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
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
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.
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.
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
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.
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
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.
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.
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.
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.
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
On October 29, 2026, Symbotic and Walmart entered an Enterprise Master Automation Agreement under which Walmart made an initial commitment of approximately $6 billion to purchase Symbotic systems and fund development programs over several years. The agreement covers automation for 25 U.S. regional distribution centers and additional markets, and Symbotic expects the commitment could increase its future backlog by up to $6.92 billion. For shareholders, the deal deepens a large customer relationship and gives Walmart board recommendation and observer rights tied to its ownership and revenue share.
Initial commitment of approximately $6 billion over several years, which may not be reduced without mutual written consent
Symbotic expects the commitment could raise its future backlog by up to $6.92 billion
Walmart committed $125 million to fund next-generation racking and related technology development
Walmart may recommend one board nominee while holding more than 5% of fully diluted equity, and may name two non-voting observers if it represents more than 50% of consolidated revenue
Novavax said Sanofi dosed the fifth patient in a Phase 3 influenza-COVID-19 combination vaccine trial in the European Union on October 28, 2026, using Novavax's COVID-19 component. That dosing triggers a $125 million milestone payment under the companies' collaboration agreement, which Novavax expects to receive by the first quarter of 2027.
$125 million milestone payment from Sanofi triggered by dosing of the fifth patient on October 28, 2026
Payment expected by the first quarter of 2027
Additional eligible payments include a $75 million milestone on manufacturing technology transfer, anticipated mid-2027, and a $225 million milestone on a U.S. launch of a combination vaccine
CEO John C. Jacobs said the partnership has generated over $1 billion in revenue for Novavax to date
Virginia National Bankshares reported third quarter 2026 net income of $6.6 million, or $1.20 per diluted share, up from $4.6 million, or $0.84, a year earlier, and nine-month net income of $20.8 million, or $3.82 per diluted share, compared with $13.3 million, or $2.45, for the same period of 2025. The company attributed the quarterly increase mainly to higher loan yields, lower cost of funds and a bank owned life insurance payout following a former employee's death. Book value per share rose to $35.01 from $32.89 a year earlier.
Q3 2026 net income of $6.6 million, or $1.20 per diluted share, versus $4.6 million, or $0.84, in Q3 2025
Nine-month 2026 net income of $20.8 million, or $3.82 per diluted share, versus $13.3 million, or $2.45, in 2025
Net interest margin (FTE) of 3.73% for Q3 2026 versus 3.43%; bank owned life insurance payout cited as a driver
COPT Defense Properties reported unaudited results for the quarter ended September 30, 2026, in an earnings release furnished as Exhibit 99.1 to an 8-K dated October 29, 2026. Headline measures rose from a year earlier, with quarterly net income up to $49.8 million from $43.7 million and diluted EPS at $0.41 versus $0.37. Nine-month net income was $138.5 million, compared with $120.1 million in the same period of 2025.
Q3 2026 net income was $49.8 million, versus $43.7 million for Q3 2025.
Diluted EPS was $0.41 versus $0.37; FFO per diluted share was $0.71 versus $0.69.
Total revenues were $208.8 million, up from $188.8 million; diluted AFFO was $65.4 million versus $63.3 million.
Asure Software reported third-quarter 2026 revenue of $40.0 million, up 10% year over year, and a net loss of $0.6 million compared with $5.4 million a year earlier. The company also issued fourth-quarter 2026, full-year 2026 and full-year 2027 revenue guidance, which includes a payroll processing business it acquired in October 2026 for $26.5 million.
Q3 2026 revenue of $40.0 million, up 10% from $36.3 million; recurring revenue of $36.9 million, up 16%
Net loss of $0.6 million, or $(0.02) per share, versus a net loss of $5.4 million, or $(0.19) per share, a year earlier
Adjusted EBITDA of $10.5 million versus $8.1 million in the prior-year quarter
Guidance: FY-2026 revenue of $162.0 million to $164.0 million; FY-2027 revenue of $183.0 million to $187.0 million
World Kinect reported third quarter 2026 results on October 29, 2026, with revenue of $13.27 billion, up 41% from a year earlier, and GAAP diluted EPS of $0.70 versus $0.46. The company raised its full-year 2026 Adjusted EPS guidance to $3.52 to $3.62 per share from $3.20 to $3.40, which signals higher expected per-share earnings for shareholders.
Q3 2026 revenue was $13.27 billion, up 41% year over year, while volume fell 6% to 4.04 million units.
Q3 GAAP net income was $38 million, or $0.70 per diluted share, versus $0.46 a year earlier; Adjusted EPS was $0.99 versus $0.54.
Full-year 2026 Adjusted EPS guidance rose to $3.52 to $3.62 per share, from $3.20 to $3.40.
Q3 free cash flow was $164 million, and operating cash flow was $175 million.
Mohawk Industries reported third-quarter 2026 net sales of $2.8 billion, up about 1%, with adjusted EPS of $2.72, up about 2%, while adjusted volumes fell about 4%. The Board also approved a new $500 million share repurchase program, and the company guided to Q4 2026 adjusted EPS of $1.35 to $1.45.
Q3 2026 net sales were $2.8 billion, up about 1%, and about flat on an adjusted basis; adjusted volumes declined about 4%.
Diluted EPS was $2.72 versus $1.75 a year earlier; adjusted EPS was $2.72, up about 2% from $2.67.
The Board approved a new share repurchase program of up to $500 million on October 26, 2026, following the prior $500 million authorization approved in July 2025.
Q4 2026 adjusted EPS is expected in the range of $1.35 to $1.45, with low single-digit growth in adjusted net sales.
Eastman Chemical reported third-quarter 2026 sales of $2,385 million, up from $2,202 million, and diluted EPS of $2.19 versus $0.60 a year earlier. The company projects full-year 2026 adjusted EPS of $6.00 to $6.20 and operating cash flow of about $850 million, while operating cash flow in the quarter fell to $290 million from $402 million.
Q3 2026 sales of $2,385 million, up 8% from $2,202 million, driven mainly by 7% higher selling prices
Diluted EPS of $2.19 vs. $0.60; adjusted diluted EPS of $1.84 vs. $1.14
Full-year 2026 outlook: adjusted EPS of $6.00 to $6.20 and operating cash flow of approximately $850 million
Operating cash flow was $290 million in Q3 2026 vs. $402 million in Q3 2025; the company announced reinstatement of a $375 million U.S. DOE award
Arthur J. Gallagher & Co. reported its financial results for the third quarter ended September 30, 2026, showcasing revenue and net earnings growth across its brokerage and risk management segments. The company also disclosed share repurchased amounts and debt totals for the period, providing insight into its ongoing operational and capital allocation activities.
Total company reported revenues before reimbursements were $3,930 million for the third quarter of 2026 compared to $3,325 million for the third quarter of 2025.
Reported net earnings for the third quarter of 2026 were $406 million, or $1.55 per diluted share.
During the third quarter of 2026, the company repurchased approximately 0.4 million shares of its common stock for approximately $100 million.
As of September 30, 2026, the company had $9,550 million of borrowings from public debt, $2,683 million from private placements, and $630 million under its line of credit facility.
Ingersoll Rand reported third-quarter 2026 financial results with reported revenues of $2.065 billion and net income attributable to the company of $670 million. The company also updated its full-year 2026 guidance, expecting revenue growth of 5.5% to 7.0%.
Reported orders of $2,345 million, up 21% year over year.
Reported revenues of $2,065 million, up 6% year over year.
Adjusted net income attributable to Ingersoll Rand Inc. of $415 million, or $1.07 per share.
The Board authorized a $2 billion increase to the share repurchase program.
The RealReal reported third quarter 2026 total revenue of $206 million, up 19% from the prior-year quarter, and net income of $16 million, compared with a net loss of $54 million a year earlier. The company also raised its full-year 2026 outlook, with total revenue now guided to $806 million to $810 million, which signals improved expectations for shareholders.
Q3 2026 GMV was $642 million, up 23%, and total revenue was $206 million, up 19%.
Net income was $16 million, including a $21.2 million non-cash gain from the change in fair value of warrant liability; GAAP diluted net loss per share was $(0.04).
Full-year 2026 guidance: total revenue of $806 million to $810 million and Adjusted EBITDA of $71.1 million to $72.6 million.
Adjusted EBITDA margin was 8.3%, up 290 basis points from 5.4% a year earlier.
Digital Realty Trust reported its third quarter 2026 financial results, highlighting net income available to common stockholders of $0.48 per share and core funds from operations of $2.10 per share. The company also raised its full-year 2026 core FFO per share outlook to a range of $8.30 to $8.35. Total bookings reached a record level during the quarter, generating $855 million in annualized GAAP base rent at 100% share.
Net income available to common stockholders was $0.48 per share for the third quarter of 2026.
Core FFO per share (excluding net promote) was $2.10 for the third quarter of 2026.
Total bookings reached a record $855 million of annualized GAAP base rent at 100% share.
Full-year 2026 Core FFO per share outlook was raised to $8.30 - $8.35.
AXT reported third-quarter 2026 revenue of $73.4 million, up from $47.6 million in the second quarter and $28.0 million a year earlier. GAAP net income attributable to AXT was $25.7 million, or $0.39 per diluted share, compared with a net loss of $1.9 million, or $0.04 per share, in the third quarter of 2025. For shareholders, the filing shows a large year-over-year swing from loss to profit on much higher sales.
Q3 2026 revenue was $73.4 million, up 54 percent from Q2 2026 and 162 percent from Q3 2025, per CEO Morris Young.
GAAP gross margin was 56.0 percent, compared with 44.9 percent in Q2 2026 and 22.3 percent in Q3 2025.
Non-GAAP net income was $26.8 million, or $0.41 per share, excluding stock-based compensation.
Cash and cash equivalents were $485.5 million at September 30, 2026, versus $120.3 million at December 31, 2025.
Covista reported first quarter fiscal 2027 revenue of $511.5 million, up 10.7% year over year, and diluted earnings per share of $1.95 versus $1.67 a year earlier. The company raised its fiscal 2027 revenue and adjusted EPS guidance, and CFO Robert Phelan announced a planned retirement that takes effect once a successor is named.
Revenue of $511.5 million, up 10.7% year over year; total enrollment of 104,713, up 7.6%
Diluted EPS $1.95 vs. $1.67 prior year; adjusted EPS $2.19 vs. $1.75
Fiscal 2027 adjusted EPS guidance raised to $9.00 to $9.20 from $8.90 to $9.15; revenue guidance raised to $2,060 million to $2,095 million
CFO Robert Phelan plans to retire and will serve until a successor is named; an active search is underway
Miami International Holdings (MIAX) reported third-quarter 2026 results, with net revenue up 20% to $131.0 million and net income of $52.5 million, compared with a net loss of $102.1 million a year earlier. The company also lowered its 2026 adjusted operating expense guidance to $254 million to $257 million, from $260 million to $270 million, which lowers expected costs for shareholders.
Net revenue rose 20%, or $21.5 million, to $131.0 million, driven mainly by the options business
GAAP net income was $52.5 million versus a net loss of $102.1 million; diluted EPS was $0.47 versus $(1.46)
Adjusted EBITDA rose 47% to $70.8 million, with margin at 54% versus 44%
2026 adjusted operating expense guidance lowered to $254 million to $257 million from $260 million to $270 million
PCB Bancorp reported unaudited third-quarter 2026 net income available to common shareholders of $12.1 million, or $0.85 per diluted share, up from $10.4 million, or $0.73, in the prior quarter and $11.3 million, or $0.78, a year earlier. The company also declared a quarterly cash dividend of $0.22 per common share, payable November 20, 2026, to shareholders of record on November 13, 2026. Loans held-for-investment fell 3.0% from the prior quarter to $2.84 billion, which management said reflected the reduction of certain large commercial lending relationships.
Net income available to common shareholders was $12.1 million for Q3 2026, compared with $10.4 million in Q2 2026 and $11.3 million in Q3 2025.
Diluted EPS was $0.85, compared with $0.73 in Q2 2026 and $0.78 in Q3 2025.
Net interest margin was 3.35%, up from 3.33% in Q2 2026; total deposits rose 5.3% in the quarter to $3.08 billion.
Board declared a quarterly cash dividend of $0.22 per common share, payable on or about November 20, 2026.
Sandisk reported fiscal first quarter revenue of $11.0 billion and GAAP net income of $8.1 billion, driven by strong demand in its data center business. The company also announced an eight-for-one forward stock split effective November 19, 2026, and provided second-quarter revenue guidance between $12.2 billion and $12.6 billion.
Fiscal first quarter revenue reached $11.0 billion, up 23% sequentially.
GAAP net income was $8.1 billion, or $52.60 per diluted share.
Returned $5.0 billion to stockholders through the repurchase of 3.2 million shares.
Announced an eight-for-one forward stock split effective for stockholders of record as of November 9, 2026.
First Internet Bancorp reported third-quarter 2026 results with record quarterly revenue of $43.9 million, up 7% from the prior quarter, and net income of $4.8 million, or $0.54 per diluted share, compared with $2.4 million, or $0.27 per diluted share, in the second quarter. Credit quality improved, with net charge-offs falling to 0.82% of average loans from 1.77%, while the company also guided to fourth-quarter 2026 diluted EPS of $1.02 to $1.07.
Revenue of $43.9 million, up 7% from the second quarter of 2026; net interest margin rose 8 basis points to 2.47%
Net income of $4.8 million and diluted EPS of $0.54, versus $0.27 in the second quarter and a loss of $41.6 million in the third quarter of 2025
Net charge-offs fell to 0.82% of average loans from 1.77%, while nonperforming loans rose to 1.63% of total loans from 1.58%
Fourth-quarter 2026 outlook calls for diluted EPS of $1.02 to $1.07; tangible book value per share was $40.04, down from $41.09
Grid Dynamics reported third quarter 2026 revenue of $114.3 million, up 9.7% from a year earlier and above its July guidance range of $112.0 million to $114.0 million. GAAP net income was $6.2 million, or $0.08 per diluted share, compared with $1.2 million, or $0.01, a year earlier. The company guided fourth quarter 2026 revenue to $113.5 million to $115.5 million.
Q3 2026 revenue was $114.3 million, up 5.7% sequentially and 9.7% year-over-year.
Non-GAAP diluted EPS was $0.18, compared with $0.09 in Q3 2025; GAAP diluted EPS was $0.08.
Non-GAAP EBITDA was $22.9 million, or 20.0% of revenues, versus $12.7 million, or 12.2%, a year earlier.
Fourth quarter 2026 guidance: revenue of $113.5 million to $115.5 million and non-GAAP EBITDA of $20.0 million to $22.0 million.
GoDaddy reported its third quarter 2026 financial results, highlighting total revenue of $1.3 billion and net income of $261.8 million. The company advanced its AI transformation, noting that its Airo product exceeded an annualized bookings run rate of $100 million.
Total revenue reached $1.3 billion for the quarter ended September 30, 2026, representing a 6% year-over-year increase.
Net income was $261.8 million, up 24% compared to the third quarter of 2025.
Free cash flow grew 9% year-over-year to $480.8 million.
Airo annualized bookings run rate exceeded $100 million during the quarter.
Republic Services, Inc. reported its third-quarter 2026 financial results, showing net income of $592 million, or $1.93 per diluted share, up from $550 million, or $1.76 per diluted share, in the prior-year period. The company also raised its full-year 2026 financial guidance for adjusted EBITDA and adjusted free cash flow, and announced a new $5 billion share repurchase authorization.
Net income for Q3 2026 was $592 million, or $1.93 per diluted share, compared to $550 million, or $1.76 per diluted share, in Q3 2025.
Full-year 2026 adjusted EBITDA guidance was raised to a range of $5.550 billion to $5.575 billion.
Full-year 2026 adjusted free cash flow guidance was raised to a range of $2.565 billion to $2.585 billion.
The Board of Directors approved a $5 billion share repurchase authorization effective January 1, 2027, through December 31, 2029.
Mondelez International reported third-quarter 2026 net revenues of $9.967 billion, an increase of 2.3 percent compared to the prior year. Diluted EPS rose 78.9 percent to $1.02, while adjusted EPS reached $0.78, representing a 5.5 percent increase on a constant currency basis. The company also reaffirmed its full-year 2026 guidance, expecting organic net revenue growth of at least 2 percent.
Net revenues for Q3 2026 reached $9.967 billion, up 2.3 percent year-over-year.
Diluted EPS increased 78.9 percent to $1.02 for the third quarter ended September 30, 2026.
Year-to-date cash provided by operating activities was $2.6 billion and Free Cash Flow was $1.7 billion.
The company returned $2.8 billion to shareholders through the first nine months of 2026.
Exelixis, Inc. reported its third quarter 2026 financial results, showing an increase in total revenues to $658.7 million compared to $597.8 million for the same period in 2025. GAAP net income rose to $218.1 million, or $0.85 per diluted share, driven by higher net product sales from the cabozantinib franchise.
Total revenues for the quarter ended September 30, 2026, were $658.7 million, up from $597.8 million in the third quarter of 2025.
GAAP net income for the third quarter of 2026 was $218.1 million, or $0.85 per diluted share.
Cabozantinib franchise U.S. net product revenues reached $604.9 million for the quarter.
Exelixis updated its full-year 2026 financial guidance, including total revenues projected between $2.500 billion and $2.550 billion.
Ingram Micro reported fiscal third-quarter 2026 net sales of $15.2 billion, up 20.8%, and GAAP diluted EPS of $0.57 versus $0.42 a year earlier. The company also gave fourth-quarter guidance of $17.5 billion to $17.9 billion in net sales and non-GAAP diluted EPS of $1.05 to $1.15, and declared a quarterly dividend of $0.088 per share. Gross margin narrowed to 6.55% from 6.90%, which the company attributed to a shift toward lower-margin GPU and AI-infrastructure products.
Q3 net sales were $15.2 billion, up 20.8%; GAAP diluted EPS was $0.57 versus $0.42, and non-GAAP diluted EPS was $0.91 versus $0.72
Q4 2026 guidance: net sales of $17.5 billion to $17.9 billion and non-GAAP diluted EPS of $1.05 to $1.15, versus $0.96 in the prior fiscal fourth quarter
Quarterly dividend of $0.088 per share, payable November 23, 2026, to holders of record as of November 9, 2026
Gross margin was 6.55%, down from 6.90% a year earlier
SPS Commerce reported third quarter 2026 results on October 29, 2026. Revenue rose 4% to $197.6 million and net income rose to $30.7 million, or $0.85 per diluted share, from $25.6 million, or $0.67, a year earlier. The company also issued fourth quarter and full year 2026 guidance, which includes a reduction of about $10.5 million in second half revenue from the June 30, 2026 divestiture of its 3P Revenue Recovery business.
Q3 2026 revenue was $197.6 million, up from $189.9 million in Q3 2025, a 4% increase.
Q3 2026 net income was $30.7 million, or $0.85 per diluted share, versus $0.67 in Q3 2025; adjusted EBITDA rose 17% to $70.9 million.
Q4 2026 revenue guidance is $199.3 million to $201.3 million; full year 2026 revenue guidance is $786.9 million to $788.9 million.
The company repurchased $48.8 million of its shares in Q3 2026, and nine-month net income fell to $57.3 million from $67.5 million after a $23.5 million loss on sale of business.
Coinbase Global, Inc. announced its financial results for the quarter ended September 30, 2026, reporting total revenue of $1.2 billion and net income of $719 million. Shareholders benefited from disciplined expense management, $333 million in adjusted EBITDA, and continued growth in subscription and services revenue which reached 49% of net revenue.
Total revenue for Q3 2026 was $1.2 billion, with transaction revenue at $590 million and subscription and services revenue at $570 million.
Net income reached $719 million and adjusted EBITDA was $333 million.
Cash and cash equivalents stood at $8.6 billion as of September 30, 2026.
Paid Coinbase One subscribers reached a new all-time high, and prediction markets annualized revenue surpassed $200 million.
Supernus reported third-quarter 2026 total revenues of $226.8 million, up 18% from a year earlier, and net earnings of $20.9 million, or $0.35 per diluted share, compared with a net loss of $45.1 million a year earlier. The company raised its full-year 2026 total revenue and GAAP operating earnings guidance, but the guidance will no longer apply if the Indivior merger closes as expected on November 2, 2026.
Q3 2026 net earnings were $20.9 million, or $0.35 per diluted share, versus a net loss of $45.1 million, or $0.80 per share, in Q3 2025.
Total revenues were $226.8 million, up from $192.1 million; ONAPGO net sales rose to $17.1 million from $6.8 million.
2026 total revenue guidance was raised to $875 million to $900 million from $860 million to $890 million.
The Indivior merger is expected to close November 2, 2026; Supernus common stock is expected to trade under SUPN on November 3, 2026.
Ryan Specialty reported third-quarter 2026 results, with total revenue up 4.7% year over year to $790.0 million and net income up 40.6% to $88.0 million. Adjusted diluted earnings per share rose 8.5% to $0.51, though the Adjusted EBITDAC margin slipped to 30.9% from 31.2%, and the board declared a $0.13 quarterly dividend.
Total revenue of $790.0 million, up 4.7% from $754.6 million; organic revenue growth was 4.0%
Net income of $88.0 million, or $0.29 per diluted share, versus $62.6 million and $0.20 a year earlier
Adjusted diluted EPS of $0.51, up 8.5%; Adjusted EBITDAC margin of 30.9% versus 31.2%
Board declared a $0.13 dividend per Class A share, payable November 24, 2026, to holders of record on November 10, 2026
TFS Financial reported fiscal 2026 net income of $100.7 million, up 10.7% from $91.0 million in fiscal 2025, and diluted earnings per share of $0.35 versus $0.32. Fourth-quarter net income fell 19.0% to $24.7 million from $30.5 million in the prior quarter, and total loan delinquencies rose to $60.7 million from $34.7 million a year earlier.
Fiscal 2026 net income was $100.7 million, up $9.7 million or 10.7% from $91.0 million; diluted EPS was $0.35 versus $0.32.
Net interest margin rose to 1.88% for fiscal 2026 from 1.76%; net interest income increased $29.1 million to $321.8 million.
Quarter ended September 30, 2026 net income was $24.7 million, down $5.8 million or 19.0% from $30.5 million for the quarter ended June 30, 2026.
Total loan delinquencies were $60.7 million, or 0.37% of total loans, at September 30, 2026, versus $34.7 million a year earlier.
The Bancorp reported third-quarter 2026 net income of $62.8 million, or $1.53 per diluted share, up from $54.9 million and $1.18 a year earlier. The company kept its 2026 Core EPS guidance at $5.95-$6.05, set a 2027 baseline of $7.00-$7.20, and initiated preliminary 2028 guidance of $8.00-$8.20, with buybacks built into all three years. Net interest margin fell to 3.75% from 4.45%, and book value per share declined to $16.83.
Q3 2026 net income $62.8 million and diluted EPS $1.53, versus $1.18 in Q3 2025; Core EPS was $1.47
Illumina announced third-quarter 2026 financial results with reported revenue of $1.13 billion, representing a 4.2% increase compared to the prior-year period. Driven by healthy clinical demand and NovaSeq X placements, the company raised its full-year 2026 total revenue guidance to $4.64-$4.66 billion and non-GAAP diluted EPS guidance to $5.40-$5.45.
Reported revenue for Q3 2026 was $1.13 billion, up 4.2% from Q3 2025.
GAAP diluted EPS for Q3 2026 was $1.43, compared to $0.98 in Q3 2025.
Free cash flow for Q3 2026 reached $378 million, compared to $253 million in the prior-year period.
Full-year 2026 revenue guidance was raised to $4.64-$4.66 billion, up from the previous range.
Axos Financial reported fiscal first quarter 2027 results for the quarter ended September 30, 2026. Net income rose 15.4% to $129.6 million and diluted EPS rose 16.0% to $2.25, driven by higher net interest income and non-interest income, though the provision for credit losses also increased to $24.5 million and net charge-offs rose to 1.09% of average loans, including two non-performing C&I loan charge-offs.
Net income was $129.6 million and diluted EPS was $2.25, compared with $112.4 million and $1.94 a year earlier
Net interest income rose 13.8% to $331.3 million, and non-interest income rose 97.3% to $63.8 million
Annualized net charge-offs were 1.09% of average loans versus 0.11% a year earlier; excluding two C&I charge-offs, the rate was 0.08%
Company repurchased $14.0 million of common stock at an average price of $87.40 per share through October 23, 2026, with $112.1 million of authorization remaining
Twilio Inc. reported third quarter 2026 revenue of $1.56 billion, representing a 20% increase year-over-year. The company also raised its full-year 2026 reported revenue growth outlook to 20% and increased its non-GAAP income from operations and free cash flow ranges to $1.19 billion to $1.20 billion.
Third quarter 2026 revenue reached $1.56 billion, up 20% reported and 16% organic year-over-year.
GAAP income from operations for the third quarter was $148.6 million, with diluted net income per share of $1.00.
Full-year 2026 non-GAAP income from operations guidance was raised to a range of $1.19 billion to $1.20 billion.
Twilio repurchased $127.2 million of Class A common stock during the third quarter of 2026.
Merit Medical reported third-quarter 2026 revenue of $416.2 million, up 8.4% from a year earlier, and GAAP EPS of $0.70, up 51%. The company raised its full-year 2026 revenue and non-GAAP EPS guidance, and separately disclosed a $45 million cash acquisition of Solo Pace, Inc.
Q3 2026 reported revenue $416.2 million, up 8.4%; organic constant currency revenue up 9%
GAAP gross margin fell to 48.2% from 48.5%; GAAP operating margin rose to 14.1% from 11.1%
Full-year 2026 non-GAAP EPS guidance raised to $4.33-$4.37 from $4.25-$4.35; revenue guidance to $1.635-$1.642 billion from $1.631-$1.643 billion
Solo Pace acquisition completed October 13, 2026 for cash of approximately $45 million
Atlantic Union Bankshares Corporation's board declared a quarterly common stock dividend of $0.40 per share, an $0.03 (8.1%) increase from the prior quarter and the fourth quarter of 2025. The board also declared a quarterly dividend of $0.43 per depositary share on its 6.875% Series A preferred stock. Based on the October 28, 2026 closing price of $39.26, the company states the common dividend yield is approximately 4.1%.
Common dividend of $0.40 per share, payable November 27, 2026 to holders of record as of November 13, 2026
Common dividend is up $0.03, or 8.1%, from the third quarter of 2026 and the fourth quarter of 2025
Series A preferred dividend of $171.88 per share ($0.43 per depositary share), payable December 1, 2026 to holders of record as of November 16, 2026
Approximate dividend yield of 4.1% based on the $39.26 closing price on October 28, 2026
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