 18, 2026.
Q3 2026 GAAP net income of $16.1 million, or $0.96 per diluted share, versus $15.2 million, or $0.91, in Q2 2026
Core earnings (non-GAAP) of $17.5 million, or $1.04 per diluted share, versus $15.4 million, or $0.92, in Q2 2026
Net interest margin rose to 3.77% from 3.61% in Q2 2026; total assets were $4.7 billion
Quarterly dividend of $0.34 per share: record date November 19, 2026; payable December 18, 2026
First Western Financial reported third-quarter 2026 net income available to common shareholders of $6.0 million, or $0.60 per diluted share, up from $5.7 million, or $0.57 per diluted share, in the second quarter. Net interest income rose 5.5% and loans grew, while non-interest income fell 9.4%, and total income before non-interest expense fell 1.7% from the prior quarter.
Net income available to common shareholders was $6.0 million, or $0.60 per diluted share, versus $5.7 million, or $0.57, in Q2 2026 and $3.2 million, or $0.32, in Q3 2025.
Net interest income was $23.0 million, up 5.5% from Q2 2026, and net interest margin rose to 2.95% from 2.90%.
Non-interest income fell 9.4% to $5.8 million, mainly on lower mortgage loan gains; total loans held for investment rose $95.0 million to $2.81 billion.
The company will hold an investor call and webcast on Friday, October 23, 2026, at 10:00 a.m. Mountain Time.
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
1st Source Corporation reported record third-quarter 2026 net income of $49.54 million, or $2.03 per diluted share, up 18.71% from $1.71 a year earlier. The board also approved a quarterly cash dividend of $0.45 per share, up 12.50% from a year ago, payable November 13, 2026 to holders of record on November 3, 2026.
Q3 2026 net income was $49.54 million, up 4.20% from the prior quarter and up 17.13% from Q3 2025.
Diluted EPS was $2.03, versus $1.95 in Q2 2026 and $1.71 in Q3 2025.
Results include $3.82 million in pre-tax securities losses and a $1.00 million charitable contribution.
Dividend of $0.45 per share is payable November 13, 2026 to holders of record on November 3, 2026.
Universal Insurance Holdings reported third quarter 2026 results on October 22, 2026, with GAAP diluted earnings per share of $1.80 versus $1.38 a year earlier and total revenues of $439.3 million, up 9.6%. The combined ratio improved to 91.0% from 96.4%, and the company attributed the lower ceded premium ratio mainly to a new reinsurance program that took effect June 1, 2026, which is a key driver of the higher profit for shareholders.
GAAP diluted EPS of $1.80 vs. $1.38 a year earlier; adjusted diluted EPS of $1.93 vs. $1.36
Combined ratio of 91.0% vs. 96.4%; ceded premium ratio fell to 27.6% from 32.7% after the June 1, 2026 reinsurance program
Repurchased about 174 thousand shares for $7.4 million in the quarter; about $1.1 million remains under the authorization
Quarterly dividend of 16 cents per share; results call set for Friday, October 23, 2026 at 10:00 a.m. ET
Citizens & Northern reported unaudited third-quarter 2026 net income of $16,285,000, or $0.92 per diluted share, up from $14,057,000 in the second quarter and $6,551,000 in the third quarter of 2025. The board also raised the regular quarterly cash dividend by $0.02 to $0.30 per share, which shareholders of record on November 2, 2026 will receive on November 13, 2026.
Q3 2026 net income of $16,285,000 ($0.92 diluted EPS), versus $14,057,000 ($0.79) in Q2 2026 and $6,551,000 ($0.42) in Q3 2025
Net interest margin rose to 4.13% in Q3 2026 from 4.07% in Q2 2026; net interest income was $30,205,000
Q3 2026 included a credit for credit losses of $3,171,000; the nine-month provision was $8,585,000 versus $4,753,000 a year earlier
Quarterly dividend increased to $0.30 per share from $0.28, payable November 13, 2026 to holders of record as of November 2, 2026
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.
FVCBankcorp reported third-quarter 2026 net income of $6.6 million, up 19% from $5.6 million a year earlier, with diluted earnings per share of $0.37 versus $0.31. Its board also declared a $0.07 per share quarterly cash dividend, payable November 16, 2026 to shareholders of record on October 26, 2026. Net income was down from $8.2 million in the second quarter of 2026, which the company partly attributed to a $1.0 million loan prepayment fee recorded that quarter.
Q3 2026 net income $6.6 million vs. $5.6 million in Q3 2025; diluted EPS $0.37 vs. $0.31, up 20%.
Nine-month net income $21.2 million, up 29%; nine-month diluted EPS $1.17, up 30%.
Net interest margin rose to 3.32% from 2.91% a year earlier; total deposits fell $55.2 million, or 3%, in the quarter.
Quarterly dividend of $0.07 per share, about $1.3 million in aggregate, payable November 16, 2026.
WSFS Financial reported third-quarter 2026 diluted EPS of $1.75, up from $1.63 in the prior quarter and $1.37 a year earlier, on net income of $89.3 million. Total net revenue rose to $287.6 million, but problem assets increased $57.5 million from June 30, 2026, and total client deposits fell $619.5 million over the quarter.
Net income attributable to WSFS was $89.3 million, versus $84.4 million in 2Q 2026 and $76.4 million in 3Q 2025.
Total net revenue was $287.6 million, versus $282.5 million in 2Q 2026 and $270.5 million in 3Q 2025.
Problem assets rose to $530.4 million from $472.9 million on June 30, 2026; provision for credit losses was $8.4 million, versus $5.0 million in 2Q 2026.
The board approved a quarterly cash dividend of $0.20 per share, payable November 20, 2026, and the company repurchased $59.6 million of common stock in the quarter.
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
VeriSign reported third-quarter 2026 revenue of $443 million, up 5.7% from a year earlier, and operating income of $296 million, up from $284 million. Diluted EPS rose to $2.35 from $2.27, although a $7.5 million pre-tax loss on assets held for sale reduced EPS by $0.06, and net income was flat at $213 million.
Revenue of $443 million for the quarter ended September 30, 2026, up 5.7% year over year
Diluted EPS of $2.35 versus $2.27; a $7.5 million pre-tax loss on assets held for sale lowered EPS by $0.06
Domain name base reached 182.5 million .com and .net registrations, up 6.1% year over year
Board approved a cash dividend of $0.81 per share, payable November 24, 2026 to holders of record on November 17, 2026
Omnicom reported third quarter 2026 results for the period ended September 30, 2026. Revenue rose to $6.4 billion from $4.0 billion, mainly due to the Interpublic (IPG) acquisition, and diluted EPS rose to $2.38 from $1.75. The results show progress on integration, though the filing does not include updated full-year guidance.
Revenue of $6.4 billion versus $4.0 billion in Q3 2025, mainly from the IPG acquisition, which closed November 26, 2025; core operations organic growth was 7.2%.
Diluted EPS of $2.38 versus $1.75; non-GAAP adjusted diluted EPS of $2.73 versus $2.24, up 21.9%.
Operating income of $991.7 million versus $530.1 million; includes a $106.8 million gain on the disposition of a subsidiary.
Management says Omnicom is on track to deliver $900 million in cost-reduction synergies in 2026.
Burke & Herbert Financial Services reported third quarter 2026 net income applicable to common shares of $36.2 million, or $1.78 per diluted share, compared with $9.3 million, or $0.50 per diluted share, in the second quarter. Adjusted diluted EPS, which excludes merger-related items, was $2.14, up from $2.03, and the board declared a $0.55 per share quarterly dividend. Nonperforming loans rose to $108.0 million, which the company said reflects a limited number of isolated credits.
Net interest income was $105.0 million, up from $93.0 million, reflecting a full quarter of LINKBANCORP results after the May 1, 2026 merger.
Non-interest expense fell to $74.5 million from $93.5 million; adjusted non-interest expense rose to $65.3 million from $61.1 million.
Nonperforming loans increased $12.7 million to $108.0 million, or 1.34% of total loans; the company does not currently expect material charge-offs.
Dividend of $0.55 per share is payable December 1, 2026, to shareholders of record as of November 13, 2026.
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.
Robert Half reported third-quarter 2026 results on October 22, 2026, with net income of $50 million ($0.49 per diluted share) on revenues of $1.359 billion, compared with $43 million ($0.43) on $1.354 billion a year earlier. For the nine months, net income fell to $90 million ($0.90 per share) from $101 million ($1.01), and revenues fell to $3.996 billion from $4.076 billion, so shareholders see a stronger quarter against a weaker year-to-date period.
Q3 2026 net income $50 million, or $0.49 per diluted share, vs. $43 million, or $0.43, in Q3 2025
Q3 2026 revenues $1.359 billion, vs. $1.354 billion in Q3 2025; CEO M. Keith Waddell called global enterprise revenues roughly flat on an adjusted basis
Nine-month net income $90 million ($0.90 per share) vs. $101 million ($1.01); nine-month revenues $3.996 billion vs. $4.076 billion
Talent solutions returned to adjusted year-over-year revenue growth of 2 percent, its first since 2022, per the CEO
Knowles reported third-quarter 2026 revenue of $184.0 million, up 20% from a year earlier and above the high end of its guidance, with GAAP diluted EPS of $0.24 versus $0.21. The company guided fourth-quarter 2026 revenue to $180 million to $190 million and non-GAAP diluted EPS to $0.39 to $0.43, and expects full-year 2026 revenue of $689 million, up 16%.
Q3 2026 revenue $184.0 million, up from $152.9 million in Q3 2025 and $166.8 million in Q2 2026
Q3 non-GAAP diluted EPS $0.38 versus $0.33 a year earlier; GAAP diluted EPS $0.24 versus $0.21
Q4 2026 guidance: revenue $180 million to $190 million; non-GAAP diluted EPS $0.39 to $0.43
Net cash provided by operating activities $44.6 million in Q3 2026 versus $29.1 million in Q3 2025
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.
Western Digital reported fiscal first quarter 2027 revenue of $4.38 billion, up 55% from a year earlier, and non-GAAP diluted EPS of $4.64, up 161%. GAAP diluted EPS was $4.63, down 44% from the prior quarter, which included a large Sandisk-related gain, and the company also raised its quarterly dividend 17% to $0.175 per share.
Q1 fiscal 2027 revenue $4.38 billion, up 55% year over year; GAAP gross margin 57.8%, non-GAAP 58.1%
GAAP diluted EPS $4.63 versus $3.07 a year earlier; non-GAAP diluted EPS $4.64 versus $1.78
Guidance for fiscal Q2 2027 at midpoint: revenue $5.1 billion (plus or minus $100 million) and non-GAAP diluted EPS $5.80 (plus or minus $0.20)
Quarterly cash dividend raised to $0.175 per share, payable December 17, 2026, to holders of record on December 4, 2026
USCB Financial Holdings reported third-quarter 2026 net income of $9.5 million, or $0.51 per fully diluted share, up from $8.9 million, or $0.45, a year earlier. Net interest income rose 14.2% and the net interest margin widened to 3.37%, while non-interest income fell 27.5%, so earnings per share improved on higher core lending income.
Net income of $9.5 million, or $0.51 per diluted share, for the quarter ended September 30, 2026, versus $8.9 million, or $0.45, a year earlier
Net interest income grew 14.2% to $24.3 million; net interest margin was 3.37% versus 3.14%
Non-interest income fell 27.5% to $2.7 million; non-interest expense rose 12.9% to $14.7 million
Quarterly cash dividend of $0.125 per share declared October 19, 2026, payable December 4, 2026; earnings call set for October 23, 2026 at 11:00 a.m. ET
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
FirstCash reported third-quarter revenue of $1.1 billion, up 18% from a year earlier, and GAAP diluted earnings of $2.33 per share, up 25%. The Board also declared a 10% dividend increase to $0.46 per share and the company repurchased $123 million of stock in the quarter. Growth was driven by the pawn segments, while the American First Finance payment solutions unit saw declining revenue and expects a further decline in the fourth quarter.
Q3 revenue was $1.1 billion, up 18% from the prior-year quarter; GAAP diluted EPS was $2.33 versus $1.86.
Q3 GAAP net income was $101 million, up 22%; adjusted diluted EPS was $2.68 versus $2.26.
Quarterly dividend of $0.46 per share is up 10%, payable November 24, 2026, to holders of record as of November 13, 2026.
AFF Q3 net revenues fell 20%, and fourth-quarter net revenue is expected to decrease 15% to 20%.
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
22nd Century Group said preliminary, unaudited third quarter 2026 net revenues were about $4.8 million, up 66% from $2.9 million in the second quarter, and gross profit was about $0.4 million versus a loss of $0.3 million in the prior quarter. The company's net loss narrowed to $2.6 million from $3.3 million, and the figures remain subject to final review and audit, so they may change materially.
Net revenues of about $4.8 million, up 66% from $2.9 million in Q2 2026
Gross profit of about $0.4 million, compared with a loss of $0.3 million in Q2 2026
Net loss of $2.6 million, compared with $3.3 million in Q2 2026; adjusted EBITDA loss of $2.2 million versus $3.5 million
Cash and equivalents were $3.9 million at quarter end; full Q3 earnings due on or before November 13, 2026
Procter & Gamble reported first-quarter fiscal 2027 results for the period ended September 30, 2026, with organic sales up 4.0% and core EPS up 1% to $2.00. The company maintained its fiscal 2027 organic sales, core EPS and all-in EPS growth guidance and updated net sales growth guidance to +2% to +4%, while citing a $1.4 billion after-tax headwind from higher energy, transportation and raw material costs.
Organic sales grew 4.0%, with volume up 2.4%, mix up 1.1% and pricing up 0.4%.
Core EPS was $2.00, up 1%; currency-neutral core EPS was $1.99, in line with the prior year.
Core gross margin fell 150 basis points to 50.0% and core operating margin fell 80 basis points to 25.9%.
Fiscal 2027 guidance: core EPS growth of 0% to 3% and all-in EPS growth of 1% to 5%, both maintained; net sales growth of 2% to 4%, updated.
Greene County Bancorp reported net income of $12.5 million, or $0.73 per share, for the three months ended September 30, 2026, up from $8.9 million, or $0.52 per share, a year earlier. The company said this was a record high, and net interest margin rose to 2.93% from 2.48%, while noninterest income fell due to a $1.2 million loss on securities sales.
Net income was $12.5 million, or $0.73 per basic and diluted share, versus $8.9 million, or $0.52, for the quarter ended September 30, 2025.
Net interest margin rose to 2.93% from 2.48%, and net interest income rose to $21.9 million from $17.5 million.
Noninterest income fell 27.0% to $2.9 million, mainly due to a $1.2 million loss on sales of available-for-sale securities.
Shareholders will vote on a proposal to rename the company Greene Bancorp, Inc. at the November 7, 2026 annual meeting.
Outdoor Holding Company's board raised its discretionary share repurchase authorization from $15.0 million to $35.0 million, a $20.0 million increase that includes all repurchases made since the program began in January 2026. The board also extended the program six months, through July 4, 2027. As of September 30, 2026, the company had repurchased 3,975,951 shares for about $8.4 million, leaving about $6.6 million available under the prior authorization. The filing says the company is not obligated to buy any specific number of shares, so the larger authorization gives it room to return more capital but does not commit it to do so.
Authorization increased from $15.0 million to $35.0 million, inclusive of all repurchases since inception.
Program extended six months, from January 4, 2027 to July 4, 2027.
As of September 30, 2026, 3,975,951 shares repurchased for about $8.4 million; about $6.6 million remained available.
Repurchases to be funded from existing cash, future operating cash flows or other legally available funds, and subject to Texas distribution limits.
Old Dominion Freight Line's Board declared a quarterly cash dividend of $0.29 per share, payable December 16, 2026, to holders of record at the close of business on December 2, 2026. The company says the payment is a 3.6% increase over the dividend paid in December 2025, which is a direct cash return to shareholders.
Dividend: $0.29 per share of common stock, declared October 22, 2026
Payment date: December 16, 2026; record date: December 2, 2026
Increase: 3.6% over the quarterly cash dividend paid in December 2025
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