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The whole archive: 33,711 AI briefs of material SEC Form 8-K filings by 4,788 companies: 2,325 written within three weeks of the filing (filed since Oct 19, 2026) and 31,386 written later, for past filings. Pick a month, or filter by date, 8-K item, tone, impact, topic or ticker.

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SMCSummit Midstream Corp Nov 9, 4:57 PM ET

Summit Midstream Q3 net income rises to $15.9 million; 2026 EBITDA guidance raised

Positive guidance 2.02

Summit Midstream reported third quarter 2026 net income of $15.9 million, compared with $5.0 million a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $250 million to $260 million from $235 million to $255 million. Common stock dividends remain suspended, and the company's total net leverage ratio was approximately 3.9x as of September 30, 2026.

  • Q3 2026 net income $15.9 million vs. $5.0 million in Q3 2025; diluted EPS $0.58 vs. a loss of $0.13
  • Total revenues $183.0 million vs. $146.9 million a year earlier; Adjusted EBITDA $70.7 million vs. $65.5 million
  • 2026 Adjusted EBITDA guidance raised to $250 million to $260 million from $235 million to $255 million
  • Common stock dividends remain suspended; Series A Preferred dividend payable to holders of record on December 1, 2026
Read the filing on SEC.gov ↗
TDWTIDEWATER INC Nov 9, 4:55 PM ET

Tidewater Q3 revenue rises to $360.4 million; net income $17.5 million

Positive earnings 2.02

Tidewater reported third-quarter 2026 revenue of $360.4 million, up from $341.1 million a year earlier, and net income attributable to the company of $17.5 million, or $0.35 per diluted share, compared with a loss of $0.8 million a year earlier. The company also initiated 2027 revenue guidance of $1.70 to $1.75 billion and updated its 2026 revenue guidance to $1.43 to $1.44 billion, while closing a $500 million all-cash acquisition of Wilson Sons Ultratug Offshore.

  • Q3 2026 revenue of $360.4 million, up 5.3% from the second quarter of 2026
  • Q3 2026 net income of $17.5 million ($0.35 per diluted share), versus a $0.8 million loss a year earlier
  • Nine-month 2026 net income of $45.3 million, down from $114.8 million in the first nine months of 2025
  • 2027 revenue guidance of $1.70 to $1.75 billion; 2026 revenue guidance updated to $1.43 to $1.44 billion
Read the filing on SEC.gov ↗
ELMTElmet Group Co. Nov 9, 4:50 PM ET

Elmet Group Q3 revenue up 55.6% to $79.6 million; backlog reaches $347.4 million

Positive earnings 2.02

Elmet Group reported third-quarter 2026 results for the period ended October 2, 2026, with revenue up 55.6% to $79.6 million and net income of $8.3 million, or $0.24 per diluted share, compared with $1.6 million, or $0.08, a year earlier. Gross margin rose to 31.3% and open order backlog reached a company record $347.4 million, though nine-month net income fell to $3.5 million from $4.0 million and the release gives no new guidance.

  • Q3 revenue was $79.6 million versus $51.1 million a year earlier; gross profit margin was 31.3% versus 21.7%.
  • Adjusted EBITDA was $17.0 million, or 21.3% of revenue, versus $7.4 million, or 14.5%, in Q3 2025.
  • Q3 net income was $8.3 million, or $0.24 per diluted share, versus $0.08 per diluted share a year earlier.
  • Nine-month net income was $3.5 million, or $0.10 per diluted share, versus $4.0 million, or $0.20, for the nine months ended September 30, 2025.
Read the filing on SEC.gov ↗
ASTSAST SpaceMobile, Inc. Nov 9, 4:49 PM ET

AST SpaceMobile Q3 revenue rises to $42.3 million; net loss narrows to $0.44 per share

Positive earnings 2.027.01

AST SpaceMobile reported third quarter 2026 revenue of $42.3 million, up from $14.7 million a year earlier, and a net loss attributable to common stockholders of $132.4 million, or $0.44 per share, compared with $122.9 million, or $0.45 per share, in the third quarter of 2025. The company said it remains on target for its revenue guidance of $150.0 million to $200.0 million and cited about $1.0 billion in non-dilutive Japanese government funding for satellite manufacturing and launch.

  • Q3 2026 total revenue was $42.3 million versus $14.7 million in Q3 2025; nine-month revenue was $88.6 million versus $16.6 million
  • Net loss attributable to common stockholders was $132.4 million, or $0.44 per share, versus $122.9 million, or $0.45 per share, a year earlier
  • Company remains on target for 2026 revenue guidance of $150.0 million to $200.0 million
  • Cash, cash equivalents and restricted cash were approximately $3.2 billion as of September 30, 2026
Read the filing on SEC.gov ↗
QXOQXO, Inc. Nov 9, 4:42 PM ET

QXO pre-releases Q3 adjusted EBITDA of $557 million; Jacobs to invest $1 billion in CKX

Positive m&a 7.01

QXO Chairman and CEO Brad Jacobs said on a November 9, 2026 conference call that September sales were much stronger than expected and that the company pre-released third-quarter adjusted EBITDA of $557 million on revenue of $4.9 billion, an 11.4% margin. He also said his family office will lead a $1 billion cash investment in NYSE American-listed CKX Lands, under which he would own a majority stake and become its chairman and CEO while remaining QXO's chairman and CEO.

  • Preliminary Q3 adjusted EBITDA of $557 million on revenue of $4.9 billion, an adjusted EBITDA margin of 11.4%
  • Companywide pricing improved 2.2% year-over-year in Q3; daily sales rose 5.4% year-over-year across the company in October
  • $1 billion CKX investment: $900 million from Jacobs Private Equity and $100 million from co-investors led by Heritage Partners, with CKX stockholder approval still required
  • Long-term target of $4 billion adjusted EBITDA by 2030 before additional acquisitions, versus roughly $1.75 billion in current consensus estimates
Read the filing on SEC.gov ↗
MLABMESA LABORATORIES INC /CO/ Nov 9, 4:35 PM ET

Mesa Labs Q2 revenue up 2.6%, net income up 75%; first full-year guidance issued

Positive earnings 2.02

Mesa Laboratories reported fiscal second-quarter revenue of $62.3 million, up 2.6%, and net income of $4.3 million, up 75.3%, or $0.75 per diluted share versus $0.45 a year earlier. The company also issued its first fiscal 2027 guidance, calling for revenue of $250 million to $255 million and adjusted EBITDA of $66 million to $68 million, and authorized a share repurchase of up to $40 million.

  • Q2 revenue $62.3 million, up 2.6%; adjusted EBITDA $17.3 million, up 21.1%, or 27.8% of revenue
  • Fiscal 2027 guidance (year ending March 31, 2027): revenue $250 million to $255 million; adjusted EBITDA $66 million to $68 million
  • Board terminated its 2005 buyback program on November 4, 2026 and authorized up to $40 million in repurchases through December 31, 2028
  • Savings Plan announced October 13, 2026 expects total pre-tax restructuring charges of $2.6 million to $3.4 million, mainly in the second half of fiscal 2027
Read the filing on SEC.gov ↗

Babcock & Wilcox Q3 revenue rises 109% to $290.8 million; net income $93.9 million

Positive earnings 2.02

Babcock & Wilcox reported third quarter 2026 revenue of $290.8 million, up from $139.2 million a year earlier, and net income of $93.9 million, up from $35.1 million. Net income was lifted by an $85.1 million change in the fair value of customer warrants, and adjusted net income was $4.8 million. The company reiterated its 2026 Adjusted EBITDA target of $80.0 million to $105.0 million and issued a 2027 Adjusted EBITDA target of $125 million to $140 million.

  • Q3 2026 revenue of $290.8 million vs. $139.2 million in Q3 2025; Adjusted EBITDA of $17.7 million vs. $9.4 million
  • Net income of $93.9 million includes an $85.1 million change in fair value of customer warrants; adjusted net income was $4.8 million
  • Basic EPS of $0.61 vs. $0.30 in Q3 2025; Q3 bookings of $228 million and backlog of $2.5 billion
  • 2026 Adjusted EBITDA target of $80.0 million to $105.0 million reiterated; 2027 target of $125 million to $140 million issued
Read the filing on SEC.gov ↗
PIIIP3 Health Partners Inc. Nov 9, 4:24 PM ET

P3 Health Partners raises 2026 adjusted EBITDA guidance midpoint to $100 million

Positive earnings 2.02

P3 Health Partners reported third quarter 2026 revenue of $396 million, up 15% from a year earlier, and net income of $30.8 million versus a net loss of $69.5 million in the prior-year quarter. The company raised the low end of its full-year 2026 Adjusted EBITDA guidance to $90 million, moving the midpoint to $100 million, though the quarter also benefited from payer settlements and prior-year development.

  • Q3 2026 total revenue was $396 million, up 15% from $345 million a year earlier.
  • Q3 2026 Adjusted EBITDA was $20.9 million, compared with a loss of $45.9 million in Q3 2025.
  • Full-year 2026 Adjusted EBITDA guidance is now $90 million to $110 million, up from a lower low end.
  • Q3 medical margin of $43.9 million included favorable payer settlements; excluding these items it was $35.0 million.
Read the filing on SEC.gov ↗
CHRSCoherus Oncology, Inc. Nov 9, 4:20 PM ET

Coherus Oncology Q3 revenue rises to $14.3 million; net loss narrows, headcount cut about 30%

Positive earnings 2.02

Coherus Oncology reported third quarter 2026 net revenue from continuing operations of $14.3 million, up from $11.6 million a year earlier, and a narrower net loss from continuing operations of $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share. The company also announced a strategic prioritization plan that focuses tagmokitug development on esophageal cancer and reduces headcount by about 30%, with the CFO saying these benefits will be realized over the next two quarters.

  • Q3 2026 net revenue from continuing operations was $14.3 million, versus $11.6 million in Q3 2025; LOQTORZI revenue was $14.0 million, up 25% from $11.2 million.
  • Q3 2026 GAAP net loss from continuing operations was $38.9 million, or $(0.25) per share, versus $44.5 million, or $(0.38) per share, in Q3 2025.
  • Right-sizing reduces headcount by about 30% and is expected to lower core cash burn by $6 million to $7 million per quarter.
  • Cash, cash equivalents and marketable securities were $83.6 million at September 30, 2026, versus $172.1 million at December 31, 2025.
Read the filing on SEC.gov ↗

Lincoln Educational Services Q3 revenue up 12.6%; raises full-year revenue guidance

Positive earnings 2.02

Lincoln Educational Services reported third-quarter 2026 revenue of $159.2 million, up 12.6% from $141.4 million, with net income of $4.7 million, up from $3.8 million. The company raised its full-year 2026 revenue guidance to $600.0 million to $605.0 million while reiterating its adjusted EBITDA guidance of $76.0 million to $80.0 million.

  • Q3 2026 revenue of $159.2 million, up from $141.4 million; net income of $4.7 million, up from $3.8 million
  • Diluted EPS of $0.15 versus $0.12; adjusted EBITDA of $17.4 million, up 30.8%
  • 2026 revenue guidance raised to $600.0 million to $605.0 million; student start growth guidance narrowed to 10% to 12%
  • Board raised the share repurchase authorization by $30 million to $70 million total, with more than $37 million remaining
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.