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).
Dorian LPG's Board declared an irregular cash dividend of $1.25 per share, returning approximately $53.7 million to shareholders, payable on or about November 24, 2026 to holders of record on November 9, 2026. The company also scheduled a second quarter 2027 earnings conference call for November 5, 2026, at 10:00 a.m. ET, which will include the results discussion.
Irregular cash dividend of $1.25 per share, about $53.7 million in total
Record date: November 9, 2026; payment on or about November 24, 2026
The company calls it irregular, so future dividends are at the Board's discretion
Second quarter 2027 earnings call set for November 5, 2026 at 10:00 a.m. ET
Revolve Group disclosed in an 8-K that unauthorized access to certain of its systems may have exposed names, contact details, payment card numbers and expiration dates for customers who saved payment information on its e-commerce platform. The company says the activity was remediated, there was no operational disruption, and it does not believe the incident will have a material impact on its business.
Unauthorized actor may have obtained, through automated means, customer names, contact information, payment card numbers and card expiration dates for customers who saved payment information.
Incident caused no operational disruption or interruption of service to customers, per the filing.
Company notified federal law enforcement and engaged external cybersecurity experts; it believes the incident will not have a material impact on its business.
Filing is dated October 29, 2026 and was signed by CFO Jesse Timmermans.
First Northern Community Bancorp reported third-quarter 2026 net income of $6.2 million, or $0.38 per diluted share, up from $6.0 million, or $0.36 per diluted share, a year earlier. Net income for the nine months rose 11.1% to $16.8 million, or $1.02 per diluted share, and net interest income grew 14.95% year over year, which points to stronger core earnings for shareholders.
Q3 2026 net income of $6.2 million, or $0.38 per diluted share, versus $6.0 million, or $0.36, in Q3 2025
Net interest income of $19.4 million, up 14.95% from Q3 2025; no provision for credit losses in Q3 2026
Total deposits of $1.76 billion, up $74.1 million (4.4%), and total net loans of $1.13 billion, up 7.4%, from September 30, 2025
Core banking system upgrade completed October 13, 2026; additional costs expected in the fourth quarter
Olenox Industries agreed on October 27, 2026 to terminate a May 29, 2025 stock purchase agreement that would have let it sell up to $100 million of common stock to an investor. The company sold no shares and received none of the commitment amount. Instead, it agreed to issue the investor 298,604 shares, which carry a price protection feature that could require additional shares if the stock trades below $0.80.
The Mutual Termination and Release Agreement, dated October 26, 2026 per the exhibit index and signed October 27, 2026 per the filing text, ended the ELOC Purchase Agreement and Registration Rights Agreement.
No shares were sold under the terminated agreement, and the company did not receive any of the $100 million commitment amount.
The company will issue 298,604 Termination Shares to the investor within 14 business days after the agreement's effective date.
On April 27, 2027, the company may need to issue additional shares if the 10-day VWAP before that date is below $0.80, so the Termination Shares are worth at least $258,440.
Alliant Energy reported third-quarter 2026 GAAP earnings per share of $1.52, up from $1.09 in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings guidance, initiated 2027 guidance, and increased its four-year capital expenditure forecast to $15.9 billion.
Q3 2026 GAAP EPS was $1.52 compared to $1.09 in Q3 2025.
2026 ongoing EPS guidance narrowed to $3.41 - $3.46 per share.
2027 EPS guidance set at $3.63 - $3.73 per share with a dividend target of $2.25 per share.
Capital expenditures for 2027 through 2030 increased to $15.9 billion.
Main Street Capital Corporation closed a $500.0 million offering of 6.55% unsecured notes due January 15, 2030, on October 29, 2026, with net proceeds of approximately $493.0 million. The company plans to use the proceeds initially to repay outstanding indebtedness, including amounts under its credit facilities.
Principal amount of $500.0 million; net proceeds approximately $493.0 million after underwriting discounts and estimated expenses
Notes bear 6.55% annual interest, payable semiannually on January 15 and July 15, starting July 15, 2027
Notes mature January 15, 2030; company may redeem before December 15, 2029 at a make-whole price, and at 100% of principal afterward
Underwriter is RBC Capital Markets, LLC; trustee is The Bank of New York Mellon Trust Company, N.A.
Estrella Immunopharma appointed Cynthia Pussinen as Chief Executive Officer and Chairperson of the Board effective October 25, 2026, replacing Cheng Liu, Ph.D., who became Chief Scientific Officer while remaining President and a director. The filing also sets Pussinen's pay package, including a 1,000,000-share option grant and base salary increases tied to future financing, and says the Board adopted a plan to propose a change to its director class structure for stockholder vote in 2027.
Cynthia Pussinen, age 57, appointed CEO, Class I director and Board Chairperson effective October 25, 2026
Pussinen's base salary is $250,000, rising to $400,000, $450,000 and $525,000 as cumulative qualifying funding after October 25, 2026 exceeds $35.0 million, $55.0 million and $75.0 million
Option to purchase 1,000,000 shares granted on the second business day after the filing, with 25% vesting on October 25, 2027
Proposed amendment to Article V, Section A to be submitted to stockholders at the 2027 annual meeting
Dine Brands' board adopted a limited duration stockholder rights agreement on October 28, 2026, in response to media reports of significant open market accumulation in its stock and derivatives. The plan issues one right per common share to holders of record on November 9, 2026, and the rights generally become exercisable only if a person or group acquires 10% or more (20% for passive investors) without board approval.
Rights dividend: one right per common share, record date November 9, 2026
Exercise price of $210.00 per right, subject to adjustment; rights expire October 27, 2027 unless redeemed or exchanged earlier
Triggers at 10% beneficial ownership for non-passive investors and 20% for passive investors; the company may redeem rights at $0.001 each
Filing states stockholders are not required to take any action at this time
Koss Corporation reported first-quarter fiscal 2027 results for the quarter ended September 30, 2026. Net sales fell 24.0% year over year and the company posted a net loss of $234,168, compared with net income of $243,729 a year earlier, so shareholders face a weaker quarter on both revenue and profit.
Net sales were $3,094,078, down $976,700 or 24.0% from $4,070,778 a year earlier, with management citing a significant Education customer custom order from the prior year that did not recur.
Net loss was $234,168 versus net income of $243,729 in the prior-year quarter; basic and diluted loss per share was $0.02 compared with earnings of $0.03.
Gross margin declined 50 basis points to 39.5% from 40.0%, as fixed manufacturing overhead absorption on lower sales offset benefits from direct-to-consumer sales and a $76,000 tariff refund.
Direct-to-consumer sales represented approximately 37% of total turnover, per management.
Rocket Companies reported third-quarter 2026 results on October 29, 2026, with GAAP net income of $709 million, compared with a net loss of $124 million in the same quarter of 2025. Adjusted revenue rose to $2.57 billion from $1.87 billion, and the company gave a fourth-quarter 2026 adjusted revenue outlook of $2.1 billion to $2.3 billion, which is below the third-quarter adjusted figure.
GAAP diluted EPS was $0.25 in Q3 2026 versus a loss of $0.06 in Q3 2025; adjusted diluted EPS was $0.15 versus $0.07.
Adjusted EBITDA was $748 million, up from $349 million a year earlier.
GAAP results include a $710 million favorable change in the fair value of mortgage servicing rights (net of hedges), which the company excludes from adjusted revenue.
For Q4 2026, the company expects adjusted revenue between $2.1 billion and $2.3 billion; total liquidity was $11.4 billion as of September 30, 2026.
ProKidney entered into an Open Market Sale Agreement with Jefferies LLC on October 29, 2026, allowing it to sell up to $200 million of Class A common stock from time to time through the agent. Sales depend on the effectiveness of a Form S-3 shelf registration filed the same day, and the company has no obligation to sell any shares, so future share issuance could dilute existing shareholders if sales occur.
Agreement with Jefferies LLC dated October 29, 2026, covers up to $200,000,000 in Class A common stock
Jefferies compensation is up to 3.0% of gross offering proceeds, plus reimbursement of specified expenses
Sales require the Form S-3 shelf registration filed October 29, 2026 to become effective; the company has no obligation to sell shares
Business First Bancshares, Inc. said its Board of Directors approved a stock repurchase program of up to $30 million of common stock, running from Oct. 29, 2026 to Oct. 28, 2028. The company is not obligated to buy any shares, and the Board may modify, suspend or end the program at any time, so the effect on shareholders depends on how much is actually repurchased.
Authorizes repurchases with an aggregate purchase price of up to $30 million
Program period runs 24 months, from Oct. 29, 2026 to Oct. 28, 2028
Repurchases may be made in the open market under SEC Rule 10b-18 or through privately negotiated transactions
No obligation to repurchase; the Board may modify, suspend or terminate the program at any time
Kimberly-Clark completed a $4.9 billion private offering of five tranches of senior unsecured notes due 2028 through 2036. The company says it will use the proceeds, with cash on hand and commercial paper borrowings, to pay the cash consideration for its proposed acquisition of Kenvue and related fees. If the Kenvue acquisition is not completed by the outside date, or the company says it will not pursue it, the notes must be redeemed at 101% of principal plus accrued interest.
Five tranches total $4.9 billion: $750 million due 2028 at 5.100%, $1.0 billion due 2029 at 5.300%, $1.25 billion due 2031 at 5.450%, $750 million due 2034 at 5.650%, and $1.15 billion due 2036 at 5.800%.
The remaining $3.9 billion of JPMorgan Chase bridge loan commitments, of the original $7.7 billion, was terminated on October 29, 2026, after the note sale closed.
Special mandatory redemption at 101% applies if the Kenvue acquisition is not completed within five business days after the later of May 31, 2027 or any later agreed outside date.
Shutterstock founder Jon Oringer returned as Chief Executive Officer and Chairman, effective October 28, 2026, replacing interim CEO Rik Powell, who remains Chief Financial Officer. Hichame Assi, CEO of the Company's Envato unit, was named President and Chief Operating Officer, and the company said it will not hold its scheduled third quarter 2026 earnings call on November 5, 2026, citing an ongoing review of its strategic direction.
Oringer's base salary rose from $1.00 to $1,000,000; he is not eligible for an annual cash bonus for the rest of fiscal 2026 or fiscal 2027
Assi's fixed pay is AUD 775,000 a year, with a target bonus of up to 60% from fiscal 2027, and RSU awards with a target value of $1.5 million
The company will not hold its previously scheduled third quarter 2026 earnings conference call on November 5, 2026
AptarGroup reported third-quarter 2026 sales up 6% to $1.02 billion, but reported diluted EPS fell to $0.51 from $1.92 after a $61.2 million pre-tax loss tied to deconsolidating its Russian subsidiary. Adjusted EPS was $1.52, down from $1.62 a year earlier, and the company guided fourth-quarter adjusted EPS to $1.39 to $1.47 while raising its quarterly dividend to $0.50 from $0.48.
Reported sales rose 6% to $1.02 billion; core sales rose 5% in the quarter.
Reported diluted EPS was $0.51 versus $1.92 a year earlier; the Russia deconsolidation cost $0.94 per diluted share after tax.
Adjusted EPS was $1.52 versus $1.62 in the prior year period; Q4 2026 adjusted EPS guidance is $1.39 to $1.47.
Board approved a quarterly dividend increase from $0.48 to $0.50, payable December 3, 2026; Q3 buybacks totaled about 234 thousand shares for $30 million.
Meta Platforms closed an offering of 250,000,000 Series A depositary shares on October 29, 2026, each representing a 1/20th interest in a 6.50% Series A Mandatory Convertible Preferred Stock. The company also entered forward sale agreements covering 40,000,000 Class A common shares, under which it will receive no initial proceeds and will issue shares later at an adjustable forward price. The preferred terms bar common dividends and buybacks while preferred shares remain outstanding, subject to exceptions, which may limit capital returns to common shareholders.
250,000,000 Series A depositary shares offered; underwriters have an option for up to 37,500,000 more, exercisable within 30 days
Offering closed October 29, 2026; certificates of designations filed with Delaware October 28, 2026
Forward sale agreements cover 40,000,000 Class A common shares, with initial forward sale price of $622.91875 per share and settlement by November 19, 2027
While preferred shares are outstanding, no common dividends or distributions may be paid, subject to certain exceptions
On October 23, 2026, Verisk issued a statement after the Delaware Supreme Court affirmed the Delaware Chancery Court judgment relating to its AccuLynx (ExactLogix) acquisition. Verisk said it will proceed in accordance with the order, but the filing states the transaction remains subject to customary closing conditions and FTC review and that there is no guarantee it will be completed.
October 23, 2026: Verisk issued a press release responding to the Delaware Supreme Court order on the ExactLogix (AccuLynx) merger.
The Delaware Supreme Court order affirmed the judgment of the Delaware Chancery Court.
Verisk says the transaction remains subject to customary closing conditions and FTC review, and that there is no guarantee it will be completed.
Data I/O and its subsidiaries V-Tek and A&J Programming, which Data I/O acquired on October 20, 2026, signed a Loan and Security Agreement with Western Alliance Bank on October 26, 2026. The revolving facility allows borrowing of up to the lesser of $7.5 million and a borrowing base tied to eligible accounts and inventory, and it is secured by most of the Borrowers' assets. The agreement adds debt and covenant obligations that shareholders should note, including a $3.0 million minimum cash requirement.
Revolving facility of up to the lesser of $7.5 million and a borrowing base, usable only for working capital and general business needs; advances due October 26, 2028 unless repaid earlier
Interest at 1.00% above the Prime Rate, defined as the greater of 5.75% and the Wall Street Journal prime rate, paid monthly; non-refundable facility fee of $18,750 at closing and each anniversary
Borrowers are jointly and severally liable and secured by accounts, inventory, equipment, intellectual property and pledged subsidiary equity; minimum $3.0 million unrestricted cash and fixed charge coverage ratio of at least 1.25 to 1.00 r
NewMarket's Board of Directors approved raising the quarterly dividend by $0.25, or approximately 8%, to $3.25 per share from $3.00, equal to an annual dividend of $13.00 per share versus $12.00. The dividend is payable January 1, 2027, to shareholders of record at the close of business on December 15, 2026, and the company notes that future dividends remain subject to quarterly Board determination.
Quarterly dividend increased by $0.25, or approximately 8%, to $3.25 per share from $3.00
Annualized dividend equals $13.00 per share, up from $12.00 per share
Payable January 1, 2027, to shareholders of record at close of business December 15, 2026
Future dividends are subject to quarterly determination and declaration by the Board of Directors
Minerals Technologies reported third-quarter 2026 net sales of $555 million, up 4% from a year earlier, and earnings per share of $1.37, unchanged from the prior year. Excluding special items, EPS was $1.53 versus $1.55, and the company said it remains on track for mid-single-digit revenue growth for the full year. The company also raised its quarterly dividend 8% to $0.13 per share.
Third-quarter net sales were $555 million, up 4% year over year; reported operating income was $65 million versus $71 million a year earlier.
Consumer & Specialties segment operating income fell 34% to $25 million, driven by higher energy, transportation and raw material costs not fully recovered within the quarter.
On October 13, 2026, the company completed a $400 million private offering of 7.5% senior notes due 2032 and raised its revolving credit facility to $500 million.
The quarterly dividend rises to $0.13 per share, payable December 3, 2026, to holders of record on November 5, 2026.
Propanc Biopharma received a Nasdaq notice on October 23, 2026, saying its common stock no longer meets the $1.00 minimum bid price. Because the company had a reverse stock split in the prior year, it is not eligible for a standard compliance period, and Nasdaq says the stock will be delisted on November 2, 2026 unless the company appeals by October 30, 2026. The company intends to appeal, which would stay the delisting, and says it has since cured the deficiency; a delisting would hurt the stock's liquidity and its ability to raise capital.
Nasdaq notice dated October 23, 2026 cites non-compliance with the $1.00 minimum bid price under Listing Rule 5550(a)(2)
Stock was below $1.00 based on closing bid prices for the 30 consecutive business days before October 21, 2026
Scheduled delisting from The Nasdaq Capital Market on November 2, 2026, unless an appeal to a hearings panel is requested by October 30, 2026
Company intends to request the appeal, which would keep the stock listed until the Panel decides
Iovance updated results from Cohorts 1 and 2 of its Phase 2 IOV-LUN-202 trial in previously treated non-squamous metastatic non-small-cell lung cancer, reporting a 24.6% objective response rate in 69 patients, consistent with the 25.6% previously reported. The company also introduced a retrospectively identified biomarker subgroup with a 59.1% response rate, a precision strategy that could change how the lung cancer program is developed and how the company plans its next trial.
Broader population: 24.6% objective response rate (17 of 69 patients), consistent with the 25.6% rate in 39 patients previously reported.
Retrospective biomarker subgroup (KRAS wild-type, HER2 wild-type, current or former smoker): 59.1% response rate (13 of 22 patients), including both complete responses.
POSITILITY study to begin enrollment in November 2026; supplemental Biologics License Application for non-squamous mNSCLC planned for 2027, subject to FDA discussions.
Southern Missouri Bancorp's Chief Financial Officer, Stefan Chkautovich, resigned effective November 7, 2026, to pursue another professional opportunity. The company's President and Chief Administrative Officer, Matthew T. Funke, a former CFO from 2006 to 2022, will become principal financial officer, and the filing says no new compensation arrangements were made for that role.
Chkautovich, CFO since August 31, 2023, informed the company and Southern Bank of his resignation on October 26, 2026, effective November 7, 2026.
Matthew T. Funke, President and Chief Administrative Officer, was appointed principal financial officer upon the resignation taking effect.
Funke and the company did not enter into, and do not anticipate, any compensatory arrangements for the appointment.
At the October 26, 2026 annual meeting, shareholders re-elected or elected directors Rebecca M. Brooks, David L. McClain and Mary Jane Judy to terms ending in 2029, approved the say-on-pay vote, and ratified FORVIS MAZARS, LLP as auditor fo
ADT Inc. agreed on October 29, 2026 to merge with Abode Parent, LLC, and its subsidiary Abode Merger Sub, Inc., in a deal where each common and Class B share would be converted into $10.00 in cash. The merger requires stockholder approval and other customary conditions, and the company's board unanimously approved the agreement. Shareholders would receive cash for their shares if the deal closes, and the agreement includes a 'go-shop' period that allows ADT to seek rival offers until November 29, 2026.
Merger consideration is $10.00 per share in cash for Common Stock and Class B Common Stock, without interest.
Go-shop period runs until November 29, 2026, with an extension to December 8, 2026 for certain excluded parties.
ADT would pay a termination fee of $227 million, or $114 million if it switches to a superior proposal during the go-shop period or extension; Parent would pay ADT a $473 million termination fee in certain cases.
Either party may terminate if the merger is not completed by July 29, 2027; Apollo Funds provided equity, preferred equity and debt financing commitments.
Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.
Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.
FMC reported third-quarter 2026 revenue of $106 million, down from $542 million a year earlier, and a GAAP net loss of $2.07 billion, or $15.54 per diluted share. The company attributed about $639 million of the revenue hit and about $672 million of the Adjusted EBITDA hit to commercial actions announced October 15, 2026, and lowered its fourth-quarter and full-year outlook, which matters to shareholders because it reduces expected earnings and free cash flow.
Q3 2026 revenue was $106 million versus $542 million in Q3 2025; commercial actions reduced revenue by about $639 million.
Q3 Adjusted EBITDA was negative $559 million versus $236 million a year earlier; GAAP net loss was $2.07 billion.
Q4 2026 Adjusted EBITDA is now forecast at $210 million to $230 million, a 22 percent decline at the midpoint; Q4 Adjusted EPS at $0.56 to $0.70.
Full-year 2026 free cash flow is now expected to be negative $350 million to negative $150 million.
Forum Energy Technologies reported third quarter 2026 revenue of $237 million and adjusted EBITDA of $36 million, and raised its full-year 2026 guidance. GAAP diluted EPS was $0.93, down from $1.05 in the prior quarter, while adjusted diluted EPS was $1.51, up from $1.16.
Q3 2026 revenue of $237 million, up 5% sequentially; orders of $244 million and book-to-bill ratio of 103%
Net income of $11 million and diluted EPS of $0.93, versus a net loss of $21 million in Q3 2025; adjusted diluted EPS of $1.51
Full-year 2026 guidance raised to revenue of $900 million to $920 million and adjusted EBITDA of $123 million to $129 million
Q4 2026 guidance: revenue of $230 million to $250 million and adjusted EBITDA of $33 million to $39 million
Civeo reported third quarter 2026 revenue of $193.1 million, up 13% from a year earlier, and net income of $5.2 million, or $0.50 per diluted share, compared with a net loss of $0.5 million in the same quarter of 2025. The company raised its full year 2026 revenue guidance to $710 million to $720 million and its Adjusted EBITDA guidance to $89 million to $92 million, citing higher Canadian oil sands occupancy.
Q3 2026 revenue $193.1 million, up 13% year over year; Canadian revenue up 38%
Q3 2026 net income $5.2 million ($0.50 per diluted share) versus a net loss of $0.5 million a year earlier
Full year 2026 revenue guidance raised to $710 million to $720 million from $675 million to $700 million; Adjusted EBITDA guidance raised to $89 million to $92 million from $85 million to $90 million
OFA Group reduced the floor price on its Series A Convertible Preferred Shares from $2.00 to $0.20 per Class A Ordinary Share, which increases the number of shares issuable on conversion. The company also sold additional preferred shares to TriCore, Greentree and L&H under its Purchase Agreement, and the floor price change takes effect only after Nasdaq notification, a 15-day waiting period, share reservation and Cayman Islands approvals. Shareholders face a larger potential share count from these conversions, and TriCore is an affiliate controlled by CEO Li Hsien "Larry" Wong.
Floor price reduced from $2.00 to $0.20 per Class A Ordinary Share, with a further automatic reduction scheduled for December 29, 2026
L&H agreed to buy 300 Series A Preferred Shares for $270,000, with the shares to be issued after the Effective Time, which must occur by November 30, 2026
Sales under the Purchase Agreement: 262 shares to TriCore for $235,800 on July 30, 2026, and 111 shares to Greentree for $99,900 on August 3, 2026
Preferred shares convert at the lesser of the fixed conversion price and 90% of the lowest ten-day VWAP, subject to the Floor Price
W&T Offshore reported third quarter 2026 results, with revenue of $167.1 million, up 31% from a year earlier, and a net loss of $13.6 million, or $(0.09) per diluted share, compared with a net loss of $71.5 million a year earlier. Adjusted EBITDA rose 30% year over year to $51.1 million, but it fell 10% from the second quarter, and the company swung from second-quarter net income of $12.6 million to a loss. The company also declared a $0.01 per share dividend for the fourth quarter and converted its credit facility to a reserve-based structure with a potential commitment increase from $50 million to $100 million.
Third quarter revenue $167.1 million, up 31% year over year and 3% from the second quarter; net loss $13.6 million versus $71.5 million a year earlier
Adjusted EBITDA $51.1 million, up 30% year over year but down 10% from $56.6 million in the second quarter
Production averaged 38.2 thousand barrels of oil equivalent per day, up 7% year over year; fourth quarter dividend of $0.01 per share payable November 19, 2026
On October 1, 2026, the credit facility was converted to a reserve-based lending structure with a $50.0 million borrowing base and up to $100.0 million in maximum commitments; annual restricted payments capacity rose to $15.0 million
Covenant Logistics Group reported third-quarter 2026 results with total revenue of $353.9 million, up 19.2% from a year earlier, and diluted earnings per share of $0.40 versus $0.35. Adjusted diluted EPS, a non-GAAP measure, was $0.50 versus $0.44, and the company said it expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
Total revenue was $353.9 million versus $296.9 million in the third quarter of 2025; operating income was $12.5 million versus $7.9 million.
Net income was $10.7 million, or $0.40 per diluted share, compared with $9.1 million, or $0.35, a year earlier.
Net indebtedness fell $12.4 million to about $283.9 million from December 31, 2025.
Management expects a modest sequential increase in earnings per share in the fourth quarter of 2026.
MasTec reported record third quarter 2026 revenue of $5.2 billion and Adjusted EBITDA of $486.4 million, driven by strong growth in its Power Delivery segment. The company updated its full-year 2026 financial guidance, reflecting project timing shifts and customer spending deferrals in its Communications segment. Total 18-month backlog reached a record $24.5 billion, supported by recent acquisitions and utility infrastructure demand.
Third quarter 2026 revenue reached a record $5.2 billion, up 30% year-over-year.
GAAP net income for the third quarter was $167.7 million, with diluted EPS of $1.89 and adjusted diluted EPS of $2.96.
Full year 2026 diluted EPS guidance was updated to a range of $5.69 to $6.01, and adjusted diluted EPS guidance to a range of $8.92 to $9.30.
Record 18-month backlog stood at $24.5 billion as of September 30, 2026, an increase of $7.8 billion year-over-year.
Atomera reported third-quarter 2026 results with no revenue, down from $11 thousand a year earlier and $158 thousand in the prior quarter. The net loss widened to $6.0 million from $5.6 million, though the loss per share improved to $0.15 from $0.17 on a higher share count. Cash, cash equivalents and short-term investments rose to $34.8 million as of September 30, 2026, from $19.2 million at December 31, 2025.
Q3 2026 revenue was $0 versus $11 thousand in Q3 2025 and $158 thousand in Q2 2026.
Net loss was $6.0 million, or $0.15 per share, versus $5.6 million, or $0.17 per share, in Q3 2025.
Adjusted EBITDA loss was $4.6 million versus $4.4 million a year earlier.
Cash and short-term investments totaled $34.8 million at September 30, 2026; shares outstanding were 39.1 million.
Summit Hotel Properties appointed Michael Nieves as Executive Vice President and Chief Financial Officer and promoted Adam Wudel to Executive Vice President and Chief Operating Officer, both effective November 1, 2026. Nieves most recently served as Senior Vice President of Finance and Treasurer at PENN Entertainment, and Wudel has been the Company's Executive Vice President of Corporate Development since 2024, so both changes put the Company's finance and operations leadership in new roles at the same time.
Michael Nieves becomes CFO effective November 1, 2026, with a $450,000 base salary and a time-based restricted stock award valued at $750,000.
Adam Wudel becomes COO effective November 1, 2026, with a $450,000 base salary; he has been with the Company since its 2011 IPO.
Both employment agreements run from November 1, 2026 to November 1, 2027, renewing automatically for one-year terms unless either party gives at least 30 days' notice.
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
Seer's Special Committee of the Board rejected two unsolicited, non-binding acquisition proposals, one from Radoff-JEC Group at $2.55 per share in cash plus a contingent value right and one from CEO Omid Farokhzad at $2.45 per share in cash plus two contingent value rights. The committee said both proposals fail to reflect Seer's intrinsic value, so shareholders will not receive these offers and the company stays independent.
Radoff-JEC Group proposal dated July 28, 2026: $2.55 per share in cash plus a contingent value right, rejected
Farokhzad proposal dated July 29, 2026: $2.45 per share in cash plus two contingent value rights, rejected
Special Committee rejected both proposals unanimously after a review of about three months
Jack Henry & Associates announced that its deconversion revenue for the fiscal first quarter ended September 30, 2026, was $17.9 million. Based on these results, the company estimates fiscal year 2027 deconversion revenue at $30.0 million. This revenue is largely driven by client acquisitions resulting in contract terminations and is excluded from non-GAAP revenue.
Fiscal first quarter ended September 30, 2026, deconversion revenue was $17.9 million.
Deconversion revenue estimate for fiscal year 2027 is $30.0 million.
Deconversion revenue is excluded from non-GAAP revenue reported in earnings releases.
CubeSmart and its operating partnership entered into a $300 million unsecured term loan with PNC Bank as administrative agent, fully funded at closing. Proceeds were used to repay amounts drawn under the company's unsecured revolving credit facility, which adds term debt maturing in January 2031 in place of revolver borrowings.
Term loan of $300 million dated October 26, 2026, matures January 10, 2031, with a one-time option to extend one year for an extension fee of 0.125%
Priced at 0.800% over daily simple SOFR, with no SOFR floor, based on credit ratings and leverage as of June 30, 2026
Lenders may provide additional term loans bringing total borrowings under the facility to up to $1.0 billion, but no lender is obligated to do so
Loan includes leverage and fixed charge coverage covenants; the company and operating partnership are jointly and severally obligated
Federated Hermes reported third quarter 2026 earnings per diluted share of $1.50, up from $1.34 a year earlier, on revenue of $507.3 million, up 8%. Equity assets reached a record $110.5 billion, and the board declared a $0.38 per share dividend, but total managed assets fell 3% from June 30, 2026.
Q3 2026 net income was $111.9 million, compared with $104.1 million in Q3 2025.
Revenue rose $37.9 million, or 8%, year over year, helped by higher average equity assets and the Q2 2026 acquisition of FCP Fund Manager, L.P.
Total managed assets were $884.4 billion at Sept. 30, 2026, down $27.2 billion or 3% from June 30, 2026.
The board declared a $0.38 per share dividend, payable Nov. 13, 2026 to shareholders of record as of Nov. 6, 2026.
At an annual meeting on October 29, 2026, Stellar V Capital Corp. shareholders approved an amendment extending the deadline to complete a business combination from October 31, 2026 to July 31, 2027, or an earlier date set by the board. The company also entered non-redemption agreements with certain shareholders intended to keep more funds in its trust account, under which those investors may receive Class A ordinary shares at no additional cost after a business combination closes.
Combination Period extended from October 31, 2026 to July 31, 2027, or an earlier date set by the board
Non-redemption agreements: eligible investors may receive one Class A ordinary share for every five Investor Shares held, after closing of an initial business combination
Agreements terminate on events including failure of the extension vote, liquidation, or mutual agreement
Form of Non-Redemption Agreement filed as Exhibit 10.1
Stablecoin Development Corp (SDEV) reported third-quarter net income of $50.4 million, or $0.23 per share, driven mainly by a $58.8 million non-cash unrealized gain on its SKY token holdings. The company's SKY value has since fallen about 13%, and it sold shares through its at-the-market program for about $45.9 million in net proceeds after quarter end, which adds dilution for existing shareholders.
Q3 net income of $50.4 million, or $0.23 per basic and diluted share, driven by a $58.8 million non-cash unrealized gain as SKY price rose about 49%
Q3 staking revenue of $2.1 million against general and administrative expenses of $5.0 million, including $3.3 million of non-cash stock-based compensation
SKY price fell from $0.07764 at September 30, 2026 to $0.06761 at October 26, 2026; holdings of approximately 2.33 billion tokens were valued at about $157.6 million
Shares sold under the ATM Program from quarter end through October 26, 2026 totaled 15,801,547 for about $45.9 million in net proceeds
Quaker Chemical reported third-quarter 2026 results, with net sales of $544.5 million, up 10% from $493.8 million a year earlier, driven mainly by higher selling prices and new business wins. GAAP net income was $30.0 million, or $1.73 per diluted share, slightly below $30.5 million, or $1.75, in the prior-year quarter, while non-GAAP EPS rose to $2.39 from $2.08. Management expects fourth-quarter revenue and adjusted EBITDA to rise year over year but fall from the third-quarter level.
Net sales were $544.5 million, up 10% year over year; selling price and product mix contributed 7 points and sales volumes 3 points.
GAAP net income was $30.0 million, or $1.73 per diluted share, versus $30.5 million, or $1.75, in Q3 2025.
Non-GAAP EPS was $2.39 versus $2.08; adjusted EBITDA was $89.8 million, up about 8%.
For Q4 2026, management expects revenue and adjusted EBITDA to improve year over year but decline sequentially; it expects raw material costs to stay elevated through year-end.
New Fortress Energy said it agreed to lease ten mobile turbines that can generate up to 300 megawatts to a US-based investment-grade company for an initial period of five years. The company expects the deal to be accretive to earnings and to enhance its liquidity profile, and it also confirmed that its FLNG 1 liquefier remains on track to return to service in the fourth quarter of 2026.
Ten mobile turbines, up to 300 megawatts, leased for an initial five-year period
Turbines to be delivered in stages beginning in the fourth quarter of 2026, finalized in the first quarter of 2027
Company expects the transaction to be accretive to earnings and enhance liquidity; no dollar figures disclosed
FLNG 1 liquefier remains on track to return to service in the fourth quarter of 2026
Cousins Properties reported third-quarter 2026 results, with FFO of $123.8 million, or $0.75 per share, up from $116.5 million, or $0.69 per share, a year earlier. The company raised its 2026 FFO guidance to $2.95 to $2.99 per share from $2.92 to $2.98, which matters to shareholders because it signals higher expected recurring cash earnings for the year.
Q3 2026 net income available to common stockholders was $17.0 million, or $0.10 per share, versus $8.6 million, or $0.05 per share, in Q3 2025.
2026 FFO per share guidance raised to $2.95 to $2.99 from $2.92 to $2.98; net income guidance raised to $0.14 to $0.18 per share from $0.08 to $0.14.
Nine-month net income available to common stockholders was $18.3 million, or $0.11 per share, down from $44.0 million, primarily due to an impairment charge.
Same property cash-basis NOI rose 7.4% in Q3 2026, and the company sold One Eleven Congress in Austin for a gross sales price of $208.0 million.
PennyMac Mortgage Investment Trust reported a third-quarter 2026 net loss attributable to common shareholders of $36 million, or $(0.41) per share, compared with $20 million of net income in the prior quarter. The board also raised its share repurchase authorization from $500 million to $630 million, and CEO David Spector said the company expects to reduce its dividend in favor of buybacks; CFO Daniel Perotti will be succeeded by Kevin Ryan on January 1, 2027.
Q3 2026 net loss attributable to common shareholders was $36 million, or $(0.41) per share, versus net income of $20 million in Q2 2026 and $48 million in Q3 2025.
Adjusted EPS was $0.35, up from $0.25 in Q2 2026 but down from $0.37 in Q3 2025.
Book value per share was $14.03 at September 30, 2026, down from $14.83 at the prior quarter end.
Kevin Ryan will become CFO on January 1, 2027; Daniel Perotti resigns as CFO effective December 31, 2026 and will serve in an advisory role. The board raised the buyback authorization to $630 million on October 26, 2026.
Cherry Hill Mortgage Investment Corporation reported a GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per share, for the quarter ended September 30, 2026, compared with net income of $1.3 million, or $0.04 per share, in the prior quarter. Earnings available for distribution fell slightly to $5.2 million, or $0.14 per diluted share, and book value per share was $2.73, while the company's pending merger with TPG Mortgage Investment Trust continues and no earnings call will be held.
GAAP net loss applicable to common stockholders of $3.9 million, or $0.11 per diluted share, for Q3 2026, versus net income of $1.3 million, or $0.04 per diluted share, for Q2 2026
Earnings available for distribution of $5.2 million, or $0.14 per diluted share, versus $5.5 million, or $0.15 per diluted share, in Q2 2026
Common book value per share of $2.73 at September 30, 2026; regular common dividend of $0.10 per share declared, payable October 30, 2026
Merger agreement with TPG Mortgage Investment Trust, announced August 10, 2026, has an implied transaction value of $117.5 million; no webcast or conference call will be held due to the pending deal
Veralto Corporation announced its third quarter 2026 financial results, reporting sales of $1.509 billion and net earnings of $253 million, alongside positive core sales growth. Driven by these performance results and early gains from its cost optimization program, the company raised its full-year 2026 adjusted earnings per share guidance.
Sales increased 7.5% year-over-year to $1,509 million for the third quarter ended October 2, 2026.
Net earnings were $253 million, or $1.03 per diluted common share.
Full-year 2026 adjusted diluted earnings per share guidance was raised to a range of $4.49 to $4.52.
The company deployed $1.1 billion on four strategic acquisitions and repurchased $550 million of shares year-to-date.
OFS Capital Corporation reported a third quarter 2026 loss of $0.86 per common share, compared with earnings of $0.42 per share in the prior quarter, and net investment income fell to $0.05 per share from $0.08. Net asset value per share dropped from $8.41 to $7.38, mainly due to a $0.89 per share net loss on investments and a $0.17 quarterly distribution that exceeded net investment income. A lawsuit filed October 26, 2026 by Pfanstiehl Holdings challenges the October 5 transaction that moved a stake in Pfanstiehl out of a wholly owned subsidiary, and seeks to unwind it.
Net investment income was $0.05 per share for the quarter ended September 30, 2026, down from $0.08 in the quarter ended June 30, 2026
Loss per share was $0.86 for the quarter, versus earnings of $0.42 per share in the prior quarter
Net asset value per share fell to $7.38 as of September 30, 2026, from $8.41 as of June 30, 2026
The board declared a fourth quarter 2026 distribution of $0.17 per share, payable January 7, 2027 to holders of record as of December 18, 2026
Delek US Holdings' board approved a quarterly dividend of $0.30 per share, up about 18% from the prior $0.255 per share. The dividend is payable November 18, 2026, to holders of record on November 10, 2026, giving shareholders a higher cash payout per share.
Quarterly dividend of $0.30 per share, up from $0.255 per share, an increase of about 18%
Record date November 10, 2026; payment date November 18, 2026
Filing contains no earnings, guidance, or other financial results
Rhinebeck Bancorp reported third-quarter 2026 net income of $3.2 million, or $0.21 per diluted share, up 17.0% from $2.7 million a year earlier. The gain was driven mainly by higher net interest income, partly offset by higher non-interest expense, and follows the July 21, 2026 second-step conversion that raised $88.8 million in gross proceeds.
Q3 2026 net income $3.2 million ($0.21 per diluted share) vs. $2.7 million ($0.18) in Q3 2025
Net interest income rose 8.1% to $13.0 million; net interest margin fell 14 basis points to 3.79%
Nine-month net income of $8.0 million, up 3.6% from the same period in 2025
Second-step conversion completed July 21, 2026; stockholders' equity rose to $220.8 million
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