AI filing briefs · archive

8-K filings in November 2026, explained

2,461 material Form 8-K filings that 2,078 companies we cover made with the SEC in November 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

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308 of 2,461 briefs match

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Lake Superior amends Openmarkets merger deal, extends deadline to March 31, 2027

Neutral m&a Written later 1.01

Lake Superior Acquisition Corp. signed an Amended and Restated Business Combination Agreement on November 3, 2026, with Openmarkets Group and related parties, restructuring the pre-closing ownership of Pubco and the order of the transactions. The closing exchange consideration of $300 million is unchanged, as are the milestone consideration terms, and the outside date is extended to March 31, 2027, which gives shareholders a longer window for the deal to close.

  • Closing exchange consideration of $300,000,000, payable in Pubco ordinary shares at a deemed value of $10.00 per share
  • Milestone consideration of up to $300,000,000 (license) and up to $400,000,000 (performance), held in escrow as Pubco shares totaling $700,000,000
  • Outside date extended from December 31, 2026 to March 31, 2027
  • Lake Superior is to be liquidated after closing, with its assets transferred to Pubco
Read the filing on SEC.gov ↗
TECHBIO-TECHNE Corp Nov 3, 8:30 PM ET

Bio-Techne declares $0.08 quarterly dividend, payable Nov. 23, if Merck deal not closed

Neutral shareholder 8.01

Bio-Techne's board declared a $0.08 per share cash dividend for the quarter ended September 30, 2026. The payment is conditional on the pending transaction with Merck KGaA, Darmstadt, Germany not closing on or before the November 13, 2026 record date, so the dividend tie-in to that deal matters to shareholders.

  • Dividend of $0.08 per share for the quarter ended September 30, 2026
  • Payable November 23, 2026 to common shareholders of record at close of business November 13, 2026
  • Dividend applies only if the Merck KGaA transaction has not closed on or before November 13, 2026
  • Future dividends will be considered by the Board on a quarterly basis
Read the filing on SEC.gov ↗
PARRPAR PACIFIC HOLDINGS, INC. Nov 3, 7:15 PM ET

Par Pacific Q3 net income rises to $353.3 million, or $7.11 per diluted share

Positive earnings 2.02

Par Pacific reported third quarter 2026 net income attributable to stockholders of $353.3 million, or $7.11 per diluted share, up from $262.6 million, or $5.16 per share, a year earlier. The results include a $187.2 million small refinery exemption benefit from the EPA, and the company agreed to sell its 46% interest in Laramie Energy, with about $120 million in cash proceeds expected by year end.

  • Revenues were $3,052.4 million in Q3 2026, compared with $2,012.9 million in Q3 2025.
  • Adjusted net income attributable to stockholders was $531.5 million, or $10.70 per diluted share, including a $187.2 million SRE impact.
  • The EPA granted full and partial small refinery exemptions in August 2026, which the company recorded as a gain in the third quarter.
  • The Laramie Energy sale is expected to close in Q4 2026, with about $120 million in cash proceeds expected by year end.
Read the filing on SEC.gov ↗
AVAAVISTA CORP Nov 3, 6:44 PM ET

Avista Q3 GAAP EPS rises to $0.57 from $0.36; 2026 utility guidance confirmed

Positive earnings 2.027.01

Avista Corp. reported third-quarter 2026 GAAP net income of $49 million, or $0.57 per diluted share, up from $29 million, or $0.36, a year earlier. Non-GAAP utility earnings rose to $33 million, or $0.38 per share, from $30 million, or $0.37, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.

  • Q3 2026 GAAP EPS $0.57 vs. $0.36; non-GAAP utility EPS $0.38 vs. $0.37
  • Year-to-date GAAP EPS $2.11 vs. $1.51; non-GAAP utility EPS $1.76 vs. $1.67
  • 2026 non-GAAP utility EPS guidance confirmed at $2.52 to $2.72; CEO expects the midpoint
  • Company expects to issue up to $15 million of common stock in 2026 and up to $220 million of long-term debt in 2027
Read the filing on SEC.gov ↗
HLHECLA MINING CO/DE/ Nov 3, 6:25 PM ET

Hecla Q3 profit rises to $150 million; record free cash flow of $151 million

Positive earnings 2.025.028.01

Hecla reported third quarter 2026 sales of $395 million, up 18% from the prior quarter, and income from continuing operations of $150 million, or $0.22 per share, versus $118 million, or $0.18 per share, in the second quarter. The company raised the low end of its 2026 silver production guidance, improved its cost guidance, and lowered its capital investment guidance, while also suppressing Keno Hill milling rates from the fourth quarter to preserve permitted tailings capacity. The filing also added Dale Andres to the Board and declared a $0.00375 per share dividend.

  • Sales of $394.8 million from continuing operations, up from $333.9 million in the prior quarter, driven mainly by timing of sales at Greens Creek
  • Record free cash flow from continuing operations of $151 million; cash and cash equivalents of $692 million at September 30, 2026
  • 2026 silver production guidance of 15.3-16.1 million ounces, with the low end raised from 15.1 million; total capital investment guidance lowered to $198-$214 million
  • Dividend of $0.00375 per share payable on or about December 8, 2026, to holders of record on November 23, 2026
Read the filing on SEC.gov ↗
MMM3M CO Nov 3, 6:03 PM ET

3M agrees to $7.35 billion PFAS injury settlement, taking $5.8 billion pre-tax charge

Mixed legal/regulatory 1.018.01

3M agreed on November 3, 2026 to a settlement intended to resolve most PFAS-related personal injury claims in the AFFF multidistrict litigation. The company will contribute a nominal $7.35 billion from 2026 through 2034, with a present value of $5.8 billion, and will record that amount as a pre-tax charge in the fourth quarter of 2026. The company says the charge does not change its previously issued 2026 guidance, and payments depend on claimant participation thresholds.

  • Nominal commitment of $7.35 billion over 2026 to 2034; present value of $5.8 billion
  • Pre-tax charge of $5.8 billion in Q4 2026, treated as a special item in adjusted results; 3M says 2026 guidance is unchanged
  • $50 million payment due in 2026 and no payments in 2027; payments subject to claimant participation thresholds
  • Settlement covers about 99% of current personal injury claims, involving roughly 115,000 to 120,000 eligible plaintiffs; 3M does not admit liability
Read the filing on SEC.gov ↗
ASHASHLAND INC. Nov 3, 5:27 PM ET

Ashland Q4 sales rise 4% to $498 million, but it posts a $16 million net loss

Mixed earnings 2.027.01

Ashland reported preliminary fourth-quarter fiscal 2026 sales of $498 million, up 4% from the prior-year quarter, and adjusted EBITDA of $121 million, up 2%. GAAP results were weaker: a net loss of $16 million compared with net income of $32 million a year earlier. The company also issued fiscal 2027 guidance of $1,905 million to $1,975 million in sales and $405 million to $435 million in adjusted EBITDA.

  • Q4 sales were $498 million, up 4%; sales volumes rose 3% and pricing rose 2%.
  • Net loss was $16 million, or ($0.35) per diluted share; adjusted diluted EPS was $1.12 versus $1.08 a year earlier.
  • Specialty Additives adjusted EBITDA fell 31% to $20 million, while Life Sciences adjusted EBITDA rose 16% to $64 million.
  • Fiscal 2027 guidance: sales of $1,905 million to $1,975 million and adjusted EBITDA of $405 million to $435 million; fiscal 2026 adjusted EBITDA was $385 million.
Read the filing on SEC.gov ↗
SWRDStewards, Inc. Nov 3, 5:27 PM ET

Stewards Issues $6.05 Million Convertible Note to Crom Fund, Priced at 10% Discount

Negative financing Written later 1.012.033.023.035.07

On October 28, 2026, Stewards, Inc. sold an unsecured convertible promissory note with a principal amount of $6,050,000 to Crom Structured Opportunities Fund I, LP for $5,500,000. The note matures in 12 months, and the investor can convert it into common stock from January 31, 2027, at 90% of the lowest daily VWAP over the prior five trading days, which could add substantial dilution for shareholders. The company plans to use about $4,937,000 in net proceeds to fund its proposed acquisition of PIXL, LLC, though no definitive agreement has been signed.

  • Note: $6,050,000 principal, $5,500,000 purchase price, 10% original issue discount, due in 12 months
  • Conversion from January 31, 2027 at 90% of the lowest five-day VWAP, with a full-ratchet anti-dilution adjustment
  • Share reserve of at least 7,000,000 shares; issuance above 45,309,740 shares (19.99%) requires stockholder approval, given by majority holders by written consent on October 28, 2026
  • Placement agent E.F. Hutton & Co. received a $440,000 cash fee and warrants for 121,109 shares at $2.498
Read the filing on SEC.gov ↗
ZSQRZ Squared Inc. Nov 3, 5:24 PM ET

Z Squared adds CTO Jeffery Harris to its board to fill Michelle Burke vacancy

Neutral leadership Written later 5.02

Z Squared Inc. elected Jeffery Harris, its Chief Technology Officer, as a director effective November 3, 2026, filling the seat left vacant by Michelle Burke's May 22, 2026 resignation. Harris is an employee and executive officer, so he is not independent, but three of the five directors remain independent, keeping a majority under Nasdaq rules. He receives no additional director compensation.

  • Jeffery Harris, age 40, elected director effective November 3, 2026, filling the vacancy left by Michelle Burke's resignation
  • Board remains at five directors; three (Adam Sohn, Bryan Fuerst, Kenneth Cooper) are independent
  • Harris is not named to any board committee and receives no additional director compensation
  • Filing notes ongoing commercial relationships with Paradox Infrastructure LLC and Paradox Energy LLC, in which Harris holds membership interests
Read the filing on SEC.gov ↗
AVBCAvidia Bancorp, Inc. Nov 3, 5:23 PM ET

Avidia Bancorp Q3 net income rises to $8.6 million; $30 million buyback completed

Positive earnings Written later 7.01

Avidia Bancorp filed an investor presentation for a November 5, 2026 conference that reports third-quarter 2026 results. Net income rose to $8.6 million, or $0.47 per share, from $7.2 million, or $0.39 per share, in the second quarter, and the company completed its $30 million stock repurchase plan on November 3, 2026.

  • Third-quarter 2026 net income was $8.6 million, up from $7.2 million in the second quarter of 2026.
  • Diluted EPS was $0.47 versus $0.39 in the prior quarter; total revenue rose to $31.2 million from $29.9 million.
  • The $30 million stock repurchase plan was completed on November 3, 2026, with 1.36 million shares repurchased (6.8%).
  • Net interest margin was 3.86%, up from 3.64% in the second quarter.
Read the filing on SEC.gov ↗

Global Water Resources Q3 revenue up 5.0%, but net income falls to $1.0 million

Mixed earnings Written later 2.02

Global Water Resources reported third-quarter 2026 revenue of $16.3 million, up 5.0% year over year, while net income fell $0.7 million to $1.0 million, or $0.03 per diluted share. Management attributed the profit decline mainly to higher depreciation and net interest expense from recent rate base investments, and nine-month revenue rose 12.2%.

  • Q3 2026 total revenue rose 5.0% to $16.3 million; net income was $1.0 million, or $0.03 per diluted share, versus $1.7 million, or $0.06, in Q3 2025.
  • Nine-month revenue rose 12.2% to $47.4 million; nine-month net income was $3.4 million, or $0.12 per diluted share, versus $3.9 million, or $0.15.
  • Depreciation, amortization and accretion rose 30.4% in the quarter to $4.6 million, from $3.6 million.
  • The ACC is scheduled to deliberate the GW-Santa Cruz and GW-Palo Verde settlement at its November 4, 2026 open meeting; if approved, new GW-Santa Cruz rates take effect December 1, 2026.
Read the filing on SEC.gov ↗
FTKFLOTEK INDUSTRIES INC/CN/ Nov 3, 5:22 PM ET

Flotek Q3 revenue rises 104% to $114.4 million; full-year 2026 guidance raised

Mixed earnings Written later 2.027.01

Flotek reported third quarter 2026 revenue of $114.4 million, up 104% from a year earlier, and raised its full-year 2026 guidance for revenue and Adjusted EBITDA. Net income fell 35% to $13.3 million because the year-earlier quarter included a $12.6 million non-cash tax benefit. The company also outlined a 2027 Data Analytics capital plan of $15 million to $20 million, partly funded by a term loan closed in September.

  • Q3 2026 revenue $114.4 million, up 104% from $56.0 million; the company cites its highest quarterly revenue in twelve years
  • Net income $13.3 million, or $0.34 per diluted share, versus $20.4 million, or $0.53, in Q3 2025
  • Adjusted EBITDA $19.5 million, up 87% from $10.4 million a year earlier
  • 2026 guidance raised: revenue $382-$390 million (previously $360-$370 million); Adjusted EBITDA $59-$62 million (previously $50-$54 million)
Read the filing on SEC.gov ↗
PMIPicard Medical, Inc. Nov 3, 5:21 PM ET

Picard Medical makes interim CEO Richard Fang permanent; affiliated loans now due

Mixed leadership Written later 5.02

Picard Medical's board appointed Richard Fang, Ph.D., as permanent, full-time Chief Executive Officer effective October 28, 2026; he had served as interim CEO since June 18, 2026 and remains Chairman. The filing also discloses related-person loans from a Fang-affiliated entity, and the company had not received the $1.0 million of external funding that would have kept the earliest of those loans from coming due, so they are now payable on terms yet to be determined.

  • Richard Fang, Ph.D., appointed permanent CEO effective October 28, 2026; salary remains $0.4 million with no new compensation arrangement
  • Fang-affiliated fund lent $0.5 million at 0% interest under five loans from July 29 to October 16, 2026; no principal repaid as of October 29, 2026
  • As of October 29, 2026, no external funding of at least $1.0 million received; earliest loans now due on payment terms to be determined
  • Separate $0.7 million loan from Fang Family Fund I, LLC at 6% interest, due February 28, 2027
Read the filing on SEC.gov ↗
EROKEagleRock Land, LLC Nov 3, 5:21 PM ET

EagleRock Land raises 2026 Adjusted EBITDA guidance to $133 million to $137 million

Positive earnings Written later 1.012.027.01

EagleRock Land reported third-quarter 2026 revenue of $43.3 million and net income of $11.3 million, up from $17.5 million of revenue and a $4.9 million net loss in the third quarter of 2025. The company raised its full-year 2026 Adjusted EBITDA guidance to a range of $133 million to $137 million from a prior midpoint of $131 million, and also disclosed a new 35,000-acre dedication with Double Eagle V and two Midland Basin acquisitions.

  • Q3 2026 total revenue was $43.3 million, versus $17.5 million in Q3 2025 and $46.8 million in Q2 2026 on a normalized basis.
  • Q3 2026 Adjusted EBITDA was $34.0 million, with an Adjusted EBITDA Margin of 78.5%; Free Cash Flow was $31.8 million.
  • Full-year 2026 Adjusted EBITDA guidance was raised to $133 million to $137 million, with about $2 million of the $4 million midpoint increase attributed to Intrepid Ranch.
  • Subsidiary DE IV Flow signed a water system management agreement with DEF Operating, an affiliate of a more than 5% shareholder; total debt at September 30, 2026 was $70 million.
Read the filing on SEC.gov ↗

Wabtec prices $500 million senior notes due 2037 to repay 2026 notes

Neutral financing 8.01

Wabtec priced a $500 million offering of 5.900% Senior Notes due 2037 on November 2, 2026. The company plans to use the proceeds, together with borrowings under its revolving credit facilities, short-term facilities and/or commercial paper, to repay its 3.450% Senior Notes due November 15, 2026. The sale is expected to close on November 4, 2026.

  • Offering: $500 million aggregate principal of 5.900% Senior Notes due February 25, 2037, priced November 2, 2026
  • Use of proceeds: repay the 3.450% Senior Notes due 2026 at maturity on November 15, 2026, alongside other borrowings
  • Expected closing: November 4, 2026, subject to customary closing conditions
  • Joint book-running managers: BofA Securities, Citigroup Global Markets, PNC Capital Markets and TD Securities
Read the filing on SEC.gov ↗
ENVXEnovix Corp Nov 3, 5:16 PM ET

Enovix Chief Legal Officer Arthi Chakravarthy departs effective October 30, 2026

Neutral leadership Written later 5.02

Enovix disclosed that Arthi Chakravarthy, its Chief Legal Officer and Corporate Secretary, has departed the company, effective October 30, 2026. The filing does not give a reason for the departure or name a successor.

  • Arthi Chakravarthy, Chief Legal Officer and Corporate Secretary, departed effective October 30, 2026
  • Filing dated November 3, 2026, signed by Ryan Benton, Interim Chief Executive Officer
  • No successor or replacement arrangement is named in the filing
Read the filing on SEC.gov ↗
SLRCSLR Investment Corp. Nov 3, 5:15 PM ET

SLR Investment Corp. Q3 net investment income falls to $0.33 per share from $0.40

Negative earnings Written later 2.02

SLR Investment Corp. reported net investment income of $17.8 million, or $0.33 per share, for the quarter ended September 30, 2026, down from $21.6 million, or $0.40 per share, a year earlier. Net asset value fell to $17.83 per share from $18.00 at June 30, 2026, and the board declared a $0.31 per share quarterly distribution, which the company said its net investment income covered.

  • Net investment income was $17.8 million, or $0.33 per share, versus $21.6 million, or $0.40 per share, a year earlier; flat sequentially per management.
  • Net increase in net assets from operations was $7.6 million, or $0.14 per share, versus $23.3 million, or $0.43 per share, a year earlier.
  • Net asset value was $17.83 per share at September 30, 2026, compared with $18.00 at June 30, 2026.
  • Quarterly distribution of $0.31 per share is payable December 28, 2026, to holders of record as of December 14, 2026.
Read the filing on SEC.gov ↗
RWTREDWOOD TRUST INC Nov 3, 5:15 PM ET

Redwood Trust plans to end REIT status and become a C-corporation in 2027

Mixed restructuring Written later 1.013.023.035.038.01

Redwood Trust agreed to repurchase $53,125,000 of trust preferred securities from Hildene Capital Management for $45,156,250 plus a $500,000 fee, and the investor agreed to waive the company's REIT maintenance covenant. The Board also approved a plan to revoke the company's REIT election in the first quarter of 2027, adopted a tax benefits preservation plan, and declared a rights dividend, which matter to shareholders because they change the company's tax status, ownership-transfer restrictions, and stock-ownership protections.

  • Repurchase of $53,125,000 liquidation amount of trust preferred securities at 85% of liquidation amount, or $45,156,250, plus accumulated unpaid distributions, paid in three installments with the last due by February 15, 2027 or the REIT re
  • Plan to revoke REIT election in the first quarter of 2027 and transition to a C-corporation beginning with the 2027 taxable year
  • Tax benefits preservation plan declares one right per common share to holders of record on November 16, 2026, exercisable at $20.00 per right
  • Press release estimates an initial book value benefit of $0.73 to $0.77 per share in the fourth quarter of 2026, and a one-for-five reverse stock split effective January 4, 2027
Read the filing on SEC.gov ↗
CNXCConcentrix Corp Nov 3, 5:13 PM ET

Concentrix Names Chinnu Susan Varghese as Next CFO, Effective December 1, 2026

Neutral leadership 5.02

Concentrix Corporation announced that Chinnu Susan Varghese will succeed Andre Valentine as Chief Financial Officer effective December 1, 2026. Mr. Valentine will remain in the role in the near term and stay through the second quarter of fiscal 2027 to support the transition.

  • Chinnu Susan Varghese joins Concentrix on November 9, 2026 and becomes CFO on December 1, 2026.
  • Andre Valentine stays on as CFO in the near term and is expected to remain with the company through the second quarter of fiscal 2027.
  • Ms. Varghese previously was Senior Vice President and Group Controller at Marelli and CFO, Global Growth Markets at Cognizant.
Read the filing on SEC.gov ↗
MTDRMatador Resources Co Nov 3, 5:12 PM ET

Matador Resources raises 2026 output guidance; Q3 revenue up 51%, GAAP profit slips

Mixed earnings 2.027.01

Matador Resources reported third quarter 2026 results on November 3, 2026, with oil and natural gas revenue of $1.22 billion, up 51% from a year earlier, while GAAP net income of $172.1 million was slightly below the $176.4 million reported in the third quarter of 2025. The company raised its full-year 2026 production guidance and said it repaid $150 million of debt in October 2026 and increased its annual dividend, which matters to shareholders because the revenue growth and dividend increase come alongside a slight dip in GAAP earnings per share.

  • Oil and natural gas revenue was $1.22 billion in Q3 2026, up from $810 million in Q3 2025.
  • GAAP net income was $172.1 million, or $1.39 per diluted share, versus $176.4 million, or $1.42 per diluted share, a year earlier; adjusted EPS was $2.08 versus $1.36.
  • Full-year 2026 production guidance was raised to 223,000 to 224,000 BOE per day, from 218,500 to 223,500 BOE per day in August 2026.
  • Annual dividend increased to $1.75 per share from $1.50, a 17% increase, and $150 million of borrowings were repaid in October 2026.
Read the filing on SEC.gov ↗
SEBSEABOARD CORP /DE/ Nov 3, 5:08 PM ET

Seaboard Q3 sales rise to $2.77 billion, but quarterly profit falls to $28 million

Mixed earnings Written later 2.02

Seaboard reported third-quarter 2026 net sales of $2,771 million, up from $2,540 million a year earlier, but net earnings attributable to Seaboard fell to $28 million from $109 million as operating income dropped to $13 million from $84 million. For the nine months, net earnings rose to $300 million from $243 million, and the board declared a quarterly cash dividend of $2.25 per share.

  • Three months ended October 3, 2026: net sales $2,771 million vs. $2,540 million; earnings per share $29.23 vs. $113.71
  • Nine months ended October 3, 2026: net sales $8,093 million vs. $7,336 million; earnings per share $313.22 vs. $251.47
  • Quarterly cash dividend of $2.25 per share, payable November 23, 2026, to holders of record on November 13, 2026
Read the filing on SEC.gov ↗
TACHTitan Acquisition Corp. Nov 3, 5:07 PM ET

Titan Acquisition Corp. furnishes OpenPayd merger investor presentation dated November 2026

Neutral m&a Written later 7.01

Titan Acquisition Corp. furnished an investor presentation under Regulation FD for its proposed business combination with OpenPayd Holdings Limited, for use in meetings with existing and potential shareholders. The presentation reports first-half revenue of $47.5 million, up 43% year over year, but the filing does not report new audited results or final deal terms, and the company states that the transaction may not be consummated as described.

  • Exhibit 99.1 is an investor presentation dated November 2026, furnished under Item 7.01 and tied to the business combination described in an 8-K filed June 1, 2026, as amended July 9, 2026.
  • The presentation cites H1 revenue of $47.5 million, up 43% year over year, and more than 1,260 clients.
  • Figures as of October 31, 2026 include $360 billion+ annualized transaction volume and $107 million of Annual Recurring Revenue, which the company says is not an IFRS measure.
  • The presentation says a Nasdaq listing is anticipated by calendar Q4 2026, and that terms are under negotiation and subject to change.
Read the filing on SEC.gov ↗
TALOTALOS ENERGY INC. Nov 3, 5:05 PM ET

Talos Energy posts $81.2 million Q3 net loss, raises 2026 production guidance

Mixed earnings 2.027.01

Talos Energy reported a third-quarter 2026 net loss of $81.2 million, or $0.49 per diluted share, on total revenues of $596.0 million. Adjusted net income was $99.3 million, or $0.58 per share, and the company raised its full-year 2026 production guidance while lowering its capital expenditure range. The mixed result matters to shareholders because the GAAP loss contrasts with higher adjusted profit and higher output.

  • Total revenues of $596.0 million; GAAP net loss of $81.2 million ($0.49 per diluted share); adjusted net income of $99.3 million ($0.58 per share)
  • Third-quarter production of 91.5 MBoe/d exceeded guidance; full-year 2026 production guidance raised to 92.5 to 94.5 MBoe/d from 85.0 to 90.0 MBoe/d
  • Capital expenditure guidance lowered to $475 million to $525 million from $500 million to $550 million; cash operating expenses guidance raised to $580 million to $600 million from $560 million to $590 million
  • Acquisition of deepwater assets from Shell completed September 22, 2026, with a final net cash purchase price of $420 million; 1.4 million shares repurchased for $23.6 million in the quarter
Read the filing on SEC.gov ↗
OVVOvintiv Inc. Nov 3, 5:04 PM ET

Ovintiv Reports Third Quarter 2026 Net Earnings of $549 Million and $0.30 Dividend

Positive earnings 2.028.01

Ovintiv Inc. reported third quarter 2026 net earnings of $549 million and Non-GAAP Free Cash Flow of $680 million, alongside an agreement to acquire Logan Energy Corp. for approximately $890 million. The company returned $467 million to shareholders through buybacks and dividends while maintaining its full-year guidance.

  • Third quarter net earnings were $549 million, with Non-GAAP Free Cash Flow of $680 million.
  • Announced an agreement to acquire Logan Energy Corp. for a total transaction value of approximately $890 million.
  • Board of Directors declared a quarterly dividend of $0.30 per share, payable on December 31, 2026.
  • Third quarter production averaged 631 thousand barrels of oil equivalent per day.
Read the filing on SEC.gov ↗
PRIMPrimoris Services Corp Nov 3, 5:04 PM ET

Primoris Q3 net income falls to $51.3 million; board authorizes $250 million buyback

Negative earnings 2.028.01

Primoris reported third-quarter 2026 revenue of $2.0 billion, down 10.4% from a year earlier, and net income of $51.3 million, or $0.95 per diluted share, versus $1.73 in the third quarter of 2025. The decline was mainly due to lower renewables activity in the Energy segment, and the company updated its full-year 2026 guidance while also declaring a dividend and authorizing a $250 million share purchase program.

  • Q3 2026 revenue was $2.0 billion, down 10.4%; Energy segment revenue fell 17.6%.
  • Diluted EPS was $0.95 versus $1.73; adjusted diluted EPS was $1.20 versus $1.88.
  • Full-year 2026 diluted EPS guidance is $1.20 to $1.35; adjusted EPS guidance is $2.10 to $2.25.
  • Board declared a $0.08 per share dividend payable about January 15, 2027, and authorized a $250 million buyback with no expiration date.
Read the filing on SEC.gov ↗
AVBCAvidia Bancorp, Inc. Nov 3, 5:03 PM ET

Avidia Bancorp completes $30 million share buyback, repurchasing 1,355,565 shares

Neutral shareholder Written later 8.01

Avidia Bancorp, Inc. completed its previously reported plan to repurchase up to $30 million in value of its common stock on November 3, 2026. The company bought 1,355,565 shares at a weighted average price of $22.10 per share, excluding commissions and excise taxes, which reduces the number of shares outstanding for existing shareholders.

  • Buyback plan of up to $30 million in value completed on November 3, 2026
  • 1,355,565 shares repurchased at a weighted average price of $22.10 per share
  • Price excludes commissions and excise taxes; filing made under Item 8.01 (Other Events)
Read the filing on SEC.gov ↗
WMKWEIS MARKETS INC Nov 3, 5:02 PM ET

Weis Markets Q3 2026 Net Income Rises 31.4% to $22.21 Million on Higher Revenue

Positive earnings Written later 2.02

Weis Markets reported third quarter 2026 total revenue of $1.28 billion, up 3.0%, with net income of $22.21 million and earnings per share of $0.90, compared with $0.69 a year earlier. Higher fuel sales, new stores and a higher gross profit margin drove the improvement, while pharmacy pricing changes under the Inflation Reduction Act weighed on sales. The company also declared a $0.34 quarterly dividend.

  • Q3 2026 total revenue rose 3.0% to $1.28 billion; comparable store sales rose 1.3%, but fell 1.2% excluding fuel.
  • Gross profit margin rose to 25.5% from 24.8%; income from operations rose 38.6% to $28.51 million.
  • Year-to-date net income was $72.92 million, or $2.95 per share, versus $61.73 million, or $2.38 per share, a year earlier.
  • Board declared a $0.34 per share quarterly dividend, payable November 23, 2026, to holders of record as of November 9, 2026.
Read the filing on SEC.gov ↗
AHRTAH Realty Trust, Inc. Nov 3, 5:02 PM ET

AH Realty Trust Refinances Debt With New $150 Million Revolver and $200 Million Term Loans

Neutral financing Written later 1.012.03

AH Realty Trust's operating partnership entered new credit agreements on October 28, 2026, providing a $150.0 million revolving credit facility and three term loans totaling $500.0 million, which replace four prior loan facilities. The filing also describes a separate $121.8 million secured term loan for subsidiaries that own the Constellation Tower property, with the financing terms and covenants taking effect for shareholders as a refinancing of existing debt.

  • On October 28, 2026, the operating partnership signed a Fourth Amended and Restated Credit Agreement with Bank of America, N.A. as administrative agent, including a $150.0 million revolver maturing October 28, 2031, a $200.0 million 4-year
  • A separate $100.0 million 7-year term loan maturing October 28, 2033 was arranged with Toronto Dominion (Texas) LLC, with an accordion feature allowing increases up to $250.0 million maximum outstanding.
  • The new loans replace a $355.0 million revolver, a $350.0 million term loan, a $135.0 million term loan with Manufacturers and Traders Trust Company, and a $95.0 million term loan with Toronto Dominion (Texas) LLC.
  • Constellation subsidiaries entered a $121.8 million term loan maturing October 28, 2029 with PNC Bank, N.A., priced at Daily Simple SOFR plus 1.80% and secured by the Constellation Tower property.
Read the filing on SEC.gov ↗
AMIXAutonomix Medical, Inc. Nov 3, 5:00 PM ET

Autonomix Medical stockholders approve 2023 Plan increase and reverse split authority

Neutral shareholder Written later 5.025.07

At its October 29, 2026 annual meeting, Autonomix Medical stockholders approved an increase of 750,000 shares under the 2023 Stock Plan and authorized the board to seek a reverse stock split of between 1-for-2 and 1-for-25. All six director nominees were elected, and Forvis Mazars, LLP was ratified as the independent auditor for the year ending March 31, 2027. The votes give the board flexibility on share count and equity awards, but the filing does not say whether a reverse split will be pursued.

  • Annual meeting held October 29, 2026; 905,610 shares voted, about 46% of 1,959,938 shares outstanding as of the September 8, 2026 record date.
  • 2023 Stock Plan amended to add 750,000 shares; total issuable under the plan is 750,353 shares.
  • Reverse split proposal approved with 775,257 votes for and 110,036 against, authority valid until the one-year anniversary of the meeting.
  • Plan amendment approved with 225,651 votes for and 39,672 against.
Read the filing on SEC.gov ↗

Optimum Communications adds two independent directors and forms special committee

Neutral leadership Written later 5.02

On October 28, 2026, Optimum Communications increased its board from nine to eleven directors and appointed Elizabeth Abrams and Daniel Silvers, both determined to be independent. The board also created a special committee of these two directors with authority to evaluate potential financing, restructuring, or recapitalization transactions and conflict-of-interest matters involving related parties.

  • Board size increased from nine to eleven directors effective October 28, 2026.
  • Each new director will receive a monthly fee of $75,000 under an Independent Director Agreement.
  • Silvers' brother is a partner at Ropes & Gray LLP, which the company paid approximately $11 million for legal services since January 1, 2025.
  • Special Committee members are Abrams and Silvers, with delegated power to review potential strategic and financial transactions.
Read the filing on SEC.gov ↗
XMAXXMax Inc. Nov 3, 4:59 PM ET

XMax Q3 sales fell to $6.42 million; preliminary net loss seen at $12.10 million to $13.10 million

Negative earnings Written later 2.027.01

XMax Inc. released unaudited preliminary third-quarter 2026 results showing net sales of about $6.42 million, down from $9.76 million a year earlier, and an expected net loss of $12.10 million to $13.10 million, driven mainly by a non-cash unrealized loss. The numbers are not final: closing procedures are incomplete, the auditor has not reviewed them, and the complete results are due in a Form 10-Q by November 16, 2026.

  • Q3 2026 net sales of about $6.42 million versus $9.76 million in Q3 2025; gross margin of about 13.9% versus 10.1%
  • Expected Q3 2026 net loss of $12.10 million to $13.10 million, primarily a non-cash unrealized loss
  • Nine-month net sales of about $10.94 million versus $14.95 million; expected nine-month net income of $19.50 million to $20.50 million, mainly a non-cash unrealized gain
  • Board approved a share repurchase program of up to $30 million; final Form 10-Q expected on or before November 16, 2026
Read the filing on SEC.gov ↗

Summit Hotel Properties Q3 net loss narrows to $7.7 million; 2026 guidance raised

Positive earnings Written later 2.02

Summit Hotel Properties reported third-quarter 2026 results with a net loss attributable to common stockholders of $7.7 million, or $0.07 per diluted share, down from $11.3 million, or $0.11, a year earlier. Total revenues rose to $185.7 million from $177.1 million, and the company again raised its full-year 2026 guidance ranges for pro forma RevPAR growth, Adjusted EBITDAre, and Adjusted FFO, which may matter to shareholders because it reflects higher expected earnings for the year.

  • Q3 2026 net loss attributable to common stockholders was $7.7 million ($0.07 per diluted share), versus $11.3 million ($0.11) in Q3 2025.
  • Q3 2026 total revenues were $185.7 million, up from $177.1 million; Adjusted EBITDAre rose 11.8% to $43.9 million.
  • Full-year 2026 Adjusted FFO guidance was raised to $102.5 million–$107.5 million ($0.85–$0.89 per share); Adjusted EBITDAre guidance is $181 million–$186 million.
  • Quarterly common dividend of $0.08 per share was declared on October 27, 2026, payable November 30, 2026 to holders of record as of November 16, 2026.
Read the filing on SEC.gov ↗
GXOGXO Logistics, Inc. Nov 3, 4:52 PM ET

GXO Q3 revenue rises 5.7% to $3.6 billion; adjusted EPS up 13% to $0.89

Positive earnings 7.01

GXO Logistics furnished an investor presentation reporting third-quarter 2026 results, with revenue of $3.6 billion, up 5.7% from a year earlier, and organic revenue growth of 6.4%. Adjusted diluted EPS rose 13% to $0.89, while adjusted EBITDA was flat at $251 million, and full-year 2026 guidance was unchanged.

  • Q3 2026 revenue was $3.6 billion versus $3.4 billion in Q3 2025; organic revenue growth was 6.4%.
  • Adjusted diluted EPS was $0.89 versus $0.79; adjusted EBITDA was $251 million in both periods.
  • Free cash flow fell to $85 million from $187 million in Q3 2025; net leverage was 2.7x, unchanged year over year.
  • FY 2026 guidance was reaffirmed: adjusted EBITDA of $945 million to $965 million and adjusted diluted EPS of $2.95 to $3.15.
Read the filing on SEC.gov ↗
GICGLOBAL INDUSTRIAL Co Nov 3, 4:50 PM ET

Global Industrial Q3 sales rise 10.2% to $389.5 million; diluted EPS up 33.3%

Positive earnings Written later 2.027.01

Global Industrial reported third-quarter 2026 net sales of $389.5 million, up 10.2% from a year earlier, and diluted EPS from continuing operations of $0.64, up from $0.48. Management said tariff refunds added about $0.04 to EPS in the quarter. The board also declared a $0.28 regular dividend and a $1.00 special dividend per share, payable to shareholders of record on November 16, 2026.

  • Q3 net sales were $389.5 million versus $353.6 million; average daily sales rose 8.5%.
  • Diluted EPS from continuing operations was $0.64 versus $0.48; tariff refunds benefited EPS by about $0.04.
  • Dividends: $0.28 regular and $1.00 special per share, record date November 16, 2026, payable November 23, 2026.
  • Nine-month net sales were $1,126.5 million and diluted EPS from continuing operations was $2.00, versus $1.48; tariff refunds benefited nine-month EPS by about $0.46.
Read the filing on SEC.gov ↗
SLDPSolid Power, Inc. Nov 3, 4:50 PM ET

Solid Power Q3 revenue fell to $1.2 million; cash investment guidance lowered

Mixed guidance Written later 2.02

Solid Power reported third quarter 2026 total revenue and grant income of $1.2 million, down from $4.6 million a year earlier, while its net loss narrowed to $24.4 million, or $0.11 per share, from $25.9 million. Management lowered its 2026 cash investment guidance to $75 million to $85 million from $85 million to $100 million, and the company reported total liquidity of $397.6 million and no debt.

  • Q3 2026 total revenue and grant income was $1.2 million, versus $4.6 million in Q3 2025; operating expenses rose to $31.1 million from $29.0 million
  • Net loss was $24.4 million, or $0.11 per share, compared with a net loss of $25.9 million, or $0.14 per share, in Q3 2025
  • 2026 cash investment guidance was reduced to $75 million to $85 million from $85 million to $100 million
  • Total liquidity was $397.6 million as of September 30, 2026, with no debt
Read the filing on SEC.gov ↗
RMTIROCKWELL MEDICAL, INC. Nov 3, 4:49 PM ET

Rockwell Medical agrees to buy Vantive hemodialysis business for $125 million

Mixed m&a Written later 1.013.027.01

On November 2, 2026, Rockwell Medical agreed to acquire Vantive's in-center hemodialysis business in 35 jurisdictions, with a $125 million base price financed mainly by seller loans and a convertible note from Vantive affiliates. The company also withdrew its previously issued 2026 guidance, citing expected transaction and financing expenses. Shareholders face substantially higher debt, potential dilution from the convertible note, and closing that is expected in mid-2027 and subject to regulatory approvals.

  • Equity and Asset Purchase Agreement with Vantive Limited dated November 2, 2026, covering the in-center hemodialysis business in 35 jurisdictions
  • Base purchase price of $125 million, funded by two $50 million term loans and a $25 million convertible note from Vantive affiliates, plus up to $45 million in earnout payments
  • 2026 guidance for net sales, gross margin, adjusted EBITDA and operating cash flow withdrawn
  • Expected closing in mid-2027, subject to regulatory approvals; combined business projected annual revenue of $400 million to $450 million
Read the filing on SEC.gov ↗
INMInMed Pharmaceuticals Inc. Nov 3, 4:47 PM ET

InMed Q1 net loss widens to $2.3 million as Mentari merger nears shareholder vote

Negative earnings Written later 7.01

InMed Pharmaceuticals reported a first-quarter fiscal 2027 net loss of $2.3 million for the quarter ended September 30, 2026, up from $1.7 million a year earlier, and cash fell to $1.0 million from $2.2 million at June 30, 2026. The company said its cash is expected to fund operations into mid-November, and it reported shareholders' equity of negative $1.2 million, below Nasdaq's $2.5 million minimum, with a compliance deadline of March 15, 2027. Shareholders vote on the proposed Mentari merger at a meeting on November 4, 2026.

  • Net loss of $2.3 million, or $0.42 per share, for the quarter ended September 30, 2026, compared with a net loss of $1.7 million, or $0.44 per share, a year earlier
  • Cash and cash equivalents of $1.0 million at September 30, 2026, versus $2.2 million at June 30, 2026; cash expected to fund operations into mid-November
  • Shareholders' equity was negative $1.2 million at September 30, 2026; Nasdaq set a March 15, 2027 deadline to regain compliance with its $2.5 million minimum
  • Annual general and special meeting on November 4, 2026, to consider proposals needed to complete the Mentari merger, which is expected to close in the fourth quarter of calendar 2026
Read the filing on SEC.gov ↗

National Bank Holdings declares $0.33 quarterly dividend, payable December 15, 2026

Neutral shareholder 8.01

On November 3, 2026, the Board of Directors of National Bank Holdings Corporation declared a cash dividend of $0.33 per share on its Class A common stock. The press release describes the payment as an increase to the quarterly dividend, but the filing does not state the prior amount. Future dividends remain subject to Board approval and will depend on the company's financial position, results and capital requirements.

  • Cash dividend of $0.33 per share on Class A common stock, declared November 3, 2026
  • Record date is November 27, 2026 (close of business); payment date is December 15, 2026
  • Press release, filed as Exhibit 99.1, calls it an increase to the quarterly dividend; prior dividend amount not stated
  • Future dividends are at the Board's discretion and depend on financial position, results, cash flows and capital requirements
Read the filing on SEC.gov ↗
GXOGXO Logistics, Inc. Nov 3, 4:46 PM ET

GXO Q3 revenue rises 5.7% to $3.6 billion; full-year 2026 guidance reaffirmed

Positive earnings 2.02

GXO reported third-quarter 2026 revenue of $3.6 billion, up 5.7% year over year, and diluted EPS of $0.56 versus $0.51 a year earlier. The company reaffirmed its full-year 2026 guidance, but free cash flow fell to $85 million from $187 million, and adjusted EBITDA was flat at $251 million.

  • Revenue $3.6 billion, up 5.7% year over year; organic revenue growth 6.4%
  • Diluted EPS $0.56 vs. $0.51; adjusted diluted EPS $0.89 vs. $0.79
  • Free cash flow $85 million vs. $187 million; operating cash flow $156 million vs. $232 million
  • Full-year 2026 guidance reaffirmed; Investor Day set for November 16, 2026
Read the filing on SEC.gov ↗
KAIKADANT INC Nov 3, 4:44 PM ET

Kadant Q3 revenue rises 15% to record $313 million; raises adjusted EPS outlook

Positive guidance 2.027.01

Kadant reported third-quarter 2026 revenue of $313.2 million, up 15% from a year earlier and a company record, with GAAP EPS up 26% to $2.96 and adjusted EPS up 21% to a record $3.64. The company raised its 2026 adjusted EPS guidance to $12.58 to $12.73 from $12.43 to $12.68 and narrowed its revenue guidance to $1.195 to $1.210 billion, though gross margin slipped 50 basis points to 44.7%.

  • Q3 bookings rose 22% to $291 million; organic bookings rose 10%, excluding a 12% contribution from acquisitions
  • Q3 net income rose 27% to $35 million, and operating cash flow rose 33% to a record $63 million
  • Revised 2026 GAAP EPS guidance is $9.88 to $10.03, up from a low end of $9.78; Q4 2026 revenue is expected at $287 to $302 million
  • Organic revenue grew four percent in Q3; acquisitions contributed 11 percent
Read the filing on SEC.gov ↗

IFF approves one-time transaction awards tied to Food Ingredients sale and amends bylaws

Neutral leadership 5.025.03

IFF's board approved one-time equity and cash incentive awards for executives, including the CEO and CFO, tied to closing the previously announced sale of its Food Ingredients business. The board also adopted amended bylaws that allow stockholder meetings to be held solely by remote communication.

  • Named executive awards total $700,000 for CEO J. Erik Fyrwald (RSUs with three-year cliff vesting), CFO Michael DeVeau, and President Leticia Gonçalves Lourenço, plus $350,000 for Yuvraj Arora
  • No award vests or is paid unless the Food Ingredients sale closes; awards are forfeited if the agreement is terminated
  • Amended and restated bylaws took effect October 28, 2026 and permit remote-only stockholder meetings
Read the filing on SEC.gov ↗
ACHACCENDRA HEALTH INC/VA/ Nov 3, 4:41 PM ET

Accendra Health says COO Perry Bernocchi moves to strategic advisor role through Dec. 31, 2026

Neutral leadership Written later 5.02

Accendra Health's Executive Vice President and Chief Operating Officer, Perry Bernocchi, will cease to be an executive officer under a transition agreement dated October 29, 2026, and serve as Strategic Advisor to the CEO until December 31, 2026, unless his employment ends earlier. He keeps his current base salary and remains eligible for his 2026 annual bonus at target and for applicable severance, which matters to shareholders as a senior operating leadership change.

  • Perry A. Bernocchi, EVP and Chief Operating Officer, ceases to be an executive officer under agreement dated October 29, 2026
  • Serves as Strategic Advisor to the Chief Executive Officer until December 31, 2026, unless employment ends earlier
  • Keeps current base salary and remains eligible for 2026 annual bonus at current target
  • Remains eligible for severance under Officer Severance Policy or change of control agreement, as applicable
Read the filing on SEC.gov ↗
JELDJELD-WEN Holding, Inc. Nov 3, 4:40 PM ET

JELD-WEN Q3 revenue falls 1.4% to $798.5 million; net loss narrows to $17.2 million

Mixed earnings Written later 2.027.01

JELD-WEN reported third-quarter 2026 net revenues of $798.5 million, down 1.4% from a year earlier, and a net loss of $17.2 million, or $0.20 per share, versus a $367.6 million loss in the prior-year quarter that included a goodwill impairment. The company kept its full-year 2026 revenue guidance of $3.1 to $3.2 billion and Adjusted EBITDA guidance of $120 to $150 million, and said it will retain its European business after a strategic review.

  • Q3 Adjusted EBITDA rose $10.0 million to $54.4 million, with Adjusted EBITDA margin at 6.8%, up 130 basis points.
  • Core Revenues fell 1% in the quarter, driven by a 2% decline in volume/mix partly offset by a 1% benefit from price.
  • Company maintained 2026 guidance and expects 2026 operating cash flow of approximately $10 million.
  • Management concluded the strategic review of the European business and will retain it, and has commenced transactions to extend debt maturities and raise $135.0 million of incremental liquidity.
Read the filing on SEC.gov ↗
ENVAEnova International, Inc. Nov 3, 4:38 PM ET

Enova International plans $500,251,000 private offering of asset-backed notes

Neutral financing 7.01

Enova International furnished a Form 8-K disclosing a proposed private offering of $500,251,000 in Series 2026-2 fixed rate asset-backed notes by subsidiary OnDeck Asset Securitization IV, LLC, backed by small business loans from OnDeck. The filing also furnishes supplemental historical loan performance data made available to potential note purchasers, and the notes will not be obligations of or guaranteed by Enova or OnDeck, so shareholders' direct exposure is limited to the terms and completion of the offering.

  • Proposed offering of $500,251,000 aggregate principal amount of Series 2026-2 Fixed Rate Asset-Backed Notes by OnDeck Asset Securitization IV, LLC
  • Issuer is sole obligor; notes are not obligations of, or guaranteed by, Enova or OnDeck
  • Notes offered only to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S; terms and timing depend on market conditions
  • Supplemental data was made available to potential purchasers on November 3, 2026, covering term loans and lines of credit with original terms of 24 months or less and minimum loan yields of at least 10%
Read the filing on SEC.gov ↗
CBLLCeribell, Inc. Nov 3, 4:36 PM ET

Ceribell Q3 revenue rises 30% to $29.3 million and full-year revenue guidance is raised

Mixed earnings Written later 2.02

Ceribell reported third-quarter 2026 total revenue of $29.3 million, up 30% from $22.6 million a year earlier, and raised its full-year 2026 revenue guidance to $115 million to $117 million. The net loss widened to $21.4 million, or $0.55 per share, from $13.5 million, or $0.37 per share, a year earlier, so shareholders face higher losses even as sales growth and the outlook improved.

  • Total revenue was $29.3 million, up 30% from $22.6 million; product revenue was $22.2 million and subscription revenue was $7.1 million.
  • Net loss was $21.4 million, or $0.55 per share, compared with a net loss of $13.5 million, or $0.37 per share, in the third quarter of 2025.
  • Full-year 2026 revenue guidance was raised to a range of $115 million to $117 million, representing growth of approximately 29% to 31%.
  • Cash, cash equivalents, and marketable securities totaled $117.5 million as of September 30, 2026.
Read the filing on SEC.gov ↗
ACMRACM Research, Inc. Nov 3, 4:35 PM ET

ACM Research names Yue Ma Chief Operations Officer, effective October 1, 2026

Neutral leadership 5.02

ACM Research, Inc. announced that Yue Ma began work as Chief Operations Officer effective October 1, 2026, under an offer letter with a $375,000 base salary and a $100,000 target annual bonus. The filing also discloses equity grants and a sign-on bonus, which give the company a clear view of the cost of the appointment.

  • Base salary of $375,000 and target annual bonus of $100,000
  • Stock option for 100,000 Class A shares at $83.58 per share, vesting from October 1, 2027
  • Restricted stock units for 13,470 shares, vesting in four annual installments; one-time $50,000 sign-on bonus and relocation benefits up to $150,000
Read the filing on SEC.gov ↗
USGOU.S. GoldMining Inc. Nov 3, 4:35 PM ET

U.S. GoldMining appoints John DeLucchi to board, regaining Nasdaq audit committee compliance

Neutral leadership Written later 3.015.02

U.S. GoldMining appointed John DeLucchi to its Board of Directors on November 2, 2026, filling a vacancy and making him Chair of the Audit Committee. The company says this restores compliance with Nasdaq's audit committee requirements, which it had lost after a director's resignation, as previously reported by Nasdaq notice on August 27, 2026.

  • Board appointment effective November 2, 2026, filling the vacancy left by Aleksandra Bukacheva's resignation
  • Nasdaq notice dated August 27, 2026 cited non-compliance with Listing Rule 5605; company says compliance is now regained
  • DeLucchi receives a US$10,000 annual director retainer plus US$2,500 for Audit Committee chair, and an option on 10,000 shares at $5.71
Read the filing on SEC.gov ↗

Everus Q3 revenue rises 40% to $1.38 billion; raises 2026 guidance

Positive earnings 2.027.01

Everus Construction Group reported record third quarter 2026 revenue of $1.38 billion, up 40.3%, and net income of $91.9 million, or $1.79 per diluted share, up 61.3%. The company raised its full-year 2026 outlook to revenue of $5.0 billion to $5.1 billion and EBITDA of $485 million to $495 million, both above its prior ranges.

  • Q3 2026 diluted EPS of $1.79, up from $1.11 a year earlier; net income of $91.9 million, up 61.2%
  • Backlog of $5.48 billion as of Sept. 30, 2026, up 86.1% from $2.95 billion a year earlier
  • 2026 revenue guidance raised to $5.0 billion-$5.1 billion from $4.5 billion-$4.7 billion; EBITDA guidance raised to $485 million-$495 million from $410 million-$425 million
  • Completed acquisition of Epsilon Industries on Sept. 1, 2026; net leverage was 0.7x
Read the filing on SEC.gov ↗
IPIIntrepid Potash, Inc. Nov 3, 4:34 PM ET

Intrepid Potash Q3 profit rises to $0.13 a share; Trio production guidance raised

Positive earnings Written later 2.02

Intrepid Potash reported third-quarter 2026 sales of $51.0 million, flat from $50.8 million a year earlier, while net income from continuing operations rose to $1.7 million, or $0.13 per diluted share, from $0.7 million, or $0.05. The company raised its full-year 2026 Trio production guidance and its full-year capital expenditure guidance, and it has repurchased shares under an expanded $50 million authorization.

  • Q3 2026 net income from continuing operations was $1.7 million, or $0.13 per diluted share, versus $0.7 million, or $0.05, in Q3 2025.
  • Q3 2026 sales were $51.0 million versus $50.8 million a year earlier; potash production fell to 34 thousand tons from 41 thousand tons.
  • 2026 Trio production guidance was raised to 305 thousand to 315 thousand tons from 295 thousand to 305 thousand tons; full-year capital expenditure guidance was raised to approximately $45 million from approximately $40 million.
  • Net cash and short-term investments were $161.4 million as of September 30, 2026; the company repurchased $3.0 million of shares from the start of Q3 through October 31, 2026.
Read the filing on SEC.gov ↗
MOSMOSAIC CO Nov 3, 4:33 PM ET

Mosaic posts $72 million Q3 net loss as adjusted EBITDA falls to $324 million

Negative earnings 2.02

Mosaic reported a third-quarter 2026 net loss of $72 million, or $0.23 per diluted share, compared with net income of $411 million, or $1.29 per share, a year earlier. Net sales fell to $3.1 billion from $3.5 billion, and adjusted EBITDA dropped to $324 million from $806 million, mainly on lower sales volumes and higher raw material costs in phosphate and Mosaic Fertilizantes. For shareholders, the results show a much weaker quarter, with the company citing expected improvement in fourth-quarter free cash flow.

  • Q3 2026 net loss of $72 million versus net income of $411 million in Q3 2025; diluted loss per share of $0.23 versus earnings of $1.29
  • Net sales of $3.1 billion versus $3.5 billion a year earlier; operating loss of $97 million
  • Phosphate operating loss of $194 million; Potash operating earnings of $189 million, down from $229 million
  • Full-year 2026 potash production now expected to be 8.6 million tonnes; fourth-quarter potash sales volumes expected at 2.3 to 2.6 million tonnes
Read the filing on SEC.gov ↗
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Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.