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).
Hallador Energy reported third-quarter 2026 results with total revenue of $130.3 million, down 11% from a year earlier but up 28% from the second quarter. The company posted a net loss of $4.5 million, compared with net income of $23.9 million a year earlier, and total debt rose to $551.9 million after a $600 million construction bridge loan tied to its Turtle Creek gas project, which it targets for a final investment decision before the end of 2026.
Q3 2026 total revenue was $130.3 million, down from $146.6 million in Q3 2025 and up from $101.5 million in Q2 2026.
Net loss was $4.5 million, versus net income of $23.9 million in Q3 2025 and a net loss of $15.2 million in Q2 2026.
Adjusted EBITDA was $17.3 million, compared with $24.9 million in Q3 2025.
Total debt rose to $551.9 million at September 30, 2026, from $45.0 million at June 30, 2026, after a $600 million senior secured construction bridge loan facility.
Microvast reported third-quarter 2026 revenue of $45.8 million, down 62.8% from $123.3 million a year earlier, and a net loss of $76.8 million, including $35.7 million of non-cash impairment charges. The company said its available cash is expected to be insufficient to meet obligations over the next twelve months, and its going concern doubt has not been alleviated, so shareholders face significant uncertainty about refinancing its debt.
Q3 2026 revenue was $45.8 million versus $123.3 million in Q3 2025; gross margin fell to 5.2% from 37.6%.
Q3 2026 net loss was $76.8 million, compared with a net loss of $1.5 million in Q3 2025.
Cash, cash equivalents and restricted cash were $124.4 million at September 30, 2026; $41.7 million of convertible bonds are due on or before January 31, 2027.
Net cash used in operating activities was $65.4 million for the nine months ended September 30, 2026.
Tidewater reported third-quarter 2026 revenue of $360.4 million, up from $341.1 million a year earlier, and net income attributable to the company of $17.5 million, or $0.35 per diluted share, compared with a loss of $0.8 million a year earlier. The company also initiated 2027 revenue guidance of $1.70 to $1.75 billion and updated its 2026 revenue guidance to $1.43 to $1.44 billion, while closing a $500 million all-cash acquisition of Wilson Sons Ultratug Offshore.
Q3 2026 revenue of $360.4 million, up 5.3% from the second quarter of 2026
Q3 2026 net income of $17.5 million ($0.35 per diluted share), versus a $0.8 million loss a year earlier
Nine-month 2026 net income of $45.3 million, down from $114.8 million in the first nine months of 2025
2027 revenue guidance of $1.70 to $1.75 billion; 2026 revenue guidance updated to $1.43 to $1.44 billion
Novanta reported third quarter 2026 results on November 9, 2026. GAAP revenue rose 23% to $305 million, while GAAP net income fell to $2 million from $10.7 million and GAAP diluted EPS fell to $0.05 from $0.30. The company also updated its full-year 2026 outlook, now expecting GAAP revenue of $1,135 million to $1,140 million, and said it closed its largest acquisition in company history, Riverpoint Medical.
Q3 2026 GAAP revenue was $305 million, up 23.1% from $247.8 million; Adjusted EBITDA rose 38.3% to $80.3 million.
GAAP operating income was $13.9 million versus $21.8 million a year earlier, and restructuring, acquisition, and related costs were $23.1 million.
Adjusted diluted EPS was $1.05, up 20.7% from $0.87; operating cash flow was $39.3 million versus $8.5 million.
For full-year 2026, the company now expects GAAP revenue of $1,135 million to $1,140 million and Adjusted EBITDA of $274 million to $277 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
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
Bakkt reported third-quarter 2026 revenue of $149.2 million, down 62.9% from $402.2 million a year earlier, mainly due to lower crypto trading volume and the loss of clients. The company posted net income of $14.3 million, or $0.31 per diluted share, versus a net loss of $14.9 million in Q3 2025, and the filing notes the result includes a $26.8 million non-cash gain on the Transchem warrants. It reiterated a full-year 2026 Total Transacting Volume target of approximately $3 billion and set a first-half 2027 target of approximately $6 billion.
Q3 2026 total revenue was $149.2 million versus $402.2 million in Q3 2025; net income attributable to Bakkt was $14.3 million, or $0.31 per diluted share
Adjusted EBITDA loss narrowed to $11.8 million from $14.8 million in Q3 2025 on a consistent basis
TTV was $147.9 million for Q3 2026; the company reiterated its approximately $3 billion full-year 2026 target and set an approximately $6 billion first-half 2027 target
Cash, cash equivalents and restricted cash were $37.3 million as of September 30, 2026, versus $50.7 million as of June 30, 2026
JBS N.V. reported third-quarter 2026 results on November 9, 2026. Net sales rose 1% from a year earlier to $22.7 billion, but IFRS adjusted EBITDA fell 36% to $1,181 million and earnings per share fell to $0.15 from $0.52. Net leverage rose to 3.54x from 2.39x, which shows weaker profit and higher debt relative to earnings.
Net sales of $22.7 billion, up 1% from $22.6 billion in 3Q25
IFRS adjusted EBITDA of $1,181 million, down 36%; adjusted EPS of $0.16 vs. $0.54
Free cash flow was negative $167 million in 3Q26 vs. positive $383.5 million in 3Q25
Revolving credit facility raised to $4.2 billion from $3.5 billion; total liquidity of $8.2 billion
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
Gladstone Investment Corporation reported net investment income of $4.8 million, or $0.12 per share, for the quarter ended September 30, 2026, down from $15.9 million, or $0.40 per share, in the prior quarter. Total investment income fell 14.8% to $24.2 million, while the net increase in net assets from operations rose to $17.1 million, helped by net unrealized appreciation, and net asset value per share rose to $16.43 from $16.24.
Net investment income was $4.8 million, or $0.12 per share, versus $15.9 million, or $0.40 per share, in the June 30, 2026 quarter.
Total investment income was $24.2 million, down from $28.4 million, mainly due to a $5.6 million decrease in success fee income.
Net increase in net assets from operations was $17.1 million, or $0.43 per share, compared with a decrease of $11.9 million, or $0.30 per share, in the prior quarter.
The quarterly distribution was $0.24 per share, unchanged from the prior quarter, and Walter H. Wilkinson Jr. resigned from the board on October 22, 2026.
Rackspace Technology reported third-quarter 2026 revenue of $609 million, down 9.3% from a year earlier, with Public Cloud revenue down 17.2% and Private Cloud revenue up 4.2%. The net loss narrowed to $54 million, or $0.21 per share, from $67 million, or $0.28 per share, a year earlier. The company raised its full-year 2026 revenue outlook by $35 million at the midpoint and kept its non-GAAP operating profit and Adjusted EBITDA outlook unchanged.
Q3 2026 revenue was $609 million, down 9.3% from $671 million in Q3 2025; Public Cloud fell 17.2% to $349 million and Private Cloud rose 4.2% to $260 million.
Net loss narrowed to $54 million ($0.21 per share) from $67 million ($0.28 per share); non-GAAP operating profit rose 12% to $36 million.
Full-year 2026 total revenue outlook is $2.51 billion to $2.56 billion, raised by $35 million at the midpoint; the profit outlook was maintained.
As of September 30, 2026, cash and cash equivalents were $108 million and total liquidity was $170 million; Q3 capital expenditures were $104 million.
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.
Coherus Oncology reported third quarter 2026 net revenue from continuing operations of $14.3 million, up from $11.6 million a year earlier, and a narrower net loss from continuing operations of $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share. The company also announced a strategic prioritization plan that focuses tagmokitug development on esophageal cancer and reduces headcount by about 30%, with the CFO saying these benefits will be realized over the next two quarters.
Q3 2026 net revenue from continuing operations was $14.3 million, versus $11.6 million in Q3 2025; LOQTORZI revenue was $14.0 million, up 25% from $11.2 million.
Q3 2026 GAAP net loss from continuing operations was $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share, in Q3 2025.
Right-sizing reduces headcount by about 30% and is expected to lower core cash burn by $6 million to $7 million per quarter.
Cash, cash equivalents and marketable securities were $83.6 million at September 30, 2026, versus $172.1 million at December 31, 2025.
Lincoln Educational Services reported third-quarter 2026 revenue of $159.2 million, up 12.6% from $141.4 million, with net income of $4.7 million, up from $3.8 million. The company raised its full-year 2026 revenue guidance to $600.0 million to $605.0 million while reiterating its adjusted EBITDA guidance of $76.0 million to $80.0 million.
Q3 2026 revenue of $159.2 million, up from $141.4 million; net income of $4.7 million, up from $3.8 million
Diluted EPS of $0.15 versus $0.12; adjusted EBITDA of $17.4 million, up 30.8%
2026 revenue guidance raised to $600.0 million to $605.0 million; student start growth guidance narrowed to 10% to 12%
Board raised the share repurchase authorization by $30 million to $70 million total, with more than $37 million remaining
Surrozen reported a third-quarter 2026 net loss of $129.7 million, up from $71.6 million a year earlier, with no related-party research revenue after the TCGFB collaboration ended. Most of the loss came from non-cash fair value changes in tranche and warrant liabilities, and the company said October financings lifted pro forma cash to about $220.3 million, with runway into 2029.
Net loss was $129.7 million for the quarter ended September 30, 2026, including a $73.9 million non-cash loss on the tranche liability.
Research service revenue from a related party was zero, compared with $1.0 million a year earlier, after the TCGFB collaboration terminated effective November 2025.
Cash and cash equivalents were $100.4 million at September 30, 2026; pro forma cash was about $220.3 million after October financings.
The company plans to expand DUET Phase 2a enrollment from about 60 to 150 patients, with Phase 1b topline data expected in the second half of 2027.
BitGo reported third-quarter 2026 results on November 9, 2026. Total revenue fell to $2.9 billion, down 50.9% from a year earlier, driven mainly by lower digital asset sales in a soft crypto trading environment. Net income rose to $44.1 million, but the filing attributes it mainly to a $71.5 million unrealized gain on the company's digital asset treasury, and adjusted EBITDA was a loss of $4.3 million.
Total revenue of $2.9 billion, down 50.9% year-over-year and 34.1% sequentially
Net income of $44.1 million, versus a net loss of $19.0 million in Q2 2026, driven by a $71.5 million unrealized gain on digital assets
Adjusted EBITDA loss of $4.3 million, compared with a $13.5 million profit in Q3 2025
Repurchased $24.7 million of common stock during the quarter under a $50 million authorization
Lineage reported third-quarter 2026 results with total revenue down 1.2% to $1.36 billion, a GAAP net loss of $173 million ($0.68 per diluted share, versus a $0.44 loss a year earlier), and adjusted EBITDA down 7.0% to $317 million. CEO Greg Lehmkuhl said higher oil prices, constrained trucking capacity and tariff uncertainty created headwinds later in the quarter, and the company adjusted its full-year guidance to reflect pressures it expects to continue into the fourth quarter.
Q3 2026 AFFO fell 14.9% to $188 million, and AFFO per share fell 14.1% to $0.73.
Full-year 2026 guidance: adjusted EBITDA of $1.25 billion to $1.27 billion and AFFO per share of $2.86 to $2.98; the filing does not show prior guidance figures.
Quarterly dividend declared at $0.5325 per share, an annualized rate of $2.13 per share.
Same-store occupancy grew year over year for the second consecutive quarter; the conference call is on November 10, 2026, at 8:00 a.m. Eastern Time.
FreightCar America reported third quarter 2026 revenue of $76.5 million, down from $160.5 million a year earlier, and delivered 662 railcars versus 1,304. It posted adjusted EBITDA of $0.1 million and an adjusted net loss of $9.5 million, or $(0.28) per diluted share, compared with adjusted net income of $7.8 million a year earlier. The company reaffirmed its fiscal 2026 outlook, which matters to shareholders because it signals that management still expects the full-year targets it set on October 19.
Q3 2026 revenue was $76.5 million versus $160.5 million in Q3 2025; railcar deliveries were 662 units versus 1,304.
Adjusted EBITDA was $0.1 million (0.2% margin) versus $15.9 million (9.9% margin) a year earlier.
Backlog reached 2,660 units valued at $284.5 million at September 30, 2026, up 28% from $222.0 million.
Fiscal 2026 outlook reaffirmed: 3,100 to 3,300 railcars, revenue of $370 to $410 million, and adjusted EBITDA of $15 to $19 million.
AMCON Distributing reported results for the fiscal year ended September 30, 2026, with diluted earnings per share of $2.52 compared with $0.62 in the prior year. Sales rose to $3.12 billion from $2.82 billion, and the retail health food segment posted an operating loss while the wholesale segment reported operating income.
Net income available to common shareholders was $2.4 million, compared with $0.6 million in fiscal 2025.
Sales were $3.12 billion, compared with $2.82 billion in fiscal 2025.
Wholesale distribution segment operating income was $25.5 million; retail health food segment operating loss was $0.6 million.
Shareholders' equity was $117.0 million at September 30, 2026.
Senseonics reported third quarter 2026 revenue of $19.6 million, up about 140% from a year earlier, and raised its full-year 2026 revenue guidance to $68 million to $70 million. The company's net loss widened to $32.7 million, or $0.50 per share, from $19.5 million, or $0.43 per share, a year earlier, as selling, general and administrative expenses rose to $32.3 million.
Q3 2026 total revenue was $19.6 million versus $8.1 million in Q3 2025; U.S. revenue was $16.8 million.
Full-year 2026 revenue guidance raised to $68 million to $70 million from $62 million to $66 million; gross margin guidance raised to more than 60% from 58% to 61%.
Q3 2026 net loss was $32.7 million, or $0.50 per share, compared with a net loss of $19.5 million, or $0.43 per share, in Q3 2025.
As of September 30, 2026, cash, cash equivalents, restricted cash and short-term investments totaled $126.6 million.
REPAY reported third-quarter 2026 revenue of $153.4 million, up from $77.7 million a year earlier, as results included political media revenue and the KUBRA acquisition. The company still posted a net loss of $10.4 million, wider than the $6.6 million loss a year earlier, and cut its full-year normalized organic revenue growth outlook to 5%-6% from 7%-9%, while reiterating its revenue and adjusted EBITDA ranges.
Q3 2026 revenue of $153.4 million vs. $77.7 million in Q3 2025; organic revenue growth was 14%, including a 9-point contribution from political media revenue
Net loss of $10.4 million, or $(0.11) per share, vs. a net loss of $6.6 million, or $(0.08) per share, a year earlier; adjusted EBITDA rose to $50.9 million from $31.2 million
Full-year 2026 normalized organic revenue growth outlook lowered to 5%-6% from 7%-9%; free cash flow conversion target lowered to 20%-25% from 30%
Expected annualized KUBRA cost synergy run-rate exiting 2026 raised to $11 million from $8 million; revenue ($490-500 million) and adjusted EBITDA ($168.5-176 million) outlooks reiterated
Securitize reported third-quarter 2026 revenue of $18.6 million, up 13% from a year earlier, but posted a net loss of $66.3 million, compared with net income of $8.6 million from continuing operations in the prior-year quarter. The company said about $60 million of the loss was largely non-cash expenses and accounting charges tied mainly to its business combination and public listing. The Board also authorized a $50 million share repurchase program and the company agreed to acquire River One.
Total revenue was $18.6 million, up 13%; net loss per diluted share was $(0.41), versus $(0.05) in the prior-year quarter.
Adjusted EBITDA was a loss of $2.0 million, compared with positive Adjusted EBITDA of $3.6 million a year earlier.
On November 6, 2026, the Board authorized repurchases of up to $50 million of common stock through December 31, 2027, funded from cash on hand.
The River One acquisition is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
Casella Waste Systems reported third-quarter 2026 revenue of $559.2 million, up 15.2%, and adjusted EBITDA of $133.5 million, up 11.4%. GAAP results moved the other way: the company posted a net loss of $7.0 million, compared with net income of $10.0 million a year earlier, after a $13.6 million landfill development impairment charge. The company raised its 2026 revenue guidance, narrowed its adjusted EBITDA guidance, and now expects a full-year net loss instead of net income.
Q3 revenue was $559.2 million, up $73.9 million, or 15.2%, from the same period in 2025; adjusted EBITDA was $133.5 million, up 11.4%.
Q3 net loss was $(7.0) million, or $(0.11) per diluted share, versus net income of $10.0 million, or $0.16 per share, in Q3 2025; the period included a $13.6 million landfill development impairment charge.
2026 guidance: revenue raised to $2.100 billion to $2.110 billion; adjusted EBITDA narrowed to $475 million to $481 million; net loss guidance of $(10) million to $(4) million replaces prior net income guidance of $0 million to $6 million.
USA Rare Earth reported third-quarter 2026 revenue of $3.0 million and a loss from operations of $141.4 million, up from $15.9 million a year earlier. Net income attributable to the company was $11.7 million, compared with a net loss of $156.7 million a year earlier, but the adjusted net loss widened to $125.6 million and cash used in operating activities was $143.7 million.
Third-quarter loss from operations was $141.4 million, versus $15.9 million in the same quarter of 2025.
Third-quarter net income attributable to USA Rare Earth was $11.7 million, versus a net loss of $156.7 million; diluted EPS was $(0.02) versus $(1.64).
Adjusted net loss attributable to the company was $125.6 million, versus $25.6 million a year earlier.
Cash, cash equivalents and restricted cash were $1.2 billion at September 30, 2026, up from $359.9 million at December 31, 2025.
American Public Education reported third-quarter 2026 revenue of $169.1 million, up 3.6%, and diluted earnings per share of $0.32, up from $0.30, and said these results exceeded its guidance. The company raised its full-year 2026 guidance across key metrics, but third-quarter adjusted EBITDA fell to $17.5 million from $20.7 million and operating cash flow fell to $11.8 million from $21.7 million.
Q3 2026 revenue $169.1 million vs. $163.2 million a year earlier, up 3.6%; Military+ revenue down 0.5% to $82.7 million, partly due to about $6.0 million shifting into Q4 2026
Q3 2026 net income available to common stockholders $5.9 million vs. $5.6 million; diluted EPS $0.32 vs. $0.30
Q3 2026 adjusted EBITDA $17.5 million vs. $20.7 million; cash from operations $11.8 million vs. $21.7 million
Full-year 2026 revenue guidance $695.0 million to $701.0 million; diluted EPS guidance $2.59 to $2.84
Life360 reported third-quarter 2026 total revenue of $174.1 million, up 40% from a year earlier, with net income of $22.5 million, up 130%, including a $17.5 million investment fair value gain. The company narrowed its full-year 2026 guidance for consolidated revenue to $665 million to $681 million and for Adjusted EBITDA to $132 million to $138 million, and reported $44.4 million in share repurchases to date.
Q3 2026 total revenue of $174.1 million, up 40% YoY; advertising revenue of $25.4 million, up 250% YoY
Net income of $22.5 million, up 130% YoY, including a $17.5 million net gain on fair value of investments
Adjusted EBITDA of $34.6 million, up 41% from $24.5 million in Q3 2025
FY26 consolidated revenue guidance of $665 million to $681 million, versus the prior $650 million to $685 million; Adjusted EBITDA guidance of $132 million to $138 million, narrowed from $130 million to $140 million
Hims & Hers reported third-quarter 2026 revenue of $890.4 million, up 49% from a year earlier, and subscribers rose 13% to 2,788 thousand. The company swung to a net loss of $33.0 million from net income of $15.8 million a year earlier, and it reduced its full-year 2026 Adjusted EBITDA guidance to $257 million to $277 million while narrowing revenue guidance to $3.13 billion to $3.15 billion. Shareholders face higher reported losses and a lower profit outlook even as sales grew.
Q3 2026 revenue was $890.4 million, up 49% from $599.0 million, with gross margin falling to 57% from 74%.
Net loss was $33.0 million versus net income of $15.8 million in Q3 2025; Adjusted EBITDA rose to $82.4 million from $78.4 million.
Full-year 2026 Adjusted EBITDA guidance was reduced to $257 million to $277 million; full-year revenue guidance was tightened to $3.13 billion to $3.15 billion.
Q3 free cash flow was $26.0 million, down from $79.4 million a year earlier.
Amplify Energy reported a third-quarter 2026 net loss of $18.9 million, compared with net income of $17.3 million in the second quarter, mainly due to a $24.6 million non-cash unrealized loss on commodity derivatives. Adjusted EBITDA rose to $10.8 million from $8.6 million, and the company lowered the upper end of its full-year lease operating expense guidance to $90.0 million while continuing a share buyback. The mixed results matter to shareholders because the headline GAAP loss widened even as operating measures and cost guidance improved.
Q3 2026 net loss of $18.9 million vs. net income of $17.3 million in Q2 2026, driven by a $24.6 million non-cash unrealized derivative loss
Total revenues excluding hedges were $51.4 million, down from $52.7 million in Q2; average daily production rose to 7.4 MBopd from 6.8 MBopd
Effective November 1, 2026, Special Case Royalty Relief at Beta cut the royalty rate to approximately 12.4%
Full-year 2026 lease operating expense guidance is now $80.0 million to $90.0 million, down from $80.0 million to $95.0 million; about 6.9 million dollars of shares repurchased at a weighted-average price of $4.35
Greystone Housing Impact Investors LP reported third-quarter 2026 net income of $3.2 million, or $0.09 per BUC, compared with $851,000 in the same quarter of 2025, and total revenues of $21.95 million, up from $21.11 million. Cash Available for Distribution was $3.8 million, or $0.17 per BUC, versus $0.18 a year earlier, and the quarterly distribution was $0.14 per BUC, down from $0.30 in the prior-year quarter. The partnership is reducing its market-rate multifamily joint venture equity investments and redeploying capital into tax-exempt mortgage revenue bonds, and it said the pace of sales will affect near-term results.
Q3 2026 net income of $3.2 million, or $0.09 per BUC, versus $851,000, or $(0.01) per BUC, in Q3 2025
Total revenues of $21.95 million for Q3 2026, versus $21.11 million a year earlier
Quarterly distribution of $0.14 per BUC, paid October 30, 2026, versus $0.30 declared in Q3 2025
Five MRBs tied to a single borrower were behind on debt service as of September 30, 2026; payments were received on four of the five as of the filing date
Crescent Capital BDC reported third quarter 2026 results, with net investment income of $0.37 per share, up from $0.36 in the prior quarter but down from $0.46 a year earlier. Net asset value per share fell to $17.72 from $19.28 a year earlier, and the company declared a $0.34 per share regular dividend for the fourth quarter. The board also authorized a repurchase program of up to $50 million of common stock, and Sun Life plans to buy up to an additional $25 million of shares in the open market.
Net increase in net assets from operations was $0.27 per share, compared with $0.19 a year earlier and a loss of $0.09 in the prior quarter.
Total investment income was $36.9 million, up from $36.3 million in the prior quarter but down from $41.4 million a year earlier.
Net asset value per share was $17.72 at September 30, 2026, versus $17.82 at June 30, 2026 and $19.28 at September 30, 2025.
The board authorized a share repurchase program of up to $50 million on November 5, 2026.
Ethan Allen reported fiscal 2027 first-quarter results for the period ended September 30, 2026, with consolidated net sales down 11.8% year over year and GAAP diluted EPS falling to $0.07 from $0.41. Adjusted diluted EPS was $0.10 versus $0.43 a year earlier, and the company cited lower sales and tariffs for the margin pressure. The filing contains no updated financial guidance.
Consolidated net sales were $129.6 million, compared with $147.0 million in the prior year period.
GAAP net income was $1.7 million, compared with $10.5 million; GAAP operating margin was 1.3%, compared with 6.8%.
Cash and cash equivalents were $92.2 million at September 30, 2026, after $92.2 million in dividends paid during the quarter, with no outstanding debt.
The Trade Desk reported third-quarter 2026 revenue of $736 million, down 0.5% from a year earlier, and GAAP net income of $38 million, down from $116 million. The board also approved an additional $731 million for share repurchases, bringing total available authorization to $1 billion.
Q3 2026 revenue was $736 million versus $739 million in Q3 2025; GAAP diluted EPS was $0.08 versus $0.23.
Adjusted EBITDA was $266 million versus $317 million a year earlier; the filing cites $44 million in restructuring charges under its 2026 Restructuring Plan.
Fourth-quarter 2026 outlook calls for revenue of at least $755 million and Adjusted EBITDA of at least $280 million.
The board authorized an additional $731 million under the share repurchase program, bringing the total available to $1 billion.
AAON reported third-quarter 2026 net sales of $707.4 million, up 84.1%, and diluted EPS of $0.83, up 124.3%, and raised its full-year 2026 sales growth outlook to 72%-75% from 55%-60%. The company also said it is restating its first- and second-quarter 2026 financial statements over calculation errors and has identified a material weakness in internal controls, which shareholders should weigh alongside the stronger results.
Q3 2026 net sales rose 84.1% to $707.4 million; operating income rose 129.3% to $100.0 million.
Q3 gross margin was 26.7%, down from 27.8% a year earlier but up 60 basis points from the second quarter.
Restatement: Q1 2026 net income is $36.5 million, down $3.4 million; six-month net income is $103.6 million, up $7.1 million.
The material weakness will be reported in the Q3 2026 Form 10-Q; Forms 10-Q/A for Q1 and Q2 were filed with this 8-K.
Ameresco reported third quarter 2026 revenue of $580.3 million, up 10% from the prior year, and adjusted EBITDA of $91.7 million, up 24%. Net income attributable to common shareholders fell to $31.9 million, or $0.59 per diluted share, from $74.0 million, or $1.39, a year earlier. The company also updated its 2026 guidance to reflect a change in accounting for joint ventures and investment tax credits, which it says does not change its operational outlook.
Q3 2026 revenue was $580.3 million, up 10%; Q3 non-GAAP EPS was $0.88 versus $1.45 a year earlier
Net income attributable to common shareholders was $31.9 million, or $0.59 per diluted share, versus $74.0 million, or $1.39, in Q3 2025, which included a large tax benefit
Updated FY 2026 guidance: revenue $2.13 billion to $2.15 billion and non-GAAP EPS $1.85 to $1.95; Q4 2026 revenue $625 million to $650 million
Total project backlog reached a record $7.2 billion at September 30, 2026, with $875 million in new awards during the quarter
Baldwin Group reported third-quarter 2026 revenue up 31% year over year to $480.3 million, but its GAAP net loss widened to $81.6 million from $30.2 million a year earlier. Adjusted diluted EPS rose to $0.42 from $0.31, a non-GAAP measure. The company also has a pending all-cash take-private deal at $32.50 per share, expected to close in the first quarter of 2027, after which its stock will stop trading on Nasdaq.
Total revenue rose 31% to $480.3 million; organic revenue growth was 6%.
GAAP diluted loss per share was $0.63, compared with $0.27 a year earlier; net loss attributable to Baldwin was $58.1 million.
Adjusted diluted EPS was $0.42, up 35% from $0.31; adjusted EBITDA grew 47% to $106.9 million.
Pending merger at $32.50 per share in cash is expected to close in Q1 2027, subject to stockholder and regulatory approvals.
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
PubMatic reported third-quarter 2026 revenue of $79.6 million, up 17% from a year earlier, and GAAP net income of $5.5 million, or $0.11 per diluted share, compared with a net loss of $6.5 million in the prior-year quarter. Its Board also authorized an additional $150 million for share repurchases and extended the program through December 31, 2028, bringing the total available to approximately $198 million.
Q3 2026 revenue was $79.6 million, up 17% year over year; adjusted EBITDA was $26.0 million, versus $11.2 million in Q3 2025.
GAAP net income was $5.5 million ($0.11 per diluted share), compared with a net loss of $6.5 million ($0.14 per share) in Q3 2025.
Q4 2026 revenue guidance is $91 million to $93 million, and full-year 2026 revenue guidance is $312 million to $314 million.
On November 9, 2026, the Board authorized $150 million of additional repurchases, with the program running through December 31, 2028.
Paradium.AI reported third-quarter 2026 revenue of $20.5 million, down 31.2% from $29.8 million a year earlier, and a net loss of $3.8 million versus net income of $6.9 million in Q3 2025. The company attributed the decline mainly to lower referral traffic, including from Google Discover, which reduced advertising revenue and compressed gross margin to 31.7% from 50.0%.
Revenue was $20.5 million in Q3 2026 versus $29.8 million in Q3 2025, a decline of 31.2%.
Net loss was $3.8 million, or $0.08 per diluted share, compared with net income of $6.9 million in Q3 2025.
Results include a $1.3 million reversal of an employee retention tax credit that was disallowed; the company plans to appeal.
Cash balance was $10.1 million at September 30, 2026.
Zymeworks reported third quarter 2026 net income of $173.7 million, compared with a net loss of $19.6 million a year earlier, driven mainly by a $250 million milestone from Jazz Pharmaceuticals after the U.S. approval of Ziihera for first-line HER2-positive gastroesophageal adenocarcinoma. The company raised its 2026 total revenue guidance to $337 million to $351 million from $278 million to $292 million. Higher selling, general and administrative costs tied to the Theravance Biopharma acquisition partly offset the gain.
Q3 2026 total revenue was $256.5 million, compared with $27.6 million in Q3 2025.
Q3 2026 diluted earnings per share were $2.28, compared with a loss of $0.26 per share in Q3 2025.
2026 adjusted EBITDA guidance was raised to $176 million to $190 million from $114 million to $128 million.
SG&A expenses rose to $42.7 million from $14.1 million, mainly due to Theravance Biopharma acquisition costs, which closed September 23, 2026.
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
National Health Investors reported third-quarter 2026 results that were driven by a $541.6 million gain on the July 2026 sale of its NHC leased portfolio. Diluted net income per share was $11.47, compared with $0.69 a year earlier, while normalized FFO per diluted share fell 15.2% to $1.12. Shareholders face a mixed picture: the reported profit reflects a one-time gain, while the recurring funds-from-operations measure declined.
Net income attributable to common stockholders was $11.47 per diluted share for the quarter, versus $0.69 a year earlier, including the $541.6 million NHC portfolio gain.
NAREIT FFO per diluted share rose 2.8% to $1.12, while normalized FFO per diluted share fell 15.2% from $1.32.
Normalized FAD decreased $5.1 million to $57.1 million for the quarter.
Total revenues rose to $113.5 million from $89.8 million, and the company declared a $0.94 per share dividend payable January 29, 2027.
Csquare reported third quarter 2026 revenue of $302.3 million, up 25.6% from a year earlier, and raised its full-year 2026 Adjusted EBITDA outlook to $490 to $500 million. The net loss widened to $88.1 million, driven by higher interest expense and $58.6 million of IPO-related transaction and compensation costs, which weighs on shareholder results even as operating measures improved.
Q3 revenue $302.3 million, up 25.6% from $240.8 million; Adjusted EBITDA up 44.3% to $132.1 million
Net loss $88.1 million (EPS $(0.58)) versus $29.8 million a year earlier, including $58.6 million of IPO-related costs
Long-term debt reduced to $3.84 billion at September 30, 2026 from $4.76 billion at December 31, 2025 after the July IPO
DocGo reported third-quarter 2026 revenue of $73.4 million, up from $70.8 million a year earlier, and a net loss of $18.1 million, narrower than the $29.7 million loss in the prior-year quarter. The company cut its full-year 2026 revenue guidance to approximately $300 million from $305-$310 million, and its board began a CEO search as CEO Lee Bienstock's employment contract expires on December 31, 2026.
Q3 2026 revenue was $73.4 million, compared with $70.8 million in Q3 2025.
Q3 2026 net loss was $18.1 million, compared with $29.7 million in Q3 2025; adjusted EBITDA was a loss of $3.2 million, compared with a loss of $7.2 million.
Full-year 2026 revenue guidance was lowered to approximately $300 million from $305-$310 million; full-year adjusted EBITDA guidance of a $17-$22 million loss was unchanged.
Lee Bienstock's contract expires December 31, 2026; he will remain as CEO through at least March 31, 2027 while the board searches for a successor.
NGS reported third-quarter 2026 revenue of $61.3 million, up 41.1% from a year earlier, driven mainly by the Flatrock Acquisition. Net income fell to $5.6 million, or $0.43 per diluted share, from $5.8 million, or $0.46, a year earlier. The company also raised the low end of its full-year 2026 Adjusted EBITDA guidance to $105 million to $108 million and increased its quarterly dividend to $0.16 per share.
Third-quarter revenue $61.3 million, up from $43.4 million; Adjusted EBITDA $29.6 million, up 42.2%
Net income $5.6 million, or $0.43 per diluted share, versus $5.8 million, or $0.46, in Q3 2025; company cited $0.8 million of Flatrock transaction and integration costs
2026 Adjusted EBITDA guidance raised to $105 million to $108 million from $103 million to $108 million
Quarterly dividend raised to $0.16 per share from $0.15, payable December 2, 2026, to holders of record November 19, 2026
LifeVantage reported fiscal first-quarter results for the three months ended September 30, 2026, with revenue down 22.0% from a year earlier and a net loss of $0.02 per diluted share, compared with net income of $0.17 per share. The decline was driven mainly by lower active accounts and lower sales of the MindBody GLP-1 System, and the company recorded a $1.0 million inventory obsolescence allowance for that product, which pressured margins.
Revenue was $37.1 million, down 22.0% from $47.6 million a year earlier.
Net loss was $0.2 million, or $0.02 per diluted share, versus net income of $2.2 million, or $0.17 per share, in the prior year period.
Adjusted EPS was $0.05, compared with $0.18 a year earlier; adjusted EBITDA was $1.9 million versus $3.9 million.
Cash and cash equivalents were $13.7 million at September 30, 2026, with no debt outstanding; no shares were repurchased, leaving $58.5 million under the $60 million program.
Kaltura reported third-quarter 2026 total revenue of $47.3 million, up 8% from a year earlier, and a net loss of $1.5 million, or $0.01 per diluted share, narrowed from $2.6 million in the prior-year quarter. The company raised its full-year 2026 guidance for subscription revenue, total revenue and adjusted EBITDA for the third time this year, which matters to shareholders because it signals stronger expected results, although Media & Telecom revenue declined 10%.
Total revenue was $47.3 million, up 8% from $43.9 million; subscription revenue was $45.9 million, up 9%.
Full-year 2026 total revenue guidance is now $185.0 million to $185.7 million, and adjusted EBITDA guidance is $19.5 million to $20.5 million.
Net loss was $1.5 million, or $0.01 per diluted share, compared with $2.6 million, or $0.02, in Q3 2025.
Media & Telecom revenue fell 10% year over year, while cash flow from operations was $7.6 million.
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
Thryv reported third quarter 2026 revenue of $118.9 million, down 13.5% from a year earlier, and a net loss of $116.0 million, or $2.61 per diluted share, which includes a $94.8 million non-cash goodwill impairment charge. Consolidated Adjusted EBITDA improved to $4.2 million from a loss of $4.6 million, and the company said it is now positioned to operate as a pure-play SaaS business after the pending $142.0 million sale of its print directories business.
Q3 2026 net loss was $116.0 million, or $2.61 per diluted share, versus a net loss of $24.9 million, or $0.57 per share, in Q3 2025
Q3 2026 revenue was $118.9 million versus $137.4 million a year earlier; SaaS revenue was $112.0 million, down 3.3%
Consolidated Adjusted EBITDA was $4.2 million versus a loss of $4.6 million in Q3 2025
Q4 2026 SaaS Adjusted EBITDA guidance is a loss of $4.5 million to $5.5 million; full-year 2026 SaaS Adjusted EBITDA guidance is $16.5 million to $17.5 million
ArriVent reported third-quarter 2026 results with a net loss of $40.3 million, up from $35.0 million a year earlier, as research and development and general and administrative expenses rose. The company also said its Phase 3 FURVENT trial of firmonertinib did not meet its primary endpoint of progression-free survival, and that Stuart Lutzker, its President of Research and Development and a director, will retire effective December 1, 2026. For shareholders, the trial miss is the central development, with the wider loss and leadership change adding to the negative picture.
FURVENT missed its primary endpoint of progression-free survival by blinded independent central review; median PFS was 11.0 months at 240 mg versus 9.5 months with chemotherapy (HR 0.75; p=0.0654).
Q3 2026 net loss was $40.3 million versus $35.0 million in Q3 2025; collaboration revenue was $5.0 million versus none a year earlier.
Net loss per share was $0.81 versus $0.83 a year earlier; cash and investments were $393.2 million at September 30, 2026, expected to fund operations to mid-2028.
Dr. Stuart Lutzker retires effective December 1, 2026, with a one-time payment of $428,438.21 under a planned retirement agreement; Chief Medical Officer Priti Patel, M.D., will lead R&D from that date.
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.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.