28 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.
Solitron Devices reported a 42% increase in net sales and a net income of $1.30 million, or $0.60 per share, for the fiscal 2027 second quarter, with a record backlog of $24.11 million, but the income was negatively impacted by $200,000 in professional fees related to exploring strategic alternatives
OUR ANALYSIS → VIEW 8-K →XTI Aerospace's internal review found no financial misstatements and the company is on track to report second quarter results, but is withdrawing its previously issued 2026 financial guidance, which may lead to uncertainty and negatively impact the stock price. The preliminary second quarter results show a loss from operations of approximately $9.1 million, which could also be a concern for invest
OUR ANALYSIS → VIEW 8-K →The company reported a preliminary loss from net settlement from commodity derivatives of $134 million and realized oil prices below Brent, but expects improvements in realizations due to ongoing commercial and logistics actions. The lack of comprehensive earnings data and significant derivative losses may impact investor sentiment.
OUR ANALYSIS → VIEW 8-K →JPMorgan Chase reported Q3 2026 net income of $15.3 billion, or $5.57 per share, beating expectations, with strong performance across all lines of business, including a 14% increase in Investment Banking fees and a 15% increase in Markets revenue.
OUR ANALYSIS → VIEW 8-K →Wells Fargo reported third quarter 2026 net income of $6.0 billion, or $1.87 per diluted share, with broad-based growth and higher earnings, and repurchased 28.6 million shares of common stock, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →UnitedHealth Group reported third quarter 2026 results with revenues of $112.7 billion, earnings from operations of $6.6 billion, and raised guidance for full year 2026 adjusted net earnings to at least $20.50 per share, exceeding prior expectations.
OUR ANALYSIS → VIEW 8-K →Enovix Corp reports preliminary Q3'26 revenue of $11.0 million, up 38% year-over-year and beating guidance, driven by growth in drone and defense pipeline, and announces leadership realignment to focus on these opportunities, including the appointment of a Chief Revenue Officer
OUR ANALYSIS → VIEW 8-K →Redwood Trust announced the timing of its third quarter 2026 financial results and provided commentary from its CEO, including the distribution of over $8 billion of mortgage loans and a cash position of approximately $190 million, but no quantified surprise was disclosed.
OUR ANALYSIS → VIEW 8-K →EQT expects to report a total gain on derivatives of $100 million for the three months ended September 30, 2026, with net cash settlements received on derivatives of $70 million, which may positively impact the stock price.
OUR ANALYSIS → VIEW 8-K →AZZ Inc. reported record quarterly sales and earnings, with total sales up 16.7% to $486.9 million, and raised fiscal year 2027 guidance, driven by strong execution and the strength of its long-term strategy and business model.
OUR ANALYSIS → VIEW 8-K →Better Home & Finance Holding Company reported preliminary Q3 results with a 15% increase in total loan volume and a 64% increase in Tinman AI platform volume, along with announced expense reductions of $13 million implemented and $51 million targeted over the next four weeks, which could positively impact the stock price if achieved.
OUR ANALYSIS → VIEW 8-K →The company has entered into a new credit agreement for a $500 million senior secured revolving credit facility to finance the Pilot Water Acquisition and refinance existing indebtedness, with borrowings bearing interest at a margin ranging from 2.25% to 3.25% over the Term SOFR Rate, and the agreement contains certain restrictions and covenants, including a net total leverage ratio of not more th
OUR ANALYSIS → VIEW 8-K →Albertsons reported Q2 fiscal 2026 results with net income of $52 million, or $0.11 per share, and adjusted EBITDA of $784 million, which is a decrease from the previous year's Q2 results, and the company announced a comprehensive business review to improve performance and reduce costs.
OUR ANALYSIS → VIEW 8-K →Emerson Electric Co. is adopting mark-to-market accounting for pension and postretirement benefits, expecting a pretax gain of less than $5 in the fourth quarter of fiscal 2026, and the change increased earnings for the nine months ended June 30, 2026 by $8, which was not reflected in the Company's previously announced fiscal 2026 outlook.
OUR ANALYSIS → VIEW 8-K →Unity Bancorp reported quarterly earnings of $17.4 million, or $1.70 per diluted share, with net interest income increasing by $2.5 million and net interest margin expanding by 11 basis points, driven by strong loan originations and repricing of existing loans. The company also benefited from a one-time $2.5 million tax benefit from the purchase of transferable federal investment tax credits.
OUR ANALYSIS → VIEW 8-K →The company's third-quarter update highlights progress on its Aurora Uranium Project and Small Modular Reactor technology platform, but lacks quantified surprises or significant news that would impact the stock price beyond routine updates.
OUR ANALYSIS → VIEW 8-K →Flyte Aviation reports record preliminary third quarter revenue of $2.15 million, up 110% quarter over quarter, driven by a 150% increase in aviation revenue and a surge in user base to over 20,000, but the results are preliminary and subject to change
OUR ANALYSIS → VIEW 8-K →Citigroup reported a 53% increase in EPS to $2.85, exceeding expectations, with revenue growth driven by Services, Wealth, Markets, and Banking segments, and a notable reduction in expenses, which should positively impact the stock price. The company also returned $4.1 billion to shareholders through repurchases and dividends, demonstrating its commitment to returning value to investors.
OUR ANALYSIS → VIEW 8-K →Johnson & Johnson reported a 5.9% increase in third-quarter sales and raised its 2026 guidance, with estimated reported sales of $101.2 billion and adjusted EPS of $11.10, driven by strong operational performance and innovation in its MedTech and pharmaceutical segments.
OUR ANALYSIS → VIEW 8-K →The company reported a clean operational quarter with all basins meeting internal expectations, and provided updates on capital expenditures, hedging results, and shareholder returns, but the information is preliminary and subject to completion of financial closing procedures, and no significant surprises were disclosed.
OUR ANALYSIS → VIEW 8-K →Goldman Sachs reported third quarter earnings per common share of $17.01, with net revenues of $18.68 billion, 23% higher than the third quarter of 2025, driven by significantly higher net revenues in Global Banking & Markets, particularly in Equities and Investment banking fees.
OUR ANALYSIS → VIEW 8-K →Occidental Petroleum provided a summary of factors that will impact its third quarter 2026 results, including production levels, operating costs, and average realized prices, but did not provide a comprehensive earnings estimate or any significant surprises, and the information is subject to finalization of the company's financial reporting process.
OUR ANALYSIS → VIEW 8-K →The company is raising $86.6 million in a private placement, which will lead to dilution, and has also amended its loan agreement, prepaying $70 million of term loans. The private placement and loan amendment indicate the company's need for additional funding, which may put pressure on its financials.
OUR ANALYSIS → VIEW 8-K →Nurix Therapeutics reported a strong quarter with significant corporate updates, including the dosing of the first patient in the registrational Phase 3 DAYBreak CLL-306 trial and the advancement of its wholly owned oncology portfolio, with a cash runway into the second half of 2029. The company also earned $27M from collaborations with Gilead, Pfizer, and Sanofi, and presented positive clinical d
OUR ANALYSIS → VIEW 8-K →FB Financial Corp reports Q3 diluted EPS of $1.20, beating the previous quarter's $1.13, with annualized loan growth of 9.68% and deposit growth of 8.82%, but the recent $125 million subordinated debt issuance may indicate potential dilution or covenant pressure
OUR ANALYSIS → VIEW 8-K →Domino's Pizza reported global retail sales growth of 3.2% and U.S. same store sales growth of 0.3%, with income from operations increasing 8.3%, but these results may not be enough to significantly move the stock price given the modest growth rates.
OUR ANALYSIS → VIEW 8-K →ImmuCell reports a 46% increase in product sales for Q3 2026, driven by a recovery from depressed sales levels in Q3 2025 and improvements in commercial execution, with total sales reaching $8.0 million.
OUR ANALYSIS → VIEW 8-K →NexPoint Capital, Inc. declared a cash distribution of $0.09 per share, and the net asset value per share was determined to be $4.44, but there's no quantified surprise in the filing that would significantly impact the stock price.
OUR ANALYSIS → VIEW 8-K →The material filings, RNS and EU notices in one email every market day, read and scored by AI.
Subscribe free →Oct 14 (5) · Oct 9 (8) · Oct 8 (20) · Oct 7 (12) · Oct 6 (17) · Oct 5 (17) · Oct 2 (7) · Oct 1 (13) · Sep 30 (14) · Sep 29 (8) · Sep 28 (8) · Sep 25 (5) · Sep 24 (11) · Sep 23 (7) · Sep 22 (6) · Sep 21 (4) · Sep 18 (8) · Sep 17 (3) · Sep 16 (3) · Sep 15 (7)