12 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.
PepsiCo's Q3 2026 results show organic revenue growth, but the company is unable to reconcile its projected 2026 organic revenue growth to reported net revenue growth due to unpredictability of foreign exchange rates and potential acquisitions and divestitures. The filing lacks quantified surprises, such as earnings or guidance beats, or a confirmed takeover at a premium.
OUR ANALYSIS → VIEW 8-K →Applied Digital Corp. reported a 322% year-over-year revenue increase to $341.9 million and a net loss of $221.0 million, but adjusted EBITDA was $64.4 million, beating expectations. The company also announced a 210 MW, 15-year lease with a tier-one hyperscaler customer, representing $5.2 billion of contracted revenue.
OUR ANALYSIS → VIEW 8-K →Safe Pro Group Inc. expects record 2,300% revenue growth in Q3 2026, driven by multiple government contracts for AI-powered threat detection and mapping, with preliminary revenue of over $2.5 million, a significant increase from $101,422 in Q3 2025. The company's strong balance sheet, with significant cash reserves and no long-term debt, supports continued growth and high-margin revenue expansion.
OUR ANALYSIS → VIEW 8-K →AVAX One Technology Ltd. reduced its convertible debt balance by approximately $14.9 million to $970,000, strengthening its balance sheet and enhancing financial flexibility and liquidity, but this update lacks specific earnings or revenue guidance to gauge its impact on the stock price.
OUR ANALYSIS → VIEW 8-K →Worthington Steel's net sales increased 212% year-over-year to $2,726.6 million, but the company reported a net loss attributable to controlling interest of $7.0 million, compared to net earnings of $36.8 million in the prior year quarter. The acquisition of a majority interest in Kloeckner & Co SE has significantly impacted the company's financial results.
OUR ANALYSIS → VIEW 8-K →Profound Medical Corp. reports preliminary Q3 revenue of $9.8-10.0 million, exceeding Bloomberg analyst consensus by 45-47% and representing 85-89% year-over-year growth. The company's strong commercial momentum and expected gross margin above 70% are key drivers of this growth.
OUR ANALYSIS → VIEW 8-K →APA Corp provided supplemental information for Q3 2026, including estimated average realized prices and general and administrative expenses, but did not disclose any significant quantified surprises that would impact the stock price beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →Levi Strauss & Co. reported a 4% increase in net revenues and a 13.8% operating margin for the third quarter, beating expectations, and raised its full-year profit guidance, with plans to initiate a $100 million accelerated share repurchase program.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss of $8.0 million and a decline in revenue of 18.4% year-over-year, with lower project volume and utilization in Consulting and ongoing caution in client decision-making, which may indicate a challenging quarter for the company.
OUR ANALYSIS → VIEW 8-K →Helmerich & Payne expects to report strong operational and segment financial results for the quarter, with direct margins at or near the high-end of previously issued guidance ranges, driven by robust activity levels in North America Solutions and strong growth in Latin America for International Solutions.
OUR ANALYSIS → VIEW 8-K →VAALCO Energy announces successful completion of the offshore Gabon Phase 3 drilling program with encouraging initial well results and provides updates on the Baobab drilling program offshore Cote d'Ivoire, expecting meaningful production growth in 2027. The news is operationally positive but lacks specific quantified surprises on earnings or guidance.
OUR ANALYSIS → VIEW 8-K →The company reported strong quarterly metrics, including 465.8 TBtu of LNG sold and an implied weighted average fixed liquefaction fee of $6.79 per MMBtu, but this information is likely already priced into the stock and does not provide a significant surprise.
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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