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).
Standex reported fiscal first-quarter 2027 sales of $232.6 million, up 7.0% from a year earlier, and GAAP diluted EPS of $1.99 versus $1.25. The company raised its fiscal 2027 outlook and authorized a new $100 million share repurchase program, which matters to shareholders because it signals higher expected earnings growth and a larger buyback capacity.
Net sales were $232.6 million, up 7.0% year over year; organic growth was 12.4%
Adjusted diluted EPS was $2.41, up 21.1% from $1.99; GAAP diluted EPS was $1.99 versus $1.25
Fiscal 2027 outlook raised to high-single-digit total sales growth, from mid-to-high single digits, with adjusted EPS now expected to grow high teens
Board authorized up to $100 million in share repurchases on October 27, 2026, replacing the approximately $23.5 million remaining under the prior authorization
Bank of the James Financial Group reported third-quarter 2026 net income of $3.32 million, or $0.73 per share, up from $0.61 a year earlier, and nine-month net income of $9.34 million, or $2.05 per share. The board also raised the quarterly cash dividend 50% to $0.15 per share from $0.10, payable December 4, 2026 to holders of record on November 20, 2026.
Q3 2026 net income $3.32 million ($0.73 per share) vs. $2.75 million ($0.61) in Q3 2025
Nine-month net income $9.34 million ($2.05 per share) vs. $6.30 million ($1.39) a year earlier
Quarterly dividend raised to $0.15 per share from $0.10; record date November 20, 2026; payment December 4, 2026
Stockholders' equity fell to $78.45 million at September 30, 2026, as unrealized securities losses increased accumulated other comprehensive loss to $24.51 million
Aurinia reported third-quarter 2026 total revenue of $83.7 million, up 14% from a year earlier, while net income and diluted earnings per share were flat at $31.7 million and $0.23. The company raised its 2026 total revenue guidance to $325 million to $330 million and narrowed its net product sales guidance to $310 million to $315 million.
Q3 2026 total revenue was $83.7 million, up 14% from $73.5 million; net product sales of LUPKYNIS were $79.4 million.
Q3 net income was $31.7 million, flat year over year; nine-month net income rose 35% to $103.5 million.
2026 total revenue guidance raised from $315 million-$325 million to $325 million-$330 million.
As of September 30, 2026, cash, cash equivalents, restricted cash and investments totaled $486.9 million.
Colgate-Palmolive reported third quarter 2026 net sales of $5.37 billion, representing a 4.6% increase year over year, with GAAP earnings per share of $0.94. Driven by ongoing sales momentum and margin expansion, the company raised its full-year earnings per share growth guidance to 5% to 7% on a non-GAAP basis.
Net sales rose 4.6% to $5,369 million for the quarter ended September 30, 2026.
GAAP EPS increased 3% to $0.94, while Base Business EPS grew 7% to $0.97.
Full-year 2026 organic sales growth is now expected to be broadly in line with its nine-month performance.
Mammoth Energy Services reported third-quarter 2026 revenue of $21.3 million, up 95% from $10.9 million a year earlier, and net income from continuing operations of $0.3 million, or $0.01 per diluted share, compared with a $12.6 million loss in the same quarter of 2025. The company raised its full-year 2026 outlook for the third time this year and expects Adjusted EBITDA to grow by more than 40% in 2027, though third-quarter revenue fell from $26.1 million in the second quarter.
Q3 2026 revenue $21.3 million, up from $10.9 million in Q3 2025 but down from $26.1 million in Q2 2026
Adjusted EBITDA $5.8 million, compared with a loss of $4.8 million in Q3 2025 and $2.6 million in Q2 2026
Full-year 2026 outlook: revenue growth above 90% and Adjusted EBITDA margin in the mid-teens
2027 outlook: Adjusted EBITDA expected to rise more than 40% versus full-year 2026; subsequent to quarter-end, a term loan facility with Bank7 provides commitments of up to $58.0 million
AbbVie announced third-quarter 2026 net revenues of $17.404 billion and diluted EPS of $2.37 on a GAAP basis. The company raised its full-year 2026 adjusted diluted EPS guidance range to $13.95 through $13.99 and increased its quarterly cash dividend by 5.2 percent to $1.82 per share.
Third-quarter net revenues reached $17.404 billion, representing a 10.3 percent increase on a reported basis.
GAAP diluted EPS was $2.37, while adjusted diluted EPS was $3.82 for the third quarter ended September 30, 2026.
Full-year 2026 adjusted diluted EPS guidance was raised to a range of $13.95 to $13.99.
The quarterly cash dividend was increased by 5.2 percent to $1.82 per share, payable on February 16, 2027.
OmniAb reported third-quarter 2026 revenue of $4.0 million, up from $2.2 million a year earlier, and a net loss of $15.7 million, or $0.12 per share, narrowed from $16.5 million, or $0.14 per share. The company raised its full-year 2026 revenue guidance and its year-end cash outlook, which may matter to shareholders because the figures point to higher revenue and a smaller loss than in the prior-year period.
Q3 2026 revenue was $4.0 million versus $2.2 million in Q3 2025; net loss was $15.7 million, or $0.12 per share, versus $16.5 million, or $0.14 per share.
2026 revenue guidance is now $35 million to $39 million, up from $32 million to $36 million previously.
Year-end 2026 cash and cash equivalents outlook is $53 million to $57 million, up from $49 million to $53 million.
In Q3 2026, OmniAb entered a collaboration and license agreement with Eli Lilly and Company eligible for up to $370 million in milestone payments, plus royalties.
Gates Industrial reported third-quarter 2026 net sales of $903.6 million, up 5.6%, with diluted earnings per share of $0.34 versus $0.31 a year earlier and adjusted earnings per share of $0.47 versus $0.39. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, which benefits shareholders if the outlook is met.
Q3 net sales were $903.6 million, up 5.6%, with core sales up 5.5%.
Diluted EPS was $0.34 versus $0.31; adjusted EPS was $0.47 versus $0.39.
Adjusted EBITDA was $215.4 million, a 23.8% margin versus 22.9% a year earlier.
2026 adjusted EBITDA guidance is $809 million to $823 million (prior $800 million to $830 million); adjusted EPS guidance is $1.66 to $1.72 (prior $1.62 to $1.70).
Federal Realty Investment Trust reported third quarter 2026 net income available for common shareholders of $64.2 million, or $0.74 per diluted share, up from $59.6 million, or $0.69 per diluted share, in the prior-year period. The company raised and tightened its full-year 2026 Core FFO guidance to $7.54 to $7.58 per diluted share and announced the post-quarter acquisition of The Summit for $508.0 million.
Generated Nareit FFO and Core FFO of $1.87 per diluted share for the third quarter of 2026, representing a 5.6% increase year-over-year.
Signed 117 comparable retail leases totaling 532,220 square feet with cash rent growth of 14%.
Acquired The Summit in Birmingham, AL, for $508.0 million on October 1, 2026.
Raised full-year 2026 Core FFO guidance to a range of $7.54 to $7.58 per diluted share.
Cboe Global Markets reported third quarter 2026 net revenue of $712.2 million and diluted EPS of $4.08, driven by growth across its options, equities, and data businesses. Reflecting strong year-to-date performance, the company raised its full-year organic net revenue growth target and lowered its adjusted operating expense guidance.
Diluted EPS for the quarter reached $4.08, up 43 percent year over year.
Net revenue for the quarter rose 18 percent to $712.2 million.
Full-year 2026 organic total net revenue growth target was increased to high teens.
Adjusted operating expense guidance for 2026 was decreased to $830 to $845 million.
CubeSmart announced its third quarter 2026 operating results, reporting diluted earnings per share of $0.42 and adjusted funds from operations of $0.66 per diluted share. Driven by strong year-to-date performance, the company raised its full-year same-store and FFO guidance ranges for shareholders.
Diluted EPS attributable to common shareholders was $0.42 for the third quarter of 2026, compared to $0.36 in the third quarter of 2025.
Same-store net operating income increased 2.1% year over year to $172.6 million for the third quarter.
The company repurchased 2.1 million common shares for $83.9 million during the quarter at an average price of $39.09 per share.
Full-year diluted FFO per share, as adjusted, is now estimated to be between $2.58 and $2.60.
Sensient Technologies reported third-quarter 2026 revenue of $455.8 million, up 10.6%, and diluted earnings per share of $1.13, up from 87 cents a year earlier. The company raised the low end of its 2026 GAAP diluted EPS guidance to between $4.15 and $4.20, while its local currency revenue and adjusted EBITDA growth outlooks were unchanged.
Q3 revenue $455.8 million vs. $412.1 million a year earlier; operating income $72.4 million, up 25.5%
Q3 diluted EPS $1.13 vs. 87 cents; the prior year included $3.3 million of Portfolio Optimization Plan costs, none in 2026
2026 GAAP diluted EPS guidance now $4.15 to $4.20, up from $4.10 to $4.20
Conference call scheduled for 8:30 a.m. CDT on October 30, 2026
Church & Dwight Co., Inc. announced third-quarter 2026 financial results with net sales of $1.602 billion and organic sales growth of 5.1%, both exceeding company expectations. The company also raised its full-year 2026 organic sales growth outlook to approximately 5% and announced a new $1 billion share repurchase program.
Q3 2026 net sales increased 1.0% to $1.602 billion, with organic sales up 5.1%.
Reported EPS was $0.89 and adjusted EPS reached $0.92 for the third quarter.
The Board of Directors approved a new share repurchase program authorizing up to $1 billion of common stock.
Full-year 2026 organic sales growth outlook was raised to approximately 5%.
Kite Realty Group Trust furnished a Q3 2026 investor presentation under Regulation FD. The company reported Q3 NAREIT FFO of $0.53 and Core FFO of $0.52, and its bridge shows the 2026 FFO guidance midpoint moving from $2.09 to $2.10 for both measures, with a range of $2.08 to $2.12. For shareholders, the filing shows a modest guidance increase alongside 3.6% same property NOI growth.
Q3 2026 NAREIT FFO was $0.53 and Core FFO was $0.52
2026 NAREIT and Core FFO guidance range is $2.08 to $2.12, with a midpoint of $2.10, up from a previous midpoint of $2.09
Same property NOI growth was 3.6% in Q3 2026, and the company expects 3.4% to 3.9% for 2026
Net debt to adjusted EBITDA was 5.2x, and Fitch upgraded the company to BBB+ in September 2026
nVent Electric plc announced third-quarter 2026 results featuring record sales of $1.5 billion and raised its full-year guidance for sales and earnings per share. Shareholders benefited from double-digit organic sales growth across all verticals and a regular cash dividend of $0.21 per share.
Reported net sales reached $1.5 billion in Q3 2026, representing a 44 percent increase.
Reported EPS was $1.23, up 68 percent, while adjusted EPS rose to $1.52.
Full-year 2026 reported sales growth guidance was raised to a range of 48 to 49 percent.
Kite Realty Group reported a third-quarter 2026 net loss attributable to common shareholders of $13.3 million, or $0.07 per diluted share, smaller than the $16.2 million loss a year earlier. The company raised its 2026 Core FFO and NAREIT FFO guidance range to $2.08 to $2.12 per diluted share from $2.06 to $2.12, though third-quarter total revenue of $190.3 million was below $205.0 million a year earlier.
Q3 2026 net loss attributable to common shareholders was $13.3 million ($0.07 per diluted share), versus a $16.2 million loss ($0.07) in Q3 2025.
Nine-month 2026 net income attributable to common shareholders was $159.4 million ($0.78 per diluted share), up from $117.8 million ($0.54) a year earlier.
2026 Core FFO and NAREIT FFO guidance raised to $2.08 to $2.12 per diluted share from $2.06 to $2.12; Same Property NOI growth range narrowed to 3.40% to 3.90% from 3.00% to 4.00%.
Q3 2026 Same Property NOI rose 3.6%, and the company repurchased about 2.4 million shares for $63.4 million during the quarter.
BrightSpring Health Services reported third quarter 2026 net revenue of $4.21 billion and net income from continuing operations of $101 million, representing significant growth compared to the same period in 2025. Driven by strong performance across its pharmacy and provider businesses, the company also raised its full-year 2026 financial guidance for revenue and Adjusted EBITDA.
Net revenue for the third quarter of 2026 reached $4,213 million, up 26.4% from $3,334 million in the third quarter of 2025.
Adjusted EBITDA for the third quarter of 2026 increased 42.0% to $228 million compared to $160 million in the prior-year period.
Full-year 2026 revenue guidance was increased to a range of $15,900 million to $16,125 million, and Adjusted EBITDA guidance was raised to $850 million to $860 million.
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.
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
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.
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
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.
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
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.
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.
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
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.
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.
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
Schneider National reported third-quarter 2026 operating revenues of $1.6 billion, up 9% from $1.5 billion a year earlier, and income from operations of $62.1 million, up 76%. Diluted earnings per share were $0.28 versus $0.11, and the company raised its full-year 2026 adjusted diluted EPS guidance to $1.00 to $1.10. Revenue and profit both improved, which is favorable for shareholders.
Income from operations rose to $62.1 million from $35.3 million; diluted EPS was $0.28 versus $0.11 in Q3 2025.
Full-year 2026 adjusted diluted EPS guidance raised to $1.00 to $1.10; net capital expenditures guidance set at $325 million to $350 million.
Truckload income from operations was $43.7 million, up 121%; Logistics income from operations was zero, down $6.4 million.
Board declared a $0.10 dividend on October 26, 2026, payable January 12, 2027.
Exponent reported third-quarter 2026 total revenues up 18% to $173.7 million and net income of $30.9 million, or $0.64 per diluted share, compared with $0.55 a year earlier. The company raised its full-year 2026 revenue and margin guidance and declared a $0.31 quarterly dividend payable December 18, 2026.
Revenues before reimbursements rose 12% to $153.1 million; EBITDA was $45.0 million, or 29.4% of those revenues.
Full-year 2026 outlook: revenues before reimbursements to grow 10% to 11%, and EBITDA to be 28.0% to 28.3% of revenues before reimbursements.
Fourth-quarter 2026 outlook: revenues before reimbursements to grow 8% to 10%, and EBITDA to be 26.3% to 26.8% of revenues before reimbursements.
Quarterly cash dividend of $0.31 per share, with a record date of December 4, 2026 and payment on December 18, 2026.
Healthcare Realty reported third quarter 2026 results on October 29, 2026, with Normalized FFO of $0.42 per diluted share, up from $0.41 a year earlier, and a GAAP net loss of $(0.05) per share, narrower than the $(0.17) loss in the prior-year quarter. The company raised its full-year 2026 Normalized FFO guidance to $1.65-$1.67 per share from $1.62-$1.66 and raised its Same Store Cash NOI growth guidance to 5.00%-5.25%. Third quarter revenue fell to $286.6 million from $297.8 million a year earlier.
Q3 2026 Normalized FFO of $0.42 per diluted share, versus $0.41 in Q3 2025; NAREIT FFO of $0.38 versus $0.34
Q3 2026 GAAP net loss attributable to common stockholders of $15.8 million, or $(0.05) per share, versus $57.7 million, or $(0.17) per share, a year earlier
Full-year 2026 Normalized FFO guidance raised to $1.65-$1.67 per share from $1.62-$1.66 in July
Quarterly common dividend of $0.24 per share, payable November 20, 2026, to holders of record on November 10, 2026
Columbia Sportswear reported third quarter 2026 net sales up 2% to $962.6 million and diluted EPS of $1.66, compared with $0.95 a year earlier, when impairment charges reduced EPS by $0.46. The company raised the low end of its full year 2026 diluted EPS range to $4.65 to $4.90 from $4.45 to $4.90, but cut its operating cash flow outlook to $230 to $250 million from $290 to $310 million.
Q3 2026 net sales rose 2% to $962.6 million; operating income was $109.6 million, or 11.4% of net sales, versus $67.4 million a year earlier.
Full year 2026 diluted EPS outlook: $4.65 to $4.90 (prior $4.45 to $4.90); net sales outlook $3.46 to $3.50 billion (prior $3.43 to $3.50 billion).
Full year 2026 operating cash flow outlook lowered to $230 to $250 million from $290 to $310 million, which the company attributed to earlier production of Spring 2027 inventory.
Board declared a quarterly dividend of $0.30 per share, payable December 3, 2026 to shareholders of record on November 19, 2026.
Dexcom reported third-quarter 2026 revenue of $1.344 billion, representing an 11% increase year-over-year, alongside GAAP operating income of $327.2 million. The company raised its full-year 2026 revenue guidance midpoint to between $5.20 billion and $5.25 billion and announced a new $1.0 billion share repurchase program. For shareholders, these results reflect continued top-line growth, margin expansion, and capital return initiatives.
Worldwide revenue grew 11% year-over-year to $1.344 billion for the third quarter ended September 30, 2026.
GAAP operating income reached $327.2 million, or 24.3% of revenue, compared to $242.5 million in the third quarter of 2025.
The Board of Directors authorized a share repurchase program of up to $1.0 billion of common stock expiring no later than December 31, 2027.
Full-year 2026 revenue guidance was raised to a range of $5.20 billion to $5.25 billion.
CareDx reported third-quarter 2026 revenue of $139 million, up 39% from a year earlier, and GAAP net income of $19 million, compared with $2 million in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $520 million to $530 million and its adjusted EBITDA guidance to $90 million to $100 million, which points to higher expected results for shareholders.
Q3 2026 revenue was $139 million, up 39% year-over-year; Testing Services revenue was $119 million, up 65%.
GAAP diluted net income per share was $0.35, compared with $0.03 in the third quarter of 2025; net income included an $8.6 million income tax benefit.
2026 revenue guidance raised to $520 million to $530 million, from $490 million to $500 million previously.
2026 adjusted EBITDA guidance raised to $90 million to $100 million, from $66 million to $78 million previously.
OSI Systems reported fiscal first-quarter 2027 revenue of $403.5 million, up 5% from a year earlier, and GAAP diluted EPS of $1.51, up 28%. The company raised its fiscal 2027 non-GAAP EPS guidance to $11.28-$11.64 from $11.13-$11.49 and reaffirmed its revenue guidance of $1.875 billion-$1.930 billion, which matters to shareholders because it signals higher expected per-share earnings while the Healthcare division's results were weaker.
Q1 revenue was $403.5 million versus $384.6 million a year earlier; non-GAAP diluted EPS was $1.66 versus $1.42.
Fiscal 2027 non-GAAP EPS guidance raised to $11.28-$11.64; revenue guidance unchanged at $1.875 billion-$1.930 billion.
Healthcare division posted a GAAP operating loss of $2.4 million on revenue of $35.1 million, down from $40.7 million.
Operating cash flow was $37.1 million versus $17.1 million, and backlog reached $2.1 billion as of September 30, 2026.
Solaris Energy Infrastructure's subsidiary agreed on October 29, 2026 to provide about 900 megawatts of power generation, balance of plant equipment and operations and maintenance services to an existing investment-grade industrial and technology customer. The agreement has an initial 15-year term per deployment, with an option to extend for another 15 years, and deployments are expected to begin in the first half of 2027 and scale through 2028.
Capacity covered: approximately 900 megawatts of power generation
Initial term: 15 years for each deployment, with an option to extend 15 more years
Timing: deployments expected to begin in the first half of 2027 and scale through 2028
Customer: a leading, investment-grade, diversified industrial and technology company that is already a Company customer
Monolithic Power Systems reported third-quarter 2026 revenue of $1.2 billion, up 63.1% year-over-year, and GAAP net income of $271.1 million. The company appointed Tony Balow as Chief Financial Officer and Robert Dean as Chief Accounting Officer, effective October 27, 2026. Additionally, the board authorized an additional $500 million for stock repurchases in October 2026.
Q3 2026 revenue reached $1.2 billion, an increase of 63.1% compared with $737.2 million in Q3 2025.
GAAP net income for the third quarter of 2026 was $271.1 million, or $5.51 per diluted share.
Tony Balow was appointed Vice President and Chief Financial Officer, and Robert Dean was appointed Vice President and Chief Accounting Officer on October 27, 2026.
For the fourth quarter of 2026, the company expects revenue in the range of $1,315 million to $1,385 million.
Rivian reported third-quarter 2026 revenue of $2.155 billion, up 38% from a year earlier, and a net loss attributable to common stockholders of $913 million, narrower than $1.173 billion a year earlier. The company raised its full-year delivery guidance and said adjusted EBITDA is improving, but free cash flow was negative $1.124 billion, and CFO departure brings an interim replacement effective October 30, 2026.
Q3 2026 revenue was $2.155 billion, up 38% year over year; deliveries were 19,248 units, up 46%.
Net loss attributable to common stockholders was $913 million, or $0.63 per share, versus $1.173 billion, or $0.96 per share, a year earlier.
Full-year 2026 delivery guidance raised to 67,000 to 70,000 units from 65,000 to 70,000; adjusted EBITDA guidance improved by $100 million at the midpoint.
Derek Mulvey, Vice President of Finance, named Interim Chief Financial Officer effective October 30, 2026, with base salary of $400,000 and a 40% target bonus.
ADT Inc. agreed to be acquired by Thrive Holdings in an all-cash deal valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value. The $10.00 per share price is a 45.6% premium to the unaffected closing price of $6.87 on October 27, 2026, and ADT will become privately held with its stock ceasing to trade on the New York Stock Exchange upon completion.
Stockholders will receive $10.00 per share in cash, a 45.6% premium to the $6.87 unaffected close on October 27, 2026.
The deal values ADT at about $7.6 billion in equity value and $15.3 billion in enterprise value.
Financing commitments come solely from funds managed by affiliates of Apollo Global Management, and the deal is not subject to a financing condition.
The transaction is expected to close in the first quarter of 2027, subject to stockholder and U.S. antitrust approval; a go-shop period runs until 11:59 p.m. New York time on November 28, 2026.
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