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).
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.
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.
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
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.
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.
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.
Silgan reported third-quarter 2026 net sales of $2.04 billion, up 2%, but GAAP net income fell to $105.0 million, or $0.99 per diluted share, from $113.3 million, or $1.06, a year earlier. Adjusted EPS rose to $1.31 from $1.22, and the company narrowed its 2026 adjusted EPS estimate to $3.83 to $3.93 from $3.73 to $3.93, which raises the midpoint.
Net sales were $2.04 billion, up $31.5 million or 2%, mainly from passing through higher raw material costs to customers.
GAAP net income was $105.0 million ($0.99 per diluted share) versus $113.3 million ($1.06) in Q3 2025; EBIT was $191.7 million, down $7.0 million.
Adjusted EPS was $1.31 versus $1.22; the 2026 adjusted EPS estimate was revised to $3.83 to $3.93 from $3.73 to $3.93.
Q4 2026 adjusted EPS is estimated at $0.76 to $0.86; 2026 free cash flow is still expected to be approximately $450 million.
Pebblebrook Hotel Trust reported a third-quarter 2026 net loss of $54.6 million, compared with a $32.4 million loss a year earlier, after $77.3 million of non-cash impairment charges. Adjusted FFO per diluted share rose to $0.63 from $0.51, and the company raised its full-year Adjusted EBITDAre outlook by $16.3 million at the midpoint, while its full-year net loss outlook changed to ($60.5) to ($56.5) million.
Q3 Same-Property RevPAR rose 8.3% and Same-Property Total Revenues rose 6.9% to $400.6 million.
Q3 Adjusted FFO per diluted share was $0.63 versus $0.51 a year earlier; Adjusted EBITDAre was $107.9 million.
Full-year 2026 Adjusted EBITDAre outlook is $363.3 million to $367.3 million, and Adjusted FFO per diluted share outlook is $1.88 to $1.92.
The company sold The Hotel Zags in Portland for $10.0 million on October 8, 2026, and repurchased 1.2 million common shares for $20.9 million in Q3.
Hercules Capital reported third-quarter 2026 results, with total investment income up 1.5% year-over-year to $140.1 million, but net investment income fell to $87.3 million, or $0.47 per share, from $88.6 million, or $0.49 per share, a year earlier. The company attributed the NII decline mainly to lower early loan repayments and higher interest expense, and it declared a $0.47 per share third-quarter distribution payable November 17, 2026. Nine-month total investment income and NII both reached records, at $430.8 million and $268.4 million.
Q3 2026 NII was $87.3 million, or $0.47 per share, versus $88.6 million, or $0.49 per share, in Q3 2025.
Total investment income was $140.1 million, up from $138.1 million in Q3 2025.
Board declared a $0.47 per share distribution with an ex-dividend and record date of November 10, 2026, payable November 17, 2026.
Net asset value per share was $12.26, up 0.9% from Q2 2026; year-to-date new commitments were $3.44 billion, up 20.0%.
Universal Logistics Holdings reported third-quarter 2026 operating revenues of $394.0 million, down from $396.8 million a year earlier, and net income of $18.1 million, or $0.69 per diluted share, compared with a net loss of $117.9 million last year that included $124.4 million in non-cash impairment charges. The board also declared a quarterly dividend of $0.105 per share, payable January 6, 2027, and the company extended its revolving credit facility through September 30, 2029.
Q3 2026 operating revenues of $394.0 million vs. $396.8 million in Q3 2025; income from operations of $32.8 million vs. a loss of $117.4 million
Diluted EPS of $0.69 vs. a loss of $4.48 a year earlier; prior-year results included $124.4 million in impairment charges
Revolving credit facility reduced from $500.0 million to $350.0 million and extended to September 30, 2029; Debt - net of $678.1 million at October 3, 2026
Cash dividend of $0.105 per share, record date December 1, 2026, payable January 6, 2027
Silvercrest reported third-quarter 2026 revenue of $32.7 million, up 4.5% from a year earlier, and GAAP basic and diluted EPS of $0.08, up from $0.07. Adjusted EPS fell to $0.16 from $0.19, and discretionary assets under management declined to $23.8 billion at September 30, 2026, after weaker markets. For the nine months, revenue rose 1.6% but net income attributable to Silvercrest fell to $1.1 million from $5.0 million, so shareholders see higher sales alongside lower profit.
Q3 2026 revenue $32.7 million vs. $31.3 million in Q3 2025; Q3 adjusted EBITDA $4.4 million vs. $4.5 million
Q3 GAAP diluted EPS $0.08 vs. $0.07; adjusted diluted EPS $0.16 vs. $0.19
Nine-month net income attributable to Silvercrest $1.1 million vs. $5.0 million; nine-month adjusted EBITDA $11.6 million vs. $16.8 million
Discretionary AUM $23.8 billion at September 30, 2026, down from $24.3 billion a year earlier; quarterly dividend of $0.21 per Class A share payable December 18, 2026
Alphatec reported third-quarter 2026 revenue of $221 million, up 13% year-over-year, with a GAAP net loss of $5 million versus $29 million a year earlier. CEO Pat Miles said revenue fell short of the company's expectations, mainly due to lower biologics attachment, while surgical hardware and case volumes grew. The company now expects full-year 2026 total revenue of approximately $862 million and adjusted EBITDA of approximately $137 million.
Total revenue $221 million, up 13% year-over-year; surgical revenue $202 million, up 14%
GAAP net loss $5 million versus $29 million a year earlier; non-GAAP net income $15 million
Innovex International reported third-quarter 2026 revenue of $265 million, up 10% from a year earlier, and Adjusted EBITDA of $55 million, up from $44 million. Net income fell to $26 million from $39 million a year earlier, and diluted EPS was $0.37 versus $0.57, so shareholders see higher sales alongside lower GAAP profit. The company also guided fourth-quarter 2026 revenue to $260 million to $270 million and Adjusted EBITDA to $53 million to $58 million.
Q3 2026 revenue was $265 million, up 8% from Q2 2026 and up 10% from Q3 2025.
Net income was $26 million versus $39 million in Q3 2025; diluted EPS was $0.37 versus $0.57.
Income from operations was $32 million, down from $62 million a year earlier.
Q4 2026 guidance: revenue of $260 million to $270 million and Adjusted EBITDA of $53 million to $58 million.
On October 29, 2026, CervoMed announced two peer-reviewed publications on neflamapimod for dementia with Lewy bodies (DLB). The placebo-controlled RewinD-LB Phase 2b trial, published in Alzheimer's Research & Therapy, did not confirm the Phase 2a results on its primary outcome in the full patient population, though the company cites subgroup and biomarker findings it says support further development.
RewinD-LB trial (159 patients) did not confirm the Phase 2a AscenD-LB primary outcome, change in CDR-SB, in the full intention-to-treat population.
In patients without Alzheimer's co-pathology (pTau181 <23 pg/mL), the placebo-adjusted CDR-SB difference was −0.51 points (95% CI: −1.16 to 0.13).
Discontinuation due to adverse events was 2.5% with neflamapimod and 1.3% with placebo.
The company is focused on identifying a strategic partner to advance neflamapimod into a Phase 3 trial in DLB.
CNO Financial Group reported third quarter 2026 net income of $161 million, or $1.71 per diluted share, up from $23.1 million, or $0.24, a year earlier. The company raised its full-year 2026 operating EPS guidance, with the midpoint up 9% from prior guidance. Total revenues fell to $1,086.0 million from $1,188.7 million, and $44.9 million of favorable significant items from the annual actuarial review boosted results.
Net operating income was $179.1 million, or $1.90 per diluted share, up 47% from $1.29 in 3Q25.
2026 operating EPS guidance midpoint raised 9% from prior guidance.
Total revenues were $1,086.0 million, compared with $1,188.7 million in 3Q25.
Significant items from the comprehensive annual actuarial review added $44.9 million, or $0.48 per diluted share, to 3Q26 results.
Erie Indemnity reported third quarter 2026 net income of $182.0 million, or $3.48 per diluted share, compared with $182.9 million, or $3.50 per diluted share, in the third quarter of 2025. For the first nine months of 2026, net income rose to $512.8 million, or $9.80 per diluted share, from $496.0 million, or $9.48 per diluted share, a year earlier.
Q3 2026 total operating revenue was $1,069.9 million, up from $1,066.7 million in Q3 2025.
Q3 2026 income before income taxes was $232.8 million, essentially unchanged from $232.8 million in Q3 2025.
Nine-month 2026 net income was $512.8 million, or $9.80 per diluted share, versus $496.0 million, or $9.48 per diluted share, in the first nine months of 2025.
Class A dividend declared was $1.4625 per share for Q3 2026, up from $1.365 per share in Q3 2025.
ACCO Brands reported third-quarter 2026 net sales of $380.3 million, down 0.9 percent from a year earlier, while operating income rose 16.5 percent to $30.3 million and adjusted EPS rose to $0.28 from $0.21. Net tariff refunds of $0.11 per diluted share contributed to the profit gain, and the company raised its full-year 2026 outlook to reflect the refunds and the Trust acquisition, which closed on October 1, 2026.
Q3 net sales were $380.3 million, down 0.9 percent, with comparable sales down 6.2 percent
Diluted EPS was $0.12 versus $0.04 a year earlier; adjusted EPS was $0.28 versus $0.21, including $0.11 per share of net tariff refunds
Full-year 2026 adjusted EPS outlook is $0.98 to $1.02, including $0.12 from the tariff refund
Trust acquisition closed October 1, 2026; consolidated leverage ratio was 3.6x at September 30, 2026
Nasdaq's Hearings Panel granted CID HoldCo (Nasdaq: DAIC) continued listing, notified the company on October 28, 2026, but requires an application to transfer the listing to The Nasdaq Capital Market by November 2, 2026. The filing also reports that the Envoy Technologies acquisition closed on October 9, 2026, and that BladeRanger's designee, Avi Cohen, joined the board on October 23, 2026, so shareholders face a conditional listing outcome alongside a completed acquisition.
Nasdaq Hearings Panel granted continued listing, subject to submitting a transfer application to The Nasdaq Capital Market on or before November 2, 2026
Company closed the acquisition of 100% of Envoy Technologies' capital stock on October 9, 2026, paid in common stock and newly authorized Series C Convertible Non-Redeemable Preferred Stock
Avi Cohen appointed to the board on October 23, 2026, to Class I, serving until the 2029 Annual Meeting; filing states he is independent
Company filed its delinquent Form 10-Q for the quarter ended June 30, 2026, and issued a press release on October 29, 2026
Penumbra reported third quarter 2026 revenue of $410.1 million, representing a 15.6% increase compared to the third quarter of 2025. Net income for the quarter was $42.3 million, down from $45.9 million in the prior year period. Due to the pending acquisition by Boston Scientific Corporation, the company did not provide full-year 2026 financial guidance.
Revenue reached $410.1 million in the third quarter of 2026, up 15.6% year-over-year.
Global thrombectomy revenue grew 18.1% to $279.2 million for the quarter ended September 30, 2026.
Net income for the third quarter of 2026 was $42.3 million, yielding diluted net income per share of $1.07.
Operating expenses totaled $229.6 million, including $7.1 million in acquisition-related expenses tied to the pending Boston Scientific transaction.
Rezolute, Inc. released an investor presentation on its website on October 29, 2026, and furnished it as Exhibit 99.1 to this Form 8-K. The presentation covers its lead candidate ersodetug for congenital and tumor hyperinsulinism, and restates the sunRIZE Phase 3 results, which missed the primary endpoint, alongside an upLIFT tumor HI interim update and an estimated market opportunity above $5 billion.
Company reports $108 million in cash with runway through Q1 2028.
sunRIZE Phase 3 primary endpoint (SMBG weekly hypoglycemia events) was not met; CGM reductions were reported at both doses, with the week 24 result not statistically significant (p=0.30 at 10 mg/kg).
upLIFT interim: 7 of the initial 8 participants met the primary endpoint; topline results are expected mid-December 2026.
Presentation cites about 2,000 addressable congenital HI patients and about 6,000 combined U.S. patients, with a combined opportunity exceeding $5 billion.
Floor & Decor reported third-quarter fiscal 2026 net sales of $1,214.6 million, up 3.0%, and diluted EPS of $0.61, up 15.1%, but comparable store sales declined 1.4%. Adjusted diluted EPS for the first 39 weeks fell 0.6% to $1.55 after excluding one-time tariff refunds, and the company issued fiscal 2026 guidance that includes a 53rd week. The filing also discloses board changes: Chair Thomas Taylor will become non-executive Chair on January 1, 2027, and Lead Director Norman Axelrod will retire at the 2027 annual meeting.
Q3 net sales of $1,214.6 million rose 3.0% from $1,179.5 million; comparable store sales decreased 1.4%.
Q3 diluted EPS of $0.61 rose 15.1% from $0.53; 39-week adjusted diluted EPS of $1.55 fell 0.6% from $1.56.
Fiscal 2026 outlook: net sales of $4,765 million to $4,835 million and diluted EPS of $2.19 to $2.29, including a 53rd week. The filing does not state the prior outlook.
Thomas Taylor moves from Executive Chair to non-executive Chair effective January 1, 2027; Lauren Taylor Wolfe joins the board February 1, 2027.
Hamilton Insurance Group reported third quarter 2026 net income of $81.5 million, or $0.81 per diluted share, down from $136.2 million, or $1.32 per diluted share, a year earlier. Gross premiums written rose 17.3% to $819.7 million, but underwriting income fell to $15.5 million from $64.1 million, and the combined ratio rose to 97.3% from 87.8%. Operating income, a non-GAAP measure, rose to $179.9 million, or $1.78 per diluted share, from $123.1 million, or $1.20 per diluted share, a year earlier.
Net income of $81.5 million, or $0.81 per diluted share, versus $136.2 million, or $1.32, in Q3 2025
Operating income of $179.9 million, or $1.78 per diluted share, versus $1.20 in Q3 2025
Gross premiums written up 17.3% to $819.7 million; combined ratio 97.3% versus 87.8%
Nine-month net income of $358.8 million, or $3.54 per diluted share, versus $404.5 million, or $3.88, in 2025
Unifi reported fiscal first-quarter 2027 net sales of $127.9 million, down 5.7% from a year earlier, while its net loss narrowed to $2.0 million from $11.4 million. The company also closed a $60.0 million sale of non-strategic Yadkin County, North Carolina real estate on October 28, 2026, and used the proceeds to repay its $55.5 million term loan, which management cites as progress on reducing debt.
Net sales were $127.9 million, down from $135.7 million, which the company attributed to tepid customer ordering in the Americas and Asia segments.
Gross profit rose to $12.5 million from $3.4 million; net loss was $2.0 million, or $0.11 per share, versus $11.4 million, or $0.62 per share.
The Yadkin County real estate sale closed on October 28, 2026 for $60.0 million in cash, and net proceeds repaid the $55.5 million term loan.
At the October 27, 2026 annual meeting, shareholders elected all eight director nominees and approved the advisory executive pay vote with 5,762,943 votes for and 2,365,861 against.
Bright Horizons reported third-quarter 2026 revenue of $841.5 million, up 5%, but a net loss of $230.7 million, driven mainly by a $290.0 million goodwill impairment tied to its international full service operations. The company also revised its 2026 guidance to about $3.07 billion in revenue and diluted adjusted earnings per share of $4.98 to $5.03, and director Mary Ann Tocio will retire effective December 1, 2026, with Seth Siegel joining the board on that date.
Q3 2026 revenue rose 5% to $841.5 million; net loss was $230.7 million, or $4.76 per diluted share, versus net income of $78.6 million, or $1.37 per diluted share, a year earlier
Diluted adjusted earnings per share rose 15% to $1.80; adjusted net income fell 3% to $87.5 million
Revised 2026 outlook: revenue of about $3.07 billion and diluted adjusted EPS of $4.98 to $5.03
Board changes: Mary Ann Tocio retires effective December 1, 2026; Seth Siegel appointed effective the same day and to the Audit Committee
Immuneering reported a third-quarter 2026 net loss of $24.2 million, or $0.37 per share, up from $15.0 million in the same quarter of 2025, as research and development spending rose to $20.7 million. The company said its cash runway now extends into the fourth quarter of 2028, but cash, cash equivalents and marketable securities fell to $166.1 million from $217.0 million at December 31, 2025, and the filing reports no revenue.
Q3 2026 net loss was $24.2 million ($0.37 per share), versus $15.0 million ($0.38 per share) in Q3 2025.
R&D expenses were $20.7 million in Q3 2026, compared with $10.9 million a year earlier, citing higher clinical costs and personnel.
Cash, cash equivalents and marketable securities were $166.1 million at September 30, 2026, down from $217.0 million at December 31, 2025.
Phase 3 MAPKeeper 301 enrollment target expanded from 510 to 570 patients; the mid-2028 topline readout may be accelerated.
Coursera reported third quarter 2026 revenue of $377 million, up 94% from a year earlier, following its May 11, 2026 combination with Udemy. The company posted a GAAP net loss of $25.6 million, wider than the $8.6 million loss a year earlier, while non-GAAP net income rose to $57.1 million, and it narrowed its full-year 2026 revenue outlook to $1.229 billion to $1.237 billion.
Q3 revenue was $376.7 million versus $194.2 million a year earlier; Enterprise revenue was $200.9 million, up 214%.
GAAP net loss was $25.6 million, or $0.10 per share, including $30.8 million of merger, integration and restructuring costs.
Non-GAAP net income was $57.1 million, or $0.21 per diluted share, versus $16.7 million a year earlier; Q3 free cash flow was $4.6 million.
Q4 2026 revenue guidance is $358 million to $366 million; Coursera repurchased $102 million of stock in Q3 and more than $215 million since May 2026 under a $500 million authorization.
SPX Technologies reported third-quarter 2026 revenue of $714.5 million, up 20.5%, and GAAP net income of $81.9 million, up 30.6%. It raised its full-year revenue forecast to $2.745 billion to $2.805 billion but lowered its adjusted EBITDA range to $625 million to $645 million and its adjusted EPS top end to $8.50, which matters to shareholders because profit guidance moved down even as sales guidance moved up.
Q3 2026 revenue $714.5 million, up 20.5%; GAAP EPS $1.62, up 25.6%; adjusted EPS $2.21, up 20.1%
Full-year revenue guidance raised to $2.745 billion to $2.805 billion, from $2.705 billion to $2.765 billion
Adjusted EBITDA guidance lowered to $625 million to $645 million, from $630 million to $660 million; adjusted EPS range now $8.20 to $8.50, from $8.20 to $8.60
Total debt was $1,334.7 million at September 26, 2026, up from $501.6 million at December 31, 2025
Columbia Financial reported third-quarter 2026 GAAP net income of $5.2 million, or $0.02 per share, down from $14.9 million, or $0.07 per share, a year earlier. The result was hit by a $40.8 million securities loss and $30.6 million in merger-related expenses tied to its Northfield Bancorp acquisition, completed July 20, 2026. Core net income, a non-GAAP measure, rose to $40.6 million, or $0.16 per share, from $15.4 million, and the board declared a $0.05 per share quarterly dividend.
GAAP net income was $5.2 million ($0.02 per share) for the quarter ended September 30, 2026, versus $14.9 million ($0.07 per share) a year earlier.
Core net income was $40.6 million ($0.16 per share) for the quarter, versus $15.4 million ($0.07 per share) a year earlier.
Nine-month GAAP net income was $32.8 million ($0.14 per share), versus $36.1 million ($0.16 per share) for the same period of 2025.
Quarterly cash dividend of $0.05 per share is payable November 25, 2026, to shareholders of record as of November 10, 2026.
Stryker Corporation announced its third quarter 2026 operating results, reporting a 7.7% increase in net sales to $6.5 billion alongside a decline in reported net earnings. The company updated its full year 2026 guidance, now expecting organic net sales growth in the range of 6.5% to 7.0%. Additionally, the Board of Directors approved a $3.0 billion increase to the share repurchase program following $1.0 billion in repurchases during the quarter.
Reported net sales increased 7.7% to $6.5 billion for the third quarter of 2026.
Reported net earnings decreased 12.3% to $753 million, or $1.96 per diluted share, while adjusted diluted EPS increased 10.3% to $3.52.
Full year 2026 organic net sales growth is now expected to be in the range of 6.5% to 7.0%.
Stryker repurchased $1.0 billion of its common stock in the third quarter of 2026 and expanded its share repurchase program by $3.0 billion in October 2026.
Roblox reported third-quarter 2026 revenue of $1.6 billion, up 16% year-over-year, while bookings of $1.7 billion fell 12%, though bookings beat the high end of its guidance range. The company also guided fourth-quarter bookings to a 10% to 15% year-over-year decline, which matters to shareholders because bookings are the company's leading indicator of future revenue.
Q3 2026 revenue was $1.6 billion, up 16% year-over-year; bookings were $1.7 billion, down 12% year-over-year
Daily active users were 138 million, down 9% year-over-year; consolidated net loss was $230 million versus $258 million in Q3 2025
Q4 2026 guidance: revenue of $1,470 million to $1,580 million (4% to 12% growth) and bookings of $1,890 million to $2,000 million (down 10% to 15%)
Company repurchased 4.4 million shares for approximately $200 million in Q3 and has about $2.4 billion of authorization remaining
PTC Therapeutics reported third-quarter 2026 total revenue of $358 million, up from $211.0 million a year earlier, and raised its full-year 2026 total and product revenue guidance. The company also recorded a net loss of $51.7 million, compared with net income of $15.9 million in the prior-year quarter, after a $111.0 million acquired in-process R&D charge for the ST-920 Fabry gene therapy.
Q3 2026 total revenue was $357.8 million, versus $211.0 million in Q3 2025; Sephience net product revenue was $181.9 million.
Net loss was $51.7 million ($0.62 per share) versus net income of $15.9 million a year earlier, including the $111.0 million ST-920 charge.
Full-year 2026 product revenue guidance was raised to $960 to $990 million from $850 to $950 million; total revenue guidance is $1.29 to $1.32 billion.
Cash, cash equivalents and marketable securities were $2,127.9 million on September 30, 2026.
Olin reported third quarter 2026 net income of $14.4 million, or $0.13 per diluted share, down from $42.8 million, or $0.37 per share, a year earlier, while sales rose to $1,747.7 million from $1,713.2 million. Adjusted EBITDA fell to $191.4 million from $222.4 million, and the company expects fourth quarter 2026 adjusted EBITDA of $80 million to $100 million. Olin also said its merger with Huntsman is now expected to close in the first quarter of 2027.
Q3 2026 net income $14.4 million ($0.13 per diluted share) vs. $42.8 million ($0.37) in Q3 2025
Q3 2026 sales $1,747.7 million vs. $1,713.2 million; adjusted EBITDA $191.4 million vs. $222.4 million
Fourth quarter 2026 adjusted EBITDA expected in the range of $80 million to $100 million
Shareholders of both companies approved the Huntsman merger and the HSR waiting period expired; closing now expected in Q1 2027
Weyerhaeuser Company posted third quarter 2026 net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.9 billion. Adjusted EBITDA increased to $248 million compared to $217 million in the third quarter of 2025.
Generated net earnings of $61 million, or $0.08 per diluted share, on net sales of $1.86 billion for the quarter ended September 30, 2026.
Achieved Adjusted EBITDA of $248 million, representing a 14 percent increase compared with $217 million in the third quarter of 2025.
Entered into an agreement in October to divest approximately 81,000 acres of non-core timberlands in Arkansas for $146 million, with closing expected in the fourth quarter.
Reddit, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting $895 million in revenue and $283 million in net income, alongside significant growth in daily and weekly active users. However, the company also disclosed that search referral traffic declines have continued into the fourth quarter, which could potentially impact future user metrics. Shareholders also received guidance for fourth-quarter revenue between $1.0 billion and $1.03 billion.
Revenue increased 53% year-over-year to $895 million for the quarter ended September 30, 2026.
Net income reached $283 million, with diluted earnings per share at $1.40.
Global Daily Active Uniques grew 12% year-over-year to 130.3 million.
Fourth-quarter 2026 revenue is estimated to be in the range of $1,000 million to $1,030 million.
Intel Corporation reported third-quarter 2026 revenue of $16.5 billion, representing a 21 percent increase year-over-year, alongside GAAP diluted earnings per share of $0.60. For the fourth quarter of 2026, the company expects revenue between $15.0 billion and $16.0 billion and GAAP diluted earnings per share of $0.10.
Third-quarter 2026 revenue reached $16.5 billion, up 21% year-over-year.
Data Center and AI revenue grew 78% year-over-year to $7.3 billion in the third quarter.
Fourth-quarter 2026 revenue is forecast to be between $15.0 billion and $16.0 billion.
FedEx Freight reported financial results for the four-month transition period ended September 30, 2026, delivering revenue of $3.3 billion and diluted EPS of $1.54. The company also raised its full transition period revenue forecast to a range of $5.58 billion to $5.65 billion while providing its initial outlook for the quarter ending December 31, 2026.
Revenue for the four-month transition period ended September 30, 2026, reached $3.3 billion, representing a 9.2% increase year-over-year.
Operating income for the four-month period was $383 million, while adjusted operating income grew 16.4% to $510 million.
The company updated its transition period revenue outlook to $5.58 billion to $5.65 billion, exceeding its original growth forecast of 4% to 6%.
Capital expenditures for the four-month transition period totaled $151 million, with full transition period capital expenditures expected to be approximately $365 million.
Starbucks reported fourth-quarter net revenues of $9.1 billion, down 4% due to the China retail operations transaction, while global comparable coffeehouse sales rose 7.2%. For the full fiscal year 2026, net revenues increased 2% to $37.9 billion, and the company issued fiscal year 2027 guidance expecting consolidated net revenues to decline by approximately 1%.
Global comparable coffeehouse sales increased 7.2% in Q4 and 6.2% for the full fiscal year 2026.
Q4 consolidated net revenues decreased 4% to $9.1 billion, while full-year net revenues increased 2% to $37.9 billion.
Q4 GAAP EPS was $0.59 and non-GAAP EPS was $0.80.
Fiscal year 2027 guidance projects non-GAAP EPS of $3.15 to $3.25.
Medallion Financial reported third-quarter 2026 net income attributable to stockholders of $2.4 million, or $0.10 per diluted share, down from $7.8 million, or $0.32, a year earlier. Net interest income rose 5% to $58.4 million and loan originations grew 41%, but the company said large upfront day-one loan loss provisions were a major reason earnings fell.
Net income attributable to stockholders was $2.4 million, or $0.10 per diluted share, versus $7.8 million, or $0.32, in the prior-year quarter.
Net interest income rose 5% to $58.4 million, while the provision for credit losses increased to $30.8 million from $18.6 million.
Net interest margin fell to 7.34% from 8.21%; loan originations grew 41% to $603.9 million.
On October 27, 2026, the board approved a new $40 million stock repurchase program; the quarterly dividend is $0.14 per share, payable November 19, 2026.
Pinterest reported third-quarter 2026 revenue of $1,174 million, up 12% year over year, and a record 661 million monthly active users. GAAP net income fell to $22 million from $92 million a year earlier, and it guided fourth-quarter revenue to $1,425 million to $1,475 million. Shareholders get stronger top-line growth alongside a sharp drop in GAAP profit.
Q3 revenue was $1,174 million, up 12% year over year; U.S. and Canada revenue rose 14% to $894 million.
GAAP net income was $22 million, down 77% from $92 million; diluted EPS was $0.04 versus $0.13.
Adjusted EBITDA was $339 million, up 11%; free cash flow was $300 million.
Q4 2026 guidance: revenue of $1,425 million to $1,475 million (8% to 12% growth) and Adjusted EBITDA of $538 million to $588 million.
Edison International reported third-quarter 2026 net income of $724 million, or $1.88 per share, down from $832 million, or $2.16 per share, a year earlier. Core earnings for the quarter were $1.92 per share compared to $2.34 per share in the prior year period. Management reaffirmed its full-year 2026 core EPS guidance range of $5.90 to $6.20.
Third-quarter 2026 GAAP EPS was $1.88 and core EPS was $1.92.
Third-quarter 2026 net income was $724 million, down from $832 million in the third quarter of 2025.
Full-year 2026 core EPS guidance was reaffirmed at $5.90 to $6.20.
SCE has hardened approximately 90% of its distribution system in high fire risk areas.
DaVita Inc. announced consolidated revenues of $3.578 billion and diluted earnings per share of $3.40 for the third quarter ended September 30, 2026. The company also updated its full-year 2026 guidance ranges for adjusted operating income and adjusted diluted earnings per share.
Consolidated revenues for Q3 2026 were $3.578 billion with an operating income of $499 million.
Diluted earnings per share was $3.40 and adjusted diluted earnings per share was $3.82 for the quarter ended September 30, 2026.
The company repurchased 0.6 million shares for $111 million during the third quarter of 2026 at an average price of $186.21 per share.
Updated 2026 guidance projects adjusted operating income between $2.175 billion and $2.250 billion.
Financial Institutions, Inc. reported net income available to common shareholders of $19.6 million, or $0.99 per diluted share, for the quarter ended September 30, 2026. That was down from $20.8 million, or $1.04 per share, in the second quarter and down 2.4% from $20.1 million in the third quarter of 2025, while net interest income rose to a new quarterly high of $54.3 million.
Net income available to common shareholders was $19.6 million, or $0.99 per diluted share, versus $20.8 million ($1.04) in Q2 2026 and $20.1 million ($0.99) in Q3 2025.
Net interest income was $54.3 million, up 4.8% from Q3 2025 and a new quarterly high.
Total noninterest income was $10.5 million, down 13.3% from Q3 2025, mainly due to lower swap fees and limited partnership losses.
Total loans reached $4.86 billion at September 30, 2026, up 5.8% year over year; the company repurchased 185,833 shares at an average price of $40.92.
Amazon.com, Inc. announced its third quarter 2026 results, reporting net sales of $201.9 billion and operating income of $28.1 billion. Net income decreased to $20.7 billion, or $1.89 per diluted share, compared with $21.2 billion in the third quarter of 2025. For the fourth quarter of 2026, the company expects net sales between $240.0 billion and $247.0 billion.
Third quarter net sales increased 12% year-over-year to $201.9 billion.
AWS net sales grew 39% year-over-year to $46.0 billion.
Operating income rose to $28.1 billion, compared with $17.4 billion in the third quarter of 2025.
Fourth quarter 2026 net sales are projected to be between $240.0 billion and $247.0 billion.
Forrester Research reported third-quarter 2026 revenue of $86.1 million, down from $94.3 million a year earlier, and a GAAP net loss of $4.4 million, or $0.23 per diluted share, versus a $2.1 million loss in the prior-year quarter. The company raised the low end of its 2026 adjusted earnings per share guidance to a range of $0.77 to $0.82, while lowering its full-year revenue outlook to $350.0 million to $360.0 million.
Q3 2026 total revenues were $86.1 million, compared with $94.3 million in Q3 2025.
GAAP net loss was $4.4 million, or $0.23 per diluted share, versus a net loss of $2.1 million, or $0.11, a year earlier.
Adjusted diluted EPS was $0.24, compared with $0.37 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance is approximately $0.77 to $0.82; full-year revenue guidance is $350.0 million to $360.0 million, a decline of 11.8% to 9.3%.
Stoke Therapeutics reported third-quarter 2026 results, with revenue of $11.3 million, up from $10.6 million a year earlier, while its net loss widened to $73.6 million from $38.3 million as research and development and sales, general and administrative spending rose. The company said its $358.8 million in cash, cash equivalents and marketable securities is expected to fund operations into early 2028, and it still anticipates the Phase 3 EMPEROR data readout in the third quarter of 2027.
Q3 2026 revenue was $11.3 million, compared with $10.6 million in Q3 2025.
Q3 2026 net loss was $73.6 million, or $1.08 per share, versus $38.3 million, or $0.65 per share, a year earlier.
Research and development expenses rose to $59.8 million from $37.7 million, driven by zorevunersen advancement.
Cash, cash equivalents and marketable securities were $358.8 million as of September 30, 2026.
Spok Holdings filed an investor presentation on October 29, 2026, with third-quarter 2026 results and updated 2026 guidance. Third-quarter revenue fell to $33.0 million from $33.9 million a year earlier, while adjusted EBITDA rose to $8.6 million from $6.6 million. The company reported $30.1 million in cash and no debt.
Q3 2026 total revenue was $33.0 million, versus $33.9 million in Q3 2025; wireless revenue was $17.0 million, versus $17.8 million.
Q3 2026 adjusted EBITDA was $8.6 million, versus $6.6 million in Q3 2025.
Nine-month 2026 revenue was $101.2 million, versus $105.8 million in the same period of 2025.
2026 guidance ranges: total revenue $132.5 million to $139.5 million; adjusted EBITDA $28.0 million to $32.0 million.
Pro-Dex reported fiscal first-quarter results for the period ended September 30, 2026. Net sales rose 11% to $20.6 million and operating income rose 13% to $3.5 million, but net income fell to $3.0 million, or $0.92 per diluted share, from $4.7 million, or $1.40, a year earlier. The drop in net income mainly reflects much smaller unrealized investment gains than in the prior-year quarter.
Net sales rose $2.1 million, or 11%, to $20.6 million, led by a $3.3 million increase in medical device revenue.
Gross margin rose to 33% from 29%, mainly due to favorable product mix.
Net income fell to $3.0 million, or $0.92 per diluted share, from $4.7 million, or $1.40, as unrealized investment gains dropped to $73,000 from $3.3 million.
Operating expenses rose 48% to $3.3 million, including $466,000 from the newly acquired subsidiary Advanced Precision Machining, LLC.
Gilead Sciences announced its third quarter 2026 financial results, reporting a 13% increase in total product sales to $8.3 billion driven by growth in HIV and oncology products. The company also raised its full-year 2026 base business revenue guidance for the year, bringing total increases to $1.6 billion since the start of the year.
Total third quarter 2026 product sales increased 13% year-over-year to $8.3 billion.
GAAP diluted earnings per share was $1.94 for the third quarter of 2026 compared to $2.43 in the prior year period.
Full-year 2026 product sales guidance was raised to a range of $31.0 billion to $31.3 billion.
As of September 30, 2026, cash, cash equivalents and marketable debt securities totaled $6.4 billion.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.