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).
iSpecimen Inc. sold 500 shares of Series D Convertible Preferred Stock to accredited investors for aggregate gross proceeds of $400,000, closing on or about November 6, 2026. The preferred stock is convertible into common stock at a floor price of $0.1616 and can lead to dilution of up to 1,157,223 shares, or 19.99% of shares outstanding, unless stockholders approve the issuance under Nasdaq rules.
Gross proceeds of $400,000 from 500 Series D shares priced at $800 per share, with a $1,000 stated value per share
Series D accrues 8% annual cumulative dividends and converts at the greater of 85% of the prior-day closing price or a $0.1616 floor
Conversion share cap of 1,157,223 shares, or 19.99% of 5,789,013 common shares outstanding, until stockholder approval under Nasdaq Rule 5635(d)
Placement agent E.F. Hutton & Co. receives a 4.0% cash fee and 1.0% expense allowance; directors and executive officers agreed to 90-day lock-ups
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.
Douglas Elliman reported third-quarter 2026 net income of $7.4 million, or $0.08 per diluted share, compared with a net loss of $24.7 million a year earlier, while revenue fell to $252.1 million from $262.8 million. Adjusted EBITDA was a $5.3 million loss versus $1.0 million of income, and the company also approved a $10 million share repurchase program, which it says will be funded from cash on hand.
Q3 2026 revenue was $252.1 million vs. $262.8 million in Q3 2025; the company sold its property management business in October 2025.
Q3 operating income was $6.3 million vs. an operating loss of $10.7 million; Adjusted EBITDA was a $5.3 million loss vs. $1.0 million of income.
Nine-month revenue was $749.9 million vs. $787.6 million, and the net loss narrowed to $11.6 million ($0.14 per share) from $53.3 million ($0.63 per share).
The Board approved a $10 million share repurchase program; cash and a Treasury bill totaled about $123 million with no long-term debt as of September 30, 2026.
Rani Therapeutics reported third-quarter 2026 results with contract revenue of $1.7 million, up from none a year earlier, mainly from its Chugai collaboration. Net loss rose to $8.8 million from $7.9 million as research and development and general and administrative expenses increased, and cash, cash equivalents and marketable securities fell to $45.3 million, which the company says will fund operations at least through the end of 2027.
Contract revenue was $1.7 million for the quarter ended September 30, 2026, versus no contract revenue a year earlier.
Net loss attributable to Rani was $7.7 million, compared with $5.4 million in the prior-year quarter; net loss per Class A share was $0.04, versus $0.12.
Cash, cash equivalents and marketable securities were $45.3 million at September 30, 2026, down from $53.4 million at June 30, 2026.
In October 2026 the RaniPill platform was accepted into the FDA's Emerging Technology Program; RT-114 expansion cohort data are expected by the end of 2026.
Bain Capital Specialty Finance (BCSF) reported third-quarter 2026 net investment income of $27.7 million, or $0.43 per share, down from $28.6 million, or $0.44 per share, in the second quarter. Net increase in net assets from operations rose to $0.26 per share from $0.22, while net asset value per share fell to $16.49 from $16.65. The company also declared a fourth-quarter dividend of $0.42 per share and appointed Amrit Kanwal as an independent director, expanding the board to nine members.
Q3 2026 net investment income was $27.7 million, or $0.43 per share, versus $28.6 million, or $0.44 per share, in Q2 2026; total investment income was $59.9 million, versus $62.3 million.
Net increase in net assets from operations was $16.7 million, or $0.26 per share, versus $0.22 per share in Q2 2026; net asset value per share was $16.49 at September 30, 2026, versus $16.65 at June 30, 2026.
Board declared a fourth-quarter 2026 dividend of $0.42 per share, with a record date of December 15, 2026 and payment on or before December 29, 2026.
Amrit Kanwal, 61, was appointed an independent Class III director effective November 4, 2026, and joined the Audit, Nominating and Corporate Governance, and Compensation Committees.
Nine Energy Service reported third quarter 2026 revenue of $142.0 million, essentially unchanged from the second quarter's $141.8 million. Net loss widened to $5.1 million, or $(0.36) per share, from $4.9 million, or $(0.35) per share, and adjusted EBITDA fell to $8.3 million from $8.6 million. For shareholders, the company expects fourth quarter revenue to be flat and profitability to be modestly higher than the third quarter.
Q3 2026 revenue of $142.0 million versus $141.8 million in Q2 2026; cementing revenue rose 11% quarter over quarter.
Net loss of $5.1 million ($0.36 per share) in Q3 2026 versus $4.9 million ($0.35 per share) in Q2 2026.
Adjusted EBITDA of $8.3 million in Q3 2026 versus $8.6 million in Q2 2026.
Management expects Q4 2026 revenue to be flat and profitability to be modestly higher than Q3; total liquidity was $46.0 million at September 30, 2026.
Exodus Movement reported third quarter 2026 revenue of $32.5 million, up 7% from $30.3 million a year earlier, but swung to a net loss of $8.3 million attributable to the company from net income of $17.0 million in the prior-year quarter. General and administrative expenses rose 94% to $28.9 million, and the company said it expects to cut combined annual costs by about $30 million going into 2027 following the Monavate and Baanx acquisitions.
Q3 2026 revenue was $32.5 million, up 7% from $30.3 million in Q3 2025
Net loss attributable to Exodus was $8.3 million, versus net income of $17.0 million a year earlier
Adjusted EBITDA was a loss of $3.9 million, compared with positive $5.9 million in Q3 2025
Exodus is on track to reduce combined annual costs by about $30 million going into 2027
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.
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
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.
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
Ranger Energy Services reported third quarter 2026 revenue of $162.8 million, up from $128.9 million a year earlier but down from $176.5 million in the second quarter, with net income of $2.5 million or $0.10 per diluted share. The company also declared a quarterly dividend of $0.06 per share, payable December 4, 2026, which signals continued cash returns to shareholders.
Q3 2026 revenue was $162.8 million, versus $176.5 million in Q2 2026 and $128.9 million in Q3 2025
Net income was $2.5 million, or $0.10 per diluted share, versus $0.29 per diluted share in Q2 2026 and $0.05 in Q3 2025
Adjusted EBITDA was $20.1 million, down from $28.6 million in Q2 2026 but up from $16.8 million in Q3 2025
Quarterly dividend of $0.06 per share payable December 4, 2026, to holders of record on November 20, 2026
Perspective Therapeutics reported a third-quarter 2026 net loss of $32.4 million, or $0.27 per share, up from $26.0 million, or $0.35 per share, a year earlier, as research and development spending rose. Cash, cash equivalents and short-term investments were about $202 million at September 30, 2026, which the company says should fund planned clinical milestones and operations into 2028.
Q3 2026 net loss was $32.4 million ($0.27 per share), versus $26.0 million ($0.35 per share) in Q3 2025; weighted average shares rose to 120.7 million from 74.3 million.
Research and development expenses were $26.1 million, up from $20.3 million; general and administrative expenses were $8.3 million, up from $7.7 million.
Cash, cash equivalents and short-term investments were about $202 million at September 30, 2026, versus about $145 million at December 31, 2025.
On October 2026, the FDA granted Fast Track Designation to PSV359 for FAP-positive solitary fibrous tumors.
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
Viant Technology reported third-quarter 2026 revenue of $110.4 million, up 29% year-over-year, and adjusted EBITDA of $19.8 million, up 24%. GAAP net income attributable to Viant fell to $67 thousand, or $0.00 per share, from $996 thousand, or $0.06 per share, a year earlier. The board also raised the share repurchase authorization by $50 million to $150 million total, with $70.8 million remaining.
Q3 2026 revenue was $110.4 million, up 29% from $85.6 million; GAAP net income attributable to Viant was $67 thousand, down 93%
Non-GAAP adjusted EBITDA was $19.8 million, up 24%; non-GAAP diluted EPS was $0.13 versus $0.12
Q4 2026 guidance: revenue of $130.5 million to $133.5 million and adjusted EBITDA of $31.0 million to $32.0 million
Repurchase authorization increased by $50 million to $150 million, effective November 9, 2026, with $70.8 million remaining
Kochav Defense Acquisition Corp., a blank-check company, said its sponsor will now contribute a flat $300,000 to the trust account for the first three months after shareholders approve the extension, then $100,000 per month, replacing a per-share formula. The company also cut to $0 the amount it can withdraw from trust interest for dissolution expenses, down from $100,000, ahead of the extraordinary general meeting on November 13, 2026.
Sponsor contribution changed to a flat $300,000 for the first three months after approval, then $100,000 per month, replacing the prior $0.06 and $0.02 per-share structure.
Permitted withdrawal of trust interest for dissolution expenses lowered from $100,000 to $0 in connection with the extension.
Extraordinary general meeting set for November 13, 2026 at 10:00 a.m. Eastern time; record date October 13, 2026.
Green Dot reported third-quarter 2026 results, with GAAP total operating revenues up 21% year over year and a narrower net loss. Adjusted EBITDA rose 9%, but non-GAAP diluted EPS fell 17%. The company will not hold an earnings call or give 2026 guidance because of its pending sale to Smith Ventures and CommerceOne, which is expected to close by the first quarter of 2027.
Third-quarter GAAP total operating revenues were $601.1 million, up 21% from $494.8 million a year earlier.
GAAP net loss was $7.4 million, or $0.13 per diluted share, compared with a net loss of $30.8 million, or $0.56 per share, in the prior-year quarter.
Adjusted EBITDA was $25.8 million, up 9%, while non-GAAP diluted EPS was $0.05 compared with $0.06 a year earlier.
No 2026 financial guidance or earnings call, due to the proposed transactions; the 2026 Annual Meeting is set for December 21, 2026.
Office Properties Income Trust reported results for the quarter ended September 30, 2026, with a net loss of $45.8 million, or $2.09 per share, and normalized FFO of $20.5 million, or $0.93 per share. Rental income rose to $114.2 million from $109.1 million a year earlier, and the company sold 13 properties in the quarter and issued $425 million of new senior secured notes.
Rental income was $114.2 million for the quarter, up from $109.1 million in the same quarter of 2025.
Net loss was $45.8 million, or $2.09 per share, and normalized FFO was $20.5 million, or $0.93 per share.
Same property cash basis NOI was $51.5 million, a 14.8% increase year over year.
Issued $425 million of 8.75% senior secured notes due 2031 and repaid a $325 million revolving credit facility and a $100 million term loan due January 2027.
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.
U.S. Physical Therapy furnished a transcript of its November 5, 2026 third-quarter earnings call, in which it reported revenue up 13% to $223 million and adjusted earnings per share of $0.80, up $0.14 from a year earlier. It reaffirmed full-year EBITDA guidance of $102 million to $106 million, but reported a GAAP loss per share of $1.04 versus earnings of $0.48 a year earlier, which the company attributed to changes in the value of partner ownership stakes in subsidiaries.
Q3 2026 total revenue was $223 million, up 13%; comparable revenue rose 7%.
Q3 2026 EBITDA was $28 million, up $4 million; adjusted EPS was $0.80, up $0.14.
GAAP net income attributable to shareholders was $11 million, versus $13 million a year earlier, and GAAP loss per share was $1.04.
Full-year 2026 EBITDA guidance of $102 million to $106 million was reaffirmed; credit facility borrowings were $247 million versus $162 million at year-end 2025.
Infinity Natural Resources reported third quarter 2026 results, with total revenues of $197.6 million, up from $79.7 million a year earlier, and a net loss of $0.4 million, compared with net income of $40.0 million in the same quarter of 2025. The company also narrowed its 2026 capital and production guidance, and the net loss was driven in part by $63.2 million of mark-to-market hedge losses.
Total revenues were $197.6 million for the quarter ended September 30, 2026, versus $79.7 million a year earlier.
Net loss was $(0.4) million, or $(0.37) per basic share, compared with net income of $40.0 million, or $0.67 per basic share, in Q3 2025.
Adjusted EBITDAX, a non-GAAP measure, was $137.7 million, versus $60.0 million a year earlier; the company called this a record.
2026 guidance was narrowed: development capital expenditures of $450 million to $475 million and net production of 355 to 375 MMcfe/d.
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
HF Foods reported third-quarter 2026 results on November 9, 2026. Net revenue rose 4.1% to $319.6 million, helped by the Searay Foods acquisition completed August 31, 2026, but the company posted a GAAP net loss of $4.2 million compared with $0.9 million a year earlier. Adjusted net income fell 52.1% to $2.1 million, which shows that higher fuel costs and operating expenses outweighed the revenue gain for shareholders.
Net revenue was $319.6 million, up from $307.0 million a year earlier; the company called it its seventh consecutive quarter of year-over-year net revenue growth.
GAAP net loss was $4.2 million, or $0.08 per share, versus a net loss of $0.9 million in the prior-year quarter.
Adjusted net income fell 52.1% to $2.1 million, and adjusted EBITDA fell 6.3% to $11.0 million.
Searay Foods contributed $4.2 million of net revenue and about $0.6 million of adjusted EBITDA for the one month since its August 31, 2026 acquisition.
Alta Equipment Group reported third-quarter 2026 revenue of $417.4 million, down 1.2% from a year earlier, while its net loss available to common stockholders narrowed to $12.2 million from $42.3 million. Adjusted EBITDA rose 7.7% to $44.9 million, and the company revised its full-year 2026 Adjusted EBITDA guidance to a range of $165.0 million to $170.0 million. Shareholders get lower losses and higher adjusted profit, alongside a slight sales decline.
Q3 total revenue was $417.4 million versus $422.6 million a year earlier; organic revenue fell 0.7%.
Basic and diluted net loss per share was $(0.37), compared with $(1.31) in the prior-year quarter.
Material Handling equipment bookings rose 67% year over year, and backlog continued to grow.
Full-year 2026 Adjusted EBITDA guidance was revised to $165.0 million to $170.0 million.
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.
Occidental reported third-quarter 2026 net income attributable to common stockholders of $1.6 billion, or $1.61 per diluted share, and adjusted income of $2.0 billion, or $1.91 per share. Both measures fell from the second quarter, with the decline mainly reflecting lower realized crude prices, a sharp drop in midstream and marketing income, and derivatives losses. The company reduced principal debt by $1.8 billion to $10.0 billion, and production of 1,427 Mboed exceeded the midpoint of guidance.
Reported EPS $1.61 versus $2.75 in Q2 2026; adjusted EPS $1.91 versus $2.40 in Q2 2026
Pre-tax income from oil and gas $2.6 billion versus $2.8 billion in Q2; midstream and marketing pre-tax income $55 million versus $1.3 billion in Q2
Operating cash flow of $4.1 billion and free cash flow before working capital of $2.8 billion, with capital expenditures of $1.3 billion
Principal debt reduced to $10.0 billion after retiring $10.4 billion of debt since the start of 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.
WEBTOON Entertainment reported third-quarter 2026 results, with revenue down 4.0% year over year to $362.8 million while the net loss narrowed to $7.5 million from $11.1 million. Adjusted EBITDA fell to $2.2 million from $5.1 million, and the company said reported revenue and Adjusted EBITDA were within its guidance ranges. For the fourth quarter, it expects constant currency revenue growth of 9.0%-12.0%, with an outlook that includes RI Games Holdings after the anticipated second closing of that transaction.
Q3 2026 revenue was $362.8 million, down 4.0% from $378.0 million a year earlier; on a constant currency basis, revenue rose 0.2%.
Net loss was $7.5 million, or $0.06 per diluted share, versus a net loss of $11.1 million, or $0.09 per diluted share, in Q3 2025.
Adjusted EBITDA was $2.2 million (0.6% margin) versus $5.1 million (1.4% margin) a year earlier, which the company attributed primarily to higher foreign currency losses.
Q4 2026 outlook: constant currency revenue growth of 9.0%-12.0% (revenue of $371-$381 million at current FX rates) and Adjusted EBITDA of $0.0-$5.0 million.
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.
Quantum Corporation reported fiscal second quarter 2027 revenue of $89.6 million, up 42.9% from $62.7 million a year earlier, and non-GAAP adjusted net income of $9.8 million, or $0.25 per share. GAAP net loss was $44.8 million, or $1.14 per share, including a $51.6 million non-cash charge from changes in the fair value of warrant liabilities. The company guided fiscal third quarter 2027 revenue to $91.0 million, plus or minus $2 million.
Revenue of $89.6 million, up 42.9% year over year and 11% sequentially, with gross margin of 41.0%
GAAP net loss of $44.8 million, or $1.14 per share, including a $51.6 million warrant liability charge
Non-GAAP adjusted net income of $9.8 million, or $0.25 per share, versus an adjusted net loss of $7.1 million a year earlier
Q3 fiscal 2027 guidance: revenue of $91.0 million plus or minus $2 million; non-GAAP adjusted EBITDA of $9.1 million plus or minus $1 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
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.
H&R Block reported fiscal 2027 first-quarter revenue of $224.3 million, up 10.2% from the prior year, but its net loss from continuing operations widened to $188.1 million and its loss per share rose to $1.53. The company reaffirmed its full-year fiscal 2027 outlook and declared a quarterly dividend of $0.46 per share, which matters to shareholders because revenue growth is offset by a larger loss, while guidance was held unchanged.
Total revenue was $224.3 million, up $20.8 million, or 10.2%, from the prior year period.
Net loss from continuing operations was $188.1 million, up 13.8%; loss per share from continuing operations was $1.53, up 21.4%.
Adjusted loss per share was $1.40, compared with $1.20 a year earlier; the company cited a higher net loss and fewer shares outstanding after buybacks.
The company repurchased 2.2 million shares for $100.3 million in the quarter and declared a $0.46 dividend payable January 6, 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.
Amplify Energy reported a third-quarter 2026 net loss of $18.9 million, compared with net income of $17.3 million in the second quarter, mainly due to a $24.6 million non-cash unrealized loss on commodity derivatives. Adjusted EBITDA rose to $10.8 million from $8.6 million, and the company lowered the upper end of its full-year lease operating expense guidance to $90.0 million while continuing a share buyback. The mixed results matter to shareholders because the headline GAAP loss widened even as operating measures and cost guidance improved.
Q3 2026 net loss of $18.9 million vs. net income of $17.3 million in Q2 2026, driven by a $24.6 million non-cash unrealized derivative loss
Total revenues excluding hedges were $51.4 million, down from $52.7 million in Q2; average daily production rose to 7.4 MBopd from 6.8 MBopd
Effective November 1, 2026, Special Case Royalty Relief at Beta cut the royalty rate to approximately 12.4%
Full-year 2026 lease operating expense guidance is now $80.0 million to $90.0 million, down from $80.0 million to $95.0 million; about 6.9 million dollars of shares repurchased at a weighted-average price of $4.35
Take-Two Interactive reported fiscal second-quarter 2027 results for the period ended September 30, 2026. Net Bookings fell 18% and GAAP net revenue declined, but the GAAP net loss narrowed from a year earlier, and the company reiterated its fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion.
Net Bookings of $1.60 billion, down 18% from $1.96 billion a year earlier
GAAP net revenue of $1.50 billion versus $1.77 billion; GAAP net loss of $54.0 million, or $0.29 per share, versus $133.9 million, or $0.73 per share
Grand Theft Auto VI release date listed as November 19, 2026
GeneDx reported third quarter 2026 revenue of $123.1 million, up 5% year-over-year, and exome and genome volume growth of 25%. The company reiterated its full-year 2026 revenue guidance of $475 to $490 million, but the guidance table shows lower growth targets for exome and genome volume and revenue than the previous guidance. Adjusted net income fell from $16.1 million a year earlier, and the GAAP net loss widened to $12.3 million.
Q3 2026 revenue $123.1 million, up 5% year-over-year; exome and genome revenue $110.4 million, up 12%
Adjusted net income $8.6 million versus $16.1 million in Q3 2025; GAAP net loss $12.3 million versus $7.6 million a year earlier
Full-year 2026 exome and genome volume growth target listed as at least 28%, versus at least 30% previously; exome and genome revenue growth target at least 17%, versus at least 20% previously
Crescent Capital BDC reported third quarter 2026 results, with net investment income of $0.37 per share, up from $0.36 in the prior quarter but down from $0.46 a year earlier. Net asset value per share fell to $17.72 from $19.28 a year earlier, and the company declared a $0.34 per share regular dividend for the fourth quarter. The board also authorized a repurchase program of up to $50 million of common stock, and Sun Life plans to buy up to an additional $25 million of shares in the open market.
Net increase in net assets from operations was $0.27 per share, compared with $0.19 a year earlier and a loss of $0.09 in the prior quarter.
Total investment income was $36.9 million, up from $36.3 million in the prior quarter but down from $41.4 million a year earlier.
Net asset value per share was $17.72 at September 30, 2026, versus $17.82 at June 30, 2026 and $19.28 at September 30, 2025.
The board authorized a share repurchase program of up to $50 million on November 5, 2026.
Definium Therapeutics reported a third-quarter 2026 net loss of $51.0 million, down from $67.3 million a year earlier, mainly because of a gain from the change in fair value of its 2022 USD financing warrants and higher interest income. Operating expenses rose to $72.3 million from $45.7 million as research and development and general and administrative spending grew, and the company said its cash position will fund operations into 2030.
Net loss was $51.0 million, or $0.37 per basic share, versus $67.3 million, or $0.78 per share, a year earlier.
Total operating expenses were $72.3 million versus $45.7 million; R&D was $46.1 million and G&A was $26.1 million.
Cash, cash equivalents and investments were approximately $1.05 billion as of September 30, 2026, which the company expects to fund operations into 2030.
Positive Phase 3 Voyage results in GAD showed a 5.4-point placebo-adjusted HAM-A improvement, and DT120 ODT received FDA Breakthrough Therapy designation in MDD.
Myomo reported record third-quarter 2026 revenue of $12.3 million, up 22% from a year earlier, and breakeven Adjusted EBITDA. Its net loss widened to $4.2 million, or $0.10 per share, from $3.7 million, or $0.09 per share, in the same quarter of 2025, partly due to a $1.8 million non-cash charge tied to derivative liabilities. The company narrowed its full-year revenue guidance to $46 million to $47 million, at the upper end of its previous range.
Q3 2026 revenue of $12.3 million, up 22% year over year; gross margin 71.3% versus 63.8%
Net loss of $4.2 million, or $0.10 per share, versus $3.7 million, or $0.09 per share, in Q3 2025
Full-year 2026 revenue guidance narrowed to $46 million to $47 million, at the upper end of prior guidance
Cash, cash equivalents and short-term investments were $11.9 million as of September 30, 2026
Quantum Computing Inc. (QCi) reported third-quarter 2026 revenue of $9.5 million, up from $384 thousand a year earlier, driven mainly by businesses it acquired in the first half of 2026. The company still posted a net loss of $15.1 million, or $0.07 per basic share, compared with net income of $2.4 million a year earlier, as operating expenses rose to $29.0 million.
Third-quarter revenue was $9.5 million versus $384 thousand in Q3 2025; the company said this exceeded its revenue for the first half of 2026 ($9.2 million).
Net loss was $15.1 million, or $0.07 per basic share, compared with net income of $2.4 million, or $0.01 per share, in Q3 2025.
Total operating expenses were $29.0 million versus $10.5 million, including about $1.0 million in acquisition-related expenses.
Cash, cash equivalents and investments were about $1.3 billion at September 30, 2026, and contract backlog was $39.1 million.
AAON reported third-quarter 2026 net sales of $707.4 million, up 84.1%, and diluted EPS of $0.83, up 124.3%, and raised its full-year 2026 sales growth outlook to 72%-75% from 55%-60%. The company also said it is restating its first- and second-quarter 2026 financial statements over calculation errors and has identified a material weakness in internal controls, which shareholders should weigh alongside the stronger results.
Q3 2026 net sales rose 84.1% to $707.4 million; operating income rose 129.3% to $100.0 million.
Q3 gross margin was 26.7%, down from 27.8% a year earlier but up 60 basis points from the second quarter.
Restatement: Q1 2026 net income is $36.5 million, down $3.4 million; six-month net income is $103.6 million, up $7.1 million.
The material weakness will be reported in the Q3 2026 Form 10-Q; Forms 10-Q/A for Q1 and Q2 were filed with this 8-K.
Zentalis reported a third-quarter 2026 net loss of $28.8 million, up from $26.7 million a year earlier, while the loss per share improved to $0.34 from $0.37 as the share count rose after an August 2026 offering. Operating expenses fell to $31.2 million from $33.7 million, and the company said its cash runway extends into the first half of 2028. It also said it plans to discuss DENALI data with the FDA in 2027 and expects a DENALI topline readout in the first half of 2027.
Net loss of $28.8 million for the quarter, compared with $26.7 million for the third quarter of 2025
Net loss per share of $0.34, compared with $0.37; weighted shares rose to 84.6 million from 72.1 million
Total operating expenses of $31.2 million, compared with $33.7 million; investment and other income fell to $2.5 million from $7.0 million
Cash, cash equivalents and marketable securities of $228.9 million at September 30, 2026, up from $174.6 million at June 30, 2026, including August 2026 offering proceeds
Ameresco reported third quarter 2026 revenue of $580.3 million, up 10% from the prior year, and adjusted EBITDA of $91.7 million, up 24%. Net income attributable to common shareholders fell to $31.9 million, or $0.59 per diluted share, from $74.0 million, or $1.39, a year earlier. The company also updated its 2026 guidance to reflect a change in accounting for joint ventures and investment tax credits, which it says does not change its operational outlook.
Q3 2026 revenue was $580.3 million, up 10%; Q3 non-GAAP EPS was $0.88 versus $1.45 a year earlier
Net income attributable to common shareholders was $31.9 million, or $0.59 per diluted share, versus $74.0 million, or $1.39, in Q3 2025, which included a large tax benefit
Updated FY 2026 guidance: revenue $2.13 billion to $2.15 billion and non-GAAP EPS $1.85 to $1.95; Q4 2026 revenue $625 million to $650 million
Total project backlog reached a record $7.2 billion at September 30, 2026, with $875 million in new awards during the quarter
Baldwin Group reported third-quarter 2026 revenue up 31% year over year to $480.3 million, but its GAAP net loss widened to $81.6 million from $30.2 million a year earlier. Adjusted diluted EPS rose to $0.42 from $0.31, a non-GAAP measure. The company also has a pending all-cash take-private deal at $32.50 per share, expected to close in the first quarter of 2027, after which its stock will stop trading on Nasdaq.
Total revenue rose 31% to $480.3 million; organic revenue growth was 6%.
GAAP diluted loss per share was $0.63, compared with $0.27 a year earlier; net loss attributable to Baldwin was $58.1 million.
Adjusted diluted EPS was $0.42, up 35% from $0.31; adjusted EBITDA grew 47% to $106.9 million.
Pending merger at $32.50 per share in cash is expected to close in Q1 2027, subject to stockholder and regulatory approvals.
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