2,257 material Form 8-K filings that 1,923 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).
EquipmentShare reported third-quarter 2026 results for the period ended September 30, 2026, with total revenue up 55% year over year to $1,468 million and net income of $20 million, compared with $6 million a year earlier. Adjusted Core EBITDA rose 40% to $594 million, and management said it is confident in its full-year 2026 outlook and sees an opportunity to outperform it. For shareholders, both headline revenue and profit grew, though GAAP net income remains small relative to revenue and interest expense was $88 million in the quarter.
Total revenue rose 55% to $1,468 million from $945 million; Rental Segment revenue rose 49% to $1,113 million.
Net income was $20 million versus $6 million; Adjusted Net Income, which excludes $26 million of IPO Founders Awards stock compensation, was $46 million.
Adjusted Core EBITDA increased 40% to $594 million; net leverage fell to 3.4x from 3.7x a year earlier.
Current 2026 guidance ranges include total revenue of $5,808 million to $6,045 million and Adjusted Core EBITDA of $2,136 million to $2,224 million.
Elmet Group reported third-quarter 2026 results for the period ended October 2, 2026, with revenue up 55.6% to $79.6 million and net income of $8.3 million, or $0.24 per diluted share, compared with $1.6 million, or $0.08, a year earlier. Gross margin rose to 31.3% and open order backlog reached a company record $347.4 million, though nine-month net income fell to $3.5 million from $4.0 million and the release gives no new guidance.
Q3 revenue was $79.6 million versus $51.1 million a year earlier; gross profit margin was 31.3% versus 21.7%.
Adjusted EBITDA was $17.0 million, or 21.3% of revenue, versus $7.4 million, or 14.5%, in Q3 2025.
Q3 net income was $8.3 million, or $0.24 per diluted share, versus $0.08 per diluted share a year earlier.
Nine-month net income was $3.5 million, or $0.10 per diluted share, versus $4.0 million, or $0.20, for the nine months ended September 30, 2025.
AST SpaceMobile reported third quarter 2026 revenue of $42.3 million, up from $14.7 million a year earlier, and a net loss attributable to common stockholders of $132.4 million, or $0.44 per share, compared with $122.9 million, or $0.45 per share, in the third quarter of 2025. The company said it remains on target for its revenue guidance of $150.0 million to $200.0 million and cited about $1.0 billion in non-dilutive Japanese government funding for satellite manufacturing and launch.
Q3 2026 total revenue was $42.3 million versus $14.7 million in Q3 2025; nine-month revenue was $88.6 million versus $16.6 million
Net loss attributable to common stockholders was $132.4 million, or $0.44 per share, versus $122.9 million, or $0.45 per share, a year earlier
Company remains on target for 2026 revenue guidance of $150.0 million to $200.0 million
Cash, cash equivalents and restricted cash were approximately $3.2 billion as of September 30, 2026
Bally's preliminary third-quarter 2026 consolidated revenue rose 21.7% year over year to $807.6 million, with growth led by Bally's Intralot B2C and North America Interactive. The company said it expects to file a Rule 12b-25 extension and its Form 10-Q within the extension period, and the figures remain subject to its close process. The results are preliminary and unaudited, so shareholders should watch for the final 10-Q.
Preliminary Q3 2026 revenue was $807.6 million, up from $663.7 million a year earlier
Bally's Intralot B2C revenue rose 22.8% to $257.5 million, while its Adjusted EBITDAR fell to $77.0 million from $86.4 million
The company expects to file a Rule 12b-25 extension and its 10-Q within the extension period
On October 1, 2026, Bally's closed Bronx project financing, receiving $400 million with $160 million more available for future draws
Mesa Laboratories reported fiscal second-quarter revenue of $62.3 million, up 2.6%, and net income of $4.3 million, up 75.3%, or $0.75 per diluted share versus $0.45 a year earlier. The company also issued its first fiscal 2027 guidance, calling for revenue of $250 million to $255 million and adjusted EBITDA of $66 million to $68 million, and authorized a share repurchase of up to $40 million.
Q2 revenue $62.3 million, up 2.6%; adjusted EBITDA $17.3 million, up 21.1%, or 27.8% of revenue
Fiscal 2027 guidance (year ending March 31, 2027): revenue $250 million to $255 million; adjusted EBITDA $66 million to $68 million
Board terminated its 2005 buyback program on November 4, 2026 and authorized up to $40 million in repurchases through December 31, 2028
Savings Plan announced October 13, 2026 expects total pre-tax restructuring charges of $2.6 million to $3.4 million, mainly in the second half of fiscal 2027
Babcock & Wilcox reported third quarter 2026 revenue of $290.8 million, up from $139.2 million a year earlier, and net income of $93.9 million, up from $35.1 million. Net income was lifted by an $85.1 million change in the fair value of customer warrants, and adjusted net income was $4.8 million. The company reiterated its 2026 Adjusted EBITDA target of $80.0 million to $105.0 million and issued a 2027 Adjusted EBITDA target of $125 million to $140 million.
Q3 2026 revenue of $290.8 million vs. $139.2 million in Q3 2025; Adjusted EBITDA of $17.7 million vs. $9.4 million
Net income of $93.9 million includes an $85.1 million change in fair value of customer warrants; adjusted net income was $4.8 million
Basic EPS of $0.61 vs. $0.30 in Q3 2025; Q3 bookings of $228 million and backlog of $2.5 billion
2026 Adjusted EBITDA target of $80.0 million to $105.0 million reiterated; 2027 target of $125 million to $140 million issued
P3 Health Partners reported third quarter 2026 revenue of $396 million, up 15% from a year earlier, and net income of $30.8 million versus a net loss of $69.5 million in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $90 million, moving the midpoint to $100 million, though the quarter also benefited from payer settlements and prior-year development.
Q3 2026 total revenue was $396 million, up 15% from $345 million a year earlier.
Q3 2026 Adjusted EBITDA was $20.9 million, compared with a loss of $45.9 million in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance is now $90 million to $110 million, up from a lower low end.
Q3 medical margin of $43.9 million included favorable payer settlements; excluding these items it was $35.0 million.
AbCellera reported third-quarter 2026 results, with total revenue of $10.6 million versus $9.0 million a year earlier and a net loss of $40.8 million, or $(0.13) per share, down from $57.1 million, or $(0.19) per share. The company said it had over $890 million in total available liquidity as of September 30, 2026, including a $200 million share offering that closed August 14, 2026 at $9.75 per share.
Total revenue of $10.6 million in Q3 2026, compared with $9.0 million in Q3 2025
Net loss of $40.8 million, or $(0.13) per share, compared with $57.1 million, or $(0.19) per share, in Q3 2025
R&D expenses of $43.5 million, down from $55.0 million; SG&A expenses of $13.6 million, down from $25.0 million
Positive top-line Phase 2 data for ABCL635 announced in Q3; Phase 1 top-line data for ABCL575 announced after quarter end
FutureFuel reported third-quarter 2026 results on November 9, 2026. Revenue rose 361% to $104.7 million, driven by biofuel volume and pricing, and the net loss narrowed to $8.4 million from $9.2 million, although the company still posted a gross loss and a shrinking cash balance. The company expects positive Adjusted EBITDA in the fourth quarter and for full-year 2026, after a nine-month Adjusted EBITDA loss of $6.9 million.
Q3 2026 total revenue was $104.7 million, up from $22.7 million in Q3 2025; biofuel revenue was $87.8 million.
Net loss was $8.4 million, or $0.19 per diluted share, compared with a $9.2 million net loss in Q3 2025.
Q3 Adjusted EBITDA was a loss of $4.9 million; the company expects fourth-quarter Adjusted EBITDA of approximately $7 million.
Cash and cash equivalents were $21.3 million at September 30, 2026, down from $34.3 million at June 30, 2026.
Clearway Energy reported third-quarter 2026 revenue of $522 million, up from $429 million a year earlier, and net income of $123 million, up from $60 million. The company reaffirmed its 2026 CAFD guidance of $430 million to $470 million and set a 2027 CAFD guidance range of $520 million to $590 million. Net income attributable to Clearway Energy, Inc. fell to $51 million from $232 million, so shareholder-level earnings were lower.
Q3 2026 revenue $522 million vs. $429 million in Q3 2025; Adjusted EBITDA $435 million vs. $385 million
Net income attributable to Clearway Energy, Inc. was $51 million ($0.42 per share) vs. $232 million ($1.97 per share) a year earlier
2026 CAFD guidance reaffirmed at $430 million to $470 million; 2027 CAFD guidance set at $520 million to $590 million
Board declared a quarterly dividend of $0.4824 per share payable December 15, 2026, to holders of record as of December 1, 2026
Qualys reported third-quarter 2026 revenue of $188.0 million, up 11% from $169.9 million a year earlier, and GAAP diluted earnings of $1.62 per share versus $1.39. The company raised its full-year 2026 revenue guidance to $736.9 million-$738.9 million from $732.0 million-$738.0 million and its GAAP EPS guidance to $6.08-$6.15 from $5.76-$5.90, which points to a higher outlook for shareholders.
Q3 revenue $188.0 million, up 11% from $169.9 million; GAAP net income $57.2 million
GAAP diluted EPS $1.62 vs. $1.39; non-GAAP diluted EPS $2.12 vs. $1.86
Full-year 2026 revenue guidance raised to $736.9 million-$738.9 million; GAAP EPS guidance raised to $6.08-$6.15
Q4 2026 revenue guidance set at $191.0 million-$193.0 million, 9% to 10% growth
Onto Innovation reported fiscal third-quarter 2026 revenue of $409.7 million, up 87.8% from a year earlier, with GAAP net income of $46.8 million, or $0.95 diluted EPS, versus $0.57 a year earlier. The company also guided fourth-quarter 2026 revenue to $430 million to $450 million and non-GAAP diluted EPS to $2.59 to $2.79, while a $40.8 million unrealized loss on its Rigaku investment weighed on GAAP results.
Q3 revenue of $409.7 million vs. $218.2 million in Q3 2025; non-GAAP diluted EPS of $2.44 vs. $0.92
GAAP net income of $46.8 million includes a $40.8 million unrealized loss on the Rigaku investment
Q4 2026 guidance: revenue of $430 million to $450 million; GAAP diluted EPS of $1.95 to $2.07
Cash, equivalents and marketable securities of $1.25 billion at September 30, 2026; backlog above $1.3 billion
Sanmina reported unaudited fourth-quarter fiscal 2026 results for the quarter ended October 3, 2026, with revenue of $3.86 billion, GAAP diluted EPS of $2.14 versus $0.88 a year earlier, and gave fiscal 2027 revenue guidance of $17.5 billion to $19.5 billion. The company also disclosed Amendment No. 5 to its credit agreement, which adds $70 million of term A loans and extends key debt maturities to October 28, 2031.
Q4 revenue $3.86 billion vs $2.10 billion a year earlier; GAAP diluted EPS $2.14 vs $0.88; non-GAAP diluted EPS $4.43 vs $1.67
Q1 fiscal 2027 outlook: revenue $3.8 billion to $4.1 billion; non-GAAP diluted EPS $3.50 to $3.85
Fiscal 2027 outlook: revenue $17.5 billion to $19.5 billion; non-GAAP diluted EPS $15.50 to $17.50
Amendment No. 5 dated October 27, 2026 adds $70 million of term A-1 loans, returns the term loan A facility to $1.4 billion, and extends the $1.5 billion revolver to October 28, 2031
Digital Turbine reported fiscal second quarter 2027 revenue of $178.7 million, up 27% from $140.4 million a year earlier, and GAAP net income of $10.3 million, or $0.06 per diluted share, compared with a net loss of $21.4 million a year earlier. The company also gave fiscal 2027 guidance of $670 million to $690 million in revenue and $145 million to $155 million in non-GAAP adjusted EBITDA, and disclosed a $3.5 million revision to prior-period revenue share expense.
Q2 fiscal 2027 revenue was $178.7 million, up 27% from $140.4 million; non-GAAP adjusted EBITDA was $39.8 million, up 46%
GAAP net income was $10.3 million, or $0.06 per diluted share, versus a net loss of $21.4 million, or $(0.20) per share, a year earlier
Fiscal 2027 outlook: revenue of $670 million to $690 million and non-GAAP adjusted EBITDA of $145 million to $155 million
Prior-period revision understated revenue share expense by $3.5 million for the quarter ended June 30, 2026
Lantronix reported fiscal first-quarter 2027 results for the quarter ended September 30, 2026, with revenue of $32.4 million, up 8% from a year earlier, and a GAAP net loss of $463 thousand, down from $1.4 million. The company also gave second-quarter revenue guidance of $32.5 million to $34.5 million and reaffirmed its expectation for double-digit revenue growth in fiscal 2027.
Revenue was $32.4 million, up from $29.8 million in the same quarter a year earlier.
GAAP net loss was $463 thousand, or $0.01 per share, compared with a net loss of $1.4 million, or $0.04 per share, a year earlier.
Non-GAAP net income rose 50% to $2.2 million, or $0.05 per share.
Second-quarter fiscal 2027 revenue outlook is $32.5 million to $34.5 million; double-digit revenue growth for fiscal 2027 was reaffirmed.
Paysign reported third-quarter 2026 revenue of $30.80 million, up 42.6%, and GAAP net income of $6.74 million, or $0.11 per diluted share, versus $0.04 a year earlier. The company raised its full-year 2026 net income, diluted EPS and Adjusted EBITDA guidance and confirmed its revenue outlook, but a plasma customer's decision to move processing for 113 centers will reduce fourth-quarter results.
Q3 2026 revenue was $30.80 million, up 42.6%; pharma revenue rose 109.8% to $16.62 million, and plasma revenue rose 7.5% to $13.83 million.
GAAP net income was $6.74 million, or $0.11 per diluted share, versus $2.22 million, or $0.04 per diluted share, in Q3 2025.
Full-year 2026 guidance: net income $23.0 million to $24.0 million, diluted EPS $0.37 to $0.38, Adjusted EBITDA $38.5 million to $40.0 million; revenue outlook of $114.0 million to $117.0 million was confirmed.
A plasma customer will move payment processing for 113 centers to another provider by year-end; the estimated Q4 impact is $1.5 million in revenue and $700 thousand in gross profit.
Zeta Global reported third-quarter 2026 revenue of $493 million, up 46% from a year earlier, and GAAP net income of $38 million after a year-earlier net loss of $3.6 million. The company also raised its full-year 2026 revenue and GAAP EPS guidance, which gives shareholders a higher outlook than before the report.
Q3 2026 revenue was $493 million, up 46% year over year and $22 million above the guidance midpoint
Q3 2026 GAAP net income was $38 million and diluted GAAP EPS was $0.14, versus a net loss of $3.6 million in Q3 2025
Full-year 2026 revenue guidance raised to $1,853 million to $1,857 million, up $37 million at the midpoint from $1,818 million
Full-year 2026 GAAP EPS guidance raised to $0.22 to $0.24, up $0.13 at the midpoint from $0.09 to $0.11
Radiant Logistics reported results for the three months ended September 30, 2026, with revenue of $279.8 million, up 23.4%, and net income attributable to the company of $6.1 million, or $0.13 per share, compared with $1.3 million, or $0.03 per share, a year earlier. Adjusted EBITDA, a non-GAAP measure, rose to $12.2 million from $6.8 million, and the company reported no net debt at quarter end, which matters to shareholders because profit and balance sheet figures both improved.
Revenues of $279.8 million, up $53.1 million or 23.4% from $226.7 million a year earlier.
Net income attributable to Radiant Logistics of $6.1 million, or $0.13 per share, versus $1.3 million, or $0.03 per share.
Adjusted EBITDA of $12.2 million versus $6.8 million; adjusted EBITDA margin of 17.7% versus 11.4%.
Credit facility amended to extend maturity to August 7, 2031; $25.0 million outstanding against $27.8 million of cash at September 30, 2026.
Annexon reported a third-quarter 2026 net loss attributable to common stockholders of $51.2 million, or $0.25 per share, compared with $54.9 million, or $0.37 per share, a year earlier. Lower research and development spending more than offset higher general and administrative costs, and the company said its $213.4 million in cash and short-term investments should fund operations into 2028. Weighted-average shares rose to about 204.7 million from about 149.1 million, so per-share losses reflect a larger share base.
Net loss attributable to common stockholders was $51.2 million, or $0.25 per share, for the quarter ended September 30, 2026, versus $54.9 million, or $0.37 per share, a year earlier.
R&D expenses were $41.4 million, down from $49.7 million; G&A expenses rose to $10.9 million from $7.3 million.
Cash, cash equivalents and short-term investments were $213.4 million at September 30, 2026, which the company expects to fund operations into 2028.
The company entered a credit facility of up to $200 million with Oxford Finance LLC, drawing an initial $50 million at closing.
RAVE Restaurant Group reported first-quarter fiscal 2027 results for the period ended September 27, 2026. Revenue and net income rose from a year earlier, but comparable store sales fell at both Pizza Inn and Pie Five, and the company no longer expects five new restaurants from a ten-unit development deal to open this fiscal year.
Total revenue was $3.3 million, up 3.4% from the prior-year quarter; net income was $0.7 million, up 3.1%.
Diluted net income per share was $0.05, unchanged from the prior year; Adjusted EBITDA was $0.8 million, also unchanged.
Pizza Inn domestic comparable store retail sales fell 4.2%, and Pie Five fell 18.2%.
Cash and short-term investments totaled $14.8 million at September 27, 2026, and the company reported no debt.
Forward Air reported third quarter 2026 operating revenues of $674 million, up from $632 million a year earlier, and operating income of $44 million versus $15 million. Net income attributable to Forward Air was $11.4 million, or $0.34 per diluted share, compared with a loss of $16.3 million, or $0.52 per share, in the prior-year quarter. Nine-month results were hurt by a $244.0 million goodwill impairment, and quarterly operating cash flow fell 33.0%.
Operating revenues were $673.9 million for the quarter ended September 30, 2026, up 6.7% from $631.8 million.
Operating income was $43.9 million versus $15.0 million; net income attributable to Forward Air was $11.4 million, or $0.34 per diluted share, versus a loss of $0.52 per share.
Nine-month operating loss was $137.0 million, including a $244.0 million goodwill impairment.
Quarterly net cash from operating activities fell 33.0% to $35.3 million; free cash flow was $33.3 million versus $48.9 million.
Marygold Companies reported results for the fiscal first quarter ended September 30, 2026. Revenue rose to $9.4 million from $5.2 million a year earlier, and net income was $1.8 million, or $0.04 per share, compared with a net loss of $0.4 million, or $0.01 per share. The company also disclosed a pending definitive merger agreement under which funds managed by Madison Dearborn Partners would acquire all outstanding shares for $2.00 per share.
Revenue of $9.4 million for the quarter, up from $5.2 million a year earlier, excluding $1.5 million from discontinued New Zealand operations
Net income of $1.8 million, or $0.04 per share, versus a net loss of $0.4 million, or $0.01 per share, a year earlier
USCF Investments average assets under management rose to $5.5 billion from $2.9 billion a year earlier
Pending merger at $2.00 per share by Madison Dearborn Partners, expected to close in the first half of 2027 or earlier
KALA BIO reported preliminary, unaudited results for the quarter ended September 30, 2026, showing a net loss of approximately $0.8 million, down from $7.6 million a year earlier. Cash, cash equivalents and short-term investments were approximately $7.0 million with no debt, and the company expects to file its Form 10-Q on or about November 16, 2026. Final results may differ from these preliminary figures, which shareholders should weigh against the pending review.
Q3 2026 net loss of approximately $0.8 million vs. $7.6 million in Q3 2025
Nine-month 2026 net loss of approximately $4.0 million vs. $27.7 million in the same period of 2025
Cash, cash equivalents and short-term investments of approximately $7.0 million as of September 30, 2026, with no debt
Form 10-Q expected on or about November 16, 2026; results remain preliminary and unaudited
Telos Corporation reported third quarter 2026 revenue of $55.2 million, up from $51.4 million a year earlier, and GAAP net income of $4.4 million, or $0.06 per diluted share, compared with a net loss of $2.1 million a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, which points to stronger results for shareholders.
Q3 2026 revenue was $55.2 million, versus $51.4 million in Q3 2025.
GAAP net income was $4.4 million ($0.06 per diluted share), compared with a net loss of $2.1 million ($0.03 per share) a year earlier.
Full-year 2026 revenue outlook was raised to $198.2 million-$200.7 million from $187 million-$195 million.
Full-year 2026 adjusted EBITDA outlook was raised to $32.3 million-$34.1 million from $23.6 million-$28.6 million.
United-Guardian reported higher third-quarter 2026 results, with net sales up 54% to $3,494,780 and net income up 247% to $930,912, or $0.20 per share. For the first nine months, net sales rose 25% to $9,475,269 and net income rose 70% to $2,478,393, or $0.54 per share, showing growth in both periods for shareholders.
Q3 2026 net sales were $3,494,780, up 54% from $2,264,261 in Q3 2025.
Q3 2026 net income was $930,912 ($0.20 per share), up 247% from $268,441 ($0.06 per share).
Nine-month 2026 net sales were $9,475,269, up 25%; net income was $2,478,393 ($0.54 per share), up 70%.
Pharmaceutical sales grew 29% in the quarter, driven primarily by Renacidin; cosmetic ingredient sales rose 187%.
Mereo BioPharma reported a third-quarter 2026 net loss of $5.9 million, down from $7.0 million a year earlier, as research and development and general and administrative expenses fell and the company recorded $800 thousand of revenue versus none a year earlier. Cash and cash equivalents were $26.1 million at September 30, 2026, which the company says should fund operations into late 2027, excluding any potential option payments from Sentynl Therapeutics.
Q3 2026 net loss was $5.9 million, compared with $7.0 million in Q3 2025; nine-month net loss was $19.6 million versus $34.5 million a year earlier.
Q3 2026 revenue was $800 thousand, compared with no revenue in Q3 2025; R&D expenses fell to $2.1 million from $4.3 million and G&A expenses fell to $4.9 million from $6.0 million.
Cash and cash equivalents were $26.1 million at September 30, 2026, down from $41.0 million at December 31, 2025.
Sentynl's exercise of its alvelestat option would bring $40 million in upfront and R&D payments; Mereo expects to provide an FDA-related update before the end of 2026.
ADC Therapeutics reported third quarter 2026 results, with net product revenue of $21.0 million, up from $15.8 million a year earlier, and a net loss of $25.3 million, or $0.16 per share, versus $41.0 million, or $0.30 per share, in the prior-year quarter. Cash and cash equivalents were $189.2 million at September 30, 2026, down from $261.3 million at December 31, 2025, and the company said its October 2026 financing restructuring extends its expected cash runway into 2029.
Q3 2026 net product revenue was $21.0 million, compared with $15.8 million in Q3 2025; license revenue and royalties were $0.7 million in both periods.
Q3 2026 net loss was $25.3 million ($0.16 per share), compared with $41.0 million ($0.30 per share) a year earlier; adjusted net loss was $8.8 million.
Cash and cash equivalents were $189.2 million at September 30, 2026, versus $261.3 million at December 31, 2025.
October 2026 restructuring included an $86.6 million PIPE financing, elimination of a $150 million change-of-control payment, and a reduction of the senior secured loan principal by $68.5 million to $50 million.
RB Global reported third-quarter 2026 results with revenue up 17% year over year to $1.3 billion and net income up 47% to $140.2 million, helped by a one-time $18.2 million excise tax refund. The company raised its full-year 2026 GTV growth outlook to 14% to 15% from 9% to 11% and narrowed its adjusted EBITDA range to $1,525 million to $1,545 million from $1,495 million to $1,545 million, while also declaring a $0.33 quarterly dividend.
Diluted EPS was $0.70, up 63%; diluted adjusted EPS was $1.03, up 11%
Full-year 2026 GTV growth outlook raised to 14% to 15% from 9% to 11%; adjusted EBITDA low end raised to $1,525 million
Repurchased about 3.9 million shares for $350.0 million in the quarter; $500.0 million remained under the NCIB as of September 30, 2026
Quarterly dividend of $0.33 per share payable December 17, 2026, to holders of record November 25, 2026
Air Industries Group reported results for the three and nine months ended September 30, 2026, in a press release furnished under Item 2.02. Third-quarter net sales rose 41.1% and the company swung to net income from a loss a year earlier, though results include merger-related costs tied to its pending merger with Tenax Aerospace Acquisition, LLC.
Q3 2026 net sales were $14.6 million, up from $10.3 million in Q3 2025; net income was $946,000 versus a net loss of $44,000.
Nine-month net sales were $38.2 million, up 8.7%, and the net loss narrowed to $902,000 from $1.5 million.
Q3 operating costs included $539,000 of stock compensation and merger-related expenses, with $503,000 of merger-related expense.
The company cited October 2026 net sales of about $5.6 million and firm customer orders in backlog of $95.4 million.
AN2 Therapeutics reported third-quarter 2026 results, with net loss narrowing to $8.0 million from $9.4 million a year earlier as research and development and general and administrative expenses declined. The company reported $80.2 million in cash, cash equivalents and investments as of September 30, 2026, and projects that this will fund operations into 2029 under its current plan.
Q3 2026 net loss was $8.0 million ($0.17 per share), versus $9.4 million ($0.31 per share) in Q3 2025.
R&D expenses were $5.7 million, down from $7.0 million, and G&A expenses were $2.9 million, down from $3.0 million.
Cash, cash equivalents and investments totaled $80.2 million at September 30, 2026, which the company projects will sustain operations into 2029.
Global Phase 2 study of oral epetraborole in polycythemia vera is cleared in all planned jurisdictions, with enrollment expected to begin by year-end 2026.
Foghorn Therapeutics reported third-quarter 2026 net income of $58.2 million, compared with a net loss of $15.8 million a year earlier, on collaboration revenue of $83.5 million, up from $8.2 million. Most of the revenue increase came from a $74.1 million cumulative catch-up adjustment tied to updated estimated future costs for ending the FHD-909 and SMARCA2 selective degrader programs, so the result is largely a one-time accounting effect.
Diluted earnings per share were $0.80, compared with a loss of $0.25 per share in the prior-year quarter.
Research and development expenses fell to $18.8 million from $20.0 million, and general and administrative expenses fell to $5.8 million from $6.7 million.
A new $2.3 million restructuring cost line appeared in the quarter.
Cash, cash equivalents and marketable securities were $156.2 million at September 30, 2026, with cash runway into the second half of 2029.
Select Water Solutions reported third-quarter 2026 revenue of $412 million, up 28% from a year earlier, and net income of $22.9 million, compared with $2.3 million in the third quarter of 2025. The company guided fourth-quarter Adjusted EBITDA to $95 million to $100 million and raised its 2026 net capital expenditure outlook to about $300 million to $310 million, while reporting that it closed the Pilot Water acquisition after quarter end.
Revenue was $412 million, up $90 million or 28% year over year; Adjusted EBITDA was $93.5 million, up from $59.5 million a year earlier.
Fourth-quarter 2026 Adjusted EBITDA is expected to be $95 million to $100 million; 2026 net capital expenditures are now expected to be about $300 million to $310 million.
After quarter end, the company issued $900 million of 7.625% senior notes due November 1, 2034, and entered a new $500 million revolving credit facility that was undrawn as of November 9, 2026.
Editas Medicine reported third quarter 2026 results, with a net loss attributable to common stockholders of $23.4 million, or $0.15 per share, down from $25.1 million, or $0.28 per share, a year earlier. Collaboration revenue rose to $10.4 million from $7.5 million, driven mainly by partner milestone revenue, while research and development and general and administrative expenses also increased. The company said its cash runway extends into the second half of 2028.
Net loss attributable to common stockholders was $23.4 million, or $0.15 per share, for the three months ended September 30, 2026, versus $25.1 million, or $0.28 per share, a year earlier.
Collaboration and other research and development revenues increased to $10.4 million from $7.5 million, mainly from milestones achieved by a strategic partner.
Cash, cash equivalents, and marketable securities were $190.2 million as of September 30, 2026, up from $146.6 million at December 31, 2025, and are expected to fund operations into the second half of 2028.
Editas received Australian ethics and regulatory approval to start the Phase 1/2 Strive study of EDIT-401, with initial safety and tolerability data expected in the first quarter of 2027.
GCM Grosvenor reported third quarter 2026 results, with GAAP net income attributable to the company up 17% to $12.3 million and fee-related earnings up 15% to $53.9 million from a year earlier. The company also approved a $0.12 per share dividend payable December 15, 2026, to holders of record on December 1, 2026.
Q3 2026 GAAP revenue was $145.6 million, up 8% year over year; adjusted net income rose 20% to $44.6 million.
Diluted earnings per share of Class A common stock were $0.17, up 6% from $0.16 a year earlier.
Fee-paying assets under management reached $78 billion, up 11%, and the company raised $2.7 billion of new capital in the quarter.
$54.1 million remained under the share repurchase authorization as of September 30, 2026.
Via Transportation reported third-quarter 2026 revenue of $143.5 million, up 31% from a year earlier, and a net loss of $18.8 million, down from $36.9 million. The company also issued fourth-quarter and full-year 2026 revenue outlook ranges, with full-year platform revenue expected at $556.7 million to $558.4 million.
Q3 2026 revenue was $143.5 million, up 31% from $109.7 million in Q3 2025.
Net loss per share was $0.23, compared with $1.49 a year earlier; Adjusted Net Loss per share was $0.00 versus $0.37.
Adjusted EBITDA was a loss of $3.2 million, compared with a loss of $8.7 million in Q3 2025.
Q4 2026 platform revenue is expected at $150.0 million to $151.7 million, and FY 2026 at $556.7 million to $558.4 million.
Constellation Energy reported third quarter 2026 results, with GAAP net income of $1.84 billion, or $5.19 per share, up from $930 million, or $2.97 per share, a year earlier. The company raised the midpoint of its full-year adjusted operating earnings guidance and narrowed the range to $12.50 to $12.80 per share, which signals stronger expected profit for shareholders.
Q3 2026 adjusted operating earnings were $5.06 per share, compared with $3.04 per share in Q3 2025
Q3 2026 operating revenues were $9.55 billion, compared with $6.57 billion in Q3 2025
Full-year 2026 adjusted operating earnings guidance narrowed to $12.50 to $12.80 per share, with the midpoint raised
Agreed to acquire the Rhode Island State Energy Center from Shell Energy North America for $715 million
NRG reported third-quarter 2026 GAAP net income of $561 million, up from $152 million a year earlier, and Adjusted EBITDA of $2,013 million, up from $1,205 million. The company reaffirmed its 2026 guidance, initiated 2027 guidance, and agreed to sell six gas-fired generation assets totaling 4.9 GW to LS Power for $4 billion in cash, with closing expected in the second quarter of 2027.
Q3 2026 GAAP EPS (basic) was $2.59 versus $0.70 a year earlier; Adjusted EPS was $4.68 versus $2.78.
2026 guidance reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
2027 guidance initiated, with Adjusted EPS of $8.05 to $10.05; the 2027 plan includes $1 billion of share repurchases and an 8% dividend increase to $2.05 per share.
The 4.9 GW sale to LS Power is for $4 billion in cash, subject to closing adjustments and approvals including HSR, FERC and the NYSPSC.
Abeona reported third-quarter 2026 results, with net ZEVASKYN revenue of $13.5 million, up 18% from $11.4 million in the second quarter, and a net loss of $4.8 million, or $0.08 per share, compared with $20.2 million, or $0.35 per share, in the prior quarter. The company also announced the $20 million stock-based acquisition of ABO-801 and a $30 million private placement, which it said will fund pipeline development and ZEVASKYN commercialization.
Net ZEVASKYN revenue was $13.5 million in Q3 2026, up 18% from $11.4 million in Q2 2026; one treatment's revenue was not recognized because its batch did not meet the identity assay release criterion.
Net loss was $4.8 million ($0.08 per share) in Q3 2026, versus $20.2 million ($0.35 per share) in Q2 2026.
Cash, cash equivalents and short-term investments were $134.9 million at September 30, 2026, down from $146.8 million at June 30, 2026; the figure excludes the $30 million private placement completed after quarter end.
Abeona issued $20 million of common stock to Ellodi Pharmaceuticals for the ABO-801 asset, with no upfront cash, plus up to $60 million in additional milestone payments and royalties.
Kodiak Gas Services reported third quarter 2026 net income attributable to common shareholders of $71.5 million, or $0.70 per diluted share, compared with a net loss of $14.0 million a year earlier. The company also raised its full-year 2026 adjusted EBITDA and discretionary cash flow guidance, reflecting higher revenue and the DPS acquisition, which closed April 1, 2026.
Total revenues were $401.8 million, up from $322.7 million in the third quarter of 2025.
Net income attributable to common shareholders was $71.5 million, or $0.70 per diluted share, versus a loss of $14.0 million, or $0.17 per share, a year earlier.
Full-year 2026 adjusted EBITDA guidance was raised to $840 million to $860 million; discretionary cash flow guidance rose to $580 million to $600 million.
The quarterly dividend was $0.51 per share, and the share repurchase program was extended to December 31, 2027, with about $31.7 million available.
National Energy Services Reunited (NESR) reported third-quarter 2026 results with revenue of $504.7 million, up 70.9% from a year earlier, and net income of $34.3 million, up 93.5%. Both figures were lower than the June 2026 quarter, which the company attributed to changing activity levels in its hydraulic fracturing, well testing and wireline logging services. The board also declared a quarterly cash dividend of $0.10 per share.
Revenue was $504.7 million, up 70.9% year-over-year but down 3.1% from $520.8 million in the June 30, 2026 quarter.
Diluted EPS was $0.33, compared with $0.18 a year earlier and $0.43 in the June quarter.
Adjusted EBITDA was $95.9 million, up 49.9% year-over-year.
The board declared a $0.10 per share cash dividend payable December 10, 2026, to holders of record on December 3, 2026.
QXO said preliminary, unaudited third quarter 2026 net sales were approximately $4.90 billion, up 79% from $2.73 billion a year earlier, and adjusted EBITDA was approximately $557 million, up 85% from $301 million. GAAP net loss was approximately $123 million, compared with $139 million in the third quarter of 2025, and the company said the figures may change before it reports full results on November 12, 2026.
Net sales: approximately $4.90 billion, up 79% from $2.73 billion in Q3 2025
GAAP net loss: approximately $123 million, versus $139 million a year earlier
Adjusted EBITDA (non-GAAP): approximately $557 million, up 85% from $301 million; margin 11.4% versus 11.1%
Results include Kodiak Building Partners from April 1, 2026 and TopBuild Corp. from July 1, 2026; full results due November 12, 2026
Greif reported fourth-quarter and fiscal 2026 results for the year ended September 30, 2026. Full-year net income rose to $261.5 million, and Adjusted EBITDA rose 11.7%, while fourth-quarter Adjusted EBITDA fell 3.1% to $163.0 million and Adjusted free cash flow of $279.3 million was below the company's most recent guidance range. The company also gave fiscal 2027 low-end guidance of $645 million Adjusted EBITDA and $290 million Adjusted free cash flow.
Fiscal 2026 net income was $261.5 million, or $4.54 per diluted Class A share, versus $31.6 million, or $0.55, a year earlier.
Fourth-quarter net loss narrowed to $6.5 million, or $0.11 per diluted Class A share, from a net loss of $24.3 million, or $0.42, a year earlier.
Company will close its Sweetwater paperboard mill in Austell, GA, and has achieved $105 million in cumulative run-rate cost savings, with a new target of $150 million by the end of fiscal 2027.
Fiscal 2027 low-end guidance: Adjusted EBITDA of $645 million and Adjusted free cash flow of $290 million.
Hyster-Yale reported third-quarter 2026 revenue of $827 million, up from $813 million in the second quarter, and narrowed its operating loss to $9 million from $18 million. The company said it expects Q4 2026 revenue to grow sequentially on higher shipments, but tariff-related costs remain elevated and the company plans new cost-reduction programs targeting at least $100 million at maturity in 2029.
Q3 2026 revenue was $827 million versus $813 million in Q2 2026; net loss narrowed to $15 million from $32 million
Operating loss was $9 million in Q3 2026 versus an operating profit of $2.3 million in Q3 2025
Company expects Q4 2026 bookings to exceed Q4 2025 and Q3 2026, with sequential revenue growth
New programs targeting at least $100 million of cost reductions and mitigations at maturity, expected in 2029
Biglari Holdings reported third-quarter 2026 net earnings of $1.0 million, compared with a net loss of $5.3 million a year earlier. Pre-tax operating earnings rose to $9.9 million from $6.9 million, though the company said its investment gains and losses also affect reported results.
Q3 2026 pre-tax operating earnings were $9,874 thousand, up from $6,854 thousand in Q3 2025.
Nine-month 2026 net earnings were $26,409 thousand, up from $12,365 thousand in the same period of 2025.
Nine-month 2026 pre-tax operating earnings were $12,007 thousand, down from $20,521 thousand a year earlier.
Steak n Shake same-store sales rose 18.2% in Q3 2026 for domestic company-operated and franchise-partner-operated restaurants.
York Water reported third quarter 2026 operating revenues of $24,333,000, up $3,972,000 from a year earlier, and net income of $7,809,000, up $1,608,000. Nine-month revenues rose to $67,922,000 and net income to $20,238,000, both higher than in the same period of 2025, mainly due to rate increases effective March 1, 2026. Both headline measures improved, which points to stronger results for shareholders.
Q3 2026 operating revenues $24,333,000 vs. $20,361,000 in Q3 2025; net income $7,809,000 vs. $6,201,000
Q3 2026 basic and diluted EPS $0.48, up from $0.43 a year earlier
Company estimates an additional $11.8 million of 2026 investment, excluding acquisitions
OneMedNet said it expects preliminary third-quarter 2026 revenue of about $1 million, up 242% from the prior quarter and 465% from the year-earlier quarter. It also guided to fourth-quarter 2026 revenue of $12 million to $14 million, pending customer acceptance of delivered data by quarter-end. The third-quarter figures remain preliminary and may change before the Form 10-Q, expected by November 16, 2026.
Preliminary Q3 2026 revenue of about $1 million for the quarter ended September 30, 2026, up 242% from the prior quarter and 465% from Q3 2025.
Q4 2026 revenue guidance of about $12 million to $14 million, pending customer acceptance of delivered data by quarter-end.
Q3 results are preliminary and subject to adjustment; the Form 10-Q is expected by November 16, 2026.
Franklin Templeton announced preliminary fourth quarter and full-year results for the period ended September 30, 2026, reporting a quarterly net income of $380.1 million, or $0.72 per diluted share, alongside $20.8 billion in long-term net inflows. Total assets under management reached $1.795 trillion, reflecting an 8% increase year-over-year.
Preliminary fourth quarter net income was $380.1 million, or $0.72 per diluted share, compared to $117.6 million, or $0.21 per diluted share, in the prior-year period.
Long-term net inflows were $20.8 billion for the quarter ended September 30, 2026, and $84.1 billion for the full fiscal year.
Total assets under management were $1.795 trillion as of September 30, 2026.
The company repurchased 2.5 million shares of its common stock for $86.1 million during the fourth quarter.
Global Partners LP reported third-quarter 2026 net income of $52.4 million, or $1.26 per diluted common unit, compared with $29.0 million, or $0.66 per unit, a year earlier, while sales rose to $6.7 billion from $4.7 billion. The company said stronger Wholesale results more than offset lower retail fuel volumes, and it declared a $0.7850 per unit distribution payable November 13, 2026. The filing also says the credit agreement was extended to October 16, 2031.
Diluted earnings per common unit were $1.26 versus $0.66; net income was $52.4 million versus $29.0 million.
Adjusted EBITDA was $122.9 million versus $98.8 million; distributable cash flow was $70.1 million versus $53.0 million.
Wholesale product margin rose to $111.4 million from $78.0 million, while GDSO product margin fell to $210.6 million from $218.9 million, and GDSO gasoline volume was 361.3 million gallons versus 390.8 million.
Distribution of $0.7850 per unit is payable November 13, 2026 to holders of record on November 9, 2026; the credit facility maturity was extended to October 16, 2031.
Georgia Banking Company filed an investor presentation with its third-quarter 2026 results, its first full quarter of combined operations with Tandem Bancorp, which closed June 1, 2026. Net interest income rose 8.0% from the second quarter to $31.4 million, while noninterest income fell 13.8% to $2.8 million and net interest margin declined to 4.17%.
Diluted EPS of $0.57 and operating EPS of $0.74 for the quarter; ROTCE 9.70% and operating ROTCE 12.41%
Net interest income $31.4 million, up 8.0% from 2Q26; NIM down 14 basis points, which the company attributed to higher cost of refinanced subordinated debt
Noninterest income $2.8 million, down 13.8% from 2Q26, due to lower retail mortgage originations
CET1 ratio 10.59% at quarter end, up from 10.29% in 2Q26; management plans to use the presentation in investor meetings beginning November 9, 2026
Strive reported GAAP net income of $509.0 million for the quarter ended September 30, 2026, compared with losses in the comparable 2025 periods. The filing attributes the result to a $533.7 million net unrealized gain on digital assets, while total revenues were $2.7 million. Shareholders should note the gain is a fair value adjustment on bitcoin, not operating income.
GAAP net income was $509.0 million, or $5.24 per diluted share, for the three months ended September 30, 2026; non-GAAP adjusted net income attributable to common stockholders was $494.6 million, or $5.46 per diluted share.
Net unrealized gain on digital assets was $533.7 million; total operating expenses were $38.7 million.
Strive acquired 8,136 bitcoin in the third quarter and 15,124 bitcoin from October 1 through October 30, 2026.
On October 20, 2026, Strive completed an offering of 7,000,000 SATS shares for net proceeds of approximately $609.0 million; cash and cash equivalents were $490.4 million as of October 30, 2026.
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