2,354 material Form 8-K filings that 2,004 companies we cover made with the SEC in November 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
InfuSystem furnished an investor presentation dated November 9, 2026, under Regulation FD. It shows higher profit for the third quarter and nine months of 2026 and gives estimates for 2026 proforma revenue growth of 6%-8% and a low-to-mid 20% margin. For shareholders, the figures show continued profit growth, though the estimates are company projections and not guaranteed results.
GAAP net income was $3.2 million for the quarter ended September 30, 2026, versus $2.3 million a year earlier.
Nine-month GAAP net income was $7.4 million in 2026, versus $4.6 million in 2025; nine-month adjusted EBITDA was $24.3 million versus $22.7 million.
Estimates as of September 30, 2026 call for 2026 proforma revenue growth of 6%-8%.
Trailing twelve-month net revenue was $144.4 million and liquidity was $64.1 million as of September 30, 2026; net leverage ratio was 0.32x.
Summit Midstream reported third quarter 2026 net income of $15.9 million, compared with $5.0 million a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $250 million to $260 million from $235 million to $255 million. Common stock dividends remain suspended, and the company's total net leverage ratio was approximately 3.9x as of September 30, 2026.
Q3 2026 net income $15.9 million vs. $5.0 million in Q3 2025; diluted EPS $0.58 vs. a loss of $0.13
Total revenues $183.0 million vs. $146.9 million a year earlier; Adjusted EBITDA $70.7 million vs. $65.5 million
2026 Adjusted EBITDA guidance raised to $250 million to $260 million from $235 million to $255 million
Common stock dividends remain suspended; Series A Preferred dividend payable to holders of record on December 1, 2026
ZipRecruiter reported third quarter 2026 revenue of $124.4 million, up 8% year-over-year and above its $118 million to $124 million guidance range, and net income of $5.1 million compared with a net loss of $9.8 million a year earlier. The company raised its full-year 2026 revenue outlook to $468 million to $472 million, up 4% to 5%, from the flat outlook it gave at the start of the year.
Q3 2026 revenue was $124.4 million, up 8% year-over-year and 5% quarter-over-quarter; Adjusted EBITDA was $20.8 million, above the $13 million to $19 million guidance.
Q3 2026 net income was $5.1 million, a 4% net income margin, versus a net loss of $9.8 million in Q3 2025.
Full-year 2026 revenue outlook is $468 million to $472 million; full-year Adjusted EBITDA outlook is $61 million to $65 million.
Q4 2026 guidance calls for revenue of $118 million to $122 million and Adjusted EBITDA of $16 million to $20 million.
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
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
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.
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
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.
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.
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
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.
Guardian Pharmacy Services reported third-quarter 2026 results, with revenue of $371.1 million, down 2% year-over-year and including pricing decreases from the IRA, while net income rose to $19.1 million from $9.6 million. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals higher expected profitability for the year.
Q3 2026 revenue was $371.1 million, down 2% year-over-year; net income was $19.1 million versus $9.6 million a year earlier
Diluted EPS was $0.29 for the quarter versus $0.15 in the prior-year period; Adjusted EBITDA was $33.9 million, up 24%
Full-year 2026 guidance raised: revenue to $1.44 billion-$1.46 billion (from $1.43 billion-$1.45 billion) and Adjusted EBITDA to $136 million-$138 million (from $129 million-$131 million)
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.
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.
Xeris reported third quarter 2026 total revenue of $107.2 million, up 44% from a year earlier, with Recorlev net revenue up 93% to $71.5 million. The company raised its full-year 2026 total revenue guidance to $395 million-$405 million and its 2030 total revenue outlook to more than $1 billion, up from approximately $750 million. Shareholders also face a nine-month net loss of $17.6 million, driven by a one-time non-cash charge of about $30.8 million tied to the 2028 Convertible Notes exchange agreements.
Q3 2026 total revenue was $107.2 million, up 44% from $74.4 million; Recorlev net revenue was $71.5 million, up 93%.
Q3 2026 net income was $11.3 million, or $0.06 per diluted share, compared with $0.6 million a year earlier.
Full-year 2026 total revenue guidance raised to $395 million-$405 million.
Nine-month 2026 net loss was $17.6 million, including a one-time non-cash charge of about $30.8 million in the second quarter.
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.
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%
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.
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.
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
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.
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.
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
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
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.
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