AI filing briefs · archive

8-K filings in October 2026, explained

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).

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181 of 3,560 briefs match

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LVSLAS VEGAS SANDS CORP Oct 26, 8:32 PM ET

Las Vegas Sands unit Sands China plans USD senior notes offering

Neutral financing 8.01

Sands China Ltd., Las Vegas Sands' majority-owned subsidiary, said it intends to offer USD-denominated senior unsecured notes, with terms to be set at pricing. The filing says no binding agreement exists yet and the offering may or may not happen, so shareholders have no confirmed deal or financial effect to assess.

  • Sands China intends to offer USD-denominated senior unsecured notes; principal amounts, interest rates and other terms will be determined at pricing.
  • Planned uses include redeeming in full its US$700 million 2.300% senior notes due 2027, repaying the balance on its 2024 SCL Revolving Facility, and general corporate purposes.
  • As of October 26, 2026, no binding agreement existed, and Sands China has an eligibility letter from the Hong Kong Stock Exchange for a proposed listing of the notes.
Read the filing on SEC.gov ↗
CNCCENTENE CORP Oct 26, 7:05 PM ET

Centene raises 2026 adjusted EPS guidance to greater than $5.20 after Q3 results

Positive guidance 2.02

Centene reported third quarter 2026 results on October 27, 2026, with a GAAP diluted loss of $(0.14) per share and adjusted diluted EPS of $0.58, compared with $0.50 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance by $0.40 to greater than $5.20 and its GAAP diluted EPS guidance to greater than $3.46. For shareholders, the higher guidance and improved quarterly profit compared with 2025 point to a faster earnings recovery than the company had previously expected.

  • Q3 2026 GAAP diluted loss per share was $(0.14), compared with a $(13.50) loss in Q3 2025, which included a $6.7 billion goodwill impairment.
  • Q3 2026 adjusted diluted EPS was $0.58, up from $0.50 in Q3 2025.
  • Full-year 2026 adjusted diluted EPS guidance rose to greater than $5.20; GAAP diluted EPS guidance is greater than $3.46.
  • Total debt was reduced by $1.1 billion since June 30, 2026, including full redemption of the 2027 Senior Notes in October 2026.
Read the filing on SEC.gov ↗

Better Home & Finance adds Linda Yaccarino to board; director Paula Tuffin resigns

Neutral leadership Written later 5.02

Better Home & Finance Holding Co appointed Linda Yaccarino as an independent director effective October 20, 2026, and director Paula Tuffin resigned from the board effective immediately, as of October 22, 2026. Tuffin remains General Counsel, Chief Compliance Officer and Secretary, and the filing reports no disagreement behind her resignation. The changes alter board composition but the filing reports no financial results or operational impact.

  • Linda Yaccarino appointed to the Board effective October 20, 2026, with a term expiring at the 2027 annual meeting
  • Yaccarino will receive annual compensation of $175,000 in restricted stock
  • Paula Tuffin resigned from the Board effective immediately, notifying the Board on October 22, 2026
  • Tuffin will continue as General Counsel, Chief Compliance Officer and Secretary
Read the filing on SEC.gov ↗

Nautilus Biotechnology Q3 2026 revenue $0.2 million; net loss widens to $15.6 million

Mixed earnings Written later 2.02

Nautilus Biotechnology reported third quarter 2026 results for the period ended September 30, 2026, with revenue of $0.2 million, mainly grant revenue, compared with no revenue a year earlier. Net loss widened to $15.6 million from $13.6 million as operating expenses rose 10% to $16.9 million, and cash, cash equivalents and investments stood at $114.3 million at quarter end.

  • Q3 2026 revenue was $0.2 million, primarily grant revenue tied to a Michael J. Fox Foundation grant, versus no revenue in Q3 2025.
  • Operating expenses rose $1.5 million, or 10%, to $16.9 million, driven by higher laboratory, professional services and salary costs.
  • Net loss was $15.6 million, or $0.12 per share, compared with $13.6 million, or $0.11 per share, a year earlier.
  • Cash, cash equivalents and investments were $114.3 million as of September 30, 2026; the company said it expects up to $6 million from the ARPA-H-funded SEEDS consortium.
Read the filing on SEC.gov ↗
CMTVCOMMUNITY BANCORP /VT Oct 26, 6:43 PM ET

Community Bancorp. Q3 2026 net income rises 7.24% to $5.1 million

Positive earnings Written later 2.02

Community Bancorp. reported third-quarter 2026 net income of $5.1 million, or $0.91 per share, up from $4.7 million, or $0.84 per share, a year earlier. Net income for the first nine months was $14.1 million, or $2.53 per share, up 14.72%, alongside higher net interest income. For shareholders, per-share earnings rose, while the securities portfolio carried a $13.4 million reduction to equity from unrealized losses.

  • Q3 2026 net income was $5.1 million, up 7.24% from $4.7 million; earnings per share were $0.91 versus $0.84.
  • Nine-month 2026 net income was $14.1 million, or $2.53 per share, up 14.72% from $12.3 million.
  • Q3 net interest income rose 10.89% to $11.7 million, while non-interest income fell 8.98% to $1.9 million.
  • Quarterly dividend of $0.26 per share is payable November 1, 2026, to shareholders of record as of October 15, 2026.
Read the filing on SEC.gov ↗
PIIPolaris Inc. Oct 26, 6:21 PM ET

Polaris raises 2026 adjusted EPS guidance to $3.50-$3.60 as Q3 sales rise 11%

Positive guidance 2.02

Polaris reported third quarter 2026 sales of $2,043 million, up 11% from a year earlier, and diluted EPS of $0.66 versus a loss of $0.28 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, and raised adjusted sales guidance to $7.55 billion to $7.60 billion from $7.30 billion to $7.50 billion. Shareholders benefit from stronger sales and profit, though about $1.09 of the adjusted EPS guidance comes from tariff refunds recorded in the second and third quarters.

  • Q3 2026 sales were $2,043 million, up 11%; North America sales rose 14% to $1,815 million.
  • Q3 diluted EPS was $0.66 (net income attributable to Polaris of $38.4 million), compared with a $0.28 loss per share a year earlier; adjusted diluted EPS was $1.08 versus $0.41.
  • Q3 results include $10 million of tariff refunds, which added $0.13 to adjusted EPS.
  • Full-year 2026 adjusted EPS guidance is $3.50 to $3.60, up from $3.00 to $3.10; the company said about $1.09 of this is attributed to tariff refunds.
Read the filing on SEC.gov ↗
AMGNAMGEN INC Oct 26, 5:58 PM ET

Amgen appoints David W. Gibbs, former Yum! Brands CEO, to its board of directors

Neutral leadership 5.02

Amgen's board appointed David W. Gibbs as a director effective October 26, 2026. He will sit on the Audit Committee and the Compensation and Management Development Committee, and the board will have 13 directors, 12 of them independent. The filing describes a board seat, not a change in management, and discloses no financial results.

  • Gibbs was CEO of Yum! Brands from 2020 to September 2025 and has advised the company since October 2025.
  • He also serves on the boards of Under Armour, Inc. (since 2021) and PepsiCo, Inc. (since 2026).
  • Non-employee director pay includes a $115,000 annual cash retainer and a $220,000 annual equity grant, prorated for 2026.
  • The board will have 13 directors, 12 of whom are independent.
Read the filing on SEC.gov ↗
PPTAPERPETUA RESOURCES CORP. Oct 26, 5:30 PM ET

Perpetua Resources Extends Warrant Expiries and Signs $85 Million Tungsten Army Agreement

Neutral product/contract Written later 3.028.01

Perpetua Resources amended warrants covering 1,607,802 common shares, extending each expiry by up to six months. Its subsidiary also entered a cost-share Tungsten OTIA with the U.S. Army to evaluate tungsten concentrate production at the Stibnite Mining District, with a total estimated cost of up to about $85 million and a cost-share of up to $45 million. The filing gives shareholders a clearer view of potential dilution timing and a new federal-funded exploration program, though the filing notes later phases depend on future approvals and results.

  • Warrants for 1,607,802 common shares at $31.46 and $38.93 had original expiries of October 28, December 1 and December 23, 2026; each is extended by up to six months.
  • Tungsten OTIA total estimated cost is up to about $85 million, with cost-share of up to $45 million over a period ending October 19, 2029.
  • Subsidiary Perpetua Resources Idaho will match the U.S. Army's $40 million contribution; the initial 18-month phase is expected to cost about $18 million, shared equally.
Read the filing on SEC.gov ↗

Bold Eagle extends deadline to June 25, 2027 after shareholders approve amendment

Mixed shareholder Written later 1.013.023.035.078.01

On October 20, 2026, Bold Eagle Acquisition Corp. shareholders approved extending the date to complete an initial business combination from October 25, 2026 to June 25, 2027. Holders of 15,397,025 Class A shares redeemed for about $10.70 per share, leaving about $111,311,833 in the trust account, but non-redemption agreements with several investors are expected to keep more funds in the trust than would otherwise remain.

  • Extension Amendment Proposal approved: 20,448,699 for, 497,774 against, 0 abstentions.
  • 15,397,025 Class A shares redeemed at about $10.70 per share; about $111,311,833 left in the trust account.
  • Investors reversed their redemptions in exchange for monthly cash deposits of $134,507 into escrow, funded by the sponsor, until the earliest of a business combination closing, liquidation, or June 25, 2027.
  • Sponsor converted 5,159,999 Class B shares to Class A shares on October 23, 2026; 15,562,974 Class A shares were outstanding as of October 26, 2026.
Read the filing on SEC.gov ↗
DGDOLLAR GENERAL CORP Oct 26, 5:26 PM ET

Dollar General sued by FTC and states over marketing and sales practices

Negative legal/regulatory 8.01

Dollar General disclosed that the FTC and various states filed a lawsuit against it on October 26, 2026, in federal court in Tennessee, alleging violations of the FTC Act, the Gramm-Leach-Bliley Act and state consumer protection laws. The FTC had also demanded significant monetary relief, and the company says it intends to defend the case but cannot assure a successful outcome, which could have a material adverse effect on its consolidated financial statements.

  • FTC and states filed suit October 26, 2026, in the U.S. District Court for the Middle District of Tennessee
  • Plaintiffs seek injunctive relief, monetary judgment and civil penalties; the filing does not state an amount
  • Draft complaint and draft settlement order were received September 23, 2026, after a Civil Investigative Demand dated January 30, 2026
  • Company says it will vigorously defend the matter and that defense could involve significant costs
Read the filing on SEC.gov ↗

FF EAI Robotics completes Faraday Future robotics acquisition; issues first 2026 guidance

Mixed m&a Written later 7.01

FF EAI Robotics Ecosystem said it completed its acquisition of the robotics business of Faraday Future Intelligent Electric on October 23, 2026, paying with common and non-voting convertible preferred shares issued to a Faraday Future subsidiary. It also gave first-time full-year 2026 guidance of about 2,000 robots on a standalone basis, but the filing reports no revenue, profit, or EPS results, and the share issuance may dilute existing holders.

  • Acquisition closed October 23, 2026; consideration was common and non-voting convertible preferred shares issued to Smart Technology Holdings Ltd., a Faraday Future subsidiary
  • Standalone 2026 guidance of about 2,000 robots with positive unit gross margins; the company will consolidate the acquired business only from October 23, 2026
  • October sales and shipments expected to exceed 300 robots; cumulative sales expected to exceed 1,100 robots by month-end
  • Projected 2027 revenue of about $45.2 million under a five-year outlook that is not a guarantee of future performance
Read the filing on SEC.gov ↗
IQSTiQSTEL Inc Oct 26, 5:25 PM ET

iQSTEL closes up to $3 million two-year secured, non-convertible notes for Ultranet deal

Mixed financing Written later 1.012.033.028.01

On October 20, 2026, iQSTEL issued senior secured, non-convertible promissory notes of up to $3 million in aggregate to M2B Funding Corp. and ADI Funding LLC, along with pre-funded warrants for 420,000 shares, to help fund its planned 51% acquisition of Ultranet Telecom Group. The notes carry 18% annual interest and are secured by a first-priority interest in company collateral, and the warrants could add dilution, so the financing adds debt cost and potential share issuance for shareholders while the acquisition itself is not yet signed.

  • Up to $3 million in notes, split between two purchasers: first $750,000 per purchaser funded on or about October 20, 2026, and a second advance of up to $750,000 per purchaser due on or before December 1, 2026
  • Notes bear 18% annual interest payable monthly in cash; principal repaid in four equal installments over 24 months
  • Warrants for 420,000 shares at a $0.0001 exercise price were fully issued at the initial closing; holders may accelerate at 120% of funded principal after an uncured default
  • Company expects to sign the Ultranet share purchase agreement in November 2026 and target closing in the middle of the first quarter of 2027
Read the filing on SEC.gov ↗

Faraday Future completes robotics business transfer to FFR; FFR issues first 2026 guidance

Neutral m&a Written later 7.01

Faraday Future (FFAI) said its robotics business and related assets were transferred to FF EAI Robotics Ecosystem (Nasdaq: FFR) after an October 23, 2026 closing, with FFR issuing common and non-voting convertible preferred shares to Smart Technology Holdings, a FFAI subsidiary, as consideration. The filing gives FFR's standalone guidance of about 2,000 robots for 2026 and five-year projections, which the company says are not guarantees and do not represent FFR's consolidated 2026 results. For FFAI shareholders, the filing describes a shift from EV manufacturing toward robotaxi and robotics operations, but it does not report FFAI's own financial results or the value of its FFR stake.

  • Transaction closed October 23, 2026; FFR received the robotics business and related assets
  • FFR issued common and non-voting convertible preferred shares to Smart Technology Holdings Ltd., a FFAI subsidiary
  • FFR expects October 2026 sales and shipments above 300 robots and cumulative sales above 1,100 robots by end of October
  • FFR projects 2027 revenue of about $45.2 million and cumulative five-year revenue of about $1.98 billion
Read the filing on SEC.gov ↗
CBKCommercial Bancgroup, Inc. Oct 26, 5:23 PM ET

Commercial Bancgroup Q3 net income rises to $10.9 million, or $0.79 per diluted share

Positive earnings Written later 2.027.01

Commercial Bancgroup, Inc. reported third-quarter 2026 net income of $10.9 million, or $0.79 per diluted share, up from $9.5 million, or $0.77 per diluted share, a year earlier. Its board also declared a quarterly cash dividend of $0.12 per share, payable December 30, 2026, to holders of record on December 15, 2026.

  • Q3 2026 net income $10.9 million, or $0.79 per diluted share, versus $9.5 million, or $0.77, in Q3 2025
  • Nine-month net income $30.6 million, or $2.23 per diluted share, versus $27.1 million, or $2.22, a year earlier
  • Net interest margin 4.14% for the quarter, up 8 basis points from the second quarter of 2026
  • Quarterly cash dividend of $0.12 per share; record date December 15, 2026; payable December 30, 2026
Read the filing on SEC.gov ↗
EVEXEve Holding, Inc. Oct 26, 5:23 PM ET

Eve Holding: NYSE to delist EVEXW warrants after trading suspension for low price

Neutral legal/regulatory Written later 3.01

The NYSE has begun proceedings to delist Eve Holding's public warrants, ticker EVEXW, and suspended trading in them because of an abnormally low selling price. The filing says the common stock, ticker EVEX, is not affected and continues to trade on the NYSE.

  • NYSE notified the company on October 21, 2026 and the company announced it publicly on October 22, 2026.
  • Warrants (EVEXW) are suspended from trading and the NYSE will apply to the SEC to delist them once procedures are complete.
  • Each warrant is exercisable for one share of common stock at $11.50 per share.
  • Common stock (EVEX) continues to trade on the NYSE, subject to the company's other listing requirements.
Read the filing on SEC.gov ↗
LXFRLUXFER HOLDINGS PLC Oct 26, 5:17 PM ET

Luxfer discloses supplemental proxy details amid lawsuits over Wynnchurch buyout

Neutral m&a Written later 8.01

Luxfer Holdings PLC filed supplemental disclosures to its definitive proxy statement for its proposed $17.37-per-share cash sale to Double Eagle Acquisition Buyer, a Wynnchurch Capital-backed entity. The company said the disclosures respond to two New York lawsuits and demand letters alleging the proxy omitted material information, and that they do not change the consideration or the November 4, 2026 meeting timing. Shareholders are still asked to vote on the transaction, and the board continues to recommend voting FOR.

  • Proposed cash consideration is $17.37 per ordinary share; shareholder meetings are set for November 4, 2026.
  • Two lawsuits, Johnson v. Luxfer Holdings PLC and Thompson v. Luxfer Holdings PLC, were filed in the Supreme Court of the State of New York.
  • Supplemental disclosures cover standstill provisions, Deutsche Bank's discounted cash flow analysis (implied value $15.05 to $20.80 per share), and precedent transaction multiples.
  • The company says the allegations are without merit and that it denies all allegations in the actions.
Read the filing on SEC.gov ↗
VENUVenu Holding Corp Oct 26, 5:15 PM ET

Venu Holding closes McKinney land sale-leaseback with STORE and amends city agreement

Mixed financing Written later 1.013.028.01

Venu Holding Corp and subsidiaries executed agreements on October 20, 2026, selling the approximately 46-acre McKinney Parcel under The Sunset McKinney to STORE Capital Acquisitions, LLC and amending its Chapter 380 agreement with the City of McKinney. The city agreement lets the company keep operating control but adds a $3,000,000 cap on certain annual operations incentives and reduces a separated materials tax grant, while the company expects to be reimbursed the full $35,000,000 land purchase price if it meets construction milestones.

  • Land sale to STORE and the McKinney Sale-Leaseback closed on October 20, 2026, the Execution Date.
  • The company expects reimbursement of the full $35,000,000 land price ($10,000,000 cash plus $25,000,000 MEDC Note) if a TCO is received by December 3, 2027, or a CO by June 3, 2028.
  • Certain annual operations incentives for years 12 through 16 are capped at $3,000,000 in aggregate.
  • The filing excerpt does not state the sale-leaseback sale price.
Read the filing on SEC.gov ↗

West Pharmaceutical refinances $130 million in debt with new $750 million credit facility

Neutral financing 1.011.022.03

On October 26, 2026, West Pharmaceutical Services entered a new credit agreement with Bank of America as administrative agent. It includes a $750 million revolving facility and a $200 million term loan advanced on the effective date, and the company used the borrowings to repay $130.0 million outstanding under its 2019 credit agreement, which it terminated with no early termination penalties. The filing reports no change to earnings or guidance, but it sets new debt terms, including a maximum net leverage ratio of 3.50 to 1.0.

  • New credit agreement provides a $750 million revolving facility and a $200 million term loan, with a five-year term from October 26, 2026.
  • $130.0 million outstanding under the 2019 credit agreement was repaid in full on October 26, 2026, with no early termination penalties.
  • Borrowings are unsecured; the net leverage covenant caps the ratio at 3.50 to 1.0, or 4.00 to 1.0 during material acquisition periods.
  • Term loan quarterly amortization starts March 31, 2028, at $1.25 million to $2.5 million per quarter, with the balance due at maturity.
Read the filing on SEC.gov ↗
GRBKGreen Brick Partners, Inc. Oct 26, 5:14 PM ET

Green Brick Partners appoints Co-CEO Jed Dolson to board, expands board to seven

Neutral leadership 5.02

Green Brick Partners, Inc. appointed Jed Dolson, its Co-Chief Executive Officer, to its Board of Directors effective immediately, with the appointment made October 22, 2026. The Board was expanded to seven directors at the same time, and Mr. Dolson will stand for re-election at the 2027 Annual Meeting of Stockholders.

  • Board appointed Jed Dolson, Co-Chief Executive Officer, as a director on October 22, 2026, effective immediately
  • Board size increased to seven directors concurrent with the appointment
  • Mr. Dolson's term expires at the 2027 Annual Meeting of Stockholders, when he will stand for re-election
  • Filing states no arrangements or reportable related-party transactions involving Mr. Dolson
Read the filing on SEC.gov ↗
CYCUCycurion, Inc. Oct 26, 5:10 PM ET

Cycurion: Director Ginsberg leaves three board committees over independence; Penn appointed

Neutral leadership Written later 5.02

Cycurion's board determined that director Peter R. Ginsberg no longer meets independence requirements for three board committees because of legal work his law firm performed for the company in 2026. Ginsberg stepped down from those committees effective October 20, 2026, but remains a director, and J. Derek Penn was appointed to the board and to the Audit, Compensation, and Nominating and Corporate Governance committees.

  • Peter R. Ginsberg stepped down from the Audit, Compensation, and Nominating and Corporate Governance committees effective October 20, 2026, and remains a director.
  • The company cited payments made during 2026 to Ginsberg's law firm as the reason he no longer met independence requirements, which it attributes to an administrative oversight.
  • J. Derek Penn was appointed to fill a board vacancy effective October 20, 2026, and joined the three committees the same day.
  • The company says it is implementing enhanced procedures for director independence reviews and related-party transaction monitoring.
Read the filing on SEC.gov ↗
EQEquillium, Inc. Oct 26, 5:09 PM ET

Equillium: $20.0 million private placement closes after first EQ504 subject dosed

Neutral financing Written later 3.027.018.01

Equillium said on October 26, 2026 that it dosed the first subject in its Phase 1 trial of EQ504 in Australia, which triggered the Milestone Closing of its August 2025 private placement. The company sold 14,957,260 shares at $0.57 and 20,130,457 pre-funded warrants at $0.5669 for gross proceeds of about $20.0 million before fees. The sale adds to the share count, and the company must file resale registration statements within 30 days, with cash penalties for registration failures.

  • Milestone Closing on October 26, 2026: 14,957,260 shares at $0.57 and 20,130,457 pre-funded warrants at $0.5669 each.
  • Gross proceeds of about $20.0 million before fees; total equity private placement proceeds of about $50 million.
  • Investors waived the $2.50 weighted average price threshold on October 26, 2026.
  • Registration statements for resale must be filed within 30 days of the Milestone Closing, with cash penalties for registration failures.
Read the filing on SEC.gov ↗
ONCOOnconetix, Inc. Oct 26, 5:04 PM ET

Onconetix to effect 1-for-10 reverse stock split effective November 6, 2026

Neutral shareholder Written later 8.01

Onconetix, Inc. said its Board approved an additional one-for-ten reverse stock split of its common stock, which will bring the aggregate split ratio under the stockholder-approved authority to one-for-one hundred with a May 21, 2026 split. Shares are expected to begin trading on a split-adjusted basis on Nasdaq on November 6, 2026, under the existing symbol ONCO. The split reduces the share count but does not change any stockholder's percentage ownership, apart from cash paid for fractional shares.

  • Reverse split of one-for-ten is expected to take effect at 12:01 a.m. Eastern Time on November 6, 2026
  • Outstanding shares expected to fall from approximately 5.9 million to approximately 589,000
  • Combined with the May 21, 2026 split, the aggregate ratio is one-for-one hundred; new CUSIP 68237Q500 and symbol ONCO unchanged
  • No fractional shares will be issued; holders will receive cash in lieu, and authorized shares remain at 250,000,000
Read the filing on SEC.gov ↗
NENoble Corp plc Oct 26, 5:03 PM ET

Noble Q3 2026 net loss widens to $117 million; revenue $729 million, down from $798 million

Negative earnings 2.027.01

Noble reported a third-quarter 2026 net loss of $117 million, or $0.73 per diluted share, compared with a loss of $21 million a year earlier, and Adjusted EBITDA of $201 million versus $254 million. Full-year guidance narrowed, with the Adjusted EBITDA top end lowered to $900 million from $925 million and the Capital Expenditures range raised, which matters to shareholders because it signals lower top-end earnings and higher spending for 2026.

  • Q3 2026 total revenue was $729 million, versus $798 million in Q3 2025 and $720 million in Q2 2026.
  • Full-year 2026 Adjusted EBITDA guidance narrowed to $850-$900 million from $850-$925 million; revenue guidance narrowed to $2,850-$2,900 million.
  • Full-year 2026 Capital Expenditures guidance raised to $680-$705 million from $615-$665 million, primarily due to higher customer reimbursable spending.
  • Board approved a $0.50 per share dividend for Q4 2026, payable December 17, 2026, to holders of record on November 25, 2026.
Read the filing on SEC.gov ↗
BROBROWN & BROWN, INC. Oct 26, 5:03 PM ET

Brown & Brown Q3 revenue rises 7.4% to $1.7 billion; diluted EPS falls to $0.67

Mixed earnings 2.02

Brown & Brown reported unaudited third-quarter 2026 results on October 26, 2026, with total revenues of $1.7 billion, up 7.4%, and net income attributable to the Company of $240 million, up 5.7%. Diluted net income per share fell 1.5% to $0.67, while adjusted diluted net income per share rose 1.9% to $1.07, and margins declined from the prior-year quarter.

  • Total revenues of $1.7 billion, up 7.4%; Organic Revenue growth of 1.2%
  • Net income attributable to the Company of $240 million, up 5.7%
  • Diluted net income per share of $0.67, down 1.5%; adjusted diluted net income per share of $1.07, up 1.9%
  • Income Before Income Taxes Margin of 18.6% vs. 19.4%; EBITDAC Margin - Adjusted of 34.6% vs. 36.6%
Read the filing on SEC.gov ↗
NMFCNew Mountain Finance Corp Oct 26, 5:01 PM ET

New Mountain Finance extends $150 million stock repurchase program through December 2027

Neutral shareholder Written later 8.01

New Mountain Finance Corporation's board approved on October 20, 2026 an extension of its stock repurchase program through December 31, 2027, from the original December 31, 2026 expiry. The company says about $70 million of repurchases have been made under the $150 million program so far, and it may buy shares but is not obligated to do so.

  • Board approved the extension on October 20, 2026; announced in a press release dated October 26, 2026
  • Program authorizes repurchases of up to $150 million of common stock, now running through December 31, 2027
  • Approximately $70 million of repurchases made to date under the program
  • Company says it believes sustained market volatility may leave its stock undervalued from time to time
Read the filing on SEC.gov ↗
MEDSDataMeds AI, Inc. Oct 26, 5:00 PM ET

DataMEDS AI non-binding LOI would leave public holders ~10.5% after share issuance

Negative m&a Written later 1.017.01

DataMEDS AI entered into a non-binding Second Amended and Restated Letter of Intent dated October 19, 2026, with EOS, Scilex, Datavault AI, HealthBridge Advisors and others to acquire QLPM intellectual property, expand a Datavault AI license, and take a controlling interest in Tollo Health, paid in company stock. The filing says existing public stockholders are expected to hold about 10.5% after closing, so the deal would substantially dilute current shareholders. Closing still requires definitive agreements, stockholder and Nasdaq approvals, and other conditions.

  • Target post-closing ownership: EOS 14.9%, Scilex 14.9%, Datavault 19.9%, Fortitude 5%, HBA and THI 24.9%, REBOOT 9.9%; existing public holders about 10.5%
  • Closing requires a liability threshold of not more than $2,000,000 and stockholder and Nasdaq approvals
  • Company agreed to reimburse Scilex, Datavault and EOS up to $250,000 in legal fees, payable at Closing
  • Exclusivity runs through November 30, 2026; Gerald Commissiong to serve as Interim Co-Chief Executive Officer
Read the filing on SEC.gov ↗
GOAIEva Live Inc Oct 26, 5:00 PM ET

Eva Live disputes lender's claim that $7.4 million in notes rose 10% after Dune deal

Negative financing Written later 2.04

Eva Live said Streeterville Capital asserted that the company's October 2, 2026 Dune Equity Holdings deal breached the terms of two convertible notes, triggering a 10% increase in their outstanding balances. The company estimates the increase at about $741,786, raising the total to about $8,159,643, and disputes the lender's position and reserves all rights. Shareholders face potential added debt and possible legal or enforcement action, and the outcome is uncertain.

  • Streeterville's October 20, 2026 letter asserts a Major Trigger Event under each note as of October 2, 2026, and says the outstanding balances rose 10%.
  • The company estimates the balance would rise from about $7,417,857 to about $8,159,643, including about $522,302 on the February note and about $219,483 on the July note.
  • Streeterville has not delivered a cure demand or declared an Event of Default, according to the filing.
  • The company disputes the lender's assertions and says it is evaluating its options, which may include legal proceedings.
Read the filing on SEC.gov ↗
XBPXBP Global Holdings, Inc. Oct 26, 5:00 PM ET

XBP Global Chairman Par Chadha Will Not Stand for Re-Election to Board

Neutral leadership Written later 5.02

XBP Global Holdings disclosed that Chairman Par Chadha has told the company he will not seek re-election to the Board at the next annual meeting of stockholders. The company said the decision was not due to any disagreement over its operations, policies or practices, and Chadha will remain chairman and a director until his current term expires or he resigns earlier.

  • Par Chadha notified the company on October 20, 2026 that he will not stand for re-election as a director.
  • He will continue as Chairman and director until his current term expires, unless he resigns earlier.
  • The company stated the decision did not stem from any disagreement on operations, policies or practices.
Read the filing on SEC.gov ↗
BRBSBLUE RIDGE BANKSHARES, INC. Oct 26, 5:00 PM ET

Blue Ridge Bankshares posts Q3 net loss of $4.2 million on $8.5 million credit provision

Mixed earnings Written later 2.02

Blue Ridge Bankshares reported a third-quarter 2026 net loss of $4.2 million, or ($0.05) per diluted share, wider than the $1.3 million loss in the second quarter and down from $5.6 million of net income a year earlier. Most of the credit provision tied to a single out-of-market loan relationship, while adjusted pre-tax earnings improved and the HomeTrust merger remains pending.

  • Net loss of $4.2 million, or ($0.05) per diluted share, versus net income of $5.6 million, or $0.06 per diluted share, in the third quarter of 2025.
  • Pre-tax provision for credit losses was $8.5 million, mainly linked to one out-of-market relationship; the company charged off $9.9 million on that borrower.
  • Adjusted pre-tax earnings rose to $5.3 million from $2.9 million in the second quarter of 2026.
  • HomeTrust merger agreement was announced August 17, 2026, and is expected to close in the first quarter of 2027, pending approvals.
Read the filing on SEC.gov ↗
ZEOZeo Energy Corp. Oct 26, 4:57 PM ET

Zeo Energy gets Nasdaq extension to April 19, 2027 to fix low share price

Negative legal/regulatory Written later 3.01

Nasdaq granted Zeo Energy Corp. an additional 180 calendar days to regain compliance with the $1.00 minimum bid price rule for its Class A common stock. The company's stock listing and trading on the Nasdaq Capital Market are not immediately affected, but the company says there is no assurance it will regain compliance.

  • Nasdaq letter dated October 22, 2026 extends the compliance deadline to April 19, 2027.
  • The original 180-day compliance period was set to end October 20, 2026, after Nasdaq's April 23, 2026 notice.
  • The minimum closing bid price required is $1.00 per share for Class A common stock.
  • The company intends to monitor its bid price and consider options to regain compliance.
Read the filing on SEC.gov ↗
NUENUCOR CORP Oct 26, 4:54 PM ET

Nucor Reports Third Quarter 2026 Net Earnings of $1.32 Billion

Positive earnings 2.027.01

Nucor Corporation announced net earnings of $1.32 billion, or $5.80 per diluted share, for the third quarter of 2026, up from $1.16 billion in the second quarter. The company returned $629 million to stockholders through share repurchases and dividends during the quarter and expects fourth-quarter earnings to be generally in line with or modestly higher than the third quarter.

  • Net earnings attributable to Nucor stockholders were $1.32 billion, or $5.80 per diluted share, on net sales of $11.25 billion for Q3 2026.
  • The company returned approximately $629 million to stockholders in Q3 2026 through share repurchases and dividend payments.
  • Nucor repurchased approximately 2.03 million shares at an average price of $247.04 per share during the third quarter.
Read the filing on SEC.gov ↗
RLYBRallybio Corp Oct 26, 4:53 PM ET

Rallybio declares $82.7 million special cash distribution tied to Avenzo merger

Neutral shareholder Written later 8.01

Rallybio's board declared an estimated $82.7 million special cash distribution, or about $13.56 per share, payable to holders of record as of November 5, 2026, in connection with its planned merger with Avenzo Therapeutics. Payment depends on stockholder approval at the November 4, 2026 annual meeting, and the actual amount may be higher or lower than the estimate. Shareholders buying during the due bill period (November 4 through November 6, 2026) will receive the distribution, while sellers will not.

  • Estimated cash distribution of $82.7 million, or $13.56 per share, based on 6,378,168 shares and equivalents outstanding as of October 21, 2026
  • Record Date November 5, 2026; ex-dividend date expected November 6, 2026; distribution scheduled for November 13, 2026
  • Payment conditioned on Required Company Stockholder Vote at the annual meeting at 10:00 a.m. Eastern Time on November 4, 2026
  • Merger closing expected on or about November 6, 2026
Read the filing on SEC.gov ↗

Standex appoints Brenna Preisser to board; B. Joanne Edwards to retire January 1, 2027

Neutral leadership 5.02

Standex International named Brenna D. Preisser, president of Brunswick's boat group, as an independent director effective January 1, 2027, succeeding longtime director B. Joanne Edwards, who is retiring. The filing says the change followed a succession planning process and that Edwards' retirement was not due to any disagreement with the company.

  • Preisser appointed Class I director effective January 1, 2027; Edwards retires from the board effective the same date after serving since 2018
  • Preisser to join the Compensation Committee and Innovation & Technology Committee; Edwards chairs the Nominating & Corporate Governance Committee
  • Preisser receives a restricted stock award valued at $150,000 vesting on the third anniversary of the grant date
Read the filing on SEC.gov ↗
SORNSoren Acquisition Corp. Oct 26, 4:48 PM ET

Soren Acquisition Corp. names Joseph Tonnos CFO and fills three board seats

Neutral leadership Written later 5.027.01

On October 20, 2026, Soren Acquisition Corp. replaced its chief financial officer and changed three of its board seats, with Joseph Tonnos becoming CFO in place of Jamie Weber, who also resigned as a director. Arghavan Di Rezze remains chief executive officer. The filing reports no financial results, and the compensation for the new directors and CFO has not been determined.

  • Joseph Tonnos was appointed CFO effective October 20, 2026, succeeding Jamie Weber, who resigned as CFO and director.
  • Spencer Gerrol and Charles N. Kahn III resigned as directors effective October 20, 2026; Roger Cloutier Jr., Austin Criden and Joseph Tonnos filled the three vacancies.
  • Compensation for the new directors and CFO has not been determined; each is expected to receive an indirect economic interest in founder shares held by sponsor Soren Holdings LLC.
  • The company furnished an October 26, 2026 press release announcing the appointments as Exhibit 99.1.
Read the filing on SEC.gov ↗
MIRMMirum Pharmaceuticals, Inc. Oct 26, 4:47 PM ET

Mirum reports positive Cohort 2 results for ATEBRIOZ in pediatric FOP patients aged 6 to <12

Positive other Written later 8.01

Mirum Pharmaceuticals said its 25-patient Cohort 2 trial of ATEBRIOZ (zilurgisertib) in children aged 6 to under 12 with fibrodysplasia ossificans progressiva showed reduced heterotopic ossification lesion volume and improved joint mobility at Week 24 compared with placebo. The company plans to submit a supplemental New Drug Application in the first half of 2027 to expand the approved indication to this age group.

  • Mean total HO lesion volume fell 8.09 cm³ with ATEBRIOZ versus a 9.14 cm³ increase with placebo (nominal p=0.003).
  • No ATEBRIOZ-treated patients developed new HO lesions, compared with 1 patient (7.7%) on placebo.
  • Mean CAJIS joint mobility score improved 0.80 points with ATEBRIOZ versus 0.09 points with placebo at Week 24.
  • The company plans a supplemental NDA submission in the first half of 2027; full Cohort 2 results will be presented at an upcoming medical meeting.
Read the filing on SEC.gov ↗
KNTKKinetik Holdings Inc. Oct 26, 4:46 PM ET

Kinetik settles dispute over end date of NGL purchase agreement with Energy Transfer

Neutral legal/regulatory 8.01

Kinetik subsidiary EagleClaw Midstream Ventures agreed on October 23, 2026 to resolve a previously disclosed dispute with Energy Transfer over when an NGL purchase agreement expires. Under the settlement, both parties confirmed the agreement's final day of term is December 31, 2026. The filing notes that a related litigation over two Energy Transfer agreements, including this one, remains pending adjudication.

  • Settlement agreed October 23, 2026 between EagleClaw Midstream Ventures and Energy Transfer GC NGL Product Services
  • ECMV NGL purchase agreement final day of term confirmed as December 31, 2026
  • The agreement is one of two Energy Transfer agreements subject to previously disclosed litigation, which awaits adjudication
Read the filing on SEC.gov ↗
LGVNLongeveron Inc. Oct 26, 4:44 PM ET

Longeveron says secondary endpoint hit significance in ELPIS II after primary miss

Mixed other Written later 8.01

Longeveron reported updated ELPIS II Phase 2b results for laromestrocel in 40 infants with hypoplastic left heart syndrome. The trial did not meet its primary endpoint of change in right ventricular ejection fraction at Month 12, but a pre-specified secondary endpoint, major adverse cardiac events (MACE), reached statistical significance. The company plans to request an FDA meeting, and the results are scheduled for presentation at the AHA 2026 Scientific Sessions.

  • Primary endpoint not met: mean RVEF decreased 2.6 percentage points in the standard of care group and 3.3 points in the laromestrocel group, with no statistically significant difference (p=0.68).
  • MACE: 8 events in the standard of care arm versus 1 in the laromestrocel arm (P=0.043).
  • FDA previously advised Longeveron that RVEF alone would not be sufficient to demonstrate efficacy for regulatory approval.
  • Data selected for a late-breaking podium presentation at AHA 2026 Scientific Sessions on November 8, 2026, in Chicago.
Read the filing on SEC.gov ↗
FLXSFLEXSTEEL INDUSTRIES INC Oct 26, 4:42 PM ET

Flexsteel sales rise 3.2% to $114.0 million, but quarterly profit falls

Mixed earnings Written later 2.027.01

Flexsteel reported fiscal first-quarter 2027 results for the period ended September 30, 2026, with net sales up 3.2% to $114.0 million. Operating income fell to $6.9 million from $9.0 million, and diluted earnings per share dropped to $1.24 from $1.31, as gross margin declined on currency effects and higher energy and material costs. The company expects second-quarter sales of $119.5 million to $123.0 million and a GAAP operating margin of 6.5% to 7.0%.

  • Net sales were $114.0 million, up 3.2% from $110.4 million; Flexsteel-branded sales rose 5.1% while the exited Homestyles line fell 57.6%.
  • GAAP operating income was $6.9 million, or 6.0% of net sales, versus $9.0 million, or 8.1%, a year earlier.
  • Diluted EPS was $1.24 versus $1.31; net income was $5.4 million versus $7.3 million.
  • For the quarter ending December 2026, the company guides to sales of $119.5 million to $123.0 million (1% to 4% growth) and a 6.5% to 7.0% operating margin; a conference call is set for October 27, 2026 at 8:00 a.m. Central Time.
Read the filing on SEC.gov ↗

Supernus terminates UBS credit line ahead of Indivior combination

Neutral financing 1.02

Supernus Pharmaceuticals terminated its uncommitted UBS revolving credit line on October 20, 2026, in connection with its planned business combination with Indivior Pharmaceuticals and a new senior secured credit facility for the combined company. The company reported no outstanding borrowings and no early termination penalties, so the termination itself has no direct financial cost disclosed in the filing.

  • Terminated UBS Credit Line Agreement dated February 8, 2023, with UBS Bank USA on October 20, 2026
  • No advances, letters of credit or other borrowings were outstanding at termination
  • No early termination penalties were incurred; the Bank's security interests in the collateral were released
  • Termination tied to the pending combination with Indivior Pharmaceuticals under a merger agreement dated August 1, 2026
Read the filing on SEC.gov ↗
CMCOCOLUMBUS MCKINNON CORP Oct 26, 4:41 PM ET

Columbus McKinnon declares $0.07 per share quarterly dividend, payable November 16, 2026

Neutral shareholder Written later 8.01

Columbus McKinnon's Board approved a regular quarterly dividend of $0.07 per common share on October 26, 2026. Shareholders of record on November 6, 2026 will receive the payment on or about November 16, 2026, and the filing notes about 28.9 million common shares outstanding.

  • Dividend amount: $0.07 per common share, declared October 26, 2026
  • Record date: close of business November 6, 2026
  • Payment date: on or about November 16, 2026
  • Approximately 28.9 million common shares outstanding per the press release
Read the filing on SEC.gov ↗

Cumberland plans ifetroban NDA filing for DMD heart disease despite FDA data concerns

Mixed legal/regulatory Written later 7.018.01

Cumberland Pharmaceuticals plans to submit a New Drug Application to the FDA for ifetroban as a treatment for cardiomyopathy associated with Duchenne muscular dystrophy, seeking Traditional Approval based on its FIGHT DMD trial and natural history data. The FDA raised concerns that the proposed data package may not be sufficient to show substantial evidence of efficacy and requested additional analysis, and the company states there is no assurance the FDA will accept the filing or approve the drug.

  • The 12-month Phase 2 FIGHT DMD trial showed a statistically significant 5.4% absolute improvement in left ventricular ejection fraction (p=0.002) versus a control group.
  • The FDA suggested a Phase 3, randomized, placebo-controlled trial earlier in the review process, and expressed concerns about the sufficiency of the proposed data package at a pre-NDA meeting held this fall.
  • The FDA granted the company's request for rolling review of the NDA, allowing completed sections to be submitted before the full application.
  • The planned submission includes safety data from more than 1,400 subjects across approximately 30 clinical studies of ifetroban.
Read the filing on SEC.gov ↗

Praetorian Acquisition replaces CFO and three directors; Joseph Tonnos named CFO

Neutral leadership Written later 5.027.01

Praetorian Acquisition Corp. announced a leadership transition effective October 20, 2026. Peter Ondishin resigned as Chief Financial Officer and director, and Joseph Tonnos was appointed CFO, while three directors resigned and three new independent directors were appointed. Justin Di Rezze, M.D. continues as Chief Executive Officer, and the compensation arrangements for the new directors and CFO have not been determined.

  • Nicole Seligman, Erica Dorfman and Alex Elias resigned as directors effective October 20, 2026; they also served on the Audit and Compensation Committees.
  • Peter Ondishin resigned as Chief Financial Officer and director effective October 20, 2026.
  • Joseph Tonnos was appointed Chief Financial Officer and a Class II director; Roger L. Cloutier Jr., Jimmy Vaiopoulos and Charles P. Garcia were appointed as directors.
  • Compensation for the new directors and CFO has not been determined; they will enter the Company's standard director indemnity agreement.
Read the filing on SEC.gov ↗
WEAVWeave Communications, Inc. Oct 26, 4:40 PM ET

Weave to Be Taken Private by Francisco Partners at $7.40 Per Share in Cash

Positive m&a Written later 1.011.022.012.033.013.035.015.025.038.01

On October 26, 2026, Francisco Partners completed its acquisition of Weave Communications, and Weave stock stopped trading on the New York Stock Exchange. Stockholders received $7.40 in cash per share, and the company repaid its existing credit facility and entered a new credit agreement with Hercules Capital. Shareholders no longer hold Weave stock, and the company will operate as a privately held company.

  • Stockholders receive $7.40 per share in cash, a premium of about 34% to the unaffected closing price on August 17, 2026.
  • Total merger consideration was about $597.46 million; the transaction was valued at about $650 million.
  • Weave common stock ceased trading and is no longer listed on the NYSE.
  • New Credit Agreement with Hercules Capital provides a $190 million initial term loan, a $25 million delayed draw term loan and a $25 million revolving credit facility.
Read the filing on SEC.gov ↗
TBITrueBlue, Inc. Oct 26, 4:36 PM ET

TrueBlue Adds Elizabeth Castro Gulacsy to Board, Board Grows to Ten Directors

Neutral leadership Written later 5.028.01

TrueBlue appointed Elizabeth Castro Gulacsy, former CFO of United Parks & Resorts, as an independent director effective October 26, 2026, and she joins the Audit Committee. The appointment was made under a Cooperation Agreement with Eric H. Su and related entities dated April 10, 2026, and it expands the board to ten directors.

  • Elizabeth Castro Gulacsy appointed to the board effective October 26, 2026; board increased from nine to ten directors
  • She will serve on the Audit Committee; nine of the ten directors are independent
  • Appointment made under a Cooperation Agreement with Eric H. Su, EHS Management LLC and EHS Azure Opportunity Fund LP dated April 10, 2026
  • Prior roles include CFO and Treasurer of United Parks & Resorts and Chief Accounting Officer at Cross Country Healthcare
Read the filing on SEC.gov ↗
DHIHORTON D R INC /DE/ Oct 26, 4:35 PM ET

D.R. Horton adds Carl Reichardt to board as independent director, expanding it to nine

Neutral leadership 5.02

D.R. Horton appointed Carl E. Reichardt, Jr. as an independent director effective October 22, 2026, expanding the board to nine members, seven of them independent. He receives annual cash fees of $80,000 and equity awards with grant-date values of $235,000 and $250,000, a routine governance change with limited direct financial effect on shareholders.

  • Carl E. Reichardt, Jr. appointed to the Board effective October 22, 2026; board expands to nine directors, seven independent
  • Annual cash fees of $80,000, paid in quarterly installments of $20,000
  • Annual RSU award with $235,000 grant-date value, plus one-time new director RSU award of $250,000
  • Board will consider committee appointments after the January 14, 2027 Annual Meeting of Stockholders
Read the filing on SEC.gov ↗
FSUNFIRSTSUN CAPITAL BANCORP Oct 26, 4:34 PM ET

FirstSun posts Q3 net income of $38.4 million, $0.82 a diluted share, after Q2 loss

Positive earnings Written later 2.027.01

FirstSun Capital Bancorp reported third-quarter 2026 net income of $38.4 million, or $0.82 per diluted share, compared with a net loss of $22.9 million in the second quarter. Adjusted net income, a non-GAAP measure, was $48.2 million, or $1.03 per diluted share. Results were driven by lower noninterest expense after merger-related costs fell, and a higher net interest margin.

  • Net income $38.4 million, $0.82 per diluted share, versus a net loss of $22.9 million, or $0.49 per share, in Q2 2026; Q3 2025 diluted EPS was also $0.82
  • Adjusted net income $48.2 million, $1.03 per diluted share, versus $21.0 million, $0.45 per share, in Q2 2026
  • Net interest margin rose 24 basis points to 3.82%; noninterest expense fell $45.2 million to $126.6 million, with merger-related expenses down $44.3 million
  • Repurchased 1,245,224 common shares for $49.7 million; core system conversion of First Foundation completed in late September 2026
Read the filing on SEC.gov ↗
AMATAPPLIED MATERIALS INC /DE Oct 26, 4:34 PM ET

Applied Materials to raise Besi stake to about 20% via accelerated share purchase

Neutral m&a 8.01

Applied Materials entered into an accelerated share purchase agreement on October 26, 2026, to buy more shares of BE Semiconductor Industries (Besi). Including its existing holding, Applied would own about 20% of Besi's outstanding shares. Delivery of the shares depends on the expiration or termination of the HSR Act waiting period, and the filing gives no purchase price or financial impact.

  • Post-purchase ownership would be about 20% of Besi's outstanding common stock, including Applied's existing shares.
  • Applied first invested in Besi in April 2025 and says the stake is long term.
  • Share delivery is subject to the expiration or termination of the HSR Act waiting period.
  • Applied says it has no current intention to go above 20% and does not intend to seek a Besi board seat.
Read the filing on SEC.gov ↗
HITHealth In Tech, Inc. Oct 26, 4:33 PM ET

Health In Tech Names Sanjay Shrestha CEO; Founder Tim Johnson Becomes Executive Chairman

Neutral leadership Written later 5.027.01

Health In Tech appointed Sanjay Shrestha as Chief Executive Officer effective October 20, 2026, succeeding founder Tim Johnson, who became Executive Chairman on the same date. The filing sets out Shrestha's employment terms and restricted stock awards, and part of the equity grant depends on stockholder approval of a plan amendment.

  • Shrestha, age 52, previously served as a director from April 2025 until his resignation in August 2026.
  • Base salary is $500,000, increasing to at least $700,000 upon the Company raising at least $10,000,000.
  • Sign-On Award of 2,000,000 Class A shares; Market Capitalization Awards total 4,500,000 shares.
  • MC-2, MC-3 and MC-4 tranches (2,500,000 shares) depend on stockholder approval at the November 10, 2026 annual meeting.
Read the filing on SEC.gov ↗
WELLWELLTOWER INC. Oct 26, 4:33 PM ET

Welltower Reports Third Quarter 2026 Results and Raises Full-Year Outlook

Positive earnings 2.027.01

Welltower Inc. reported third quarter 2026 net income of $415 million and raised its full-year guidance for net income and normalized FFO per diluted share. The company also declared a quarterly cash dividend of $0.85 per share.

  • Reported net income of $415 million and normalized FFO of $1.67 per diluted share for Q3 2026.
  • Raised full-year 2026 net income guidance to a range of $3.31 to $3.37 per diluted share.
  • Declared a quarterly cash dividend of $0.85 per share, payable on November 19, 2026.
  • Closed or under contract to close $21.0 billion of pro rata gross investments year-to-date.
Read the filing on SEC.gov ↗
DORMDorman Products, Inc. Oct 26, 4:32 PM ET

Dorman Products Q3 sales rise 3.3%, EPS falls 20% to $1.98; guidance narrowed

Mixed earnings 2.02

Dorman Products reported third-quarter 2026 net sales of $561.7 million, up 3.3%, but diluted EPS fell 20% to $1.98 and adjusted diluted EPS fell 21% to $2.08. The company narrowed its full-year 2026 guidance, lowering the top end of its net sales growth range to 2% to 3% from 3% to 5%, which matters to shareholders because sales growth is slowing while profit is down from the prior year.

  • Net sales of $561.7 million, up 3.3% from $543.7 million; gross margin fell to 39.4% from 44.4%.
  • Diluted EPS of $1.98 vs. $2.48 a year earlier; adjusted diluted EPS of $2.08 vs. $2.62.
  • Full-year 2026 net sales growth guidance narrowed to 2% to 3% from 3% to 5%; adjusted diluted EPS guidance is $8.50 to $8.70, down from $8.50 to $8.80.
  • Repurchased $15 million of shares in the quarter; year-to-date repurchases total $112 million, a company record.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.