October 2026 — page 2
Mastercard Volume Growth Cools as Revenue Holds 14%
Third-quarter net revenue reached $9.8 billion, up 14% as reported and currency-neutral, while gross dollar volume rose 7% in local currency.
LiveWire Withdraws 2026 Loss Guidance After Restructuring Committee
Third-quarter revenue rose 38% to $7.9 million as the company formed a special restructuring committee and dropped its $70 million to $80 million full-year operating-loss outlook.
Cheniere Completes Corpus Christi Stage 3 and Lifts 2026 Outlook
Third-quarter revenue reached $6.17 billion and full-year Adjusted EBITDA guidance moved to $8.75 billion–$9.25 billion.
Lilly Raises 2026 Revenue Outlook After Third-Quarter Sales
The company lifted the midpoint of 2026 revenue guidance by $5.5 billion to $91.0 billion to $92.0 billion after third-quarter sales of $24.4 billion.
L3Harris Lifts 2026 Earnings Outlook After Record Backlog
Orders of $19.3 billion lifted backlog to a record $53.2 billion and the company raised its GAAP EPS range to $12.25–$12.35.
Isabella Bank Extends Margin Expansion to Record Profit
Net interest margin reached 3.71% in the third quarter as net income hit a record $6.6 million, or $0.86 a share.
First Internet's Fourth-Quarter Earnings Outlook Reaches $1.07
Third-quarter revenue hit a record $43.9 million and FTE net interest margin expanded 8 bps to 2.55%.
Immuneering Extends Pancreatic Phase 2 Follow-Up
Cash, cash equivalents and marketable securities were $166.1 million at September 30, 2026, and the company now expects a runway into the fourth quarter of 2028.
Escalade Sales Slip as Third-Quarter Profit Rises
Net sales fell 3.2% to $65.6 million while net income rose to $6.7 million, or $0.48 a share, after a 123-basis-point gross-margin expansion.
EMCOR Raises 2026 Outlook After Growth Acceleration
Third-quarter revenue reached a record $5.54 billion, up 28.8% from a year earlier, as remaining performance obligations hit $18.57 billion.
Civeo Lifts 2026 Outlook After Canadian Lodge Occupancy
Third-quarter revenue reached $193.1 million, up 13% from a year earlier, as the hospitality provider raised full-year revenue guidance to $710 million to $720 million.
Caterpillar Profit Margin Widens as Sales Growth Cools
Third-quarter sales and revenues were $20.7 billion, up 17% from a year earlier, after 24% growth in the second quarter.
Bristol Myers Lifts 2026 Revenue Outlook After Third-Quarter Gain
The pharmaceutical company raised its 2026 revenue range to $49.75 billion to $50.25 billion after third-quarter sales of $13.1 billion and a $1.6 billion acquired-IPRD charge.
BCB Bancorp Posts $132.5 Million Loss After Credit Overhaul
A $115.0 million credit-loss provision and a $59.9 million deferred-tax valuation allowance produced a $6.92-a-share loss as the bank sold $204.3 million of problem loans.
Atomera Narrows Loss and Adds Third GAA Customer
The semiconductor materials licensor posted a $6.0 million net loss, or $0.15 a share, in the third quarter ended Sept. 30, 2026, and recorded no revenue.
Asure Raises 2026 Outlook After Slowdown in Sales Growth
Third-quarter revenue was $40.0 million, up 10% from a year earlier, as the HCM software maker swung to $0.5 million of operating income.
Francisco Partners Completes $650 Million Weave Take-Private
The all-cash purchase prices the healthcare-communications company at $7.40 a share and positions Weave to accelerate investment in its AI-powered platform.
Integer Stockholders Approve KKR Take-Private Merger
KKR affiliates will take the medical-device maker private after a Goldman-led process that drew 17 financial sponsors and three strategics.
Grant Thornton to Buy CBIZ in $5.0 Billion Cash Deal
The accounting firm agreed to pay $55.00 a share for the middle-market professional-services advisor, with a close expected in the fourth quarter of 2026.
DoorDash to Buy Instacart in $17 Billion Mixed Deal
The food-delivery platform agreed to a mixed consideration transaction to acquire the grocery marketplace.
DoorDash to Buy Instacart in $17 Billion Mixed Deal
The local commerce platform will pay $65.00 a share, a 26% premium to Instacart’s Oct. 22 close, to fold grocery fulfillment into its delivery network.
CPE to Buy 81% of A. O. Smith China Unit
The water-technology maker will sell an 81% interest in its China business, retaining a 19% stake and a long-term brand license as it concentrates on higher-return opportunities.
Thrive Holdings to Buy ADT in $15.3 Billion Transaction
The security-services company would pair ADT’s more than 150 years of security experience with Thrive’s long-term capital and engineering.
Quanta Adds Revenue Timetable After SEC Questions
Quanta expanded its explanation of when contracted work would become revenue after SEC staff challenged the detail provided beyond the first year.
TUDRIQEV Prescriptions Start; Nautilus Opens Voyager Access
Replimune reported early-October commercial availability of TUDRIQEV with institutional formulary and prescription activity, while Nautilus Biotechnology launched an Early Access Program for the Nautilus Voyager platform.
Kingsway funds demand larger TON Strategy buybacks
The 21.96% holder said the stock trades at a significant discount to estimated treasury asset value per share.
Capital One NIM Widens 40 bps as Auto Loans Reaccelerate
Net interest income rose 4% to $12.89 billion as the margin reached 8.41% and auto average loans grew 4%.
Vanda Updates 2026 Revenue Outlook After Third-Quarter Sales
Third-quarter net product sales reached $69.8 million, up 24% from a year earlier, as the company updated its full-year 2026 outlook to greater than $240 million.
Spok Reiterates 2026 Outlook After License Sale
Third-quarter net income was $9.7 million, including a gain on narrowband licenses, as cash reached $30.1 million.
Seacor Marine Direct Vessel Profit Rebounds After Fleet Sales
Direct vessel profit reached $18.9 million in the third quarter as utilization and day rates rose, even as the company reported a $9.5 million net loss.
Regional Management Rebounds From Second-Quarter Earnings Drop
The consumer lender posted record revenue of $178.8 million and net income of $15.1 million, or $1.61 a share, as bank-partnership fees and a lower credit-loss rate lifted the quarter.
One Stop Systems Raises 2026 Growth Outlook to About 40%
Third-quarter revenue from continuing operations was $12.6 million, up 35.9% from a year earlier, as the company lifted full-year growth guidance from 25% to 30%.
Orion Reverses Second-Quarter Loss With $5.5 Million Profit
Third-quarter revenue reached $256.2 million as year-over-year growth accelerated to 14% and the company reiterated 2026 guidance.
Omega Flex Sales Rebound After Second-Quarter Decline
Third-quarter net sales were $25.70 million, up 6.0% from a year earlier, as net income fell 36.0% to $2.36 million on fitting-related costs.
NN Third-Quarter 2026 Sales Rise 26.2%
Third-quarter sales reached $131.1 million, up 26.2%, as the company forecast 2026 net sales of $480 million to $500 million.
NewtekOne Holds 2026 Guidance After EPS Halves
Basic and diluted EPS were $0.34 a share in the third quarter as net interest income reached $19 million and 2026 guidance of $1.70-$1.80 was maintained.
Microsoft Cloud Growth Accelerates to 30% in September Quarter
Microsoft Cloud revenue reached $63.9 billion as Azure rose 48% and total revenue growth picked up to 19%.
MGP Reaffirms 2026 Guidance After Third-Quarter Sales Drop
Third-quarter sales were $117.9 million as the company reaffirmed full-year sales of $480 million to $500 million and adjusted EBITDA of $90 million to $98 million.
KREF Loan Write-Offs Widen Distributable Loss
The REIT booked a $155.9 million realized loss on loan write-offs in the third quarter, producing a distributable loss of $152.0 million, or $2.64 a share.
John Marshall's Net Interest Margin Expansion Ends
Net interest margin fell 8 bps to 2.91% after nine straight quarters of expansion, while net income reached $7.5 million, the ninth consecutive quarterly increase.
Hudson's Volume Streak Ends as HFC Prices Fall
Third-quarter revenue was $59.4 million as volume fell 9% and pricing dropped 17%, with net income of $2.0 million, or $0.05 a share.
Alphabet Cloud Growth Accelerates to 103% as Revenue Hits $127.6 Billion
Google Cloud revenue reached $30.7 billion in the third quarter, faster than the 82% pace of the prior quarter, as Alphabet posted a 13th straight quarter of double-digit growth.
GBank Net Interest Income Rebounds as Margin Recovers
Net interest income rose 6.4% to $13.6 million and the margin widened 17 bps to 3.95% as net revenue fell 7.3% to $20.3 million.
Fortinet Lifts 2026 Revenue Outlook to 20% Growth
Third-quarter revenue reached $2.08 billion as the company raised full-year revenue guidance for a third time this year.
Flex Raises Fiscal 2027 Outlook After Sales Accelerate
Second-quarter sales reached $8.5 billion, up 25%, as the company lifted full-year net sales to as much as $35.9 billion.
Ford Lifts Low End of Full-Year EBIT Outlook
Third-quarter revenue was $49.5 billion and adjusted EBIT $2.7 billion as the automaker raised the floor of its full-year adjusted EBIT range to $10.5 billion.
ClearPoint Neuro Cuts 2026 Revenue Outlook After Third-Quarter Growth
Third-quarter revenue reached $12.1 million, up 36% year over year, as the company lowered its 2026 estimate to $48.0 million–$50.0 million.
Boston Scientific Sales Growth Slows to 1.5 Percent
Third-quarter net sales were $5.138 billion, and the company now sees fourth-quarter sales down 3.0% to 1.0% versus a year earlier.
Princeton Bancorp Third-Quarter Profit Falls as Credit Provision Rises to $7.6 Million
Third-quarter 2026 net interest income was $20.0 million. Two commercial real estate charge-offs and a retail-consolidation asset write-down reduced net income to $1.0 million, or $0.15 a share, while net loans rose $80.0 million from the prior quarter.
AEP Lifts Capital Plan to $100 Billion Through 2031
Third-quarter operating earnings were $2.23 a share as the utility expanded its five-year plan and raised its long-term growth outlook.