84 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 18 and called the likely one-week price move. Calls are graded in the open.
AMETEK reported record third quarter 2026 results with a 17% increase in sales and a 17% increase in adjusted earnings per diluted share, and also raised its full year guidance to $8.53 to $8.57 per diluted share, up approximately 15% from 2025 results.
OUR ANALYSIS → VIEW 8-K →Yum China reported strong Q3 results with 8% revenue growth, 13% operating profit growth, and 20% diluted EPS growth, driven by same-store transaction growth and expansion in restaurant and OP margins. The company also raised its full-year target for net new store openings to over 2,400 and is on track to return $1.5 billion to shareholders in 2026.
OUR ANALYSIS → VIEW 8-K →JBT Marel Corporation reported record quarterly net income margin and adjusted EBITDA margin, and announced an increased share repurchase authorization of $700 million, but also revised its full-year 2026 revenue outlook downward due to lower CPG-related volume expectations
OUR ANALYSIS → VIEW 8-K →Syra Health Corp reported a record revenue of $2.6 million, up 52% year-over-year, with a gross margin of 46.3% and net income of $344,610, marking its third consecutive profitable quarter. The company's strong financial performance and approval for Syrenity within the CMS ACCESS Model position it for continued growth and profitability.
OUR ANALYSIS → VIEW 8-K →Otter Tail Corp affirms the midpoint of annual earnings guidance and narrows the range, with quarterly diluted earnings per share of $1.41, but the announcement lacks a significant quantified surprise to drive a substantial price move.
OUR ANALYSIS → VIEW 8-K →Aptiv reported Q3 revenue of $3.2 billion, a 2% increase, and adjusted EBITDA of $567 million, with strong non-automotive revenue and bookings growth, but the results are largely in line with expectations and do not contain significant quantified surprises.
OUR ANALYSIS → VIEW 8-K →Beam Therapeutics reported third quarter 2026 financial results, highlighting clinical progress across its base editing portfolio, including updated Phase 1/2 clinical data for BEAM-302 and plans to initiate dosing for BEAM-304 in early 2027, with a cash runway expected to support operating plans into mid-2029.
OUR ANALYSIS → VIEW 8-K →CVR Partners reported a net loss of $11 million and EBITDA of $20 million for the third quarter, with average realized gate prices for ammonia up 20% year-over-year, and declared a cash distribution of $1.79 per common unit, but the results were impacted by a planned turnaround at the East Dubuque facility, and the company's production decreased compared to the same quarter last year.
OUR ANALYSIS → VIEW 8-K →SunocoCorp LLC reports exceptional third quarter results, including net income of $499 million and Adjusted EBITDA of $1.060 billion, and expects to exceed 2026 Adjusted EBITDA guidance range, but the announcement lacks specific surprises beyond already-expected performance, and the distribution increase is modest at 1.25%
OUR ANALYSIS → VIEW 8-K →Compass Pathways is nearing completion of its NDA submission for COMP360 and expects a potential launch in H1 2027, with a strong cash position and a blockbuster opportunity in a significantly underserved market, but no quantified surprise in the filing
OUR ANALYSIS → VIEW 8-K →The company reported a 19.7% year-over-year increase in product revenue, driven by improving demand from the medium and heavy-duty truck market and new program launches, but profitability was impacted by one-time costs associated with the Mexico expansion and higher external input costs.
OUR ANALYSIS → VIEW 8-K →The company's Q3 results show a 39.2% improvement in Adjusted EBITDA and a 14.0% improvement in GAAP operating loss, but still reports a substantial doubt about its ability to continue as a going concern due to a stockholders' deficit and negative operating cash flow.
OUR ANALYSIS → VIEW 8-K →Liberty Global's Q3 results show significant progress in commercial initiatives and value unlock strategy, with revenue growth and cost reduction plans, but the filing lacks specific quantified surprises to drive a significant stock move.
OUR ANALYSIS → VIEW 8-K →LGI Homes, Inc. reported strong third quarter financial results with year-over-year growth in closings, revenue, and earnings, and maintained strong profitability, but the filing does not contain a significant quantified surprise beyond already expected performance.
OUR ANALYSIS → VIEW 8-K →CVR Energy's third quarter 2026 results exceeded expectations with net income of $570 million and Adjusted EBITDA of $582 million, driven by strong operations and record crack spreads, and the company announced a definitive agreement to acquire two refineries from Marathon Petroleum, which is expected to be transformative for the company.
OUR ANALYSIS → VIEW 8-K →Willis Lease Finance Corporation reported record quarterly total revenue of $246.3 million, a 34.3% increase, and record quarterly income from investments of $7.3 million, a 40.8% increase, driven by growth in lease rent revenue and spare parts and equipment sales.
OUR ANALYSIS → VIEW 8-K →Sunoco LP reports strong Q3 results, exceeding expectations with net income of $499 million and Adjusted EBITDA of $1.060 billion, and increases quarterly distribution by 1.25%
OUR ANALYSIS → VIEW 8-K →Zebra Technologies reported strong Q3 results with a 22.3% year-over-year increase in net sales to $1,614 million and raised its full-year outlook, driven by customer investment in automation and productivity.
OUR ANALYSIS → VIEW 8-K →Filed — our read is on its way.
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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 →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.
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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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