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).
Annovis Bio agreed on November 5, 2026 to sell 19,000,000 shares of common stock (or pre-funded warrants in lieu of shares) with accompanying warrants, with expected gross proceeds of approximately $21.0 million before underwriting discounts and expenses. The offering adds shares and warrants that could dilute existing shareholders, while the company plans to use the proceeds for clinical development of buntanetap and working capital.
Offering of 19,000,000 shares plus pre-funded warrants for up to 2,000,000 shares, with accompanying warrants for up to 21,000,000 shares, priced at $1.00 per share and accompanying warrant
Accompanying warrants are exercisable at $1.00 per share and expire five years after issuance
One of the company's directors is buying 5,000,000 shares and accompanying warrants for $5,000,000
Offering is expected to close on or about November 6, 2026, with Canaccord Genuity LLC as underwriter
LCI Industries reported third-quarter 2026 results on a call furnished in an 8-K. Net sales were just under $1 billion, down 4% from a year earlier, while adjusted diluted EPS rose to $2.21 from $1.97 and GAAP diluted EPS was $2.05. The company narrowed its full-year adjusted EPS outlook to $8.25 to $8.50 and said the proposed merger with Patrick Industries remains pending.
Q3 2026 net sales were just under $1 billion, down 4% year over year, mainly due to lower North American RV wholesale shipments.
Adjusted diluted EPS was $2.21 versus $1.97 a year earlier; GAAP net income was $50 million, or $2.05 per diluted share.
Full-year 2026 adjusted EPS range was tightened to $8.25 to $8.50; adjusted revenue is expected at $3.9 billion to $4 billion.
The company said it declined a Monomoy Capital proposal because its board judged it not superior to the proposed merger with Patrick Industries.
VAALCO reported a third-quarter 2026 net loss of $39.8 million ($0.38 per diluted share), compared with net income of $42.4 million in the second quarter, mainly due to $34.7 million of unrealized hedging losses. Net revenue and Adjusted EBITDAX both rose from the second quarter, and the company gave fourth-quarter 2026 sales volume and capital spending guidance.
Q3 2026 net loss of $39.8 million ($0.38 per diluted share) versus Q2 2026 net income of $42.4 million
Net revenue of $147.0 million, up 9% from Q2 2026; Adjusted EBITDAX up 30% to $71.1 million
Q4 2026 guidance: NRI sales volumes of 20,800 to 22,600 BOPD and capital expenditures of $55 million to $75 million
Quarterly dividend of $0.0625 per share payable December 22, 2026; conference call November 6, 2026 at 8:00 a.m. Central Time
Strawberry Fields REIT reported third-quarter 2026 results that were pulled down by a $24.6 million foreign currency transaction loss tied to the retirement of Bond Series A, C and D. Net loss was $14.8 million and FFO was negative $3.6 million, compared with net income of $8.9 million and FFO of $20.7 million a year earlier. AFFO, which excludes that loss, rose to $18.8 million, or $0.34 per share, from $18.1 million, or $0.33 per share.
Q3 2026 net loss of $14.8 million vs. net income of $8.9 million in Q3 2025
Q3 2026 FFO of negative $3.6 million ($0.65 per share loss) vs. $20.7 million ($0.37 per share) a year earlier
Q3 2026 AFFO of $18.8 million ($0.34 per share), up from $18.1 million ($0.33 per share)
Subsequent to quarter end on November 1, 2026, the company agreed to buy a 99-bed skilled nursing facility in Angola, Indiana for $15 million
iSpecimen completed on November 2, 2026, its acquisition of AI software and related assets from Foldlab AI Ltd. for an aggregate price of $4.5 million, paid in cash, milestone payments and stock. The issuance of 2,907,977 shares to Foldlab on November 5, 2026 gives Foldlab approximately 53.6% of the outstanding common stock, a change in control, which means existing shareholders' ownership is substantially diluted.
Purchase price of $4.5 million: $750,000 cash at closing, two $625,000 milestone payments tied to delivery and acceptance, and $2.5 million in stock.
Stock consideration of 2,907,977 shares, based on a $0.8597 volume-weighted average price, issued to Foldlab on November 5, 2026.
Foldlab holds approximately 53.6% of outstanding shares; Zhengkang (Jacob) Shao is its sole director and shareholder.
Shares are subject to a five-year lock-up with no leak-out; stockholders approved the issuance at a special meeting on October 9, 2026.
Starling Oncology reported third-quarter 2026 revenue of $169.8 million, up 24.3% from a year earlier, and a net loss of $15.7 million, narrower than $16.5 million a year earlier. The company narrowed its full-year 2026 Adjusted EBITDA guidance and lowered the top end of its revenue and free cash flow ranges, so the outlook is mixed for shareholders.
Q3 2026 revenue was $169.8 million, up from $136.6 million; net loss was $15.7 million versus $16.5 million, or $(0.13) per share versus $(0.14).
Adjusted EBITDA, a non-GAAP measure, was $3.4 million versus $(3.5) million a year earlier.
2026 revenue guidance is now $650 million to $660 million, down from $650 million to $670 million; free cash flow guidance is now $5 million to $10 million, down from $5 million to $15 million.
2026 Adjusted EBITDA guidance narrowed to $4 million to $6 million from $2 million to $7 million; gross profit guidance is now $107 million to $110 million, up at the low end from $105 million.
Athene Holding furnished its third-quarter 2026 financial supplement, showing a GAAP net loss available to common stockholder of $1,158 million, compared with net income of $1,223 million a year earlier. Spread related earnings, the company's management measure, fell 3% to $844 million, but rose 7% to $909 million excluding notable items, and the filing says the GAAP loss was tied to large investment and market risk benefit swings. Shareholders face a larger GAAP loss and lower stockholders' equity, while the underlying spread measure was mixed.
GAAP net loss available to Athene common stockholder of $1,158 million in 3Q'26, versus net income of $1,223 million in 3Q'25
Spread related earnings of $844 million, down 3% year over year; excluding notable items, $909 million, up 7%
Total revenues of $3,065 million versus $7,998 million a year earlier, with investment related losses of $3,418 million
Total Athene Holding stockholders' equity was $13,413 million at September 30, 2026, down from $20,492 million at December 31, 2025
Friedman Industries reported record second-quarter results for the period ended September 30, 2026, with net earnings of $15.6 million on net sales of $286.8 million, versus $2.2 million and $152.4 million a year earlier. The company also recorded a $14.6 million hedging charge in the quarter, of which $9.8 million is unrealized, a charge close in size to the quarter's net earnings.
Net earnings of $15.6 million ($2.19 diluted EPS) vs. $2.2 million ($0.32) in the prior-year quarter
Net sales of $286.8 million, up from $152.4 million; sales volume of about 219,500 tons, up 23%
$14.6 million hedging charge in the quarter, including $9.8 million unrealized on open metal positions
Management expects third-quarter sales volume consistent with seasonal trends and sequential margin improvement
MSC Income Fund reported third quarter 2026 total investment income of $35.5 million, up $0.2 million from a year earlier, while net investment income fell 13% to $14.4 million, or $0.32 per share. Net increase in net assets from operations dropped 32% to $18.1 million, and net asset value rose to $16.56 per share from $16.51 at June 30, 2026, and $15.85 at December 31, 2025. Nick Meserve is set to become CEO effective November 9, 2026, as previously announced in June.
Net investment income was $14.4 million, or $0.32 per share, versus $16.6 million, or $0.35 per share, in Q3 2025.
Total investment income was $35.5 million, compared with $35.4 million in Q3 2025.
Net asset value was $16.56 per share as of September 30, 2026, up from $16.51 at June 30, 2026.
Nick Meserve will transition to CEO effective November 9, 2026, with Dwayne L. Hyzak continuing as Executive Chairman.
CBL reported third-quarter 2026 results and raised its full-year 2026 FFO, as adjusted, guidance to $7.34 to $7.44 per share. Total revenues rose to $148.7 million from $139.3 million, but GAAP net income per share fell to $0.37 from $2.38, when the prior-year quarter included large property sale and deconsolidation gains. For shareholders, the results show stronger operating measures and a new $25.0 million buyback authorization, alongside lower reported earnings.
Q3 2026 total revenues were $148.7 million versus $139.3 million a year earlier; same-center NOI rose 3.8%.
Net income attributable to common shareholders was $0.37 per share versus $2.38; FFO was $1.05 per share versus $2.17.
2026 FFO, as adjusted, guidance was raised to $7.34 to $7.44 per share; same-center NOI guidance is 0.75% to 2.25%.
On November 4, 2026, the Board authorized repurchases of up to $25.0 million of common stock; the $0.625 per share Q4 dividend is payable December 31, 2026.
SUI Group Holdings reported third-quarter 2026 net income of $47.7 million, or $0.59 per diluted share, compared with a net loss of $44.3 million a year earlier. The result was driven mainly by $82.7 million in unrealized gains on digital assets, while revenue fell, and the company's revenue and other income excluding investment gains and losses was $557,000 against $2.6 million a year earlier.
Q3 2026 net income was $47.7 million ($0.59 per diluted share), versus a net loss of $44.3 million ($0.72 per share) in Q3 2025.
Digital asset results included $82.7 million in net unrealized gains and $28.0 million in realized losses, which the company said mainly reflect U.S. GAAP treatment and SUI's market price.
Total revenue and other income excluding investment gains and losses fell to $557,000 from $2.6 million, mainly due to lower legacy loan income and lower SUI staking revenue.
As of November 2, 2026, the company held 109,290,995 SUI, including 6,000,000 SUI loan receivables, and reported an mNAV of 0.72x.
Spruce Power subsidiaries amended their KeyBank credit agreement on October 30, 2026, changing covenant terms tied to a refinancing and requiring new deliverables by November 9, 2026. The same day, subsidiaries signed a non-binding term sheet with a financial institution for a funded debt facility to refinance the SP1, SP2 and SP3 facilities, but the filing states the terms remain indicative and subject to change. The filing also warns that failure to complete a refinancing by January 30, 2027 could have serious consequences, including going-concern risk.
October 30, 2026: subsidiaries amended the Second KeyBank Credit Agreement and entered a term sheet with a financial institution
By November 9, 2026: company must deliver a long-term financial model assuming refinancing of Senior Loan Obligations, and SP4 HoldCo and SP5 HoldCo must execute agreements for the SP4/SP5 Collateral Addition covenant
The proposed Refinancing Facility would refinance the SP1, SP2 and SP3 facilities; the filing cites a January 30, 2027 refinancing risk date
Kayne Anderson BDC reported third quarter 2026 net investment income of $30.2 million, or $0.46 per share, up from $0.42 in the second quarter. Net asset value per share fell to $15.71 from $16.00, and net earnings dropped to $0.10 per share after a $14.9 million realized loss tied to the restructuring of American Soccer Company (Score) and net unrealized losses. The company also declared a $0.40 per share fourth quarter dividend.
Net investment income of $30.2 million, or $0.46 per share, versus $27.5 million, or $0.42 per share, in Q2 2026
Net asset value per share of $15.71 at September 30, 2026, down from $16.00 at June 30, 2026
Earnings per share of $0.10 versus $0.16 in Q2 2026, reflecting a $14.9 million realized loss on Score and net unrealized losses of $8.5 million
Fourth quarter dividend of $0.40 per share, payable January 19, 2027, to holders of record as of December 31, 2026
Hyster-Yale reported third-quarter 2026 revenue of $827.4 million, down 15% from a year earlier but up 2% from the prior quarter, with a net loss of $14.9 million compared with a $2.3 million loss in Q3 2025. The company expects substantially stronger Q4 2026 results, with adjusted net income returning to positive, and launched cost-reduction programs targeting at least $100 million of annual savings at maturity, with implementation costs of at least $50 million.
Q3 2026 revenue was $827.4 million, down from $979.1 million in Q3 2025 and up from $812.9 million in Q2 2026.
Net loss was $14.9 million, or $0.83 per diluted share, versus a $2.3 million loss in Q3 2025; adjusted diluted loss was $0.77 per share.
Lift Truck bookings rose 45% year over year to $550 million, and unit backlog reached $1.6 billion.
New programs target at least $100 million of annual cost savings at maturity in 2029, with implementation costs of at least $50 million; 2026 capital expenditures are expected at $50 million to $60 million.
Mercer International reported third-quarter 2026 revenue of $440.7 million and a net loss of $59.2 million, or $0.88 per share, narrower than the $80.8 million loss a year earlier. The company also said it signed restructuring support agreements on November 2, 2026, and expects to commence prepackaged Chapter 11 cases to exchange about $1.1 billion of senior notes for equity, which would substantially change its capital structure and shareholder position.
Restructuring support agreements signed November 2, 2026 with holders of more than 87% of senior notes and a majority of common shares
About $1.1 billion of senior notes to be exchanged for equity, with $400 million of new capital through a fully backstopped rights offering
Q3 2026 Operating EBITDA was negative $2.9 million, compared with negative $28.1 million in Q3 2025; revenue fell about 4% to $440.7 million
Cash and cash equivalents were $71.0 million and total shareholders' equity was a deficit of $158.2 million as of September 30, 2026
Pacira BioSciences said Viatris has commenced a tender offer to buy all Pacira shares for $36.50 each in cash, under a merger agreement signed October 8, 2026, with a second-step merger planned after the offer closes. Pacira will not issue its Q3 2026 earnings release or hold a call, and it has withdrawn its 2026 financial guidance, so shareholders will have no updated company financial outlook during the pending deal.
Viatris, through subsidiary Peach Purchaser Sub Inc., commenced the tender offer on October 30, 2026 at $36.50 per share in cash
Merger agreement with Viatris was entered into on October 8, 2026; completion depends on conditions including a Minimum Condition
Pacira will not release Q3 results for the quarter ended September 30, 2026, and has withdrawn its previously issued 2026 guidance
Cryoport reported third-quarter 2026 revenue of $50.2 million, up 14% from a year earlier, and raised its full-year 2026 revenue guidance to $197 million to $199 million. The company still posted a wider net loss attributable to common stockholders of $12.9 million, or $0.25 per share, compared with a $8.9 million loss, or $0.18 per share, in the prior-year quarter.
Q3 2026 total revenue was $50.2 million, up 14% year over year; Life Sciences Services rose 18% to $28.6 million.
Full-year 2026 revenue guidance was raised to $197 million to $199 million.
Q3 2026 net loss attributable to common stockholders was $12.9 million, or $0.25 per share, versus $8.9 million, or $0.18 per share, in Q3 2025.
Adjusted EBITDA from continuing operations was $1.1 million for Q3 2026, compared with a negative $0.6 million a year earlier.
Gyre Therapeutics reported third-quarter 2026 revenue of $32.9 million, up 1% from $32.7 million a year earlier, but swung to a net loss of $2.5 million from net income of $1.9 million. The company affirmed its full-year 2026 revenue guidance of $100.5 million to $111.0 million, while nine-month results showed a larger loss and lower revenue, which matters to shareholders weighing the cost of the Cullgen acquisition and clinical spending.
Q3 2026 revenue was $32.9 million versus $32.7 million in Q3 2025; ETUARY sales were $31.4 million.
Q3 GAAP basic EPS was $(0.04), compared with $0.01 a year earlier.
Nine-month net loss was $35.3 million versus net income of $4.6 million; nine-month revenue was $86.5 million versus $93.0 million.
Total cash, deposits and certificates of deposit were $98.8 million at September 30, 2026, down from $116.1 million at December 31, 2025.
NuScale Power reported results for the quarter ended September 30, 2026, in a press release attached as Exhibit 99.1. Revenue fell to $281,000 from $8.2 million a year earlier because prior-year engineering work for the RoPower project ended, while the net loss narrowed to $45.7 million from $532.6 million, driven by a $491.3 million drop in general and administrative expenses. The company reported $1.9 billion in cash, cash equivalents and investments, and the filing gives no guidance.
Net loss of $45.7 million, or $(0.11) per share, versus a net loss of $532.6 million, or $(1.85) per share, in the year-earlier quarter
Revenue of $281,000 versus $8.2 million, with no comparable Fluor FEED Phase 2 work in 2026
General and administrative expenses of $27.9 million versus $519.2 million; research and development expenses rose to $18.0 million from $11.1 million
Cash, cash equivalents and short- and long-term investments totaled $1.9 billion at September 30, 2026
Camden Property Trust announced its third quarter 2026 operating results, reporting a diluted EPS of $8.71 primarily driven by a gain on the sale of its California portfolio. The company updated its full-year 2026 earnings guidance and adjusted its same-property growth forecasts.
Diluted EPS for 3Q26 was $8.71, compared to $1.00 in 3Q25.
Core FFO per diluted share for 3Q26 was $1.71, compared to $1.70 in 3Q25.
The company sold its California portfolio for approximately $1.6 billion, recognizing a gain of about $1.0 billion.
Full-year 2026 diluted EPS guidance was revised to a range of $9.42 to $9.46.
nLIGHT reported third quarter 2026 revenue of $73.8 million, up 10.5% from a year earlier, with gross margin of 33.1% versus 31.1%, while its GAAP net loss widened to $7.2 million from $6.9 million. For the fourth quarter, it guided to revenue of $84 million to $90 million, but that range excludes about $15 million of product revenue now expected to ship in the first half of 2027 because of supply chain constraints.
Q3 2026 revenue was $73.8 million versus $66.7 million in Q3 2025, and Adjusted EBITDA was $11.05 million versus $7.1 million.
GAAP net loss was $7.2 million, or $0.12 per diluted share, compared with $6.9 million, or $0.14 per share, in Q3 2025.
Fourth quarter 2026 revenue guidance is $84 million to $90 million, with Adjusted EBITDA guided to $12 million to $18 million.
About $15 million of product revenue expected in Q4 2026 is now expected to be delivered in the first half of 2027.
Kingsway reported third quarter 2026 results with consolidated revenue up 4.5% to $38.9 million, driven by a 18.2% rise in KSX revenue to $22.4 million. The company posted a net loss of $3.2 million, wider than the $2.4 million loss a year earlier, and adjusted EBITDA of $2.0 million was slightly below $2.1 million. Shareholders see higher sales but a larger loss and flat adjusted EBITDA, while the company also disclosed organic growth figures for the first time.
Consolidated revenue rose 4.5% to $38.9 million from $37.2 million in the third quarter of 2025.
Net loss was $3.2 million versus $2.4 million a year earlier; adjusted EBITDA was $2.0 million versus $2.1 million.
Extended Warranty revenue fell 9.8% to $16.4 million, reflecting the sale of Trinity Warranty Solutions LLC; excluding Trinity it rose 5.9%.
Total net debt was $60.3 million at September 30, 2026, down from $62.4 million at December 31, 2025.
Morgan Stanley Direct Lending Fund reported third-quarter 2026 net investment income of $40.3 million, or $0.48 per share, up from $38.2 million, or $0.45 per share, in the prior quarter. Net asset value fell to $18.76 per share from $19.50, and the company reported a per-share net loss of $0.32, driven by net realized and unrealized losses. The Board also approved a lower base management fee and incentive fee effective January 1, 2027, and declared Q4 2026 distributions.
Net investment income was $40.3 million, or $0.48 per share, versus $38.2 million, or $0.45 per share, in the quarter ended June 30, 2026.
Earnings per share were $(0.32) versus $0.09 in the prior quarter; net realized losses were $38.2 million and net unrealized depreciation was $29.4 million in the quarter.
Total investment income was $86.1 million, down from $88.8 million, and net asset value per share was $18.76, down from $19.50.
Effective January 1, 2027, the base management fee falls from 1.00% to 0.75% and the incentive fee rate falls from 17.5% to 15.0%; declared Q4 2026 distributions are $0.45 regular and $0.015 supplemental per share.
BARK reported fiscal second quarter 2027 results for the period ended September 30, 2026. Net revenue of $87.6 million exceeded the top of its $83.0 million to $85.0 million guidance range but fell from $107.0 million a year earlier, while the net loss narrowed to $3.8 million from $10.7 million. The company reaffirmed its full-year fiscal 2027 guidance and said it has a preliminary, non-binding understanding to sell BARK Air's assets and license the brand starting January 1, 2027.
Net revenue was $87.6 million, above the guidance high end of $85.0 million, but down from $107.0 million in the prior-year quarter.
Net loss was $3.8 million, or $(0.43) per share, versus a $10.7 million loss, or $(1.25) per share, a year earlier.
Adjusted EBITDA was $2.0 million, compared with $(1.4) million a year earlier; cash rose to $19.0 million with no outstanding debt.
Full-year fiscal 2027 guidance was reaffirmed at $325.0 million to $340.0 million in net revenue and $7.0 million to $10.0 million in Adjusted EBITDA; the BARK Air arrangement remains subject to definitive documentation.
Neighborhood Intelligence reported third quarter 2026 revenue of $509 million, up 98% year over year, mainly from the acquisitions of Kirkland's and The Container Store. The company also posted a net loss of $26 million, compared with $5 million a year earlier, and gave a 2027 outlook of $2.0 billion to $2.1 billion in consolidated revenue. Revenue growth came from acquisitions, while the larger loss and negative adjusted EBITDA show the company has not yet reached profitability.
Q3 2026 net revenue was $509 million, up from $257 million, with $229 million of the increase from acquired businesses.
Net loss was $26 million, or $0.28 per share, compared with $5 million, or $0.07 per share, a year earlier.
Adjusted EBITDA was negative $26 million, compared with negative $5 million in the prior-year period.
The company expects 2027 consolidated revenue of $2.0 billion to $2.1 billion and gross margins of 33% to 34%.
Orion Properties reported third quarter 2026 revenue of $35.4 million, down from $37.1 million a year earlier, while Core FFO rose to $11.4 million, or $0.20 per diluted share, from $11.0 million, or $0.19. The company raised its 2026 Core FFO per share guidance to $0.75 to $0.78 from $0.72 to $0.77, and says its strategic options review is still ongoing with no assurance of a particular outcome.
Q3 2026 total revenues were $35.4 million, compared with $37.1 million in Q3 2025.
Q3 2026 net loss attributable to common stockholders was $(3.3) million, or $(0.06) per share, compared with $(69.0) million, or $(1.23) per share, in Q3 2025.
2026 Core FFO per share guidance raised to $0.75 to $0.78; net debt to adjusted EBITDA guidance improved to 5.8x to 6.4x.
Board declared a $0.02 per share dividend for Q4 2026, payable January 15, 2027.
Granite Ridge Resources reported third quarter 2026 oil and natural gas sales of $177.2 million, up from $112.7 million a year earlier, and production rose 9%. The company still posted a net loss of $10.1 million, or $0.08 per share, compared with net income of $14.5 million, or $0.11 per diluted share, in the prior-year quarter; the filing attributes the swing in part to a $52.7 million loss on commodity derivatives. The company also updated its 2026 guidance, declared a $0.11 quarterly dividend, and approved a share repurchase program of up to $35.0 million through December 31, 2027.
Oil and natural gas sales were $177.2 million for the quarter, versus $112.7 million in the third quarter of 2025.
Net loss was $10.1 million, or $0.08 per share; Adjusted EBITDAX (non-GAAP) was $107.3 million, versus $78.6 million a year earlier.
Daily production grew 9% to 34,641 Boe per day; 2026 production guidance is 34,000 to 35,000 Boe per day.
A $0.11 per share dividend is payable December 14, 2026, to holders of record as of November 27, 2026; the buyback authorization runs through December 31, 2027.
Power Solutions International reported third quarter 2026 net sales of $202.1 million, down 1% from a year earlier but up 32.5% from the second quarter, and diluted EPS of $1.30 versus $1.20. The company raised its outlook, now expecting second-half 2026 net sales to exceed second-half 2025 net sales, up from its earlier view of roughly flat, and said it is not providing formal full-year guidance. Quarterly operating income of $40.9 million was a record but included a $3.8 million tariff refund that the company says will not recur, and nine-month net income fell 45% to $54.1 million.
Q3 2026 net sales were $202.1 million, down 1% from $203.8 million in Q3 2025; gross margin was 29.7% versus 23.9%.
Net income was $29.9 million, or $1.30 per diluted share, versus $27.6 million, or $1.20, a year earlier; the prior-year period included a $0.30 per share tax benefit.
Second-half 2026 net sales are now expected to exceed second-half 2025 net sales, compared with the earlier expectation of approximately in line.
Total debt fell by $34.9 million during the quarter to $37.7 million, with cash of $72.0 million as of September 30, 2026.
Drilling Tools International furnished an investor presentation under Regulation FD that reaffirms its 2026 revenue and Adjusted EBITDA outlook and revises its capital expenditure and Adjusted Free Cash Flow outlook. The deck also details the pending Saltire Energy acquisition, which would be paid for with about $80 million in cash and 17.4 million DTI shares and requires DTI stockholder approval.
Q3 2026 revenue was $40.6 million and Adjusted EBITDA was $9.5 million, which the company says increased sequentially.
2026 guidance reaffirmed: revenue of $155 million to $170 million and Adjusted EBITDA of $35 million to $45 million.
Saltire consideration is about $80 million in cash plus 17.4 million DTI shares, with Saltire run-rate Adjusted EBITDA of $22.5 million and expected closing in Q1 2027.
Reformation reported fiscal third-quarter net revenue up 19.1% to $173.6 million and raised its full-year fiscal 2026 net revenue outlook to $610 million to $612 million. The company swung to a net loss of $(1.1) million, or $(0.02) per share, from net income of $5.0 million a year earlier, mainly due to higher IPO-related stock-based compensation.
Net revenue rose 19.1% to $173.6 million; DTC revenue was $152.8 million and wholesale and other was $20.8 million.
Net loss was $(1.1) million, or $(0.02) per share, versus net income of $5.0 million, or $0.10 per diluted share, a year earlier; IPO-related stock-based compensation in SG&A was $10.5 million.
Fiscal 2026 net revenue outlook raised to $610 million to $612 million, up from $602 million to $606 million.
Adjusted EBITDA rose 64.2% to $23.1 million; cash and cash equivalents were $97.7 million at quarter end.
Drilling Tools International reported third-quarter 2026 revenue of $40.6 million, up from $38.8 million a year earlier, while its net loss attributable to shareholders widened to $2.6 million, or $0.07 per share, from $0.9 million, or $0.03 per share. The company also cut the low end of its 2026 Adjusted Free Cash Flow outlook and raised its capital expenditure outlook, while saying it is on track to close the Saltire acquisition in the first quarter of 2027.
Q3 2026 revenue was $40.6 million versus $38.8 million in Q3 2025; Adjusted EBITDA was $9.5 million versus $9.1 million.
Net loss attributable to shareholders was $2.6 million, or $0.07 per share, versus a loss of $0.03 per share a year earlier; transaction expense was $2.2 million.
2026 capital expenditure outlook raised to $22 million to $23 million; Adjusted Free Cash Flow outlook revised to $13 million to $22 million from $17 million to $22 million.
Revenue and Adjusted EBITDA remain within prior guidance, with the company expecting to finish toward the lower end of both ranges.
Main Street Capital reported third quarter 2026 results in a press release furnished as Exhibit 99.1 to a Form 8-K. Total investment income rose 2% to $142.5 million, but net investment income fell 3% to $83.8 million ($0.89 per share, down from $0.97), and net assets from operations declined 5%, which shareholders should weigh against the $34.22 per share net asset value, up from $33.92 at June 30, 2026.
Net investment income was $83.8 million, or $0.89 per share, versus $86.5 million, or $0.97 per share, in the third quarter of 2025.
Total investment income was $142.5 million, up 2% from $139.8 million a year earlier.
Net asset value was $34.22 per share at September 30, 2026, up from $33.92 at June 30, 2026, and the company declared a $0.30 per share supplemental dividend payable in December 2026.
Fidelity National Financial reported third quarter 2026 net earnings attributable to common shareholders of $633 million, or $2.37 per diluted share, compared with $358 million, or $1.33 per share, for the third quarter of 2025. Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, compared with $439 million, or $1.63 per share, in the prior year period. The company returned $143 million of capital to shareholders during the quarter through dividends and share repurchases.
Net earnings attributable to common shareholders were $633 million, or $2.37 per diluted share, for the third quarter of 2026.
Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, for the third quarter of 2026.
F&G's assets under management before reinsurance reached $76.2 billion as of September 30, 2026.
FNF returned approximately $143 million to shareholders in the third quarter of 2026 through $138 million of dividends and $5 million of share repurchases.
Saul Centers reported third-quarter 2026 results with total revenue up to $78.4 million from $72.0 million a year earlier, while net income fell to $12.6 million from $14.0 million. Net income available to common stockholders dropped to $6.7 million, or $0.27 per share, from $7.7 million, or $0.32 per share, and funds from operations (FFO) per share held at $0.72. Management attributed $3.7 million of the net income decline to the initial operations of Hampden House, a residential and retail property that opened on October 1, 2025.
Total revenue for the quarter ended September 30, 2026 was $78.4 million, up from $72.0 million.
Net income available to common stockholders was $6.7 million, or $0.27 per basic and diluted share, versus $0.32 a year earlier.
FFO available to common stockholders and noncontrolling interests was $25.9 million, or $0.72 per share, flat with the prior-year quarter.
As of November 2, 2026, 267 of 366 Hampden House residential units (73.0%) were leased and occupied.
F&G Annuities & Life reported third-quarter 2026 net earnings to common shareholders of $736 million, or $5.48 per diluted share, up from $114 million, or $0.85 per share, a year earlier. Adjusted net earnings fell to $96 million, or $0.74 per share, from $165 million, or $1.22 per share, and total revenues declined to $1,131 million from $1,694 million, so the headline measures point in different directions for shareholders.
GAAP net earnings to common shareholders were $736 million ($5.48 per diluted share), including $648 million of net favorable mark-to-market effects excluded from adjusted results
Adjusted net earnings were $96 million ($0.74 per share), versus $165 million ($1.22 per share) in the third quarter of 2025
Assets under management before reinsurance were $76.2 billion as of September 30, 2026, up 7% from a year earlier; net sales were $1.4 billion versus $2.8 billion
Capital returned to shareholders in the first nine months of 2026 totaled $232 million, including $112 million of dividends and $120 million of share repurchases
Grindr reported third-quarter 2026 revenue of $141.4 million, up 22% from $115.8 million a year earlier, and raised its full-year 2026 outlook to $560 million in revenue and $236 million in Adjusted EBITDA. The company also posted a third-quarter net loss of $6.6 million, compared with net income of $30.8 million a year earlier, mainly due to $32.3 million in litigation-related costs, and gave an initial 2027 outlook of at least $705 million in revenue.
Q3 2026 revenue was $141.4 million, up from $115.8 million in Q3 2025.
Q3 2026 net loss was $6.6 million, versus net income of $30.8 million in Q3 2025; litigation-related costs were $32.3 million.
2026 outlook raised to $560 million in revenue and $236 million in Adjusted EBITDA.
Initial 2027 outlook is at least $705 million in revenue and at least $275 million in Adjusted EBITDA.
AerSale reported third quarter 2026 revenue of $91.6 million, up 28.6% from a year earlier, but posted a net loss of $15.0 million that includes a $13.4 million non-cash goodwill impairment charge. Adjusted EBITDA was $8.6 million, down from $9.5 million, and the company said a Boeing 737 aircraft sale previously expected in the third quarter is now expected to close in the fourth quarter.
Revenue of $91.6 million, up from $71.2 million in the third quarter of 2025, including $9.3 million of Flight Equipment sales
Net loss of $15.0 million, including a $13.4 million goodwill impairment, versus a net loss of $0.1 million a year earlier
Adjusted EBITDA of $8.6 million, or 9.3% of revenue, versus $9.5 million, or 13.3% of revenue, a year earlier
Liquidity of $23.1 million at September 30, 2026, including $3.9 million in cash and cash equivalents
Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.
Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.
Mattel reported third quarter 2026 net sales of $1,807 million, up 4%, and diluted EPS of $1.23 versus $0.88 a year earlier. The company said the gross margin gain was primarily driven by $88 million of tariff refunds, and its revised 2026 guidance excludes those refunds. The company also named Steve Totzke President and Chief Operating Officer, effective November 11, 2026.
Q3 2026 net sales were $1,807 million, up 4% as reported and 3% in constant currency
Q3 2026 net income was $354 million, an increase of $75 million; diluted EPS was $1.23 versus $0.88
Full-year 2026 adjusted EPS guidance is $1.05 to $1.20 and adjusted operating income guidance is $500 million to $570 million, excluding tariff refunds
Steve Totzke appointed President and COO effective November 11, 2026; Roberto Stanichi resigned as President, Chief Marketing and Brand Officer, effective November 10, 2026
Cloudflare reported fiscal third-quarter 2026 revenue of $782.5 million, up 39% year over year, and non-GAAP net income per diluted share of $0.38, up from $0.27. GAAP net loss widened to $34.1 million from $1.3 million, and the company disclosed restructuring and other charges of $11.0 million for the quarter and $161.7 million for the first nine months. The filing also announced Christian Smith's appointment as President of Revenue.
Q3 revenue of $782.5 million, up 39% year over year; GAAP gross margin 71.2%, down from 74.0%
GAAP net loss of $34.1 million, compared with $1.3 million in Q3 2025; non-GAAP net income of $143.7 million
Q4 2026 guidance: total revenue of $845.0 to $846.0 million and non-GAAP net income per share of $0.43
Christian Smith appointed President of Revenue, effective November 2, 2026
Callaway Golf reported third quarter 2026 net sales of $436.9 million, down 5.6% from a year earlier, while GAAP net income was $45.7 million compared with a net loss of $14.7 million in the prior-year quarter. The company raised its full-year 2026 net sales and Adjusted EBITDA outlook, but still expects fourth-quarter results to be down year over year.
Q3 Adjusted EBITDA was $35.9 million, up 17.3%; GAAP gross margin rose to 51.9%, up about 1,210 basis points.
Full-year 2026 net sales outlook raised to $2.065 billion to $2.078 billion, from $2.045 billion to $2.070 billion.
Full-year 2026 Adjusted EBITDA outlook raised to $272 million to $280 million, from $246 million to $260 million.
Q4 2026 net sales are estimated at $328 million to $341 million, versus $368 million a year earlier.
Fox Factory reported third-quarter fiscal 2026 results, with net sales down 10.1% to $338.4 million and a GAAP net loss of $109.6 million that includes a $121.3 million loss on divestitures. Adjusted EBITDA rose to $50.4 million, but that figure includes about $12 million of IEEPA tariff refunds, and the company updated its fourth-quarter outlook and narrowed its fiscal 2026 adjusted EBITDA range.
Net sales were $338.4 million, down from $376.4 million a year earlier; GAAP net loss attributable to FOX stockholders was $109.6 million, or $2.61 per diluted share, versus a $0.6 million loss a year earlier.
Adjusted EPS was $0.54 versus $0.23, and adjusted EBITDA was $50.4 million versus $44.4 million, including about $12 million of IEEPA tariff refunds.
Total debt fell to $397.4 million from $673.5 million at January 2, 2026, after the Marucci Sports divestiture closed on September 25, 2026.
Fourth-quarter outlook: net sales of $287 million to $313 million and adjusted EBITDA of $25 million to $30 million; fiscal 2026 adjusted EBITDA of $143 million to $148 million excluding tariff refunds.
Willdan reported third-quarter 2026 results for the period ended October 2, 2026, with net revenue up 18.1% to $112.2 million but net income down 13.6% to $11.9 million. The company raised its fiscal 2026 targets and gave preliminary fiscal 2027 targets, and said it closed the Mantis Innovation acquisition, which it called the largest in its history.
Q3 contract revenue $214.5 million, up 17.9%; GAAP diluted EPS $0.76, down 15.6%
Q3 adjusted EBITDA $28.3 million, up 22.4%; adjusted diluted EPS $1.20, down 0.8%
FY2026 targets raised: net revenue $435 million to $445 million; adjusted diluted EPS $5.15 to $5.25
Preliminary FY2027 targets include contract revenue above $1 billion and adjusted EBITDA above $140 million
RenovoRx reported third-quarter 2026 revenue of $1.07 million, up from $266,000 a year earlier, and kept its full-year 2026 revenue guidance of $3.75 million to $4.25 million. The net loss widened to $3.6 million, or $0.08 per share, from $2.9 million, as selling, general and administrative expenses rose to $2.9 million from $1.7 million, so shareholders see faster sales growth alongside higher losses.
Q3 2026 revenue was $1.07 million versus $266,000 in Q3 2025; gross margin was about 82%.
Net loss was $3.6 million ($0.08 per share) versus $2.9 million ($0.08 per share) a year earlier.
Selling, general and administrative expenses were $2.9 million versus $1.7 million, which the company attributed to building commercial infrastructure.
Cash and cash equivalents were $10.4 million at September 30, 2026; the company says cash is sufficient into the second half of 2027.
AMN Healthcare reported third-quarter 2026 revenue of $717.3 million, up 13% from a year earlier, with GAAP diluted EPS of $0.83 versus $0.76 and adjusted diluted EPS of $1.16 versus $0.39. The company guided fourth-quarter revenue to $655 million to $670 million, 10-12% below the prior year, with operating margin of (0.1%) to 0.5%, so shareholders face a sharp expected slowdown after a quarter boosted by labor disruption revenue.
Q3 2026 revenue $717.3 million, up 13% year over year; GAAP net income $33.4 million
GAAP diluted EPS $0.83 vs $0.76 a year ago; adjusted diluted EPS $1.16 vs $0.39
Q3 labor disruption revenue $59 million vs $12 million in Q3 2025
Q4 2026 guidance: revenue $655-670 million, operating margin (0.1%) to 0.5%, labor disruption revenue assumed at $5 million vs $124 million in Q4 2025
Opendoor reported third-quarter 2026 results on November 5, 2026. Revenue rose 12% year-over-year to $1.02 billion, but the net loss widened to $218 million from $90 million a year earlier, and gross profit fell to $38 million from $66 million. The company guided to fourth-quarter revenue growth of at least 40% and an Adjusted EBITDA loss of $70 million to $85 million, and said it is behind its goal of positive Adjusted Net Income by the end of 2026.
Q3 2026 revenue of $1,022 million, up from $915 million in Q3 2025; homes purchased rose to 4,865 from 1,169.
Net loss of $218 million versus $90 million a year earlier; gross margin was 3.7% compared with 7.2%.
Q4 2026 outlook: revenue growth of at least 40% year-over-year and an Adjusted EBITDA loss of $70 million to $85 million.
Company said it is "currently behind" its goal of Adjusted Net Income positive by the end of 2026.
Quantum-Si reported third-quarter 2026 revenue of $212,000, down from $552,000 a year earlier, as it transitions from its Platinum instrument to the Proteus platform. Net loss narrowed to $22.3 million from $35.7 million, and the company lowered its full-year 2026 guidance for adjusted operating expenses and total cash usage while keeping the Proteus launch target of the second quarter of 2027.
Q3 2026 revenue was $212,000 versus $552,000 in Q3 2025; nine-month revenue was $814,000 versus $2.0 million.
Q3 2026 net loss was $22.3 million versus $35.7 million a year earlier; the prior-year quarter included $13.6 million of net lease termination expense.
Full-year 2026 guidance for adjusted total operating expenses was lowered to $87.0 million or less from $98.0 million or less; total cash usage guidance was lowered to $87.0 million or less from $93.0 million.
Cash, cash equivalents and marketable securities were $149.4 million as of September 30, 2026; the company expects cash to fund operations into the fourth quarter of 2028.
Global Net Lease reported third quarter 2026 revenue of $112.9 million and a net loss attributable to common stockholders of $67.1 million, with AFFO of $48.3 million, or $0.22 per share. The company raised the low end of its full-year 2026 AFFO per share guidance to $0.83 from $0.82, for a range of $0.83 to $0.85, and reaffirmed its Net Debt to Adjusted EBITDA range of 6.5x to 6.9x.
Q3 2026 revenue of $112.9 million; net loss attributable to common stockholders of $67.1 million
AFFO of $48.3 million, or $0.22 per share, for the third quarter of 2026
Full-year 2026 AFFO per share guidance now $0.83 to $0.85; gross transaction volume guidance now $750 million to $800 million
Repurchased about 6.6 million shares for $58.5 million in the third quarter; gross debt was $2.9 billion at quarter end
Barings BDC reported third quarter 2026 results for the period ended September 30, 2026. Net investment income fell to $27.2 million, or $0.26 per share, from $29.0 million, or $0.28 per share, in the prior quarter, while net asset value per share declined to $10.92 from $10.94, and the Board declared a $0.26 quarterly dividend.
Net investment income of $27.2 million, or $0.26 per share, versus $29.0 million, or $0.28 per share, in the quarter ended June 30, 2026
Net increase in net assets from operations of $24.6 million, or $0.24 per share, versus $18.3 million, or $0.18 per share, in the prior quarter
Net asset value per share of $10.92 as of September 30, 2026, down from $10.94; net debt-to-equity ratio rose to 1.24x from 1.18x
Quarterly dividend of $0.26 per share with a record date of December 2, 2026 and payment date of December 9, 2026; the company also priced a $396.3 million CLO on October 30, 2026
iRhythm reported third-quarter 2026 revenue of $221.6 million, up 14.9% from a year earlier, and raised its full-year 2026 revenue guidance to $890 million to $895 million. The GAAP net loss widened to $29.9 million, or $0.90 per share, from $5.2 million, or $0.16 per share, a year earlier, and the quarter included $49.8 million in litigation settlement charges.
Q3 2026 revenue of $221.6 million, up from $192.9 million in Q3 2025; gross margin was 74.2%
GAAP net loss of $29.9 million, or $0.90 per diluted share, versus a net loss of $5.2 million, or $0.16 per share, in Q3 2025
Litigation settlements of $49.8 million were recorded in the quarter
2026 revenue guidance raised to $890 million to $895 million, including about $16 million from the VitalConnect acquisition closed October 5, 2026
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