2,154 material Form 8-K filings that 1,846 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).
LifeStance reported third quarter 2026 revenue of $455.9 million, up 25%, and net income of $22.4 million, compared with $1.1 million a year earlier. The company raised its full-year 2026 guidance for revenue, Center Margin and Adjusted EBITDA, which points to stronger expected results for shareholders.
Q3 2026 revenue $455.9 million, up 25% from $363.8 million; net income $22.4 million versus $1.1 million
Adjusted EBITDA $68.4 million, up 70%; Center Margin $161.4 million, up 38%
Full-year 2026 revenue guidance raised to $1.741 billion to $1.761 billion; Adjusted EBITDA to $242 million to $250 million
Q4 2026 guidance: revenue $446 million to $466 million; Adjusted EBITDA $56 million to $64 million
NW Natural Holdings reported third-quarter 2026 results, with a net loss of $0.71 per share compared with a loss of $0.73 a year earlier. Nine-month EPS rose to $1.62 from $1.36, and the company raised its 2026 EPS guidance range to $3.10 to $3.20, up from the prior range of $2.95 to $3.15, which it had expected to finish in the upper half. The board also declared a quarterly dividend of $0.50 per share, described as the largest declared increase since 2012.
Q3 2026 net loss of $0.71 per share, versus a $0.73 loss in Q3 2025; consolidated net loss was $29.8 million
Nine-month 2026 EPS of $1.62, compared with $1.36 a year earlier and adjusted EPS of $1.52 for the same period in 2025
2026 EPS guidance raised to $3.10 to $3.20; long-term EPS growth target of 4% to 6% reaffirmed
Quarterly dividend of $0.50 per share, payable Nov. 13, 2026, marking the 71st consecutive year of dividend increases
Nature's Sunshine reported third-quarter 2026 net sales down 9% to $116.6 million, and GAAP net income attributable to common shareholders fell to $1.9 million, or $0.11 per diluted share, from $5.3 million, or $0.30. The company cut its full-year 2026 guidance for net sales and adjusted EBITDA, citing a stronger U.S. dollar and challenges in China.
Net sales fell 9% to $116.6 million (down 7% excluding currency effects); Asia net sales fell 14.9% to $55.1 million
Full-year 2026 net sales outlook lowered to $460-470 million from $490-500 million
Full-year 2026 adjusted EBITDA outlook lowered to $44-48 million from $48-52 million
As of September 30, 2026, cash and cash equivalents were $89.4 million and the company had zero debt
Interparfums reported third-quarter 2026 net sales of $430 million, flat from a year earlier, and diluted EPS of $2.13, up from $2.05. The company raised its 2026 sales outlook to $1.49 billion from $1.48 billion and kept its 2026 EPS outlook at $4.85, which matters to shareholders because higher sales guidance and rising profit per share point in the same direction.
Q3 2026 net sales were $430 million, flat year over year; diluted EPS was $2.13 versus $2.05.
Nine-month 2026 net sales rose 1% to $1.1 billion, and nine-month diluted EPS rose 2% to $4.43.
2026 sales outlook raised from $1.48 billion to $1.49 billion; 2026 EPS outlook maintained at $4.85.
Initial 2027 guidance will be released on November 18, 2026; the $0.80 quarterly dividend is payable December 31, 2026.
VSE Corporation reported third-quarter 2026 revenue of $541.0 million, up 91.2% from a year earlier, and GAAP net income from continuing operations of $47.3 million, compared with $3.6 million in the third quarter of 2025. The company raised its full-year 2026 revenue growth and Adjusted EBITDA margin guidance, though about 74 percentage points of the revenue growth came from acquisitions.
Third-quarter GAAP diluted EPS was $1.49, compared with $0.17 a year earlier; Adjusted EPS was $2.01, compared with $1.35.
Full-year 2026 revenue growth guidance is now 65% to 66.5%, up from 61% to 64%.
Full-year 2026 Adjusted EBITDA margin guidance is now 18.9% to 19.1%, up from 18.7% to 19.0%.
Net debt was $894.2 million at September 30, 2026, with an Adjusted net leverage ratio of about 2.3x; the company acquired Atech Turbine Components on August 31, 2026.
ITT reported third-quarter 2026 results on November 4, 2026, with revenue up 44% to $1.4 billion, mostly from the SPX FLOW acquisition, and adjusted EPS up 20% to $2.26. GAAP EPS fell 15% to $1.38 due to acquisition-related costs. The company raised its full-year 2026 adjusted EPS guidance to $8.54 to $8.62, which points to higher expected earnings for shareholders.
Q3 2026 revenue was $1.4 billion, up 44.2%; organic revenue rose 7.6%
GAAP EPS fell 14.8% to $1.38; adjusted EPS rose 19.6% to $2.26
Full-year 2026 adjusted EPS guidance raised to $8.54 to $8.62; GAAP EPS expected at $4.65 to $4.73
Free cash flow expected at $600 million to $620 million; quarterly dividend of $0.386 per share payable December 31, 2026
STERIS plc reported total revenue of $1.6 billion for the second quarter of fiscal 2027, representing a 9% increase compared to the prior year period. Net income rose to $213.7 million, and the company updated its full-year adjusted EPS outlook to a range of $11.35 to $11.55.
Total revenue for Q2 fiscal 2027 reached $1.6 billion, up 9% year-over-year.
Diluted EPS as reported was $2.19, while adjusted diluted EPS increased to $2.94.
Full-year fiscal 2027 adjusted EPS outlook was raised to a range of $11.35 to $11.55.
The company approved a targeted restructuring plan anticipating total charges of approximately $45 million.
Carriage Services reported third-quarter 2026 revenue of $100.3 million, down from $102.7 million a year earlier, and adjusted diluted EPS of $0.59, down from $0.75. The company cut its full-year 2026 outlook, lowering total revenue guidance to $415 million to $420 million from $435 million to $445 million and adjusted diluted EPS guidance to $2.90 to $3.05 from $3.35 to $3.55, which is a negative development for shareholders even though GAAP diluted EPS rose to $0.56 from $0.41.
Q3 2026 GAAP diluted EPS was $0.56 versus $0.41 a year earlier, while adjusted diluted EPS was $0.59 versus $0.75.
Cemetery comparable revenue fell 7.8% in the quarter, which the company attributed mainly to lower preneed sales production.
Full-year 2026 adjusted consolidated EBITDA guidance was lowered to $125 million to $130 million from $135 million to $140 million.
The company closed a new $300 million credit facility and increased committed borrowing capacity by $50 million.
Cognex reported record third-quarter 2026 revenue of $313 million, up 13% year over year, with GAAP diluted EPS of $0.50 and adjusted diluted EPS of $0.53, up 61%. The company raised its full-year 2026 guidance and said it has agreed to acquire RealSense, Inc. in an all-cash deal expected to close in the fourth quarter of 2026, and declared a $0.09 quarterly dividend.
Q3 2026 revenue was $313 million, up 13% year over year; excluding a one-time commercial partnership benefit in Q3 2025, growth was 19%.
Full-year 2026 revenue guidance was raised to $1,143 million to $1,163 million from $1,130 million to $1,150 million; adjusted diluted EPS guidance is $1.68 to $1.72.
Agreement to acquire RealSense, Inc. in an all-cash transaction expected to close in the fourth quarter of 2026; the filing does not state the purchase price.
Quarterly dividend of $0.09 per share, up from $0.085, payable December 3, 2026 to shareholders of record on November 19, 2026.
Edwards Lifesciences reported third-quarter 2026 sales of $1.72 billion, representing a 10.5% increase compared to the prior year. Driven by strong procedure volumes and robust performance across its businesses, the company raised its full-year 2026 sales growth and adjusted EPS guidance.
Q3 sales grew 10.5% to $1.72 billion, with constant currency sales up 11.2%.
Q3 EPS was $0.53, while adjusted EPS reached $0.80, up 19% versus the prior year.
Full-year 2026 sales growth guidance was increased to approximately 11.5% from the previous 10% to 11% range.
Adjusted EPS guidance for 2026 was raised to a range of $2.97 to $3.05.
BillionToOne reported third-quarter 2026 revenue of $123.0 million, up 47% from a year earlier, and net income of $17.4 million, or $0.32 per diluted share, compared with $0.10 per diluted share in the third quarter of 2025. The company raised its full-year 2026 revenue guidance to $460.0 million to $470.0 million from $450.0 million to $465.0 million, which points to stronger expected sales for shareholders.
Third-quarter revenue was $123.0 million, up from $83.5 million, with 206,000 tests delivered, up 25%.
Net income was $17.4 million, or $0.32 per diluted share, versus $1.5 million, or $0.10 per diluted share, a year earlier.
Full-year 2026 revenue guidance is now $460.0 million to $470.0 million, up from $450.0 million to $465.0 million.
Gross margin was 71%, up from 70%, and Northstar Clear is scheduled to become commercially available on December 15, 2026.
Tutor Perini reported third-quarter 2026 revenue of $1.7 billion, up 22% from a year earlier, and diluted EPS of $0.39 versus $0.07. The company raised its 2026 adjusted EPS guidance to $5.90 to $6.10 from $5.15 to $5.45, which is a material change for shareholders. The results include a $51.4 million loss on debt extinguishment and a $33.8 million pension settlement charge.
Q3 2026 revenue was $1.7 billion, up 22% from $1.4 billion in Q3 2025.
Q3 2026 diluted EPS was $0.39 versus $0.07; adjusted EPS was $1.83 versus $1.15.
2026 adjusted EPS guidance raised to $5.90 to $6.10 from $5.15 to $5.45.
Backlog was $20.4 billion as of September 30, 2026.
Corpay, Inc. reported third-quarter 2026 results featuring an 18% increase in revenues to $1.38 billion and a 32% increase in adjusted net income per diluted share to $7.54. Driven by strong operational performance, management raised its full-year 2026 financial outlook, projecting revenue of approximately $5.35 billion at the midpoint. Shareholders also benefited from ongoing share repurchases totaling $1.85 billion through the end of the quarter.
Revenues grew 18% year-over-year to $1,381.9 million for the third quarter ended September 30, 2026.
Adjusted net income per diluted share increased 32% to $7.54 for the third quarter of 2026.
Full-year 2026 guidance was raised to a midpoint of $5.35 billion in revenue and $28.00 in adjusted net income per diluted share.
The company repurchased 5.25 million shares for $1.85 billion through the end of the third quarter of 2026.
Ardent Health reported third-quarter 2026 total revenue of $1.62 billion, up 3.1% from a year earlier, and net income attributable to the company of $45 million, compared with a net loss of $23 million in the same quarter of 2025. The company raised the low end of its full-year 2026 adjusted EBITDA guidance to $500 million from $485 million, keeping the top of the range at $535 million, and kept its revenue outlook unchanged.
Total revenue rose 3.1% year over year to $1.62 billion; adjusted admissions grew 2.9%.
Net income attributable to Ardent Health was $45 million, or $0.31 per diluted share, versus a net loss of $23 million, or $0.17 per share, a year earlier.
2026 adjusted EBITDA guidance is now $500 million to $535 million, up from $485 million to $535 million; revenue guidance stays at $6.4 billion to $6.7 billion.
The company ended the quarter with $766 million in cash and increased its share repurchase program by $25 million, with about $48 million remaining.
Cadre Holdings reported third-quarter 2026 net sales of $202.9 million, up from $155.9 million a year earlier, with net income of $16.0 million, or $0.37 per diluted share, compared with $0.27 a year earlier. The company raised its full-year 2026 guidance for the second consecutive quarter and authorized a $100 million share repurchase program, which together signal improved results and capital returns for shareholders. Nine-month net income fell to $29.4 million from $32.4 million, and net debt rose to $305.6 million.
Q3 net sales of $202.9 million, up 30% from $155.9 million; Q3 adjusted EBITDA of $41.1 million, up from $29.8 million
2026 guidance raised to net sales of $756 million to $769 million and adjusted EBITDA of $140 million to $144 million
Board authorized a share repurchase program of up to $100 million of common stock on November 4, 2026
Net debt increased $121.2 million from December 31, 2025 to $305.6 million as of September 30, 2026
Encore Capital Group reported third-quarter 2026 results, with diluted earnings per share of $5.57, up 76% from $3.17 a year earlier, and net income of $124.0 million, up 66%. The company raised its full-year 2026 guidance, now expecting EPS of $15.50 to $16.00, which shows stronger expected profit for shareholders.
Q3 2026 revenues were $544.5 million, up 18% from $460.4 million a year earlier.
Full-year 2026 guidance: EPS of $15.50 to $16.00, global portfolio purchases of $1.50 billion to $1.55 billion, and global collections of $2.90 billion to $2.95 billion.
Q3 2026 global collections were $753.8 million, up 14%; U.S. unit MCM collected $589 million, up 17%.
The company repurchased about $27 million of its shares in Q3 and about $73 million in the first nine months of 2026.
WaterBridge reported third-quarter 2026 revenue of $240.2 million, up 17% from a year earlier, and Adjusted EBITDA of $124.2 million, up 18%. The company raised the midpoints of its 2026 Adjusted EBITDA and produced water volume guidance, and lowered the midpoint of its capital expenditure guidance because some projects shifted into 2027. Net income was $13.3 million, down from $14.6 million in the second quarter, and the board declared a $0.05 per share dividend.
Q3 2026 revenue was $240.2 million, up 17% year-over-year and 10% quarter-over-quarter; Adjusted EBITDA was $124.2 million, up 18% year-over-year.
Net income was $13.3 million, compared with $14.6 million in the second quarter of 2026.
2026 Adjusted EBITDA guidance is now $465 million to $485 million, and produced water volume guidance is now 2.65 to 2.75 million Bbl/d, both midpoints up 4% and 2%.
2026 capital expenditures guidance narrowed to $530 million to $560 million, a 3% lower midpoint; the $0.05 dividend is payable December 10, 2026.
8x8, Inc. reported second-quarter fiscal 2027 results for the period ended September 30, 2026, with total revenue up 4% to $192.0 million and GAAP net income of $3.4 million, compared with $0.8 million a year earlier. The company raised its full-year fiscal 2027 outlook for revenue, profitability and operating cash flow, citing second-quarter outperformance, while GAAP gross margin fell to 60% from 65%.
Q2 total revenue $192.0 million, up 4% from $184.1 million; service revenue $187.8 million, up 5%
GAAP net income $3.4 million vs. $0.8 million a year earlier; GAAP gross margin 60% vs. 65%
Fiscal 2027 total revenue outlook $750 million to $770 million; non-GAAP diluted EPS $0.36 to $0.40
Term loan principal reduced to $95.0 million after a $12.5 million repayment in early October 2026
Zevia reported third quarter 2026 results on November 4, 2026, with net sales up 18.4% to $48.3 million and net loss narrowing to $2.2 million, or $0.03 per share. The company raised its 2026 net sales guidance to $177 million to $179 million and its Adjusted EBITDA outlook to between breakeven and a loss of $0.4 million, and it disclosed a $20 million growth equity agreement with GP Investments.
Net sales rose 18.4% year over year to $48.3 million from $40.8 million, with volume up 14.4%.
Net loss was $2.2 million, or $0.03 per share, compared with a net loss of $2.8 million in the third quarter of 2025.
2026 net sales guidance now $177 million to $179 million; fourth quarter net sales expected at $37.5 million to $39.5 million.
On October 22, 2026, Zevia agreed to issue convertible preferred stock to a fund managed by GP Investments Ltd. for $20 million of growth equity.
Progyny reported record third-quarter 2026 revenue of $341.3 million, up 8.9%, and net income of $26.3 million, or $0.32 per diluted share, versus $13.9 million, or $0.15, a year earlier. The company raised the midpoint of its full-year 2026 guidance ranges, which signals that management expects stronger results for the year.
Q3 2026 net income was $26.3 million, or $0.32 per diluted share, versus $13.9 million, or $0.15, in Q3 2025.
Q3 2026 Adjusted EBITDA was $58.4 million, up 6.3%, with a margin of 17.1% versus 17.5% a year earlier.
Full-year 2026 revenue is projected at $1.365 billion to $1.385 billion, and net income at $107.0 million to $110.6 million.
Nearly 11 million shares were repurchased in 2026 so far, with approximately $51 million remaining under the current authorization.
Caris Life Sciences reported third quarter 2026 revenue of $275.4 million, up 27% from a year earlier, and raised its full-year 2026 revenue forecast to $1.04 billion to $1.05 billion. Net income fell to $15.3 million from $24.3 million, and operating cash flow was negative, so shareholders get faster sales growth alongside lower profit and cash generation.
Q3 2026 total revenue was $275.4 million, up from $216.8 million in Q3 2025.
Net income was $15.3 million, down from $24.3 million; basic and diluted EPS were $0.05 versus $0.09 and $0.08.
Full-year 2026 revenue guidance raised to $1.04 billion to $1.05 billion, growth of 28% to 29%.
Net cash used in operating activities was $22.2 million; free cash flow was $(39.7) million.
Sight Sciences reported third-quarter 2026 revenue of $24.9 million, up 25% from a year earlier, and raised its full-year 2026 revenue guidance to $92 million to $93 million from $88 million to $92 million. Its net loss narrowed to $6.8 million from $8.2 million, and cash used in operations fell 74%, though its adjusted operating expense guidance was maintained. The guidance increase and narrower loss point to improving results for shareholders.
Q3 2026 revenue of $24.9 million, up 25% from $19.9 million in Q3 2025; Interventional Dry Eye revenue reached $3.9 million versus $0.2 million a year earlier
Full-year 2026 revenue guidance raised to $92 million to $93 million; Interventional Dry Eye guidance raised to approximately $12 million from $9 million to $11 million
Net loss of $6.8 million, or $0.12 per share, compared with $8.2 million, or $0.16 per share, in Q3 2025
Cash and cash equivalents of $77.4 million as of September 30, 2026; full-year adjusted operating expense guidance held at $92 million to $94 million
American Homes 4 Rent (AMH) reported third quarter 2026 results on November 4, 2026. Rents and other single-family property revenues rose 4.1% to $498.1 million, and Core FFO per share rose 7.4% to $0.50, but net income attributable to common shareholders fell to $82.3 million, or $0.23 per diluted share, from $99.7 million, or $0.27, a year earlier. The company also raised the midpoint of its full-year 2026 Core FFO per share guidance by $0.02 to $1.97.
Q3 2026 rents and other single-family property revenues up 4.1% year-over-year to $498.1 million
Q3 2026 net income attributable to common shareholders $82.3 million ($0.23 per diluted share) vs. $99.7 million ($0.27) in Q3 2025
Q3 2026 Core FFO per FFO share and unit up 7.4% year-over-year to $0.50; full-year 2026 Core FFO guidance midpoint raised to $1.97 from $1.95
Conference call scheduled for Thursday, November 5, 2026 at 12:00 p.m. Eastern Time
e.l.f. Beauty reported results for the three and six months ended September 30, 2026, with quarterly net sales up 51% to $520.8 million and GAAP diluted earnings per share of $0.50, compared with $0.05 a year earlier. The company raised its fiscal 2027 outlook, with net sales now expected to grow 22-24%, up from 18-20%, which gives shareholders a higher expected sales and profit range than before.
Q2 net sales rose 51% to $520.8 million; GAAP diluted EPS was $0.50 versus $0.05, and adjusted diluted EPS was $1.21 versus $0.68.
Fiscal 2027 net sales outlook raised to $2,003-2,029 million from $1,938-1,968 million; adjusted diluted EPS outlook raised to $3.82-3.86 from $3.50-3.55.
Q2 included a $17.7 million fair value charge tied to rhode contingent consideration, driven by rhode's revenue outperformance against earnout thresholds.
As of September 30, 2026, cash and equivalents were $350.8 million and total debt was $826.7 million.
QuinStreet reported fiscal first-quarter revenue of $416.7 million, up 46% year-over-year, and GAAP net income of $17.0 million, or $0.29 per diluted share, compared with $4.5 million, or $0.08, a year earlier. The company raised its full fiscal 2027 outlook, now expecting revenue of $1.5 billion to $1.6 billion and adjusted EBITDA of $155 million to $165 million, which gives shareholders a higher company-level forecast for the year.
Revenue of $416.7 million, up 46% from $285.9 million a year earlier; Financial Services $271.0 million and Home Services $145.7 million
GAAP net income of $17.0 million, or $0.29 per diluted share, versus $4.5 million, or $0.08, a year earlier
Adjusted EBITDA of $42.7 million, up 108% year-over-year; operating cash flow of $23.3 million
Raised FY27 outlook to $1.5 billion to $1.6 billion in revenue and $155 million to $165 million in adjusted EBITDA; fiscal Q2 revenue guided to $360 million to $380 million
Acadia Healthcare reported third-quarter 2026 revenue of $895.3 million, up 5.1% from a year earlier, while net income attributable to the company fell to $34.5 million, or $0.38 per diluted share, from $0.40. The company raised its full-year 2026 guidance for adjusted EBITDA and adjusted earnings per share, but the quarter included a $13.4 million favorable benefit from a Florida supplemental payment program accrual. Shareholders see higher revenue and a higher outlook alongside lower per-share profit in the quarter.
Q3 2026 revenue was $895.3 million, up 5.1%; same-facility revenue rose 5.2%.
Net income attributable to Acadia was $34.5 million, or $0.38 per diluted share, versus $0.40 a year earlier; adjusted EPS was $0.60 versus $0.72.
Full-year 2026 adjusted EPS guidance was raised to $1.70 to $1.80 from $1.45 to $1.60; adjusted EBITDA guidance was raised to $615 to $625 million from $590 to $615 million.
Net leverage ratio was 3.9x Adjusted EBITDA as of September 30, 2026; cash and cash equivalents were $163.3 million.
Matson reported third quarter 2026 net income of $209.4 million, or $6.96 per diluted share, up from $134.7 million, or $4.24 per diluted share, a year earlier. The company raised its full year outlook, expecting fourth quarter 2026 consolidated operating income to be approximately 50 percent higher than the fourth quarter 2025 level, driven mainly by strong demand and elevated freight rates in its China service.
Q3 2026 consolidated revenue was $1,113.5 million, up from $880.1 million in Q3 2025; operating income was $255.2 million versus $161.0 million.
Ocean Transportation operating income rose 62.2 percent to $239.1 million, led by the China service, where container volume increased 16.0 percent.
Expects Q4 2026 consolidated operating income about 50 percent above the $143.7 million achieved in Q4 2025.
Declared a $0.38 per share cash dividend payable December 3, 2026, to holders of record on November 5, 2026; repurchased about 0.3 million shares in Q3 2026 for $59.8 million.
TKO reported third quarter 2026 revenue of $1.360 billion, up 21%, and net income of $277.9 million, up from $106.8 million a year earlier. The company raised its full year 2026 revenue guidance to $5.790 billion to $5.830 billion and Adjusted EBITDA guidance to $2.295 billion to $2.315 billion, and said it intends to commence additional share repurchases, with about $936.0 million left under its existing $3 billion authorization.
Q3 2026 Adjusted EBITDA was $555.7 million, up 54%, and Adjusted EBITDA margin was 41% versus 32% a year earlier.
Full year 2026 revenue guidance raised to $5.790 billion to $5.830 billion, from $5.775 billion to $5.825 billion in August.
Full year 2026 Adjusted EBITDA guidance raised to $2.295 billion to $2.315 billion, from $2.275 billion to $2.305 billion in August.
About $936.0 million remains under the repurchase authorization as of November 4, 2026; the company expects to fund the balance primarily from additional debt and cash on hand.
Veracyte reported third-quarter 2026 total revenue of $151.8 million, up 15% from a year earlier, and GAAP net income of $31.5 million, or $0.38 per diluted share. The company lowered its 2026 testing revenue guidance to $571 million to $573 million from $576 million to $582 million, and cut the top of its total revenue range to $590 million to $593 million from $590 million to $596 million. The board also authorized a share repurchase program of up to $100 million over 12 months.
Q3 2026 total revenue $151.8 million, up 15%; Decipher Prostate $92.3 million and Afirma $51.5 million
GAAP diluted EPS $0.38 vs. $0.24 a year earlier; non-GAAP diluted EPS $0.51, flat year over year
2026 testing revenue guidance cut to $571 million to $573 million from $576 million to $582 million
Board authorized buyback of up to $100 million over 12 months; cash and short-term investments were $370.5 million at September 30, 2026
Myriad Genetics reported third-quarter 2026 revenue of $202.7 million, down 1% from a year earlier, with a net loss of $43.9 million, or $0.46 per share. The company raised the midpoint of its full-year 2026 revenue guidance to $780 million to $790 million and agreed on October 19, 2026 to sell its Prenatal Health business to Labcorp for $210 million in cash plus inventory.
Q3 2026 revenue $202.7 million, down from $205.7 million; Cancer Care Continuum and Mental Health volume up 3%, Prenatal Health volume down 11%
Q3 2026 operating loss $39.9 million; net loss $43.9 million, or $0.46 per share, versus $27.4 million a year earlier
Full-year 2026 revenue guidance $780 million to $790 million; Prenatal Health sale to Labcorp for $210 million in cash expected to close by early 2027
agilon health reported third quarter 2026 revenue of $1.52 billion, up 6% from a year earlier, and net income of $35 million compared with a net loss of $110 million in the third quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $145 million to $155 million from $75 million to $95 million, but total members on its platform fell 8% year over year to 566,000.
Third quarter revenue was $1.52 billion, up 6% from $1.44 billion in the third quarter of 2025.
Net income was $35 million, or $1.97 per diluted share, versus a net loss of $110 million, or $6.65 per share, a year earlier.
Full-year 2026 Adjusted EBITDA guidance was raised to $145 million to $155 million from $75 million to $95 million.
Total members live on the platform were 566,000 as of September 30, 2026, down from 618,000.
Park-Ohio reported record third-quarter 2026 net sales of $458.5 million, up from $398.6 million a year earlier, with GAAP diluted EPS of $0.97 versus $0.39 and adjusted EPS of $1.04 versus $0.65. The company raised its full-year 2026 net sales outlook to $1.750 billion to $1.770 billion and its adjusted EPS outlook to $3.35 to $3.50 per diluted share, and said its strategic review of the Southwest Steel Processing business is ongoing.
Q3 2026 net sales of $458.5 million, up 15% year-over-year; gross margin of 17.9%, up 120 basis points
Q3 2026 GAAP diluted EPS of $0.97 versus $0.39; adjusted EPS of $1.04 versus $0.65
FY 2026 net sales outlook raised to $1.750 billion to $1.770 billion from $1.700 billion to $1.730 billion; adjusted EPS outlook raised to $3.35 to $3.50 from $3.10 to $3.30
Strategic review of Southwest Steel Processing, announced May 6, 2026, is ongoing; the outlook includes an expected loss of approximately $0.46 per diluted share from that business
Tanger Inc. reported third-quarter 2026 results that improved from the prior year and raised its full-year 2026 FFO per share guidance to $2.49 to $2.53 from $2.45 to $2.52. The company also declared a quarterly dividend of $0.3125 per share, up 7% from the October 2025 dividend of $0.2925.
Third-quarter diluted net income was $0.29 per share, up from $0.28, and FFO was $0.64 per share, up from $0.60 a year earlier.
Full-year 2026 diluted FFO per share guidance is $2.49 to $2.53, up from the previous $2.45 to $2.52; diluted net income per share guidance is $1.08 to $1.12, versus the previous $1.06 to $1.13.
Same Center NOI rose 4.2% to $108.4 million in the third quarter, and occupancy was 97.3% on September 30, 2026.
The company repaid $350 million of senior unsecured notes that matured in September 2026, using $150 million of delayed draw term loan proceeds and cash on hand.
McKesson Corporation reported preliminary financial results for the second quarter ended September 30, 2026, delivering consolidated revenues of $111.0 billion and diluted earnings per share of $10.44. Driven by operational strength across core segments, management raised its fiscal 2027 adjusted earnings per diluted share guidance range to $45.60 to $46.40. These results highlight solid performance that supports strategic capital deployment and shareholder value creation.
Consolidated revenues reached $111.0 billion for the quarter ended September 30, 2026, representing an 8% increase year-over-year.
Adjusted earnings per diluted share rose 18% to $11.68 compared to $9.86 in the prior year period.
The full-year fiscal 2027 adjusted EPS guidance was raised to a range of $45.60 to $46.40.
The company generated $3.1 billion in cash flow from operations and $2.9 billion of free cash flow during the second quarter.
Joby Aviation reported third quarter 2026 revenue of $55.1 million and a net loss of $211.8 million, which was $189.4 million smaller than a year earlier, mainly because of non-cash gains. The company raised its full-year 2026 revenue outlook by 15% and said it plans to acquire defense technology company Resonant Sciences, expected to close in early 2027. Adjusted EBITDA loss widened to $207.9 million, and the company said it had $2.2 billion in cash and short-term investments as of September 30, 2026.
Q3 2026 revenue was $55.1 million, mostly from the Blade passenger business, and net loss was $211.8 million
Full-year 2026 revenue outlook raised 15% to a range of $135 million to $140 million
Adjusted EBITDA loss was $207.9 million, up $75.1 million from the third quarter of 2025
Planned acquisition of Resonant Sciences expected to close in early 2027, subject to regulatory approvals
Sinclair reported third-quarter 2026 revenue of $893 million, up 16% from a year earlier, and net income attributable to the company of $43 million, compared with a loss of $1 million in the same quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to $825 million to $835 million, from $730 million to $760 million, mainly on higher political advertising revenue.
Q3 2026 Adjusted EBITDA was $213 million, up 113% from $100 million a year earlier.
Political advertising revenue was $136 million in the quarter, up 55% from the third quarter of the 2022 midterm cycle, and full-year political revenue is now expected at approximately $455 million.
Full-year 2026 total revenue guidance was raised to $3,530 million to $3,600 million from $3,400 million to $3,540 million.
Cash and cash equivalents were $659 million at September 30, 2026, and total debt was $4,035 million.
LegalZoom reported third-quarter 2026 revenue of $195.1 million, up 3% year-over-year, and net income of $8.1 million, up from $4.5 million a year earlier. It lowered its full-year 2026 Adjusted EBITDA outlook to $180 million to $185 million from $190 million to $195 million, while keeping the $800 million revenue midpoint and narrowing the range to $797 million to $803 million. The company cited a challenging customer acquisition environment and continued investment, which matters to shareholders because it reduces expected profitability for the year.
Q3 revenue was $195.1 million, up 3%; transaction revenue fell 14% to $55.5 million while subscription revenue rose 11% to $139.7 million.
Q3 net income was $8.1 million, or $0.05 per diluted share, compared with $4.5 million, or $0.02, in Q3 2025.
Full-year 2026 Adjusted EBITDA outlook was cut to $180 million to $185 million from $190 million to $195 million.
Q4 2026 guidance calls for revenue of $190 million to $196 million and Adjusted EBITDA of $48 million to $53 million; the company held $181.7 million in cash with no debt as of September 30, 2026.
Hamilton Beach reported third-quarter 2026 revenue of $140.3 million, up 5.6%, and diluted earnings of $0.26 per share versus $0.12 a year earlier. The company cut its full-year outlook, now expecting 2026 revenue to be flat year over year and operating profit to decline in the high teens percent, because retailers became more cautious with holiday inventory orders amid weaker consumer sentiment. Shareholders face a weaker revenue and profit outlook, partly offset by a higher operating cash flow forecast.
Q3 2026 revenue was $140.3 million, up 5.6% from $132.8 million; diluted EPS was $0.26 versus $0.12.
2026 revenue is now expected to be flat year over year, compared with prior guidance of growth approaching the mid-single digit range.
Operating profit is now expected to decline in the high teens percent, compared with the previous estimate of high single digits.
2026 operating cash flow less investing cash use is now forecast at $40 million to $50 million, up from $35 million to $45 million.
ARKO Petroleum reported third-quarter 2026 net income of $13.3 million, up from $10.1 million a year earlier, and Adjusted EBITDA of $41.0 million, up from $37.4 million. The company raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million and declared a $0.50 quarterly dividend, citing the expected closing of its pending USPP acquisition.
Q3 2026 net income was $13.3 million versus $10.1 million in Q3 2025; diluted EPS was $0.28 versus $0.29.
Q3 2026 Adjusted EBITDA was $41.0 million versus $37.4 million; net cash from operating activities was $21.6 million versus $25.0 million.
Full-year 2026 Adjusted EBITDA guidance raised to $156 million to $157 million.
Quarterly dividend of $0.50 per share payable November 30, 2026, to holders of record as of November 18, 2026; the USPP acquisition is expected to close in Q4 2026 for $205 million in cash plus $30 million in stock.
ARKO Petroleum reported third-quarter 2026 net income of $13.3 million, up from $10.1 million a year earlier, and Adjusted EBITDA of $41.0 million, up from $37.4 million. It raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million, citing year-to-date performance and the expected closing of the pending USPP acquisition. Net cash from operating activities fell to $21.6 million from $25.0 million, and the board declared a $0.50 per share quarterly dividend.
Q3 2026 net income was $13.3 million versus $10.1 million in Q3 2025.
Q3 2026 Adjusted EBITDA was $41.0 million versus $37.4 million a year earlier.
Full-year 2026 Adjusted EBITDA guidance raised to $156 million to $157 million.
Quarterly dividend of $0.50 per share payable November 30, 2026, to holders of record as of November 18, 2026.
Reservoir Media reported second-quarter fiscal 2027 revenue of $49.9 million, up 10% from a year earlier, and net income of $4.6 million, or $0.07 per share, compared with $2.2 million, or $0.03 per share, in the prior-year quarter. The company narrowed and raised its fiscal 2027 outlook to revenue of $188 million to $192 million and Adjusted EBITDA of $77 million to $80 million, which signals higher expected results for the year ending March 31, 2027.
Revenue of $49.9 million rose 10%; Recorded Music revenue increased 18% and Music Publishing revenue increased 8%
Operating income of $12.3 million rose 15%, and Adjusted EBITDA of $22.1 million rose 14%
Fiscal 2027 guidance: revenue of $188 million to $192 million (8% growth at midpoint) and Adjusted EBITDA of $77 million to $80 million (7% growth at midpoint)
Cash provided by operating activities for the six months ended September 30, 2026 was $21.6 million, down $3.7 million; total debt was $458.6 million
BioCryst reported third quarter 2026 total revenue of $180.3 million, up 13% from a year earlier, and GAAP net income of $37.9 million, compared with $12.9 million in the same quarter of 2025. The company raised its full year 2026 total revenue outlook to $715 million to $730 million and lowered its non-GAAP operating expense outlook to $415 million to $425 million, while keeping its ORLADEYO revenue outlook at $625 million to $645 million. The filing says part of the revenue growth reflects an initial inventory build by its new specialty pharmacy, CareMed.
Q3 2026 total revenue was $180.3 million, up from $159.4 million in Q3 2025; GAAP net income was $37.9 million, or $0.14 per diluted share, versus $12.9 million.
Full year 2026 total revenue guidance was raised to $715 million to $730 million from $690 million to $715 million, driven mainly by navenibart rights licensing and higher RAPIVAB orders.
ORLADEYO revenue guidance was unchanged at $625 million to $645 million; non-GAAP operating expense guidance was lowered to $415 million to $425 million from $420 million to $440 million.
The Birmingham site closure is expected to cost about $10 million in cash and produce annualized savings of $30 million to $35 million once fully realized.
Marriott Vacations Worldwide reported third-quarter 2026 results, with net income attributable to common stockholders of $82 million, or $2.24 per diluted share, compared with a net loss of $2 million, or $0.07 per share, a year earlier. The company raised the midpoint of its full-year contract sales and Adjusted EBITDA guidance, despite an estimated $16 million hit to Adjusted EBITDA from Hurricane Lowell.
Q3 net income attributable to common stockholders was $82 million, or $2.24 diluted EPS, versus a loss of $2 million, or $0.07, a year earlier
Contract sales rose 29% to $565 million; Adjusted EBITDA rose 27% to $216 million
Full-year 2026 Adjusted EBITDA guidance now $810 million to $830 million, versus $805 million to $830 million previously
Share repurchase authorization of $322 million extended from December 31, 2026 to December 31, 2027
Flutter Entertainment reported third-quarter 2026 results on November 4, 2026. Revenue rose 2% to $3,874 million, but the company posted a net loss of $1,148 million, driven largely by an $873 million non-cash impairment tied to Brazil, where operations were closed on September 26, 2026. Flutter also lowered its full-year 2026 revenue and adjusted EBITDA guidance and paused its share repurchase program for the foreseeable future.
Q3 2026 revenue was $3,874 million, up 2% from $3,794 million a year earlier.
Net loss was $1,148 million, compared with a $789 million loss in Q3 2025, including an $873 million Brazil impairment charge.
Adjusted EBITDA was $360 million, down 25% year-over-year.
Full-year 2026 revenue midpoint guidance was cut by $300 million to $17.61 billion, and adjusted EBITDA guidance was cut by $160 million to $2.495 billion.
Materion reported third-quarter 2026 net sales of $567.3 million, up from $444.8 million a year earlier, and net income of $38.3 million, or $1.81 per diluted share, versus $1.22 a year earlier. The company raised its full-year 2026 adjusted earnings per share outlook to $7.10 to $7.40, which it said is a 33% increase over the prior year at the midpoint.
Net sales were $567.3 million versus $444.8 million; value-added sales were $313.7 million versus $263.9 million.
Diluted EPS was $1.81 versus $1.22; adjusted EPS was $1.93 versus $1.41.
Full-year adjusted EPS outlook raised to $7.10 to $7.40, up 33% at the midpoint over the prior year.
Free cash flow was about $46 million for the quarter, with 120% conversion of net income.
CVS Health Corporation announced its third quarter 2026 financial results, reporting total revenues of $108.4 billion and a net income of $2.17 billion. Driven by strong performance across its Health Care Benefits and Pharmacy & Consumer Wellness segments, the company raised its full-year 2026 guidance.
Third quarter total revenues increased 5.4% year-over-year to $108.4 billion.
GAAP diluted EPS was $1.68 and Adjusted EPS was $2.09 for the third quarter of 2026.
Full-year 2026 GAAP diluted EPS guidance was raised to at least $6.98, and Adjusted EPS guidance was raised to at least $8.20.
Year-to-date cash flow from operations reached $15.3 billion as of September 30, 2026.
ESAB reported record third-quarter 2026 net sales of $825 million, up 13.3%, with core organic sales up 2.3%. Diluted GAAP earnings from continuing operations fell to $0.61 per share from $1.04 a year earlier, and the company lowered its full-year 2026 core adjusted EBITDA forecast to $603 million to $607 million from $615 million to $625 million, for shareholders a clear reduction in expected profit.
Third-quarter net sales were $824.5 million, up from $727.8 million; core organic sales growth was 2.3%.
Third-quarter net income from continuing operations attributable to ESAB was $41 million, or $0.61 per diluted share, versus $1.04 a year earlier.
Third-quarter core adjusted EBITDA was $156 million, up 17.0%, with a 19.8% margin.
Full-year 2026 core adjusted EPS outlook was lowered to $5.28 to $5.33 from $5.40 to $5.50; core organic sales growth outlook was cut to 1.6% to 2.0% from 2.0% to 4.0%.
At a Shanghai investor event on November 4, 2026, Estée Lauder announced a fiscal 2030 ambition of mid-single-digit organic sales growth and double-digit adjusted EPS growth each year through fiscal 2030, with a 16.5%-18.5% adjusted operating margin in fiscal 2030. The accompanying presentation also raised the fiscal 2027 outlook, which matters to shareholders because it signals higher expected profitability in the near term, though the fiscal 2030 figures are unaudited long-term targets.
Fiscal 2030 ambition: mid-single-digit organic net sales growth annually and double-digit adjusted diluted EPS growth through fiscal 2030, with an adjusted operating margin of 16.5%-18.5% in fiscal 2030
Raised fiscal 2027 outlook: adjusted operating margin of 12.9%-13.7% (up from 12.7%-13.5%) and adjusted diluted EPS growth of 28%-38% (up from 24%-34%)
Reported sales growth outlook raised to 5.0%-6.5% (from 3%-5%); restructuring charges of approximately $40 million to $50 million, before taxes, expected in fiscal 2028
Stanley Black & Decker reported third quarter 2026 net sales of $3.7 billion, representing a 1% decrease overall but a 4% increase on an organic basis. The company raised its full-year 2026 GAAP EPS guidance to a range of $5.45 to $5.85 and adjusted EPS to $5.95 to $6.25, while also announcing a new $1 billion share repurchase authorization following the completion of its previous $250 million buyback in the quarter.
Third quarter 2026 net sales reached $3.7 billion, down 1% overall and up 4% organically.
GAAP EPS was $1.83 and adjusted EPS was $2.31, both benefiting from approximately $0.67 in net tariff refunds.
Full-year 2026 free cash flow guidance was increased to a range of $1.0 billion to $1.2 billion.
The Board of Directors approved a new $1 billion share repurchase authorization on October 29, 2026.
Qnity Electronics reported third-quarter 2026 net sales of $1.56 billion, representing a 22% increase year-over-year, alongside GAAP net income of $196 million. Driven by this performance, the company raised its full-year financial guidance across net sales, adjusted operating EBITDA, adjusted EPS, and adjusted free cash flow. Shareholders saw mixed indicators as GAAP EPS fell 14% to $0.87 while adjusted EPS rose 55% to $1.46.
Third-quarter 2026 net sales reached $1,556 million, up 22% compared to the prior-year period.
GAAP net income for Q3 2026 was $196 million, with diluted GAAP EPS of $0.87.
Full-year 2026 net sales guidance was set at $5.77 billion to $5.83 billion.
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