2,457 material Form 8-K filings that 2,074 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).
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
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
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
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
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)
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
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.
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
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.
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.
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
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.
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.
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
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.
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
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
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
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
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
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.
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
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
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.
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
Limbach reported third-quarter 2026 revenue up 24.9% to $230.5 million, with diluted EPS of $0.79 versus $0.73 a year earlier and adjusted diluted EPS of $1.37 versus $1.05. The company said full-year 2026 revenue and adjusted EBITDA are expected to be at or near the high end of guidance, which now includes the CYMCOR and 1901 acquisitions, though gross margin fell to 23.4% from 24.2%.
Q3 revenue rose 24.9% to $230.5 million; organic revenue rose 14.4%, and acquisitions contributed $19.3 million.
Net income rose 7.5% to $9.5 million; adjusted EBITDA rose 25.9% to $27.4 million from $21.8 million.
FY 2026 guidance: revenue $760 million to $790 million, expected at or near the high end; adjusted EBITDA $78 million to $84 million.
Gross margin was 23.4% versus 24.2%, which the company attributed to revenue mix and lower-margin recently acquired businesses.
Super Micro Computer, Inc. announced financial results for its first quarter ended September 30, 2026, reporting net sales of $19.9 billion and net income of $1.594 billion. The company also declared a cash dividend of $17.50 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, payable on December 1, 2026. Additionally, management issued second-quarter net sales guidance in the range of $19.5 billion to $21.5 billion.
Net sales reached $19.9 billion for the quarter ended September 30, 2026, compared to $5.0 billion in Q1 FY2026.
Net income was $1.594 billion, or $1.75 per diluted share, for Q1 FY2027.
A cash dividend of $17.50 per share ($0.875 per depositary share) on Series A Mandatory Convertible Preferred Stock was declared, payable on December 1, 2026.
Second-quarter fiscal 2027 net sales are projected between $19.5 billion and $21.5 billion.
Horace Mann reported third-quarter 2026 net income of $58.5 million, or $1.41 per diluted share, compared with $58.3 million, or $1.40, a year earlier. Core earnings rose to $85.1 million, or $2.06 per share, from $56.6 million, or $1.36, and the company raised its full-year 2026 core EPS guidance to $5.75-$5.95.
Q3 2026 core earnings of $85.1 million ($2.06 per diluted share), up 50.4% from $56.6 million a year earlier
Q3 2026 net income of $58.5 million ($1.41 per diluted share), versus $58.3 million ($1.40) in Q3 2025
Full-year 2026 core EPS guidance raised to $5.75-$5.95
Nine-month 2026 total revenues of $1,312.0 million, up 3.6% from $1,266.6 million
Oportun reported third quarter 2026 total revenue of $246 million, up 3% from a year earlier, and GAAP net income of $23 million, up from $5.2 million, with diluted EPS of $0.45 versus $0.11. The company raised its full-year 2026 revenue and Adjusted EPS outlook and lowered its expected credit losses, which points to higher expected earnings for shareholders.
Q3 total revenue was $246 million, up 3% from $239 million; aggregate originations rose 12% to $572 million.
GAAP net income was $23 million (diluted EPS $0.45) versus $5.2 million ($0.11) a year earlier; Adjusted EPS was $0.51 versus $0.39.
Full-year 2026 total revenue outlook is now $955 million to $960 million, Adjusted EPS $1.60 to $1.70, and the Annualized Net Charge-Off Rate 11.6% plus or minus 10 basis points.
Annualized Net Charge-Off Rate was 10.6% versus 11.8%, while total operating expense was $92 million versus $91 million.
Postal Realty Trust reported third-quarter 2026 net income of $5.6 million, or $0.16 per diluted share, up from $0.13 a year earlier, and rental income rose 25.2% year over year. The company raised its 2026 AFFO per share guidance by $0.01 to $1.42-$1.44 and its acquisition volume guidance to $185 million-$200 million, which points to stronger per-share earnings for shareholders.
Q3 2026 net income attributable to common shareholders was $5.6 million, or $0.16 per diluted share, versus $0.13 in Q3 2025.
Q3 2026 AFFO was $0.36 per diluted share, representing 9.1% growth year over year.
2026 AFFO per diluted share guidance raised to $1.42-$1.44, an increase of $0.01 at the low and high ends, representing 8.3% growth at the midpoint.
The company acquired 145 USPS properties for $82.0 million in the quarter, and its 2026 acquisition volume guidance was raised to $185 million-$200 million.
Modine reported fiscal second-quarter 2027 net sales of $994.4 million, up 35%, led by Data Centers sales growth of 95%. GAAP earnings per share fell 33% to $0.56 because of a $29.5 million income tax expense tied to legal entity restructuring for the spin-off of Performance Technologies, which was completed on October 1, 2026. Modine also updated its fiscal 2027 outlook to net sales of $3.1 to $3.2 billion and adjusted EBITDA of $470 to $500 million for the continuing business, while net debt rose to $573.7 million.
Net sales were $994.4 million, up 35% from $738.9 million; Data Centers sales were $439.7 million, up 95%.
GAAP EPS was $0.56 versus $0.83 a year earlier; adjusted EPS was $1.35 versus $1.06.
Fiscal 2027 outlook: net sales of $3.1 to $3.2 billion and adjusted EBITDA of $470 to $500 million, excluding Performance Technologies.
Net debt was $573.7 million at September 30, 2026, up $210.9 million from the end of fiscal 2026; an Analyst and Investor Day is set for November 18.
LTC Properties reported third quarter 2026 results, with total revenues of $115.2 million, up from $69.3 million a year earlier, and diluted Core FFO per share of $0.71, up from $0.69. Net income available to common stockholders was $346.4 million, or $6.39 per diluted share, compared with a loss a year earlier, largely due to a $323.9 million gain on sale of real estate. The company raised its 2026 SHOP investment mid-point guidance to $1 billion from $900 million and reaffirmed its full-year per-share guidance.
Total revenues were $115.2 million for the quarter ended September 30, 2026, versus $69.3 million in the prior-year quarter.
Diluted Core FFO per share was $0.71, versus $0.69 a year earlier; diluted Core FAD per share was $0.73, versus $0.72.
A $323.9 million gain on sale of real estate contributed to net income available to common stockholders of $346.4 million, or $6.39 per diluted share.
The 2026 SHOP investment mid-point guidance was raised to $1 billion from $900 million, while full-year diluted EPS guidance of $8.08 to $8.10 was reaffirmed.
Unum Group reported a net loss of $419.7 million, or $2.65 per diluted common share, for the third quarter of 2026, compared to net income of $39.7 million in the prior-year period. After-tax adjusted operating income was $349.0 million, or $2.20 per diluted common share, alongside solid premium growth of 4.7 percent on a constant currency basis across core operations. Concurrently, the company updated its full-year 2026 after-tax adjusted operating income per share guidance to a range of $8.30 to $8.50.
Net loss of $419.7 million ($2.65 per diluted common share) for the third quarter of 2026.
After-tax adjusted operating income of $349.0 million ($2.20 per diluted common share) for the quarter.
Year-to-date capital return reached $1,038.5 million, including approximately $200 million of share repurchases during the third quarter.
Full-year 2026 after-tax adjusted operating income per share expected to be $8.30 to $8.50.
Assurant, Inc. announced its third quarter 2026 financial results, reporting a 4 percent increase in GAAP net income to $275.2 million and an 8 percent rise in Adjusted EBITDA to $464.4 million. Driven by broad-based earnings growth across its segments, the company increased its full-year 2026 outlook for Adjusted EBITDA and adjusted earnings per share.
GAAP net income rose 4 percent in Q3 2026 to $275.2 million, or $5.49 per diluted share.
Adjusted EBITDA excluding reportable catastrophes increased 12 percent to $484.1 million for the quarter.
The company raised its full-year 2026 outlook to expect Adjusted EBITDA growth of approximately 10 percent.
Holding company liquidity stood at $954 million as of September 30, 2026.
International Flavors & Fragrances reported third quarter 2026 net sales of $1.94 billion and a net loss from continuing operations of $127 million, alongside adjusted operating EBITDA of $403 million. The company raised the low end of its full-year 2026 financial guidance ranges for sales and adjusted operating EBITDA and completed a $500 million share repurchase authorization.
Reported third quarter 2026 net sales reached $1.94 billion, up 4% year-over-year.
Adjusted operating EBITDA for the third quarter of 2026 was $403 million.
Full-year 2026 sales guidance was raised to a range of $7.5 billion to $7.6 billion.
Full-year 2026 adjusted operating EBITDA guidance was raised to $1.55 billion to $1.60 billion.
RYAM reported a third-quarter net loss of $229 million, or $(3.40) per diluted share, compared with a $4 million loss a year earlier, including $221 million of non-cash impairments. Net sales rose to $383 million from $353 million and Adjusted EBITDA was $52 million, but the Temiscaming site was economically idled on October 3 after U.S. tariffs, and the company now targets concluding its strategic review in Q1 2027. The company has not yet filed its Form 10-Q, so the results are preliminary.
Net loss of $229 million, or $(3.40) per diluted share, versus a $4 million loss, or $(0.07) per share, in the same quarter of 2025
Net sales of $383 million, up from $353 million a year earlier; consolidated Adjusted EBITDA of $52 million, including $2 million of tariff-related costs
Temiscaming paperboard and high yield pulp production economically idled October 3, 2026, after a 50% U.S. tariff on Canadian paperboard effective August 22, 2026; estimated site carrying costs of $2 million to $3 million per month
Strategic review targeted to conclude in Q1 2027; earnings call scheduled for 9:00 a.m. ET on November 4, 2026
Pfizer's board unanimously elected Cecile Guegan as Chief Financial Officer and Executive Vice President, effective November 1, 2026, after she served as interim CFO since August 16, 2026. The filing sets her base salary at $1,300,000 and her target annual cash incentive at $1,300,000, and it does not report any financial results or change to guidance.
Cecile Guegan appointed CFO and Executive Vice President, effective November 1, 2026; interim CFO since August 16, 2026
Annual base salary of $1,300,000
Annual target cash incentive of $1,300,000, equal to 100% of base salary
She will oversee all corporate finance functions, including audit, treasury, investor relations and tax
Alight reported third-quarter 2026 revenue of $500 million, down 6.2% from $533 million a year earlier, and adjusted EBITDA of $86 million, down from $138 million. The company also said it raised its full-year 2026 business outlook, now calling for revenue of $2,115 million to $2,125 million and adjusted EBITDA of $410 million to $420 million, though the filing does not state the prior outlook. For shareholders, the net loss narrowed to $51 million from $1,068 million, but that prior-year loss included a $1,338 million goodwill impairment.
Q3 2026 revenue was $500 million, down from $533 million, mainly due to lower net commercial activity.
Q3 2026 adjusted EBITDA was $86 million, versus $138 million; net loss was $51 million, or $1.93 per share, versus a $1,068 million net loss a year earlier.
Full-year 2026 outlook: revenue of $2,115 million to $2,125 million and adjusted EBITDA of $410 million to $420 million.
Year-to-date cash from operations was $181 million and free cash flow was $108 million for the nine months ended September 30, 2026.
LendingTree reported third quarter 2026 revenue of $343.6 million, up 12% from a year earlier, but posted a GAAP net loss of $72.4 million, or $5.15 per diluted share, driven by a $98.8 million non-cash goodwill impairment. The company updated its full-year 2026 outlook and said it intends to repurchase shares in the fourth quarter for the first time since the first quarter of 2022, after voluntarily repaying $60 million of long-term debt during the quarter.
Revenue of $343.6 million rose 12% from $307.8 million in the third quarter of 2025.
GAAP net loss of $72.4 million, or $5.15 per diluted share, included a $98.8 million non-cash goodwill impairment charge.
Adjusted EBITDA of $39.6 million was down 1% from $39.8 million a year earlier; variable marketing margin rose 2% to $94.9 million.
Full-year 2026 outlook calls for revenue of $1.30 to $1.31 billion and adjusted EBITDA of $151 to $153 million; share repurchases are planned for the fourth quarter.
Jackson Financial filed slides for its third quarter 2026 earnings call on November 4, 2026. Adjusted operating earnings per diluted share were $7.55, up from $6.16 in the third quarter of 2025, and the company said it announced a $1 billion increase to its common share repurchase authorization on November 3.
Adjusted operating earnings per diluted share of $7.55 in 3Q26, versus $6.16 in 3Q25; GAAP earnings per share of $12.37
Retail annuity sales up 22% versus 3Q25, which the company says were its highest since becoming independent
$1 billion increase to the common share repurchase authorization announced November 3, 2026
2026 capital return target of $900 million to $1.1 billion; $838 million returned to common shareholders in the first nine months of 2026
Comscore reported third-quarter 2026 revenue of $76.2 million, down 14.3% from $88.9 million a year earlier, partly due to the May 2026 divestiture of its Movies business. The company posted a net loss of $65.5 million, compared with net income of $0.5 million, mainly due to a non-cash goodwill impairment charge of $57.3 million and $5.5 million in restructuring costs. Comscore reaffirmed its full-year 2026 revenue outlook of $315 million to $325 million, but the filing shows lower revenue and a sharp swing to a loss for shareholders.
Q3 2026 revenue was $76.2 million, versus $88.9 million in Q3 2025 and $79.4 million on a pro forma basis excluding Movies revenue of $9.5 million
Net loss was $65.5 million, or $(4.26) per share, including a $57.3 million goodwill impairment and $5.5 million in restructuring costs
Adjusted EBITDA was $5.8 million, down from $11.0 million, with the margin falling to 7.6% from 12.4%
Cash, cash equivalents and restricted cash totaled $19.5 million as of September 30, 2026; full-year 2026 revenue outlook of $315 million to $325 million was reaffirmed
Advanced Micro Devices reported third quarter 2026 revenue of $13.4 billion, reflecting a 45% increase year-over-year, alongside net income of $2.4 billion. The results were driven by record Data Center segment sales which nearly doubled compared to the prior-year period. For the fourth quarter of 2026, the company expects revenue of approximately $17 billion.
Third quarter 2026 revenue reached $13.4 billion, up 45% year-over-year.
Data Center segment revenue grew 97% year-over-year to a record $8.5 billion.
GAAP net income for the quarter ended September 26, 2026, was $2.4 billion, with diluted earnings per share of $1.46.
Fourth quarter 2026 revenue is expected to be approximately $17 billion, plus or minus 3%.
Omega Healthcare Investors reported third quarter 2026 net income of $87 million and adjusted funds from operations of $262 million, or $0.82 per diluted share. The company raised its full-year 2026 Adjusted FFO guidance range to $3.28 to $3.30 per diluted share and declared a quarterly cash dividend of $0.68 per share.
Net income for the third quarter of 2026 was $87 million, or $0.27 per diluted share.
Adjusted Funds From Operations reached $262 million, or $0.82 per diluted share, compared to $243 million, or $0.79 per diluted share, in Q3 2025.
The company completed $1.5 billion in total new investments year-to-date, including $946 million since quarter-end.
Full-year 2026 Adjusted FFO guidance was raised to a range of $3.28 to $3.30 per diluted share.
PACS Group reported third-quarter 2026 revenue of $1.50 billion, up 11.5%, and net income of $60.8 million, up 16.2% from the prior-year period. The company raised its full-year 2026 Adjusted EBITDA guidance to $685 million to $695 million, from $640 million to $660 million, and its revenue guidance to $5.95 billion to $6.05 billion, from $5.75 billion to $5.85 billion.
Q3 2026 Adjusted EBITDA was $175.7 million, up 33.6% from $131.5 million a year earlier; diluted EPS was $0.37, up 15.6%.
Full-year 2026 Adjusted EBITDA guidance raised to $685 million to $695 million; revenue guidance raised to $5.95 billion to $6.05 billion.
Same-store skilled nursing revenue rose 6.4% and occupancy reached 91.3%, up from 89.3% a year earlier.
The Florida acquisition of 32 skilled nursing facilities closed on October 1, 2026; the company held $707.4 million in available liquidity at September 30, 2026.
Latham Group reported fiscal third-quarter 2026 net sales of $182.2 million, up 12.5%, and net income of $12.1 million, or $0.10 per diluted share, up from $8.1 million, or $0.07, a year earlier. The company narrowed its full-year 2026 guidance to net sales of $605-615 million and adjusted EBITDA of $112-118 million, and its board approved a three-year $100 million stock repurchase plan. Nine-month net income fell 10.3% to $16.3 million, and the quarter included a $5.0 million loss on debt extinguishment.
Third-quarter net sales were $182.2 million, up 12.5%, including 8.4% organic growth.
Third-quarter net income was $12.1 million, or $0.10 per diluted share, versus $8.1 million, or $0.07, a year earlier.
FY 2026 net sales guidance narrowed to $605-615 million from $600-620 million; adjusted EBITDA guidance narrowed to $112-118 million from $110-120 million.
Board approved a three-year $100 million stock repurchase plan.
Redwood Trust reported a third-quarter 2026 GAAP net loss related to common stockholders of $47.3 million, or $0.39 per basic share, compared with $2.9 million, or $0.03 per share, in the second quarter. GAAP book value per common share fell 4.9% to $6.56, and the company announced a planned transition to a C-corporation in 2027, which it expects to add $0.73 to $0.77 per share to GAAP book value in the fourth quarter of 2026.
Net loss related to common stockholders was $47.3 million ($0.39 per basic share) for Q3 2026, versus $2.9 million ($0.03 per share) in Q2 2026.
Non-GAAP Earnings Available for Distribution was $(0.02) per share, down from $0.15 in Q2 2026; Core Segments EAD was $0.18 per share, down from $0.25.
Unrestricted cash and cash equivalents were $201 million at September 30, 2026, and the non-GAAP recourse leverage ratio rose to 5.2x from 5.0x.
The company plans to transition to a C-corporation in 2027, with an expected initial increase of $0.73 to $0.77 per share in GAAP book value in Q4 2026.
Seadrill reported a third-quarter 2026 net loss of $30 million, or $0.49 per diluted share, compared with net income of $29 million in the second quarter. The company said the loss includes a legal provision booked in the third quarter. It also raised its full-year 2026 revenue and Adjusted EBITDA guidance, which matters to shareholders because it points to higher expected earnings for the year despite the quarter's loss.
Net loss of $30 million for the quarter ended September 30, 2026, versus net income of $29 million in the quarter ended June 30, 2026; the loss includes a legal provision booked in the third quarter
Total operating revenues were $428 million, down from $449 million in the prior quarter and up from $363 million a year earlier; Adjusted EBITDA was $121 million, down from $144 million
Full-year 2026 total operating revenues guidance raised to $1.56 - $1.58 billion excluding $90 million of reimbursable revenues; Adjusted EBITDA guidance raised to $440 - $460 million
Free Cash Flow of $179 million in the quarter; about $22 million of shares repurchased; contract backlog of about $3.3 billion as of November 3, 2026
Revolve Group reported third-quarter 2026 net sales of $356.0 million, up 20% from a year earlier, with active customers up 18%. Net income fell 27% to $15.5 million, and diluted EPS was $0.20 versus $0.29, while the prior-year quarter included a $4.5 million insurance recovery. The company also updated its 2026 outlook, raising the general and administrative expense estimate to $178.0 million, which may weigh on future profit.
Net sales were $356.0 million, up 20% year over year, with active customers at 3,243,000, up 18%.
Net income was $15.5 million, down 27% from $21.2 million; diluted EPS was $0.20 versus $0.29.
Adjusted EBITDA was $23.5 million, down 7%, and operating cash flow was negative $24.3 million in the quarter.
FY 2026 general and administrative expenses are now expected at $178.0 million, up from $170 million to $172 million.
On November 3, 2026, First American Financial Corporation appointed Darryl D. Button to its Board of Directors, and he has not yet been named to any board committee. Button has been president and CEO of Pacific Mutual Holding Company since April 2022 and previously served as First American's chief financial officer from 2017 to 2021, so the appointment adds a director with prior company finance experience and current insurance leadership.
Darryl D. Button appointed to the board on November 3, 2026
No committee assignments yet, per the filing
Button has been president and CEO of Pacific Mutual Holding Company since April 2022
Previously served as First American's chief financial officer from 2017 to 2021
EVERTEC reported third quarter 2026 revenue of $283.0 million, up 24% from a year earlier, and GAAP net income attributable to common shareholders of $29.9 million, or $0.49 per diluted share, down from $32.9 million, or $0.51, in the prior-year quarter. The company also raised its full-year 2026 revenue and adjusted earnings per share outlook, while GAAP profit declined year over year.
Revenue rose 24% to $283.0 million from $228.6 million; constant currency revenue grew 21%.
GAAP net income attributable to common shareholders was $29.9 million, or $0.49 per diluted share, versus $32.9 million, or $0.51, a year earlier; the prior-year period included a $6 million R&D tax credit gain.
Adjusted EBITDA rose 19% to $110.5 million, and adjusted earnings per common share rose 16% to $1.07.
Full-year 2026 revenue outlook is now $1,088 million to $1,096 million, and adjusted earnings per share outlook is now $4.00 to $4.08.
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