2,354 material Form 8-K filings that 2,004 companies we cover made with the SEC in November 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). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Archrock reported third quarter 2026 revenue of $370.8 million, down from $382.4 million a year earlier, while net income rose to $84.5 million and EPS to $0.48 from $0.40. The company reaffirmed full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million and declared a $0.23 quarterly dividend, about 10% higher than a year earlier, while no shares were repurchased in the quarter.
Revenue was $370.8 million versus $382.4 million in Q3 2025; aftermarket services revenue fell to $39.7 million from $56.2 million.
Net income was $84.5 million, or $0.48 per share, versus $71.2 million, or $0.40 per share, a year earlier; the prior-year period included a $4.7 million asset impairment.
Adjusted EBITDA was $228.4 million versus $220.9 million; full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million was reaffirmed.
Quarterly dividend of $0.23 per share is payable November 10, 2026, to holders of record on November 3, 2026; $113.2 million remained under the buyback authorization.
CorVel reported results for the three months ended September 30, 2026, with revenue of $267 million, up from $240 million a year earlier, and diluted earnings per share of $0.67, up from $0.54. For the six months, revenue was $527 million and diluted EPS was $1.31, compared with $474 million and $1.06 a year earlier, and the company reported no borrowings at quarter end.
Quarter revenue of $267 million rose 11%; gross profit of $72.3 million, a 27% gross margin, compared with $58.2 million a year earlier
Quarter net income was $34.1 million, compared with $27.9 million in the prior-year quarter
Six-month revenue of $527 million and diluted EPS of $1.31, compared with $474 million and $1.06 a year earlier
Cash of $270 million and no borrowings at September 30, 2026; the company repurchased $18.1 million of common stock during the quarter
Louisiana-Pacific reported third-quarter 2026 net sales of $691 million, up from $663 million a year earlier, and net income of $23 million, up from $9 million. Nine-month net sales fell to $1.93 billion from $2.14 billion and net income fell to $76 million from $154 million, and the company guided to full-year 2026 consolidated Adjusted EBITDA of $270 million to $280 million.
Q3 2026 net sales were $691 million versus $663 million; diluted EPS was $0.32 versus $0.13.
Nine-month 2026 net sales were $1.93 billion versus $2.14 billion; net income was $76 million versus $154 million.
Full-year 2026 guidance: consolidated Adjusted EBITDA of $270-280 million and Siding net sales of $1.66-1.67 billion, about a 1% decline.
Q3 2026 Adjusted EBITDA was $82 million, flat year over year; Q3 operating cash flow was $112 million.
Douglas Dynamics reported third-quarter 2026 net sales of $218.0 million, up 35%, and net income of $21.2 million, up 166%, with diluted EPS of $0.89 versus $0.33. The company raised the low end of its 2026 guidance ranges, with adjusted diluted EPS now expected at $3.00 to $3.40, up from $2.90 to $3.40. Net cash used in operating activities widened to $47.5 million for the first nine months, due to higher working capital.
Q3 net sales $218.0 million versus $162.1 million a year earlier; Work Truck Attachments sales rose 78% to $121.5 million.
Q3 diluted EPS $0.89 versus $0.33; adjusted diluted EPS $0.98 versus $0.40.
2026 adjusted diluted EPS guidance low end raised to $3.00 from $2.90; high end unchanged at $3.40.
Work Truck Solutions Q3 net sales rose 3% to $96.5 million, while adjusted EBITDA fell to $7.8 million from $9.6 million.
Black Stone Minerals reported third quarter 2026 results with net income of $52.4 million, down from $91.7 million a year earlier, as a $30.2 million loss on commodity derivatives reduced total revenue to $99.7 million. Adjusted EBITDA rose to $104.1 million from $88.1 million, and the board approved a $0.35 per unit distribution, up 9% from the prior quarter, payable November 13, 2026.
Net income was $52.4 million for Q3 2026, compared with $91.7 million in Q3 2025 and $106.4 million in Q2 2026.
Adjusted EBITDA was $104.1 million, compared with $88.1 million in Q3 2025; distributable cash flow was $93.0 million.
Distribution of $0.35 per common unit, with coverage of approximately 1.25x; record date November 6, 2026.
In October 2026, the Caturus development agreement was amended to expand the contract area by 730,000 gross acres to 950,000 gross acres.
Empire State Realty Trust reported third-quarter 2026 diluted earnings of $0.02 per share, down from $0.05 a year earlier, and Core FFO of $0.20 per share, down from $0.23. The company raised its 2026 Core FFO range to $0.77 to $0.80 per share from $0.75 to $0.79, citing the $217.5 million sale of 1359 Broadway and $85.8 million of share repurchases since the second-quarter call.
Q3 2026 total revenues were $193.1 million, compared with $197.7 million in Q3 2025; Observatory revenue fell to $26.8 million from $36.0 million.
Q3 2026 diluted EPS was $0.02 versus $0.05; diluted Core FFO per share was $0.20 versus $0.23.
2026 Core FFO per share guidance was raised to $0.77 to $0.80 from $0.75 to $0.79.
Nine-month 2026 net loss per diluted share was $(0.13), including a $166.1 million goodwill impairment charge.
Sinda Ltd. reported third quarter 2026 results and filed its Form 10-Q, focusing on drilling, exploration and site preparation at its Mexican silver-gold project. The release gives $305.6 million in cash and cash equivalents as of September 30, 2026, and says the company is fully funded for its exploration program and underground decline, but it does not report revenue or profit figures.
Phase 2 drilling completed approximately 31,150 meters in Q3 2026 using 18 rigs
Cash and cash equivalents totaled $305.6 million as of September 30, 2026
Exploration decline budgeted at approximately $98 million over three and a half years; site preparation expected to finish in Q4 2026
Updated Mineral Resource Estimate targeted for completion by year-end 2026
TETRA Technologies reported third-quarter 2026 revenue of $168.0 million, up from $153.2 million a year earlier, and net income of $6.8 million, or $0.05 per diluted share, compared with $4.2 million, or $0.03, in the prior-year quarter. Adjusted EBITDA was $25.1 million, roughly flat year over year and down from $31.9 million in the second quarter, and the company expects fourth-quarter 2026 revenue and adjusted EBITDA to rise by double digits year over year.
Q3 2026 revenue of $168.0 million, up from $153.2 million a year earlier but down from $185.7 million in Q2 2026
Net income of $6.8 million, or $0.05 per diluted share, versus $4.2 million, or $0.03, in Q3 2025; adjusted net income per share was $0.06 versus $0.04
Adjusted EBITDA of $25.1 million, compared with $25.0 million a year earlier and $31.9 million in Q2 2026
Company expects Q4 2026 revenue and adjusted EBITDA up double digits year over year and 2027 revenue and adjusted EBITDA to increase relative to 2026
Calix reported third-quarter 2026 revenue of $301.7 million, up 14% from a year earlier, with non-GAAP earnings of $0.44 per diluted share, within its guidance range. The company expects fourth-quarter revenue of $311 million to $317 million and full-year 2026 revenue growth of about 19%, but GAAP gross margin fell 400 basis points year over year due to higher memory costs.
Q3 2026 revenue was $301.7 million, up 3% sequentially and 14% year over year; non-GAAP gross margin was 53.5%, down 420 basis points from a year earlier.
GAAP net income was $10.2 million, down $5.4 million year over year; GAAP diluted EPS was $0.16 versus non-GAAP EPS of $0.44.
Q4 2026 guidance: revenue of $311 million to $317 million and non-GAAP EPS of $0.41 to $0.49.
In October 2026 the board increased the repurchase authorization by $100 million; $50.0 million was repurchased in Q3, leaving $144 million remaining.
Cabot reported fiscal fourth-quarter 2026 net sales of $1,009 million, up from $899 million, and diluted EPS of $1.25, up from $0.79. Adjusted EPS fell to $1.61 from $1.70, and full-year adjusted EPS fell to $6.42 from $7.25. The company guided fiscal 2027 Adjusted EPS to $6.15 to $6.75 and said Erica McLaughlin is taking over as CEO.
Q4 net sales $1,009 million vs. $899 million; diluted EPS $1.25 vs. $0.79; adjusted EPS $1.61 vs. $1.70
Reinforcement Materials Q4 EBIT fell $32 million to $87 million; Performance Chemicals Q4 EBIT rose $18 million to $60 million
Fiscal 2027 Adjusted EPS guidance of $6.15 to $6.75, compared with $6.42 for fiscal 2026
Erica McLaughlin is taking on the role of CEO; company signed a $50 million U.S. Department of Energy grant agreement for battery materials expansion
Atlas Energy Solutions reported third quarter 2026 results on November 2, 2026. Revenue rose from a year earlier, but the net loss widened and Adjusted EBITDA fell, and the company guided fourth quarter Adjusted EBITDA to $40 million to $50 million. Management said it held sand pricing in the quarter, which reduced sales volumes, and expects sequential improvement in the fourth quarter.
Revenue was $267.8 million, up from $259.6 million a year earlier and down from $293.2 million in the second quarter of 2026.
Net loss was $45.1 million, or $0.36 per share, compared with a $23.7 million loss, or $0.19 per share, a year earlier.
Adjusted EBITDA was $30.3 million, compared with $41.6 million a year earlier; fourth quarter 2026 Adjusted EBITDA guidance is $40 million to $50 million.
The company completed a $424.0 million senior secured bridge facility after quarter end; estimated total liquidity was $499.4 million as of October 23, 2026.
Innovative Industrial Properties reported third quarter 2026 total revenues of $64.9 million, up 0.4% from $64.7 million a year earlier, and diluted net income attributable to common stockholders of $0.99 per share, up from $0.97. Adjusted funds from operations (AFFO) rose to $54.8 million, or $1.96 per share, from $1.71, and the company declared a $1.90 per share dividend, but the filing also shows tenant defaults and lease terminations that the company has been working to re-lease.
Total revenues of $64.9 million vs. $64.7 million in the third quarter of 2025; net income attributable to common stockholders of $28.7 million, or $0.99 per diluted share
AFFO of $54.8 million, or $1.96 per share, vs. $1.71 per share a year earlier
Declared third quarter 2026 dividend of $1.90 per common share, paid October 15, 2026
In September 2026, the company entered into a $245.0 million mezzanine loan commitment for Alewife Park, funding approximately $111.0 million at closing
UMH Properties reported third-quarter 2026 total income of $74.1 million, up 11%, but a net loss attributable to common shareholders of $2.1 million, or $0.02 per diluted share, compared with net income of $4.2 million a year earlier. Normalized FFO rose 4% to $22.1 million, or $0.26 per diluted share, and the company narrowed its full-year 2026 normalized FFO per share guidance to $0.99 to $1.03.
Total income of $74.1 million for the quarter ended September 30, 2026, up from $66.9 million a year earlier.
Net loss attributable to common shareholders of $2.1 million, or $0.02 per diluted share, versus net income of $4.2 million, or $0.05 per share, in the prior-year quarter.
Normalized FFO of $22.1 million, or $0.26 per diluted share, up from $0.25 a year earlier.
Full-year 2026 normalized FFO guidance tightened to $0.99 to $1.03 per share, with a midpoint of $1.01. The filing does not state the prior range.
California Resources reported a third-quarter 2026 net loss of $315 million, compared with net income of $514 million in the second quarter, driven by a non-cash $540 million loss from changes in the fair value of commodity derivatives. Adjusted net income rose to $104 million ($1.17 per diluted share) from $88 million in the second quarter, though it was below $123 million a year earlier, and adjusted EBITDAX of $341 million exceeded company guidance. The board raised the anticipated annual dividend about 4% to $1.68 per share.
Net loss of $315 million, or $3.55 per diluted share, versus net income of $514 million in Q2 2026; total operating revenues were $421 million versus $1,297 million in Q2
Adjusted net income of $104 million ($1.17 per diluted share) versus $123 million in Q3 2025
Adjusted EBITDAX of $341 million exceeded quarterly guidance; 4Q26 adjusted EBITDAX guidance is $340 million to $380 million
Quarterly dividend of $0.42 per share, payable December 18, 2026 to holders of record on December 4, 2026; $570 million remained under the repurchase authorization as of September 30, 2026
Alamo Group reported third-quarter 2026 net sales of $403.1 million, down 4.0%, and GAAP net income of $2.0 million, or $0.17 per diluted share, versus $25.4 million, or $2.10, a year earlier. Results include $33.3 million of net pre-tax charges tied to the sale and wind-down of several businesses, including Dixie Chopper and Boxer, and the company also completed its $158.7 million acquisition of Econ Engineering Group on October 27, 2026.
Q3 2026 net sales were $403.1 million, down 4.0% from $420.0 million; adjusted diluted EPS was $2.06 versus $2.34 a year earlier.
Net income was $2.0 million versus $25.4 million in Q3 2025, including $33.3 million of net pre-tax divestiture charges.
Industrial Equipment Division adjusted EBITDA margin fell to 13.4% from 15.5%, while Vegetation Management margin rose to 12.5% from 9.7%.
Econ Engineering Group, a U.K. roadway maintenance truck maker, was acquired on October 27, 2026 for £120.0 million ($158.7 million), funded with revolver borrowings; backlog at September 30, 2026 was $521.3 million versus $618.3 million a
MSA Safety reported third quarter 2026 results, with net sales up 15% to $536 million, including acquisitions, and 6% organic growth. GAAP diluted EPS fell 15% to $1.51 due to Autronica acquisition costs, while adjusted diluted EPS rose 8% to $2.09. The company kept its full-year sales outlook of low-double-digit reported growth, which matters to shareholders because it shows the Autronica deal has not changed that target.
Net sales were $536 million, up 15% from a year earlier, with 6% organic growth.
GAAP net income was $58 million, or $1.51 per diluted share, versus $1.77 a year earlier; adjusted diluted EPS was $2.09, up 8%.
Autronica Fire and Security was acquired for $563 million, net of cash acquired; the full-year sales outlook of low-double-digit reported growth was maintained.
Free cash flow was $68 million, down 32% from $100 million a year earlier.
CVG reported third-quarter 2026 revenue of $208.1 million, up 36.5%, and net income from continuing operations of $5.6 million, or $0.14 per diluted share, compared with a loss of $6.8 million a year earlier. The company raised its full-year revenue outlook but narrowed its Adjusted EBITDA range, lowering the top end to $29 million and citing CEO succession expenses. David Ruppel will succeed James Ray as President and CEO effective November 9, 2026.
Q3 2026 revenue was $208.1 million, up from $152.5 million; Adjusted EBITDA was $8.5 million, up from $4.6 million.
Net income from continuing operations was $5.6 million, or $0.14 per diluted share, including a $4.1 million pre-tax warrant liability revaluation benefit.
2026 revenue outlook raised to $755 million-$775 million from $725 million-$755 million; Adjusted EBITDA outlook narrowed to $26 million-$29 million from $26 million-$31 million.
David Ruppel becomes President and CEO on November 9, 2026; James Ray remains Senior Advisor until his retirement on January 5, 2027.
Vornado Realty Trust reported a third-quarter 2026 net loss attributable to common shareholders of $47.1 million, or $0.25 per diluted share, compared with net income of $11.6 million, or $0.06 per share, a year earlier. Funds from operations (FFO), a non-GAAP measure that real estate investment trusts commonly use, rose to $0.62 per diluted share from $0.58, and rose to $0.65 per share on an adjusted basis from $0.57.
Q3 2026 net loss attributable to common shareholders: $47.1 million ($0.25 per diluted share), versus net income of $11.6 million ($0.06) in Q3 2025
Q3 2026 FFO: $122.6 million ($0.62 per diluted share); as adjusted, $126.7 million ($0.65), versus $0.57 a year earlier
Nine-month net loss of $53.5 million, compared with net income of $842.3 million in 2025, which included an $803.2 million gain tied to the 770 Broadway master lease with NYU
350 Park Avenue joint venture formed October 20, 2026; Vornado expects an estimated net gain of about $485 million in Q4 2026
New Mountain Finance reported third-quarter 2026 adjusted net investment income of $24.1 million, or $0.26 per share, down from $0.32 per share a year earlier, and net asset value fell to $10.67 per share from $10.89 at June 30, 2026. The company declared a fourth-quarter 2026 distribution of $0.25 per share, below the $0.32 paid in the prior-year quarter, which lowers the income shareholders receive.
Adjusted net investment income of $24.1 million, or $0.26 per share, versus $0.32 per share in Q3 2025
Total investment income of $60.4 million, compared with $80.5 million in Q3 2025
Net asset value of $10.67 per share at September 30, 2026, versus $10.89 at June 30, 2026
Q4 2026 distribution of $0.25 per share, payable December 31, 2026, to holders of record as of December 17, 2026
Transocean reported third quarter 2026 contract drilling revenue of $937 million, down from $966 million in the second quarter and $1.028 billion a year earlier. Net income was $26 million, or $0.02 per diluted share, down from $170 million in the prior quarter but up from a $1.923 billion loss a year earlier, which included an impairment charge. The company also reported contract backlog of approximately $8.0 billion and said the Valaris closing is expected on December 1, 2026.
Contract drilling revenue was $937 million, versus $966 million in 2Q26 and $1.028 billion in 3Q25.
Net income was $26 million ($0.02 per diluted share), versus $170 million in 2Q26 and a $1.923 billion loss in 3Q25.
Adjusted EBITDA was $313 million, a 33.4% margin, roughly flat with $312 million in 2Q26 and down from $397 million in 3Q25.
Fourth quarter 2026 contract drilling revenue guidance is $915 million to $965 million; the Valaris closing is expected December 1, 2026.
Hillman Solutions reported third-quarter 2026 net sales up 7.7% to a record $457.5 million, but GAAP net income fell to $6.3 million from $23.2 million a year earlier. The company narrowed its full-year 2026 net sales outlook to $1.660 to $1.680 billion from $1.670 to $1.720 billion, while reaffirming its Adjusted EBITDA and free cash flow guidance, and its net debt rose to $932.6 million after refinancing and the Kanebridge acquisition.
Net income was $6.3 million, or $0.03 per diluted share, versus $23.2 million, or $0.12, a year earlier; adjusted diluted EPS was $0.22, flat year over year.
Adjusted EBITDA rose to $90.2 million from $88.0 million, and free cash flow rose to $51.1 million from $9.1 million.
FY 2026 net sales outlook was lowered at the top end to $1.660 to $1.680 billion; Adjusted EBITDA (about $285 million) and free cash flow ($105 to $115 million) were reaffirmed.
Net debt was $932.6 million, or 3.4x trailing twelve-month Adjusted EBITDA, up from 2.4x at December 27, 2025; the Kanebridge acquisition was completed in the third quarter.
Crescent Energy reported third quarter 2026 revenue of $1.35 billion, up from $866.6 million a year earlier, and a net loss attributable to the company of $2.2 million, or $0.01 per share, compared with a $9.5 million loss, or $0.04 per share, in the third quarter of 2025. The company also announced an estimated $3.85 billion all-cash acquisition of Eagle Ford assets from Devon Energy, expected to close in the fourth quarter of 2026 or early 2027, subject to closing conditions.
Total revenues were $1,351.2 million for the quarter, compared with $866.6 million in the third quarter of 2025.
Net loss attributable to Crescent was $2.2 million, or $0.01 per share, versus $9.5 million, or $0.04 per share, a year earlier.
Adjusted EBITDAX was $785.8 million and Levered Free Cash Flow was $366.7 million for the quarter.
Crescent declared a quarterly dividend of $0.12 per share, payable November 30, 2026, and had about $336 million remaining under its share repurchase program as of September 30, 2026.
HealthStream reported third quarter 2026 revenue of $83.3 million, up 8.9%, while net income fell 11.7% to $5.4 million and diluted EPS fell to $0.18 from $0.20. The company raised its full-year 2026 revenue, net income and adjusted EBITDA guidance, and declared a $0.035 quarterly dividend.
Q3 2026 revenue $83.3 million, up 8.9% from $76.5 million; operating income $6.6 million, down 13.0%
Q3 net income $5.4 million, down 11.7%; diluted EPS $0.18 versus $0.20; adjusted EBITDA $19.3 million, up 1.0%
2026 guidance raised: revenue $331.0 million to $333.0 million; net income $21.8 million to $22.4 million; adjusted EBITDA $77.0 million to $78.0 million
Quarterly dividend of $0.035 per share payable November 27, 2026 to holders of record on November 16, 2026
Tennant reported third-quarter 2026 net sales of $322.3 million, up 6.2% from a year earlier, and GAAP net income of $19.5 million, up from $14.9 million. Adjusted EBITDA fell 2.0% to $48.8 million, and adjusted diluted EPS declined 4.1% to $1.40, as cost pressures and higher operating spending offset higher volume and pricing. The company reaffirmed its full-year 2026 guidance, which keeps net sales at $1,270 million to $1,310 million.
Net sales $322.3 million, up 6.2%; organic growth 5.7%, with volume up 4.1 points and price up 1.6 points
Adjusted EBITDA $48.8 million, a 15.1% margin, versus $49.8 million and 16.4% a year earlier
GAAP net income $19.5 million and diluted EPS $1.12, versus $14.9 million and $0.80; adjusted diluted EPS $1.40 versus $1.46
2026 guidance reaffirmed: net sales $1,270 million to $1,310 million; adjusted diluted EPS $3.80 to $4.45; backlog about $118 million
Chemours reported third quarter 2026 results on November 2, 2026. Net income attributable to Chemours was $196 million, or $1.29 per diluted share, compared with $46 million, or $0.31, a year earlier, but this included $150 million of PFAS insurance proceeds recorded as a reduction to selling, general and administrative expense. Net sales rose 3% to $1.5 billion and adjusted EBITDA rose to $200 million from $189 million, while the company expects fourth-quarter adjusted EBITDA of $160 million to $185 million.
Net sales of $1,540 million, up 3% from $1,495 million; adjusted EBITDA of $200 million versus $189 million
Net income includes $150 million received under the PFAS insurance proceeds MOU; adjusted EPS was $0.21 versus $0.17
Fourth-quarter 2026 adjusted EBITDA expected at $160 million to $185 million; full-year adjusted EBITDA guided to $775 million to $800 million
Net leverage ratio of about 4.3x at September 30, 2026; company now anticipates below 4.2x in 2026
Recursion reported third-quarter 2026 results, with total revenue of $18.6 million, up from $5.2 million a year earlier, and a net loss of $119.0 million, down from $162.3 million. The company said its cash runway now extends into 2029, including proceeds from an October 2026 offering, and that Fred Hassan was appointed Chair of the Board effective October 31, 2026.
Total revenue was $18.6 million for Q3 2026 versus $5.2 million for Q3 2025, driven mainly by a $10.0 million Sanofi milestone
Net loss was $119.0 million, or $0.22 per share, versus $162.3 million, or $0.36 per share, a year earlier
Cash, cash equivalents and restricted cash were $561.5 million at September 30, 2026; pro forma about $748.7 million including about $187.2 million in offering proceeds
Fred Hassan was appointed Chair of the Board effective October 31, 2026
Fabrinet reported first quarter fiscal 2027 revenue of $1,474.5 million, marking a 51% increase from the prior year and exceeding its guidance range. The company also expanded its share repurchase program by authorizing an additional $103.0 million and issued strong second-quarter guidance.
First quarter fiscal year 2027 revenue reached $1,474.5 million, compared to $978.1 million in the prior year.
GAAP net income for the quarter was $103.5 million, or $2.86 per diluted share.
The Board of Directors expanded the share repurchase program by an additional $103.0 million.
Second quarter fiscal year 2027 revenue is expected to be between $1.6 billion and $1.65 billion.
Pershing Square Inc. reported third quarter 2026 GAAP net loss attributable to the company of $19.9 million, or $0.05 per share, compared with net income of $155.5 million, or $0.39 per share, a year earlier. Non-GAAP fee-related earnings rose 13% to $63.7 million, while distributable earnings fell 12% to $49.5 million, or $0.12 per share.
GAAP total revenue was $56.6 million, down from $66.2 million in Q3 2025, with no performance fees recorded in Q3 2026.
GAAP operating loss was $20.1 million, including $70.5 million of employee compensation and benefits, which the company's reconciliation says includes $64.8 million of non-cash or non-recurring compensation.
Distributable earnings were $49.5 million after $11.5 million of taxes and related payables; the company paid a $0.103 per share dividend on October 20, 2026.
Assets under management rose 0.9% in the quarter to $32.8 billion, and net cash and investments were $642 million as of September 30, 2026.
Huntsman reported third quarter 2026 revenues of $1,717 million, up 18% from $1,460 million a year earlier, and a net loss attributable to Huntsman of $18 million, compared with $25 million in the prior-year period. Adjusted diluted income per share was $0.04, versus an adjusted loss of $0.03 a year earlier, while free cash flow fell to $82 million from $157 million. Management also said it expects the planned merger of equals with Olin Corporation to close in the first quarter of 2027.
Revenues were $1,717 million, up from $1,460 million in the third quarter of 2025.
Net loss attributable to Huntsman narrowed to $18 million, or $0.10 per diluted share, from $25 million, or $0.14 per share.
Adjusted EBITDA rose to $132 million from $94 million, and adjusted diluted income per share was $0.04 versus a loss of $0.03.
Free cash flow was $82 million, down from $157 million; the Olin merger is now expected to close in the first quarter of 2027.
Apple Inc. reported fourth quarter revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10. For the full fiscal year 2026, the company posted record total revenue of $479 billion. Shareholders will receive a cash dividend of $0.27 per share payable on November 16, 2026.
Diluted earnings per share for the fourth quarter were $2.10, up 14 percent year over year.
Full year fiscal 2026 revenue set a record at $479 billion, up from $416.2 billion in fiscal 2025.
A cash dividend of $0.27 per share was declared, payable on November 16, 2026, to shareholders of record on November 12, 2026.
Mesabi Trust received $3,071,304 in total royalty payments on October 30, 2026, based on Cliffs' quarterly report covering the quarter ended September 30, 2026. The trust was credited with a $2,802,377 base royalty and no bonus royalties, and Cliffs credited 1,142,290 tons shipped, up from 987,370 tons a year earlier. The filing says royalties vary widely from quarter to quarter and are not necessarily indicative of future royalties or distributions.
Total royalty payments received October 30, 2026 were $3,071,304, which includes a $268,927 payment to the Mesabi Land Trust.
Base royalty credited to Mesabi Trust was $2,802,377, and bonus royalties were zero dollars.
No bonus royalties were credited because deemed shipment prices were below the 2026 adjusted bonus royalty threshold of $71.70 per ton.
Tons shipped credited to Mesabi Trust rose to 1,142,290 in Q3 2026 from 987,370 in Q3 2025.
Inspire Medical Systems reported third-quarter 2026 revenue of $206.7 million, down 7.9% from a year earlier, and a net loss of $24.4 million, or $(0.84) per diluted share, versus earnings of $0.34 per share in the prior-year quarter. The company narrowed its full-year 2026 revenue outlook to $850 million to $860 million and set a GAAP diluted EPS range of $(0.36) to $(0.10), with the loss driven partly by $24.1 million of restructuring charges and $7.0 million of legal settlement expense.
Q3 2026 revenue of $206.7 million, down from $224.5 million; the company cites U.S. revenue declines tied to coding and reimbursement challenges.
Diluted EPS of $(0.84) versus $0.34 a year earlier; adjusted diluted EPS of $0.14 versus $0.37.
Full-year 2026 revenue outlook narrowed to $850 million to $860 million from $835 million to $875 million; adjusted diluted EPS outlook of $1.20 to $1.40.
Operating cash flow of $46.4 million, compared with $68.5 million in the prior-year quarter.
Metallus reported third-quarter 2026 net sales of $337.2 million, up 10% from a year earlier but down 1% from the second quarter, and net income of $23.8 million, or $0.55 per diluted share. The company expects fourth-quarter adjusted EBITDA to be lower than the third quarter and full-year 2026 adjusted EBITDA of $100 million to $105 million.
Q3 2026 adjusted EBITDA was $34.5 million, up from $29.0 million in both the second quarter of 2026 and the third quarter of 2025.
Q3 net income included a $15.7 million gain from remeasurement of benefit plans; adjusted net income was $14.9 million, or $0.35 per diluted share, versus $11.8 million, or $0.27, a year earlier.
Fourth-quarter shipments are expected to fall by a high-single-digit percentage sequentially, and annual shutdown maintenance is expected to reduce adjusted EBITDA by about $10 million to $15 million versus the third quarter.
Kristopher Westbrooks will succeed Mike Williams as chief executive officer at the end of 2026, and the company received a U.S. Defense Logistics Agency contract with an initial $125 million purchase order.
Lattice Semiconductor reported third-quarter 2026 revenue of $291.0 million, driven by strong compute and communications demand and the acquisition of AMI. GAAP net income was $11.2 million, or $0.08 per diluted share, while non-GAAP diluted net income per share reached $0.72. For the fourth quarter of 2026, the company expects revenue between $325 million and $345 million.
Third-quarter 2026 revenue reached $291.0 million, an increase of 118.3% year-over-year.
GAAP net income was $11.2 million, or $0.08 per diluted share, for the quarter ended October 3, 2026.
Fourth-quarter 2026 revenue is expected to be between $325 million and $345 million.
Herbalife reported third-quarter 2026 net sales of $1.35 billion, up 6.0% from a year earlier, and diluted EPS of $0.55 versus $0.42. The company raised its full-year 2026 net sales guidance and maintained its reported adjusted EBITDA guidance, while announcing a new $250 million share repurchase program and a leadership change, with John DeSimone named interim CEO and Scott Schaefer named CFO, both effective November 1, 2026.
Q3 net sales of $1.35 billion, up 6.0% year over year (7.6% at constant currency); net income attributable to Herbalife of $58.8 million vs. $43.2 million a year earlier
Diluted EPS of $0.55 vs. $0.42; adjusted diluted EPS of $0.64 vs. $0.50
Full-year 2026 net sales guidance increased on reported and constant currency bases; adjusted EBITDA guidance maintained on a reported basis
Board authorized a share repurchase program of up to $250 million over three years; no shares were repurchased in Q3; John DeSimone named interim CEO
Great Elm Capital Corp. reported third quarter 2026 results showing lower net investment income, a smaller net asset value per share and a net decrease in net assets from operations. Management cited a challenging credit environment and pressure on its CLO joint venture. The Board declared a $0.25 per share fourth quarter distribution, which is above the quarter's $0.17 per share net investment income.
Net investment income was $2.4 million, or $0.17 per share, versus $4.5 million, or $0.32 per share, in the quarter ended June 30, 2026; total investment income fell to $8.7 million from $10.9 million.
Net asset value per share was $7.40 on September 30, 2026, down from $7.95 on June 30, 2026; net assets were $102.7 million.
Net realized and unrealized losses were $6.6 million, including a $3.3 million decrease in the fair value of the CLO Formation JV investment, resulting in a $4.2 million net decrease in net assets from operations.
The Board declared a $0.25 per share distribution payable December 31, 2026, to holders of record as of December 15, 2026; the Company repurchased 349,653 shares for about $1.7 million from January 1 through October 30, 2026.
Aehr Test Systems reported first quarter fiscal 2027 results for the period ended September 25, 2026, with revenue of $33.0 million, up 200% from $11.0 million a year earlier, and GAAP net income of $7.2 million, or $0.21 per diluted share, compared with a net loss of $2.1 million a year earlier. The company raised its fiscal 2027 revenue outlook to $150 million from a prior range of $130 million to $150 million, which matters to shareholders because it signals higher expected sales for the year. The filing also covers a one-month transition period ended June 26, 2026, following a change in fiscal year-end.
Revenue was $33.0 million, up 200% year over year from $11.0 million and up 75% sequentially
GAAP net income was $7.2 million, or $0.21 per diluted share, versus a GAAP net loss of $2.1 million, or $0.07 per diluted share, a year earlier
Fiscal 2027 revenue outlook raised to $150 million from a prior range of $130 million to $150 million; non-GAAP net income expected at least 20% of revenue
Bookings were $46.7 million; backlog was $100.9 million at September 25, 2026, and effective backlog was $109.3 million at November 1, 2026
Red Robin said it will delay its fiscal third-quarter earnings release and conference call from November 4 to November 18, 2026, and will file a Notification of Late Filing for its quarterly report on Form 10-Q. Preliminary comparable restaurant revenue rose 3.9% for the quarter, driven by a 5.6% higher average guest check, while guest traffic fell 1.7%. The company attributed the delay to accounting and valuation work on its refranchising transactions and debt refinancing, and said it is unrelated to significant changes in financial condition or results.
Preliminary third-quarter comparable restaurant revenue increased 3.9% versus the prior year; guest traffic declined 1.7% and average guest check rose 5.6%.
Earnings release and conference call moved from November 4 to November 18, 2026, at 4:30 p.m. ET.
The company will file Form NT 10-Q to extend the deadline for its 10-Q for the quarter ended October 4, 2026.
During the quarter, 108 company-owned restaurants were refranchised for approximately $89.4 million in cash proceeds; a five-year $115 million credit agreement was completed on October 2, 2026.
Boise Cascade reported third quarter 2026 net income of $36.4 million, or $1.04 per diluted share, on sales of $1.8 billion, compared with $21.8 million, or $0.58 per share, on sales of $1.7 billion a year earlier. The company also gave fourth quarter 2026 guidance for total company EBITDA of $32 million to $54 million, and said housing demand remains constrained.
Q3 2026 net income $36.4 million ($1.04 diluted EPS) vs. $21.8 million ($0.58) in Q3 2025; sales up 8% to $1.8 billion
Wood Products segment income was $16.1 million vs. a $12.1 million loss a year earlier; Building Materials Distribution segment income fell 6% to $51.3 million
Fourth quarter 2026 guidance: total company EBITDA of $32 million to $54 million
Board declared a quarterly dividend of $0.23 per share on October 29, 2026, payable December 16, 2026
Celanese furnished prepared remarks and a slide deck for its third quarter 2026 earnings, showing adjusted earnings per share of $1.65, up 23% from the prior year, and free cash flow of $461 million. The company raised its full-year 2026 free cash flow outlook to $750 million to $800 million and expects full-year adjusted EPS of approximately $6.00 to $6.25. Management also said a sale of a further 19% stake in the Nutrinova joint venture to Mitsui, for about $152 million, is expected to close in the coming weeks.
Q3 2026 adjusted EPS of $1.65, up 23% from the same period last year; free cash flow of $461 million
Full-year 2026 free cash flow outlook raised to $750 million to $800 million
Full-year 2026 adjusted EPS expected at approximately $6.00 to $6.25
Net debt-to-operating EBITDA was 4.9x at quarter end, with a target of about 4.7x at the end of 2026
UDR, Inc. reported its third-quarter 2026 financial results, showing an increase in net income per diluted share to $0.67 compared to $0.12 in the prior-year period. Driven by better-than-expected operational results and FFOA, the company raised its full-year 2026 guidance ranges for net income and FFOA per diluted share. Shareholders also benefited from the close of a strategic $2.0 billion joint venture with Apollo and ongoing share repurchases.
Net income per diluted share was $0.67 for the third quarter ended September 30, 2026, compared to $0.12 in 2025.
Full-year 2026 FFOA per diluted share guidance was updated to a range of $2.54 to $2.56, with a midpoint of $2.55.
Closed a $2.0 billion strategic partnership with Apollo on October 30, 2026, receiving $1.34 billion of equity capital.
Repurchased approximately 5.2 million common shares through October for $185.1 million.
Crawford & Company reported third-quarter 2026 revenues before reimbursements of $321.6 million, down slightly from $322.2 million a year earlier, while GAAP net income rose 21% to $15.0 million, or $0.31 per diluted share. CEO Bruce Swain said lower claims frequency and moderating weather-related activity are expected to pressure fourth-quarter results, which matters to shareholders because the company gave no numeric outlook in the filing.
Revenues before reimbursements were $321.6 million versus $322.2 million in the third quarter of 2025.
GAAP net income was $15.0 million, or $0.31 per diluted share, versus $12.4 million, or $0.25, a year earlier.
Non-GAAP diluted EPS was $0.37 versus $0.32; management expects fourth-quarter pressure from lower claims frequency and moderating weather activity.
Operating cash flow was $29.0 million for the first nine months of 2026, down from $51.7 million; total debt rose to $225.1 million from $189.1 million at December 31, 2025.
Offerpad reported third quarter 2026 revenue of $78.1 million, down 41% from $132.7 million a year earlier, with a net loss of $11.5 million and an Adjusted EBITDA loss of $7.5 million. The company now expects a positive Adjusted EBITDA run rate as it exits Q2 2027, compared with its previous expectation of exiting 2026, and guided fourth quarter revenue to $100 million to $120 million.
Q3 2026 revenue $78.1 million vs. $132.7 million in Q3 2025 (down 41%)
Net loss $11.5 million vs. $11.6 million a year earlier; diluted loss per share $2.30 vs. $3.71
Adjusted EBITDA loss widened to $7.5 million from $4.6 million a year earlier
Positive Adjusted EBITDA run rate now expected as it exits Q2 2027; Q4 2026 guidance is 400 to 475 transactions and $100 million to $120 million revenue
GoodRx said its financial statements for the quarters ended March 31 and June 30, 2026 should no longer be relied upon because Pharma Direct revenue was understated, and that prior reports on those periods should also not be relied upon. The corrected figures are higher, but the company expects to report material weaknesses in internal control over financial reporting, and the restatement remains preliminary.
Six-month total revenue to June 30, 2026 would rise from $394.4 million to $424.2 million.
Six-month net income would rise from $9.7 million to $24.6 million, and diluted EPS from $0.03 to $0.07.
The company expects to report one or more material weaknesses in internal control over financial reporting for each affected period.
The company plans to file amended Forms 10-Q for the affected periods as soon as practicable.
Corebridge Financial, Inc. reported net income available to common shareholders of $1.4 billion for the third quarter of 2026, alongside adjusted after-tax operating income of $545 million. The company also returned $295 million to shareholders through share repurchases and dividends while progressing toward its merger with Equitable. Shareholders may note these results reflect varied segment performance and ongoing capital return activities.
Net income available to common shareholders reached $1.44 billion, or $3.22 per share, for the three months ended September 30, 2026.
Adjusted after-tax operating income available to common shareholders was $545 million, with operating earnings of $1.22 per share.
The company returned $295 million to shareholders, which included $185 million in share repurchases and $110 million in common dividends.
Holding company liquidity stood at $2.2 billion as of September 30, 2026.
Centerspace reported third-quarter 2026 results, with diluted net income of $7.28 per share versus $3.19 a year earlier, driven mainly by a $150.3 million gain on property sales. Core FFO per diluted share fell 6.7% to $1.11, and revenue declined 16.6% to $59.5 million, mainly due to apartment dispositions. The company will no longer provide guidance because of its pending merger with Independence Realty Trust, under which each Centerspace share would convert into 3.8 IRT shares.
Diluted net income was $7.28 per share for Q3 2026, compared with $3.19 in Q3 2025, primarily due to a higher gain on sale of real estate.
Core FFO per diluted share was $1.11, down from $1.19 a year earlier; FFO per diluted share was $0.83 versus $1.19.
Same-store NOI fell 2.7% year over year, and revenue fell 16.6% to $59.5 million on property sales.
Centerspace will no longer provide 2026 guidance; a special shareholder meeting on the IRT merger is set for November 10, 2026.
BRC Inc. reported third-quarter 2026 net revenue of $108.0 million, up 7.3% from a year earlier, and Adjusted EBITDA of $9.5 million, up 12.3%. The net loss widened to $8.7 million from $1.2 million, and the company reaffirmed its full-year 2026 guidance of at least 8% revenue growth and at least 35% Adjusted EBITDA growth despite planned Outpost closures and a divested brand.
Net revenue rose 7.3% to $108.0 million; Wholesale revenue rose 8.1% to $72.5 million and DTC revenue rose 8.5% to $30.2 million.
Net loss was $8.7 million versus $1.2 million in Q3 2025; Adjusted EBITDA increased 12.3% to $9.5 million.
Full-year 2026 guidance reaffirmed: at least 8% revenue growth and at least 35% Adjusted EBITDA growth, including about $3 million in expected Q4 revenue headwinds.
Other operating expense rose to $9.3 million, driven by Outpost impairments and a legal contingency accrual; the company plans to close 12 company-operated Outposts.
Voya Financial reported third-quarter 2026 net income available to common shareholders of $193 million, or $2.09 per diluted share, up from $176 million, or $1.80, a year earlier. The board also raised the quarterly dividend 21% to $0.57 per share and increased the share repurchase authorization by $500 million, which matters to shareholders because it changes how much cash the company returns to them.
Net income available to common shareholders was $193 million, or $2.09 per diluted share, versus $176 million, or $1.80, in third-quarter 2025.
After-tax adjusted operating earnings were $240 million, or $2.60 per diluted share, versus $239 million, or $2.45, a year earlier, and included $25 million of pre-tax severance expense.
Quarterly common dividend rises 21% to $0.57 per share, beginning in the fourth quarter of 2026.
Repurchase authorization increased by $500 million, on top of about $163 million of remaining capacity as of Sep. 30, 2026.
Voyager Technologies reported third-quarter 2026 net sales of $89 million, up 124% year over year, and raised the lower end of its full-year 2026 revenue guidance by $10 million. The company's net loss attributable to Voyager widened to $55.7 million, or $0.91 per share, from $16.3 million, or $0.28 per share, a year earlier, so shareholders face sharply higher losses even as revenue and backlog grow.
Q3 2026 net sales were $88.7 million, up 124% year over year, and backlog reached $742 million at September 30, 2026, up from $336 million at June 30, 2026.
Net loss attributable to Voyager was $55.7 million, or $0.91 per share, versus $16.3 million, or $0.28 per share, in Q3 2025.
Gross margin fell to 11.5% from 15.4% a year earlier, which the company attributed to investments in manufacturing capacity and strategic programs.
Full-year 2026 revenue guidance is now $285 million to $305 million, implying growth of approximately 72% to 84%.
ON Semiconductor Corporation reported third quarter 2026 revenue of $1,722.3 million and GAAP diluted earnings per share of $0.79, alongside non-GAAP diluted earnings per share of $0.90. The company also announced revised terms for its planned acquisition of Synaptics for approximately $5.7 billion in cash and provided its fourth quarter 2026 revenue outlook between $1,715 million and $1,815 million. These financial results and strategic developments provide shareholders with updated visibility into core operating margins and ongoing portfolio expansion.
Third quarter 2026 revenue reached $1,722.3 million, an 11% increase year-over-year.
GAAP diluted earnings per share were $0.79 and non-GAAP diluted earnings per share were $0.90 for the quarter ended October 2, 2026.
Revised terms for the planned acquisition of Synaptics were announced for approximately $5.7 billion in cash.
Fourth quarter 2026 revenue is projected to be between $1,715 million and $1,815 million.
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