1,368 material Form 8-K filings that 974 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). 316 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
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.
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.
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.
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
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.
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
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.
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%
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.
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
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
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
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
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.
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.
Unitil's subsidiary Maine Natural Gas issued $40 million of 5.95% senior unsecured notes due October 21, 2031, and the parent repaid all outstanding amounts under its Bank of Nova Scotia credit agreement on October 22, 2026. The notes are intended to refinance existing company debt and for general corporate purposes, and the repayment of the credit facility is a financing refinancing step with no reported change in earnings or guidance.
Maine Natural Gas Corporation sold $40,000,000 of 5.95% Senior Unsecured Notes due October 21, 2031, under a Note Purchase Agreement dated October 21, 2026.
Unitil repaid all outstanding amounts under its Amended and Restated Credit Agreement with The Bank of Nova Scotia on October 22, 2026, without premium or penalty.
The credit agreement had a borrowing limit of $86.0 million for tranche A and $50.0 million for tranche B, and the company may not reborrow repaid amounts.
Net proceeds are planned for refinancing existing debt of the company and/or general corporate purposes.
H2O America reported third quarter 2026 GAAP diluted EPS of $0.99, down from $1.27 a year earlier, while operating revenue rose 4% to $250.2 million on rate increases. The company narrowed its standalone 2026 adjusted EPS guidance to $3.10-$3.16 and set a separate 2026 guidance range of $2.91-$2.97 that includes the Quadvest and pending Cibolo Valley acquisitions, so shareholders face higher share count and acquisition-related dilution in the near term.
Q3 2026 GAAP net income was $43.0 million, down 5%; adjusted diluted EPS was $1.04 versus $1.27 a year earlier
Standalone 2026 adjusted EPS guidance narrowed to $3.10-$3.16, midpoint unchanged at $3.13; guidance including acquisitions is $2.91-$2.97
Quadvest acquisition closed October 1, 2026 for $542.7 million in cash; Cibolo Valley closing expected November 2, 2026
Quarterly dividend of $0.44 per share declared, payable December 1, 2026
Nasdaq elected Börje Ekholm, former President and CEO of Ericsson, to its Board of Directors effective November 1, 2026, where he will serve on the Audit & Risk Committee. Director Holden Spaht will leave the Board and all committees effective December 31, 2026, and the company said his decision was not due to any disagreement with Nasdaq. The changes are board composition updates that do not alter reported financial results.
Börje Ekholm elected to the Board on October 21, 2026, effective November 1, 2026, and named to the Audit & Risk Committee
Ekholm was President and CEO of Ericsson from January 2017 to September 2026 and previously chaired Nasdaq's Board from May 2012 to December 2016
Holden Spaht notified Nasdaq on October 22, 2026 of his resignation from the Board, effective December 31, 2026
A non-officer immediate family member of Ekholm is employed by Nasdaq; the Audit & Risk Committee reviewed and ratified that compensation
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.
Park National Corporation reported third-quarter 2026 net income of $56.9 million, up 20.7% from a year earlier, and diluted earnings per share of $3.13, up from $2.92. Net income for the first nine months rose 14.5% to $157.4 million, and the board declared a $1.30 special dividend alongside its $1.10 quarterly dividend, payable December 10, 2026. Results include merger-related costs from the February 2026 First Citizens acquisition, and third-quarter net income was down 3.1% from the second quarter.
Q3 2026 net income $56.9 million vs. $47.2 million in Q3 2025; diluted EPS $3.13 vs. $2.92
Nine-month 2026 net income $157.4 million, up 14.5%; diluted EPS $8.77 vs. $8.48
Special dividend of $1.30 and quarterly dividend of $1.10 per share, payable December 10, 2026 to holders of record as of November 20, 2026
Efficiency ratio rose to 60.25% in Q3 2026 from 56.30% in Q2 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.
JetBlue reported third-quarter 2026 operating revenue of $2.8 billion, up 21.1% from a year earlier, driven by higher yields. Its net loss widened to $257 million, or $0.68 per share, from $143 million, or $0.39 per share, as fuel costs rose 57.4% per gallon. The company also gave fourth-quarter and full-year 2026 outlook figures and said it expects further operating margin expansion in the fourth quarter.
Q3 2026 operating revenue was $2.8 billion, up 21.1% year-over-year; operating loss was $144 million versus $100 million a year earlier.
Net loss was $257 million ($0.68 per share) compared with $143 million ($0.39 per share) in Q3 2025.
Average fuel cost was $3.91 per gallon, 57.4% higher than a year earlier; Q4 2026 fuel price is estimated at $4.64 per gallon.
JetBlue expects 1 to 2 points of year-over-year operating margin expansion in the fourth quarter and reported $2.2 billion of liquidity at September 30, 2026.
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
Hawkins, Inc. reported record second-quarter fiscal 2027 results, with sales up 12% to $313.8 million and diluted EPS up 23% to $1.34 for the quarter ended September 27, 2026. Gross profit rose 13% to $76.6 million, and the company's SG&A and tax rate rose modestly, but profit growth outpaced sales growth for shareholders. The company also said second-half trends should be consistent with the first half, while noting a non-recurring $6.2 million SG&A benefit in the prior-year second half will not recur.
Quarterly sales rose $33.4 million, or 12%, to $313.8 million; Water Treatment sales grew 16% to $175.0 million.
Diluted EPS was $1.34, up $0.25 from $1.08 a year earlier; net income rose 23% to $27.8 million.
Total debt fell to $229.0 million; leverage ratio was 1.22x adjusted EBITDA, down from 1.37x at fiscal 2026 year-end.
Hawkins repurchased $18.6 million of stock in the six months and closed the Dave Symonds & Associates acquisition; Eagle Labs was acquired after quarter end.
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
Host Hotels & Resorts, through its operating partnership Host LP, entered into a restated senior unsecured credit agreement on October 21, 2026, replacing facilities that were due in January 2027 and January 2028. The filing describes the new revolver and term loans as maturing in January 2031 and January 2032, with pricing tied to the company's debt rating and a leverage-based pricing adjustment, and covenants substantially the same as before.
Revolver of $1.5 billion replaced with a new revolver in the same committed amount, maturing January 15, 2031, with extension options
Two term loans of $500 million each refinanced: Term A-1 maturing January 15, 2031 and Term A-2 maturing January 15, 2032
As of October 21, 2026, $500 million was outstanding under each term loan and no revolver borrowings other than existing letters of credit
Financial covenants are substantially the same as the prior agreement, including a leverage ratio not exceeding 7.25:1.00
PriceSmart reported fourth quarter fiscal 2026 results for the period ended August 31, 2026. Total revenues rose 13.9% to $1.52 billion and net income rose 19.3% to $37.6 million, or $1.21 per diluted share, from $1.02 a year earlier, with about 6.0 percentage points of the sales growth attributed to favorable currency effects. The company also reported it opened its third Jamaica club in October 2026.
Q4 net income $37.6 million, or $1.21 per diluted share, versus $31.5 million, or $1.02, a year earlier
Q4 total revenues $1.52 billion, up 13.9%; net merchandise sales up 13.8%, or 7.8% in constant currency
Full-year fiscal 2026 net income $166.6 million, or $5.40 per diluted share, up 12.6%
Third warehouse club in Jamaica opened in October 2026; 58 clubs in operation as of August 31, 2026
Greenbrier reported fourth-quarter revenue of $591.0 million, up from $576.5 million in the prior quarter, but diluted EPS fell to $0.27 from $0.60 as lower gross margin and $4 million of facility rationalization costs weighed on results. For fiscal 2026, net earnings attributable to Greenbrier were $79 million, or $2.49 per diluted share, down from $204.1 million in fiscal 2025, and the company guided fiscal 2027 EPS to $2.75 to $3.75 on revenue of $2.8 billion to $3.2 billion.
Q4 net earnings attributable to Greenbrier were $9 million, or $0.27 per diluted share; core diluted EPS was $0.39 excluding $0.12 per share of facility rationalization costs.
Railcar backlog was 14,000 units valued at an estimated $2.1 billion as of August 31, 2026, after 3,400 new orders in Q4.
Fiscal 2027 guidance: total revenue $2.8 billion to $3.2 billion, EPS $2.75 to $3.75, operating margin 7.0% to 7.5%.
Board approved a quarterly dividend of $0.34 per share, payable December 2, 2026, to holders of record as of November 11, 2026.
Greenbrier entered into a Cooperation Agreement with Atlas FRM LLC (d/b/a Atlas Holdings LLC) on October 24, 2026, and appointed Emanuel Pearlman as a director, effective October 27, 2026, increasing the board from ten to eleven members. Under the agreement, Mr. Pearlman will also serve on the Audit Committee and be nominated for election at the 2027 Annual Meeting, and he will resign from the board if Atlas proposes to acquire the company.
Board increased from ten to eleven directors; Mr. Pearlman appointed to Class III with a term expiring at the 2027 Annual Meeting
Mr. Pearlman will serve on the Audit Committee, effective October 27, 2026
Cooperation Agreement includes voting commitments, limited non-public information sharing, and standstill terms under Atlas's confidentiality agreement
Mr. Pearlman has irrevocably agreed to resign if Atlas or its affiliates announce a proposal to acquire all or a majority of voting securities or substantially all assets
Northwest Bancshares reported third quarter 2026 net income of $51 million, or $0.34 per diluted share, up from $3 million a year earlier but down from $54 million in the second quarter. The company cited record total revenue and net interest income, while expenses and provisions rose from the prior quarter. The board also declared a $0.20 quarterly dividend.
Net income $51 million ($0.34 diluted EPS) vs. $3 million ($0.02) in Q3 2025 and $54 million ($0.36) in Q2 2026
Noninterest expense rose $5 million from Q2 2026, driven by FDIC premiums; annualized return on equity was 10.42% vs. 11.20% in Q2
Quarterly cash dividend of $0.20 per share payable November 17, 2026, to holders of record November 5, 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
On October 25, 2026, Maplebear Inc.'s board decided to wind down Caper Cart operations to re-align resources toward the company's strategic priorities. The company expects pre-tax charges of $55 million to $80 million, mostly in the fourth quarter of 2026, with $30 million to $50 million expected to require future cash spending, and the company says actual amounts may differ materially from these estimates.
Pre-tax charges estimated at $55 million to $80 million, primarily in Q4 2026
Charges include $21 million to $36 million for contract terminations, $22 million to $27 million for asset impairments, and $12 million to $17 million for employee termination costs
$30 million to $50 million of the charges expected to result in future cash expenditures
Wind-down expected to be substantially completed by the end of Q2 2027; savings to be reinvested in strategic growth initiatives
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
Cincinnati Financial reported third-quarter 2026 net income of $459 million, or $2.96 per share, down from $1.122 billion, or $7.11 per share, a year earlier. Non-GAAP operating income was $443 million, or $2.86 per share, versus $449 million, or $2.85 per share, while the property casualty combined ratio rose to 90.9% from 88.2%.
Q3 2026 net income $459 million ($2.96 per share) vs. $1.122 billion ($7.11 per share) in Q3 2025, mainly due to lower investment gains.
Q3 2026 non-GAAP operating income $443 million ($2.86 per share) vs. $449 million ($2.85 per share) in Q3 2025.
Q3 2026 property casualty combined ratio 90.9% vs. 88.2%, including 7.0 points of higher catastrophe losses.
Nine-month non-GAAP operating income rose 38% to $997 million; book value per share was $105.42 at September 30, 2026.
Rambus reported third-quarter 2026 revenue of $218.3 million, up 22% from a year earlier and above its guidance range of $210 million to $216 million. GAAP diluted earnings per share were $0.69, compared with $0.44 a year earlier, and the company guided fourth-quarter revenue to $227 million to $233 million.
Q3 2026 revenue of $218.3 million, up from $178.5 million a year earlier and above the $210 million to $216 million guidance range
GAAP diluted EPS of $0.69 versus $0.44 a year earlier; non-GAAP diluted EPS of $0.84 versus $0.62
Q4 2026 guidance: revenue of $227 million to $233 million and GAAP diluted EPS of $0.68 to $0.76
Cash and marketable securities were $776.9 million at September 30, 2026, down $48.0 million, mainly due to $135.4 million paid for stock repurchases
The Hartford reported third quarter 2026 net income available to common stockholders of $1.3 billion ($4.82 per diluted share), up 23% from a year earlier, including a $497 million pre-tax gain from commuting its asbestos and environmental adverse development cover. Core earnings, which exclude that gain, fell 6% to $956 million ($3.50 per diluted share), and the company raised its quarterly common dividend 12% to $0.67.
Net income available to common stockholders was $1.3 billion ($4.82 per diluted share), up from $1.1 billion ($3.77) in third quarter 2025.
Core earnings were $956 million ($3.50 per diluted share), down from $1,022 million ($3.59 per diluted share).
Quarterly common dividend increased 12% to $0.67 per share, payable Jan. 5, 2027, to holders of record on Dec. 1, 2026.
Business Insurance combined ratio was 91.3 versus 88.8 a year earlier; Personal Insurance combined ratio was 93.2 versus 88.7. Mo Tooker will succeed Christopher Swift as CEO on March 1.
Amkor reported third-quarter 2026 results on October 26, 2026. Net sales were $1.99 billion, roughly flat from a year earlier and up from $1.90 billion in the second quarter, while diluted EPS rose to $0.76 from $0.51. The company guided fourth-quarter diluted EPS to $0.65 to $0.75 and updated full-year 2026 capital expenditures to about $2.5 billion.
Q3 2026 net income attributable to Amkor was $191 million, versus $127 million in Q3 2025
Gross margin was 18.3%, up from 14.3% a year earlier; operating income was $225 million
Q4 2026 guidance: net sales of $1.9 billion to $2.0 billion and net income of $160 million to $185 million
Full-year 2026 capital expenditures were updated to approximately $2.5 billion
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.
Sun Communities reported third-quarter 2026 results, with Core FFO per share of $2.35 and net income of $1.00 per diluted share including a loss from discontinued operations. The company completed the sale of its UK business on September 22, 2026, which is reflected in a nine-month net loss attributable to common shareholders of $880.7 million, or $7.14 per diluted share. Shareholders should weigh the quarter's year-over-year gains against that large nine-month loss.
Q3 2026 net income per diluted share was $1.00, or $1.07 from continuing operations, compared with $0.07 and a $0.45 loss from continuing operations a year earlier.
Q3 2026 Core FFO per share was $2.35, up from $2.28 in Q3 2025; same property NOI grew 3.6% for the quarter.
Nine-month net loss attributable to common shareholders was $880.7 million, or $7.14 per diluted share, versus net income of $1.2 billion a year earlier.
Updated 2026 Core FFO per share guidance is $6.97 to $7.05; North America same property NOI growth guidance is 4.9% to 5.3%.
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.
Crown Holdings, Inc. elected Wayne T. Smith to its Board of Directors effective October 21, 2026, and appointed him to the Audit Committee. The filing says the Board now has eleven members; the change is a board appointment with no financial results or guidance disclosed.
Wayne T. Smith elected to the Board effective October 21, 2026, and appointed to the Audit Committee
Smith was Chairman and CEO of BASF Corporation from 2015 to 2021 and currently chairs Air Products and Chemicals, Inc. and serves as a director of ONEOK, Inc.
Smith receives the same non-employee director compensation as other directors; no related-party arrangements are disclosed
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.
Principal Financial Group reported third quarter 2026 results, with GAAP net income attributable to PFG of $631.9 million, or $2.91 per diluted share, up from $213.8 million a year earlier. Non-GAAP operating earnings per diluted share rose 6% to $2.22, but non-GAAP net income excluding exited business fell 24% to $354.8 million, and results include a $276.7 million pre-tax loss from the disposition of its Chilean annuities business. The company also raised its fourth quarter common stock dividend to $0.85 per share.
GAAP net income attributable to PFG was $631.9 million, or $2.91 per diluted share, versus $213.8 million, or $0.95, in third quarter 2025; the company cites a $276.7 million pre-tax loss on the Chilean annuities disposition.
Non-GAAP operating earnings per diluted share were $2.22, up 6% from $2.10; excluding significant variances, it was $2.49, up 7% from $2.32.
Non-GAAP net income attributable to PFG, excluding exited business, was $354.8 million, down 24% from $465.6 million.
Fourth quarter 2026 common stock dividend of $0.85 per share, a one-cent increase, payable December 18, 2026 to holders of record as of December 2, 2026.
UFP Industries amended its credit agreement, extending the maturity of its $750 million revolving credit facility to October 23, 2031. The company also agreed to acquire the operating assets of Apache Products, Inc. for approximately $27 million, with closing expected on or around November 16, 2026.
Fifth Amendment, effective October 23, 2026, extends the $750 million revolver to October 23, 2031.
As of September 26, 2026, no cash borrowings were outstanding and about $42 million of letters of credit were outstanding.
Apache Products, a Silsbee, Texas pallet maker, is being acquired for approximately $27 million and adds about $55 million in annual sales and 165 employees.
The acquisition is expected to close on or around November 16, 2026, subject to customary closing conditions.
City Holding Company reported third-quarter 2026 net income of $34.6 million and diluted earnings of $2.43 per share, which the company called record quarterly earnings. Net income was down from $35.2 million a year earlier, while diluted EPS rose from $2.41, and the board raised the quarterly cash dividend to $1.00 per share from $0.87.
Q3 2026 diluted EPS of $2.43, up from $2.35 in Q2 2026 and $2.41 in Q3 2025
Net interest income rose 3.0% from Q2 to $62.6 million; net interest margin was 4.04%
Non-interest expenses increased to $40.9 million from $38.3 million a year earlier
Quarterly dividend raised 15% to $1.00 per share, payable October 30, 2026
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