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).
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.
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.
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.
Carlyle reported unaudited third quarter 2026 results, with a U.S. GAAP net loss attributable to the company of $8 million, or $0.02 per diluted share, compared with a $0.9 million profit a year earlier. Distributable Earnings rose to $433 million, or $1.12 per share, from $368 million, or $0.96 per share, in the prior-year quarter, while Fee Related Earnings fell 6% to $293 million. Shareholders also received a $0.35 quarterly dividend declaration.
U.S. GAAP net loss attributable to The Carlyle Group Inc. was $8 million, or $0.02 per diluted share, versus $0.9 million, or $0.00 per share, in Q3 2025
Distributable Earnings were $433 million, or $1.12 per common share, versus $368 million, or $0.96, in Q3 2025
Fee Related Earnings were $293 million, down 6% from $312 million in Q3 2025
Quarterly dividend of $0.35 per share declared, payable November 23, 2026 to holders of record on November 16, 2026
Seaport Entertainment Group reported third-quarter 2026 revenue of $32.7 million, down 27.4% from $45.1 million a year earlier. Its net loss attributable to common stockholders narrowed to $8.4 million, or $0.65 per share, from $33.2 million, or $2.61 per share, in the prior-year quarter. The results show lower revenue alongside a smaller loss, and the company reported $110.3 million in cash and restricted cash at September 30, 2026.
Q3 2026 total revenues were $32.7 million versus $45.1 million in Q3 2025, a decline of 27.4%.
Q3 2026 net loss attributable to common stockholders was $8.4 million ($0.65 per share), versus $33.2 million ($2.61 per share) a year earlier.
Non-GAAP adjusted net loss attributable to common stockholders was $3.0 million ($0.23 per share), versus $7.2 million ($0.57 per share).
As of September 30, 2026, the company had $38.1 million of debt at a fixed 4.9% rate, with a maturity in 2038; a conference call is set for November 5, 2026, at 8:30 AM ET.
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.
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.
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.
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.
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)
Great Elm Group reported fiscal first-quarter results for the period ended September 30, 2026. Revenue fell to $3.3 million from $10.8 million a year earlier, which included a $7.4 million property sale, while the net loss narrowed to $4.1 million from $7.0 million, mainly due to smaller investment losses.
Revenue was $3.3 million versus $10.8 million in the prior-year quarter; the prior year included about $7.4 million from a build-to-suit property sale.
Net loss attributable to stockholders was $4.1 million, or $0.14 per share, compared with $7.0 million, or $0.24 per share, a year earlier.
Adjusted EBITDA was a loss of $0.9 million versus a loss of $0.5 million in the prior-year period.
Cash and cash equivalents were $43.2 million at September 30, 2026; the company repurchased about 8.4 million shares through October 30, 2026, with $23.2 million of remaining program capacity.
Beyond Meat reported third-quarter 2026 results for the quarter ended September 26, 2026. Total net revenues fell 8.1% to $64.5 million, while the net loss narrowed to $82.8 million from $97.0 million, helped by a $21.8 million litigation accrual reduction and a $13.3 million non-cash derivative gain, though the operating loss still included $57.1 million in impairment charges. The company guided fourth-quarter 2026 net revenues to approximately $54 million to $59 million, below the third-quarter level.
Total net revenues were $64.5 million, down from $70.2 million a year earlier; U.S. retail revenue fell 13.2% and international retail rose 13.3%.
Net loss was $82.8 million, or $(4.32) per share, compared with $97.0 million, or $(37.96) per share, a year earlier; per-share figures reflect the 1-for-30 reverse stock split effective August 13, 2026.
Loss from operations was $93.0 million, including $57.1 million in non-cash impairment charges and $20.8 million in non-cash Campus Headquarters rent charges.
Fourth-quarter 2026 total net revenues are expected to be approximately $54 million to $59 million.
On November 4, 2026, Summit Therapeutics stockholders approved raising authorized common shares from 1 billion to 2 billion at a special meeting, and the amendment took effect when filed that day. The same day, the company reported third-quarter 2026 results showing a GAAP net loss of $208.4 million ($0.26 per share), narrower than $231.8 million a year earlier, while the non-GAAP net loss widened to $160.7 million from $101.0 million. Cash and short-term investments were $629.8 million at September 30, 2026, and the $2.0 billion AstraZeneca equity investment completed October 5, 2026, after the quarter ended.
Amendment No. 3 increases authorized common stock by 1,000,000,000 shares to 2,000,000,000; votes for were 658,142,561, against 1,983,511, with 3,134,826 abstentions.
GAAP net loss was $208.4 million, or $(0.26) per share, versus $231.8 million, or $(0.31) per share, a year earlier; non-GAAP net loss was $160.7 million, or $(0.20) per share, versus $101.0 million, or $(0.13).
Cash and short-term investments were $629.8 million at September 30, 2026, down from $713.4 million at December 31, 2025; the company raised $94.1 million through its ATM facility in the third quarter.
AstraZeneca completed a $2.0 billion strategic equity investment on October 5, 2026; the FDA PDUFA goal action date for the ivonescimab BLA is November 14, 2026.
Victory Capital reported third-quarter 2026 results, with revenue up 9.8% year over year to $396.6 million but down 8.9% from the second quarter. GAAP net income fell 5.4% year over year to $91.3 million, while adjusted net income with tax benefit rose 15.5% to $163.2 million, or $1.98 per diluted share. The company also reported record long-term gross sales and net inflows and said it expects its pending First Eagle Investments acquisition to close by the end of the first quarter of 2027.
Revenue was $396.6 million, up 9.8% from $361.2 million a year earlier and down from $435.4 million in the second quarter of 2026.
GAAP diluted EPS was $1.11, flat with the prior-year quarter and down from $1.68 in the second quarter.
Record long-term net inflows of $11.7 billion and record quarter-end total client assets of $355.5 billion.
Board declared a regular quarterly dividend of $0.50 per share, payable December 23, 2026, and the company repurchased about 0.4 million shares in the quarter.
Excelerate Energy reported third-quarter 2026 net income of $60.0 million, up from $55.0 million a year earlier, while revenue fell to $297.2 million from $391.0 million. The company narrowed its full-year 2026 Adjusted EBITDA guidance to $495 million to $515 million and declared a $0.09 quarterly dividend, so shareholders see mixed results: higher profit on lower sales, plus a narrower outlook.
Q3 2026 net income was $60.0 million, up from $55.0 million in Q3 2025. Net income attributable to shareholders was $14.2 million.
Q3 2026 revenue was $297.2 million, down from $391.0 million a year earlier and from $329.3 million in Q2 2026.
Diluted EPS was $0.44 versus $0.43 a year earlier; adjusted diluted EPS was $0.44 versus $0.45.
Full-year 2026 Adjusted EBITDA guidance was narrowed to $495 million to $515 million; the quarterly dividend is $0.09 per share, payable December 3, 2026.
CrossAmerica Partners LP reported third quarter 2026 results on November 4, 2026. Net income fell 35% to $8.8 million, Adjusted EBITDA declined to $38.7 million from $41.3 million, and distributable cash flow fell to $21.8 million from $27.8 million, while operating revenues rose to $1.2 billion from $971.8 million. The board declared a $0.5250 per unit distribution, and the current-quarter distribution coverage ratio was 1.09 times, down from 1.39 times a year earlier.
Net income $8.8 million vs. $13.6 million; Adjusted EBITDA $38.7 million vs. $41.3 million
Distributable cash flow $21.8 million vs. $27.8 million; current-quarter distribution coverage 1.09 times vs. 1.39 times
Operating revenues $1.2 billion vs. $971.8 million; gross profit $101.1 million vs. $104.8 million
Quarterly distribution of $0.5250 per unit payable November 12, 2026 to unitholders of record as of November 2, 2026
BGSF reported third quarter 2026 revenue of $25.1 million, down from $26.9 million a year earlier, which it attributed to lower billable hours. Net income from continuing operations was $0.1 million, or $0.01 per diluted share, compared with a loss of $3.1 million a year earlier, mainly because of lower selling, general and administrative expenses and interest expense. Shareholders get a mixed picture: sales declined while profit improved, and the filing gives no guidance.
Q3 revenue was $25.1 million versus $26.9 million in the prior-year quarter.
Continuing operations net income was $0.1 million ($0.01 per diluted share) versus a net loss of $3.1 million ($0.28 per share); selling, general and administrative expenses were $8.7 million versus $10.2 million.
Adjusted EBITDA was $0.9 million (3.4% of revenue) versus $1.0 million (3.6%) a year earlier.
Including discontinued operations, net income was $0.3 million ($0.03 per share) versus a net loss of $5.8 million a year earlier.
Liberty Latin America reported third-quarter 2026 revenue of $1,117.4 million, roughly flat from $1,112.5 million a year earlier, and down 2% on a rebased basis. Adjusted OIBDA rose 5% to $454 million, while operating income fell 3% to $181 million, so the results point in different directions for shareholders.
Q3 2026 revenue was $1,117.4 million versus $1,112.5 million in Q3 2025; rebased revenue fell 2%.
Adjusted OIBDA was $454 million, up 5% reported and 3% rebased; operating income was $181 million versus $188 million.
The company added 56,000 postpaid mobile and broadband subscribers in Q3 and said it has repurchased over $150 million of shares so far in 2026.
The Board declared a quarterly preferred dividend of $0.5625 per share, payable December 15, 2026, to holders of record on November 30, 2026.
Navient reported third-quarter 2026 GAAP net income of $15 million, or $0.16 per diluted share, compared with a net loss of $86 million a year earlier, but down from $25 million in the second quarter. Core Earnings, which exclude derivative hedging gains, a tax benefit and other items, fell to $3 million ($0.03 per share) from $27 million in the prior quarter, as loan loss provisions rose to $227 million. Shareholders are seeing a year-over-year swing to GAAP profit alongside weaker sequential Core Earnings and higher credit provisions.
GAAP net income was $15 million ($0.16 per diluted share) for the quarter ended September 30, 2026, versus $25 million ($0.26) in the June 30, 2026 quarter and a net loss of $86 million ($0.87) a year earlier.
Core Earnings were $3 million ($0.03 per diluted share), versus $27 million ($0.29) in the prior quarter.
Provision for loan losses was $227 million, up from $168 million a year earlier, including $178 million for Legacy Private Education Loans.
A $162 million gain came from the sale of approximately $750 million of Legacy Private Education Loans.
Chiron Real Estate reported a third-quarter 2026 net loss attributable to common stockholders of $8.9 million, or $0.67 per share, compared with a $6.0 million loss, or $0.45 per share, a year earlier. Core FFO fell to $0.75 per share and unit from $1.12, and FFO fell to $0.50 from $1.00, even though total revenue rose to $40.3 million from $37.2 million. For shareholders, the key measures of per-share operating earnings declined, while the company continues to pursue the sale of its outpatient medical portfolio and expand its seniors housing platform.
Q3 2026 net loss attributable to common stockholders of $8.9 million, or $0.67 per share, vs. $6.0 million, or $0.45 per share, a year earlier
Core FFO of $0.75 per share and unit vs. $1.12 and FFO of $0.50 vs. $1.00 in the prior-year quarter
Total revenue of $40.3 million vs. $37.2 million; general and administrative expenses included $2.0 million of severance and transition costs
Leverage was 41.2% of total gross assets at September 30, 2026, up from 39.9% at June 30, 2026; the company has no debt maturities in 2026 or 2027
NACCO Industries reported third-quarter 2026 results with revenue up 5% year over year to $80.5 million and operating profit up 37% to $9.3 million, while net income fell 18% to $10.9 million because of a higher income tax expense. The company said full-year 2026 consolidated operating profit is expected to be comparable to 2025, and that it expects a substantial year-over-year increase in Adjusted EBITDA.
Q3 2026 revenue was $80.5 million, up from $76.6 million in Q3 2025.
Net income was $10.9 million, or $1.44 diluted EPS, versus $13.3 million, or $1.78 diluted EPS, a year earlier; income tax provision was $1.6 million compared with a $7.3 million benefit in Q3 2025.
Consolidated Adjusted EBITDA rose 63% to $20.4 million, and operating profit included $3.4 million of solar curtailment costs.
Full-year 2026 consolidated operating profit is expected to be comparable to 2025, and fourth-quarter results could be lower than the prior-year quarter depending on the timing of solar curtailment costs.
LeMaitre reported preliminary third-quarter 2026 sales of $68.0 million, up 11% from a year earlier, while diluted EPS fell 14% to $0.65 and operating income fell 13% to $17.7 million. The company kept its full-year 2026 outlook, guiding to sales of $274.8 million to $276.8 million and EPS of $2.77 to $2.82, and declared a $0.25 quarterly dividend. The company also bought certain vascular assets from B. Braun for $19.2 million in October.
Q3 2026 net sales $68.0 million, up 11% (12% organic) from Q3 2025; diluted EPS $0.65 versus $0.75
Q3 operating income $17.7 million versus $20.3 million a year earlier; the prior-year period included a $3.4 million employee retention tax credit benefit
FY 2026 guidance: sales $274.8 million to $276.8 million and EPS $2.77 to $2.82; Q4 EPS guidance $0.70 to $0.75
Quarterly dividend of $0.25 per share payable December 3, 2026, to holders of record on November 19, 2026
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.
Kimball Electronics reported first-quarter fiscal 2027 net sales of $390.8 million, up 7% from a year earlier, with organic growth of 3% and Medical sales up 14%. Profit fell sharply, with diluted EPS of $0.11 versus $0.40 and operating income of $12.4 million versus $14.5 million. The company reiterated fiscal 2027 guidance and now expects sales at the high end of its $1,535 million to $1,560 million range.
Net sales were $390.8 million, up 7% from $365.6 million a year earlier; organic growth was 3%.
Medical sales rose 14% to $115.7 million, with 9% organic growth; the Helvoet acquisition contributed $12.4 million in net sales.
Operating income was $12.4 million versus $14.5 million; net income was $2.6 million versus $10.1 million.
Diluted EPS was $0.11 versus $0.40; adjusted diluted EPS was $0.25 versus $0.49. Fiscal 2027 sales are expected at the high end of $1,535 million to $1,560 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%.
Coeur Mining reported third-quarter 2026 results on November 4, 2026. Revenue rose 77% year over year to $1.0 billion, driven by its newly acquired Canadian operations, but GAAP net income of $109 million ($0.11 per share) was well below $266.8 million ($0.41 per share) a year earlier. The company said it continues to target the low end of its full-year 2026 production guidance ranges.
Revenue of $983.6 million in Q3 2026, up from $554.6 million in Q3 2025 and down from $1,085.6 million in Q2 2026
GAAP net income of $109.4 million ($0.11 per share) vs. $266.8 million ($0.41 per share) in Q3 2025; adjusted net income of $97.8 million ($0.10 per share)
Adjusted EBITDA rose 69% year over year to $448 million; cash balance reached $1.2 billion
Repurchased $111 million of stock in Q3 under a $750 million program; declared a $0.02 per share dividend payable December 16, 2026
Riley Permian reported third-quarter 2026 revenue of $201 million, up 21% from the second quarter, but a net loss of $2 million, or $(0.11) per diluted share, after a $100 million net loss on derivatives. On October 29, 2026, the company amended its credit agreement, raising the borrowing base to $450 million and extending the maturity to October 2030.
Q3 2026 revenue was $201 million, up $35 million or 21% from the second quarter and up from $106.9 million in Q3 2025.
Net loss was $2 million, or $(0.11) per diluted share, compared with net income of $16 million in Q3 2025; derivatives produced a $100 million net loss.
Adjusted net income, a non-GAAP measure, was $56 million, or $2.66 per diluted share.
The amended credit agreement raised the borrowing base to $450 million from $425 million and extended maturity from December 2028 to October 2030; $245 million was drawn as of October 29, 2026, leaving $205 million available.
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.
Coty reported fiscal first-quarter 2027 results for the three months ended September 30, 2026, with net revenue down 1% to $1,555.2 million and adjusted EBITDA down 7% to $274.2 million, while adjusted EPS rose to $0.16 from $0.12. The company guided second-quarter like-for-like revenue to a low-single-digit decline and adjusted EBITDA to a high-single-digit decline, and said FY27 will be a transition year.
Net revenue of $1,555.2 million fell 1% on a reported basis and 2% like-for-like; adjusted EBITDA fell 7% to $274.2 million
Reported EPS was $0.12 versus $0.07 a year earlier; adjusted EPS was $0.16 versus $0.12
Free cash flow was $84.6 million versus $11.2 million in the prior-year period
Q2 FY27 guidance: adjusted EPS of $0.16 to $0.18 per share, excluding the equity swap, with adjusted EBITDA expected to decline by a high-single-digit percentage
Innoviva reported third-quarter 2026 results with total revenue of $106.1 million, down 1.6% from $107.8 million a year earlier, while U.S. net product sales rose 45% to $43.3 million. The company swung to a net loss of $73.9 million, or $1.03 per basic share, mainly because of unfavorable fair value changes in its equity and long-term investments, and it reaffirmed its 2026 guidance of at least $150 million in U.S. net product sales.
Total revenue was $106.1 million versus $107.8 million in Q3 2025; gross royalty revenue from GSK was stable at $58.1 million.
Net loss of $73.9 million, or $1.03 per basic share, compared with net income of $89.9 million in Q3 2025, driven by a $139.5 million net unfavorable fair value change in equity and long-term investments.
Income from operations rose 21.9% to $42.2 million, and cash and cash equivalents totaled $581.4 million as of September 30, 2026.
During Q3 2026 the company repurchased 1,226,948 shares for $26.3 million under its $125 million buyback program.
Goodyear reported third quarter 2026 net sales of $4.5 billion, down 2.3% from a year earlier, and a net loss of $238 million, or $0.82 per share, versus a $2.2 billion loss a year ago. Adjusted results swung to a $31 million loss from $82 million of adjusted net income in the prior-year quarter, and the company said it has set up a transformation office to pursue structural changes to generate more consistent free cash flow.
Net sales were $4.5 billion, down 2.3% year over year, and up 1.6% on an organic basis.
Net loss was $238 million ($0.82 per share) versus $2.2 billion ($7.62 per share) a year ago; adjusted loss was $31 million ($0.11 per share) versus adjusted income of $82 million ($0.28 per share).
Segment operating income was $174 million, compared with $287 million a year ago.
Third quarter rationalization charges were $148 million pre-tax, and a dedicated transformation office was established.
OPKO Health reported third-quarter 2026 revenue from continuing operations of $65.4 million, up 16% from $56.4 million a year earlier, and a narrower operating loss of $31.4 million. The net loss from continuing operations per share widened to $0.05 from $0.04, and the company withdrew its services revenue and total costs guidance because of the pending sale of its BioReference diagnostic operations to Labcorp.
Q3 2026 revenue from continuing operations rose 16% to $65.4 million; operating loss narrowed to $31.4 million from $33.6 million.
Net loss from continuing operations was $35.5 million, or $0.05 per share, versus $33.0 million, or $0.04 per share, a year earlier.
Agreement with Labcorp provides $722 million in cash at closing plus up to $150 million in additional consideration over up to ten years; closing requires regulatory approvals.
Services revenue guidance withdrawn; company issued Q4 2026 product revenue guidance of $41.0 million to $46.0 million and full-year total revenue guidance of $268.0 million to $278.0 million.
Diversified Energy reported third quarter 2026 results, with a net loss of $202 million that includes a $348 million loss on non-cash unsettled derivatives. Total commodity revenue rose to $470 million from $373 million a year earlier, while adjusted EBITDA fell to $256 million from $285 million and the company reiterated its full-year 2026 guidance. The Birch acquisition remains on track to close in the fourth quarter.
Q3 2026 net loss of $(202) million versus net income of $171 million in Q3 2025, including a $(348) million loss on non-cash unsettled derivatives
Total commodity revenue of $470 million in Q3 2026 versus $373 million in Q3 2025; adjusted EBITDA of $256 million versus $285 million
Full-year 2026 guidance reiterated: adjusted EBITDA of $960 million to $1.01 billion, excluding Birch; Birch closing expected in Q4 2026
Year-to-date share repurchases of $94 million; net debt-to-pro forma adjusted EBITDA of 2.66x as of September 30, 2026
Enact Holdings reported third-quarter 2026 results on November 4, 2026. GAAP net income was $159 million, or $1.15 per diluted share, down from $175 million in the second quarter but up per share from $1.10 a year earlier, with fewer diluted shares outstanding. The company raised its expected full-year 2026 capital return to approximately $600 million and declared a $0.24 quarterly dividend, but the final amount depends on business performance, market conditions and regulatory approval.
GAAP net income was $159 million, or $1.15 per diluted share, versus $175 million, or $1.25, in Q2 2026 and $163 million, or $1.10, in Q3 2025.
Adjusted operating income was $164 million, or $1.19 per diluted share, versus $1.12 in Q3 2025.
Net premiums earned were $242 million, down 1% from both the prior quarter and the year-earlier quarter; new insurance written was $14 billion, down 7% sequentially.
Full-year 2026 capital return is now anticipated at approximately $600 million; the $0.24 dividend is payable December 17, 2026 to holders of record on November 25, 2026.
ACRES Commercial Realty Corp. reported a GAAP net loss allocable to common shares of $56.3 million, or $(5.16) per diluted share, for the quarter ended September 30, 2026, compared with net income of $9.8 million, or $1.34 per diluted share, a year earlier. Total revenues rose to $24.2 million from $21.0 million, but merger and internalization costs of $38.3 million drove the loss after the company completed its merger with its manager on August 6, 2026.
Q3 2026 GAAP net loss allocable to common shares: $56.3 million, or $(5.16) per diluted share, versus net income of $9.8 million, or $1.34 per diluted share, in Q3 2025
Merger and internalization costs: $38.3 million in Q3 2026; corporate interest expense of $5.2 million was also recorded
Total revenues: $24.2 million, up from $21.0 million; net interest income: $12.8 million, up from $8.4 million
Book value per share: $16.81 at September 30, 2026, after an $8.62 per share reduction tied to the transaction
Franklin Covey reported fourth-quarter and fiscal 2026 results, with revenue of $70.0 million for the quarter and $261.5 million for the year, both down from the prior year but within updated guidance. Net income rose sharply, and the company issued fiscal 2027 guidance calling for revenue of $263 million to $273 million and Adjusted EBITDA of $29 million to $34 million, which would be growth over fiscal 2026 at the midpoint.
Q4 FY2026 revenue was $70.0 million versus $71.2 million a year earlier, while net income was $7.1 million, or $0.62 per diluted share, versus $4.4 million, or $0.34.
Fiscal 2026 revenue was $261.5 million versus $267.1 million, while net income was $4.9 million, or $0.42 per diluted share, versus $3.1 million, or $0.24.
Fiscal 2027 guidance projects revenue of $263 million to $273 million and Adjusted EBITDA of $29 million to $34 million.
The China direct operations transition to a locally owned licensee is expected to close by the end of Q2 FY2027 and reduce FY2027 reported revenue by about $2.0 million.
Rayonier reported third quarter 2026 net income attributable to Rayonier of $123.3 million ($0.41 per diluted share), up from $43.2 million ($0.28) a year earlier, on sales of $565.6 million, and its board approved a new $300 million share repurchase authorization. Excluding a $90.6 million after-tax gain from a Large Disposition in Washington and $6.9 million of after-tax merger costs, pro forma net income was $40.0 million ($0.13 per diluted share), down from $50.2 million ($0.32) a year earlier, which shows the reported gain masked a decline in core earnings per share.
Reported Q3 net income attributable to Rayonier was $123.3 million, or $0.41 per diluted share, versus $43.2 million, or $0.28, a year earlier.
Pro forma net income was $40.0 million, or $0.13 per diluted share, versus $50.2 million, or $0.32, in the prior year quarter.
Board approved a new $300 million share repurchase authorization on November 3, 2026, in addition to $66.2 million remaining under the 2024 authorization.
Real Estate Adjusted EBITDA is expected to be $60 million to $70 million in the fourth quarter of 2026, based on the current transaction pipeline.
Eversource Energy reported third-quarter 2026 GAAP earnings of $346.0 million, or $0.92 per share, compared with $367.5 million, or $0.99 per share, for the same period in 2025. The company updated its full-year 2026 non-GAAP recurring earnings guidance range to $4.62 to $4.70 per share, raising the midpoint to $4.66 per share.
Third-quarter 2026 GAAP and non-GAAP earnings were $346.0 million, or $0.92 per share, compared to GAAP earnings of $367.5 million, or $0.99 per share, in Q3 2025.
First-nine-months 2026 GAAP earnings reached $1.01 billion, or $2.67 per share, compared to $1.27 billion, or $3.44 per share, in the first nine months of 2025.
Full-year 2026 non-GAAP recurring earnings guidance was updated to a range of $4.62 to $4.70 per share.
The electric distribution segment earned $200.9 million in the third quarter of 2026, down from $221.6 million in the third quarter of 2025.
3D Systems reported third-quarter 2026 revenue of $99.3 million, up 8.8% year over year, and Adjusted EBITDA of $3.1 million, compared with a loss in the prior-year quarter. The GAAP net loss attributable to the company widened to $33.5 million, driven mainly by litigation expense, an asset impairment charge, and foreign exchange losses, so shareholders see stronger sales and operating results alongside a larger loss. The company guided fourth-quarter 2026 revenue to $100 million to $103 million and Adjusted EBITDA to a loss of $2 million to breakeven.
Q3 2026 revenue was $99.3 million, up from $91.2 million; Healthcare Solutions rose about 14.4% to $49.0 million.
Net loss attributable to 3D Systems was $33.5 million, versus $18.1 million a year earlier, citing litigation expense, a $2.9 million asset impairment charge and foreign exchange.
Adjusted EBITDA was $3.1 million in the quarter; year-to-date Adjusted EBITDA was $4.4 million.
Q4 2026 outlook: revenue of $100 million to $103 million and Adjusted EBITDA of ($2) million to $0 million.
Park Hotels & Resorts reported third quarter 2026 results, with Comparable RevPAR up 8.4% and Adjusted EBITDA up 4.0% from a year earlier, while the company still posted a net loss of $15 million. It raised its full-year 2026 Adjusted FFO per share and RevPAR outlook but lowered its full-year net income outlook, so the results point in different directions for shareholders.
Third quarter net loss was $15 million, or $(0.10) per diluted share, compared with a net loss of $14 million and $(0.08) per share in the third quarter of 2025.
Comparable RevPAR rose 8.4% to $201.02 and Adjusted EBITDA rose 4.0% to $135 million.
Full-year 2026 Adjusted FFO per share outlook was raised to $2.00 to $2.05 from $1.90 to $2.00, while net income outlook was lowered to $70 million to $80 million from $78 million to $98 million.
Park declared a fourth quarter 2026 cash dividend of $0.25 per share, payable January 15, 2027.
Aflac reported third-quarter 2026 net earnings of $303 million, down from $1.6 billion a year earlier, primarily due to realized losses from portfolio repositioning and net investment losses. Adjusted earnings decreased 8.5% to $1.2 billion, while the company returned $1.1 billion to shareholders through share repurchases and dividends. Additionally, the board declared a fourth-quarter dividend of $0.61 per share, marking 44 consecutive years of dividend increases.
Net earnings for 3Q26 were $303 million, or $0.61 per diluted share, compared with $1.6 billion, or $3.08 per diluted share, a year ago.
Adjusted earnings for 3Q26 were $1.2 billion, reflecting a decrease of 8.5% compared to the prior-year period.
The company returned $1.1 billion to shareholders in 3Q26, consisting of $804 million in share repurchases and $305 million in dividends.
The board of directors declared a fourth-quarter dividend of $0.61 per share, payable on December 1, 2026.
Unisys reported third-quarter 2026 revenue of $471.5 million, up 2.5% year over year, and raised its full-year 2026 constant currency revenue growth guidance to (3.0)% to (1.5)%, from (5.0)% to (3.5)%. The company reaffirmed its non-GAAP operating profit margin guidance of 9.0% to 11.0%, but its net loss attributable to Unisys was $201.0 million, including a $151 million non-cash pension settlement loss, net of tax.
Q3 2026 revenue was $471.5 million, up 2.5% year over year (0.6% in constant currency); non-GAAP operating profit margin was 7.2%, up 180 bps.
Net loss attributable to Unisys Corporation was $201.0 million, versus $308.9 million in Q3 2025.
New Business total contract value was $221 million, up 78% year over year.
Cash used for operations was $35.8 million in Q3 2026, compared with $38.0 million provided in Q3 2025; free cash flow was negative $57.7 million.
Wolfspeed reported first-quarter fiscal 2027 revenue of $155.0 million, down from $196.8 million a year earlier, and a GAAP net loss of $143.8 million, versus $643.6 million in the prior-year quarter, which included reorganization items. The company also guided second-quarter revenue to $155 million to $175 million, and the filing notes that results after its September 29, 2025 emergence from Chapter 11 are not comparable with earlier periods.
Revenue was $155.0 million, down from $196.8 million in the year-earlier quarter and above the midpoint of the company's guidance range.
GAAP net loss was $143.8 million, or $2.61 per share, compared with a net loss of $643.6 million, or $4.12 per share, a year earlier.
Non-GAAP net loss was $111.4 million, or $2.03 per diluted share, compared with $85.2 million, or $0.55 per share, a year earlier.
Second-quarter fiscal 2027 targets are revenue of $155 million to $175 million and non-GAAP operating expenses of $65 million to $69 million.
MBIA reported a third-quarter 2026 GAAP net loss of $24 million, or $(0.49) per share, up from a $8 million loss a year earlier, and an adjusted net loss of $3 million, compared with adjusted net income of $51 million in the third quarter of 2025. The company said the shift was mainly driven by higher losses and loss adjustment expenses at National Public Finance Guarantee Corporation, largely tied to its Puerto Rico Electric Power Authority exposure, while the nine-month GAAP net loss narrowed to $110 million from $126 million.
Q3 2026 GAAP net loss of $24 million, or $(0.49) per share, versus $8 million, or $(0.17) per share, in Q3 2025
Q3 2026 adjusted net loss of $3 million, or $(0.06) per diluted share, versus adjusted net income of $51 million in Q3 2025
Nine-month 2026 GAAP net loss of $110 million, or $(2.20) per diluted share, versus $126 million, or $(2.57) per share, in the first nine months of 2025
No MBIA shares were repurchased in Q3 2026; $71 million of buyback capacity remained as of October 31, 2026
Dave Inc. reported third-quarter 2026 results on November 4, 2026, with revenue up 31% year over year to $198 million, and raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted diluted EPS. GAAP net income fell 31% to $64 million and adjusted diluted EPS slipped 1% to $4.39, so profit measures moved against the sales gain. The filing also discloses a November 3, 2026 amendment with Coastal Community Bank that allows up to $325 million of ExtraCash receivables to stay on the bank's balance sheet for up to 60 days.
Q3 2026 GAAP revenue was $198 million, up 31% from a year earlier; GAAP net income was $64 million, down 31%.
Adjusted diluted EPS was $4.39, down 1% from $4.45; adjusted EBITDA was $82 million, up 39%.
2026 revenue guidance was raised to $746 million-$750 million from $725 million-$735 million; adjusted EBITDA guidance to $327 million-$330 million from $315 million-$325 million.
Under a Second Amendment to its Coastal Community Bank program agreement, effective November 3, 2026, ExtraCash receivables held on Coastal's balance sheet may reach up to $325 million.
Crane NXT reported third-quarter 2026 sales of $497.1 million, up 11.7% year over year, with organic sales growth of 1.1%. GAAP net income fell 24% to $38.4 million and GAAP diluted EPS was $0.66, versus $0.87 a year earlier, while adjusted EPS was $1.28, unchanged from the prior year. The company raised the midpoint of its full-year adjusted EPS guidance and narrowed it to $4.32 to $4.42, but cut its full-year sales growth outlook to about 14% from 15% to 17%.
Q3 2026 net sales were $497.1 million, up 11.7%; organic sales grew 1.1%, and acquisitions added $50.0 million.
GAAP diluted EPS was $0.66 versus $0.87 in Q3 2025; adjusted EPS was $1.28 in both periods.
Full-year 2026 adjusted EPS guidance is $4.32 to $4.42, up from $4.22 to $4.42; full-year sales growth guidance is about 14%, down from 15% to 17%.
Quarterly dividend of $0.18 per share is payable December 9, 2026, to holders of record as of November 30, 2026.
Ingevity reported third-quarter 2026 results, with net sales down 8% to $305.1 million, mainly because of the April 15, 2026 sale of the Road Markings product line. Net income from continuing operations rose to $51.1 million, or $1.46 per diluted share, from $40.8 million, or $1.10, a year earlier. The company narrowed its full-year adjusted EBITDA outlook to $385 million to $395 million while keeping the midpoint of the prior range, and said the timing of an Advanced Polymer Technologies sale agreement may extend into early 2027.
Net sales of $305.1 million fell 8%; excluding Road Markings, sales rose 2%.
Net income from continuing operations was $51.1 million, or $1.46 per diluted share, versus $1.10 a year earlier.
Adjusted EBITDA was $108.0 million, down $2.4 million; full-year adjusted EBITDA outlook narrowed to $385 million to $395 million.
Management said the timing of an Advanced Polymer Technologies sale agreement may extend into early 2027.
Tigo Energy reported unaudited third-quarter 2026 results on November 4, 2026. Revenue fell 21.5% year over year to $24.0 million, while the company swung to GAAP net income of $0.4 million from a $2.2 million loss a year earlier. Its fourth-quarter guidance calls for revenue of $20 million to $22 million and an adjusted EBITDA loss of $1.5 million to $3.0 million, and it updated full-year 2026 revenue to $95 million to $97 million.
Q3 2026 revenue was $24.0 million, down from $30.6 million; adjusted EBITDA was $1.5 million, down from $2.9 million.
GAAP net income was $0.4 million, compared with a net loss of $2.2 million in Q3 2025; Q3 results include a $0.8 million tariff refund.
Q4 2026 guidance: revenue of $20 million to $22 million and adjusted EBITDA loss of $(3.0) million to $(1.5) million.
Full-year 2026 revenue outlook was updated to $95 million to $97 million; U.S. revenue fell 51.4% year over year in Q3.
PROCEPT BioRobotics reported third-quarter 2026 revenue of $98.3 million, up 18% from a year earlier, with U.S. procedures up about 22%. The net loss widened to $26.5 million from $21.4 million as operating expenses rose to $92.5 million, and the company reaffirmed its full-year 2026 revenue guidance of $390 million to $410 million. Shareholders see faster sales growth alongside a larger loss.
Revenue of $98.3 million, up 18% from $83.3 million in the third quarter of 2025; U.S. procedures exceeded 13,400, up about 22%
Net loss of $26.5 million, or $0.46 per share, versus a net loss of $21.4 million, or $0.38 per share, a year earlier
Adjusted EBITDA loss of $9.8 million versus $7.4 million; operating expenses rose to $92.5 million from $77.2 million
Full-year 2026 revenue guidance of $390 million to $410 million reiterated; cash and restricted cash totaled $221.4 million as of September 30, 2026
Comstock reported a third quarter 2026 net loss of $0.8 million, or $(0.01) per share, which included a $14.0 million gain from the August 21, 2026 sale of its remaining mining assets. The Board also authorized a share repurchase program of up to 15 million shares, about 19.7% of outstanding common stock, with no obligation to buy any particular number of shares.
Q3 2026 net loss of $0.8 million, or $(0.01) per share, including a $14.0 million gain on the mining asset sale
Metals Segment revenue rose to $341,751 in Q3 2026, up 45.4% from $235,074 in Q2 2026
Cash, cash equivalents and restricted cash totaled $43.5 million at quarter end, with no outstanding debt
Board authorized repurchases of up to 15 million shares on November 2, 2026; the program may be modified, suspended or discontinued at any time
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