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).
Bogota Financial Corp. reported third-quarter 2026 net income of $473,000, or $0.04 per share, up slightly from $455,000 a year earlier, and nine-month net income of $1.9 million, or $0.15 per share, up 36% from $1.4 million. Total deposits fell 10.9% to $581.3 million, while non-performing assets rose to $28.3 million from $15.1 million at December 31, 2025, which shareholders may weigh alongside the higher earnings.
Q3 2026 net income of $473,000 ($0.04 per share) versus $455,000 ($0.04 per share) in Q3 2025; nine-month net income of $1.9 million ($0.15 per share) versus $1.4 million ($0.11 per share).
Net interest income rose 13.9% to $12.7 million for the nine months ended September 30, 2026.
Total deposits decreased $71.2 million, or 10.9%, to $581.3 million; FHLB advances rose $47.4 million to $140.7 million.
Non-performing assets increased to $28.3 million from $15.1 million at December 31, 2025; the company completed its stock repurchase program, buying 237,590 shares for $2.1 million.
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
Hawthorn Bancshares reported third quarter 2026 net income of $7.1 million, or $1.01 per diluted share, up from $6.1 million and $0.88 a year earlier, though down 3.6% from the prior quarter. The results include the September 3, 2026 acquisition of FSC Bancshares, which added loans and deposits and $2.0 million of acquisition costs. The board also declared a quarterly cash dividend of $0.21 per share.
Q3 2026 net income was $7.1 million, up 15.2% from the prior year quarter and down 3.6% from the prior quarter; diluted EPS was $1.01 versus $0.88 a year earlier.
Adjusted diluted EPS, a non-GAAP measure that excludes acquisition costs, was $1.23 for the quarter.
Loans held for investment rose to $1.69 billion and deposits to $1.79 billion as of September 30, 2026, mainly due to the FSC Bancshares acquisition completed September 3, 2026.
Quarterly cash dividend of $0.21 per common share, payable January 1, 2027 to shareholders of record on December 15, 2026.
Peoples Financial Services Corp. reported unaudited third-quarter 2026 net income of $19.1 million, or $1.90 per diluted share, up from $15.2 million, or $1.51 per diluted share, a year earlier. For the nine months ended September 30, 2026, net income was $48.7 million, or $4.85 per diluted share, compared with $47.2 million, or $4.69 per diluted share, in the same period of 2025, and the company reported higher net interest income and non-interest income.
Q3 2026 net income $19.1 million, or $1.90 per diluted share, versus $15.2 million, or $1.51, in Q3 2025
Nine-month 2026 net income $48.7 million, or $4.85 per diluted share, versus $47.2 million, or $4.69, in 2025
Nonperforming assets were $10.3 million at September 30, 2026, down from $14.7 million at June 30, 2026
Total loans were $4.4 billion and total deposits were $4.7 billion at September 30, 2026
NPK International presented its third-quarter 2026 results and updated 2026 outlook in an investor presentation furnished under Form 8-K. Revenue and Adjusted EBITDA both grew year over year, and the company now expects full-year 2026 revenue of $300-$305 million and Adjusted EBITDA of $90-$93 million. The filing describes the guidance as adjusted for elevated weather impact and product sales, but it does not give the prior guidance figures.
Third-quarter 2026 revenue grew 11% year over year, and Adjusted EBITDA grew 30%
Adjusted EBITDA margin was 26.2% in 3Q26, up 390 basis points year over year
Full-year 2026 guidance: revenue $300-$305 million, Adjusted EBITDA $90-$93 million, net capital expenditures $70-$75 million
Net debt was $22 million as of September 30, 2026, with about $136 million of available liquidity
Civista Bancshares furnished its Q3 2026 investor presentation under Regulation FD ahead of its participation in the Hovde Group Financial Services Conference on November 4-6, 2026, in Orlando, Florida. The presentation reports third-quarter net income of $16.0 million, up from $12.8 million a year earlier, and diluted EPS of $0.77, up 13.2% year over year, which shows higher earnings for shareholders.
Q3 2026 net income of $16.0 million, up 25.5% from $12.8 million in Q3 2025
Q3 2026 diluted EPS of $0.77, up 13.2% year over year
Net interest income of $39.4 million, up 14.1% year over year; efficiency ratio improved to 55.3% from 61.4%
Chuck Parcher has served as President and CEO since August 28, 2026, under a planned transition
Terex reported third-quarter sales of $2.2 billion and adjusted EBITDA of $286 million, representing year-over-year growth across consolidated metrics. The company refined its full-year 2026 outlook to sales of $8 billion to $8.2 billion and adjusted proforma EBITDA of $930 million to $960 million, while also approving a new $500 million share repurchase authorization. Shareholders benefit from strong order activity, rising backlogs reaching $7 billion, and ongoing active engagement regarding the potential separation of the Aerials segment.
Third-quarter net sales reached $2.2 billion, up approximately 12% year over year.
Adjusted diluted EPS for the quarter was $1.50, supported by operational execution and realized synergies.
Full-year 2026 sales outlook was refined to a range of $8 billion to $8.2 billion.
The Board approved a new $500 million share repurchase authorization during the quarter.
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
United States Brent Oil Fund, LP furnished its monthly account statement for the month ended September 30, 2026, as required under Rule 4.22 of the Commodity Exchange Act. The statement shows net income of $76.1 million, with net asset value rising from $620.9 million to $642.7 million and ending at $60.07 per share. The filing is a required periodic report, and the figures show the fund's trading results and share activity for the month.
Net income of $76,063,085, driven by a realized trading gain of $90.7 million partly offset by a $16.1 million unrealized loss on commodity futures
Net asset value ended the month at $642,744,404, up from $620,942,000 on September 1, 2026
Net asset value per share was $60.07 on 10,700,000 shares outstanding at month end
Shareholder activity included 2,700,000 shares added for $166.2 million and 3,750,000 shares withdrawn for $220.5 million
The fund issued its monthly account statement for the month ended September 30, 2026, furnished as Exhibit 99.1 to a Form 8-K. It shows net income of $4,008,344 for the month, and net asset value rose from $44,487,522 to $48,495,866. For shareholders, the statement shows the fund's September income, expenses and net asset value.
Net income of $4,008,344 for September 2026 on total income of $4,050,488 and total expenses of $42,144.
Unrealized gain on commodity futures of $2,756,400 and realized gain of $1,154,210.
Net asset value per share of $57.05 on 850,000 shares at month end, versus $44,487,522 in net asset value at the start of September.
United States Oil Fund, LP filed its monthly account statement for the month ended September 30, 2026, showing net income of $179,970,315 and net asset value of $1,646,935,704, down from $1,790,469,813 on September 1. Net asset value per share ended the month at $145.44. The filing is a required monthly statement, and the decline in net asset value reflected withdrawals that exceeded additions during the month.
Net income of $179,970,315 on total income of $181,109,185 and total expenses of $1,138,870 for September 2026.
Net asset value fell to $1,646,935,704 at September 30, 2026, from $1,790,469,813 at the start of the month.
Withdrawals of 8,500,000 shares ($1,264,202,703) exceeded additions of 6,400,000 shares ($940,698,279).
Net asset value per share was $145.44 on 11,323,603 shares outstanding.
Standard Motor Products reported third-quarter 2026 net sales of $507.8 million, up from $498.8 million a year earlier, and diluted EPS from continuing operations of $1.42 versus $1.32. The company reaffirmed its full-year 2026 guidance for low to mid-single digit sales growth and an adjusted EBITDA margin of 11% to 12%, and said net debt leverage fell to 1.8x from 2.5x in the second quarter.
Q3 2026 adjusted net sales of $512.9 million, up 2.8% excluding IEEPA tariff refund accounting; non-GAAP diluted EPS of $1.54 versus $1.36
Adjusted EBITDA of $66.6 million, up from $61.7 million in Q3 2025; total net debt of $381.9 million at quarter-end
Quarterly dividend of 33 cents per share, payable December 1, 2026 to holders of record on November 16, 2026
RBC Bearings reported second quarter fiscal 2027 net sales of $524.6 million, representing a 15.2% increase compared to the same period last year, alongside net income of $93.8 million. The results reflect strong performance across both Aerospace & Defense and Industrial segments, contributing to increased profitability and debt reduction. Shareholders also received third quarter fiscal 2027 guidance projecting net sales between $520.0 million and $525.0 million.
Second quarter net sales reached $524.6 million, up 15.2% year-over-year.
Diluted EPS increased to $2.96 on a GAAP basis and $3.74 on an adjusted basis for the quarter ended September 26, 2026.
Backlog totaled $2.4 billion as of September 26, 2026.
Third quarter fiscal 2027 net sales are expected to range between $520.0 million and $525.0 million.
Red River Bancshares reported unaudited third-quarter 2026 net income of $12.6 million, or $1.90 per diluted share, up from $11.8 million, or $1.78, in the second quarter and $10.8 million, or $1.63, a year earlier. The company said these were record quarterly net income and EPS, with higher loans and deposits. Nonperforming assets rose $3.0 million to $5.6 million, mainly due to one commercial relationship the company is working to resolve.
Q3 2026 net income was $12.6 million, or $1.90 diluted EPS, up 6.8% from Q2 2026 and 16.3% from Q3 2025.
Net interest income rose $916,000, or 3.2%, to $29.9 million; net interest margin FTE was steady at 3.61%.
Total deposits reached $2.96 billion, up $56.5 million, or 1.9%, from June 30, 2026; loans held for investment reached $2.32 billion, up 2.6%.
Nonperforming assets rose 113.4% to $5.6 million, or 0.17% of assets, as of September 30, 2026.
General Dynamics reported third-quarter 2026 revenue of $14.6 billion, representing a 12.9% increase compared to the prior-year period. Diluted earnings per share rose 15.7% to $4.49, while total company-wide backlog reached $220.3 billion.
Revenue increased 12.9% to $14.6 billion compared to $12.9 billion in the third quarter of 2025.
Diluted earnings per share grew 15.7% to $4.49 from $3.88 in the year-ago quarter.
Cash provided by operating activities reached $1.7 billion for the quarter ended October 4, 2026.
Total company-wide backlog stood at $220.3 billion at the end of the third quarter.
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.
Imperial Oil reported third-quarter 2026 net income of C$2,454 million, or C$5.11 per diluted share, compared with C$539 million, or C$1.07 per share, in the same quarter of 2025. The company returned C$2,506 million to shareholders in the quarter and said it expects to complete its accelerated share repurchase program before year end, though it lowered its 2026 Kearl production target because of third-party events.
Third-quarter net income was C$2,454 million (C$5.11 per diluted share), up from C$539 million (C$1.07 per share) a year earlier and from C$2,190 million in the second quarter of 2026.
Cash flows from operating activities were C$3,228 million, up from C$1,798 million in the third quarter of 2025.
Imperial returned C$2,506 million to shareholders, including C$420 million in dividends and C$2,086 million in share repurchases.
Upstream production averaged 418,000 gross oil-equivalent barrels per day, down from 462,000, and refinery capacity utilization was 88 percent, down from 98 percent.
WisdomTree reported third-quarter 2026 results, with operating revenues of $179.4 million, up 42.8% from the third quarter of 2025, and diluted earnings per share of $0.32, compared with $0.13 a year earlier. The company also declared a quarterly dividend of $0.03 per share, payable November 25, 2026 to holders of record on November 11, 2026.
Net income was $49.2 million for the quarter, up from $19.7 million in the third quarter of 2025, and diluted EPS was $0.32 versus $0.13.
Ending assets under management were $171.0 billion, with $4.6 billion of net inflows in the quarter.
Operating income margin was 41.3% for the quarter, compared with 36.3% a year earlier.
The Board declared a $0.03 quarterly cash dividend on October 28, 2026.
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.
Dominion Energy announced its third-quarter 2026 financial results, reporting GAAP net income of $1.30 per share and operating earnings of $1.28 per share. The company expects to finish the full year in the top half of its 2026 operating earnings guidance range of $3.45 to $3.69 per share.
Third-quarter 2026 GAAP net income reached $1.2 billion, or $1.30 per share, compared to $1.0 billion, or $1.16 per share, in the third quarter of 2025.
Operating earnings for the quarter were $1.1 billion, or $1.28 per share, compared to $921 million, or $1.06 per share, for the same period in the prior year.
Management expects full-year 2026 operating earnings to land in the top half of the guidance range of $3.45 to $3.69 per 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.
Willis Lease Finance Corporation declared a quarterly dividend of $0.15 per share on October 28, 2026, which the company says is a 12.8% increase from its prior August distribution. The Board also approved a renewal and increase of its share repurchase program, allowing up to $200.0 million in stock buybacks through December 31, 2031, at management's discretion.
Quarterly dividend of $0.15 per share, payable November 25, 2026, to holders of record on November 16, 2026
Dividend is the company's 10th consecutive quarterly dividend and a 12.8% increase from the prior August distribution
Share repurchase program renewed and increased to up to $200.0 million, extended through December 31, 2031
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
TXNM Energy reported third quarter 2026 GAAP earnings of $1.50 per diluted share, up from $1.22 a year earlier, and ongoing earnings of $1.62 per diluted share, up from $1.33. The company will not issue earnings guidance while its proposed acquisition by Blackstone Infrastructure is pending, and it expects the deal to close in the first half of 2027, subject to New Mexico regulatory approval.
Q3 2026 GAAP net earnings attributable to TXNM were $163.4 million, versus $130.7 million in Q3 2025.
Q3 2026 electric operating revenues were $733.3 million, versus $647.2 million in Q3 2025.
Q3 2026 GAAP earnings included $14.7 million of net unrealized losses on investment securities and $9.3 million of merger-related costs.
The Blackstone deal price is $61.25 per share; the NMPRC evidentiary hearings are scheduled for January 19 through February 1, 2027.
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%.
Regeneron Pharmaceuticals reported third quarter 2026 total revenues of $5.1 billion, an increase of 36% compared to the same period in 2025. GAAP net income per diluted share rose 35% to $18.45, while non-GAAP diluted EPS grew 70% to $20.07, driven by strong commercial execution and increased Sanofi collaboration revenue.
Total revenues for Q3 2026 increased 36% to $5.1 billion compared to Q3 2025.
GAAP diluted EPS increased 35% to $18.45, and non-GAAP diluted EPS increased 70% to $20.07.
EYLEA HD U.S. net sales grew 62% to $699 million, and global Libtayo net sales rose 51% to $550 million.
Expanded collaboration with Sanofi adding next-generation antibodies, providing a $1.0 billion up-front payment.
Kenvue Inc. announced its financial results for the fiscal third quarter ended September 27, 2026, delivering its fourth consecutive quarter of net and organic sales growth. Net sales increased 3.2% to $3.89 billion, and diluted earnings per share rose to $0.22, reflecting ongoing productivity initiatives and disciplined execution. Due to its pending transaction with Kimberly-Clark, the company did not provide forward-looking guidance or host a conference call.
Net sales increased 3.2% to $3.886 billion for the third quarter ended September 27, 2026, with organic sales growing 2.9%.
Diluted earnings per share increased to $0.22 compared to $0.21 in the prior year period, while adjusted diluted earnings per share rose 4% to $0.29.
Free cash flow for the first nine months of fiscal 2026 increased to $1.6 billion compared to $1.0 billion in the prior year period.
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.
ExxonMobil reported third-quarter 2026 GAAP earnings of $15.4 billion, or $3.72 per share, alongside adjusted earnings of $17.5 billion, or $4.23 per share. The company generated $25.7 billion in operating cash flow and $19.1 billion in free cash flow, while returning $9.4 billion to shareholders through dividends and share repurchases.
Reported third-quarter 2026 GAAP earnings of $15.4 billion ($3.72 per share) and adjusted earnings of $17.5 billion ($4.23 per share).
Generated operating cash flow of $25.7 billion and free cash flow of $19.1 billion in the third quarter of 2026.
Announced 2027 share repurchases of $20 billion and declared a fourth-quarter dividend of $1.07 per share.
Chevron Corporation reported third quarter 2026 earnings of $9.9 billion, or $5.06 per share, compared with $3.5 billion in the third quarter of 2025. Adjusted earnings came in at $10.4 billion, supported by reliable operations, higher margins on refined product sales, and increased crude oil realizations. The company also declared a quarterly dividend of $1.78 per share and reduced total debt by $3.5 billion during the quarter.
Reported third quarter 2026 earnings of $9.9 billion ($5.06 per share - diluted) compared to $3.5 billion in third quarter 2025.
Adjusted earnings reached $10.4 billion ($5.28 per share - diluted) for the third quarter of 2026.
U.S. refinery crude unit throughput set a new record of 1.09 million barrels per day with crude utilization at 98 percent.
Total debt was reduced by $3.5 billion and a quarterly dividend of $1.78 per share was declared, payable on December 10, 2026.
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.
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
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