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).
Ares Management reported third-quarter 2026 results, with GAAP net income attributable to the company down sharply from a year earlier while its fee-based and realized measures grew. The company also declared a $1.35 per share quarterly dividend, and its CFO said Ares expects to meet or exceed its key 2026 financial objectives.
GAAP net income attributable to Ares Management was $85.3 million, or $0.21 per share, versus $288.9 million, or $1.15 per share, a year earlier.
After-tax Realized Income rose 6% to $449.6 million, or $1.26 per share, and Fee Related Earnings rose 11% to $524.2 million.
Ares raised more than $31 billion in gross capital commitments and said it continues to expect another record fundraising year.
Quarterly dividend of $1.35 per share is payable December 31, 2026, to holders of record on December 17, 2026.
Cactus, Inc. (NYSE: WHD) reported third quarter 2026 revenue of $430.9 million, down from $449.5 million in the second quarter but up from $264.0 million a year earlier. Net income rose to $74.1 million and diluted earnings per Class A share were $0.87, compared with $0.60 a year earlier, and the company expects fourth quarter consolidated revenue to modestly increase.
Q3 2026 revenue $430.9 million vs. $449.5 million in Q2 2026 and $264.0 million in Q3 2025
Net income $74.1 million; diluted EPS $0.87; adjusted diluted EPS $0.96 vs. $0.93 in Q2 2026
Cash of $354.2 million and no bank debt as of September 30, 2026; quarterly dividend of $0.15 per Class A share payable December 17, 2026
Board approved a Middle East Spoolable Technologies manufacturing facility, expected to commence operations in 2029
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
Enerpac Tool Group reported fourth-quarter and full-year fiscal 2026 results and introduced fiscal 2027 guidance. Net sales rose on both a quarterly and annual basis, but GAAP net earnings declined, while adjusted diluted EPS increased for the full year. The guidance includes about 10 months of the SFE Group acquisition, which the company completed on October 28, 2026.
Q4 net sales were $185.7 million, up from $167.5 million (11%), with organic growth of 10%.
Q4 net earnings were $24.4 million ($0.47 diluted EPS) versus $28.1 million ($0.52) a year earlier; adjusted diluted EPS was $0.53 versus $0.52.
Full-year net sales were $652.3 million, up 6%, while full-year net earnings were $89.7 million versus $92.7 million; adjusted diluted EPS was $1.87 versus $1.81.
Fiscal 2027 guidance: net sales of $825 million to $845 million, adjusted EBITDA of $195 million to $205 million, and adjusted diluted EPS of $2.00 to $2.15.
The Hanover Insurance Group reported third-quarter 2026 results, with net income of $172.6 million, or $4.86 per diluted share, down from $178.7 million, or $4.90, a year earlier. Operating income fell to $183.1 million from $185.6 million, but operating EPS rose to $5.15 from $5.09 because the share count declined, and the combined ratio worsened to 92.3% from 91.1% on higher catastrophe losses.
Net income of $172.6 million, or $4.86 per diluted share, versus $178.7 million, or $4.90, in the prior-year quarter
Operating income of $183.1 million, or $5.15 per diluted share, versus $185.6 million, or $5.09
Combined ratio of 92.3% versus 91.1%, with catastrophe losses of $109.7 million, or 6.8 points
Repurchased approximately $86 million of stock in the quarter, totaling $263 million year-to-date through October 26, 2026
Quad/Graphics reported third-quarter 2026 net sales of $587 million, roughly flat from $588 million a year earlier, while GAAP net earnings fell to $6 million from $10 million, mainly due to higher restructuring, impairment and transaction-related charges. The company narrowed its full-year Adjusted EBITDA range to $185 million to $195 million and improved its Adjusted Annual Net Sales Change range to a 1% to 3% decline from a 1% to 5% decline, which matters to shareholders because it signals a smaller expected sales drop, though profit guidance is narrower and its midpoint is lower than before.
Q3 2026 net sales were $587 million versus $588 million in Q3 2025; GAAP diluted EPS was $0.11 versus $0.21.
Adjusted diluted EPS rose 13% to $0.35 from $0.31, while Adjusted EBITDA was $51 million versus $53 million.
Updated 2026 guidance: Adjusted Annual Net Sales Change of a 1% to 3% decline (was 1% to 5%); Adjusted EBITDA of $185 million to $195 million (was $175 million to $215 million).
Year-to-date shareholder returns were $23 million, including $15 million of dividends; the next $0.10 quarterly dividend is payable December 4, 2026.
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
AXIS Capital reported third quarter 2026 net income available to common shareholders of $202 million, or $2.75 per diluted share, down 32% from the prior year quarter. Gross premiums written rose 11% to $2.4 billion, but the combined ratio rose to 94.0% from 89.4%, and underwriting income fell 29% to $134 million, which weighs on shareholder earnings.
Net income available to common shareholders was $202 million, down $92 million, or 32%; operating income was $229 million, or $3.12 per diluted share, down 10%
Underwriting income was $134 million, down $55 million, or 29%; the combined ratio was 94.0% versus 89.4% a year earlier
Gross premiums written rose 11% to $2.4 billion; catastrophe and weather-related losses were $75 million in the quarter
Book value per diluted share was $79.06 at September 30, 2026; the company returned $141 million to common shareholders, including $109 million of share repurchases
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.
UFP Industries filed an investor relations presentation under Regulation FD, posted to its investor website, with results through September 26, 2026. The Q3 2026 figures show net sales up from the prior-year quarter while adjusted EBITDA declined, and the presentation reiterates a $198 million share repurchase authorization remaining as of October 28, 2026.
Q3 2026 net sales were $1,733 million, compared with $1,560 million in Q3 2025.
Q3 2026 adjusted EBITDA was $119 million, compared with $140 million in Q3 2025.
Trailing twelve-month net sales were $6.4 billion and adjusted EBITDA was $492.3 million as of Q3 2026.
Share repurchase authorization had $198 million remaining as of October 28, 2026, and expires April 30, 2027.
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
Industrial Logistics Properties Trust (ILPT) reported third quarter 2026 results for the quarter ended September 30, 2026. Rental income rose to $116.8 million and normalized FFO attributable to common shareholders rose 42.4% year over year, but the net loss attributable to common shareholders widened to $30.2 million, or $0.46 per share, from $21.6 million, or $0.33 per share, a year earlier. The filing also updated full-year 2026 guidance to include incentive management fees, which were $1.9 million in the quarter.
Net loss attributable to common shareholders was $30.2 million, or $0.46 per share, versus $21.6 million, or $0.33 per share, in Q3 2025.
Normalized FFO attributable to common shareholders was $21.3 million, or $0.32 per share, up 42.4% year over year and below the $23.0 million midpoint of previous guidance, which excluded $1.9 million of incentive management fees.
Rental income was $116.8 million, compared with $110.9 million a year earlier.
Full-year 2026 normalized FFO per diluted share is guided to $1.23 to $1.25; the quarterly distribution is $0.10 per share, payable on or about November 12, 2026.
Core Laboratories reported third quarter 2026 revenue of $132.1 million, up 6% from the prior quarter but down 2% from a year earlier, with GAAP diluted EPS of $0.12 versus $0.31 in the third quarter of 2025. The company expects fourth quarter revenue of $128.5 million to $134.5 million, roughly flat sequentially, and the Board approved a $0.01 per share quarterly dividend. Profit is well below last year's level, and the outlook points to little change in near-term revenue.
Q3 2026 revenue of $132.1 million, up 6% from Q2 2026 and down 2% from $134.5 million in Q3 2025
GAAP diluted EPS of $0.12 versus $0.31 a year earlier; EPS excluding items of $0.16, down 27% year over year
Q4 2026 revenue guidance of $128.5 million to $134.5 million, relatively flat sequentially; Q4 EPS expected at $0.12 to $0.20
Quarterly dividend of $0.01 per share, record date November 9, 2026, payable November 30, 2026
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.
Employers Holdings reported third quarter 2026 net income of $11.6 million, or $0.64 per diluted share, compared with a net loss of $8.3 million in the year-earlier quarter, which included about $38.0 million of prior-period reserve strengthening. Gross premiums written fell 18% to $151.1 million as the company prioritized pricing discipline over volume, and its Board declared a $0.34 quarterly dividend.
Net income of $11.6 million ($0.64 per diluted share) versus a net loss of $8.3 million ($0.36 per diluted share) a year earlier
Gross premiums written of $151.1 million, down 18%; net premiums earned of $160.2 million, down 17%
Book value per share including the Deferred Gain was $49.44, up 2.1% year over year but down 5.3% from the prior quarter
Quarterly dividend of $0.34 per share payable December 3, 2026, to holders of record as of November 12, 2026
Everest reported third quarter 2026 net income of $233 million, or $6.12 per diluted share, compared with $255 million, or $6.09, a year earlier. The results included $268 million of unfavorable prior-year reserve development and a pre-tax underwriting loss of $223 million for the group, while the company repurchased $474 million of common shares during the quarter.
Net income of $233 million ($6.12 per diluted share) vs. $255 million ($6.09) in Q3 2025
Net operating income of $290 million ($7.62 per diluted share) vs. $316 million ($7.54) in Q3 2025
Group combined ratio affected by $268 million of unfavorable prior-year reserve development; Core businesses combined ratio was 105.8%
Common share repurchases of $474 million in the quarter; book value per share was $381.04 at September 30, 2026
On October 22, 2026, GridAI Technologies agreed to sell pre-funded warrants and common warrants, each covering up to 462,365 shares of common stock, for gross proceeds of approximately $2.15 million, and issued them on October 26, 2026 in a private placement. The filing says the warrants could increase the number of shares outstanding if exercised, which matters to shareholders because it can dilute existing holdings, though the company will receive cash proceeds now.
Each pre-funded warrant plus one common warrant was priced at a combined US$4.65.
Pre-funded warrants have an exercise price of $0.0001 per share and no expiration date.
Common warrants have an exercise price of US$4.525 per share and expire five years after the earlier of the registration statement's effective date or the date the shares can be resold under Rule 144.
The company plans to use net proceeds for general corporate purposes, which may include acquisitions, debt repayment and working capital.
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.
MGM Resorts reported third-quarter 2026 results for the quarter ended September 30, 2026. Revenue fell 1% to $4.2 billion and Consolidated Adjusted EBITDA fell to $403 million from $506 million, while the net loss attributable to MGM Resorts narrowed to $17 million from $285 million. The CFO said an amended voting agreement announced the same day supports pursuing value-creating share repurchases, though the filing gives no repurchase amount.
Consolidated revenue of $4.2 billion, down 1% from the prior year quarter
Net loss attributable to MGM Resorts of $17 million, versus $285 million a year earlier; diluted loss per share of $0.07 versus $1.05
Adjusted EPS of $(0.11) versus $0.24 a year earlier; Consolidated Adjusted EBITDA of $403 million versus $506 million
Las Vegas Strip Resorts Segment Adjusted EBITDAR of $531 million, down 12%; MGM China revenue up 5% to $1.1 billion
Colony Bankcorp reported third quarter 2026 net income of $10.5 million, or $0.50 per diluted share, down from $10.9 million, or $0.51, in the second quarter but up from $5.8 million, or $0.33, a year earlier. The company also agreed to sell and lease back three branch properties for an aggregate gross purchase price of $19.9 million, with two sales closed and the third pending. The company estimates a pre-tax gain of about $15 million from the sale-leaseback, expected to be offset by realized losses from a planned securities portfolio repositioning, and its parent guaranteed the lease obligations.
Third quarter 2026 net income was $10.5 million, or $0.50 per diluted share, versus $10.9 million, or $0.51, in the second quarter of 2026 and $5.8 million, or $0.33, in the third quarter of 2025
Two branch sales in Manchester and Thomaston, Georgia closed October 27, 2026 for $16.2 million; the Tifton sale for $3.7 million has not closed
Initial annual base rent on the two leased-back properties is $1.34 million, rising to $1.65 million in total after the Tifton closing
Board declared a quarterly cash dividend of $0.12 per share, payable November 25, 2026 to holders of record on November 11, 2026
AMERISAFE reported third-quarter 2026 results in which net premiums earned rose 3.0% to $73.3 million, but net income fell 47.9% to $7.2 million and diluted EPS fell to $0.39 from $0.72. The net combined ratio worsened to 96.5% from 90.6%, as the company cited a more competitive workers' compensation market and higher expenses, which cut into shareholder earnings.
Q3 2026 net income was $7.2 million, versus $13.8 million in Q3 2025; diluted EPS was $0.39, versus $0.72
Net combined ratio was 96.5%, versus 90.6% in Q3 2025; underwriting profit fell 62.6% to $2.5 million
Nine-month 2026 net income was $29.9 million, down 18.5%; book value per share was $12.80 at September 30, 2026
Board declared a quarterly cash dividend of $0.41 per share on October 27, 2026, payable December 11, 2026
Aware, Inc. reported third-quarter 2026 results, with revenue of $4.4 million, down from $5.1 million a year earlier, while the net loss narrowed to $0.8 million, or $0.04 per diluted share, from $1.1 million. For the nine months, revenue fell to $11.1 million from $12.6 million and the net loss widened to $6.8 million from $4.4 million, and the company ended the quarter with about $15.4 million in cash, marketable securities and no debt.
Q3 2026 revenue was $4.4 million versus $5.1 million in Q3 2025; recurring revenue rose to about $4.0 million from about $3.6 million.
Q3 operating expenses fell to $5.4 million from $6.4 million, reflecting cost-reduction actions taken earlier in 2026 that are expected to save about $4.0 million annualized.
Nine-month net loss was $6.8 million, or $0.31 per diluted share, versus $4.4 million, or $0.21 per share, a year earlier; the period includes about $0.7 million of one-time severance costs.
Aware ended September 30, 2026 with about $15.4 million in cash, cash equivalents and marketable securities and no debt.
Chipotle Mexican Grill reported third quarter 2026 total revenue of $3.3 billion, representing a 9.6% year-over-year increase driven by new restaurant openings and a 2.1% rise in comparable restaurant sales. However, net income declined to $339.9 million, or $0.27 per diluted share, down from $382.1 million, or $0.29 per diluted share, in the prior year period due to higher operating and labor costs.
Total revenue increased 9.6% year-over-year to $3.3 billion for the third quarter ended September 30, 2026.
Comparable restaurant sales increased 2.1%, marking the third consecutive quarter of positive transaction growth.
Diluted earnings per share decreased 6.9% to $0.27 compared to $0.29 in the third quarter of 2025.
The company opened 84 company-owned restaurants during the quarter, including 53 locations with a Chipotlane.
Everspin Technologies reported unaudited third-quarter 2026 revenue of $20.6 million, up from $14.1 million a year earlier, but swung to a GAAP net loss of $7.2 million, or $(0.29) per share, from net income of $54,000. The company cited $6.0 million of litigation expenses and a $2.7 million regulatory provision, and guided fourth-quarter revenue to $21.5 million to $22.5 million.
Total revenue $20.6 million vs. $14.1 million in Q3 2025; MRAM product sales $16.9 million
GAAP net loss $7.2 million, or $(0.29) per share, vs. net income of $54,000 in Q3 2025; litigation expenses $6.0 million and regulatory provision $2.7 million
Non-GAAP net income $3.1 million, or $0.12 per diluted share, vs. $1.5 million, or $0.06, in Q3 2025
Q4 2026 guidance: revenue $21.5 million to $22.5 million; GAAP net loss per share $(0.13) to $(0.08)
The St. Joe Company reported third quarter 2026 results, with revenue down 3% to $156.2 million and net income attributable to the company down 5% to $36.9 million, or $0.65 per share. Results for the first nine months rose, with revenue up 8% to $414.1 million and net income up 7% to $91.3 million, or $1.60 per share. The board also declared a quarterly dividend of $0.18 per share, a 13% increase from $0.16, payable December 11, 2026.
Q3 2026 revenue fell 3% to $156.2 million from $161.1 million; the prior-year quarter included a $41.0 million senior living property sale by the Watercrest joint venture.
Q3 2026 net income attributable to the company was $36.9 million, or $0.65 per share, versus $38.7 million, or $0.67 per share, in Q3 2025.
Nine-month 2026 revenue rose 8% to $414.1 million; net income rose 7% to $91.3 million, or $1.60 per share.
Dividend of $0.18 per share is payable December 11, 2026, to shareholders of record on November 12, 2026.
Everforth reported third quarter 2026 revenue of $1,031.4 million, up from $1,011.4 million a year earlier, while net income fell to $23.1 million, or $0.56 per diluted share, from $38.1 million, or $0.87 per share. The company also issued fourth quarter 2026 estimates of $965.0 million to $995.0 million in revenue and $0.43 to $0.62 in diluted earnings per share, which give shareholders a near-term outlook.
Q3 2026 revenues were $1,031.4 million versus $1,011.4 million in Q3 2025; Adjusted EBITDA was $106.3 million versus $112.6 million
Q3 2026 net income was $23.1 million ($0.56 per diluted share) versus $38.1 million ($0.87) in Q3 2025
Q4 2026 estimates: revenues of $965.0 million to $995.0 million; net income of $17.9 million to $25.5 million; diluted EPS of $0.43 to $0.62
Debt was reduced by $52.8 million in the quarter; no common stock was repurchased and about $923 million remained under the buyback plan
Pitney Bowes reported third-quarter 2026 revenue of $456 million, down 1% from $460 million a year earlier, while adjusted EPS rose 35% to $0.42 and GAAP diluted EPS rose 23% to $0.37. The company raised the low end of its full-year revenue guidance and its adjusted free cash flow range, and narrowed its adjusted EBIT and adjusted EPS ranges while keeping their midpoints.
Q3 2026 revenue $456 million vs. $460 million in Q3 2025; GAAP diluted EPS $0.37 vs. $0.30; adjusted EPS $0.42 vs. $0.31
2026 revenue guidance low end raised to $1.83 billion from $1.80 billion; high end unchanged at $1.86 billion
2026 adjusted free cash flow guidance raised to $380 million to $420 million from $360 million to $410 million
Debt reduced by $148 million in the quarter; quarterly dividend of $0.10 per share payable December 8, 2026
CONMED reported third quarter 2026 net sales of $335.6 million, down 0.7% from a year earlier, and adjusted diluted EPS of $1.04, down 3.2%. GAAP diluted EPS was $0.66, up from $0.09, and the company updated its full year 2026 guidance to net sales of $1,360 million to $1,366 million and adjusted diluted EPS of $4.54 to $4.61. The picture is mixed for shareholders: the adjusted EPS range moved higher, while the top end of the sales range was lowered.
Third quarter net sales were $335.6 million, down 0.7%; excluding GI product offering exits, organic constant currency net sales grew 6.7%.
Domestic sales fell 11.0% as reported, while international sales rose 13.1% as reported.
Full year 2026 net sales guidance is $1,360 million to $1,366 million, versus prior guidance of $1,358 million to $1,373 million.
Full year 2026 adjusted diluted EPS guidance is $4.54 to $4.61, versus prior guidance of $4.48 to $4.60.
Universal Display reported third-quarter 2026 revenue of $160.4 million, up from $139.6 million a year earlier, and diluted EPS of $1.72 that included a $28.9 million investment gain. Nine-month revenue fell to $454.8 million from $477.7 million, and the company said 2026 revenue will likely be around the lower end of its previous $630 million to $670 million range, which matters to shareholders for the full-year outlook.
Q3 2026 total revenue was $160.4 million versus $139.6 million in Q3 2025; net income was $78.9 million ($1.72 diluted EPS) versus $44.0 million ($0.92).
Excluding the $28.9 million UDC Ventures investment gain, non-GAAP adjusted diluted EPS was $1.23 for Q3 2026 versus $0.92 a year earlier.
Nine-month 2026 revenue was $454.8 million versus $477.7 million, and diluted EPS was $3.52 versus $3.68.
2026 revenue is expected around the lower end of the prior $630 million to $670 million guidance range; the quarterly dividend was declared at $0.50 per share, up from $0.45.
UFP Industries reported third quarter 2026 net sales of $1.73 billion, up 11.1% from a year earlier, driven by 4% organic unit growth, 2% from acquisitions and 5% from higher selling prices. Net earnings attributable to controlling interests fell to $58 million from $75 million, and diluted earnings per share were $1.05 versus $1.29, as higher freight and lumber costs outweighed volume gains. The company said its full-year 2026 outlook is unchanged.
Net sales of $1.73 billion rose 11.1% from $1.56 billion; diluted EPS was $1.05 versus $1.29 a year ago.
Adjusted EBITDA was $119.3 million, or 6.9% of net sales, compared with $140.0 million, or 9.0%, a year ago.
Transportation costs, net of fuel surcharges, increased by $19 million, or 1.3% of net sales.
The board declared a quarterly dividend of $0.36 per share on October 21, 2026, payable December 15, 2026; the company repurchased $182.7 million of shares in the first nine months of 2026.
eBay Inc. reported third-quarter 2026 financial results, posting revenue of $3.2 billion and gross merchandise volume of $23.2 billion. The company returned $827 million to stockholders during the quarter through share repurchases and cash dividends, and provided fourth-quarter and full-year guidance.
Revenue reached $3.2 billion, up 14% on an as-reported basis and 13% FX-neutral for the third quarter ended September 30, 2026.
GAAP net income from continuing operations was $501 million, or $1.11 per diluted share, while non-GAAP net income was $685 million, or $1.51 per diluted share.
Returned $827 million to stockholders in Q3, comprising $689 million in share repurchases and $138 million in cash dividends.
Full-year 2026 revenue guidance is projected between $12.62 billion and $12.67 billion.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion and net income of $2 billion, along with adjusted EBIT of $2.7 billion. The company raised the low end of its full-year adjusted EBIT guidance to between $10.5 billion and $11 billion and declared a fourth-quarter dividend of 15 cents per share.
Third-quarter revenue reached $49.5 billion with net income of $2 billion and adjusted EBIT of $2.7 billion.
The low end of full-year adjusted EBIT guidance was raised to between $10.5 billion and $11 billion.
A fourth-quarter regular dividend of 15 cents per share was declared, payable on Dec. 1 to shareholders of record on Nov. 10.
ClearPoint Neuro reported third-quarter 2026 revenue of $12.1 million, up 36% from $8.9 million a year earlier, with growth led by the recently acquired IRRA flow products. The net loss widened to $7.5 million, or $0.24 per share, from $5.9 million, or $0.21 per share, as operating expenses rose 23% and gross margin fell to 58% from 63%. The company now estimates 2026 revenue of $48.0 million to $50.0 million.
Q3 2026 revenue was $12.1 million, up 36% from $8.9 million; neurosurgery navigation and therapy revenue rose 59% to $5.4 million.
Net loss was $7.5 million ($0.24 per share) versus $5.9 million ($0.21 per share) in Q3 2025; operating expenses rose to $13.4 million from $10.9 million.
Gross margin was 58% compared with 63%, which the company attributed to overhead at ClearPoint Advanced Laboratories and higher amortization of acquired intangible assets.
Cash and cash equivalents were $46.2 million at September 30, 2026, including $22.0 million in net proceeds from the at-the-market equity offering program.
Teladoc Health reported third quarter 2026 revenue of $605.1 million, down 3% from a year earlier, while its net loss narrowed to $26.9 million, or $0.15 per share, from $49.5 million, or $0.28 per share. The company also issued full-year and fourth-quarter 2026 outlook ranges, which show revenue of $2,395 million to $2,441 million for the year and a net loss per share of ($0.95) to ($0.75).
Q3 2026 revenue was $605.1 million, down 3%; BetterHelp revenue fell 13% to $206.6 million while Integrated Care rose 2% to $398.5 million.
Q3 2026 adjusted EBITDA was $79.4 million, up 14% from $69.9 million in Q3 2025.
Q3 2026 net loss included $88.3 million of intangible amortization and $4.4 million of restructuring costs.
Full-year 2026 outlook: revenue $2,395 million to $2,441 million; adjusted EBITDA $277 million to $303 million; Q4 2026 revenue $569 million to $615 million.
Sprouts Farmers Market reported third-quarter 2026 net sales of $2.3 billion, up 5% from a year earlier, while comparable store sales fell 0.9% and diluted earnings per share were $1.21 versus $1.22. The company guided to fourth-quarter comparable store sales declines of 2.0% to 4.0% and diluted EPS of $0.47 to $0.51, which places more weight on sales growth from new stores than on same-store performance.
Net sales of $2.3 billion, up 5% from the third quarter of 2025; comparable store sales of (0.9)%
Diluted EPS of $1.21 versus $1.22 a year earlier; net income of $113.4 million versus $120.1 million
Fourth-quarter 2026 outlook: comparable store sales of (2.0)% to (4.0)% and diluted EPS of $0.47 to $0.51
Repurchased 1.1 million shares for $89 million in the quarter, excluding excise tax
Omega Flex reported third quarter and nine-month 2026 results on October 28, 2026. Third-quarter net sales rose 6.0% to $25.7 million, but net income fell 36.0% to $2.4 million, and nine-month net income fell 37.7% to $7.1 million. Management attributed the profit decline mainly to higher raw material costs, including inbound transportation and tariffs, and to marketing for a new fitting.
Nine-month net sales were $72.8 million, down $242,000 or 0.3% from $73.1 million a year earlier.
Nine-month net income was $7.1 million, or $0.70 per share, versus $11.4 million, or $1.13 per share, in 2025.
Third-quarter net income was $2.4 million, or $0.23 per share, versus $3.7 million, or $0.37 per share, in the prior-year quarter.
Management said the higher costs will continue as it builds inventory and markets the new TracPipe fitting, which launched July 1, 2026, but it believes they will be limited in duration.
Spok Holdings reported third quarter 2026 results with net income of $9.7 million, up from $3.2 million a year earlier, but the gain on the sale of narrowband licenses drove the increase. Total revenue fell 2.6% to $33.0 million, and the company reiterated its full-year 2026 revenue guidance of $132.5 million to $139.5 million and adjusted EBITDA guidance of $28.0 million to $32.0 million. The Board also declared a regular quarterly dividend of $0.3125 per share.
Third quarter net income was $9.7 million versus $3.2 million in the prior year quarter; other income of $7.5 million in the quarter included the narrowband license gain.
Total revenue was $33.0 million, down 2.6% from $33.9 million; software bookings fell 28.3% to $3.2 million and software backlog fell 14.6% to $52.0 million.
Adjusted EBITDA rose 29.6% to $8.6 million; full-year 2026 guidance was reiterated, not changed.
Quarterly dividend of $0.3125 per share is payable December 9, 2026, to holders of record on November 18, 2026.
McGrath RentCorp reported third-quarter 2026 total revenues of $274.6 million, up 7%, and net income of $48.8 million, or $2.00 per diluted share, versus $1.72 a year earlier. It also lowered its full-year total revenue outlook to $945 million to $960 million from $955 million to $985 million, citing lower Mobile Modular new equipment sales, and raised its gross rental equipment capital expenditure forecast.
Q3 2026 total revenues $274.6 million, up 7% from $256.4 million in Q3 2025
Q3 2026 net income $48.8 million, or $2.00 per diluted share, versus $42.3 million, or $1.72, in Q3 2025
Total revenue outlook for remainder of 2026 cut to $945 million to $960 million from $955 million to $985 million
Gross rental equipment capital expenditures raised to $270 million to $290 million from $200 million to $220 million; Adjusted EBITDA range narrowed to $365 million to $373 million from $363 million to $375 million, midpoint unchanged
Nasdaq's Hearings Panel granted Rain Enhancement Technologies' request for continued listing, subject to conditions tied to its proposed business combination with Tensor Networks and related financing. The combined company must meet all initial listing criteria by February 16, 2027, so the decision keeps the stock listed for now but depends on meeting those milestones.
Nasdaq Hearings Panel granted continued listing, subject to conditions
Conditions include milestones tied to the proposed Tensor Networks business combination and related financing
Combined company must comply with all initial listing criteria by no later than February 16, 2027
Class A common stock and warrants continue to trade on The Nasdaq Capital Market as RAIN and RAINW
Capitol Federal Financial reported fourth quarter fiscal 2026 net income of $22.4 million, or $0.18 per share, down from $23.6 million, or $0.19 per share, in the prior quarter, mainly due to higher non-interest expenses and lower non-interest income. For fiscal 2026, net income rose to $86.4 million from $68.0 million, and the board intends to continue the $0.085 quarterly dividend.
Q4 fiscal 2026 net income was $22.4 million, or $0.18 per share, versus $23.6 million, or $0.19 per share, for the quarter ended June 30, 2026.
Fiscal 2026 net income was $86.4 million, or $0.69 per share, versus $68.0 million, or $0.52 per share, in fiscal 2025.
Net interest margin rose to 2.39% from 2.31%, while non-interest expense increased to $32.7 million from $31.3 million.
Quarterly cash dividend of $0.085 per share is payable November 20, 2026, to stockholders of record as of November 6, 2026.
Georgia Banking Company reported third-quarter 2026 net income of $6.3 million, or $0.57 per diluted share, up in dollars from $5.6 million in the second quarter but down from $0.60 per diluted share, as the weighted diluted share count rose to 10.9 million from 9.4 million after the Tandem Bancorp merger. Net interest income rose 8.0% to $31.4 million, but the net interest margin narrowed to 4.17% and nonperforming assets increased to $22.1 million. Shareholders should note this was the first full quarter of combined operations after the merger, and the company said its shares are preparing to begin trading on the Nasdaq Capital Market.
Net income $6.3 million, or $0.57 diluted EPS, versus $5.6 million, or $0.60, in the second quarter of 2026
Net interest income rose $2.3 million, or 8.0%, to $31.4 million; net interest margin fell to 4.17% from 4.31%
Pre-tax direct listing expense of $2.0 million and merger and acquisition expense of $493 thousand
Nonperforming assets $22.1 million, or 0.70% of total assets, up from $17.3 million, or 0.53%, at June 30, 2026
Natural Health Trends reported third-quarter 2026 results, with revenue of $7.6 million, down 20% from $9.5 million a year earlier and flat with the second quarter. The net loss narrowed to $232,000, or $0.03 per diluted share, from $431,000 a year earlier, but nine-month net loss widened to $837,000 from $294,000, and the company said conditions remain challenging.
Q3 2026 revenue was $7.6 million, flat with Q2 2026 and down 20% from $9.5 million in Q3 2025.
Q3 2026 operating loss was $277,000, down from $643,000 in Q2 2026 and $495,000 in Q3 2025.
Year-to-date revenue was $24.4 million, down 19%, and the nine-month net loss was $837,000, or $0.09 per diluted share, versus $294,000 a year earlier.
The Board authorized additional share repurchases, with $15.8 million available; cash and marketable securities were $17.6 million at September 30, 2026.
Dropbox announced a reduction of about 9% of its global workforce to align investments with its top product and growth priorities, with estimated cash costs of $27 million to $33 million and $20 million to $25 million of incremental expense. The company also said its preliminary third quarter 2026 results are expected to be in line with or above its guidance ranges for revenue, constant currency revenue and non-GAAP operating margin, and that Chief Technology Officer Ali Dasdan will step down on November 18, 2026.
Global workforce reduction of approximately 9%, with most cash payments and expense recognized in Q4 2026
Estimated total cash expenditures of $27 million to $33 million; incremental expense of $20 million to $25 million
Preliminary Q3 2026 results expected in line with or above guidance; full results due November 5, 2026
CTO Ali Dasdan steps down effective November 18, 2026, with a $515,000 pro rata bonus and a lump sum payment of about $1.3 million
Penske Automotive Group reported third-quarter 2026 revenue up 4.5% to $8.4 billion, while net income attributable to common stockholders fell 1.8% to $220.8 million and earnings per share fell to $3.36 from $3.41. The company will not hold an earnings call, and the results come while a take-private deal at $212.00 per share in cash is pending, with closing expected in the first quarter of 2027 subject to stockholder vote and regulatory approvals.
Q3 revenue $8.4 billion, up 4.5% from $8.1 billion; net income $220.8 million vs. $224.8 million; EPS $3.36 vs. $3.41
Q3 results include $6.3 million of Proposed Transaction costs, or $0.07 per share
Pending take-private by Motown Acquisition Corp. at $212.00 per share in cash, expected to close in Q1 2027
Quarterly dividend raised 1.4% to $1.46 per share, payable December 1, 2026; no further buybacks expected during the pendency of the deal
Contango Silver & Gold reported an update on its 2026 field season in Alaska and British Columbia, in a press release furnished under Item 7.01. Kitsault drilling totaled 56,492 meters against 40,000 meters originally planned, and Johnson Tract infrastructure was completed ahead of schedule and under budget. The company also said Manh Choh unit cash costs for the third quarter are expected to be similar to second-quarter 2026 levels, and it is guiding to the lower end of its 2026 production guidance.
Kitsault: 56,492 meters drilled across 152 holes, versus 40,000 meters planned; drilling completed October 15, 2026, with assays pending over the next 2-3 months
Johnson Tract: 2.6-mile access road and portal lay down area completed ahead of schedule and under budget; a camp pad originally planned for 2027 was also completed
Manh Choh: third processing campaign ended September 24, 2026, earlier than planned due to rain and higher reagent use; Q3 unit cash costs expected similar to Q2-2026
Third-quarter 2026 financial results are scheduled for release in mid-November 2026
On October 27, 2026, SkyAI, Inc. entered into a tender support and settlement agreement with Bastion Trading Limited, a major stockholder, and amended its ongoing cash tender offer. The amended offer raises the purchase of pre-funded warrants to 100% of each class from 95%, adds stapled warrants at $0.17 each, and extends the offer to November 12, 2026. If all securities sought are tendered, the company would pay about $214.3 million from cash on hand, compared with the approximately $223 million it reported holding.
Bastion agreed to tender all its shares, pre-funded warrants and stapled warrants, and to a three-year standstill.
Cash and cryptocurrency stapled warrants are added at $0.17 each, with purchases of up to 100% of each class.
Pre-funded warrant purchases rise to 100% of each class from 95%, at $3.00 per warrant less the $0.0001 exercise price.
The company sold about 2 million SOL and no longer holds any SOL; the offer expires one minute after 11:59 p.m. New York time on November 12, 2026.
PROG Holdings reported third-quarter 2026 revenue from continuing operations of $725.8 million, up 25.6%, and diluted EPS from continuing operations of $0.92, up from $0.80 a year earlier. The company lowered its full-year 2026 revenue and diluted EPS ranges, citing macroeconomic pressures on its customers, while also announcing an intended $100 million accelerated share repurchase and raising its total buyback capacity to $500 million.
Q3 2026 revenue of $725.8 million, up 25.6%; net earnings from continuing operations of $37.5 million versus $32.3 million.
2026 revenue outlook cut to $3,015 million–$3,050 million from $3,025 million–$3,100 million.
2026 diluted EPS from continuing operations outlook now $3.78–$3.93, versus $3.82–$4.06 previously.
Intended $100 million ASR in the fourth quarter; share repurchase authorization raised to $500 million and extended to October 26, 2029.
One Stop Systems reported third-quarter 2026 revenue from continuing operations of $12.6 million, up 35.9% from a year earlier, and raised its full-year 2026 revenue growth guidance to approximately 40% from the prior 25% to 30%. The loss from continuing operations widened to $0.6 million, or $0.02 per diluted share, with $0.5 million of bad debt expense and $0.4 million of legal fees cited as drivers.
Q3 2026 revenue from continuing operations was $12.6 million, up from $9.3 million in Q3 2025.
Q3 2026 loss from continuing operations was $0.6 million, or $0.02 per diluted share, compared with a $0.4 million loss, or $0.02 per share, a year earlier.
Full-year 2026 guidance: revenue growth of approximately 40% (prior guidance 25% to 30%), gross margin of 40% to 42%, and adjusted EBITDA of $0.5 million to $1.0 million.
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