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.
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.
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
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.
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
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
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
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.
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.
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
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
MARA Holdings reported results for the quarter ended September 30, 2026. Revenue fell 35% to $164.2 million from $252.4 million a year earlier, while net income rose to $632.1 million, or $1.28 per diluted share, mainly because of an $885.3 million gain on digital assets. After quarter-end, the board authorized a share repurchase program of up to $500.0 million, which gives shareholders a new capital return option.
Revenue was $164.2 million, down from $252.4 million in Q3 2025; the company cited a 37% decline in the average price of bitcoin mined.
Net income was $632.1 million, or $1.28 per diluted share, compared with $123.1 million, or $0.27 per diluted share, in Q3 2025. The result includes an $885.3 million gain related to the fair value of digital assets.
After quarter-end, the board authorized a share repurchase program of up to $500.0 million of common stock.
After quarter-end, the company repaid $750.0 million of bitcoin-collateralized term loans and reported $1.4 billion of total debt reduction year to date.
Skydance Corporation reported third-quarter 2026 results for Paramount Skydance, which excludes Warner Bros. Discovery because that acquisition closed on October 6, 2026. Revenue rose 5% to $7.0 billion and net earnings were $73 million, but adjusted EBITDA was flat year over year at $1.0 billion, and the company now expects a Q4 Studios profit impact of up to $200 million from weaker Warner Bros. film results. Gross debt was $87 billion following the acquisition, which shareholders should weigh against the company's stated goal of reducing net leverage to 3.0x by the end of 2029.
Q3 total revenue was $7.0 billion, up 5% year over year; net earnings were $73 million, diluted EPS $0.06, and adjusted EBITDA $1.0 billion at a 14.2% margin.
Operating income was $368 million, including $187 million of restructuring and transaction-related costs.
Studios Q4 profit impact of up to $200 million versus prior expectations, due to underperformance of the Warner Bros. film slate; Paramount Skydance standalone remains on track for the high end of its $3.9 billion 2026 profitability outlook
Warner Bros. Discovery acquisition completed October 6, 2026, funded with $47 billion of new equity and $57 billion of new secured debt.
HighPeak Energy reported a third-quarter 2026 net loss of $55.7 million, wider than the $18.3 million loss a year earlier, while revenue rose to $256.8 million from $208.7 million. The company raised its 2026 production range and increased its capital expenditure range to $310 million to $320 million, and it said a pending refinancing would replace its $1.2 billion term loan. The filing notes the refinancing may not be completed on the contemplated terms or at all.
Q3 2026 net loss of $55.7 million, or $(0.44) per diluted share, vs. a net loss of $18.3 million, or $(0.15), in Q3 2025; loss on derivative instruments of $107.5 million
Adjusted net income of $38.5 million, or $0.32 per diluted share; EBITDAX of $163.8 million; free cash flow of $22.4 million
2026 outlook: production raised to 44,500 to 45,500 Boe/d; lease operating expenses lowered to $8.00 to $8.25 per Boe; total capital expenditures raised to $310 million to $320 million
Pending refinancing: $450 million preferred equity investment and $800 million credit facility, with the $1.2 billion term loan to be paid off; closing expected later in November 2026
Fervo Energy reported third-quarter 2026 results, with net income of $11.7 million driven largely by a $29.9 million tax benefit and an $11.8 million non-cash swap gain, while operating loss widened to $43.7 million from $13.7 million a year earlier. The company lowered its expected second-half 2026 capital spending to $700 million to $750 million from $850 million to $900 million, and said Cape Google 400 commercial operation dates are unchanged, which matters for shareholders weighing construction costs and timing.
Q3 2026 net income of $11.7 million, versus a net loss of $15.8 million in Q3 2025; the release cites $15.4 million of interest income and two non-recurring items
Q3 2026 operating loss of $43.7 million; general and administrative expense rose to $39.4 million from $27.4 million in Q2 2026
Second-half 2026 capital expenditure outlook cut to $700 million to $750 million from $850 million to $900 million, with no change to expected commercial operation dates
Signed a 15-year take-or-pay power purchase agreement with Google for 396 megawatts, with first power expected mid-2028
Safe Harbor reported third-quarter 2026 revenue of $1.95 million, up 6.5%, while swinging to a net loss of approximately $979,000 from net income a year earlier that included a $3.34 million debt extinguishment gain. The company also disclosed a nonbinding term sheet with Opifex Media Inc. under which Opifex security holders would own about 85% of the combined company, and the company's common share count rose sharply after Series B conversions, which shareholders should weigh against these results.
Q3 2026 revenue was $1.95 million, up from $1.83 million; net loss was approximately $979,000, or $0.95 per share, versus net income of approximately $180,000 in Q3 2025.
Nonbinding term sheet with Opifex Media Inc. signed October 23, 2026; Opifex holders would own approximately 85% of the combined company's fully diluted shares, with the Safe Harbor share adjustable from 12.5% to 17.5%.
Series B conversion price reset to $0.1210 on October 22, 2026; common shares outstanding rose from 1,028,702 on September 30 to 132,248,520 on November 6, 2026.
Nasdaq granted an additional period through April 19, 2027 to regain compliance with the $1 minimum bid price; cash was $4.4 million at September 30, 2026, and the filing includes a going concern disclosure.
OPAL Fuels reported third quarter 2026 revenue of $79.5 million, down 5% from a year earlier, while Adjusted EBITDA rose 32% to $26.7 million and net income was $1.7 million versus a $1.9 million loss. The company now expects 2026 RNG production to be modestly below its guidance range and expects full-year Adjusted EBITDA at the lower end of its guidance range, which it maintained, so shareholders face weaker production expectations even as profit measures improved.
Q3 2026 revenue was $79.5 million, down 5% from $83.4 million in Q3 2025; nine-month revenue was $236.3 million, down 5%.
Q3 2026 Adjusted EBITDA was $26.7 million, up from $20.2 million; net income was $1.7 million versus a $1.9 million loss; basic and diluted EPS was $(0.03), unchanged year over year.
Company now expects 2026 RNG production to be modestly below its guidance range; 2026 Adjusted EBITDA guidance was maintained, with results expected at the lower end of the range.
Three new RNG projects with about 2.0 million MMBtu of annual design capacity are expected to begin commercial operations over 2027.
Uniti Group reported third quarter 2026 revenue of $848.1 million, up from $722.6 million a year earlier, but posted a net loss of $244.5 million, compared with net income of $1,608.9 million in the prior-year quarter that included a $1,685.4 million gain on settlement of preexisting relationships. Adjusted EBITDA was $289.3 million, down from $327.8 million, and the company raised its full-year 2026 revenue outlook to $3.665 billion to $3.695 billion while projecting a net loss of $590 million to $620 million.
Third quarter revenue of $848.1 million, up from $722.6 million in the same quarter of 2025
Net loss of $244.5 million, versus net income of $1,608.9 million in the prior-year quarter, which included a $1,685.4 million settlement gain
Adjusted EBITDA of $289.3 million, down from $327.8 million a year earlier
2026 outlook: revenue of $3.665 billion to $3.695 billion, net loss of $590 million to $620 million, and Adjusted EBITDA of $1.46 billion to $1.49 billion
CECO Environmental reported third-quarter 2026 revenue of $404.4 million, up 105% from a year earlier, following its June 1, 2026 acquisition of Thermon. The company swung to a GAAP net loss of $2.0 million, though non-GAAP net income rose to $34.3 million. It raised its full-year 2026 orders and free cash flow conversion outlook, kept its revenue and Adjusted EBITDA outlook unchanged, and introduced a 2027 outlook.
Q3 2026 revenue was $404.4 million, up 105%; GAAP net loss was $2.0 million versus net income of $1.5 million a year earlier.
Non-GAAP diluted EPS was $0.60 versus $0.26; Adjusted EBITDA was $70.1 million, up 202%.
2026 orders outlook raised to exceed $2.5 billion from at least $2.0 billion; free cash flow conversion raised to about 100% of Adjusted EBITDA from at least 55%.
2026 revenue ($1.300 billion to $1.375 billion) and Adjusted EBITDA ($200 million to $225 million) outlooks were maintained; 2027 revenue outlook is $2.1 billion to $2.3 billion.
RadNet reported third-quarter 2026 revenue of $638.3 million, up 22.1%, and Adjusted EBITDA of $105.0 million, up 23.8%, both described as records. GAAP net income attributable to common stockholders fell to $4.2 million, or $0.05 per diluted share, from $5.4 million, or $0.07, a year earlier. The company raised its 2026 Imaging Center guidance for revenue, Adjusted EBITDA and free cash flow, and raised Digital Health Adjusted EBITDA guidance.
Q3 2026 revenue was $638.3 million, up from $522.9 million; Adjusted EBITDA was $105.0 million, up from $84.9 million.
GAAP net income attributable to RadNet common stockholders was $4.2 million ($0.05 per diluted share) versus $5.4 million ($0.07) in Q3 2025; adjusted diluted EPS was $0.30 versus $0.24.
Imaging Center guidance raised to $2,385-$2,435 million revenue, $350-$363 million Adjusted EBITDA and $120-$130 million free cash flow.
Digital Health Adjusted EBITDA fell 11.8% to $3.0 million in Q3; cash was $750.6 million at September 30, 2026, and the pending ONRAD acquisition was referenced.
ImmunityBio reported third-quarter 2026 net product revenue of $48.7 million, up 53% from a year earlier, and nine-month net product revenue of $143.6 million, up 92%. Net loss attributable to common stockholders rose to $184.6 million for the quarter from $67.3 million, mainly due to non-cash fair value changes in a related-party convertible note, warrant and derivative liabilities after a higher common stock price, along with higher interest expense and operating costs.
Q3 2026 net product revenue was $48.7 million, up 53% year-over-year; nine-month net product revenue was $143.6 million, up 92%.
Q3 2026 net loss attributable to common stockholders was $184.6 million, versus $67.3 million in Q3 2025; basic loss per share was $0.17 versus $0.07.
Nine-month net loss attributable to common stockholders was $1.0 billion, versus $289.5 million a year earlier.
Cash, cash equivalents and marketable securities totaled $334.3 million as of September 30, 2026.
Superior Group reported third quarter 2026 net sales of $146.0 million, up 5% from $138.5 million a year earlier, but net income fell to $2.6 million, or $0.17 per diluted share, from $2.7 million, or $0.18. The company narrowed its full-year 2026 net sales and adjusted EPS forecasts by raising the low end of each range, which signals somewhat firmer expectations for shareholders.
Q3 2026 net sales of $146.0 million, up 5% from $138.5 million in Q3 2025
Net income of $2.6 million, or $0.17 per diluted share, versus $0.18 a year earlier
Adjusted EBITDA of $6.7 million, down from $7.5 million; CEO cited incremental charges tied to the Healthcare Apparel strategic shift
2026 net sales outlook narrowed to $578.0 million to $585.0 million; adjusted EPS outlook narrowed to $0.60 to $0.66
Hain Celestial reported fiscal first quarter 2027 results for the quarter ended September 30, 2026, with net sales down 29% to $260 million and a net loss of $11 million, narrowed from $21 million a year earlier. The company said final regulatory approvals were received in early November 2026 for the sale of its International business to AURELIUS, but a condition requiring a credit agreement amendment by October 12, 2026 was not satisfied, and discussions on a path forward continue.
Net sales were $260 million, down 29% year over year; organic net sales fell 7%.
Net loss was $11 million, or $0.12 per diluted share, versus $21 million, or $0.23, a year earlier; adjusted EBITDA was $18 million versus $20 million.
Final required regulatory approvals for the International sale to AURELIUS were received in early November 2026.
The credit agreement amendment condition due October 12, 2026 was not satisfied; total debt was $586 million at quarter end.
Ferguson reported net sales of $9.0 billion for the quarter ended September 30, 2026, up 9.5%, with reported diluted EPS of $3.08, down 4.9%, and adjusted EPS of $3.43, up 7.9%. The company raised its 2026 net sales growth guidance to about 7% from mid-single digits, citing year-to-date performance and the FloWorks acquisition, while buybacks are paused and net debt to adjusted EBITDA rose to 1.7x from 1.0x.
Q3 net sales $9.0 billion, up 9.5%, including 7.0% organic growth
Reported diluted EPS $3.08, down 4.9%; adjusted diluted EPS $3.43, up 7.9%
2026 net sales growth guidance raised to about 7% from mid-single digits; adjusted operating margin guidance 9.6%-9.8%
Quarterly dividend of $0.89 payable January 8, 2027; share repurchases paused after FloWorks, with buybacks expected to resume as leverage falls
CNH reported third-quarter 2026 revenues of $4.35 billion, roughly flat year over year, and reported net income of $35 million, down from $67 million, after a $156 million non-cash deferred tax valuation allowance charge in Brazil. Adjusted net income rose to $205 million, helped by $109 million in pre-tax IEEPA tariff refunds, and the company raised its 2026 adjusted EPS and free cash flow guidance, which matters to shareholders because the results mix a weaker reported profit with improved adjusted and outlook figures.
Reported net income was $35 million, or $0.02 per diluted share, versus $67 million, or $0.06, in Q3 2025.
Adjusted net income was $205 million versus $109 million; adjusted diluted EPS was $0.16 versus $0.08.
Consolidated revenues were $4.35 billion, down 1% from $4.40 billion a year earlier.
2026 adjusted diluted EPS guidance was raised to $0.44 to $0.48 from $0.41 to $0.46, and Industrial Activities free cash flow guidance to $300 million to $450 million from $200 million to $400 million.
Somnigroup reported third-quarter 2026 net sales up 10.8% to $2.35 billion, including $372.6 million from Leggett & Platt after its August 26, 2026 acquisition. GAAP diluted EPS fell 10.8% to $0.74, while adjusted EPS rose 9.5% to $1.04, and the company revised its full-year 2026 adjusted EPS guidance to $2.85 to $2.95. The company also declared a quarterly dividend of $0.17 per share.
Q3 net sales rose 10.8% to $2,350.8 million; GAAP net income fell 7.8% to $163.5 million
Full-year 2026 adjusted EPS guidance revised to a range of $2.85 to $2.95, about 7% above 2025 adjusted EPS at the midpoint
Quarterly dividend of $0.17 per share, payable December 7, 2026, to holders of record on November 23, 2026
EVgo reported third quarter 2026 results, with total revenue down 1% year-over-year while charging network revenue rose 29%. The net loss widened to $49.2 million, and the company updated its full-year 2026 guidance. The board also received a non-binding, unsolicited proposal from LS Power to acquire the shares it does not own for $2.00 per share in cash, which could affect shareholders if pursued.
Total Q3 2026 revenue was $91.4 million, down 1% from $92.3 million, while charging network revenue rose 29% to $71.8 million.
Q3 2026 net loss was $49.2 million, compared with $28.4 million in Q3 2025; adjusted EBITDA loss narrowed to $3.5 million from $5.0 million.
Updated 2026 guidance: total revenue of $375 million to $400 million and adjusted EBITDA loss of $15 million to $30 million.
On November 2, LS Power Equity Advisors proposed to acquire EVgo's Class A shares not already owned by LS Power for $2.00 per share in cash; a special committee of independent directors is reviewing it.
TEN Holdings reported third-quarter 2026 revenue of $640,000, up 17.9% from a year earlier, but its net loss rose 87.9% to $3,734,000. The loss reflects a $1.8 million write-off of previously capitalized service contracts and about $0.5 million in legal expenses, which the company calls non-recurring. Shareholders also face a change in finance leadership, as Ian M. Lawson became interim chief financial officer effective September 30, 2026.
Revenue was $640,000 versus $543,000 a year earlier; gross margin fell to 59.2% from 74.6%.
Net loss was $3,734,000, or $(0.31) per share, compared with $1,987,000, or $(0.84) per share, in the third quarter of 2025.
The company cited a $1.8 million write-off of capitalized service contracts and about $0.5 million in legal expenses.
Ian M. Lawson was appointed interim chief financial officer, effective September 30, 2026.
Dauch reported third quarter 2026 results with sales of $2.91 billion, up from $1.51 billion a year earlier, mainly because of the Dowlais acquisition. The company swung to a net loss attributable to Dauch of $45.3 million, or $(0.19) per share, compared with net income of $9.2 million, or $0.07 per share, a year earlier. It raised its full-year sales outlook but lowered its full-year Adjusted EBITDA range, so the results and guidance point in different directions for shareholders.
Third quarter sales were $2.91 billion versus $1.51 billion in Q3 2025; the Dowlais acquisition was the primary driver of year-over-year changes.
Net loss attributable to Dauch was $45.3 million, or $(0.19) per share, versus net income of $9.2 million, or $0.07 per share, in Q3 2025.
Adjusted EBITDA was $358.5 million, or 12.3% of sales, versus $195.7 million, or 13.0% of sales, a year earlier.
Full-year 2026 Adjusted EBITDA outlook was lowered to $1.35–$1.375 billion from $1.36–$1.425 billion, while the sales outlook was raised to $10.8–$10.875 billion from $10.6–$10.8 billion.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
Sylvamo reported a third-quarter 2026 net loss of $199 million, or $4.98 per diluted share, driven by a $284 million loss from discontinued operations, primarily a noncash impairment tied to its Europe business. Sales from continuing operations of $645 million and adjusted operating earnings of $53 million were both lower than a year earlier but higher than the second quarter. The company also said it entered a put option agreement with Midas Atlantic Partners for a binding offer to acquire its Europe business, which it says would leave Sylvamo more focused on Latin America and North America.
Net sales from continuing operations were $645 million, versus $662 million in Q3 2025 and $614 million in Q2 2026.
Net loss was $199 million ($4.98 per diluted share), including a $284 million loss from discontinued operations.
Adjusted operating earnings were $53 million ($1.33 per diluted share), versus $72 million ($1.79) a year earlier.
Put option agreement with Midas Atlantic Partners for a binding offer to acquire the Europe business; dividend of $0.45 per share was paid Oct. 16.
Anika Therapeutics reported third-quarter 2026 revenue of $30.6 million, up 10% from a year earlier, and a narrower GAAP loss from continuing operations of $0.3 million. It raised the low end of its 2026 total revenue guidance and its 2026 adjusted EBITDA margin guidance, but cut its Commercial Channel growth guidance. In October, the FDA said the Hyalofast application is not approvable, which removes a near-term regulatory path for that product.
Revenue was $30.6 million versus $27.8 million; Commercial Channel rose 17% to $14.0 million and OEM Channel rose 5% to $16.6 million.
GAAP loss from continuing operations was $0.3 million, or $0.02 per diluted share, versus $3.2 million a year earlier; adjusted EBITDA was $5.1 million versus $0.9 million.
2026 total revenue growth guidance is now 6% to 10%, up from 5% to 10%; Commercial Channel guidance was cut to 9% to 13% from 12% to 18%.
In October, the FDA informed Anika that the Hyalofast pre-market approval application is not approvable, primarily based on the clinical data submitted.
Treace Medical reported third-quarter 2026 revenue of $48.3 million, down 4% from $50.2 million a year earlier, while its net loss narrowed to $12.6 million from $16.3 million. The company raised its full-year 2026 Adjusted EBITDA outlook to a loss of $1.0 million to $2.0 million, from a prior loss estimate of $3.0 million to $5.0 million, and narrowed its revenue range to $206 million to $210 million.
Q3 2026 revenue was $48.3 million, down 4% from $50.2 million in Q3 2025; the company said bunion kit sales volume excluding stocking distributors grew mid-single digits.
Q3 2026 net loss was $12.6 million, or $(0.19) per share, versus $16.3 million, or $(0.26) per share, a year earlier.
Q3 2026 Adjusted EBITDA was $0.3 million, compared with a loss of $2.6 million in Q3 2025.
Full-year 2026 revenue guidance is $206 million to $210 million, versus the prior $204 million to $212 million; cash usage reduction of about 50% was reiterated.
Charter Communications reported its third-quarter 2026 financial and operating results, highlighted by a pro forma net loss of $2.1 billion driven largely by a $6.3 billion franchise impairment charge. The company also announced a new operating model and a plan to achieve $2 billion in annualized operating expense savings over the next 18 months, alongside the recently completed Cox Communications acquisition.
Pro forma third quarter revenue declined 1.5% year-over-year to $16.5 billion, while actual revenue rose 9.1% to $14.9 billion following the Cox Transactions.
Pro forma net loss attributable to Charter shareholders reached $2.1 billion, primarily due to a $6.3 billion franchise impairment charge.
Charter announced a new plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months.
Spectrum Mobile added 508,000 pro forma lines in the third quarter, bringing total mobile lines to 13.5 million as of September 30, 2026.
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
Strawberry Fields REIT reported third-quarter 2026 results that were pulled down by a $24.6 million foreign currency transaction loss tied to the retirement of Bond Series A, C and D. Net loss was $14.8 million and FFO was negative $3.6 million, compared with net income of $8.9 million and FFO of $20.7 million a year earlier. AFFO, which excludes that loss, rose to $18.8 million, or $0.34 per share, from $18.1 million, or $0.33 per share.
Q3 2026 net loss of $14.8 million vs. net income of $8.9 million in Q3 2025
Q3 2026 FFO of negative $3.6 million ($0.65 per share loss) vs. $20.7 million ($0.37 per share) a year earlier
Q3 2026 AFFO of $18.8 million ($0.34 per share), up from $18.1 million ($0.33 per share)
Subsequent to quarter end on November 1, 2026, the company agreed to buy a 99-bed skilled nursing facility in Angola, Indiana for $15 million
Athene Holding furnished its third-quarter 2026 financial supplement, showing a GAAP net loss available to common stockholder of $1,158 million, compared with net income of $1,223 million a year earlier. Spread related earnings, the company's management measure, fell 3% to $844 million, but rose 7% to $909 million excluding notable items, and the filing says the GAAP loss was tied to large investment and market risk benefit swings. Shareholders face a larger GAAP loss and lower stockholders' equity, while the underlying spread measure was mixed.
GAAP net loss available to Athene common stockholder of $1,158 million in 3Q'26, versus net income of $1,223 million in 3Q'25
Spread related earnings of $844 million, down 3% year over year; excluding notable items, $909 million, up 7%
Total revenues of $3,065 million versus $7,998 million a year earlier, with investment related losses of $3,418 million
Total Athene Holding stockholders' equity was $13,413 million at September 30, 2026, down from $20,492 million at December 31, 2025
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