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).
Lemonade reported third-quarter 2026 revenue of $336.1 million, up 73% from a year earlier, and raised its full-year 2026 revenue and gross earned premium guidance. Net loss widened to $43.7 million, or $0.56 per share, from $37.5 million, mainly due to higher stock-based compensation and interest expense, so the top-line gains came with a larger loss for shareholders.
Third-quarter revenue was $336.1 million, up $141.6 million or 73%; in force premium rose 34% to $1.55 billion.
Net loss was $43.7 million ($0.56 per share), compared with $37.5 million ($0.51 per share) in Q3 2025.
Adjusted EBITDA loss narrowed to $20.4 million from $25.6 million; the company reiterated expected positive Adjusted EBITDA in Q4 2026.
Full-year 2026 revenue guidance was raised to $1,231-$1,235 million; in force premium guidance was reiterated at $1,632-$1,639 million.
LifeStance reported third quarter 2026 revenue of $455.9 million, up 25%, and net income of $22.4 million, compared with $1.1 million a year earlier. The company raised its full-year 2026 guidance for revenue, Center Margin and Adjusted EBITDA, which points to stronger expected results for shareholders.
Q3 2026 revenue $455.9 million, up 25% from $363.8 million; net income $22.4 million versus $1.1 million
Adjusted EBITDA $68.4 million, up 70%; Center Margin $161.4 million, up 38%
Full-year 2026 revenue guidance raised to $1.741 billion to $1.761 billion; Adjusted EBITDA to $242 million to $250 million
Q4 2026 guidance: revenue $446 million to $466 million; Adjusted EBITDA $56 million to $64 million
Hornbeck Offshore Services reported a third-quarter 2026 net loss of $85.7 million, or $0.40 per diluted share, on revenue of $293.3 million, up from $183.3 million in the second quarter. Results include one month of legacy Helix operations after the merger closed on September 1, 2026, and $119.8 million of merger and integration costs. The company also guided to Adjusted EBITDA of $90 million to $100 million for the fourth quarter of 2026 and $500 million to $550 million for full-year 2027.
Q3 2026 revenue was $293.3 million, up $110.0 million from the second quarter but down from $199.1 million a year earlier.
Net loss was $85.7 million, or $0.40 per diluted share, compared with net income of $11.1 million in the second quarter.
Adjusted EBITDA was $105.9 million; the company guided to $90 million to $100 million for Q4 2026 and $500 million to $550 million for 2027.
Cash of $471.6 million and total debt face value of $730.6 million as of September 30, 2026.
BuzzFeed reported third-quarter 2026 revenue of $26.0 million, down 44% from $46.3 million a year earlier, and a net loss of $18.7 million, compared with $7.4 million a year earlier. The company deferred its full-year 2026 financial outlook while it integrates the Allen Family Digital transaction and its July restructuring, which it expects to yield about $30 million in annualized savings.
Q3 2026 revenue was $26.0 million versus $46.3 million in Q3 2025, a 44% decline
Q3 2026 net loss was $18.7 million versus $7.4 million; Adjusted EBITDA was negative $4.8 million versus $0.8 million
Full-year 2026 financial outlook was deferred, with no new guidance provided
Restructuring is expected to yield about $30 million in annualized savings after cutting workforce and contractors by about 35%
EPAM reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, and GAAP diluted EPS of $2.53, up from $1.91. The Board replaced the prior repurchase program with a new $1.8 billion authorization through December 31, 2029, and EPAM expects to enter a $500 million accelerated share repurchase during the week of November 9, 2026, which shareholders would see as a larger capital return.
Q3 revenue $1.426 billion, up $32.1 million or 2.3%; GAAP income from operations rose 21.4% to $175.9 million
GAAP diluted EPS $2.53 vs. $1.91 a year earlier; non-GAAP diluted EPS $3.51, up 14.0%
$500 million accelerated share repurchase expected the week of November 9, 2026, funded with cash on hand and credit facility borrowings
Fourth-quarter revenue expected at $1.405 billion to $1.420 billion; cash, cash equivalents and restricted cash fell to $969.9 million as of September 30, 2026
Prospect Capital reported a net loss applicable to common shareholders of $53.4 million, or $0.10 per share, for the quarter ended September 30, 2026, compared with net income of $48.1 million, or $0.10 per share, a year earlier. Net investment income was $76.4 million, or $0.15 per common share, down from $79.4 million, or $0.17 per share, a year earlier, and net asset value per common share fell to $5.36 from $5.71 in the prior quarter and $6.45 a year earlier.
Net loss applicable to common shareholders: $(53.4) million, or $(0.10) per share, for the quarter ended September 30, 2026
Net investment income: $76.4 million, or $0.15 per share, versus $79.4 million, or $0.17 per share, a year earlier
Net asset value per common share: $5.36 at September 30, 2026, versus $5.71 at June 30, 2026 and $6.45 at September 30, 2025
Board increased the share repurchase program to up to $200.0 million on November 3, 2026; monthly common distribution declared at $0.0350 per share
Comstock Resources reported third quarter 2026 results, with production up 9% from a year earlier and natural gas and oil sales including hedging rising to $359.3 million. Net income available to the Company fell to $22.3 million from $111.1 million, and total revenues fell to $384.4 million from $447.4 million. The company also agreed on November 4, 2026 to sell non-operated interests to SOCAR for $1.65 billion in cash, expected to close by year end, and extended its bank credit facility maturity to November 15, 2028.
Net income available to the Company was $22.3 million, or $0.08 per diluted share, versus $111.1 million, or $0.40 per diluted share, in the third quarter of 2025.
Production was 122.4 Bcfe, up 9% from the third quarter of 2025; natural gas and oil sales including hedging were $359.3 million versus $335.0 million.
Gas services revenue fell to $64.5 million from $141.3 million, and total revenues and other operating income fell to $384.4 million from $447.4 million.
SOCAR purchase price is $1.65 billion, with closing expected by year end; the bank credit facility maturity was extended to November 15, 2028.
Dorian LPG reported revenues of $221.3 million for the quarter ended September 30, 2026, up 78.4% from a year earlier, driven by higher time charter equivalent rates. Net income of $213.9 million included a $63.6 million gain on vessel sales, and the company declared an irregular cash dividend of $1.25 per share, about $53.7 million in total, payable November 24, 2026.
Revenues were $221.3 million, up from $124.1 million a year earlier, with TCE rates at $96,990 per available day versus $53,725.
Net income was $213.9 million, or $4.98 per diluted share, versus $1.30 a year earlier; adjusted EPS was $3.46 versus $1.31.
Adjusted EBITDA was $242.0 million, compared with $85.7 million in the prior-year quarter.
An irregular dividend of $1.25 per share, about $53.7 million, is payable on or about November 24, 2026, to holders of record as of November 9, 2026.
Intrusion Inc. received a Nasdaq notice granting it a second 180-day period, until May 3, 2027, to regain compliance with the $1.00 minimum bid price requirement after missing the initial deadline of November 3, 2026. The stock continues to trade on the Nasdaq Capital Market under INTZ, but if the company does not regain compliance, Nasdaq will move toward delisting, and the company may need a reverse stock split.
Nasdaq granted an additional 180 calendar days, until May 3, 2027, to regain the $1.00 minimum bid price requirement.
The company did not regain compliance during the initial 180-day period, which expired November 3, 2026.
To regain compliance, the closing bid price must be at least $1.00 for 10 consecutive business days before May 3, 2027, and any reverse stock split must be completed no later than ten business days before that date.
The company makes no assurance it will regain compliance or successfully appeal any future delisting determination.
HF Sinclair agreed to buy back 2,100,000 shares of its common stock from REH Advisors Inc. at $110.81 per share, for an aggregate price of approximately $233 million, funded with cash on hand. The repurchase is expected to close on or around November 6, 2026, and is made under the company's $1.5 billion share repurchase program, which leaves about $493 million of authorization remaining.
2,100,000 shares at $110.81 per share, for an aggregate price of approximately $233 million, funded with cash on hand
Stock Purchase Agreement dated November 3, 2026; expected completion on or around November 6, 2026
Made under the $1.5 billion share repurchase program authorized by the Board on August 26, 2026; about $493 million remains, and $1 billion has been repurchased to date including this transaction
Shares will be held as treasury stock; this is the twenty-fourth privately negotiated transaction between the company and REH
NW Natural Holdings reported third-quarter 2026 results, with a net loss of $0.71 per share compared with a loss of $0.73 a year earlier. Nine-month EPS rose to $1.62 from $1.36, and the company raised its 2026 EPS guidance range to $3.10 to $3.20, up from the prior range of $2.95 to $3.15, which it had expected to finish in the upper half. The board also declared a quarterly dividend of $0.50 per share, described as the largest declared increase since 2012.
Q3 2026 net loss of $0.71 per share, versus a $0.73 loss in Q3 2025; consolidated net loss was $29.8 million
Nine-month 2026 EPS of $1.62, compared with $1.36 a year earlier and adjusted EPS of $1.52 for the same period in 2025
2026 EPS guidance raised to $3.10 to $3.20; long-term EPS growth target of 4% to 6% reaffirmed
Quarterly dividend of $0.50 per share, payable Nov. 13, 2026, marking the 71st consecutive year of dividend increases
Kinetik reported third quarter 2026 results, with Adjusted EBITDA of $278.1 million, up from $242.6 million a year earlier, and net income including noncontrolling interest of $50.9 million, up from $15.5 million. The company now expects full year 2026 Adjusted EBITDA at the high end of its $1.04 billion to $1.1 billion guidance range and expects capital expenditures about 5% below its $560 million guidance.
Q3 2026 total operating revenues were $569.4 million, versus $464.0 million in Q3 2025; diluted EPS attributable to Class A holders was $0.26, versus $0.03
Midstream Logistics Adjusted EBITDA was $203.6 million, a 34% year-over-year increase; Pipeline Transportation Adjusted EBITDA fell 18% to $78.5 million, mainly due to the EPIC Crude Holdings divestiture
Free Cash Flow was $87.5 million for Q3 2026 versus $13.9 million a year earlier; Net Debt was $3.94 billion at September 30, 2026
The ECCC Pipeline expansion reached final investment decision, and the company expects in-service in mid-2027
On October 30, 2026, cbdMD completed its acquisition of operating assets from Twinlab Consolidated Holdings through a court-approved creditor sale. The company assumed $1.75 million of senior secured debt owed to Akretive Holdings, LLC, and issued that creditor 2,229,805 common shares, equal to 19.9% of shares outstanding at signing, with 132,730 more shares planned subject to shareholder approval. The deal adds nutritional supplement brands and moves cbdMD beyond hemp products, but it also adds secured debt and share issuance that dilutes existing holders.
Closed October 30, 2026, after a Broward County, Florida court approved the sale as a private sale; the seller was the assignee for the benefit of creditors, Philip J. Von Kahle.
Issued 2,229,805 common shares, valued at $1.00 per share, to Akretive Holdings, LLC, representing 19.9% of shares outstanding at signing.
Assumed a $1,750,000 senior secured note bearing 9% annual interest, maturing two years after the closing date and secured by the acquired assets.
Acquired brands include Twinlab, Reserveage, Metabolife and ResVitale; 132,730 additional shares are subject to shareholder approval within 270 days of closing.
Bio Green Med Solution, Inc. filed a Form 8-K dated November 4, 2026, that lists Item 3.01 (Delisting or Listing Rule Notice) and Item 9.01 (Financial Statements and Exhibits). The text provided includes only the Item 9.01 exhibit list and signature block, so the specific exchange, rule, and deadline are not stated in the material reviewed. Because the item concerns a listing notice, shareholders should review the full filing for its terms.
Exhibit 104 is the Cover Page Interactive Data File; the text provided does not state the exchange or compliance deadline
Signed by Datuk Dr. Doris Wong Sing Ee, Chief Executive Officer and Executive Director
Nature's Sunshine reported third-quarter 2026 net sales down 9% to $116.6 million, and GAAP net income attributable to common shareholders fell to $1.9 million, or $0.11 per diluted share, from $5.3 million, or $0.30. The company cut its full-year 2026 guidance for net sales and adjusted EBITDA, citing a stronger U.S. dollar and challenges in China.
Net sales fell 9% to $116.6 million (down 7% excluding currency effects); Asia net sales fell 14.9% to $55.1 million
Full-year 2026 net sales outlook lowered to $460-470 million from $490-500 million
Full-year 2026 adjusted EBITDA outlook lowered to $44-48 million from $48-52 million
As of September 30, 2026, cash and cash equivalents were $89.4 million and the company had zero debt
Genco Shipping & Trading reported third-quarter 2026 net income of $38.0 million, or $0.85 per diluted share, compared with a net loss of $1.1 million a year earlier, and declared a record $1.05 per share dividend. The company reiterated a projected Q4 2026 dividend of greater than $1 per share, but that projection depends on current fixtures and the forward freight agreement curve, which the filing says is subject to change.
Q3 2026 net income of $38.0 million, or $0.85 diluted EPS, versus a net loss of $1.1 million in Q3 2025
Record Q3 2026 dividend of $1.05 per share, payable on or about November 23, 2026 to holders of record as of November 16, 2026
Voyage revenues of $151.9 million versus $79.9 million a year earlier; adjusted EBITDA of $68.1 million, up 214% year over year
Q4 2026 projected dividend reiterated at greater than $1 per share; Q4 fixtures cover 66% of owned fleet available days
Stoneridge reported third-quarter 2026 GAAP net sales of $155.8 million, up from $138.6 million a year earlier, but a $24.2 million arbitration award recorded as a reduction to sales pushed its net loss from continuing operations to $22.9 million, or $0.81 per diluted share, versus a $8.9 million loss, or $0.32 per share, a year earlier. The company raised its 2026 adjusted revenue guidance to $690 million to $700 million while expecting adjusted EBITDA at the bottom of its prior $20 million to $25 million range.
Q3 2026 GAAP net loss from continuing operations was $22.9 million, or $0.81 per diluted share, compared with $8.9 million, or $0.32 per share, in Q3 2025.
The $24.2 million pre-tax charge stems from an adverse ruling received on November 2, 2026 in an arbitration over legacy PM sensor warranty claims; the company disagrees with the ruling and is evaluating its options.
Adjusted 2026 revenue guidance was raised to $690 million to $700 million from $645 million to $670 million; adjusted EBITDA guidance of $20 million to $25 million is now expected at the bottom end.
As of September 30, 2026, net debt was $80.2 million, and the Credit Facility matures on July 1, 2027.
ATN International reported third quarter 2026 results with revenue flat at $183.2 million and Adjusted EBITDA flat at $50 million, while operating income rose 32% to $12.9 million and diluted EPS rose to $1.09 from $0.18. The company now expects 2026 Adjusted EBITDA at the high end of, or modestly above, its previous $183 million to $193 million range, though the US Tower Portfolio Sale weighed on US results.
Diluted EPS increased to $1.09 from $0.18, primarily reflecting higher operating income, lower interest expense and a greater tax benefit.
Revenue was stable at $183.2 million; International Telecom revenue rose 2% to $96.9 million while US Telecom revenue fell 2% to $86.3 million.
2026 Adjusted EBITDA is now expected at the high end of, or modestly above, the previous $183 million to $193 million range; capital expenditure guidance of $105 million to $115 million is unchanged.
Cash, cash equivalents and restricted cash totaled $351.5 million at September 30, 2026; the Net Leverage Ratio improved to 0.94x from 2.36x at December 31, 2025.
RLJ Lodging Trust reported third-quarter 2026 total revenue of $354.5 million, up 7.4%, and net income of $4.6 million, compared with a net loss of $3.8 million a year earlier. The company raised its full-year 2026 outlook, including Adjusted FFO per diluted share of $1.47 to $1.51, citing strong third-quarter results and preliminary October results.
Comparable RevPAR rose 9.7% to $153.36 in the third quarter, driven by a 6.4% increase in ADR and a 230 basis point increase in occupancy.
Adjusted EBITDA was $85.2 million, up 17.3%, and Adjusted FFO per diluted share was $0.34, up 25.9% from $0.27.
Full-year 2026 outlook: Adjusted EBITDA of $352 million to $358 million and Comparable Hotel EBITDA of $377 million to $383 million.
In October 2026, the company sold seven hotels near Chicago Midway Airport for $110.0 million, and it reported approximately $448.3 million of unrestricted cash as of September 30, 2026.
Solaris Energy Infrastructure reported third quarter 2026 revenue of approximately $341 million, up 55% from the second quarter, with net income of $39 million and diluted EPS of $0.42 versus $0.26 in the prior quarter. The company raised its fourth quarter 2026 and first quarter 2027 Adjusted EBITDA guidance and signed a new 15-year, 900 MW power contract, which gives shareholders higher reported results and a larger contracted backlog.
Q3 2026 revenue of approximately $341 million, compared with $166.8 million in Q3 2025; Adjusted EBITDA of approximately $136 million, up 26% sequentially
Q4 2026 Adjusted EBITDA guidance raised to $165-185 million from $145-180 million; Q1 2027 guidance raised to $220-260 million from $200-240 million
New 15-year power contract signed October 29, 2026 for approximately 900 MW, with deployments expected to begin in 1H 2027
Quarterly dividend of $0.12 per share declared October 27, 2026, payable December 18, 2026
Nasdaq has started procedures to delist Cayson Acquisition Corp's securities after the company did not show it met the Minimum Total Holders Rule by its extended October 26, 2026 deadline. The company has appealed the determination to keep its listing and says it expects to provide documentation that could make the matter moot before an appeal hearing is scheduled.
Nasdaq Listing Rule 5450(a)(2) requires at least 400 Total Holders, counting beneficial holders and holders of record.
Nasdaq extended the compliance deadline to October 26, 2026, but the company did not evidence compliance within that period.
Nasdaq notified the company on October 29, 2026 that it has initiated delisting procedures.
The company has appealed, and its appeal right ran through November 5, 2026.
National Healthcare Properties reported third quarter 2026 results, with net income attributable to common stockholders of $0.24 per diluted share, compared with a loss of $0.56 a year earlier, and revenue from tenants of $103.1 million, up from $86.0 million. However, Nareit FFO fell 43.5% to $0.13 per diluted share and Normalized FFO fell 29.6% to $0.19, and the company raised its full-year 2026 SHOP Same Store Cash NOI growth guidance to 16.5% to 18.5% from 15.0% to 18.0%. For shareholders, the quarter shows higher revenue and a GAAP profit, alongside lower FFO, which the company's own release treats as a key REIT operating measure.
Net income attributable to common stockholders was $0.24 per diluted share in Q3 2026, versus a loss of $0.56 per share in Q3 2025, helped by a $38.3 million gain on sale of real estate investments.
Nareit FFO was $0.13 per diluted share, down 43.5% year-over-year; Normalized FFO was $0.19 per diluted share, down 29.6%.
SHOP Same Store Cash NOI grew 13.6% year-over-year, and full-year 2026 SHOP guidance was raised to 16.5% to 18.5%.
The company redeemed its 7.375% Series A and 7.125% Series B preferred stock in September and October 2026, and expects about $11 million in annual preferred dividend savings.
Chord Energy reported third-quarter 2026 results, with net income of $181.6 million ($3.29 per diluted share) compared with $130.1 million ($2.26) a year earlier, though below the $525.2 million reported in the second quarter. The company raised its full-year 2026 oil volume guidance and expects Adjusted Free Cash Flow to be about $200 million higher than in August, while also announcing a $550.0 million gross Marcellus divestiture expected to close in the fourth quarter.
Net income was $181.6 million ($3.29 per diluted share) in Q3 2026, up from $130.1 million ($2.26) in Q3 2025 and down from $525.2 million in Q2 2026.
FY26 oil volume midpoint guidance increased about 1% from 161.0 to 162.5 MBopd; FY26 Adjusted Free Cash Flow expectations rose about $200 million since the August outlook.
The company repurchased $205.0 million of shares in Q3 2026 and another $78 million in Q4 2026 through October 30, 2026, and declared a base dividend of $1.30 per share payable December 7, 2026.
Marcellus non-operated assets are being divested for total gross consideration of $550.0 million, with closing expected in Q4 2026.
Evommune entered an exclusive license for Hinova Pharmaceuticals' VAV1 degraders, including EVO570, for all indications outside Greater China, paying a $20.0 million upfront cash payment plus warrants valued at $10.0 million. The company also agreed to sell 4,966,889 shares at $6.04 per share in a private placement expected to bring in gross proceeds of about $30 million, and estimates that cash plus these proceeds will fund operations into the second half of 2029.
License: $20.0 million upfront cash and pre-funded warrants for up to 1,262,413 shares, plus up to $150.0 million in development and regulatory milestones and up to $920.0 million in commercial milestones
Private placement: 4,966,889 shares at $6.04 per share, expected gross proceeds of about $30 million, expected to close on or about November 6, 2026
Company estimates pro forma cash of approximately $292.3 million, sufficient into the second half of 2029
Investors must file a Form S-3 resale registration within 60 days of closing
At a November 3, 2026 special meeting, NOVAGOLD shareholders approved the Arrangement Resolution, with 99.72% of votes cast in favor. The transaction would make New NOVAGOLD the parent company, with NOVAGOLD acquiring Paulson's 40% Donlin Gold interest and raising its ownership from 60% to 100%. Completion is expected in the fourth quarter of 2026, subject to regulatory, stock exchange and court approvals, and the equity plan drew 37.22% opposition.
Arrangement Resolution: 302,610,350 votes for (99.72%) and 380,548 against (0.13%).
2026 Omnibus Incentive Plan: 189,929,461 votes for (62.59%) and 112,946,575 against (37.22%).
Quorum of 303,446,751 shares, or 69.15% of 438,815,994 outstanding as of the September 23, 2026 record date.
Upon closing, holders of NOVAGOLD shares would own about 65% of New NOVAGOLD, and Paulson about 39.7% including existing stake.
On November 4, 2026, Kimberly-Clark settled exchange offers under which holders of Kenvue notes, assumed after its merger with Kenvue, exchanged them for new Kimberly-Clark notes with the same rates and maturities. The amendments removed substantially all restrictive covenants from the Kenvue notes still outstanding, so the financing terms for shareholders change mainly through the new Kimberly-Clark debt and the reduced protections for remaining Kenvue noteholders.
Settlement date was November 4, 2026; exchange offers expired November 2, 2026
Kimberly-Clark issued seven series of notes, with accepted principal ranging from $702,706,000 (4.850% notes due 2032) to $1,478,073,000 (5.050% notes due 2053)
Early participants received $970 principal of new notes, a $30 premium and $1.00 cash per $1,000 Kenvue notes tendered
Kimberly-Clark notes are general, unsecured senior obligations ranking equally with its existing unsecured senior debt
Viemed reported record third-quarter 2026 net revenue of $80.7 million, up 12.2% from a year earlier, and net income attributable to the company of $4.6 million, or $0.11 per diluted share, versus $0.09 a year earlier. It raised the low end of its 2026 revenue guidance to $316 million to $320 million but lowered the top of its Adjusted EBITDA range to $64 million to $66 million from $64 million to $68 million, so shareholders see higher revenue and profit alongside a narrower EBITDA outlook.
Q3 2026 net revenue $80.7 million, up $8.8 million or 12.2% year over year
Net income attributable to Viemed $4.6 million, or $0.11 per diluted share, versus $0.09 in Q3 2025
Adjusted EBITDA $17.1 million, up 5.8% year over year, with a margin of 21.1% of net revenue
2026 guidance: revenue $316 million to $320 million (low end raised from $314 million); Adjusted EBITDA $64 million to $66 million (high end lowered from $68 million)
On October 29, 2026, PodcastOne, its majority parent LiveOne, and subsidiary guarantors entered into a Forbearance Agreement with holders of LiveOne's 11.75% senior secured convertible debentures. The lenders agreed not to exercise remedies for certain Events of Default that may have occurred, in exchange for cash payments, a fee in PodcastOne shares, and a new exit fee. The share issuance adds to the common stock outstanding, and the filing indicates the debt remains in default-related negotiations.
PodcastOne issued 275,000 common shares to the holders in a private placement as a fee for the forbearance
LiveOne must pay $1,000,000 within 30 days and $1,250,000 within 60 days of October 29, 2026
Exit fee of the greater of $1,000,000 or 1.5% of Company Sale Proceeds above $50,000,000, payable on maturity or a Company Sale
PodcastOne must file a resale registration statement within 30 days; late filing triggers payments of 2% per 30 days, up to 4%
On October 29, 2026, LiveOne and certain subsidiaries entered a Forbearance Agreement and Amendment to Debentures with holders of its 11.75% senior secured convertible debentures issued May 19, 2025. The holders agreed to forbear from exercising remedies for an existing Event of Default, but the company must make $1,000,000 and $1,250,000 payments and faces a contingent exit fee tied to a sale of PodcastOne. The filing adds new cash obligations and a default-related arrangement that shareholders should weigh.
Forbearance covers Event of Default under Section 7(a)(iii) of each debenture occurring before October 29, 2026; it ends on a Forbearance Termination Event or full payment of the obligations.
Company must pay $1,000,000 within 30 days and $1,250,000 within 60 days of the October 29, 2026 Effective Date.
November 2026 Holder Redemption Amount is deferred to December 15, 2026; redemption rights resume in December 2026.
PodcastOne issued 275,000 shares to the holders as a fee; an exit fee equal to the greater of $1,000,000 or 1.5% of PodcastOne sale proceeds above $50,000,000 applies on a PodcastOne sale.
Peapack Private Bank & Trust filed a complaint in New York State Supreme Court, Queens County, demanding repayment of all amounts outstanding under Fly-E Group's revolving credit facility. The lender seeks at least $3.9 million in principal plus interest, fees and possession of the collateral securing the debt, which could weigh on the company's finances and operations.
Complaint filed October 30, 2026, against the company, two subsidiaries as co-borrowers, corporate guarantors and two individual guarantors, including CEO Zhou Ou
Lender seeks at least $3.9 million in outstanding principal, plus accrued interest at a post-forbearance rate of 15.375% per annum, default interest, late charges and attorneys' fees
Credit facility matured August 31, 2025; forbearance agreement, amended May 28, 2026, ran through June 30, 2026; lender demanded collateral on October 20, 2026
The company said it is reviewing the complaint and evaluating its defenses and other available responses
Service Properties Trust reported a third-quarter 2026 net loss of $87.9 million, or $0.68 per share, compared with a $46.9 million loss a year earlier, and total revenues fell to $399.5 million from $478.8 million. The company also cut its midpoint full-year 2026 Normalized FFO guidance by $0.13 per share and said its board unanimously rejected an unsolicited, non-binding $2.0 billion proposal from TKO to buy its hotel portfolio, which the board believes undervalues the portfolio.
Q3 2026 net loss of $87.9 million, or $0.68 per share, versus a $46.9 million loss in Q3 2025
Q3 2026 Normalized FFO of $0.34 per share, versus $1.02 in Q3 2025; the company said this exceeded consensus estimates
Full-year 2026 Normalized FFO guidance lowered to $1.07 to $1.22 per share from $1.20 to $1.35
In October 2026 the board rejected TKO's unsolicited $2.0 billion proposal for the hotel portfolio
At its November 4, 2026 annual meeting, Rallybio stockholders approved the issuance of Rallybio common stock to Avenzo securityholders under the May 31, 2026 merger agreement, a share issuance the filing says will result in a change of control. Stockholders also approved a reverse stock split at a ratio of 1-for-2 to 1-for-9, a name change to Avenzo Therapeutics, Inc., and an increase in authorized shares. The filing says the board will be reconstituted upon completion of the merger.
Share issuance to Avenzo securityholders approved with 4,506,703 votes for, 15,979 against, 14 abstaining and 267,624 broker non-votes.
Reverse split ratio range of 1-for-2 to 1-for-9 approved; final ratio to be mutually determined by Rallybio and Avenzo.
Authorized common shares to increase from 200,000,000 to 500,000,000; name change to Avenzo Therapeutics, Inc. approved.
Avenzo 2026 Equity Incentive Plan and 2026 Employee Stock Purchase Plan approved, both effective only upon completion of the merger.
Atmos Energy said Chairman Kim R. Cocklin will retire from the board and as Chairman at the 2027 Annual Meeting after reaching mandatory retirement age. The board approved combining the Chairman and Chief Executive Officer roles, so President and CEO J. Kevin Akers will become Chairman, subject to re-election as a director. Shareholders will see one executive holding both top roles, with an independent Lead Director continuing under the company's governance guidelines.
Kim R. Cocklin, Chairman since December 2020 and with the company since 2006, will not stand for re-election at the 2027 Annual Meeting.
J. Kevin Akers, President and CEO, will become Chairman of the Board at the 2027 Annual Meeting, subject to shareholder re-election.
Nancy K. Quinn, the current Lead Director, will continue in that role from the 2027 Annual Meeting, subject to her re-election.
The board approved the change on November 3, 2026; the filing says Cocklin's decision was not the result of any disagreement with the company.
Oracle issued 86,206,897 shares of common stock under an underwriting agreement dated November 2, 2026, with the offering closing on November 4, 2026. It also sold $10 billion of notes in five tranches maturing from 2029 to 2046, with net proceeds for general corporate purposes, which may include capital expenditures, debt repayment, acquisitions, dividends or buybacks. Shareholders face dilution from the new shares, and the filing does not state the net proceeds or how they will be allocated.
Common stock: 86,206,897 shares sold under an underwriting agreement with BofA Securities, Inc. as representative, closed November 4, 2026
Notes issued November 4, 2026: 7.000% due 2029 ($2.0 billion), 7.450% due 2031 ($1.75 billion), 7.850% due 2033 ($2.25 billion), 8.000% due 2037 ($2.5 billion), 8.650% due 2046 ($1.5 billion)
Net proceeds from both offerings will fund general corporate purposes, which may include capital expenditures, debt repayment, acquisitions and shareholder payouts
Interparfums reported third-quarter 2026 net sales of $430 million, flat from a year earlier, and diluted EPS of $2.13, up from $2.05. The company raised its 2026 sales outlook to $1.49 billion from $1.48 billion and kept its 2026 EPS outlook at $4.85, which matters to shareholders because higher sales guidance and rising profit per share point in the same direction.
Q3 2026 net sales were $430 million, flat year over year; diluted EPS was $2.13 versus $2.05.
Nine-month 2026 net sales rose 1% to $1.1 billion, and nine-month diluted EPS rose 2% to $4.43.
2026 sales outlook raised from $1.48 billion to $1.49 billion; 2026 EPS outlook maintained at $4.85.
Initial 2027 guidance will be released on November 18, 2026; the $0.80 quarterly dividend is payable December 31, 2026.
Ormat reported third-quarter 2026 revenue of $275.1 million, up 10.2%, and net income attributable to stockholders of $31.9 million, up 32.2%, with diluted EPS of $0.51 versus $0.39. The company said it raised the midpoints of its full-year 2026 revenue and Adjusted EBITDA guidance, which now call for total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Energy Storage revenue rose 145.2% to $49.9 million; Electricity segment revenue fell 2.1%, which the company attributed to a hurricane-related forced outage at Puna.
Diluted EPS was $0.51 versus $0.39 a year earlier; adjusted diluted EPS was $0.56 versus $0.41.
2026 guidance: total revenue of $1,170 million to $1,200 million and Adjusted EBITDA of $640 million to $650 million.
Board declared a quarterly dividend of $0.12 per share, payable December 2, 2026, to holders of record on November 18, 2026.
VSE Corporation reported third-quarter 2026 revenue of $541.0 million, up 91.2% from a year earlier, and GAAP net income from continuing operations of $47.3 million, compared with $3.6 million in the third quarter of 2025. The company raised its full-year 2026 revenue growth and Adjusted EBITDA margin guidance, though about 74 percentage points of the revenue growth came from acquisitions.
Third-quarter GAAP diluted EPS was $1.49, compared with $0.17 a year earlier; Adjusted EPS was $2.01, compared with $1.35.
Full-year 2026 revenue growth guidance is now 65% to 66.5%, up from 61% to 64%.
Full-year 2026 Adjusted EBITDA margin guidance is now 18.9% to 19.1%, up from 18.7% to 19.0%.
Net debt was $894.2 million at September 30, 2026, with an Adjusted net leverage ratio of about 2.3x; the company acquired Atech Turbine Components on August 31, 2026.
Atmos Energy reported fiscal 2026 earnings per diluted share of $8.49 on net income of $1.4 billion and initiated fiscal 2027 earnings guidance of $9.05 to $9.25 per diluted share. Additionally, the company declared a quarterly dividend of $1.09 per common share and increased its indicated annual dividend for fiscal 2027 to $4.36.
Fiscal 2026 earnings per diluted share were $8.49 on net income of $1.4 billion.
Fiscal 2027 earnings per diluted share guidance is expected to be $9.05 to $9.25.
Fiscal 2027 capital expenditures are expected to be approximately $4.5 billion.
Indicated annual dividend for fiscal 2027 is $4.36, representing a 9.0% increase over fiscal 2026.
Watts Water Technologies reported third quarter 2026 net sales of $728.0 million, up 19% on a reported basis and 12% organically, with diluted EPS of $4.34 versus $2.45 a year earlier. The company raised its full-year 2026 sales and operating margin outlook, though GAAP margin and EPS include $39.3 million of tariff refunds classified as a special item.
Q3 2026 net sales were $728.0 million, up 19% reported and 12% organic, driven mainly by data center growth and price realization
Diluted EPS was $4.34, up 77%; adjusted diluted EPS was $3.40, up 36%, with the GAAP figure including $0.94 per share from tariff refunds
Full-year 2026 reported sales growth outlook was raised to 17% to 18%, and adjusted operating margin outlook to 20.3% to 20.4%
Repurchased about 11,000 shares for $3.9 million in Q3; about $117 million remains under the 2023 repurchase program
Arq reported third quarter 2026 revenue of $38.2 million, up 9% from a year earlier, and net income of $2.5 million compared with a net loss of $0.9 million, as adjusted, in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $19-20 million from $17-20 million, while keeping its revenue guidance at $120-125 million.
Q3 2026 revenue of $38.2 million versus $35.1 million in Q3 2025, driven predominantly by higher volumes
Q3 2026 net income of $2.5 million, or $0.06 per diluted share, versus a net loss of $0.9 million, as adjusted, in Q3 2025
Adjusted EBITDA of $8.8 million in Q3 2026 versus $5.2 million, up 71%; full-year 2026 Adjusted EBITDA guidance now $19-20 million
Cash and restricted cash of $19.1 million at September 30, 2026, versus $12.1 million at June 30, 2026; total debt of $28.2 million, down from $30.7 million
Centrus Energy reported third quarter 2026 revenue of $55.5 million, down 26% from $74.9 million a year earlier, and a gross loss of $10.6 million. GAAP net income rose to $31.6 million, but that result includes a $46.4 million gain from revaluing warrant liabilities, and the company reported an adjusted net loss of $9.4 million. The filing also updated full-year 2026 guidance and said the DOE does not currently intend to exercise further options under the HALEU Operation Contract.
Q3 2026 revenue was $55.5 million versus $74.9 million in Q3 2025; gross loss widened to $10.6 million from $4.3 million.
GAAP net income was $31.6 million ($1.41 diluted EPS), including a $46.4 million warrant fair value gain; adjusted net loss was $9.4 million versus adjusted net income of $5.2 million a year earlier.
Full-year 2026 revenue guidance is $450 million to $500 million, and total capital deployment is expected at $350 million to $500 million.
The current DOE budget proposal for fiscal 2027 does not fund HALEU Operation Contract cascade operations, which represents about $0.8 billion of Technical Solutions backlog.
ITT reported third-quarter 2026 results on November 4, 2026, with revenue up 44% to $1.4 billion, mostly from the SPX FLOW acquisition, and adjusted EPS up 20% to $2.26. GAAP EPS fell 15% to $1.38 due to acquisition-related costs. The company raised its full-year 2026 adjusted EPS guidance to $8.54 to $8.62, which points to higher expected earnings for shareholders.
Q3 2026 revenue was $1.4 billion, up 44.2%; organic revenue rose 7.6%
GAAP EPS fell 14.8% to $1.38; adjusted EPS rose 19.6% to $2.26
Full-year 2026 adjusted EPS guidance raised to $8.54 to $8.62; GAAP EPS expected at $4.65 to $4.73
Free cash flow expected at $600 million to $620 million; quarterly dividend of $0.386 per share payable December 31, 2026
Saia reported record third quarter revenue of $982.5 million, up 17.0%, and diluted EPS of $3.41, up 21.4% from adjusted EPS of $2.81 a year earlier. The Board also authorized repurchases of up to $250 million of common stock.
Q3 revenue rose 17.0% to $982.5 million; tonnage per workday up 8.9%, shipments per workday up 0.8%
Diluted EPS of $3.41 versus adjusted $2.81 in Q3 2025; operating ratio 87.6%, unchanged from adjusted prior-year level
Board authorized up to $250 million in share repurchases; ended quarter with $203 million cash and $100.0 million total debt
Management expects Q4 operating ratio improvement of over 200 basis points year over year, based on October trends
STERIS plc reported total revenue of $1.6 billion for the second quarter of fiscal 2027, representing a 9% increase compared to the prior year period. Net income rose to $213.7 million, and the company updated its full-year adjusted EPS outlook to a range of $11.35 to $11.55.
Total revenue for Q2 fiscal 2027 reached $1.6 billion, up 9% year-over-year.
Diluted EPS as reported was $2.19, while adjusted diluted EPS increased to $2.94.
Full-year fiscal 2027 adjusted EPS outlook was raised to a range of $11.35 to $11.55.
The company approved a targeted restructuring plan anticipating total charges of approximately $45 million.
Orion S.A. reported third quarter 2026 net sales of $472.8 million, up 5% from $450.9 million a year earlier, and a net loss of $3.1 million, compared with $67.1 million in the prior-year quarter, which included an $80.8 million goodwill impairment. The company tightened its 2026 Adjusted EBITDA guidance to $190 million to $200 million and raised the midpoint, citing strong year-to-date results offset by expected fourth-quarter seasonal softness and a heavier plant turnaround schedule.
Net sales of $472.8 million, up 5% year over year; Adjusted EBITDA of $66.8 million versus $57.7 million
Net loss of $3.1 million, or $0.05 per share, versus a net loss of $67.1 million, or $1.20 per share, a year earlier
Third quarter Adjusted EBITDA included an approximate $17 million net benefit from the timing of European emission allowances
2026 Adjusted EBITDA guidance tightened to $190 million to $200 million with the midpoint raised; free cash flow was $46 million in the quarter and net debt was $918 million
American Bitcoin reported third-quarter 2026 results, showing net income of $126 million compared with a net loss of $57.2 million in the second quarter. Mining revenue fell to $63.4 million from $67.0 million, and gross margin narrowed to about 41% from about 49%, which the company attributed to higher seasonal power costs. The profit swing reflects a $197.3 million gain on digital assets, partly offset by a $64.3 million loss on derivatives, so shareholders should weigh the improved net income against weaker operating measures.
Net income was $126 million in Q3 2026, compared with a net loss of $57.2 million in Q2 2026; Adjusted EBITDA was $221 million versus a loss of $45.0 million.
Mining revenue was $63.4 million, down from $67.0 million; gross profit was $25.8 million, down from $33.0 million.
Cost to mine rose to about $42,100 per Bitcoin from about $36,500, primarily reflecting higher seasonal power costs.
Bitcoin holdings rose to about 8,427 as of September 30, 2026, from about 8,002 on June 30, 2026, and Satoshis Per Share increased about 5%.
APA reported third-quarter 2026 net income attributable to common stock of $698 million, or $2.00 per diluted share, up from $205 million, or $0.57 per diluted share, a year earlier. Total revenues rose to $2.77 billion from $2.1 billion, and the company raised its 2026 free cash flow outlook to approximately $2.9 billion, which it says supports larger shareholder returns and debt reduction.
Q3 2026 net income of $698 million ($2.00 diluted per share) vs. $205 million ($0.57) in Q3 2025; adjusted earnings were $676 million ($1.94 per diluted share)
2026 free cash flow outlook increased to approximately $2.9 billion, up $600 million from the August update
Returned $537 million to shareholders in Q3, including $450 million of share repurchases; net debt target lowered to $2 billion
Preliminary 2027 upstream capital budget of $2.5 billion; full-year 2026 lease operating expense guidance raised $25 million to $1,525 million
Carriage Services reported third-quarter 2026 revenue of $100.3 million, down from $102.7 million a year earlier, and adjusted diluted EPS of $0.59, down from $0.75. The company cut its full-year 2026 outlook, lowering total revenue guidance to $415 million to $420 million from $435 million to $445 million and adjusted diluted EPS guidance to $2.90 to $3.05 from $3.35 to $3.55, which is a negative development for shareholders even though GAAP diluted EPS rose to $0.56 from $0.41.
Q3 2026 GAAP diluted EPS was $0.56 versus $0.41 a year earlier, while adjusted diluted EPS was $0.59 versus $0.75.
Cemetery comparable revenue fell 7.8% in the quarter, which the company attributed mainly to lower preneed sales production.
Full-year 2026 adjusted consolidated EBITDA guidance was lowered to $125 million to $130 million from $135 million to $140 million.
The company closed a new $300 million credit facility and increased committed borrowing capacity by $50 million.
Murphy Oil reported third quarter 2026 results on November 4, 2026, with net income attributable to Murphy of $171.1 million, or $1.17 per diluted share, compared with a loss of $3.0 million a year earlier. The company raised its full-year 2026 production guidance to 176,000 to 178,000 BOEPD, a 6,000 BOEPD increase at the midpoint, and said it paid $50 million in dividends during the quarter. The company also announced production sharing contracts for the C-10 and Tiof blocks offshore Mauritania.
Net income attributable to Murphy was $171.1 million, or $1.17 per diluted share, versus a loss of $3.0 million, or $0.02 per share, in the third quarter of 2025.
Revenue from production was $849.2 million, up from $720.97 million a year earlier.
Production of 186,495 BOEPD exceeded quarterly guidance of 171,000 to 179,000 BOEPD.
Full-year 2026 production guidance was raised to 176,000 to 178,000 BOEPD; $550 million remains under the share repurchase authorization, and no shares were repurchased in the quarter.
Host Hotels & Resorts reported third-quarter 2026 revenues of $1,347 million, up 1.2% from a year earlier, while net income fell 56.4% to $71 million, mostly due to a smaller gain on asset sales. The company raised its full-year 2026 guidance, including net income of about $978 million, up from a prior midpoint of $953 million, and diluted earnings per share of $1.40, up from $1.36.
Q3 2026 revenues were $1,347 million versus $1,331 million, and diluted earnings per share were $0.10 versus $0.23 a year earlier.
Adjusted EBITDA re rose 8.8% to $347 million, and comparable hotel RevPAR grew 8.8% to $219.50.
Full-year 2026 comparable hotel RevPAR growth guidance was raised to 6.75% and Total RevPAR growth to 6.0%.
After quarter end, the company acquired 1 Hotel Brooklyn Bridge for $202 million and Renaissance Dallas at Plano Legacy West for $172 million, and amended its $2.5 billion credit facility.
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