64 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.
Dauch Corp's preliminary Q3 results show a net loss of $42-47 million and Adjusted EBITDA of $355-360 million, with full-year 2026 targets adjusted to $10.8-10.875 billion in sales and $1.350-1.375 billion in Adjusted EBITDA, reflecting macro headwinds and production volatility
OUR ANALYSIS → VIEW 8-K →The company reported financial results for the three and nine months ended September 30, 2026, and initiated a plan to align staffing with demand, resulting in targeted headcount reductions and real estate-related actions, with a special charge of $46.0 million recorded in the third quarter and an expected additional special charge of approximately $7 million in the fourth quarter. The company als
OUR ANALYSIS → VIEW 8-K →Hawthorn Bancshares reported a 15.2% increase in net income to $7.1 million and a 15% increase in EPS to $1.01, driven by improved net interest margin and loan growth, but the stock's reaction will depend on whether these results exceed or meet expectations
OUR ANALYSIS → VIEW 8-K →DoubleVerify reported a 9% year-over-year increase in revenue to $205.6 million, driven by growth in Social and CTV, and achieved a 37% adjusted EBITDA margin, but the company has suspended future earnings calls and withdrawn financial guidance due to a pending merger agreement with Neptune BidCo US Inc.
OUR ANALYSIS → VIEW 8-K →ChoiceOne Financial Services reported net income of $14.5 million, or $0.97 per diluted share, for the third quarter of 2026, with core loans increasing 4.4% annualized and deposits growing 10.9% annualized, driven by strong loan production and steady funding costs. The company's GAAP net interest margin expanded 8 basis points to 3.67% in the third quarter of 2026.
OUR ANALYSIS → VIEW 8-K →ExxonMobil reported third-quarter 2026 earnings of $15.4 billion, or $3.72 per share, with adjusted earnings of $17.5 billion, or $4.23 per share, and announced $20 billion in 2027 share repurchases, demonstrating strong operational performance and shareholder returns.
OUR ANALYSIS → VIEW 8-K →Meridian Corp's Q3 net income decreased 10.3% from the prior quarter to $5.2 million, or $0.43 per diluted share, and the company declared a quarterly cash dividend of $0.14 per common share. The earnings report did not contain any significant quantified surprises that would impact the stock price beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →Red River Bancshares reported a record-high quarterly net income of $12.6 million, up 6.8% from the prior quarter, driven by increased loans, deposits, and assets, with a quarterly return on assets of 1.48% and return on equity of 12.84%
OUR ANALYSIS → VIEW 8-K →General Dynamics reported strong Q3 2026 results with revenue up 12.9% and diluted EPS up 15.7% year-over-year, driven by growth across all segments and robust bookings, with a significant backlog of $220 billion.
OUR ANALYSIS → VIEW 8-K →Imperial Oil reported record quarterly net income of $2,454 million, driven by higher commodity prices and downstream volumes, and returned $2,506 million to shareholders through dividend payments and share repurchases.
OUR ANALYSIS → VIEW 8-K →Colgate-Palmolive reported a 4.6% increase in net sales and a 3% increase in GAAP EPS, with organic sales growth of 3.6% and a 7% increase in Base Business EPS, also narrowing its sales guidance and raising its gross profit margin and Base Business earnings per share guidance for full year 2026
OUR ANALYSIS → VIEW 8-K →AbbVie reported strong Q3 results with a 10.3% increase in net revenues and a significant increase in adjusted diluted EPS, also raising its 2026 adjusted diluted EPS guidance range and announcing a 2027 dividend increase
OUR ANALYSIS → VIEW 8-K →Cboe Global Markets reported a record diluted EPS of $4.08, up 43% year-over-year, and increased its 2026 organic total net revenue growth target to 'high teens' from 'mid to high teens'
OUR ANALYSIS → VIEW 8-K →INVE Technologies revised its preliminary Q3 financial results from a net income of $0.4-0.8 million to a net loss of $1.1-1.3 million, citing post-closing adjustments related to an asset sale. The company's expected cash balance remains unchanged at $87.1 million.
OUR ANALYSIS → VIEW 8-K →AutoNation reported Q3 2026 adjusted EPS of $5.11, a 2% year-over-year increase, and announced an additional $1 billion share repurchase authorization, but revenue was relatively flat compared to the same period a year ago.
OUR ANALYSIS → VIEW 8-K →Regeneron reported strong Q3 2026 financial results, with 36% revenue growth and 70% non-GAAP EPS growth, driven by record net sales of Dupixent, EYLEA HD, and Libtayo, as well as an expanded collaboration with Sanofi worth up to $8 billion in potential milestones
OUR ANALYSIS → VIEW 8-K →Chevron reported strong Q3 earnings of $9.9 billion, with adjusted earnings of $10.4 billion, driven by higher margins on refined product sales and crude oil realizations, and announced plans to invest $7 billion in Venezuela over the next five years.
OUR ANALYSIS → VIEW 8-K →BrightSpring Health Services, Inc. reported strong third-quarter financial results, with net revenue up 26.4% year-over-year and adjusted EBITDA up 42.0%, and also increased its full-year 2026 guidance, driven by its Pharmacy and Provider businesses.
OUR ANALYSIS → VIEW 8-K →The company reported a 36% increase in net income to $1.9 million for the nine months ended September 30, 2026, and a 13.9% increase in net interest income to $12.7 million, driven by improvements in net interest margin and net interest rate spread.
OUR ANALYSIS → VIEW 8-K →The company reported a 4.1% increase in revenues for the third quarter 2026, but a 2.7% decrease in gross profit due to higher transportation and fuel costs, and production inefficiencies from integrating a new kiln into existing operations. Net income decreased by 1.9% to $38.0 million, or $1.32 per share diluted.
OUR ANALYSIS → VIEW 8-K →The company has issued a press release announcing its earnings for the quarter and nine months ended September 30, 2026, but the filing does not provide quantified surprises or significant updates that would likely move the stock price beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →GLPI reported record third quarter results with a 9.5% increase in total revenue to $435.4 million and a 10.5% increase in AFFO to $311.7 million, demonstrating the strength of its triple-net lease model. The company also announced a joint venture with Prologis to develop a former casino site into a warehouse and distribution park, which could increase GLPI's ownership interest to approximately 30
OUR ANALYSIS → VIEW 8-K →Mastech Digital reported a 13.4% year-over-year decrease in total consolidated revenues, but a 1.3% sequential increase, driven by a 4.7% sequential growth in the Data & AI segment, which also saw a 29.0% year-over-year increase in bookings to $10.8 million. However, the Talent segment revenues declined 16.4% year-over-year and 0.4% sequentially, due to a top client insourcing services and the com
OUR ANALYSIS → VIEW 8-K →Iradimed reported a 14% year-over-year revenue increase to $24.2 million and raised its full-year revenue guidance to $91.6-93.1 million, with GAAP diluted EPS expected to be $1.90-1.94
OUR ANALYSIS → VIEW 8-K →Oppenheimer Holdings Inc. reported a significant decrease in net income for the third quarter of 2026, primarily due to a $21.0 million pre-tax expense associated with a long-term employee incentive compensation program, as well as lower retail trading activity and reduced investment banking volumes. The company's adjusted net income, which excludes this expense, was $20.9 million, still lower tha
OUR ANALYSIS → VIEW 8-K →Gates Industrial Corp Ltd. reported a 5.6% increase in third-quarter net sales and raised its 2026 guidance for profitability and adjusted earnings per share, driven by mid-single digit sales growth and a significant gross profit margin increase.
OUR ANALYSIS → VIEW 8-K →Lear Corporation reported a 2% increase in revenue and a 26% increase in net income for the third quarter of 2026, with earnings per share increasing 36% year-over-year, driven by higher earnings and the benefit of its share repurchase program. The company also delivered positive operating performance in both segments and achieved its full-year target of $350 million in share repurchases.
OUR ANALYSIS → VIEW 8-K →The company is using non-GAAP financial measures and is unable to provide a quantitative reconciliation to GAAP measures, which may imply a lack of transparency and could have a significant impact on future financial results. The unavailable information and preliminary estimates subject to risks and uncertainties may lead to material variations between actual and preliminary results.
OUR ANALYSIS → VIEW 8-K →Carter's Inc reported a 45% growth in adjusted operating income and a 39% growth in adjusted diluted EPS, driven by profitability improvement initiatives and a strategic evolution of its leadership structure, but the company also announced the departure of its Chief Operating Officer and moderated its revenue outlook due to economic uncertainty.
OUR ANALYSIS → VIEW 8-K →The company reported net income of $1.7 million, or diluted earnings per share of $0.11, for the third quarter of 2026, which is lower than the second quarter of 2026 and the third quarter of 2025 due to higher provision for credit losses and noninterest expense, including $3.0 million of nonrecurring merger-related expenses. The results include the operating results of the combined company after
OUR ANALYSIS → VIEW 8-K →The company has entered into a private placement, which means dilution for existing shareholders, and has also filed an underwriting agreement for the sale of its common stock and pre-funded warrants.
OUR ANALYSIS → VIEW 8-K →Pioneer Bancorp's Q3 net income was $85,000, down significantly from $4.3 million in Q3 2025, due to $6.2 million in litigation-related expenses, but the bank's loan portfolio and deposits showed growth, and the resolution of pending litigation is a positive development
OUR ANALYSIS → VIEW 8-K →Standex International Corp reported strong fiscal Q1 2027 results, with record sales of $232.6 million, up 12.4% YOY organically, and raised its FY27 outlook, expecting high-teens growth in adjusted earnings per share. The company's Electronics segment led the way with approximately 30% organic growth and a book-to-bill of 1.23.
OUR ANALYSIS → VIEW 8-K →The company reported a $3.9 million increase in net income for the three months ended September 30, 2026, compared to the same period in 2025, primarily due to higher net interest income and non-interest income. However, this filing is an routine earnings report without quantified surprises beyond the expected performance of a bank.
OUR ANALYSIS → VIEW 8-K →The company announced no cash distribution to unit holders and stated that the likelihood of future distributions is extremely remote due to insufficient monthly payments from Pacific Coast Energy Company LP, amid ongoing legal proceedings and potential dissolution of the trust.
OUR ANALYSIS → VIEW 8-K →Terex Corporation reported strong third-quarter results with a 12% year-over-year increase in sales and a 14% increase in adjusted EBITDA, driven by solid performance in its Materials Processing and Specialty Vehicles segments. The company also saw significant improvement in order activity, with proforma orders up 53% year over year and a book-to-bill ratio of 103%
OUR ANALYSIS → VIEW 8-K →Bank of the James Financial Group reports a 50% increase in quarterly cash dividend and higher net interest income, with net income for the first nine months of 2026 increasing by $3.04 million to $9.34 million. The company's financial performance shows improvement, with a higher net interest margin and lower interest expense.
OUR ANALYSIS → VIEW 8-K →Standard Motor Products, Inc. reported a 2.8% increase in adjusted net sales and a 13.2% increase in adjusted diluted earnings per share, with net debt leverage improving to 1.8x, surpassing the target to be below 2.0x in FY'26. The company reaffirmed its full-year guidance of low to mid-single digit sales growth and adjusted EBITDA margin of 11% - 12%.
OUR ANALYSIS → VIEW 8-K →The company reported a decrease in net sales and gross profit, but stable sales volume, and diluted EPS decreased 30.2% to $1.11 per share. The press release contains corrections to previous statements, but no new significant information is disclosed.
OUR ANALYSIS → VIEW 8-K →RBC Bearings reported strong Q2 results with 15.2% revenue growth and expanding gross margins, driven by mid-teen growth in both Aerospace & Defense and Industrial segments, with the CEO expressing optimism about the next six months.
OUR ANALYSIS → VIEW 8-K →The company reported a GAAP net loss of $85.4 million and suspended its quarterly cash dividend to preserve capital, while also closing an $825 million collateralized securitization vehicle to generate additional liquidity. The suspension of the dividend and significant net loss are negative indicators.
OUR ANALYSIS → VIEW 8-K →Verra Mobility reported a 1% decrease in total revenue and a 13% decrease in net income for the third quarter of 2026, but reaffirmed its fiscal year 2026 guidance and reported record bookings in Government Solutions, excluding a large contract renewal. The company also announced the appointment of an interim CFO and provided an update on customer contracts in its Commercial Services segment.
OUR ANALYSIS → VIEW 8-K →Piper Sandler reported solid Q3 results with 18% year-over-year growth in advisory services revenues and increased client activity in fixed income, but net revenues were down 11% from Q2, and the company's share repurchase authorization may not be enough to offset potential dilution concerns.
OUR ANALYSIS → VIEW 8-K →Aurinia Pharmaceuticals Inc. reported a 19% increase in total revenue for the nine months ended September 30, 2026, and raised its total revenue guidance for 2026 from $315-325 million to $325-330 million, driven by strong sales of its lupus nephritis treatment LUPKYNIS.
OUR ANALYSIS → VIEW 8-K →Mammoth Energy Services, Inc. reported a strong third quarter with revenue increasing 95% year-over-year to $21.3 million and Adjusted EBITDA more than doubling sequentially to $5.8 million, also raising its full-year 2026 outlook for the third time this year.
OUR ANALYSIS → VIEW 8-K →OmniAb, Inc. reported a strong third-quarter 2026 performance with revenue of $4.0 million, exceeding the prior-year period, and raised its full-year 2026 revenue and cash outlook, driven by licensing execution and expanded commercial launch of xPloration and introduction of OmniTides
OUR ANALYSIS → VIEW 8-K →The company has filed its quarterly earnings report and supplemental data, which includes financial highlights, balance sheets, and guidance for 2026, but does not contain any quantified surprises or significant updates that would impact the stock price.
OUR ANALYSIS → VIEW 8-K →Dominion Energy reported third-quarter 2026 GAAP net income of $1.30 per share and operating earnings of $1.28 per share, with the company expecting to be in the top half of its 2026 operating earnings guidance range. The announcement does not contain any significant surprises or deviations from expectations.
OUR ANALYSIS → VIEW 8-K →CubeSmart reported a strong third quarter with positive same-store revenue and NOI growth, and also announced the repurchase of 2.1 million common shares and the redemption of $300 million of unsecured senior notes. However, the impact of these events on the stock price may be neutral as they are likely already priced in by the market.
OUR ANALYSIS → VIEW 8-K →Sensient Technologies Corporation reported a 10.6% increase in revenue and a 25.5% increase in operating income for the third quarter, driven by strong volume growth and higher prices across its segments, with earnings per share increasing 29.9% to $1.13.
OUR ANALYSIS → VIEW 8-K →The company reported Q3 2026 GAAP earnings of $1.50 per diluted share and ongoing earnings of $1.62 per diluted share, but did not provide forward-looking guidance due to the pending transaction with Blackstone Infrastructure. The transaction, which was approved by shareholders in August 2025, is expected to be completed at $61.25 per share.
OUR ANALYSIS → VIEW 8-K →Church & Dwight exceeded its third quarter outlook with stronger than forecasted sales and earnings growth, driven by organic sales growth of 5.1% and gross margin expansion of 170 basis points, and raised its 2026 outlook for sales and tightened its outlook for earnings per share.
OUR ANALYSIS → VIEW 8-K →Capri Holdings reported Q2 fiscal 2027 results with revenue, operating income, and earnings per share exceeding expectations, driven by improved trends at Michael Kors and Jimmy Choo, and increased full-year outlook
OUR ANALYSIS → VIEW 8-K →Oil States International, Inc. reported Q3 2026 revenues of $169.8 million, exceeding guidance, with an 8% sequential increase driven by strong demand in Offshore Manufactured Products and Downhole Technologies segments, and a backlog reaching its highest level since December 2014.
OUR ANALYSIS → VIEW 8-K →Citizens Financial Services, Inc. reported a 24.5% increase in net income for the first nine months of 2026, driven by a 10.1% increase in net interest income before the provision for credit losses, but non-performing assets increased significantly to 2.16% of loans as of September 30, 2026
OUR ANALYSIS → VIEW 8-K →Hess Midstream LP reported estimated results for the third quarter of 2026, with net income of $179.1 million and Adjusted EBITDA of $319.9 million, and increased its quarterly cash distribution to $0.7985 per Class A share.
OUR ANALYSIS → VIEW 8-K →The filing is a routine disclosure of Exelon's third quarter earnings release and conference call, with no quantified surprises or material updates that would impact Pepco Holdings LLC's stock price.
OUR ANALYSIS → VIEW 8-K →Kenvue Inc. reported a 3.2% increase in net sales and a 5% increase in diluted EPS, driven by strong performance in Self Care and Essential Health, but did not provide forward-looking guidance due to the pending transaction with Kimberly-Clark.
OUR ANALYSIS → VIEW 8-K →nVent Electric plc reported record sales and orders in Q3 2026, with broad-based double-digit sales growth across all verticals and geographies, and raised full-year sales and EPS guidance.
OUR ANALYSIS → VIEW 8-K →Kite Realty Group reported a net loss of $13.3 million, but raised 2026 FFO and Same Property NOI guidance ranges, and executed over 1.2 million square feet of leasing volume, increasing its signed-not-open NOI pipeline to approximately $38.8 million. The company also received a credit rating upgrade to BBB+ from Fitch Ratings, indicating a strong portfolio and balance sheet.
OUR ANALYSIS → VIEW 8-K →The company reported third quarter earnings with net income of $758 million and diluted earnings per share of $2.32, and also announced the sale of its Houston Refining subsidiary for $320.5 million, but the earnings results are largely in line with expectations and the sale is not a significant surprise relative to the company's market cap.
OUR ANALYSIS → VIEW 8-K →OneMain Holdings reported Q3 2026 earnings per diluted share of $1.60, slightly below the prior year quarter's $1.67, and declared a quarterly dividend of $1.05 per share, with managed receivables growing 9% year-over-year to $28.1 billion. However, the company's provision for finance receivable losses increased to $615 million, up from $488 million in the prior year period, which may be a concern
OUR ANALYSIS → VIEW 8-K →WisdomTree's Q3 results show record AUM of $171 billion, $4.6 billion of net inflows, and a 41.3% operating income margin, driven by strong organic growth and operating discipline. The company also declared a $0.03 quarterly dividend and repurchased $10.6 million of common stock.
OUR ANALYSIS → VIEW 8-K →The company's updated bylaws establish minimum ownership and holding-period requirements for stockholders seeking to propose business at an annual meeting, and the declaration of distributions for the next three months is routine and already-priced-in news.
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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