68 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 67 and called the likely one-week price move. Calls are graded in the open.
Pega's Q3 results show 20% growth in Pega Cloud ACV and 6% growth in total ACV, with the company taking actions to accelerate growth and capitalize on the AI market opportunity, but cash flow generation may be adversely affected due to evolving purchasing behaviors and go-to-market execution challenges.
OUR ANALYSIS → VIEW 8-K →United Airlines reported record 17% revenue growth in Q3 and expects record Q4 revenue growth, driven by strong customer demand and investments in Starlink Wi-Fi and other amenities, with Q3 adjusted diluted earnings per share of $2.54 and expected Q4 total operating revenue growth of over 20% year-over-year
OUR ANALYSIS → VIEW 8-K →Super Micro Computer, Inc. reported preliminary revenues and gross margins for Q1'27 that exceeded guidance, driven by increased demand for AI platforms, with estimated revenues of $18.5-19.5 billion and gross margins of 12.0-12.5%.
OUR ANALYSIS → VIEW 8-K →Weatherford International plc reported a strong third quarter with revenue increasing 3% sequentially, operating income up 43%, and net income up 208%, driven by margin expansion and strong cash generation, despite operational disruptions in the Middle East. The company also completed the acquisition of NCS Multistage and announced plans to redeem $236 million of senior notes, further improving it
OUR ANALYSIS → VIEW 8-K →Nicolet Bankshares reported a net income of $64 million for the third quarter of 2026, with diluted earnings per share of $2.96, and also declared a quarterly cash dividend of $0.36 per share, while completing the MidWestOne integration and core systems conversion, and showing an expanded net interest margin of 4.19%
OUR ANALYSIS → VIEW 8-K →Agree Realty Corporation reported a 18.5% increase in Net Income per share and a 4.9% increase in Core FFO per share, with a well-positioned balance sheet and approximately $2.0 billion of liquidity. The company also increased its 2026 AFFO per share guidance to $4.58 to $4.59.
OUR ANALYSIS → VIEW 8-K →Intuitive Surgical reported a 22% increase in revenue to $3.05 billion and non-GAAP net income of $1.05 billion, or $3.00 per diluted share, beating expectations, but also included a pre-tax charge of $450 million for antitrust class action litigation settlement.
OUR ANALYSIS → VIEW 8-K →SpaceX reported a significant earnings beat with revenue of $14.6 billion, up 161% year-over-year, and net income of $4.4 billion, driven by strong growth in its Super Intelligence and Connectivity segments. The company's Adjusted EBITDA also increased by 306% to $8.8 billion, indicating improving operational efficiency.
OUR ANALYSIS → VIEW 8-K →The distribution of $0.045191 per unit is higher than the previous month due to a final settlement payment from Blackbeard Operating and higher natural gas volumes and pricing for the Texas Royalty Properties, but the Waddell Ranch properties had an excess cost position, which will need to be recovered before any proceeds are distributed to the Trust.
OUR ANALYSIS → VIEW 8-K →Steel Dynamics reported record steel shipments and net income of $756 million, or $5.26 per diluted share, with a 44% sequential increase in consolidated operating income, driven by improving steel prices and strong demand, as well as progress in its aluminum operations.
OUR ANALYSIS → VIEW 8-K →The company reported earnings of $1.08 per share for Q3, a decrease from $1.10 in Q2, and net interest income of $309MM, down 2% from Q2. The efficiency ratio improved to 56.7% and non-interest expense decreased 4% from Q2.
OUR ANALYSIS → VIEW 8-K →Genuine Parts Company reported third-quarter sales of $6.5 billion, a 4.2% increase year-over-year, and adjusted net income of $286 million, or $2.07 per diluted share, while narrowing its 2026 outlook for adjusted EPS to $7.50 to $7.75 from $7.50 to $8.00.
OUR ANALYSIS → VIEW 8-K →GM's Q3 earnings beat expectations with $3.3 billion net income and $4.1 billion EBIT-adjusted, and the company announced a new $20 billion share repurchase authorization, but the updated full-year guidance is relatively narrow and doesn't significantly exceed prior expectations
OUR ANALYSIS → VIEW 8-K →Vicor Corporation reports a 37.5% sequential increase in product and royalty revenues and a 78.5% year-over-year increase, with net income of $63.3 million or $1.33 per diluted share, beating previous quarter's net income of $49.8 million or $1.04 per diluted share
OUR ANALYSIS → VIEW 8-K →RTX Corp reports Q3 2026 results with double-digit sales and earnings growth, and raises its 2026 outlook for adjusted sales, adjusted EPS, and free cash flow. The company's strong operational performance and robust demand for its products are key drivers of this growth.
OUR ANALYSIS → VIEW 8-K →Equifax delivered a strong 10% revenue growth in the third quarter, driven by 8% growth in Diversified Markets, but reduced its full-year revenue guidance due to a weaker U.S. mortgage market. The company returned $158 million to shareholders and expects to deliver Adjusted EPS of $8.50 per share, a reduction of only $0.04 per share from previous guidance.
OUR ANALYSIS → VIEW 8-K →GE Aerospace reported strong Q3 results with total orders up 49%, revenue up 16%, and adjusted EPS up 36%, also raising full-year guidance. The company's backlog and recent contract wins, including a $2.9B defense contract, position it for continued growth.
OUR ANALYSIS → VIEW 8-K →The company has completed a private placement, raising $95.1 million in gross proceeds, which will be used to advance its ophthalmology pipeline, but this capital raise through the issuance of new shares and warrants means dilution for existing shareholders.
OUR ANALYSIS → VIEW 8-K →The company is exiting its distributed retail and consumer direct mortgage origination channels, with a proposed sale to CMG Financial, and expects restructuring charges of $6-7 million, which may impact earnings, but the news is likely already priced in given the lack of surprise in the announcement
OUR ANALYSIS → VIEW 8-K →Bridgewater Bancshares reported a strong third quarter with net income of $15.0 million, or $0.49 per diluted common share, and a notable increase in pre-provision net revenue and net interest income, driven by robust core deposit growth and a shift towards more variable-rate loans.
OUR ANALYSIS → VIEW 8-K →The company reported its Q1 fiscal year 2027 results, but the filing does not contain any quantified surprises or significant updates that would impact the stock price beyond routine earnings announcements.
OUR ANALYSIS → VIEW 8-K →FNB Corp reported Q3 net interest income of $376.5 million, up 3.0% from Q2 and 4.8% from Q3 2025, with a provision for credit losses of $19.6 million, down 8.1% from Q2 and 18.1% from Q3 2025. Total assets are $52 billion, with 355 banking offices across several states.
OUR ANALYSIS → VIEW 8-K →Halliburton's Q3 revenue and adjusted operating margin were in line with expectations, and the company announced a positive outlook for 2027 with expected mid-single digit revenue growth and operating margins of about 15%. However, the actual numbers were slightly lower than the previous quarter, with net income of $0.50 per diluted share and adjusted net income per diluted share of $0.60.
OUR ANALYSIS → VIEW 8-K →The company reported second quarter revenue of $32.4 million and gross profit of $5.6 million, with a gross profit margin of approximately 17%, and provided an updated financial outlook for 2026, including full year revenue of $125 million to $130 million and gross profit margin of 17% to 19%.
OUR ANALYSIS → VIEW 8-K →Chubb Ltd reported Q3 net income of $2.84 billion, up 1.5%, and core operating income of $2.98 billion, down 2.2%, with a P&C combined ratio of 84.1% and record year-to-date per share net income and core operating income. The results are largely in line with expectations, with no major quantified surprises.
OUR ANALYSIS → VIEW 8-K →Alaska Air Group reported a net loss of $147 million for the quarter, with operating revenue increasing 14% year-over-year, but operating expenses rising 17%, driven by a 60% increase in aircraft fuel costs. The company's operating income declined 45% year-over-year, and the net loss per share was $1.32, missing analyst expectations.
OUR ANALYSIS → VIEW 8-K →The San Juan Basin Royalty Trust will not declare a monthly cash distribution for October due to excess production costs and low natural gas pricing, with a cumulative excess production cost balance of approximately $12.4 million gross and $9.3 million net to the Trust.
OUR ANALYSIS → VIEW 8-K →Interparfums reported flat net sales of $430 million for the third quarter and a 1% increase in year-to-date sales, with European-based operations driving growth, while the average dollar/euro exchange rate led to a 0.4% foreign exchange loss for the quarter and a 1.5% foreign exchange gain for the first nine months.
OUR ANALYSIS → VIEW 8-K →Metropolitan Bank Holding Corp. reported strong Q3 2026 results with net interest margin expansion to 4.36%, diluted EPS of $2.58, and a quarterly cash dividend of $0.40 per share, driven by disciplined loan and deposit growth, lower funding costs, and continued net interest margin expansion.
OUR ANALYSIS → VIEW 8-K →Annaly Capital Management reported a GAAP net loss of $1.36 per share and EAD of $0.80 per share, with economic return of (7.6%) for the quarter, and raised $757 million of accretive capital through its at-the-market sales program, which may lead to dilution
OUR ANALYSIS → VIEW 8-K →The CFO resignation is offset by the appointment of a new CFO with relevant experience, and the company reported strong Q3 results with 34% revenue growth and 50% net income increase.
OUR ANALYSIS → VIEW 8-K →VOC Energy Trust announced a quarterly distribution of $0.19 per unit, which is based on the net profits for the quarterly payment period ended September 30, 2026, and is payable on November 13, 2026. The distribution amount is $3,230,000, which is a relatively stable outcome and does not contain significant surprises.
OUR ANALYSIS → VIEW 8-K →CSB Bancorp, Inc. reported a 20% increase in third quarter 2026 net income to $4,987,000, or $1.90 per diluted share, driven by strong net interest income growth and an improved net interest margin, with annualized returns on average common equity and average assets of 14.67% and 1.50%, respectively.
OUR ANALYSIS → VIEW 8-K →QCR Holdings, Inc. reported record diluted earnings per share of $2.21 and net income of $36.4 million for the third quarter of 2026, with a 1.52% return on average assets and a 3.58% net interest margin on a tax-equivalent yield basis, driven by margin expansion, robust loan growth, and increased capital markets revenue.
OUR ANALYSIS → VIEW 8-K →Capital One reported third quarter 2026 net income of $3.5 billion, or $5.61 per share, with adjusted net income of $6.69 per diluted common share, driven by a 3% increase in total net revenue and a 10% increase in pre-provision earnings.
OUR ANALYSIS → VIEW 8-K →East West Bancorp reports record quarterly net income of $382 million and record quarterly diluted earnings per share of $2.76, with total loans and deposits reaching new record levels, driven by strong fee income and disciplined credit and expense management.
OUR ANALYSIS → VIEW 8-K →Netflix reported Q3 revenue growth of 12% year over year, with operating margin of 34.6%, ahead of forecast due to timing of expenses, and guided for Q4 revenue of $13.4 billion with an operating margin of 26.0%
OUR ANALYSIS → VIEW 8-K →Bank First Corp reported net income of $23.8 million, or $2.15 per share, for the third quarter of 2026, beating prior-year results, with adjusted net income (non-GAAP) of $26.1 million, or $2.35 per share, after removing acquisition expenses and certain asset sales. The company also declared a quarterly cash dividend of $0.65 per share, an increase of 8.3% and 44.4% over the prior quarter and pri
OUR ANALYSIS → VIEW 8-K →Hancock Whitney Corporation reported third quarter 2026 EPS of $1.36, with adjusted EPS of $1.66, up 7% from the prior quarter, driven by strong loan and deposit growth, as well as an improved efficiency ratio. The company's acquisition of OFB Bancshares, Inc. contributed to the growth, but also resulted in a pretax charge of $30.4 million, or $0.30 per share, related to the acquisition.
OUR ANALYSIS → VIEW 8-K →Mesa Royalty Trust announced no distribution for October 2026 due to costs exceeding revenue, and distributions are expected to be materially reduced until cash reserves reach $2.0 million. This news indicates a negative impact on the stock price due to reduced distributions and uncertainty about future payments.
OUR ANALYSIS → VIEW 8-K →The company declared a monthly cash distribution of $0.016204 per Trust Unit, based on production during August 2026, which is a decrease from the prior month's distribution due to lower oil sales volumes, despite an increase in natural gas sales prices.
OUR ANALYSIS → VIEW 8-K →Capital City Bank Group, Inc. reported net income of $16.9 million, or $0.99 per diluted share, for the third quarter of 2026, with a 7 basis point increase in net interest margin to 4.42% and improved credit quality, but loan balances and deposit balances decreased slightly. The company's earnings beat the previous quarter's results, but the stock's reaction will depend on how these results compa
OUR ANALYSIS → VIEW 8-K →Mueller Industries reported a 31% increase in net sales and a 6% increase in net income for the third quarter, driven by unit volume growth and price adjustments related to rising material costs, with diluted EPS increasing to $1.00 versus $0.94 in the prior year period.
OUR ANALYSIS → VIEW 8-K →The company declared a cash distribution of $0.277908 per unit, payable on November 16, 2026, with underlying oil and gas sales and average prices provided, but no significant surprises or changes to prior expectations were announced.
OUR ANALYSIS → VIEW 8-K →Knightscope reported preliminary Q3 revenue of $8.7 million, up 177% year-over-year, and nine-month revenue of $23.7 million, up 170% year-over-year, driven by its Autonomous Security Force debut and corporate record of $27 million in renewals, bookings, and client awards
OUR ANALYSIS → VIEW 8-K →Royal Gold's preliminary Q3 financials show strong stream sales and royalty revenue, with debt repayment and share repurchases, but the actual impact will depend on the final results to be released on November 4, 2026. The preliminary estimates are subject to change, and investors should await the final numbers before making any decisions.
OUR ANALYSIS → VIEW 8-K →AmeriServ Financial reported a 21.9% improvement in third quarter net income to $3,100,000, or $0.18 per diluted common share, and an 80.0% increase in earnings per share for the nine-month period ended September 30, 2026, driven by growth in total revenue and favorable asset quality trends.
OUR ANALYSIS → VIEW 8-K →Farmers & Merchants Bancorp reported record quarterly net income of $25.1 million, up 5.75% from the third quarter of 2025, with a return on average assets of 1.75% and return on average equity of 14.74%, driven by solid loan growth and improved net interest margin
OUR ANALYSIS → VIEW 8-K →Mercantile Bank Corporation reported net income of $24.1 million, or $1.39 per diluted share, for the third quarter of 2026, with adjusted net income of $24.5 million, or $1.42 per diluted share, and a 7.8% increase in adjusted earnings per diluted share for the first nine months of 2026 compared to the same period in 2025. The company's financial performance was driven by net interest income expa
OUR ANALYSIS → VIEW 8-K →The company reported strong loan growth and margin expansion, driving a 26% year-over-year increase in net interest income, with net income of $12.2 million and diluted earnings per share of $1.28.
OUR ANALYSIS → VIEW 8-K →GM Financial reported third quarter net income of $487 million, a decline from $589 million in the same period last year, with retail loan originations of $9.9 billion and operating lease originations of $3.7 billion. The company's earning assets and available liquidity were $126.9 billion and $28.0 billion, respectively, at the end of the quarter.
OUR ANALYSIS → VIEW 8-K →Maximus, Inc. is acquiring Agile Defense for $660 million, with a potential additional $50 million in earnout payments, which is a significant expansion but the price is not necessarily a surprise given the company's target net leverage ratio of 2x to 3x remains intact at 2.2x-2.3x post-acquisition.
OUR ANALYSIS → VIEW 8-K →Ally Financial reported a 10% year-over-year increase in GAAP EPS to $1.30 and a 16% year-over-year increase in adjusted EPS to $1.34, beating expectations. The company also announced a 4Q 2026 common dividend of $0.35 per share and executed $178 million of share repurchases during the quarter.
OUR ANALYSIS → VIEW 8-K →The company's operational update presentation shows that the observed wind and solar resource in 3Q 2026 was in line with the updated forecasts underlying the Company's revised 2026 financial guidance, with the Performance Index consistent with quarterly CAFD expectations. However, there are no quantified surprises in the filing that would significantly impact the stock price.
OUR ANALYSIS → VIEW 8-K →Valmont Industries reported a 25.3% increase in diluted earnings per share and a 22.2% increase in operating income, beating expectations and prompting an increase in full-year adjusted EPS guidance
OUR ANALYSIS → VIEW 8-K →United Community Banks reported a net loss of $139.7 million due to strategic actions, but operating net income was $93.7 million, up 8% from the second quarter, and total operating revenue was $292 million, up from $279 million in the second quarter. The company's core loan growth and deposit growth were strong, with 9.8% annualized core loan growth and 8.0% annualized core customer deposit growt
OUR ANALYSIS → VIEW 8-K →The company reported net income available to common shareholders of $133.7 million and basic and diluted earnings per common share of $0.95 and $0.94, respectively, for the third quarter of 2026, and also announced a share repurchase program with approximately $177.5 million remaining available for future repurchases. However, the company issued $250 million in subordinated debt, which may lead to
OUR ANALYSIS → VIEW 8-K →MSCI reported strong Q3 financial results with operating revenues up 12.4% and diluted EPS up 14.4%, driven by growth in asset-based fees and recurring subscription revenues, with a retention rate of 95.0%
OUR ANALYSIS → VIEW 8-K →3M reported strong Q3 results with GAAP EPS of $2.63, up 70% year-over-year, and adjusted EPS of $2.50, up 12% year-over-year, also raising its full-year 2026 adjusted EPS guidance to $9.10-$9.15.
OUR ANALYSIS → VIEW 8-K →Hasbro, Inc. reported a strong third quarter with 15% revenue growth, driven by Magic: The Gathering surpassing $600 million in quarterly revenue for the first time, and raised its 2026 financial outlook and doubled its share repurchase target. The company's operating profit and adjusted operating profit also saw significant increases, with operating margin expansion in the Wizards and Digital Gam
OUR ANALYSIS → VIEW 8-K →KeyCorp reported a 24% year-over-year increase in diluted EPS to $0.51 and a record revenue of $2.04 billion, up 8% year-over-year, driven by strong performance across its business segments.
OUR ANALYSIS → VIEW 8-K →Dime Commercial Bancshares reports a 53% year-over-year increase in EPS, driven by NIM expansion and growth in net interest income, with record quarterly revenue of $135 million. Deposits and loans increased by 15% and 8% on an annualized basis, respectively.
OUR ANALYSIS → VIEW 8-K →The company reported a net income of $32.6 million for the third quarter of 2026, representing earnings per diluted common share of $0.91, and declared a quarterly dividend of $0.42 per common share. The results show improvement in net interest margin and net interest income, but also include acquisition-related expenses associated with pending transactions.
OUR ANALYSIS → VIEW 8-K →Synchrony Financial reported third quarter 2026 net earnings of $892 million, or $2.68 per diluted share, missing the prior year's $1.1 billion, or $2.86 per diluted share, and the company's key metrics showed mixed results with purchase volume increasing 8% but net interest margin and return on assets decreasing.
OUR ANALYSIS → VIEW 8-K →Northrop Grumman reports a 7% increase in sales to $11.1 billion and raises 2026 guidance for key financial metrics, including segment operating income and MTM-adjusted EPS, driven by strong demand for its global capabilities and a record backlog of $110 billion.
OUR ANALYSIS → VIEW 8-K →Iridium Communications Inc. reported an 8% increase in total revenue and a 13% increase in service revenue, driven by the acquisition of Aireon, and announced that its stockholders approved the pending acquisition by Rocket Lab, with the transaction expected to be completed by mid-2027
OUR ANALYSIS → VIEW 8-K →The company announced no monthly cash distribution for October 2026 due to excess costs, and the Trustee raised substantial doubt about the Trust's ability to continue as a going concern, citing dwindling funds and limited options for financing or asset sales.
OUR ANALYSIS → VIEW 8-K →Filed — our read is on its way.
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