2,354 material Form 8-K filings that 2,004 companies we cover made with the SEC in November 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
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.
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.
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.
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
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.
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
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
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.
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
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.
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
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.
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
EVgo's Board received an unsolicited, non-binding proposal from LS Power, which holds about 56% of EVgo's combined voting power, to buy the shares it does not own for $2.00 per share in cash. The Board has formed a special committee of independent directors to review the proposal, and no decisions have been made, so there is no assurance a deal will follow.
LS Power proposes $2.00 per share in cash for all Class A shares it does not already own
The proposal represents a 62% premium to the 30-day VWAP and a 59% premium to the closing price as of October 30, 2026
LS Power holds about 178 million shares, or approximately 56% of voting securities
EVgo's shareholders do not need to take any action at this time
Pershing Square Inc. reported third quarter 2026 GAAP net loss attributable to the company of $19.9 million, or $0.05 per share, compared with net income of $155.5 million, or $0.39 per share, a year earlier. Non-GAAP fee-related earnings rose 13% to $63.7 million, while distributable earnings fell 12% to $49.5 million, or $0.12 per share.
GAAP total revenue was $56.6 million, down from $66.2 million in Q3 2025, with no performance fees recorded in Q3 2026.
GAAP operating loss was $20.1 million, including $70.5 million of employee compensation and benefits, which the company's reconciliation says includes $64.8 million of non-cash or non-recurring compensation.
Distributable earnings were $49.5 million after $11.5 million of taxes and related payables; the company paid a $0.103 per share dividend on October 20, 2026.
Assets under management rose 0.9% in the quarter to $32.8 billion, and net cash and investments were $642 million as of September 30, 2026.
Mesabi Trust received $3,071,304 in total royalty payments on October 30, 2026, based on Cliffs' quarterly report covering the quarter ended September 30, 2026. The trust was credited with a $2,802,377 base royalty and no bonus royalties, and Cliffs credited 1,142,290 tons shipped, up from 987,370 tons a year earlier. The filing says royalties vary widely from quarter to quarter and are not necessarily indicative of future royalties or distributions.
Total royalty payments received October 30, 2026 were $3,071,304, which includes a $268,927 payment to the Mesabi Land Trust.
Base royalty credited to Mesabi Trust was $2,802,377, and bonus royalties were zero dollars.
No bonus royalties were credited because deemed shipment prices were below the 2026 adjusted bonus royalty threshold of $71.70 per ton.
Tons shipped credited to Mesabi Trust rose to 1,142,290 in Q3 2026 from 987,370 in Q3 2025.
Red Robin said it will delay its fiscal third-quarter earnings release and conference call from November 4 to November 18, 2026, and will file a Notification of Late Filing for its quarterly report on Form 10-Q. Preliminary comparable restaurant revenue rose 3.9% for the quarter, driven by a 5.6% higher average guest check, while guest traffic fell 1.7%. The company attributed the delay to accounting and valuation work on its refranchising transactions and debt refinancing, and said it is unrelated to significant changes in financial condition or results.
Preliminary third-quarter comparable restaurant revenue increased 3.9% versus the prior year; guest traffic declined 1.7% and average guest check rose 5.6%.
Earnings release and conference call moved from November 4 to November 18, 2026, at 4:30 p.m. ET.
The company will file Form NT 10-Q to extend the deadline for its 10-Q for the quarter ended October 4, 2026.
During the quarter, 108 company-owned restaurants were refranchised for approximately $89.4 million in cash proceeds; a five-year $115 million credit agreement was completed on October 2, 2026.
Crawford & Company reported third-quarter 2026 revenues before reimbursements of $321.6 million, down slightly from $322.2 million a year earlier, while GAAP net income rose 21% to $15.0 million, or $0.31 per diluted share. CEO Bruce Swain said lower claims frequency and moderating weather-related activity are expected to pressure fourth-quarter results, which matters to shareholders because the company gave no numeric outlook in the filing.
Revenues before reimbursements were $321.6 million versus $322.2 million in the third quarter of 2025.
GAAP net income was $15.0 million, or $0.31 per diluted share, versus $12.4 million, or $0.25, a year earlier.
Non-GAAP diluted EPS was $0.37 versus $0.32; management expects fourth-quarter pressure from lower claims frequency and moderating weather activity.
Operating cash flow was $29.0 million for the first nine months of 2026, down from $51.7 million; total debt rose to $225.1 million from $189.1 million at December 31, 2025.
GoodRx said its financial statements for the quarters ended March 31 and June 30, 2026 should no longer be relied upon because Pharma Direct revenue was understated, and that prior reports on those periods should also not be relied upon. The corrected figures are higher, but the company expects to report material weaknesses in internal control over financial reporting, and the restatement remains preliminary.
Six-month total revenue to June 30, 2026 would rise from $394.4 million to $424.2 million.
Six-month net income would rise from $9.7 million to $24.6 million, and diluted EPS from $0.03 to $0.07.
The company expects to report one or more material weaknesses in internal control over financial reporting for each affected period.
The company plans to file amended Forms 10-Q for the affected periods as soon as practicable.
Corebridge Financial, Inc. reported net income available to common shareholders of $1.4 billion for the third quarter of 2026, alongside adjusted after-tax operating income of $545 million. The company also returned $295 million to shareholders through share repurchases and dividends while progressing toward its merger with Equitable. Shareholders may note these results reflect varied segment performance and ongoing capital return activities.
Net income available to common shareholders reached $1.44 billion, or $3.22 per share, for the three months ended September 30, 2026.
Adjusted after-tax operating income available to common shareholders was $545 million, with operating earnings of $1.22 per share.
The company returned $295 million to shareholders, which included $185 million in share repurchases and $110 million in common dividends.
Holding company liquidity stood at $2.2 billion as of September 30, 2026.
Centerspace reported third-quarter 2026 results, with diluted net income of $7.28 per share versus $3.19 a year earlier, driven mainly by a $150.3 million gain on property sales. Core FFO per diluted share fell 6.7% to $1.11, and revenue declined 16.6% to $59.5 million, mainly due to apartment dispositions. The company will no longer provide guidance because of its pending merger with Independence Realty Trust, under which each Centerspace share would convert into 3.8 IRT shares.
Diluted net income was $7.28 per share for Q3 2026, compared with $3.19 in Q3 2025, primarily due to a higher gain on sale of real estate.
Core FFO per diluted share was $1.11, down from $1.19 a year earlier; FFO per diluted share was $0.83 versus $1.19.
Same-store NOI fell 2.7% year over year, and revenue fell 16.6% to $59.5 million on property sales.
Centerspace will no longer provide 2026 guidance; a special shareholder meeting on the IRT merger is set for November 10, 2026.
BRC Inc. reported third-quarter 2026 net revenue of $108.0 million, up 7.3% from a year earlier, and Adjusted EBITDA of $9.5 million, up 12.3%. The net loss widened to $8.7 million from $1.2 million, and the company reaffirmed its full-year 2026 guidance of at least 8% revenue growth and at least 35% Adjusted EBITDA growth despite planned Outpost closures and a divested brand.
Net revenue rose 7.3% to $108.0 million; Wholesale revenue rose 8.1% to $72.5 million and DTC revenue rose 8.5% to $30.2 million.
Net loss was $8.7 million versus $1.2 million in Q3 2025; Adjusted EBITDA increased 12.3% to $9.5 million.
Full-year 2026 guidance reaffirmed: at least 8% revenue growth and at least 35% Adjusted EBITDA growth, including about $3 million in expected Q4 revenue headwinds.
Other operating expense rose to $9.3 million, driven by Outpost impairments and a legal contingency accrual; the company plans to close 12 company-operated Outposts.
Voyager Technologies reported third-quarter 2026 net sales of $89 million, up 124% year over year, and raised the lower end of its full-year 2026 revenue guidance by $10 million. The company's net loss attributable to Voyager widened to $55.7 million, or $0.91 per share, from $16.3 million, or $0.28 per share, a year earlier, so shareholders face sharply higher losses even as revenue and backlog grow.
Q3 2026 net sales were $88.7 million, up 124% year over year, and backlog reached $742 million at September 30, 2026, up from $336 million at June 30, 2026.
Net loss attributable to Voyager was $55.7 million, or $0.91 per share, versus $16.3 million, or $0.28 per share, in Q3 2025.
Gross margin fell to 11.5% from 15.4% a year earlier, which the company attributed to investments in manufacturing capacity and strategic programs.
Full-year 2026 revenue guidance is now $285 million to $305 million, implying growth of approximately 72% to 84%.
Greenlight Re reported third-quarter 2026 net income of $3.2 million, or $0.10 per diluted share, compared with a net loss of $4.4 million a year earlier, but net premiums earned fell 7% to $153.4 million and the combined ratio rose to 90.5% from 86.6%. Nine-month net income fell to $9.4 million from $25.6 million. The company also agreed to repurchase shares from a trust affiliated with Chairman David Einhorn, and director Joseph Platt will retire effective December 31, 2026.
Q3 2026 net income $3.2 million ($0.10 per diluted share) vs. net loss of $4.4 million ($0.13 per share) in Q3 2025
Nine months net income $9.4 million ($0.28 per diluted share) vs. $25.6 million ($0.74) a year earlier; combined ratio 95.6% vs. 95.4%
Oct. 30, 2026 agreement with the David M. Einhorn 2021-07 Family Trust covers 33% of open-market repurchases from Nov. 5, 2026 to March 1, 2027, with closing expected on or about March 5, 2027
Joseph Platt retires as director of both companies effective December 31, 2026, with no disagreement cited
Ibotta reported third-quarter 2026 revenue of $97.8 million, up 17% year over year, and adjusted EBITDA of $23.8 million, up 43%. The company still posted a GAAP net loss of $3.5 million, compared with net income of $1.5 million a year earlier, and it issued fourth-quarter 2026 revenue guidance of $94 million to $98 million.
Q3 2026 revenue was $97.8 million, up 17% from $83.3 million in Q3 2025; total redemption revenue rose 23% to $88.5 million.
GAAP net loss was $3.5 million, or $(0.15) per diluted share, versus net income of $1.5 million, or $0.05 per diluted share, in Q3 2025.
Adjusted EBITDA was $23.8 million, a 24.3% margin, compared with $16.6 million and a 20.0% margin a year earlier.
Q4 2026 outlook calls for revenue of $94 million to $98 million, about 8% year-over-year growth at the midpoint, and adjusted EBITDA of $15 million to $17 million.
Valaris reported third quarter 2026 total operating revenues of $594 million, up from $539 million in the second quarter, and adjusted EBITDA of $151 million, up from $97 million. Net income of $47 million was roughly flat, and diluted earnings per share fell to $0.66 from $0.72. The company said its pending business combination with Transocean has received the required regulatory approvals and is expected to close on or about December 1, 2026, and that it does not plan to hold future earnings calls or update forward-looking guidance.
Total operating revenues $593.6 million vs. $539.2 million in Q2 2026; net income $46.7 million vs. $47.0 million
Diluted EPS $0.66 vs. $0.72 in Q2 2026; net income attributable to Valaris $46.1 million vs. $50.4 million
Middle East conflicts reduced adjusted EBITDA by about $24 million in Q3 2026, compared with $30 million in Q2 2026
Transocean combination expected to close on or about December 1, 2026; no future earnings calls or guidance updates planned
Match Group reported third-quarter 2026 revenue of $891 million, down 3% from a year earlier, while net income rose 8% to $174 million. Fourth-quarter guidance calls for revenue of $865 million to $875 million and Adjusted EBITDA of $327.5 million to $332.5 million, an 11% decline at the midpoint, though full-year 2026 Adjusted EBITDA margin guidance was raised to 38.8% from 37.5%.
Q3 Total Revenue was $891 million, down 3% Y/Y; Net Income was $174 million, up 8%.
Q3 Adjusted EBITDA was $344 million, up 14%, but down 5% excluding a $61 million legal settlement charge in the prior-year quarter.
Q4 2026 guidance: Total Revenue of $865 million to $875 million, down 1% to flat Y/Y; Adjusted EBITDA of $327.5 million to $332.5 million.
Board declared a $0.20 per share dividend, payable January 21, 2027 to holders of record as of January 6, 2027.
The Clorox Company reported its first-quarter fiscal 2027 results, showing a 33% increase in net sales to $1.91 billion and a diluted net earnings per share of $1.39. While maintaining its fiscal year 2027 full-year net sales and adjusted EPS ranges, the company expects adjusted EPS results closer to the low end due to higher inflationary pressures and commodity costs.
Net sales increased 33% to $1.91 billion, with organic sales up 18%.
Diluted EPS increased 114% to $1.39 compared to $0.65 in the year-ago quarter.
Adjusted EPS increased 82% to $1.55 compared to $0.85 in the year-ago quarter.
Full-year fiscal 2027 diluted EPS is expected to be between $5.41 and $5.71, with adjusted EPS expected between $5.70 and $6.00.
Upwork reported third-quarter 2026 revenue of $185.6 million, down from $201.7 million a year earlier, while GAAP net income rose to $31.8 million and diluted EPS rose to $0.25 from $0.21. Free cash flow fell to $53.9 million from $69.4 million. CFO Erica Gessert will step down effective January 1, 2027, and Chief Business Officer Peter Sanborn was named her successor.
Third-quarter revenue was $185.6 million versus $201.7 million; GSV was $914.1 million versus $1,016.7 million.
GAAP net income was $31.8 million versus $29.3 million; diluted EPS was $0.25 versus $0.21.
Fourth-quarter 2026 revenue guidance is $169 million to $177 million; full-year 2026 guidance is $742 million to $750 million.
Erica Gessert resigns as CFO effective January 1, 2027, and will advise through March 31, 2027; Peter Sanborn, 43, will become CFO, and his compensation terms have not yet been determined.
Healthpeak Properties reported third quarter 2026 net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share. The company raised its full year 2026 FFO as Adjusted and same-store cash NOI guidance ranges while lowering its diluted EPS guidance due to acquisition-related depreciation. Shareholders also saw active leasing across outpatient medical and lab segments alongside strategic acquisitions.
Diluted net income of $0.02 per share and diluted FFO as Adjusted of $0.44 per share for the third quarter of 2026.
Raised full year 2026 diluted FFO as Adjusted per share guidance to a range of $1.76 to $1.78.
Janus Living reported third quarter revenue of $268 million, up 78% compared to the prior year quarter.
Net Debt to Adjusted EBITDAre was 4.7x for the quarter ended September 30, 2026.
Ethos reported third-quarter 2026 revenue of $235.2 million, up 151% from a year earlier, while GAAP net income fell to $4.7 million from $15.9 million. The company also issued fourth-quarter and full-year 2026 revenue and Adjusted EBITDA outlook and authorized a share repurchase program of up to $100 million, though no shares had been repurchased as of the filing.
Q3 revenue was $235.2 million, up 151% year over year; GAAP diluted net income per share was $0.07, versus $0.27 a year earlier
Q3 Adjusted EBITDA was $34.9 million, a 15% margin, compared with $18.7 million a year earlier
Full-year 2026 revenue outlook is $838 million to $842 million; Q4 revenue outlook is $220 million to $224 million
Board authorized a share repurchase of up to $100 million of Class A common stock; no shares had been repurchased since the announcement
Janus Living reported third quarter 2026 results with revenue of $268 million, up 78% from a year earlier, and FFO as Adjusted of $0.25 per share, up 46%. The company posted a net loss of $(0.02) per share, compared with diluted income of $0.01 per share a year earlier, and cut its full-year 2026 diluted earnings per share guidance while raising its FFO as Adjusted guidance.
Q3 2026 net loss of $(0.02) per share versus $0.01 per share in Q3 2025; FFO as Adjusted rose to $0.25 per share from $0.17
Full-year 2026 diluted EPS guidance lowered to $0.08 to $0.10 from $0.34 to $0.37, mainly due to depreciation and amortization on acquisitions
Full-year 2026 FFO as Adjusted guidance raised to $0.97 to $0.99 per share from $0.95 to $0.98
Completed about $1.75 billion of senior housing acquisitions in Q3 and about $370 million more through October 30, 2026
AH Realty Trust reported a third-quarter 2026 net loss of $6.6 million, or $0.07 per diluted share, compared with a $3.6 million loss, or $0.04 per share, a year earlier. Its FFO, As Adjusted fell to $0.16 per share from $0.17, but the company raised its full-year 2026 FFO, As Adjusted guidance to $0.57 to $0.59 per share, citing retail and office NOI growth and debt paydowns.
Q3 2026 net loss available to common stockholders and OP Unitholders was $6.6 million, or $0.07 per diluted share, versus $3.6 million, or $0.04, in Q3 2025.
Q3 2026 FFO, As Adjusted was $15.3 million, or $0.16 per diluted share, versus $17.0 million, or $0.17, in Q3 2025.
Full-year 2026 FFO, As Adjusted guidance was raised to $0.57 to $0.59 per diluted share, an 11.5% increase from original guidance.
Through September 30, 2026, the company repurchased 6.4 million shares for $38.2 million, and the Constellation Energy Building loan was extended to October 28, 2029.
Cerus reported third-quarter 2026 total revenue of $64.0 million, up 6% from a year earlier, with product revenue up 10% to $57.7 million. The net loss attributable to Cerus widened to $0.6 million from $0.02 million a year earlier, while the company reiterated its full-year 2026 product revenue guidance of $229 million to $231 million. The release also announced positive topline Phase 3 RedeS results for the INTERCEPT Blood System for red blood cells.
Total revenue was $64.0 million versus $60.2 million; product revenue was $57.7 million, up 10%.
Net loss attributable to Cerus was $0.6 million, or $0.00 per share, versus $0.02 million in the prior-year quarter.
Full-year 2026 product revenue guidance of $229 million to $231 million was reiterated, including IFC revenue of $23 million to $25 million.
Cash, cash equivalents and short-term investments were $57.1 million at September 30, 2026.
Jazz Pharmaceuticals announced its third quarter 2026 financial results, highlighting record quarterly revenues of $1.2 billion and raising its full-year 2026 total revenue guidance to a range of $4.775 billion to $4.85 billion. The company reported a GAAP net loss of $483.4 million for the quarter, primarily driven by a $754 million acquired in-process research and development expense related to the Actio Biosciences acquisition. Shareholders saw solid commercial execution, including growth in key product sales like Xywav and the recent launch of Ziihera.
Total revenues reached $1.24 billion in 3Q26, representing a 10% increase year-over-year.
GAAP net loss was $483.4 million in 3Q26, impacted by a $754 million acquired IPR&D charge for the Actio acquisition.
Full-year 2026 total revenue guidance was raised to $4.775 billion to $4.85 billion.
Xywav net product sales grew 12% year-over-year to $483 million in 3Q26.
CRISPR Therapeutics reported third quarter 2026 results, with total revenue of $12.7 million versus $0.9 million a year earlier and a net loss of $111.4 million versus $106.4 million. The company said CASGEVY revenue reached $99 million, and cash and marketable securities totaled $2,276.6 million at September 30, 2026, which shareholders may weigh against the continued losses.
Total revenue was $12.7 million for Q3 2026, compared with $0.9 million for Q3 2025.
Net loss was $111.4 million, or $1.15 per share, versus a net loss of $106.4 million, or $1.17 per share, a year earlier.
CASGEVY revenue was $99 million in Q3 2026, up 30% quarter-over-quarter.
Cash, cash equivalents, and marketable securities were $2,276.6 million as of September 30, 2026.
People Incorporated (NASDAQ: PPLI) reported third-quarter 2026 revenue of $430.8 million, down 4% from $447.1 million a year earlier, and a net loss attributable to shareholders of $687.5 million, or $9.15 per diluted share, versus a loss of $21.9 million, or $0.27 per share, in Q3 2025. The loss was driven mainly by a $1,119.9 million unrealized loss on its MGM Resorts investment, while the operating loss narrowed to $3.0 million from $27.2 million and Adjusted EBITDA was $54.8 million, down 1%.
Q3 2026 revenue was $430.8 million, down 4%; Digital revenue rose 2% to $288.5 million while Print revenue fell 16% to $127.6 million.
Net loss attributable to shareholders was $687.5 million, or $9.15 per diluted share, compared with $21.9 million, or $0.27 per share, in Q3 2025.
Full-year 2026 Total Adjusted EBITDA outlook is $263-$283 million, and the company had 12.5 million shares remaining under its repurchase authorizations as of October 30, 2026.
BioMarin Pharmaceutical reported third-quarter 2026 total revenues of $1.025 billion, a 32% increase year-over-year, driven by contributions from acquired products including GALAFOLD and POMBILITI plus OPFOLDA. However, the company reported a GAAP net loss of $123 million due to acquisition-related expenses and IPR&D charges, and lowered its full-year 2026 Non-GAAP Diluted EPS guidance to a range of $2.80 to $3.10.
Third-quarter 2026 total revenues rose 32% year-over-year to $1.025 billion.
GAAP net loss widened to $123 million for the third quarter ended September 30, 2026, compared to a net loss of $31 million a year earlier.
Full-year 2026 Non-GAAP Diluted EPS guidance was revised to between $2.80 and $3.10, down from prior expectations.
The FDA set a PDUFA target action date of May 30, 2027, for VOXZOGO in hypochondroplasia.
Vitesse Energy reported a third-quarter 2026 GAAP net loss of $36.4 million, driven by a $46.6 million non-cash unrealized loss on commodity derivatives, compared with a net loss of $1.3 million a year earlier. Revenue rose 23% to $83.0 million, and the company raised its 2026 drilling and completion capital expenditure guidance, which reflects the September closing of the Denver-Julesburg Basin acquisition.
Q3 2026 GAAP net loss of $36.4 million, including a $46.6 million unrealized derivative loss; adjusted net income was $2.5 million and adjusted EBITDA was $39.3 million
Total revenue of $83.0 million, up 23% from $67.4 million in Q3 2025
2026 drilling and completion capital expenditure guidance raised to $80 million-$90 million from $65 million-$80 million; annual production range narrowed to 16,600-17,200 Boe per day from 16,300-17,200
Board declared a fourth-quarter dividend of $0.4375 per share, payable December 31, 2026 to holders of record as of December 15, 2026
Workhorse Group entered into Amendment No. 4 to its Cash Flow Credit Agreement and Amendment No. 3 to its Customer Order Credit Agreement, both with lender Motive GM Holdings II LLC, dated October 27, 2026. The amendments raise the Customer Order commitment from $20 million to $30 million and defer interest payments on the additional $10 million loans until after March 31, 2027, which adds to the company's borrowing from its lender.
Customer Order Credit Agreement commitment increases from $20,000,000 to $30,000,000.
Interest on the additional $10,000,000 loan is deferred until the first Interest Payment Date after March 31, 2027.
Cash Flow Credit Agreement interest on additional $10,000,000 loans from three earlier amendments is also deferred to after March 31, 2027.
Amendments were dated October 27, 2026, and the filing was signed November 2, 2026 by CFO Jody Davis.
Vertex Pharmaceuticals reported third-quarter 2026 total revenue of $3.44 billion, representing a 12% increase compared to the same period in 2025, driven by cystic fibrosis therapies and newer product growth. The company raised its full-year 2026 revenue guidance to $13.15 billion to $13.25 billion following strong performance and the closing of the Crinetics Pharmaceuticals acquisition. GAAP net income declined year-over-year to $654 million due to acquisition-related expenses.
Total revenue for the third quarter of 2026 reached $3.44 billion, up 12% year-over-year.
Full-year 2026 revenue guidance was raised to a range of $13.15 billion to $13.25 billion.
GAAP net income was $654 million for the third quarter of 2026, compared to $1.1 billion in the third quarter of 2025.
The acquisition of Crinetics Pharmaceuticals closed on September 1, 2026.
Travere Therapeutics reported third quarter 2026 U.S. net product sales of $220.2 million, up from $113.2 million a year earlier, with FILSPARI accounting for $200.2 million. The company swung to a GAAP net loss of $52.3 million, or $0.55 per basic share, from net income of $25.7 million a year earlier, mainly because of a $113.1 million IPR&D expense tied to its Everest Medicines licensing agreement for civorebrutinib.
U.S. net product sales were $220.2 million in Q3 2026 versus $113.2 million in Q3 2025; FILSPARI sales were $200.2 million, up 120% year over year.
GAAP net loss was $52.3 million, or $0.55 per basic share, compared with net income of $25.7 million, or $0.29 per share, in Q3 2025.
Non-GAAP adjusted net loss was $29.6 million, or $0.31 per basic share, for Q3 2026.
Cash, cash equivalents and marketable securities were $471.8 million as of September 30, 2026. CEO Eric Dube will hand over to Bradley Campbell effective December 1, 2026.
EverQuote reported third quarter 2026 revenue of $218.1 million, up 25% from $173.9 million a year earlier, and adjusted EBITDA of $35.5 million, up 41%. GAAP net income fell slightly to $18.2 million from $18.9 million, with diluted EPS of $0.49 versus $0.50, reflecting higher income taxes and a one-time item. The company also gave fourth quarter revenue guidance of $213.0 million to $223.0 million and disclosed a $50 million share repurchase program approved by its board.
Q3 2026 revenue of $218.1 million, up 25% from $173.9 million; automotive $190.4 million and home and renters $27.7 million
GAAP net income of $18.2 million versus $18.9 million; diluted EPS of $0.49 versus $0.50
Adjusted EBITDA of $35.5 million, up 41%, excludes a $4.0 million vendor contract termination payment
Q4 2026 outlook: revenue $213.0 million to $223.0 million and adjusted EBITDA $29.0 million to $32.0 million; cash of $229.1 million and no outstanding debt at September 30, 2026
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