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).
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.
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.
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.
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
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.
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
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.
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.
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.
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
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
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.
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.
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.
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
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
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
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
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.
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
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
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
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
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
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.
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
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%
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
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.
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
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
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.
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.
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
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
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
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.
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.
Cooper-Standard's board adopted a Section 382 rights agreement that replaces the company's existing rights plan when that plan expires, effective the close of business on November 5, 2026. The plan is meant to protect the company's net operating loss carryforwards and other tax attributes from being limited by a future ownership change, and it would deter any person from acquiring 4.9% or more of the common stock without board approval.
Rights plan takes effect at the close of business on November 5, 2026, replacing the expiring existing plan.
Rights are distributed to holders of record on November 12, 2026, at one right per common share, exercisable at $100.
Rights become exercisable if a person or group acquires 4.9% or more of the common stock; holders above 4.9% at adoption are not deemed acquiring persons.
The company estimates U.S. Tax Benefits at approximately $215 million as of September 30, 2026; the plan expires November 1, 2029, or November 1, 2027 if stockholder approval is not obtained, and will be submitted for ratification at the 20
Crescent Energy reported third quarter 2026 revenue of $1.35 billion, up from $866.6 million a year earlier, and a net loss attributable to the company of $2.2 million, or $0.01 per share, compared with a $9.5 million loss, or $0.04 per share, in the third quarter of 2025. The company also announced an estimated $3.85 billion all-cash acquisition of Eagle Ford assets from Devon Energy, expected to close in the fourth quarter of 2026 or early 2027, subject to closing conditions.
Total revenues were $1,351.2 million for the quarter, compared with $866.6 million in the third quarter of 2025.
Net loss attributable to Crescent was $2.2 million, or $0.01 per share, versus $9.5 million, or $0.04 per share, a year earlier.
Adjusted EBITDAX was $785.8 million and Levered Free Cash Flow was $366.7 million for the quarter.
Crescent declared a quarterly dividend of $0.12 per share, payable November 30, 2026, and had about $336 million remaining under its share repurchase program as of September 30, 2026.
LXP Industrial Trust completed its acquisition by Brookfield Asset Management and Canada Pension Plan Investment Board in an all-cash transaction valued at approximately $5.2 billion. Common shareholders received $61.20 per share in cash, resulting in the delisting of the company's shares from the New York Stock Exchange and its transition to a privately held company.
Common shareholders received $61.20 per share in cash upon the completion of the merger on November 2, 2026.
The transaction values LXP at approximately $5.2 billion, including net debt and preferred equity.
LXP requested the delisting of its common and preferred shares from the New York Stock Exchange.
Diversified Healthcare Trust reported a third quarter 2026 net loss of $50.2 million, or $0.21 per share, compared with a net loss of $164.0 million, or $0.68 per share, a year earlier. Total revenues fell to $367.7 million from $388.7 million, while Normalized FFO rose to $30.7 million, or $0.13 per share. The company lowered its full year 2026 Normalized FFO per share guidance to $0.46 to $0.52 from $0.56 to $0.62, and said the updated figures now include an estimated $29.3 million incentive management fee.
Q3 2026 net loss was $50.2 million, or $0.21 per share, versus $164.0 million, or $0.68 per share, in Q3 2025.
Total revenues were $367.7 million, down from $388.7 million a year earlier; Normalized FFO was $30.7 million, or $0.13 per share, versus $0.02 per share a year earlier.
Updated 2026 Normalized FFO per share guidance is $0.46 to $0.52, down from $0.56 to $0.62; Adjusted EBITDAre guidance is $275.7 million to $290.7 million, down from $300.0 million to $315.0 million.
Guidance now includes an estimated 2026 incentive management fee of $29.3 million, or $0.12 per share, which the company previously excluded.
HealthStream reported third quarter 2026 revenue of $83.3 million, up 8.9%, while net income fell 11.7% to $5.4 million and diluted EPS fell to $0.18 from $0.20. The company raised its full-year 2026 revenue, net income and adjusted EBITDA guidance, and declared a $0.035 quarterly dividend.
Q3 2026 revenue $83.3 million, up 8.9% from $76.5 million; operating income $6.6 million, down 13.0%
Q3 net income $5.4 million, down 11.7%; diluted EPS $0.18 versus $0.20; adjusted EBITDA $19.3 million, up 1.0%
2026 guidance raised: revenue $331.0 million to $333.0 million; net income $21.8 million to $22.4 million; adjusted EBITDA $77.0 million to $78.0 million
Quarterly dividend of $0.035 per share payable November 27, 2026 to holders of record on November 16, 2026
Tennant reported third-quarter 2026 net sales of $322.3 million, up 6.2% from a year earlier, and GAAP net income of $19.5 million, up from $14.9 million. Adjusted EBITDA fell 2.0% to $48.8 million, and adjusted diluted EPS declined 4.1% to $1.40, as cost pressures and higher operating spending offset higher volume and pricing. The company reaffirmed its full-year 2026 guidance, which keeps net sales at $1,270 million to $1,310 million.
Net sales $322.3 million, up 6.2%; organic growth 5.7%, with volume up 4.1 points and price up 1.6 points
Adjusted EBITDA $48.8 million, a 15.1% margin, versus $49.8 million and 16.4% a year earlier
GAAP net income $19.5 million and diluted EPS $1.12, versus $14.9 million and $0.80; adjusted diluted EPS $1.40 versus $1.46
2026 guidance reaffirmed: net sales $1,270 million to $1,310 million; adjusted diluted EPS $3.80 to $4.45; backlog about $118 million
Chemours reported third quarter 2026 results on November 2, 2026. Net income attributable to Chemours was $196 million, or $1.29 per diluted share, compared with $46 million, or $0.31, a year earlier, but this included $150 million of PFAS insurance proceeds recorded as a reduction to selling, general and administrative expense. Net sales rose 3% to $1.5 billion and adjusted EBITDA rose to $200 million from $189 million, while the company expects fourth-quarter adjusted EBITDA of $160 million to $185 million.
Net sales of $1,540 million, up 3% from $1,495 million; adjusted EBITDA of $200 million versus $189 million
Net income includes $150 million received under the PFAS insurance proceeds MOU; adjusted EPS was $0.21 versus $0.17
Fourth-quarter 2026 adjusted EBITDA expected at $160 million to $185 million; full-year adjusted EBITDA guided to $775 million to $800 million
Net leverage ratio of about 4.3x at September 30, 2026; company now anticipates below 4.2x in 2026
Select Water Solutions completed its acquisition of Pilot Water Solutions LLC, a private water midstream company in the Delaware Basin, on November 2, 2026, for about $700 million including about $600 million in cash and 5,149,331 Class A common shares. The company also began a new $500 million revolving credit facility and repaid and terminated its earlier credit facilities. For shareholders, the deal adds new shares outstanding and a new debt obligation, along with a possible cash true-up payment tied to the share price six months after closing.
Closed on November 2, 2026: about $600 million cash plus 5,149,331 Class A shares, about $700 million in total consideration
Up to $15 million contingent payment to the seller tied to operational milestones, expected in early 2027
Cash true-up payment possible if the 30-day VWAP six months after closing is below the pre-closing 30-day VWAP
New $500 million revolving credit facility effective November 2, 2026; $218.8 million term loan and $10.0 million revolver balances repaid
Telos Corporation's board appointed Mark D. Griffin, an insider who joined the company in 1984, as President and Chief Executive Officer effective November 2, 2026, succeeding John B. Wood, who became Executive Chairman. The filing says Wood's transition was not the result of any disagreement with the company, and it sets out Griffin's $440,000 base salary and severance terms. The company will report third quarter 2026 results on November 9, 2026, the first earnings release under the new CEO.
Mark D. Griffin, age 66, named President and CEO effective November 2, 2026; previously Executive Vice President of Security Solutions since 2021
John B. Wood, CEO since 1994, becomes Executive Chairman and remains Chairman of the Board; his salary and benefits are unchanged
Griffin's employment agreement sets an annual base salary of $440,000 and 24 months of severance if terminated without cause or due to disability
Telos will report third quarter 2026 financial results on Monday, November 9, 2026
Recursion reported third-quarter 2026 results, with total revenue of $18.6 million, up from $5.2 million a year earlier, and a net loss of $119.0 million, down from $162.3 million. The company said its cash runway now extends into 2029, including proceeds from an October 2026 offering, and that Fred Hassan was appointed Chair of the Board effective October 31, 2026.
Total revenue was $18.6 million for Q3 2026 versus $5.2 million for Q3 2025, driven mainly by a $10.0 million Sanofi milestone
Net loss was $119.0 million, or $0.22 per share, versus $162.3 million, or $0.36 per share, a year earlier
Cash, cash equivalents and restricted cash were $561.5 million at September 30, 2026; pro forma about $748.7 million including about $187.2 million in offering proceeds
Fred Hassan was appointed Chair of the Board effective October 31, 2026
Three Anavex directors, including Chair Jiong Ma, resigned effective October 28, 2026, each citing views on strategy not aligned with the Board and management. The Board then reconstituted its audit, compensation and nominating committees on November 1, 2026, with new chairs and members.
Jiong Ma (Chair), Gautam Patel and Adrian Senderowicz resigned from the Board effective October 28, 2026
Ma and Patel cited strategic views not aligned with the Board and management; Patel and Senderowicz cited strategy to execute the business plan
Dr. Claus van der Velden chairs the Audit Committee; Dr. Peter Donhauser chairs the Compensation Committee; Dr. Axel Paeger chairs Nominating & Corporate Governance
Resignation letters are filed as Exhibits 17.1, 17.2 and 17.3
HBT Financial said Tri-County Financial Group (TYFG) stockholders approved the proposed acquisition of TYFG and its bank subsidiary, First State Bank, at a special meeting on October 29, 2026. The merger still requires regulatory approval and other customary closing conditions, and HBT currently expects it to close early in the first quarter of 2027.
TYFG stockholders approved the transaction at a special meeting on October 29, 2026.
The merger agreement was entered into on August 10, 2026.
Closing remains subject to regulatory approval and other customary conditions.
HBT expects the transaction to close early in the first quarter of 2027, subject to those conditions.
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