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).
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.
Sound Financial Bancorp reported third-quarter 2026 net income of $2.3 million, or $0.90 per diluted share, down from $2.5 million, or $0.98, in the prior quarter and up from $1.7 million, or $0.66, a year earlier. The board also declared a regular quarterly cash dividend of $0.21 per share, payable November 20, 2026 to holders of record on November 6, 2026.
Q3 2026 net income $2.3 million, $0.90 diluted EPS, versus $0.98 in Q2 2026 and $0.66 in Q3 2025
Net interest margin rose to 3.76% from 3.74% in Q2 2026 and 3.48% in Q3 2025
Total loans held-for-portfolio fell to $878.0 million from $892.0 million in Q2 2026; nonperforming loans rose to $8.5 million from $2.7 million a year earlier
Quarterly cash dividend of $0.21 per share, payable November 20, 2026
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
OceanFirst Financial reported third-quarter 2026 net income available to common stockholders of $16.5 million, or $0.17 per diluted share, down from $17.3 million, or $0.30, a year earlier. Core earnings, which exclude non-core items such as $37.1 million of Flushing merger-related expenses, rose to $46.9 million, or $0.48 per diluted share, from $0.36 a year earlier. The Board also declared a $0.20 per share quarterly dividend payable November 20, 2026.
Q3 2026 net income available to common stockholders was $16.5 million, or $0.17 per diluted share, versus $17.3 million, or $0.30, in Q3 2025 and a net loss of $3.0 million, or $0.04, in the linked quarter.
Core diluted EPS was $0.48 for Q3 2026, up from $0.36 a year earlier and $0.43 in the linked quarter; nine-month GAAP EPS was $0.45 versus $0.94.
The quarter included $37.1 million of non-recurring merger-related expenses for the Flushing acquisition, completed June 1, 2026, equal to $0.30 per share after tax.
The quarterly dividend is $0.20 per share, payable November 20, 2026, to holders of record on November 9, 2026.
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.
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
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
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.
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.
BrightSpire Capital reported third quarter 2026 GAAP net income attributable to common stockholders of $46.9 million, or $0.37 per share, and Distributable Earnings of $10.3 million, or $0.08 per share. GAAP net book value rose to $7.08 per share from $6.81 at June 30, 2026, driven mainly by a gain on the sale of its largest asset and share repurchases, but watch list loans and CECL reserves also increased.
GAAP net book value was $7.08 per share at September 30, 2026, up from $6.81 per share at June 30, 2026.
Adjusted Distributable Earnings were $17.8 million, or $0.14 per share, and the Q3 2026 dividend was $0.16 per share, paid October 14, 2026.
Watch list loans rose to $187 million, or 6% of the loan portfolio, from $136 million, or 5%, at June 30, 2026.
Total CECL reserve was $107 million, or $0.86 per share, at September 30, 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.
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
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.
Ribbon Communications reported third quarter 2026 revenue of $219 million, up from $215 million a year earlier and up 14% from the second quarter, while its GAAP net loss narrowed to $9 million from $12 million. Adjusted EBITDA fell to $27 million from $29 million a year earlier, and nine-month revenue of $574 million was below $617 million a year earlier. The company guided fourth quarter 2026 revenue to $233 million to $247 million.
Q3 2026 revenue $219 million vs. $215 million in Q3 2025; GAAP net loss $9 million vs. $12 million
Non-GAAP diluted EPS $0.07 vs. $0.04 a year earlier; GAAP diluted loss per share $0.05 vs. $0.07
Q4 2026 outlook: revenue $233 million to $247 million, Adjusted EBITDA $40 million to $47 million
Cash and cash equivalents were $40 million at September 30, 2026, down from $96 million at December 31, 2025
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
Caesars reported third-quarter 2026 net revenues of $2.9 billion, up 2.5% from a year earlier, while its net loss attributable to Caesars widened to $123 million from $55 million. Adjusted EBITDA fell 2.1% to $865 million. The company is not holding a conference call because of its pending agreement to be acquired by Fertitta Entertainment, Inc., and its stock will stop trading on Nasdaq once that deal closes.
Net revenues were $2.9 billion ($2,940 million) versus $2,869 million, up 2.5%.
Net loss attributable to Caesars was $123 million, or $0.61 per share, versus a loss of $55 million, or $0.27 per share.
Adjusted EBITDA was $865 million versus $884 million in the prior-year quarter.
The pending Fertitta Entertainment acquisition was announced May 28, 2026; no conference call will be held and the stock will be delisted from Nasdaq upon completion.
Finward Bancorp reported unaudited third-quarter 2026 net income available to common stockholders of $1.4 million, or $0.31 per diluted share, down from $2.1 million, or $0.48 per diluted share, in the second quarter. The company said the decline reflected merger-related compensation and third-party costs tied to its pending merger with First Financial, even as net interest income rose to $15.9 million from $15.2 million. Tangible book value per share fell to $31.07 from $35.75.
Net income of $1.4 million, or $0.31 per diluted share, for the quarter ended September 30, 2026, versus $2.1 million, or $0.48, for the quarter ended June 30, 2026
Total non-interest expense rose to $17.0 million from $14.9 million, with the efficiency ratio at 91.32% versus 84.52%
Net interest income increased to $15.9 million from $15.2 million, and net interest margin rose to 3.39% from 3.25%
Tangible book value per share was $31.07 at September 30, 2026, down from $35.75 at June 30, 2026
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
Logitech reported fiscal second-quarter 2027 sales of $1.22 billion, up 3% from a year earlier, with GAAP diluted EPS of $1.25, up 9%, and non-GAAP diluted EPS of $1.51, up 4%. For the third quarter, the company guided to sales of $1,360 million to $1,430 million, or a 4% decline to 1% growth in US dollars, and it cited an estimated $70 million to $80 million sales hit from a semiconductor supplier's facility incident.
Q2 sales were $1.22 billion, up 3% in US dollars and 2% in constant currency; non-GAAP operating income was $231 million, up 0.4%.
GAAP diluted EPS was $1.25, up 9%; non-GAAP diluted EPS was $1.51, up 4%.
Q3 FY27 outlook: sales of $1,360 million to $1,430 million and non-GAAP operating income of $220 million to $255 million.
The company returned $406 million to shareholders in the quarter through its annual dividend and share repurchases.
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.
Beta Bionics reported third-quarter 2026 net sales of $35.5 million, up 30% from a year earlier, but its net loss widened to $24.4 million from $14.2 million. The company narrowed its full-year 2026 revenue guidance to $124 million to $126 million, raising the low end, while noting a possible deferral of up to $8.5 million of fourth-quarter revenue as some users await the Mint launch.
Net sales were $35.5 million, up 30% from $27.3 million; pharmacy benefit plan channel sales rose 118% to $13.6 million.
Net loss was $24.4 million, or $0.52 per share, compared with $14.2 million, or $0.33 per share, in the third quarter of 2025.
2026 revenue guidance is $124 million to $126 million, up from $121 million to $126 million at the low end; gross margin guidance of 58.5% to 59.5% was unchanged.
The company withdrew its 3D Intelligence 510(k) application and plans to submit a revised one in mid-Q4 2026; it also completed a public offering netting about $161.3 million.
Expand Energy reported third quarter 2026 results on October 27, 2026, with total revenues and other of $3,286 million, up from $2,966 million a year earlier. GAAP net income fell to $519 million, or $2.24 per diluted share, from $547 million, or $2.28, while adjusted net income rose to $338 million, or $1.46 per diluted share, from $234 million a year earlier. The company also updated its 2026 capital investment guidance to approximately $3 billion.
Q3 2026 net income $519 million ($2.24 diluted EPS) vs. $547 million ($2.28) in Q3 2025
Q3 2026 adjusted net income $338 million ($1.46 per diluted share) vs. $234 million in Q3 2025
Repurchased $305 million of common stock in Q3 with $1 billion of repurchase capacity remaining; Twin Eagle acquisition completed September 16, 2026
Eagle Bancorp Montana reported third-quarter 2026 net income of $3.0 million, or $0.38 per diluted share, down from $3.7 million, or $0.47, in the prior quarter and $3.6 million, or $0.46, a year earlier, even as revenues rose to $25.1 million. The company recorded a $1.9 million provision for credit losses, which it attributed to record loan growth, and nonperforming loans rose to $8.7 million. Nine-month net income increased to $10.7 million, or $1.36 per diluted share, from $10.1 million, or $1.29, a year earlier.
Third-quarter net income was $3.0 million, or $0.38 per diluted share, versus $3.7 million, or $0.47, in Q2 2026 and $3.6 million, or $0.46, in Q3 2025.
Revenues were $25.1 million, up 7.2% from $23.4 million a year earlier; the provision for credit losses was $1.9 million versus $343,000 in Q2 2026.
Nonperforming loans were $8.7 million at September 30, 2026, compared with $4.2 million at June 30, 2026.
The board declared a quarterly cash dividend of $0.1475 per share on October 22, 2026, payable December 4, 2026, to holders of record November 13, 2026.
Travelzoo reported third quarter 2026 revenue of $22.9 million, up 3% from a year earlier, while it posted an operating loss of $2.6 million and a net loss attributable to Travelzoo of $2.0 million, or $(0.20) per share, compared with a profit of $0.01 per share a year earlier. The company said it is spending more to grow Club Members, which rose 65% year-over-year, and expects year-over-year revenue growth in Q4 2026.
Revenue was $22.9 million, up 3% from $22.2 million in Q3 2025.
Operating loss was $2.6 million, compared with operating income of $0.5 million a year earlier.
Net loss attributable to Travelzoo was $2.0 million, or $(0.20) per share, versus $0.01 per share in Q3 2025.
Club Members rose 65% year-over-year; the company expects year-over-year revenue growth for Q4 2026.
QNB Corp. reported a third-quarter 2026 net loss of $14,774,000, or $2.67 per diluted share, compared with net income of $3,648,000 in the same quarter of 2025. The loss reflects a $27,713,000 net loss from a balance sheet restructuring and $251,000 of merger-related costs tied to the Victory Bancorp acquisition. Excluding these items, adjusted net income was $7,207,000, or $1.30 per diluted share, up from $1.09 a year earlier.
Q3 2026 GAAP net loss of $14,774,000 ($2.67 per diluted share) versus net income of $3,648,000 in Q3 2025
Restructuring included sale of $250,712,000 in available-for-sale securities at a loss of $29,049,000
Adjusted diluted EPS of $1.30 for Q3 2026 versus $1.09 for Q3 2025; nine-month GAAP net loss of $8,994,000
Victory Bancorp acquisition closed April 1, 2026; the offering added $48,284,000 in net proceeds to equity
Ohio Valley Banc Corp. reported third-quarter 2026 net income of $3,295,000, up 8.7% from a year earlier, with earnings per share of $.70 versus $.64. For the first nine months of 2026, net income fell 9.7% to $10,519,000, and EPS was $2.23 versus $2.47, as higher credit loss provisions tied to a limited number of commercial credits weighed on results.
Q3 2026 net income $3,295,000, up $265,000 or 8.7%; EPS $.70 vs. $.64 a year earlier
Nine-month 2026 net income $10,519,000, down $1,127,000 or 9.7%; EPS $2.23 vs. $2.47
Q3 provision for credit losses $2,825,000, up $1,713,000; net interest margin 4.03% vs. 4.05% in Q3 2025
Total assets $1.655 billion at September 30, 2026, up $73 million from December 31, 2025
Provident Financial Holdings reported net income of $1.57 million, or $0.25 per diluted share, for the quarter ended September 30, 2026, down from $0.35 per share in the prior quarter and flat with $0.25 a year earlier. Net interest income rose 9% from a year earlier to $9.77 million, but the company recorded a $777,000 provision for credit losses, compared with a $626,000 recovery in the same quarter last year.
Net income was $1.57 million, down 28% from $2.18 million in the June 2026 quarter and down 6% from $1.68 million a year earlier.
Net interest margin was 3.32%, up 32 basis points from 3.00% a year earlier.
Provision for credit losses was $777,000, versus a $626,000 recovery a year earlier; allowance for credit losses rose to $6.59 million from $5.85 million at June 30, 2026.
The company repurchased 86,431 shares at an average cost of $18.30 per share and paid a $0.14 quarterly dividend per share.
SunCoke Energy reported third quarter 2026 revenues of $485.9 million, down $1.1 million from a year earlier, and net income attributable to SXC of $21.8 million ($0.25 per diluted share), down from $22.2 million ($0.26). Adjusted EBITDA rose $17.8 million to $76.9 million, and the company now expects full-year Adjusted EBITDA to modestly exceed the top of its $250 million to $265 million range, while also declaring a $0.12 quarterly dividend.
Q3 2026 Adjusted EBITDA was $76.9 million, up from $59.1 million; Industrial Services Adjusted EBITDA rose $13.9 million to $32.1 million, and Domestic Coke rose $7.1 million to $51.1 million.
Q3 2026 revenues were $485.9 million, down $1.1 million, and net income attributable to SXC was $21.8 million, down $0.4 million.
Full-year 2026 guidance: Adjusted EBITDA expected to modestly exceed the $250 million to $265 million range; consolidated net income expected between $22 million and $42 million.
Board declared a cash dividend of $0.12 per share, the 29th consecutive quarterly dividend, payable December 1, 2026; the company also reached a settlement with Algoma Steel in October 2026 related to its 2025 claim.
Baldwin Insurance Group reported preliminary, unaudited third-quarter 2026 results with revenue up 31% to $480.3 million and adjusted EBITDA up 47% to $106.9 million. The GAAP net loss widened to $81.6 million from $30.2 million a year earlier, and the company's pending $32.50-per-share all-cash take-private deal remains on track for the first quarter of 2027.
Total revenue of $480.3 million, up 31% from $365.4 million; organic revenue growth of 6%
GAAP net loss of $81.6 million for the quarter, compared with a net loss of $30.2 million in the prior-year period
Adjusted EBITDA of $106.9 million, up 47%; net cash from operating activities of $54.2 million
Merger agreement signed September 14, 2026 at $32.50 per share in cash; expected to close in the first quarter of 2027
GeoVax entered a revolving loan agreement dated October 25, 2026 with Bowery Consulting Group Inc. for up to $1 million outstanding at one time, at 12% interest, with no amount borrowed as of the filing. The lender can refuse any drawdown at its sole discretion, and either party can terminate the commitment. Five directors resigned effective October 23, 2026, and three lender-designated nominees now make up three of the five board seats, so shareholders should note both the costly, contingent financing and the shift in board control.
Loan facility of up to $1 million at 12% per annum, due on the first anniversary of closing; no amount borrowed as of the filing date
Lender may refuse any drawdown in its sole discretion, and either party may terminate the commitment at any time
Directors Randal Chase, Dean Kollintzas, Nicole Lemerond, Jayne Morgan and John Spencer, Jr. resigned effective October 23, 2026; Steven Brown, Tyler O'Brien and Manpreet Uppal were appointed as lender nominees
Nominees automatically resign if the initial public equity offering is not closed within ten business days after the S-1 becomes effective, or if at least $10 million in total financing is not completed by December 31, 2026
AIAI Holdings signed a Services Agreement with Messier 42 LLC, under common control with the company, to support a War Tech Consortium that will pursue defense technology acquisitions and partnerships. The company will receive 50% of net proceeds from an existing anti-drone sales agreement, and M42 projects about $125 million in cash for the company in 2027 based on the current sales pipeline; the filing says the deal will be accretive to earnings per share.
Services Agreement dated October 26, 2026; initial fee is 50% of net proceeds from the Existing Agreement for anti-drone sales
M42 projects approximately $125 million in cash for AIAI in 2027, based on the current sales pipeline; these are M42's projections, not company results
Press release issued October 27, 2026 says the earlier planned controlling interest in an M42 subsidiary is no longer part of the transaction
Esquire Financial Holdings reported third-quarter 2026 net income of $17.5 million, or $1.57 per diluted share, up from $13.0 million in the second quarter but down from $1.62 per share a year earlier. The results include $8.9 million of merger expenses and reflect the August 1, 2026 closing of its acquisition of Signature Bancorporation, which had a purchase price of $466.1 million and roughly doubled total assets to $4.81 billion.
Q3 2026 net income $17.5 million, or $1.57 diluted EPS, versus $13.0 million and $1.49 in Q2 2026 and $14.1 million and $1.62 in Q3 2025
Adjusted diluted EPS was $2.12 for Q3 2026 excluding $8.9 million of pretax merger expenses and a $938 thousand discrete tax benefit
Signature acquisition closed August 1, 2026 at a purchase price of $466.1 million; core systems conversions targeted for April 2027
Total deposits $3.98 billion and net interest margin 5.74% at September 30, 2026
Euronet reported third quarter 2026 results, with revenue up 1% to $1,161.1 million but operating income down 12% to $171.6 million and diluted EPS of $2.53, versus $2.75 a year earlier. The company revised its 2026 outlook to about $4.375 billion of revenue, about $725 million of Adjusted EBITDA and adjusted EPS growth of about 10%, citing immigration-related pressure in Cross-Border Payments and broader economic factors.
Revenue of $1,161.1 million, up 1% from $1,145.7 million; Cross-Border Payments revenue fell 5% to $431.0 million.
Operating income of $171.6 million, down 12% from $195.0 million; adjusted EPS of $3.55, down 2% from $3.62.
Revised 2026 outlook: about $4.375 billion revenue, about $725 million Adjusted EBITDA, and adjusted EPS growth of about 10%.
Repurchased $50 million of common stock during the quarter; total indebtedness was $2,177.3 million at September 30, 2026, down from $2,654.0 million at June 30, 2026.
AAR CORP. furnished an investor presentation describing its pending acquisition of a 65% controlling interest in MRO Holdings, under a share purchase agreement dated September 28, 2026, at an implied enterprise value of $4.0 billion. The deal is financed with new debt and about $780 million of AAR equity issued to MRO Holdings shareholders, plus about $230 million from a PIPE transaction, which would give those holders roughly 12% and new PIPE investors roughly 5% pro forma ownership, and AAR expects pro forma net leverage of about 3.8x at closing.
Implied enterprise value of $4.0 billion for a 65% controlling interest; MRO Holdings shareholders keep 35%
About $780 million of upfront equity to MRO Holdings shareholders (roughly 12% pro forma ownership) and about $230 million in PIPE equity (roughly 5%)
Pro forma net leverage of about 3.8x at close, with expected closing in AAR's fiscal Q3 ending February 2027, subject to regulatory approvals
Presentation cites about $75 million of run-rate cost synergies, with run-rate synergies expected by the fiscal year ending May 2030
Zura Bio reported a third-quarter 2026 net loss of $25.8 million, or $0.20 per share, up from $18.0 million, or $0.21 per share, a year earlier, as research and development and general and administrative spending rose. The company said its $187.7 million in cash and cash equivalents as of September 30, 2026 is expected to fund planned operations through at least the end of 2028, and it reaffirmed timing for topline data from two Phase 2 tibulizumab studies.
Net loss of $25.8 million ($0.20 per share) for Q3 2026, compared with $18.0 million ($0.21 per share) in Q3 2025.
R&D expenses rose to $19.5 million from $11.9 million; G&A expenses rose to $9.3 million from $7.6 million.
Cash and cash equivalents were $187.7 million as of September 30, 2026, with runway expected through at least the end of 2028.
TibuSHIELD topline data in hidradenitis suppurativa remains on track for Q4 2026, TibuSURE data in systemic sclerosis for H1 2027, and NEXUS-PMR is set to start by year-end 2026.
Wave Life Sciences reported third quarter 2026 results, with revenue recognized of $13.2 million, up from $7.6 million a year earlier. Net loss widened to $61.9 million from $53.9 million, though the loss per share improved to $0.30 from $0.32 as the weighted-average share count rose. The company said cash, cash equivalents, and marketable securities were $431.0 million at September 30, 2026, with a cash runway into the third quarter of 2028.
Revenue recognized was $13.2 million in Q3 2026, versus $7.6 million in Q3 2025.
Research and development expenses were $53.8 million and general and administrative expenses were $25.4 million in Q3 2026.
Net loss was $61.9 million, or $0.30 per share, versus a net loss of $53.9 million, or $0.32 per share, a year earlier.
Cash, cash equivalents, and marketable securities were $431.0 million at September 30, 2026, excluding a $12 million GSK milestone due in Q4 2026.
Boeing reported third quarter 2026 revenue of $24.2 billion and a GAAP loss per share of ($0.26), alongside an operating cash flow of $1.5 billion. Total company backlog grew to a record $745 billion, supported by new aircraft certifications and defense contracts. Shareholders should note ongoing operational and supply chain headwinds impacting commercial margins alongside improvements in defense and services volume.
Recorded third quarter 2026 revenues of $24.2 billion and a net loss of $116 million.
Operating cash flow reached $1.5 billion and free cash flow was $0.5 billion for the third quarter of 2026.
Total company backlog grew to a record $745 billion at the end of the third quarter of 2026.
The 737-7 achieved amended type certification and the 737-10 achieved certification from the FAA.
Watsco reported record third-quarter revenue of $2.22 billion, up 7%, helped by acquisitions, but diluted earnings per share fell 5% to $3.77 as gross margin and operating income declined. For the nine months, revenue rose 3% while earnings per share fell 7% to $9.72, and the company said residential unit volumes returned to growth.
Q3 operating income fell 4% to $225 million; operating margin was 10.1% versus 11.4% a year earlier
Q3 gross profit margin was 26.4% versus 27.5% last year; same-store sales rose 4%
Nine-month operating cash flow rose 79% to $304 million
Acquisitions of Jackson Supply (June 2026) and The Granite Group (October 2026) add 107 locations and $730 million in annualized revenue
HCA Healthcare reported third quarter 2026 revenue of $19.849 billion and net income of $1.579 billion, alongside an updated full-year operating forecast in the upper half of its previously issued ranges. The company experienced an unfavorable payer mix shift due to increased uninsured volume, which negatively impacted pre-tax income by approximately $400 million.
Revenues increased 3.6 percent to $19.849 billion in the third quarter of 2026.
Net income attributable to HCA Healthcare, Inc. declined 3.9 percent to $1.579 billion.
The Board of Directors declared a quarterly cash dividend of $0.78 per share payable on December 29, 2026.
The company repurchased 7.230 million shares of its common stock at a cost of $2.970 billion during the third quarter.
The Sherwin-Williams Company reported third-quarter 2026 consolidated net sales of $6.86 billion, an increase of 7.9% compared to the same period in 2025. Diluted net income per share rose 0.9% to $3.38, while adjusted diluted net income per share increased 1.1% to $3.63. The company also updated its full-year 2026 diluted net income per share guidance to a range of $10.92 to $11.22.
Consolidated net sales increased 7.9% to $6.86 billion for the third quarter ended September 30, 2026.
Diluted net income per share was $3.38, compared to $3.35 in the third quarter of 2025.
Full-year 2026 adjusted diluted net income per share guidance was narrowed to a range of $11.85 to $12.15.
The company returned $749.0 million to shareholders through dividends and share repurchases in the quarter.
Repligen reported third-quarter 2026 revenue of $209.3 million, up 11% from $188.8 million a year earlier, and raised its full-year 2026 revenue guidance to $844 million-$852 million. The company swung to a GAAP loss of $0.68 per diluted share, driven by a $41.2 million intangible asset impairment charge, though adjusted EPS rose to $0.53 from $0.46.
Q3 revenue $209.3 million vs. $188.8 million a year earlier, up 11% as reported and 12.5% organic
GAAP loss per diluted share $0.68 vs. EPS of $0.26, including a $41.2 million intangible asset impairment charge
Adjusted diluted EPS $0.53 vs. $0.46; FY26 revenue guidance raised to $844 million-$852 million
BioLife Solutions acquisition closed October 6, 2026; cash and marketable securities $863 million at September 30, 2026
Xylem reported third-quarter 2026 revenue of $2.2 billion, down 3% on a reported basis and flat organically, while reported earnings per share rose 34% to $1.25. The company lowered its full-year 2026 adjusted EPS guidance to $5.40-$5.45 from $5.55-$5.70 and cut its revenue forecast to a 1% decline from a prior 2% gain, and it said it intends to divest Applied Water International and Specialty Flow Control and reorganize into three segments in 2027.
Q3 2026 revenue was $2.2 billion, down 3% on a reported basis; adjusted EPS was $1.44, up 5%, and reported EPS was $1.25, up 34%
Full-year 2026 revenue is now expected at about $8.95 billion, down 1% reported, versus prior guidance of up 2%
Full-year 2026 adjusted EPS guidance was lowered to $5.40-$5.45 from $5.55-$5.70
Executive Hayati Yarkadas will cease to be an executive officer on January 1, 2027 and will lead the planned divestitures, with a $1.2 million success incentive tied to their closing
Invesco reported third-quarter 2026 results: operating revenues rose 2.6% from the second quarter to $1,873.2 million, but net income attributable to Invesco Ltd. fell 14.7% to $294.5 million, lowering diluted EPS to $0.65 from $0.76. Adjusted diluted EPS edged up to $0.72 and the company repurchased $1.5 billion of preferred stock held by MassMutual, funded by a new bank term loan.
Operating revenues of $1,873.2 million, up 2.6% from $1,825.6 million in Q2 2026 and up 14.2% from Q3 2025.
Net income attributable to Invesco Ltd. of $294.5 million, down 14.7% from $345.3 million in Q2 2026; diluted EPS $0.65 versus $0.76.
Adjusted diluted EPS of $0.72, up from $0.71 in Q2 2026; adjusted operating margin 40.7%.
Repurchased $1.5 billion of Series A Preferred Stock held by MassMutual on October 26, 2026, funded by a five-year floating-rate bank term loan; $1 billion remains outstanding.
MidCap Financial Investment Corp (MFIC) signed a merger agreement with Ares Capital Corp (ARCC) under which MFIC stockholders would receive $1.21 in cash plus ARCC stock, valued at a total of $10.88 per share. The total is below MFIC's preliminary net asset value of $12.86 per share as of September 30, 2026, but it is a 30.1% premium to MFIC's October 26, 2026 closing price, and the stock portion will vary with ARCC's price and NAV before closing.
Cash consideration of $1.21 per share and stock consideration of about $9.67 per share, for total consideration of $10.88 per fully diluted share
Premium of approximately 30.1% to MFIC's October 26, 2026 closing price and 25.8% to its 30-day VWAP
Preliminary NAV per share of approximately $12.86 as of September 30, 2026, subject to change in MFIC's third quarter 2026 results expected November 5, 2026
MFIC would pay ARCC a termination fee of $31,360,000 in certain circumstances; closing is expected in the first half of 2027, subject to MFIC stockholder approval
Invesco Ltd. borrowed the full $1.5 billion of an unsecured five-year term loan on October 26, 2026, and used it to repurchase $1.5 billion of its 5.9% preference shares held by MassMutual, a significant shareholder owning about 18.5% of common shares. The repurchase was made at a 12.5% premium to the $1,000 liquidation preference, and MassMutual will keep $1 billion of preferred stock. The loan adds debt that carries financial covenants, so it changes the company's debt load and its obligations ahead of common shareholders.
$1.5 billion unsecured term loan dated October 26, 2026, maturing October 26, 2031, borrowed in full at closing and guaranteed by Invesco Ltd.
Proceeds funded repurchase of $1.5 billion of 5.9% Series A Preference Shares from MassMutual at a 12.5% premium to the $1,000 liquidation preference per share.
Loan interest is Term SOFR or a base rate plus a margin; based on current credit ratings, the SOFR margin would be 1.350%.
Quarterly covenants require a Debt/EBITDA ratio of no more than 3.25:1.00 and interest coverage of at least 4.00:1.00.
CMS Energy reported third-quarter 2026 GAAP earnings of $0.39 per diluted share, down from $0.92 a year earlier, after asset impairment and restructuring charges tied to NorthStar Clean Energy. Adjusted earnings per share rose to $1.44 from $0.93, and the company reaffirmed its 2026 and 2027 adjusted EPS guidance, which means shareholders see a large one-time charge in reported results while the company's adjusted outlook is unchanged.
Q3 2026 operating revenue was $2,183 million, up from $2,021 million in Q3 2025.
Q3 2026 net income available to common stockholders was $121 million, compared with $275 million a year earlier.
Reaffirmed 2026 adjusted EPS guidance of $3.83 to $3.90 per share and 2027 guidance of $4.08 to $4.17.
Asset impairment and restructuring activities added $1.08 per share to the quarter's reconciling items, with a $0.39 GAAP reported figure.
Atlantic Union Bankshares furnished an investor presentation under Regulation FD for meetings with investors and analysts in the fourth quarter of 2026. The deck reports Q3 2026 adjusted operating diluted EPS of $0.96, and several 2026 outlook items are described as at the low end of their ranges. For shareholders, the reported tangible book value per share fell from $20.77 to $20.36 in the quarter, mainly because of AOCI, while the company repurchased $62.5 million of common stock.
Q3 2026 adjusted operating diluted EPS of $0.96; adjusted operating ROTCE of 19.85% and ROA of 1.45%
2026 outlook: loans $29.0-30.0 billion and deposits $31.0-32.0 billion; net interest income, net interest margin, noninterest income and expense all described as low end of range
Reported tangible book value per share was $20.36 at September 30, 2026, down from $20.77 at June 30, 2026; $23.22 excluding AOCI
Q3 2026 dividend of 37 cents per share, up 8.8% from the third quarter of 2025; $62.5 million of common stock repurchased at an average price of $41.38
AllianceBernstein reported third quarter 2026 results. GAAP net revenues rose 7.8% from a year earlier to $1.2 billion, while GAAP operating income fell 12.0% to $250 million and GAAP net income per Unit was flat at $0.79. Adjusted net income per Unit rose 2.3% to $0.88, and the firm reported $6.6 billion of firmwide net inflows.
GAAP net revenues of $1.2 billion rose 7.8% year over year; GAAP operating income of $250 million fell 12.0%, and operating margin was 21.9% versus 24.3%.
Adjusted net income per Unit was $0.88 versus $0.86, up 2.3%; the cash distribution is $0.88 per Unit, payable November 19, 2026, to holders of record on November 6, 2026.
Firmwide net inflows were $6.6 billion, compared with net outflows of $2.3 billion a year earlier; ending AUM was $900.4 billion, up 4.7% year over year.
Hycroft Mining reported third-quarter 2026 results and said it held $211 million in unrestricted cash with no debt, but the filing does not include revenue, earnings or production figures. The company also said CFO Stanton Rideout will move to an advisory role effective March 16, 2027, and that a senior vice president will retire, so shareholders will see a change in finance leadership.
Q3 2026 results: $211 million in unrestricted cash and no debt; the filing gives no revenue, profit or EPS figures
CFO Stanton Rideout moves to Executive Vice President, Strategic Advisor effective March 16, 2027; search for a replacement has started
SVP David Thomas to retire; the 8-K gives March 31, 2027, while the press release gives April 30, 2027
Michael Deal named Chief Operating Officer; four new independent directors appointed
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