131 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.
Forgent Power Solutions, Inc. announced that its fiscal first quarter 2027 revenues and Adjusted EBITDA will exceed the high end of its previously provided guidance ranges, indicating a positive surprise for investors. The company will report its full financial results on November 12, 2026.
OUR ANALYSIS → VIEW 8-K →Heritage Financial Corporation reported net income of $18.7 million for the third quarter of 2026, with diluted earnings per share of $0.46, and also declared a regular cash dividend of $0.25 per share. The company's net interest margin increased to 4.05% and loans receivable grew by $133.5 million, or 2.3%, from the second quarter of 2026.
OUR ANALYSIS → VIEW 8-K →POOL Corp reported Q3 results with net sales increasing 4% to $1.5 billion and confirmed annual earnings guidance range, but operating income decreased 3% to $172.2 million due to higher inbound freight costs and customer mix. The company's solid top-line growth and disciplined capital allocation are notable, but the decrease in operating income may impact investor sentiment.
OUR ANALYSIS → VIEW 8-K →Dorchester Minerals, L.P. announced a third quarter 2026 cash distribution of $0.882297 per common unit, with cash receipts from royalty properties and net profits interest totaling approximately $40 million, which is a routine update and not a significant surprise.
OUR ANALYSIS → VIEW 8-K →The company reported a 27% increase in diluted EPS to $2.31, beating expectations, and raised its full-year FY 2027 diluted EPS guidance to a range of $7.80-$7.95, driven by strong sales and a benefit from IEEPA tariff net refunds.
OUR ANALYSIS → VIEW 8-K →Marten Transport reported a 30.7% improvement in net income to $2.9 million for the third quarter, with operating revenue of $223.2 million, but this is largely due to increased fuel surcharge revenue, which may not be sustainable, and the company's non-fuel surcharge revenue actually decreased compared to the same period last year.
OUR ANALYSIS → VIEW 8-K →UTMD's 3Q 2026 revenues were 12.1% lower than in 3Q 2025, and 9M 2026 revenues were 12.1% lower than in 9M 2025, due to lost sales from two major customers, partly offset by new biopharm sales and acquisition of Orion Medical Supplies Ltd, with net income increasing 6% in 3Q 2026 despite lower sales
OUR ANALYSIS → VIEW 8-K →The company reported a $37.6 million increase in net income for the third quarter, driven by higher net interest income and noninterest income, but this information is already reflected in the earnings release and does not contain any significant surprises that would impact the stock price beyond 1.5%.
OUR ANALYSIS → VIEW 8-K →The company reported record earnings and profitability with a net income of $36.4 million, or $1.20 per diluted share, and record core net income of $34.6 million, or $1.14 per diluted share, driven by a $1.9 million increase in net interest income and a $1.5 million increase in non-interest income.
OUR ANALYSIS → VIEW 8-K →The company is issuing 6,000,000 shares of common stock with an option for an additional 900,000 shares, which will lead to dilution for existing shareholders. The filing does not contain any quantified surprises or positive news that would outweigh the negative impact of the dilution.
OUR ANALYSIS → VIEW 8-K →RingCentral's Q3 results show subscriptions revenue up 6.0% year-over-year, above guidance, with record GAAP and non-GAAP margins, and the company is raising its full-year outlook for revenue, non-GAAP margins, and free cash flow. Notably, ARR from customers utilizing native paid AI products is approaching 15%, doubling year-over-year, and gross debt has been reduced to approximately $1 billion.
OUR ANALYSIS → VIEW 8-K →Sallie Mae reported a GAAP net loss per common share of $0.19 for Q3 2026, primarily due to provision and expenses related to record originations growth, and net charge-offs increased to $90 million due to misaligned third-party debt resolution practices.
OUR ANALYSIS → VIEW 8-K →SS&C Technologies reported Q3 2026 earnings with adjusted revenue growth of 7.8% and adjusted diluted EPS growth of 14.8%, beating expectations. The company also provided guidance for Q4 2026 and FY 2026, with adjusted revenue and adjusted net income expected to be within the range of $1,700-$1,740 million and $454-$470 million, respectively, for Q4 2026.
OUR ANALYSIS → VIEW 8-K →The company's 8-K filing is for their first quarter fiscal year 2027 earnings call, which does not contain any quantified surprises or significant updates that would impact the stock price beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →The company reported strong Q3 results with net income of $36.2 million and diluted EPS of $1.78, and also declared a $0.55 per share regular cash dividend. However, the filing does not contain any significant quantified surprises that would indicate a substantial price move.
OUR ANALYSIS → VIEW 8-K →Midland States Bancorp, Inc. reported net income available to common shareholders of $20.6 million, or $0.95 per diluted share, for the third quarter of 2026, beating the prior quarter's earnings of $0.82 per diluted share. The company's return on average assets and return on average tangible common equity also improved, with a net interest margin of 4.03% and total loans increasing $39.1 million
OUR ANALYSIS → VIEW 8-K →Newmont reported record third quarter adjusted net income and is on track to meet full-year production guidance, with a strong balance sheet and $8.8 billion in cash, but the announcement lacks a significant surprise to drive a large price move.
OUR ANALYSIS → VIEW 8-K →Robert Half Inc. reported Q3 net income of $50 million, or $0.49 per share, on revenues of $1.359 billion, with global enterprise revenues roughly flat with last year on an adjusted basis, but talent solutions showing 2% adjusted year-over-year revenue growth
OUR ANALYSIS → VIEW 8-K →Tootsie Roll Industries reported a 1% decrease in third quarter net sales and a 35% decrease in net earnings, citing adverse impacts from the timing of sales and higher unit costs for ingredients and packaging materials. The company also recognized acquisition-related expenses and lower investment income, which negatively affected reported results.
OUR ANALYSIS → VIEW 8-K →United Bankshares reported earnings of $128.7 million, or $0.94 per diluted share, for the third quarter of 2026, driven by record net interest income and strong organic growth, but slightly below the second quarter's earnings of $131.4 million, or $0.95 per diluted share.
OUR ANALYSIS → VIEW 8-K →PulteGroup reported third quarter earnings of $2.53 per share, missing the prior year's earnings of $2.96 per share, with home sale revenues decreasing 9% to $3.9 billion and net new orders down 6% to 6,208 homes, but the company's strong gross margins and share repurchases may help mitigate the impact of declining home sales
OUR ANALYSIS → VIEW 8-K →Dover Corp (DOV) reported Q3 2026 results with revenue of $2.2 billion, an 8% increase (+7% organic), and GAAP diluted EPS from continuing operations of $2.50, up 14%, beating expectations. The company also provided full-year 2026 guidance, expecting GAAP EPS in the range of $8.93 to $9.08 and adjusted EPS of $10.60 to $10.75.
OUR ANALYSIS → VIEW 8-K →American Airlines reported a net loss of $269 million in Q3 2026, despite record revenues, due to historic fuel cost pressure, with operating expenses increasing 19.8% year-over-year. The company's operating income decreased 23.4% to $115 million, and net income per share was a loss of $0.41, missing analyst expectations.
OUR ANALYSIS → VIEW 8-K →Ryder System Inc reported strong Q3 results with a 25% increase in GAAP EPS and a 21% increase in comparable EPS, driven by improving freight market conditions and execution of strategic initiatives. The company also raised its full-year 2026 outlook, including a higher ROE range of 18-19% and a higher comparable EPS range of $14.85-$15.05.
OUR ANALYSIS → VIEW 8-K →Darling Ingredients reported strong third-quarter earnings for its Diamond Green Diesel joint venture, with operating income of $350 million and Adjusted EBITDA per gallon of $1.30, and provided fiscal year 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion.
OUR ANALYSIS → VIEW 8-K →Quest Diagnostics reported strong Q3 results with 10% revenue growth and 28.7% increase in diluted EPS, and raised its full-year revenue and EPS guidance, driven by organic revenue growth and productivity gains from automation and AI.
OUR ANALYSIS → VIEW 8-K →Blackstone Real Estate Income Trust, Inc. (BSTT) reports a 3% increase in same property net operating income (NOI) for the nine months ended September 30, 2026, compared to the same period in the prior year, but this data is preliminary and unaudited, and actual results may differ materially.
OUR ANALYSIS → VIEW 8-K →Snap-on Inc reported Q3 2026 net sales of $1,183.7 million, a 0.6% decrease from 2025, and diluted EPS of $4.64, missing last year's $5.02 per diluted share. The company cited accelerated turbulence, but gross margins held strong, and they remain confident in their path forward.
OUR ANALYSIS → VIEW 8-K →TTM Technologies reported record quarterly results with 60% year-over-year growth in net sales and a significant increase in adjusted EBITDA, driven by strong demand in key markets such as Data Center and Networking, and Aerospace and Defense. The company also announced plans to acquire the Ophir Optics business for $650 million, which is expected to be funded through a combination of cash, future
OUR ANALYSIS → VIEW 8-K →Orchid Island Capital reported a net loss of $178.9 million and a book value per common share of $6.02, with the company maintaining a strong liquidity position and increasing hedge coverage amidst turbulent market conditions. The results include a net realized and unrealized loss of $231.7 million on RMBS and derivative instruments, which may impact investor sentiment.
OUR ANALYSIS → VIEW 8-K →OP Bancorp reported third quarter 2026 net income of $7.8 million, diluted EPS of $0.52, and a 3.27% net interest margin, with revenue growth driven by higher net interest income and continued loan growth, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →Hilltop Holdings Inc. reported Q3 2026 earnings of $0.44 per diluted share, down from $0.74 in Q3 2025, and declared a quarterly cash dividend of $0.22 per common share, with $86 million remaining in its share repurchase program. The company's financial performance was impacted by uncertain economic conditions, including changes in interest rates and inflationary pressures.
OUR ANALYSIS → VIEW 8-K →BayCom Corp reported net income of $1.1 million for the third quarter of 2026, with a net interest margin of 4.11% and total loans increasing $77.2 million, but the results were impacted by a $6.8 million loss from the strategic repositioning of investment securities and a $589,000 loss from the sale of preferred equity securities.
OUR ANALYSIS → VIEW 8-K →Boston Beer reported a 3.2% decrease in net revenue and a 5% decrease in depletions for the third quarter, but also saw a 90 basis point increase in gross margin to 51.7% and is raising the low end of its gross margin and earnings guidance. The company's results were impacted by declines in Twisted Tea, Truly, and Samuel Adams, but growth in Sun Cruiser and Angry Orchard partially offset these dec
OUR ANALYSIS → VIEW 8-K →Carpenter Technology reported record first quarter operating income of $196.4 million, up 28% year-over-year, driven by productivity improvements, mix optimization, and benefits from pricing actions. The company also announced a new $1.0 billion share repurchase program and maintained its fiscal year 2027 operating income outlook of $850-880 million.
OUR ANALYSIS → VIEW 8-K →Enova International reported strong Q3 2026 results with a 26% increase in total revenue and a 34% increase in diluted earnings per share, driven by healthy demand and stable credit performance. The company's originations rose 31% and total company revenue increased 26% from the third quarter of 2025.
OUR ANALYSIS → VIEW 8-K →Ameris Bancorp reported net income of $116.1 million, or $1.73 per diluted share, for the quarter ended September 30, 2026, with a net interest margin of 3.87% and loan growth of $173.1 million, or 3.1% annualized. The company's efficiency ratio improved to below 50% and return on average assets exceeded 1.60%.
OUR ANALYSIS → VIEW 8-K →1st Source Corp reported record third quarter results with net income up 17.13% year-over-year and a cash dividend increase of 12.50% from the previous year, but results include $3.82 million in pre-tax losses from the sale of available-for-sale securities and a $1.00 million charitable contribution.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $62.2 million, or $0.65 per diluted share, and a dividend declaration of $0.47 per common share, but the earnings per share is lower than the previous quarter and the year-ago quarter, and the company's common equity tier 1 capital ratio decreased 18 basis points during the quarter.
OUR ANALYSIS → VIEW 8-K →Boyd Gaming's third-quarter 2026 revenues and net income were $990.5 million and $124.9 million, respectively, with adjusted EBITDAR of $319.6 million, reflecting continued growth in the Midwest & South segment and strong gains in Online and Managed operations, despite softness in Las Vegas destination business.
OUR ANALYSIS → VIEW 8-K →MaxLinear has amended its credit agreement to increase its revolving credit facility by $70 million to a total of $200 million and reduced its liquidity covenant threshold from $80 million to $60 million, which may indicate increased financial flexibility but also potential increased debt levels
OUR ANALYSIS → VIEW 8-K →The company reported a decrease in net interest income and net income for the third quarter of 2026, primarily due to a decrease in interest rates and average advance balances, but declared a dividend at an annualized rate of 6.20 percent, which is a neutral event as it was expected and already priced in by the market. The company's total assets and advances outstanding increased, while its return
OUR ANALYSIS → VIEW 8-K →NVR's third quarter earnings and revenue decreased by 27% and 8% respectively, with a decrease in net income and diluted earnings per share, and the company's backlog increased by 10% on a unit basis, but the overall trend is negative due to decreased new orders, settlements, and gross profit margin.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss for the three and twelve months ended July 31, 2026, with revenues decreasing compared to the same periods in 2025, which may indicate poor financial performance.
OUR ANALYSIS → VIEW 8-K →eBay's Q3 financial results are expected to be above guidance, but the company is also undergoing a restructuring plan that includes a 9% reduction in global workforce, resulting in estimated GAAP pre-tax charges of $130-150 million
OUR ANALYSIS → VIEW 8-K →Old Republic International Corporation reported a net income of $243.2 million for the third quarter of 2026, which is a decrease from $279.5 million in the same period last year. The company's net operating income also decreased by 7.8% to $181.4 million, missing the previous year's mark of $196.7 million.
OUR ANALYSIS → VIEW 8-K →Kearny Financial Corp. reported net income for the quarter ended September 30, 2026 of $10.0 million, or $0.16 per diluted share, a 40.0% increase from the prior quarter, and declared a quarterly cash dividend of $0.11 per share. The company's strategic transformation and loan growth are expected to support further margin expansion in the quarters ahead.
OUR ANALYSIS → VIEW 8-K →Norfolk Southern reported record quarterly revenues of $3.5 billion and strong earnings growth, with diluted earnings per share of $3.37, up 7% from the third quarter of 2025. The company's operating ratio was 67.4%, and adjusted diluted earnings per share were $3.62, up 10% from the adjusted third quarter 2025.
OUR ANALYSIS → VIEW 8-K →ConnectOne Bancorp, Inc. reported third quarter 2026 results with a $23.0 million pretax charge related to balance sheet restructuring and repositioning, but operating net income available to common stockholders was $47.9 million, beating the second quarter of 2026 and the third quarter of 2025. The company's operating return on average tangible common equity was 15.2%, surpassing 15% for the firs
OUR ANALYSIS → VIEW 8-K →MSC Industrial Direct Co., Inc. reported fiscal 2026 fourth quarter and full year results, with net sales increasing 10.3% year-over-year and adjusted diluted EPS of $1.45, exceeding expectations. The company's strong finish to the fiscal year was driven by core customer growth and accelerating growth in National Accounts.
OUR ANALYSIS → VIEW 8-K →Comcast reported a 7.2% increase in earnings per share and a 0.8% increase in pro forma Adjusted EBITDA, driven by strong growth in Peacock and Universal's record-breaking film performance, but revenue decreased 6.1% due to cyclical headwinds in Theme Parks
OUR ANALYSIS → VIEW 8-K →Roper Technologies reported a solid third quarter with 8% revenue growth and 15% adjusted DEPS growth, and raised its full-year adjusted DEPS guidance to $22.35-$22.40, driven by strong performance and increased confidence in its AI-driven solutions.
OUR ANALYSIS → VIEW 8-K →The company reported a 7% growth in end-of-period loans, 5% revenue growth, and net income of $156 million, with a 9% increase in quarterly common stock dividend, demonstrating sustained strength in its performance and disciplined execution of key priorities.
OUR ANALYSIS → VIEW 8-K →This 8-K filing is an announcement of Huntington Bancshares' quarterly earnings release and conference call, with no quantified surprises or material updates, and forward-looking statements that are subject to numerous assumptions, risks, and uncertainties.
OUR ANALYSIS → VIEW 8-K →Allegion reported Q3 2026 earnings with net revenues of $1,172.6 million, up 9.6% year-over-year, and adjusted EPS of $2.60, up 13.0% year-over-year, also raising its full-year 2026 revenue and adjusted EPS outlook
OUR ANALYSIS → VIEW 8-K →Investar Holding Corporation reported net income available to common shareholders of $11.1 million, or $0.74 per diluted common share, for the third quarter of 2026, beating the previous quarter's results and showing improvement in net interest margin and core metrics. The company also announced the purchase of commercial and industrial loans and the repurchase of its common stock, indicating a fo
OUR ANALYSIS → VIEW 8-K →Kilroy Realty Corporation reported Q3 revenues of $271.6 million and net income available to common stockholders of $15.5 million, or $0.13 per diluted share, with a notable increase in leasing activity and rental rates, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →The company reported a 30.3% increase in net income to $11.5 million, or $0.84 per basic and diluted share, driven by strong profitability and improved net interest margin, with a 39.8% year-to-date increase in earnings per share to $2.39.
OUR ANALYSIS → VIEW 8-K →Customers Bancorp reported Q3 2026 net income available to common shareholders of $78.4 million, or $2.25 per diluted share, with total deposits and loans increasing 3.8% and 2.8%, respectively, from Q2 2026. The company's efficiency ratio improved to 47.2% from 50.6% in Q2 2026, driven by the continued execution of its strategic priorities and the use of artificial intelligence and automation.
OUR ANALYSIS → VIEW 8-K →Eastern Bankshares, Inc. reported strong Q3 2026 financial results with net income of $111.0 million, or $0.51 per diluted share, and a return on average tangible common equity of 15.7%, driven by organic growth and capital return, including $56.7 million in share repurchases.
OUR ANALYSIS → VIEW 8-K →ITG's preliminary Q3 revenue and Adjusted EBITDA exceeded the Company's outlook, with revenue up 49% year-over-year to $461.5 million and Adjusted EBITDA up 64% to $64.5 million. The company will release full Q3 results on November 10, 2026.
OUR ANALYSIS → VIEW 8-K →Glacier Bancorp, Inc. reported record net income of $105 million for the quarter ended September 30, 2026, a 54% increase from the prior year's third quarter, driven by a 29% increase in net interest income and a 5% increase in the loan portfolio.
OUR ANALYSIS → VIEW 8-K →Amerant Bancorp reported net income of $25.7 million, or $0.65 earnings per diluted share, and announced a $0.09 cash dividend per share, as well as an extension and increase of its share repurchase program to $50 million.
OUR ANALYSIS → VIEW 8-K →The company reported strong third quarter 2026 financial results, with net income of $20.8 million and diluted earnings per share of $1.06, and also announced a quarterly cash dividend of $0.19 per share, but no significant surprises were disclosed
OUR ANALYSIS → VIEW 8-K →The company announced its third-quarter financial results and declared a quarterly dividend of $0.31 per share, but the filing lacks quantified surprises to drive a significant price move.
OUR ANALYSIS → VIEW 8-K →Rexford Industrial Realty, Inc. reported third quarter earnings with Core FFO per share of $0.60, consistent with the prior year quarter, and raised 2026 Core FFO per share guidance, but same property portfolio NOI decreased 2.6% and cash NOI decreased 1.1% compared to the prior year quarter. The company also executed 3.7 million square feet of leasing and sold 25 properties for $1.3 billion, redu
OUR ANALYSIS → VIEW 8-K →Selective Insurance Group reported a GAAP combined ratio of 96.8%, net income per diluted common share of $2.11, and non-GAAP operating income per diluted common share of $2.37, with a 12% quarterly dividend increase and a new $200 million share repurchase authorization, indicating strong financial performance and capital management.
OUR ANALYSIS → VIEW 8-K →Associated Banc-Corp reported earnings of $0.76 per common share for the quarter ended September 30, 2026, beating the previous quarter's earnings of $0.63 per common share, with strong core customer deposit growth, net interest margin expansion, and fee income growth
OUR ANALYSIS → VIEW 8-K →Columbia Banking System, Inc. reported third quarter 2026 financial results, with net income of $220 million and operating net income of $229 million, and announced a new $1.2 billion share repurchase program, reflecting confidence in their long-term strategy and outlook for continued excess capital generation.
OUR ANALYSIS → VIEW 8-K →Byline Bancorp reported record total revenue of $121.0 million and EPS of $0.94, up 4.4% and 14.6% year-over-year, with a return on average assets (ROAA) of 1.67% and return on tangible common equity (ROTCE) of 14.78%.
OUR ANALYSIS → VIEW 8-K →Chemung Financial Corporation reported third quarter 2026 net income of $12.7 million, or $2.63 per share, with net interest income increasing 13.2% year-over-year, driven by commercial loan growth and disciplined management of funding costs. The company also announced a 5.9% increase in its quarterly dividend and plans to unify its three divisions under a single brand, Canal Bank & Trust.
OUR ANALYSIS → VIEW 8-K →Bar Harbor Bankshares reported third quarter 2026 GAAP net income of $16.1 million, or $0.96 per diluted share, and core earnings of $17.5 million, or $1.04 per diluted share, with a net interest margin of 3.77% and a 9% annualized growth in total deposits
OUR ANALYSIS → VIEW 8-K →First Western Financial Inc reported a 14.5% increase in pre-tax, pre-provision net income and a 5.5% increase in net interest income, driven by strong loan and deposit growth, with net income available to common shareholders of $6.0 million, or $0.60 per diluted share, for the third quarter of 2026.
OUR ANALYSIS → VIEW 8-K →The company reported strong third quarter 2026 results with a 32.7% annualized return on common equity and solid underwriting and revenue performance, but the impact of Hurricane Isaias is still being assessed.
OUR ANALYSIS → VIEW 8-K →CZNC reports record quarterly earnings of $16.3 million or $0.92 per share, with net interest income growth and a 6 basis point expansion of net interest margin, also declaring an increase in dividend.
OUR ANALYSIS → VIEW 8-K →Kinsale Capital Group reported a decrease in gross written premiums, but net operating earnings per share increased to $5.70, and the company maintained a strong combined ratio of 75.4%, driven by disciplined underwriting and higher investment income. The results were largely in line with expectations, with no major surprises or quantified beats to drive a significant stock move.
OUR ANALYSIS → VIEW 8-K →Alpine Income Property Trust reported strong Q3 results with record investment activity and raised its full-year 2026 AFFO per diluted share guidance to $2.20 - $2.22, indicating a positive outlook for the company's growth strategy.
OUR ANALYSIS → VIEW 8-K →Comfort Systems USA reported a 50% increase in revenue and a 70% jump in per share earnings for the third quarter of 2026, with net income of $489.0 million and revenue of $3.77 billion, exceeding expectations and positioning the company for continued growth and profitability.
OUR ANALYSIS → VIEW 8-K →Bloom Energy reports record Q3 revenue of $1.235B, up 138.1% year-over-year, and raises full-year 2026 revenue guidance to $4.4B - $4.6B, representing 122% year-over-year growth at the midpoint.
OUR ANALYSIS → VIEW 8-K →FVCBankcorp, Inc. reported a 19% increase in net income for the quarter ended September 30, 2026, with diluted earnings per share up 20% to $0.37, and declared a quarterly cash dividend of $0.07 per share. The company's net interest margin improved to 3.32%, and its efficiency ratio decreased to 53.29%.
OUR ANALYSIS → VIEW 8-K →WSFS Financial Corp reported a 28% year-over-year increase in EPS to $1.75, beating expectations, with a 30% year-over-year increase in Wealth and Trust fees and a 25% year-over-year increase in core EPS.
OUR ANALYSIS → VIEW 8-K →The company reported unaudited consolidated net income of $8,066,000 and diluted earnings per share of $0.30 for the quarter ended September 30, 2026, which is a decrease from the same period last year, but an increase from the previous quarter. The company's net interest margin and return on average assets showed improvement, with a net interest margin of 4.65% and a return on average assets of 0
OUR ANALYSIS → VIEW 8-K →Verisign reported a 5.7% increase in revenue and a 6.1% increase in domain name registrations, but the results were largely in line with expectations, and the company's cash flow from operations decreased by $40 million compared to the same quarter last year.
OUR ANALYSIS → VIEW 8-K →The company reported its financial results for the three and nine months ended September 30, 2026, but the filing does not provide any quantified surprises or significant updates that would impact the stock price beyond routine earnings reporting.
OUR ANALYSIS → VIEW 8-K →AppFolio reported a 19% year-over-year revenue growth and a 64% increase in GAAP operating income, with the company raising its full-year revenue guidance to $1.122 - $1.127 billion.
OUR ANALYSIS → VIEW 8-K →Western Digital reported strong fiscal Q1 2027 results, exceeding expectations with 55% year-over-year revenue growth and a 161% increase in non-GAAP EPS, driven by robust customer demand and disciplined execution. The company also raised its quarterly cash dividend by 17% to $0.175 per share and provided a positive outlook for fiscal Q2 2027, with expected revenue of $5.1 billion and non-GAAP EPS
OUR ANALYSIS → VIEW 8-K →Shore Bancshares reported net income of $16.8 million, or $0.50 per diluted common share, with a 5.6% increase in pre-tax pre-provision income, driven by expansion in net interest margin and lower noninterest expense, but was impacted by a higher provision for credit losses due to a partial charge-off on a multifamily relationship.
OUR ANALYSIS → VIEW 8-K →The Federal Home Loan Bank of New York reported a 1.3% decrease in net income to $157.6 million for the third quarter of 2026, with a 1.2% increase in net interest income, but this was partially offset by a 14.3% decrease in non-interest income. Total assets increased by 20.6% to $188.7 billion, with advances increasing by 30.3% to $120.5 billion.
OUR ANALYSIS → VIEW 8-K →XTI Aerospace reported preliminary Q3 revenue of $35.3 million, in line with its 2026 revenue outlook, but the company still faces near-term liquidity needs and restructuring of acquisition-related notes, which may pose a risk to its financial stability. The preliminary results are subject to completion of financial closing procedures and may differ materially from actual results.
OUR ANALYSIS → VIEW 8-K →SL Green Realty Corp has revised its net income guidance range to $0.40 to $0.60 per share and its FFO guidance range to $6.50 to $6.70 per share, indicating a positive outlook for the company's financial performance.
OUR ANALYSIS → VIEW 8-K →FirstCash Holdings, Inc. reported record third quarter operating results with revenue and earnings growth, and announced a 10% increase in quarterly cash dividend, also repurchasing $123 million of common stock during the quarter. The company's strong pawn demand, robust merchandise sales, and increased operating cash flows position it well for another record year.
OUR ANALYSIS → VIEW 8-K →CBIZ disclosed an additional $15 million in one-time legal expenses, which will decrease net income by $10.5 million, but will not impact Adjusted Net Income, Adjusted Diluted EPS, or Adjusted EBITDA. This update is related to the pending acquisition by Grant Thornton and potential debt financing transaction.
OUR ANALYSIS → VIEW 8-K →Brandywine Realty Trust reported a net loss but raised the midpoint of its speculative revenue target and completed its capital markets plan, with $681 million in sales and debt reduction of $390 million, also adjusting its 2026 FFO guidance range to $0.54 to $0.56 per diluted share.
OUR ANALYSIS → VIEW 8-K →The company reported preliminary earnings of $1.27 per diluted common share, which was negatively impacted by non-cash hedge accounting adjustments, and the net interest income decreased by 1.0% compared to the same quarter last year. Excluding the non-cash adjustments, the earnings per diluted common share would have been $1.50.
OUR ANALYSIS → VIEW 8-K →Cosmos Health Inc. expects Q4 2026 U.S. revenue of approximately $15 million with a gross profit of $10.5 million, driven by a significant increase in active U.S. subscriptions, which rose 42% to 8,940 in just five days. This represents a positive quantified surprise in the company's growth trajectory.
OUR ANALYSIS → VIEW 8-K →The company reported a 66% increase in revenue to $4.8 million and a gross profit of $0.4 million, compared to a loss of $0.3 million in the previous quarter, indicating a positive trend in their financial performance.
OUR ANALYSIS → VIEW 8-K →Juniata Valley Financial Corp reported a 40.5% increase in net income for the quarter ended September 30, 2026, and a 37.4% increase for the nine months ended September 30, 2026, driven by quality loan growth and improved net interest margin, also announcing an increased quarterly dividend
OUR ANALYSIS → VIEW 8-K →First BanCorp reported net income of $96.1 million, or $0.63 per diluted share, for the third quarter of 2026, with a return on average assets of 1.98% and a return on average equity of 19.5%, and announced a new $350 million stock repurchase program and a 25% increase in its common stock dividend.
OUR ANALYSIS → VIEW 8-K →The company reported earnings of $5.7 million or $1.76 per share for the nine months ended September 30, 2026, beating the same period in 2025, with net interest income increasing by $2.9 million due to a widening net yield on interest-earning assets.
OUR ANALYSIS → VIEW 8-K →Badger Meter reported a 4% year-over-year increase in operating earnings and a 4% increase in diluted EPS, with total sales of $235.9 million, and also announced a 10% increase in annual dividend rate, demonstrating a commitment to returning cash to shareholders.
OUR ANALYSIS → VIEW 8-K →ECB Bancorp, Inc. reported a net income of $3.4 million, or $0.40 per diluted share, for the quarter ended September 30, 2026, with loan growth and higher yields on interest-earning assets contributing to the increase. The company's net interest margin expanded 11 basis points to 2.56%, driven by loan growth and higher yields on interest-earning assets.
OUR ANALYSIS → VIEW 8-K →Cass Information Systems reported a 16.1% increase in net income and a 19.1% increase in diluted earnings per share, driven by strong year-over-year growth in net interest margin expansion and increases in net interest income and financial fees.
OUR ANALYSIS → VIEW 8-K →Valero Energy Corporation reported net income of $6.8 billion, or $23.89 per share, for the third quarter of 2026, significantly beating the third quarter of 2025. The company also completed the St. Charles FCC Unit optimization project, which is expected to increase production capacity of higher-value products.
OUR ANALYSIS → VIEW 8-K →ACNB Corporation reports record 2026 third quarter financial results with net income of $15.7 million, or $1.55 diluted earnings per share, beating the previous quarter's net income of $15.2 million, or $1.49 diluted earnings per share, and the same quarter last year's net income of $14.9 million, or $1.42 diluted earnings per share.
OUR ANALYSIS → VIEW 8-K →Union Pacific reported a 16% increase in diluted EPS to $3.49 and a 15% increase in adjusted diluted EPS to $3.53, driven by volume growth, pricing strength, and operational execution, with record financial results and an improved operating ratio.
OUR ANALYSIS → VIEW 8-K →Vita Coco Company, Inc. reported a 34% increase in net sales, driven by 15% growth in Vita Coco Coconut Water, and raised its full-year guidance for net sales and non-GAAP adjusted EBITDA. The company's organic net sales growth was 18% in the third quarter and 27% year-to-date.
OUR ANALYSIS → VIEW 8-K →S&T Bancorp, Inc. reported record third quarter 2026 earnings per share of $1.09, a 6.9% increase from the second quarter of 2026 and a 19.8% increase from the third quarter of 2025, driven by higher net income and share repurchases
OUR ANALYSIS → VIEW 8-K →Tractor Supply Company reported a 5.1% increase in net sales and a 0.4% increase in comparable store sales for the third quarter, but operating income decreased 10.2% due to higher transportation and fuel costs and incremental investments to strengthen the Company's price-value position. The Company reaffirmed its fiscal year 2026 guidance.
OUR ANALYSIS → VIEW 8-K →Nasdaq reported strong third-quarter results, with net revenue increasing 13% year-over-year to $1.5 billion and GAAP diluted earnings per share rising 31% to $0.96, driven by growth in Solutions revenue and Index revenue, and the company returned $496 million to shareholders through dividends and buybacks.
OUR ANALYSIS → VIEW 8-K →Civista Bancshares, Inc. reported a 25.5% increase in net income to $16.0 million for the third quarter of 2026, with earnings per diluted common share of $0.77, beating the third quarter of 2025. The net interest margin expanded 35 basis points year-over-year to 3.93% while cost of funds declined 30 basis points.
OUR ANALYSIS → VIEW 8-K →Valley National Bancorp reported a strong third quarter with net income of $206.3 million, or $0.36 per diluted common share, beating the second quarter's $170.9 million, or $0.29 per diluted common share, and exceeding the third quarter 2025's $163.4 million, or $0.28 per diluted common share, driven by revenue growth and disciplined expense management, with an efficiency ratio below 50 percent.
OUR ANALYSIS → VIEW 8-K →Visteon reported third quarter financial results with sales of $970 million, net income of $5 million, and adjusted EBITDA of $46 million, also raising its full-year 2026 sales guidance range to $3.80 - $3.85 billion, but lowering its full-year adjusted EBITDA and adjusted free cash flow ranges due to exceptional warranty charges and cost pressures.
OUR ANALYSIS → VIEW 8-K →CBRE reported strong Q3 results with GAAP EPS up 26% to $1.52 and Core EPS up 28% to $2.05, driven by a 13% revenue increase and significant growth in infrastructure services and advisory businesses.
OUR ANALYSIS → VIEW 8-K →Procter & Gamble reported a 4% increase in net sales and organic sales for the first quarter of fiscal year 2027, with diluted EPS increasing by 1% to $1.97 and core EPS increasing by 1% to $2.00, which is largely in line with expectations.
OUR ANALYSIS → VIEW 8-K →Earnings per share of $4.21, 3% lower than the second quarter and 34% higher than the third quarter of 2025, with a return on tangible common equity (ROTCE) of 15.80%, and the company repurchased $179 million of common stock and declared a 20% increase in the quarterly common stock dividend to $0.90 per share.
OUR ANALYSIS → VIEW 8-K →Dow Inc. reported a solid third quarter with net sales up 13% year-over-year and operating EBIT increasing by $707 million, driven by higher prices and benefits from self-help actions, but volume decreased 1% year-over-year due to impacts from the Middle East conflict.
OUR ANALYSIS → VIEW 8-K →Blackstone Inc. reported strong third-quarter results with $63 billion in inflows and declared a quarterly dividend of $1.12 per share, but no quantified surprises were disclosed.
OUR ANALYSIS → VIEW 8-K →Lindsay Corporation reported an 11% increase in North America irrigation revenues and a 13% increase in infrastructure revenues for the fourth quarter, with operating income increasing 39% to $15.8 million. The company also announced a new management incentive plan for fiscal 2027, with target bonus amounts ranging from 35% to 100% of base salary.
OUR ANALYSIS → VIEW 8-K →The company's third-quarter results show a decrease in net income year-over-year, primarily due to increased interest and depreciation expense, as well as a higher weighted-average share count resulting from shares issued to fund acquisitions. The company also announced the sale of 3.6 million shares of common stock under its at-the-market equity offering program, generating expected gross proceed
OUR ANALYSIS → VIEW 8-K →Lazard reported a 9% increase in U.S. GAAP net revenue and an 11% increase in adjusted net revenue for the third quarter, driven by strong performance in Financial Advisory, but net income declined 59% due to higher expenses. The company's results show progress in its Lazard 2030 strategy, with record third-quarter revenue in Financial Advisory and improving investment performance in Asset Managem
OUR ANALYSIS → VIEW 8-K →Insteel Industries reported fourth quarter 2026 net earnings of $7.7 million, or $0.40 per share, with net sales increasing 17.9% to $209.3 million, driven by higher average selling prices and increased shipments, but gross margin contracted to 10.0% due to higher raw material costs and inflationary trends
OUR ANALYSIS → VIEW 8-K →Lockheed Martin's Q3 2026 earnings report shows an 11% increase in sales to $20.7 billion and a 14% increase in net earnings to $1.8 billion, with a record backlog of $292.0 billion, prompting the company to raise its financial outlook for the second consecutive quarter.
OUR ANALYSIS → VIEW 8-K →Gentherm's Q3 revenue increased 4.4% year-over-year, excluding foreign currency translation, and the company updated its full-year 2026 guidance to reflect the expected contribution from Modine Performance Technologies, but net income and adjusted EBITDA declined due to higher material costs and inflation. The company also repurchased $60 million of common stock in October.
OUR ANALYSIS → VIEW 8-K →Honeywell Technologies reported strong Q3 results with 7% organic sales growth, 34% increase in adjusted EPS, and raised full-year 2026 outlook, driven by broad-based strength across all segments and improving position in high-growth verticals.
OUR ANALYSIS → VIEW 8-K →CVB Financial Corp. reported net income of $78.1 million for the quarter ended September 30, 2026, with diluted earnings per share of $0.44, exceeding the prior quarter's $0.29 and the same period last year's $0.38. The company also saw a net interest margin expansion to 3.89% and a return on average assets of 1.48%.
OUR ANALYSIS → VIEW 8-K →National Bankshares, Inc. reported strong growth in net income for the third quarter and nine months ended September 30, 2026, with year-to-date earnings increasing over 55% from the same period last year, driven by higher yields on assets and reduced deposit costs.
OUR ANALYSIS → VIEW 8-K →USCB Financial Holdings, Inc. reported a strong third quarter with net income of $9.5 million, a 14.2% increase in net interest income, and a 9.0% growth in loans, but the announcement lacks a significant surprise to move the stock beyond 1.5% in a week
OUR ANALYSIS → VIEW 8-K →Five Point Holdings reported a consolidated net loss of $4.4 million for the third quarter, with revenues of $14.6 million, and revised its full-year 2026 guidance to approximately $20 million in consolidated net income due to the current housing market environment, but maintained a strong financial position with $358.7 million in cash and cash equivalents and total liquidity of $576.2 million.
OUR ANALYSIS → VIEW 8-K →Knowles Corp reported Q3 revenues of $184 million, up 20% year-over-year, and provided a positive outlook for Q4 2026, with full-year revenue estimated to grow 16% to $689 million. The company's strong bookings, new design wins, and favorable long-term secular trends in its markets are expected to drive long-term shareholder value.
OUR ANALYSIS → VIEW 8-K →The company announced a conference call to discuss its Third Quarter 2026 results, but provided no new or surprising information that would impact the stock price.
OUR ANALYSIS → VIEW 8-K →Greene County Bancorp, Inc. reported record high net income of $12.5 million for the quarter ended September 30, 2026, a 41% increase from the same period in 2025, driven by higher net interest income and a higher net interest margin.
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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