2,320 material Form 8-K filings that 1,978 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).
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
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
Babcock & Wilcox reported third quarter 2026 revenue of $290.8 million, up from $139.2 million a year earlier, and net income of $93.9 million, up from $35.1 million. Net income was lifted by an $85.1 million change in the fair value of customer warrants, and adjusted net income was $4.8 million. The company reiterated its 2026 Adjusted EBITDA target of $80.0 million to $105.0 million and issued a 2027 Adjusted EBITDA target of $125 million to $140 million.
Q3 2026 revenue of $290.8 million vs. $139.2 million in Q3 2025; Adjusted EBITDA of $17.7 million vs. $9.4 million
Net income of $93.9 million includes an $85.1 million change in fair value of customer warrants; adjusted net income was $4.8 million
Basic EPS of $0.61 vs. $0.30 in Q3 2025; Q3 bookings of $228 million and backlog of $2.5 billion
2026 Adjusted EBITDA target of $80.0 million to $105.0 million reiterated; 2027 target of $125 million to $140 million issued
P3 Health Partners reported third quarter 2026 revenue of $396 million, up 15% from a year earlier, and net income of $30.8 million versus a net loss of $69.5 million in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $90 million, moving the midpoint to $100 million, though the quarter also benefited from payer settlements and prior-year development.
Q3 2026 total revenue was $396 million, up 15% from $345 million a year earlier.
Q3 2026 Adjusted EBITDA was $20.9 million, compared with a loss of $45.9 million in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance is now $90 million to $110 million, up from a lower low end.
Q3 medical margin of $43.9 million included favorable payer settlements; excluding these items it was $35.0 million.
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
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
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.
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
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
Paysign reported third-quarter 2026 revenue of $30.80 million, up 42.6%, and GAAP net income of $6.74 million, or $0.11 per diluted share, versus $0.04 a year earlier. The company raised its full-year 2026 net income, diluted EPS and Adjusted EBITDA guidance and confirmed its revenue outlook, but a plasma customer's decision to move processing for 113 centers will reduce fourth-quarter results.
Q3 2026 revenue was $30.80 million, up 42.6%; pharma revenue rose 109.8% to $16.62 million, and plasma revenue rose 7.5% to $13.83 million.
GAAP net income was $6.74 million, or $0.11 per diluted share, versus $2.22 million, or $0.04 per diluted share, in Q3 2025.
Full-year 2026 guidance: net income $23.0 million to $24.0 million, diluted EPS $0.37 to $0.38, Adjusted EBITDA $38.5 million to $40.0 million; revenue outlook of $114.0 million to $117.0 million was confirmed.
A plasma customer will move payment processing for 113 centers to another provider by year-end; the estimated Q4 impact is $1.5 million in revenue and $700 thousand in gross profit.
Zeta Global reported third-quarter 2026 revenue of $493 million, up 46% from a year earlier, and GAAP net income of $38 million after a year-earlier net loss of $3.6 million. The company also raised its full-year 2026 revenue and GAAP EPS guidance, which gives shareholders a higher outlook than before the report.
Q3 2026 revenue was $493 million, up 46% year over year and $22 million above the guidance midpoint
Q3 2026 GAAP net income was $38 million and diluted GAAP EPS was $0.14, versus a net loss of $3.6 million in Q3 2025
Full-year 2026 revenue guidance raised to $1,853 million to $1,857 million, up $37 million at the midpoint from $1,818 million
Full-year 2026 GAAP EPS guidance raised to $0.22 to $0.24, up $0.13 at the midpoint from $0.09 to $0.11
Telos Corporation reported third quarter 2026 revenue of $55.2 million, up from $51.4 million a year earlier, and GAAP net income of $4.4 million, or $0.06 per diluted share, compared with a net loss of $2.1 million a year earlier. The company also raised its full-year 2026 revenue and adjusted EBITDA outlook, which points to stronger results for shareholders.
Q3 2026 revenue was $55.2 million, versus $51.4 million in Q3 2025.
GAAP net income was $4.4 million ($0.06 per diluted share), compared with a net loss of $2.1 million ($0.03 per share) a year earlier.
Full-year 2026 revenue outlook was raised to $198.2 million-$200.7 million from $187 million-$195 million.
Full-year 2026 adjusted EBITDA outlook was raised to $32.3 million-$34.1 million from $23.6 million-$28.6 million.
RB Global reported third-quarter 2026 results with revenue up 17% year over year to $1.3 billion and net income up 47% to $140.2 million, helped by a one-time $18.2 million excise tax refund. The company raised its full-year 2026 GTV growth outlook to 14% to 15% from 9% to 11% and narrowed its adjusted EBITDA range to $1,525 million to $1,545 million from $1,495 million to $1,545 million, while also declaring a $0.33 quarterly dividend.
Diluted EPS was $0.70, up 63%; diluted adjusted EPS was $1.03, up 11%
Full-year 2026 GTV growth outlook raised to 14% to 15% from 9% to 11%; adjusted EBITDA low end raised to $1,525 million
Repurchased about 3.9 million shares for $350.0 million in the quarter; $500.0 million remained under the NCIB as of September 30, 2026
Quarterly dividend of $0.33 per share payable December 17, 2026, to holders of record November 25, 2026
Air Industries Group reported results for the three and nine months ended September 30, 2026, in a press release furnished under Item 2.02. Third-quarter net sales rose 41.1% and the company swung to net income from a loss a year earlier, though results include merger-related costs tied to its pending merger with Tenax Aerospace Acquisition, LLC.
Q3 2026 net sales were $14.6 million, up from $10.3 million in Q3 2025; net income was $946,000 versus a net loss of $44,000.
Nine-month net sales were $38.2 million, up 8.7%, and the net loss narrowed to $902,000 from $1.5 million.
Q3 operating costs included $539,000 of stock compensation and merger-related expenses, with $503,000 of merger-related expense.
The company cited October 2026 net sales of about $5.6 million and firm customer orders in backlog of $95.4 million.
Select Water Solutions reported third-quarter 2026 revenue of $412 million, up 28% from a year earlier, and net income of $22.9 million, compared with $2.3 million in the third quarter of 2025. The company guided fourth-quarter Adjusted EBITDA to $95 million to $100 million and raised its 2026 net capital expenditure outlook to about $300 million to $310 million, while reporting that it closed the Pilot Water acquisition after quarter end.
Revenue was $412 million, up $90 million or 28% year over year; Adjusted EBITDA was $93.5 million, up from $59.5 million a year earlier.
Fourth-quarter 2026 Adjusted EBITDA is expected to be $95 million to $100 million; 2026 net capital expenditures are now expected to be about $300 million to $310 million.
After quarter end, the company issued $900 million of 7.625% senior notes due November 1, 2034, and entered a new $500 million revolving credit facility that was undrawn as of November 9, 2026.
Constellation Energy reported third quarter 2026 results, with GAAP net income of $1.84 billion, or $5.19 per share, up from $930 million, or $2.97 per share, a year earlier. The company raised the midpoint of its full-year adjusted operating earnings guidance and narrowed the range to $12.50 to $12.80 per share, which signals stronger expected profit for shareholders.
Q3 2026 adjusted operating earnings were $5.06 per share, compared with $3.04 per share in Q3 2025
Q3 2026 operating revenues were $9.55 billion, compared with $6.57 billion in Q3 2025
Full-year 2026 adjusted operating earnings guidance narrowed to $12.50 to $12.80 per share, with the midpoint raised
Agreed to acquire the Rhode Island State Energy Center from Shell Energy North America for $715 million
NRG reported third-quarter 2026 GAAP net income of $561 million, up from $152 million a year earlier, and Adjusted EBITDA of $2,013 million, up from $1,205 million. The company reaffirmed its 2026 guidance, initiated 2027 guidance, and agreed to sell six gas-fired generation assets totaling 4.9 GW to LS Power for $4 billion in cash, with closing expected in the second quarter of 2027.
Q3 2026 GAAP EPS (basic) was $2.59 versus $0.70 a year earlier; Adjusted EPS was $4.68 versus $2.78.
2026 guidance reaffirmed, including Adjusted EPS of $7.90 to $9.90 and Adjusted EBITDA of $5,325 million to $5,825 million.
2027 guidance initiated, with Adjusted EPS of $8.05 to $10.05; the 2027 plan includes $1 billion of share repurchases and an 8% dividend increase to $2.05 per share.
The 4.9 GW sale to LS Power is for $4 billion in cash, subject to closing adjustments and approvals including HSR, FERC and the NYSPSC.
Kodiak Gas Services reported third quarter 2026 net income attributable to common shareholders of $71.5 million, or $0.70 per diluted share, compared with a net loss of $14.0 million a year earlier. The company also raised its full-year 2026 adjusted EBITDA and discretionary cash flow guidance, reflecting higher revenue and the DPS acquisition, which closed April 1, 2026.
Total revenues were $401.8 million, up from $322.7 million in the third quarter of 2025.
Net income attributable to common shareholders was $71.5 million, or $0.70 per diluted share, versus a loss of $14.0 million, or $0.17 per share, a year earlier.
Full-year 2026 adjusted EBITDA guidance was raised to $840 million to $860 million; discretionary cash flow guidance rose to $580 million to $600 million.
The quarterly dividend was $0.51 per share, and the share repurchase program was extended to December 31, 2027, with about $31.7 million available.
OneMedNet said it expects preliminary third-quarter 2026 revenue of about $1 million, up 242% from the prior quarter and 465% from the year-earlier quarter. It also guided to fourth-quarter 2026 revenue of $12 million to $14 million, pending customer acceptance of delivered data by quarter-end. The third-quarter figures remain preliminary and may change before the Form 10-Q, expected by November 16, 2026.
Preliminary Q3 2026 revenue of about $1 million for the quarter ended September 30, 2026, up 242% from the prior quarter and 465% from Q3 2025.
Q4 2026 revenue guidance of about $12 million to $14 million, pending customer acceptance of delivered data by quarter-end.
Q3 results are preliminary and subject to adjustment; the Form 10-Q is expected by November 16, 2026.
Strive reported GAAP net income of $509.0 million for the quarter ended September 30, 2026, compared with losses in the comparable 2025 periods. The filing attributes the result to a $533.7 million net unrealized gain on digital assets, while total revenues were $2.7 million. Shareholders should note the gain is a fair value adjustment on bitcoin, not operating income.
GAAP net income was $509.0 million, or $5.24 per diluted share, for the three months ended September 30, 2026; non-GAAP adjusted net income attributable to common stockholders was $494.6 million, or $5.46 per diluted share.
Net unrealized gain on digital assets was $533.7 million; total operating expenses were $38.7 million.
Strive acquired 8,136 bitcoin in the third quarter and 15,124 bitcoin from October 1 through October 30, 2026.
On October 20, 2026, Strive completed an offering of 7,000,000 SATS shares for net proceeds of approximately $609.0 million; cash and cash equivalents were $490.4 million as of October 30, 2026.
PPL reported third-quarter 2026 GAAP earnings of $367 million, or $0.49 per share, compared with $318 million, or $0.43 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 ongoing earnings forecast to a range of $1.92 to $1.96 per share and increased its long-term annual EPS growth target to 7% to 9% through at least 2030, supported by a $25 billion capital investment plan.
Announced third-quarter 2026 reported GAAP earnings of $0.49 per share on net income of $367 million.
Achieved third-quarter ongoing EPS of $0.54 compared to $0.48 in 2025.
Increased long-term annual EPS growth target to 7% to 9% through at least 2030.
Announced a $25 billion capital plan for 2027 to 2030, driving average annual rate base growth of 10%.
Sunstone Hotel Investors reported third-quarter 2026 net income attributable to common stockholders of $38.7 million, or $0.21 per diluted share, compared with a net loss of $2.9 million, or $(0.02) per share, a year earlier. The company raised its full-year 2026 guidance, including adjusted FFO per diluted share of $1.00 to $1.03, up from $0.93 to $0.98, and the quarter included a $31.5 million gain on sale of assets. For shareholders, the results and higher outlook reflect stronger hotel demand and continued stock repurchases, which the company says were completed at a discount.
Third-quarter RevPAR rose 11.4% to $235.22; Total RevPAR rose 10.5% to $394.97.
Adjusted FFO per diluted share rose 17.6% to $0.20; Adjusted EBITDAre rose 8.8% to $54.5 million.
2026 guidance raised: net income attributable to common per diluted share now $0.46 to $0.49 (prior $0.37 to $0.42); RevPAR growth now 9.5% to 10.5% (prior 7.0% to 9.0%).
From the start of 2026 through November 5, 2026, the company repurchased $196.9 million of common and preferred stock, with $310.6 million remaining under its authorization.
Enbridge reported third-quarter 2026 GAAP earnings attributable to common shareholders of $1.3 billion, or $0.59 per share, up from $0.7 billion, or $0.30 per share, a year earlier, and adjusted earnings of $1.1 billion, or $0.49 per share, up from $0.46. The company reaffirmed its 2026 guidance and said CEO Greg Ebel will retire in January, with Michele Harradence to lead the company. All figures are in Canadian dollars.
Q3 GAAP earnings attributable to common shareholders of $1.3 billion ($0.59 per share) vs. $0.7 billion ($0.30) in Q3 2025; the increase was primarily due to non-cash, unrealized changes in the value of derivative financial instruments.
Q3 adjusted earnings of $1.1 billion ($0.49 per share) vs. $1.0 billion ($0.46) in Q3 2025; adjusted EBITDA of $4.4 billion vs. $4.3 billion.
2026 guidance reaffirmed: adjusted EBITDA of $20.2 billion to $20.8 billion and DCF per share of $5.70 to $6.10.
Greg Ebel is retiring in January; Michele Harradence will lead Enbridge.
Vistra Corp. reported third quarter 2026 net income of $1,140 million and ongoing operations adjusted EBITDA of $2,378 million, representing more than 50% growth year over year. The company raised and narrowed its full-year 2026 guidance, initiated 2027 guidance ranges, and authorized an additional $1.5 billion for share repurchases. Shareholders also saw the completed acquisition of Cogentrix Energy and the commencement of new solar operations.
GAAP third quarter 2026 Net Income reached $1,140 million, up from $652 million in the third quarter of 2025.
Ongoing Operations Adjusted EBITDA grew over 50% year over year to $2,378 million for the quarter.
Board of Directors authorized an additional $1.5 billion of share repurchases, expected to be used by year-end 2028.
2026 Ongoing Operations Adjusted EBITDA guidance range was narrowed and raised to $7.1 billion to $7.5 billion.
Moderna reported third-quarter 2026 revenue of $1.3 billion and net income of $0.2 billion, returning to a profit compared to a net loss in the same period last year. Driven by this performance and pipeline progress, the company raised its full-year 2026 revenue growth outlook to 15% to 25% and increased its expected year-end cash and investments balance to between $8.1 billion and $8.3 billion. Shareholders also received updates on positive Phase 3 data for intismeran in melanoma and the U.S. FDA approval of the mFLUSIVA vaccine.
Third-quarter 2026 total revenue grew 29% year-over-year to $1.3 billion, with GAAP net income of $162 million or $0.38 per diluted share.
Full-year 2026 expected revenue growth was raised to 15% to 25%, up from the previous expectation of up to 10% growth.
Year-end 2026 cash and investments are now projected to be $8.1 billion to $8.3 billion, bolstered by operational execution and a $2.6 billion net proceeds convertible notes offering.
Research and development expenses for 2026 are now expected to be approximately $2.7 billion, reduced from the prior estimate of approximately $2.9 billion.
Elanco Animal Health Inc reported third quarter 2026 revenue of $1.265 billion, representing an 11% increase year-over-year, and net income of $18 million. Driven by strong demand and gross margin expansion, the company raised its full-year 2026 guidance for revenue, adjusted EBITDA, and adjusted earnings per share.
Third quarter revenue reached $1.265 billion, up 11% reported and 9% organic constant currency.
Reported net income was $18 million, while adjusted EPS was $0.27.
Full year 2026 revenue guidance was raised to $5.155 billion to $5.18 billion.
Net leverage ratio improved to 2.9x Adjusted EBITDA at the end of the third quarter.
Avalanche Treasury Corp (AVAT) reported preliminary, unaudited third-quarter 2026 net income of approximately $54.6 million, or $1.53 per diluted share, with about $60 million from market-driven changes in the value of its AVAX holdings and realized losses. It also repurchased about 8% of its Class A shares at an average price of $1.14 and repaid its FalconX loan in full, and the full third-quarter results are due in November 2026.
Preliminary Q3 2026 net income of approximately $54.6 million, or $1.53 per diluted share; approximately $60 million of gains from market-driven changes in AVAX value and realized losses
Repurchased 2,889,440 Class A shares at an average of $1.14 per share, about $3.3 million in total, roughly 8% of Class A shares outstanding as of August 24, 2026
Held 13.31 million AVAX tokens as of September 30, 2026, with about 60% unlocked; about 91% was staked in September 2026
Conference call on November 19, 2026 at 4:00 p.m. ET to discuss third-quarter results
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
PodcastOne said it expects record first-half revenue of $31.5 million and Adjusted EBITDA of $3.0 million, up 76% year over year, for the six months ended September 30, 2026. Second-quarter revenue is expected to be $15.2 million with Adjusted EBITDA of $1.4 million. These figures are preliminary, unaudited and subject to change, and the company's board has formed a special committee to evaluate inbound strategic interest, which may or may not lead to a transaction.
Expected first-half revenue of $31.5 million and Adjusted EBITDA of $3.0 million, up 76% year over year
Expected second-quarter revenue of $15.2 million and Adjusted EBITDA of $1.4 million
Special committee of independent directors formed after inbound interest from multiple strategic parties, first announced October 28; company intends to retain a financial advisor
Figures are preliminary and unaudited, not reviewed by MGO; no GAAP net income reconciliation was provided
Helios Technologies reported third-quarter 2026 net sales of $230 million, up 4% from the prior-year period, and GAAP diluted EPS of $0.53, up 71% from $0.31. The company raised its full-year 2026 sales outlook to $895 million to $902 million from $880 million to $900 million, while narrowing its adjusted EBITDA margin and adjusted diluted EPS ranges.
Q3 2026 net sales were $229.7 million, up 4%; the company cited 13% growth on a pro forma basis
Q3 GAAP diluted EPS was $0.53 versus $0.31; adjusted diluted EPS was $0.80, up 11%
FY2026 sales outlook raised to $895 million to $902 million; adjusted diluted EPS range narrowed to $3.08 to $3.15
Q4 2026 outlook: sales of $205 million to $212 million and adjusted diluted EPS of $0.60 to $0.67
Pangaea Logistics Solutions reported third-quarter 2026 results, with GAAP net income attributable to the company of $38.3 million, or $0.59 per share, up from $12.2 million, or $0.19 per share, a year earlier. Total revenue was $219.1 million, and Adjusted EBITDA rose 81.3% to $52.4 million, which matters to shareholders because it shows a large year-over-year gain in earnings and cash generation. The board also declared a $0.10 quarterly dividend.
GAAP net income attributable to Pangaea of $38.3 million, or $0.59 per share, versus $12.2 million, or $0.19 per share, in Q3 2025
Total revenue of $219.1 million versus $168.7 million in Q3 2025; Adjusted EBITDA of $52.4 million, a 23.9% margin versus 17.1%
Average TCE rate of $20,414 per day versus $15,559 per day a year earlier; the company reported cash and equivalents of $144.9 million at September 30, 2026
Quarterly dividend of $0.10 per share, payable December 15, 2026, to holders of record on December 1, 2026
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Clarus reported third-quarter 2026 sales of $71.2 million, up 2.7% from $69.3 million a year earlier, and net income of $3.3 million ($0.09 per diluted share) versus a net loss of $1.6 million. The company raised its fiscal 2026 sales outlook to $251 million to $255 million and its adjusted EBITDA outlook to about $15 million to $17 million, while cash fell to $20.8 million and the strategic review of alternatives, including a possible sale of the business, continues with no set timetable.
Q3 2026 net income was $3.3 million, or $0.09 per diluted share, compared with a net loss of $1.6 million, or $(0.04), in Q3 2025.
Q3 2026 adjusted EBITDA was $6.8 million (9.6% margin), compared with $1.8 million (2.6% margin) a year earlier; the filing notes a benefit of about $0.6 million from IEEPA tariff refunds.
Full-year 2026 sales outlook is $251 million to $255 million, up from the prior $245 million to $255 million; free cash flow is now expected to be break even, versus a prior outlook of $6 million.
Cash and cash equivalents were $20.8 million at September 30, 2026, down from $36.7 million at December 31, 2025; the company reports no debt.
Abacus reported third-quarter 2026 revenue of $76.9 million, up 22% from $63.0 million a year earlier, and GAAP net income of $14.5 million, up from $7.1 million. The company raised its full-year 2026 adjusted net income guidance to $104.5 million to $106.5 million and approved a 10% increase in its annual dividend to $0.22 per share, which reflects higher earnings and more cash returned to shareholders.
Q3 2026 total revenue $76.9 million vs. $63.0 million; diluted adjusted EPS $0.29 vs. $0.24
Adjusted EBITDA rose to $42.3 million from $37.9 million, but its margin fell to 55.0% from 60.2%
FY2026 adjusted net income guidance raised to $104.5 million to $106.5 million; Q4 adjusted EPS guided to $0.28 to $0.30
Annual cash dividend of $0.22 per share, up from $0.20; record date December 1, 2026, payable December 16, 2026
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
TSS reported third-quarter 2026 revenue of $50.1 million, up 20% from a year earlier, with net income of $1.1 million compared with a net loss of $1.5 million in the prior-year quarter. The company raised its 2026 Adjusted EBITDA outlook to a range of $21 million to $23 million, but nine-month revenue of $140.5 million was down 24% from the prior-year period.
Q3 revenue $50.1 million, up 20%; Systems Integration revenue a record $16.1 million, up 75%
Q3 net income $1.1 million, diluted EPS $0.04, versus a net loss of $1.5 million and diluted EPS of ($0.06) a year earlier
2026 Adjusted EBITDA outlook raised to $21 million to $23 million
Nine-month revenue $140.5 million, down 24%, reflecting lower Procurement revenue
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Clean Energy Fuels reported third-quarter 2026 revenue of $112.2 million, up from $106.1 million a year earlier, and a net loss of $5.7 million, down from $23.8 million. Adjusted EBITDA rose to $27.2 million from $17.3 million, and the company raised its 2026 Adjusted EBITDA outlook to $75 million to $80 million from $70 million to $75 million. It still expects a 2026 GAAP net loss of $50 million to $55 million.
Q3 2026 revenue of $112.2 million, up from $106.1 million in Q3 2025; RNG gallons sold rose 9.0% to 66.8 million.
Net loss attributable to Clean Energy narrowed to $5.7 million, or $0.03 per share, from $23.8 million, or $0.11 per share.
2026 Adjusted EBITDA outlook raised to $75 million to $80 million; expected 2026 GAAP net loss remains $50 million to $55 million.
Sold $30.7 million of federal tax credits from seven RNG facilities; Sean Wine named Chief Revenue Officer and JJ Armstrong Chief Financial Officer.
Profound Medical reported third-quarter 2026 revenue of approximately $9.8 million, up 86% year-over-year, and a net loss of about $7.7 million, or $0.21 per share, narrower than the prior-year quarter. The company projects full-year 2026 revenue of at least $25.0 million and announced that Richard Fabian will succeed Arun Menawat as CEO effective January 14, 2027.
Q3 2026 revenue of approximately $9.8 million, up 86% year-over-year; gross margin of 78% versus 74% a year earlier
Net loss improved 3% to approximately $7.7 million ($0.21 per share) from $8.0 million ($0.26 per share)
Full-year 2026 revenue projected at least $25.0 million; gross margin expected at 70% or higher
Richard Fabian becomes CEO effective January 14, 2027; Arun Menawat becomes Executive Chairman
Eton Pharmaceuticals reported third quarter 2026 revenue of $57.9 million, up from $22.5 million a year earlier, and raised its 2026 revenue guidance to more than $175 million from more than $145 million. GAAP net income of $35.2 million, or $1.06 per diluted share, was boosted by a $12.9 million income tax benefit from releasing a valuation allowance, while non-GAAP diluted EPS was $0.50.
Q3 2026 revenue was $57.9 million versus $22.5 million in Q3 2025, driven mainly by the addition of HEMANGEOL sales.
Adjusted EBITDA was $28.5 million, or 49% of revenue, compared with $2.9 million, or 13%, a year earlier.
2026 revenue guidance was raised to more than $175 million from more than $145 million; Adjusted EBITDA margin guidance was raised to at least 40% from at least 35%.
Cash and cash equivalents were $55.6 million as of September 30, 2026.
A10 Networks reported third-quarter 2026 revenue of $91.5 million, up 22.6% from a year earlier, with GAAP net income of $17.2 million, or $0.23 per diluted share. The company raised its full-year 2026 revenue growth outlook to about 16%, from 12-14%, and its non-GAAP diluted EPS outlook to $1.08-$1.10, and the Board approved a $0.06 quarterly dividend.
Q3 2026 revenue of $91.5 million, up 22.6% year over year; non-GAAP diluted EPS of $0.31 versus $0.23 a year earlier
Full-year 2026 revenue growth outlook raised to about 16%, from prior guidance of 12-14%
Full-year 2026 non-GAAP diluted EPS expected at $1.08-$1.10, growth of 20-22% over 2025, versus prior guidance of 14-16% growth
Quarterly dividend of $0.06 per share payable December 1, 2026, to holders of record on November 16, 2026
SiriusPoint reported third-quarter 2026 net income available to common shareholders of $87 million, or $0.74 per diluted share, and operating earnings per share of $0.88, up 19%. The company also agreed to a loss portfolio transfer with RiverStone covering substantially all remaining run-off reserves, which it expects to unlock over $200 million of capital, subject to regulatory approval. Core combined ratio worsened to 90.1% from 89.1% a year earlier.
Q3 net income available to common shareholders of $87 million, or $0.74 per diluted share, versus $86.8 million a year earlier
Operating EPS of $0.88 versus $0.74 in Q3 2025; nine-month diluted EPS of $2.14 versus $1.71
Core gross written premium up 13.7% to $990.6 million; core combined ratio 90.1% versus 89.1%
RiverStone loss portfolio transfer is subject to regulatory approval and expected to unlock over $200 million of capital; webcast set for November 6, 2026 at 8:30 a.m. ET
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