2,461 material Form 8-K filings that 2,078 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).
MaxCyte agreed to acquire Akron BioProducts for total consideration of $151.8 million, including $105.0 million in cash at closing, 20,639,733 new common shares, and $20.0 million in deferred cash payments, with closing expected before the end of 2026. The same day it reported third quarter revenue up 49% and a narrower net loss, and raised full-year 2026 revenue guidance to at least $34.5 million, but the deal adds share dilution, a new credit facility and reduced expected year-end cash.
Q3 2026 total revenue was $10.2 million, up 49% from $6.8 million; net loss narrowed to $4.8 million from $12.4 million
Full-year 2026 total revenue guidance raised to at least $34.5 million, excluding the Akron acquisition
Akron terms: $105.0 million cash at closing, 20,639,733 shares, and $20.0 million deferred in two $10.0 million payments in 2028 and 2029
Funding includes a MidCap Financial facility of up to $75.0 million; closing is subject to HSR review and Nasdaq listing approval
Coursera committed on November 9, 2026 to a workforce reduction plan tied to its May 2026 combination with Udemy, aiming to align costs and operations after the merger. The company expects to terminate about 10% of its global workforce and to incur $14 million to $17 million in charges, mostly severance and healthcare benefits, largely paid in cash during the fourth quarter of 2026 and the first half of 2027.
Plan to terminate approximately 10% of Coursera's global workforce
Estimated expenses of $14 million to $17 million, mainly termination benefits including severance and healthcare
Charges expected mostly in cash during Q4 2026 and first half of 2027; local law and consultation may extend timing
Company says it will disclose costs of broader merger synergy initiatives in future periodic reports
PepGen reported positive topline results from the 10 mg/kg cohort of its Phase 2 FREEDOM2-DM1 trial in myotonic dystrophy type 1, with mean splicing correction of 46.5% and no serious or severe adverse events reported. For the quarter ended September 30, 2026, the net loss widened to $19.4 million from $18.0 million a year earlier, and cash, cash equivalents and marketable securities were $104.8 million, which the company says will fund operations into 2028. The loss per share narrowed to $(0.28) from $(0.52), but weighted-average shares rose to 69,260,353 from 34,362,876, and the FDA's partial clinical hold on the FREEDOM2 study remains in place.
10 mg/kg cohort: mean splicing correction of 46.5% at Week 13; five of six participants above 20% and four above 50%
Net loss of $19.4 million for the quarter versus $18.0 million a year earlier; research and development expenses were $14.5 million versus $13.4 million
Cash, cash equivalents and marketable securities were $104.8 million at September 30, 2026, down from $148.5 million at December 31, 2025
12.5 mg/kg cohort is fully enrolled with results expected in the first half of 2027; FREEDOM-OLE 10 mg/kg safety and 5 mg/kg clinical data expected in January 2027
AST SpaceMobile and Rakuten Group agreed to establish Rakuten AST, Inc., a joint venture to build a direct-to-device satellite network in Japan. The joint venture is expected to receive up to 148 billion yen (about $1 billion) in Japanese government support over roughly three years, and AST SpaceMobile will supply the satellites. The filing contains no revenue, profit, or financial impact figures for AST SpaceMobile itself.
Rakuten AST, Inc. agreed to be established November 6, 2026; planned establishment in November 2026
Rakuten Group holds 51% and AST SpaceMobile's Japanese subsidiary holds 49%
Expected up to 148 billion yen (about $1 billion) in support over about three years under Japan's J-LEO project
Planned commencement of domestic operations by the end of March 2029
Kalaris Therapeutics reported a third-quarter net loss of $11.0 million, down from $11.9 million a year earlier, and $82.9 million in cash and marketable securities as of September 30, 2026. The company said a pilot manufacturer batch failed a release specification, pushing preliminary Phase 1b/2 data for TH103 in neovascular AMD to 2H 2027 and extending its cash runway into 2028.
Net loss was $11.0 million for the quarter ended September 30, 2026, versus $11.9 million a year earlier; net loss per share was $0.46 versus $0.64.
Research and development expenses were $8.3 million, down from $9.1 million; general and administrative expenses were $3.5 million, down from $3.6 million.
Cash, cash equivalents and marketable securities were $82.9 million, down from $118.0 million at December 31, 2025, and are expected to fund operations into 2028.
A new TH103 batch is now expected in Q2 2027, and technology transfer to KBI Biopharma was completed with test batches meeting target specifications.
Arbutus reported third-quarter 2026 net income of $59.1 million, driven mainly by a $67.3 million dividend from Genevant, compared with a net loss of $7.7 million a year earlier. Revenue fell to $0.3 million from $0.5 million, and the operating loss widened to $10.5 million from $8.7 million. The company ended the quarter with $337.5 million in cash and investments after returning $230 million to shareholders through a tender offer in early October.
Net income was $59.1 million, or $0.30 per basic and diluted share, for the quarter ended September 30, 2026, versus a net loss of $0.04 per share a year earlier.
Total revenue was $0.3 million, down from $0.5 million, and the operating loss was $10.5 million, compared with $8.7 million.
A $230 million Dutch Auction tender offer completed in early October 2026 bought 46 million shares at $5.00 per share, about 23% of shares outstanding as of September 29, 2026.
The FDA lifted the clinical hold on the AB-101 IND application in October 2026.
Scholar Rock agreed on November 9, 2026, to sell a Rare Pediatric Disease Priority Review Voucher to BioNTech US Inc. for $205 million in cash, payable at closing, which remains subject to customary conditions including the Hart-Scott-Rodino waiting period. The same day it reported third-quarter results, with its first ISEMBYLD product revenue of $0.6 million offset by a wider net loss of $107.2 million.
Buyer BioNTech US Inc. agreed to pay $205 million in cash at closing for the voucher, awarded after the September 11, 2026 FDA approval of ISEMBYLD
Q3 2026 net product revenue was $0.6 million, versus none in Q3 2025
Q3 2026 net loss was $107.2 million, or $0.81 per share, compared with a net loss of $102.2 million, or $0.90 per share, a year earlier
Cash, cash equivalents and marketable securities were $413.6 million as of September 30, 2026
Palladyne AI reported third-quarter 2026 revenue of $8.6 million, up from $0.9 million a year earlier, and raised the low end of its full-year 2026 revenue guidance to $25.0 million while keeping the top end at $27.0 million. The GAAP net loss widened to $12.0 million, or $0.25 per share, from $3.7 million, or $0.09 per share, in the prior-year quarter. Shareholders also face a 9% reduction in fully diluted shares after warrants and contingent shares expired on September 24, 2026.
Q3 2026 revenue was $8.6 million versus $0.9 million in Q3 2025, and up 48% sequentially.
GAAP net loss was $12.0 million ($0.25 per share) versus $3.7 million ($0.09 per share) a year earlier.
Full-year 2026 revenue guidance is now $25.0 million to $27.0 million, up from a prior low end, and backlog was $18.7 million as of September 30, 2026.
All 20.5 million warrants and 2.3 million remaining contingent merger consideration shares expired on September 24, 2026; cash, equivalents and marketable securities were $47.0 million.
Liquidia reported a third-quarter 2026 net loss of $236.3 million, or $2.64 per share, after a $389.7 million litigation settlement charge tied to its global settlement with United Therapeutics. Net product sales of YUTREPIA rose to $222.7 million from $51.7 million a year earlier, and non-GAAP adjusted EBITDA was $140.5 million. The settlement resolves all pending litigation with United Therapeutics, and Liquidia agreed to pay net $380.7 million in installments in 2026 and 2027.
Q3 2026 net loss of $236.3 million, or $2.64 per share, versus a net loss of $3.5 million, or $0.04 per share, in Q3 2025
Net product sales of $222.7 million, up 31% from Q2 2026 and up from $51.7 million in Q3 2025
Adjusted EBITDA of $140.5 million, the fifth consecutive quarterly increase; cash and cash equivalents were $396.1 million before settlement payments
Global settlement with United Therapeutics dated October 13, 2026, with Liquidia agreeing to pay net $380.7 million in 2026 and 2027
Harvard Bioscience filed an investor presentation dated November 2026 that reports third-quarter 2026 revenue of $22.2 million, up 8% from a year earlier, but adjusted EBITDA of $1.8 million, down from $2.0 million. The company lowered its full-year 2026 adjusted EBITDA growth outlook to (1)% to 4% from 6% to 10%, while its 3% to 5% revenue growth outlook is shown without a stated change.
3Q26 revenue $22.2 million vs $20.6 million in 3Q25 (up 8%); 3Q26 GAAP diluted loss per share $(0.58) vs $(0.28)
3Q26 adjusted EBITDA $1.8 million vs $2.0 million; adjusted EBITDA margin 7.9% vs 9.6%
FY26 adjusted EBITDA growth outlook lowered to (1)% to 4%, from 6% to 10%; FY26 revenue growth outlook 3% to 5%
4Q26 outlook: revenue $23.7 million to $25.5 million; adjusted EBITDA $3.8 million to $4.2 million
Sono Group reported third-quarter 2026 net income of $0.6 million, compared with a net loss of $1.4 million in the third quarter of 2025, driven mainly by Bitcoin treasury income and a non-cash fair-value gain. For the first nine months, the company reported a net loss of $5.1 million, versus net income of $7.4 million a year earlier that included a $12.4 million fair-value gain, and management disclosed substantial doubt about its ability to continue as a going concern. Shareholders will vote on a proposed redomiciliation to Delaware at a meeting on December 11, 2026.
Q3 2026 net income was $0.6 million, versus a net loss of $1.4 million in Q3 2025; basic EPS was $0.32.
Nine-month 2026 net loss was $5.1 million, compared with net income of $7.4 million in the prior-year period.
General and administrative expenses fell 24% to $0.6 million in Q3 2026.
At September 30, 2026, cash was $0.5 million, Bitcoin was valued at $4.4 million, and $5.05 million of convertible debentures were outstanding, maturing January to April 2027.
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.
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.
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
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
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.
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
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
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.
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
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.
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.
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.
National Health Investors reported third-quarter 2026 results that were driven by a $541.6 million gain on the July 2026 sale of its NHC leased portfolio. Diluted net income per share was $11.47, compared with $0.69 a year earlier, while normalized FFO per diluted share fell 15.2% to $1.12. Shareholders face a mixed picture: the reported profit reflects a one-time gain, while the recurring funds-from-operations measure declined.
Net income attributable to common stockholders was $11.47 per diluted share for the quarter, versus $0.69 a year earlier, including the $541.6 million NHC portfolio gain.
NAREIT FFO per diluted share rose 2.8% to $1.12, while normalized FFO per diluted share fell 15.2% from $1.32.
Normalized FAD decreased $5.1 million to $57.1 million for the quarter.
Total revenues rose to $113.5 million from $89.8 million, and the company declared a $0.94 per share dividend payable January 29, 2027.
Csquare reported third quarter 2026 revenue of $302.3 million, up 25.6% from a year earlier, and raised its full-year 2026 Adjusted EBITDA outlook to $490 to $500 million. The net loss widened to $88.1 million, driven by higher interest expense and $58.6 million of IPO-related transaction and compensation costs, which weighs on shareholder results even as operating measures improved.
Q3 revenue $302.3 million, up 25.6% from $240.8 million; Adjusted EBITDA up 44.3% to $132.1 million
Net loss $88.1 million (EPS $(0.58)) versus $29.8 million a year earlier, including $58.6 million of IPO-related costs
Long-term debt reduced to $3.84 billion at September 30, 2026 from $4.76 billion at December 31, 2025 after the July IPO
DocGo reported third-quarter 2026 revenue of $73.4 million, up from $70.8 million a year earlier, and a net loss of $18.1 million, narrower than the $29.7 million loss in the prior-year quarter. The company cut its full-year 2026 revenue guidance to approximately $300 million from $305-$310 million, and its board began a CEO search as CEO Lee Bienstock's employment contract expires on December 31, 2026.
Q3 2026 revenue was $73.4 million, compared with $70.8 million in Q3 2025.
Q3 2026 net loss was $18.1 million, compared with $29.7 million in Q3 2025; adjusted EBITDA was a loss of $3.2 million, compared with a loss of $7.2 million.
Full-year 2026 revenue guidance was lowered to approximately $300 million from $305-$310 million; full-year adjusted EBITDA guidance of a $17-$22 million loss was unchanged.
Lee Bienstock's contract expires December 31, 2026; he will remain as CEO through at least March 31, 2027 while the board searches for a successor.
NGS reported third-quarter 2026 revenue of $61.3 million, up 41.1% from a year earlier, driven mainly by the Flatrock Acquisition. Net income fell to $5.6 million, or $0.43 per diluted share, from $5.8 million, or $0.46, a year earlier. The company also raised the low end of its full-year 2026 Adjusted EBITDA guidance to $105 million to $108 million and increased its quarterly dividend to $0.16 per share.
Third-quarter revenue $61.3 million, up from $43.4 million; Adjusted EBITDA $29.6 million, up 42.2%
Net income $5.6 million, or $0.43 per diluted share, versus $5.8 million, or $0.46, in Q3 2025; company cited $0.8 million of Flatrock transaction and integration costs
2026 Adjusted EBITDA guidance raised to $105 million to $108 million from $103 million to $108 million
Quarterly dividend raised to $0.16 per share from $0.15, payable December 2, 2026, to holders of record November 19, 2026
Thryv reported third quarter 2026 revenue of $118.9 million, down 13.5% from a year earlier, and a net loss of $116.0 million, or $2.61 per diluted share, which includes a $94.8 million non-cash goodwill impairment charge. Consolidated Adjusted EBITDA improved to $4.2 million from a loss of $4.6 million, and the company said it is now positioned to operate as a pure-play SaaS business after the pending $142.0 million sale of its print directories business.
Q3 2026 net loss was $116.0 million, or $2.61 per diluted share, versus a net loss of $24.9 million, or $0.57 per share, in Q3 2025
Q3 2026 revenue was $118.9 million versus $137.4 million a year earlier; SaaS revenue was $112.0 million, down 3.3%
Consolidated Adjusted EBITDA was $4.2 million versus a loss of $4.6 million in Q3 2025
Q4 2026 SaaS Adjusted EBITDA guidance is a loss of $4.5 million to $5.5 million; full-year 2026 SaaS Adjusted EBITDA guidance is $16.5 million to $17.5 million
MARA Holdings reported results for the quarter ended September 30, 2026. Revenue fell 35% to $164.2 million from $252.4 million a year earlier, while net income rose to $632.1 million, or $1.28 per diluted share, mainly because of an $885.3 million gain on digital assets. After quarter-end, the board authorized a share repurchase program of up to $500.0 million, which gives shareholders a new capital return option.
Revenue was $164.2 million, down from $252.4 million in Q3 2025; the company cited a 37% decline in the average price of bitcoin mined.
Net income was $632.1 million, or $1.28 per diluted share, compared with $123.1 million, or $0.27 per diluted share, in Q3 2025. The result includes an $885.3 million gain related to the fair value of digital assets.
After quarter-end, the board authorized a share repurchase program of up to $500.0 million of common stock.
After quarter-end, the company repaid $750.0 million of bitcoin-collateralized term loans and reported $1.4 billion of total debt reduction year to date.
Skydance Corporation reported third-quarter 2026 results for Paramount Skydance, which excludes Warner Bros. Discovery because that acquisition closed on October 6, 2026. Revenue rose 5% to $7.0 billion and net earnings were $73 million, but adjusted EBITDA was flat year over year at $1.0 billion, and the company now expects a Q4 Studios profit impact of up to $200 million from weaker Warner Bros. film results. Gross debt was $87 billion following the acquisition, which shareholders should weigh against the company's stated goal of reducing net leverage to 3.0x by the end of 2029.
Q3 total revenue was $7.0 billion, up 5% year over year; net earnings were $73 million, diluted EPS $0.06, and adjusted EBITDA $1.0 billion at a 14.2% margin.
Operating income was $368 million, including $187 million of restructuring and transaction-related costs.
Studios Q4 profit impact of up to $200 million versus prior expectations, due to underperformance of the Warner Bros. film slate; Paramount Skydance standalone remains on track for the high end of its $3.9 billion 2026 profitability outlook
Warner Bros. Discovery acquisition completed October 6, 2026, funded with $47 billion of new equity and $57 billion of new secured debt.
HighPeak Energy reported a third-quarter 2026 net loss of $55.7 million, wider than the $18.3 million loss a year earlier, while revenue rose to $256.8 million from $208.7 million. The company raised its 2026 production range and increased its capital expenditure range to $310 million to $320 million, and it said a pending refinancing would replace its $1.2 billion term loan. The filing notes the refinancing may not be completed on the contemplated terms or at all.
Q3 2026 net loss of $55.7 million, or $(0.44) per diluted share, vs. a net loss of $18.3 million, or $(0.15), in Q3 2025; loss on derivative instruments of $107.5 million
Adjusted net income of $38.5 million, or $0.32 per diluted share; EBITDAX of $163.8 million; free cash flow of $22.4 million
2026 outlook: production raised to 44,500 to 45,500 Boe/d; lease operating expenses lowered to $8.00 to $8.25 per Boe; total capital expenditures raised to $310 million to $320 million
Pending refinancing: $450 million preferred equity investment and $800 million credit facility, with the $1.2 billion term loan to be paid off; closing expected later in November 2026
Goosehead Insurance said it will restate financial statements from fiscal 2023 through the first half of 2026 to correct how it accounts for customer contract costs and certain franchisee fees, and it will not file its third-quarter 2026 Form 10-Q by the November 9, 2026 due date. Preliminary third-quarter total revenue was estimated at $108.8 million to $110.8 million, about 17% higher at the midpoint, and the company reaffirmed its full-year 2026 guidance, though the figures remain preliminary and subject to the restatement.
Preliminary Q3 2026 total revenue of $108.8 million to $110.8 million, versus an estimated $92.9 million to $94.9 million in Q3 2025; Core Revenue was $94.7 million, up 13%
Restatement covers annual periods for 2023 to 2025 and interim periods through March 31, 2026; expected revenue increases of $11 million to $16 million for 2025 and $5.5 million to $8.5 million for the six months ended June 30, 2026
Company expects to report material weaknesses in internal control over financial reporting and ineffective disclosure controls for each non-reliance period
Full-year 2026 guidance reaffirmed: total revenues expected to grow 12% to 19% organically and total written premiums 12% to 20%
Surgery Partners amended its merger agreement with HealthSpan Partners, an affiliate of Bon Secours Mercy Health, to raise the cash price to $25.00 per share and add monthly ticking fees if the merger does not close by March 1, 2027. The company's board said a rival third-party proposal at $28.00 per share was not a superior proposal, citing longer closing time and regulatory risk, and the company still expects the deal to close in the first quarter of 2027.
Merger consideration increased to $25.00 per share in cash, excluding Bain Capital affiliates' rollover shares
Ticking fee of up to $1.61 per share if the merger closes after March 1, 2027, for a maximum of $26.61 per share at the October 23, 2027 outside date
Company termination fee increased to approximately $149.1 million; expense reimbursement capped at $8.25 million
Board reaffirmed its recommendation; the rival proposal at $28.00 per share was judged not superior, and Bain Capital (about 39% ownership) has agreed to vote in favor
Fervo Energy reported third-quarter 2026 results, with net income of $11.7 million driven largely by a $29.9 million tax benefit and an $11.8 million non-cash swap gain, while operating loss widened to $43.7 million from $13.7 million a year earlier. The company lowered its expected second-half 2026 capital spending to $700 million to $750 million from $850 million to $900 million, and said Cape Google 400 commercial operation dates are unchanged, which matters for shareholders weighing construction costs and timing.
Q3 2026 net income of $11.7 million, versus a net loss of $15.8 million in Q3 2025; the release cites $15.4 million of interest income and two non-recurring items
Q3 2026 operating loss of $43.7 million; general and administrative expense rose to $39.4 million from $27.4 million in Q2 2026
Second-half 2026 capital expenditure outlook cut to $700 million to $750 million from $850 million to $900 million, with no change to expected commercial operation dates
Signed a 15-year take-or-pay power purchase agreement with Google for 396 megawatts, with first power expected mid-2028
Safe Harbor reported third-quarter 2026 revenue of $1.95 million, up 6.5%, while swinging to a net loss of approximately $979,000 from net income a year earlier that included a $3.34 million debt extinguishment gain. The company also disclosed a nonbinding term sheet with Opifex Media Inc. under which Opifex security holders would own about 85% of the combined company, and the company's common share count rose sharply after Series B conversions, which shareholders should weigh against these results.
Q3 2026 revenue was $1.95 million, up from $1.83 million; net loss was approximately $979,000, or $0.95 per share, versus net income of approximately $180,000 in Q3 2025.
Nonbinding term sheet with Opifex Media Inc. signed October 23, 2026; Opifex holders would own approximately 85% of the combined company's fully diluted shares, with the Safe Harbor share adjustable from 12.5% to 17.5%.
Series B conversion price reset to $0.1210 on October 22, 2026; common shares outstanding rose from 1,028,702 on September 30 to 132,248,520 on November 6, 2026.
Nasdaq granted an additional period through April 19, 2027 to regain compliance with the $1 minimum bid price; cash was $4.4 million at September 30, 2026, and the filing includes a going concern disclosure.
Heron Therapeutics reported third-quarter 2026 net revenue of $35.3 million, down 7.8% from $38.2 million a year earlier, while its net loss narrowed to $5.0 million from $17.5 million. The same day, Heron agreed to sell substantially all of its assets to CorMedix Therapeutics, a deal that requires Heron stockholder approval, and the company is not providing 2026 financial guidance.
Q3 2026 net revenue was $35.3 million, compared with $38.2 million in Q3 2025 and $37.7 million in Q2 2026.
Q3 2026 net loss was $5.0 million, compared with $17.5 million in Q3 2025.
CorMedix Therapeutics will acquire substantially all of Heron's assets under a definitive asset purchase agreement, subject to Heron stockholder approval and other closing conditions.
Heron withdrew its full-year 2026 guidance in August 2026 and is not providing guidance at this time; cash and short-term investments were $23.4 million at September 30, 2026.
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