2,457 material Form 8-K filings that 2,074 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).
Mercer and one non-operating subsidiary filed voluntary Chapter 11 petitions on November 9, 2026, in the U.S. Bankruptcy Court for the Southern District of Texas, to implement a joint prepackaged plan of reorganization. The plan would exchange about $1.275 billion of Senior Notes, and Mercer warns that equity holders may suffer a significant loss on their investment if the plan is confirmed.
Chapter 11 petitions filed November 9, 2026; Mercer's operating subsidiaries have not filed and will continue operating in the ordinary course.
Disclosure statement says funded debt would fall from about $1.6 billion at the Petition Date to about $700 million upon emergence.
Rights Offering of up to $400.0 million in new-money liquidity, with a New ABL Facility of up to $300.0 million.
Voting deadline is December 10, 2026; Mercer expects to complete the restructuring by the end of calendar year 2026 and cites possible delisting of its common stock from Nasdaq.
EPAM Systems entered a $500 million fixed dollar accelerated share repurchase agreement with UBS on November 9, 2026, under its $1.8 billion buyback authorization. The company received an initial delivery of 2,550,695 shares, about $400 million at the November 9 closing price, with final settlement expected in the first quarter of 2027. The final share count will depend on the volume-weighted average share price over the term of the agreement, less a discount.
Company pays $500 million to UBS under the ASR Agreement dated November 9, 2026
Initial delivery of 2,550,695 shares expected by November 10, 2026, worth $400 million at the November 9 closing price
Final settlement expected in the first quarter of 2027; final share count set on completion
Funded with cash on hand and borrowings under the existing credit facility
Community Health Systems' subsidiary CHS/Community Health Systems plans a private offer to exchange any and all of its roughly $1.24 billion of 6.875% notes due 2029 for new 10.25% senior secured notes due 2035, and to seek consents to remove substantially all restrictive covenants and certain events of default from the old notes' indenture. Supporting holders of about 52% of the old notes have agreed to tender, and the filing says the company expects to obtain the necessary consents. The offer is not yet launched and may not be completed on the stated terms.
Exchange consideration is $970 principal of new notes per $1,000 of old notes after the early tender deadline, or $1,000 with a $30 early tender premium if tendered by 5:00 p.m. New York time on November 23, 2026
Expiration date is December 10, 2026, unless extended or terminated
Supporting holders agreed to tender about $643.7 million of old notes, about 52% of the outstanding $1,244,476,000 principal
New notes mature January 15, 2035 and carry a 10.25% interest rate payable semi-annually
CKX Lands agreed on November 8, 2026, to accept a $1,000,000,000 cash investment from Jacobs Private Equity II, LLC and other investors. After closing, the investors would own about 99.78% of the company's common stock on an as-converted basis, and Brad Jacobs would become Chairman and Chief Executive Officer, so existing shareholders would hold a very small share of the company after the deal.
Investors would provide $1,000,000,000 in cash, with JPE becoming the controlling stockholder after closing.
Preferred stock convertible into about 219 million common shares at $4.57 per share, plus warrants for about 219 million shares, after a 4.1744380:1 reverse stock split.
Stockholders as of the holding company reorganization date would receive an aggregate cash dividend of $20,800,660, paid seven days later, only if the investment closes.
Closing requires stockholder approval and antitrust approvals; either party may terminate if closing has not occurred by June 30, 2027.
Sezzle furnished an investor presentation dated November 9, 2026, which it may use with investors starting that day. The presentation raises fiscal 2026 adjusted net income guidance to $190.0 million from $185.0 million and adjusted earnings per diluted share guidance to $5.45 to $5.50 from $5.25, and reports 955,000 active subscribers as of September 30, 2026. Adjusted figures are non-GAAP, and the company says prior guidance was not recast for tax effects, so the comparisons are not direct.
FY2026 adjusted net income guidance of $190.0 million, up from $185.0 million in the August update
FY2026 adjusted net income per diluted share guidance of $5.45 to $5.50, up from $5.25
955,000 active subscribers as of September 30, 2026, up 68.1% year over year
Investor presentation (Exhibit 99.1) dated November 9, 2026 may be used beginning that date
Globa Terra Acquisition Corp, a special purpose acquisition company, entered into a business combination agreement dated November 8, 2026 with Nature's Ledger Inc., a carbon markets and environmental assets company. The filing gives an indicated Nature's Ledger pre-money equity value of approximately $323.8 million, subject to adjustments, and a proposed PIPE financing, and completion depends on approvals, financing and other closing conditions. Shareholders also vote on a deadline extension at a November 9, 2026 meeting, where approval would trigger a $0.03 per public share trust contribution.
Business combination agreement dated November 8, 2026 with Nature's Ledger Inc.; indicated pre-money equity value of approximately $323.8 million, subject to adjustments
Structure includes a SPAC merger, a continuance under the ABCA, and an amalgamation that makes Nature's Ledger a wholly-owned subsidiary of publicly traded parent Pubco
Extension meeting on November 9, 2026 at 10:00 a.m. Eastern Time; approval triggers a $0.03 per public share sponsor trust contribution
Board may elect up to eight additional one-month extensions, potentially extending the deadline to July 9, 2027
BHAV Acquisition Corp, a special purpose acquisition company, entered into a Business Combination Agreement on November 3, 2026 with Nemi Corp., a Texas corporation with operations in India. The agreement would merge BHAV with a subsidiary of Nemi, leaving Nemi's successor company, Pubco, publicly traded, with Nemi's shareholders receiving 40,000,000 newly issued shares valued at $400 million. Completion depends on conditions including BHAV shareholder approval, regulatory approvals, registration statement effectiveness and Nasdaq listing approval.
Nemi shareholders would receive 40,000,000 newly issued Pubco shares, representing an aggregate value of $400 million.
Either party may terminate the agreement if the business combination has not closed by June 20, 2027, or a later extended date.
Closing is targeted for the first quarter of 2027, with Nemi planning to file a Form S-4 registration statement targeted for November 2026.
Nemi's founder and CEO, Anirudh Ravi Narayanan, has agreed to a two-year lock-up on his shares from closing.
Lantheus entered a definitive agreement on November 8, 2026 to sell its contract development and manufacturing organization business and its Springfield, New Jersey manufacturing facility to PharmaLogic Holdings Corp. The sale is subject to customary closing conditions, and PharmaLogic will also supply lutetium Lu 177 dotatate to Lantheus under a long-term supply agreement, which matters to shareholders as a sale of a business unit with an ongoing supply relationship.
Agreement signed November 8, 2026 to sell the CDMO business and Springfield, New Jersey facility to PharmaLogic
Lantheus will provide transition services to PharmaLogic immediately following closing
PharmaLogic's Agilera franchise will manufacture lutetium Lu 177 dotatate for Lantheus under a long-term supply agreement
The filing does not state a purchase price or expected closing date
Hallador Energy reported third-quarter 2026 results with total revenue of $130.3 million, down 11% from a year earlier but up 28% from the second quarter. The company posted a net loss of $4.5 million, compared with net income of $23.9 million a year earlier, and total debt rose to $551.9 million after a $600 million construction bridge loan tied to its Turtle Creek gas project, which it targets for a final investment decision before the end of 2026.
Q3 2026 total revenue was $130.3 million, down from $146.6 million in Q3 2025 and up from $101.5 million in Q2 2026.
Net loss was $4.5 million, versus net income of $23.9 million in Q3 2025 and a net loss of $15.2 million in Q2 2026.
Adjusted EBITDA was $17.3 million, compared with $24.9 million in Q3 2025.
Total debt rose to $551.9 million at September 30, 2026, from $45.0 million at June 30, 2026, after a $600 million senior secured construction bridge loan facility.
Microvast reported third-quarter 2026 revenue of $45.8 million, down 62.8% from $123.3 million a year earlier, and a net loss of $76.8 million, including $35.7 million of non-cash impairment charges. The company said its available cash is expected to be insufficient to meet obligations over the next twelve months, and its going concern doubt has not been alleviated, so shareholders face significant uncertainty about refinancing its debt.
Q3 2026 revenue was $45.8 million versus $123.3 million in Q3 2025; gross margin fell to 5.2% from 37.6%.
Q3 2026 net loss was $76.8 million, compared with a net loss of $1.5 million in Q3 2025.
Cash, cash equivalents and restricted cash were $124.4 million at September 30, 2026; $41.7 million of convertible bonds are due on or before January 31, 2027.
Net cash used in operating activities was $65.4 million for the nine months ended September 30, 2026.
DoubleVerify said it expects the merger under its August 6, 2026 agreement to close in the fourth quarter of 2026, subject to remaining closing conditions. Under the merger, DoubleVerify will survive as a wholly owned subsidiary of Neptune BidCo US Inc., so shareholders will be affected by the completion timing and terms of the deal.
Merger Agreement dated August 6, 2026, with Neptune BidCo US Inc. (Parent) and Wallace Merger Sub Inc. (Merger Sub)
Company expects closing during the fourth quarter of 2026, subject to satisfaction or waiver of remaining conditions
After the merger, DoubleVerify continues as the surviving corporation and a wholly owned subsidiary of Parent
Filing is made under Regulation FD and restates terms of a previously announced transaction
Summit Midstream reported third quarter 2026 net income of $15.9 million, compared with $5.0 million a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $250 million to $260 million from $235 million to $255 million. Common stock dividends remain suspended, and the company's total net leverage ratio was approximately 3.9x as of September 30, 2026.
Q3 2026 net income $15.9 million vs. $5.0 million in Q3 2025; diluted EPS $0.58 vs. a loss of $0.13
Total revenues $183.0 million vs. $146.9 million a year earlier; Adjusted EBITDA $70.7 million vs. $65.5 million
2026 Adjusted EBITDA guidance raised to $250 million to $260 million from $235 million to $255 million
Common stock dividends remain suspended; Series A Preferred dividend payable to holders of record on December 1, 2026
Gores Holdings X said its unaudited financial statements for the three months ended September 30, 2025 should no longer be relied upon because of an error in calculating net loss per ordinary share. The restated basic and diluted net loss per share for that quarter is $(0.04), down from the previously reported $(0.65), while net income, the balance sheet and Trust Account amounts were not affected. Management also concluded that disclosure controls were not effective as of September 30, 2026 because of a material weakness in a review control.
Accretion of Class A shares was overstated by $27,471,919, with $31,069,071 reported instead of $3,597,152 for the three-month period.
Basic and diluted net loss per share for the three months ended September 30, 2025 is restated from $(0.65) to $(0.04).
Nine-month diluted Class B net loss per share is corrected from $(1.08) to $(1.10); the company says the error is not material.
The company has begun remediation, and WithumSmith+Brown has been briefed on the matter; the Q3 2026 Form 10-Q was filed November 9, 2026.
Tidewater reported third-quarter 2026 revenue of $360.4 million, up from $341.1 million a year earlier, and net income attributable to the company of $17.5 million, or $0.35 per diluted share, compared with a loss of $0.8 million a year earlier. The company also initiated 2027 revenue guidance of $1.70 to $1.75 billion and updated its 2026 revenue guidance to $1.43 to $1.44 billion, while closing a $500 million all-cash acquisition of Wilson Sons Ultratug Offshore.
Q3 2026 revenue of $360.4 million, up 5.3% from the second quarter of 2026
Q3 2026 net income of $17.5 million ($0.35 per diluted share), versus a $0.8 million loss a year earlier
Nine-month 2026 net income of $45.3 million, down from $114.8 million in the first nine months of 2025
2027 revenue guidance of $1.70 to $1.75 billion; 2026 revenue guidance updated to $1.43 to $1.44 billion
Reed's closed a private placement on November 9, 2026, issuing common stock to its majority stockholder, D&D Source of Life Holding, Ltd., for approximately $10.0 million in gross proceeds before offering expenses. The proceeds satisfied a requirement under the company's Senior Secured Loan and Security Agreement, as amended, to receive at least $10.0 million in cash equity contributions by November 20, 2026. The filing does not state the number of shares issued.
Issued common stock to majority stockholder D&D Source of Life Holding, Ltd. on November 9, 2026
Aggregate gross proceeds of approximately $10.0 million, before offering expenses
Met the loan agreement's requirement of at least $10.0 million in cash equity contributions due by November 20, 2026
Purchase Agreement was entered into October 28, 2026; its form was filed as Exhibit 10.1 to the November 3, 2026 8-K
JBS N.V. agreed to acquire Flora Produtos de Higiene e Limpeza S.A., a Brazilian personal care and household products company, from its controlling shareholder J&F, in a transaction valued at US$542 million including assumed debt. JBS also agreed to buy Canal Rural, a Brazilian agribusiness media company, for R$88.1 million, and both deals are related-party transactions to be paid mainly in JBS Class A shares, which would add to the share count and dilute existing holders.
Flora: R$2.968 billion purchase price (US$542 million enterprise value); equity consideration of US$367 million to be paid in JBS Class A shares and/or BDRs
Canal Rural: R$88.1 million purchase price, paid to J&F in Class A shares; the Ex-99.1 release gives a US$11 million transaction value
Share issuance is based on a reference price of R$66.82916 per share (US$12.20 30-day volume-weighted average), with about 31.4 million treasury shares, or 2.9% of the share count, cited in the market presentation
Both agreements were signed November 9, 2026, and the transactions are expected to close in December 2026, subject to customary closing conditions
Novanta reported third quarter 2026 results on November 9, 2026. GAAP revenue rose 23% to $305 million, while GAAP net income fell to $2 million from $10.7 million and GAAP diluted EPS fell to $0.05 from $0.30. The company also updated its full-year 2026 outlook, now expecting GAAP revenue of $1,135 million to $1,140 million, and said it closed its largest acquisition in company history, Riverpoint Medical.
Q3 2026 GAAP revenue was $305 million, up 23.1% from $247.8 million; Adjusted EBITDA rose 38.3% to $80.3 million.
GAAP operating income was $13.9 million versus $21.8 million a year earlier, and restructuring, acquisition, and related costs were $23.1 million.
Adjusted diluted EPS was $1.05, up 20.7% from $0.87; operating cash flow was $39.3 million versus $8.5 million.
For full-year 2026, the company now expects GAAP revenue of $1,135 million to $1,140 million and Adjusted EBITDA of $274 million to $277 million.
Elmet Group reported third-quarter 2026 results for the period ended October 2, 2026, with revenue up 55.6% to $79.6 million and net income of $8.3 million, or $0.24 per diluted share, compared with $1.6 million, or $0.08, a year earlier. Gross margin rose to 31.3% and open order backlog reached a company record $347.4 million, though nine-month net income fell to $3.5 million from $4.0 million and the release gives no new guidance.
Q3 revenue was $79.6 million versus $51.1 million a year earlier; gross profit margin was 31.3% versus 21.7%.
Adjusted EBITDA was $17.0 million, or 21.3% of revenue, versus $7.4 million, or 14.5%, in Q3 2025.
Q3 net income was $8.3 million, or $0.24 per diluted share, versus $0.08 per diluted share a year earlier.
Nine-month net income was $3.5 million, or $0.10 per diluted share, versus $4.0 million, or $0.20, for the nine months ended September 30, 2025.
Effective November 1, 2026, Matthew DiCanio became President and Chief Executive Officer, William K. Newton moved to Executive Chairman, and Tanner Newton became Executive Vice President and Chief Financial Officer. The filing also details new employment agreements and restricted stock grants to named executive officers, which set severance and change-in-control terms for shareholders to weigh.
Matthew DiCanio: President and CEO, base salary $785,000, target bonus 125% of base salary
William K. Newton: Executive Chairman, base salary $550,000, target bonus 85% of base salary
Tanner Newton: EVP and CFO, base salary $425,000, target bonus 75% of base salary
Restricted stock granted November 3, 2026 vests equally over four years; DiCanio received 164,894 shares
AST SpaceMobile reported third quarter 2026 revenue of $42.3 million, up from $14.7 million a year earlier, and a net loss attributable to common stockholders of $132.4 million, or $0.44 per share, compared with $122.9 million, or $0.45 per share, in the third quarter of 2025. The company said it remains on target for its revenue guidance of $150.0 million to $200.0 million and cited about $1.0 billion in non-dilutive Japanese government funding for satellite manufacturing and launch.
Q3 2026 total revenue was $42.3 million versus $14.7 million in Q3 2025; nine-month revenue was $88.6 million versus $16.6 million
Net loss attributable to common stockholders was $132.4 million, or $0.44 per share, versus $122.9 million, or $0.45 per share, a year earlier
Company remains on target for 2026 revenue guidance of $150.0 million to $200.0 million
Cash, cash equivalents and restricted cash were approximately $3.2 billion as of September 30, 2026
QXO Chairman and CEO Brad Jacobs said on a November 9, 2026 conference call that September sales were much stronger than expected and that the company pre-released third-quarter adjusted EBITDA of $557 million on revenue of $4.9 billion, an 11.4% margin. He also said his family office will lead a $1 billion cash investment in NYSE American-listed CKX Lands, under which he would own a majority stake and become its chairman and CEO while remaining QXO's chairman and CEO.
Preliminary Q3 adjusted EBITDA of $557 million on revenue of $4.9 billion, an adjusted EBITDA margin of 11.4%
Companywide pricing improved 2.2% year-over-year in Q3; daily sales rose 5.4% year-over-year across the company in October
$1 billion CKX investment: $900 million from Jacobs Private Equity and $100 million from co-investors led by Heritage Partners, with CKX stockholder approval still required
Long-term target of $4 billion adjusted EBITDA by 2030 before additional acquisitions, versus roughly $1.75 billion in current consensus estimates
Forge Nano Holdings said it completed its merger with HzO, Inc. on November 4, 2026, with HzO surviving as a wholly owned subsidiary. HzO stockholders were issued Forge Nano common stock as consideration, and part of that stock is held back for twelve months to secure post-closing adjustments and indemnification. The filing adds dilution from the new shares, but it does not provide HzO financial results or the effect on Forge Nano's earnings.
Merger consideration is based on a $55.0 million base purchase price, plus or minus closing cash, working capital, indebtedness and expense adjustments, divided by $10.00 per share.
Forge Nano issued 5,772,645 shares at the Effective Time, with 1,533,795 Holdback Shares held back for twelve months.
Shares received by HzO stockholders are locked up until the earlier of six months after the Effective Time or when the stock closes at or above $12.00 for 20 of 30 trading days.
HzO's CFO Jason Savod and President and COO Rachael Lerebours signed employment agreements with Forge Nano effective after the Effective Time.
Mesa Laboratories reported fiscal second-quarter revenue of $62.3 million, up 2.6%, and net income of $4.3 million, up 75.3%, or $0.75 per diluted share versus $0.45 a year earlier. The company also issued its first fiscal 2027 guidance, calling for revenue of $250 million to $255 million and adjusted EBITDA of $66 million to $68 million, and authorized a share repurchase of up to $40 million.
Q2 revenue $62.3 million, up 2.6%; adjusted EBITDA $17.3 million, up 21.1%, or 27.8% of revenue
Fiscal 2027 guidance (year ending March 31, 2027): revenue $250 million to $255 million; adjusted EBITDA $66 million to $68 million
Board terminated its 2005 buyback program on November 4, 2026 and authorized up to $40 million in repurchases through December 31, 2028
Savings Plan announced October 13, 2026 expects total pre-tax restructuring charges of $2.6 million to $3.4 million, mainly in the second half of fiscal 2027
Bakkt reported third-quarter 2026 revenue of $149.2 million, down 62.9% from $402.2 million a year earlier, mainly due to lower crypto trading volume and the loss of clients. The company posted net income of $14.3 million, or $0.31 per diluted share, versus a net loss of $14.9 million in Q3 2025, and the filing notes the result includes a $26.8 million non-cash gain on the Transchem warrants. It reiterated a full-year 2026 Total Transacting Volume target of approximately $3 billion and set a first-half 2027 target of approximately $6 billion.
Q3 2026 total revenue was $149.2 million versus $402.2 million in Q3 2025; net income attributable to Bakkt was $14.3 million, or $0.31 per diluted share
Adjusted EBITDA loss narrowed to $11.8 million from $14.8 million in Q3 2025 on a consistent basis
TTV was $147.9 million for Q3 2026; the company reiterated its approximately $3 billion full-year 2026 target and set an approximately $6 billion first-half 2027 target
Cash, cash equivalents and restricted cash were $37.3 million as of September 30, 2026, versus $50.7 million as of June 30, 2026
GeoVax Labs appointed Tyler O'Brien as interim Chief Executive Officer and Chairman of the Board effective November 8, 2026, and added Shahin Behroyan as a director effective November 5, 2026. The filing follows the resignation of five former directors effective October 23, 2026, and it references a dispute over the termination of a former executive, Mr. Dodd, for Cause, which the company says could lead to severance or litigation. Shareholders face a leadership change at the top of the company while a permanent CEO is sought.
Tyler O'Brien appointed interim CEO and Chairman of the Board effective November 8, 2026; will serve until a permanent principal executive officer is appointed or designated
Shahin Behroyan appointed to the Board effective November 5, 2026, to fill a vacancy from the resignation of five former directors effective October 23, 2026
Behroyan is not yet on any committee; Board determined he is independent under Nasdaq Rule 5605(a)(2)
Forward-looking statements cite a possible dispute with Mr. Dodd over termination for Cause, with potential severance of three times base salary and target bonus
JBS N.V. reported third-quarter 2026 results on November 9, 2026. Net sales rose 1% from a year earlier to $22.7 billion, but IFRS adjusted EBITDA fell 36% to $1,181 million and earnings per share fell to $0.15 from $0.52. Net leverage rose to 3.54x from 2.39x, which shows weaker profit and higher debt relative to earnings.
Net sales of $22.7 billion, up 1% from $22.6 billion in 3Q25
IFRS adjusted EBITDA of $1,181 million, down 36%; adjusted EPS of $0.16 vs. $0.54
Free cash flow was negative $167 million in 3Q26 vs. positive $383.5 million in 3Q25
Revolving credit facility raised to $4.2 billion from $3.5 billion; total liquidity of $8.2 billion
Armstrong World Industries said in an investor presentation for the Baird Global Industrial Conference on November 10 and 11, 2026, that it now expects higher full-year 2026 net sales but lower top-end adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow than its October 27, 2026 guidance. The company attributed the change to stronger net sales growth and accelerating inflationary pressures, so shareholders face a mix of higher revenue and narrower profit expectations.
Net sales guidance raised to $1,788 million to $1,803 million from $1,770 million to $1,800 million
Adjusted EBITDA guidance lowered to $602 million to $612 million from $605 million to $620 million
Adjusted diluted EPS guidance set at $8.30 to $8.40, down from $8.30 to $8.50 at the top end
Adjusted free cash flow guidance set at $380 million to $390 million, down from $380 million to $395 million
Babcock & Wilcox reported third quarter 2026 revenue of $290.8 million, up from $139.2 million a year earlier, and net income of $93.9 million, up from $35.1 million. Net income was lifted by an $85.1 million change in the fair value of customer warrants, and adjusted net income was $4.8 million. The company reiterated its 2026 Adjusted EBITDA target of $80.0 million to $105.0 million and issued a 2027 Adjusted EBITDA target of $125 million to $140 million.
Q3 2026 revenue of $290.8 million vs. $139.2 million in Q3 2025; Adjusted EBITDA of $17.7 million vs. $9.4 million
Net income of $93.9 million includes an $85.1 million change in fair value of customer warrants; adjusted net income was $4.8 million
Basic EPS of $0.61 vs. $0.30 in Q3 2025; Q3 bookings of $228 million and backlog of $2.5 billion
2026 Adjusted EBITDA target of $80.0 million to $105.0 million reiterated; 2027 target of $125 million to $140 million issued
Gladstone Investment Corporation reported net investment income of $4.8 million, or $0.12 per share, for the quarter ended September 30, 2026, down from $15.9 million, or $0.40 per share, in the prior quarter. Total investment income fell 14.8% to $24.2 million, while the net increase in net assets from operations rose to $17.1 million, helped by net unrealized appreciation, and net asset value per share rose to $16.43 from $16.24.
Net investment income was $4.8 million, or $0.12 per share, versus $15.9 million, or $0.40 per share, in the June 30, 2026 quarter.
Total investment income was $24.2 million, down from $28.4 million, mainly due to a $5.6 million decrease in success fee income.
Net increase in net assets from operations was $17.1 million, or $0.43 per share, compared with a decrease of $11.9 million, or $0.30 per share, in the prior quarter.
The quarterly distribution was $0.24 per share, unchanged from the prior quarter, and Walter H. Wilkinson Jr. resigned from the board on October 22, 2026.
Rackspace Technology reported third-quarter 2026 revenue of $609 million, down 9.3% from a year earlier, with Public Cloud revenue down 17.2% and Private Cloud revenue up 4.2%. The net loss narrowed to $54 million, or $0.21 per share, from $67 million, or $0.28 per share, a year earlier. The company raised its full-year 2026 revenue outlook by $35 million at the midpoint and kept its non-GAAP operating profit and Adjusted EBITDA outlook unchanged.
Q3 2026 revenue was $609 million, down 9.3% from $671 million in Q3 2025; Public Cloud fell 17.2% to $349 million and Private Cloud rose 4.2% to $260 million.
Net loss narrowed to $54 million ($0.21 per share) from $67 million ($0.28 per share); non-GAAP operating profit rose 12% to $36 million.
Full-year 2026 total revenue outlook is $2.51 billion to $2.56 billion, raised by $35 million at the midpoint; the profit outlook was maintained.
As of September 30, 2026, cash and cash equivalents were $108 million and total liquidity was $170 million; Q3 capital expenditures were $104 million.
P3 Health Partners reported third quarter 2026 revenue of $396 million, up 15% from a year earlier, and net income of $30.8 million versus a net loss of $69.5 million in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $90 million, moving the midpoint to $100 million, though the quarter also benefited from payer settlements and prior-year development.
Q3 2026 total revenue was $396 million, up 15% from $345 million a year earlier.
Q3 2026 Adjusted EBITDA was $20.9 million, compared with a loss of $45.9 million in Q3 2025.
Full-year 2026 Adjusted EBITDA guidance is now $90 million to $110 million, up from a lower low end.
Q3 medical margin of $43.9 million included favorable payer settlements; excluding these items it was $35.0 million.
Coherus Oncology reported third quarter 2026 net revenue from continuing operations of $14.3 million, up from $11.6 million a year earlier, and a narrower net loss from continuing operations of $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share. The company also announced a strategic prioritization plan that focuses tagmokitug development on esophageal cancer and reduces headcount by about 30%, with the CFO saying these benefits will be realized over the next two quarters.
Q3 2026 net revenue from continuing operations was $14.3 million, versus $11.6 million in Q3 2025; LOQTORZI revenue was $14.0 million, up 25% from $11.2 million.
Q3 2026 GAAP net loss from continuing operations was $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share, in Q3 2025.
Right-sizing reduces headcount by about 30% and is expected to lower core cash burn by $6 million to $7 million per quarter.
Cash, cash equivalents and marketable securities were $83.6 million at September 30, 2026, versus $172.1 million at December 31, 2025.
Lincoln Educational Services reported third-quarter 2026 revenue of $159.2 million, up 12.6% from $141.4 million, with net income of $4.7 million, up from $3.8 million. The company raised its full-year 2026 revenue guidance to $600.0 million to $605.0 million while reiterating its adjusted EBITDA guidance of $76.0 million to $80.0 million.
Q3 2026 revenue of $159.2 million, up from $141.4 million; net income of $4.7 million, up from $3.8 million
Diluted EPS of $0.15 versus $0.12; adjusted EBITDA of $17.4 million, up 30.8%
2026 revenue guidance raised to $600.0 million to $605.0 million; student start growth guidance narrowed to 10% to 12%
Board raised the share repurchase authorization by $30 million to $70 million total, with more than $37 million remaining
Surrozen reported a third-quarter 2026 net loss of $129.7 million, up from $71.6 million a year earlier, with no related-party research revenue after the TCGFB collaboration ended. Most of the loss came from non-cash fair value changes in tranche and warrant liabilities, and the company said October financings lifted pro forma cash to about $220.3 million, with runway into 2029.
Net loss was $129.7 million for the quarter ended September 30, 2026, including a $73.9 million non-cash loss on the tranche liability.
Research service revenue from a related party was zero, compared with $1.0 million a year earlier, after the TCGFB collaboration terminated effective November 2025.
Cash and cash equivalents were $100.4 million at September 30, 2026; pro forma cash was about $220.3 million after October financings.
The company plans to expand DUET Phase 2a enrollment from about 60 to 150 patients, with Phase 1b topline data expected in the second half of 2027.
BitGo reported third-quarter 2026 results on November 9, 2026. Total revenue fell to $2.9 billion, down 50.9% from a year earlier, driven mainly by lower digital asset sales in a soft crypto trading environment. Net income rose to $44.1 million, but the filing attributes it mainly to a $71.5 million unrealized gain on the company's digital asset treasury, and adjusted EBITDA was a loss of $4.3 million.
Total revenue of $2.9 billion, down 50.9% year-over-year and 34.1% sequentially
Net income of $44.1 million, versus a net loss of $19.0 million in Q2 2026, driven by a $71.5 million unrealized gain on digital assets
Adjusted EBITDA loss of $4.3 million, compared with a $13.5 million profit in Q3 2025
Repurchased $24.7 million of common stock during the quarter under a $50 million authorization
Lineage reported third-quarter 2026 results with total revenue down 1.2% to $1.36 billion, a GAAP net loss of $173 million ($0.68 per diluted share, versus a $0.44 loss a year earlier), and adjusted EBITDA down 7.0% to $317 million. CEO Greg Lehmkuhl said higher oil prices, constrained trucking capacity and tariff uncertainty created headwinds later in the quarter, and the company adjusted its full-year guidance to reflect pressures it expects to continue into the fourth quarter.
Q3 2026 AFFO fell 14.9% to $188 million, and AFFO per share fell 14.1% to $0.73.
Full-year 2026 guidance: adjusted EBITDA of $1.25 billion to $1.27 billion and AFFO per share of $2.86 to $2.98; the filing does not show prior guidance figures.
Quarterly dividend declared at $0.5325 per share, an annualized rate of $2.13 per share.
Same-store occupancy grew year over year for the second consecutive quarter; the conference call is on November 10, 2026, at 8:00 a.m. Eastern Time.
FreightCar America reported third quarter 2026 revenue of $76.5 million, down from $160.5 million a year earlier, and delivered 662 railcars versus 1,304. It posted adjusted EBITDA of $0.1 million and an adjusted net loss of $9.5 million, or $(0.28) per diluted share, compared with adjusted net income of $7.8 million a year earlier. The company reaffirmed its fiscal 2026 outlook, which matters to shareholders because it signals that management still expects the full-year targets it set on October 19.
Q3 2026 revenue was $76.5 million versus $160.5 million in Q3 2025; railcar deliveries were 662 units versus 1,304.
Adjusted EBITDA was $0.1 million (0.2% margin) versus $15.9 million (9.9% margin) a year earlier.
Backlog reached 2,660 units valued at $284.5 million at September 30, 2026, up 28% from $222.0 million.
Fiscal 2026 outlook reaffirmed: 3,100 to 3,300 railcars, revenue of $370 to $410 million, and adjusted EBITDA of $15 to $19 million.
Director Rodney A. Ferguson resigned from Launch One Acquisition Corp.'s board and its audit and compensation committees, effective immediately. The resignation leaves the audit committee with two members and the board without a majority of independent directors, so the company is out of compliance with two Nasdaq listing rules. The company says it intends to use Nasdaq cure periods and to appoint a new independent director, but no replacement had been named as of the report date.
Ferguson notified the company of his resignation on November 4, 2026, and said it was not due to any disagreement with the company.
The audit committee now has two members, Mr. Atwood and Mr. Rogers, below Nasdaq's three-member requirement; Nasdaq notified the company of this on December 6, 2026, a date later than the report's November 9, 2026 filing date.
Nasdaq notified the company on November 6, 2026 that the board no longer has a majority of independent directors.
No replacement director has been appointed, and the filing gives no assurance on timing.
AMCON Distributing reported results for the fiscal year ended September 30, 2026, with diluted earnings per share of $2.52 compared with $0.62 in the prior year. Sales rose to $3.12 billion from $2.82 billion, and the retail health food segment posted an operating loss while the wholesale segment reported operating income.
Net income available to common shareholders was $2.4 million, compared with $0.6 million in fiscal 2025.
Sales were $3.12 billion, compared with $2.82 billion in fiscal 2025.
Wholesale distribution segment operating income was $25.5 million; retail health food segment operating loss was $0.6 million.
Shareholders' equity was $117.0 million at September 30, 2026.
Genworth Financial said its Vice President and Controller, Darren W. Woodell, resigned to pursue a new opportunity, and the board appointed Chief Financial Officer Jerome T. Upton as interim Principal Accounting Officer effective November 6, 2026. The filing also notes Upton will become President and Chief Executive Officer effective January 1, 2027, following the retirement of Thomas J. McInerney.
Darren W. Woodell resigned as Vice President and Controller; the company accepted the resignation on November 6, 2026.
Jerome T. Upton, currently Executive Vice President and Chief Financial Officer, serves as interim Principal Accounting Officer until a permanent appointment is made.
Upton's compensatory arrangements will not change because of the accounting role.
Upton is slated to become President and Chief Executive Officer on January 1, 2027, when Thomas J. McInerney retires, as announced October 30, 2026.
Senseonics reported third quarter 2026 revenue of $19.6 million, up about 140% from a year earlier, and raised its full-year 2026 revenue guidance to $68 million to $70 million. The company's net loss widened to $32.7 million, or $0.50 per share, from $19.5 million, or $0.43 per share, a year earlier, as selling, general and administrative expenses rose to $32.3 million.
Q3 2026 total revenue was $19.6 million versus $8.1 million in Q3 2025; U.S. revenue was $16.8 million.
Full-year 2026 revenue guidance raised to $68 million to $70 million from $62 million to $66 million; gross margin guidance raised to more than 60% from 58% to 61%.
Q3 2026 net loss was $32.7 million, or $0.50 per share, compared with a net loss of $19.5 million, or $0.43 per share, in Q3 2025.
As of September 30, 2026, cash, cash equivalents, restricted cash and short-term investments totaled $126.6 million.
Harrow reported record third-quarter 2026 revenue of $99.3 million, up 39% year over year, and GAAP net income of $9.8 million, which included a $5.0 million litigation settlement gain. The company reaffirmed its full-year revenue guidance of $350 million to $365 million but lowered its Adjusted EBITDA guidance from $80 million to $100 million to more than $40 million, citing a first-half revenue shortfall, lower gross margins and higher spending.
Q3 2026 revenue of $99.3 million, up 39% year over year; branded revenue of $83.5 million.
GAAP net income of $9.8 million, including a $5.0 million litigation settlement gain, versus a net loss of $17.3 million in Q2 2026.
Full-year 2026 Adjusted EBITDA guidance cut from $80 million to $100 million to more than $40 million; revenue guidance of $350 million to $365 million reaffirmed.
Cash and cash equivalents were $75.3 million as of September 30, 2026.
REPAY reported third-quarter 2026 revenue of $153.4 million, up from $77.7 million a year earlier, as results included political media revenue and the KUBRA acquisition. The company still posted a net loss of $10.4 million, wider than the $6.6 million loss a year earlier, and cut its full-year normalized organic revenue growth outlook to 5%-6% from 7%-9%, while reiterating its revenue and adjusted EBITDA ranges.
Q3 2026 revenue of $153.4 million vs. $77.7 million in Q3 2025; organic revenue growth was 14%, including a 9-point contribution from political media revenue
Net loss of $10.4 million, or $(0.11) per share, vs. a net loss of $6.6 million, or $(0.08) per share, a year earlier; adjusted EBITDA rose to $50.9 million from $31.2 million
Full-year 2026 normalized organic revenue growth outlook lowered to 5%-6% from 7%-9%; free cash flow conversion target lowered to 20%-25% from 30%
Expected annualized KUBRA cost synergy run-rate exiting 2026 raised to $11 million from $8 million; revenue ($490-500 million) and adjusted EBITDA ($168.5-176 million) outlooks reiterated
Securitize reported third-quarter 2026 revenue of $18.6 million, up 13% from a year earlier, but posted a net loss of $66.3 million, compared with net income of $8.6 million from continuing operations in the prior-year quarter. The company said about $60 million of the loss was largely non-cash expenses and accounting charges tied mainly to its business combination and public listing. The Board also authorized a $50 million share repurchase program and the company agreed to acquire River One.
Total revenue was $18.6 million, up 13%; net loss per diluted share was $(0.41), versus $(0.05) in the prior-year quarter.
Adjusted EBITDA was a loss of $2.0 million, compared with positive Adjusted EBITDA of $3.6 million a year earlier.
On November 6, 2026, the Board authorized repurchases of up to $50 million of common stock through December 31, 2027, funded from cash on hand.
The River One acquisition is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
Casella Waste Systems reported third-quarter 2026 revenue of $559.2 million, up 15.2%, and adjusted EBITDA of $133.5 million, up 11.4%. GAAP results moved the other way: the company posted a net loss of $7.0 million, compared with net income of $10.0 million a year earlier, after a $13.6 million landfill development impairment charge. The company raised its 2026 revenue guidance, narrowed its adjusted EBITDA guidance, and now expects a full-year net loss instead of net income.
Q3 revenue was $559.2 million, up $73.9 million, or 15.2%, from the same period in 2025; adjusted EBITDA was $133.5 million, up 11.4%.
Q3 net loss was $(7.0) million, or $(0.11) per diluted share, versus net income of $10.0 million, or $0.16 per share, in Q3 2025; the period included a $13.6 million landfill development impairment charge.
2026 guidance: revenue raised to $2.100 billion to $2.110 billion; adjusted EBITDA narrowed to $475 million to $481 million; net loss guidance of $(10) million to $(4) million replaces prior net income guidance of $0 million to $6 million.
USA Rare Earth reported third-quarter 2026 revenue of $3.0 million and a loss from operations of $141.4 million, up from $15.9 million a year earlier. Net income attributable to the company was $11.7 million, compared with a net loss of $156.7 million a year earlier, but the adjusted net loss widened to $125.6 million and cash used in operating activities was $143.7 million.
Third-quarter loss from operations was $141.4 million, versus $15.9 million in the same quarter of 2025.
Third-quarter net income attributable to USA Rare Earth was $11.7 million, versus a net loss of $156.7 million; diluted EPS was $(0.02) versus $(1.64).
Adjusted net loss attributable to the company was $125.6 million, versus $25.6 million a year earlier.
Cash, cash equivalents and restricted cash were $1.2 billion at September 30, 2026, up from $359.9 million at December 31, 2025.
American Public Education reported third-quarter 2026 revenue of $169.1 million, up 3.6%, and diluted earnings per share of $0.32, up from $0.30, and said these results exceeded its guidance. The company raised its full-year 2026 guidance across key metrics, but third-quarter adjusted EBITDA fell to $17.5 million from $20.7 million and operating cash flow fell to $11.8 million from $21.7 million.
Q3 2026 revenue $169.1 million vs. $163.2 million a year earlier, up 3.6%; Military+ revenue down 0.5% to $82.7 million, partly due to about $6.0 million shifting into Q4 2026
Q3 2026 net income available to common stockholders $5.9 million vs. $5.6 million; diluted EPS $0.32 vs. $0.30
Q3 2026 adjusted EBITDA $17.5 million vs. $20.7 million; cash from operations $11.8 million vs. $21.7 million
Full-year 2026 revenue guidance $695.0 million to $701.0 million; diluted EPS guidance $2.59 to $2.84
Life360 reported third-quarter 2026 total revenue of $174.1 million, up 40% from a year earlier, with net income of $22.5 million, up 130%, including a $17.5 million investment fair value gain. The company narrowed its full-year 2026 guidance for consolidated revenue to $665 million to $681 million and for Adjusted EBITDA to $132 million to $138 million, and reported $44.4 million in share repurchases to date.
Q3 2026 total revenue of $174.1 million, up 40% YoY; advertising revenue of $25.4 million, up 250% YoY
Net income of $22.5 million, up 130% YoY, including a $17.5 million net gain on fair value of investments
Adjusted EBITDA of $34.6 million, up 41% from $24.5 million in Q3 2025
FY26 consolidated revenue guidance of $665 million to $681 million, versus the prior $650 million to $685 million; Adjusted EBITDA guidance of $132 million to $138 million, narrowed from $130 million to $140 million
Surgery Partners reported third-quarter 2026 revenue down 0.8% to $815.3 million, with a net loss attributable to the company of $21.1 million and Adjusted EBITDA of $132.7 million. The same day, it amended its pending merger agreement with HealthSpan Partners to raise the cash consideration to $25.00 per share, and it will no longer provide guidance or hold an earnings call, which matters to shareholders because the deal price and timing now drive the stock's outlook.
Q3 2026 revenue was $815.3 million, down from $821.5 million a year earlier; same-facility revenues rose 6.0%.
Net loss attributable to Surgery Partners was $21.1 million, or $0.16 per share, versus a loss of $22.7 million, or $0.18 per share, in Q3 2025.
The amended HealthSpan merger sets consideration at $25.00 per share in cash, an enterprise value of up to about $6.0 billion, and is still expected to close in Q1 2027.
The amendment adds a Ticking Fee of 10% per annum on $25.00 per share if stockholder approval is obtained but the merger has not closed by March 1, 2027.
Hims & Hers reported third-quarter 2026 revenue of $890.4 million, up 49% from a year earlier, and subscribers rose 13% to 2,788 thousand. The company swung to a net loss of $33.0 million from net income of $15.8 million a year earlier, and it reduced its full-year 2026 Adjusted EBITDA guidance to $257 million to $277 million while narrowing revenue guidance to $3.13 billion to $3.15 billion. Shareholders face higher reported losses and a lower profit outlook even as sales grew.
Q3 2026 revenue was $890.4 million, up 49% from $599.0 million, with gross margin falling to 57% from 74%.
Net loss was $33.0 million versus net income of $15.8 million in Q3 2025; Adjusted EBITDA rose to $82.4 million from $78.4 million.
Full-year 2026 Adjusted EBITDA guidance was reduced to $257 million to $277 million; full-year revenue guidance was tightened to $3.13 billion to $3.15 billion.
Q3 free cash flow was $26.0 million, down from $79.4 million a year earlier.
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