1,773 material Form 8-K filings that 1,520 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). 705 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Delcath Systems reported third-quarter 2026 revenue of $35.1 million, up from $20.6 million a year earlier, and net income of $7.0 million, compared with $0.8 million. The company raised its full-year 2026 revenue guidance to $115 million to $117 million, which signals continued growth in HEPZATO KIT sales for shareholders.
Q3 2026 net income of $7.0 million, or $0.17 diluted per share, versus $0.8 million, or $0.02 per share, in Q3 2025
Q3 2026 HEPZATO KIT revenue of $32.7 million, up from $19.3 million; non-GAAP adjusted EBITDA of $11.5 million, up from $5.3 million
2026 guidance raised to $115 million to $117 million in total revenue, with gross margins of 87% to 89% and positive adjusted EBITDA
Cash and investments of $104.3 million as of September 30, 2026, with no debt
Orthofix reported third-quarter 2026 net sales of $207.9 million, up 1.1% from $205.6 million a year earlier, and a net loss of $6.1 million, narrowed from $22.8 million. The company lowered its full-year 2026 net sales guidance to $825 million to $830 million from $845 million to $855 million, and its adjusted EBITDA guidance to $86 million to $88 million from $95 million to $98 million, citing weaker U.S. Spine performance.
Q3 2026 net sales were $207.9 million, up 1.1% reported and 2.3% pro forma constant currency; Global Limb Reconstruction rose 8.5% and Spinal Implants, Biologics and Enabling Technologies fell 1.1%.
Q3 net loss was $(6.1) million, or $(0.15) per share, versus $(22.8) million, or $(0.57) per share, a year earlier; adjusted EBITDA was $26.0 million versus $24.6 million.
2026 net sales guidance was cut to $825 million–$830 million; adjusted EBITDA guidance was cut to $86 million–$88 million.
Cash, cash equivalents and restricted cash were $86.9 million at September 30, 2026, down from $104.4 million at June 30, 2026.
Motorcar Parts of America reported fiscal second-quarter net sales of $169.2 million, down from $221.5 million a year earlier, and operating income of $10.0 million, down from $16.4 million. The company cut its fiscal 2027 net sales guidance to $715 million-$740 million from $780 million-$800 million, citing delayed customer orders, which lowers the outlook for shareholders.
Q2 net sales were $169.2 million versus $221.5 million a year earlier; the company attributed the $37.5 million decline mainly to delayed customer orders and lower tariff pass-throughs.
Q2 operating income was $10.0 million versus $16.4 million; the quarter included $11.1 million of IEEPA tariff refunds.
Six-month net loss was $12.1 million, or $0.64 per share, compared with net income of $893,000 a year earlier.
Fiscal 2027 net sales guidance was revised to $715 million-$740 million from $780 million-$800 million; operating income is estimated at $37 million-$44 million.
TG Therapeutics reported third-quarter 2026 total revenue of $259.9 million, up from $161.7 million a year earlier, and raised its full-year 2026 total global revenue guidance to approximately $1 billion from approximately $950 million. Net income fell to $55.5 million from $390.9 million, but the prior-year period included a non-recurring income tax benefit of approximately $365.0 million.
Q3 2026 total revenue $259.9 million vs. $161.7 million in Q3 2025; BRIUMVI U.S. net product revenue $232.6 million, up approximately 52%
2026 BRIUMVI U.S. net product revenue guidance raised to approximately $915-$920 million from $890-$905 million
Q3 2026 net income $55.5 million ($0.35 diluted EPS) vs. $390.9 million ($2.43 diluted EPS) in Q3 2025, which included a roughly $365.0 million tax benefit
Repurchased approximately $100 million of common stock in Q3 2026; cash, cash equivalents and investment securities were $556.7 million as of September 30, 2026
Ionis reported third quarter 2026 revenue of $243 million, up from $157 million a year earlier, and a narrower net loss of $110 million, compared with $129 million. The company lowered its 2026 TRYNGOLZA product sales guidance to about $50 million, from $100-110 million, citing a more gradual launch, and reaffirmed its total revenue, operating loss and cash guidance.
Third quarter 2026 total revenue was $243 million versus $157 million in the same period of 2025.
Basic and diluted net loss per share was $0.66, compared with $0.80 a year earlier.
2026 TRYNGOLZA product sales guidance was lowered from $100-110 million to about $50 million.
Total revenue guidance of $875-900 million and DAWNZERA product sales guidance of $110-120 million were unchanged.
Dole plc reported third-quarter 2026 revenue up 3.8% to $2.4 billion and net income of $48.3 million, up from $13.8 million, helped by a $48.6 million gain on the Ecuador port sale. The company lowered its full-year 2026 Adjusted EBITDA target to $380 million to $390 million from approximately $400 million, citing higher costs, which weighs on the outlook for shareholders.
Q3 revenue rose 3.8% to $2,366 million; Adjusted EBITDA rose 4.1% to $84.1 million
Net income attributable to Dole plc was $38.5 million, versus $5.1 million a year earlier
Full-year 2026 Adjusted EBITDA target cut to $380 million-$390 million from approximately $400 million
Quarterly dividend of $0.085 per share declared, payable January 6, 2027
Avista furnished a November 2026 investor presentation that reaffirms its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share. The presentation shows third-quarter GAAP net income of $49 million, up from $29 million a year earlier, and year-to-date GAAP net income of $176 million, up from $122 million.
Q3 2026 GAAP diluted EPS was $0.57 versus $0.36 in Q3 2025; non-GAAP utility EPS was $0.38 versus $0.37
Year-to-date 2026 GAAP diluted EPS was $2.11 versus $1.51; non-GAAP utility EPS was $1.76 versus $1.67
Washington general rate case decision is expected in mid-December; a $3.6 billion capital spend is planned for 2027-2031
Signed MOU seeks 10% ownership in the $6 billion North Plains Connector transmission line, with definitive agreements expected in 6-9 months
NorthWestern Energy filed a presentation for the EEI Financial Conference in Scottsdale, Arizona, November 8-10, 2026, in which executives will affirm the company's 2026 non-GAAP earnings guidance of $3.68 to $3.83 per diluted share. The filing reports no new financial results and no change to guidance, and the guidance excludes costs related to the pending merger with Black Hills Corp.
2026 non-GAAP EPS guidance of $3.68 to $3.83 per diluted share is affirmed, not changed
Presentation dated November 8, 2026, furnished as Exhibit 99.1 and not deemed filed under Section 18 of the Exchange Act
Presenters are CEO Brian Bird, CFO Crystal Lail, and Travis Meyer, director of corporate development and investor relations
The presentation cites a $3.21 billion five-year capital plan and a Montana final order on the Black Hills merger expected by November 12, 2026
Molina Healthcare said senior management will reaffirm its 2026 full-year GAAP diluted EPS guidance of at least $2.38 and adjusted diluted EPS guidance of at least $5.25 at UBS's Global Healthcare Conference on November 9, 2026. The filing reaffirms existing guidance rather than changing it, so shareholders get no new numbers, but it confirms the company's outlook as of early November.
Reaffirmed 2026 full-year GAAP diluted EPS guidance of at least $2.38
Reaffirmed 2026 full-year adjusted diluted EPS guidance of at least $5.25
Remarks at UBS conference on November 9, 2026 available by webcast at 10:15 a.m. Eastern Time, with a 30-day replay
Public Service Enterprise Group posted updated investor materials on November 6, 2026, furnished as Exhibit 99 to an 8-K. The presentation raises its regulated capital plan for 2026-2030 to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior 2025-2029 plan, and maintains its 6%-8% non-GAAP operating earnings growth target through 2030.
Regulated capital plan for 2026-2030 updated to $22.5 billion-$25.5 billion, about $1.5 billion higher than the prior plan
Long-term non-GAAP operating earnings growth target of 6%-8% through 2030 maintained
Annualized indicative dividend rate of $2.68 per share for 2026, an increase of about 6% over 2025
Company states no new equity or asset sales are required to support the five-year capital plan
Pinnacle West furnished an investor presentation under Regulation FD for its November 2026 meetings with analysts and investors. The deck updates 2026 sales growth guidance to 8%-10%, extends long-term sales growth of 8%-10% through 2030, and restates a long-term EPS growth target of 5%-7%, though it reports no new quarterly financial results.
2026 sales growth guidance updated to 8%-10%; long-term sales growth increased to 8%-10% and extended through 2030, versus the original long-term range of 4%-6%.
Committed load increased to 5.8 GW, with more than 84% yet to be served.
2026-2028 financing plan includes $1.0 billion-$1.2 billion of PNW equity, with $500 million ATM program and about $235 million already priced.
Long-term EPS growth target of 5%-7% off the original 2024 midpoint; 2025-2028 APS capital plan totals $10.35 billion.
Koppers reported third-quarter 2026 net sales of $499.1 million, up 2.8% from a year earlier, but net income fell to $14.7 million and diluted EPS fell to $0.75 as raw material and logistics costs rose. The company also lowered its 2026 adjusted EPS and adjusted EBITDA forecasts while raising its free cash flow outlook. For shareholders, higher sales and strong year-to-date cash generation are offset by weaker earnings and a reduced profit forecast.
Net sales rose 2.8% to $499.1 million, but net income fell to $14.7 million from $23.8 million and diluted EPS fell to $0.75 from $1.17.
Adjusted EBITDA fell 18.2% to $58.0 million from $70.9 million, mainly due to higher raw material and logistics costs.
2026 adjusted EPS forecast was cut to $3.10-$3.25 from $3.80-$4.20; adjusted EBITDA forecast was cut to $220-$225 million from $240-$250 million.
Free cash flow forecast was raised to $115-$135 million from $110-$130 million; year-to-date free cash flow was a record $92.0 million.
Atmus reported third-quarter 2026 net sales of $510 million, up 13.9% from a year earlier, and net income of $61 million, or $0.74 per diluted share, compared with $0.66 a year earlier. The company raised its full-year 2026 outlook and its Board approved a new $300 million share repurchase program that replaces the prior program, which had $28.9 million remaining.
Q3 2026 net sales of $510 million, up from $448 million in Q3 2025, driven mainly by the Koch Filter acquisition
Diluted EPS of $0.74 versus $0.66 a year earlier; adjusted EPS of $0.77 versus $0.69
Full-year 2026 adjusted EPS guidance raised to $2.90 to $3.05; net sales guidance raised to $2,010 million to $2,035 million
New $300 million repurchase program effective immediately; no expiration date and no obligation to buy any amount
Interface reported third-quarter 2026 net sales of $366.7 million, up 0.6%, with GAAP diluted EPS of $0.67, down 14.1%, and adjusted diluted EPS of $0.68, up 11.5%. The company lowered its full-year net sales outlook to $1.440 to $1.455 billion from $1.455 to $1.485 billion, citing softer conditions in Europe, while reaffirming its full-year earnings guidance. For shareholders, adjusted earnings grew, but GAAP earnings fell and the sales forecast was cut.
Q3 2026 net sales were $366.7 million, up 0.6% (0.4% currency neutral), versus the prior-year quarter
GAAP diluted EPS was $0.67 versus $0.78 a year earlier; adjusted diluted EPS was $0.68 versus $0.61
Full-year 2026 net sales outlook cut to $1.440-$1.455 billion from $1.455-$1.485 billion; full-year earnings outlook reaffirmed
Net debt was $49.1 million as of October 4, 2026, down from $110.3 million at December 28, 2025
During its Investor Day on November 5, 2026, Veeva Systems announced it expects its third quarter of fiscal year 2027 results to meet or exceed the preliminary guidance previously provided on August 26, 2026. Chief Financial Officer Brian Van Wagener presented slides detailing expected financial metrics including total revenue of $932 million to $935 million.
Total revenue is expected to be $932 million to $935 million, with subscription revenue at approximately $782 million.
Non-GAAP operating income is projected at $417 million to $420 million, with non-GAAP fully diluted net income per share of $2.33 to $2.34.
The Investor Day presentation and guidance update took place on November 5, 2026.
Inspired Entertainment reported third-quarter 2026 revenue of $61.4 million, down 29% from $86.2 million a year earlier, mainly reflecting the November 2025 divestiture of its UK Holiday Parks business; like-for-like revenue rose about 4%. The company also lowered its full-year 2026 Adjusted EBITDA target to $109 million to $112 million from $112 million to $118 million, primarily because Brazil suspended regulated online betting and gaming, a business representing about 5% of revenue.
Q3 2026 revenue was $61.4 million versus $86.2 million a year earlier; like-for-like revenue rose about 4%.
Q3 Adjusted EBITDA was $28.2 million versus $32.3 million, with a record 46% margin versus 37%.
Q3 net loss narrowed to $0.1 million from $1.9 million a year earlier.
FY2026 Adjusted EBITDA outlook is now $109 million to $112 million, down from $112 million to $118 million.
Iovance furnished an updated corporate presentation on November 5, 2026, for use at healthcare conferences and with analysts and stockholders. The presentation gives full-year 2026 revenue guidance of $410 million to $420 million, and its footnote states the midpoint is $55 million, or about 15%, above the previous range of $350 million to $370 million.
Full-year 2026 revenue guidance is $410 million to $420 million, up from a previous range of $350 million to $370 million.
The presentation cites about 80% year-over-year and about 22% quarter-over-quarter revenue growth in third-quarter 2026.
Cash, cash equivalents, short-term investments and restricted cash were about $382 million as of September 30, 2026, with runway stated as well into 2029.
Margin from cost of sales, excluding depreciation and amortization, was about 60% in third-quarter 2026 and 54% year to date.
CBL reported third-quarter 2026 results and raised its full-year 2026 FFO, as adjusted, guidance to $7.34 to $7.44 per share. Total revenues rose to $148.7 million from $139.3 million, but GAAP net income per share fell to $0.37 from $2.38, when the prior-year quarter included large property sale and deconsolidation gains. For shareholders, the results show stronger operating measures and a new $25.0 million buyback authorization, alongside lower reported earnings.
Q3 2026 total revenues were $148.7 million versus $139.3 million a year earlier; same-center NOI rose 3.8%.
Net income attributable to common shareholders was $0.37 per share versus $2.38; FFO was $1.05 per share versus $2.17.
2026 FFO, as adjusted, guidance was raised to $7.34 to $7.44 per share; same-center NOI guidance is 0.75% to 2.25%.
On November 4, 2026, the Board authorized repurchases of up to $25.0 million of common stock; the $0.625 per share Q4 dividend is payable December 31, 2026.
ePlus reported second-quarter fiscal 2027 results with net sales up 9.7% to $667.9 million and GAAP diluted earnings per share up 7.6% to $1.56, and raised its full-year fiscal 2027 guidance. Services revenue fell 2.4%, and the company also declared a $0.27 quarterly dividend and announced that General Counsel Erica Stoecker will retire, with Amanda Dupree succeeding her.
Net sales rose 9.7% to $667.9 million, while services revenues fell 2.4% to $120.8 million
GAAP diluted EPS rose 7.6% to $1.56; non-GAAP diluted EPS rose 19.0% to $1.82
Guidance raised to upper single-digit growth in net sales and gross profit and low double-digit growth in adjusted EBITDA for fiscal 2027
Quarterly dividend of $0.27 per share payable December 16, 2026, to holders of record on November 24, 2026
Kingstone reported third-quarter 2026 net income of $17.6 million, or $1.19 per diluted share, compared with $10.9 million, or $0.74 per diluted share, a year earlier. The company raised and narrowed its 2026 diluted EPS guidance to $2.70 to $2.90 from $2.20 to $2.90, which matters to shareholders because it points to higher expected full-year earnings, though catastrophe losses and bond market losses affected the quarter.
Q3 2026 net income of $17.6 million, up 61.7%; diluted EPS of $1.19 versus $0.74 in Q3 2025.
Net premiums earned rose 30.2% to $62.4 million; direct premiums written rose 14.5% to $86.8 million.
2026 diluted EPS guidance raised to $2.70 to $2.90 from $2.20 to $2.90; net combined ratio outlook set at 79% to 83% from 81% to 86%.
Q3 catastrophe loss ratio was 7.5% versus 0.2% a year earlier; other comprehensive loss was $9.7 million after tax in the quarter.
IBEX reported record first-quarter fiscal 2027 results for the quarter ended September 30, 2026, with revenue up 15.9% to $175.2 million and diluted EPS up 19.6% to $0.99. The company raised its full-year fiscal 2027 revenue and adjusted EBITDA guidance, which signals management expects stronger results for the year.
Revenue $175.2 million, up 15.9% from $151.2 million; net income $14.8 million versus $12.0 million
Diluted EPS $0.99 versus $0.82; adjusted diluted EPS $1.10 versus $0.90
Revenue guidance raised to $720 million to $735 million from $700 million to $715 million
Adjusted EBITDA guidance raised to $96 million to $99 million from $90 million to $94 million
American Healthcare REIT, Inc. reported third quarter 2026 GAAP net income of $31.2 million, or $0.14 per diluted share, alongside normalized funds from operations of $0.58 per diluted share. Driven by strong portfolio growth and $1.69 billion in senior housing acquisitions during the quarter, the company raised its full-year 2026 guidance for Same-Store NOI growth and normalized FFO.
GAAP net income attributable to controlling interest was $31.2 million, or $0.14 per diluted share, for the quarter ended September 30, 2026.
Normalized Funds From Operations reached $0.58 per diluted share, and total portfolio Same-Store NOI grew 13.8%.
Full-year 2026 NFFO per diluted share guidance was raised to a range of $2.23 to $2.26.
Acquired approximately $1.69 billion of new investments in the SHOP segment during the third quarter.
Apple Hospitality REIT reported third quarter 2026 net income of $60.5 million, up 18.9% from a year earlier, and net income per share of $0.26, up 23.8%. The company raised its full-year 2026 outlook, with net income now expected at $177 million to $192 million and Adjusted EBITDAre at $482 million to $493 million, which means higher expected profit for shareholders.
Q3 2026 Adjusted EBITDAre was $139.7 million, up 13.3%, and Comparable Hotels RevPAR rose 7.3%.
Full-year 2026 guidance: net income $177 million to $192 million; Comparable Hotels RevPAR change 5.1% to 6.1%.
Company said preliminary October 2026 Comparable Hotels RevPAR rose approximately 10%.
Five hotels are under contract for sale for a combined $71.8 million, with closings expected in the fourth quarter 2026.
Shoulder Innovations reported third quarter 2026 net revenue of $16.2 million, up 38% from $11.8 million a year earlier, and a net loss of $7.0 million, narrowed from $8.7 million. The company raised its full-year 2026 net revenue guidance to $68 million to $70 million from $67 million to $69 million, so shareholders see both faster sales growth and a higher outlook, while operating expenses rose.
Q3 2026 net revenue $16.2 million, up 38% from $11.8 million in Q3 2025
Gross margin 78.5% vs. 76.2% a year earlier; operating loss unchanged at $7.6 million
Full-year 2026 net revenue guidance raised to $68 million to $70 million from $67 million to $69 million
Cash, cash equivalents and marketable securities totaled $92.3 million as of September 30, 2026
CVRx reported third-quarter 2026 revenue of $13.8 million, down 6% from a year earlier, and a net loss of $14.2 million, or $0.52 per share, up from $12.9 million, or $0.49 per share. The company lowered its full-year 2026 revenue forecast to $56.0 million-$57.0 million from $58.0 million-$60.0 million, which signals weaker sales than previously expected for shareholders.
Q3 2026 total revenue was $13.8 million, down $0.9 million (6%); U.S. revenue was $13.0 million, down 4%, and Europe revenue was $0.9 million, down 27%.
Net loss was $14.2 million, or $0.52 per share, versus $12.9 million, or $0.49 per share, in Q3 2025.
Full-year 2026 revenue guidance was cut to $56.0 million-$57.0 million from $58.0 million-$60.0 million; Q4 2026 revenue is expected at $11.7 million-$12.7 million.
John Landry becomes Chief Financial Officer effective November 6, 2026, succeeding Jared Oasheim.
PAR Technology reported third-quarter 2026 revenue of $137.1 million, up 15% from a year earlier, and a smaller net loss of $9.0 million compared with $18.2 million in the prior-year quarter. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, which gives shareholders updated expectations for the year.
Q3 2026 net loss was $9.0 million, or $0.22 per share, compared with a net loss of $18.2 million, or $0.45 per share, in Q3 2025.
Q3 2026 adjusted EBITDA was $17.1 million, compared with $5.8 million in Q3 2025.
Full-year 2026 revenue outlook is $532.5 million to $536.5 million, up from $516.0 million to $523.0 million.
Full-year 2026 adjusted EBITDA outlook is $57.9 million to $59.4 million, up from $50.0 million to $53.0 million.
Globus Medical reported third quarter 2026 worldwide net sales of $763.7 million, representing a 0.7% decrease compared to the same period in 2025, alongside GAAP net income of $141.2 million. The company updated its full-year 2026 revenue guidance to $3.09 billion and announced a $500 million increase to its share repurchase program.
Worldwide net sales were $763.7 million for the third quarter ended September 30, 2026, down 0.7% year-over-year.
GAAP diluted earnings per share increased 18.2% to $1.04 for the quarter.
The Board authorized an additional $500.0 million share repurchase program increase on November 2, 2026.
Full-year 2026 revenue guidance was updated to $3.09 billion.
Guardant Health reported third quarter 2026 revenue of $361.0 million, up 36% from a year earlier, and raised its full-year 2026 revenue guidance to $1.36 to $1.37 billion. The GAAP net loss widened to $124.4 million, and the company also raised its expected full-year free cash flow burn, so shareholders see stronger sales alongside higher losses and cash use.
Q3 2026 revenue of $361.0 million, up 36%; Screening revenue rose 180% to $67.6 million on 83,000 Shield tests
GAAP net loss of $124.4 million, or $0.93 per share, versus $92.7 million, or $0.74 per share, a year earlier; non-GAAP net loss narrowed to $38.8 million from $48.3 million
2026 revenue guidance raised to $1.36 to $1.37 billion from $1.34 to $1.36 billion; full-year free cash flow burn now expected at $205 million to $220 million, up from $195 million to $205 million
Accendra Health reported third quarter 2026 net revenue of $601.8 million, down from $697.3 million a year earlier, and adjusted EBITDA of $47.8 million, down from $92.2 million. The company said full-year net revenue will be at the bottom of its prior $2.45 billion to $2.55 billion range, and adjusted EBITDA could be as much as 30% below the $310 million midpoint of that outlook, which weighs on shareholders.
Q3 2026 net revenue was $601.8 million versus $697.3 million in Q3 2025.
Q3 2026 loss from continuing operations was $18.0 million, or $0.23 per share, versus a loss of $5.6 million, or $0.07 per share, a year earlier.
Full-year 2026 net revenue expected at the bottom of the prior $2.45 billion to $2.55 billion outlook range.
Adjusted EBITDA could be as much as 30% lower than the $310 million midpoint of the prior outlook; CEO Kenny Gardner-Smith said 2026 results 'have fallen well short of our expectations.'
TransMedics reported third-quarter 2026 revenue of $203.0 million, up 41%, and raised its full-year 2026 revenue guidance to $764-$774 million, including about $14 million from PAD Aviation. Net income fell to $17.1 million, or $0.46 per diluted share, from $24.3 million, or $0.66, a year earlier, as operating expenses rose to $90.5 million.
Q3 2026 revenue was $203.0 million, up from $143.8 million in Q3 2025.
Q3 2026 net income was $17.1 million, or $0.46 per diluted share, versus $24.3 million, or $0.66, in Q3 2025.
Full-year 2026 revenue guidance was raised to $764-$774 million, including PAD Aviation; excluding PAD Aviation, guidance is $750-$760 million, up from $737-$757 million.
Operating expenses were $90.5 million, compared with $61.3 million in Q3 2025; cash was $493.0 million as of September 30, 2026.
Expensify reported third-quarter 2026 revenue of $33.0 million, down 6% from a year earlier, and a net loss of $3.3 million, wider than the $2.3 million loss a year earlier. The company raised its fiscal 2026 free cash flow guidance by $1.5 million to a range of $13.5 million to $15.5 million, citing strong cash generation and repurchases of 722,121 shares for about $1.3 million.
Q3 2026 revenue was $33.0 million, down 6% year over year; net loss was $3.3 million, or $0.04 per share, versus $2.3 million, or $0.03 per share, a year earlier.
Free cash flow was $3.3 million in the quarter, and operating cash flow was $4.0 million.
Fiscal 2026 free cash flow guidance raised to $13.5 million to $15.5 million, up $1.5 million at the low and high ends.
Paid members were 630,000, down 2% year over year; trips booked through Expensify Travel grew 40% year over year.
Parker-Hannifin Corporation reported record sales of $6.0 billion and increased net income for the fiscal first quarter ended September 30, 2026, alongside the completion of the Filtration Group acquisition. Driven by double-digit organic growth and record order rates pushing backlog to $13.7 billion, management raised full-year fiscal 2027 guidance for sales growth, adjusted margins, EPS, and free cash flow. This performance demonstrates strong demand across all market verticals and positive integration progress for shareholders.
Sales for the quarter ended September 30, 2026, increased 18% to a record $6.0 billion, with organic sales up 11.5%.
Diluted earnings per share reached $6.92, while adjusted EPS rose 23% to a record $8.90.
Order rates increased 13% on a rolling 12-month basis, bringing total backlog to a record $13.7 billion.
Full-year fiscal 2027 guidance was raised for organic sales growth, adjusted segment operating margin, adjusted EPS, and free cash flow.
ACM Research reported third-quarter 2026 revenue of $367.7 million, up 36.6% from a year earlier, and raised its 2026 revenue guidance to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion. GAAP net income attributable to ACM Research fell to $1.5 million, or $0.02 per diluted share, from $35.9 million, or $0.52, mainly because of a $39.1 million unrealized loss on short-term investments.
Q3 revenue was $367.7 million, up from $269.2 million; gross margin was 41.5% versus 42.0%
2026 revenue guidance raised to $1.24 billion to $1.28 billion from $1.125 billion to $1.175 billion
GAAP diluted EPS was $0.02 versus $0.52; non-GAAP diluted EPS was $0.55 versus $0.41
Unrealized loss on short-term investments was $39.1 million, compared with an unrealized gain of $18.7 million a year earlier
Gibraltar reported third-quarter 2026 net sales of $479.6 million, up 54.3% from a year earlier, mainly due to the OmniMax acquisition. Diluted adjusted EPS fell to $1.01 from $1.14, and the company lowered its 2026 outlook for the Infrastructure-inclusive business, citing weaker results and a slower fourth quarter. The move matters to shareholders because the company's profit and earnings outlook are both lower, even as sales rose.
Q3 2026 net sales $479.6 million, up 54.3%; net income from continuing operations $20.6 million, down 38.0%
Diluted GAAP EPS $0.69 vs $1.11; adjusted EPS $1.01 vs $1.14, down 11.4%
2026 adjusted EPS outlook (including Infrastructure) revised to $2.70-$2.85 from $3.65-$4.05 originally
Infrastructure business (D.S. Brown) to be sold for $208 million, expected to close in Q4 2026
Curtiss-Wright Corporation reported third-quarter 2026 sales of $953 million and adjusted diluted EPS of $3.94, driven by double-digit growth across multiple segments. Based on strong performance, the company raised its full-year 2026 adjusted financial guidance across all major metrics.
Q3 2026 sales reached $953 million, up 10% year-over-year, with adjusted diluted EPS of $3.94, up 16%.
New orders grew 15% to $1.1 billion, contributing to a backlog of $4.6 billion.
Full-year 2026 adjusted diluted EPS guidance was increased to a range of $15.40 to $15.60.
The company repurchased approximately 538,000 shares for $352 million during the third quarter.
Cooper-Standard reported third-quarter 2026 sales of $708.6 million, up 1.9% from a year earlier, but its net loss widened to $20.4 million from $7.6 million, including $19.2 million of restructuring charges. The company also lowered its full-year 2026 adjusted EBITDA guidance to $235 million to $245 million from $265 million to $295 million, citing commodity and inflation headwinds that remain higher than previously expected.
Q3 2026 sales were $708.6 million, up 1.9% from $695.5 million in Q3 2025; net loss was $20.4 million, or $(1.13) per diluted share, versus $7.6 million in Q3 2025.
Adjusted EBITDA was $52.8 million, compared with $53.3 million a year earlier; restructuring charges were $19.2 million.
Full-year 2026 adjusted EBITDA guidance was cut to $235 million to $245 million from $265 million to $295 million; sales guidance was narrowed to $2.75 billion to $2.85 billion from $2.7 billion to $2.9 billion.
Cash and cash equivalents were $112.3 million at September 30, 2026; Q3 operating cash flow was $5.2 million and net new business awards totaled $148.8 million.
Ironwood Pharmaceuticals reported third quarter 2026 total revenue of $133.0 million and GAAP net income of $59.8 million, up from $122.1 million and $40.1 million a year earlier. The company raised full-year 2026 guidance for LINZESS U.S. net sales, total revenue and adjusted EBITDA for the second consecutive quarter, and announced that Chief Commercial Officer Tammi Gaskins will become CEO on January 1, 2027.
Q3 2026 LINZESS U.S. net sales were $324.9 million, up 3.2% from $314.9 million a year earlier, with demand up 4.9%.
Updated 2026 guidance: LINZESS U.S. net sales $1.20 - $1.25 billion, total revenue $485 - $510 million, adjusted EBITDA greater than $350 million.
Quarter-end cash and cash equivalents were $86.4 million, and the revolving credit facility balance was reduced by $60.0 million to $325.0 million.
Tammi Gaskins will succeed Tom McCourt as CEO effective January 1, 2027; McCourt will remain on the Board.
Shift4 Payments reported Q3 2026 gross revenue of $1,319 million, up 12% year over year, and net income of $40 million, or $0.37 per diluted share. The company cut its full-year 2026 guidance for gross revenue less network fees to $2.45 billion to $2.46 billion and for Adjusted EBITDA to $1.11 billion to $1.13 billion, about 4% and 6% below its original outlook, while affirming Adjusted Free Cash Flow of $465 million to $475 million.
Q3 2026 gross revenue was $1,319 million, up 12% year over year; gross revenue less network fees was $648 million, up 10%.
Q3 2026 net income was $40 million; Adjusted EBITDA was $310 million, up 6% year over year.
Full-year 2026 guidance: gross revenue less network fees lowered to $2.45 billion to $2.46 billion; Adjusted EBITDA lowered to $1.11 billion to $1.13 billion; Volume set at $240 billion to $250 billion.
Adjusted Free Cash Flow for Q3 2026 was $200 million, and full-year Adjusted Free Cash Flow guidance of $465 million to $475 million was affirmed.
Middleby reported third-quarter 2026 net sales of $652.6 million, up 7.7% from a year earlier, and adjusted EPS of $2.07, up 19%, while raising its full-year 2026 guidance. GAAP diluted EPS fell to $0.43 from $1.55, weighed down by $26 million of charges tied to the closure of its Brewing businesses and $38.7 million of equity losses from an affiliate. The company also said Steve Spittle will succeed Tim FitzGerald as CEO on April 1, 2027.
Q3 2026 net sales of $652.6 million, up 7.7%, with organic net sales growth of 7.7%
Adjusted EPS of $2.07 vs. $1.74 a year earlier; GAAP diluted EPS of $0.43 vs. $1.55
Full-year 2026 net sales guidance of $2.519 billion to $2.534 billion, with organic growth of 7-8%
Steve Spittle to succeed Tim FitzGerald as CEO on April 1, 2027
Astec Industries reported third quarter 2026 net sales of $352.4 million, up 0.7%, but a net loss attributable to controlling interest of $12.2 million, or $(0.53) per diluted share, compared with a loss of $(0.18) a year earlier. The company cut its full year 2026 Adjusted EBITDA guidance to $140 million to $150 million from $160 million to $175 million, citing a pause in orders and inflationary headwinds, which lowers the earnings outlook for shareholders.
Q3 2026 net sales were $352.4 million, up 0.7% from $350.1 million a year earlier
Q3 net loss attributable to controlling interest was $12.2 million; Adjusted EPS was $(0.01) versus $0.47 a year earlier
Full year 2026 Adjusted EBITDA guidance revised to $140 million to $150 million from $160 million to $175 million
Backlog rose 49.2% to $670.5 million; Q3 Adjusted EBITDA was $18.9 million versus $27.1 million
Papa Johns reported third quarter 2026 results, with total revenues of $454.8 million, down 10.5% from the prior year, and diluted earnings per share of $0.09 versus $0.13. The company also lowered its 2026 outlook, now expecting adjusted EBITDA of approximately $175 million, down from $180 million to $190 million, and global system-wide restaurant sales down about 5%, versus a prior decline of 2% to 4%. For shareholders, the weaker sales and lower profit outlook show continued pressure, and the company is funding a new marketing framework that increases local marketing investment by franchisees.
Q3 total revenues were $454.8 million versus $508.2 million; net income was $3.3 million versus $4.5 million.
Q3 adjusted EBITDA was $38.1 million versus $47.8 million; adjusted diluted EPS was $0.16 versus $0.32.
2026 adjusted EBITDA guidance is now approximately $175 million, from $180 million to $190 million.
North America comparable sales fell 8.3% in Q3; full-year North America comparable sales are now expected to decline about 8%.
Lamar Advertising Company reported net revenues of $624.5 million and net income of $165.0 million for the third quarter ended September 30, 2026. Driven by accelerating sales growth and strong performance, the company raised its full-year 2026 diluted AFFO per share guidance to a range of $8.87 to $8.97.
Net revenues for Q3 2026 increased 6.6% year-over-year to $624.5 million.
Net income for Q3 2026 reached $165.0 million, compared to $144.1 million in Q3 2025.
Adjusted EBITDA for the quarter rose 9.3% to $306.9 million.
Full-year 2026 diluted AFFO per share guidance was updated to $8.87 to $8.97.
Vontier reported third-quarter 2026 results for the quarter ended October 2, 2026. Reported sales fell 2.1% to $736.9 million, reflecting the Teletrac Navman divestiture, while core sales rose 5.7%, and adjusted diluted EPS rose to $0.92 from $0.78 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $3.60-$3.64 and initiated Q4 2026 adjusted EPS guidance of $0.99-$1.03.
Q3 adjusted diluted EPS of $0.92 vs. $0.78 a year earlier; GAAP diluted EPS of $0.73 vs. $0.70
Q3 reported sales of $736.9 million, down 2.1%; core sales up 5.7%
Molson Coors reported third-quarter 2026 net sales of $2,926.5 million, down 1.6% from a year earlier, and underlying diluted EPS of $1.46, down 12.6%. The company cut its 2026 guidance for underlying pre-tax income and underlying EPS, and lowered its net sales outlook, citing softer beer industry volumes, persistent U.K. promotional activity and higher logistics costs. For shareholders, the reduced outlook signals weaker profit expectations for the year, even though U.S. GAAP net income of $271.5 million was far above the prior-year loss caused by a goodwill impairment.
Q3 net sales were $2,926.5 million, down 1.6% reported and 1.2% in constant currency; financial volume fell 3.0%.
Underlying diluted EPS was $1.46, down 12.6%; GAAP diluted EPS was $1.45 versus a loss of $14.79 a year earlier, which included a $3,645.7 million goodwill impairment.
Underlying pre-tax income guidance was cut to a decline of 21% to 24% from 15% to 18%; underlying EPS guidance is now a decline of 16% to 19%, from 11% to 15%.
Net sales guidance was lowered to a 1% to 2% decline in constant currency from flat, plus or minus 1%.
Advance Auto Parts reported third quarter 2026 net sales of $2,012 million, down from $2,036 million a year earlier, with comparable store sales down 1.2%. GAAP diluted EPS rose to $0.25 from a loss of $0.02, but adjusted diluted EPS fell to $0.79 from $0.92. The company raised its full year 2026 free cash flow guidance to approximately $150 million from approximately $100 million.
Q3 2026 net sales $2,012 million vs. $2,036 million in Q3 2025; comparable store sales down 1.2%
Q3 2026 GAAP diluted EPS $0.25 vs. loss of $0.02; adjusted diluted EPS $0.79 vs. $0.92
Q3 2026 adjusted operating margin 4.5% vs. 4.4% a year earlier
FY 2026 free cash flow guidance raised to approximately $150 million from approximately $100 million
Air Products & Chemicals reported fiscal 2026 full-year sales of $13.0 billion, up eight percent, alongside an adjusted EPS of $13.45. For fiscal 2027, the company expects adjusted EPS between $14.15 and $14.50 and capital expenditures of $3.0 billion to $3.5 billion.
Fiscal 2026 full-year sales reached $13.0 billion, increasing eight percent compared to the prior year.
Adjusted EPS for fiscal 2026 rose 12 percent to $13.45, exceeding the guidance midpoint.
Fiscal 2027 full-year adjusted EPS guidance was set in the range of $14.15 to $14.50.
Fiscal 2027 capital expenditures are projected to be between $3.0 billion and $3.5 billion.
Privia Health reported third-quarter 2026 revenue of $657.0 million, up 13.2% from a year earlier, and net income attributable to the company of $13.5 million, up from $6.9 million. The company raised its full-year 2026 guidance, including Adjusted EBITDA of $154 million to $157 million, up from the initial range of $145 million to $155 million. It also agreed to acquire American Choice Healthcare MSSP for approximately $36 million in cash and will exit its Montana partnership effective January 2027.
Q3 2026 total revenue was $657.0 million, up from $580.4 million; diluted net income per share was $0.10, up from $0.05.
Updated FY 2026 Adjusted EBITDA guidance is $154 million to $157 million, versus initial guidance of $145 million to $155 million given February 27, 2026.
Updated FY 2026 GAAP revenue guidance is $2,500 million to $2,550 million, versus initial guidance of $2,350 million to $2,450 million.
Cash and cash equivalents were $446.3 million at September 30, 2026, with no debt; the company expects at least $520 million in year-end cash including the acquisition.
Prestige Consumer Healthcare reported fiscal second-quarter 2027 revenue of $336.3 million, up 22.7% from a year earlier, with adjusted diluted EPS of $1.13 versus $1.07. The company lowered its fiscal 2027 revenue and adjusted EPS guidance, citing variable Clear Eyes production at its Pillar5 facility, which is expected to reduce product availability and revenue in the second half.
Q2 reported revenue $336.3 million, up 22.7%; organic revenue fell 1.6% excluding acquisitions and foreign currency
Q2 GAAP diluted EPS $0.53 versus $0.86 a year earlier; adjusted diluted EPS $1.13 versus $1.07
Fiscal 2027 revenue outlook lowered to $1,280 million to $1,290 million from $1,290 million to $1,315 million
Fiscal 2027 adjusted diluted EPS outlook lowered to $4.48 to $4.55 from $4.55 to $4.65
First Advantage reported third quarter 2026 revenue of $465.8 million, up 13.8% from a year earlier, and net income of $20.5 million, or $0.12 per diluted share, versus $2.6 million a year earlier. The company raised its full year 2026 guidance across all four metrics and announced the acquisition of Data Diver Technologies, an AI and data platform.
Q3 2026 revenue was $465.8 million, up 13.8% year over year; Adjusted Diluted EPS was $0.38, up from $0.30.
Full year 2026 revenue guidance raised to $1.720 billion to $1.745 billion from $1.670 billion to $1.710 billion.
Full year 2026 Adjusted Diluted EPS guidance raised to $1.30 to $1.33 from $1.23 to $1.29.
Company announced the acquisition of Data Diver Technologies, LLC; the filing does not disclose its price.
Ecovyst reported third quarter 2026 sales of $308.6 million, up 51% from a year earlier, and net income from continuing operations of $18.4 million, versus $0.2 million in the same quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $208 million-$212 million from $195 million-$207 million, and it plans to repurchase up to $20 million of stock in the second half of 2026.
Q3 2026 sales were $308.6 million, up $103.7 million or 51% from $204.9 million; Q3 Adjusted EBITDA was $61.2 million, up 6% from $57.5 million.
Q3 net income was $18.4 million, or $0.17 per diluted share, from continuing operations, compared with $0.2 million a year earlier.
2026 Adjusted EBITDA guidance was raised to approximately $208 million-$212 million; sales guidance was raised to $1,050 million-$1,070 million.
Ecovyst repurchased $2.7 million of common stock in Q3 2026 and intends to repurchase up to $20 million in the second half of 2026; $143.8 million remained under the program as of September 30, 2026.
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