2,354 material Form 8-K filings that 2,004 companies we cover made with the SEC in November 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
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
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.
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.
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
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
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.
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
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
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
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.
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.
Fuel Tech reported third-quarter 2026 results with revenue up 16% to $8.7 million and Air Pollution Control backlog rising to $16.6 million. The company swung to a net loss of $267,000 from net income of $303,000 a year earlier, as gross margin fell to 45% from 49%. The higher backlog gives shareholders more visibility into future sales, but profitability weakened this quarter.
Consolidated revenue rose 16% to $8.7 million from $7.5 million, led by a 38% increase at the Air Pollution Control segment.
Net loss was $267,000, or $(0.01) per share, compared with net income of $303,000, or $0.01 per share, a year earlier.
Consolidated gross margin declined to 45% from 49%, and SG&A included a non-recurring expense of about $175,000 related to the CEO transition.
Air Pollution Control backlog was $16.6 million at September 30, 2026, up from $14.3 million at June 30, 2026.
WhiteFiber completed its $60.0 million cash acquisition of two industrial properties in Yadkin County, North Carolina, from a unit of Unifi, Inc. on October 28, 2026, with plans to develop them into data center campuses. The sites are expected to provide a combined minimum of 60 megawatts, with potential for up to 198 megawatts. The same release said NC-1 billing ramp slipped past the previously anticipated August timeframe and its initial financing is not yet complete, which offsets some of the acquisition news for shareholders.
Acquisition closed October 28, 2026; $60.0 million purchase price paid in cash, including a $2.25 million earnest money deposit applied at closing.
Combined minimum of 60 MW across the two properties, with potential for up to 198 MW within seven years, subject to confirmation.
Initial ready-for-service capacity at NC-2 and NC-3 is targeted for late 2027, subject to development conditions.
NC-1: about 35 of the contracted 40 MW IT deployment is operational; financing for the initial deployment is not yet closed and there is no assurance it will be completed.
The Hackett Group reported third quarter 2026 results, with total revenue of $69.8 million, down from $73.1 million a year earlier, while GAAP diluted EPS rose to $0.14 from $0.09 and adjusted diluted EPS rose to $0.39 from $0.37. The company guided fourth quarter 2026 revenue before reimbursements to $68.0 million to $70.0 million and adjusted diluted EPS to $0.39 to $0.41, and declared a $0.12 quarterly dividend.
Total revenue was $69.8 million in Q3 2026 versus $73.1 million in Q3 2025; revenue before reimbursements was $68.9 million versus $72.2 million.
GAAP diluted EPS was $0.14 versus $0.09; adjusted diluted EPS was $0.39, at the high end of guidance, versus $0.37.
Q4 2026 guidance: revenue before reimbursements of $68.0 million to $70.0 million and adjusted diluted EPS of $0.39 to $0.41.
Cash was $12.6 million and $86.1 million was outstanding on the credit facility as of September 25, 2026; a $0.12 dividend is payable January 8, 2027.
One Liberty Properties reported third quarter 2026 results, with total revenues up 11.9% year over year to $26.6 million, driven by industrial acquisitions. Net income attributable to the company fell 89.5% to $1.1 million, or $0.04 per diluted share, mainly because the prior-year quarter included a $9.1 million net gain on property sales versus $887,000 this quarter. Funds from operations (FFO) per diluted share rose 7.1% to $0.45, which is a key measure for REIT shareholders.
Total revenues were $26.6 million, up $2.8 million from the third quarter of 2025; net income per diluted share was $0.04 versus $0.48.
FFO per diluted share was $0.45 versus $0.42; AFFO per diluted share was $0.50 versus $0.46.
Interest expense rose to $6.8 million from $5.6 million, reflecting higher weighted average mortgage debt and, to a lesser extent, higher rates.
A $34 million Milwaukee industrial portfolio purchase is under a definitive agreement, with closing expected in the fourth quarter of 2026.
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.
Claros Mortgage Trust reported a GAAP net loss of $14.3 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with a net loss of $255.4 million in the prior quarter ended June 30, 2026. Book value was $8.49 per share, and the company said agreements made in October to sell two risk rated 5 loans could bring incremental losses of $10.4 million if completed.
GAAP net loss of $14.3 million, or $0.10 per share, for the quarter ended September 30, 2026, versus a net loss of $255.4 million for the quarter ended June 30, 2026
Distributable loss of $12.1 million, or $0.08 per share; book value of $8.49 per share
October agreements to sell two risk rated 5 loans for $310.7 million of combined gross proceeds; if completed, incremental combined losses of $10.4 million, or ~$0.07 per share, expected upon Q4 2026 closings
Total liquidity of $146.9 million at September 30, 2026, and $142.7 million at November 2, 2026
American International Group reported third quarter 2026 net income attributable to common shareholders of $844 million, or $1.60 per diluted share, compared to $519 million in the prior year period. General Insurance net premiums written rose 7% year-over-year to $6.7 billion, while the company returned $787 million to shareholders through share repurchases and cash dividends.
Net income attributable to AIG common shareholders was $844 million, or $1.60 per diluted share, for the third quarter of 2026.
General Insurance net premiums written reached $6.7 billion, representing a 7% increase year-over-year.
The Board of Directors declared a quarterly cash dividend of $0.50 per share, payable on December 30, 2026.
AIG returned $787 million to shareholders in the quarter through $527 million in share repurchases and $260 million in dividends.
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.
Prudential Financial reported third quarter 2026 net income attributable to the company of $1.388 billion, or $3.96 per common share, compared to $1.431 billion, or $4.01 per share, for the year-ago quarter. After-tax adjusted operating income was $1.321 billion, or $3.77 per share, down from $1.444 billion, or $4.05 per share, primarily impacted by lower earnings in Japan resulting from a sales suspension.
Net income attributable to Prudential Financial, Inc. was $1.388 billion, or $3.96 per common share, for the third quarter of 2026.
After-tax adjusted operating income was $1.321 billion, or $3.77 per common share, compared to $1.444 billion, or $4.05 per share, in the prior-year period.
Capital returned to shareholders totaled $741 million in the third quarter of 2026, consisting of $250 million in share repurchases and $491 million in dividends.
Assets under management for PGIM stood at $1.465 trillion at the end of the third quarter of 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
United Fire Group reported third-quarter 2026 results on November 3, 2026. Net income fell 10% to $35.1 million, or $1.34 per diluted share, as the combined ratio rose 2.7 points to 94.6%, even though net written premium grew 13% to $371.4 million. For the nine months ended September 30, 2026, the company reported record net income of $98.5 million and record earnings per share of $3.78 diluted.
Third-quarter net income was $35.1 million ($1.34 per diluted share), down from $39.2 million ($1.49 per diluted share) a year earlier.
Net written premium rose 13% to $371.4 million, led by growth in the core commercial business.
Combined ratio increased to 94.6% from 91.9%, with the underlying loss ratio at 57.3% and the catastrophe loss ratio at 2.4%.
Management will discuss the results on an earnings call at 9:00 a.m. CT on November 4, 2026.
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.
The Andersons reported third quarter 2026 results that improved sharply from a year earlier. Net income attributable to the company was $46 million, or $1.36 per diluted share, compared with $20 million, or $0.59, in the third quarter of 2025, and the company called it a record third quarter for net income. The filing does not change full-year guidance, but it gives an adjusted full-year effective tax rate of approximately 14% to 18%, and management will discuss its outlook on a November 4, 2026 webcast.
Net income attributable to the company was $46.4 million, or $1.36 per diluted share, versus $20.1 million, or $0.59, a year earlier.
Adjusted diluted EPS was $1.38, compared with $0.84 in the third quarter of 2025; adjusted EBITDA was $101.4 million, compared with $78.3 million.
Renewables reported record third quarter pretax income of $63 million, while Agribusiness pretax income attributable to the company was $5 million.
Cash used in operating activities was $124 million in the third quarter of 2026, compared with cash provided of $234 million a year earlier.
Park National Corporation furnished an investor presentation with its Q3 2026 results under Item 7.01, which the filing says is not deemed filed for Securities Act purposes. Adjusted net income was $61.2 million for Q3 2026 versus $61.8 million for Q2 2026, and adjusted pre-tax, pre-provision income fell to $75.3 million from $81.3 million. Loans grew to $9.77 billion from $9.73 billion, while the company recorded a provision recovery of $1.0 million in Q3.
Adjusted net income of $61.2 million in Q3 2026 vs $61.8 million in Q2 2026
Adjusted pre-tax, pre-provision income of $75.3 million in Q3 2026 vs $81.3 million in Q2 2026
Provision for credit losses was a recovery of $1.0 million in Q3 2026 vs a $4.6 million provision in Q2 2026
Book value per common share was $94.83 at September 30, 2026, vs $95.58 at June 30, 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.
Champion Homes reported second-quarter fiscal 2027 results for the quarter ended September 26, 2026. Net sales rose 6.2% to $727.0 million, but diluted EPS fell to $0.97 from $1.03, and the company said higher cost of sales drove the decline in net income. The board also increased the share repurchase authorization by $50.0 million to $150.0 million.
Net sales rose 6.2% to $727.0 million from the prior-year quarter, with U.S. homes sold up 2.3% to 6,724.
Diluted EPS was $0.97 versus $1.03 a year earlier; adjusted diluted EPS was $0.95 versus $1.01.
Net income attributable to Champion Homes was $52.7 million, versus $58.2 million, which the company attributed mainly to inflationary increases in cost of sales.
The board raised the share repurchase program by $50.0 million to $150.0 million; the company repurchased $50.0 million of stock in the quarter.
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.
Amwell reported third-quarter 2026 revenue of $49.0 million, down from $56.3 million a year earlier but above its prior guidance range. The company raised its 2026 revenue and adjusted EBITDA outlook, while its net loss and adjusted EBITDA loss were both wider than in the second quarter of 2026.
Q3 2026 revenue was $49.0 million versus $56.3 million in Q3 2025, including $23.9 million of subscription revenue and $23.7 million of AMG visit revenue.
Net loss was $11.0 million versus $31.9 million in Q3 2025 and $9.6 million in Q2 2026.
Adjusted EBITDA was a loss of $3.6 million versus a $12.7 million loss in Q3 2025 and a $1.2 million loss in Q2 2026.
2026 revenue guidance was raised to $204 million to $206 million from $200 million to $205 million; Q4 2026 revenue is expected at $48 million to $50 million.
Huron Consulting Group reported third quarter 2026 revenues before reimbursable expenses of $482.5 million, up 11.6% from a year earlier, while GAAP net income fell to $28.4 million from $30.4 million after a $5.9 million non-cash credit loss. The company raised the midpoint of its full-year 2026 adjusted diluted EPS guidance to $9.30 and narrowed its revenue guidance, which matters to shareholders because it reflects management's updated view of full-year earnings.
Q3 2026 revenues before reimbursable expenses rose $50.2 million, or 11.6%, to $482.5 million; organic growth was 6.7%.
Q3 net income was $28.4 million versus $30.4 million; diluted EPS was $1.75 versus $1.71, including a $0.36 credit-loss impact.
Adjusted diluted EPS rose 24.8% to $2.62 from $2.10 in Q3 2025.
2026 adjusted diluted EPS guidance midpoint raised to $9.30; RBR guidance narrowed to $1.855 billion to $1.885 billion.
SM Energy reported third-quarter 2026 total operating revenues and other income of $2.17 billion, up from $812 million a year earlier, but net income fell to $93 million, or $0.39 per diluted share, from $155 million, or $1.35, in the prior-year quarter. The company lowered its full-year 2026 oil production guidance to 220-222 MBbl/d, citing transitory factors, while keeping capital expenditures at about $2.75 billion.
Total operating revenues and other income were $2.17 billion, compared with $812 million in the third quarter of 2025.
Net income was $93 million, or $0.39 per diluted share, including a $477 million non-cash loss from changes in the fair value of commodity derivative contracts.
Full-year 2026 oil production guidance was lowered by 1% to 220-222 MBbl/d; total production guidance was narrowed to 420-422 MBoe/d.
Net debt was reduced to $6.0 billion from $7.4 billion at March 31, 2026, after redeeming all $417 million of 6.625% Senior Notes due 2027.
USANA reported third-quarter 2026 net sales of $206 million, down from $214 million a year earlier, while its net loss narrowed to $(5.6) million from $(6.5) million. The company lowered its fiscal 2026 outlook, now expecting consolidated net sales approaching $900 million (previously $910 million) and Adjusted EBITDA of $77 million (previously $80.5 million, as corrected), and it also expects a larger full-year net loss of $(16) million, versus $(11) million previously.
Q3 2026 net sales of $206 million, down 4% year over year; Adjusted EBITDA of $12.1 million, down 13%
Net loss of $(5.6) million and diluted EPS of $(0.30), compared with $(0.36) a year earlier
Fiscal 2026 outlook: net sales approaching $900 million (from $910 million); net loss $(16) million (from $(11) million); diluted EPS $(0.90) (from $(0.61))
Company corrected prior Adjusted EBITDA: second quarter 2026 reduced from $27.8 million to $21.7 million; cash and equivalents $179 million with no debt
NBHC posted an updated Q3 2026 investor presentation on its website on November 3, 2026, and furnished it as Exhibit 99.1 under Regulation FD; the deck is not deemed filed under the Exchange Act. It shows year-to-date 2026 GAAP net income of $38.5 million ($0.84 per diluted share) versus $70.9 million adjusted ($1.56), with third-quarter charge-offs driving $40.6 million of provision expense.
Nine-month 2026 GAAP net income $38.5 million, or $0.84 per diluted share; adjusted net income $70.9 million, or $1.56 per diluted share
Third-quarter 2026 charge-offs drove $40.6 million of provision expense, plus a $4.0 million impairment on one FinTech partnership investment
In October 2026 NBHC agreed to sell its Palm Beach, Florida banking center, with a 5.00% deposit premium subject to a minimum of $8.8 million; closing expected mid-2027
Net interest income (FTE) grew 27.7% to $115.2 million in 3Q26; Common Equity Tier 1 ratio 11.69%
Safehold reported third-quarter 2026 revenue of $118.7 million, up 23% from $96.2 million a year earlier. GAAP net income attributable to common shareholders was $28.8 million, down 2% from $29.3 million, and earnings per share were flat at $0.41. The company attributed the flat results mainly to net accretion from fundings and new originations, offset by lower management fee revenue from Star Holdings and higher non-cash general provisions.
Q3 2026 revenue was $118.7 million versus $96.2 million in Q3 2025, a 23% increase.
Q3 2026 GAAP net income attributable to common shareholders was $28.8 million versus $29.3 million, a 2% decrease.
Q3 2026 earnings per share were $0.41, unchanged from Q3 2025.
New ground lease originations totaled $38 million in the quarter, and estimated Unrealized Capital Appreciation rose to $9.9 billion.
Varonis reported third-quarter 2026 results with total revenues of $189.5 million, up from $161.6 million a year earlier, while its GAAP net loss widened to $41.6 million, or $0.36 per share, from $29.9 million, or $0.26 per share. Because of the pending acquisition by Proofpoint, a Thoma Bravo portfolio company, Varonis will not provide forward-looking guidance or hold an earnings call, which leaves shareholders without an updated outlook.
Total revenues were $189.5 million versus $161.6 million in Q3 2025; SaaS revenues were $185.1 million versus $125.8 million.
GAAP operating loss was $47.7 million versus $35.9 million a year earlier; non-GAAP operating income was $7.6 million versus $0.2 million.
Nine-month free cash flow was $94.8 million, down from $111.6 million; cash and investments totaled $937.8 million at September 30, 2026.
The merger agreement is dated October 15, 2026, and no forward-looking guidance will be provided.
Alamar Biosciences reported third-quarter 2026 revenue of $33.5 million, up 68% from a year earlier, and raised its full-year 2026 revenue guidance to $121 million to $123 million. The net loss widened to $13.3 million from $8.0 million as operating expenses rose 81%, though per-share loss narrowed to $0.19 from $0.69 on a much larger share count. President Tod White, who previously served as chief financial officer, will retire at the end of 2026 and remain a consultant through June 30, 2027.
Q3 2026 total revenue was $33.5 million, up from $19.9 million; consumable revenue was $17.8 million.
Full-year 2026 revenue guidance raised to $121 million to $123 million, from the prior $116 million to $120 million.
Net loss was $13.3 million versus $8.0 million a year earlier; operating expenses were $35.8 million, up 81%.
President Tod White retires December 31, 2026; he will consult from January 1, 2027 through June 30, 2027.
Phoenix Education Partners reported fourth-quarter fiscal 2026 net income of $23.5 million, up from $17.5 million a year earlier, while full-year net income fell to $88.9 million from $133.9 million, mainly due to higher share-based compensation tied to its IPO. The company guided fiscal 2027 net revenue to $970.0 million to $1,000.0 million, a range that sits below fiscal 2026 net revenue of $1,017.0 million, and raised its quarterly dividend to $0.23 per share from $0.21.
Q4 net revenue was $260.7 million versus $257.4 million; diluted EPS was $0.60 versus $0.46.
Fiscal 2026 net income was $88.9 million, or $2.29 diluted EPS, versus $133.9 million, or $3.51, in fiscal 2025.
Fiscal 2027 outlook: net revenue of $970.0 million to $1,000.0 million and adjusted EBITDA of $225.0 million to $240.0 million.
Quarterly dividend raised to $0.23 per share, payable November 27, 2026; Michael Weston joined the board as a Class II director on October 29, 2026.
BlueLinx reported fiscal third-quarter 2026 net sales of $813 million, up 8.5% from a year earlier, with gross margin up to 16.1%. The company swung to a net loss of $0.6 million, or $0.07 per share, from net income of $1.7 million, or $0.20 per share, a year earlier, though adjusted EPS rose to $0.68 from $0.45. Shareholders also face a Fourth Quarter outlook that expects average daily sales volumes to be slightly lower than the prior quarter.
Net sales of $813 million, up 8.5%, with gross margin of 16.1% versus 14.4% a year earlier
Net loss of $0.6 million, or $0.07 per share, compared with net income of $1.7 million, or $0.20 per share, in third quarter 2025
Adjusted EBITDA of $31.7 million, up 42% from the prior year, and operating cash flow of $44.7 million, down from $58.6 million
Fourth quarter 2026 outlook: specialty gross margin of 17.5% to 18.5%, structural gross margin of 9.0% to 10.0%, and slightly lower average daily sales volumes
Navitas reported unaudited third-quarter 2026 revenue of $14.0 million, up 33% from the prior quarter and 38% from a year earlier, and guided fourth-quarter revenue to $16.0 million at the midpoint. GAAP net loss was $37.1 million, wider than the $19.2 million loss a year earlier but much narrower than the $228.2 million loss in the second quarter, which included a $203.1 million earnout charge. The company also closed its Claros acquisition on October 6, 2026.
Q3 2026 revenue $14.0 million vs. $10.5 million in Q2 2026 and $10.1 million in Q3 2025
GAAP net loss $37.1 million vs. $19.2 million in Q3 2025; non-GAAP net loss $6.9 million vs. $10.2 million
Q4 2026 revenue guidance $16.0 million plus or minus $0.5 million; non-GAAP gross margin guided to 40.5%
Claros acquisition closed October 6, 2026; AI infrastructure expected to exceed 40% of total sales by year-end
Coupang reported third quarter 2026 results with total net revenues of $10.0 billion, up 7% year over year, while swinging to a net loss of $501 million attributable to stockholders. The company said the July 2026 fire at its leased Incheon fulfillment center in Korea drove much of the profit decline, and its results excluding those costs still show a net loss of $321 million, versus net income of $95 million a year earlier.
Operating loss of $450 million, compared with operating income of $162 million in the third quarter of 2025
Diluted EPS of $(0.28), compared with $0.05 a year earlier; excluding fire-related costs, EPS was $(0.18)
Adjusted EBITDA of $116 million, down from $413 million; trailing twelve-month free cash flow was $(409) million
Repurchased 12.7 million Class A shares for $201 million during the quarter
Ultragenyx reported third-quarter 2026 revenue of $173 million, up from $160 million a year earlier, and a net loss of $118 million, down from $180 million. The company also announced a restructuring that cuts about 20% of its workforce, ends the UX701 Wilson disease program, and expects about $25 million in charges in the fourth quarter. It reaffirmed its 2026 revenue guidance and its expectation of full-year GAAP profitability in 2027, and it completed the $210 million sale of a priority review voucher.
Q3 2026 total revenue was $173 million; net loss was $118 million, or $1.16 per share, versus $1.81 per share a year earlier
Restructuring expected to cost about $25 million, mostly severance, with substantially all charges in Q4 2026 and the workforce reduction substantially complete by end of 2026
Completed sale of the GENGLYCOS priority review voucher on October 30, 2026 for $210 million gross; 20% of proceeds payable to the NIH
Reaffirmed full-year 2026 total revenue guidance of $730 million to $760 million
Mercury General reported a third-quarter 2026 net loss of $13.7 million, or $0.25 per diluted share, compared with net income of $280.4 million, or $5.06 per share, a year earlier. The company said the loss reflected $206.9 million of after-tax net realized investment losses, which it attributed largely to falling fair value of its investments as market interest rates rose, while net premiums earned grew 9.6% and operating income fell 9.6%.
Q3 2026 net premiums earned rose 9.6% to $1.55 billion, versus $1.41 billion in Q3 2025.
Q3 2026 net realized investment losses, net of tax, were $206.9 million; operating income was $193.3 million, or $3.49 per diluted share, down from $213.7 million.
Q3 2026 combined ratio was 90.2%, compared with 87.0% in Q3 2025; nine-month net income rose 30.0% to $440.2 million.
Board declared a quarterly dividend of $0.3175 per share, payable December 31, 2026, to holders of record on December 17, 2026.
Tarsus Pharmaceuticals reported third-quarter 2026 results in a press release furnished as Exhibit 99.1 to this 8-K. XDEMVY net product sales rose approximately 64% year over year to $194.6 million, but a $632.2 million acquired in-process R&D expense tied to the iRenix and Alkeus acquisitions pushed the net loss to $668.3 million, or $(14.40) per share, compared with $12.6 million, or $(0.30) per share, a year earlier.
Third-quarter product sales, net were $194.6 million, compared with $118.7 million in the same period of 2025.
Acquired IPR&D expense of $632.2 million included $551.2 million for Alkeus and $81.0 million for iRenix.
Net loss was $668.3 million, or $(14.40) per share, versus $12.6 million, or $(0.30) per share, a year earlier.
Cash, cash equivalents and marketable securities were $309.6 million as of September 30, 2026.
SSR Mining reported third-quarter 2026 revenue of $447.7 million, up from $385.8 million a year earlier, and diluted earnings per share from continuing operations of $0.46, up from $0.44. The company said full-year all-in sustaining costs are trending about 10% above the upper end of its 2026 guidance, while it maintained its production guidance of 450,000 to 535,000 gold equivalent ounces. For shareholders, higher revenue and earnings are offset by the cost outlook, and the company also declared a $0.03 quarterly dividend.
Q3 2026 revenue was $447.7 million versus $385.8 million in Q3 2025; diluted EPS from continuing operations was $0.46 versus $0.44.
Q3 all-in sustaining costs were $2,527 per gold equivalent ounce sold, up from $2,114 a year earlier.
Full-year AISC is expected to trend about 10% above the upper end of 2026 guidance, citing the Puna resequencing, higher royalty costs and diesel prices.
Company completed $193.6 million in share buybacks in Q3 and declared a $0.03 per share dividend payable December 11, 2026.
Booking Holdings Inc. reported its third-quarter 2026 financial results, posting $54.5 billion in gross bookings and $8.9 billion in total revenue. GAAP net income was $2.7 billion while adjusted net income reached $3.5 billion, reflecting solid underlying performance despite a 1% decline in GAAP revenue due to a recorded FTC matter.
Room nights grew 7% year-over-year to 345 million in Q3 2026.
Gross bookings reached $54.5 billion, representing a 10% increase compared to Q3 2025.
GAAP net income was $2.7 billion and adjusted net income was $3.5 billion.
The Board declared a cash dividend of $0.42 per share payable on December 31, 2026.
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