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).
Marcus & Millichap reported third quarter 2026 revenue of $208.4 million, up 7.5% from a year earlier, and net income of $1.0 million, or $0.03 per diluted share, compared with $0.2 million, or $0.01, in the third quarter of 2025. The company said the results are preliminary until it files its Form 10-Q, and it expects near-term challenges in the commercial real estate market to extend through 2026.
Total revenue was $208.4 million versus $193.9 million; brokerage commissions rose 7.4% to $174.1 million, with Middle Market and Larger Transaction Market brokerage revenue up 18.1%.
Adjusted EBITDA was $8.2 million versus $6.9 million; cost of services rose to 64.0% of total revenue, up 160 basis points.
Nine-month revenue was $582.8 million, up 14.0%, and nine-month net income was $1.8 million, or $0.05 per diluted share, compared with a net loss of $15.2 million.
The company repurchased 912,957 shares for $23.9 million in the first nine months and had about $90.1 million remaining under its repurchase program as of November 3, 2026.
During its Investor Day on November 5, 2026, Veeva Systems announced it expects its third quarter of fiscal year 2027 results to meet or exceed the preliminary guidance previously provided on August 26, 2026. Chief Financial Officer Brian Van Wagener presented slides detailing expected financial metrics including total revenue of $932 million to $935 million.
Total revenue is expected to be $932 million to $935 million, with subscription revenue at approximately $782 million.
Non-GAAP operating income is projected at $417 million to $420 million, with non-GAAP fully diluted net income per share of $2.33 to $2.34.
The Investor Day presentation and guidance update took place on November 5, 2026.
Avalanche Treasury Corp (AVAT) reported preliminary, unaudited third-quarter 2026 net income of approximately $54.6 million, or $1.53 per diluted share, with about $60 million from market-driven changes in the value of its AVAX holdings and realized losses. It also repurchased about 8% of its Class A shares at an average price of $1.14 and repaid its FalconX loan in full, and the full third-quarter results are due in November 2026.
Preliminary Q3 2026 net income of approximately $54.6 million, or $1.53 per diluted share; approximately $60 million of gains from market-driven changes in AVAX value and realized losses
Repurchased 2,889,440 Class A shares at an average of $1.14 per share, about $3.3 million in total, roughly 8% of Class A shares outstanding as of August 24, 2026
Held 13.31 million AVAX tokens as of September 30, 2026, with about 60% unlocked; about 91% was staked in September 2026
Conference call on November 19, 2026 at 4:00 p.m. ET to discuss third-quarter results
Mount Logan Capital reported third-quarter 2026 total revenues of $12.9 million, up 12% from $11.4 million a year earlier, and a net loss of $3.7 million versus $13.4 million in the third quarter of 2025. Basic loss per share was $0.33, compared with $1.64, and the company attributed the narrower loss mainly to transaction expenses from the prior-year TURN merger that did not recur. Segment Income fell to $3.2 million in the quarter, but year-to-date Segment Income rose 21% to $11.5 million.
Total revenues $12.9 million for Q3 2026, up 12% from $11.4 million in Q3 2025
Net loss $3.7 million, compared with $13.4 million in Q3 2025; basic loss per share $0.33 versus $1.64
Q3 Segment Income $3.2 million versus $4.2 million; year-to-date Segment Income $11.5 million, up 21%
Quarterly distribution of $0.03 per share payable November 30, 2026 to holders of record on November 19, 2026
Comstock reported third-quarter 2026 revenue of $17.9 million, up 34% from a year earlier, and net income of $0.6 million, up 9%. Adjusted EBITDA more than doubled to $2.3 million, although the quarter included a $1.0 million unrealized loss on its Jericho Energy Ventures equity investments. Headline revenue and profit measures improved for both the quarter and the first nine months, but the quarter's net income absorbed that investment loss.
Q3 2026 revenue was $17.9 million versus $13.3 million in Q3 2025; Adjusted EBITDA was $2.3 million versus $1.1 million.
Q3 diluted EPS was $0.06 versus $0.05; year-to-date diluted EPS was $1.05 versus $0.34, with year-to-date net income of $11.4 million.
Q3 net income includes a $1.0 million unrealized loss on Jericho (JEV) equity investments, which partially reverses a significant Q2 gain; the year-to-date gain remains up $3.7 million.
Managed portfolio grew to 115 assets, up from 91 a year earlier, including 12 new ParkX contracts in Q3.
Regency Centers reported third quarter 2026 net income attributable to common shareholders of $75.1 million, or $0.41 per diluted share, alongside Nareit FFO of $1.23 per diluted share. The company raised its full-year 2026 Core Operating Earnings guidance midpoint and increased its quarterly common stock dividend by 6% to $0.800 per share. Shareholders experienced higher year-over-year Same Property NOI growth and strong leasing spreads during the quarter.
Reported Q3 2026 Net Income Attributable to Common Shareholders of $75.1 million, or $0.41 per diluted share.
Raised full year 2026 Core Operating Earnings guidance range to $4.65 to $4.67 per diluted share.
Increased quarterly common stock cash dividend by 6% to $0.800 per share.
Same Property NOI increased year-over-year by 5.1% for the third quarter of 2026.
Tianci International reported fiscal 2026 results for the year ended July 31, 2026, in Exhibit 99.1 to this 8-K. Total revenue rose to $14,242,611 from $9,282,997, helped by $4,409,563 in first-year mineral sales, and the net loss narrowed to $2,454,798 from $2,686,357. Logistics revenue fell 0.7% and its gross profit percentage dropped to 2.29%, so the core business weakened even as total results improved.
Total revenue of $14,242,611 for the year ended July 31, 2026, versus $9,282,997 a year earlier.
Mineral sales, a new business, contributed $4,409,563 at a 7.43% gross profit percentage.
Net loss of $2,454,798 versus $2,686,357 in fiscal 2025; operations used $2,199,382 in cash.
A public offering completed in June 2026 produced net proceeds of $4,390,512.
Tucows reported third-quarter 2026 revenue of $100.0 million, up 1.4% from a year earlier, and a net loss of $10.3 million, down from $23.0 million in the third quarter of 2025. Gross profit and Adjusted EBITDA rose, but the company said gross profit was driven mainly by a large, non-recurring rate adjustment from renegotiating its mobile contract, and cash and restricted cash fell to $41.0 million from $60.2 million at the end of the second quarter.
Revenue of $100.0 million, up 1.4% year over year, driven by revenue growth at Ting.
Net loss of $10.3 million, or $(0.92) per share, versus a net loss of $23.0 million, or $(2.08) per share, in Q3 2025.
Adjusted EBITDA of $18.6 million, up 39.8% year over year, mainly due to the mobile contract re-rate in the Corporate segment.
Cash and restricted cash of $41.0 million at September 30, 2026, down from $60.2 million at June 30, 2026.
Diodes reported third quarter 2026 revenue of $532.6 million, up 35.8% from a year earlier, with GAAP net income of $43.7 million, or $0.95 per diluted share, versus $0.31 a year earlier. The company expects fourth quarter revenue of about $550 million, plus or minus 3%, and non-GAAP adjusted EPS of $1.35, plus or minus $0.10. The results are preliminary and unaudited and remain subject to revision until the Form 10-Q is filed.
Q3 2026 revenue $532.6 million, up 35.8% from $392.2 million in Q3 2025
GAAP EPS $0.95 per diluted share vs $0.31 in Q3 2025; non-GAAP EPS $1.18 vs $0.37
Q4 2026 outlook: revenue about $550 million (plus or minus 3%); non-GAAP EPS $1.35 (plus or minus $0.10)
Private placement of 0.00% Convertible Senior Notes due 2031 totaling $375 million
Iovance furnished an updated corporate presentation on November 5, 2026, for use at healthcare conferences and with analysts and stockholders. The presentation gives full-year 2026 revenue guidance of $410 million to $420 million, and its footnote states the midpoint is $55 million, or about 15%, above the previous range of $350 million to $370 million.
Full-year 2026 revenue guidance is $410 million to $420 million, up from a previous range of $350 million to $370 million.
The presentation cites about 80% year-over-year and about 22% quarter-over-quarter revenue growth in third-quarter 2026.
Cash, cash equivalents, short-term investments and restricted cash were about $382 million as of September 30, 2026, with runway stated as well into 2029.
Margin from cost of sales, excluding depreciation and amortization, was about 60% in third-quarter 2026 and 54% year to date.
NeOnc reported third-quarter 2026 results, with its net loss falling to $4.4 million from $8.6 million in the year-earlier quarter and total operating expenses declining to $5.8 million from $6.9 million. Cash and cash equivalents rose to $6.2 million at September 30, 2026, helped by a September registered direct offering of approximately $15 million gross, and the company said it will present NEO100 and NEO212 data on November 13, 2026.
Net loss attributable to common stockholders was $7.3 million, or $(0.28) per share, versus $8.6 million, or $(0.45) per share, in Q3 2025; the figure includes $2.8 million of noncash deemed dividends.
Cash and cash equivalents were approximately $6.2 million at September 30, 2026, up from approximately $2.0 million at June 30, 2026.
R&D expenses were $1.3 million, compared with $0.7 million in Q3 2025, while G&A expenses fell to $0.6 million from $0.9 million.
Data from NEO100 and NEO212 will be presented in two posters on November 13, 2026, at the Society for Neuro-Oncology Annual Meeting in Philadelphia.
PodcastOne said it expects record first-half revenue of $31.5 million and Adjusted EBITDA of $3.0 million, up 76% year over year, for the six months ended September 30, 2026. Second-quarter revenue is expected to be $15.2 million with Adjusted EBITDA of $1.4 million. These figures are preliminary, unaudited and subject to change, and the company's board has formed a special committee to evaluate inbound strategic interest, which may or may not lead to a transaction.
Expected first-half revenue of $31.5 million and Adjusted EBITDA of $3.0 million, up 76% year over year
Expected second-quarter revenue of $15.2 million and Adjusted EBITDA of $1.4 million
Special committee of independent directors formed after inbound interest from multiple strategic parties, first announced October 28; company intends to retain a financial advisor
Figures are preliminary and unaudited, not reviewed by MGO; no GAAP net income reconciliation was provided
Helios Technologies reported third-quarter 2026 net sales of $230 million, up 4% from the prior-year period, and GAAP diluted EPS of $0.53, up 71% from $0.31. The company raised its full-year 2026 sales outlook to $895 million to $902 million from $880 million to $900 million, while narrowing its adjusted EBITDA margin and adjusted diluted EPS ranges.
Q3 2026 net sales were $229.7 million, up 4%; the company cited 13% growth on a pro forma basis
Q3 GAAP diluted EPS was $0.53 versus $0.31; adjusted diluted EPS was $0.80, up 11%
FY2026 sales outlook raised to $895 million to $902 million; adjusted diluted EPS range narrowed to $3.08 to $3.15
Q4 2026 outlook: sales of $205 million to $212 million and adjusted diluted EPS of $0.60 to $0.67
Turtle Beach reported third-quarter 2026 net revenue of $84.7 million, up 5.3% from $80.5 million a year earlier, and net income of $4.4 million versus $1.7 million. The company reaffirmed its full-year 2026 net revenue guidance of $335 million to $355 million and adjusted EBITDA guidance of $44 million to $48 million, and said it expects capacity to resume share repurchases after the holiday season.
Q3 net revenue was $84.7 million, up 5.3% from $80.5 million; diluted EPS was $0.24 versus $0.08
Adjusted EBITDA was $8.1 million versus $11.0 million a year earlier; gross margin was 34.9%
Full-year 2026 guidance reaffirmed: net revenue $335 million to $355 million, adjusted EBITDA $44 million to $48 million
Nine-month net loss was $18.1 million; inventory rose to $79.8 million, up $23.2 million from the second quarter
Hyperliquid Strategies Inc (PURR) reported net income of $620.6 million for the quarter ended September 30, 2026. The filing says most of that figure came from $803.0 million in net unrealized gains on its HYPE token holdings, and it also included a $172.3 million income tax provision. The company also said it raised $911 million in equity and deployed $802 million, mainly to buy HYPE tokens, and that it has filed an application to become a futures commission merchant.
Net income of $620.6 million for the quarter, including $803.0 million in net unrealized gains on HYPE tokens and a $172.3 million provision for income taxes
Quarter-end HYPE holdings of 38.5 million tokens, up from 29.3 million at June 30, 2026, after 9.1 million tokens were bought for $785 million
Raised $911 million under its committed equity facility and reported $254.6 million in cash and cash-like instruments with zero debt
Stockholders approved on November 4, 2026 the issuance of shares under the ChEF Purchase Agreement above 19.99% of common stock, with 81,436,539 votes for
Pangaea Logistics Solutions reported third-quarter 2026 results, with GAAP net income attributable to the company of $38.3 million, or $0.59 per share, up from $12.2 million, or $0.19 per share, a year earlier. Total revenue was $219.1 million, and Adjusted EBITDA rose 81.3% to $52.4 million, which matters to shareholders because it shows a large year-over-year gain in earnings and cash generation. The board also declared a $0.10 quarterly dividend.
GAAP net income attributable to Pangaea of $38.3 million, or $0.59 per share, versus $12.2 million, or $0.19 per share, in Q3 2025
Total revenue of $219.1 million versus $168.7 million in Q3 2025; Adjusted EBITDA of $52.4 million, a 23.9% margin versus 17.1%
Average TCE rate of $20,414 per day versus $15,559 per day a year earlier; the company reported cash and equivalents of $144.9 million at September 30, 2026
Quarterly dividend of $0.10 per share, payable December 15, 2026, to holders of record on December 1, 2026
Consolidated Edison reported third-quarter 2026 net income of $766 million, or $2.07 per share, up from $688 million, or $1.91 per share, in the third quarter of 2025. The company also narrowed its full-year 2026 adjusted earnings per share guidance range to between $6.05 and $6.15.
Q3 2026 net income was $766 million ($2.07 per share) compared to $688 million ($1.91 per share) in Q3 2025.
First nine months of 2026 net income reached $1,998 million ($5.44 per share) versus $1,726 million ($4.84 per share) for the same period in 2025.
Full-year 2026 adjusted EPS guidance was narrowed to a range of $6.05 to $6.15 per share.
The company plans to invest approximately $797 million in climate resilience from 2026 through 2030.
Chesapeake Utilities reported third-quarter 2026 net income of $21.6 million, or $0.89 per diluted share, up from $19.4 million, or $0.82, a year earlier. The company also reaffirmed its 2026 capital expenditure guidance and its 2028 earnings guidance of $7.75 to $8.00 per share, and said it will joint venture 49 percent of the $1.2 billion Florida Energy Pathway project with NextEra Energy Resources. Shareholders may be affected by the planned equity program of up to $225 million.
Q3 2026 operating revenues were $195.8 million, up from $179.6 million; net income was $21.6 million versus $19.4 million
Nine-month 2026 diluted EPS was $4.40, up from $4.03 a year earlier
Joint venture with NextEra Energy Resources to finance and own 49 percent of the $1.2 billion, 97-mile Florida Energy Pathway project
New at-the-market equity program allows issuance and sale of up to $225 million of common stock; 2026 capital expenditure guidance of $550 to $600 million affirmed
Concentra Group Holdings Parent, Inc. reported its third quarter 2026 financial results, highlighting an 8.6% increase in revenue to $622.1 million and a 36.0% increase in net income to $67.8 million compared to the same period in 2025. Driven by this performance, the company raised its full-year 2026 financial guidance, declared a cash dividend of $0.0625 per share, and authorized a new $250 million share repurchase program.
Revenue for the third quarter of 2026 reached $622.1 million, up 8.6% year over year.
Net income for the quarter rose 36.0% to $67.8 million, with basic and diluted earnings per share at $0.52.
The board of directors declared a cash dividend of $0.0625 per share, payable on or about December 4, 2026.
A new share repurchase program was authorized to buy back up to $250 million of outstanding common stock.
Ameren Corporation announced its third quarter 2026 financial results, reporting a GAAP diluted EPS of $2.42 compared to $2.35 for the same period in 2025. Driven by strong year-to-date performance and infrastructure investments, the company raised its 2026 earnings guidance range and established its 2027 outlook.
Third quarter 2026 GAAP diluted EPS was $2.42 versus $2.35 in the third quarter of 2025.
Raised 2026 earnings guidance range to $5.35 to $5.55 per diluted share.
Established 2027 earnings guidance range of $5.70 to $5.90 per diluted share.
Planned infrastructure investments of $38.1 billion to support projected rate base growth through 2031.
Mettler-Toledo International Inc. reported third quarter 2026 net sales of $1.094 billion, representing a 6% increase compared to the prior-year period. Diluted earnings per share rose to $12.29 from $10.57, while adjusted EPS grew 13% to $12.57, driven by improving market demand and solid execution. Management also raised its full-year 2026 adjusted EPS guidance range to $47.70 to $47.90.
Reported net sales for the third quarter of 2026 increased 6% to $1.094 billion.
Diluted earnings per share were $12.29, compared with $10.57 in the third quarter of 2025.
Adjusted diluted EPS increased 13% to $12.57 from $11.15 in the prior-year period.
Full-year 2026 adjusted EPS is forecast to be between $47.70 and $47.90.
Monster Beverage Corporation reported third quarter net sales of $2.56 billion, representing a 16.7 percent increase compared to the same period in 2025. Net income for the quarter rose 8.4 percent to $568.4 million, or $0.29 per diluted share.
Net sales increased 16.7 percent to $2.56 billion for the third quarter ended September 30, 2026.
Net income grew 8.4 percent to $568.4 million, with diluted earnings per share at $0.29.
International net sales increased 28.1 percent to $1.20 billion, representing 47 percent of total net sales.
The company repurchased approximately 2.3 million shares for $100.0 million during the third quarter.
Red Violet, Inc. reported third quarter 2026 results with revenue up 20% to $27.8 million and net income up 29% to $5.4 million, or $0.35 per diluted share. The company also said operating cash flow reached a record $12.7 million and that it had no debt as of September 30, 2026. The filing contains no guidance changes, and the headline figures all improved year over year.
Revenue rose 20% to $27.8 million; gross margin rose to 76% from 73%.
Net income rose 29% to $5.4 million; diluted EPS was $0.35 versus $0.29 a year earlier.
Closed a public offering with net proceeds of $108.7 million; cash and Treasury holdings totaled $165.7 million with no debt.
Liberty Media reported third-quarter 2026 results with higher revenue, operating income and Adjusted OIBDA than in the same quarter of 2025, helped by one more Formula 1 race. Nine-month revenue was flat at $2.9 billion, and MotoGP results fell because it held two fewer races. The company also said its exchange of Dr. John Malone's high-vote Series B shares closed on November 4, reducing his voting power to about 3%.
Q3 2026 revenue was $1.2 billion, up from $1,085 million; operating income was $237 million, up from $158 million.
Q3 Adjusted OIBDA was $353 million versus $297 million; net earnings attributable to Liberty stockholders were $163 million versus $13 million.
Nine-month revenue was $2.9 billion, flat year over year, and nine-month operating income was $389 million versus $371 million.
The Malone share exchange closed November 4, 2026; his aggregate voting power fell to approximately 3%.
Amphastar reported third-quarter 2026 net revenues of $207.6 million, up 8% from $191.8 million a year earlier. GAAP net income was $37.8 million, or $0.87 per diluted share, compared with $17.4 million, or $0.37, in the prior-year quarter, which included a $23.1 million litigation provision. Gross margin fell to 48.0% from 51.4%, and the board authorized a $50 million increase to the share buyback program.
Net revenues $207.6 million vs $191.8 million in Q3 2025, up 8%
GAAP diluted EPS $0.87 vs $0.37; adjusted non-GAAP diluted EPS $1.14 vs $0.93
Gross margin 48.0% vs 51.4%, mainly from lower average selling prices and higher remediation-related manufacturing costs
Board authorized a $50 million increase to the share buyback program on November 4, 2026
ePlus reported second-quarter fiscal 2027 results with net sales up 9.7% to $667.9 million and GAAP diluted earnings per share up 7.6% to $1.56, and raised its full-year fiscal 2027 guidance. Services revenue fell 2.4%, and the company also declared a $0.27 quarterly dividend and announced that General Counsel Erica Stoecker will retire, with Amanda Dupree succeeding her.
Net sales rose 9.7% to $667.9 million, while services revenues fell 2.4% to $120.8 million
GAAP diluted EPS rose 7.6% to $1.56; non-GAAP diluted EPS rose 19.0% to $1.82
Guidance raised to upper single-digit growth in net sales and gross profit and low double-digit growth in adjusted EBITDA for fiscal 2027
Quarterly dividend of $0.27 per share payable December 16, 2026, to holders of record on November 24, 2026
Kingstone reported third-quarter 2026 net income of $17.6 million, or $1.19 per diluted share, compared with $10.9 million, or $0.74 per diluted share, a year earlier. The company raised and narrowed its 2026 diluted EPS guidance to $2.70 to $2.90 from $2.20 to $2.90, which matters to shareholders because it points to higher expected full-year earnings, though catastrophe losses and bond market losses affected the quarter.
Q3 2026 net income of $17.6 million, up 61.7%; diluted EPS of $1.19 versus $0.74 in Q3 2025.
Net premiums earned rose 30.2% to $62.4 million; direct premiums written rose 14.5% to $86.8 million.
2026 diluted EPS guidance raised to $2.70 to $2.90 from $2.20 to $2.90; net combined ratio outlook set at 79% to 83% from 81% to 86%.
Q3 catastrophe loss ratio was 7.5% versus 0.2% a year earlier; other comprehensive loss was $9.7 million after tax in the quarter.
PDF Solutions reported third-quarter 2026 revenue of $68.3 million, up 20% from a year earlier and up 11% from the second quarter, with GAAP diluted EPS of $0.16 versus $0.03 a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, but ending backlog fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier.
Total revenue $68.3 million in Q3 2026, up 20% from $57.1 million in Q3 2025
GAAP diluted EPS $0.16 vs. $0.03 in Q3 2025; non-GAAP diluted EPS $0.40 vs. $0.25
Ending backlog $247.2 million, down from $270.7 million in Q2 2026 and $292.0 million in Q3 2025
Company reaffirmed its 20% annual revenue growth target for 2026
Clarus reported third-quarter 2026 sales of $71.2 million, up 2.7% from $69.3 million a year earlier, and net income of $3.3 million ($0.09 per diluted share) versus a net loss of $1.6 million. The company raised its fiscal 2026 sales outlook to $251 million to $255 million and its adjusted EBITDA outlook to about $15 million to $17 million, while cash fell to $20.8 million and the strategic review of alternatives, including a possible sale of the business, continues with no set timetable.
Q3 2026 net income was $3.3 million, or $0.09 per diluted share, compared with a net loss of $1.6 million, or $(0.04), in Q3 2025.
Q3 2026 adjusted EBITDA was $6.8 million (9.6% margin), compared with $1.8 million (2.6% margin) a year earlier; the filing notes a benefit of about $0.6 million from IEEPA tariff refunds.
Full-year 2026 sales outlook is $251 million to $255 million, up from the prior $245 million to $255 million; free cash flow is now expected to be break even, versus a prior outlook of $6 million.
Cash and cash equivalents were $20.8 million at September 30, 2026, down from $36.7 million at December 31, 2025; the company reports no debt.
Reinsurance Group of America reported third-quarter net income available to shareholders of $456 million, or $6.92 per diluted share, up from $253 million, or $3.81 per diluted share, in the prior-year period. Adjusted operating income was $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, a year earlier. The board declared a regular quarterly dividend of $0.98 per share payable on December 1, 2026.
Net income available to shareholders rose to $456 million, or $6.92 per diluted share, for the third quarter ended September 30, 2026.
Adjusted operating income reached $558 million, or $8.49 per diluted share, compared to $310 million, or $4.66 per diluted share, in the prior-year quarter.
Consolidated net premiums totaled $5.4 billion for the quarter, marking a 25.0% increase over the prior-year period.
The board of directors declared a regular quarterly dividend of $0.98 per share, payable on December 1, 2026, to shareholders of record as of November 17, 2026.
Abacus reported third-quarter 2026 revenue of $76.9 million, up 22% from $63.0 million a year earlier, and GAAP net income of $14.5 million, up from $7.1 million. The company raised its full-year 2026 adjusted net income guidance to $104.5 million to $106.5 million and approved a 10% increase in its annual dividend to $0.22 per share, which reflects higher earnings and more cash returned to shareholders.
Q3 2026 total revenue $76.9 million vs. $63.0 million; diluted adjusted EPS $0.29 vs. $0.24
Adjusted EBITDA rose to $42.3 million from $37.9 million, but its margin fell to 55.0% from 60.2%
FY2026 adjusted net income guidance raised to $104.5 million to $106.5 million; Q4 adjusted EPS guided to $0.28 to $0.30
Annual cash dividend of $0.22 per share, up from $0.20; record date December 1, 2026, payable December 16, 2026
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
Braemar Hotels & Resorts released a third-quarter 2026 earnings investor presentation on November 5, 2026. Comparable RevPAR rose 14.4% to $284 and comparable Hotel EBITDA rose 20.7% to $12.9 million, and the company reaffirmed its one-time full-year 2027 guidance.
Q3 2026 comparable total hotel revenue was $95.2 million, up 9.9% from a year earlier
Comparable Hotel EBITDA margin rose 122 basis points to 13.6%
Four Seasons Scottsdale was sold on October 28, 2026 for $372.0 million
The Ritz-Carlton, Lake Tahoe refinancing closed October 30, cutting the spread by 60 basis points and extending maturity to 2031
Valhi reported third quarter 2026 net income attributable to its stockholders of $30.2 million, or $1.06 per share, compared with a net loss of $22.2 million, or $.78 per share, a year earlier. The gain was driven mainly by higher operating income from its Chemicals Segment, and the company also declared a regular quarterly dividend of $0.08 per share.
Q3 2026 net sales were $589.0 million, up from $503.5 million in Q3 2025, with Chemicals sales up $84.2 million, or 18%.
Chemicals operating income was $60.5 million in Q3 2026, compared with a loss of $15.9 million a year earlier.
A non-cash deferred income tax benefit of $12.1 million ($.28 per share) related to proposed currency regulations boosted Q3 2026 net income.
Dividend of $0.08 per share is payable December 17, 2026, to stockholders of record on November 19, 2026.
Playboy reported third-quarter 2026 revenue of $31.7 million, up 9.4%, and net income of $1.9 million, up from $0.5 million a year earlier, with growth led by Honey Birdette and China licensing. Operating income rose to $4.0 million, helped by lower legal expenses and the release of a U.S. sales tax reserve, but the company still reported a net loss of $1.9 million for the nine months ended September 30, 2026. The company also agreed to acquire a Miami Beach property for a members club, with approximately $5.0 million of balance sheet cash committed.
Revenue was $31.7 million, up 9.4% from $29.0 million; Honey Birdette revenue rose 12.1% to $18.4 million.
Net income was $1.9 million, or $0.02 per share, compared with $0.5 million in the third quarter of 2025.
Adjusted EBITDA rose 95% to $7.9 million, the seventh consecutive quarter of positive adjusted EBITDA.
Nine-month net loss was $1.9 million; the company agreed to acquire a Miami Beach property and has committed about $5.0 million of cash.
Protagonist Therapeutics reported third quarter 2026 financial results, highlighted by net income of $220.0 million and license and collaboration revenue of $274.4 million, driven by partner payments following FDA approval of MIMRYLO. Cash, cash equivalents, and marketable securities reached $834.6 million as of September 30, 2026. The company also announced a $300 million share repurchase program authorized in September 2026.
Net income for the third quarter of 2026 was $220.0 million, or $3.07 per diluted share, compared to a net loss of $39.3 million, or $0.62 per diluted share, for the third quarter of 2025.
License and collaboration revenue reached $274.4 million for the third quarter of 2026, primarily driven by $266.6 million in proportional recognition from Takeda following the FDA approval of MIMRYLO.
Cash, cash equivalents, and marketable securities totaled $834.6 million as of September 30, 2026.
The Board of Directors authorized a $300 million share repurchase program announced on September 8, 2026.
EOG Resources released its third quarter 2026 operational and financial results, reporting a net income of $2.78 billion and diluted net income per share of $5.33. Total operating revenues reached $8.55 billion for the quarter ended September 30, 2026.
Reported third quarter 2026 net income of $2.78 billion, or $5.33 per diluted share.
Total operating revenues were $8.55 billion for the third quarter of 2026.
Net cash provided by operating activities totaled $3.81 billion for the quarter ended September 30, 2026.
Universal Insurance Holdings declared a total of 29 cents per share, made up of a 16-cent regular quarterly dividend and a 13-cent special dividend. Shareholders of record as of December 4, 2026 will receive the payment on December 11, 2026. The company said total dividends declared in 2026 now reach 77 cents per share.
Regular quarterly dividend of 16 cents per share plus special dividend of 13 cents per share, totaling 29 cents
Record date is December 4, 2026; payment date is December 11, 2026
Total dividends declared in 2026 reach 77 cents per share
TSS reported third-quarter 2026 revenue of $50.1 million, up 20% from a year earlier, with net income of $1.1 million compared with a net loss of $1.5 million in the prior-year quarter. The company raised its 2026 Adjusted EBITDA outlook to a range of $21 million to $23 million, but nine-month revenue of $140.5 million was down 24% from the prior-year period.
Q3 revenue $50.1 million, up 20%; Systems Integration revenue a record $16.1 million, up 75%
Q3 net income $1.1 million, diluted EPS $0.04, versus a net loss of $1.5 million and diluted EPS of ($0.06) a year earlier
2026 Adjusted EBITDA outlook raised to $21 million to $23 million
Nine-month revenue $140.5 million, down 24%, reflecting lower Procurement revenue
Kronos Worldwide reported third quarter 2026 net income of $34.8 million, or $.30 per share, compared with a net loss of $37.0 million, or $.32 per share, a year earlier. Net sales rose 18% to $541.1 million, driven by higher sales volumes and higher average TiO 2 selling prices, and segment profit reached $61.0 million. The company said end use demand remains below historical levels and expects softer fourth quarter demand and lower production volumes.
Q3 2026 net income $34.8 million ($.30 per share) vs. net loss of $37.0 million ($.32 per share) in Q3 2025
Q3 2026 net sales $541.1 million, up $84.2 million or 18%; TiO 2 sales volume rose 14%
Q3 2026 TiO 2 segment profit $61.0 million vs. a loss of $15.3 million in Q3 2025
Q3 2026 net income includes a $12.1 million non-cash deferred income tax benefit tied to proposed §987 currency regulations
Microchip Technology reported net sales of $1.622 billion for the second quarter of fiscal year 2027, representing a 42.2% increase from the same period last year. GAAP net income attributable to common stockholders reached $373.6 million, or $0.68 per diluted share, while non-GAAP net income was $559.2 million, or $0.97 per diluted share.
Net sales for the September 30, 2026 quarter were $1.622 billion, up 42.2% year-over-year and 9.2% sequentially.
GAAP EPS was $0.68 and Non-GAAP EPS was $0.97 per diluted share for the quarter.
The company returned approximately $247.6 million to common stockholders through dividends during the September quarter.
December quarter net sales are projected to be down 3% to up 1% sequentially, with a midpoint of down 1%.
NLI Holdings reported third quarter 2026 net income attributable to stockholders of $12.7 million, or $.26 per share, compared with a net loss of $7.8 million, or $.16 per share, a year earlier. For the first nine months of 2026, net income was $26.0 million, or $.53 per share, versus a net loss of $6.8 million, or $.14 per share, in the same period of 2025, driven by higher CompX and Kronos results. The filing furnishes a press release and contains no guidance.
Q3 2026 net sales of $44.0 million, up from $40.0 million; CompX segment profit rose to $6.4 million from $4.8 million
Kronos net sales of $541.1 million in Q3 2026, up $84.2 million, or 18%, from Q3 2025
Kronos income from operations was $57.9 million in Q3 2026, versus a loss of $19.2 million a year earlier
Q3 2026 net income included a $3.7 million ($.06 per share) non-cash deferred tax benefit at Kronos
IBEX reported record first-quarter fiscal 2027 results for the quarter ended September 30, 2026, with revenue up 15.9% to $175.2 million and diluted EPS up 19.6% to $0.99. The company raised its full-year fiscal 2027 revenue and adjusted EBITDA guidance, which signals management expects stronger results for the year.
Revenue $175.2 million, up 15.9% from $151.2 million; net income $14.8 million versus $12.0 million
Diluted EPS $0.99 versus $0.82; adjusted diluted EPS $1.10 versus $0.90
Revenue guidance raised to $720 million to $735 million from $700 million to $715 million
Adjusted EBITDA guidance raised to $96 million to $99 million from $90 million to $94 million
On November 5, 2026, Lam Research's board approved a $25 billion share repurchase authorization and a quarterly dividend of $0.33 per share. The authorization supplements remaining balances from the prior program and has no termination date. At the November 3, 2026 annual meeting, stockholders re-elected all 10 director nominees, approved executive pay on an advisory basis, and ratified KPMG LLP, but did not approve a stockholder proposal to call special shareholder meetings.
Board authorized up to $25 billion in share repurchases; the program may be suspended or discontinued at any time and does not obligate the company to buy any stock.
Quarterly dividend of $0.33 per share, payable January 6, 2027, to holders of record on December 2, 2026.
Advisory say-on-pay proposal passed with 93.12% of votes cast in favor.
Stockholder proposal on the right to call special shareholder meetings was not approved: 42.22% for, 556,221,352 against.
Karman Space & Defense reported third-quarter 2026 revenue of $201.6 million, up 65.6% from a year earlier, and net income of $20.9 million, or $0.16 per diluted share, versus $0.06 a year earlier. The company raised its fiscal 2026 revenue outlook to $755 million to $760 million and its adjusted EBITDA outlook to $225 million to $227 million, which gives shareholders a higher expected full-year range.
Q3 revenue $201.6 million, up 65.6%; organic growth of 25% per the company
Net income $20.9 million ($0.16 per diluted share) vs. $7.6 million ($0.06) a year earlier
Adjusted EBITDA $60.5 million, up from $37.7 million; adjusted EPS $0.19 vs. $0.10
Fiscal 2026 guidance raised to $755M-$760M revenue and $225M-$227M adjusted EBITDA; backlog $1.7 billion at September 30, 2026
Live Nation Entertainment reported third quarter 2026 financial results, posting revenue of $10.1 billion and operating income of $892 million, driven by strong global concert attendance and ticket sales. For shareholders, the results demonstrate continued double-digit top-line growth and strong cash generation supporting ongoing venue investments.
Quarterly revenue reached $10.1 billion, representing a 19% increase compared to the third quarter of 2025.
Operating income for the quarter was $892 million, up 13% year-over-year.
Adjusted operating income (AOI) grew 14% to $1.18 billion for the third quarter.
Global fan attendance rose 19% to 61 million for the quarter, led by strong international market growth.
Essential Utilities filed an 8-K furnishing American Water's unaudited financial statements for the quarter and nine months ended September 30, 2026, as Exhibit 99.1. The filing is tied to the pending merger under which Essential would become a wholly owned subsidiary of American Water, and the merger has not yet closed.
American Water third-quarter 2026 operating revenues were $1,510 million, up from $1,451 million a year earlier.
Third-quarter net income attributable to common shareholders was $387 million, compared with $379 million, with diluted EPS of $1.94 in both periods.
Nine-month diluted EPS was $4.56 versus $4.47, and the merger remains subject to customary closing conditions, including regulatory approvals.
Funko reported third-quarter 2026 results, with net sales up 3.0% to $258.3 million and net income of $7.5 million, or $0.13 per diluted share, compared with $0.9 million, or $0.02, a year earlier. The company reiterated its full-year 2026 guidance for net sales, gross margin and adjusted EBITDA, so shareholders have no change to the outlook.
Q3 net sales rose 3.0% to $258.3 million; Core Collectibles rose 4.8%, while Loungefly fell 9.8%
Adjusted EBITDA was $32.1 million, up from $24.4 million; gross margin was 45.2%, up from 40.2%
Full-year 2026 guidance reiterated: net sales flat to up 3%, gross margin 46% to 47%, adjusted EBITDA $100 million to $110 million, including a $25.4 million second-quarter tariff-related benefit
American Healthcare REIT, Inc. reported third quarter 2026 GAAP net income of $31.2 million, or $0.14 per diluted share, alongside normalized funds from operations of $0.58 per diluted share. Driven by strong portfolio growth and $1.69 billion in senior housing acquisitions during the quarter, the company raised its full-year 2026 guidance for Same-Store NOI growth and normalized FFO.
GAAP net income attributable to controlling interest was $31.2 million, or $0.14 per diluted share, for the quarter ended September 30, 2026.
Normalized Funds From Operations reached $0.58 per diluted share, and total portfolio Same-Store NOI grew 13.8%.
Full-year 2026 NFFO per diluted share guidance was raised to a range of $2.23 to $2.26.
Acquired approximately $1.69 billion of new investments in the SHOP segment during the third quarter.
Moelis & Company reported third-quarter 2026 results with revenue up year over year, and its board declared a $0.65 per share quarterly dividend. The company said the revenue increase reflects higher average fees earned per completed transaction, and it reported record first nine months revenue of $1,154.7 million.
Q3 2026 GAAP revenue was $425.6 million, up from $356.9 million; adjusted revenue was $425.6 million, up 13% from $376.0 million
Q3 2026 GAAP diluted EPS was $0.74 versus $0.67; adjusted diluted EPS was $0.75 versus $0.68
Nine-month 2026 GAAP diluted EPS was $1.83 versus $1.84 in the prior year period; adjusted EPS was $1.87 versus $1.86
Quarterly dividend of $0.65 per share is payable December 17, 2026 to holders of record on November 16, 2026; cash and short-term investments were $658.7 million with no debt
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