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).
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.
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.
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.
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
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
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
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
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
Seres Therapeutics said Chief Financial Officer Marella Thorell resigned from her executive vice president and CFO roles on October 22, 2026, effective November 15, 2026. The company said she is expected to provide advisory services after that date to support an orderly transition, on terms still to be agreed.
Marella Thorell resigned as EVP and Chief Financial Officer on October 22, 2026
Resignation takes effect November 15, 2026
Thorell is expected to provide advisory services to support an orderly transition, terms not yet agreed
OpenWorld preliminarily estimated third-quarter 2026 revenue of $6.9 million to $7.2 million and a GAAP net loss of about $10.0 million, which includes about $11.9 million of nonrecurring stock-based compensation and merger-related fees. The company also named Gerard Hernandez Chief Financial Officer effective October 23, 2026, after removing Jennifer Cola from the role. The estimates are unaudited and not yet reviewed by the auditor, and the company will report final results on November 12, 2026.
Estimated Q3 2026 revenue of $6.9 million to $7.2 million, with gross margin of 80% to 82%
Estimated GAAP net loss of about $10.0 million, including about $11.9 million of nonrecurring stock-based compensation and merger-related fees
Estimated adjusted EBITDA (non-GAAP) of $1.7 million to $2.0 million
Gerard Hernandez named CFO effective October 23, 2026; Jennifer Cola was removed as CFO effective the same date
Celestica reported third-quarter 2026 revenue of $5.83 billion, up 83% from a year earlier, and adjusted EPS of $3.30, above its $2.88 to $3.08 guidance range. It raised its 2026 revenue outlook to $21.0 billion and adjusted EPS outlook to $11.55, and gave a first 2027 outlook of $40.0 billion in revenue and $21.50 adjusted EPS, which matters to shareholders because it signals higher expected earnings. The company cut its 2026 free cash flow outlook to $460 million from $600 million, citing working capital investments.
Q3 2026 adjusted EPS was $3.30 and GAAP EPS was $3.26, compared with $1.58 and $2.31 in Q3 2025.
2026 outlook raised: revenue of $21.0 billion (previously $20.5 billion) and adjusted EPS of $11.55 (previously $11.30).
2026 free cash flow outlook lowered to $460 million from $600 million, primarily due to working capital investments to support 2027 growth.
2027 outlook: revenue of $40.0 billion and adjusted EPS of $21.50; a new normal course issuer bid is planned for Q4 2026 after the current one expires November 2, 2026.
Piedmont Realty Trust reported a third quarter 2026 net loss of $21.0 million, or $0.17 per diluted share, compared with $13.5 million, or $0.11 per share, a year earlier. The loss included a $20.2 million loss on early extinguishment of debt, while third quarter Core FFO rose to $0.39 per diluted share from $0.35, and the company raised its 2026 Core FFO outlook to $1.55-$1.57 per diluted share from $1.47-$1.53.
Net loss of $21.0 million ($0.17 per diluted share) for Q3 2026, vs. a $13.5 million loss ($0.11) in Q3 2025
Total revenues of $151.2 million for Q3 2026, vs. $139.2 million in Q3 2025
Core FFO of $0.39 per diluted share for Q3 2026, vs. $0.35 a year earlier; 2026 Core FFO outlook raised to $1.55-$1.57 from $1.47-$1.53
Cash rent roll up of 26.2% on Q3 2026 leasing; in-service portfolio 87.7% leased as of September 30, 2026, down from 88.9% on June 30, 2026
Phillips Edison & Company reported third quarter 2026 net income attributable to stockholders of $62.7 million, or $0.49 per diluted share, up from $24.7 million, or $0.20, a year earlier. Core FFO rose 11.3% to $100.7 million, or $0.71 per diluted share, and the company raised the low end of its full-year 2026 Core FFO guidance to $2.75 to $2.79 per diluted share.
Q3 2026 Core FFO of $0.71 per diluted share, up 9.2% year over year on a per-share basis; Nareit FFO of $0.69 per diluted share
Full-year 2026 net income per diluted share guidance raised to $1.21 to $1.24, from $0.95 to $0.97
Full-year 2026 Core FFO guidance is $2.75 to $2.79 per diluted share, up from $2.73 to $2.79; same-center NOI growth guidance is 3.50% to 4.00%
Subsequent to quarter end, the company closed a new $350 million unsecured term loan maturing October 23, 2029
Simpson Manufacturing reported third-quarter 2026 net sales of $638.1 million, up 2.3%, and diluted earnings per share of $2.68, up 3.9%, while income from operations rose only 0.2%. The company also approved a $1.0 billion share repurchase authorization with no expiration date, replacing a $200.0 million authorization, and updated its 2026 outlook, with management citing a more challenging near-term operating environment and higher steel costs. The filing does not state the prior outlook figures, so the change in guidance cannot be measured against them.
Net sales of $638.1 million rose 2.3%; diluted EPS of $2.68 rose from $2.58, up 3.9%.
Income from operations of $141.0 million rose 0.2%; North America operating income rose 9.5% to $137.0 million, while Europe fell 5.0% to $15.3 million.
New $1.0 billion repurchase authorization, effective October 22, 2026, supersedes the prior $200.0 million authorization.
2026 outlook: consolidated operating margin of 20.0% to 20.5%, including an $11.0 million land sale gain; effective tax rate of 25.0% to 26.0%; capital expenditures of $80.0 million to $90.0 million.
On October 21, 2026, Senti Biosciences completed a merger in which it divested its entire ownership interest in its Midco and Opco subsidiaries to Parent, which acquired substantially all of the company's existing business and pipeline. Shareholders receive contingent value rights that may pay up to $60.0 million on SENTI-202 milestones, but the filing says these payments are highly speculative and may never be paid, and that the company may not be able to maintain operations as early as the fourth quarter of 2026.
Merger closed October 21, 2026; the company received no cash at closing and divested Midco and Opco.
CVRs may pay up to $60.0 million in total: $10.0 million on BLA filing or acceptance, $20.0 million on FDA approval, and $30.0 million on cumulative net sales above $200.0 million.
The company sold 7,309,941 shares at $0.342 per share to CPIF II-7 Limited for about $2.5 million.
The company estimates a loss on disposal of $6.652 million and says it may not be able to maintain operations as early as Q4 2026.
AZZ furnished an investor presentation under Regulation FD that repeats its revised fiscal 2027 guidance, dated October 13, 2026. The company raised all three guidance measures: sales, adjusted EBITDA and adjusted diluted EPS. For shareholders, the higher ranges signal a stronger outlook for the year, although the guidance excludes M&A activity and income from the AVAIL joint venture.
Sales guidance raised to $1.825–$1.875 billion from $1.80–$1.85 billion.
Adjusted EBITDA guidance raised to $380–$420 million from $375–$415 million.
Adjusted diluted EPS guidance raised to $7.00–$7.30 from $6.75–$7.15; the filing says the $7.15 midpoint implies about 15% growth on fiscal 2026's $6.19.
Guidance excludes all M&A activity and AVAIL JV income.
NETSCOUT SYSTEMS filed an 8-K disclosing that Chief Operating Officer Sanjay Munshi resigned from all positions with the company and its subsidiaries on October 22, 2026, effective immediately. The filing does not state a reason for the resignation or name a successor.
Sanjay Munshi, Chief Operating Officer, resigned on October 22, 2026
Resignation covers all positions with the company and its subsidiaries, effective immediately
The filing does not name a replacement or give a reason for the departure
Custom Truck One Source reported third-quarter 2026 revenue of $495.2 million, up 2.7% from a year earlier, and net income of $2.3 million compared with a net loss of $5.8 million in the same quarter of 2025. The company raised its 2026 Adjusted EBITDA and SER segment revenue guidance, but cut its 2026 levered free cash flow outlook to slightly positive from prior guidance of more than $50 million, as it increases rental fleet investment.
Q3 2026 revenue of $495.2 million, up from $482.1 million in Q3 2025; net income of $2.3 million versus a net loss of $5.8 million a year earlier
Q3 2026 Adjusted EBITDA of $110.9 million, up 15.6% year over year
2026 Adjusted EBITDA guidance raised to $447.5 million to $460 million from $437.5 million to $455 million
2026 levered free cash flow now expected to be slightly positive, versus prior guidance of more than $50 million; net rental fleet investment raised to $210 million to $230 million
Public Storage announced its financial results for the quarter ended September 30, 2026, reporting net income of $1.69 per share and Core FFO of $4.34 per share. The company raised its full-year 2026 guidance, including an increase in Core FFO per share to a range of $16.90 to $17.10. Additionally, the company completed major acquisitions including National Storage Affiliates and Public Storage Canada during the quarter.
Reported Q3 2026 net income of $1.69 per share and Core FFO of $4.34 per share.
Raised full-year 2026 Core FFO per share guidance to a range of $16.90 to $17.10.
Completed the acquisitions of National Storage Affiliates and Public Storage Canada for US $1.2 billion (including assumed debt) on September 1, 2026.
Issued $900 million aggregate principal amount of senior notes at an interest rate of 4.85%.
RadNet agreed on October 26, 2026 to acquire ONRAD, Inc., a teleradiology and in-hospital radiology staffing provider, for $350 million in cash and 5 million RadNet shares, subject to customary adjustments, plus an earnout of up to $210 million tied to ONRAD's 2027 Adjusted EBITDA. RadNet says ONRAD would add $190 million to $200 million of revenue and $60 million to $65 million of Adjusted EBITDA in its first year after closing, but the deal adds cash outflow and share issuance, and closing is expected in early 2027.
Upfront consideration of $350 million in cash and 5,000,000 shares of RadNet common stock, subject to customary adjustments and escrow holdbacks
Earnout of up to $210 million if ONRAD meets a target Post-Closing Annual Adjusted EBITDA for the fiscal year ending December 31, 2027, payable in cash, shares or both
RadNet expects ONRAD to add $190 million to $200 million of revenue and $60 million to $65 million of Adjusted EBITDA in its first year after closing
Closing expected in early 2027; the Hart-Scott-Rodino waiting period has expired, and a conference call is set for 8:00 a.m. Eastern Time on October 27, 2026
Zedge reported results for its fourth quarter and fiscal year ended July 31, 2026, with revenue up 7.6% to $31.6 million for the year and a GAAP net loss that narrowed to $0.1 million from $2.4 million. Fourth-quarter GAAP net income was $0.4 million, or $0.03 per diluted share, compared with a loss of $0.04 a year earlier. The release also disclosed a $7.7 million insider investment led by Howard Jonas in September and the hiring of Morris Berger as chief executive officer earlier in October.
Q4 revenue rose 4.0% to $7.8 million; subscription revenue rose 25.6% to $1.8 million
Fiscal 2026 GAAP net loss narrowed to $0.1 million from $2.4 million; FY26 figures are preliminary and subject to audit completion
Emojipedia's marked decline reduced consolidated revenue growth by approximately 300 basis points, per management
Howard Jonas led a $7.7 million insider investment in September; Morris Berger was hired as CEO earlier in October
AudioEye reported third-quarter 2026 revenue of $11.0 million, up 7% from a year earlier, and GAAP net income of $1.0 million, or $0.08 per diluted share, compared with a net loss of $0.6 million a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $13.4 million to $13.6 million and announced a repurchase program of up to $15 million of common stock.
Q3 2026 revenue was $11.0 million, up 7% from $10.2 million; annual recurring revenue rose 12% to $43.3 million
Q3 net income was $1.0 million ($0.08 per diluted share) versus a net loss of $0.6 million a year earlier; adjusted EBITDA was $3.9 million, up 58%
Full-year 2026 adjusted EBITDA guidance raised to $13.4 million to $13.6 million; Q4 revenue expected at $11.4 million to $11.6 million
Board authorized repurchase of up to $15 million of common stock through October 18, 2027, announced October 20, 2026
Whirlpool reported third-quarter 2026 net sales of $3.68 billion, down 8.8% from a year earlier, and a GAAP net loss available to common shareholders of $249 million, or $3.80 per diluted share, compared with earnings of $1.29 per share a year earlier. The company now expects a full-year 2026 GAAP loss of $4.95 per diluted share and cut its expected full-year net sales to about $14.5 billion, versus $15.5 billion reported for 2025.
Q3 2026 ongoing EBIT was $97 million, down 46.1% from $180 million, with ongoing EBIT margin of 2.6% versus 4.5%
Q3 2026 ongoing loss per diluted share was $(0.21), compared with ongoing earnings of $2.09 in Q3 2025
2026 outlook: GAAP loss per diluted share of about $(4.95), ongoing loss of about $(1.30), and free cash flow of approximately $300 million
Net debt expected below $4.5 billion at year end 2026, improved from under $5 billion previously
Alexandria Real Estate Equities reported a third-quarter 2026 net loss of $638.5 million, or $3.74 per diluted share, compared with a loss of $234.9 million, or $1.38 per share, a year earlier. The loss includes $637.9 million of real estate impairment charges on assets held for sale, and FFO per diluted share, as adjusted, fell to $1.54 from $2.22, so shareholders face a large charge alongside lower core earnings, partly offset by strong leasing.
3Q26 net loss attributable to common stockholders was $638.5 million ($3.74 per diluted share), including $637.9 million of real estate impairment charges
3Q26 FFO per diluted share, as adjusted, was $1.54, versus $2.22 in 3Q25; year-to-date FFO per share was $5.00 versus $6.85
3Q26 total leasing volume was 1,236,030 RSF, the highest quarterly volume since 4Q24
Company expects 4Q26 annualized leverage of 5.6x to 6.2x and reported liquidity of $4.56 billion as of September 30, 2026
Clearwater Paper reported third-quarter 2026 net sales of $385 million, down from $399 million a year earlier, and a net loss of $2 million, or $0.10 per diluted share, compared with a $53 million loss in the prior-year quarter that included a goodwill impairment. The company guided fourth-quarter Adjusted EBITDA from continuing operations to $10 million to $20 million, and Chief Financial Officer Sherri Baker intends to resign effective November 13, 2026.
Q3 2026 net sales were $385 million versus $399 million in Q3 2025; net loss was $2 million ($0.10 per diluted share) versus $53 million ($3.30 per share) a year earlier.
Adjusted EBITDA from continuing operations was $24 million versus $18 million in Q3 2025.
Q4 2026 Adjusted EBITDA is projected at $10 million to $20 million, citing lower seasonal shipments and Augusta mill disruptions that continued into October.
CFO Sherri Baker informed the company on October 22, 2026, that she intends to resign, effective at the close of business on November 13, 2026.
Brixmor reported third-quarter 2026 results with total revenues of $359.6 million, up from $340.8 million a year earlier, and Nareit FFO of $184.6 million, or $0.60 per diluted share, up from $0.56. Net income attributable to the company fell to $0.28 per diluted share from $0.31, and the company raised its 2026 Nareit FFO per share expectations to $2.36 to $2.38 from $2.35 to $2.37.
Diluted net income per share was $0.28 for the quarter versus $0.31 a year earlier; nine-month diluted EPS was $0.94 versus $0.81.
Same property NOI rose 6.6% for the quarter, and leased occupancy reached a record 95.6%.
2026 same property NOI growth expectation raised to 5.50% to 5.75% from 5.00% to 5.75%.
Quarterly dividend increased 7.3% to $0.3300 per share, payable January 15, 2027.
Agilysys reported fiscal 2027 second-quarter results on October 26, 2026, with total net revenue up 17.7% to $93.4 million and net income of $13.2 million, or $0.46 per diluted share, versus $11.7 million, or $0.41, a year earlier. The company raised its full-year fiscal 2027 total revenue guidance to $374 million to $378 million and its subscription revenue growth outlook to at least 34%, and expects Adjusted EBITDA of 25% of revenue.
Total net revenue rose 17.7% to $93.4 million; subscription revenue grew 32.6% year over year.
Net income was $13.2 million, or $0.46 per diluted share, compared with $11.7 million, or $0.41, a year earlier.
Full-year fiscal 2027 total revenue guidance raised to $374 million to $378 million; Adjusted EBITDA expected at 25% of revenue, up from 24%.
Free cash flow (non-GAAP) was $14.8 million, versus $15.0 million in the prior-year quarter; ending cash was $137.6 million.
Capital Bancorp reported unaudited third-quarter 2026 results, with GAAP net income of $13.1 million, down 12.9% from $15.1 million a year earlier, and diluted EPS of $0.80, down from $0.89. Non-GAAP core EPS was $0.89, up 2.3% from the prior quarter, after excluding $1.6 million of merger-related expenses tied to the pending all-stock merger with Peoples Bancorp. The company also declared a $0.14 per share dividend.
GAAP net income of $13.1 million and diluted EPS of $0.80 in Q3 2026, versus $15.1 million and $0.89 in Q3 2025
Core diluted EPS of $0.89 in Q3 2026, up from $0.87 in Q2 2026 and $0.72 in Q3 2025
Net interest income of $53.1 million, up 4.2% from Q2 2026; net interest margin of 5.81%
Dividend of $0.14 per share payable November 25, 2026 to holders of record on November 9, 2026
Jazz Pharmaceuticals estimates a pre-tax charge of approximately $755 million for acquired in-process research and development from its Actio Biosciences acquisition, which closed September 15, 2026, in its third quarter of 2026. The company says the non-deductible charge would reduce both GAAP and non-GAAP adjusted earnings per share by approximately $11.00, and the figures are preliminary and subject to closing procedures.
Pre-tax acquired IPR&D expense of approximately $755 million expected in the quarter ended September 30, 2026
The charge is not tax deductible and is estimated to reduce GAAP and non-GAAP adjusted EPS by approximately $11.00 each
Actio Biosciences, Inc. acquisition was completed on September 15, 2026; quarterly results have not been finalized and may differ
Cadence Design Systems reported third-quarter 2026 financial results with revenue of $1.633 billion and raised its full-year 2026 revenue growth outlook to 21 percent. Additionally, the company's board of directors authorized an additional $2.5 billion for its share repurchase program following $400 million spent on buybacks during the quarter.
Q3 2026 revenue reached $1.633 billion, up from $1.339 billion in Q3 2025.
Full-year 2026 revenue outlook was raised to a range of $6.387 billion to $6.417 billion.
Quarter-end backlog reached a record $8.2 billion.
The board of directors approved an additional $2.5 billion for the share repurchase program on October 23, 2026.
Datavault AI said its audit committee and management concluded that financial statements for periods from September 2025 through June 2026 should no longer be relied upon, because Bitcoin tied to a Scilex equity purchase did not qualify as a company asset. The company expects to reduce total assets across the affected periods and is reassessing its going concern evaluation, and it has not yet set a timing for restated filings.
The Scilex equity purchase, signed September 25, 2025, was valued at $150 million, payable in Bitcoin.
Expected total asset reductions are $8.1 million (September 30, 2025), $92.2 million (December 31, 2025), $57.1 million (March 31, 2026) and $49.0 million (June 30, 2026).
The company said it requested a Bitcoin withdrawal in June 2026 and, as of the filing date, has been unable to complete it.
The company cites Nasdaq continued listing compliance and its going concern status as risks, and says it may identify additional errors.
Faraday Future (FFAI) completed the sale of its robotics business to FF EAI Robotics Ecosystem Inc. (FFR) on October 23, 2026. FFR, which FFAI controls, paid a purchase price of $200 million, settled in FFR common and non-voting preferred stock, and the transaction was a related-party deal. Shareholders should note the dilution from the share issuance and that FFAI no longer owns the robotics business, which now trades under FFR on Nasdaq.
Closing date was October 23, 2026; purchase price was $200 million, adjusted for outstanding FF Robotics options.
FFR issued 1,315,313 common shares and 65,475 non-voting preferred shares to the FFAI subsidiary, equal to 66,790,313 shares on an as-converted basis at $2.246 per share.
Yueting Jia and Jiawei Wang entered employment agreements with FF Robotics; FFR's new board structure gives FF Global Partners LLC the right to designate four of seven directors.
FFR gave first-time 2026 guidance of approximately 2,000 robots in sales and shipments.
FF EAI Robotics Ecosystem (FFR) closed its acquisition of RobotCo, the robotics business of Faraday Future, on October 23, 2026, issuing 1,315,313 common shares and 65,475 Series C Preferred shares with no cash paid. The Series C Preferred is convertible into 65,474,624 common shares, subject to limits in Item 5.03, so the deal carries significant potential share issuance for current holders, while the company also gave its first full-year 2026 guidance of approximately 2,000 robots.
Acquisition closed October 23, 2026; FFR issued 1,315,313 common shares and 65,475 Series C Preferred shares to the Cayman Seller, with no cash proceeds.
Series C Preferred is convertible into 65,474,624 common shares, subject to adjustment and the limits described in Item 5.03.
Yueting Jia appointed Chief Executive Officer with a $500,000 base salary and $500,000 target bonus; Jiawei (Jerry) Wang became Executive Chairman.
Press release says 2026 robot sales and shipments are expected to be approximately 2,000 units, and October 2026 shipments are expected to exceed 300 units.
XBiotech's board appointed Dr. Sushma Shivaswamy, who had been interim CEO since December 2025 and remains Chief Scientific Officer, and Jan-Paul Simard as co-chief executive officers effective October 23, 2026. Simard is the son of founder John Simard, and his employment agreement includes a one-time grant of 2,000,000 stock options, which shareholders may weigh alongside the leadership change.
Dr. Sushma Shivaswamy, 48, has been with XBiotech for 17 years and will continue as Chief Scientific Officer with an annual salary of $750,000.
Jan-Paul Simard, 24, joined in 2012; his Executive Employment Agreement is dated October 26, 2026, with a base salary of $150,000, prorated through the end of 2026.
Simard's initial grant is 2,000,000 stock options, exercisable over ten years and vesting over three years in six-month intervals.
Hyperliquid Strategies Inc announced on October 23, 2026 that its board raised its stock repurchase program from $30 million to up to $100 million and extended the program's termination date from December 5, 2026 to October 31, 2027. About $72 million remains available under the increased authorization, compared with about $2 million left under the prior December 2025 authorization. The company says repurchases will be at management's discretion and that the number of shares bought is not guaranteed, so the larger authorization does not commit the company to any specific level of buybacks.
Board increased the repurchase program from $30 million to up to $100 million.
About $72 million is available under the increased authorization; the prior authorization had about $2 million remaining as of October 23, 2026.
Termination date extended from December 5, 2026 to October 31, 2027.
The program may be extended, suspended or discontinued at any time without prior notice.
GigCapital9 Corp. announced a non-binding letter of intent for a business combination with a clean energy technology company focused on post-combustion carbon capture. The contemplated pre-money enterprise value for the target is about $600 million, plus a potential earnout of up to $100 million, and a definitive agreement is not yet signed, so the deal may not be completed.
Non-binding letter of intent with a clean energy technology company focused on post-combustion carbon capture; pre-money enterprise value of about $600 million plus an earnout of up to $100 million
Minimum of $50 million PIPE financing contemplated at closing, with about half expected from the target's existing investors
Parties target completion in late Q2 2027; the letter of intent does not commit either party to a deal
Peraso Inc. agreed on October 26, 2026 to sell shares, pre-funded warrants and common warrants to Nant Capital, LLC for expected gross proceeds of about $10 million, before offering expenses. The deal, expected to close on or about October 28, 2026, adds cash but also issues a large number of new shares and warrants, which would dilute existing shareholders. It also gives Nant the right to designate board members while its stake stays at or above 5% of outstanding common stock.
Units priced at $0.5034, including Shares, Pre-Funded Warrants and Common Warrants; 3,271,355 shares and pre-funded warrants for 16,593,563 shares, plus common warrants for up to 19,864,918 shares
Common warrants have an exercise price of $0.3784 per share and a two-year term from issuance
Nant may designate two board members while it owns at least 16.7% of common stock, and one while it owns at least 5% but less than 16.7%; no designee has been appointed yet
Closing expected on or about October 28, 2026, subject to closing conditions; proceeds are for working capital and general corporate purposes
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