29 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 20 and called the likely one-week price move. Calls are graded in the open.
Teledyne Technologies reported record quarterly sales, operating profit, and non-GAAP diluted earnings per share, with a 9.4% increase in net sales and a 25.2% increase in GAAP diluted earnings per share, also raising full-year 2026 earnings outlook and announcing a pending acquisition of Varex Imaging Corporation for $1.1 billion
OUR ANALYSIS → VIEW 8-K →Northern Trust reported Q3 net income of $642.9 million and earnings per diluted common share of $3.40, with notable items including a $34.0 million gain on the sale of the guardianship services business and a $14.7 million incremental gain related to Northern Trust's participation in the second Visa Exchange Offer. Excluding notable items, revenues grew 11% and pretax income increased 21% compare
OUR ANALYSIS → VIEW 8-K →Lithia Motors reported a 54% increase in diluted earnings per share and a 9% increase in adjusted diluted earnings per share, with record third quarter revenues of $9.9 billion, and announced a 7% increase to quarterly dividend, also repurchasing $85 million of shares in the quarter, representing 1.1% of outstanding shares
OUR ANALYSIS → VIEW 8-K →Orrstown Financial Services reported a net income of $22.8 million, or $1.17 per diluted share, for the third quarter of 2026, with a 25 basis point increase in net interest margin to 4.12% and 9% annualized loan growth, indicating strong execution across the franchise.
OUR ANALYSIS → VIEW 8-K →Cencora, Inc. announced an Agreement and Plan of Merger to acquire American Oncology Network, Inc., but the filing lacks specific financial details on the transaction, making it difficult to gauge the impact on the stock price. The acquisition may lead to future growth, but without disclosed terms or valuation, the market reaction is uncertain.
OUR ANALYSIS → VIEW 8-K →Abbott Laboratories reported strong third-quarter results with 14.5% sales growth and reaffirmed its full-year adjusted diluted EPS guidance, driven by balanced growth across its portfolio and new product approvals.
OUR ANALYSIS → VIEW 8-K →The company is providing non-GAAP financial measures, including organic revenues and adjusted EBITDA, to supplement its GAAP results, but there are no quantified surprises or significant updates in this filing.
OUR ANALYSIS → VIEW 8-K →Plumas Bancorp reported record third quarter 2026 earnings of $11.4 million, or $1.64 per share, a significant increase from $5.1 million or $0.74 per share in the third quarter of 2025, driven by higher net interest income and lower provision for credit losses. The company's strong capital position and improved asset quality also contributed to the positive results.
OUR ANALYSIS → VIEW 8-K →Community Trust Bancorp reported Q3 earnings of $25.9 million, or $1.43 per share, with total revenue increasing $1.2 million from the prior quarter and $8.2 million from the prior year same quarter, but provision for credit losses increased $6.4 million from the prior quarter.
OUR ANALYSIS → VIEW 8-K →UDR, Inc. raises full-year 2026 guidance ranges for Net Income and Funds From Operations as Adjusted, and announces a $2.0 billion strategic partnership with Apollo, but the impact is likely neutral as the news is already priced in and there are no significant quantified surprises beyond the guidance update.
OUR ANALYSIS → VIEW 8-K →Winnebago Industries reported a decline in net revenues and gross profit for the fourth quarter of Fiscal 2026, but showed improvement in net leverage ratio and strong cash flows, with CEO Michael Happe highlighting the company's resilience and progress in strategic initiatives despite a challenging retail environment. The company also issued Fiscal 2027 financial guidance.
OUR ANALYSIS → VIEW 8-K →The company reported its Q3 2026 results and provided earnings guidance for fiscal year 2026, but the filing does not contain any quantified surprises that would significantly impact the stock price.
OUR ANALYSIS → VIEW 8-K →BankUnited, Inc. reported a net income of $72 million and diluted EPS of $1.01 for Q3 2026, with a net interest margin expansion to 3.16% and continued deposit momentum, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →Parke Bancorp, Inc. reported a 14.5% increase in net income to $12.2 million for Q3 2026, driven by a $2.9 million increase in net interest income and a $0.4 million decrease in non-interest expense. The company's net interest margin (NIM) also improved to 4.15% for the year-to-date 2026, compared to 3.49% for the same period in 2025.
OUR ANALYSIS → VIEW 8-K →OFG Bancorp reported a year-over-year increase of 14.7% in EPS and 1.0% in core revenues, with a net interest margin of 5.23% and a return on average tangible common stockholders' equity of 17.06%, but the EPS diluted of $1.33 was lower than $1.39 in 2Q26
OUR ANALYSIS → VIEW 8-K →UniFirst's Q4 revenue increased 5.0% to $645.0 million, driven by organic growth in the core Uniform & Facility Service Solutions segment, but operating income and net income decreased due to costs associated with the proposed merger with Cintas Corporation and enterprise resource planning project costs.
OUR ANALYSIS → VIEW 8-K →NextEra Energy reported strong third-quarter results with adjusted earnings per share increasing 9.7% year-over-year, driven by continued strong financial and operational performance at both FPL and NextEra Energy Resources. The company also announced a significant increase in its renewables and storage backlog, reaching approximately 36.7 gigawatts.
OUR ANALYSIS → VIEW 8-K →CME Group Inc. reported record Q3 revenue and double-digit growth in net income, driven by high demand for risk management and capitalization on opportunities, with average daily volume reaching 29.4 million contracts and non-U.S. ADV reaching a third-quarter high of 9 million contracts.
OUR ANALYSIS → VIEW 8-K →Stifel Financial Corp reported net revenues of $1.43 billion for the third quarter, with net income available to common shareholders of $224.8 million, or $1.40 per diluted common share, beating prior year's results. The company also reported a 14% increase in asset management revenues and a 9% increase in net interest income.
OUR ANALYSIS → VIEW 8-K →Moody's Corporation reported strong Q3 results with revenue up 1% and diluted EPS up 18%, but the stock's reaction will depend on whether the results exceeded analyst expectations, which is not clear from the filing. The company's reaffirmed guidance for full-year 2026 may also influence the stock's movement.
OUR ANALYSIS → VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
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