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).
On October 28, 2026, JELD-WEN Holding announced that JELD-WEN, Inc. launched an exchange offer and consent solicitation for its $400,000,000 of 4.875% senior notes due 2027, offering new first lien senior secured notes due 2031 and up to $410.2 million of new money. The filing says the deal would remove substantially all restrictive covenants in the old notes and subordinate existing term loans to the new notes, and that the company's forward-looking statements cite risks including its ability to continue as a going concern if the transactions are not completed. For shareholders, the transaction reshapes the company's debt structure on terms that include a higher interest rate and reduced lender protections.
Early Exchange Time is 5:00 p.m. New York time on November 10, 2026; the offer expires November 27, 2026, unless extended.
Early exchange consideration is $1,000 of new notes per $1,000 of old notes for New Money Participants and $880 for all participants; non-participants in the new money offer receive $930.
New notes bear interest at 10.500% per year payable in cash, or 11.500% per year under an alternative structure with at least 9.000% payable in cash.
About 94.5% of old notes and about 72.2% of term loans are held by parties to the commitment letter that supports the transactions.
Pilgrim's Pride furnished an overview of its third-quarter 2026 results, to be referenced on its October 29, 2026 earnings call. Net revenue fell slightly year over year, while net income, EPS and adjusted EBITDA dropped sharply, with the company citing lower commodity market pricing and higher grain costs.
Q3 2026 net income was $116.3 million, versus $343.1 million in Q3 2025; EPS was $0.49, versus $1.44.
Q3 2026 net revenue was $4.65 billion, versus $4.76 billion a year earlier.
Adjusted EBITDA was $316.3 million (6.8% margin), versus $633.1 million (13.3% margin) in Q3 2025.
Nine-month 2026 net income was $231.0 million, versus $995.4 million for the same period of 2025.
Pilgrim's Pride reported third quarter 2026 results with net sales of $4.7 billion, down 2.2% from a year earlier, and GAAP EPS of $0.49 versus $1.44. The company said lower U.S. commodity cutout values and higher supply pressured chicken pricing, while Adjusted EBITDA fell 50% to $316.3 million, which matters to shareholders because core profitability declined sharply.
Net income was $116.3 million versus $343.1 million in the same quarter of 2025.
Adjusted EBITDA was $316.3 million, a 6.8% margin, versus $633.1 million and 13.3% a year earlier.
Net leverage ratio was 1.76x Adjusted EBITDA, below the company's target range of 2x to 3x.
A conference call is scheduled for October 29, 2026 at 7 a.m. MT (9 a.m. ET).
Hippo reported third-quarter 2026 revenue of $156 million, up 29% from a year earlier, and adjusted net income of $20 million, or $0.74 per diluted share. GAAP net income fell to $9 million from $98 million, which included a $95 million gain on a business sale in the prior-year quarter. The company raised its full-year 2026 adjusted net income guidance to $77 million to $80 million from $62 million to $70 million.
Q3 2026 revenue was $156 million, up from $120.6 million in Q3 2025; gross written premium rose 60.1% to $498 million.
GAAP net income was $9 million, or $0.33 per diluted share, versus $98 million in Q3 2025, which included a $95 million gain on sale of a business.
Adjusted net income was $20 million, or $0.74 per diluted share, compared with $18.3 million, or $0.70, a year earlier.
Full-year 2026 guidance: adjusted net income raised to $77 million to $80 million from $62 million to $70 million; combined ratio improved to 97% to 98% from 99% to 101%.
Forestar Group's Executive Chairman, Donald J. Tomnitz, will retire effective October 31, 2026, and CEO Anthony W. Oxley will also serve as Executive Chairman from November 1, 2026. Tomnitz will provide advisory services through September 30, 2028 under a monthly fee of $41,667, and the filing also adds director Stacey H. Dwyer and notes that Samuel R. Fuller will not stand for re-election in 2027.
Donald J. Tomnitz retires as Executive Chairman effective October 31, 2026; he had served in the role since October 2017
Anthony W. Oxley, President and CEO, becomes Executive Chairman effective November 1, 2026, a role designated by D.R. Horton, Inc.
Tomnitz's advisory agreement runs through September 30, 2028 at $41,667 per month, with his RSUs and PSUs continuing to vest
Stacey H. Dwyer joins the Board effective November 1, 2026, and Samuel R. Fuller will not be nominated for re-election at the 2027 Annual Meeting
Titan International reported third-quarter 2026 results with continuing-operations net sales of $335.2 million, down from $357.3 million a year earlier, and a net loss attributable to Titan of $42.7 million, or $0.66 per share, which included a $38.5 million loss on the sale of discontinued operations. The company also updated its fourth-quarter and full-year 2026 guidance, which includes the pending sale of its ITM undercarriage business expected to close in January 2027.
Q3 2026 continuing-operations net sales were $335.2 million, down 6.2% from $357.3 million in Q3 2025.
Net loss attributable to Titan and common shareholders was $42.7 million ($0.66 per share), compared with a $2.3 million loss a year earlier.
Adjusted EBITDA from continuing operations was $16.4 million, versus $20.3 million in the prior-year quarter.
Q4 2026 sales guidance is $410 million to $430 million; full-year 2026 sales guidance is $1.85 billion to $1.87 billion, with Adjusted EBITDA of $91 million to $101 million including ITM.
Xcel Energy reported third-quarter 2026 GAAP earnings of $960 million, or $1.52 per share, up from $524 million, or $0.88 per share, in the third quarter of 2025. The company narrowed its full-year 2026 ongoing earnings per share guidance to a range of $4.10 to $4.16 and initiated 2027 ongoing EPS guidance at $4.48 to $4.62.
Third-quarter 2026 diluted GAAP and ongoing earnings per share were $1.52, compared with GAAP earnings of $0.88 and ongoing earnings of $1.24 in Q3 2025.
Xcel Energy narrowed its 2026 ongoing earnings per share guidance to $4.10 to $4.16.
The company initiated its 2027 ongoing earnings per share guidance of $4.48 to $4.62.
Base capital expenditures for 2027 through 2031 are projected to total $70,000 million.
First Breach terminated its Joint Venture Agreement with ideaForge Technology effective October 26, 2026, ending a planned UAV manufacturing and distribution venture. The company has no further obligation to contribute capital, including the $10.0 million first tranche previously due December 31, 2026, and reports no early termination penalties. The same filing announced a successful first test flight of its Long Range Strike drone platform with Hellbender, Inc.
JV Agreement with ideaForge terminated by mutual agreement, effective October 26, 2026
Company had agreed to contribute up to $25.0 million; $10.0 million first tranche due December 31, 2026 is no longer required
No early termination penalties; mutual release of claims between the parties
October 27, 2026 press release: Long Range Strike platform completed initial test flight; prototypes targeted for Q4 2026
DBV Technologies reported a third-quarter 2026 net loss of $64.5 million, up from $33.2 million a year earlier, as research, sales, and administrative spending rose ahead of a potential U.S. launch. The filing states that substantial doubt exists about the company's ability to continue as a going concern, and that its $165.7 million in cash funds operations only into the third quarter of 2027. Shareholders should note that the company says it will need additional capital, with availability and terms uncertain.
Q3 2026 net loss was $64.5 million versus $33.2 million in Q3 2025; net loss per share was $0.14 versus $0.24.
Cash and cash equivalents were $165.7 million as of September 30, 2026, which the company says funds operations into the third quarter of 2027.
The BLA for the VIASKIN Peanut Patch in children aged 4 through 7 was submitted on September 29, 2026, with Priority Review requested; FDA's filing decision is expected in Q4 2026.
The company refreshed its $150 million ATM program and reports a $50 million gross proceeds sale of ADSs to RA Capital Management.
Markel's insurance subsidiaries entered an Adverse Development Cover Agreement with Cavello Bay Reinsurance, a wholly owned subsidiary of Enstar Group Limited, covering $4.8 billion of net reserves on a run-off global reinsurance portfolio and certain exited lines. Markel will pay a $2.4 billion reinsurance premium, settled through a transfer of assets at closing, and the deal is expected to close by the end of the fourth quarter of 2026 subject to regulatory approval. Markel's press release says the net impact on fourth quarter underwriting results is expected to be immaterial.
Subject reserves of $4.8 billion; Markel retains the first $2.6 billion of covered losses, and the reinsurer covers the next $2.3 billion.
Adverse development coverage of $1.2 billion above the $4.8 billion of reserves.
Reinsurance premium of $2.4 billion, with $500 million of transferred assets sent to the reinsurer outright and the balance placed in a trust account.
Closing expected by the end of the fourth quarter of 2026, subject to regulatory approval; the agreement covers losses paid on or after April 1, 2026.
NN, Inc. reported third-quarter 2026 net sales of $131.1 million, up 26.2% from $103.9 million a year earlier, and a GAAP net loss of $4.6 million, narrower than the $6.7 million loss in the same period of 2025. The company raised its full-year 2026 guidance, now calling for net sales of $480 million to $500 million and adjusted EBITDA of $64 million to $68 million, and said it has paid off all of its preferred stock during 2026.
Q3 2026 net sales were $131.1 million, up 26.2% from $103.9 million; loss from operations widened to $3.3 million from $2.2 million.
GAAP net loss was $4.6 million, or $(0.13) per share, versus a $6.7 million loss, or $(0.23) per share, in Q3 2025; the improvement was driven by a Brazil tax ruling gain and higher joint venture income.
Adjusted EBITDA was $18.5 million, up 49.7%, with a 14.1% margin.
2026 guidance raised: net sales of $480 million to $500 million and adjusted EBITDA of $64 million to $68 million; the company will discuss results on an October 29, 2026 call at 9 a.m. ET.
Albany International reported third-quarter 2026 net revenue of $349.5 million, up 34% from $261.4 million a year earlier, and net income attributable to the company of $41.7 million, or $1.46 per diluted share, compared with a net loss of $97.8 million in the prior-year quarter. The company also issued an outlook for the fourth quarter of 2026 with consolidated net revenue of $325 million to $335 million and adjusted EPS of $0.65 to $0.75, and the prior-year comparison was driven by a $147.3 million CH-53K loss reserve adjustment.
Q3 2026 net revenue $349.5 million, up 34% from $261.4 million in Q3 2025
Q3 2026 diluted EPS $1.46 versus a loss of $(3.37) in Q3 2025; adjusted diluted EPS $1.68
Q4 2026 outlook: consolidated net revenue $325 million to $335 million; adjusted EPS $0.65 to $0.75; effective tax rate 29.5% versus prior estimate of 31.5%
Webcast to discuss results at 9:00 a.m. Eastern Time on October 29, 2026
Antero Resources reported third quarter 2026 results on October 28, 2026, with net income of $367 million, compared with $76 million attributable to the company in the year-ago quarter. Adjusted EBITDAX rose 99% to $634 million, and Adjusted Free Cash Flow was $215 million, while the company bought back 1.6 million shares for about $56 million. Fourth quarter guidance calls for production of about 4.3 Bcfe/d and cash production expense of $2.10 to $2.20 per Mcfe.
Net income was $367 million versus $76 million attributable to Antero in Q3 2025; Adjusted Net Income was $256 million versus $48 million.
Adjusted EBITDAX was $634 million, up 99% from the prior year; cash operating costs fell to $2.05 per Mcfe from $2.44 per Mcfe.
Q4 2026 guidance: production of about 4.3 Bcfe/d and drilling and completion capital of $325 million to $350 million; 2026 D&C budget target is $1.2 billion.
Net debt was $2.78 billion at September 30, 2026, compared with $1.31 billion at September 30, 2025.
Antero Midstream reported third-quarter 2026 results with revenue of $327 million, up from $295 million a year earlier, and diluted EPS of $0.82 versus $0.24. The GAAP profit increase was driven mainly by a $377 million gain on litigation, while Adjusted Net Income rose 4% per share to $134 million. The company raised its 2026 Adjusted Free Cash Flow guidance by $370 million to reflect the litigation proceeds, and it repurchased 1.3 million shares for about $27 million during the quarter.
Net income was $393 million, or $0.82 per diluted share, versus $116 million, or $0.24, a year earlier; the $377 million litigation gain is a one-time item
Adjusted Net Income was $134 million, or $0.28 per diluted share, up 4% per share; Adjusted EBITDA was $291 million, up 3%
2026 Adjusted Free Cash Flow before dividends guidance is $1,125 million to $1,185 million, increased by $370 million
Gathering and compression volumes rose 19% and 17%, and the company repurchased 1.3 million shares for about $27 million in the quarter
Four Corners Property Trust reported third-quarter 2026 results, with rental revenue up 13.8% to $75.7 million and AFFO per diluted share up 2.9% to $0.46. Net income attributable to common shareholders was flat at $28.8 million, but diluted EPS fell to $0.26 from $0.28 a year earlier. The company also authorized a $100 million share repurchase program, its first, which matters to shareholders because it signals management views buybacks as a use of capital alongside property acquisitions.
Rental revenue rose 13.8% year over year to $75.7 million; total revenues were $83.7 million versus $74.1 million
Net income attributable to common shareholders was $28.8 million, or $0.26 per diluted share, versus $0.28 a year earlier
AFFO per diluted share was $0.46, up 2.9%; NAREIT FFO per diluted share was $0.43, up 2.4%
Board authorized a share repurchase program of up to $100 million; the company acquired 120 properties for $326.3 million in the quarter
On October 23, 2026, Milestone Pharmaceuticals received a Nasdaq notice that its common shares fell below the $1.00 minimum bid price for 30 consecutive business days. The company has until April 21, 2027 to regain compliance, and Nasdaq says the notice has no present impact on the listing, though failure to comply could lead to delisting.
Nasdaq notice dated October 23, 2026 cites Listing Rule 5450(a)(1) for the $1.00 minimum bid price.
Compliance period runs 180 calendar days, until April 21, 2027, requiring a closing bid of $1.00 or more for at least 10 consecutive business days.
If not compliant, the company may seek a transfer to the Nasdaq Capital Market, which requires a $5,000 application fee, or pursue a reverse stock split.
The filing states there can be no assurance the shares will remain listed.
BRC Group Holdings said its Merger Sub, an indirect wholly owned subsidiary, merged into B. Riley Securities Holdings, Inc. (BRSH) on October 22, 2026, under a short-form merger after owning more than 90% of BRSH's common stock. Shares not held by Merger Sub were converted into the right to receive $8.88 in cash, and BRSH restricted stock awards were replaced with BRC restricted stock awards at twice the share count. The filing also states that Andy Moore's BRSH award was replaced with a substitute award covering 374,720 BRC shares.
Short-form merger effective October 22, 2026, with BRSH surviving as the entity
Shares of BRSH common stock not held by Merger Sub converted into $8.88 cash per share, without interest
Each BRSH restricted stock award replaced by a BRC award covering two times the BRSH share count, rounded down
Andy Moore, CEO of B. Riley Securities and a BRSH director, received a substitute award for 374,720 BRC shares
Power REIT adjourned its 2026 Annual Meeting to November 10, 2026 because it had not received enough votes to approve Proposal 3, which requires a majority of all common shares outstanding. The Board has said that if the Series A Preferred Stock overhang cannot be addressed, delisting from the NYSE American and deregistration under the Exchange Act become likely, which would affect shareholders' trading liquidity and access to public reporting.
The adjourned meeting is set for November 10, 2026 at 10:30 a.m. Eastern time at 477 Madison Avenue, New York, New York.
Proposal 3 requires a majority of all common shares outstanding on the September 11, 2026 record date, so unvoted shares count as votes against.
The Board has disclosed that delisting from the NYSE American and deregistration become likely if the Series A Preferred Stock overhang is not resolved.
Benchmark Electronics reported third-quarter 2026 revenue of $811 million, up 19% from a year earlier, with diluted EPS of $0.47 on a GAAP basis (up 21%) and $0.84 on a non-GAAP basis (up 35%). The company raised its 2026 outlook, now expecting full-year revenue growth of about 16%, and gave fourth-quarter non-GAAP EPS guidance of $0.85 to $0.91, which shareholders can compare with the stronger earnings growth reported for the quarter.
Q3 2026 revenue of $811 million, up 19% year over year; the company called it record third-quarter revenue
Diluted GAAP EPS of $0.47, up 21%; diluted non-GAAP EPS of $0.84, up 35%
Full-year 2026 revenue growth now expected at about 16%, above the $3 billion annual level set last quarter
Q4 2026 guidance: revenue of $815 million to $855 million; GAAP EPS of $0.58 to $0.64; non-GAAP EPS of $0.85 to $0.91
Geron Corporation said it will discontinue the Phase 3 IMpactMF trial of imetelstat in JAK inhibitor relapsed or refractory myelofibrosis, following a recommendation from the independent Data Monitoring Committee that the trial was unlikely to meet its primary overall survival endpoint. The company reported no new safety signals that change the known safety profile of imetelstat, and it will analyze the data before sharing findings at a future date.
The independent Data Monitoring Committee advised that the trial was unlikely to meet its primary overall survival endpoint.
The trial evaluated 327 patients with intermediate-2 or high-risk myelofibrosis who were relapsed or refractory to a JAK inhibitor.
No new safety signals were observed that change the known safety profile of imetelstat.
Geron says it will keep growing RYTELO demand in the U.S. and broaden access to eligible LR-MDS patients outside the U.S.
The 40-day go-shop period for Mistras Group's proposed all-cash sale to H.I.G. Capital affiliates expired at 11:59 p.m. ET on October 27, 2026, with no alternative acquisition proposals received. Shareholders will vote at a special meeting on November 24, 2026, and the deal is expected to close in late 2026 or early 2027, subject to stockholder approval and regulatory approvals.
Go-shop expired 11:59 p.m. ET on October 27, 2026; no alternative proposals were received before expiration
Financial advisor Robert W. Baird contacted or was contacted by 122 third parties, and 40 signed confidentiality agreements
All-cash price of $20.35 per share, an enterprise value of about $866 million including debt, a premium of about 8% and 13% to 30- and 90-day VWAP
Special meeting of stockholders to be held virtually on November 24, 2026; closing expected late 2026 or early 2027
Darling Ingredients reported third-quarter 2026 net income attributable to Darling of $267.0 million, or $1.67 per diluted share, compared with $19.4 million, or $0.12, a year earlier. Total net sales rose to $1.8 billion from $1.6 billion, and the company reaffirmed its fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion. The company also said it expects to end 2026 with net debt at or below $3.0 billion.
Net income attributable to Darling was $267.0 million, or $1.67 per GAAP diluted share, for Q3 2026, versus $19.4 million, or $0.12, for Q3 2025.
Total net sales were $1.8 billion versus $1.6 billion; Combined Adjusted EBITDA was $514.3 million versus $244.9 million.
Fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion was reaffirmed; net debt is expected to be at or below $3.0 billion at year-end.
The company reduced net debt by about $420 million and repurchased $75.9 million of common stock in the third quarter.
Service Corporation International reported third-quarter 2026 GAAP diluted earnings per share of $1.03, up from $0.83, and revenue of $1,107.3 million, up $49.2 million from a year earlier. It also updated its full-year 2026 adjusted EPS outlook to $3.94 to $4.04, citing lower funeral volumes than it originally anticipated and higher healthcare, selling and marketing costs that it expects to continue into the fourth quarter.
GAAP diluted EPS was $1.03 versus $0.83; adjusted EPS was $0.97 versus $0.87, up 11%, with the quarter including $11.2 million of net gains on divestitures and impairments.
Revenue was $1,107.3 million versus $1,058.1 million, an increase of 5%.
Fourth-quarter 2026 adjusted EPS is expected at $1.10 to $1.20; full-year adjusted EPS is now expected at $3.94 to $4.04.
Full-year adjusted operating cash flow guidance midpoint of $1,085 million was maintained; $464 million was returned to shareholders year to date through dividends and share repurchases.
TransCode Therapeutics said its board has started a formal strategic process to evaluate options to maximize the value of the company and its oncology portfolio, including lead candidate TTX-MC138, and has retained Tungsten Advisors as exclusive strategic financial advisor. The filing states there is no assurance the process will produce any transaction, and the company does not plan updates unless the board approves a specific transaction or disclosure is otherwise required.
Board initiated the formal strategic process; announced October 28, 2026
Options listed include licensing or sale of individual assets, partnerships, portfolio transactions and business combinations
Tungsten Advisors engaged as exclusive strategic financial advisor
No updates planned unless a specific transaction is approved or disclosure is required
LENZ Therapeutics reported third-quarter 2026 product sales of $2.6 million, up about 50% from the prior quarter, but total revenue fell from $12.5 million a year earlier to $3.4 million and the net loss widened to $31.0 million. The board also approved a reorganization that cuts headcount about 75% to roughly 40 employees, with about $5 million in charges expected in the fourth quarter, and CEO Eef Schimmelpennink will be succeeded by CFO Dan Chevallard as interim CEO effective December 1, 2026.
Q3 2026 product sales were $2.6 million, up about 50% from Q2 2026; total revenue was $3.4 million versus $12.5 million in Q3 2025
Net loss was $31.0 million, or $0.99 per share, versus $16.7 million, or $0.59 per share, a year earlier
Reorganization reduces headcount about 75% to about 40 full-time employees, with approximately $5 million in non-recurring charges mostly in Q4 2026
Schimmelpennink steps down as President and CEO effective December 1, 2026; Chevallard becomes interim CEO with a $650,000 base salary
WEX reported third-quarter 2026 results on October 28, 2026, with revenue of $780.1 million, up 12.8%, and both GAAP and adjusted diluted earnings per share higher than a year earlier. The company raised its full-year 2026 revenue and adjusted earnings per share guidance and repurchased about $200 million of shares in the quarter. Operating cash flow was negative $11.2 million in the quarter, compared with $376.6 million provided a year earlier, which shareholders may weigh against the higher earnings.
Q3 2026 revenue of $780.1 million rose 12.8%; GAAP diluted EPS of $3.88 rose 68.7% and adjusted diluted EPS of $6.13 rose 33.6%.
Full-year 2026 adjusted EPS guidance was raised to $21.28 to $21.48 from $19.68 to $20.08; revenue guidance was raised to $2.97 billion to $2.99 billion from $2.86 billion to $2.90 billion.
Net cash used for operating activities was $11.2 million in Q3 2026, compared with $376.6 million provided in Q3 2025.
Share repurchases were about $200 million in Q3 2026, with an additional $75 million through October 26.
O'Reilly Automotive reported third quarter 2026 sales of $5.12 billion and diluted earnings per share of $0.97, representing a 9% increase in total sales and a 14% increase in earnings per share compared to the same period in 2025. Driven by strong performance and tariff refunds, the company raised its full-year 2026 guidance for comparable store sales, gross margin, and operating profit.
Third quarter sales increased 9% to $5.12 billion, with comparable store sales growing by 7.2%.
Diluted earnings per share for the third quarter rose 14% to $0.97, bolstered by a $39 million tariff refund benefit.
Full-year 2026 comparable store sales guidance was raised to a range of 5.5% to 6.5%.
American Water reported third-quarter 2026 adjusted EPS of $2.00, up from $1.89 a year earlier, while GAAP EPS was flat at $1.94. The company narrowed its 2026 adjusted EPS guidance to the top half of its range and initiated 2027 standalone adjusted EPS guidance of $6.53 to $6.63, which it said reflects 8% growth at the midpoint.
Q3 2026 operating revenues were $1,510 million, up from $1,451 million in Q3 2025; net income attributable to shareholders was $387 million, up from $379 million.
Q3 2026 GAAP EPS was $1.94, flat with 2025; adjusted EPS was $2.00 vs. $1.89.
2026 adjusted EPS guidance narrowed to $6.07 to $6.12 from $6.02 to $6.12.
Company expects to close the proposed merger with Essential Utilities by the end of Q1 2027; three states have approved it.
Community Health Systems reported a third-quarter 2026 net loss attributable to stockholders of $86 million, or $(0.63) per share, compared with net income of $130 million, or $0.96 per share, a year earlier. Net operating revenues fell 10.7% to $2.757 billion, which the company attributed in part to divestitures, and the company issued updated 2026 annual earnings guidance. CEO Kevin Hammons said payor mix and acuity did not develop as expected and negatively affected third-quarter results and expectations for the rest of the year, so shareholders face weaker near-term profitability. The guidance figures are not in the text provided.
Q3 net operating revenues $2.757 billion, down 10.7% from $3.087 billion; same-store net operating revenues up 3.8%
Q3 net loss attributable to stockholders $(86) million, or $(0.63) per share, versus net income of $130 million, or $0.96 per share, in Q3 2025
Adjusted EBITDA $280 million versus $376 million a year earlier; net cash from operations $155 million versus $70 million
Updated 2026 annual earnings guidance is in the press release on pages 16 and 17; the figures are not included in the text provided
Zillow Group entered a settlement agreement on October 27, 2026, to resolve the consolidated securities class action Jaeger v. Zillow Group, Inc. The company will pay $212.5 million in cash into an escrow fund within 20 business days after preliminary court approval, with about $48 million expected to come from insurance proceeds. The settlement is subject to court approval and does not affect the related shareholder derivative actions, which remain pending.
Settlement payment totals $212.5 million, with about $48 million expected from insurance proceeds
Payment due within 20 business days after the court preliminarily approves the settlement
Class covers stock purchases from August 5, 2021, to November 2, 2021; agreement includes no admission of liability
Related shareholder derivative actions remain pending and are not resolved by this settlement
Azora Therapeutics, formerly Adial Pharmaceuticals, appointed Matthew Davidson, Ph.D. as President and Chief Executive Officer effective October 28, 2026, succeeding Cary J. Claiborne, whose employment was terminated. The board also appointed Celia Economides as Chief Financial Officer, succeeding Vinay Shah, and Julie Saiki, Ph.D. as Chief Strategy Officer. Stockholders approved increasing authorized common stock from 100,000,000 to 500,000,000 shares and the name change, with the new ticker AZR expected to begin trading October 29, 2026.
Matthew Davidson, Ph.D. appointed President and CEO effective October 28, 2026; Cary J. Claiborne's employment terminated, subject to a release for severance.
Celia Economides appointed CFO, succeeding Vinay Shah, whose employment was terminated effective October 28, 2026.
Authorized common stock increases from 100,000,000 to 500,000,000 shares; the amendment takes effect 12:01 AM Eastern on October 29, 2026.
Stockholders approved issuance of up to 23,561,896 shares on exercise of milestone pre-funded and incentive warrants, among other proposals.
Princeton Bancorp reported third-quarter 2026 net income of $1.0 million, or $0.15 per diluted share, down from $7.1 million, or $1.04, in the second quarter and $6.5 million, or $0.95, a year earlier. The drop was driven mainly by a $7.6 million provision for credit losses, including charge-offs of two commercial real estate loans, plus a $900 thousand asset write-down tied to a future retail consolidation. Nine-month net income rose to $14.3 million, or $2.10 per diluted share, from $12.5 million, or $1.82, in the prior-year period, and the quarterly dividend was raised by $0.05, or 14.2%.
Q3 2026 net income of $1.0 million, or $0.15 per diluted share, versus $7.1 million, or $1.04, in Q2 2026
Provision for credit losses of $7.6 million in Q3 2026, mainly from the charge-off of two commercial real estate loans
Nine-month 2026 net income of $14.3 million, or $2.10 per diluted share, versus $12.5 million, or $1.82, a year earlier
Quarterly dividend increased by $0.05, or 14.2%; total assets were $2.31 billion at September 30, 2026
Encompass Health reported third-quarter 2026 net operating revenue of $1.6 billion, up 8.9% from a year earlier, and diluted earnings per share from continuing operations of $1.51, up from $1.24. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and adjusted earnings per share, which gives shareholders a higher expected range for the year.
Q3 2026 net operating revenue was $1,609.5 million, up 8.9% from $1,477.5 million; Adjusted EBITDA was $346.6 million, up 15.5%.
Diluted EPS from continuing operations was $1.51 versus $1.24; adjusted EPS was $1.52 versus $1.23.
2026 adjusted EPS guidance rose to $6.23 to $6.37 from $6.02 to $6.25; Adjusted EBITDA guidance rose to $1,395 million to $1,415 million from $1,365 million to $1,395 million.
Management will discuss the results on an earnings call at 10:00 a.m. Eastern Time on Thursday, October 29, 2026.
KKR Real Estate Finance Trust reported a third-quarter 2026 net loss attributable to common stockholders of $6.4 million, or $0.11 per diluted share, down from a $121.8 million loss in the second quarter but a swing from $8.1 million of net income a year earlier. Distributable loss widened to $152.0 million, or $2.64 per share, mainly due to a $155.9 million realized loss on loan write-offs, and book value fell to $10.14 per share.
Q3 2026 net loss attributable to common stockholders was $6.4 million ($0.11 per diluted share), versus a $121.8 million loss ($1.95 per share) in Q2 2026.
Distributable loss was $152.0 million ($2.64 per share), compared with a $36.4 million loss ($0.58 per share) in Q2 2026, driven by a $155.9 million realized loss on loan write-offs.
Liquidity was $853.5 million as of September 30, 2026, and common book value was $582.5 million, or $10.14 per share.
Q3 2026 dividend was $0.10 per share; the company also cited $1.5 million of strategic review expenses during the quarter.
On October 28, 2026, the European Commission closed its preliminary review of AES's pending merger with Horizon Parent, L.P. under the EU Foreign Subsidies Regulation. The clearance is one condition to closing, which still requires certain additional regulatory approvals and customary closing conditions.
European Commission closed its preliminary review on October 28, 2026 under Article 10(4) of Regulation (EU) 2022/2560
The EU Foreign Subsidies Regulation approval is a condition to closing, but the merger remains subject to other regulatory approvals
After closing, AES would be jointly owned by investment vehicles affiliated with Global Infrastructure Management, LLC and the EQT Infrastructure VI fund, among other investors
Aurora reported third-quarter 2026 revenue of $3 million, up from $1 million a year earlier, while its net loss grew to $234 million from $201 million. The company now expects 2026 revenue of about $9 million because its truck production ramp is about six weeks behind its prior plan, which affects the timing of its revenue growth.
Q3 2026 revenue $3 million vs. $1 million in Q3 2025; net loss $234 million vs. $201 million; loss per share $0.12 vs. $0.11
Company now expects 2026 revenue of approximately $9 million, citing a production ramp about six weeks behind its prior plan
Operating cash use about $170 million in Q3 2026; expects cash use of about $250 million in Q4 2026; over $1 billion in cash and short-term investments at quarter end
Adamas Trust reported a third-quarter 2026 GAAP net loss attributable to the company of $159.1 million, or $1.89 per basic share, as book value per share fell 21.9% to $7.93, which management said was primarily driven by lower valuations of Agency mortgage securities amid rising rates and volatility. Earnings available for distribution rose 25% year over year to $0.30 per share, and the company declared a $0.30 common dividend, up 11.1% from the prior quarter. The mixed results matter to shareholders because the GAAP loss and falling book value weigh against higher distributable earnings and a larger dividend.
GAAP basic loss per share of $1.89; net loss attributable to the company of $159.1 million for the quarter
Earnings available for distribution of $0.30 per share, up 25% year over year; quarterly economic return of (19.00)%
Book value per share of $7.93, down 21.9% quarter over quarter; adjusted book value per share of $8.88, down 19.6%
Common stock dividend raised to $0.30 per share, an 11.1% increase quarter over quarter
Flowserve reported third-quarter 2026 sales of $1.24 billion, up 5.4% as reported but down 1.2% organically, and adjusted EPS of $1.07, up 18.9% from a year earlier. The company raised the low end of its full-year adjusted EPS guidance to $4.10 to $4.20 but lowered its full-year organic sales growth outlook to down 2.5% to down 1.5%, citing Middle East conditions.
Q3 reported EPS was $0.81 versus $1.67 a year earlier; the prior-year figure included a $266 million Chart Industries merger termination fee.
Q3 adjusted EPS of $1.07 compared with $0.90 a year earlier; adjusted operating margin was 16.5%, up 170 basis points.
Full-year 2026 adjusted EPS guidance low end raised from $4.05 to $4.10; range is now $4.10 to $4.20.
Full-year 2026 organic sales guidance cut to down 2.5% to down 1.5% from approximately down 1%; backlog was $3.5 billion, up 20% year over year.
Century Communities reported third-quarter 2026 results on October 28, 2026, with net income of $12.6 million, or $0.44 per diluted share, down from $37.4 million, or $1.25, a year earlier, and total revenues of $864.5 million, down from $980.3 million. The company now expects 2026 home deliveries of 9,350 to 9,650 and home sales revenues of $3.3 billion to $3.4 billion, which it attributed to the impact of increased mortgage rates on orders and deliveries. Shareholders face weaker profit and a lower volume outlook, partly offset by a record community count and record book value per share.
Q3 net income $12.6 million ($0.44 diluted EPS) vs. $37.4 million ($1.25) a year earlier; adjusted diluted EPS $1.01 vs. $1.52
Total revenues $864.5 million vs. $980.3 million; deliveries 2,442 homes vs. 2,486
Updated 2026 outlook: 9,350 to 9,650 home deliveries and $3.3 billion to $3.4 billion in home sales revenues, citing higher mortgage rates
Acquired HistoryMaker Homes assets on October 7, 2026; community count a record 343 and book value per share a record $90.61
Effective October 29, 2026, Q2 Holdings named CFO Jonathan Price co-CEO alongside Matthew Flake, who remains president and chairman, and appointed Price to a board expanded from seven to eight members. Price will also keep the CFO role during the company's search for a new CFO, and his pay and severance terms were revised as part of the change.
Effective October 29, 2026, Price becomes co-CEO alongside Flake; the board increases from seven to eight members.
Price's annual base salary rises to $520,000, and he receives an RSU grant valued at $3 million vesting over four years.
Price remains chief financial officer during the search for a new CFO, with no date for that search given in the filing.
Severance is set at 200% of base salary plus a pro-rata bonus, or 250% as a lump sum if terminated within 60 days before to 24 months after a change in control.
Amrize reported third-quarter 2026 revenue of $3,771 million, up 2.2%, and net income of $558 million, up 3.3%, with diluted EPS of $1.02 versus $0.98. It also updated full-year 2026 guidance to revenue of $12.2 billion to $12.4 billion and Adjusted EBITDA of $2.95 billion to $3.05 billion, citing cost inflation and elevated interest rates, and said it completed a $1 billion share repurchase program.
Q3 2026 revenue $3,771 million (up 2.2%); Adjusted EBITDA $1,076 million (up 0.2%); Adjusted diluted EPS $1.05, flat year over year
Updated FY 2026 guidance: revenues $12.2 billion to $12.4 billion; Adjusted EBITDA $2.95 billion to $3.05 billion
Building Envelope Segment Adjusted EBITDA fell 14.6% to $182 million; Building Envelope price-cost positivity now expected in 2027
Completed $1 billion share repurchase program on October 28, 2026; $0.11 per share Q3 dividend payable November 18, 2026
Sterling Infrastructure reported third quarter 2026 revenue of $1.56 billion, up 127% from a year earlier, and net income of $214.9 million, or $6.92 per diluted share, up 133%. The company raised its full year 2026 guidance, with revenue now expected at $4.63 billion to $4.73 billion and diluted EPS at $19.16 to $19.42.
Q3 2026 revenue of $1.56 billion, up 127%; E-Infrastructure Solutions revenue of $1.30 billion, up 212%
Q3 net income of $214.9 million, or $6.92 per diluted share, versus $2.97 a year earlier; adjusted diluted EPS of $7.58
Transportation Solutions revenue fell 3.1% and Building Solutions revenue fell 5.4% in the quarter
Full year 2026 guidance: revenue of $4.63 billion to $4.73 billion and diluted EPS of $19.16 to $19.42; conference call on October 29, 2026 at 9:00 a.m. ET
VICI Properties reported third-quarter 2026 revenue up 5.8% to $1.1 billion and AFFO up 7.5% to $685.2 million, and raised its full-year 2026 AFFO guidance. GAAP net income fell 55.1%, which the company attributes to a $478.2 million year-over-year change in its CECL credit loss allowance, a non-cash item. Shareholders see stronger operating cash-based earnings alongside a sharp drop in reported net income.
Net income attributable to common stockholders was $342.5 million, or $0.31 per share, down from $762.0 million, or $0.71 per share, a year earlier, driven by a $478.2 million change in the CECL allowance.
AFFO attributable to common stockholders rose 7.5% to $685.2 million, or $0.62 per share, from $0.60 a year earlier.
Full-year 2026 AFFO guidance was raised to $2,695 million to $2,705 million, or $2.47 to $2.48 per diluted share, from $2.45 to $2.47.
The board declared a $0.46 quarterly dividend, up 2.2%, and on October 27, 2026 authorized a share repurchase program of up to $2.0 billion.
Q2 Holdings reported third-quarter 2026 revenue of $225.8 million, up 12% from a year earlier, and GAAP net income of $33.2 million, up from $15.0 million. The company raised its full-year 2026 revenue and adjusted EBITDA guidance and said Jonathan Price will become Co-CEO on October 29, 2026.
Q3 2026 revenue of $225.8 million, up 12% year over year; GAAP net income of $33.2 million versus $15.0 million a year earlier
Q3 adjusted EBITDA of $67.8 million, up from $48.8 million in the prior-year quarter
Full-year 2026 guidance raised: revenue of $888.0 million to $892.0 million and adjusted EBITDA of $253.0 million to $256.0 million
Jonathan Price appointed Co-CEO effective October 29, 2026, alongside Matt Flake, and remains CFO while a successor is sought
EPR Properties reported third-quarter 2026 total revenue of $204.1 million, up 12.0% from a year earlier, and net income available to common shareholders of $94.1 million, up 55.5%. The company raised its 2026 FFOAA per diluted share guidance to $5.49 to $5.57 from $5.41 to $5.57, and raised its investment spending guidance to $675.0 million to $725.0 million from $600.0 million to $700.0 million.
Q3 2026 diluted net income per share was $1.22, versus $0.79 in Q3 2025; FFOAA per diluted share was $1.49, up 8.8%.
Nine-month 2026 total revenue was $581.4 million, up 8.6%, and nine-month net income available to common shareholders was $211.8 million, up 11.5%.
Q3 2026 investment spending was $172.4 million, bringing nine-month spending to $664.5 million.
A new $1.6 billion credit agreement took effect on July 17, 2026, and a $600.0 million term loan was fully drawn as of September 30, 2026.
Mid-America Apartment Communities (MAA) reported third-quarter 2026 results, with diluted earnings per share of $0.72 versus $0.84 a year earlier and diluted Core FFO per share of $2.10 versus $2.16. The company lowered its full-year 2026 guidance, with the earnings per share midpoint falling to $3.67 from $4.08 and the Core FFO midpoint to $8.49 from $8.53, citing higher interest rates and new resident pricing improving about a quarter later than expected.
Q3 2026 diluted EPS $0.72 vs. $0.84 in Q3 2025; nine-month diluted EPS $2.82 vs. $3.30
Full-year 2026 diluted EPS guidance updated to $3.61 to $3.73 from $3.96 to $4.20; Core FFO per share updated to $8.43 to $8.55 from $8.41 to $8.65
Same Store NOI declined 1.8% in Q3 2026 and 1.4% for the nine months; Same Store effective blended lease rate growth was 0.4%
October 2026 new resident lease pricing improved from September, the first year-over-year improvement in new resident lease pricing this year, per the company
ServiceNow reported third-quarter 2026 financial results, posting subscription revenues of $3,988 million and total revenues of $4,106 million. The company beat the high end of its guidance across Q3 topline and profitability metrics and raised its full-year subscription revenues and free cash flow margin outlook.
Q3 2026 subscription revenues reached $3,988 million, up 21% year-over-year.
Current remaining performance obligations were $13.65 billion as of Q3 2026, representing 20.5% year-over-year growth.
The company raised its AI annual contract value target for 2026 to $1.7 billion.
Full-year free cash flow margin target was raised by 100 basis points to 36%.
FedEx reported its third quarter financial results for the period ended September 30, 2026, showing revenue of $22.9 billion and diluted earnings per share of $1.21 on a GAAP basis. The company completed $2.0 billion in share repurchases and raised its full-year calendar 2026 revenue and adjusted earnings per share outlook. Additionally, FedEx completed the sale of FedEx Supply Chain to CMA CGM Group for approximately $1.4 billion.
Revenue reached $22.9 billion for the quarter ended September 30, 2026, compared to $20.4 billion in the prior-year period.
FedEx completed $2.0 billion of share repurchases and raised its calendar 2026 adjusted diluted EPS forecast to $18.00 to $18.60.
The sale of FedEx Supply Chain to CMA CGM Group was completed on October 1, 2026, for approximately $1.4 billion.
Parcel shipping rates are scheduled to increase by an average of 5.9% effective January 4, 2027.
Equinix reported third-quarter 2026 revenues of $2.571 billion and net income of $489 million, alongside record annualized gross bookings of $533 million. Driven by robust demand for traditional and AI workloads, the company raised its full-year 2026 guidance for the third consecutive quarter, signaling continued momentum for shareholders.
Q3 2026 revenues reached $2.571 billion, representing an 11% increase year over year.
Delivered record annualized gross bookings of $533 million, up 35% year over year.
Raised full-year 2026 revenue guidance to between $10.325 and $10.365 billion.
Reported Q3 net income attributable to common stockholders of $489 million, or $4.93 per diluted share.
Kirby reported third-quarter 2026 net earnings attributable to Kirby of $110.8 million, or $2.09 per diluted share, up from $1.65 a year earlier, on revenue of $977.2 million versus $871.2 million. The company narrowed its full-year 2026 EPS growth guidance to 10% to 15% and said it expects results toward the upper end of that range, while also agreeing to buy inland marine assets for $115 million.
Q3 2026 diluted EPS of $2.09 versus $1.65 in Q3 2025; net earnings attributable to Kirby of $110.8 million versus $92.5 million
Total revenues of $977.2 million versus $871.2 million; marine transportation revenues of $568.7 million and distribution and services revenues of $408.5 million
Agreement to acquire inland marine assets for $115 million, expected to close in Q4 2026 subject to customary conditions
Kirby repurchased $112 million of shares in Q3 2026; free cash flow was $74.0 million versus $160.3 million a year earlier
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.