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
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.
Seven Hills Realty Trust reported third quarter 2026 net income of $8.1 million, or $0.36 per diluted share, up from $3.4 million, or $0.23 per share, in the same quarter of 2025. Distributable Earnings were $3.8 million, or $0.17 per share, after a $1.5 million realized loss on a Dallas office loan; excluding that loss, they were $5.3 million, or $0.24 per share, compared with $0.29 a year earlier. The company also originated $122.3 million of loans in the quarter, its highest quarterly level since the fourth quarter of 2021.
Q3 2026 net income was $8.1 million, or $0.36 per diluted share, versus $3.4 million, or $0.23 per share, in Q3 2025.
Distributable Earnings were $3.8 million, or $0.17 per share; excluding a $1.5 million realized loss, they were $5.3 million, or $0.24 per share.
Three loans with aggregate commitments of $122.3 million were originated in the quarter, and the company had $51.5 million of cash and $425.7 million of unused financing capacity at September 30, 2026.
The board declared a quarterly distribution of $0.28 per common share on October 8, 2026, payable on or about November 12, 2026, to holders of record on October 19, 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
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.
VolitionRx paid $500,000 in cash toward the principal of its $2.4 million senior secured convertible note held by Lind Global Asset Management XII LLC, leaving a balance of $706,667. Under an October 23, 2026 waiver, Lind agreed not to convert the note before January 1, 2027 unless the closing share price reaches $0.275, and the November and December 2026 repayments were deferred. The company says the moves reduce debt and pause conversion rights, which bear on potential share dilution, though the deferrals show the scheduled payments were pushed back.
$500,000 cash prepayment of principal on the note, with $706,667 remaining outstanding
Lind agreed not to exercise conversion rights on or before January 1, 2027, unless the closing price equals or exceeds $0.275 per share
November and December 2026 monthly repayments deferred and kept in outstanding principal
Waiver dated October 23, 2026; company press release issued October 27, 2026
Virtuix Holdings said it expects strong revenue growth for the fiscal second quarter ended September 30, 2026, driven partly by higher Omni One sales after the June launch of Omni One for Quest with Meta. The expectations are preliminary, the filing gives no revenue or profit figures, and final results remain subject to quarter-end closing procedures.
Company expects strong revenue growth for the quarter ended September 30, 2026, but the filing gives no specific figures.
Growth is attributed in part to Omni One sales following the June 2026 launch of Omni One for Quest with Meta.
Results conference call is set for Monday, November 16, 2026, at 8:30 a.m. Eastern Time, with CEO Jan Goetgeluk and CFO Thomas McGinnis presenting.
The call will also cover recent sales to the U.S. Army, U.S. Navy, and U.S. Department of Veterans Affairs.
First Carolina Financial Services reported net income of $7.9 million, or $0.26 per diluted share, for the quarter ended September 30, 2026, compared with a net loss of $2.0 million, or $0.08 per diluted share, a year earlier. Net interest income rose 10.0%, while noninterest income fell 48.0% on the planned discontinuation of a banking-as-a-service partnership and a prior-year securities gain. The filing furnishes the earnings release as Exhibit 99.1 and contains no guidance.
Net income of $7.9 million, or $0.26 per diluted share, versus a loss of $2.0 million, or $0.08 per diluted share, in Q3 2025.
Net interest income rose 10.0% to $28.1 million; net interest margin was 3.38%, up 32 basis points year over year.
Noninterest income fell 48.0% to $6.7 million, including $3.6 million from the discontinued partnership and $1.7 million in prior-year securities gains.
Noninterest expense fell 19.6% to $25.8 million; nonperforming assets were 0.60% of total assets at September 30, 2026, versus 0.63% a year earlier.
Home Federal Bancorp, Inc. of Louisiana reported net income of $1.911 million, or $0.62 per diluted share, for the three months ended September 30, 2026, up from $1.599 million, or $0.52 per diluted share, a year earlier. Higher net interest income and non-interest income drove the increase, while non-performing assets fell sharply from June 30, 2026.
Net income of $1.911 million vs. $1.599 million a year earlier; diluted EPS of $0.62 vs. $0.52
Net interest income rose $643,000, or 12.2%; net interest margin was 3.83% vs. 3.63%
Non-interest income rose $203,000, or 31.2%, including a $204,000 gain on the bulk sale of 44 rental properties
Non-performing assets were $1.556 million at September 30, 2026, down from $3.649 million at June 30, 2026
Peapack-Gladstone reported third-quarter 2026 net income available to common shareholders of $18.5 million, or $0.99 per diluted share, up from $9.6 million, or $0.54, a year earlier. Total revenue rose 24% year over year to $87.5 million, and operating expenses rose 5% year over year. The company also issued the remaining $20 million of its 6% convertible preferred stock and reinstated a 3% discount feature in its Dividend Reinvestment Plan.
Net income available to common shareholders of $18.5 million, or $0.99 diluted EPS, versus $9.6 million, or $0.54, in Q3 2025
Total revenue of $87.5 million, up 24% year over year; net interest income of $67.5 million, up 33%
Remaining $20 million of 6% non-cumulative perpetual convertible preferred stock issued on July 24, 2026
Dividend Reinvestment Plan share purchases at a 3% discount to market price take effect with the November 2026 dividend
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.
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%.
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.
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.
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.
Western New England Bancorp reported third-quarter 2026 net income of $6.3 million, or $0.32 per diluted share, up from $3.2 million, or $0.16, a year earlier and from $3.6 million, or $0.18, in the second quarter. Its board also declared a $0.07 quarterly dividend and authorized a new buyback of up to 1.0 million shares, about 5.0% of outstanding stock, to begin after the existing 2025 plan is completed.
Q3 2026 net income $6.3 million, or $0.32 per diluted share, vs. $3.2 million, or $0.16, in Q3 2025
Nine-month net income $14.7 million, or $0.74 per diluted share, vs. $10.1 million, or $0.50, a year earlier
Quarterly cash dividend of $0.07 per share, payable on or about November 25, 2026, to holders of record on November 11, 2026
New buyback of up to 1.0 million shares; 276,465 shares remained under the 2025 plan at September 30, 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
Universal Health Realty Income Trust reported third-quarter 2026 net income of $4.9 million, or $.35 per diluted share, up from $4.0 million, or $.29, a year earlier. Funds from operations (FFO) rose slightly to $12.3 million, or $.88 per share, and nine-month net income rose to $15.9 million, or $1.14 per share, from $13.3 million, or $.96.
Q3 2026 net income $4.9 million ($.35 per diluted share) vs. $4.0 million ($.29) in Q3 2025
Q3 2026 FFO $12.3 million ($.88 per diluted share) vs. $12.2 million ($.88) in Q3 2025
Nine-month net income $15.9 million ($1.14 per diluted share), including a $724,000 land sale gain; adjusted net income $15.1 million ($1.09)
October 2026 sale of a Chicago parcel for $1.96 million in cash, with a Q4 2026 gain of approximately $1.90 million expected
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.
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
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
First Financial Bancorp reported record third-quarter 2026 results, with net income of $81.2 million, or $0.77 per diluted share, up from $76.5 million, or $0.73, in the second quarter. The board also approved a quarterly dividend of $0.26 per share, and the company said Federal regulatory approval has been received for its Finward acquisition, which it expects to close on January 1, 2027.
Q3 2026 net income of $81.2 million, or $0.77 per diluted share, versus $76.5 million, or $0.73, in Q2 2026
Nine-month 2026 diluted EPS of $2.21 versus $2.02 for the same period in 2025
Net interest margin of 4.05%; noninterest expenses of $165.7 million, or $156.9 million adjusted
Quarterly dividend of $0.26 per share payable December 15, 2026; tangible book value per share fell to $15.65
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.
Intapp reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026, with total revenue up 16% year-over-year and subscription revenue up 29%. The company also issued fiscal 2027 outlook, projecting total revenue of $658.2 million to $662.2 million and non-GAAP diluted net income per share of $1.64 to $1.68. The filing does not state prior guidance, so it does not show whether the outlook changed.
Total revenue was $161.3 million, up 16% year-over-year; subscription revenue was $125.5 million, up 29%.
GAAP net loss was $(1.3) million, compared with $(14.4) million a year earlier; non-GAAP diluted EPS was $0.44, compared with $0.24.
Cloud ARR reached $515.3 million, up 28%; trailing twelve-month cloud net revenue retention was 123%.
Fiscal 2027 outlook: total revenue of $658.2 million to $662.2 million; non-GAAP diluted EPS of $1.64 to $1.68. The company repurchased $25.0 million of stock in the quarter.
Sensata Technologies reported third quarter 2026 revenue of $1,003.6 million, up 7.7% from a year earlier, and GAAP earnings of $0.78 per share versus a loss of $1.12 per share in the third quarter of 2025. Revenue included a $24.0 million termination payment from a customer tied to a cancelled electric vehicle program, and without it adjusted EPS would have been $0.97. The company also guided fourth quarter 2026 adjusted EPS to $0.95 to $0.99.
Q3 2026 revenue was $1,003.6 million, up $71.6 million or 7.7%; excluding the $24.0 million termination payment, revenue was $979.6 million.
Adjusted EPS was $1.13 versus $0.89 in Q3 2025; GAAP diluted EPS was $0.78 versus a loss of $1.12.
Free cash flow was $198.3 million in Q3 2026, and cash on hand was $553.4 million at September 30, 2026.
Q4 2026 guidance calls for revenue of $942 million to $972 million and adjusted EPS of $0.95 to $0.99, compared with $918 million and $0.88 in Q4 2025.
Banc of California reported third quarter 2026 net earnings available to common stockholders of $73.1 million, or $0.46 per diluted share, compared with $0.38 a year earlier, and total revenue rose 6% year over year to $303.8 million. The results follow a second quarter net loss of $251.3 million, or $(1.61) per diluted share, tied to a balance sheet repositioning, and management said it expects further profitability improvement in the fourth quarter.
Diluted EPS of $0.46 for Q3 2026, up from $0.38 in Q3 2025; net earnings available to common of $73.1 million
Total revenue of $303.8 million, up 6% year over year; net interest margin of 3.34%
Q2 2026 net loss available to common of $251.3 million, or $(1.61) per diluted share, reflecting the strategic balance sheet repositioning
Earnings conference call set for 8:30 A.M. Pacific Time on October 28, 2026
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.
LPL Financial reported third-quarter 2026 net income of $357 million, or $4.52 per diluted share, compared with a net loss of $30 million in the same quarter of 2025 and net income of $379 million in the second quarter of 2026. Adjusted EPS rose 15% year-over-year to $5.97, and the company narrowed its 2026 Core G&A outlook while reporting that the Commonwealth Financial Network conversion remains on track for the fourth quarter of 2026.
Net income was $357 million, or $4.52 diluted EPS, versus a net loss of $30 million, or $0.37, in Q3 2025 and $379 million, or $4.74, in Q2 2026.
Total revenue was $5.34 billion, up 17% year-over-year; adjusted EPS rose 15% to $5.97.
Commonwealth conversion is on track for Q4 2026, with asset retention now expected at about 83% and estimated run-rate EBITDA of $415 million.
The board declared a $0.30 per share dividend payable November 30, 2026, to stockholders of record as of November 12, 2026.
OrthoPediatrics filed an October 2026 investor presentation under Regulation FD for executives to use in upcoming meetings with investors and analysts. The deck reports third-quarter 2026 revenue of $72.7 million, up 19% from $61.2 million a year earlier, and a narrower net loss of $5.9 million, or $0.25 per diluted share, versus $11.8 million, or $0.50 per share. It also restates full-year 2026 revenue guidance of $270.0 million to $273.0 million.
Q3 2026 revenue was $72.7 million, up from $61.2 million in Q3 2025, a 19% increase.
Q3 2026 net loss was $5.9 million ($0.25 per diluted share), compared with a net loss of $11.8 million ($0.50 per share) in Q3 2025.
FY2026 guidance: revenue of $270.0 million to $273.0 million, adjusted EBITDA of about $25.0 million, and free cash flow breakeven.
Balance sheet as of September 30, 2026 showed cash and short-term investments of $44.9 million and debt of $98.4 million.
First Community Bankshares reported third-quarter 2026 net income of $15.42 million, or $0.81 per diluted share, up from $12.27 million a year earlier, and record nine-month net income of $49.96 million. The company also declared a quarterly cash dividend of $0.33 per common share, payable November 27, 2026, to shareholders of record on November 13, 2026.
Q3 2026 net income was $15.42 million, or $0.81 per diluted share, versus $12.27 million in Q3 2025.
Adjusted net income excluding merger-related and other non-recurring items was $14.74 million, up 14.23%.
Net interest margin rose to 4.46% from 4.43% a year earlier.
Quarterly dividend of $0.33 per share is payable November 27, 2026, to holders of record on November 13, 2026.
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.
Rocky Brands reported third quarter 2026 net sales of $138.8 million, up 13.3% from a year earlier, and net income of $12.8 million, or $1.69 per diluted share, versus $0.96 a year earlier. Gross margin and profit improved, partly helped by $2.5 million of IEEPA tariff refunds and a temporary $3.5 million benefit from free trade zone inventory sales, and total debt fell 16.6% year over year.
Net sales rose 13.3% to $138.8 million; Retail segment sales rose 20.0% to $35.4 million and Wholesale rose 11.8% to $99.6 million
Net income was $12.8 million, or $1.69 per diluted share, versus $7.2 million, or $0.96 per diluted share, a year earlier; adjusted diluted EPS was $1.76 versus $1.03
Gross margin rose to 45.0% of net sales from 40.2%, aided by $2.5 million of IEEPA tariff refunds and a temporary $3.5 million benefit; total debt fell to $116.0 million from $139.0 million
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.
Werner Enterprises reported third-quarter 2026 revenue of $950.5 million, up 23% from a year earlier, and net income attributable to Werner of $6.6 million, or $0.11 per diluted share, compared with a loss of $20.6 million in the prior-year quarter. The results were helped by the FirstFleet acquisition and the non-recurrence of a $21.4 million litigation charge, while fuel costs and claims weighed on margins. The company also updated its 2026 guidance, narrowing its truck count growth outlook to 16% to 17% and lowering its net capital expenditure range to $190 million to $205 million.
Total revenues were $950.5 million, up $179.0 million from $771.5 million; Truckload Transportation Services revenues rose 37% after the January 27, 2026 FirstFleet acquisition.
Operating income was $17.0 million versus an operating loss of $13.0 million a year earlier; non-GAAP adjusted operating income was $21.0 million, up 92%.
Diluted earnings per share were $0.11 versus a loss of $0.34; non-GAAP adjusted diluted EPS was $0.16 versus a loss of $0.03.
Cash flow from operations fell 51% to $21.5 million from $44.1 million, and the company did not repurchase shares in the quarter.
BXP, Inc. reported third-quarter 2026 results for the period ended September 30, 2026, with net income attributable to BXP of $114.5 million, or $0.71 per diluted share, compared with $68.6 million, or $0.43 per diluted share, in the prior quarter. Revenue rose to $911.4 million from $895.7 million, and diluted FFO per share increased to $1.89 from $1.78. The company also reiterated full-year 2026 guidance of $2.35 to $2.37 in diluted EPS and $7.06 to $7.08 in diluted FFO per share.
Q3 2026 net income attributable to BXP was $114.5 million, or $0.71 per diluted share, versus $68.6 million, or $0.43, in Q2 2026.
Total revenue was $911.4 million, up from $895.7 million in Q2 2026; FFO attributable to BXP was $302.2 million, up from $283.4 million.
Full-year 2026 guidance: projected diluted EPS of $2.35 to $2.37 and diluted FFO per share of $7.06 to $7.08.
Q3 2026 included a $6.0 million accelerated vesting charge in Q2 2026 and a $0.7 million deferred compensation gain in G&A; Q2 2026 included an $18.0 million impairment loss.
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.
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.
STAG Industrial reported third-quarter 2026 net income attributable to common stockholders of $70.7 million, or $0.37 per share, up from $48.6 million, or $0.26 per share, a year earlier. Core FFO per diluted share rose 1.5% to $0.66, and same store cash NOI increased 3.5% to $159.9 million, while nine-month net income declined 2.3% to $185.5 million. The company also authorized a new share repurchase program of up to $250 million and a fourth-quarter dividend of $0.3875 per share.
Q3 2026 net income attributable to common stockholders was $70.7 million ($0.37 per diluted share), versus $48.6 million ($0.26) in Q3 2025
Core FFO per diluted share was $0.66, up 1.5% from $0.65; nine-month net income per share was $0.97 versus $1.02
Same store cash NOI rose 3.5% to $159.9 million; the Operating Portfolio occupancy rate was 96.2% as of September 30, 2026
On October 26, 2026, the board authorized a $250 million share repurchase program with no expiration date and a $0.3875 quarterly dividend payable January 15, 2027
Zurn Elkay Water Solutions reported third-quarter 2026 net sales of $495.1 million, up 9% from $455.4 million a year earlier, with core sales up 7%. Net income from continuing operations rose to $76.1 million, or $0.45 per diluted share, from $59.6 million, or $0.35, and the company raised its annual dividend 18% to $0.52 per share.
Adjusted EBITDA was $140.1 million, or 28.3% of net sales, versus $122.2 million, or 26.8%, a year earlier; adjusted EPS was $0.52 versus $0.43.
Fourth-quarter outlook calls for net sales of $430 million to $437 million and adjusted EBITDA of $120 million to $123 million.
Full-year free cash flow is expected to be greater than $350 million, excluding the net impact of tariff-related refunds.
The company completed its acquisition of Intellihot, Inc. and repurchased $35 million of common stock, or 0.7 million shares, in the quarter.
Pulmonx reported third-quarter 2026 revenue of $22.8 million, up 6% from a year earlier, and a net loss of $8.4 million, or $0.19 per share, compared with a $14.0 million loss, or $0.34 per share, a year earlier. The company kept its full-year 2026 revenue outlook at $90 million to $92 million, and it expects cash, cash equivalents, and marketable securities to decline by about $22 million for the year.
Q3 2026 revenue was $22.8 million, up from $21.5 million; U.S. revenue rose 7% and international revenue rose 5%, with international growth tempered by no sales to its China distributor
Net loss was $8.4 million, or $0.19 per share, versus $14.0 million, or $0.34 per share, in Q3 2025; operating expenses fell 18% to $24.9 million
Full-year 2026 revenue guidance of $90 million to $92 million was unchanged; the company expects gross margin of about 77% and operating expenses of $108 million to $109 million
Nine-month revenue was $66.2 million, down 2.5% from $67.9 million a year earlier
Rogers Corporation reported third quarter 2026 results on October 27, 2026, with net sales of $236.1 million, up 9.3% from a year earlier, and GAAP net income of $22.6 million, compared with $8.6 million in the third quarter of 2025. The company expects fourth quarter adjusted earnings per diluted share of $0.90 to $1.10 and net sales of $215 million to $225 million, which matters to shareholders because it indicates how the company expects the next quarter to compare with the prior year.
Net sales were $236.1 million, up $20.1 million or 9.3% year over year, led by electronics and communications and automotive.
GAAP diluted EPS was $1.26 versus $0.48; adjusted diluted EPS was $1.39 versus $0.90.
Fourth quarter 2026 guidance: net sales $215 million to $225 million, adjusted EPS $0.90 to $1.10, adjusted EBITDA $37 million to $43 million.
Free cash flow was $35.4 million in the third quarter, versus $21.2 million a year earlier.
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