37 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.
Northrim BanCorp reported a material impairment charge of $8.8 million due to a single isolated relationship at Northrim Funding Services, expected to reduce after-tax earnings by $6.7 million or $0.29 per diluted share, and also announced a proposed merger with PBCO Financial Corporation, but the impairment charge and potential dilution from the merger may negatively impact the stock price
OUR ANALYSIS → VIEW 8-K →Prologis reported third quarter 2026 financial results with net earnings attributable to common stockholders of $816 million and core FFO attributable to common stockholders/unitholders of $1,545 million, indicating a strong quarterly performance. However, without specific quantified surprises or significant deviations from expectations, the impact is likely neutral.
OUR ANALYSIS → VIEW 8-K →The company is raising approximately $200 million through a public offering of 61,540,000 shares of its Class A common stock at $3.25 per share, which will lead to dilution for existing shareholders. The proceeds will be used to fund operating expenses and capital expenditures into 2029.
OUR ANALYSIS → VIEW 8-K →The company is reducing the scale of its India facility to lower capital requirements and support faster development, but it still needs to secure capital to fund its equity contribution to the joint venture, and its available liquidity is limited to $1.9 million.
OUR ANALYSIS → VIEW 8-K →Crescent Energy Co reported preliminary derivative settlements of $144 million and $383 million for the three and nine months ended September 30, 2026, which may impact their Adjusted EBITDAX, and also announced a Sixteenth Amendment to their Credit Agreement, but the filing lacks a significant quantified surprise to move the stock beyond 1.5% in a week
OUR ANALYSIS → VIEW 8-K →Velo3D announced preliminary Q3 revenue of $19.5-20.5 million, representing 43-51% year-over-year growth, but this is unaudited and subject to change, and the company has not completed its closing procedures for the quarter.
OUR ANALYSIS → VIEW 8-K →Marsh & McLennan reported strong Q3 results with 8% revenue growth, 4% GAAP operating income increase, and 10% adjusted EPS growth, driven by underlying revenue growth of 5% and significant progress in executing its Thrive program.
OUR ANALYSIS → VIEW 8-K →CMC reported strong fiscal Q4 and full-year 2026 results, with net earnings of $212.5 million and $655.8 million, respectively, and core EBITDA margins expanding to 14.8% and 14.5%, driven by metal margin expansion and the inclusion of higher-margin precast operations. The company's results were driven by strong growth in the North America Steel Group and benefits from its Transform, Advance, Grow
OUR ANALYSIS → VIEW 8-K →Tonix Pharmaceuticals disclosed preliminary Q3 results with net revenue from TONMYA estimated between $14.0 million and $15.0 million and cash and cash equivalents of approximately $162.8 million, but the information is subject to revision and should be viewed with caution.
OUR ANALYSIS → VIEW 8-K →U.S. Bancorp reported record net revenue of $7,970 million, a 10% year-over-year increase in net income, and a 9.8% year-over-year increase in diluted earnings per share, driven by strong operating discipline and revenue growth.
OUR ANALYSIS → VIEW 8-K →The company reported a 148% increase in revenue to $41.5 million and announced a contract extension with an existing AI customer and a new customer agreement, putting it on track for $1 billion in annualized run-rate revenue by calendar Q3 2027. However, the net loss was $26.4 million and the company's cost of revenues exceeded its revenue, which may raise concerns about its profitability.
OUR ANALYSIS → VIEW 8-K →The company announced preliminary estimates of its second quarter 2027 operating results, with pre-tax net investment income expected to be in the range of $0.58 to $0.59 per share and net asset value per share expected to be in the range of $16.62 to $16.67, but the actual results may differ due to quarter-end closing and review procedures.
OUR ANALYSIS → VIEW 8-K →Mesabi Trust announced no distribution for the quarter, citing lower royalty payments and no bonus royalty payment, which is a significant decrease from the $0.34 per Unit distribution declared for the same period last year. This decision reflects the Trustees' consideration of several factors, including the desire to maintain adequate levels of the Trust's unallocated reserve and uncertainties in
OUR ANALYSIS → VIEW 8-K →LCNB Corp reported a 5.4% year-over-year increase in third quarter net income to $7.3 million, or $0.51 per diluted share, and an 8.6% year-over-year increase in net interest income for the nine-month period ended September 30, 2026, but also completed a $25 million subordinated debt offering, which may be viewed as dilutive
OUR ANALYSIS → VIEW 8-K →Westamerica Bancorporation reported third quarter 2026 net income of $28.2 million and diluted earnings per common share of $1.22, slightly beating the second quarter 2026 results, with an annualized net interest margin of 3.81 percent and no provision for credit losses.
OUR ANALYSIS → VIEW 8-K →Main Street Capital Corporation announced preliminary estimates of its third quarter 2026 operating results, with distributable net investment income before taxes in line with expectations and a 0.8% to 1.0% increase in net asset value per share, driven by net fair value appreciation on the investment portfolio and accretive equity issuances. The company also announced an increase in the borrowing
OUR ANALYSIS → VIEW 8-K →FMC Corp's update to third-quarter expectations and announcement of commercial actions to expedite return to growth may not have a significant impact on the stock price as the information is qualitative and lacks quantified surprises, and the company also mentions a potential non-cash impairment charge which could affect investor sentiment
OUR ANALYSIS → VIEW 8-K →ManpowerGroup reported a 24% increase in constant currency earnings per share, excluding certain items, and revenues of $4.8 billion, a 4% increase from the prior year period, with the company anticipating diluted earnings per share in the fourth quarter to be between $1.03 and $1.13
OUR ANALYSIS → VIEW 8-K →Plug Power reported preliminary Q3 results with revenue growth of over 10% and a record low net cash usage of $28M, but this is an unaudited update and actual results may differ. The company remains on track with its 2026 revenue growth guidance and has made progress in improving margins and cash flows.
OUR ANALYSIS → VIEW 8-K →River Financial Corp reports a 12.6% increase in tangible book value per share and a 37.9% increase in year-to-date net income, driven by loan growth and improved net interest margin
OUR ANALYSIS → VIEW 8-K →Simmons First National Corp reported Q3 net income of $47.1 million and adjusted net income of $79.0 million, with diluted EPS of $0.32 and adjusted diluted EPS of $0.54, beating expectations. However, the stock's reaction will depend on how much of this is already priced in.
OUR ANALYSIS → VIEW 8-K →Cohen & Steers reported its fifth consecutive quarter of organic growth with $1.6 billion of net inflows and diluted EPS of $0.81, but the announcement lacks a significant quantified surprise relative to market expectations.
OUR ANALYSIS → VIEW 8-K →J.B. Hunt Transport Services Inc. reported Q3 earnings of $1.82 per share, slightly above the prior year's $1.76, with total operating revenues increasing to $3,676,807 from $3,052,897 in the same period last year. Operating income was $247,093, a slight increase from $242,657 in Q3 2025.
OUR ANALYSIS → VIEW 8-K →Prudential Financial reported preliminary financial information, including assets under management of $1.47 trillion and alternative investment income above expectations, but also a $140 million reduction in pre-tax adjusted operating income due to the Prudential of Japan sales suspension. The company also announced segment reporting changes related to its International Businesses segment.
OUR ANALYSIS → VIEW 8-K →Schwab delivered record net new assets and earnings, with quarterly core net new assets of $190.4 billion and GAAP earnings per share of $1.62, exceeding expectations and demonstrating strong client-driven growth and diversified revenue expansion.
OUR ANALYSIS → VIEW 8-K →NB Bancorp, Inc. reported a 9% increase in operating net income and a 5.3% increase in gross loans, but also saw a decline in net interest margin and an increase in non-performing loans. The company declared a quarterly cash dividend of $0.07 per share.
OUR ANALYSIS → VIEW 8-K →Independent Bank Corp reported a 12% increase in diluted earnings per share, driven by strong community banking and a 1.42% return on average assets, with net interest income increasing $9.7 million compared to the prior quarter. The company also repurchased approximately 679,000 shares for $57.4 million during the quarter.
OUR ANALYSIS → VIEW 8-K →Alcoa Corp reported strong third quarter 2026 results with net income of $483 million and adjusted EBITDA of $789 million, driven by improved production costs and higher alumina prices, but partially offset by lower aluminum prices and shipments. The company also generated $643 million in cash from operations and has a cash balance of $4.4 billion.
OUR ANALYSIS → VIEW 8-K →NextTrip's second-quarter revenue decreased 28% year-over-year, but the company is prioritizing investments in its foundation for future growth, including enhancements to NextTrip Pro and the consolidation of JOURNY TV and GoUSA TV. The company's deferred revenue and potential advertising revenue growth are positives, but the decrease in quarterly revenue may outweigh these factors.
OUR ANALYSIS → VIEW 8-K →The company reported a 12% increase in commission revenue and a 19% increase in net interest income, with GAAP diluted EPS of $0.69 and adjusted EPS of $0.67, also raising the quarterly dividend from $0.0875 to $0.15 per share.
OUR ANALYSIS → VIEW 8-K →Bank7 Corp. reported a 22.25% increase in net income to $10.20 million and a 21.84% increase in earnings per share to $1.06, also announcing the upcoming closure of the Century merger on November 1, 2026, which is expected to be highly accretive to earnings
OUR ANALYSIS → VIEW 8-K →The filing is an 8-K report with Item 2.02 and 7.01 disclosures, which includes the company's third quarter 2026 earnings release and investor slide presentation, but it does not contain any quantified surprises or significant updates that would impact the stock price.
OUR ANALYSIS → VIEW 8-K →Kimberly-Clark reported preliminary estimates for Q3 2026, with organic sales growth of -1.3% and adjusted earnings per share of $1.70, which is higher than the $1.45 in Q3 2025, but the company's net sales and gross profit are down compared to the same period last year.
OUR ANALYSIS → VIEW 8-K →PNC reported third quarter 2026 net income of $2.1 billion and $4.97 diluted EPS, with an adjusted diluted EPS of $5.09, driven by increased net interest income and reduced expenses, but fee income decreased 6% primarily due to elevated 2Q26 capital markets activity
OUR ANALYSIS → VIEW 8-K →BNY reported third quarter 2026 earnings per common share of $2.34, with the CEO commenting on strong results, but the filing does not provide enough information to determine if this is a quantified surprise relative to expectations.
OUR ANALYSIS → VIEW 8-K →Interpace Biosciences announced preliminary Q3 revenue of $10.1-10.4 million, representing 11-14% quarter-over-quarter growth and 15-18% year-over-year growth, but this is preliminary and unaudited, subject to completion of quarter-end closing procedures and review by the independent auditor.
OUR ANALYSIS → VIEW 8-K →SenesTech reported record preliminary third quarter revenue of $1.1 million, exceeding $1 million for the first time and representing 40% sequential growth, driven by momentum in e-commerce and increasing traction in B2B.
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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