23 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.
MaxCyte, Inc. reported preliminary third quarter 2026 revenue of $8.1 million, a 26% increase from the same period in 2025, and raised its full-year 2026 revenue guidance to $34 million, driven by strong core business revenue and Strategic Platform License Program-related revenue.
OUR ANALYSIS → VIEW 8-K →Sono-Tek Corporation reported a 6% increase in first-half revenue and a 41% increase in operating income, driven by strong sales to the medical sector, with medical market sales increasing 289% to $7.05 million. The company also received three new orders totaling approximately $7.19 million, which will ship in fiscal 2028 and significantly increase revenue visibility for that year.
OUR ANALYSIS → VIEW 8-K →Home BancShares reports record third quarter net income of $129.5 million, a 0.8% increase from the prior quarter and 7.9% from the third quarter of 2025, driven by strong net interest income generation and a reduction in credit loss expense.
OUR ANALYSIS → VIEW 8-K →The company announced a $0.12 per share dividend and provided preliminary financial data as of September 30, 2026, including an estimated book value per common share of $6.74 and a debt-to-equity ratio of 7.6x, but this information is routine and already priced in, with no quantified surprises to drive a significant stock move.
OUR ANALYSIS → VIEW 8-K →The company reported a net derivative settlement loss of $207 million for the third quarter of 2026, which may negatively impact earnings, and average realized prices were $85.76 per barrel for oil, $2.48 per Mcf for gas, and $29.40 per barrel for NGLs.
OUR ANALYSIS → VIEW 8-K →Preliminary Q3 results show loan volume of $1.395 billion and total net revenues of $45.1 million, with a net loss of $33.1-34.1 million and adjusted EBITDA loss of $24.8-25.8 million, missing guidance due to proxy-related distractions and interest rate headwinds. The company's liquidity position remains strong, with $81 million in cash and cash equivalents and $9 million in restricted cash.
OUR ANALYSIS → VIEW 8-K →Range Resources Corporation expects to report a total gain on derivatives of $58.1 million and a net cash receipt of $51.9 million for the three months ended September 30, 2026, which is a positive surprise
OUR ANALYSIS → VIEW 8-K →The company reported a total derivative loss of approximately $64.4 million for the quarter, which includes $1.2 million in realized losses and $63.2 million in non-cash mark-to-market unrealized losses, indicating significant hedging losses that may impact the company's financial performance.
OUR ANALYSIS → VIEW 8-K →Comtech Telecommunications Corp reported its fourth quarter and fiscal year 2026 results, highlighting a successful transformation with six consecutive quarters of positive operating cash flow, increased liquidity, and debt reduction, as well as a definitive agreement to sell most of its Satellite and Space Communications business for $157.5 million
OUR ANALYSIS → VIEW 8-K →Equity Bancshares reported strong Q3 earnings with EPS of $1.29 and core EPS of $1.40, driven by organic loan growth and a recently announced merger with Lincoln Bancorp, but the stock's reaction will depend on how these results compare to market expectations
OUR ANALYSIS → VIEW 8-K →The company reported a 20.9% increase in revenue and a significant improvement in gross profit, but a net loss of $760,138 due to higher general and administrative expenses. The increase in revenue and gross profit is a positive sign, but the net loss may be a concern for investors.
OUR ANALYSIS → VIEW 8-K →The filing appears to be a routine 8-K submission with no quantified surprises or material disclosures that could impact the stock price.
OUR ANALYSIS → VIEW 8-K →Aircastle reported Q2 net income of $69 million, beating expectations, and also announced significant gains on sale, contributing to a strong quarter, with total revenues of $283 million and adjusted EBITDA of $247 million.
OUR ANALYSIS → VIEW 8-K →The company announced a special dividend of $4.00 per share and a quarterly cash dividend of $1.02 per share, and also implemented separate North American Ad Funds for its Once Upon A Child and Play It Again Sports brands, which is expected to increase revenues and expenses. The company's net income for the quarter ended September 26, 2026 was $11,818,100 or $3.21 per share diluted, compared to $1
OUR ANALYSIS → VIEW 8-K →Progressive reported a 107% increase in net income for the month ended September 30, 2026, with net income of $630 million, and a combined ratio of 90.0, indicating improved underwriting performance. However, the year-to-date net income decreased by 3% to $2.542 billion.
OUR ANALYSIS → VIEW 8-K →The sale of VodafoneZiggo's passive tower assets for €669 million is a step towards Liberty Global's intended listing of Ziggo Group in Amsterdam in 2027, with proceeds to be used for de-leveraging at VodafoneZiggo. The announcement also mentions record commercial momentum and overall revenue growth at VodafoneZiggo during the third quarter of 2026.
OUR ANALYSIS → VIEW 8-K →Fastenal reported a 15.5% year-over-year increase in daily sales, driven by share gains with larger customers, pricing actions, and broad-based demand, with operating margin improving 90 basis points to 21.5%
OUR ANALYSIS → VIEW 8-K →Morgan Stanley reported strong Q3 earnings with net revenues of $20.3 billion, EPS of $3.03, and ROTCE of 22.6%, driven by strength in Equity and record revenues in Wealth Management. The results indicate continued momentum of the Integrated Firm, with operating leverage and investment in businesses.
OUR ANALYSIS → VIEW 8-K →State Street Corp reported third-quarter 2026 EPS of $3.69, with total revenue of $4.0B, up 13% year-over-year, driven by record quarterly Servicing and Management fees and FX client volumes, and announced the redemption of $500 million in senior notes due 2027
OUR ANALYSIS → VIEW 8-K →Bank of America reported 3Q26 net income of $6.9 billion and EPS of $0.91, with revenue up 3% year-over-year to $30.0 billion, driven by an 8% increase in net interest income to $16.4 billion. However, results included a $1.2 billion regulatory settlement charge, and adjusted net income was $8.1 billion, or $1.08 per share.
OUR ANALYSIS → VIEW 8-K →BlackRock reported strong Q3 results with 19% revenue growth, 25% increase in GAAP diluted EPS, and $205 billion of net inflows, driven by broad-based strength across iShares ETFs, systematic active equities, private markets, and cash. The company's AUM reached $15.5 trillion, with 10% organic base fee growth over the last twelve months.
OUR ANALYSIS → VIEW 8-K →Verastem reported preliminary Q3 revenue of $23.9-24.1 million, exceeding last year's $11.2 million, and announced the retirement of CEO Daniel Paterson, to be replaced by Michael Bailey, with no indication of covenant pressure or dilution
OUR ANALYSIS → VIEW 8-K →The company announced an estimated book value of $6.02 per share as of September 30, 2026, and an estimated GAAP net loss per share of $0.90, including an estimated $1.17 per share of net realized and unrealized losses on RMBS and derivative instruments, which may negatively impact the stock price. The declared dividend of $0.10 per share is likely already priced in.
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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