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).
Lemonade reported third-quarter 2026 revenue of $336.1 million, up 73% from a year earlier, and raised its full-year 2026 revenue and gross earned premium guidance. Net loss widened to $43.7 million, or $0.56 per share, from $37.5 million, mainly due to higher stock-based compensation and interest expense, so the top-line gains came with a larger loss for shareholders.
Third-quarter revenue was $336.1 million, up $141.6 million or 73%; in force premium rose 34% to $1.55 billion.
Net loss was $43.7 million ($0.56 per share), compared with $37.5 million ($0.51 per share) in Q3 2025.
Adjusted EBITDA loss narrowed to $20.4 million from $25.6 million; the company reiterated expected positive Adjusted EBITDA in Q4 2026.
Full-year 2026 revenue guidance was raised to $1,231-$1,235 million; in force premium guidance was reiterated at $1,632-$1,639 million.
Precigen reported third quarter 2026 results for the period ended September 30, 2026. Total revenues were $74.1 million, up $71.2 million from a year earlier, mainly from commercial sales of PAPZIMEOS after its August 2025 FDA approval, and the company posted net income of $35.8 million, or $0.08 per diluted share, compared with a net loss attributable to common shareholders of $325.3 million in the prior-year quarter. Operating cash flow was positive at $11.9 million, a full quarter ahead of the company's guidance.
Total revenues $74.1 million versus $2.9 million a year earlier; PAPZIMEOS net product revenue was $72.9 million, up 37% from the prior quarter.
Net income $35.8 million, or $0.08 per diluted share, versus a prior-year net loss attributable to common shareholders of $325.3 million that included a $111.5 million warrant liability charge and a $179.0 million deemed dividend.
Net cash provided by operating activities was $11.9 million in the third quarter, which the company said was a full quarter ahead of its guidance.
Cash, cash equivalents and investments totaled $51.0 million as of September 30, 2026.
Hornbeck Offshore Services reported a third-quarter 2026 net loss of $85.7 million, or $0.40 per diluted share, on revenue of $293.3 million, up from $183.3 million in the second quarter. Results include one month of legacy Helix operations after the merger closed on September 1, 2026, and $119.8 million of merger and integration costs. The company also guided to Adjusted EBITDA of $90 million to $100 million for the fourth quarter of 2026 and $500 million to $550 million for full-year 2027.
Q3 2026 revenue was $293.3 million, up $110.0 million from the second quarter but down from $199.1 million a year earlier.
Net loss was $85.7 million, or $0.40 per diluted share, compared with net income of $11.1 million in the second quarter.
Adjusted EBITDA was $105.9 million; the company guided to $90 million to $100 million for Q4 2026 and $500 million to $550 million for 2027.
Cash of $471.6 million and total debt face value of $730.6 million as of September 30, 2026.
BuzzFeed reported third-quarter 2026 revenue of $26.0 million, down 44% from $46.3 million a year earlier, and a net loss of $18.7 million, compared with $7.4 million a year earlier. The company deferred its full-year 2026 financial outlook while it integrates the Allen Family Digital transaction and its July restructuring, which it expects to yield about $30 million in annualized savings.
Q3 2026 revenue was $26.0 million versus $46.3 million in Q3 2025, a 44% decline
Q3 2026 net loss was $18.7 million versus $7.4 million; Adjusted EBITDA was negative $4.8 million versus $0.8 million
Full-year 2026 financial outlook was deferred, with no new guidance provided
Restructuring is expected to yield about $30 million in annualized savings after cutting workforce and contractors by about 35%
EPAM reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, and GAAP diluted EPS of $2.53, up from $1.91. The Board replaced the prior repurchase program with a new $1.8 billion authorization through December 31, 2029, and EPAM expects to enter a $500 million accelerated share repurchase during the week of November 9, 2026, which shareholders would see as a larger capital return.
Q3 revenue $1.426 billion, up $32.1 million or 2.3%; GAAP income from operations rose 21.4% to $175.9 million
GAAP diluted EPS $2.53 vs. $1.91 a year earlier; non-GAAP diluted EPS $3.51, up 14.0%
$500 million accelerated share repurchase expected the week of November 9, 2026, funded with cash on hand and credit facility borrowings
Fourth-quarter revenue expected at $1.405 billion to $1.420 billion; cash, cash equivalents and restricted cash fell to $969.9 million as of September 30, 2026
Prospect Capital reported a net loss applicable to common shareholders of $53.4 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with net income of $48.1 million, or $0.10 per share, a year earlier. Net investment income was $76.4 million, or $0.15 per common share, down from $79.4 million, or $0.17 per share, a year earlier, and net asset value per common share fell to $5.36 from $5.71 in the prior quarter and $6.45 a year earlier.
Net loss applicable to common shareholders: $(53.4) million, or $(0.10) per share, for the quarter ended September 30, 2026
Net investment income: $76.4 million, or $0.15 per share, versus $79.4 million, or $0.17 per share, a year earlier
Net asset value per common share: $5.36 at September 30, 2026, versus $5.71 at June 30, 2026 and $6.45 at September 30, 2025
Board increased the share repurchase program to up to $200.0 million on November 3, 2026; monthly common distribution declared at $0.0350 per share
Comstock Resources reported third quarter 2026 results, with production up 9% from a year earlier and natural gas and oil sales including hedging rising to $359.3 million. Net income available to the Company fell to $22.3 million from $111.1 million, and total revenues fell to $384.4 million from $447.4 million. The company also agreed on November 4, 2026 to sell non-operated interests to SOCAR for $1.65 billion in cash, expected to close by year end, and extended its bank credit facility maturity to November 15, 2028.
Net income available to the Company was $22.3 million, or $0.08 per diluted share, versus $111.1 million, or $0.40 per diluted share, in the third quarter of 2025.
Production was 122.4 Bcfe, up 9% from the third quarter of 2025; natural gas and oil sales including hedging were $359.3 million versus $335.0 million.
Gas services revenue fell to $64.5 million from $141.3 million, and total revenues and other operating income fell to $384.4 million from $447.4 million.
SOCAR purchase price is $1.65 billion, with closing expected by year end; the bank credit facility maturity was extended to November 15, 2028.
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
Dorian LPG reported revenues of $221.3 million for the quarter ended September 30, 2026, up 78.4% from a year earlier, driven by higher time charter equivalent rates. Net income of $213.9 million included a $63.6 million gain on vessel sales, and the company declared an irregular cash dividend of $1.25 per share, about $53.7 million in total, payable November 24, 2026.
Revenues were $221.3 million, up from $124.1 million a year earlier, with TCE rates at $96,990 per available day versus $53,725.
Net income was $213.9 million, or $4.98 per diluted share, versus $1.30 a year earlier; adjusted EPS was $3.46 versus $1.31.
Adjusted EBITDA was $242.0 million, compared with $85.7 million in the prior-year quarter.
An irregular dividend of $1.25 per share, about $53.7 million, is payable on or about November 24, 2026, to holders of record as of November 9, 2026.
Carlyle reported unaudited third quarter 2026 results, with a U.S. GAAP net loss attributable to the company of $8 million, or $0.02 per diluted share, compared with a $0.9 million profit a year earlier. Distributable Earnings rose to $433 million, or $1.12 per share, from $368 million, or $0.96 per share, in the prior-year quarter, while Fee Related Earnings fell 6% to $293 million. Shareholders also received a $0.35 quarterly dividend declaration.
U.S. GAAP net loss attributable to The Carlyle Group Inc. was $8 million, or $0.02 per diluted share, versus $0.9 million, or $0.00 per share, in Q3 2025
Distributable Earnings were $433 million, or $1.12 per common share, versus $368 million, or $0.96, in Q3 2025
Fee Related Earnings were $293 million, down 6% from $312 million in Q3 2025
Quarterly dividend of $0.35 per share declared, payable November 23, 2026 to holders of record on November 16, 2026
Seaport Entertainment Group reported third-quarter 2026 revenue of $32.7 million, down 27.4% from $45.1 million a year earlier. Its net loss attributable to common stockholders narrowed to $8.4 million, or $0.65 per share, from $33.2 million, or $2.61 per share, in the prior-year quarter. The results show lower revenue alongside a smaller loss, and the company reported $110.3 million in cash and restricted cash at September 30, 2026.
Q3 2026 total revenues were $32.7 million versus $45.1 million in Q3 2025, a decline of 27.4%.
Q3 2026 net loss attributable to common stockholders was $8.4 million ($0.65 per share), versus $33.2 million ($2.61 per share) a year earlier.
Non-GAAP adjusted net loss attributable to common stockholders was $3.0 million ($0.23 per share), versus $7.2 million ($0.57 per share).
As of September 30, 2026, the company had $38.1 million of debt at a fixed 4.9% rate, with a maturity in 2038; a conference call is set for November 5, 2026, at 8:30 AM ET.
Mid Penn Bancorp furnished an investor presentation under Regulation FD for use in meetings during the fourth quarter of 2026. The deck shows third-quarter 2026 net income of $21.6 million, or $0.84 per share, and core net income of $22.2 million, or $0.88 per share, with total assets of $7.1 billion at September 30, 2026.
Q3 2026 net income of $21.6 million, or $0.84 per share; core net income of $22.2 million, or $0.88 per share
Core earnings per share of $0.88 in 2026Q3 compares with $0.77 in 2025Q3 and $0.87 in 2026Q2
Board declared a quarterly cash dividend of $0.23 per share, payable November 13, 2026, to holders of record on November 2, 2026
Total assets of $7.1 billion and gross loans of $5.7 billion at September 30, 2026
Kinetik reported third quarter 2026 results, with Adjusted EBITDA of $278.1 million, up from $242.6 million a year earlier, and net income including noncontrolling interest of $50.9 million, up from $15.5 million. The company now expects full year 2026 Adjusted EBITDA at the high end of its $1.04 billion to $1.1 billion guidance range and expects capital expenditures about 5% below its $560 million guidance.
Q3 2026 total operating revenues were $569.4 million, versus $464.0 million in Q3 2025; diluted EPS attributable to Class A holders was $0.26, versus $0.03
Midstream Logistics Adjusted EBITDA was $203.6 million, a 34% year-over-year increase; Pipeline Transportation Adjusted EBITDA fell 18% to $78.5 million, mainly due to the EPIC Crude Holdings divestiture
Free Cash Flow was $87.5 million for Q3 2026 versus $13.9 million a year earlier; Net Debt was $3.94 billion at September 30, 2026
The ECCC Pipeline expansion reached final investment decision, and the company expects in-service in mid-2027
Genco Shipping & Trading reported third-quarter 2026 net income of $38.0 million, or $0.85 per diluted share, compared with a net loss of $1.1 million a year earlier, and declared a record $1.05 per share dividend. The company reiterated a projected Q4 2026 dividend of greater than $1 per share, but that projection depends on current fixtures and the forward freight agreement curve, which the filing says is subject to change.
Q3 2026 net income of $38.0 million, or $0.85 diluted EPS, versus a net loss of $1.1 million in Q3 2025
Record Q3 2026 dividend of $1.05 per share, payable on or about November 23, 2026 to holders of record as of November 16, 2026
Voyage revenues of $151.9 million versus $79.9 million a year earlier; adjusted EBITDA of $68.1 million, up 214% year over year
Q4 2026 projected dividend reiterated at greater than $1 per share; Q4 fixtures cover 66% of owned fleet available days
Stoneridge reported third-quarter 2026 GAAP net sales of $155.8 million, up from $138.6 million a year earlier, but a $24.2 million arbitration award recorded as a reduction to sales pushed its net loss from continuing operations to $22.9 million, or $0.81 per diluted share, versus a $8.9 million loss, or $0.32 per share, a year earlier. The company raised its 2026 adjusted revenue guidance to $690 million to $700 million while expecting adjusted EBITDA at the bottom of its prior $20 million to $25 million range.
Q3 2026 GAAP net loss from continuing operations was $22.9 million, or $0.81 per diluted share, compared with $8.9 million, or $0.32 per share, in Q3 2025.
The $24.2 million pre-tax charge stems from an adverse ruling received on November 2, 2026 in an arbitration over legacy PM sensor warranty claims; the company disagrees with the ruling and is evaluating its options.
Adjusted 2026 revenue guidance was raised to $690 million to $700 million from $645 million to $670 million; adjusted EBITDA guidance of $20 million to $25 million is now expected at the bottom end.
As of September 30, 2026, net debt was $80.2 million, and the Credit Facility matures on July 1, 2027.
Black Hills reported third-quarter 2026 GAAP net income available for common stock of $41.0 million, or $0.54 per diluted share, up from $24.9 million, or $0.34, a year earlier. Adjusted EPS was $0.57, up from $0.45, and the company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45, excluding merger-related costs. The pending merger with NorthWestern Energy still requires a final approval from the Montana Public Service Commission.
Q3 2026 revenue was $466.1 million, compared with $430.2 million in Q3 2025.
GAAP EPS was $0.54 versus $0.34; adjusted EPS was $0.57 versus $0.45.
2026 adjusted EPS guidance of $4.25 to $4.45 was reaffirmed, excluding merger-related costs.
The NorthWestern Energy merger is expected to close by year-end 2026, subject to Montana approval.
ATN International reported third quarter 2026 results with revenue flat at $183.2 million and Adjusted EBITDA flat at $50 million, while operating income rose 32% to $12.9 million and diluted EPS rose to $1.09 from $0.18. The company now expects 2026 Adjusted EBITDA at the high end of, or modestly above, its previous $183 million to $193 million range, though the US Tower Portfolio Sale weighed on US results.
Diluted EPS increased to $1.09 from $0.18, primarily reflecting higher operating income, lower interest expense and a greater tax benefit.
Revenue was stable at $183.2 million; International Telecom revenue rose 2% to $96.9 million while US Telecom revenue fell 2% to $86.3 million.
2026 Adjusted EBITDA is now expected at the high end of, or modestly above, the previous $183 million to $193 million range; capital expenditure guidance of $105 million to $115 million is unchanged.
Cash, cash equivalents and restricted cash totaled $351.5 million at September 30, 2026; the Net Leverage Ratio improved to 0.94x from 2.36x at December 31, 2025.
RLJ Lodging Trust reported third-quarter 2026 total revenue of $354.5 million, up 7.4%, and net income of $4.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 outlook, including Adjusted FFO per diluted share of $1.47 to $1.51, citing strong third-quarter results and preliminary October results.
Comparable RevPAR rose 9.7% to $153.36 in the third quarter, driven by a 6.4% increase in ADR and a 230 basis point increase in occupancy.
Adjusted EBITDA was $85.2 million, up 17.3%, and Adjusted FFO per diluted share was $0.34, up 25.9% from $0.27.
Full-year 2026 outlook: Adjusted EBITDA of $352 million to $358 million and Comparable Hotel EBITDA of $377 million to $383 million.
In October 2026, the company sold seven hotels near Chicago Midway Airport for $110.0 million, and it reported approximately $448.3 million of unrestricted cash as of September 30, 2026.
Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.
Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026
National Healthcare Properties reported third quarter 2026 results, with net income attributable to common stockholders of $0.24 per diluted share, compared with a loss of $0.56 a year earlier, and revenue from tenants of $103.1 million, up from $86.0 million. However, Nareit FFO fell 43.5% to $0.13 per diluted share and Normalized FFO fell 29.6% to $0.19, and the company raised its full-year 2026 SHOP Same Store Cash NOI growth guidance to 16.5% to 18.5% from 15.0% to 18.0%. For shareholders, the quarter shows higher revenue and a GAAP profit, alongside lower FFO, which the company's own release treats as a key REIT operating measure.
Net income attributable to common stockholders was $0.24 per diluted share in Q3 2026, versus a loss of $0.56 per share in Q3 2025, helped by a $38.3 million gain on sale of real estate investments.
Nareit FFO was $0.13 per diluted share, down 43.5% year-over-year; Normalized FFO was $0.19 per diluted share, down 29.6%.
SHOP Same Store Cash NOI grew 13.6% year-over-year, and full-year 2026 SHOP guidance was raised to 16.5% to 18.5%.
The company redeemed its 7.375% Series A and 7.125% Series B preferred stock in September and October 2026, and expects about $11 million in annual preferred dividend savings.
SandRidge reported third-quarter 2026 net income of $30.6 million, or $0.83 per basic share, up from $16.0 million a year earlier, on revenue up 37% to $54.4 million and production up 10%. Net income includes a $14.2 million income tax benefit, and the company's adjusted net income was $23.8 million, or $0.64 per basic share, versus $0.42 a year earlier. The Board also declared a $0.13 per share dividend payable November 30, 2026, and the company reported no outstanding term or revolving debt as of September 30, 2026.
Third-quarter net income of $30.6 million, or $0.83 per basic share, versus $16.0 million, or $0.44 per basic share, in the third quarter of 2025
Adjusted net income of $23.8 million, or $0.64 per basic share, versus $15.5 million, or $0.42 per share, a year earlier
Revenue of $54.4 million, up 37% from $39.8 million; realized oil price fell to $85.27 per barrel from $95.35 in the second quarter
Dividend of $0.13 per share declared November 3, 2026, payable November 30, 2026 to holders of record on November 19, 2026; cash balance was $70.0 million on September 30, 2026
FatPipe reported fiscal second-quarter 2027 results for the period ended September 30, 2026. Revenue grew 22% year over year, and the company swung to net income of $1.2 million from a loss of $0.04 million a year earlier, which points to a clear improvement in both sales and profit.
Q2 2027 revenue was $4.83 million, up from $3.96 million in Q2 2026
Net income was $1.2 million, compared with a loss of $0.04 million in Q2 2026
Diluted earnings per share were $0.09, versus $0.00 a year earlier
Adjusted EBITDA was $1.2 million, an approximate 24.1% margin, compared with $0.7 million in Q2 2026
Chord Energy reported third-quarter 2026 results, with net income of $181.6 million ($3.29 per diluted share) compared with $130.1 million ($2.26) a year earlier, though below the $525.2 million reported in the second quarter. The company raised its full-year 2026 oil volume guidance and expects Adjusted Free Cash Flow to be about $200 million higher than in August, while also announcing a $550.0 million gross Marcellus divestiture expected to close in the fourth quarter.
Net income was $181.6 million ($3.29 per diluted share) in Q3 2026, up from $130.1 million ($2.26) in Q3 2025 and down from $525.2 million in Q2 2026.
FY26 oil volume midpoint guidance increased about 1% from 161.0 to 162.5 MBopd; FY26 Adjusted Free Cash Flow expectations rose about $200 million since the August outlook.
The company repurchased $205.0 million of shares in Q3 2026 and another $78 million in Q4 2026 through October 30, 2026, and declared a base dividend of $1.30 per share payable December 7, 2026.
Marcellus non-operated assets are being divested for total gross consideration of $550.0 million, with closing expected in Q4 2026.
NetSol Technologies' majority-owned Pakistani subsidiary posted quarter-ended September 30, 2026 results on the Pakistan Stock Exchange, with revenue up 17% and net profit rising to PKR 508 million from PKR 50 million. The filing states these figures cover only that subsidiary and are not representative of NetSol Technologies, Inc. on a consolidated basis, so they give shareholders limited direct read-through to the parent company.
Net revenues rose to PKR 2,620 million from PKR 2,244 million, up 17% year over year
Gross profit was PKR 1,324 million versus PKR 772 million in the prior-year quarter
Net profit was PKR 508 million with diluted EPS of PKR 5.82, compared with PKR 50 million and PKR 0.57 a year earlier
Filing says results reflect only the Pakistani subsidiary and are not representative of the consolidated company
Ellington Financial reported net income attributable to common stockholders of $40.4 million, or $0.31 per share, for the quarter ended September 30, 2026, down from $54.4 million, or $0.43 per share, in the second quarter. Adjusted Distributable Earnings were $58.0 million, or $0.45 per share, and book value per common share was $13.53, which the company said exceeded its $0.39 quarterly dividend in adjusted earnings. For shareholders, the lower GAAP profit reflected a sharp drop in Longbridge segment earnings and losses in Corporate/Other.
Net income attributable to common stockholders was $40.4 million, or $0.31 per share, versus $54.4 million, or $0.43 per share, in Q2 2026.
Adjusted Distributable Earnings were $58.0 million, or $0.45 per share; the investment portfolio segment contributed $77.6 million.
Longbridge segment net income fell to $12.5 million from $30.2 million in the second quarter.
Issued $150 million of 7.375% senior unsecured notes due 2030 in September, bringing the series to $550 million outstanding.
FRP Holdings reported a net loss attributable to the company of $165,000, or $(0.01) per share, for the quarter ended September 30, 2026, compared with net income of $662,000, or $0.03 per share, a year earlier. Total revenues rose 1.7% to $11.0 million, helped by a 10% increase in mining royalty revenue, but pro rata net operating income fell 5% to $9.0 million as multifamily and industrial results declined.
Q3 2026 net loss attributable to the company of $165,000, or $(0.01) per share, versus net income of $662,000, or $0.03 per share, in Q3 2025
Total revenues of $11.0 million, up 1.7%; mining royalty revenue rose 10%
Pro rata NOI fell 5% to $9.0 million; multifamily pro rata NOI fell 12% to $4.0 million
Nine-month net loss of $1,111,000, or $(0.06) per share, versus net income of $2,950,000 in the first nine months of 2025
Old National Bancorp furnished third-quarter 2026 investor presentation materials under Item 7.01, with the deck attached as Exhibit 99.1. The company reported record net income of $254 million and diluted EPS of $0.66, up from $0.65 in the prior quarter and $0.46 a year earlier, while repurchasing $100 million of common stock.
Net income of $254 million; net income applicable to common shares of $250 million, compared with $179 million a year earlier
Diluted EPS of $0.66 versus $0.65 in 2Q26 and $0.46 in 3Q25; adjusted EPS of $0.66, up 12% year over year
Repurchased $100 million, or 3.9 million shares, of common stock; $177 million of authorization remaining
Tangible book value per share was $13.77 at September 30, 2026, down from $14.32 at June 30, 2026
Viemed reported record third-quarter 2026 net revenue of $80.7 million, up 12.2% from a year earlier, and net income attributable to the company of $4.6 million, or $0.11 per diluted share, versus $0.09 a year earlier. It raised the low end of its 2026 revenue guidance to $316 million to $320 million but lowered the top of its Adjusted EBITDA range to $64 million to $66 million from $64 million to $68 million, so shareholders see higher revenue and profit alongside a narrower EBITDA outlook.
Q3 2026 net revenue $80.7 million, up $8.8 million or 12.2% year over year
Net income attributable to Viemed $4.6 million, or $0.11 per diluted share, versus $0.09 in Q3 2025
Adjusted EBITDA $17.1 million, up 5.8% year over year, with a margin of 21.1% of net revenue
2026 guidance: revenue $316 million to $320 million (low end raised from $314 million); Adjusted EBITDA $64 million to $66 million (high end lowered from $68 million)
Service Properties Trust reported a third-quarter 2026 net loss of $87.9 million, or $0.68 per share, compared with a $46.9 million loss a year earlier, and total revenues fell to $399.5 million from $478.8 million. The company also cut its midpoint full-year 2026 Normalized FFO guidance by $0.13 per share and said its board unanimously rejected an unsolicited, non-binding $2.0 billion proposal from TKO to buy its hotel portfolio, which the board believes undervalues the portfolio.
Q3 2026 net loss of $87.9 million, or $0.68 per share, versus a $46.9 million loss in Q3 2025
Q3 2026 Normalized FFO of $0.34 per share, versus $1.02 in Q3 2025; the company said this exceeded consensus estimates
Full-year 2026 Normalized FFO guidance lowered to $1.07 to $1.22 per share from $1.20 to $1.35
In October 2026 the board rejected TKO's unsolicited $2.0 billion proposal for the hotel portfolio
CF Industries reported third-quarter 2026 results in a presentation dated November 4, 2026, filed as Exhibit 99.1, and will discuss them on a conference call on November 5, 2026. Net sales, net earnings and adjusted EBITDA all rose from the third quarter of 2025, which is the main measure shareholders would watch.
Q3 2026 net sales were $1,860 million, up from $1,659 million in Q3 2025
Q3 2026 net earnings attributable to common stockholders were $436 million, or $2.87 per diluted share, versus $353 million, or $2.19 per diluted share, a year earlier
Q3 2026 adjusted EBITDA was $833 million, up from $667 million; nine-month 2026 adjusted EBITDA was $3,008 million versus $2,072 million
As of September 30, 2026, $1.1 billion remained under the current $2 billion share repurchase authorization, which runs through 2029
Great Elm Group reported fiscal first-quarter results for the period ended September 30, 2026. Revenue fell to $3.3 million from $10.8 million a year earlier, which included a $7.4 million property sale, while the net loss narrowed to $4.1 million from $7.0 million, mainly due to smaller investment losses.
Revenue was $3.3 million versus $10.8 million in the prior-year quarter; the prior year included about $7.4 million from a build-to-suit property sale.
Net loss attributable to stockholders was $4.1 million, or $0.14 per share, compared with $7.0 million, or $0.24 per share, a year earlier.
Adjusted EBITDA was a loss of $0.9 million versus a loss of $0.5 million in the prior-year period.
Cash and cash equivalents were $43.2 million at September 30, 2026; the company repurchased about 8.4 million shares through October 30, 2026, with $23.2 million of remaining program capacity.
Beyond Meat reported third-quarter 2026 results for the quarter ended September 26, 2026. Total net revenues fell 8.1% to $64.5 million, while the net loss narrowed to $82.8 million from $97.0 million, helped by a $21.8 million litigation accrual reduction and a $13.3 million non-cash derivative gain, though the operating loss still included $57.1 million in impairment charges. The company guided fourth-quarter 2026 net revenues to approximately $54 million to $59 million, below the third-quarter level.
Total net revenues were $64.5 million, down from $70.2 million a year earlier; U.S. retail revenue fell 13.2% and international retail rose 13.3%.
Net loss was $82.8 million, or $(4.32) per share, compared with $97.0 million, or $(37.96) per share, a year earlier; per-share figures reflect the 1-for-30 reverse stock split effective August 13, 2026.
Loss from operations was $93.0 million, including $57.1 million in non-cash impairment charges and $20.8 million in non-cash Campus Headquarters rent charges.
Fourth-quarter 2026 total net revenues are expected to be approximately $54 million to $59 million.
Matrix Service reported fiscal 2027 first-quarter results for the quarter ended September 30, 2026, with revenue of $219.4 million and net income of $6.2 million, or $0.22 per diluted share, compared with a net loss of $3.7 million a year earlier. The board also approved a new $25 million share buyback program, and the company reported no outstanding debt and $221.8 million of liquidity.
Revenue of $219.4 million, up from $211.9 million in the prior-year quarter
Net income of $6.2 million, or $0.22 per diluted share, versus a net loss of $3.7 million, or $(0.13) per share
Adjusted EBITDA of $7.7 million, versus $2.5 million a year earlier
New $25 million share buyback program approved; total backlog of $872.6 million at September 30, 2026
Victory Capital reported third-quarter 2026 results, with revenue up 9.8% year over year to $396.6 million but down 8.9% from the second quarter. GAAP net income fell 5.4% year over year to $91.3 million, while adjusted net income with tax benefit rose 15.5% to $163.2 million, or $1.98 per diluted share. The company also reported record long-term gross sales and net inflows and said it expects its pending First Eagle Investments acquisition to close by the end of the first quarter of 2027.
Revenue was $396.6 million, up 9.8% from $361.2 million a year earlier and down from $435.4 million in the second quarter of 2026.
GAAP diluted EPS was $1.11, flat with the prior-year quarter and down from $1.68 in the second quarter.
Record long-term net inflows of $11.7 billion and record quarter-end total client assets of $355.5 billion.
Board declared a regular quarterly dividend of $0.50 per share, payable December 23, 2026, and the company repurchased about 0.4 million shares in the quarter.
Seacoast Banking Corporation of Florida furnished an investor presentation for its one-on-one investor meetings, showing third quarter 2026 net income of $59.9 million, or $0.55 per share, up 64% from the prior-year quarter. Adjusted net income was $71.8 million, or $0.66 per share, and the company's full-year 2026 adjusted EPS outlook is $2.48 to $2.52. The presentation is unaudited for these measures and is furnished rather than filed, so shareholders should review the full investor materials.
Third quarter 2026 net income was $59.9 million, or $0.55 per share, up 1% from the prior quarter and 64% from the prior-year quarter.
Adjusted net income was $71.8 million, or $0.66 per share, up 9% from the prior quarter.
Full-year 2026 adjusted EPS outlook is $2.48 to $2.52, versus $1.84 in 2025; noninterest expense was $133.3 million, including $15.5 million of merger and integration costs.
Tier 1 capital ratio was 14.1% at quarter end, and over 1.2 million shares were repurchased year to date.
Excelerate Energy reported third-quarter 2026 net income of $60.0 million, up from $55.0 million a year earlier, while revenue fell to $297.2 million from $391.0 million. The company narrowed its full-year 2026 Adjusted EBITDA guidance to $495 million to $515 million and declared a $0.09 quarterly dividend, so shareholders see mixed results: higher profit on lower sales, plus a narrower outlook.
Q3 2026 net income was $60.0 million, up from $55.0 million in Q3 2025. Net income attributable to shareholders was $14.2 million.
Q3 2026 revenue was $297.2 million, down from $391.0 million a year earlier and from $329.3 million in Q2 2026.
Diluted EPS was $0.44 versus $0.43 a year earlier; adjusted diluted EPS was $0.44 versus $0.45.
Full-year 2026 Adjusted EBITDA guidance was narrowed to $495 million to $515 million; the quarterly dividend is $0.09 per share, payable December 3, 2026.
Ormat reported third-quarter 2026 revenue of $275.1 million, up 10.2%, and net income attributable to stockholders of $31.9 million, up 32.2%, with diluted EPS of $0.51 versus $0.39. The company said it raised the midpoints of its full-year 2026 revenue and Adjusted EBITDA guidance, which now call for total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Energy Storage revenue rose 145.2% to $49.9 million; Electricity segment revenue fell 2.1%, which the company attributed to a hurricane-related forced outage at Puna.
Diluted EPS was $0.51 versus $0.39 a year earlier; adjusted diluted EPS was $0.56 versus $0.41.
2026 guidance: total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Board declared a quarterly dividend of $0.12 per share, payable December 2, 2026, to holders of record on November 18, 2026.
CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million, or $2.19 per share, a year earlier. For the first nine months, net earnings were $1.78 billion, or $11.60 per diluted share, versus $1.05 billion, or $6.39 per share, in the prior-year period, and that total includes a gain of approximately $170 million from a litigation settlement, which the company said affects comparability.
Third quarter 2026 net sales were $1.86 billion, compared with $1.66 billion a year earlier.
Third quarter 2026 adjusted EBITDA was $833 million, compared with $667 million in the third quarter of 2025.
The company repurchased 3.0 million shares for $367 million in the third quarter and has about $1.11 billion left under its program, which expires in December 2029.
Management expects full-year 2026 gross ammonia production of about 9.5 million tons and expects the Yazoo City Complex to resume operations in the first half of 2027.
Royal Gold, Inc. reported its third quarter 2026 results, highlighting total revenue of $464.8 million and net income of $227.4 million, driven by higher metal prices and new asset contributions. The company achieved record operating cash flow of $344.4 million and fully repaid its outstanding debt after the quarter end. Shareholders also received a quarterly dividend of $0.475 per share and benefited from ongoing share repurchases.
Revenue reached $464.8 million for the quarter ended September 30, 2026, compared to $252.1 million in the prior year period.
Net income was $227.4 million, or $2.68 per share, up from $126.8 million in the prior year period.
Operating cash flow reached a record $344.4 million, compared to $174.0 million in the prior year period.
The company fully repaid the remaining $150 million on its revolving credit facility on October 19, 2026.
CrossAmerica Partners LP reported third quarter 2026 results on November 4, 2026. Net income fell 35% to $8.8 million, Adjusted EBITDA declined to $38.7 million from $41.3 million, and distributable cash flow fell to $21.8 million from $27.8 million, while operating revenues rose to $1.2 billion from $971.8 million. The board declared a $0.5250 per unit distribution, and the current-quarter distribution coverage ratio was 1.09 times, down from 1.39 times a year earlier.
Net income $8.8 million vs. $13.6 million; Adjusted EBITDA $38.7 million vs. $41.3 million
Distributable cash flow $21.8 million vs. $27.8 million; current-quarter distribution coverage 1.09 times vs. 1.39 times
Operating revenues $1.2 billion vs. $971.8 million; gross profit $101.1 million vs. $104.8 million
Quarterly distribution of $0.5250 per unit payable November 12, 2026 to unitholders of record as of November 2, 2026
BGSF reported third quarter 2026 revenue of $25.1 million, down from $26.9 million a year earlier, which it attributed to lower billable hours. Net income from continuing operations was $0.1 million, or $0.01 per diluted share, compared with a loss of $3.1 million a year earlier, mainly because of lower selling, general and administrative expenses and interest expense. Shareholders get a mixed picture: sales declined while profit improved, and the filing gives no guidance.
Q3 revenue was $25.1 million versus $26.9 million in the prior-year quarter.
Continuing operations net income was $0.1 million ($0.01 per diluted share) versus a net loss of $3.1 million ($0.28 per share); selling, general and administrative expenses were $8.7 million versus $10.2 million.
Adjusted EBITDA was $0.9 million (3.4% of revenue) versus $1.0 million (3.6%) a year earlier.
Including discontinued operations, net income was $0.3 million ($0.03 per share) versus a net loss of $5.8 million a year earlier.
Liberty Latin America reported third-quarter 2026 revenue of $1,117.4 million, roughly flat from $1,112.5 million a year earlier, and down 2% on a rebased basis. Adjusted OIBDA rose 5% to $454 million, while operating income fell 3% to $181 million, so the results point in different directions for shareholders.
Q3 2026 revenue was $1,117.4 million versus $1,112.5 million in Q3 2025; rebased revenue fell 2%.
Adjusted OIBDA was $454 million, up 5% reported and 3% rebased; operating income was $181 million versus $188 million.
The company added 56,000 postpaid mobile and broadband subscribers in Q3 and said it has repurchased over $150 million of shares so far in 2026.
The Board declared a quarterly preferred dividend of $0.5625 per share, payable December 15, 2026, to holders of record on November 30, 2026.
Atmos Energy reported fiscal 2026 earnings per diluted share of $8.49 on net income of $1.4 billion and initiated fiscal 2027 earnings guidance of $9.05 to $9.25 per diluted share. Additionally, the company declared a quarterly dividend of $1.09 per common share and increased its indicated annual dividend for fiscal 2027 to $4.36.
Fiscal 2026 earnings per diluted share were $8.49 on net income of $1.4 billion.
Fiscal 2027 earnings per diluted share guidance is expected to be $9.05 to $9.25.
Fiscal 2027 capital expenditures are expected to be approximately $4.5 billion.
Indicated annual dividend for fiscal 2027 is $4.36, representing a 9.0% increase over fiscal 2026.
Watts Water Technologies reported third quarter 2026 net sales of $728.0 million, up 19% on a reported basis and 12% organically, with diluted EPS of $4.34 versus $2.45 a year earlier. The company raised its full-year 2026 sales and operating margin outlook, though GAAP margin and EPS include $39.3 million of tariff refunds classified as a special item.
Q3 2026 net sales were $728.0 million, up 19% reported and 12% organic, driven mainly by data center growth and price realization
Diluted EPS was $4.34, up 77%; adjusted diluted EPS was $3.40, up 36%, with the GAAP figure including $0.94 per share from tariff refunds
Full-year 2026 reported sales growth outlook was raised to 17% to 18%, and adjusted operating margin outlook to 20.3% to 20.4%
Repurchased about 11,000 shares for $3.9 million in Q3; about $117 million remains under the 2023 repurchase program
Navient reported third-quarter 2026 GAAP net income of $15 million, or $0.16 per diluted share, compared with a net loss of $86 million a year earlier, but down from $25 million in the second quarter. Core Earnings, which exclude derivative hedging gains, a tax benefit and other items, fell to $3 million ($0.03 per share) from $27 million in the prior quarter, as loan loss provisions rose to $227 million. Shareholders are seeing a year-over-year swing to GAAP profit alongside weaker sequential Core Earnings and higher credit provisions.
GAAP net income was $15 million ($0.16 per diluted share) for the quarter ended September 30, 2026, versus $25 million ($0.26) in the June 30, 2026 quarter and a net loss of $86 million ($0.87) a year earlier.
Core Earnings were $3 million ($0.03 per diluted share), versus $27 million ($0.29) in the prior quarter.
Provision for loan losses was $227 million, up from $168 million a year earlier, including $178 million for Legacy Private Education Loans.
A $162 million gain came from the sale of approximately $750 million of Legacy Private Education Loans.
Chiron Real Estate reported a third-quarter 2026 net loss attributable to common stockholders of $8.9 million, or $0.67 per share, compared with a $6.0 million loss, or $0.45 per share, a year earlier. Core FFO fell to $0.75 per share and unit from $1.12, and FFO fell to $0.50 from $1.00, even though total revenue rose to $40.3 million from $37.2 million. For shareholders, the key measures of per-share operating earnings declined, while the company continues to pursue the sale of its outpatient medical portfolio and expand its seniors housing platform.
Q3 2026 net loss attributable to common stockholders of $8.9 million, or $0.67 per share, vs. $6.0 million, or $0.45 per share, a year earlier
Core FFO of $0.75 per share and unit vs. $1.12 and FFO of $0.50 vs. $1.00 in the prior-year quarter
Total revenue of $40.3 million vs. $37.2 million; general and administrative expenses included $2.0 million of severance and transition costs
Leverage was 41.2% of total gross assets at September 30, 2026, up from 39.9% at June 30, 2026; the company has no debt maturities in 2026 or 2027
Arq reported third quarter 2026 revenue of $38.2 million, up 9% from a year earlier, and net income of $2.5 million compared with a net loss of $0.9 million, as adjusted, in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $19-20 million from $17-20 million, while keeping its revenue guidance at $120-125 million.
Q3 2026 revenue of $38.2 million versus $35.1 million in Q3 2025, driven predominantly by higher volumes
Q3 2026 net income of $2.5 million, or $0.06 per diluted share, versus a net loss of $0.9 million, as adjusted, in Q3 2025
Adjusted EBITDA of $8.8 million in Q3 2026 versus $5.2 million, up 71%; full-year 2026 Adjusted EBITDA guidance now $19-20 million
Cash and restricted cash of $19.1 million at September 30, 2026, versus $12.1 million at June 30, 2026; total debt of $28.2 million, down from $30.7 million
NACCO Industries reported third-quarter 2026 results with revenue up 5% year over year to $80.5 million and operating profit up 37% to $9.3 million, while net income fell 18% to $10.9 million because of a higher income tax expense. The company said full-year 2026 consolidated operating profit is expected to be comparable to 2025, and that it expects a substantial year-over-year increase in Adjusted EBITDA.
Q3 2026 revenue was $80.5 million, up from $76.6 million in Q3 2025.
Net income was $10.9 million, or $1.44 diluted EPS, versus $13.3 million, or $1.78 diluted EPS, a year earlier; income tax provision was $1.6 million compared with a $7.3 million benefit in Q3 2025.
Consolidated Adjusted EBITDA rose 63% to $20.4 million, and operating profit included $3.4 million of solar curtailment costs.
Full-year 2026 consolidated operating profit is expected to be comparable to 2025, and fourth-quarter results could be lower than the prior-year quarter depending on the timing of solar curtailment costs.
LeMaitre reported preliminary third-quarter 2026 sales of $68.0 million, up 11% from a year earlier, while diluted EPS fell 14% to $0.65 and operating income fell 13% to $17.7 million. The company kept its full-year 2026 outlook, guiding to sales of $274.8 million to $276.8 million and EPS of $2.77 to $2.82, and declared a $0.25 quarterly dividend. The company also bought certain vascular assets from B. Braun for $19.2 million in October.
Q3 2026 net sales $68.0 million, up 11% (12% organic) from Q3 2025; diluted EPS $0.65 versus $0.75
Q3 operating income $17.7 million versus $20.3 million a year earlier; the prior-year period included a $3.4 million employee retention tax credit benefit
FY 2026 guidance: sales $274.8 million to $276.8 million and EPS $2.77 to $2.82; Q4 EPS guidance $0.70 to $0.75
Quarterly dividend of $0.25 per share payable December 3, 2026, to holders of record on November 19, 2026
Centrus Energy reported third quarter 2026 revenue of $55.5 million, down 26% from $74.9 million a year earlier, and a gross loss of $10.6 million. GAAP net income rose to $31.6 million, but that result includes a $46.4 million gain from revaluing warrant liabilities, and the company reported an adjusted net loss of $9.4 million. The filing also updated full-year 2026 guidance and said the DOE does not currently intend to exercise further options under the HALEU Operation Contract.
Q3 2026 revenue was $55.5 million versus $74.9 million in Q3 2025; gross loss widened to $10.6 million from $4.3 million.
GAAP net income was $31.6 million ($1.41 diluted EPS), including a $46.4 million warrant fair value gain; adjusted net loss was $9.4 million versus adjusted net income of $5.2 million a year earlier.
Full-year 2026 revenue guidance is $450 million to $500 million, and total capital deployment is expected at $350 million to $500 million.
The current DOE budget proposal for fiscal 2027 does not fund HALEU Operation Contract cascade operations, which represents about $0.8 billion of Technical Solutions backlog.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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