AI filing briefs · archive

8-K filings in November 2026, explained

2,461 material Form 8-K filings that 2,078 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).

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274 of 2,461 briefs match

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Karyopharm files Chapter 11; existing common stock to be cancelled with no distribution

Negative restructuring Written later 1.011.032.032.047.018.01

Karyopharm Therapeutics and its subsidiary KPT Texas LLC filed voluntary Chapter 11 petitions on November 2, 2026, in the U.S. Bankruptcy Court for the Southern District of Texas, after a restructuring support agreement with lenders, noteholders and others. Under the proposed prepackaged plan, the company's existing common stock and Series A Convertible Preferred Stock would be cancelled, and holders would receive no distribution on those shares.

  • Petition Date was November 2, 2026; the company will operate as a debtor-in-possession under Court supervision.
  • Ayrmid Ltd. is the stalking horse bidder for a merger with the reorganized company, with bid protections of a 3% break-up fee and expense reimbursement capped at 1% of the Bid Protection Base.
  • Voting deadline on the prepackaged plan is November 30, 2026; the requested confirmation hearing is on or about January 11, 2027, subject to Court availability.
  • The Ayrmid term sheet contemplates a new senior secured term loan of up to $135 million, with up to $50 million of New Money DIP Loans to be repaid from its proceeds.
Read the filing on SEC.gov ↗
MERCMERCER INTERNATIONAL INC. Nov 2, 8:43 PM ET

Mercer International Inc. signs restructuring deals, plans Chapter 11 prepackaged plan

Negative restructuring Written later 1.017.01

On November 2, 2026, Mercer International Inc. entered restructuring support agreements with holders of about 87% of its Senior Notes and about 50% of its existing equity interests, and expects to begin prepackaged Chapter 11 cases in the Southern District of Texas. The plan would exchange approximately $1.1 billion of Senior Notes for equity and provide $400 million of new money through a fully backstopped rights offering. Existing common stock will be cancelled, and shareholders are expected to receive 8.5% of the new common stock and 3.5% of the new convertible preferred stock, leaving current holders with a small share of the reorganized company.

  • Consenting senior noteholders hold about 87% of the Senior Notes; consenting equityholders hold about 50% of existing equity interests.
  • Chapter 11 cases are to commence no later than November 9, 2026, and the plan is to become effective no later than December 31, 2026.
  • Existing common stock will be cancelled; holders are expected to receive 8.5% of new common stock and 3.5% of new convertible preferred stock.
  • The $400 million rights offering is fully backstopped; Nasdaq is expected to delist the common stock after Chapter 11 cases begin.
Read the filing on SEC.gov ↗

SmartStop Self Storage REIT declares November 2026 monthly dividend of $0.13150685 per share

Neutral shareholder Written later 8.01

SmartStop Self Storage REIT's Board declared a monthly dividend for November 2026 reflecting a targeted annualized dividend of $1.60 per share. The dividend is payable December 15, 2026, to stockholders of record as of November 30, 2026, and is a routine recurring distribution.

  • Monthly dividend of $0.13150685 per share on common stock
  • Targeted annualized dividend of $1.60 per share
  • Record date November 30, 2026; payment date December 15, 2026
Read the filing on SEC.gov ↗
AROCArchrock, Inc. Nov 2, 7:41 PM ET

Archrock Q3 revenue falls to $370.8 million; net income rises to $84.5 million

Mixed earnings 2.02

Archrock reported third quarter 2026 revenue of $370.8 million, down from $382.4 million a year earlier, while net income rose to $84.5 million and EPS to $0.48 from $0.40. The company reaffirmed full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million and declared a $0.23 quarterly dividend, about 10% higher than a year earlier, while no shares were repurchased in the quarter.

  • Revenue was $370.8 million versus $382.4 million in Q3 2025; aftermarket services revenue fell to $39.7 million from $56.2 million.
  • Net income was $84.5 million, or $0.48 per share, versus $71.2 million, or $0.40 per share, a year earlier; the prior-year period included a $4.7 million asset impairment.
  • Adjusted EBITDA was $228.4 million versus $220.9 million; full-year 2026 Adjusted EBITDA guidance of $865 million to $885 million was reaffirmed.
  • Quarterly dividend of $0.23 per share is payable November 10, 2026, to holders of record on November 3, 2026; $113.2 million remained under the buyback authorization.
Read the filing on SEC.gov ↗
CRVLCORVEL CORP Nov 2, 7:30 PM ET

CorVel Q2 revenue rises 11% to $267 million; diluted EPS up 24% to $0.67

Positive earnings 2.02

CorVel reported results for the three months ended September 30, 2026, with revenue of $267 million, up from $240 million a year earlier, and diluted earnings per share of $0.67, up from $0.54. For the six months, revenue was $527 million and diluted EPS was $1.31, compared with $474 million and $1.06 a year earlier, and the company reported no borrowings at quarter end.

  • Quarter revenue of $267 million rose 11%; gross profit of $72.3 million, a 27% gross margin, compared with $58.2 million a year earlier
  • Quarter net income was $34.1 million, compared with $27.9 million in the prior-year quarter
  • Six-month revenue of $527 million and diluted EPS of $1.31, compared with $474 million and $1.06 a year earlier
  • Cash of $270 million and no borrowings at September 30, 2026; the company repurchased $18.1 million of common stock during the quarter
Read the filing on SEC.gov ↗

Midland States Bancorp declares $0.33 quarterly common dividend, payable November 20

Neutral shareholder Written later 8.01

Midland States Bancorp, Inc. (MSBI) announced on November 2, 2026 that its Board declared a quarterly common stock dividend of $0.33 per share, payable November 20, 2026 to holders of record on November 13, 2026. The Board also declared a $0.4844 per depository share dividend on its 7.75% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A, with a record date of December 15, 2026. The filing contains a payment-date discrepancy for the preferred dividend, which is listed as September 30, 2026 in the 8-K and December 30, 2026 in the press release.

  • Common stock dividend of $0.33 per share, payable November 20, 2026, to shareholders of record as of November 13, 2026
  • Preferred stock dividend of $0.4844 per depository share on the 7.75% Series A preferred, with a record date of December 15, 2026
  • The 8-K gives a September 30, 2026 payment date for the preferred dividend, while the press release gives December 30, 2026
Read the filing on SEC.gov ↗
LPXLOUISIANA-PACIFIC CORP Nov 2, 7:22 PM ET

LP Building Solutions Q3 net income rises to $23 million from $9 million

Mixed earnings 2.02

Louisiana-Pacific reported third-quarter 2026 net sales of $691 million, up from $663 million a year earlier, and net income of $23 million, up from $9 million. Nine-month net sales fell to $1.93 billion from $2.14 billion and net income fell to $76 million from $154 million, and the company guided to full-year 2026 consolidated Adjusted EBITDA of $270 million to $280 million.

  • Q3 2026 net sales were $691 million versus $663 million; diluted EPS was $0.32 versus $0.13.
  • Nine-month 2026 net sales were $1.93 billion versus $2.14 billion; net income was $76 million versus $154 million.
  • Full-year 2026 guidance: consolidated Adjusted EBITDA of $270-280 million and Siding net sales of $1.66-1.67 billion, about a 1% decline.
  • Q3 2026 Adjusted EBITDA was $82 million, flat year over year; Q3 operating cash flow was $112 million.
Read the filing on SEC.gov ↗

Starlink AI agrees to merge with Spider Digital in $250 million deal

Neutral m&a Written later 1.017.018.01

Starlink AI Acquisition Corp (OTAI), a blank check company, signed a business combination agreement on October 30, 2026 with Singapore-based Spider Digital Technology, a cryptocurrency mining pool operator. Spider Digital is valued at $250 million, and the transaction would take it public through a new holding company, PubCo, expected to list on the New York Stock Exchange. The deal requires approval from both companies' shareholders and an effective Form F-4 registration statement, so shareholders will have a vote on it.

  • Spider Digital valued at $250 million; about 25,000,000 PubCo ordinary shares to be issued to Spider Digital shareholders
  • OTAI units separate into shares and rights; each four rights convert into one PubCo share
  • PubCo board of five directors, chaired by Spider Digital founder Chen Hua, with one seat designated by the sponsor JKapital Ltd.
  • If the deal terminates due to certain Spider Digital breaches or a failed Spider Digital shareholder vote, Spider Digital reimburses up to $500,000 of expenses
Read the filing on SEC.gov ↗
ALGTAllegiant Travel CO Nov 2, 6:41 PM ET

Allegiant reports pro forma 2025 revenue of $3.67 billion with Sun Country included

Neutral other 7.01

Allegiant Travel Company filed unaudited pro forma financial information showing its results as if its May 13, 2026 acquisition of Sun Country Airlines had closed on January 1, 2025. The filing covers six quarters from March 31, 2025 through June 30, 2026 and the full year 2025, and is furnished under Regulation FD rather than filed. For shareholders, it gives a combined baseline for comparing future results but does not report new actual results.

  • Pro forma total operating revenues for the year ended December 31, 2025 were $3.67 billion, compared with $2.61 billion reported by Allegiant alone.
  • Pro forma net income for 2025 was $47.7 million, compared with a reported net loss of $44.7 million for Allegiant.
  • Pro forma adjusted EBITDA for 2025 was $641.9 million.
  • The pro forma figures exclude expected synergies and integration costs, and the purchase price allocation remains provisional until May 13, 2027.
Read the filing on SEC.gov ↗
BBTXBambusa Therapeutics, Inc. Nov 2, 6:19 PM ET

Bambusa Therapeutics adopts new charter and bylaws as IPO completes on November 2, 2026

Neutral shareholder Written later 5.037.01

Bambusa Therapeutics filed an amended and restated certificate of incorporation with Delaware and adopted amended and restated bylaws on November 2, 2026, in connection with completing its initial public offering. The filing describes these governing documents by reference to its October 30, 2026 prospectus and attaches the full texts as exhibits.

  • Restated certificate of incorporation filed with the Delaware Secretary of State on November 2, 2026 (Exhibit 3.1)
  • Restated bylaws adopted effective November 2, 2026 (Exhibit 3.2)
  • Terms described in the prospectus filed October 30, 2026 under Registration Statement on Form S-1 (File No. 333-299405)
  • Filing also includes a Regulation FD notice that the company may use its website, social media and other channels to share material information
Read the filing on SEC.gov ↗
PLOWDOUGLAS DYNAMICS, INC Nov 2, 6:11 PM ET

Douglas Dynamics Q3 net sales rise 35% to $218.0 million; net income up 166%

Positive earnings Written later 2.02

Douglas Dynamics reported third-quarter 2026 net sales of $218.0 million, up 35%, and net income of $21.2 million, up 166%, with diluted EPS of $0.89 versus $0.33. The company raised the low end of its 2026 guidance ranges, with adjusted diluted EPS now expected at $3.00 to $3.40, up from $2.90 to $3.40. Net cash used in operating activities widened to $47.5 million for the first nine months, due to higher working capital.

  • Q3 net sales $218.0 million versus $162.1 million a year earlier; Work Truck Attachments sales rose 78% to $121.5 million.
  • Q3 diluted EPS $0.89 versus $0.33; adjusted diluted EPS $0.98 versus $0.40.
  • 2026 adjusted diluted EPS guidance low end raised to $3.00 from $2.90; high end unchanged at $3.40.
  • Work Truck Solutions Q3 net sales rose 3% to $96.5 million, while adjusted EBITDA fell to $7.8 million from $9.6 million.
Read the filing on SEC.gov ↗
BSMBlack Stone Minerals, L.P. Nov 2, 5:54 PM ET

Black Stone Minerals Q3 net income falls to $52.4M; distribution rises 9% to $0.35

Mixed earnings Written later 2.02

Black Stone Minerals reported third quarter 2026 results with net income of $52.4 million, down from $91.7 million a year earlier, as a $30.2 million loss on commodity derivatives reduced total revenue to $99.7 million. Adjusted EBITDA rose to $104.1 million from $88.1 million, and the board approved a $0.35 per unit distribution, up 9% from the prior quarter, payable November 13, 2026.

  • Net income was $52.4 million for Q3 2026, compared with $91.7 million in Q3 2025 and $106.4 million in Q2 2026.
  • Adjusted EBITDA was $104.1 million, compared with $88.1 million in Q3 2025; distributable cash flow was $93.0 million.
  • Distribution of $0.35 per common unit, with coverage of approximately 1.25x; record date November 6, 2026.
  • In October 2026, the Caturus development agreement was amended to expand the contract area by 730,000 gross acres to 950,000 gross acres.
Read the filing on SEC.gov ↗
LDOSLeidos Holdings, Inc. Nov 2, 5:38 PM ET

Leidos Reports Third Quarter 2026 Results and Raises Full-Year Guidance

Positive guidance 2.02

Leidos Holdings, Inc. reported third quarter 2026 revenue of $4.63 billion and net income of $413 million, reflecting year-over-year revenue growth of 4%. Following strong quarterly performance, the company raised its full-year 2026 guidance for non-GAAP diluted EPS to a range of $12.50 to $12.70. Shareholders benefit from raised earnings expectations and increased quarterly cash dividends.

  • Revenues reached $4.63 billion for the third quarter ended October 2, 2026, up 4% year-over-year.
  • Non-GAAP diluted earnings per share grew 19% year-over-year to $3.62.
  • Full-year 2026 non-GAAP diluted EPS guidance was raised to $12.50 to $12.70.
  • Quarterly cash dividend was increased by 4.7% to $0.45 per share, payable on December 31, 2026.
Read the filing on SEC.gov ↗
TVGNTevogen Inc. Nov 2, 5:31 PM ET

Tevogen amends $36.0 million loan, repays $7.4 million principal in shares

Mixed financing Written later 1.012.033.025.02

Tevogen amended its loan agreement with The Patel Family, LLP, extending the borrowing window to May 31, 2029 and fixing a $7.40 per-share price for share-based repayments. On November 2, 2026, the company repaid the entire $7.4 million principal balance and $177,880 of accrued interest by issuing 1,000,000 principal shares and 23,733 interest shares, eliminating all loan liabilities. The filing also grants CEO Ryan Saadi a 50,000,000-share restricted award that vests only if Tevogen reaches $1.0 billion in aggregate revenue by December 31, 2031.

  • Loan amended October 27, 2026; borrowing window extended from May 31, 2027 to May 31, 2029; up to $28.6 million remaining available
  • November 2, 2026: $7.4 million principal and $177,880 interest repaid in 1,000,000 principal shares and 23,733 interest shares
  • CEO Ryan Saadi granted 50,000,000 restricted shares, vesting only if $1.0 billion aggregate revenue is certified by December 31, 2031
  • Filing states Saadi held approximately 90.9% of voting power after the grant and repayment
Read the filing on SEC.gov ↗

MAA Prices $350 Million 5.350% Senior Notes Due 2031 Offering

Neutral financing 7.018.01

Mid-America Apartment Communities' operating partnership priced a $350 million offering of 5.350% senior unsecured notes due December 15, 2031, at 99.584% of principal. Net proceeds are intended to repay amounts under its revolving credit facility and commercial paper program and for general corporate purposes, with closing expected November 12, 2026. The filing reports no earnings or guidance changes.

  • Offering size: $350,000,000 aggregate principal amount of 5.350% senior unsecured notes due December 15, 2031
  • Issue price: 99.584% of principal amount
  • Expected closing: November 12, 2026, subject to customary closing conditions
  • Use of proceeds: repay revolving credit facility and commercial paper borrowings, plus general corporate purposes
Read the filing on SEC.gov ↗

SAIC prices upsized $500 million senior notes due 2034 to redeem 2028 notes

Neutral financing 8.01

Science Applications International Corp. priced a private offering of $500 million in 6.75% senior notes due 2034, upsized from the $400 million it first announced, at 100% of principal. The company plans to use the net proceeds to redeem all of its outstanding 4.875% Senior Notes due 2028, which refinances existing debt and does not change the company's reported results. The offering is expected to close on or about November 13, 2026, subject to customary closing conditions.

  • Priced $500 million of 6.75% senior notes due 2034 at 100% of principal, up from the $400 million announced at launch
  • Net proceeds to redeem all outstanding 4.875% Senior Notes due 2028, with any remainder for general corporate purposes
  • Redemption of the 2028 Notes is conditioned on closing of the offering
  • Closing expected on or about November 13, 2026
Read the filing on SEC.gov ↗

Empire State Realty Trust Q3 Core FFO falls to $0.20; 2026 outlook raised

Mixed earnings Written later 2.027.01

Empire State Realty Trust reported third-quarter 2026 diluted earnings of $0.02 per share, down from $0.05 a year earlier, and Core FFO of $0.20 per share, down from $0.23. The company raised its 2026 Core FFO range to $0.77 to $0.80 per share from $0.75 to $0.79, citing the $217.5 million sale of 1359 Broadway and $85.8 million of share repurchases since the second-quarter call.

  • Q3 2026 total revenues were $193.1 million, compared with $197.7 million in Q3 2025; Observatory revenue fell to $26.8 million from $36.0 million.
  • Q3 2026 diluted EPS was $0.02 versus $0.05; diluted Core FFO per share was $0.20 versus $0.23.
  • 2026 Core FFO per share guidance was raised to $0.77 to $0.80 from $0.75 to $0.79.
  • Nine-month 2026 net loss per diluted share was $(0.13), including a $166.1 million goodwill impairment charge.
Read the filing on SEC.gov ↗
CCXIAgility Robotics, Inc. Nov 2, 5:26 PM ET

Agility Robotics: Churchill XI shareholders approve business combination

Mixed m&a Written later 5.077.018.01

Shareholders of Churchill Capital Corp XI approved the business combination with Agility Robotics, Inc. at an extraordinary general meeting on November 2, 2026. Holders of 25,451,804 Class A shares, about 61.5% of those outstanding, redeemed for trust funds, removing approximately $261.8 million from the trust account, so expected gross capital is about $465.1 million before transaction expenses.

  • Business Combination Proposal: 21,069,042 shares voted for, 1,334,087 against and 2,623,822 abstained.
  • Redemptions: 25,451,804 Class A shares (about 61.5%), removing approximately $261.8 million from the trust account.
  • Expected gross capital of about $465.1 million, including $201.0 million from the PIPE and $100 million of equity already received.
  • Closing expected November 4, 2026; common stock expected to trade on Nasdaq as AGLT on November 5, 2026.
Read the filing on SEC.gov ↗
AZIOAZIO AI HOLDINGS, INC. Nov 2, 5:26 PM ET

Azio AI adjourns annual meeting to November 13 after lacking quorum

Neutral shareholder Written later 8.01

Azio AI Holdings opened its 2026 Annual Meeting of Stockholders on November 2, 2026, but adjourned it without any proposals being voted on because a quorum was not reached. The meeting will reconvene on November 13, 2026, and stockholders can still vote online until then, so shareholders who have not yet voted need to act to help the company reach quorum.

  • Annual Meeting adjourned to November 13, 2026, at 9:00 a.m. Pacific Time due to lack of quorum
  • Record date remains September 10, 2026; votes received before the adjourned meeting closes will be accepted
  • Stockholders who have not voted are encouraged to vote by November 12, 2026, at 11:59 p.m. Eastern Time
  • Company engaged proxy solicitor InvestorCom LLC, with estimated fees of approximately $12,500 plus expenses
Read the filing on SEC.gov ↗
AGPUAXE COMPUTE INC. Nov 2, 5:26 PM ET

Axe Compute: Three directors resign, including Chairman Nuzum; CEO Miglino becomes Chair

Neutral leadership Written later 5.02

Three Axe Compute directors, including Chairman Charles L. Nuzum, resigned from the Board effective October 27, 2026, and the company said the resignations were not due to any disagreement over its operations, policies or practices. The Board now has four directors and three vacancies, and CEO Christopher Miglino was appointed Chair effective November 1, 2026, succeeding Mr. Nuzum. Shareholders face a smaller Board while it searches for new directors, and the departing directors are receiving consulting agreements tied to the divestiture of the Helomics business.

  • Charles L. Nuzum, Daniel E. Handley and Gregory S. St. Clair resigned from the Board and all committees effective October 27, 2026.
  • The Board now has four directors, three of whom are Nasdaq-independent, and three vacancies.
  • Christopher Miglino, CEO and a director, was appointed Chair effective November 1, 2026, with no additional compensation.
  • Handley will receive a $120,000 cash payment; Nuzum and St. Clair will each receive restricted stock valued at $150,000 that vests six months after their consulting agreement's effective date.
Read the filing on SEC.gov ↗
RIBBRibbon Acquisition Corp. Nov 2, 5:25 PM ET

Ribbon Acquisition Corp. receives Nasdaq notice for market value of listed securities shortfall

Negative legal/regulatory Written later 3.01

Ribbon Acquisition Corp. received a Nasdaq notice on October 30, 2026, saying its market value of listed securities has been below the $35 million minimum for 30 consecutive business days. The company has until April 28, 2027 to regain compliance, and its RIBB shares continue to trade on the Nasdaq Capital Market for now, but failing to regain compliance could lead to delisting.

  • Nasdaq notice dated October 30, 2026; MVLS below $35,000,000 from September 18, 2026 through October 29, 2026
  • Compliance deadline is April 28, 2027; MVLS must close at $35,000,000 or more for at least 10 consecutive business days
  • Company does not meet Nasdaq's alternative stockholders' equity or net income requirements
  • Shares continue to trade under RIBB; the company says it will monitor MVLS and evaluate options
Read the filing on SEC.gov ↗
SINDSinda Ltd. Nov 2, 5:22 PM ET

Sinda Ltd. reports Q3 2026 results; cash of $305.6 million at September 30

Neutral earnings Written later 2.02

Sinda Ltd. reported third quarter 2026 results and filed its Form 10-Q, focusing on drilling, exploration and site preparation at its Mexican silver-gold project. The release gives $305.6 million in cash and cash equivalents as of September 30, 2026, and says the company is fully funded for its exploration program and underground decline, but it does not report revenue or profit figures.

  • Phase 2 drilling completed approximately 31,150 meters in Q3 2026 using 18 rigs
  • Cash and cash equivalents totaled $305.6 million as of September 30, 2026
  • Exploration decline budgeted at approximately $98 million over three and a half years; site preparation expected to finish in Q4 2026
  • Updated Mineral Resource Estimate targeted for completion by year-end 2026
Read the filing on SEC.gov ↗
WMBWILLIAMS COMPANIES, INC. Nov 2, 5:20 PM ET

Williams Companies files prospectus for resale of up to 26,874,496 common shares

Neutral shareholder 8.01

Williams Companies filed a prospectus supplement covering the resale by selling securityholders of up to 26,874,496 shares of its common stock. The company does not receive proceeds from these resales, and the filing is a routine registration step that adds to the number of shares that may be sold into the market.

  • Up to 26,874,496 shares of common stock, par value $1.00 per share, covered by the prospectus supplement filed November 2, 2026
  • Shares are being resold by selling securityholders under Form S-3 registration statement File No. 333-299764
  • Davis Polk & Wardwell LLP opinion on share validity filed as Exhibit 5.1
Read the filing on SEC.gov ↗
BWENBROADWIND, INC. Nov 2, 5:16 PM ET

Broadwind Completes MCM Acquisition for $18 Million Base Price, Plus Up to $7 Million Earnout

Mixed m&a Written later 1.012.012.037.01

On October 30, 2026, Broadwind completed its acquisition of 100% of MCM Acquisition Company, an Alabama precision metal component manufacturer, paying about $21.5 million in cash at closing, including $3.5 million placed in escrow. The deal was financed with cash on hand and advances under Broadwind's credit facility, which was amended to increase the term loan, extend maturity to January 1, 2028, and raise the term loan margin to 2.75% from 2.50%. Pro forma net debt to trailing adjusted EBITDA is about 3.7x, and shareholders will weigh the added debt against the company's expectation that the deal is accretive.

  • Base purchase price of $18.0 million plus up to $7.0 million in contingent consideration tied to post-closing performance targets; about $21.5 million paid in cash at closing
  • MCM generated trailing twelve-month revenue of about $16.5 million and adjusted EBITDA of about $3.7 million through June 30, 2026, according to the press release
  • Credit agreement amended October 30, 2026: term loan increased by about $1.8 million, maturity extended to January 1, 2028, and term loan SOFR margin raised to 2.75% from 2.50%
  • Pro forma net debt to trailing adjusted EBITDA about 3.7x as of June 30, 2026; company plans to reduce it to 2.0x or less by year-end 2028
Read the filing on SEC.gov ↗
PAYCPaycom Software, Inc. Nov 2, 5:10 PM ET

Paycom declares $0.375 quarterly dividend payable December 7, 2026

Neutral shareholder 8.01

Paycom Software's Board of Directors declared a regular quarterly cash dividend of $0.375 per share, payable December 7, 2026, to holders of record as of November 23, 2026. The filing is a routine capital return announcement and does not include new financial results, guidance, or changes to the dividend policy beyond this quarter.

  • Quarterly cash dividend of $0.375 per share of common stock declared November 2, 2026
  • Payment date is December 7, 2026
  • Record date is the close of business on November 23, 2026
Read the filing on SEC.gov ↗
TTITETRA TECHNOLOGIES INC Nov 2, 5:09 PM ET

TETRA Technologies Q3 revenue rises 10% to $168.0 million; net income $6.8 million

Positive earnings Written later 2.02

TETRA Technologies reported third-quarter 2026 revenue of $168.0 million, up from $153.2 million a year earlier, and net income of $6.8 million, or $0.05 per diluted share, compared with $4.2 million, or $0.03, in the prior-year quarter. Adjusted EBITDA was $25.1 million, roughly flat year over year and down from $31.9 million in the second quarter, and the company expects fourth-quarter 2026 revenue and adjusted EBITDA to rise by double digits year over year.

  • Q3 2026 revenue of $168.0 million, up from $153.2 million a year earlier but down from $185.7 million in Q2 2026
  • Net income of $6.8 million, or $0.05 per diluted share, versus $4.2 million, or $0.03, in Q3 2025; adjusted net income per share was $0.06 versus $0.04
  • Adjusted EBITDA of $25.1 million, compared with $25.0 million a year earlier and $31.9 million in Q2 2026
  • Company expects Q4 2026 revenue and adjusted EBITDA up double digits year over year and 2027 revenue and adjusted EBITDA to increase relative to 2026
Read the filing on SEC.gov ↗
CALXCALIX, INC Nov 2, 5:07 PM ET

Calix Q3 revenue rises 14% to $301.7 million; Q4 revenue guided to $311M-$317M

Positive earnings 2.02

Calix reported third-quarter 2026 revenue of $301.7 million, up 14% from a year earlier, with non-GAAP earnings of $0.44 per diluted share, within its guidance range. The company expects fourth-quarter revenue of $311 million to $317 million and full-year 2026 revenue growth of about 19%, but GAAP gross margin fell 400 basis points year over year due to higher memory costs.

  • Q3 2026 revenue was $301.7 million, up 3% sequentially and 14% year over year; non-GAAP gross margin was 53.5%, down 420 basis points from a year earlier.
  • GAAP net income was $10.2 million, down $5.4 million year over year; GAAP diluted EPS was $0.16 versus non-GAAP EPS of $0.44.
  • Q4 2026 guidance: revenue of $311 million to $317 million and non-GAAP EPS of $0.41 to $0.49.
  • In October 2026 the board increased the repurchase authorization by $100 million; $50.0 million was repurchased in Q3, leaving $144 million remaining.
Read the filing on SEC.gov ↗
CBTCABOT CORP Nov 2, 5:07 PM ET

Cabot Q4 diluted EPS rises to $1.25 but adjusted EPS falls to $1.61

Mixed earnings 2.02

Cabot reported fiscal fourth-quarter 2026 net sales of $1,009 million, up from $899 million, and diluted EPS of $1.25, up from $0.79. Adjusted EPS fell to $1.61 from $1.70, and full-year adjusted EPS fell to $6.42 from $7.25. The company guided fiscal 2027 Adjusted EPS to $6.15 to $6.75 and said Erica McLaughlin is taking over as CEO.

  • Q4 net sales $1,009 million vs. $899 million; diluted EPS $1.25 vs. $0.79; adjusted EPS $1.61 vs. $1.70
  • Reinforcement Materials Q4 EBIT fell $32 million to $87 million; Performance Chemicals Q4 EBIT rose $18 million to $60 million
  • Fiscal 2027 Adjusted EPS guidance of $6.15 to $6.75, compared with $6.42 for fiscal 2026
  • Erica McLaughlin is taking on the role of CEO; company signed a $50 million U.S. Department of Energy grant agreement for battery materials expansion
Read the filing on SEC.gov ↗
BLNKBlink Charging Co. Nov 2, 5:07 PM ET

Blink Charging Co. to change name to Blink Energy Co. under Nevada amendment

Neutral shareholder Written later 5.025.03

Blink Charging Co. filed a certificate of amendment on October 27, 2026 with the Nevada Secretary of State to change its name to Blink Energy Co. The company is awaiting Nevada's confirmation of the effective date, and it amended its bylaws, 2018 Incentive Compensation Plan and other governance documents to reflect the new name. The filing describes an administrative name change with no stated financial impact, though shareholders will see a new corporate name once it takes effect.

  • Certificate of Amendment filed with Nevada on October 27, 2026 to change the name to Blink Energy Co.
  • Effective date of the name change is pending Nevada confirmation.
  • Amended bylaws and 2018 Incentive Compensation Plan will be filed with the Form 10-K for the fiscal year ending December 31, 2026.
  • Filing is signed by CFO Michael Bercovich and dated November 2, 2026.
Read the filing on SEC.gov ↗
HCAHCA Healthcare, Inc. Nov 2, 5:04 PM ET

HCA Healthcare announces proposed senior notes offering by subsidiary HCA Inc.

Neutral financing 8.01

HCA Healthcare's wholly owned subsidiary, HCA Inc., proposed a public offering of senior unsecured notes on November 2, 2026, with terms to depend on market conditions. The subsidiary also gave notice it will redeem all $1.200 billion of its 4.500% senior notes due February 2027 on December 2, 2026, conditioned on receiving offering proceeds, which may also repay commercial paper and credit facility borrowings.

  • Proposed offering of senior unsecured notes by HCA Inc.; maturity, interest rate and principal amount not yet set
  • Notice given November 2, 2026 to redeem all $1.200 billion of 4.500% senior notes due February 2027 on December 2, 2026
  • Net proceeds may be used for general corporate purposes, including the redemption, repaying up to $8.000 billion commercial paper program borrowings, and repaying senior unsecured credit facility borrowings
Read the filing on SEC.gov ↗
BXBlackstone Inc. Nov 2, 5:00 PM ET

Blackstone completes $1.1 billion senior notes offering due 2031 and 2033

Neutral financing 1.012.038.01

Blackstone's subsidiary Blackstone Reg Finance Co. L.L.C. completed a $1.1 billion offering of senior notes, with $600 million of 5.650% notes due 2031 and $500 million of 5.900% notes due 2033. The notes are fully guaranteed by Blackstone Inc. and several of its subsidiaries, so they add to the group's debt obligations, and the company says the proceeds will fund general corporate purposes.

  • $600 million of 5.650% senior notes mature November 3, 2031
  • $500 million of 5.900% senior notes mature November 3, 2033
  • Interest is payable semiannually on May 3 and November 3, starting May 3, 2027
  • Blackstone intends to use the proceeds for general corporate purposes
Read the filing on SEC.gov ↗
LVOLiveOne, Inc. Nov 2, 5:00 PM ET

LiveOne director Ramin Arani resigns from board and Audit Committee

Neutral leadership Written later 5.02

LiveOne, Inc. disclosed that director Ramin Arani resigned from its board of directors effective October 27, 2026, citing personal reasons. The company says the resignation did not result from any disagreement over its operations, policies or practices. The filing says the company expects existing independent directors to join the Audit Committee and will search for a new board candidate.

  • Ramin Arani resigned from the board effective October 27, 2026, for personal reasons.
  • Arani served on the Audit Committee at the time of his resignation.
  • The company says the resignation was not due to any disagreement with the company.
  • The company anticipates appointing existing independent directors to the Audit Committee and will search for a replacement.
Read the filing on SEC.gov ↗
PODCPodcastOne, Inc. Nov 2, 5:00 PM ET

PodcastOne director Ramin Arani resigns from board for personal reasons

Neutral leadership Written later 5.02

PodcastOne director Ramin Arani resigned from the board effective October 27, 2026, citing personal reasons and stating no disagreement with the company on operations, policies or practices. He had served on the Audit, Compensation and Nominating committees, and the company plans to fill those seats with existing independent directors and to search for a new board candidate.

  • Resignation notified and effective October 27, 2026, for personal reasons
  • Mr. Arani held seats on the Audit, Compensation and Nominating committees
  • Filing states no disagreement with the company on operations, policies or practices
  • Company anticipates appointing existing independent directors and launching a search for a new candidate
Read the filing on SEC.gov ↗
CBCCentral Bancompany, Inc. Nov 2, 5:00 PM ET

Central Bancompany raises quarterly dividend to $0.14 per share from $0.12

Positive shareholder Written later 8.01

The board of Central Bancompany, Inc. declared a regular quarterly cash dividend of $0.14 per common share, up from $0.12 in the prior quarter. The dividend is payable December 1, 2026, to stockholders of record at the close of business on November 20, 2026, and equates to $0.56 on an annualized basis, which means shareholders would receive a higher cash payout per share than in the prior quarter.

  • Quarterly cash dividend of $0.14 per common share, up from $0.12 in the prior quarter
  • Annualized dividend equals $0.56 per common share
  • Payable December 1, 2026 to holders of record as of November 20, 2026
  • Declared by the Board of Directors on November 2, 2026
Read the filing on SEC.gov ↗
SRSPIRE INC Nov 2, 4:54 PM ET

Spire Missouri seeks $228 million revenue increase in Missouri gas rate case

Neutral legal/regulatory 8.01

Spire Missouri filed a general rate case with the Missouri Public Service Commission on November 2, 2026, requesting a total revenue requirement increase of $228 million. The filing is based on an average fiscal 2028 future test year rate base of $5.1 billion, and the commission has 11 months to review it, with new rates expected by October 2027. For shareholders, the outcome will determine how much of the utility's infrastructure investment is recovered through customer rates.

  • Total requested revenue increase of $228 million, including $57 million through the Infrastructure System Replacement Surcharge and $171 million in net new revenues
  • Proposed rates are based on an average fiscal 2028 future test year rate base of $5.1 billion, assuming a 55.0% common equity ratio and 10.5% return on equity
  • Company estimates the average residential bill would rise about $10 per month (11%) in western Missouri and about $13 per month (15%) in eastern Missouri if approved as filed
  • Missouri Public Service Commission has 11 months to consider the filing; new rates expected to be effective by October 2027
Read the filing on SEC.gov ↗

Atlas Energy Solutions Q3 revenue rises to $267.8 million; net loss widens to $45.1 million

Mixed earnings 2.027.01

Atlas Energy Solutions reported third quarter 2026 results on November 2, 2026. Revenue rose from a year earlier, but the net loss widened and Adjusted EBITDA fell, and the company guided fourth quarter Adjusted EBITDA to $40 million to $50 million. Management said it held sand pricing in the quarter, which reduced sales volumes, and expects sequential improvement in the fourth quarter.

  • Revenue was $267.8 million, up from $259.6 million a year earlier and down from $293.2 million in the second quarter of 2026.
  • Net loss was $45.1 million, or $0.36 per share, compared with a $23.7 million loss, or $0.19 per share, a year earlier.
  • Adjusted EBITDA was $30.3 million, compared with $41.6 million a year earlier; fourth quarter 2026 Adjusted EBITDA guidance is $40 million to $50 million.
  • The company completed a $424.0 million senior secured bridge facility after quarter end; estimated total liquidity was $499.4 million as of October 23, 2026.
Read the filing on SEC.gov ↗

Innovative Industrial Properties Q3 2026 AFFO rises to $1.96 per share from $1.71

Positive earnings 2.027.01

Innovative Industrial Properties reported third quarter 2026 total revenues of $64.9 million, up 0.4% from $64.7 million a year earlier, and diluted net income attributable to common stockholders of $0.99 per share, up from $0.97. Adjusted funds from operations (AFFO) rose to $54.8 million, or $1.96 per share, from $1.71, and the company declared a $1.90 per share dividend, but the filing also shows tenant defaults and lease terminations that the company has been working to re-lease.

  • Total revenues of $64.9 million vs. $64.7 million in the third quarter of 2025; net income attributable to common stockholders of $28.7 million, or $0.99 per diluted share
  • AFFO of $54.8 million, or $1.96 per share, vs. $1.71 per share a year earlier
  • Declared third quarter 2026 dividend of $1.90 per common share, paid October 15, 2026
  • In September 2026, the company entered into a $245.0 million mezzanine loan commitment for Alewife Park, funding approximately $111.0 million at closing
Read the filing on SEC.gov ↗
INUVInuvo, Inc. Nov 2, 4:49 PM ET

Inuvo exchanges $1.2 million of note into $1.308 million A-2 note with Streeterville

Negative financing Written later 1.012.03

On October 27, 2026, Inuvo exchanged $1.2 million of principal on its Secured Promissory Note B for a Secured Promissory Note A-2 with a principal amount of $1,308,000, held by Streeterville Capital, LLC. The new note carries 9.00% interest, is due June 29, 2028, and lets the lender demand cash redemptions from March 2027 and, from December 29, 2026, when the share price is at least 10% above the NYSE Minimum Price. Trigger events can increase the balance and lead to default with a rate of up to 15%, which adds cost and repayment pressure for shareholders.

  • A-2 note principal of $1,308,000, due June 29, 2028, at 9.00% annual interest
  • Lender may redeem up to $750,000 per calendar month starting March 29, 2027
  • Limited Redemptions up to 8% of cumulative daily dollar trading volume may begin December 29, 2026, if shares trade at least 10% above the NYSE Minimum Price
  • Major and minor trigger events can raise the balance by 10% and 5%; uncured events can become defaults with a rate of up to 15%
Read the filing on SEC.gov ↗
ASPEAspen Neuroscience, Inc. Nov 2, 4:49 PM ET

Aspen Neuroscience completes $140.6 million IPO at $15.00 per share

Neutral financing Written later 5.038.01

Aspen Neuroscience, Inc. completed its initial public offering on November 2, 2026, selling 9,375,000 shares of common stock at $15.00 per share. The company said gross proceeds were approximately $140.6 million, before underwriting discounts, commissions and offering expenses. Its amended and restated certificate of incorporation and bylaws also took effect on the same date.

  • IPO of 9,375,000 common shares at $15.00 per share, completed November 2, 2026
  • Gross proceeds of approximately $140.6 million, before underwriting discounts and offering expenses
  • Amended and restated certificate of incorporation and bylaws became effective at closing
  • Registration Statement on Form S-1 was filed October 9, 2026; final prospectus filed October 30, 2026
Read the filing on SEC.gov ↗
UMHUMH PROPERTIES, INC. Nov 2, 4:45 PM ET

UMH Properties swings to Q3 net loss of $2.1 million as revenue rises 11%

Mixed earnings Written later 2.027.01

UMH Properties reported third-quarter 2026 total income of $74.1 million, up 11%, but a net loss attributable to common shareholders of $2.1 million, or $0.02 per diluted share, compared with net income of $4.2 million a year earlier. Normalized FFO rose 4% to $22.1 million, or $0.26 per diluted share, and the company narrowed its full-year 2026 normalized FFO per share guidance to $0.99 to $1.03.

  • Total income of $74.1 million for the quarter ended September 30, 2026, up from $66.9 million a year earlier.
  • Net loss attributable to common shareholders of $2.1 million, or $0.02 per diluted share, versus net income of $4.2 million, or $0.05 per share, in the prior-year quarter.
  • Normalized FFO of $22.1 million, or $0.26 per diluted share, up from $0.25 a year earlier.
  • Full-year 2026 normalized FFO guidance tightened to $0.99 to $1.03 per share, with a midpoint of $1.01. The filing does not state the prior range.
Read the filing on SEC.gov ↗
GNLNGreenlane Holdings, Inc. Nov 2, 4:45 PM ET

Greenlane appoints Peter Kampian as independent director, effective October 27, 2026

Neutral leadership Written later 5.027.01

Greenlane Holdings appointed Peter Kampian to its board of directors effective October 27, 2026, and announced the appointment on November 2, 2026. The board now has four directors, and the company has determined that Mr. Kampian is independent under Nasdaq listing standards. He will receive a $60,000 annual cash fee for his service as a non-employee director, but he did not receive an equity award and has not been named to a board committee.

  • Peter Kampian appointed as a director effective October 27, 2026; announced November 2, 2026.
  • Annual cash fee of $60,000, paid in quarterly installments; no equity award in connection with appointment.
  • Board consists of four directors following the appointment; Mr. Kampian not yet on any committee.
  • Mr. Kampian has served as a director of Aduro Clean Technologies Inc. since April 2021 and chairs its audit committee.
Read the filing on SEC.gov ↗
CRCCalifornia Resources Corp Nov 2, 4:45 PM ET

CRC reports $315 million Q3 net loss on $540 million non-cash derivative loss

Mixed earnings 2.02

California Resources reported a third-quarter 2026 net loss of $315 million, compared with net income of $514 million in the second quarter, driven by a non-cash $540 million loss from changes in the fair value of commodity derivatives. Adjusted net income rose to $104 million ($1.17 per diluted share) from $88 million in the second quarter, though it was below $123 million a year earlier, and adjusted EBITDAX of $341 million exceeded company guidance. The board raised the anticipated annual dividend about 4% to $1.68 per share.

  • Net loss of $315 million, or $3.55 per diluted share, versus net income of $514 million in Q2 2026; total operating revenues were $421 million versus $1,297 million in Q2
  • Adjusted net income of $104 million ($1.17 per diluted share) versus $123 million in Q3 2025
  • Adjusted EBITDAX of $341 million exceeded quarterly guidance; 4Q26 adjusted EBITDAX guidance is $340 million to $380 million
  • Quarterly dividend of $0.42 per share, payable December 18, 2026 to holders of record on December 4, 2026; $570 million remained under the repurchase authorization as of September 30, 2026
Read the filing on SEC.gov ↗
ALGALAMO GROUP INC Nov 2, 4:44 PM ET

Alamo Group Q3 net income falls to $2.0 million as sales drop 4.0%

Negative earnings 2.02

Alamo Group reported third-quarter 2026 net sales of $403.1 million, down 4.0%, and GAAP net income of $2.0 million, or $0.17 per diluted share, versus $25.4 million, or $2.10, a year earlier. Results include $33.3 million of net pre-tax charges tied to the sale and wind-down of several businesses, including Dixie Chopper and Boxer, and the company also completed its $158.7 million acquisition of Econ Engineering Group on October 27, 2026.

  • Q3 2026 net sales were $403.1 million, down 4.0% from $420.0 million; adjusted diluted EPS was $2.06 versus $2.34 a year earlier.
  • Net income was $2.0 million versus $25.4 million in Q3 2025, including $33.3 million of net pre-tax divestiture charges.
  • Industrial Equipment Division adjusted EBITDA margin fell to 13.4% from 15.5%, while Vegetation Management margin rose to 12.5% from 9.7%.
  • Econ Engineering Group, a U.K. roadway maintenance truck maker, was acquired on October 27, 2026 for £120.0 million ($158.7 million), funded with revolver borrowings; backlog at September 30, 2026 was $521.3 million versus $618.3 million a
Read the filing on SEC.gov ↗
MSAMSA Safety Inc Nov 2, 4:41 PM ET

MSA Safety Q3 sales rise 15% to $536 million; GAAP EPS falls to $1.51

Mixed earnings 2.02

MSA Safety reported third quarter 2026 results, with net sales up 15% to $536 million, including acquisitions, and 6% organic growth. GAAP diluted EPS fell 15% to $1.51 due to Autronica acquisition costs, while adjusted diluted EPS rose 8% to $2.09. The company kept its full-year sales outlook of low-double-digit reported growth, which matters to shareholders because it shows the Autronica deal has not changed that target.

  • Net sales were $536 million, up 15% from a year earlier, with 6% organic growth.
  • GAAP net income was $58 million, or $1.51 per diluted share, versus $1.77 a year earlier; adjusted diluted EPS was $2.09, up 8%.
  • Autronica Fire and Security was acquired for $563 million, net of cash acquired; the full-year sales outlook of low-double-digit reported growth was maintained.
  • Free cash flow was $68 million, down 32% from $100 million a year earlier.
Read the filing on SEC.gov ↗

CVG Q3 revenue rises 36.5% to $208.1 million; David Ruppel named CEO

Mixed earnings Written later 2.025.027.01

CVG reported third-quarter 2026 revenue of $208.1 million, up 36.5%, and net income from continuing operations of $5.6 million, or $0.14 per diluted share, compared with a loss of $6.8 million a year earlier. The company raised its full-year revenue outlook but narrowed its Adjusted EBITDA range, lowering the top end to $29 million and citing CEO succession expenses. David Ruppel will succeed James Ray as President and CEO effective November 9, 2026.

  • Q3 2026 revenue was $208.1 million, up from $152.5 million; Adjusted EBITDA was $8.5 million, up from $4.6 million.
  • Net income from continuing operations was $5.6 million, or $0.14 per diluted share, including a $4.1 million pre-tax warrant liability revaluation benefit.
  • 2026 revenue outlook raised to $755 million-$775 million from $725 million-$755 million; Adjusted EBITDA outlook narrowed to $26 million-$29 million from $26 million-$31 million.
  • David Ruppel becomes President and CEO on November 9, 2026; James Ray remains Senior Advisor until his retirement on January 5, 2027.
Read the filing on SEC.gov ↗
SAFXXCF Global, Inc. Nov 2, 4:40 PM ET

XCF Global drops reverse split; Nasdaq deadline December 7, 2026 still stands

Negative shareholder Written later 8.01

XCF Global, Inc. said its Board will not proceed with the proposed reverse stock split and has cancelled the Special Meeting of Stockholders that was set for November 9, 2026. The company said withdrawing the proposal does not resolve its noncompliance with Nasdaq's minimum bid price requirement, and that failure to regain compliance by December 7, 2026 is expected to result in delisting, which could hurt trading liquidity and access to capital.

  • Special Meeting of Stockholders scheduled for November 9, 2026 has been cancelled
  • Board decided not to proceed with the reverse stock split and discontinued the related proxy solicitation
  • XCF has until December 7, 2026 to regain compliance with Nasdaq's minimum bid price requirement
  • Company says failure to regain compliance is expected to result in delisting
Read the filing on SEC.gov ↗
VNOVORNADO REALTY TRUST Nov 2, 4:40 PM ET

Vornado Q3 2026: net loss of $47.1 million, FFO rises to $0.62 per diluted share

Mixed earnings 2.02

Vornado Realty Trust reported a third-quarter 2026 net loss attributable to common shareholders of $47.1 million, or $0.25 per diluted share, compared with net income of $11.6 million, or $0.06 per share, a year earlier. Funds from operations (FFO), a non-GAAP measure that real estate investment trusts commonly use, rose to $0.62 per diluted share from $0.58, and rose to $0.65 per share on an adjusted basis from $0.57.

  • Q3 2026 net loss attributable to common shareholders: $47.1 million ($0.25 per diluted share), versus net income of $11.6 million ($0.06) in Q3 2025
  • Q3 2026 FFO: $122.6 million ($0.62 per diluted share); as adjusted, $126.7 million ($0.65), versus $0.57 a year earlier
  • Nine-month net loss of $53.5 million, compared with net income of $842.3 million in 2025, which included an $803.2 million gain tied to the 770 Broadway master lease with NYU
  • 350 Park Avenue joint venture formed October 20, 2026; Vornado expects an estimated net gain of about $485 million in Q4 2026
Read the filing on SEC.gov ↗
NMFCNew Mountain Finance Corp Nov 2, 4:40 PM ET

New Mountain Finance Q3 adjusted NII falls to $0.26 a share; distribution set at $0.25

Negative earnings Written later 2.027.01

New Mountain Finance reported third-quarter 2026 adjusted net investment income of $24.1 million, or $0.26 per share, down from $0.32 per share a year earlier, and net asset value fell to $10.67 per share from $10.89 at June 30, 2026. The company declared a fourth-quarter 2026 distribution of $0.25 per share, below the $0.32 paid in the prior-year quarter, which lowers the income shareholders receive.

  • Adjusted net investment income of $24.1 million, or $0.26 per share, versus $0.32 per share in Q3 2025
  • Total investment income of $60.4 million, compared with $80.5 million in Q3 2025
  • Net asset value of $10.67 per share at September 30, 2026, versus $10.89 at June 30, 2026
  • Q4 2026 distribution of $0.25 per share, payable December 31, 2026, to holders of record as of December 17, 2026
Read the filing on SEC.gov ↗
RIGTransocean Ltd. Nov 2, 4:39 PM ET

Transocean Q3 revenue falls to $937 million; net income $26 million, $0.02 per share

Mixed earnings Written later 2.027.01

Transocean reported third quarter 2026 contract drilling revenue of $937 million, down from $966 million in the second quarter and $1.028 billion a year earlier. Net income was $26 million, or $0.02 per diluted share, down from $170 million in the prior quarter but up from a $1.923 billion loss a year earlier, which included an impairment charge. The company also reported contract backlog of approximately $8.0 billion and said the Valaris closing is expected on December 1, 2026.

  • Contract drilling revenue was $937 million, versus $966 million in 2Q26 and $1.028 billion in 3Q25.
  • Net income was $26 million ($0.02 per diluted share), versus $170 million in 2Q26 and a $1.923 billion loss in 3Q25.
  • Adjusted EBITDA was $313 million, a 33.4% margin, roughly flat with $312 million in 2Q26 and down from $397 million in 3Q25.
  • Fourth quarter 2026 contract drilling revenue guidance is $915 million to $965 million; the Valaris closing is expected December 1, 2026.
Read the filing on SEC.gov ↗
HLMNHillman Solutions Corp. Nov 2, 4:39 PM ET

Hillman Q3 net sales rise 7.7% to record $457.5 million; FY sales outlook narrowed

Mixed earnings Written later 2.02

Hillman Solutions reported third-quarter 2026 net sales up 7.7% to a record $457.5 million, but GAAP net income fell to $6.3 million from $23.2 million a year earlier. The company narrowed its full-year 2026 net sales outlook to $1.660 to $1.680 billion from $1.670 to $1.720 billion, while reaffirming its Adjusted EBITDA and free cash flow guidance, and its net debt rose to $932.6 million after refinancing and the Kanebridge acquisition.

  • Net income was $6.3 million, or $0.03 per diluted share, versus $23.2 million, or $0.12, a year earlier; adjusted diluted EPS was $0.22, flat year over year.
  • Adjusted EBITDA rose to $90.2 million from $88.0 million, and free cash flow rose to $51.1 million from $9.1 million.
  • FY 2026 net sales outlook was lowered at the top end to $1.660 to $1.680 billion; Adjusted EBITDA (about $285 million) and free cash flow ($105 to $115 million) were reaffirmed.
  • Net debt was $932.6 million, or 3.4x trailing twelve-month Adjusted EBITDA, up from 2.4x at December 27, 2025; the Kanebridge acquisition was completed in the third quarter.
Read the filing on SEC.gov ↗
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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.