146 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 26 and called the likely one-week price move. Calls are graded in the open.
AGCO reported its Q3 financial results, using non-GAAP financial measures to exclude restructuring and business optimization expenses, amortization of acquired intangibles, and impairment charges, but did not provide a quantitative reconciliation of forward-looking non-GAAP measures due to future uncertainties.
OUR ANALYSIS → VIEW 8-K →EMCOR Group, Inc. reported record third quarter 2026 results with revenues of $5.54 billion, a 28.8% increase year-over-year, and diluted EPS of $9.04, a 37.6% increase year-over-year. The company also increased its 2026 revenue guidance range to $20.6 billion - $21.0 billion and its 2026 non-GAAP diluted EPS guidance range to $34.50 - $35.50.
OUR ANALYSIS → VIEW 8-K →IDACORP, Inc. reported third quarter 2026 net income of $160.2 million, or $2.73 per diluted share, and increased its full-year 2026 earnings guidance to the range of $6.40 to $6.50 per diluted share, driven by strong customer growth and additional revenues from current base rates and large contract customers.
OUR ANALYSIS → VIEW 8-K →Garrett Motion Inc. reported strong Q3 2026 results with net sales of $930 million, up 3% year-over-year, and a net income of $97 million, with a $250 million share repurchase program announced for 2027. The company's reaffirmation of its 2026 mid-point outlook and strong profitability and cash flow are positives, but the share repurchase program is not a surprise and the results are largely in li
OUR ANALYSIS → VIEW 8-K →Brunswick Corporation reported strong third quarter results with a 6.9% increase in net sales and a 62.9% increase in adjusted diluted EPS, prompting an increase in 2026 full-year guidance to approximately $4.65 in adjusted diluted EPS.
OUR ANALYSIS → VIEW 8-K →Dream Finders Homes reported record third-quarter closings and net sales, but margins remain under pressure and the company faces challenges from rising mortgage rates and affordability constraints, with a focus on cost reduction and integration of the Beazer acquisition.
OUR ANALYSIS → VIEW 8-K →The Federal Home Loan Bank of Cincinnati reported a decrease in net income for the third quarter and first nine months of 2026, primarily due to lower average interest rates and lower spreads earned on Advances and mortgage loans held for portfolio. Total assets and investments decreased, while mission assets and activities increased.
OUR ANALYSIS → VIEW 8-K →Bunge reported Q3 GAAP diluted EPS from continuing operations of $1.64, beating the prior year's $0.86, and maintained its full-year adjusted EPS outlook range of $9.25 to $9.75. The strong performance was driven by solid execution and the increased capabilities of Bunge's expanded global network.
OUR ANALYSIS → VIEW 8-K →Sonic Automotive reported all-time record quarterly total revenues of $4.0 billion and record quarterly gross profit of $617.5 million, driven by growth in the EchoPark and Powersports segments, but net income was down 12% year-over-year due to higher expenses. The company also announced a quarterly cash dividend of $0.41 per share.
OUR ANALYSIS → VIEW 8-K →The company reported strong Q3 results with 11% revenue growth, 60% increase in net earnings, and 27% growth in adjusted EBITDA, also raising its 2026 guidance for revenue, adjusted EBITDA, and adjusted diluted EPS. The record funded backlog and improved visibility into the fourth quarter support the raised outlook.
OUR ANALYSIS → VIEW 8-K →Carrier Global Corp reported strong Q3 results with orders, sales, and adjusted EPS all up between 15% and 35%, driven by growth in all segments and a record backlog of over $8.5 billion. The company's adjusted operating profit increased 33% and adjusted operating margin expanded 260 basis points, driven by favorable volume and price, partially offset by increased input costs and tariffs.
OUR ANALYSIS → VIEW 8-K →TriNet Group, Inc. announced solid third quarter results, with earnings performance exceeding forecast and customer retention improving, and now expects to deliver earnings at the top end of its guidance range
OUR ANALYSIS → VIEW 8-K →The company declared a distribution of $0.01 per common share, which is a routine announcement and not a significant surprise, and also elected not to use the extended transition period for complying with new or revised financial accounting standards, which is a minor disclosure item.
OUR ANALYSIS → VIEW 8-K →Catalyst Bancorp, Inc. reported net income of $978,000, or $0.27 per diluted common share, for the third quarter of 2026, up 87% compared to the second quarter, but this includes $883,000 in merger-related expenses after-tax. Excluding these expenses, non-GAAP net income was $1.9 million, or $0.51 non-GAAP diluted EPS.
OUR ANALYSIS → VIEW 8-K →Portland General Electric reported third-quarter adjusted EPS of $1.06, revising 2026 adjusted earnings guidance to $3.18 to $3.28 per diluted share due to unusually mild weather, and announced estimated customer savings of $14 million in 2027 from the Extended Day-Ahead Market.
OUR ANALYSIS → VIEW 8-K →Hershey's third-quarter results show a 3.0% increase in consolidated net sales and a 111.8% increase in reported net income, with adjusted earnings per share-diluted increasing by 103.1% to $2.64. The company has updated its 2026 sales and earnings outlook, expecting net sales growth of around 5% and adjusted earnings per share growth of 36% to 38.5%.
OUR ANALYSIS → VIEW 8-K →Establishment Labs reported a 33.9% revenue increase to $72.0 million, driven by 119% U.S. growth, and raised its full-year revenue guidance to more than $274 million, also achieving its first quarter of positive operating and free cash flow.
OUR ANALYSIS → VIEW 8-K →Marcus Corporation reported record quarterly revenue, with a 13.1% increase in total revenues to $237.8 million and a 33.2% improvement in operating income to $30.3 million, driven by strong performances from both Marcus Theatres and Marcus Hotels & Resorts.
OUR ANALYSIS → VIEW 8-K →WEC Energy Group reported Q3 net income of $389.3 million, or $1.18 per share, and raised its earnings guidance for 2026 to a range of $5.60 to $5.64 per share, citing favorable weather and capital investment.
OUR ANALYSIS → VIEW 8-K →DoorDash's Q3 2026 financial results exceeded expectations with a 34% year-over-year revenue increase and a 91% year-over-year GAAP net income increase, also announcing a definitive agreement to acquire Instacart for $65.00 per share, which could lead to increased scale and complementary technologies
OUR ANALYSIS → VIEW 8-K →Indivior reported a 13% year-over-year increase in total net revenue and a 22% increase in SUBLOCADE net revenue, with GAAP net income of $137 million and non-GAAP net income of $161 million, exceeding expectations and indicating a strong quarter for the company.
OUR ANALYSIS → VIEW 8-K →Quanta Services reported record quarterly results with significant increases in revenue, adjusted EBITDA, and adjusted diluted EPS, driven by strong performance across all metrics, and raised its full-year 2026 financial expectations. The company's total backlog reached a record $63.7 billion, with demand for its services broadening across multiple end markets.
OUR ANALYSIS → VIEW 8-K →A. O. Smith reported third-quarter sales of $941 million and net earnings of $126 million, with a diluted EPS of $0.93, and announced the sale of an 81% interest in its China business to CPE for approximately $400 million, with A. O. Smith retaining a 19% stake and a long-term brand license
OUR ANALYSIS → VIEW 8-K →Donegal Group Inc. reported a 9.6% decrease in net income and a 3.0% decrease in net premiums earned for the third quarter of 2026, with soft market conditions and higher-than-planned attrition contributing to the declines
OUR ANALYSIS → VIEW 8-K →LKQ Corporation reported a net loss of $24 million for the third quarter of 2026, including $111 million of pre-tax non-cash impairment charges, and suspended its strategic review, including the Specialty segment sales process, to allow the new leadership team to assess the business
OUR ANALYSIS → VIEW 8-K →DFIN reported a 5.5% increase in net sales and a significant improvement in net earnings, with adjusted EBITDA margin expanding by 120 basis points, driven by strong performance in software solutions and capital markets transactional revenue. The company also reported improved operating cash flow and free cash flow, with a remaining share repurchase authorization of $118.5 million.
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