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).
Par Pacific reported third quarter 2026 net income attributable to stockholders of $353.3 million, or $7.11 per diluted share, up from $262.6 million, or $5.16 per share, a year earlier. The results include a $187.2 million small refinery exemption benefit from the EPA, and the company agreed to sell its 46% interest in Laramie Energy, with about $120 million in cash proceeds expected by year end.
Revenues were $3,052.4 million in Q3 2026, compared with $2,012.9 million in Q3 2025.
Adjusted net income attributable to stockholders was $531.5 million, or $10.70 per diluted share, including a $187.2 million SRE impact.
The EPA granted full and partial small refinery exemptions in August 2026, which the company recorded as a gain in the third quarter.
The Laramie Energy sale is expected to close in Q4 2026, with about $120 million in cash proceeds expected by year end.
Avista Corp. reported third-quarter 2026 GAAP net income of $49 million, or $0.57 per diluted share, up from $29 million, or $0.36, a year earlier. Non-GAAP utility earnings rose to $33 million, or $0.38 per share, from $30 million, or $0.37, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.
Q3 2026 GAAP EPS $0.57 vs. $0.36; non-GAAP utility EPS $0.38 vs. $0.37
Year-to-date GAAP EPS $2.11 vs. $1.51; non-GAAP utility EPS $1.76 vs. $1.67
2026 non-GAAP utility EPS guidance confirmed at $2.52 to $2.72; CEO expects the midpoint
Company expects to issue up to $15 million of common stock in 2026 and up to $220 million of long-term debt in 2027
Hecla reported third quarter 2026 sales of $395 million, up 18% from the prior quarter, and income from continuing operations of $150 million, or $0.22 per share, versus $118 million, or $0.18 per share, in the second quarter. The company raised the low end of its 2026 silver production guidance, improved its cost guidance, and lowered its capital investment guidance, while also suppressing Keno Hill milling rates from the fourth quarter to preserve permitted tailings capacity. The filing also added Dale Andres to the Board and declared a $0.00375 per share dividend.
Sales of $394.8 million from continuing operations, up from $333.9 million in the prior quarter, driven mainly by timing of sales at Greens Creek
Record free cash flow from continuing operations of $151 million; cash and cash equivalents of $692 million at September 30, 2026
2026 silver production guidance of 15.3-16.1 million ounces, with the low end raised from 15.1 million; total capital investment guidance lowered to $198-$214 million
Dividend of $0.00375 per share payable on or about December 8, 2026, to holders of record on November 23, 2026
Ashland reported preliminary fourth-quarter fiscal 2026 sales of $498 million, up 4% from the prior-year quarter, and adjusted EBITDA of $121 million, up 2%. GAAP results were weaker: a net loss of $16 million compared with net income of $32 million a year earlier. The company also issued fiscal 2027 guidance of $1,905 million to $1,975 million in sales and $405 million to $435 million in adjusted EBITDA.
Q4 sales were $498 million, up 4%; sales volumes rose 3% and pricing rose 2%.
Net loss was $16 million, or ($0.35) per diluted share; adjusted diluted EPS was $1.12 versus $1.08 a year earlier.
Specialty Additives adjusted EBITDA fell 31% to $20 million, while Life Sciences adjusted EBITDA rose 16% to $64 million.
Fiscal 2027 guidance: sales of $1,905 million to $1,975 million and adjusted EBITDA of $405 million to $435 million; fiscal 2026 adjusted EBITDA was $385 million.
Avidia Bancorp filed an investor presentation for a November 5, 2026 conference that reports third-quarter 2026 results. Net income rose to $8.6 million, or $0.47 per share, from $7.2 million, or $0.39 per share, in the second quarter, and the company completed its $30 million stock repurchase plan on November 3, 2026.
Third-quarter 2026 net income was $8.6 million, up from $7.2 million in the second quarter of 2026.
Diluted EPS was $0.47 versus $0.39 in the prior quarter; total revenue rose to $31.2 million from $29.9 million.
The $30 million stock repurchase plan was completed on November 3, 2026, with 1.36 million shares repurchased (6.8%).
Net interest margin was 3.86%, up from 3.64% in the second quarter.
Global Water Resources reported third-quarter 2026 revenue of $16.3 million, up 5.0% year over year, while net income fell $0.7 million to $1.0 million, or $0.03 per diluted share. Management attributed the profit decline mainly to higher depreciation and net interest expense from recent rate base investments, and nine-month revenue rose 12.2%.
Q3 2026 total revenue rose 5.0% to $16.3 million; net income was $1.0 million, or $0.03 per diluted share, versus $1.7 million, or $0.06, in Q3 2025.
Nine-month revenue rose 12.2% to $47.4 million; nine-month net income was $3.4 million, or $0.12 per diluted share, versus $3.9 million, or $0.15.
Depreciation, amortization and accretion rose 30.4% in the quarter to $4.6 million, from $3.6 million.
The ACC is scheduled to deliberate the GW-Santa Cruz and GW-Palo Verde settlement at its November 4, 2026 open meeting; if approved, new GW-Santa Cruz rates take effect December 1, 2026.
Flotek reported third quarter 2026 revenue of $114.4 million, up 104% from a year earlier, and raised its full-year 2026 guidance for revenue and Adjusted EBITDA. Net income fell 35% to $13.3 million because the year-earlier quarter included a $12.6 million non-cash tax benefit. The company also outlined a 2027 Data Analytics capital plan of $15 million to $20 million, partly funded by a term loan closed in September.
Q3 2026 revenue $114.4 million, up 104% from $56.0 million; the company cites its highest quarterly revenue in twelve years
Net income $13.3 million, or $0.34 per diluted share, versus $20.4 million, or $0.53, in Q3 2025
Adjusted EBITDA $19.5 million, up 87% from $10.4 million a year earlier
2026 guidance raised: revenue $382-$390 million (previously $360-$370 million); Adjusted EBITDA $59-$62 million (previously $50-$54 million)
EagleRock Land reported third-quarter 2026 revenue of $43.3 million and net income of $11.3 million, up from $17.5 million of revenue and a $4.9 million net loss in the third quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to a range of $133 million to $137 million from a prior midpoint of $131 million, and also disclosed a new 35,000-acre dedication with Double Eagle V and two Midland Basin acquisitions.
Q3 2026 total revenue was $43.3 million, versus $17.5 million in Q3 2025 and $46.8 million in Q2 2026 on a normalized basis.
Q3 2026 Adjusted EBITDA was $34.0 million, with an Adjusted EBITDA Margin of 78.5%; Free Cash Flow was $31.8 million.
Full-year 2026 Adjusted EBITDA guidance was raised to $133 million to $137 million, with about $2 million of the $4 million midpoint increase attributed to Intrepid Ranch.
Subsidiary DE IV Flow signed a water system management agreement with DEF Operating, an affiliate of a more than 5% shareholder; total debt at September 30, 2026 was $70 million.
SLR Investment Corp. reported net investment income of $17.8 million, or $0.33 per share, for the quarter ended September 30, 2026, down from $21.6 million, or $0.40 per share, a year earlier. Net asset value fell to $17.83 per share from $18.00 at June 30, 2026, and the board declared a $0.31 per share quarterly distribution, which the company said its net investment income covered.
Net investment income was $17.8 million, or $0.33 per share, versus $21.6 million, or $0.40 per share, a year earlier; flat sequentially per management.
Net increase in net assets from operations was $7.6 million, or $0.14 per share, versus $23.3 million, or $0.43 per share, a year earlier.
Net asset value was $17.83 per share at September 30, 2026, compared with $18.00 at June 30, 2026.
Quarterly distribution of $0.31 per share is payable December 28, 2026, to holders of record as of December 14, 2026.
Matador Resources reported third quarter 2026 results on November 3, 2026, with oil and natural gas revenue of $1.22 billion, up 51% from a year earlier, while GAAP net income of $172.1 million was slightly below the $176.4 million reported in the third quarter of 2025. The company raised its full-year 2026 production guidance and said it repaid $150 million of debt in October 2026 and increased its annual dividend, which matters to shareholders because the revenue growth and dividend increase come alongside a slight dip in GAAP earnings per share.
Oil and natural gas revenue was $1.22 billion in Q3 2026, up from $810 million in Q3 2025.
GAAP net income was $172.1 million, or $1.39 per diluted share, versus $176.4 million, or $1.42 per diluted share, a year earlier; adjusted EPS was $2.08 versus $1.36.
Full-year 2026 production guidance was raised to 223,000 to 224,000 BOE per day, from 218,500 to 223,500 BOE per day in August 2026.
Annual dividend increased to $1.75 per share from $1.50, a 17% increase, and $150 million of borrowings were repaid in October 2026.
Seaboard reported third-quarter 2026 net sales of $2,771 million, up from $2,540 million a year earlier, but net earnings attributable to Seaboard fell to $28 million from $109 million as operating income dropped to $13 million from $84 million. For the nine months, net earnings rose to $300 million from $243 million, and the board declared a quarterly cash dividend of $2.25 per share.
Three months ended October 3, 2026: net sales $2,771 million vs. $2,540 million; earnings per share $29.23 vs. $113.71
Nine months ended October 3, 2026: net sales $8,093 million vs. $7,336 million; earnings per share $313.22 vs. $251.47
Quarterly cash dividend of $2.25 per share, payable November 23, 2026, to holders of record on November 13, 2026
Talos Energy reported a third-quarter 2026 net loss of $81.2 million, or $0.49 per diluted share, on total revenues of $596.0 million. Adjusted net income was $99.3 million, or $0.58 per share, and the company raised its full-year 2026 production guidance while lowering its capital expenditure range. The mixed result matters to shareholders because the GAAP loss contrasts with higher adjusted profit and higher output.
Total revenues of $596.0 million; GAAP net loss of $81.2 million ($0.49 per diluted share); adjusted net income of $99.3 million ($0.58 per share)
Third-quarter production of 91.5 MBoe/d exceeded guidance; full-year 2026 production guidance raised to 92.5 to 94.5 MBoe/d from 85.0 to 90.0 MBoe/d
Capital expenditure guidance lowered to $475 million to $525 million from $500 million to $550 million; cash operating expenses guidance raised to $580 million to $600 million from $560 million to $590 million
Acquisition of deepwater assets from Shell completed September 22, 2026, with a final net cash purchase price of $420 million; 1.4 million shares repurchased for $23.6 million in the quarter
Ovintiv Inc. reported third quarter 2026 net earnings of $549 million and Non-GAAP Free Cash Flow of $680 million, alongside an agreement to acquire Logan Energy Corp. for approximately $890 million. The company returned $467 million to shareholders through buybacks and dividends while maintaining its full-year guidance.
Third quarter net earnings were $549 million, with Non-GAAP Free Cash Flow of $680 million.
Announced an agreement to acquire Logan Energy Corp. for a total transaction value of approximately $890 million.
Board of Directors declared a quarterly dividend of $0.30 per share, payable on December 31, 2026.
Third quarter production averaged 631 thousand barrels of oil equivalent per day.
Primoris reported third-quarter 2026 revenue of $2.0 billion, down 10.4% from a year earlier, and net income of $51.3 million, or $0.95 per diluted share, versus $1.73 in the third quarter of 2025. The decline was mainly due to lower renewables activity in the Energy segment, and the company updated its full-year 2026 guidance while also declaring a dividend and authorizing a $250 million share purchase program.
Q3 2026 revenue was $2.0 billion, down 10.4%; Energy segment revenue fell 17.6%.
Diluted EPS was $0.95 versus $1.73; adjusted diluted EPS was $1.20 versus $1.88.
Full-year 2026 diluted EPS guidance is $1.20 to $1.35; adjusted EPS guidance is $2.10 to $2.25.
Board declared a $0.08 per share dividend payable about January 15, 2027, and authorized a $250 million buyback with no expiration date.
Weis Markets reported third quarter 2026 total revenue of $1.28 billion, up 3.0%, with net income of $22.21 million and earnings per share of $0.90, compared with $0.69 a year earlier. Higher fuel sales, new stores and a higher gross profit margin drove the improvement, while pharmacy pricing changes under the Inflation Reduction Act weighed on sales. The company also declared a $0.34 quarterly dividend.
Q3 2026 total revenue rose 3.0% to $1.28 billion; comparable store sales rose 1.3%, but fell 1.2% excluding fuel.
Gross profit margin rose to 25.5% from 24.8%; income from operations rose 38.6% to $28.51 million.
Year-to-date net income was $72.92 million, or $2.95 per share, versus $61.73 million, or $2.38 per share, a year earlier.
Board declared a $0.34 per share quarterly dividend, payable November 23, 2026, to holders of record as of November 9, 2026.
XMax Inc. released unaudited preliminary third-quarter 2026 results showing net sales of about $6.42 million, down from $9.76 million a year earlier, and an expected net loss of $12.10 million to $13.10 million, driven mainly by a non-cash unrealized loss. The numbers are not final: closing procedures are incomplete, the auditor has not reviewed them, and the complete results are due in a Form 10-Q by November 16, 2026.
Q3 2026 net sales of about $6.42 million versus $9.76 million in Q3 2025; gross margin of about 13.9% versus 10.1%
Expected Q3 2026 net loss of $12.10 million to $13.10 million, primarily a non-cash unrealized loss
Nine-month net sales of about $10.94 million versus $14.95 million; expected nine-month net income of $19.50 million to $20.50 million, mainly a non-cash unrealized gain
Board approved a share repurchase program of up to $30 million; final Form 10-Q expected on or before November 16, 2026
Summit Hotel Properties reported third-quarter 2026 results with a net loss attributable to common stockholders of $7.7 million, or $0.07 per diluted share, down from $11.3 million, or $0.11, a year earlier. Total revenues rose to $185.7 million from $177.1 million, and the company again raised its full-year 2026 guidance ranges for pro forma RevPAR growth, Adjusted EBITDAre, and Adjusted FFO, which may matter to shareholders because it reflects higher expected earnings for the year.
Q3 2026 net loss attributable to common stockholders was $7.7 million ($0.07 per diluted share), versus $11.3 million ($0.11) in Q3 2025.
Q3 2026 total revenues were $185.7 million, up from $177.1 million; Adjusted EBITDAre rose 11.8% to $43.9 million.
Full-year 2026 Adjusted FFO guidance was raised to $102.5 million–$107.5 million ($0.85–$0.89 per share); Adjusted EBITDAre guidance is $181 million–$186 million.
Quarterly common dividend of $0.08 per share was declared on October 27, 2026, payable November 30, 2026 to holders of record as of November 16, 2026.
GXO Logistics furnished an investor presentation reporting third-quarter 2026 results, with revenue of $3.6 billion, up 5.7% from a year earlier, and organic revenue growth of 6.4%. Adjusted diluted EPS rose 13% to $0.89, while adjusted EBITDA was flat at $251 million, and full-year 2026 guidance was unchanged.
Q3 2026 revenue was $3.6 billion versus $3.4 billion in Q3 2025; organic revenue growth was 6.4%.
Adjusted diluted EPS was $0.89 versus $0.79; adjusted EBITDA was $251 million in both periods.
Free cash flow fell to $85 million from $187 million in Q3 2025; net leverage was 2.7x, unchanged year over year.
FY 2026 guidance was reaffirmed: adjusted EBITDA of $945 million to $965 million and adjusted diluted EPS of $2.95 to $3.15.
Global Industrial reported third-quarter 2026 net sales of $389.5 million, up 10.2% from a year earlier, and diluted EPS from continuing operations of $0.64, up from $0.48. Management said tariff refunds added about $0.04 to EPS in the quarter. The board also declared a $0.28 regular dividend and a $1.00 special dividend per share, payable to shareholders of record on November 16, 2026.
Q3 net sales were $389.5 million versus $353.6 million; average daily sales rose 8.5%.
Diluted EPS from continuing operations was $0.64 versus $0.48; tariff refunds benefited EPS by about $0.04.
Dividends: $0.28 regular and $1.00 special per share, record date November 16, 2026, payable November 23, 2026.
Nine-month net sales were $1,126.5 million and diluted EPS from continuing operations was $2.00, versus $1.48; tariff refunds benefited nine-month EPS by about $0.46.
InMed Pharmaceuticals reported a first-quarter fiscal 2027 net loss of $2.3 million for the quarter ended September 30, 2026, up from $1.7 million a year earlier, and cash fell to $1.0 million from $2.2 million at June 30, 2026. The company said its cash is expected to fund operations into mid-November, and it reported shareholders' equity of negative $1.2 million, below Nasdaq's $2.5 million minimum, with a compliance deadline of March 15, 2027. Shareholders vote on the proposed Mentari merger at a meeting on November 4, 2026.
Net loss of $2.3 million, or $0.42 per share, for the quarter ended September 30, 2026, compared with a net loss of $1.7 million, or $0.44 per share, a year earlier
Cash and cash equivalents of $1.0 million at September 30, 2026, versus $2.2 million at June 30, 2026; cash expected to fund operations into mid-November
Shareholders' equity was negative $1.2 million at September 30, 2026; Nasdaq set a March 15, 2027 deadline to regain compliance with its $2.5 million minimum
Annual general and special meeting on November 4, 2026, to consider proposals needed to complete the Mentari merger, which is expected to close in the fourth quarter of calendar 2026
GXO reported third-quarter 2026 revenue of $3.6 billion, up 5.7% year over year, and diluted EPS of $0.56 versus $0.51 a year earlier. The company reaffirmed its full-year 2026 guidance, but free cash flow fell to $85 million from $187 million, and adjusted EBITDA was flat at $251 million.
Revenue $3.6 billion, up 5.7% year over year; organic revenue growth 6.4%
Diluted EPS $0.56 vs. $0.51; adjusted diluted EPS $0.89 vs. $0.79
Free cash flow $85 million vs. $187 million; operating cash flow $156 million vs. $232 million
Full-year 2026 guidance reaffirmed; Investor Day set for November 16, 2026
JELD-WEN reported third-quarter 2026 net revenues of $798.5 million, down 1.4% from a year earlier, and a net loss of $17.2 million, or $0.20 per share, versus a $367.6 million loss in the prior-year quarter that included a goodwill impairment. The company kept its full-year 2026 revenue guidance of $3.1 to $3.2 billion and Adjusted EBITDA guidance of $120 to $150 million, and said it will retain its European business after a strategic review.
Q3 Adjusted EBITDA rose $10.0 million to $54.4 million, with Adjusted EBITDA margin at 6.8%, up 130 basis points.
Core Revenues fell 1% in the quarter, driven by a 2% decline in volume/mix partly offset by a 1% benefit from price.
Company maintained 2026 guidance and expects 2026 operating cash flow of approximately $10 million.
Management concluded the strategic review of the European business and will retain it, and has commenced transactions to extend debt maturities and raise $135.0 million of incremental liquidity.
Ceribell reported third-quarter 2026 total revenue of $29.3 million, up 30% from $22.6 million a year earlier, and raised its full-year 2026 revenue guidance to $115 million to $117 million. The net loss widened to $21.4 million, or $0.55 per share, from $13.5 million, or $0.37 per share, a year earlier, so shareholders face higher losses even as sales growth and the outlook improved.
Total revenue was $29.3 million, up 30% from $22.6 million; product revenue was $22.2 million and subscription revenue was $7.1 million.
Net loss was $21.4 million, or $0.55 per share, compared with a net loss of $13.5 million, or $0.37 per share, in the third quarter of 2025.
Full-year 2026 revenue guidance was raised to a range of $115 million to $117 million, representing growth of approximately 29% to 31%.
Cash, cash equivalents, and marketable securities totaled $117.5 million as of September 30, 2026.
Everus Construction Group reported record third quarter 2026 revenue of $1.38 billion, up 40.3%, and net income of $91.9 million, or $1.79 per diluted share, up 61.3%. The company raised its full-year 2026 outlook to revenue of $5.0 billion to $5.1 billion and EBITDA of $485 million to $495 million, both above its prior ranges.
Q3 2026 diluted EPS of $1.79, up from $1.11 a year earlier; net income of $91.9 million, up 61.2%
Backlog of $5.48 billion as of Sept. 30, 2026, up 86.1% from $2.95 billion a year earlier
2026 revenue guidance raised to $5.0 billion-$5.1 billion from $4.5 billion-$4.7 billion; EBITDA guidance raised to $485 million-$495 million from $410 million-$425 million
Completed acquisition of Epsilon Industries on Sept. 1, 2026; net leverage was 0.7x
Intrepid Potash reported third-quarter 2026 sales of $51.0 million, flat from $50.8 million a year earlier, while net income from continuing operations rose to $1.7 million, or $0.13 per diluted share, from $0.7 million, or $0.05. The company raised its full-year 2026 Trio production guidance and its full-year capital expenditure guidance, and it has repurchased shares under an expanded $50 million authorization.
Q3 2026 net income from continuing operations was $1.7 million, or $0.13 per diluted share, versus $0.7 million, or $0.05, in Q3 2025.
Q3 2026 sales were $51.0 million versus $50.8 million a year earlier; potash production fell to 34 thousand tons from 41 thousand tons.
2026 Trio production guidance was raised to 305 thousand to 315 thousand tons from 295 thousand to 305 thousand tons; full-year capital expenditure guidance was raised to approximately $45 million from approximately $40 million.
Net cash and short-term investments were $161.4 million as of September 30, 2026; the company repurchased $3.0 million of shares from the start of Q3 through October 31, 2026.
Mosaic reported a third-quarter 2026 net loss of $72 million, or $0.23 per diluted share, compared with net income of $411 million, or $1.29 per share, a year earlier. Net sales fell to $3.1 billion from $3.5 billion, and adjusted EBITDA dropped to $324 million from $806 million, mainly on lower sales volumes and higher raw material costs in phosphate and Mosaic Fertilizantes. For shareholders, the results show a much weaker quarter, with the company citing expected improvement in fourth-quarter free cash flow.
Q3 2026 net loss of $72 million versus net income of $411 million in Q3 2025; diluted loss per share of $0.23 versus earnings of $1.29
Net sales of $3.1 billion versus $3.5 billion a year earlier; operating loss of $97 million
Phosphate operating loss of $194 million; Potash operating earnings of $189 million, down from $229 million
Full-year 2026 potash production now expected to be 8.6 million tonnes; fourth-quarter potash sales volumes expected at 2.3 to 2.6 million tonnes
Limbach reported third-quarter 2026 revenue up 24.9% to $230.5 million, with diluted EPS of $0.79 versus $0.73 a year earlier and adjusted diluted EPS of $1.37 versus $1.05. The company said full-year 2026 revenue and adjusted EBITDA are expected to be at or near the high end of guidance, which now includes the CYMCOR and 1901 acquisitions, though gross margin fell to 23.4% from 24.2%.
Q3 revenue rose 24.9% to $230.5 million; organic revenue rose 14.4%, and acquisitions contributed $19.3 million.
Net income rose 7.5% to $9.5 million; adjusted EBITDA rose 25.9% to $27.4 million from $21.8 million.
FY 2026 guidance: revenue $760 million to $790 million, expected at or near the high end; adjusted EBITDA $78 million to $84 million.
Gross margin was 23.4% versus 24.2%, which the company attributed to revenue mix and lower-margin recently acquired businesses.
Fuel Tech reported third-quarter 2026 results with revenue up 16% to $8.7 million and Air Pollution Control backlog rising to $16.6 million. The company swung to a net loss of $267,000 from net income of $303,000 a year earlier, as gross margin fell to 45% from 49%. The higher backlog gives shareholders more visibility into future sales, but profitability weakened this quarter.
Consolidated revenue rose 16% to $8.7 million from $7.5 million, led by a 38% increase at the Air Pollution Control segment.
Net loss was $267,000, or $(0.01) per share, compared with net income of $303,000, or $0.01 per share, a year earlier.
Consolidated gross margin declined to 45% from 49%, and SG&A included a non-recurring expense of about $175,000 related to the CEO transition.
Air Pollution Control backlog was $16.6 million at September 30, 2026, up from $14.3 million at June 30, 2026.
Super Micro Computer, Inc. announced financial results for its first quarter ended September 30, 2026, reporting net sales of $19.9 billion and net income of $1.594 billion. The company also declared a cash dividend of $17.50 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, payable on December 1, 2026. Additionally, management issued second-quarter net sales guidance in the range of $19.5 billion to $21.5 billion.
Net sales reached $19.9 billion for the quarter ended September 30, 2026, compared to $5.0 billion in Q1 FY2026.
Net income was $1.594 billion, or $1.75 per diluted share, for Q1 FY2027.
A cash dividend of $17.50 per share ($0.875 per depositary share) on Series A Mandatory Convertible Preferred Stock was declared, payable on December 1, 2026.
Second-quarter fiscal 2027 net sales are projected between $19.5 billion and $21.5 billion.
First Guaranty Bancshares reported third-quarter 2026 net income of $12.0 million, or $0.69 per common share, compared with a net loss of $45.0 million, or $3.01 per share, a year earlier. The company said it completed the sale of its Texas operations, and its Tier 1 leverage ratio improved to 8.29%, which matters to shareholders because it reflects a stronger capital position after a loss-heavy 2025 quarter.
Q3 2026 net income of $12.0 million versus a $45.0 million net loss in Q3 2025
Q3 2026 earnings of $0.69 per common share versus a loss of $3.01 per share a year earlier
Provision for credit losses fell to $3.8 million from $47.9 million in the prior-year quarter
Total assets were $3.2 billion at September 30, 2026, down from $3.8 billion a year earlier
Mayville Engineering reported third-quarter 2026 net sales of $170.4 million, up 18.1% from a year earlier, and net income of $0.4 million, or $0.02 per diluted share, compared with a net loss of $2.7 million a year earlier. The company also updated full-year 2026 guidance, forecasting net sales of $630 million to $640 million and adjusted EBITDA of $48 million to $52 million, while free cash flow is expected to be negative.
Q3 2026 net sales of $170.4 million, up 18.1% year over year, led by Datacenter & Critical Power sales of $37.2 million, up 64.9%
Q3 2026 net income of $0.4 million, or $0.02 per diluted share, versus a net loss of $2.7 million, or $(0.13) per share, a year earlier
Adjusted EBITDA of $17.0 million, or 10.0% of net sales, versus $14.1 million, or 9.8%, a year earlier; free cash flow was $(3.4) million
FY2026 guidance: net sales of $630 million to $640 million, adjusted EBITDA of $48 million to $52 million, and free cash flow of $(16) million to $(6) million; Thomson, Georgia facility acquisition closed October 1, 2026
Bristow Group reported third quarter 2026 results, with total revenues of $437.9 million and net income of $27.7 million, or $0.93 per diluted share, both up from the prior quarter. The company reaffirmed the midpoint of its full-year 2026 Adjusted EBITDA guidance and repurchased $25.0 million of shares, and it declared a quarterly dividend of $0.125 per share.
Total revenues of $437.9 million versus $411.8 million in Q2 2026; net income of $27.7 million, or $0.93 per diluted share, versus $21.2 million, or $0.70, in Q2 2026
Adjusted EBITDA of $89.6 million versus $79.8 million in Q2 2026; full-year 2026 Adjusted EBITDA guidance of $300 million to $320 million, midpoint affirmed
Government Services operating loss of $1.4 million, with CEO Chris Bradshaw citing delayed aircraft modification programs for new search and rescue contracts
Repurchased 547,785 shares for $25.0 million; quarterly dividend of $0.125 per share payable November 27, 2026
The Hackett Group reported third quarter 2026 results, with total revenue of $69.8 million, down from $73.1 million a year earlier, while GAAP diluted EPS rose to $0.14 from $0.09 and adjusted diluted EPS rose to $0.39 from $0.37. The company guided fourth quarter 2026 revenue before reimbursements to $68.0 million to $70.0 million and adjusted diluted EPS to $0.39 to $0.41, and declared a $0.12 quarterly dividend.
Total revenue was $69.8 million in Q3 2026 versus $73.1 million in Q3 2025; revenue before reimbursements was $68.9 million versus $72.2 million.
GAAP diluted EPS was $0.14 versus $0.09; adjusted diluted EPS was $0.39, at the high end of guidance, versus $0.37.
Q4 2026 guidance: revenue before reimbursements of $68.0 million to $70.0 million and adjusted diluted EPS of $0.39 to $0.41.
Cash was $12.6 million and $86.1 million was outstanding on the credit facility as of September 25, 2026; a $0.12 dividend is payable January 8, 2027.
Horace Mann reported third-quarter 2026 net income of $58.5 million, or $1.41 per diluted share, compared with $58.3 million, or $1.40, a year earlier. Core earnings rose to $85.1 million, or $2.06 per share, from $56.6 million, or $1.36, and the company raised its full-year 2026 core EPS guidance to $5.75-$5.95.
Q3 2026 core earnings of $85.1 million ($2.06 per diluted share), up 50.4% from $56.6 million a year earlier
Q3 2026 net income of $58.5 million ($1.41 per diluted share), versus $58.3 million ($1.40) in Q3 2025
Full-year 2026 core EPS guidance raised to $5.75-$5.95
Nine-month 2026 total revenues of $1,312.0 million, up 3.6% from $1,266.6 million
Oportun reported third quarter 2026 total revenue of $246 million, up 3% from a year earlier, and GAAP net income of $23 million, up from $5.2 million, with diluted EPS of $0.45 versus $0.11. The company raised its full-year 2026 revenue and Adjusted EPS outlook and lowered its expected credit losses, which points to higher expected earnings for shareholders.
Q3 total revenue was $246 million, up 3% from $239 million; aggregate originations rose 12% to $572 million.
GAAP net income was $23 million (diluted EPS $0.45) versus $5.2 million ($0.11) a year earlier; Adjusted EPS was $0.51 versus $0.39.
Full-year 2026 total revenue outlook is now $955 million to $960 million, Adjusted EPS $1.60 to $1.70, and the Annualized Net Charge-Off Rate 11.6% plus or minus 10 basis points.
Annualized Net Charge-Off Rate was 10.6% versus 11.8%, while total operating expense was $92 million versus $91 million.
One Liberty Properties reported third quarter 2026 results, with total revenues up 11.9% year over year to $26.6 million, driven by industrial acquisitions. Net income attributable to the company fell 89.5% to $1.1 million, or $0.04 per diluted share, mainly because the prior-year quarter included a $9.1 million net gain on property sales versus $887,000 this quarter. Funds from operations (FFO) per diluted share rose 7.1% to $0.45, which is a key measure for REIT shareholders.
Total revenues were $26.6 million, up $2.8 million from the third quarter of 2025; net income per diluted share was $0.04 versus $0.48.
FFO per diluted share was $0.45 versus $0.42; AFFO per diluted share was $0.50 versus $0.46.
Interest expense rose to $6.8 million from $5.6 million, reflecting higher weighted average mortgage debt and, to a lesser extent, higher rates.
A $34 million Milwaukee industrial portfolio purchase is under a definitive agreement, with closing expected in the fourth quarter of 2026.
Postal Realty Trust reported third-quarter 2026 net income of $5.6 million, or $0.16 per diluted share, up from $0.13 a year earlier, and rental income rose 25.2% year over year. The company raised its 2026 AFFO per share guidance by $0.01 to $1.42-$1.44 and its acquisition volume guidance to $185 million-$200 million, which points to stronger per-share earnings for shareholders.
Q3 2026 net income attributable to common shareholders was $5.6 million, or $0.16 per diluted share, versus $0.13 in Q3 2025.
Q3 2026 AFFO was $0.36 per diluted share, representing 9.1% growth year over year.
2026 AFFO per diluted share guidance raised to $1.42-$1.44, an increase of $0.01 at the low and high ends, representing 8.3% growth at the midpoint.
The company acquired 145 USPS properties for $82.0 million in the quarter, and its 2026 acquisition volume guidance was raised to $185 million-$200 million.
Jack Henry & Associates reported GAAP revenue of $701.5 million for the fiscal first quarter ended September 30, 2026, up 8.8% from a year earlier, and GAAP diluted EPS of $2.28, up 15.6% from $1.97. The company also set fiscal 2027 GAAP EPS guidance of $7.47 to $7.51, which shareholders can compare against future results.
GAAP revenue rose 8.8% to $701.5 million; GAAP operating income rose 12.5% to $207.1 million.
GAAP diluted EPS was $2.28 versus $1.97 a year earlier; GAAP net income rose 11.4% to $160.4 million.
Fiscal 2027 GAAP EPS guidance is $7.47 to $7.51, with GAAP revenue guidance of $2,698 million to $2,718 million.
Debt outstanding on credit facilities was $85 million at September 30, 2026, up from $20 million a year earlier; cash was $25.4 million, down from $36.2 million.
Modine reported fiscal second-quarter 2027 net sales of $994.4 million, up 35%, led by Data Centers sales growth of 95%. GAAP earnings per share fell 33% to $0.56 because of a $29.5 million income tax expense tied to legal entity restructuring for the spin-off of Performance Technologies, which was completed on October 1, 2026. Modine also updated its fiscal 2027 outlook to net sales of $3.1 to $3.2 billion and adjusted EBITDA of $470 to $500 million for the continuing business, while net debt rose to $573.7 million.
Net sales were $994.4 million, up 35% from $738.9 million; Data Centers sales were $439.7 million, up 95%.
GAAP EPS was $0.56 versus $0.83 a year earlier; adjusted EPS was $1.35 versus $1.06.
Fiscal 2027 outlook: net sales of $3.1 to $3.2 billion and adjusted EBITDA of $470 to $500 million, excluding Performance Technologies.
Net debt was $573.7 million at September 30, 2026, up $210.9 million from the end of fiscal 2026; an Analyst and Investor Day is set for November 18.
Claros Mortgage Trust reported a GAAP net loss of $14.3 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with a net loss of $255.4 million in the prior quarter ended June 30, 2026. Book value was $8.49 per share, and the company said agreements made in October to sell two risk rated 5 loans could bring incremental losses of $10.4 million if completed.
GAAP net loss of $14.3 million, or $0.10 per share, for the quarter ended September 30, 2026, versus a net loss of $255.4 million for the quarter ended June 30, 2026
Distributable loss of $12.1 million, or $0.08 per share; book value of $8.49 per share
October agreements to sell two risk rated 5 loans for $310.7 million of combined gross proceeds; if completed, incremental combined losses of $10.4 million, or ~$0.07 per share, expected upon Q4 2026 closings
Total liquidity of $146.9 million at September 30, 2026, and $142.7 million at November 2, 2026
American International Group reported third quarter 2026 net income attributable to common shareholders of $844 million, or $1.60 per diluted share, compared to $519 million in the prior year period. General Insurance net premiums written rose 7% year-over-year to $6.7 billion, while the company returned $787 million to shareholders through share repurchases and cash dividends.
Net income attributable to AIG common shareholders was $844 million, or $1.60 per diluted share, for the third quarter of 2026.
General Insurance net premiums written reached $6.7 billion, representing a 7% increase year-over-year.
The Board of Directors declared a quarterly cash dividend of $0.50 per share, payable on December 30, 2026.
AIG returned $787 million to shareholders in the quarter through $527 million in share repurchases and $260 million in dividends.
Innospec reported third-quarter 2026 revenue of $473.6 million, up 7% from $441.9 million a year earlier, and net income attributable to Innospec of $31.8 million, or $1.29 per diluted share, versus $12.9 million, or $0.52, a year earlier. The Board declared a semi-annual dividend of $0.94 per share, bringing the annual dividend to $1.86, a 9% increase over 2025, which shareholders of record as of November 17, 2026 will receive on November 25, 2026.
Revenue of $473.6 million, up 7% from $441.9 million in the third quarter of 2025.
GAAP diluted EPS of $1.29 versus $0.52; adjusted non-GAAP EPS of $1.29 versus $1.12.
Semi-annual dividend of $0.94 per share, payable November 25, 2026; annual dividend of $1.86, up 9%.
Cash from operating activities of $17.4 million versus $39.1 million a year earlier; cash of $251.9 million and no debt as of September 30, 2026.
LTC Properties reported third quarter 2026 results, with total revenues of $115.2 million, up from $69.3 million a year earlier, and diluted Core FFO per share of $0.71, up from $0.69. Net income available to common stockholders was $346.4 million, or $6.39 per diluted share, compared with a loss a year earlier, largely due to a $323.9 million gain on sale of real estate. The company raised its 2026 SHOP investment mid-point guidance to $1 billion from $900 million and reaffirmed its full-year per-share guidance.
Total revenues were $115.2 million for the quarter ended September 30, 2026, versus $69.3 million in the prior-year quarter.
Diluted Core FFO per share was $0.71, versus $0.69 a year earlier; diluted Core FAD per share was $0.73, versus $0.72.
A $323.9 million gain on sale of real estate contributed to net income available to common stockholders of $346.4 million, or $6.39 per diluted share.
The 2026 SHOP investment mid-point guidance was raised to $1 billion from $900 million, while full-year diluted EPS guidance of $8.08 to $8.10 was reaffirmed.
Unum Group reported a net loss of $419.7 million, or $2.65 per diluted common share, for the third quarter of 2026, compared to net income of $39.7 million in the prior-year period. After-tax adjusted operating income was $349.0 million, or $2.20 per diluted common share, alongside solid premium growth of 4.7 percent on a constant currency basis across core operations. Concurrently, the company updated its full-year 2026 after-tax adjusted operating income per share guidance to a range of $8.30 to $8.50.
Net loss of $419.7 million ($2.65 per diluted common share) for the third quarter of 2026.
After-tax adjusted operating income of $349.0 million ($2.20 per diluted common share) for the quarter.
Year-to-date capital return reached $1,038.5 million, including approximately $200 million of share repurchases during the third quarter.
Full-year 2026 after-tax adjusted operating income per share expected to be $8.30 to $8.50.
Accel Entertainment reported results for the three months ended September 30, 2026, with revenue of $364 million, up 10% from the prior-year quarter, and net income of $21 million, up 55%. Adjusted EBITDA rose 12% to $57 million, and the company repurchased about 624,000 shares for $7.2 million, which shows growth in both earnings and cash generation for shareholders. The filing does not include updated guidance.
Q3 2026 revenue was $364 million, up 10% from Q3 2025; Illinois revenue excluding Fairmount Park rose 7%.
Net income was $21 million, up 55%, including a $6 million gain on the change in fair value of contingent earnout shares.
Adjusted EBITDA was $57 million, up 12%; free cash flow was $62 million, which includes a refund on $18 million of federal tax credits bought for $17 million in Q2.
As of September 30, 2026, cash was $294 million and net debt was $272 million; the company repurchased about 624,000 shares for $7.2 million in Q3.
Addus HomeCare reported third-quarter 2026 net service revenues of $387.7 million, up 7.0%, with net income of $28.6 million, or $1.54 per diluted share, compared with $1.24 a year earlier. Adjusted net income per diluted share rose 17.3% to $1.83, and the company said it has a pending agreement to acquire the personal care division of AccentCare for approximately $275.0 million.
Net service revenues of $387.7 million, up 7.0% from $362.3 million in the third quarter of 2025
Net income of $28.6 million, or $1.54 per diluted share, versus $1.24; adjusted net income per diluted share of $1.83 versus $1.56
Adjusted EBITDA of $51.2 million, up 13.5%; net cash from operating activities of $40.9 million
Definitive agreement to acquire AccentCare's personal care division for approximately $275.0 million, announced September 14, 2026; conference call on November 4, 2026 at 9:00 a.m. Eastern Time
Prudential Financial reported third quarter 2026 net income attributable to the company of $1.388 billion, or $3.96 per common share, compared to $1.431 billion, or $4.01 per share, for the year-ago quarter. After-tax adjusted operating income was $1.321 billion, or $3.77 per share, down from $1.444 billion, or $4.05 per share, primarily impacted by lower earnings in Japan resulting from a sales suspension.
Net income attributable to Prudential Financial, Inc. was $1.388 billion, or $3.96 per common share, for the third quarter of 2026.
After-tax adjusted operating income was $1.321 billion, or $3.77 per common share, compared to $1.444 billion, or $4.05 per share, in the prior-year period.
Capital returned to shareholders totaled $741 million in the third quarter of 2026, consisting of $250 million in share repurchases and $491 million in dividends.
Assets under management for PGIM stood at $1.465 trillion at the end of the third quarter of 2026.
Assurant, Inc. announced its third quarter 2026 financial results, reporting a 4 percent increase in GAAP net income to $275.2 million and an 8 percent rise in Adjusted EBITDA to $464.4 million. Driven by broad-based earnings growth across its segments, the company increased its full-year 2026 outlook for Adjusted EBITDA and adjusted earnings per share.
GAAP net income rose 4 percent in Q3 2026 to $275.2 million, or $5.49 per diluted share.
Adjusted EBITDA excluding reportable catastrophes increased 12 percent to $484.1 million for the quarter.
The company raised its full-year 2026 outlook to expect Adjusted EBITDA growth of approximately 10 percent.
Holding company liquidity stood at $954 million as of September 30, 2026.
Freshworks reported third quarter 2026 revenue of $245.4 million, up 14% from $215.1 million a year earlier, and GAAP net income of $18.3 million, compared with a net loss of $4.7 million in the same quarter of 2025. The company also issued fourth quarter and full year 2026 estimates, calling for full year revenue of $965.0 million to $966.0 million and full year non-GAAP net income per share of about $0.71.
Q3 2026 GAAP diluted EPS was $0.07 versus a loss of $0.02 in Q3 2025; non-GAAP diluted EPS was $0.22 versus $0.16.
Non-GAAP operating margin was 29.8% versus 21.0% a year earlier; GAAP operating income was $28.2 million.
Q4 2026 guidance: revenue of $253.5 million to $254.5 million and non-GAAP income from operations of $68.0 million to $70.0 million.
Adjusted free cash flow was $73.9 million, up 29% year over year; cash and marketable securities totaled $697.3 million as of September 30, 2026.
International Flavors & Fragrances reported third quarter 2026 net sales of $1.94 billion and a net loss from continuing operations of $127 million, alongside adjusted operating EBITDA of $403 million. The company raised the low end of its full-year 2026 financial guidance ranges for sales and adjusted operating EBITDA and completed a $500 million share repurchase authorization.
Reported third quarter 2026 net sales reached $1.94 billion, up 4% year-over-year.
Adjusted operating EBITDA for the third quarter of 2026 was $403 million.
Full-year 2026 sales guidance was raised to a range of $7.5 billion to $7.6 billion.
Full-year 2026 adjusted operating EBITDA guidance was raised to $1.55 billion to $1.60 billion.
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