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.
First National Corporation reported record third-quarter and year-to-date 2026 financial performance, with consolidated net income of $6.9 million and basic earnings per share of $0.76, beating prior-year results. The company's improved net interest margin, excellent asset quality, and expense management drove the financial performance.
OUR ANALYSIS → VIEW 8-K →First Capital, Inc. reported net income of $5.1 million, or $1.53 per diluted share, for the quarter ended September 30, 2026, compared to net income of $4.5 million, or $1.34 per diluted share, for the same period in 2025, driven by an increase in net interest income after provision for credit losses and a higher tax-equivalent net interest margin.
OUR ANALYSIS → VIEW 8-K →The company's net income for the third quarter of 2026 was $64 million, a decrease of $46 million compared with the third quarter of 2025, and total assets decreased by $6.7 billion from December 31, 2025, primarily due to a decline in advances.
OUR ANALYSIS → VIEW 8-K →BV Financial, Inc. reported net income of $3.4 million, or $0.42 per diluted share, for the quarter ended September 30, 2026, compared to $3.7 million, or $0.41 per diluted share, for the same period in 2025, with operating pre-provision net revenue (OPPNR) increasing to $5.3 million or $0.65 per diluted share. The company also repurchased 163,540 shares of its outstanding common stock during the
OUR ANALYSIS → VIEW 8-K →The CEO transition and new executive compensation package may bring operational expertise, but the departure of the previous CEO and associated severance costs could pose near-term challenges, and the announcement lacks quantified surprises to drive a significant price move.
OUR ANALYSIS → VIEW 8-K →SLB's Q3 revenue increased 5% sequentially and 6% year-over-year, but GAAP EPS decreased 6% sequentially and 2% year-over-year, and the company's adjusted EBITDA margin was down 121 basis points year-over-year.
OUR ANALYSIS → VIEW 8-K →JAKKS Pacific reported a 20% year-over-year increase in net sales for Q3 2026, with net income attributable to common stockholders of $29.9 million or $2.48 per diluted share, beating prior year's results. The company also declared a quarterly dividend of $0.25 per share.
OUR ANALYSIS → VIEW 8-K →The filing contains American Express' third-quarter 2026 earnings release and additional financial information, but does not provide any quantified surprises that would significantly impact the stock price. The forward-looking statements are cautionary and highlight various risks and uncertainties that could affect future performance.
OUR ANALYSIS → VIEW 8-K →ENB Financial Corp reported a 16.8% increase in net income for the third quarter of 2026, driven by the acquisition of Cecil Bancorp and organic loan growth, with adjusted net income excluding merger-related charges also showing a significant increase.
OUR ANALYSIS → VIEW 8-K →Tompkins Financial Corporation reported a 21.2% increase in diluted earnings per share for the third quarter of 2026, driven by strong loan and deposit growth, as well as an expansion in net interest margin. The company also announced a 13.8% increase in dividend payout.
OUR ANALYSIS → VIEW 8-K →Balchem Corporation reported strong Q3 2026 financial results, with net sales increasing 8.6% year-over-year to $290.7 million, net earnings up 16.0% to $46.7 million, and adjusted EBITDA rising 12.4% to $80.3 million, driven by healthy growth across all three reporting segments.
OUR ANALYSIS → VIEW 8-K →The company announced a share repurchase program of up to $1.2 billion in 2027, which may be viewed as a positive signal, but the actual impact depends on the execution and market conditions. The announcement of quarterly results is routine and already priced in, but the share repurchase program could provide a boost to the stock price.
OUR ANALYSIS → VIEW 8-K →Avidia Bancorp, Inc. reported a net income of $8.6 million, or $0.47 per share, for the third quarter of 2026, with a 22 basis point increase in net interest margin to 3.86% and a return on equity of 8.79%. The company also declared a quarterly cash dividend of $0.06 per share and completed share repurchases of $23.8 million, equal to 6.1% of the previous quarter's stockholders' equity.
OUR ANALYSIS → VIEW 8-K →The company has sold unregistered Class I common shares, which may lead to dilution, and declared regular distributions for each class of its common shares. The net asset value per share and other financial metrics are also provided, but no significant quantified surprises are present.
OUR ANALYSIS → VIEW 8-K →The company reported a 9.8% increase in net income to $24.3 million for the third quarter of 2026, driven by a decrease in income tax expense and an increase in interest income from the acquisition of First IC Corporation, but was partially offset by a decrease in noninterest income and an increase in noninterest expense.
OUR ANALYSIS → VIEW 8-K →Consumer Portfolio Services, Inc. (CPSS) reported a 50% increase in diluted EPS to $0.30, a 43% increase in net income to $7.0 million, and a 109% increase in quarterly loan originations to $815 million, driven by accelerating origination volume and strong operating leverage.
OUR ANALYSIS → VIEW 8-K →The company reported a net income of $6,450,000, or $0.77 per diluted share, for the three months ended September 30, 2026, driven by an increase in net interest income and a decrease in non-interest expense. However, the results are largely in line with expectations and do not contain any significant surprises.
OUR ANALYSIS → VIEW 8-K →The Federal Home Loan Bank of Chicago reported preliminary unaudited financial results for the quarter ended September 30, 2026, but the filing lacks specific quantified surprises, such as earnings or guidance beats, to warrant a significant price move.
OUR ANALYSIS → VIEW 8-K →SB Financial Group, Inc. reported a slight decline in GAAP net income and Diluted Earnings per Share, but showed growth in total loans and deposits, and an increase in tangible book value per common share. The company's performance reflects the resilience of its core community banking operations and contributions from fee-based business lines.
OUR ANALYSIS → VIEW 8-K →The company announced preliminary, unaudited results for the quarter ended September 30, 2026, with net income of $66.4 million and a declared dividend, but this information is likely already priced into the stock given the routine nature of the announcement.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $200 million for the third quarter, with an annualized dividend rate of 9.95% for activity-based capital stock and 6.95% for membership capital stock, unchanged from the prior quarter. However, net interest income decreased by $21 million compared to the same period in 2025 due to changes in interest rates and market value adjustments.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $10.7 million for the three months ended September 30, 2026, a decrease from $11.9 million in the same period last year, and loan portfolio growth of $160.0 million, or 8.6%, to $2.0 billion, driven by an 18.2% increase in construction loan commitments and loans-in-process outstanding.
OUR ANALYSIS → VIEW 8-K →Gorman-Rupp reports record net sales of $193.3 million, a 11.8% increase, and record net income of $22.7 million, or $0.86 per share, beating the previous year's net income of $11.3 million, or $0.43 per share. The company's adjusted EBITDA also increased by 29.4% to $41.8 million, driven by volume growth and price increases.
OUR ANALYSIS → VIEW 8-K →The company reported a 60.1% decrease in net income for the quarter ended September 30, 2026, compared to the same period in 2025, primarily due to one-time merger-related income and expenses in 2025. However, net interest income increased by 38.1% for the quarter, driven by growth in loan and securities balances.
OUR ANALYSIS → VIEW 8-K →Alpha Metallurgical Resources, Inc. reported a preliminary net loss of $9.3 million and Adjusted EBITDA of $29.4 million for the third quarter, with coal sales realization of $121.09 per ton, and the company has a share repurchase program in place, but the results are largely in line with expectations and do not contain significant surprises.
OUR ANALYSIS → VIEW 8-K →Republic Bancorp reported a 4% increase in net income and a 5% increase in diluted EPS for the third quarter of 2026, driven by strong loan growth and net interest income expansion, but the results are largely in line with expectations and do not contain significant surprises.
OUR ANALYSIS → VIEW 8-K →Gentex reported Q3 net sales of $647.7 million, slightly below forecast due to customer issues and delayed launches, but still achieved 2% year-over-year growth in automotive revenue despite a decline in global light vehicle production. Gross margin was 33.4%, impacted by higher precious metal costs and unfavorable product mix.
OUR ANALYSIS → VIEW 8-K →World Acceptance Corporation reported a net income of $8.8 million, or $1.92 per diluted share, for the second quarter of fiscal 2027, exceeding the prior year's net loss of $1.7 million, and total revenues increased 3.2% to $139.2 million, driven by a 3.6% increase in interest and fee income
OUR ANALYSIS → VIEW 8-K →Rithm Capital Corp. reported Q3 GAAP net income of $0.38 per diluted share and earnings available for distribution of $0.55 per diluted share, with strong performance across its asset management, commercial real estate, and residential transitional lending platforms.
OUR ANALYSIS → VIEW 8-K →Booz Allen Hamilton reported Q2 fiscal 2027 results with revenue of $2.8 billion, a 3.9% year-over-year decrease, but adjusted diluted EPS increased 18.1% to $1.76, beating expectations. The company also raised its adjusted diluted EPS guidance above the prior range.
OUR ANALYSIS → VIEW 8-K →GrafTech International Ltd reported a net loss of $47 million and adjusted EBITDA of $9 million for Q3 2026, with lower weighted-average realized pricing contributing to the decline, but expects higher realized pricing in Q4 and 2027, and announced the planned closure of its Monterrey, Mexico manufacturing facility to improve long-term competitiveness and financial performance
OUR ANALYSIS → VIEW 8-K →MarketAxess reported Q3 EPS of $1.53, missing the prior year's $1.84, but showed 1% revenue growth and 13% increase in total trading average daily volume, with notable growth in block and portfolio trading channels.
OUR ANALYSIS → VIEW 8-K →Autoliv reported a 1.1% organic sales decrease and a 6.8% decrease in diluted EPS, but maintained a strong operating margin of 9.4% and adjusted operating margin of 9.7%, with solid cash flow and a leverage ratio of 1.3x. The company's full-year 2026 guidance indicates around 0% organic sales growth and an adjusted operating margin of around 10.5%.
OUR ANALYSIS → VIEW 8-K →The company reported a net income of $0.01 per diluted share, with net interest income rising $20 million or 5% and a net interest margin increasing four basis points to 2.17%, but the provision for credit losses increased $58 million due to higher interest rates.
OUR ANALYSIS → VIEW 8-K →Primis Financial Corp. reported strong Q3 results with net income available to common shareholders of $8.7 million, or $0.35 per diluted share, and declared a quarterly cash dividend of $0.10 per share, but year-to-date net income is down compared to 2025 due to lower investment gains.
OUR ANALYSIS → VIEW 8-K →The company's rights offering to raise up to $400 million may not be fully subscribed by outside investors, and the backstop agreement with insiders and Oaktree Purchasers may lead to dilution, while preliminary Q3 results show loan origination volume of $33.4 billion and net income between $205 to $220 million.
OUR ANALYSIS → VIEW 8-K →First Hawaiian reported solid Q3 earnings with net income of $63.7 million and declared a quarterly cash dividend of $0.26 per share, but the filing lacks quantified surprises beyond routine earnings and dividend announcements.
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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