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).
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
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.
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.
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.
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
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
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.
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
Fabrinet reported first quarter fiscal 2027 revenue of $1,474.5 million, marking a 51% increase from the prior year and exceeding its guidance range. The company also expanded its share repurchase program by authorizing an additional $103.0 million and issued strong second-quarter guidance.
First quarter fiscal year 2027 revenue reached $1,474.5 million, compared to $978.1 million in the prior year.
GAAP net income for the quarter was $103.5 million, or $2.86 per diluted share.
The Board of Directors expanded the share repurchase program by an additional $103.0 million.
Second quarter fiscal year 2027 revenue is expected to be between $1.6 billion and $1.65 billion.
Huntsman reported third quarter 2026 revenues of $1,717 million, up 18% from $1,460 million a year earlier, and a net loss attributable to Huntsman of $18 million, compared with $25 million in the prior-year period. Adjusted diluted income per share was $0.04, versus an adjusted loss of $0.03 a year earlier, while free cash flow fell to $82 million from $157 million. Management also said it expects the planned merger of equals with Olin Corporation to close in the first quarter of 2027.
Revenues were $1,717 million, up from $1,460 million in the third quarter of 2025.
Net loss attributable to Huntsman narrowed to $18 million, or $0.10 per diluted share, from $25 million, or $0.14 per share.
Adjusted EBITDA rose to $132 million from $94 million, and adjusted diluted income per share was $0.04 versus a loss of $0.03.
Free cash flow was $82 million, down from $157 million; the Olin merger is now expected to close in the first quarter of 2027.
Apple Inc. reported fourth quarter revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10. For the full fiscal year 2026, the company posted record total revenue of $479 billion. Shareholders will receive a cash dividend of $0.27 per share payable on November 16, 2026.
Diluted earnings per share for the fourth quarter were $2.10, up 14 percent year over year.
Full year fiscal 2026 revenue set a record at $479 billion, up from $416.2 billion in fiscal 2025.
A cash dividend of $0.27 per share was declared, payable on November 16, 2026, to shareholders of record on November 12, 2026.
ONE Gas reported third quarter 2026 adjusted net income of $33.5 million, or $0.53 per diluted share, up from $0.47 a year earlier, and raised its 2026 adjusted earnings per share guidance to $4.95-$5.01 from $4.89-$4.95. The board also declared a quarterly dividend of $0.68 per share, which shareholders of record on November 16, 2026 will receive on December 3, 2026. The guidance increase is the second raise this year, according to the company.
Q3 2026 GAAP net income was $31.2 million, or $0.49 per diluted share, versus $26.5 million, or $0.44, in Q3 2025
Year-to-date 2026 adjusted net income was $218.9 million, or $3.47 per diluted share, versus $3.00 a year earlier
2026 net income guidance raised to $313 million-$317 million from $310 million-$314 million
Quarterly dividend of $0.68 per share, payable December 3, 2026, to holders of record on November 16, 2026
Metallus reported third-quarter 2026 net sales of $337.2 million, up 10% from a year earlier but down 1% from the second quarter, and net income of $23.8 million, or $0.55 per diluted share. The company expects fourth-quarter adjusted EBITDA to be lower than the third quarter and full-year 2026 adjusted EBITDA of $100 million to $105 million.
Q3 2026 adjusted EBITDA was $34.5 million, up from $29.0 million in both the second quarter of 2026 and the third quarter of 2025.
Q3 net income included a $15.7 million gain from remeasurement of benefit plans; adjusted net income was $14.9 million, or $0.35 per diluted share, versus $11.8 million, or $0.27, a year earlier.
Fourth-quarter shipments are expected to fall by a high-single-digit percentage sequentially, and annual shutdown maintenance is expected to reduce adjusted EBITDA by about $10 million to $15 million versus the third quarter.
Kristopher Westbrooks will succeed Mike Williams as chief executive officer at the end of 2026, and the company received a U.S. Defense Logistics Agency contract with an initial $125 million purchase order.
Lattice Semiconductor reported third-quarter 2026 revenue of $291.0 million, driven by strong compute and communications demand and the acquisition of AMI. GAAP net income was $11.2 million, or $0.08 per diluted share, while non-GAAP diluted net income per share reached $0.72. For the fourth quarter of 2026, the company expects revenue between $325 million and $345 million.
Third-quarter 2026 revenue reached $291.0 million, an increase of 118.3% year-over-year.
GAAP net income was $11.2 million, or $0.08 per diluted share, for the quarter ended October 3, 2026.
Fourth-quarter 2026 revenue is expected to be between $325 million and $345 million.
Herbalife reported third-quarter 2026 net sales of $1.35 billion, up 6.0% from a year earlier, and diluted EPS of $0.55 versus $0.42. The company raised its full-year 2026 net sales guidance and maintained its reported adjusted EBITDA guidance, while announcing a new $250 million share repurchase program and a leadership change, with John DeSimone named interim CEO and Scott Schaefer named CFO, both effective November 1, 2026.
Q3 net sales of $1.35 billion, up 6.0% year over year (7.6% at constant currency); net income attributable to Herbalife of $58.8 million vs. $43.2 million a year earlier
Diluted EPS of $0.55 vs. $0.42; adjusted diluted EPS of $0.64 vs. $0.50
Full-year 2026 net sales guidance increased on reported and constant currency bases; adjusted EBITDA guidance maintained on a reported basis
Board authorized a share repurchase program of up to $250 million over three years; no shares were repurchased in Q3; John DeSimone named interim CEO
Aehr Test Systems reported first quarter fiscal 2027 results for the period ended September 25, 2026, with revenue of $33.0 million, up 200% from $11.0 million a year earlier, and GAAP net income of $7.2 million, or $0.21 per diluted share, compared with a net loss of $2.1 million a year earlier. The company raised its fiscal 2027 revenue outlook to $150 million from a prior range of $130 million to $150 million, which matters to shareholders because it signals higher expected sales for the year. The filing also covers a one-month transition period ended June 26, 2026, following a change in fiscal year-end.
Revenue was $33.0 million, up 200% year over year from $11.0 million and up 75% sequentially
GAAP net income was $7.2 million, or $0.21 per diluted share, versus a GAAP net loss of $2.1 million, or $0.07 per diluted share, a year earlier
Fiscal 2027 revenue outlook raised to $150 million from a prior range of $130 million to $150 million; non-GAAP net income expected at least 20% of revenue
Bookings were $46.7 million; backlog was $100.9 million at September 25, 2026, and effective backlog was $109.3 million at November 1, 2026
Boise Cascade reported third quarter 2026 net income of $36.4 million, or $1.04 per diluted share, on sales of $1.8 billion, compared with $21.8 million, or $0.58 per share, on sales of $1.7 billion a year earlier. The company also gave fourth quarter 2026 guidance for total company EBITDA of $32 million to $54 million, and said housing demand remains constrained.
Q3 2026 net income $36.4 million ($1.04 diluted EPS) vs. $21.8 million ($0.58) in Q3 2025; sales up 8% to $1.8 billion
Wood Products segment income was $16.1 million vs. a $12.1 million loss a year earlier; Building Materials Distribution segment income fell 6% to $51.3 million
Fourth quarter 2026 guidance: total company EBITDA of $32 million to $54 million
Board declared a quarterly dividend of $0.23 per share on October 29, 2026, payable December 16, 2026
Celanese furnished prepared remarks and a slide deck for its third quarter 2026 earnings, showing adjusted earnings per share of $1.65, up 23% from the prior year, and free cash flow of $461 million. The company raised its full-year 2026 free cash flow outlook to $750 million to $800 million and expects full-year adjusted EPS of approximately $6.00 to $6.25. Management also said a sale of a further 19% stake in the Nutrinova joint venture to Mitsui, for about $152 million, is expected to close in the coming weeks.
Q3 2026 adjusted EPS of $1.65, up 23% from the same period last year; free cash flow of $461 million
Full-year 2026 free cash flow outlook raised to $750 million to $800 million
Full-year 2026 adjusted EPS expected at approximately $6.00 to $6.25
Net debt-to-operating EBITDA was 4.9x at quarter end, with a target of about 4.7x at the end of 2026
UDR, Inc. reported its third-quarter 2026 financial results, showing an increase in net income per diluted share to $0.67 compared to $0.12 in the prior-year period. Driven by better-than-expected operational results and FFOA, the company raised its full-year 2026 guidance ranges for net income and FFOA per diluted share. Shareholders also benefited from the close of a strategic $2.0 billion joint venture with Apollo and ongoing share repurchases.
Net income per diluted share was $0.67 for the third quarter ended September 30, 2026, compared to $0.12 in 2025.
Full-year 2026 FFOA per diluted share guidance was updated to a range of $2.54 to $2.56, with a midpoint of $2.55.
Closed a $2.0 billion strategic partnership with Apollo on October 30, 2026, receiving $1.34 billion of equity capital.
Repurchased approximately 5.2 million common shares through October for $185.1 million.
Celanese reported third quarter 2026 net sales of $2.6 billion, up 6% from a year earlier, and adjusted earnings per share of $1.65 versus $1.34 a year earlier. The company raised its 2026 free cash flow outlook to $750 to $800 million and expects full-year 2026 adjusted earnings per share of approximately $6.00 to $6.25, which gives shareholders a clearer view of earnings and cash generation for the year.
Q3 2026 net sales $2.6 billion, up 6% year over year; U.S. GAAP diluted EPS $0.68 and adjusted EPS $1.65
Full-year 2026 adjusted EPS outlook of approximately $6.00 to $6.25; free cash flow outlook raised to $750 to $800 million
Agreement to sell an additional 19% of Nutrinova joint venture to Mitsui & Co. for about $152 million in cash, expected to close in Q4 2026
Investor Event scheduled for December 9, 2026 in Florence, Kentucky
Valaris furnished a fleet status report dated November 2, 2026, showing contract backlog of approximately $4.8 billion, up from $4.6 billion as of August 5, 2026. New awards and extensions since the last report added about $600 million, including a three-year bp service contract that adds about $290 million.
Contract backlog is approximately $4.8 billion, up from $4.6 billion as of August 5, 2026
Three-year bp service contract for Mad Dog and Thunder Horse platforms adds about $290 million
Semisubmersible VALARIS MS-1 was sold for recycling; jackup VALARIS 111 was sold to another buyer for conversion to a mobile offshore production unit
Voya Financial reported third-quarter 2026 net income available to common shareholders of $193 million, or $2.09 per diluted share, up from $176 million, or $1.80, a year earlier. The board also raised the quarterly dividend 21% to $0.57 per share and increased the share repurchase authorization by $500 million, which matters to shareholders because it changes how much cash the company returns to them.
Net income available to common shareholders was $193 million, or $2.09 per diluted share, versus $176 million, or $1.80, in third-quarter 2025.
After-tax adjusted operating earnings were $240 million, or $2.60 per diluted share, versus $239 million, or $2.45, a year earlier, and included $25 million of pre-tax severance expense.
Quarterly common dividend rises 21% to $0.57 per share, beginning in the fourth quarter of 2026.
Repurchase authorization increased by $500 million, on top of about $163 million of remaining capacity as of Sep. 30, 2026.
ON Semiconductor Corporation reported third quarter 2026 revenue of $1,722.3 million and GAAP diluted earnings per share of $0.79, alongside non-GAAP diluted earnings per share of $0.90. The company also announced revised terms for its planned acquisition of Synaptics for approximately $5.7 billion in cash and provided its fourth quarter 2026 revenue outlook between $1,715 million and $1,815 million. These financial results and strategic developments provide shareholders with updated visibility into core operating margins and ongoing portfolio expansion.
Third quarter 2026 revenue reached $1,722.3 million, an 11% increase year-over-year.
GAAP diluted earnings per share were $0.79 and non-GAAP diluted earnings per share were $0.90 for the quarter ended October 2, 2026.
Revised terms for the planned acquisition of Synaptics were announced for approximately $5.7 billion in cash.
Fourth quarter 2026 revenue is projected to be between $1,715 million and $1,815 million.
BWX Technologies reported third quarter 2026 revenues of $953.0 million and net income of $102.0 million, representing growth over the same period in 2025. The company also tightened its full-year 2026 non-GAAP earnings per share guidance to $4.72-$4.77 and free cash flow guidance to $350 million-$360 million.
3Q26 consolidated revenues were $953.0 million, with net income of $102.0 million and diluted GAAP EPS of $1.11.
3Q26 adjusted EBITDA reached $179.7 million and free cash flow was $150.5 million.
Full-year 2026 non-GAAP EPS guidance was tightened to $4.72-$4.77.
Declared a quarterly cash dividend of $0.27 per common share payable on December 10, 2026.
Equitable Holdings reported third-quarter 2026 net income of $1.1 billion, or $4.05 per share, compared to a net loss in the prior-year period. Non-GAAP operating earnings were $595 million, or $2.13 per share, as the company experienced positive organic growth across its retirement, wealth management, and asset management businesses and returned $320 million to shareholders.
Net income attributable to Holdings was $1.1 billion, or $4.05 per share, for the quarter ended September 30, 2026.
Non-GAAP operating earnings reached $595 million, or $2.13 per share.
The company returned $320 million to shareholders in the quarter, consisting of $82 million in dividends and $238 million in share repurchases.
Total assets under management and administration increased to $1.2 trillion.
Ichor Holdings reported third quarter 2026 revenue of $328.7 million, up 37% from the third quarter of 2025 and up 12% from the second quarter of 2026. GAAP diluted EPS was $0.55, compared with a loss of $0.67 a year earlier, and the company gave a fourth quarter 2026 revenue outlook of $345 million to $365 million. Cash and cash equivalents fell $43.0 million in the quarter to $213.5 million, and the company used $28.8 million in operating cash flow.
Q3 2026 net sales were $328.7 million, up from $294.8 million in Q2 2026 and $239.3 million in Q3 2025.
GAAP net income was $20.9 million, or $0.55 per diluted share; non-GAAP diluted EPS was $0.63.
Fourth quarter 2026 outlook: revenue of $345 million to $365 million and GAAP diluted EPS of $0.50 to $0.60.
Cash and cash equivalents ended the quarter at $213.5 million, down $43.0 million from the prior quarter.
Bioventus reported third-quarter 2026 revenue of $142.4 million, up 3%, and net income attributable to the company of $6.0 million, up from $3.2 million a year earlier. The company reaffirmed its 2026 adjusted EPS guidance of $0.75 to $0.79 per diluted share and updated net sales guidance to $590 million to $595 million, while continuing to review potential strategic alternatives that followed an unsolicited acquisition proposal.
Q3 2026 revenue of $142.4 million rose 3%, led by Pain Treatments, which grew 6.2% to $71.3 million
GAAP diluted EPS was $0.08 versus $0.05 a year earlier; non-GAAP diluted EPS was $0.17 versus $0.15
2026 guidance: adjusted EPS of $0.75 to $0.79 reaffirmed; net sales of $590 million to $595 million
Company continues to review potential strategic alternatives; cash from operations was $20.7 million in Q3
Neurocrine Biosciences reported third-quarter 2026 total revenues of $1.1 billion, representing 41% year-over-year growth, alongside GAAP net income of $207 million. The company also raised its full-year 2026 net sales guidance for INGREZZA to a range of $2.9 billion to $2.925 billion.
Total revenues for the third quarter of 2026 reached $1.1 billion, up 41% compared to $795 million in the third quarter of 2025.
INGREZZA net product sales were $801 million, leading management to raise full-year 2026 INGREZZA net sales guidance to $2.9 billion to $2.925 billion.
GAAP net income for the third quarter of 2026 was $207 million, or $1.96 per diluted share, compared to $210 million, or $2.04 per diluted share, in the prior-year period.
Allison reported third-quarter 2026 net sales of $1,534 million, up from $693 million a year earlier, with the Allison Off-Highway business acquired on January 1, 2026 contributing $653 million. Net income rose to $191 million from $137 million, and diluted EPS was $2.30 versus $1.63, while the company raised its full-year 2026 guidance for net sales, net income, adjusted EBITDA, operating cash flow and adjusted free cash flow.
Q3 net sales $1,534 million, up 121% year over year; Allison Transmission segment record $881 million, up 27%
Net income $191 million versus $137 million; diluted EPS $2.30 versus $1.63; adjusted diluted EPS $2.90
Adjusted EBITDA $400 million, margin 26.1% versus 36.9% a year earlier
Full-year 2026 guidance raised: net sales $5,975 to $6,075 million; net income $645 to $685 million; adjusted free cash flow $850 to $900 million
SI-BONE reported third-quarter 2026 results for the quarter ended September 30, 2026. Revenue rose 14.5% to $55.7 million and the net loss narrowed to $3.6 million, while the company reaffirmed its 2026 revenue guidance of $231 million to $233 million and lowered its operating expense growth expectation to 10.5% from 12.0%.
Worldwide revenue was $55.7 million, up 14.5% from $48.7 million a year earlier; U.S. revenue was $52.8 million, up 13.9%.
Net loss was $3.6 million, or $0.08 per diluted share, compared with $4.6 million, or $0.11 per share, in the prior-year quarter.
2026 revenue guidance of $231 million to $233 million and gross margin of about 79.0% were reaffirmed.
Expected 2026 operating expense growth was reduced to about 10.5% from about 12.0% at the revenue midpoint.
Roku, Inc. reported its third-quarter 2026 financial results, highlighting total net revenue of $1.5 billion and net income of $183 million. Due to its pending acquisition by Fox Corporation, the company did not host an earnings call or provide a financial outlook.
Total net revenue grew 24% year over year to $1.5 billion for the quarter ended September 30, 2026.
Platform revenue increased 23% year over year to $1.3 billion.
Net income reached $183 million, compared to $25 million in the prior-year period.
Streaming hours rose 9% year over year to 39.9 billion.
Paymentus reported unaudited third-quarter 2026 results on November 2, 2026, with revenue of $372.2 million, up 19.8% year-over-year, and GAAP net income of $27.5 million, compared with $17.7 million a year earlier. The company also issued fourth-quarter and full-year 2026 guidance, with full-year revenue expected at $1,464 million to $1,469 million, and said its results and backlog support its 2026 targets and 2027 outlook.
Q3 revenue $372.2 million, up 19.8% year-over-year; 219.0 million transactions processed, up 20.1%
Diluted GAAP EPS $0.21 vs. $0.14 a year earlier; net income $27.5 million vs. $17.7 million
Adjusted EBITDA $49.7 million, up 38.6%, with a 41.9% adjusted EBITDA margin
Guidance: Q4 2026 revenue $373 million to $378 million; full-year 2026 revenue $1,464 million to $1,469 million
Harmonic reported third-quarter 2026 revenue of $148.8 million, up 64% from $90.5 million a year earlier, and GAAP diluted earnings of $0.16 per share versus $(0.00) a year earlier. The company raised its full-year 2026 GAAP revenue outlook to $545 million to $555 million, and its Q4 2026 revenue guidance is $141 million to $151 million, which matters to shareholders because it signals continued growth after the Video business sale.
Q3 2026 GAAP net revenue was $148.8 million, up 64% year over year; GAAP operating profit was $26.2 million versus $4.0 million a year earlier.
Backlog and deferred revenue was $534.0 million at October 2, 2026, an increase of 58% from $338 million a year earlier.
Full-year 2026 GAAP net revenue outlook raised to $545 million to $555 million; Q4 2026 GAAP net revenue guidance is $141 million to $151 million.
Video business sale to Leone Media Inc. (MediaKind) completed June 16, 2026 for $137.9 million in proceeds at closing, subject to post-closing adjustments.
Realty Income reported third-quarter 2026 net income available to common stockholders of $403.9 million, or $0.43 per share, alongside an increase in Adjusted Funds from Operations to $1.12 per share. Driven by strong operating performance and robust investment activity, the company raised its full-year 2026 AFFO per share guidance to $4.45 to $4.46.
Net income available to common stockholders reached $403.9 million, or $0.43 per share, for the third quarter ended September 30, 2026.
Adjusted Funds from Operations rose 3.7% to $1.12 per share compared to the third quarter of 2025.
The company invested $2.6 billion during the quarter at an initial weighted average cash yield of 6.8%.
Full-year 2026 AFFO per share guidance was raised to a range of $4.45 to $4.46.
Palantir Technologies Inc. announced financial results for the third quarter ended September 30, 2026, reporting total revenue of $2.313 billion and GAAP net income of $1.128 billion. The company also raised its full-year 2026 revenue guidance to between $8.530 and $8.534 billion.
Q3 2026 revenue grew 96% year-over-year to $2.313 billion.
U.S. commercial revenue grew 148% year-over-year to $984 million.
Full-year 2026 revenue guidance was raised to between $8.530 and $8.534 billion.
V2X reported third-quarter 2026 revenue of $1.27 billion, up 9% year-over-year, and net income of $32.0 million, up 30%. The company raised its full-year 2026 guidance across revenue, adjusted EBITDA, adjusted diluted EPS and adjusted operating cash flow, which matters to shareholders because it signals higher expected earnings for the year.
Q3 2026 diluted EPS was $1.01, up 32% year-over-year; adjusted diluted EPS was $1.64, up 19%
Adjusted EBITDA was $88.6 million with a 7.0% margin, versus 7.3% a year earlier
2026 revenue guidance raised to $4,950 million-$5,100 million from $4,875 million-$5,025 million; adjusted diluted EPS guidance raised to $6.15-$6.55 from $5.90-$6.30
Net debt was $811.7 million at quarter end, down $140.3 million year-over-year
Diamondback Energy reported third-quarter 2026 net income attributable to the company of $1.603 billion, along with $2.148 billion in free cash flow. The company increased its annual base dividend by 7.3% to $4.72 per share and raised its full-year 2026 production and capital expenditure guidance.
Average oil production reached 525 MBO/d for the third quarter ended September 30, 2026.
The annual base dividend increased by 7.3% to $4.72 per share.
Full-year 2026 oil production guidance was increased to approximately 524 MBO/d.
Hinge Health reported third-quarter 2026 revenue of $235.0 million, up 52% from a year earlier, and GAAP diluted net income of $0.66 per share compared with a loss of $0.02 per share in Q3 2025. The company raised its full-year 2026 revenue guidance to $879 million to $881 million and disclosed that President James Pursley will step down effective January 1, 2027, and join the Board on January 4, 2027.
Q3 2026 revenue was $235.0 million, up from $154.2 million in Q3 2025; GAAP income from operations was $50.3 million versus a $6.1 million loss a year earlier.
GAAP diluted EPS was $0.66 versus a loss of $0.02; non-GAAP diluted EPS was $0.71 versus $0.32.
Full-year 2026 revenue guidance was raised to $879 million to $881 million; Q4 2026 revenue is expected at $249 million to $251 million.
Free cash flow was $112.7 million in Q3 2026, versus $81.3 million a year earlier; Daniel Perez, CEO, will also become President.
Williams Companies reported third-quarter 2026 GAAP net income of $699 million, or $0.56 per diluted share, representing an 8% increase compared to the third quarter of 2025. Adjusted EBITDA rose 6% year-over-year to $2.039 billion, supported by higher service revenues and ongoing infrastructure expansion projects. The company remains on track to achieve the upper half of its full-year 2026 Adjusted EBITDA guidance range of $8.3 billion to $8.5 billion.
GAAP net income reached $699 million, or $0.56 per diluted share, up 8% from $646 million in the third quarter of 2025.
Adjusted EBITDA increased by $119 million, or 6%, to $2.039 billion compared to $1.920 billion in the third quarter of 2025.
Available funds from operations (AFFO) grew 10% to $1.589 billion, resulting in a dividend coverage ratio of 2.42x.
The company reaffirmed its full-year 2026 Adjusted EBITDA guidance range of $8.3 billion to $8.5 billion, tracking toward the upper half.
On October 27, 2026, a Diversified Energy subsidiary signed an amendment to its revolving credit agreement. The amendment raises the borrowing base from $900 million to $1 billion and the aggregate maximum credit amounts from $1.5 billion to $2.5 billion, while cutting interest margins by 25 basis points. It also sets an earlier maturity date if the Nordic bonds remain outstanding, which would move the facility's maturity to January 8, 2029.
Borrowing base rises from $900 million to $1 billion; aggregate maximum credit amounts rise from $1.5 billion to $2.5 billion.
Truist Bank replaces KeyBank National Association as administrative agent; KeyBank is no longer a lender.
Interest margins are reduced by 25 basis points; maturity moves to October 27, 2030, or earlier, to January 8, 2029, if the 9.75% Nordic bonds due April 9, 2029 remain outstanding.
On October 26, 2026, ABS IX redeemed its $62 million in asset-backed notes using borrowings under the credit agreement.
Sabra Health Care REIT reported third quarter 2026 total revenues of $249.6 million, up from $190.0 million a year earlier, and net income of $0.11 per diluted share, compared with $0.09. Normalized FFO was $0.39 per diluted share, up from $0.36, and the company updated 2026 normalized FFO guidance to $1.540 to $1.550 per share, which its CEO said was increased at the midpoint.
Total revenues were $249.6 million for the quarter, versus $190.0 million in the third quarter of 2025.
Normalized FFO was $0.39 per diluted share, versus $0.36; normalized AFFO was $0.41, versus $0.38.
Full-year 2026 guidance: net income $0.265 to $0.275 per share and normalized FFO $1.540 to $1.550 per share.
Sabra was awarded an additional $425 million of investments and declared a quarterly dividend of $0.30 per share, payable November 30, 2026.
Viper Energy reported third-quarter 2026 net income of $300 million, compared with a net loss of $197 million a year earlier, and total operating income of $661 million, up from $418 million. The company raised its full-year 2026 production guidance and initiated Q4 2026 guidance that includes the pending Buckhorn Acquisition, which is expected to close in the fourth quarter.
Q3 2026 net income $300 million vs. net loss of $197 million in Q3 2025; diluted EPS $0.72 vs. $(0.52)
Average daily production of 141,152 boe/d in Q3 2026 vs. 108,859 boe/d in Q3 2025
Full-year 2026 production guidance raised to 67,250 to 67,750 bo/d; Q4 2026 guidance of 70,000 to 71,000 bo/d includes Buckhorn
Declared Q3 base dividend of $0.50 per Class A share, payable November 19, 2026; repurchased about $90 million of shares in Q3
Independent Bank Corp. furnished an investor presentation under Item 7.01 for use at the KBW 2026 Boston Bank Day on November 3, 2026. The deck shows Q3 2026 net income of $89.7 million and diluted EPS of $1.90, up from $81.8 million and $1.70 in Q2 2026, and it sets out Q4 2026 guidance for net interest income, expenses and tax rate.
Q3 2026 net income $89.7 million and diluted EPS $1.90, versus $81.8 million and $1.70 in Q2 2026
Q4 2026 guidance: net interest income modest increase; core conversion costs of approximately $1.0-1.5 million; tax rate 23.3-23.4%
Nonperforming loans rose to $125.7 million, 0.68% of total loans at September 30, 2026, from $103.6 million at June 30, 2026
Approximately 679,000 shares repurchased for $57.4 million in Q3 2026
Backblaze reported third-quarter 2026 results on November 2, 2026, with revenue of $46.7 million, up 26% from a year earlier, and a net loss of $2.4 million, narrowed from $3.8 million a year earlier. The company raised its full-year 2026 revenue outlook to $177.8 million to $178.2 million, from $172.0 million to $174.0 million, and its adjusted EBITDA margin outlook to 30% to 31%.
B2 Cloud Storage revenue rose 47% to $30.5 million, while Computer Backup revenue fell 2% to $16.2 million.
Net loss per share was $0.04, compared with $0.07 in Q3 2025; adjusted EBITDA was $15.2 million, or 33% of revenue.
Fourth-quarter 2026 revenue is expected between $49.8 million and $50.2 million.
Backblaze completed a $201 million offering of 0% convertible senior notes due 2031.
Advanced Energy reported third quarter 2026 results with revenue of $696 million, up 50% from a year earlier and above the high end of its guidance. GAAP diluted EPS from continuing operations was $2.80, up from $1.21, and non-GAAP EPS was $3.65, also above the high end of guidance. The company guided fourth quarter 2026 revenue to $735 million plus or minus $25 million.
Q3 2026 revenue was $696 million, versus $463 million in Q3 2025 and $574 million in Q2 2026.
GAAP diluted EPS from continuing operations was $2.80 versus $1.21 a year earlier; non-GAAP EPS was $3.65 versus $1.74.
Q2 2026 GAAP results included $32 million of inducement costs tied to partial conversion of the 2028 convertible notes.
Q4 2026 guidance: revenue $735 million plus or minus $25 million; GAAP EPS $3.30 plus or minus $0.30; non-GAAP EPS $3.90 plus or minus $0.30.
Syndax reported third-quarter 2026 total revenue of $83.3 million, up from $45.9 million a year earlier, and a net loss of $49.4 million, or $0.55 per share, versus $60.7 million, or $0.70 per share, in the prior-year quarter. The company also said its Chief Financial Officer, Keith Goldan, will retire effective November 9, 2026, and Aaron A. Ondrey will succeed him on the same date.
Revuforj net revenue was $60.7 million in Q3 2026, up 90% year over year; Niktimvo collaboration revenue to Syndax was $22.6 million.
Q3 2026 research and development expenses rose to $67.5 million from $56.3 million; SG&A fell to $43.7 million from $44.9 million.
Company continues to expect 2026 R&D plus SG&A expenses of about $400 million, excluding about $50 million of estimated non-cash stock compensation.
Ondrey joins as CFO effective November 9, 2026, with a $543,000 base salary and a 45% target bonus; Goldan will continue as an advisor for an interim period.
Waystar Holding Corp. reported third-quarter 2026 revenue of $325.6 million, up 21% from a year earlier, with GAAP net income of $31.0 million, essentially flat with $30.6 million a year earlier. GAAP diluted earnings per share were $0.16, down from $0.17, while adjusted EBITDA rose to $139.3 million from $112.7 million. The company also set full-year 2026 guidance, which the filing does not compare with any prior outlook.
Q3 2026 revenue of $325.6 million, up 21% year over year; subscription revenue of $180.7 million, up 34%
GAAP net income of $31.0 million and diluted EPS of $0.16, versus $0.17 a year earlier; non-GAAP net income of $87.1 million
Full-year 2026 guidance: total revenue of $1.277 billion to $1.287 billion; adjusted EBITDA of $543 million to $549 million; diluted non-GAAP EPS of $1.63 to $1.71
Q3 adjusted EBITDA adjustments included $1.4 million of costs tied to a cybersecurity incident
Kentucky First Federal Bancorp (Nasdaq: KFFB) reported net income of $919,000, or $0.11 per diluted share, for the three months ended September 30, 2026, up from $344,000, or $0.04 per share, a year earlier. Higher net interest income and lower non-interest expense drove the increase, partly offset by a $40,000 provision for credit losses and higher income tax expense.
Net income of $919,000 ($0.11 diluted EPS) versus $344,000 ($0.04) for the same quarter a year earlier
Net interest income rose $639,000, or 25.5%, to $3.1 million; average yield on interest-earning assets rose 38 basis points to 5.97%
Non-interest expense fell $130,000, or 5.9%; provision for credit losses was $40,000 versus none a year earlier
Total deposits fell $7.2 million, or 2.8%, to $253.6 million; book value per share was $6.30 at September 30, 2026
Timberland Bancorp reported fourth-quarter net income of $8.11 million, or $1.04 per diluted share, up from the prior quarter but down 4% from a year earlier, when results included a $1.04 million BOLI insurance claim. For the fiscal year ended September 30, 2026, net income rose 7% to $31.17 million and EPS rose 8% to $3.96. The board also raised the quarterly cash dividend 3% to $0.31 per share.
Q4 net income $8.11 million ($1.04 per diluted share), up from $7.72 million ($0.98) in the prior quarter and down 4% from $8.45 million ($1.07) a year earlier
Fiscal 2026 net income $31.17 million, up 7% from $29.16 million; EPS $3.96 versus $3.67
Quarterly cash dividend raised 3% to $0.31 per share, payable November 27, 2026, to holders of record on November 12, 2026
Net interest margin 3.96%, up from 3.85% in the prior quarter and 3.82% a year earlier; net charge-offs $1.07 million versus net recoveries of $1,000 in the prior quarter
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