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).
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
Precigen reported third quarter 2026 results for the period ended September 30, 2026. Total revenues were $74.1 million, up $71.2 million from a year earlier, mainly from commercial sales of PAPZIMEOS after its August 2025 FDA approval, and the company posted net income of $35.8 million, or $0.08 per diluted share, compared with a net loss attributable to common shareholders of $325.3 million in the prior-year quarter. Operating cash flow was positive at $11.9 million, a full quarter ahead of the company's guidance.
Total revenues $74.1 million versus $2.9 million a year earlier; PAPZIMEOS net product revenue was $72.9 million, up 37% from the prior quarter.
Net income $35.8 million, or $0.08 per diluted share, versus a prior-year net loss attributable to common shareholders of $325.3 million that included a $111.5 million warrant liability charge and a $179.0 million deemed dividend.
Net cash provided by operating activities was $11.9 million in the third quarter, which the company said was a full quarter ahead of its guidance.
Cash, cash equivalents and investments totaled $51.0 million as of September 30, 2026.
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
Kodiak Gas Services (NYSE: KGS) declared a cash dividend of $0.51 per share for the third quarter of 2026, payable November 25, 2026 to holders of record on November 16, 2026. The dividend is 4.1% above both the prior quarter and the year-ago quarter, which adds to shareholder cash returns.
Dividend of $0.51 per share, payable November 25, 2026
Record date is the close of business on November 16, 2026
Dividend is up 4.1% from the prior quarter and the year-ago quarter
Quarterly dividend is up approximately 34% since the 2023 initiation at $0.38 per share
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
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.
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
Mid Penn Bancorp furnished an investor presentation under Regulation FD for use in meetings during the fourth quarter of 2026. The deck shows third-quarter 2026 net income of $21.6 million, or $0.84 per share, and core net income of $22.2 million, or $0.88 per share, with total assets of $7.1 billion at September 30, 2026.
Q3 2026 net income of $21.6 million, or $0.84 per share; core net income of $22.2 million, or $0.88 per share
Core earnings per share of $0.88 in 2026Q3 compares with $0.77 in 2025Q3 and $0.87 in 2026Q2
Board declared a quarterly cash dividend of $0.23 per share, payable November 13, 2026, to holders of record on November 2, 2026
Total assets of $7.1 billion and gross loans of $5.7 billion at September 30, 2026
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
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
Black Hills reported third-quarter 2026 GAAP net income available for common stock of $41.0 million, or $0.54 per diluted share, up from $24.9 million, or $0.34, a year earlier. Adjusted EPS was $0.57, up from $0.45, and the company reaffirmed its 2026 adjusted EPS guidance of $4.25 to $4.45, excluding merger-related costs. The pending merger with NorthWestern Energy still requires a final approval from the Montana Public Service Commission.
Q3 2026 revenue was $466.1 million, compared with $430.2 million in Q3 2025.
GAAP EPS was $0.54 versus $0.34; adjusted EPS was $0.57 versus $0.45.
2026 adjusted EPS guidance of $4.25 to $4.45 was reaffirmed, excluding merger-related costs.
The NorthWestern Energy merger is expected to close by year-end 2026, subject to Montana approval.
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
SandRidge reported third-quarter 2026 net income of $30.6 million, or $0.83 per basic share, up from $16.0 million a year earlier, on revenue up 37% to $54.4 million and production up 10%. Net income includes a $14.2 million income tax benefit, and the company's adjusted net income was $23.8 million, or $0.64 per basic share, versus $0.42 a year earlier. The Board also declared a $0.13 per share dividend payable November 30, 2026, and the company reported no outstanding term or revolving debt as of September 30, 2026.
Third-quarter net income of $30.6 million, or $0.83 per basic share, versus $16.0 million, or $0.44 per basic share, in the third quarter of 2025
Adjusted net income of $23.8 million, or $0.64 per basic share, versus $15.5 million, or $0.42 per share, a year earlier
Revenue of $54.4 million, up 37% from $39.8 million; realized oil price fell to $85.27 per barrel from $95.35 in the second quarter
Dividend of $0.13 per share declared November 3, 2026, payable November 30, 2026 to holders of record on November 19, 2026; cash balance was $70.0 million on September 30, 2026
FatPipe reported fiscal second-quarter 2027 results for the period ended September 30, 2026. Revenue grew 22% year over year, and the company swung to net income of $1.2 million from a loss of $0.04 million a year earlier, which points to a clear improvement in both sales and profit.
Q2 2027 revenue was $4.83 million, up from $3.96 million in Q2 2026
Net income was $1.2 million, compared with a loss of $0.04 million in Q2 2026
Diluted earnings per share were $0.09, versus $0.00 a year earlier
Adjusted EBITDA was $1.2 million, an approximate 24.1% margin, compared with $0.7 million in Q2 2026
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.
NetSol Technologies' majority-owned Pakistani subsidiary posted quarter-ended September 30, 2026 results on the Pakistan Stock Exchange, with revenue up 17% and net profit rising to PKR 508 million from PKR 50 million. The filing states these figures cover only that subsidiary and are not representative of NetSol Technologies, Inc. on a consolidated basis, so they give shareholders limited direct read-through to the parent company.
Net revenues rose to PKR 2,620 million from PKR 2,244 million, up 17% year over year
Gross profit was PKR 1,324 million versus PKR 772 million in the prior-year quarter
Net profit was PKR 508 million with diluted EPS of PKR 5.82, compared with PKR 50 million and PKR 0.57 a year earlier
Filing says results reflect only the Pakistani subsidiary and are not representative of the consolidated company
Old National Bancorp furnished third-quarter 2026 investor presentation materials under Item 7.01, with the deck attached as Exhibit 99.1. The company reported record net income of $254 million and diluted EPS of $0.66, up from $0.65 in the prior quarter and $0.46 a year earlier, while repurchasing $100 million of common stock.
Net income of $254 million; net income applicable to common shares of $250 million, compared with $179 million a year earlier
Diluted EPS of $0.66 versus $0.65 in 2Q26 and $0.46 in 3Q25; adjusted EPS of $0.66, up 12% year over year
Repurchased $100 million, or 3.9 million shares, of common stock; $177 million of authorization remaining
Tangible book value per share was $13.77 at September 30, 2026, down from $14.32 at June 30, 2026
CF Industries reported third-quarter 2026 results in a presentation dated November 4, 2026, filed as Exhibit 99.1, and will discuss them on a conference call on November 5, 2026. Net sales, net earnings and adjusted EBITDA all rose from the third quarter of 2025, which is the main measure shareholders would watch.
Q3 2026 net sales were $1,860 million, up from $1,659 million in Q3 2025
Q3 2026 net earnings attributable to common stockholders were $436 million, or $2.87 per diluted share, versus $353 million, or $2.19 per diluted share, a year earlier
Q3 2026 adjusted EBITDA was $833 million, up from $667 million; nine-month 2026 adjusted EBITDA was $3,008 million versus $2,072 million
As of September 30, 2026, $1.1 billion remained under the current $2 billion share repurchase authorization, which runs through 2029
Matrix Service reported fiscal 2027 first-quarter results for the quarter ended September 30, 2026, with revenue of $219.4 million and net income of $6.2 million, or $0.22 per diluted share, compared with a net loss of $3.7 million a year earlier. The board also approved a new $25 million share buyback program, and the company reported no outstanding debt and $221.8 million of liquidity.
Revenue of $219.4 million, up from $211.9 million in the prior-year quarter
Net income of $6.2 million, or $0.22 per diluted share, versus a net loss of $3.7 million, or $(0.13) per share
Adjusted EBITDA of $7.7 million, versus $2.5 million a year earlier
New $25 million share buyback program approved; total backlog of $872.6 million at September 30, 2026
National Fuel Gas furnished an updated investor presentation, dated November 2026, as Exhibit 99 to this Form 8-K. The deck reports 9% year-over-year adjusted EPS growth for fiscal 2026 and about $200 million of free cash flow, and it restates the planned tax-free spin-off of Seneca Resources, targeted for the second half of calendar 2027. For shareholders, the deck is a presentation update rather than new financial statements, but it lays out the separation terms and the company's expectation of no incremental equity needs over the next five years.
Fiscal 2026 adjusted EPS grew 9% year over year, and the company generated about $200 million of free cash flow, according to the deck.
Planned spin-off of Integrated Upstream & Gathering as Seneca Resources is targeted for completion in the second half of calendar 2027; National Fuel expects to retain up to a 19.9% ownership interest.
The company expects no need to raise incremental equity capital over the next five years based on current capital plans.
The Ohio utility acquisition closed October 1, 2026, and the Tioga Pathway and Shippingport Lateral projects were placed into service November 1, 2026.
Seacoast Banking Corporation of Florida furnished an investor presentation for its one-on-one investor meetings, showing third quarter 2026 net income of $59.9 million, or $0.55 per share, up 64% from the prior-year quarter. Adjusted net income was $71.8 million, or $0.66 per share, and the company's full-year 2026 adjusted EPS outlook is $2.48 to $2.52. The presentation is unaudited for these measures and is furnished rather than filed, so shareholders should review the full investor materials.
Third quarter 2026 net income was $59.9 million, or $0.55 per share, up 1% from the prior quarter and 64% from the prior-year quarter.
Adjusted net income was $71.8 million, or $0.66 per share, up 9% from the prior quarter.
Full-year 2026 adjusted EPS outlook is $2.48 to $2.52, versus $1.84 in 2025; noninterest expense was $133.3 million, including $15.5 million of merger and integration costs.
Tier 1 capital ratio was 14.1% at quarter end, and over 1.2 million shares were repurchased year to date.
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.
CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million, or $2.19 per share, a year earlier. For the first nine months, net earnings were $1.78 billion, or $11.60 per diluted share, versus $1.05 billion, or $6.39 per share, in the prior-year period, and that total includes a gain of approximately $170 million from a litigation settlement, which the company said affects comparability.
Third quarter 2026 net sales were $1.86 billion, compared with $1.66 billion a year earlier.
Third quarter 2026 adjusted EBITDA was $833 million, compared with $667 million in the third quarter of 2025.
The company repurchased 3.0 million shares for $367 million in the third quarter and has about $1.11 billion left under its program, which expires in December 2029.
Management expects full-year 2026 gross ammonia production of about 9.5 million tons and expects the Yazoo City Complex to resume operations in the first half of 2027.
Royal Gold, Inc. reported its third quarter 2026 results, highlighting total revenue of $464.8 million and net income of $227.4 million, driven by higher metal prices and new asset contributions. The company achieved record operating cash flow of $344.4 million and fully repaid its outstanding debt after the quarter end. Shareholders also received a quarterly dividend of $0.475 per share and benefited from ongoing share repurchases.
Revenue reached $464.8 million for the quarter ended September 30, 2026, compared to $252.1 million in the prior year period.
Net income was $227.4 million, or $2.68 per share, up from $126.8 million in the prior year period.
Operating cash flow reached a record $344.4 million, compared to $174.0 million in the prior year period.
The company fully repaid the remaining $150 million on its revolving credit facility on October 19, 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
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
Ionic Digital reported third quarter 2026 revenue of $49 million, up 32% from a year earlier, and swung to net income of $17 million from a $5 million loss in the prior-year quarter. The results include a $73 million non-cash gain on cryptocurrency and a $66 million non-cash charge tied to warrant fair value, and the company reaffirmed its full-year 2026 outlook of $190 million to $195 million in total revenue. For shareholders, the quarter shows the shift from bitcoin mining to digital infrastructure leasing, with $381 million in cash and no outstanding borrowings as of September 30, 2026.
Q3 2026 total revenue was $49 million, up 32% year over year; digital infrastructure leasing was about 90% of revenue.
Q3 net income was $17.4 million, compared with a net loss of $4.5 million a year earlier; Adjusted EBITDA was $35 million, compared with $0.2 million.
Full-year 2026 outlook reaffirmed: total revenue of $190 million to $195 million and Adjusted EBITDA of $137.5 million to $142.5 million.
As of September 30, 2026, the company had $381 million in cash and cash equivalents, bitcoin valued at $247 million, and no outstanding borrowings.
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
American States Water reported third-quarter 2026 diluted earnings of $1.06 per share, unchanged from the same quarter of 2025, while revenue rose to $192.5 million from $182.7 million. Excluding investment gains and losses, which the company now removes from adjusted results, EPS rose to $1.06 from $1.01, and year-to-date reported EPS grew 11.0% to $2.92.
Q3 2026 reported diluted EPS of $1.06, flat versus $1.06 in Q3 2025; adjusted EPS of $1.06 versus $1.01
Q3 2026 total operating revenues of $192.5 million versus $182.7 million; net income of $42.3 million versus $41.2 million
Nine-month 2026 reported diluted EPS of $2.92 versus $2.63, an increase of 11.0%
Fourth-quarter dividend of $0.5455 per share approved October 26, 2026, payable December 2, 2026
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.
Primerica reported third-quarter 2026 results for the period ended September 30, 2026, with total revenues of $902 million, up 7% year over year, and net income of $209 million, up 1%. Diluted EPS of $6.76 rose 6%, and diluted adjusted operating EPS of $6.77 rose 7%, with the company also declaring a $1.20 per share dividend.
Total revenues of $902 million rose 7% from the third quarter of 2025
Investment and Savings Products sales rose 19% to $4.4 billion; Term Life adjusted operating income before income taxes fell 12%
Company returned $159 million to stockholders in the quarter, including $122 million of share repurchases
Board approved a $1.20 per share dividend payable December 14, 2026 to holders of record on November 20, 2026
Cognex reported record third-quarter 2026 revenue of $313 million, up 13% year over year, with GAAP diluted EPS of $0.50 and adjusted diluted EPS of $0.53, up 61%. The company raised its full-year 2026 guidance and said it has agreed to acquire RealSense, Inc. in an all-cash deal expected to close in the fourth quarter of 2026, and declared a $0.09 quarterly dividend.
Q3 2026 revenue was $313 million, up 13% year over year; excluding a one-time commercial partnership benefit in Q3 2025, growth was 19%.
Full-year 2026 revenue guidance was raised to $1,143 million to $1,163 million from $1,130 million to $1,150 million; adjusted diluted EPS guidance is $1.68 to $1.72.
Agreement to acquire RealSense, Inc. in an all-cash transaction expected to close in the fourth quarter of 2026; the filing does not state the purchase price.
Quarterly dividend of $0.09 per share, up from $0.085, payable December 3, 2026 to shareholders of record on November 19, 2026.
Lyntris reported third-quarter 2026 revenue of $194 million, up 90% from a year earlier, and a net loss of $3 million, or $0.03 per diluted share, the same loss per share as in the third quarter of 2025. The company also gave full-year 2026 guidance of $623 million to $630 million in revenue and $95.5 million to $97 million in Adjusted EBITDA, and backlog reached $1,013 million as of September 30, 2026.
Q3 2026 revenue of $194 million, up 90% year over year, with Air & Missile Defense revenue up 154% to $83 million
Net loss of $3 million, or $0.03 per diluted share, versus a net loss of $3 million in Q3 2025; Adjusted EBITDA of $29 million, up 91%
Full-year 2026 outlook: total revenue of $623 million to $630 million and Adjusted EBITDA of $95.5 million to $97 million
Backlog of $1,013 million at September 30, 2026, up from $924 million at June 30, 2026
Phibro Animal Health reported higher first-quarter results for the period ended September 30, 2026, with net sales up 6% and net income up 11% from a year earlier. The company kept its fiscal 2027 guidance unchanged, and stockholders re-elected three Class I directors and ratified PricewaterhouseCoopers as auditor at the November 3, 2026 annual meeting.
Net sales of $386.8 million rose $22.9 million, or 6%, led by Mineral Nutrition, which rose 17%.
Net income of $29.5 million rose 11%, and diluted EPS of $0.72 rose $0.07 from $0.65.
Fiscal 2027 guidance was maintained: net sales of $1.55 billion to $1.60 billion and adjusted EBITDA of $258 million to $268 million.
At the November 3, 2026 annual meeting, all three director nominees were elected and PwC was ratified for the fiscal year ending June 30, 2027.
MKS Inc. reported third quarter 2026 revenue of $1,413 million, up from $988 million a year earlier, and GAAP diluted earnings per share of $3.26, up from $1.10. The Board also approved a new share repurchase program of up to $500 million, replacing a 2011 program with about $28 million remaining, and guided fourth quarter 2026 revenue to $1,490 million plus or minus $40 million. For shareholders, the results and guidance point to higher earnings, and the buyback and $0.25 quarterly dividend return capital to them.
Q3 2026 revenue of $1,413 million vs. $988 million in Q3 2025 and $1,248 million in Q2 2026.
GAAP net income of $236 million and diluted EPS of $3.26 vs. $1.10 in Q3 2025; Non-GAAP diluted EPS of $4.18.
Q4 2026 guidance: revenue of $1,490 million plus or minus $40 million and GAAP diluted EPS of $4.04 plus or minus $0.38; guidance excludes the pending Ophir Optics sale.
Share repurchase program of up to $500 million effective November 2, 2026; quarterly dividend of $0.25 per share payable December 7, 2026.
Xperi reported third-quarter 2026 revenue of $114.0 million, up from $111.6 million a year earlier, with advertising and related revenue rising to $14.9 million from $3.9 million. The company narrowed its full-year revenue outlook to $450 million to $462 million and raised its adjusted EBITDA margin and operating cash flow outlooks, while non-GAAP diluted earnings per share fell to $0.24 from $0.28. CFO Robert Andersen will retire as part of a planned transition and will stay in his role until a successor starts, expected in 2027.
Q3 revenue $114.0 million vs. $111.6 million a year earlier; GAAP net loss narrowed to $5.2 million from $6.1 million.
Non-GAAP diluted EPS $0.24 vs. $0.28; non-GAAP adjusted EBITDA margin 20.2% vs. 20.7%.
2026 outlook: revenue $450 million to $462 million (prior $440 million to $470 million); adjusted EBITDA margin 19% to 21% (prior 17% to 19%); operating cash flow $20 million to $30 million (prior $15 million to $25 million).
CFO Robert Andersen to retire; he will continue in role until his successor is on board, expected in 2027.
Pursuit Attractions and Hospitality reported third quarter 2026 revenue of $251.5 million, up 4.4% year over year, with net income attributable to the company of $82.8 million, up from $73.9 million. The company reaffirmed its 2026 Adjusted EBITDA midpoint of $133 million and narrowed its range to $130 million to $136 million from $128 million to $138 million.
Q3 2026 revenue was $251.5 million, up 4.4% year over year; Adjusted EBITDA was $125.5 million, up $8.1 million or 7%
Adjusted EPS was $3.03 for Q3 2026, compared with $2.65 in Q3 2025
2026 Adjusted EBITDA guidance range narrowed to $130 million to $136 million; midpoint of $133 million reaffirmed
HCI Group reported third-quarter 2026 pre-tax income of $116 million and diluted earnings per share of $6.45, up from $91 million and $4.90 a year earlier. Gross premiums earned rose 5% to $316 million, and the gross loss ratio improved to 20.7% from 22.0%, so profit grew faster than premiums.
Q3 diluted EPS was $6.45 versus $4.90 in Q3 2025; net income after noncontrolling interests was $83 million versus $66 million.
Gross premiums earned were $316 million, up 5%; the gross loss ratio was 20.7% versus 22.0%.
Nine-month diluted EPS was $17.48 versus $15.47 for the same period of 2025.
The $80 million share repurchase program, announced March 3, 2026, was completed July 17, 2026, with 504,330 shares bought in total.
MetLife reported its third-quarter 2026 financial results, highlighted by net income of $2.4 billion, or $3.67 per share, driven by net derivative gains and higher adjusted earnings. Adjusted earnings increased 12% to $1.8 billion, supported by higher variable investment income, broad-based volume growth, and favorable underwriting. The company returned approximately $1 billion to shareholders through share repurchases and common stock dividends during the quarter.
Net income increased 187% to $2.4 billion, or $3.67 per share, for the third quarter of 2026.
Adjusted earnings rose 12% to $1.8 billion, or $2.78 per share.
Premiums, fees and other revenues increased 12% to $14.1 billion.
Total assets under management for MetLife Investment Management reached $723.4 billion.
U-Haul Holding Company reported net earnings available to common stockholders of $136.7 million for the quarter ended September 30, 2026, up from $105.6 million a year earlier, on revenue of $1.77 billion. Earnings per share for Non-Voting Common Stock rose to $0.71 from $0.54, and the company said trailing twelve-month Moving and Storage adjusted EBITDA declined $39.5 million to $1.64 billion.
Quarterly consolidated revenue was $1.77 billion, compared with $1.72 billion a year earlier.
Earnings from operations were $265.0 million, compared with $217.6 million.
Non-Voting Common Stock EPS was $0.71 for the quarter versus $0.54; six-month EPS was $1.34 versus $1.27.
Trailing twelve-month Moving and Storage adjusted EBITDA was $1.64 billion, down $39.5 million year over year.
Miller Industries reported third-quarter 2026 revenue of $212.2 million, up 18.8% from a year earlier, and diluted EPS of $0.53 versus $0.27. The company reaffirmed its full-year 2026 revenue guidance of $850 million to $900 million and now expects full-year gross margin of about 14%, higher than previously anticipated, though nine-month net income fell 29.1%.
Q3 2026 net income was $6.1 million, up 97.2% from $3.1 million; gross margin was 14.0% versus 14.2%.
Full-year 2026 revenue guidance of $850 million to $900 million was reaffirmed; EPS is expected to be generally in line with 2025.
Quarterly dividend of $0.21 per share is payable December 14, 2026, to holders of record as of December 7, 2026.
Conference call is scheduled for November 5, 2026, at 10:00 AM ET.
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