2,156 material Form 8-K filings that 1,847 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).
Solid Power reported third quarter 2026 total revenue and grant income of $1.2 million, down from $4.6 million a year earlier, while its net loss narrowed to $24.4 million, or $0.11 per share, from $25.9 million. Management lowered its 2026 cash investment guidance to $75 million to $85 million from $85 million to $100 million, and the company reported total liquidity of $397.6 million and no debt.
Q3 2026 total revenue and grant income was $1.2 million, versus $4.6 million in Q3 2025; operating expenses rose to $31.1 million from $29.0 million
Net loss was $24.4 million, or $0.11 per share, compared with a net loss of $25.9 million, or $0.14 per share, in Q3 2025
2026 cash investment guidance was reduced to $75 million to $85 million from $85 million to $100 million
Total liquidity was $397.6 million as of September 30, 2026, with no debt
Kadant reported third-quarter 2026 revenue of $313.2 million, up 15% from a year earlier and a company record, with GAAP EPS up 26% to $2.96 and adjusted EPS up 21% to a record $3.64. The company raised its 2026 adjusted EPS guidance to $12.58 to $12.73 from $12.43 to $12.68 and narrowed its revenue guidance to $1.195 to $1.210 billion, though gross margin slipped 50 basis points to 44.7%.
Q3 bookings rose 22% to $291 million; organic bookings rose 10%, excluding a 12% contribution from acquisitions
Q3 net income rose 27% to $35 million, and operating cash flow rose 33% to a record $63 million
Revised 2026 GAAP EPS guidance is $9.88 to $10.03, up from a low end of $9.78; Q4 2026 revenue is expected at $287 to $302 million
Organic revenue grew four percent in Q3; acquisitions contributed 11 percent
PACS Group reported third-quarter 2026 revenue of $1.50 billion, up 11.5%, and net income of $60.8 million, up 16.2% from the prior-year period. The company raised its full-year 2026 Adjusted EBITDA guidance to $685 million to $695 million, from $640 million to $660 million, and its revenue guidance to $5.95 billion to $6.05 billion, from $5.75 billion to $5.85 billion.
Q3 2026 Adjusted EBITDA was $175.7 million, up 33.6% from $131.5 million a year earlier; diluted EPS was $0.37, up 15.6%.
Full-year 2026 Adjusted EBITDA guidance raised to $685 million to $695 million; revenue guidance raised to $5.95 billion to $6.05 billion.
Same-store skilled nursing revenue rose 6.4% and occupancy reached 91.3%, up from 89.3% a year earlier.
The Florida acquisition of 32 skilled nursing facilities closed on October 1, 2026; the company held $707.4 million in available liquidity at September 30, 2026.
DiamondRock Hospitality Company reported third quarter 2026 net income attributable to common stockholders of $33.3 million, or $0.16 per diluted share, up 65.7% and 60.0% from the third quarter of 2025, and raised its full-year 2026 guidance. The company also increased its quarterly common dividend by 22% to $0.11 per share, which matters to shareholders because it reflects higher expected earnings and cash flow.
Q3 2026 net income attributable to common stockholders was $33.3 million, or $0.16 per diluted share, versus $20.1 million, or $0.10, in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance raised to $322.0 million to $327.0 million from $310.0 million to $320.0 million.
Quarterly common dividend increased 22% to $0.11 per share; the company acquired The Bellmoor Inn & Spa on October 1, 2026 for $31.0 million.
Duolingo reported third-quarter 2026 revenue of $309.0 million, up 14% from a year earlier, and bookings of $316.1 million, up 12%. The company raised its full-year 2026 guidance across all key financial metrics, including bookings of $1.3 billion and revenue of $1.2 billion. Net income fell to $27.2 million from $292.2 million a year earlier, a period that included a $222.7 million one-time tax benefit.
Q3 2026 daily active users reached 64.9 million, up 29% year over year.
Full-year 2026 guidance: bookings of $1,296 million, revenue of $1,221 million, and Adjusted EBITDA of $323 million, up $3 million from prior guidance.
Q3 2026 net income was $27.2 million versus $292.2 million in Q3 2025, which included a $222.7 million tax benefit.
Q3 2026 Adjusted EBITDA was $78.7 million, down from $80.0 million a year earlier; Q4 2026 bookings are guided to $382 million.
Mirum reported third quarter 2026 product sales of $185.7 million, up from $133.0 million a year earlier, and raised its full-year 2026 net product sales guidance to $715 million to $720 million. The company swung to a third-quarter net loss of $40.8 million, or $0.87 per diluted share, from net income of $2.9 million a year earlier, as operating expenses rose to $245.5 million.
Q3 2026 revenue of $185.7 million versus $133.0 million in Q3 2025; LIVMARLI net product sales of $133.4 million, up 45%
Q3 2026 net loss of $40.8 million, or $0.87 per diluted share, versus net income of $2.9 million, or $0.05 per diluted share, in Q3 2025
Q3 2026 research and development expense of $107.9 million, including $13.5 million of acquired in-process research and development
Unrestricted cash, cash equivalents and investments of $500.5 million at September 30, 2026, up from $391.4 million at December 31, 2025
Transcat reported fiscal second quarter 2027 results for the period ended September 26, 2026, with total revenue up 18.0% to $97.1 million and net income of $2.4 million, compared with $1.3 million a year earlier. The company raised its full-year fiscal 2027 Service organic revenue growth outlook to low double digits from high single digits, but long-term debt rose to $116.9 million from $99.9 million since March 28, 2026.
Total revenue rose 18.0% to $97.1 million from $82.3 million in the year-earlier quarter.
Diluted earnings per share were $0.25, versus $0.14 a year earlier; net income was $2.4 million versus $1.3 million.
Full-year fiscal 2027 Service organic revenue growth outlook raised to low double digits, from high single digits.
Long-term debt was $116.9 million on September 26, 2026, up from $99.9 million on March 28, 2026.
NexPoint Residential Trust reported a wider third-quarter 2026 net loss and lower per-share Core FFO than a year earlier, while total revenues rose. The company also cut its 2026 guidance midpoints for Core FFO per diluted share and Same Store NOI, which lowers the outlook for shareholders.
Total revenues were $64.5 million for Q3 2026, up from $62.8 million; net loss attributable to common stockholders was $11.5 million, or $0.45 per diluted share, versus $7.8 million, or $0.31, in Q3 2025.
Core FFO was $0.52 per diluted share for Q3 2026, down from $0.70 a year earlier; Q3 Same Store NOI decreased 8.2% to $35.6 million.
2026 Core FFO per diluted share guidance midpoint was revised to $2.22 from $2.45; Same Store NOI growth midpoint was revised to -4.3% from -1.0%.
On October 26, 2026, the board authorized share repurchases of up to $150.0 million through October 26, 2028, and approved a $0.53 quarterly dividend payable December 31, 2026.
First Watch posted an investor presentation with annual growth targets through 2028, including total revenue growth of 10% to 13% and adjusted EBITDA growth of 15% or more. The company said rising interest rate risk and near-term cash benefits outweigh committing to specific unit growth rates in out years, and it expects positive free cash flow beginning in 2027.
Targets through 2028: same restaurant sales growth of 2% to 4%, total revenue growth of 10% to 13%, and adjusted EBITDA growth of 15% or more
Positive free cash flow expected beginning in 2027 and increasing each year after
On track to open approximately 55 systemwide restaurants in 2027
No longer committing to specific unit count growth rates in out years
Pinnacle West reported third-quarter 2026 net income attributable to common shareholders of $434.2 million, or $3.49 per diluted share, up from $413.2 million, or $3.39 per diluted share, a year earlier. The company raised its 2026 consolidated earnings guidance to $5.05 to $5.25 per diluted share, citing customer and sales growth and weather through the first three quarters.
Q3 2026 operating revenues were $1.97 billion, up from $1.82 billion in Q3 2025.
Q3 2026 diluted EPS was $3.49, compared with $3.39 in Q3 2025.
2026 EPS guidance is $5.05 to $5.25 per diluted share, adjusted upward per the company.
Weather-normalized retail electricity sales growth is guided at 8.0% to 10.0% for 2026.
Revvity, Inc. reported third quarter 2026 revenue of $729 million and GAAP EPS from continuing operations of $0.56, compared to $699 million and $0.41 a year ago. The company raised its full year 2026 pro forma guidance, forecasting total revenue of approximately $2.86 billion and pro forma adjusted EPS of $5.40-$5.45. Additionally, the company is holding its Investor Day on November 13, 2026.
Revenue for the third quarter ended October 4, 2026 was $729 million, with pro forma revenue of $710 million representing 7% pro forma organic growth.
GAAP EPS from continuing operations was $0.56, while adjusted EPS from continuing operations reached $1.38.
Full year 2026 pro forma guidance forecasts total revenue of approximately $2.86 billion and pro forma adjusted EPS of $5.40-$5.45.
Ryman Hospitality Properties reported third quarter 2026 total revenue of $655.8 million, up 10.7% from a year earlier, and net income of $39.7 million, up 16.8%. The company raised the midpoints of its 2026 guidance for same-store Hospitality results, partly offset by lower Entertainment expectations tied mainly to the closure of the General Jackson Showboat, which gives shareholders a higher outlook for the year.
Net income available to common stockholders per diluted share was $0.58 for the third quarter, up from $0.53 a year earlier.
Midpoint of 2026 consolidated Adjusted EBITDAre guidance rose $7.0 million to $933.5 million; AFFO per diluted share midpoint is $9.29, up from $9.08.
Entertainment segment Adjusted EBITDAre guidance midpoint was lowered to $122.0 million from $125.0 million.
The Grande Lakes Orlando acquisition was completed on September 1, 2026; the 2026 capital expenditure estimate is $450 million to $500 million.
Enpro reported third-quarter 2026 sales of $350.8 million, up 22.4%, and net income of $40.3 million versus $21.6 million a year earlier. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted diluted earnings per share, citing demand across its portfolio, including semiconductor demand in its Advanced Surface Technologies segment.
Q3 2026 GAAP diluted EPS was $1.88 versus $1.01; adjusted diluted EPS was $2.66 versus $1.99
Full-year 2026 adjusted EBITDA guidance raised to $340 million to $345 million from $330 million to $340 million
Full-year 2026 adjusted diluted EPS guidance raised to $9.70 to $9.95 from $9.30 to $9.80
Archer-Daniels-Midland reported third quarter 2026 net earnings of $821 million, or $1.70 per share, alongside an adjusted EPS of $1.77. Driven by a constructive biofuels environment and strong operational execution, the company raised its full-year 2026 adjusted EPS outlook to a range of approximately $5.50 to $5.80.
Reported third quarter 2026 net earnings of $821 million, with adjusted net earnings of $858 million.
Raised full-year 2026 adjusted EPS guidance to approximately $5.50 to $5.80, up from the prior range of $5.15 to $5.60.
Total segment operating profit for the third quarter rose 64% year-over-year to $1.38 billion.
Capital expenditures for 2026 are now projected to be in the range of $1.2 to $1.3 billion, revised from the prior $1.3 to $1.5 billion range.
XPLR Infrastructure reported third-quarter 2026 net income attributable to the partnership of $51 million, compared with a loss of $37 million a year earlier, and adjusted EBITDA of $471 million. It now expects 2026 adjusted EBITDA in the lower half of its prior range and free cash flow before growth at or near the low end of its prior range, and it introduced 2027 expectations that are below its 2026 guidance.
Q3 2026 net income attributable to XPLR was $51 million, versus a loss of $37 million in Q3 2025; free cash flow before growth was $164 million, down from $179 million.
2026 adjusted EBITDA is now expected in the lower half of the prior $1.75 billion to $1.95 billion range.
2026 free cash flow before growth is now expected at or near the low end of the prior $600 million to $700 million range.
For 2027, the partnership expects adjusted EBITDA of $1.56 billion to $1.70 billion and free cash flow before growth of $525 million to $600 million.
Columbus McKinnon reported fiscal second-quarter 2027 results for the period ended September 30, 2026, with net sales up 107% to $539.3 million, driven mainly by the Kito Crosby acquisition. The company posted a GAAP net loss of $25.5 million, or $0.76 per diluted share, compared with net income of $4.6 million a year earlier, and raised its full-year fiscal 2027 guidance for net sales, adjusted EBITDA and adjusted EPS.
Net sales of $539.3 million, up from $261.0 million a year earlier, largely from the Kito Crosby acquisition that closed February 3, 2026
Net loss attributable to the company of $25.5 million, or $0.76 per diluted share, including $12.5 million of acquisition and integration expenses; adjusted EPS was $0.61, down $0.01
Fiscal 2027 guidance raised: net sales $2.13 billion to $2.17 billion (prior $2.09 billion to $2.15 billion); adjusted EBITDA $425 million to $440 million (prior $405 million to $420 million)
Adjusted EPS guidance raised to $2.00 to $2.15 from $1.90 to $2.10
Vital Farms reported a third-quarter net loss of $6.5 million, compared with net income of $16.4 million a year earlier, as net revenue fell 8.4% to $182.2 million. The company cut its fiscal 2026 net revenue outlook to around $730 million from $775 million to $800 million, moved its adjusted EBITDA outlook to a loss of around $15 million from a prior gain of $0 to $10 million, and withdrew its fiscal 2030 targets, which weighs on the outlook for shareholders.
Q3 net revenue of $182.2 million, down 8.4% year over year and up 9.7% from Q2 2026
Q3 net loss of $6.5 million, or $0.15 per diluted share, versus net income of $0.36 per diluted share a year earlier
Gross margin fell to 23.1% from 37.7%, driven by higher input and production costs and unfavorable sales mix
Fiscal 2026 outlook: net revenue around $730 million; adjusted EBITDA loss of around $15 million; capital expenditures of $70 million to $75 million reaffirmed
First Watch Restaurant Group reported third-quarter 2026 results with total revenues up 10.7% to $349.9 million and net income of $4.8 million, or $0.08 per diluted share, compared with $3.0 million, or $0.05, a year earlier. The company raised its full-year 2026 Adjusted EBITDA outlook to the high end of its previous guidance range, now about $136.0 million, which points to stronger profit growth for shareholders even though same-restaurant sales growth was modest at 1.0%.
Q3 2026 total revenues rose 10.7% to $349.9 million; Adjusted EBITDA rose to $39.7 million from $34.1 million
Same-restaurant sales grew 1.0% while same-restaurant traffic fell 1.9%
Restaurant level operating profit margin declined to 19.4% from 19.7%
Full-year 2026 outlook: Adjusted EBITDA of about $136.0 million, total revenue growth of about 13.5%, and 60 net new restaurants
Henry Schein reported third-quarter 2026 results for the quarter ended September 26, 2026, with net sales of $3.5 billion, up 4.0%, and GAAP diluted EPS of $1.06, up 26.2% from the prior year. The company raised its 2026 non-GAAP diluted EPS guidance to $5.50 to $5.56 from $5.29 to $5.39, and the Q3 results include a $0.19 per share net benefit from tariff refunds, which management says will not recur at that level for the rest of 2026.
Q3 2026 non-GAAP diluted EPS was $1.56, up 13.0%; excluding tariff refunds and prior-year remeasurement gains, growth was 19.1%
Full-year 2026 non-GAAP diluted EPS guidance raised to $5.50 to $5.56 from $5.29 to $5.39
Adjusted EBITDA growth guidance raised to high-single-digits from mid to high-single-digits
Q3 U.S. dental merchandise sales rose 8.6%; the company repurchased $125 million of stock in the quarter and had about $330 million authorized remaining
CarMax held a virtual Strategic Update on November 3, 2026, presenting a multi-year plan called Shift into GEAR and a financial framework through fiscal 2030. The company targets mid-single-digit used retail unit growth and mid-teens adjusted EPS growth, using fiscal 2026 adjusted EPS of $2.91 as the base, while maintaining a strong balance sheet and returning excess capital to shareholders. The filing contains targets rather than reported results, and it notes that Tier 2 lending expansion will pressure near-term auto finance income.
Targets mid-single-digit used retail unit CAGR and mid-teens adjusted EPS CAGR through fiscal 2030, using fiscal 2026 as the base
FY26 adjusted EPS of $2.91 is the base for the EPS CAGR target
Company expects $200 million run-rate savings exiting fiscal 2027 and plans CapEx of about $500 million per year starting in fiscal 2028
Tier 2 expansion is expected to pressure CarMax Auto Finance income in the near term due to upfront loss provisioning
Pfizer announced third-quarter 2026 revenues of $16.6 billion, matching the prior-year period operationally, while reporting adjusted diluted EPS of $0.87. Driven by solid performance in non-COVID and newly launched products, the company raised its full-year 2026 revenue guidance to a range of $62.0 to $64.0 billion and narrowed its adjusted diluted EPS guidance to $2.95 to $3.05. Shareholders also saw the appointment of Cecile Guegan as Chief Financial Officer and Executive Vice President.
Xenia reported a third-quarter net loss of $2.7 million, narrower than the $13.7 million loss a year earlier, while Adjusted EBITDAre rose 26.0% to $53.2 million. The company raised the midpoint of its full-year 2026 Adjusted EBITDAre guidance by $8 million and its Adjusted FFO per diluted share guidance by $0.09, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 net loss attributable to common stockholders was $2.7 million, or $0.03 per diluted share, versus $13.7 million, or $0.14, in Q3 2025.
Q3 Adjusted FFO per diluted share was $0.36, up 56.5%; Same-Property RevPAR rose 12.5% to $184.75.
Full-year 2026 Adjusted EBITDAre guidance is $278 million to $284 million; Adjusted FFO per diluted share guidance is $2.08 to $2.14.
Same-Property RevPAR was up approximately 8% in October 2025 compared with October 2025's prior-year period, per the company's estimate.
DuPont de Nemours, Inc. reported third-quarter 2026 net sales of $1.9 billion and GAAP EPS from continuing operations of $1.24, exceeding its prior guidance. Driven by organic growth and strong operating leverage, management raised its full-year 2026 financial guidance.
Net sales of $1.9 billion increased 4% year-over-year, with organic sales up 5%.
GAAP EPS from continuing operations was $1.24, and adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 guidance was raised to approximately $7.19 billion in net sales and $7.47 to $7.52 in adjusted EPS.
The company completed a $250 million accelerated share purchase in the third quarter of 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.