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).
Kimberly-Clark extended the expiration date of its offers to exchange up to $7.0 billion of Kenvue notes for new Kimberly-Clark notes, from October 27 to November 2, 2026. The exchange offers are conditioned on completing its pending acquisition of Kenvue, which the company cannot waive, so the extension keeps the financing step tied to that deal on schedule.
Expiration date moved from 5:00 p.m. New York time on October 27, 2026 to 5:00 p.m. on November 2, 2026, and may be extended further.
Tendered amounts as of October 27, 2026 ranged from 73.93% to 98.54% of outstanding principal across seven note series.
Amendments to the Kenvue indenture were approved on October 9, 2026 and take effect only when the exchange offers settle.
The offers are conditioned on completion of the Kenvue acquisition, a condition Kimberly-Clark may not waive.
Enerpac Tool Group signed a First Amendment on October 27, 2026 to its July 7, 2026 merger agreement to acquire Specialized Fabrication Equipment Group LLC. The amendment moves restricted stock unit awards for SFE Group key personnel, issued in place of cash transaction bonuses, to a newly adopted Inducement Award Plan, and adds related closing conditions and clarifications on the merger consideration adjustment. The filing gives no deal value or financial impact figures, so the change is administrative in nature for shareholders.
Amendment dated October 27, 2026 to the Agreement and Plan of Merger dated July 7, 2026
Key SFE Group personnel RSU awards, in place of cash transaction bonuses, move from the 2017 Omnibus Incentive Plan to the new Inducement Award Plan
Adds a covenant and closing conditions requiring key personnel to sign award agreements under the Inducement Plan
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
Sands China Ltd., Las Vegas Sands' majority-owned subsidiary, priced $700 million of 6.400% senior notes due 2032 and $300 million of 6.700% senior notes due 2033, with closing expected November 3, 2026. The company plans to use net proceeds of about $989 million, together with cash on hand, to redeem its $700 million 2.300% notes due 2027 and repay its 2024 SCL Revolving Facility balance, which refinances existing debt and adds new long-term borrowing at the subsidiary level.
Priced $700 million of 6.400% senior notes due 2032 and $300 million of 6.700% senior notes due 2033
Offering expected to close on November 3, 2026, subject to customary closing conditions
Net proceeds of approximately $989 million plus cash on hand to redeem $700 million 2.300% notes due 2027 and repay the 2024 SCL Revolving Facility balance
Notes are unregistered and offered only to professional and qualified institutional investors; Sands China proposes a Hong Kong Stock Exchange listing
Bread Financial Holdings priced an underwritten public offering of 5,000,000 depositary shares, each representing a 1/40th interest in its 9.375% Series C fixed rate reset non-cumulative perpetual preferred stock. The company expects approximately $120,162,500 in net proceeds, assuming no exercise of the underwriters' option, for general corporate purposes that may include contributing or lending funds to its subsidiary bank, Comenity Capital Bank, and share repurchases. Shareholders will see new preferred securities outstanding once the offering closes, expected November 3, 2026.
5,000,000 depositary shares priced, each with a $25 liquidation preference (equivalent to $1,000 per Series C preferred share)
Underwriters have a 30-day option to buy up to an additional 750,000 depositary shares at the same price
Expected net proceeds of approximately $120,162,500 without option exercise; closing expected November 3, 2026
Proceeds may fund general corporate purposes, including contributions or loans to Comenity Capital Bank and share repurchases
TXNM Energy disclosed that hearing examiners at the New Mexico Public Regulation Commission published a revised procedural schedule for the merger application on October 27, 2026. Evidentiary hearings are set for January 19 to February 1, 2027. TXNM still expects the merger with Troy ParentCo to close in the first half of 2027, but says it cannot predict the outcome.
NMPRC hearing examiners set evidentiary hearings for January 19 to February 1, 2027
The merger still requires NMPRC approval and satisfaction or waiver of customary conditions
TXNM continues to anticipate the merger closing in the first half of 2027
News Corp filed daily buy-back notices with the Australian Securities Exchange covering share repurchases made on October 27, 2026, under its $1 billion 2025 Repurchase Program. The filing reports that the company bought 58,482 Class A shares and 25,457 Class B shares that day, and that it has spent about $555.3 million under the program to date. The filing is routine and does not change the size or terms of the program.
Class A: 58,482 shares bought on October 27 for $1,759,512.84
Class B: 25,457 shares bought on October 27 for $838,785.24
About $555,271,253 spent to date under the $1 billion 2025 Repurchase Program
Notices were filed with the ASX as required for daily disclosure of buy-back transactions
Monarch Casino & Resort reported third-quarter 2026 net revenue of $146.3 million, up 2.4%, with net income of $32.0 million, up 1.4%, and diluted EPS of $1.76, up 4.1% from a year earlier. The company also declared a $0.30 per share cash dividend payable December 15, 2026, and reported $137.4 million in cash with no credit facility borrowings.
Q3 2026 net revenue $146.3 million vs. $142.8 million a year earlier; net income $32.0 million vs. $31.6 million
Diluted EPS $1.76 vs. $1.69; Adjusted EBITDA $56.0 million, up 2.1%
Quarterly cash dividend of $0.30 per share, payable December 15, 2026 to holders of record December 1, 2026
Q3 SG&A rose to 19.8% of net revenue from 19.3%, mainly due to higher legal and employee-related expenses
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.
First Commonwealth Financial reported third-quarter 2026 net income of $44.9 million, or $0.45 per diluted share, up from $44.6 million, or $0.44, in the second quarter and $41.3 million, or $0.39, a year earlier. The company also declared a $0.14 quarterly dividend and authorized an additional $25 million share repurchase program, but provision expense rose to $14.2 million and nonperforming loans increased to $95.2 million.
Net interest margin was 4.11%, up 10 basis points from the prior quarter and 19 basis points from a year earlier.
Provision for credit losses was $14.2 million, up from $8.9 million in the second quarter, and nonperforming loans rose $13.6 million to $95.2 million.
Quarterly dividend of $0.14 per share is payable November 20, 2026, to holders of record as of November 6, 2026.
Board authorized an additional $25 million share repurchase program on October 27, 2026.
Rush Enterprises reported third-quarter 2026 revenue of $2.113 billion, up 12.4% from a year earlier, and net income attributable to the company of $78.0 million, or $0.65 per diluted share, versus $66.7 million, or $0.55, in the prior-year quarter. The board also declared a quarterly cash dividend of $0.14 per share, payable December 10, 2026, to shareholders of record as of November 11, 2026.
Q3 2026 revenue $2.113 billion, up 12.4% from $1.881 billion in Q3 2025
Net income $78.0 million, or $0.65 per diluted share, vs. $66.7 million, or $0.55, a year earlier
New U.S. Class 8 truck sales of 3,880 units, up 24.4% from Q3 2025, per the filing
Quarterly dividend of $0.14 per share, payable December 10, 2026; record date November 11, 2026
Enerpac Tool Group amended the offer letter of President and CEO Paul Sternlieb, setting out how his equity and cash incentives would be treated if he retires after a specified date, with a retirement date no earlier than July 31, 2030. The amendment also raises his change-in-control and severance benefits, which the company says is meant to keep him in the role and support a leadership transition.
Amendment dated October 26, 2026 sets a retirement notice period of 180 days, with windows starting in February 2030.
Severance multiples rise to 2 times base salary and annual incentive from 1.5 times; welfare premium coverage rises to 24 months from 18 months.
Legal fee reimbursement limits rise to $50,000 from $10,000 for enforcing severance terms, plus up to $50,000 for negotiating the amendment.
The amendment does not change Mr. Sternlieb's base salary, target bonus, or annual long-term equity award opportunity.
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
Blackstone's indirect subsidiary, Blackstone Reg Finance Co. L.L.C., priced an underwritten public offering of $1.1 billion in senior notes, with the notes fully guaranteed by Blackstone and five related Blackstone Holdings partnerships. Blackstone said it intends to use the net proceeds for general corporate purposes, and the filing does not describe any change in operating results or guidance.
$600 million of 5.650% senior notes due 2031 priced
$500 million of 5.900% senior notes due 2033 priced
Notes offered under a shelf registration statement filed December 2, 2024, as amended February 27, 2026
Net proceeds to be used for general corporate purposes
Watsco entered an unsecured five-year, $750.0 million syndicated multicurrency credit agreement on October 21, 2026, replacing its $600.0 million revolving credit facility from March 2023. The company borrowed $69.7 million at closing to repay the prior facility, and the new facility matures on October 21, 2031. The filing describes the new terms, including pricing, sublimits and financial covenants, but does not state how the company plans to use the added capacity.
New $750.0 million unsecured credit facility dated October 21, 2026, replaces the $600.0 million facility entered into March 16, 2023
$69.7 million borrowed at closing; proceeds used to repay the prior facility, with $69.7 million outstanding as of the closing date
Interest at Term SOFR or Daily Simple SOFR plus 100.0 to 137.5 basis points (100.0 basis points at closing); unused commitment fee 10.0 to 17.5 basis points
Facility matures October 21, 2031; a $150,000 letter of credit from the prior facility remains outstanding and reduces availability
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
Universal Health Services reported third-quarter 2026 net income attributable to UHS of $308.7 million, or $5.22 per diluted share, down from $373.0 million, or $5.86 per diluted share, a year earlier. Net revenues rose 5.3% to $4.733 billion, and the company said a tentative settlement of the Cumberland Litigation drove a $26 million reserve increase, which shareholders should weigh against the higher revenue.
Q3 2026 net income attributable to UHS was $308.7 million, or $5.22 per diluted share, versus $373.0 million, or $5.86, in Q3 2025
Net revenues rose 5.3% to $4.733 billion from $4.495 billion
A $26 million pre-tax reserve increase tied to the tentative Cumberland settlement was partly offset by $47 million in favorable Medicaid supplemental payments
Repurchased 1.35 million shares for about $242.1 million in Q3; about $735.4 million remained under the authorization as of September 30, 2026
Fortune Brands Innovations, Inc. announced several leadership changes, including Executive Vice President and Chief Operating Officer Dave Barry's move to lead the Moen business and the hiring of Peter DuBois as Chief Information Officer. The company said the changes are meant to give its businesses more focus and speed up execution, and the filing gives no financial figures for the changes.
Dave Barry moves from Executive Vice President and Chief Operating Officer to Executive Vice President and President, Moen; the company determined this on October 22, 2026
Peter DuBois joins as Executive Vice President and Chief Information Officer effective November 2, 2026, reporting to CEO Jesse Singh; he previously was Chief Digital and Technology Officer of Serta Simmons Bedding
John D. Lee moves to Executive Vice President and Chief Innovation Officer effective November 2, 2026, and will focus on R&D and Consumer Services
Rachel Roberts becomes Chief Commercial Officer for Moen; Matt Zimmer, General Manager of House of Rohl since June 2026, will report directly to Singh
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.
Ellington Financial Inc. (NYSE: EFC) estimated its book value per common share at $13.53 as of September 30, 2026, including the effect of a previously announced $0.13 monthly dividend. The company said the estimate may change after its month-end and quarter-end valuation procedures, and that any change could be material. The filing does not compare the figure with prior periods.
Estimated book value per common share of $13.53 as of September 30, 2026
Estimate includes the previously announced monthly dividend of $0.13 per share, payable October 30, 2026 to holders of record on September 30, 2026
Estimate is subject to change after month-end and quarter-end valuation procedures, and any change could be material
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.
Trustmark reported third quarter 2026 net income of $58.1 million, or $1.00 per diluted share, down from $63.5 million and $1.08 per diluted share in the prior quarter, and up from $56.8 million and $0.94 a year earlier. Revenue was $207.1 million, down 0.5% from the prior quarter and up 2.4% year over year. The company also declared a $0.25 quarterly dividend.
Net income $58.1 million and diluted EPS $1.00, versus $1.08 in the second quarter of 2026 and $0.94 in the third quarter of 2025
Revenue $207.1 million, down 0.5% linked-quarter and up 2.4% year over year; net interest income (FTE) $170.6 million, up 1.2% linked-quarter
A $61.5 million pre-tax gain from a branch sale-leaseback was offset by a $61.5 million securities loss from a portfolio restructuring
Quarterly dividend of $0.25 per share payable December 15, 2026, to holders of record on December 1, 2026
Waste Management reported its third quarter 2026 financial results, posting revenue of $6.85 billion and net income of $820 million, or $2.05 per diluted share. The company returned $957 million to shareholders during the quarter through share repurchases and cash dividends, and affirmed its full-year 2026 financial guidance.
Total company revenue grew 6.3% to $6.85 billion for the third quarter of 2026.
Net cash provided by operating activities reached $4.87 billion for the first nine months of the year.
The company returned $957 million to shareholders during the third quarter, consisting of $580 million in share repurchases and $377 million in cash dividends.
WM expects full-year 2026 revenue to be at the high end of its guidance range of $26.275 to $26.475 billion.
Envista Holdings announced the publication of its 2025 Sustainability Report, its sixth annual report, covering progress on dental care access, employees, communities, environmental efficiency and governance. The filing is a furnished press release with no financial results, guidance or transaction, so it does not change the company's financial outlook.
Waste generation fell 40% year over year in 2025.
Water consumption fell 19% year over year in 2025.
The Envista Smile Project donated $2.4 million and benefited close to 20,000 patients, and the lost time injury rate fell 17% year over year.
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%.
Renasant reported third-quarter 2026 net income of $78.9 million, or $0.86 per diluted share, down from $87.1 million and $0.94 in the second quarter but up from $59.8 million and $0.63 a year earlier, when merger and conversion expenses weighed on results. Loans rose $555.9 million linked quarter, and the board approved a $175.0 million stock repurchase program effective October 27, 2026.
Net income $78.9 million vs. $87.1 million in Q2 2026 and $59.8 million in Q3 2025
Net interest margin 3.77%, down 6 basis points linked quarter
Provision for credit losses $13.3 million vs. $3.8 million in Q2 2026
Board approved a $175.0 million repurchase program; $42.6 million of stock was bought back in Q3 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.
Allegiant Travel Company disclosed that director Jude Bricker resigned from its Board of Directors after taking on new responsibilities as an owner and chief executive of a newly formed company that has agreed to buy a U.S. charter airline. The Board accepted the resignation as of October 23, 2026, under a company policy requiring directors to offer to resign after significant personal or job changes. The filing does not describe any effect on company operations or finances.
Jude Bricker submitted his resignation letter to the Board on October 16, 2026.
The Board accepted the resignation effective October 23, 2026.
Resignation follows Bricker's role as owner and CEO of a newly formed company that has agreed to purchase a U.S. charter airline.
The filing was signed by Robert Neal, President and Chief Financial Officer, on October 27, 2026.
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.
FirstEnergy reported third-quarter 2026 GAAP earnings of $557 million, or $0.96 per share, up from $441 million, or $0.76 per share, a year earlier, and Core Earnings (non-GAAP) of $0.98 per share, up from $0.83. It reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share and said it expects results at or slightly above the midpoint, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Q3 2026 revenue was $4.6 billion, compared with $4.1 billion in Q3 2025.
Year-to-date Core Earnings were $2.20 per share, a 9% increase from $2.02 in the same period of 2025.
2026 Core Earnings guidance of $2.62 to $2.82 per share was reaffirmed, with results expected at or slightly above the midpoint.
Contracted large-load demand reached 7.9 gigawatts, and the company expects at least a 25% increase to its current $19 billion 2026–2030 transmission plan when it rolls forward to 2027–2031.
Installed Building Products, Inc. (NYSE: IBP) closed a $250 million increase to its Tranche B-3 term loans on October 27, 2026, under Amendment No. 5 to its credit agreement with Royal Bank of Canada as administrative agent. After the funding, the company says total term loans outstanding are approximately $737.5 million, and the loans mature March 28, 2031. The filing says net proceeds are expected to fund general corporate purposes and associated fees.
$250 million of incremental term loans, funded October 27, 2026, with terms identical to the existing Tranche B-3 Term Loans
Approximately $737.5 million of term loans outstanding after funding, per the 8-K
Interest at adjusted term SOFR plus 1.75% per annum or an alternative base rate plus 0.75%; maturity March 28, 2031
Royal Bank of Canada served as term administrative agent; RBC Capital Markets was lead left arranger and bookrunner
The Cheesecake Factory reported third quarter fiscal 2026 results on October 27, 2026, with revenue of $1,033.4 million, up from $907.2 million a year earlier. Net income rose to $61.3 million, or $1.19 per diluted share, from $31.9 million, or $0.66, and adjusted diluted EPS was $1.02 compared with $0.68. The Board also declared a $0.30 quarterly dividend, payable November 24, 2026.
Revenue $1,033.4 million vs. $907.2 million a year earlier; comparable restaurant sales at The Cheesecake Factory restaurants rose 15.2%.
Net income $61.3 million ($1.19 diluted EPS) vs. $31.9 million ($0.66); adjusted diluted EPS $1.02 vs. $0.68.
Quarterly dividend of $0.30 per share, record date November 10, 2026, payable November 24, 2026.
Total available liquidity of $585.3 million as of September 29, 2026, against $575 million of 2.00% convertible senior notes due 2030.
NBT Bancorp reported third quarter 2026 net income of $58.0 million, or $1.11 per diluted share, up from $54.5 million, or $1.03, a year earlier and $53.0 million, or $1.02, in the second quarter of 2026. The company also declared a fourth-quarter cash dividend of $0.40 per share, an 8.1% increase over the third quarter of 2025, which shareholders will receive on December 15, 2026.
Q3 2026 net income was $58.0 million, or $1.11 per diluted share, versus $54.5 million, or $1.03, in Q3 2025
Net interest margin on a fully taxable equivalent basis was 3.78%, up 5 basis points from the prior quarter
Nonperforming assets rose to 0.43% of total assets at September 30, 2026, from 0.40% at June 30, 2026
Fourth-quarter dividend of $0.40 per share is payable December 15, 2026 to holders of record as of December 1, 2026
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.
Sphere Entertainment disclosed that its officers and directors overlap with several affiliated companies following the MSG Rangers distribution, including CEO James Dolan serving as chief executive of MSG Entertainment, MSG Knickerbockers and MSG Rangers. The filing states these overlaps could create conflicts of interest over acquisitions, commercial arrangements and stock ownership, and that the board adopted an overlap policy to extend existing protections to MSG Rangers roles.
James L. Dolan is Executive Chairman and CEO of Sphere, MSG Entertainment, MSG Knickerbockers and MSG Rangers, and Non-Executive Chairman of AMC Global Media.
Eight Sphere directors also serve on MSG Entertainment's board, nine on MSG Knickerbockers', five on MSG Rangers' and six on AMC Global Media's.
Existing Overlap Provisions in Sphere's articles limit liability for overlapping directors and officers, and the board adopted an overlap policy extending these to MSG Rangers roles.
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.
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
Landstar System reported third-quarter 2026 revenue of $1.512 billion, up 25% from a year earlier, and earnings of $1.42 per share, up from $0.56. The prior-year figure included a $0.66 per share non-cash impairment charge, and the company said insurance and claim costs rose sharply in the quarter, to $55.3 million from $33.0 million. The company also declared a quarterly dividend of $0.44 per share.
Revenue was $1.512 billion, up 25%, with truck revenue up 29% to $1.407 billion.
EPS was $1.42 versus $0.56 a year earlier; the 2025 quarter included a $0.66 per share impairment charge.
Insurance and claims costs were $55.3 million, up from $33.0 million, including about $13.0 million of adverse reserve adjustments.
Quarterly dividend of $0.44 per share is payable December 8, 2026, to holders of record on November 17, 2026.
Artisan Partners reported third-quarter 2026 results, with revenue up 4% and GAAP earnings per share of $1.04, compared with $0.93 a year earlier. Firmwide net outflows of $10.6 billion pushed ending assets under management down to $168.7 billion from $183.4 billion at June 30, 2026, and the board declared a variable quarterly dividend of $0.88 per share.
Q3 2026 revenues were $312.5 million, up from $301.3 million in Q3 2025; GAAP operating income was $109.8 million, up from $101.8 million.
GAAP earnings per share were $1.04 for Q3 2026, versus $0.93 in Q3 2025; adjusted earnings per share were $1.03.
Firmwide net outflows were $10.6 billion in the quarter, and ending AUM was $168.7 billion at September 30, 2026.
The board declared a $0.88 per share dividend, payable November 30, 2026, to holders of record on November 16, 2026.
InvenTrust furnished a Q3 2026 investor presentation as Exhibit 99.1 to a Form 8-K. The presentation reports Q3 Core FFO of $0.50 per diluted share and keeps 2026 Core FFO guidance at $1.94 to $1.96 per diluted share, growth of 6.0% to 7.1%. For shareholders, the filing shows steady operating results and a $1.00 annualized dividend rate, though it does not state any change to guidance.
Q3 2026 Core FFO of $0.50 per diluted share; 2026 Core FFO guidance of $1.94 to $1.96 per diluted share
Same property NOI growth of 3.1% for the three months ended September 30, 2026, and 3.4% for the nine months
Leased occupancy of 96.4% and $510 million total liquidity as of September 30, 2026
2026 annualized dividend rate of $1.00, based on a quarterly dividend of $0.25
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
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