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).
EVgo reported third quarter 2026 results, with total revenue down 1% year-over-year while charging network revenue rose 29%. The net loss widened to $49.2 million, and the company updated its full-year 2026 guidance. The board also received a non-binding, unsolicited proposal from LS Power to acquire the shares it does not own for $2.00 per share in cash, which could affect shareholders if pursued.
Total Q3 2026 revenue was $91.4 million, down 1% from $92.3 million, while charging network revenue rose 29% to $71.8 million.
Q3 2026 net loss was $49.2 million, compared with $28.4 million in Q3 2025; adjusted EBITDA loss narrowed to $3.5 million from $5.0 million.
Updated 2026 guidance: total revenue of $375 million to $400 million and adjusted EBITDA loss of $15 million to $30 million.
On November 2, LS Power Equity Advisors proposed to acquire EVgo's Class A shares not already owned by LS Power for $2.00 per share in cash; a special committee of independent directors is reviewing it.
Pono Capital Four and Blackstar Orbital Technologies signed a First Amendment to their Merger Agreement on November 5, 2026. The amendment lowers the Base Purchase Price used to set the Parent Shares paid to Blackstar securityholders, increases the equity plan share reserve, and extends the outside closing date. The filing says the rest of the Merger Agreement is unchanged, and the Business Combination still requires Pono shareholder approval.
Base Purchase Price reduced from $380,000,000 to $200,000,000, which sets the number of Parent Shares paid to Blackstar securityholders
Parent Shares reserved under the Equity Incentive Plan at Closing increased from 6,000,000 to 7,400,000
Company Outside Closing Date extended from March 31, 2027 to June 30, 2027
TEN Holdings reported third-quarter 2026 revenue of $640,000, up 17.9% from a year earlier, but its net loss rose 87.9% to $3,734,000. The loss reflects a $1.8 million write-off of previously capitalized service contracts and about $0.5 million in legal expenses, which the company calls non-recurring. Shareholders also face a change in finance leadership, as Ian M. Lawson became interim chief financial officer effective September 30, 2026.
Revenue was $640,000 versus $543,000 a year earlier; gross margin fell to 59.2% from 74.6%.
Net loss was $3,734,000, or $(0.31) per share, compared with $1,987,000, or $(0.84) per share, in the third quarter of 2025.
The company cited a $1.8 million write-off of capitalized service contracts and about $0.5 million in legal expenses.
Ian M. Lawson was appointed interim chief financial officer, effective September 30, 2026.
Clean Energy Technologies, Inc. sold FuFront AI Pte. Ltd. a convertible promissory note with a principal amount of $2,000,000 for the same purchase price, with funding received and the transaction closed on November 4, 2026. The note carries 12% annual interest, matures October 3, 2027, and can convert into common stock at a discount to recent trading prices, which could dilute existing shareholders.
Principal of $2,000,000 at a purchase price of $2,000,000; closed November 4, 2026
Interest accrues at 12% per annum; note matures October 3, 2027
Convertible six months after issuance at 85% of the lowest traded price over the prior ten trading days
Conversion limited to 4.99% beneficial ownership, and to 2,432,004 aggregate shares absent Nasdaq Rule 5635(d) shareholder approval; holder deducts $1,750 per conversion for fees
Faraday Future issued one share of newly created Series A Preferred Stock to Executive Chairman Jiawei Wang for $100 on November 4, 2026. The share gives Wang 500,000,000 votes, but only on a proposed reverse stock split, so it strengthens the chairman's influence over that vote and changes the approval threshold for it.
One Series A Preferred share sold to Executive Chairman Jiawei Wang for $100.00, closed November 4, 2026.
The share carries 500,000,000 votes, limited to the Reverse Stock Split Proposal, and mirrors votes cast by common stockholders.
The share is redeemed for $100.00 automatically upon stockholder approval of the reverse split, or earlier at the Board's discretion.
Approval of the reverse split now requires a majority of combined voting power, including the Series A share.
AST SpaceMobile said it will build its own 20-ton rocket, named Blacklift, to launch BlueBird satellites, starting in late 2028. It will pay about $800 million upfront for a license to make Firefly's Miranda and Vira engines and $500 million under a supply and services agreement. The filing gives no revenue, profit, or guidance figures, so its effect on financial results cannot be measured from this document.
Upfront license consideration of about $800 million: $400 million in cash plus 10 to 14 million Class A shares, based on a forward VWAP calculation
Supply and services agreement: $250 million for engines for the first three Blacklift launches and $250 million for engineering support over three years
Blacklift is designed for up to five BlueBird satellites per launch, with launches starting in late 2028
Company will host a Blacklift unveiling event on Thursday, November 12 in New York City
CPS Technologies reported fiscal third-quarter 2026 revenue of $8.9 million, up from $8.8 million a year earlier, with gross margin of 20.9% versus 17.1%. For the nine months, the company posted an operating loss of $423,415 compared with operating income of $542,659 a year earlier, and it signed a lease for an 80,000-square-foot facility in Attleboro, Massachusetts.
Q3 revenue of $8.9 million versus $8.8 million in the prior-year quarter
Q3 gross profit of $1.9 million, or 20.9% of revenue, versus 17.1% a year earlier
Q3 operating income of $357,747 versus $276,082; nine-month operating result was a loss of $423,415 versus income of $542,659
Company signed a long-term lease for an 80,000-square-foot facility in Attleboro, Massachusetts, about twice its current size
Gogo and its subsidiary GIH signed a third amendment to their 2021 credit agreement, converting $544.4 million of term loans into new 2026 Extended Term Loans that mature October 31, 2030. The amendment requires $75 million of prepayments through December 31, 2027 and sets a higher interest margin of 5.75% over SOFR, so shareholders gain more time on debt maturities but pay more in interest and face required debt repayments.
2026 Extended Term Loans of $544.4 million mature October 31, 2030; Initial Term Loans of $33.4 million mature April 30, 2028
Required prepayments: $25.0 million on the November 6, 2026 closing date, $30.0 million by December 31, 2026, and $20.0 million by December 31, 2027
Interest at SOFR plus 5.75% or an alternate base rate plus 4.75%; quarterly amortization begins March 31, 2027
Amendment adds certain foreign subsidiaries as guarantors and grants additional collateral on a pari passu basis with the HPS Credit Agreement
Jaguar Health held a special meeting of stockholders on November 6, 2026, and all six proposals were approved. The approvals cover a reverse stock split at a ratio between 1-for-2 and 1-for-150, to be set by the board, and a reduction in the floor price of an equity line agreement with C/M Capital from $16.50 to $1.10 per share. The reverse split was approved under the Votes Cast Standard but not under the Majority of Outstanding Standard, as the filing notes.
Special meeting held November 6, 2026; 3,383,169 of 7,802,102 shares of common stock outstanding as of the September 15, 2026 record date were represented.
Reverse stock split approved at a ratio of not less than 1-for-2 and not greater than 1-for-150; the board will set the exact ratio and announce it within one year.
Reverse split vote was 3,551,428 for and 222,394 against, but not approved under the Majority of Outstanding Standard.
ELOC Agreement floor price cut from $16.50 to $1.10 per share; 2,400,107 votes for and 158,386 against.
Star Holdings reported a third-quarter net loss attributable to common shareholders of $45.1 million, or $3.74 per share, for the quarter ended September 30, 2026. The loss reflects a non-cash mark-to-market adjustment of $53.1 million on its roughly 13.5 million Safehold (SAFE) shares, which reduced per-share earnings by $4.40. The company also raised cash through asset sales and cut its margin loan balance roughly in half, which matters to shareholders because the company says it plans to realize value mainly through asset sales and active asset management.
Q3 2026 net loss attributable to common shareholders: $45.1 million, or $3.74 per share
Non-cash SAFE adjustment of $53.1 million reduced earnings per share by $4.40
Sold municipal debt securities portfolio for $50.2 million, with a $4.5 million gain
Sold Coney Island land parcel for $20.0 million with a $4.7 million profit; margin loan reduced from $94.5 million to $46.5 million
Kestrel Group reported a third-quarter 2026 net loss of $16.4 million, or $2.09 per share, on total revenues of $4.8 million. Program Services fee income rose 203% year over year to $2.9 million, while the Legacy Reinsurance segment posted a $6.4 million underwriting loss. Management is targeting about $5 million in run-rate expense savings over the next year.
Q3 2026 net loss of $16.4 million, or $2.09 per share; total revenues of $4.8 million
Program Services fee income of $2.9 million, up 203% year over year; premium produced of $121.2 million, up 132%
Legacy Reinsurance segment underwriting loss of $6.4 million, including a $6.5 million loss in the Diversified business
Targeting approximately $5 million in run-rate expense savings over the next twelve months
Churchill Capital Corp XI (CCXI) completed its business combination with Agility Robotics on November 4, 2026, after shareholders approved it on November 2, 2026. The filing says the aggregate consideration was $2.5 billion and that Agility stockholders will hold about 79.1% of the combined company, so existing CCXI public shareholders will hold a much smaller share. The included unaudited pro forma figures show large net losses and minimal sales, which matter to shareholders assessing the combined company's financial position.
Business combination completed November 4, 2026; aggregate consideration to Agility securityholders was $2,500,000,000.
25,451,804 CCXI Class A shares were redeemed for cash from the trust account; 15,948,196 CCXI public shares remain outstanding in the pro forma table.
Pro forma net loss was $407.7 million for the six months ended June 30, 2026, on net sales of $175 thousand, versus a pro forma net loss of $143.9 million for 2025.
Pro forma cash and cash equivalents were $447.2 million as of June 30, 2026, after the transaction adjustments.
DTE Energy Company furnished unaudited financial statements for its indirect subsidiary, DTE Gas Company, for the quarter ended September 30, 2026. DTE Gas reported a net loss of $29 million for the third quarter and net income of $176 million for the first nine months of 2026. These results provide transparency into the operating performance and financial condition of the utility subsidiary for shareholders.
DTE Gas reported operating revenues of $211 million for the third quarter ended September 30, 2026, compared to $207 million for the same period in 2025.
Net loss for the third quarter of 2026 was $29 million, improving from a net loss of $36 million in the third quarter of 2025.
For the nine months ended September 30, 2026, net income was $176 million, compared to $175 million for the first nine months of 2025.
Global Self Storage reported third-quarter 2026 results for the period ended September 30, 2026. Revenue rose 0.6% to $3.2 million and FFO and AFFO grew, but net income fell 16.0% to $417,000 and same-store occupancy slipped to 92.9% from 93.2% a year earlier. The company maintained its $0.0725 quarterly dividend and reported capital resources of about $24.3 million.
Total revenues rose 0.6% to $3.2 million; net income fell 16.0% to $417,000, or $0.04 per diluted share.
FFO rose 5.8% to $1.1 million ($0.09 per diluted share) and AFFO rose 4.7% to $1.1 million ($0.10 per diluted share); both are non-GAAP measures.
Same-store NOI fell 0.6% to $2.0 million, with cost of operations up 2.5% to $1.3 million.
Same-store occupancy was 92.9% as of September 30, 2026, versus 93.2% a year earlier; the quarterly dividend stayed at $0.0725 per share.
Ring Energy reported third-quarter 2026 results on November 5, 2026, with revenue down about 2% from the second quarter to $102.3 million, mainly on lower realized oil prices. The company posted a net loss of $16.6 million, or $0.06 per diluted share, compared with net income of $64.8 million in the prior quarter, which included a $41.0 million unrealized derivative loss this quarter, while adjusted net income rose 14% to $27.3 million.
Revenue $102.3 million, down about 2% from $104.7 million in Q2 2026; realized oil price $83.72 per barrel, down about 12%
Net loss $16.6 million ($0.06 per diluted share) versus net income $64.8 million in Q2 2026; includes a $41.0 million unrealized derivative loss
Adjusted net income $27.3 million ($0.10 per diluted share), up 14%; adjusted EBITDA $57.1 million, up 5%
Revolving credit facility borrowings reduced by $10.0 million to $350.0 million at September 30, 2026; Q4 2026 oil guidance 12,900 to 13,500 Bo/d
U.S. Physical Therapy reported third-quarter 2026 net revenue of $223 million, up 13% year over year, but posted a loss of $1.04 per share, compared with earnings of $0.48 per share a year earlier, mainly due to a non-cash contingent earn-out charge and noncontrolling interest effects described by the company. Management reaffirmed 2026 adjusted EBITDA guidance of $102 million to $106 million and declared a quarterly dividend of $0.46 per share.
Q3 2026 net revenue was $223 million, up 13% from Q3 2025; adjusted EBITDA was $28 million versus $24 million.
Q3 2026 loss per share was $1.04 versus earnings of $0.48 per share; adjusted earnings per share was $0.80 versus $0.66.
Full-year 2026 adjusted EBITDA guidance of $102 million to $106 million was reaffirmed.
Quarterly dividend of $0.46 is payable December 11, 2026, to holders of record on November 16, 2026.
NI Holdings reported third-quarter 2026 net income of $5.5 million, or $0.27 per basic share, compared with a net loss of $1.7 million, or $(0.08) per share, a year earlier. The improvement came mainly from a lower combined ratio, but gross premiums written fell 7.2% as the company continues to exit the Non-Standard Auto segment, which matters to shareholders because premium volume is shrinking.
Net income was $5.5 million for the quarter versus a $1.7 million loss in Q3 2025; nine-month net income was $18.2 million versus a $7.3 million loss.
Combined ratio improved to 93.6% from 109.1%, driven mainly by favorable prior-year loss reserve development in Non-Standard Auto.
Gross premiums written fell 7.2% to $54.3 million and net premiums earned fell 8.6% to $65.8 million; Non-Standard Auto premiums declined 100.2%.
Net investment income was $2.7 million, down 10.7%, as maturities and sales funded operating cash needs in Non-Standard Auto.
Kardigan said it completed enrollment in its Phase 2b KATALYST-AV trial of ataciguat in aortic stenosis, with 156 participants enrolled. It amended the protocol to assess the primary endpoint of aortic valve calcium at Week 48 instead, and the press release now puts topline data in the second half of 2027, which means a longer wait for shareholders.
156 participants enrolled in KATALYST-AV; baseline data from the first 139 were analyzed
Primary endpoint of aortic valve calcium moved to Week 48; an internal interim analysis is planned for Week 24
Press release gives topline data timing as second half of 2027, while the 8-K item text says second half of 2026
Investor webcast at the American Heart Association meeting on November 7, 2026, at 8:00 AM ET
Hawaiian Electric Industries reported third quarter 2026 GAAP net income of $35 million, or $0.20 per diluted share, up from $31 million, or $0.18, a year earlier. Non-GAAP Core net income fell to $23 million, or $0.13 per share, from $33 million, or $0.19, as the company absorbed $14 million of storm costs and a $51 million Pacific Current impairment, offset in GAAP results by gains tied to its American Savings Bank stake.
Total third quarter revenues were $1.01 billion, compared with $791 million in the third quarter of 2025.
GAAP diluted EPS was $0.20 versus $0.18; Core diluted EPS was $0.13 versus $0.19.
The quarter included $64 million of pre-tax gains related to HEI's American Savings Bank investment and a non-cash $51 million pre-tax asset impairment at Pacific Current.
Hawaiian Electric recorded $14 million of incremental pre-tax storm costs for August and September, and its Core net income was $28 million versus $40 million a year earlier.
NextNRG, Inc. closed a debt exchange on November 3, 2026, in which CEO Michael D. Farkas exchanged $7,000,000 of notes, interest and guarantee fees for 7,000 shares of newly designated Series D Convertible Voting Preferred Stock. The company says this reduces indebtedness and supports its efforts to meet Nasdaq's $2.5 million stockholders' equity requirement, but the filing states that the exchange alone does not satisfy that requirement. The Series D shares accrue an 18% annual cumulative dividend, are convertible into common stock at an initial $2.20 price, and carry voting rights, which may dilute common shareholders.
Exchange covered $3,629,924 in note principal, $2,749,169 in accrued interest and $620,907 in guarantee fees, with the closing on November 3, 2026
7,000 Series D shares carry an initial stated value of $1,000 per share, with a cumulative dividend of 18% a year compounding monthly
Initial conversion price is $2.20 per share; conversion and voting are capped at 1,684,224 shares, or 9.99%, until the Cap Release Date
Nasdaq requires at least $2.5 million in stockholders' equity; the exchange alone does not satisfy that requirement, and the company awaits a Nasdaq Hearings Panel decision
BOK Financial furnished a November 2026 investor presentation summarizing its third-quarter 2026 results. Net income was $159.9 million, or $2.64 per diluted share, down from $176.5 million, or $2.92, in the second quarter but up from $140.9 million, or $2.22, a year earlier. The presentation also shows the 2026 full-year outlook as of October 20, 2026, which shareholders can compare with the company's prior guidance.
Q3 2026 net income was $159.9 million, or $2.64 per diluted share, versus $176.5 million, or $2.92, in Q2 2026 and $140.9 million, or $2.22, in Q3 2025.
Q2 2026 results included a net gain from the exchange of Visa B shares and a loss from repositioning the available-for-sale securities portfolio; excluding these, Q2 net income would have been $156.5 million, or $2.59 per diluted share.
Net interest margin rose 9 basis points to 3.00%, and period-end loans grew $646 million, or 2.4%, to $27.7 billion.
The 2026 outlook as of October 20, 2026 shows net interest income of $1.43 billion to $1.44 billion and a provision expense below $10 million.
National HealthCare Corporation reported third-quarter 2026 net operating revenues of $407,971,000, up 6.6%, and adjusted net income of $28,154,000, up 13.8%. GAAP net income attributable to NHC fell to $13,637,000 from $39,239,000, and the company tied the adjusted gain mainly to 2026 facility acquisitions.
Net operating revenues were $407,971,000 for the quarter ended September 30, 2026, versus $382,661,000 a year earlier.
GAAP diluted EPS was $0.85 versus $2.50; adjusted diluted EPS was $1.76 versus $1.58.
Adjusted net income rose to $28,154,000 from $24,744,000, driven by the June 1, 2026 acquisition of five skilled nursing facilities and the July 1, 2026 acquisition of real estate from National Health Investors.
The GAAP decline reflects a $17,599,000 unrealized loss on marketable equity securities in the quarter, which the company excludes from adjusted results.
Minerva Neurosciences reported GAAP net income of $100.7 million for the quarter ended September 30, 2026, compared with a net loss of $2.7 million a year earlier. The company said the result was driven by a $109.6 million non-cash gain from changes in the fair value of its warrant liability, and excluding that gain and stock-based compensation, its adjusted net loss widened to $5.6 million from $2.5 million. For shareholders, the operating loss grew as research and development and general and administrative spending rose, and cash and equivalents fell to about $77.0 million.
GAAP net income of $100.7 million, or $1.94 per basic share and $(0.19) per diluted share, for the three months ended September 30, 2026, versus a net loss of $2.7 million a year earlier.
Non-cash warrant liability gain of $109.6 million; adjusted net loss was $5.6 million versus $2.5 million in the prior-year quarter.
R&D expense was $5.2 million versus $0.9 million, and G&A expense was $4.3 million versus $1.9 million.
Cash, cash equivalents, marketable securities and restricted cash were about $77.0 million at September 30, 2026, down from $82.4 million at December 31, 2025.
Immunocore reported third-quarter 2026 KIMMTRAK net revenue of $102.2 million, down from $103.7 million a year earlier, and a net loss of $14.2 million ($0.28 per share) versus a $0.2 million loss in Q3 2025. The company attributed the revenue decline mainly to U.S. wholesaler stocking in Q2 2026 and one extra week of U.S. sales in Q3 2025, and said underlying growth was about 10%. Nine-month revenue rose to $324.8 million from $295.5 million, and the nine-month net loss narrowed to $2.1 million from $5.5 million.
Q3 2026 net revenue was $102.2 million, versus $103.7 million in Q3 2025; the company cited about 10% underlying growth after adjusting for U.S. items
Q3 2026 net loss was $14.2 million ($0.28 per share), compared with $0.2 million ($0.00 per share) a year earlier
Nine-month 2026 revenue was $324.8 million, up from $295.5 million; nine-month net loss was $2.1 million ($0.04 per share)
Cash, cash equivalents and marketable securities were $901.3 million at September 30, 2026; the company expects about $120 million in sales-related rebate payments in Q4 2026
United Bancorp (UBCP) reported third-quarter 2026 net income of $1.4 million, or $0.25 per diluted share, down 27.4% from $1.9 million, or $0.34, a year earlier. Management attributed the decline to a $2,953,000 charge-off of a single commercial credit, which raised the quarter's provision for credit losses to $2,421,000. Total revenue rose 15.16% and pre-provision net revenue rose 66.45%, but the one-time loan loss reduced earnings for shareholders.
Q3 2026 net income of $1,401,000 and diluted EPS of $0.25, versus $0.34 in Q3 2025
Nine-month net income of $5,407,000 and diluted EPS of $0.94, versus $0.99 a year earlier
Single commercial borrower charge-off of $2,953,000 drove a Q3 provision for credit losses of $2,421,000
Non-GAAP pre-provision net revenue of $3,490,000 for Q3, up $1,393,000 year over year, including a $560,000 securities gain
Plains reported third-quarter 2026 results on November 6, 2026. Net income attributable to PAA fell to $363 million from $441 million, and diluted net income per common unit turned to a loss of $0.06 from a profit of $0.55, while adjusted EBITDA attributable to PAA rose 6% to $711 million on revenues of $15.2 billion. Management said the company is on track to meet full-year 2026 adjusted EBITDA guidance attributable to PAA of $2.880 billion, plus or minus $50 million, so unitholders see a mixed quarter: the operating measure grew, but reported profit declined.
Net income attributable to PAA was $363 million, down 18% from $441 million a year earlier.
Diluted net loss per common unit was $0.06, compared with earnings of $0.55 per unit in the third quarter of 2025.
Adjusted EBITDA attributable to PAA rose 6% to $711 million; revenues were $15.2 billion versus $11.6 billion.
Full-year 2026 adjusted EBITDA guidance attributable to PAA of $2.880 billion plus or minus $50 million was reaffirmed as on track, and a quarterly distribution of $0.4175 per unit was paid.
Plains All American reported third-quarter 2026 results on November 6, 2026. Revenue and adjusted EBITDA attributable to PAA rose, but net income attributable to PAA fell 18% and the per-unit result turned to a loss of $(0.06), which the company tied in part to a $358 million impact from repurchasing Series A preferred units. Management said it is on track to meet full-year 2026 adjusted EBITDA guidance of $2.880 billion, plus or minus $50 million.
Net income attributable to PAA was $363 million versus $441 million a year earlier; diluted net income/(loss) per common unit was $(0.06) versus $0.55.
Revenues were $15.173 billion versus $11.578 billion, and adjusted EBITDA attributable to PAA was $711 million, up 6%.
Full-year 2026 adjusted EBITDA attributable to PAA guidance of $2.880 billion plus or minus $50 million was reaffirmed as on track.
Distribution declared was $0.4175 per unit, up 10% from $0.3800 a year earlier.
DarkHorse Technologies reported third-quarter 2026 revenue of $3.0 million, up from $2.6 million a year earlier, and a net loss of $5.8 million, wider than the $4.2 million loss in the third quarter of 2025 but narrower than the $13.8 million loss in the second quarter of 2026. The company says the revenue gain mainly reflects the Cathedra Bitcoin operations acquired June 1, 2026, and the results have limited comparability with the prior year.
Revenue was $3.0 million in Q3 2026, versus $2.5 million in Q2 2026 and $2.6 million in Q3 2025.
Net loss was $5.8 million, or $0.65 per share, versus $4.2 million, or $1.49 per share, in Q3 2025.
Cash and cash equivalents were $8.8 million at September 30, 2026, up from $2.8 million at June 30, 2026.
Contracted power roughly doubled to about 100 MW after a 50 MW contract with Hopkinsville Electric System signed September 30, 2026.
60 Degrees Pharmaceuticals agreed on November 5, 2026, to offer inducement letters to holders of existing warrants, who would exercise 584,492 shares at a reduced $0.90 per share. The company expects gross proceeds of $526,042.80 before fees, and in exchange will issue new unregistered warrants for up to 1,168,984 shares, which could add to share count and dilute existing shareholders.
Holders would exercise existing warrants for 584,492 shares at a reduced $0.90 per share, with expected gross proceeds of $526,042.80 before fees.
New warrants for up to 1,168,984 shares, equal to 200% of the exercised shares, carry a $0.90 exercise price and cannot be exercised before stockholder approval.
H.C. Wainwright & Co. is placement agent, receiving a 7.5% cash fee, a 1.0% management fee and placement agent warrants for 43,837 shares.
Closing is expected on or about November 9, 2026, subject to customary conditions.
Koppers reported third-quarter 2026 net sales of $499.1 million, up 2.8% from a year earlier, but net income fell to $14.7 million and diluted EPS fell to $0.75 as raw material and logistics costs rose. The company also lowered its 2026 adjusted EPS and adjusted EBITDA forecasts while raising its free cash flow outlook. For shareholders, higher sales and strong year-to-date cash generation are offset by weaker earnings and a reduced profit forecast.
Net sales rose 2.8% to $499.1 million, but net income fell to $14.7 million from $23.8 million and diluted EPS fell to $0.75 from $1.17.
Adjusted EBITDA fell 18.2% to $58.0 million from $70.9 million, mainly due to higher raw material and logistics costs.
2026 adjusted EPS forecast was cut to $3.10-$3.25 from $3.80-$4.20; adjusted EBITDA forecast was cut to $220-$225 million from $240-$250 million.
Free cash flow forecast was raised to $115-$135 million from $110-$130 million; year-to-date free cash flow was a record $92.0 million.
Calumet reported third-quarter 2026 results, with sales of $1.68 billion, up from $1.08 billion a year earlier. Net income fell to $273.3 million from $313.4 million, and basic earnings per share were $2.91 versus $3.61, after non-cash derivative and RINs-related charges. Adjusted EBITDA rose to $322.0 million from $69.6 million, and the company said it has retired about $265 million of debt since July.
Q3 2026 sales of $1.68 billion vs. $1.08 billion in Q3 2025; net income of $273.3 million vs. $313.4 million
Basic EPS of $2.91 vs. $3.61 a year earlier; net income attributable to common shareholders of $256.4 million
Adjusted EBITDA of $322.0 million vs. $69.6 million; Adjusted EBITDA with Tax Attributes of $347.2 million vs. $92.5 million
Non-cash items included a $113.8 million unrealized derivatives loss and $176.7 million of RINs-related items; $150 million of 2028 Notes were redeemed on October 25, 2026
Dauch reported third quarter 2026 results with sales of $2.91 billion, up from $1.51 billion a year earlier, mainly because of the Dowlais acquisition. The company swung to a net loss attributable to Dauch of $45.3 million, or $(0.19) per share, compared with net income of $9.2 million, or $0.07 per share, a year earlier. It raised its full-year sales outlook but lowered its full-year Adjusted EBITDA range, so the results and guidance point in different directions for shareholders.
Third quarter sales were $2.91 billion versus $1.51 billion in Q3 2025; the Dowlais acquisition was the primary driver of year-over-year changes.
Net loss attributable to Dauch was $45.3 million, or $(0.19) per share, versus net income of $9.2 million, or $0.07 per share, in Q3 2025.
Adjusted EBITDA was $358.5 million, or 12.3% of sales, versus $195.7 million, or 13.0% of sales, a year earlier.
Full-year 2026 Adjusted EBITDA outlook was lowered to $1.35–$1.375 billion from $1.36–$1.425 billion, while the sales outlook was raised to $10.8–$10.875 billion from $10.6–$10.8 billion.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
MSG Rangers reported its first quarter results as a standalone company after its October 26, 2026 spin-off from MSG Knicks. Revenue rose 3% to $14.1 million, but the operating loss widened to $23.6 million and the net loss per share was $1.39, versus $0.89 a year earlier.
Revenues of $14.1 million for the quarter ended September 30, 2026, up $0.4 million, or 3%, from $13.7 million
Operating loss of $23.6 million, up $10.7 million from $12.8 million, driven mainly by higher SG&A and direct operating expenses
Net loss of $16.9 million, or $1.39 per share, compared with a net loss of $10.8 million, or $0.89 per share, a year earlier
Net cash used in operating activities was $71.2 million for the quarter, compared with $5.1 million a year earlier
MSG Knickerbockers Corp. reported results for the fiscal first quarter ended September 30, 2026, which include the New York Rangers business it spun off on October 26, 2026. Revenues rose 15% to $45.5 million and operating loss narrowed to $25.5 million, but net loss widened to $31.1 million, or $1.29 per share, from $8.8 million, or $0.37 per share, a year earlier. For shareholders, the top-line and operating results improved while the bottom-line loss grew.
Revenues of $45.5 million, up $6.0 million, or 15%, from the prior-year quarter, led by $3.1 million higher league distributions and $2.6 million higher food, beverage and merchandise sales
Operating loss of $25.5 million, improved $2.0 million, or 7%; adjusted operating loss of $20.0 million, improved $0.8 million, or 4%
Net loss of $31.1 million, or $1.29 per share, versus a net loss of $8.8 million, or $0.37 per share, a year earlier
Cash and cash equivalents fell to $40.0 million at September 30, 2026, from $164.5 million at June 30, 2026, after $146.3 million of cash used in operating activities
Array Digital Infrastructure reported third quarter 2026 results, with total operating revenues from continuing operations rising to $53.9 million from $47.1 million a year earlier. Net income attributable to Array shareholders from continuing operations fell to $69.6 million, or $0.81 per diluted share, from $108.8 million, or $1.25 per share, and the company reaffirmed its 2026 guidance, which it left unchanged.
Total operating revenues from continuing operations were $53.9 million, up from $47.1 million in the third quarter of 2025.
Diluted EPS from continuing operations was $0.81, compared with $1.25 a year earlier.
2026 guidance is unchanged: total operating revenues of $205-$215 million, Adjusted OIBDA of $60-$75 million, Adjusted EBITDA of $220-$235 million, and capital expenditures of $25-$35 million.
TDS said on September 1, 2026 that it is no longer pursuing its non-binding proposal to acquire the Array shares it does not own.
Alpha Metallurgical Resources reported a third-quarter 2026 net loss of $9.3 million, or $0.73 per diluted share, down from a $12.3 million loss in the second quarter but up from $5.5 million a year earlier. The company also issued 2027 operational guidance and said it has committed 3.5 million tons of domestic 2027 sales at an average of $135.48 per ton.
Q3 2026 net loss of $9.3 million ($0.73 per share), versus $12.3 million ($0.96 per share) in Q2 2026 and $5.5 million ($0.42 per share) in Q3 2025
Adjusted EBITDA of $29.4 million, up from $25.6 million in Q2 2026 but down from $41.7 million in Q3 2025
2027 guidance: 14.3 million to 15.7 million total tons shipped and cost of coal sales of $104.00 to $110.00 per ton
Stacker reclaimer at Dominion Terminal Associates damaged in a June storm; replacement expected to take a lengthy time, with insurer discussions ongoing
Sylvamo reported a third-quarter 2026 net loss of $199 million, or $4.98 per diluted share, driven by a $284 million loss from discontinued operations, primarily a noncash impairment tied to its Europe business. Sales from continuing operations of $645 million and adjusted operating earnings of $53 million were both lower than a year earlier but higher than the second quarter. The company also said it entered a put option agreement with Midas Atlantic Partners for a binding offer to acquire its Europe business, which it says would leave Sylvamo more focused on Latin America and North America.
Net sales from continuing operations were $645 million, versus $662 million in Q3 2025 and $614 million in Q2 2026.
Net loss was $199 million ($4.98 per diluted share), including a $284 million loss from discontinued operations.
Adjusted operating earnings were $53 million ($1.33 per diluted share), versus $72 million ($1.79) a year earlier.
Put option agreement with Midas Atlantic Partners for a binding offer to acquire the Europe business; dividend of $0.45 per share was paid Oct. 16.
Anika Therapeutics reported third-quarter 2026 revenue of $30.6 million, up 10% from a year earlier, and a narrower GAAP loss from continuing operations of $0.3 million. It raised the low end of its 2026 total revenue guidance and its 2026 adjusted EBITDA margin guidance, but cut its Commercial Channel growth guidance. In October, the FDA said the Hyalofast application is not approvable, which removes a near-term regulatory path for that product.
Revenue was $30.6 million versus $27.8 million; Commercial Channel rose 17% to $14.0 million and OEM Channel rose 5% to $16.6 million.
GAAP loss from continuing operations was $0.3 million, or $0.02 per diluted share, versus $3.2 million a year earlier; adjusted EBITDA was $5.1 million versus $0.9 million.
2026 total revenue growth guidance is now 6% to 10%, up from 5% to 10%; Commercial Channel guidance was cut to 9% to 13% from 12% to 18%.
In October, the FDA informed Anika that the Hyalofast pre-market approval application is not approvable, primarily based on the clinical data submitted.
Canopy Growth reported fiscal second-quarter 2027 results for the three months ended September 30, 2026, with consolidated net revenue up 22% to C$81.4 million, led by a 141% rise in international cannabis sales. Net loss increased by $35.7 million from the prior-year quarter because of $35.8 million of fair value charges on Canopy USA related assets, and gross margin fell to 29% from 33%. Shareholders get higher sales and a narrower adjusted EBITDA loss, but a larger reported net loss.
Consolidated net revenue was C$81.4 million, up 22%; Cannabis segment revenue was C$66.2 million, up 30%.
International markets cannabis revenue rose 141% to C$12.3 million from C$5.1 million, driven by Germany and Poland.
Net loss rose by $35.7 million, driven by $35.8 million of fair value charges on Canopy USA related assets.
Adjusted EBITDA loss was C$2.9 million, an improvement of C$0.2 million or 6%; Storz & Bickel revenue fell 4% to C$15.1 million.
Treace Medical reported third-quarter 2026 revenue of $48.3 million, down 4% from $50.2 million a year earlier, while its net loss narrowed to $12.6 million from $16.3 million. The company raised its full-year 2026 Adjusted EBITDA outlook to a loss of $1.0 million to $2.0 million, from a prior loss estimate of $3.0 million to $5.0 million, and narrowed its revenue range to $206 million to $210 million.
Q3 2026 revenue was $48.3 million, down 4% from $50.2 million in Q3 2025; the company said bunion kit sales volume excluding stocking distributors grew mid-single digits.
Q3 2026 net loss was $12.6 million, or $(0.19) per share, versus $16.3 million, or $(0.26) per share, a year earlier.
Q3 2026 Adjusted EBITDA was $0.3 million, compared with a loss of $2.6 million in Q3 2025.
Full-year 2026 revenue guidance is $206 million to $210 million, versus the prior $204 million to $212 million; cash usage reduction of about 50% was reiterated.
TeraWulf reported third-quarter 2026 revenue of $76.2 million, up from $50.6 million a year earlier, with HPC lease revenue of $63.0 million. Net income attributable to the company was $709.9 million, driven mainly by a non-cash $728.4 million change in fair value of warrant and derivative liabilities, while operating loss widened to $88.2 million and non-GAAP Adjusted EBITDA was $(12.8) million.
Q3 revenue $76.2 million vs. $50.6 million a year earlier; HPC lease revenue $63.0 million
Net income attributable to TeraWulf $709.9 million, including a $728.4 million warrant fair value gain; operating loss $88.2 million vs. $24.7 million a year earlier
Adjusted EBITDA $(12.8) million vs. $18.1 million a year earlier; $2.4 billion cash, cash equivalents and restricted cash at quarter-end
Charter Communications reported its third-quarter 2026 financial and operating results, highlighted by a pro forma net loss of $2.1 billion driven largely by a $6.3 billion franchise impairment charge. The company also announced a new operating model and a plan to achieve $2 billion in annualized operating expense savings over the next 18 months, alongside the recently completed Cox Communications acquisition.
Pro forma third quarter revenue declined 1.5% year-over-year to $16.5 billion, while actual revenue rose 9.1% to $14.9 billion following the Cox Transactions.
Pro forma net loss attributable to Charter shareholders reached $2.1 billion, primarily due to a $6.3 billion franchise impairment charge.
Charter announced a new plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months.
Spectrum Mobile added 508,000 pro forma lines in the third quarter, bringing total mobile lines to 13.5 million as of September 30, 2026.
Starwood Property Trust reported a third-quarter GAAP net loss of $389.7 million, alongside Distributable Earnings of $116.8 million, or $0.31 per diluted share. The company invested $3.2 billion during the quarter and repurchased $108 million of its common shares.
GAAP net loss of $389.7 million for the third quarter ended September 30, 2026, including a $336.6 million credit loss provision.
Distributable Earnings of $116.8 million, or $0.31 per diluted share.
Invested $3.2 billion in the quarter, bringing the commercial lending portfolio to a record $17.8 billion.
Repurchased $108 million of common shares and declared a dividend of $0.48 per share.
Interface reported third-quarter 2026 net sales of $366.7 million, up 0.6%, with GAAP diluted EPS of $0.67, down 14.1%, and adjusted diluted EPS of $0.68, up 11.5%. The company lowered its full-year net sales outlook to $1.440 to $1.455 billion from $1.455 to $1.485 billion, citing softer conditions in Europe, while reaffirming its full-year earnings guidance. For shareholders, adjusted earnings grew, but GAAP earnings fell and the sales forecast was cut.
Q3 2026 net sales were $366.7 million, up 0.6% (0.4% currency neutral), versus the prior-year quarter
GAAP diluted EPS was $0.67 versus $0.78 a year earlier; adjusted diluted EPS was $0.68 versus $0.61
Full-year 2026 net sales outlook cut to $1.440-$1.455 billion from $1.455-$1.485 billion; full-year earnings outlook reaffirmed
Net debt was $49.1 million as of October 4, 2026, down from $110.3 million at December 28, 2025
JBG SMITH reported third-quarter 2026 results, with Core FFO attributable to common shares of $12.7 million, or $0.22 per diluted share, up from $9.1 million, or $0.15, a year earlier. The company also reported a net loss of $82.0 million, or $1.41 per share, compared with a $28.6 million loss a year earlier, and the loss included $69.2 million of impairment losses. For shareholders, core operating earnings improved, but the larger loss reflects write-downs on real estate.
Core FFO was $12.7 million, or $0.22 per diluted share, for the three months ended September 30, 2026, versus $9.1 million, or $0.15, a year earlier.
Net loss was $82.0 million, or $1.41 per diluted share, versus $28.6 million, or $0.48, in the prior-year quarter; impairment losses were $69.2 million.
Same Store NOI at the company's share rose 3.3% to $60.8 million, and the Same Store multifamily portfolio was 94.4% leased as of September 30, 2026.
The Board declared a quarterly dividend of $0.175 per common share, payable November 25, 2026, to holders of record as of November 12, 2026.
Humana reported third-quarter 2026 financial results with GAAP earnings of $1.33 per share and an adjusted loss of $0.70 per share. The company raised its full-year 2026 adjusted EPS guidance to at least $9.50 while also expanding its CenterWell and Medicaid patient footprints.
Reported third-quarter 2026 GAAP EPS of $1.33 and an adjusted loss per share of $0.70.
Raised full-year 2026 adjusted EPS guidance to at least $9.50, up from the prior expectation of at least $9.00.
CenterWell Senior Primary Care grew by 146,800 patients year-to-date, representing a 30 percent increase.
Medicaid membership grew by 103,600 members, or 7 percent, year-to-date.
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