8 US companies filed quarterly results with the SEC (8-K Item 2.02). We read every one and called the likely one-week price move. Calls are graded in the open.
The company is revising its non-GAAP financial measures, specifically Adjusted EBITDA and Adjusted EBITDAR, due to inadvertent errors in the historical period reconciliations, resulting in an understatement of these metrics for the applicable historical periods.
OUR ANALYSIS → VIEW 8-K →SolarMax Technology reported a 49% increase in revenue and a 299% increase in gross profit for the second quarter of 2026, but a one-time $4.3 million legal judgment expense contributed to a higher net loss. The company's focus on engineering, procurement, and construction projects and expansion into industrial EPC services provides a foundation for long-term growth.
OUR ANALYSIS → VIEW 8-K →The company has taken on a $956,000 term loan with Bank Midwest to purchase a new fiberoptic laser and crane system, which may indicate investment in growth but also increases debt, and the interest rate is 6.65% for the first 60 payments, then floats at 1-month SOFR plus 3.1%
OUR ANALYSIS → VIEW 8-K →Cosmos Health Inc. reported record preliminary nine-month revenue of $54.3 million, up 19% year over year, and reaffirmed its 2026 revenue outlook of over $90 million, driven by growth across all core segments, including contract manufacturing, pharmaceutical distribution, and proprietary brands.
OUR ANALYSIS → VIEW 8-K →The company reported strong liquidity with over $70 million in cash and is on track to complete the full-scale demonstrator aircraft by the first quarter of calendar 2027, but there are no quantified surprises in the filing that would significantly impact the stock price.
OUR ANALYSIS → VIEW 8-K →AVNT appoints Michael J. Frank as President and CEO with a significant compensation package, including a $1.222 million base salary, $1.6 million sign-on cash payment, and $5 million in restricted stock units, but no quantified surprise or material change to the company's operations or financials is disclosed
OUR ANALYSIS → VIEW 8-K →Delta Air Lines reported a strong September quarter with record revenue and provided an upbeat outlook for the December quarter and full year 2026, expecting revenue to grow approximately 20% and EPS to be between $5.10 and $5.60
OUR ANALYSIS → VIEW 8-K →The company reported a 22.4% increase in net income for the nine months ended September 30, 2026, and a 19.4% increase in earnings per diluted share, driven by growth in loans, deposits, and assets.
OUR ANALYSIS → VIEW 8-K →The material filings, RNS and EU notices in one email every market day, read and scored by AI.
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