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).
A. O. Smith agreed to sell an 81% equity interest in its China business to CPE, an alternative asset manager, subject to closing conditions and regulatory approvals. The company keeps a 19% stake and a long-term brand license, and expects the deal to close in the first half of 2027. The company says it intends to use after-tax proceeds and repatriated cash mainly for share repurchases.
China business valued at about $400 million on a cash-free, debt-free basis; total value including licensing economics expected to exceed $500 million
About $80 million of cash currently held in China would be repatriated
A. O. Smith retains a 19% interest and receives royalties under a long-term brand license
Expected close in the first half of 2027; third quarter results and guidance due October 29, 2026
OGE Energy reported third quarter 2026 diluted earnings of $1.52 per share, up from $1.14 a year earlier, on net income of $316.2 million versus $231.3 million. The company now expects 2026 consolidated earnings of $2.62 to $2.68 per diluted share, above its original guidance range, citing warmer than normal weather.
Q3 2026 diluted EPS was $1.52 versus $1.14 in Q3 2025; net income was $316.2 million versus $231.3 million.
Operating revenues rose to $1,182.8 million from $1,045.0 million, with OG&E's results driven by significantly warmer weather.
2026 guidance now calls for consolidated earnings of $2.62 to $2.68 per diluted share, assuming normal weather for the rest of the year.
Hydrofarm sold about 8.6 million common shares and pre-funded warrants at $0.905 per share in a registered direct and private placement, with gross proceeds of $8.3 million before fees and expenses. Investors also received common warrants for up to 9,210,975 shares at $0.78, which dilutes existing holders and adds potential future share issuance. The filing also describes side letter and registration terms with lenders tied to a restructuring, including rights to designate board members subject to stockholder approval.
Registered direct offering of 1,599,400 shares at $0.905 per share, plus a concurrent private placement of 6,971,575 shares and pre-funded warrants for 640,000 shares, all closed October 27, 2026.
Common warrants for up to 9,210,975 shares at $0.78 per share expire 5.5 years after issue; the placement agent, ThinkEquity LLC, receives a cash fee of 8% of the purchase price.
Under a side letter with lenders, the lenders may designate 1 initial director and up to 3 additional directors, subject to stockholder approval under Nasdaq Rule 5635.
The company must file a resale registration statement by the 15th calendar day after the registration rights agreement date, or pay partial liquidated damages of 2.0% of the subscription amount for each affected holder.
CBIZ stockholders approved the Agreement and Plan of Merger with Viking ParentCo, Inc. at a virtual special meeting on October 27, 2026. Holders of 40,439,369 shares, or 73.6% of shares outstanding as of the September 16, 2026 record date, attended or were represented by proxy. The company expects the merger to close on or about November 2, 2026, after which it will be a wholly owned subsidiary of Parent.
Merger Agreement Proposal: 39,198,360 for, 1,180,759 against, 60,250 abstentions.
Merger-related compensation advisory vote, which is non-binding: 37,188,161 for, 3,130,664 against, 120,544 abstentions.
Adjournment proposal was not presented because there were sufficient votes to approve the merger agreement.
Expected closing date: on or about November 2, 2026.
Healthcare Triangle, Inc. completed a 1-for-20 reverse stock split effective October 26, 2026, reducing its common shares outstanding from 17,730,008 to 886,587. The company said the split is intended to meet Nasdaq's $1.00 minimum bid price requirement. Nasdaq has issued a Staff Delisting Determination, and a Nasdaq Hearings Panel hearing is scheduled for November 5, 2026, with no assurance the company will keep its listing.
1-for-20 reverse split effective 12:01 a.m. ET on October 26, 2026; shares trade split-adjusted on the Nasdaq Capital Market under HCTI
Common shares outstanding reduced from 17,730,008 to 886,587; authorized shares unchanged
Nasdaq Staff Delisting Determination received October 1, 2026; company requested a Panel hearing October 8, 2026
Hearing before the Nasdaq Hearings Panel scheduled for November 5, 2026; company states there can be no assurance of continued listing
Renasant agreed to merge with Commercial Holding Company, parent of Commercial Bank & Trust, with Commercial shareholders receiving 0.8798 Renasant shares for each Commercial share, about 2.64 million shares in total. Including a $35.7 million pre-closing special cash dividend, the filing puts the aggregate transaction value at about $142 million, based on a $40.29 10-day average RNST price. The deal is expected to close in the first quarter of 2027, subject to regulatory approvals and Commercial shareholder approval, and would add Commercial Bank's roughly $1.1 billion in assets to Renasant's West Tennessee presence.
Commercial shareholders to receive 0.8798 Renasant shares per share, about 2.64 million shares in aggregate
Aggregate transaction value about $142 million, including a $35.7 million special cash dividend
Commercial to pay a $7,000,000 termination fee under certain circumstances
Expected closing in the first quarter of 2027, subject to regulatory and Commercial shareholder approvals
Baker Hughes Company announced its third-quarter 2026 financial results, reporting revenue of $8.0 billion and net income attributable to the company of $411 million, alongside the completion of the Chart Industries acquisition. Driven by strong commercial momentum, the company raised its full-year Industrial & Energy Technology order guidance and Horizon 2 order outlook to over $50 billion. Shareholders gain insight into segment performance across Oilfield Services & Equipment, IET, and Chart, with total remaining performance obligations ending at $46.4 billion.
Reported third-quarter 2026 revenue of $8.0 billion and GAAP diluted EPS of $0.41.
Generated $1,005 million in cash flows from operating activities and $769 million in free cash flow.
Raised full-year Industrial & Energy Technology order guidance and Horizon 2 order outlook to $50 billion plus.
Total remaining performance obligations reached $46.4 billion as of September 30, 2026.
EnerSys agreed to acquire Ultralife through a tender offer followed by a merger, at $16.00 per share in cash, with a total enterprise value of about $320 million. The deal will be funded from cash on hand and is expected to close in the first quarter of calendar 2027, subject to conditions including regulatory clearances.
Offer price is $16.00 per Ultralife share in cash, a 166% premium to the unaffected closing price on October 26, 2026
Enterprise value of approximately $320 million, funded through cash on hand
EnerSys expects $15 million to $20 million in annual run-rate cost synergies within the first 18 months
Ultralife would pay a $10,300,000 termination fee in specified circumstances; the outside date is April 27, 2027
Socket Mobile notified Nasdaq on October 27, 2026 that it intends to voluntarily withdraw its common stock from The Nasdaq Capital Market and move quotation to the OTCID Market under the same ticker, SCKT. The company said it was below Nasdaq's $2.5 million minimum stockholders' equity requirement and cited the costs of maintaining a Nasdaq listing; it also said operations and customer commitments will not be affected.
Written notice to Nasdaq delivered October 27, 2026 under Nasdaq Listing Rule 5840(j) and Rule 12d2-2(c)
Form 25 expected to be filed on or about November 9, 2026
Nasdaq trading expected to cease at market close on November 18, 2026; OTCID quotation expected to begin on or about November 19, 2026
Company cited Nasdaq's $2,500,000 minimum stockholders' equity requirement, which it no longer met as of an August 24, 2026 notification
RenaissanceRe reported a third-quarter 2026 net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, compared with net income of $907.7 million, or $19.40 per diluted share, a year earlier. Operating income available to common shareholders fell to $512.6 million, or $12.71 per diluted share, from $733.7 million, or $15.62, and the combined ratio rose to 79.7% from 68.4%, reflecting 2026 large loss events, mainly the Middle East War, the Ras Laffan Explosion and the Colombian Earthquake, and mark-to-market investment losses.
Net loss attributable to common shareholders of $161.4 million, or $(4.02) per diluted share, versus net income of $907.7 million, or $19.40, in Q3 2025.
Operating income available to common shareholders of $512.6 million, or $12.71 per diluted share, versus $733.7 million, or $15.62, in Q3 2025.
Combined ratio of 79.7% versus 68.4%; 2026 Large Loss Events reduced the underwriting result by $191.4 million.
Repurchased $310.1 million of common shares in Q3 2026 and a further $143.8 million from October 1 to October 23, 2026.
O-I Glass reported third-quarter 2026 net sales of $1.6 billion, down 2 percent, and a net loss of $13 million, or $0.08 per share, compared with net earnings of $30 million, or $0.19 per share, a year earlier. The company lowered its 2026 adjusted EBITDA outlook to $925 million to $950 million from $1.0 billion to $1.1 billion, citing energy and freight inflation, soft demand and a slower European recovery, and said it is starting a process on the proposed permanent closure of a European plant.
Q3 2026 net sales were $1.623 billion versus $1.653 billion; net loss attributable to the company was $13 million versus net income of $30 million in Q3 2025.
Adjusted EBITDA was $234 million versus $329 million; Europe segment operating profit fell to $2 million from $95 million.
2026 adjusted EBITDA guidance is $925 million to $950 million, down from $1.0 billion to $1.1 billion; free cash flow use is expected to be about $300 million.
The company expects $100 million to $120 million in charges in Q4 2026 related to the proposed closure of a European production facility.
First Guaranty Bancshares reported third-quarter 2026 net income of $12.0 million, compared with a $45.0 million loss in the same period of 2025. Results were shaped by the July 31, 2026 sale of its Texas operations and by strategic changes made in response to a Consent Order from the FDIC and OFI, effective August 7, 2026. Net interest income fell to $17.7 million from $22.2 million, and total assets declined $925.8 million since December 31, 2025.
Q3 2026 net income was $12.0 million, or $0.69 per share, versus a loss of $(45.0) million, or $(3.01) per share, in Q3 2025.
Net interest income was $17.7 million versus $22.2 million a year earlier, and net interest margin was 2.08% versus 2.34%.
Net gains on sale of branches were $16.1 million in Q3 2026, tied to the sale of the Texas operations to Armstrong Bank.
Total assets were $3.2 billion at September 30, 2026, down from $4.1 billion at December 31, 2025; total deposits fell 21.4% over the same period.
Georgia Banking Company, Inc. said its common stock has been approved for direct listing on the Nasdaq Capital Market and is expected to begin trading under the ticker GBC on Thursday, October 29, 2026. The company said no new shares will be issued or sold in connection with the listing, which covers the potential resale of up to 7,074,016 shares by selling shareholders, so the listing itself does not raise new capital for the company but may add liquidity and a public trading price for existing shareholders.
Trading expected to begin Thursday, October 29, 2026, under the ticker GBC on the Nasdaq Capital Market
No new shares will be issued or sold by the company in connection with the listing
Registration Statement on Form S-1 covers potential resale of up to 7,074,016 shares by selling shareholders
As of September 30, 2026, the bank had approximately $3.1 billion in total assets
CooperCompanies said Albert G. White III stepped down as President, Chief Executive Officer and director on October 27, 2026, and independent director Walter M. Rosebrough, Jr. was named interim Executive Chair. The press release said the company's recent performance has not met expectations, and the company reaffirmed its fiscal 2026 guidance. Shareholders face a leadership change while a permanent CEO is sought, and the board is changing composition with Shlomo Nachman joining in December 2026 and three directors not seeking reelection.
Albert G. White III resigned as President, CEO and director effective October 27, 2026, and will remain a strategic advisor through April 1, 2027.
Walter M. Rosebrough, Jr. was appointed interim Executive Chair effective immediately; a CEO Search Committee of Lawrence E. Kurzius, Cynthia L. Lucchese and Teresa S. Madden will oversee the CEO search.
Shlomo Nachman will join the board effective December 8, 2026; Barbara Carbone, Colleen E. Jay and Robert S. Weiss will not stand for reelection at the 2027 Annual Meeting.
The company reaffirmed its fiscal 2026 guidance provided on September 9, 2026.
Essex Property Trust reported third quarter 2026 Core FFO of $4.00 per diluted share, up 0.8% from $3.97 a year earlier, and raised its full-year 2026 Core FFO guidance midpoint by $0.02 to $16.16. Net income per diluted share fell 40.6% to $1.52, mainly because of gains on real estate sales recognized in the third quarter of 2025.
Q3 2026 Core FFO per diluted share was $4.00 versus $3.97 in Q3 2025; it exceeded the guidance midpoint by $0.01, driven by same-property revenue growth.
Q3 2026 net income per diluted share was $1.52 versus $2.56 in Q3 2025, a 40.6% decrease.
Full-year 2026 guidance: Core FFO range revised to $16.10 to $16.22 (midpoint $16.16); net income range revised to $5.62 to $5.74 (midpoint $5.68, up $0.10).
Same-property revenue grew 3.0% year over year in Q3 2026; same-property NOI grew 3.1%.
NextNRG received a Nasdaq notice that its market value of listed securities stayed below the $35,000,000 minimum for 30 consecutive business days, and it does not meet the alternative equity or net income standards. The notice has no immediate effect on trading, and the company has until April 19, 2027 to regain compliance, but a separate delisting determination is under appeal before a Nasdaq Hearings Panel with no decision yet issued.
Nasdaq notice dated October 21, 2026 cites MVLS below $35,000,000 from September 9, 2026 through October 20, 2026.
Compliance deadline is April 19, 2027, under a 180-day period.
Company is appealing a September 15, 2026 delisting determination; hearing held October 22, 2026, and the Panel's written decision is pending.
Company effected a one-for-ten reverse split effective September 14, 2026.
Goodyear said Jerome J. Rouquet, currently CFO of Visteon Corporation, will become Executive Vice President and Chief Financial Officer effective December 1, 2026. Scott M. Deakin continues as Interim CFO through November 30, 2026. The filing also details a compensation package for Rouquet, which includes a base salary of $900,000 and a long-term incentive award valued at $3,200,000.
Jerome J. Rouquet becomes EVP and CFO effective December 1, 2026; Scott M. Deakin serves as interim CFO through November 30, 2026
Rouquet has been SVP and CFO of Visteon Corporation since February 2020; he is 59 years old
Base salary of $900,000 and target annual incentive of $900,000
Make-whole and inducement awards include a $2,500,000 cash payment on March 15, 2027 and Restricted Stock Unit awards of $2,600,000 and $700,000
Ventas reported third-quarter 2026 results with total revenues of $1.83 billion, up from $1.49 billion a year earlier, and normalized FFO of $0.99 per share, up from $0.90. GAAP net income attributable to common stockholders fell to $0.13 per share from $0.14, while the company raised its full-year 2026 guidance, primarily due to senior housing investment activity.
Q3 normalized FFO per share was $0.99 versus $0.90 a year earlier; Nareit FFO was $1.01 versus $0.88.
Q3 net income attributable to common stockholders was $0.13 per share versus $0.14, down 7%.
2026 normalized FFO per share guidance range was raised to $3.87 to $3.90 from $3.85 to $3.90, with the midpoint at $3.89 versus $3.88.
Ventas closed $1.2 billion of senior housing investments in the third quarter and $5.2 billion year to date; net debt to further adjusted EBITDA was 4.4x.
EQT reported third quarter 2026 results with lower sales volume, net income and per-share earnings than a year earlier. The company also announced its acquisition of Range Resources, and it cut net debt to $5.5 billion from $7.7 billion at the end of 2025.
Net income attributable to EQT was $279 million, down from $336 million, and diluted EPS was $0.44, down from $0.53.
Sales volume fell to 583 Bcfe from 634 Bcfe, and free cash flow attributable to EQT was $283 million, down from $484 million.
Net debt was $5.5 billion at September 30, 2026, compared with $7.7 billion at December 31, 2025.
The company canceled its third quarter earnings call following the announcement of the Range acquisition.
On October 21, 2026, Forge Nano completed its business combination with ATII Holdings, Inc., and ATII was renamed Forge Nano Holdings, Inc. Shareholders now hold a public company with 128,655,585 shares outstanding, and Forge Nano's former stockholders hold about 90.2% of them before dilutive securities. The filing also includes up to 90,000,000 earn-out shares and a $704.5 million earn-out liability, which may cause large non-cash gains or losses.
Business combination closed October 21, 2026; ATII re-domiciled to Delaware and was renamed Forge Nano Holdings, Inc.
PIPE financing: $100,000,000 from an initial investor plus $23,000,000 from additional investors, at $10.00 per share for common stock.
128,655,585 shares outstanding after closing; Forge Nano stockholders hold 90.2%, excluding dilutive securities.
Up to 90,000,000 earn-out shares, released in 30,000,000-share tranches at VWAP of $15.00, $20.00 and $25.00 or revenue of $400 million, $600 million and $800 million.
Chemed Corporation reported third-quarter 2026 revenue of $690.9 million, up 10.6%, with GAAP diluted EPS of $5.45 (up 22.2%) and adjusted diluted EPS of $6.75 (up 28.1%). The company estimates full-year 2026 adjusted EPS will be at or slightly above the high end of its guidance, and Roto-Rooter's adjusted EBITDA declined 2.5%.
Q3 2026 revenue $690.9 million, up 10.6%; GAAP diluted EPS $5.45, up 22.2%; adjusted diluted EPS $6.75, up 28.1%
VITAS net patient revenue $457.4 million, up 12.2%; average daily census 24,428, up 9.4%
Roto-Rooter revenue $233.5 million, up 7.5%; adjusted EBITDA $48.2 million, down 2.5%
Expects full-year 2026 adjusted EPS at or slightly above the high end of guidance; repurchased 125,000 shares for $66.0 million in the quarter
Crane Company reported third-quarter 2026 sales of $754.6 million, up 28.1%, and GAAP EPS from continuing operations of $1.66, up from $1.56 a year earlier. Adjusted EPS was $2.05, up from $1.67, and the company raised its full-year adjusted EPS outlook to $7.23-$7.38 from $6.85-$7.05. Shareholders also get a larger picture: GAAP operating profit rose 18.8%, but the operating margin fell 150 basis points, and Crane agreed to sell its UK-based Crane Building Services & Utilities business.
Third-quarter net sales were $754.6 million, up 28.1%, with core sales up 7.7% and acquisitions contributing 21.1%.
GAAP EPS from continuing operations was $1.66 versus $1.56; adjusted EPS was $2.05 versus $1.67.
Full-year 2026 adjusted EPS outlook raised and narrowed to $7.23-$7.38 from $6.85-$7.05.
Agreement to divest Crane Building Services & Utilities for £230 million, with closing expected early in 2027.
National Bank Holdings Corporation (NBHC) reported a third-quarter 2026 net loss of $8.8 million, or $0.20 per diluted share, compared with net income of $26.5 million, or $0.58 per diluted share, in the second quarter. The loss was driven mainly by $40.6 million of provision expense tied to specifically identified commercial credits, mainly in the franchise and healthcare industries, and $15.2 million of acquisition and restructuring expense. Tangible book value per share fell to $25.37 from $26.23.
Net loss of $8.8 million, or $(0.20) per diluted share, versus net income of $26.5 million, or $0.58, in the second quarter and $35.3 million in the third quarter of 2025
Provision expense of $40.6 million versus $1.5 million in the second quarter; adjusted net income was $2.9 million, or $0.06 per diluted share
On October 24, 2026, NBH Bank agreed to sell its Palm Beach, Florida banking center with about $0.2 billion of loans and deposits, with a deposit premium of 5.00% and a minimum of $8.8 million; closing is expected in mid-2027
NBHC repurchased $11.9 million of shares in the third quarter; the common equity tier 1 capital ratio was 11.69%
ONEOK reported higher third-quarter 2026 results, featuring net income attributable to the company of $1.35 billion and adjusted EBITDA of $2.24 billion, supported by record volumes in the Permian Basin. Driven by this strong performance, management increased its full-year 2026 financial guidance, raising net income to a midpoint of $4.18 billion and adjusted EBITDA to a midpoint of $8.55 billion. Shareholders also benefit from a quarterly dividend of $1.07 per share declared in October 2026.
Net income attributable to ONEOK reached $1.35 billion, or $2.13 per diluted share, for the quarter ended September 30, 2026.
Adjusted EBITDA for the third quarter rose 6% to $2.24 billion compared with the same period in 2025.
Full-year 2026 net income guidance was increased to a midpoint of $4.18 billion, and adjusted EBITDA guidance was raised to a midpoint of $8.55 billion.
The company declared a quarterly dividend of $1.07 per share in October 2026.
Slide reported third-quarter 2026 net income of $138.2 million, up 24.5% from a year earlier, and raised its full-year 2026 net income outlook to $500 million to $520 million. The combined ratio rose to 59.3% from 48.5% on higher catastrophe losses, a headwind for underwriting profitability. The company also entered a $1.072 billion secured credit agreement with Huntington National Bank and declared a $1.50 per share special dividend, payable November 30, 2026.
Q3 2026 net income $138.2 million, up 24.5%; diluted EPS $1.09, up 37.3% from $0.79
Full-year 2026 net income outlook raised to $500 million-$520 million from $455 million-$470 million
New credit agreement with Huntington National Bank totals $1.072 billion, maturing October 26, 2031, replacing the $530.4 million existing facility
One-time special dividend of $1.50 per share plus $0.07 quarterly dividend, payable November 30, 2026 to holders of record November 23, 2026
CTO Realty Growth reported third-quarter 2026 results, with Core FFO per diluted share rising to $0.53 from $0.48 a year earlier and total revenues rising to $46.9 million from $37.8 million. The company also raised its 2026 Core FFO per diluted share guidance to $2.11 to $2.14 from $2.09 to $2.13, but it swung to a net loss of $0.19 per diluted share attributable to common stockholders from net income of $0.03 a year earlier.
Third-quarter Core FFO was $0.53 per diluted share, compared with $0.48 in the third quarter of 2025.
Net loss attributable to common stockholders was $0.19 per diluted share, compared with net income of $0.03 a year earlier.
Total revenues were $46.9 million for the quarter, up from $37.8 million a year earlier.
2026 Core FFO guidance rose to $2.11 to $2.14 per diluted share, and year-to-date investments total $472 million.
On October 26, 2026, MSG Knickerbockers Corp., formerly Madison Square Garden Sports Corp., distributed all shares of MSG Rangers Corp., which holds the New York Rangers business, to its stockholders. Going forward, the company will no longer include the Rangers' results in its own financial reporting, so shareholders will hold stock in two separate public companies. The filing's pro forma figures show how the company would have looked without the Rangers, but they are illustrative only and are not actual results.
Distribution completed October 26, 2026: one MSG Rangers Class A share for every two Class A shares held at the October 20, 2026 record date, with Class B shares distributed on the same ratio.
Pro forma revenue for the fiscal year ended June 30, 2026 was $816.6 million, compared with $1,153.8 million historically; pro forma diluted EPS was $1.09, compared with $0.32 historically.
James L. Dolan, Executive Chairman and CEO, received a one-time $10,000,000 cash award for the Distribution, paid October 26, 2026.
The company was renamed MSG Knickerbockers Corp. effective 11:59 p.m. on October 26, 2026, and the NHL Transfer Consent Agreement requires NHL consent for future transfers of the Rangers.
Nabors reported third quarter 2026 operating revenues of $872 million, up 7% from the second quarter, and adjusted EBITDA of $246 million, up nearly 11% sequentially. The company still posted a net loss attributable to shareholders of $11 million, or $1.24 per share, and raised its full-year adjusted free cash flow outlook to $100 million to $110 million, which it called materially higher than prior guidance.
Q3 2026 operating revenues $872 million, up from $814.8 million in Q2 2026 and $818.2 million in Q3 2025
Net loss attributable to Nabors shareholders $11 million ($1.24 per diluted share), versus net income of $274.2 million in Q3 2025, which included a Quail Tools gain
Adjusted free cash flow $75 million in Q3 2026; full-year 2026 outlook raised to $100 million to $110 million
Full-year 2026 adjusted EBITDA expected at about $930 million, the upper end of prior guidance; Q4 2026 adjusted free cash flow expected at $60 million to $70 million
NXP Semiconductors reported third-quarter 2026 revenue of $3.8 billion, representing a 19 percent increase year-on-year, driven by growth in automotive, industrial, and data center markets. Alongside the earnings release, the company announced a $5 billion increase to its share repurchase authorization.
Total revenue for the third quarter ended September 27, 2026, reached $3.79 billion.
GAAP diluted net income per share was $3.48, and non-GAAP diluted net income per share was $4.20.
The board authorized a $5 billion share repurchase program in October 2026.
Fourth-quarter 2026 revenue is guided to be in the range of $3.75 billion to $3.95 billion.
Broadcom said financial partners took on part of certain agreements to buy AI racks built on its custom accelerators, along with related customer leases. The company is providing residual value support to a newly formed special purpose vehicle, with maximum potential liability of approximately $43 billion on an undiscounted basis once the racks are deployed. Shareholders face a large contingent obligation, which the company says it views as having a low probability of occurring.
Arrangement dated October 26, 2026, with financial partners taking on a portion of AI rack purchase agreements and related customer leases
Residual value support provided to a newly formed special purpose vehicle called the Backstop
Maximum potential liability of approximately $43 billion, undiscounted, upon deployment of the AI racks
Potential liability equals the difference between 72.5% of outstanding lease amounts and the value of the racks sold
PPG reported third quarter 2026 net sales of $4.4 billion, up 7% from a year earlier, with reported EPS of $2.12 and adjusted EPS of $2.25. The company raised the midpoint of its full-year 2026 adjusted EPS guidance and narrowed the range to $7.90 to $8.10, which points to higher expected earnings for shareholders. Industrial Coatings segment EBITDA fell 11%, a weak spot in an otherwise stronger quarter.
Net sales of $4,353 million, up 7% year over year; organic sales up 5%
Reported EPS of $2.12 versus $1.96 a year earlier; adjusted EPS of $2.25 versus $2.13
Full-year 2026 adjusted EPS guidance narrowed to $7.90 to $8.10 with a higher midpoint
Industrial Coatings segment EBITDA declined 11%, with margin down 260 basis points
MSG Knickerbockers Corp. completed the distribution of all MSG Rangers Corp. shares to its holders on October 26, 2026, making MSG Rangers an independent public company. Holders of MSG Knicks stock received one MSG Rangers share for every two MSG Knicks shares held as of the October 20, 2026 record date, and the filing also reports a transfer consent agreement that requires NHL approval for future changes to the Rangers' ownership or location.
Distributed 9,794,568 Class A and 2,264,754 Class B shares, plus 46,005 Class A shares tied to non-employee director RSUs
Distribution ratio: one MSG Rangers share for every two MSG Knicks shares held at the October 20, 2026 record date
NHL Transfer Consent Agreement dated October 23, 2026 requires NHL consent for future transfers of the New York Rangers and their location
Alan D. Schwartz named Audit Committee chair and Joseph M. Cohen named Compensation Committee chair on October 26, 2026
Alamo Group Inc. completed its acquisition of Econ Engineering Group Limited, a UK manufacturer of roadway maintenance trucks and equipment, on October 27, 2026, for approximately £120 million, or about $158.7 million, subject to post-closing adjustments. The purchase was funded through the company's revolving credit facility, and Econ becomes part of the Industrial Equipment Division. The filing does not provide Alamo Group's own financial results or the deal's expected effect on its earnings.
Purchase price: approximately £120 million, or about $158.7 million, subject to post-closing adjustments.
Closing date: October 27, 2026, the same day the purchase agreement was announced.
Econ's fiscal year ended March 31, 2026: approximately $88 million of net sales and $38.5 million of Adjusted EBITDA.
Funding: Alamo Group's revolving credit facility; D.A. Davidson MCF International was financial advisor.
Visteon said Chief Financial Officer Jerome Rouquet will leave the company effective November 30, 2026, to pursue other opportunities. Colleen Myers, the company's Vice President and Chief Accounting Officer, will serve as interim CFO and principal financial officer while the board searches for a permanent successor. The filing states the departure is not the result of any disagreement over operations, policies, controls or accounting.
Jerome Rouquet, Senior Vice President and CFO, leaves effective November 30, 2026
Colleen Myers, 51, named interim CFO; she has been Chief Accounting Officer since January 2024 and joined Visteon in June 2015
Myers receives a $25,000 monthly stipend while interim CFO; annual base salary rises from $286,000 to $330,000
Extra Space Storage reported third-quarter 2026 results with net income of $1.17 per diluted share, up 50.0% from a year earlier, and Core FFO of $2.17 per diluted share, up 4.3%. The company raised its full-year 2026 Core FFO estimate to $8.40-$8.50 from $8.25-$8.40 and said CEO Joe Margolis will be succeeded by President Noah Springer on January 1, 2027.
Q3 2026 Core FFO was $2.17 per diluted share, up 4.3% from $2.08 a year earlier; FFO was $2.12 per diluted share.
Same-store NOI rose 4.6% in the quarter, with same-store revenue up 2.7% and same-store expenses down 1.8%.
2026 Core FFO outlook raised to $8.40-$8.50 per share from $8.25-$8.40 given July 28, 2026.
Repurchased 2,390,497 shares for $327.1 million in the quarter; Noah Springer becomes CEO effective January 1, 2027.
American Assets Trust reported third-quarter 2026 results on October 27, 2026, with FFO of $0.56 per diluted share, up from $0.49 a year earlier, and net income to common stockholders of $0.13 per share, up from $0.07. The company raised its 2026 FFO per diluted share guidance to a range of $2.04 to $2.10, a $0.04 increase at the midpoint. Nine-month net income fell to $18.0 million from $52.5 million, mainly because of a 2025 gain on a property sale.
Q3 2026 FFO was $0.56 per diluted share, compared with $0.49 in Q3 2025.
Q3 2026 total revenue was $114.3 million, compared with $109.6 million in Q3 2025.
2026 FFO per diluted share guidance rose to $2.04 to $2.10 from $1.96 to $2.10, with a midpoint of $2.07.
Nine-month net income attributable to common stockholders was $18.0 million, compared with $52.5 million, mainly due to the 2025 gain on the Del Monte Center sale.
Mirion reported third quarter 2026 revenue of $277.8 million, up 24.5% from $223.1 million a year earlier, and GAAP net income of $7.8 million, up from $3.1 million. The company raised its 2026 revenue growth, organic growth and adjusted free cash flow guidance, but lowered the top end of its adjusted EBITDA range and its adjusted EBITDA margin range.
Third quarter revenue was $277.8 million versus $223.1 million in the same period of 2025; GAAP diluted EPS was $0.03 versus $0.01
Adjusted EPS was $0.12 in both the third quarter of 2026 and 2025
2026 adjusted EBITDA guidance is $285 million to $292 million, down from $285 million to $300 million previously
2026 adjusted free cash flow guidance is $170 million to $185 million, up from $155 million to $175 million previously
Distribution Solutions Group said on October 26, 2026, that its subsidiary Lawson Products closed the acquisition of GradeEight Holdings for a total of $145 million, funded with borrowings under its $400 million revolving credit facility and available cash. The filing also describes a separate pending merger agreement dated July 15, 2026, under which the company would become privately held and its common stock would no longer be listed on Nasdaq, with CEO J. Bryan King and affiliates of LKCM Headwater, which own about 78.5% of the shares, on the buyer side.
GradeEight acquisition closed October 26, 2026, with a total purchase price of $145 million
Funded with borrowings under the existing $400 million revolving credit facility and available cash
Pending going-private merger agreement dated July 15, 2026; common stock would no longer trade on Nasdaq upon completion
LKCM Headwater and affiliates own about 78.5% of common stock; CEO J. Bryan King is managing partner of LKCM Headwater
W. P. Carey reported third-quarter 2026 results on October 27, 2026, with revenues up 8.6% to $468.3 million and AFFO per diluted share up 6.4% to $1.33. The company raised and narrowed its full-year 2026 AFFO per diluted share guidance to $5.23-$5.29 from $5.19-$5.27, which points to higher cash earnings per share for shareholders. GAAP diluted earnings per share fell to $0.61 from $0.64, partly reflecting a $35.8 million unrealized loss on the company's Lineage shares.
Revenues including reimbursable costs were $468.3 million, up 8.6% from $431.3 million in the third quarter of 2025.
AFFO per diluted share was $1.33, up 6.4% from $1.25; GAAP diluted EPS was $0.61 versus $0.64, and net income attributable to W. P. Carey was $141.0 million, unchanged year over year.
2026 AFFO per diluted share guidance was raised to $5.23-$5.29 from $5.19-$5.27, and investment volume guidance was narrowed to $1.8-$2.1 billion.
The quarterly cash dividend was increased to $0.950 per share, an annualized $3.80, up 4.4% from the third quarter of 2025.
Seagate Technology Holdings plc reported fiscal first quarter 2027 revenue of $4.2 billion and GAAP diluted earnings per share of $7.59. The company also announced a quarterly cash dividend of $0.76 per share and provided its financial outlook for the fiscal second quarter of 2027.
Fiscal Q1 2027 revenue reached $4.2 billion, with GAAP diluted EPS of $7.59 and non-GAAP diluted EPS of $7.68.
Generated $1.7 billion in operating cash flow and $1.5 billion in free cash flow during the quarter.
Retired $1.2 billion of principal debt during the quarter and an additional $750 million subsequently.
Declared a quarterly cash dividend of $0.76 per share, payable on January 7, 2027.
Ensign Group reported third-quarter 2026 GAAP diluted earnings per share of $1.76, up 23.9% from the prior year, and adjusted earnings per share of $2.03. The company raised its 2026 annual earnings guidance to $7.94 to $8.02 per diluted share, up from $7.75 to $7.85, and raised the low end of its revenue guidance to $5.89 billion. Higher guidance signals management expects stronger full-year profit than it previously forecast.
Q3 2026 GAAP net income was $104.3 million, up 24.4% year over year, on consolidated revenue of $1.48 billion, up 14.5%.
Adjusted earnings per share was $2.03 for the quarter, up 23.8% from $1.64 a year earlier.
2026 earnings guidance raised to $7.94 to $8.02 per diluted share from $7.75 to $7.85; revenue guidance upper end held at $5.92 billion.
Cash on hand was approximately $337.6 million at September 30, 2026, and the company paid a quarterly dividend of $0.065 per share.
Endovia Health Sciences entered into an addendum on October 22, 2026, to its equity line of credit with C/M Capital Master Fund, LP, raising the total maximum commitment from $35 million to $135 million, including prior sales. The addendum also sets updated terms for sales made beyond the initial 10,875,000 shares already sold and issued under the agreement, which affects how much new common stock the company may issue over time.
Addendum dated October 22, 2026, amends the Securities Purchase Agreement dated September 19, 2025, with C/M Capital Master Fund, LP
Total maximum commitment increases from $35 million to $135 million, inclusive of prior sales
Updated terms apply to sales above the initial 10,875,000 shares sold and issued under the agreement
Original agreement was filed as Exhibit 10.3 to a Form 8-K on September 25, 2025
F5 reported fourth-quarter fiscal 2026 revenue of $917 million, up 13% from a year earlier, and non-GAAP diluted EPS of $4.42, up from $4.39. GAAP diluted EPS was $3.23, down from $3.26. The company also updated its fiscal 2027 outlook, guiding to 8% to 9% revenue growth and non-GAAP EPS of $18.00 to $18.30, and its board added $1.5 billion to the share repurchase program.
Q4 revenue of $917 million, up 13% from $810 million; product revenue rose 23% to $510 million.
GAAP diluted EPS of $3.23 versus $3.26 a year earlier; non-GAAP diluted EPS of $4.42 versus $4.39.
Fiscal 2027 guidance: revenue growth of 8% to 9% and non-GAAP EPS of $18.00 to $18.30.
Board authorized an additional $1.5 billion for repurchases on October 23, 2026, on top of $322 million remaining under the existing program.
InvenTrust Properties reported third-quarter 2026 net income of $19.4 million, or $0.25 per diluted share, up from $6.0 million, or $0.08, a year earlier. Core FFO rose to $0.50 per share from $0.47, and the company raised the low end of its 2026 Core FFO and Nareit FFO guidance, which matters to shareholders because it signals higher expected per-share earnings for the year.
Q3 2026 net income was $19.4 million, or $0.25 per diluted share, versus $6.0 million, or $0.08, in Q3 2025; the quarter included a $17.4 million gain on sale of investment properties.
Q3 2026 Core FFO was $0.50 per diluted share, versus $0.47 a year earlier; Nareit FFO was $0.53, versus $0.49.
Same Property NOI rose 3.1% in Q3 2026; leased occupancy was 96.4% as of September 30, 2026.
2026 guidance: Core FFO of $1.94 to $1.96 per share (previously $1.92 to $1.96); Nareit FFO of $2.05 to $2.07 (previously $2.01 to $2.07).
Ultra Clean Holdings reported third-quarter 2026 revenue of $759.0 million, up 49% from a year earlier, and GAAP net income attributable to the company of $39.1 million, or $0.85 per diluted share, compared with a loss of $10.9 million a year earlier. The company also expects fourth-quarter 2026 revenue of $800 million to $860 million and GAAP diluted EPS of $1.02 to $1.26, which points to continued growth for shareholders.
Q3 2026 revenue was $759.0 million, up 49% from $510.0 million in Q3 2025 and up 18% from $644.9 million in Q2 2026.
GAAP net income attributable to UCT was $39.1 million, or $0.85 per diluted share, versus a loss of $10.9 million, or $0.24 per share, a year earlier.
Non-GAAP EPS was $1.15 versus $0.24 a year earlier; GAAP gross margin was 16.9%.
Q4 2026 outlook: revenue of $800 million to $860 million; GAAP diluted EPS of $1.02 to $1.26.
Enphase Energy reported third-quarter 2026 revenue of $293.3 million, slightly up from $291.9 million in the second quarter but down from $410.4 million a year earlier. GAAP net income fell to $23.4 million, or $0.17 per diluted share, from $66.6 million a year earlier, and the company guided fourth-quarter revenue to $225.0 million to $255.0 million, below the third-quarter level.
Q3 2026 GAAP diluted EPS was $0.17 versus $0.50 in Q3 2025; non-GAAP diluted EPS was $0.41 versus $0.90, with an impairment in investments reducing EPS by $0.15 on a GAAP basis.
U.S. sell-through rose 5% sequentially but fell 35% year over year; Europe sell-through fell 12% sequentially.
Fourth-quarter 2026 guidance calls for GAAP gross margin of 38.0% to 41.0% and revenue of $225.0 million to $255.0 million, including about $51.2 million of safe harbor revenue.
OrthoPediatrics reported third-quarter 2026 revenue of $72.7 million, up 19% from a year earlier, and a net loss of $5.9 million, narrower than the $11.8 million loss in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Third-quarter revenue was $72.7 million, up 19% from $61.2 million in the third quarter of 2025.
Net loss narrowed to $5.9 million, or $0.25 per share, from $11.8 million, or $0.50 per share, a year earlier.
2026 revenue guidance raised to $270.0 million to $273.0 million from $265.0 million to $269.0 million.
Free cash flow was $1.6 million in the quarter, compared with usage of $3.4 million a year earlier.
Robinhood Markets, Inc. announced its financial results for the third quarter of 2026, reporting record total net revenues of $1.42 billion, a 12% increase year-over-year. Net income decreased 14% year-over-year to $476 million, and diluted earnings per share fell 16% to $0.51, impacted by unrealized losses and higher operating expenses.
Total net revenues increased 12% year-over-year to $1.42 billion for the quarter ended September 30, 2026.
Diluted earnings per share decreased 16% year-over-year to $0.51, while adjusted EPS decreased 3% to $0.60.
Net deposits reached $15.7 billion, and total platform assets increased 19% year-over-year to $396 billion.
Robinhood lowered the top end of its full-year 2026 adjusted operating expenses and SBC outlook by $25 million to a range of $2.675 to $2.75 billion.
On October 27, 2026, CoStar Group signed a merger agreement through its subsidiaries to acquire Vexcel Group, a provider of aerial imagery and geospatial data, for $730 million in cash, subject to customary adjustments. Closing depends on antitrust waiting periods and other conditions, and the deal does not require CoStar stockholder approval or financing. The same day, CoStar reported third-quarter 2026 revenue of $952 million, up 14%, net income of $74 million versus a $31 million loss a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $820 million to $840 million.
Vexcel purchase price is $730 million in cash; the agreement can be terminated if the deal is not completed by July 27, 2027.
Q3 2026 revenue was $952 million, up from $834 million; net income was $74 million and diluted EPS was $0.18.
Q3 Adjusted EBITDA was $229 million versus $114 million a year earlier; 2026 Adjusted EBITDA guidance raised to $820 million to $840 million and revenue guidance to $3.75 billion to $3.77 billion.
UMB Financial Corporation agreed on October 27, 2026 to acquire El Dorado Savings Bank, F.S.B. in a transaction valued at approximately $506 million, paid 52% in cash and 48% in stock. El Dorado will merge into UMB Bank, and the deal is expected to close in the first quarter of 2027, subject to regulatory and El Dorado shareholder approvals.
Transaction valued at approximately $506 million, consisting of 52% cash and 48% stock.
Each El Dorado share would receive 13.553 UMBF common shares plus $1,958.88 in cash; former El Dorado shareholders are expected to own about 2% of the combined company.
El Dorado had $2.4 billion in assets, $2.1 billion in total deposits and $0.5 billion in total loans as of September 30, 2026.
Deal adds 31 California branches and four Nevada branches, bringing UMB's network to 227 branches across 15 states; expected close is the first quarter of 2027.
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