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).
Par Pacific reported third quarter 2026 net income attributable to stockholders of $353.3 million, or $7.11 per diluted share, up from $262.6 million, or $5.16 per share, a year earlier. The results include a $187.2 million small refinery exemption benefit from the EPA, and the company agreed to sell its 46% interest in Laramie Energy, with about $120 million in cash proceeds expected by year end.
Revenues were $3,052.4 million in Q3 2026, compared with $2,012.9 million in Q3 2025.
Adjusted net income attributable to stockholders was $531.5 million, or $10.70 per diluted share, including a $187.2 million SRE impact.
The EPA granted full and partial small refinery exemptions in August 2026, which the company recorded as a gain in the third quarter.
The Laramie Energy sale is expected to close in Q4 2026, with about $120 million in cash proceeds expected by year end.
Avista Corp. reported third-quarter 2026 GAAP net income of $49 million, or $0.57 per diluted share, up from $29 million, or $0.36, a year earlier. Non-GAAP utility earnings rose to $33 million, or $0.38 per share, from $30 million, or $0.37, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.
Q3 2026 GAAP EPS $0.57 vs. $0.36; non-GAAP utility EPS $0.38 vs. $0.37
Year-to-date GAAP EPS $2.11 vs. $1.51; non-GAAP utility EPS $1.76 vs. $1.67
2026 non-GAAP utility EPS guidance confirmed at $2.52 to $2.72; CEO expects the midpoint
Company expects to issue up to $15 million of common stock in 2026 and up to $220 million of long-term debt in 2027
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
Avidia Bancorp filed an investor presentation for a November 5, 2026 conference that reports third-quarter 2026 results. Net income rose to $8.6 million, or $0.47 per share, from $7.2 million, or $0.39 per share, in the second quarter, and the company completed its $30 million stock repurchase plan on November 3, 2026.
Third-quarter 2026 net income was $8.6 million, up from $7.2 million in the second quarter of 2026.
Diluted EPS was $0.47 versus $0.39 in the prior quarter; total revenue rose to $31.2 million from $29.9 million.
The $30 million stock repurchase plan was completed on November 3, 2026, with 1.36 million shares repurchased (6.8%).
Net interest margin was 3.86%, up from 3.64% in the second quarter.
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.
Ovintiv Inc. reported third quarter 2026 net earnings of $549 million and Non-GAAP Free Cash Flow of $680 million, alongside an agreement to acquire Logan Energy Corp. for approximately $890 million. The company returned $467 million to shareholders through buybacks and dividends while maintaining its full-year guidance.
Third quarter net earnings were $549 million, with Non-GAAP Free Cash Flow of $680 million.
Announced an agreement to acquire Logan Energy Corp. for a total transaction value of approximately $890 million.
Board of Directors declared a quarterly dividend of $0.30 per share, payable on December 31, 2026.
Third quarter production averaged 631 thousand barrels of oil equivalent per day.
Weis Markets reported third quarter 2026 total revenue of $1.28 billion, up 3.0%, with net income of $22.21 million and earnings per share of $0.90, compared with $0.69 a year earlier. Higher fuel sales, new stores and a higher gross profit margin drove the improvement, while pharmacy pricing changes under the Inflation Reduction Act weighed on sales. The company also declared a $0.34 quarterly dividend.
Q3 2026 total revenue rose 3.0% to $1.28 billion; comparable store sales rose 1.3%, but fell 1.2% excluding fuel.
Gross profit margin rose to 25.5% from 24.8%; income from operations rose 38.6% to $28.51 million.
Year-to-date net income was $72.92 million, or $2.95 per share, versus $61.73 million, or $2.38 per share, a year earlier.
Board declared a $0.34 per share quarterly dividend, payable November 23, 2026, to holders of record as of November 9, 2026.
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.
GXO Logistics furnished an investor presentation reporting third-quarter 2026 results, with revenue of $3.6 billion, up 5.7% from a year earlier, and organic revenue growth of 6.4%. Adjusted diluted EPS rose 13% to $0.89, while adjusted EBITDA was flat at $251 million, and full-year 2026 guidance was unchanged.
Q3 2026 revenue was $3.6 billion versus $3.4 billion in Q3 2025; organic revenue growth was 6.4%.
Adjusted diluted EPS was $0.89 versus $0.79; adjusted EBITDA was $251 million in both periods.
Free cash flow fell to $85 million from $187 million in Q3 2025; net leverage was 2.7x, unchanged year over year.
FY 2026 guidance was reaffirmed: adjusted EBITDA of $945 million to $965 million and adjusted diluted EPS of $2.95 to $3.15.
Global Industrial reported third-quarter 2026 net sales of $389.5 million, up 10.2% from a year earlier, and diluted EPS from continuing operations of $0.64, up from $0.48. Management said tariff refunds added about $0.04 to EPS in the quarter. The board also declared a $0.28 regular dividend and a $1.00 special dividend per share, payable to shareholders of record on November 16, 2026.
Q3 net sales were $389.5 million versus $353.6 million; average daily sales rose 8.5%.
Diluted EPS from continuing operations was $0.64 versus $0.48; tariff refunds benefited EPS by about $0.04.
Dividends: $0.28 regular and $1.00 special per share, record date November 16, 2026, payable November 23, 2026.
Nine-month net sales were $1,126.5 million and diluted EPS from continuing operations was $2.00, versus $1.48; tariff refunds benefited nine-month EPS by about $0.46.
GXO reported third-quarter 2026 revenue of $3.6 billion, up 5.7% year over year, and diluted EPS of $0.56 versus $0.51 a year earlier. The company reaffirmed its full-year 2026 guidance, but free cash flow fell to $85 million from $187 million, and adjusted EBITDA was flat at $251 million.
Revenue $3.6 billion, up 5.7% year over year; organic revenue growth 6.4%
Diluted EPS $0.56 vs. $0.51; adjusted diluted EPS $0.89 vs. $0.79
Free cash flow $85 million vs. $187 million; operating cash flow $156 million vs. $232 million
Full-year 2026 guidance reaffirmed; Investor Day set for November 16, 2026
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
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.
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.
Silgan Holdings' Board declared a quarterly cash dividend of $0.21 per share, payable December 15, 2026 to shareholders of record on December 1, 2026. The press release says the company has increased this quarterly dividend every year for ninety-one consecutive quarters since 2004.
Quarterly cash dividend of $0.21 per share declared November 3, 2026
Payable December 15, 2026 to holders of record on December 1, 2026
Filing states the dividend has been increased every year for ninety-one consecutive quarters since 2004
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.
First Guaranty Bancshares reported third-quarter 2026 net income of $12.0 million, or $0.69 per common share, compared with a net loss of $45.0 million, or $3.01 per share, a year earlier. The company said it completed the sale of its Texas operations, and its Tier 1 leverage ratio improved to 8.29%, which matters to shareholders because it reflects a stronger capital position after a loss-heavy 2025 quarter.
Q3 2026 net income of $12.0 million versus a $45.0 million net loss in Q3 2025
Q3 2026 earnings of $0.69 per common share versus a loss of $3.01 per share a year earlier
Provision for credit losses fell to $3.8 million from $47.9 million in the prior-year quarter
Total assets were $3.2 billion at September 30, 2026, down from $3.8 billion a year earlier
Mayville Engineering reported third-quarter 2026 net sales of $170.4 million, up 18.1% from a year earlier, and net income of $0.4 million, or $0.02 per diluted share, compared with a net loss of $2.7 million a year earlier. The company also updated full-year 2026 guidance, forecasting net sales of $630 million to $640 million and adjusted EBITDA of $48 million to $52 million, while free cash flow is expected to be negative.
Q3 2026 net sales of $170.4 million, up 18.1% year over year, led by Datacenter & Critical Power sales of $37.2 million, up 64.9%
Q3 2026 net income of $0.4 million, or $0.02 per diluted share, versus a net loss of $2.7 million, or $(0.13) per share, a year earlier
Adjusted EBITDA of $17.0 million, or 10.0% of net sales, versus $14.1 million, or 9.8%, a year earlier; free cash flow was $(3.4) million
FY2026 guidance: net sales of $630 million to $640 million, adjusted EBITDA of $48 million to $52 million, and free cash flow of $(16) million to $(6) million; Thomson, Georgia facility acquisition closed October 1, 2026
Bristow Group reported third quarter 2026 results, with total revenues of $437.9 million and net income of $27.7 million, or $0.93 per diluted share, both up from the prior quarter. The company reaffirmed the midpoint of its full-year 2026 Adjusted EBITDA guidance and repurchased $25.0 million of shares, and it declared a quarterly dividend of $0.125 per share.
Total revenues of $437.9 million versus $411.8 million in Q2 2026; net income of $27.7 million, or $0.93 per diluted share, versus $21.2 million, or $0.70, in Q2 2026
Adjusted EBITDA of $89.6 million versus $79.8 million in Q2 2026; full-year 2026 Adjusted EBITDA guidance of $300 million to $320 million, midpoint affirmed
Government Services operating loss of $1.4 million, with CEO Chris Bradshaw citing delayed aircraft modification programs for new search and rescue contracts
Repurchased 547,785 shares for $25.0 million; quarterly dividend of $0.125 per share payable November 27, 2026
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
Expeditors International declared a semi-annual cash dividend of $0.81 per share, payable December 15, 2026 to shareholders of record as of December 1, 2026. The CFO said dividends and share repurchases will total more than $1 billion returned to shareholders in 2026, including this dividend.
Semi-annual cash dividend of $0.81 per share declared by the Board on November 2, 2026
Payable December 15, 2026 to shareholders of record as of December 1, 2026
Company says it will have returned more than $1 billion to shareholders in 2026 through dividends and share repurchases
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.
Jack Henry & Associates reported GAAP revenue of $701.5 million for the fiscal first quarter ended September 30, 2026, up 8.8% from a year earlier, and GAAP diluted EPS of $2.28, up 15.6% from $1.97. The company also set fiscal 2027 GAAP EPS guidance of $7.47 to $7.51, which shareholders can compare against future results.
GAAP revenue rose 8.8% to $701.5 million; GAAP operating income rose 12.5% to $207.1 million.
GAAP diluted EPS was $2.28 versus $1.97 a year earlier; GAAP net income rose 11.4% to $160.4 million.
Fiscal 2027 GAAP EPS guidance is $7.47 to $7.51, with GAAP revenue guidance of $2,698 million to $2,718 million.
Debt outstanding on credit facilities was $85 million at September 30, 2026, up from $20 million a year earlier; cash was $25.4 million, down from $36.2 million.
Innospec reported third-quarter 2026 revenue of $473.6 million, up 7% from $441.9 million a year earlier, and net income attributable to Innospec of $31.8 million, or $1.29 per diluted share, versus $12.9 million, or $0.52, a year earlier. The Board declared a semi-annual dividend of $0.94 per share, bringing the annual dividend to $1.86, a 9% increase over 2025, which shareholders of record as of November 17, 2026 will receive on November 25, 2026.
Revenue of $473.6 million, up 7% from $441.9 million in the third quarter of 2025.
GAAP diluted EPS of $1.29 versus $0.52; adjusted non-GAAP EPS of $1.29 versus $1.12.
Semi-annual dividend of $0.94 per share, payable November 25, 2026; annual dividend of $1.86, up 9%.
Cash from operating activities of $17.4 million versus $39.1 million a year earlier; cash of $251.9 million and no debt as of September 30, 2026.
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.
Accel Entertainment reported results for the three months ended September 30, 2026, with revenue of $364 million, up 10% from the prior-year quarter, and net income of $21 million, up 55%. Adjusted EBITDA rose 12% to $57 million, and the company repurchased about 624,000 shares for $7.2 million, which shows growth in both earnings and cash generation for shareholders. The filing does not include updated guidance.
Q3 2026 revenue was $364 million, up 10% from Q3 2025; Illinois revenue excluding Fairmount Park rose 7%.
Net income was $21 million, up 55%, including a $6 million gain on the change in fair value of contingent earnout shares.
Adjusted EBITDA was $57 million, up 12%; free cash flow was $62 million, which includes a refund on $18 million of federal tax credits bought for $17 million in Q2.
As of September 30, 2026, cash was $294 million and net debt was $272 million; the company repurchased about 624,000 shares for $7.2 million in Q3.
Addus HomeCare reported third-quarter 2026 net service revenues of $387.7 million, up 7.0%, with net income of $28.6 million, or $1.54 per diluted share, compared with $1.24 a year earlier. Adjusted net income per diluted share rose 17.3% to $1.83, and the company said it has a pending agreement to acquire the personal care division of AccentCare for approximately $275.0 million.
Net service revenues of $387.7 million, up 7.0% from $362.3 million in the third quarter of 2025
Net income of $28.6 million, or $1.54 per diluted share, versus $1.24; adjusted net income per diluted share of $1.83 versus $1.56
Adjusted EBITDA of $51.2 million, up 13.5%; net cash from operating activities of $40.9 million
Definitive agreement to acquire AccentCare's personal care division for approximately $275.0 million, announced September 14, 2026; conference call on November 4, 2026 at 9:00 a.m. Eastern Time
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.
Freshworks reported third quarter 2026 revenue of $245.4 million, up 14% from $215.1 million a year earlier, and GAAP net income of $18.3 million, compared with a net loss of $4.7 million in the same quarter of 2025. The company also issued fourth quarter and full year 2026 estimates, calling for full year revenue of $965.0 million to $966.0 million and full year non-GAAP net income per share of about $0.71.
Q3 2026 GAAP diluted EPS was $0.07 versus a loss of $0.02 in Q3 2025; non-GAAP diluted EPS was $0.22 versus $0.16.
Non-GAAP operating margin was 29.8% versus 21.0% a year earlier; GAAP operating income was $28.2 million.
Q4 2026 guidance: revenue of $253.5 million to $254.5 million and non-GAAP income from operations of $68.0 million to $70.0 million.
Adjusted free cash flow was $73.9 million, up 29% year over year; cash and marketable securities totaled $697.3 million as of September 30, 2026.
Eastman Kodak reported third-quarter 2026 results with revenue of $276 million, up 3% from $269 million a year earlier, and GAAP net income of $21 million versus $13 million. Growth came mainly from its Advanced Materials & Chemicals unit, while Print revenue fell 7%, and diluted EPS was $0.18 compared with a loss of $0.08 in Q3 2025.
Revenue $276 million vs. $269 million in Q3 2025; AM&C revenue rose to $99 million from $82 million, while Print fell to $165 million from $177 million
GAAP net income $21 million vs. $13 million; diluted EPS $0.18 vs. a loss of $0.08
Operational EBITDA $31 million vs. $29 million; quarter-end cash $317 million, up from $290 million on June 30, 2026
First Tracks Biotherapeutics reported third-quarter 2026 results in an 8-K filing that attaches its earnings press release. The company reported a net loss of $31.4 million, or $0.88 per share, compared with $41.9 million, or $1.50 per share, in the same quarter of 2025, as research and development and general and administrative expenses both declined. Shareholders also received a business update that includes a $200 million private placement completed in October 2026, which the company said brings pro forma cash to $343 million.
Q3 2026 net loss was $31.4 million ($0.88 per share), versus $41.9 million ($1.50 per share) in Q3 2025.
Research and development expense was $23.8 million for Q3 2026, down from $33.3 million a year earlier.
Cash, cash equivalents and investments were $155.6 million at Sept. 30, 2026; pro forma cash is $343 million after the $200 million private placement.
For the nine months, the net loss was $115.2 million, compared with $131.5 million, while general and administrative expense rose to $37.1 million from $28.2 million.
Jackson Financial reported third quarter 2026 net income attributable to common shareholders of $847 million, or $12.37 per diluted share, up from $65 million, or $0.92, a year earlier. Adjusted operating earnings rose to $517 million, or $7.55 per diluted share, from $433 million, or $6.16, driven mainly by higher spread income and a lower share count. The results also show record retail annuity sales of $6.5 billion and a $1 billion increase to the board-approved share repurchase authorization.
Net income attributable to common shareholders was $847 million, or $12.37 per diluted share, versus $65 million, or $0.92, in the third quarter of 2025.
Adjusted operating earnings were $517 million, or $7.55 per diluted share, versus $433 million, or $6.16, a year earlier.
Record retail annuity sales were $6.5 billion, up 22% from the third quarter of 2025.
The board approved a $1 billion increase to the existing common share repurchase authorization, and the company returned $291 million to common shareholders in the 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
Community Healthcare Trust reported third-quarter 2026 net income of about $3.1 million, or $0.09 per diluted share, up from $1.6 million, or $0.03, a year earlier. Revenue rose to $32.4 million from $31.1 million, and FFO per share increased to $0.54 from $0.50, which points to stronger results for shareholders.
Q3 2026 total revenue was $32.4 million, compared with $31.1 million in Q3 2025.
FFO was $0.54 per diluted share and AFFO was $0.58, compared with $0.50 and $0.56 in Q3 2025.
The board declared a quarterly dividend of $0.33 per share, payable November 25, 2026, to holders of record as of November 13, 2026.
After September 30, 2026, the company sold two properties for net proceeds of about $31.5 million.
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.
Phibro Animal Health's board declared a quarterly cash dividend of $0.12 per share on its Class A and Class B common stock. Holders of record at the close of business on November 25, 2026 will receive the payment on December 16, 2026.
Quarterly cash dividend of $0.12 per share on Class A and Class B common stock
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.
First Financial Bancorp reported third-quarter 2026 net income of $81.2 million, or $0.77 per diluted share, up from $76.5 million and $0.73 in the second quarter. Adjusted net income, a non-GAAP measure, was $87.8 million, or $0.84 per share, which the company said was the highest adjusted EPS in its history. The filing was an investor presentation furnished under Regulation FD, and it also says the pending Finward Bancorp acquisition is expected to close on 1/1/27, subject to state regulatory and Finward shareholder approvals.
Net income of $81.2 million, or $0.77 per diluted share, versus $76.5 million, or $0.73, in 2Q26; adjusted net income of $87.8 million, or $0.84 per share
Net interest income of $196.3 million; net interest margin of 4.05% on a GAAP basis, up 9 basis points from the linked quarter on a fully tax-equivalent basis to 4.07%
Finward acquisition expected to close 1/1/27; federal regulatory approval received, with state regulatory and Finward shareholder approvals still required
Board approved a quarterly dividend of $0.26 per share, to be paid in 4Q26
Block, Inc. reported its third-quarter financial results for the period ended September 30, 2026, exceeding its previous guidance across key metrics. The company also provided a preliminary outlook for 2027, projecting continued growth in gross profit and adjusted operating income.
Gross profit grew 22% year over year to $3.24 billion for the third quarter of 2026.
Adjusted Operating Income increased 92% year over year to $923 million.
Cash App monthly transacting actives reached 60 million in September 2026.
For full-year 2027, Block expects gross profit to grow at least 15% year over year.
For the quarter ended September 30, 2026, UFP Technologies reported net sales of $172.4 million, up 11.6% from $154.6 million, and net income of $20.6 million, up 25.8%. Diluted GAAP EPS was $2.64 versus $2.11 a year earlier, and gross margin rose to 29.4% from 27.7%. Management said scheduled program transfers to the Dominican Republic and margin improvement remain behind plan, and the company is working to expand its credit facility.
Q3 net sales were $172.4 million, up 11.6% from $154.6 million; organic sales growth was 11.1%.
Q3 GAAP diluted EPS was $2.64 versus $2.11; adjusted diluted EPS was $2.88 versus $2.39.
Q3 gross margin was 29.4% versus 27.7%; SG&A rose 21.4% to $23.2 million.
Nine-month net sales were $500.6 million, up 10.3%; the company is working to expand its credit facility.
Toast reported third quarter 2026 financial results, highlighting net income of $169 million and a 24% increase in annualized recurring run-rate to $2.5 billion. The company also raised its full-year guidance for Adjusted EBITDA and non-GAAP gross profit. Additionally, President and CFO Elena Gomez announced her departure effective at the end of the year, with SVP of Finance Michael Senno appointed as her successor.
Net income reached $169 million in the third quarter of 2026 compared to $105 million in the prior-year period.
Annualized recurring run-rate (ARR) grew 24% year-over-year to $2.5 billion as of September 30, 2026.
Full-year 2026 Adjusted EBITDA guidance was raised to a range of $840 million to $850 million.
Michael Senno was appointed Chief Financial Officer effective January 1, 2027, succeeding Elena Gomez.
Douglas Emmett reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose to $261 million from $251 million and the net loss attributable to common stockholders narrowed to $9 million from $11 million, while FFO per fully diluted share was flat at $0.34 and AFFO fell to $47 million from $52 million. The company also issued 2026 guidance of $1.39 to $1.43 in FFO per fully diluted share and a net loss of $0.20 to $0.16 per diluted common share.
Revenue of $261 million for Q3 2026, up from $251 million in Q3 2025
Net loss attributable to common stockholders of $9 million, compared with $11 million a year earlier
FFO per fully diluted share of $0.34 in both periods; AFFO of $47 million versus $52 million
2026 guidance: FFO per fully diluted share of $1.39 to $1.43; net loss per diluted common share of $(0.20) to $(0.16)
Arista Networks announced its third quarter 2026 financial results, reporting total revenue of $3.66 billion and diluted GAAP earnings per share of $1.22. The company also issued fourth-quarter guidance anticipating revenue between $3.9 billion and $4.0 billion.
Q3 2026 total revenue reached $3.66 billion, representing a 58.5% year-over-year increase.
GAAP diluted net income per share was $1.22 for the quarter ended September 30, 2026.
Q4 2026 revenue guidance is projected between $3.9 billion and $4.0 billion.
Marqeta reported third-quarter 2026 net revenue of $176 million, up 8% year over year, and total processing volume of $126 billion, up 29%. GAAP net income was $115 million, compared with a net loss of $4 million a year earlier, but it includes a $107 million non-cash income tax benefit, so the profit figure overstates core operating results. Guidance calls for fourth-quarter net revenue growth of 3% to 5% and full-year 2026 growth of 11% to 12%.
Total processing volume of $126 billion, up 29% year over year; net revenue of $176 million, up 8%
GAAP net income of $115 million, including a $107 million discrete non-cash income tax benefit; prior-year quarter was a net loss of $4 million
Adjusted EBITDA of $39 million, up 28%, with a 22% margin
Guidance: fourth-quarter 2026 net revenue growth of 3% to 5%; full-year 2026 net revenue growth of 11% to 12%
Astera Labs announced financial results for the third quarter ended September 30, 2026, delivering record quarterly revenue of $584.9 million alongside GAAP net income of $182.9 million. The company also issued its financial outlook for the fourth quarter of 2026, projecting revenue between $730 million and $750 million.
Q3 2026 revenue reached a record $584.9 million, up 154% year-over-year.
GAAP net income for the third quarter was $182.9 million, or $0.99 per diluted share.
Q4 2026 revenue is projected to be in the range of $730 million to $750 million.
Corcept Therapeutics reported third quarter 2026 revenue of $340.5 million, up 64 percent from the same period in 2025, and net income of $126.8 million, compared with $19.7 million a year earlier. The company reiterated its 2026 revenue guidance of $1.1 billion to $1.2 billion, and its Lifyorli ovarian cancer product contributed $91.4 million of the quarter's revenue.
Q3 2026 revenue of $340.5 million vs. $207.6 million in Q3 2025; Korlym and authorized generic revenue was $249.1 million and Lifyorli revenue was $91.4 million
Q3 2026 net income of $126.8 million, or $1.01 per diluted share, vs. $19.7 million, or $0.16 per diluted share, in Q3 2025
2026 revenue guidance of $1.1 billion to $1.2 billion reiterated; cash and investments rose to $662.3 million at September 30, 2026
Relacorilant for Cushing's syndrome has a PDUFA date of December 17, 2026
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