70 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 65 and called the likely one-week price move. Calls are graded in the open.
Hawkins, Inc. reported record second-quarter revenue of $313.8 million, a 12% increase, and record diluted earnings per share of $1.34, a 23% increase, driven by growth across all segments, including a 16% increase in Water Treatment segment revenue.
OUR ANALYSIS → VIEW 8-K →Custom Truck One Source, Inc. reported record third-quarter results, with revenue up 2.7% and adjusted EBITDA up 15.6%, and raised its full-year adjusted EBITDA guidance for the third time this year. The company's strong performance was driven by record demand in its core transmission and distribution markets, with rental revenue up 20.1% and average OEC on rent up 10.5%.
OUR ANALYSIS → VIEW 8-K →Northwest Bancshares reported record total revenue and net interest income, with 31% average C&I loan growth from prior year and strong credit quality, but adjusted diluted EPS decreased by $0.02 from the prior quarter due to increased provision for credit losses and noninterest expense.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss of $2 million, or $0.10 per diluted share, and adjusted EBITDA from continuing operations of $24 million, while also announcing the resignation of its CFO, Sherri Baker, effective November 13, 2026. The earnings report does not contain significant surprises relative to market expectations, and the CFO departure does not immediately indicate a change in company direc
OUR ANALYSIS → VIEW 8-K →Citius Oncology reports 120% growth in shipments of LYMPHIR units to U.S. wholesalers during the fiscal fourth quarter, driven by continued institutional demand and expanded commercial team reach, with preliminary unaudited sales of 792 units, a significant increase from the previous quarter.
OUR ANALYSIS → VIEW 8-K →The company's 8-K filing includes its quarterly earnings release and announcement of a quarterly cash dividend, but lacks any quantified surprises or significant new information that would impact the stock price beyond routine expectations.
OUR ANALYSIS → VIEW 8-K →Nucor's Q3 earnings beat expectations with net earnings of $1.319 billion, or $5.80 per diluted share, and net sales of $11.249 billion, representing an 8% increase from the previous quarter. However, the company's operating results were not drastically different from what was already expected, given the current market conditions and previous guidance.
OUR ANALYSIS → VIEW 8-K →Simpson Manufacturing Co., Inc. announced a new $1.0 billion share repurchase authorization and reported Q3 earnings with net sales increasing 2.3% year-over-year, but the share repurchase program is the key driver of potential stock movement as it indicates a return of capital to shareholders
OUR ANALYSIS → VIEW 8-K →Zedge reported a strong fiscal Q4 with 26% year-over-year growth in subscription revenue and a 31% increase in ARPMAU, driven by its focus on monetization improvement and the benefits of its FY2025 restructuring. The company also announced a $7.7 million insider investment led by Howard Jonas to accelerate the growth of its DataSeeds.AI business.
OUR ANALYSIS → VIEW 8-K →PriceSmart reported a 13.8% increase in net merchandise sales and a 19.3% increase in net income for the fourth quarter of fiscal 2026, with earnings per diluted share of $1.21, beating prior year results. The company also announced the opening of its third warehouse club in Jamaica.
OUR ANALYSIS → VIEW 8-K →The company has reported its third quarter financial and operating results, but the filing does not contain any quantified surprises that would significantly impact the stock price. The results are likely already priced in, and the forward-looking statements are cautious, highlighting various risks and uncertainties.
OUR ANALYSIS → VIEW 8-K →The Hartford Insurance Group, Inc. reported strong third quarter 2026 financial results with net income available to common stockholders of $1.3 billion, a 23% increase from the same period in 2025, and a 12% increase in quarterly common dividend per share. However, core earnings decreased 6% to $956 million, which may not be a significant surprise to investors given the overall market conditions.
OUR ANALYSIS → VIEW 8-K →The company's earnings press release and supplemental operating and financial data for the quarter and nine months ended September 30, 2026, does not contain any quantified surprises, such as earnings or guidance beats, that would impact the stock price.
OUR ANALYSIS → VIEW 8-K →CB Financial Services, Inc. reported a increase in adjusted earnings per diluted common share to $0.91 for the three months ended September 30, 2026, and declared a quarterly cash dividend of $0.28 per share, but the filing does not contain any significant quantified surprises that would likely move the stock beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →Cadence Design Systems reported strong Q3 results, beating expectations, and raised its 2026 revenue growth outlook to 21%, with a record backlog of $8.2 billion and strong recurring revenue growth, driven by AI-driven designs and expanding technology leadership. The company also authorized an additional $2.5 billion for its share repurchase program.
OUR ANALYSIS → VIEW 8-K →Principal Financial Group reported a 7% increase in non-GAAP operating earnings per diluted share, excluding significant variances, and raised its fourth-quarter common stock dividend by 8% to $0.85 per share, but also saw a 24% decrease in non-GAAP net income attributable to PFG, excluding exited business, due to lower variable investment income and actuarial assumption review impacts.
OUR ANALYSIS → VIEW 8-K →The company provided an update on its cash runway, expecting to have sufficient funds to support operations into 2029, and also released updated results from a Phase 1 study of XmAb819, but there are no quantified surprises or significant changes to guidance.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $10.9 million, or $0.79 per diluted common share, for the third quarter of 2026, and declared a quarterly cash dividend of $0.12 per share, with no quantified surprises beyond routine earnings and dividend announcements.
OUR ANALYSIS → VIEW 8-K →Noble Corp reported a Q3 net loss of $117 million and adjusted diluted loss per share of $0.57, with $201 million in adjusted EBITDA and $144 million in net cash provided by operating activities, while declaring a $0.50 per share cash dividend for Q4. The company's backlog stands at $6.7 billion after approximately $560 million in new contract value was awarded since the July fleet status report.
OUR ANALYSIS → VIEW 8-K →The company reported a 7.4% increase in total revenues to $1.7 billion and a 1.9% increase in adjusted diluted net income per share to $1.07, driven by organic revenue growth and the addition of new teammates from Accession.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss of $4.2 million, but showed improvements in loan growth, loan yields, and noninterest expense discipline, with a net interest margin of 3.08%, and is on track to merge with HomeTrust Bancshares, Inc. in the first quarter of 2027
OUR ANALYSIS → VIEW 8-K →Flexsteel Industries reported a 3.2% increase in net sales and a 5.1% growth in Flexsteel branded product sales, but GAAP operating income and net income per diluted share declined due to inflationary pressures and foreign currency translation impacts.
OUR ANALYSIS → VIEW 8-K →FirstSun Capital Bancorp reported net income of $38.4 million in the third quarter of 2026, with earnings per diluted share of $0.82, and an improved net interest margin of 3.82%, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →Welltower Inc. reported a 24.6% increase in quarterly normalized funds from operations and 15.8% total portfolio year-over-year same store NOI growth, driven by strong performance in its Seniors Housing Operating portfolio, but the filing does not contain significant quantified surprises beyond routine quarterly results.
OUR ANALYSIS → VIEW 8-K →Dorman Products, Inc. reported a 3.3% increase in net sales to $561.7 million, but diluted EPS decreased 20% to $1.98 due to the timing of tariff-related pricing, and the company narrowed its full-year 2026 guidance, now expecting net sales growth of 2-3% and diluted EPS of $7.95-$8.15.
OUR ANALYSIS → VIEW 8-K →The departure of the CFO without a named successor and the related-party transaction with the new CFO's company, GM Consulting Group Inc., are notable, but the lack of quantified surprises in the preliminary revenue results and the routine nature of the CFO appointment and employment agreement amendment suggest no significant impact.
OUR ANALYSIS → VIEW 8-K →H2O America's third quarter 2026 reported diluted EPS of $0.99 and adjusted diluted EPS of $1.04, missing the prior year's $1.27, with a higher share count from the ATM program and common stock issuance impacting EPS. The company narrowed its 2026 standalone adjusted diluted EPS guidance to $3.10-$3.16 and initiated guidance including the impacts of acquisitions at $2.91-$2.97.
OUR ANALYSIS → VIEW 8-K →German American Bancorp, Inc. reported record quarterly earnings of $1.03 per share, exceeding previous records, with a strong net interest margin of 4.42% and solid loan growth, driving profitability and capital levels upwards.
OUR ANALYSIS → VIEW 8-K →C&F Financial Corporation reported a 16.1% increase in consolidated net income for the third quarter of 2026, driven by growth in community banking loans and a stronger net interest margin. However, the results include a pre-tax gain from the sale of an equity interest and a pre-tax loss from a securities portfolio restructuring, which may not have an ongoing impact on consolidated net income.
OUR ANALYSIS → VIEW 8-K →Celestica's Q3 2026 revenue and non-GAAP adjusted EPS exceeded the high end of guidance, with revenue up 83% year-over-year to $5.83 billion and adjusted EPS up 109% to $3.30. The company also raised its 2026 annual outlook and provided an initial 2027 outlook, with expected revenue growth of 90% and record adjusted operating margin of 9.0%.
OUR ANALYSIS → VIEW 8-K →Piedmont Realty Trust's Q3 2026 earnings release and supplemental information report contains forward-looking statements and non-GAAP measures, but lacks specific quantified surprises to drive a significant price move.
OUR ANALYSIS → VIEW 8-K →The company reported a strong third quarter with 7.8% year-over-year growth in Nareit FFO and 9.2% year-over-year growth in Core FFO, and also increased its full-year 2026 earnings guidance, but generated net proceeds of $6.4 million through the issuance of 0.2 million common shares at a gross weighted average price of $42.20 per common share through PECO's ATM program, which may indicate dilution
OUR ANALYSIS → VIEW 8-K →JetBlue reported strong third-quarter results with 18.4% RASM growth and expects 1-2 points of year-over-year operating margin expansion in the fourth quarter, driven by resilient demand and strong yields. The airline's ability to recapture approximately 87% of higher fuel costs is a positive sign for its financial performance.
OUR ANALYSIS → VIEW 8-K →The company reported third quarter earnings with GAAP net income of $5.8 million and Distributable Earnings of $18.1 million, also announcing a new $50 million share repurchase program, but the release lacks significant surprises to drive a substantial stock move.
OUR ANALYSIS → VIEW 8-K →Public Storage raised its guidance for net operating income growth and Core FFO per share, driven by strong year-to-date performance and optimism for the remainder of 2026, but also executed forward sale agreements under its ATM program, which could lead to dilution.
OUR ANALYSIS → VIEW 8-K →Greenbrier reported Q4 net earnings of $9 million, or $0.27 per diluted share, and core net earnings of $12 million, or $0.39 per diluted share, with a new railcar backlog of 14,000 units valued at $2.1 billion as of August 31, 2026. The company's results were impacted by facility rationalization costs and tariff uncertainty in North America markets, but the lease fleet grew 23% and utilization re
OUR ANALYSIS → VIEW 8-K →AudioEye reported record Q3 results with GAAP net income profitability of $1 million, adjusted EBITDA up 58% year over year, and expects increased profitability in Q4, along with a $15 million stock repurchase program, which could positively impact the stock price. The company's strong financial performance and new AI product launches are key drivers of the expected growth.
OUR ANALYSIS → VIEW 8-K →Whirlpool's Q3 results showed a GAAP net earnings loss margin of (6.8)% and ongoing EBIT margin of 2.6%, with the company maintaining a strict working capital management and expecting net debt below $4.5B at the end of 2026. The updated 2026 EPS outlook includes a full-year GAAP earnings loss per diluted share of $(4.95) and ongoing earnings loss per diluted share of $(1.30).
OUR ANALYSIS → VIEW 8-K →Cincinnati Financial Corporation reported third-quarter 2026 net income of $459 million, or $2.96 per share, missing the prior year's $1.122 billion, or $7.11 per share, due to a significant decrease in net investment gains and lower property casualty underwriting profit. The company's non-GAAP operating income was $443 million, or $2.86 per share, nearly flat compared to the prior year.
OUR ANALYSIS → VIEW 8-K →Rambus reported record quarterly revenue of $218.3 million, exceeding guidance, with strong product revenue and cash from operations, driven by demand for its solutions in next-generation AI and data center infrastructure. The company's Q4 outlook also suggests continued growth.
OUR ANALYSIS → VIEW 8-K →Amkor Technology reported strong Q3 results with record revenue in Computing and Automotive & Industrial end markets, and continued margin expansion, despite expected weakness in Communications. The company also provided guidance for Q4 with net sales expected to be $1.9 billion to $2.0 billion.
OUR ANALYSIS → VIEW 8-K →Brixmor reported strong Q3 results with record occupancy, increased dividend, and raised outlook, driven by leasing demand and same property NOI growth, with a significant acquisition pipeline including the $2.34 billion Slate Transaction.
OUR ANALYSIS → VIEW 8-K →Citius Pharmaceuticals' subsidiary Citius Oncology reported a 120% increase in LYMPHIR unit sales to U.S. wholesalers in the fiscal fourth quarter, with 792 units sold, and 950 vials ordered by prescribing centers, indicating strong demand and growth momentum for the product.
OUR ANALYSIS → VIEW 8-K →Agilysys reported record revenue of $93.4M in fiscal 2027 second quarter, exceeding expectations with 32.6% subscription revenue growth and raising full-year guidance levels to $374M to $378M in total revenue and at least 34% subscription revenue growth.
OUR ANALYSIS → VIEW 8-K →The company reported strong revenue growth and positive operating leverage, with a 10.4% increase in gross loans and a 14.0% increase in total deposits, and announced a $0.14 per share dividend, but the stock's reaction will be muted as the news is largely routine and already priced in, except for the announced merger with Peoples Bancorp, which represents a 22.7% premium over the company's closin
OUR ANALYSIS → VIEW 8-K →Kforce Inc reported third quarter 2026 revenue of $357.8 million, exceeding the high-end of guidance, with a 7.5% year-over-year increase and improving gross profit margins, driven by 7.8% year-over-year growth in Technology revenue.
OUR ANALYSIS → VIEW 8-K →Jazz Pharmaceuticals expects a $755 million pre-tax charge for acquired in-process research and development expense related to the Actio Biosciences acquisition, impacting GAAP and non-GAAP EPS by approximately $11.00 for Q3 2026. This significant charge is a notable burden on the company's financials for the quarter.
OUR ANALYSIS → VIEW 8-K →Avidbank Holdings, Inc. reported strong third-quarter performance with net income of $10.2 million, or $0.94 per diluted share, and significant growth in loans and deposits, but also noted a temporary large client deposit that is expected to leave in the fourth quarter, which may impact future results. The company's redemption of $22.0 million of callable subordinated notes and private placement o
OUR ANALYSIS → VIEW 8-K →SR Bancorp, Inc. reported a 54.1% increase in net income to $1.1 million for the three months ended September 30, 2026, driven by a 14.8% increase in interest income and a 9.3% increase in net interest income, with total assets and net loans also showing growth.
OUR ANALYSIS → VIEW 8-K →The company reported its quarterly results with net income of $32.6 million and annualized net income adjusted for non-core items of $149.2 million, but without a significant surprise relative to market expectations, the impact is likely neutral. The filing provides detailed financial information, including non-GAAP measures, but does not contain any major surprises that would significantly impact
OUR ANALYSIS → VIEW 8-K →City Holding Company reported record quarterly results with net income of $34.6 million and diluted earnings of $2.43 per share, beating previous quarter's results. The company's net interest income increased 3.0% to $62.6 million, driven by an increase in yield on loans and investments.
OUR ANALYSIS → VIEW 8-K →XTND reports preliminary revenue of $24.5-26.5 million for the nine months ended September 30, 2026, exceeding full-year 2025 revenue, and announces a backlog of $84 million in its AI Robotics segment. The company also appoints Matt McGraw as CEO of its U.S. business.
OUR ANALYSIS → VIEW 8-K →Sierra Bancorp reported record quarterly income of $15.3 million, or $1.18 per diluted share, exceeding the third quarter of 2025 by 64% and beating expectations, driven by a favorable change in provision for credit losses, higher net interest income, and a lower effective tax rate.
OUR ANALYSIS → VIEW 8-K →Bank of Marin Bancorp reported a 32% year-over-year increase in quarterly diluted earnings per share, driven by net interest margin expansion, loan growth, and prudent expense management. The company also announced a quarterly cash dividend of $0.25 per share.
OUR ANALYSIS → VIEW 8-K →Bank of Hawaii Corporation reported solid Q3 2026 financial results with diluted earnings per common share of $1.49, up from $1.47 in the linked quarter, and a net interest margin increase to 2.82%, but the stock's reaction will depend on whether these results exceed or meet analyst expectations, which are not provided in the filing.
OUR ANALYSIS → VIEW 8-K →Business First Bancshares reported net income available to common shareholders of $23.2 million or $0.71 per diluted common share, with a 12 basis point expansion in net interest margin and loan growth of $121.4 million, but the results appear largely in line with expectations without significant surprises.
OUR ANALYSIS → VIEW 8-K →Medifast reported a third quarter revenue decrease of 19.4% to $72.0 million and a net loss of $17.5 million, with the number of active earning coaches declining 47.7% to 10,200, but average revenue per coach increased 54.1% to $7,064. The company expects coach numbers to continue declining through 2026, but is focused on delivering returns on its foundational work and achieving profitability in t
OUR ANALYSIS → VIEW 8-K →The company reported net income of $3.6 million for the quarter-ended September 30, 2026, with a net interest margin of 3.55%, but also added a $1.9 million provision for credit losses, which impacted earnings per common share by ($0.21).
OUR ANALYSIS → VIEW 8-K →Alliance Resource Partners reported strong Q3 2026 results, with total revenues up 5.5% year-over-year and net income attributable to ARLP up 46.8% year-over-year, driven by record oil & gas royalty revenues and improved coal sales volumes. Adjusted EBITDA attributable to ARLP increased 26.3% year-over-year, beating expectations.
OUR ANALYSIS → VIEW 8-K →The company reported a cash balance of $78.6 million as of September 30, 2026, and expects to report topline results for the ALTITUDE-AD Phase 2 study in November 2026, but there are no quantified surprises in the filing.
OUR ANALYSIS → VIEW 8-K →The filing appears to be a routine update on the company's securities and does not contain any significant or surprising information that would impact the stock price. The company is simply reporting on its various notes and common stock listings.
OUR ANALYSIS → VIEW 8-K →HBT Financial, Inc. reported strong third-quarter results with net income of $31.4 million, or $0.86 per diluted share, and a return on average assets of 1.85%, but no quantified surprise relative to market expectations is evident from the filing.
OUR ANALYSIS → VIEW 8-K →Lakeland Financial Corporation reported record third quarter net income of $28.9 million, a 9% increase from the same period last year, driven by strong loan growth and healthy net interest margin expansion. The company's diluted earnings per share increased 11% to $1.14, beating the prior year's performance.
OUR ANALYSIS → VIEW 8-K →Easterly Government Properties reported third quarter net income of $5.7 million and core FFO of $38.0 million, with a 98% leased operating portfolio and no significant surprises or quantified beats, suggesting a neutral impact on the stock price. The company's financial results and portfolio operations appear stable, but without any major positive or negative surprises, the stock is likely to rem
OUR ANALYSIS → VIEW 8-K →The company has issued a routine earnings report with non-U.S. GAAP financial measures, but no quantified surprises are disclosed that would significantly impact the stock price.
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 →The material filings, RNS and EU notices in one email every market day, read and scored by AI.
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