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).
California Water Service Group reported third-quarter 2026 net income of $65.4 million and diluted EPS of $1.05, up from $61.2 million and $1.03 a year earlier. Revenue rose 6.7% to $332.2 million, while operating expenses rose 3.7% to $249.5 million, and the company said it expects to close its Nevada and Oregon acquisitions in the fourth quarter.
Q3 2026 net income of $65.4 million and diluted EPS of $1.05, compared with $61.2 million and $1.03 in Q3 2025
Q3 2026 revenue of $332.2 million, up $21.0 million or 6.7%; operating expenses rose 3.7% to $249.5 million
Nine-month 2026 net income of $125.9 million, or $2.07 per diluted share, versus $1.96 a year earlier
Company expects to close Nevada and Oregon acquisitions in Q4 2026 and to issue $125.0 million in notes and $150.0 million in bonds by December 31, 2026
KBR reported fiscal third-quarter 2026 results on October 29, 2026, with revenue of $2.0 billion, up 5%, and net income attributable to KBR of $133 million, up 16%. Diluted EPS rose 18% to $1.06, though operating income fell 3% to $186 million on higher spin-off costs. KBR reaffirmed its full-year fiscal 2026 guidance and said the spin-off of Mission Technology Solutions, to be renamed Trinzic, is targeted for January 4, 2027.
Revenue of $2.0 billion, up 5%; Sustainable Technology Solutions revenue rose 26% to $762 million while Mission Technology Solutions fell 5% to $1.3 billion
Operating income of $186 million, down 3%, as spin-off costs rose; adjusted EBITDA of $268 million, up 12%
Adjusted EPS of $1.12, up 10%
Full-year fiscal 2026 guidance reaffirmed: revenue $7.90 billion to $8.36 billion and adjusted EPS $3.87 to $4.22; Investor Days set for November 11 and 12, 2026
Patterson-UTI reported third-quarter 2026 revenue of $1.3 billion, up 9% from the prior quarter, and net income attributable to common stockholders of $28 million, or $0.07 per diluted share, compared with a loss of $36 million in the same quarter of 2025. The company also declared a $0.10 quarterly dividend and gave fourth-quarter adjusted gross profit targets for its drilling and completion segments, with Drilling Products expected to decline.
Q3 2026 revenue of $1.3 billion, up 9% sequentially; Q3 2026 Adjusted EBITDA of $264 million
Net income attributable to common stockholders of $28 million ($0.07 per diluted share) versus a $20 million loss in Q2 2026
Q4 2026 outlook: Drilling Services adjusted gross profit of $150 million and Completion Services of $140 million; Drilling Products expected to fall 5-10% sequentially
Declared a $0.10 per share dividend payable December 15, 2026 to holders of record as of December 1, 2026
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%.
EON Resources reported second-quarter 2026 results on October 23, 2026. Reported revenue rose 40% year over year to $6.49 million, and the net loss narrowed to $692,584 from $2,955,849. The filing also discloses that the 2025 10-K and first-quarter 10-Q were filed late, and that NYSE American extended the company's cure deadline to November 23, 2026.
Reported revenue was $6.49 million versus $4.63 million a year earlier, including non-cash derivative effects of $2.16 million.
Revenue excluding non-cash derivative effects rose 7.3% to $4.33 million from $4.03 million.
Interest expense fell to $176,000 from $1.65 million a year earlier after senior debt retirement in September 2025.
NYSE American extended the cure deadline from October 15, 2026 to November 23, 2026; the company says it has met the filing deadlines.
Southside Bancshares reported third-quarter 2026 net income of $28.0 million, or $0.93 per diluted share, up from $4.9 million, or $0.16, a year earlier. The comparison is distorted by a $24.4 million loss on the sale of securities in the third quarter of 2025, and the company cited higher net interest income and a higher net interest margin as further drivers.
Q3 net income $28.0 million vs. $4.9 million in Q3 2025; diluted EPS $0.93 vs. $0.16
Net interest income $60.3 million, up 8.2% year over year; net interest margin 2.92%, up 12 basis points from the prior quarter
Deposits fell 13.6% year over year to $6.01 billion; nonperforming assets were $15.8 million, or 0.18% of total assets
Third-quarter cash dividend of $0.37 per share was paid September 3, 2026; no shares were repurchased in the quarter
Enterprise Products Partners reported third-quarter 2026 results, with net income attributable to common unitholders of $1.6 billion, or $0.75 per diluted common unit, compared with $0.61 a year earlier. Operational distributable cash flow rose 27% to $2.3 billion, covering the quarter's distribution 1.9 times, which matters to unitholders because it supports the distribution and the retained cash funds growth, buybacks and debt reduction.
Net income attributable to common unitholders: $1.6 billion, $0.75 per diluted common unit, up 21%
Revenues: $17.9 billion for the quarter, compared with $12.0 billion a year earlier
Operational DCF: $2.3 billion, 1.9 times coverage of distributions declared; $1.1 billion retained
Distributions declared: $0.56 per common unit, up 2.8%; common unit buybacks of $112 million in the quarter
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.
S&T Bancorp's board approved a quarterly cash dividend of $0.38 per share on October 28, 2026, up $0.01 from the prior quarter and up $0.02 from the same period a year earlier. For shareholders, this is a higher regular cash payout, with the filing citing an annualized yield of 3.00 percent based on the October 27, 2026 closing price of $50.59.
Quarterly cash dividend of $0.38 per share, up $0.01 or 2.70 percent from $0.37 in the prior quarter
Up $0.02 or 5.56 percent from $0.36 in the same period last year
Payable November 27, 2026 to shareholders of record on November 12, 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
NewMarket reported third-quarter 2026 net income of $124.1 million, or $13.50 per share, up from $100.3 million, or $10.67 per share, a year earlier. Management attributed the increase mainly to higher operating profit and a lower effective tax rate, and nine-month net income rose to $375.9 million, or $40.64 per share.
Third-quarter net sales were $716.5 million, compared with $690.3 million in the same quarter of 2025.
Petroleum additives shipments fell 8% in the quarter, while segment operating profit was $130.9 million versus $131.3 million a year earlier.
Specialty materials operating profit was $16.4 million, up from $6.0 million, helped by product mix and the Calca Solutions acquisition completed October 1, 2025.
Net debt to EBITDA was 1.0x; a conference call is set for 3:00 p.m. ET on October 29, 2026.
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
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.
Morningstar reported third-quarter 2026 results on October 28, 2026. Revenue rose 8.9% to $672.1 million and GAAP diluted earnings per share rose 41.0% to $3.06, while free cash flow fell 2.9% to $155.4 million. The company repurchased $100.0 million of its shares in the quarter, and its debt was $1.7 billion as of September 30, 2026, up from $1.1 billion at December 31, 2025.
Revenue of $672.1 million, up 8.9% reported and 6.8% organic, versus the prior-year quarter
Diluted EPS of $3.06 versus $2.17 a year earlier; adjusted diluted EPS of $3.48 versus $2.55
Free cash flow decreased 2.9% to $155.4 million, as working capital movements offset higher cash earnings
Share repurchases of 486,573 shares for $100.0 million; debt rose to $1.7 billion from $1.1 billion at year-end 2025
Orange County Bancorp reported net income of $12.5 million, or $0.93 per share, for the quarter ended September 30, 2026, up from $10.0 million, or $0.75 per share, a year earlier. The company described it as a record third quarter and its third consecutive record quarter in 2026, driven mainly by higher net interest income and a lower provision for credit losses, partly offset by lower noninterest income.
Q3 2026 net income $12.5 million, or $0.93 per share, versus $10.0 million, or $0.75 per share, in Q3 2025
Net interest margin rose 19 basis points to 4.45% from 4.26% a year earlier
Nine-month net income was $37.4 million, or $2.80 per share, versus $29.2 million, or $2.39 per share, in the prior-year period
Provision for credit losses was $809 thousand versus $3.9 million a year earlier; noninterest income fell $1.4 million to $5.4 million
Rush Street Interactive reported third-quarter 2026 revenue of $385.9 million, up 39% from a year earlier, and net income of $28.7 million, up 93%, for the quarter ended September 30, 2026. The company reiterated its full-year 2026 revenue and adjusted EBITDA guidance, so the results did not change its outlook. Of the $28.7 million net income, $11.8 million was attributable to Rush Street Interactive, Inc. and $16.8 million to non-controlling interests.
Q3 2026 revenue was $385.9 million, up 39% from $277.9 million in Q3 2025.
Q3 2026 net income was $28.7 million, up 93% from $14.8 million; adjusted EBITDA was $62.2 million, up 73%.
Full-year 2026 guidance was reiterated: revenue of $1.56 billion to $1.60 billion and adjusted EBITDA of $245 million to $265 million.
Monthly active users totaled 907,881, up 42% year over year, including 300,572 in North America, a company record for that region.
Houlihan Lokey reported fiscal second-quarter 2027 revenue of $692 million, up from $660 million a year earlier, and GAAP diluted EPS of $1.64 versus $1.63. Net income attributable to the company was $109 million, down from $111 million, and six-month diluted EPS fell to $2.78 from $3.04. The board declared a regular quarterly dividend of $0.70 per share.
Q2 revenue was $692 million, up from $660 million; Corporate Finance rose 10% and Financial Restructuring fell 12%.
Adjusted diluted EPS was $1.85, versus $1.84 a year earlier (non-GAAP).
Quarterly dividend of $0.70 per share is payable December 15, 2026, to holders of record on December 1, 2026.
As of September 30, 2026, the company had $888 million of cash and cash equivalents and investment securities.
Preformed Line Products reported third-quarter 2026 results on October 28, 2026, with net sales up 18% to $209.5 million and net income of $18.0 million, or $3.56 per diluted share, compared with $0.53 a year earlier. The prior-year quarter included pension plan termination charges, and the company said adjusted diluted EPS rose 70%. The filing contains no updated financial guidance.
Q3 net sales were $209.5 million, up from $178.1 million in Q3 2025.
Gross profit margin was 33.4%, up 370 basis points from Q3 2025.
Diluted EPS was $3.56 versus $0.53 in Q3 2025; the company said EPS rose 70% excluding the 2025 pension termination charges.
Nine-month net sales were $598.5 million, up 21%; cash was $99.3 million at September 30, 2026.
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%.
Murphy USA reported third-quarter 2026 net income of $176.0 million, or $9.59 per diluted share, up from $129.9 million, or $6.76 per share, a year earlier. The increase was driven mainly by higher total fuel contribution, while merchandise contribution fell 2.8%. The company also declared a quarterly dividend of $0.72 per share, an 11% increase from the Q3 2026 dividend, payable December 1, 2026.
Q3 2026 net income was $176.0 million, or $9.59 per diluted share, versus $129.9 million, or $6.76 per share, in Q3 2025
Total fuel contribution rose 24.6% to $479.4 million, from $384.8 million, with fuel contribution of 37.0 cpg versus 30.7 cpg
Merchandise contribution fell 2.8% to $234.5 million, with unit margins of 20.3% versus 21.5%
Quarterly dividend increased to $0.72 per share, payable December 1, 2026, to holders of record as of November 4, 2026
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.
Alerus Financial reported third-quarter 2026 net income of $19.2 million, or $0.76 per diluted share, up from $16.9 million, or $0.65 per diluted share, a year earlier but down from $20.9 million, or $0.81, in the second quarter. Net interest income and noninterest income both grew from a year ago, and the company repurchased $8.2 million of its stock during the quarter.
Q3 2026 net income was $19.2 million, or $0.76 per diluted share, versus $0.65 in Q3 2025 and $0.81 in Q2 2026.
Net interest income rose 8.3% year over year to $46.7 million, and noninterest income rose 16.7% year over year to $34.4 million.
Tangible book value per common share was $18.74 as of September 30, 2026, up 10.9% from a year earlier.
The company repurchased $8.2 million of common stock at an average price of $32.75 and returned $37.2 million to shareholders in the first nine months of 2026.
Regional Management reported third-quarter 2026 net income of $15.1 million and diluted EPS of $1.61, up 5.3% and 13.4% from a year earlier, on record total revenue of $178.8 million, up 8.0%. The net credit loss rate rose 70 basis points year over year to 10.9%, and the company also replaced its Chief Credit Risk Officer and declared a $0.30 quarterly dividend.
Net income $15.1 million, up 5.3%; diluted EPS $1.61, up 13.4% year over year
Record total revenue $178.8 million, up 8.0%; net credit loss rate 10.9%, up 70 basis points from 10.2%
Executive Vice President and Chief Credit Risk Officer Manish Parmar was terminated without cause on October 28, 2026; Elizabeth Canini named to the role effective November 2, 2026
Quarterly dividend of $0.30 per share, payable December 16, 2026 to holders of record on November 18, 2026
NWPX Infrastructure reported third-quarter 2026 results for the period ended September 30, 2026, with net sales of $179.4 million, up 18.7% from a year earlier, and net income of $18.2 million, or $1.86 per diluted share, up from $1.38 a year earlier. Both headline measures improved, and the company said it expects fourth-quarter 2026 performance to exceed both the fourth quarter of 2025 and the first quarter of 2026.
Net income rose 35.0% to $18.2 million, or $1.86 per diluted share, versus $13.5 million, or $1.38, in Q3 2025
Water Transmission Systems net sales rose 27.0% to $131.9 million; WTS backlog including confirmed orders was $435 million as of September 30, 2026
Precast net sales rose 0.6% to $47.5 million, with a 9% volume decrease at legacy Precast facilities; Precast order book was $67 million
Serpentix Conveyor, LLC acquisition completed September 2, 2026; earnings conference call scheduled for October 29, 2026 at 7:00 a.m. PT
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.
First US Bancshares furnished an investor presentation as Exhibit 99.1 to this Form 8-K, covering results through September 30, 2026, for use with shareholders and investors during the quarter ending December 31, 2026. The materials show third-quarter diluted EPS of $0.36, up from $0.31 in the second quarter and $0.32 in the third quarter of 2025, while total loans fell $15.6 million during the quarter.
Diluted EPS was $0.36 in 3Q2026, compared with $0.31 in 2Q2026 and $0.32 in 3Q2025.
Diluted EPS for the nine months ended September 30, 2026 rose 56.3% to $1.00, from $0.64 a year earlier.
Total loans decreased $15.6 million, or 1.8%, in 3Q2026, while nonperforming assets fell to 0.14% of total assets.
The company repurchased 390,000 shares in 3Q2026 at a weighted average price of $16.43 per share.
Heritage Insurance Holdings reported third-quarter 2026 net income of $51.1 million, or $1.72 per diluted share, up from $50.4 million, or $1.63 per share, a year earlier, with total revenue up 3.2% to $219.2 million. The quarter absorbed $15.8 million of pre-tax catastrophe losses, while a 4.0% reduction in diluted shares helped lift per-share earnings. The board also approved a new $50.0 million share repurchase program running through December 31, 2027.
Q3 2026 net income $51.1 million vs. $50.4 million; diluted EPS $1.72 vs. $1.63 in Q3 2025.
Total revenue rose 3.2% to $219.2 million; net premiums earned up 5.4% to $205.6 million.
Pre-tax catastrophe losses of $15.8 million in Q3 2026 vs. none in Q3 2025; loss ratio rose to 39.6% from 38.3%.
Nine-month net income $149.3 million, up 15.8%; diluted EPS $4.94, up 18.5%. New $50.0 million buyback set for October 28, 2026.
ProPetro reported third quarter 2026 revenue of $355 million, up 16% from $306 million in the prior quarter, and net income of $13 million, or $0.09 per diluted share, compared with a net loss of $8 million in the second quarter. Adjusted EBITDA rose to $60 million from $45 million, driven by higher completions utilization and new PROPWR power deployments, while the company narrowed its 2026 PROPWR capital spending guidance.
Revenue was $355 million, up 16% from $306 million in Q2 2026 and up from $294 million in Q3 2025.
Net income was $13 million ($0.09 per diluted share), compared with a net loss of $8 million in Q2 2026.
Adjusted EBITDA was $60 million, up from $45 million in Q2 2026.
2026 PROPWR capital expenditures were narrowed to $400 million to $430 million; total 2026 capital expenditures are expected at $525 million to $575 million.
Bel Fuse reported preliminary third quarter 2026 results, with net sales of $220.5 million, up 23.2% from $179.0 million a year earlier, and GAAP net earnings attributable to Bel shareholders of $26.3 million, up from $22.3 million. The company guided fourth quarter 2026 net sales of $220 million to $240 million and gross margin of 40.0% to 42.0%, which gives shareholders a near-term outlook for the business.
Q3 2026 net sales of $220.5 million, up 23.2% from $179.0 million in Q3 2025
GAAP net earnings attributable to Bel shareholders of $26.3 million, or $1.74 per Class A basic share, versus $22.3 million, or $1.68, a year earlier
Q4 2026 guidance: net sales of $220 million to $240 million and gross margin of 40.0% to 42.0%
Nine-month 2026 GAAP net earnings attributable to Bel shareholders were $63.1 million, versus $67.0 million in the same period of 2025, after a $21.2 million redemption value adjustment on noncontrolling interest
First US Bancshares, Inc. reported third-quarter 2026 net income of $2.0 million, or $0.36 per diluted share, up from $1.8 million, or $0.31 per share, in the second quarter and $1.9 million, or $0.32 per share, a year earlier. For the nine months ended September 30, 2026, diluted earnings per share were $1.00, compared with $0.64 in the same period of 2025, and the company cited a share repurchase program as a contributor to the per-share gains.
Q3 2026 net income was $2.0 million, or $0.36 per diluted share, versus $1.8 million, or $0.31, in Q2 2026 and $1.9 million, or $0.32, in Q3 2025.
Nine-month 2026 diluted EPS was $1.00, compared with $0.64 for the first nine months of 2025.
Net interest margin rose to 3.66% in Q3 2026 from 3.56% in Q2 2026, while total loans fell $15.6 million, or 1.8%, to $845.0 million.
The company repurchased 390,000 shares in Q3 2026 at a weighted average price of $16.43 and declared a $0.07 per share dividend.
Canadian Pacific Kansas City reported third-quarter 2026 revenue of $4.2 billion, up 15% from a year earlier, and core adjusted diluted EPS of $1.28, up 16%. Reported diluted EPS rose 3% to $1.04, while higher fuel prices weighed on the operating ratio, which worsened by 130 basis points to 64.8%. All figures are in Canadian dollars, and the company said it remains on track to meet its 2026 commitments.
Q3 2026 revenues rose 15% to $4.2 billion from $3.7 billion in Q3 2025, and volumes rose 6%.
Reported diluted EPS rose 3% to $1.04 from $1.01; core adjusted diluted EPS rose 16% to $1.28 from $1.10.
Reported operating ratio rose 130 basis points to 64.8%; higher fuel prices cut 170 basis points from the reported ratio.
Nine-month diluted EPS was $3.14, down from $3.32 a year earlier, which included a $333 million gain on a 2025 equity investment sale.
Impinj reported third-quarter 2026 results on October 28, 2026, with revenue of $112.1 million, up from $96.1 million a year earlier, and GAAP net income of $4.7 million, or $0.15 per diluted share, compared with a net loss of $12.8 million in the same period of 2025. The company gave fourth-quarter 2026 revenue guidance of $104.0 million to $107.0 million and non-GAAP diluted earnings per share guidance of $0.55 to $0.60.
Q3 2026 revenue of $112.1 million, compared with $96.1 million in Q3 2025; the CEO said it was a quarterly record
GAAP net income of $4.7 million, or $0.15 per diluted share, versus a net loss of $12.8 million, or $0.44 per share, in Q3 2025
Q4 2026 revenue outlook of $104.0 million to $107.0 million; GAAP net income outlook of $1.2 million to $2.7 million
Chain Bridge Bancorp reported third-quarter 2026 net income of $10.9 million, or $1.66 per share, up from $4.7 million and $0.72 per share a year earlier. The company said political organization deposits are now flowing out, and it expects outflows to continue in the fourth quarter of 2026 and possibly into early 2027, which could reduce deposit levels that drove recent growth.
Q3 2026 net income was $10.9 million, compared with $9.5 million in Q2 2026 and $4.7 million in Q3 2025.
Earnings per share were $1.66, compared with $1.45 in Q2 2026 and $0.72 in Q3 2025.
Total deposits were $2.1 billion at September 30, 2026; One-Way Sell deposits fell $169.5 million in the quarter to $498.5 million.
Tier 1 leverage ratio was 8.83% at September 30, 2026, down from 11.34% a year earlier.
Ryerson reported third-quarter 2026 net sales of $2.18 billion, up 8.6% from the second quarter, and net income attributable to the company of $32.0 million, or $0.61 per diluted share, versus $15.5 million, or $0.30 per share, in Q2. Adjusted EBITDA excluding LIFO was $115.0 million, above the company's $88 million to $92 million guidance, and management guided fourth-quarter net sales and earnings below third-quarter levels.
Q3 2026 net sales $2.18 billion, up 8.6% from Q2; net income $32.0 million ($0.61 per diluted share) vs. $15.5 million ($0.30) in Q2.
Q4 2026 guidance: net sales $1.96 billion to $2.04 billion; net income $16 million to $20 million ($0.30 to $0.38 per diluted share).
Board declared a quarterly dividend of $0.1875 per share, payable December 17, 2026, to holders of record as of December 3, 2026.
Total debt rose to $1.01 billion and net debt to $966 million; operating activities used $18.2 million of cash in Q3.
Plexus reported fiscal fourth-quarter 2026 revenue of $1.427 billion and GAAP diluted EPS of $2.51, up from $1.058 billion and $1.87 a year earlier. For fiscal 2026, revenue was $4.965 billion and GAAP diluted EPS was $7.41, compared with $4.033 billion and $6.26 in fiscal 2025. Guidance for fiscal first quarter 2027 calls for revenue of $1.410 billion to $1.460 billion and GAAP diluted EPS of $2.16 to $2.32.
Q4 fiscal 2026 revenue of $1.427 billion vs. $1.058 billion in Q4 fiscal 2025; GAAP diluted EPS $2.51 vs. $1.87
Fiscal 2026 revenue of $4.965 billion vs. $4.033 billion; GAAP diluted EPS $7.41 vs. $6.26
Q1 fiscal 2027 guidance: revenue $1.410 billion to $1.460 billion; GAAP diluted EPS $2.16 to $2.32
Board approved a $100 million 2027 share repurchase program in August 2026, available to begin fiscal 2027
FinWise Bancorp reported third quarter 2026 net income of $10.0 million, or $0.73 per diluted share, up from $2.1 million and $0.15 in the prior quarter, and $4.9 million and $0.34 a year earlier. The result includes a one-time $6.5 million bargain purchase gain from its July 2026 Tallied Technologies acquisition, and the company is exiting its credit card business, which is reported as discontinued operations.
Net income was $10.0 million versus $2.1 million in the quarter ended June 30, 2026, and $4.9 million in the third quarter of 2025.
Net income from continuing operations was $10.4 million, or $0.76 per diluted share, including the $6.5 million bargain purchase gain; discontinued operations posted a $0.4 million loss.
Loan originations totaled $2.1 billion, compared with $1.6 billion in the prior quarter; the provision for credit losses rose to $46.7 million from $20.9 million.
The company expects to complete the sale of its credit card business by the second quarter of 2027.
Raymond James reported record fiscal 2026 net revenues of $15.79 billion and record fiscal fourth-quarter net revenues of $4.27 billion, up 15% from a year earlier. Quarterly net income available to common shareholders was $666 million, or $3.40 per diluted share, and adjusted diluted EPS was $3.59 after $37 million of acquisition-related expenses. Results were reported without any guidance for fiscal 2027, and the company said it repurchased $1.25 billion of stock during the year.
Fiscal fourth-quarter net revenues of $4.27 billion, up 15% year over year; diluted EPS of $3.40, up from $2.95
Fiscal 2026 net revenues of $15.79 billion, up 12%; diluted EPS of $11.91, up 16% from $10.30
Domestic Private Client Group net new assets of $22.8 billion in the quarter and $98.3 billion for the year
$1.05 billion remained under the Board's common stock repurchase authorization as of September 30, 2026
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
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
LSB Industries reported third-quarter 2026 net sales of $158.6 million, up from $155.4 million a year earlier, with net income of $16.3 million and diluted EPS of $0.22, compared with $7.1 million and $0.10. Adjusted EBITDA rose to $62.3 million from $40.1 million, and the company said higher selling prices and AN sales volumes drove the sales increase, partly offset by lower UAN volumes and a planned Pryor turnaround.
Q3 2026 net sales $158.6 million vs. $155.4 million in Q3 2025
Q3 2026 net income $16.3 million and diluted EPS $0.22, vs. $7.1 million and $0.10
Adjusted EBITDA $62.3 million vs. $40.1 million; turnaround costs were $6.3 million in the quarter
Cash and short-term investments of about $203.5 million and total debt of $442.2 million as of September 30, 2026
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.
Churchill Downs reported third-quarter 2026 net revenue of $696 million, up $13 million or 2% from a year earlier, and net income attributable to the company of $80 million, up from $38 million. The prior-year quarter included a $35 million after-tax impairment charge, and excluding one-time items, net income rose $10 million or 26%, according to the release. The board also approved a new $750 million share repurchase program and a 7% dividend increase to $0.469 per share.
Net revenue of $696 million, up $13 million or 2% from $683 million in Q3 2025
Diluted EPS of $1.15 versus $0.54 a year earlier; adjusted diluted EPS of $1.23 versus $1.09
Adjusted EBITDA of $264 million, up $2 million or 1%
New $750 million repurchase program approved October 27, 2026; annual dividend of $0.469 per share payable January 5, 2027
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%.
Broadstone Net Lease reported third-quarter 2026 results on October 28, 2026. AFFO rose 5.4% year over year to $77.8 million, or $0.39 per diluted share, while net income was flat at $0.14 per diluted share. The company said it remains on track to meet its 2026 AFFO guidance of $1.55 to $1.57 per diluted share, and it raised its quarterly dividend to $0.295 per share from $0.2925.
AFFO of $77.8 million, or $0.39 per diluted share, up 5.4% from the prior-year quarter.
Net income of $28.1 million, or $0.14 per diluted share, consistent with the prior-year quarter; revenue was $121.9 million versus $114.2 million a year earlier.
2026 AFFO guidance of $1.55 to $1.57 per diluted share; the assumed investment range was revised up to $700 million to $800 million from $600 million to $800 million.
Quarterly dividend increased to $0.295 per share from $0.2925, payable on or before January 15, 2027.
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.
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