Earnings — page 11
WaFd’s Net Interest Income Growth Slowed Again
WaFd’s fourth-quarter net interest income edged up to $182.4 million, while credit charges and merger spending weighed on earnings despite a residential loan-sale gain.
Travelers’ Underlying Underwriting Margin Improvement Paused
Travelers reported a third-quarter combined ratio of 86.8%, compared with 83.6% in the second quarter.
Regions’ Loan Growth Slowed After Second-Quarter Pickup
Regions’ average loans rose 0.5% QoQ to $99.183 billion in the third quarter, while a margin recovery and higher capital markets income supported earnings.
NioCorp Turned a Preliminary Profit on Noncash Liability Gains
NioCorp reported preliminary quarterly net income of $3.7 million, primarily reflecting noncash gains, while development work continued to consume cash.
M&T’s Net Interest Income Growth Stalled
M&T’s net interest margin fell 5 bps to 3.65% in the third quarter despite continued growth in average loans.
Ladder Capital Posts Second Consecutive Distributable Earnings Increase
The commercial real estate lender reported September-quarter distributable earnings of $0.35 a share after a credit-loss charge, while an office sale lifted accounting profit.
Ames National’s Margin Expansion Quickened
The Iowa banking group’s net interest margin reached 3.38% in the third quarter, extending a recovery supported by investment reinvestment and lower funding costs.
Wells Fargo NII Rises as CIB Markets and Banking Cool
Net interest income reached $12.517 billion in the third quarter as the taxable-equivalent margin held at 2.43%.
JPMorgan Markets Revenue Falls From Second Quarter
Markets revenue was $10.3 billion in the third quarter, down from $12.1 billion in the second, as Equity Markets slipped to $5.0 billion.
Citi Markets Revenue Falls 13% From Second Quarter
Markets revenue dropped to $6.11 billion from $7.01 billion as Equity markets revenue fell 25% and Fixed Income markets revenue fell 7%, even as firmwide net interest income rose 14% year over year.
Prudential Restates International Businesses as Japan Following Exit Plan
On the restated second-quarter basis, after-tax adjusted operating income was $1.320 billion, or $3.75 per diluted share, as PGIM pre-tax adjusted operating income reached $294 million.
Plug Power Cuts Cash Usage to a Record $28 Million
The hydrogen company said preliminary third-quarter net cash usage was about $28 million, down from about $61 million in the second quarter, with cash of about $134 million and no new equity or debt raised.
Prologis Same-Store Cash NOI Growth Cools to 5.9%
Core FFO was $1.60 a share as the logistics real estate company guided 2026 Core FFO to $6.25–$6.29 a share.
Kimberly-Clark Keeps 2026 Outlook After China Drag
Preliminary third-quarter organic sales growth was a 1.3% decline as the company held its full-year targets unchanged.
J.B. Hunt Profit Growth Collapses After a 32% Second-Quarter Jump
Third-quarter operating income rose 2% to $247.1 million as Dedicated Contract Services earnings fell 22% and intermodal profit growth slowed.
Interactive Brokers Raises Quarterly Dividend to $0.15
The automated global broker lifted the payout from $0.0875 a share after net revenues of $1.91 billion and diluted earnings of $0.69 a share.
First Horizon Posts Loss After Mortgage Sale Reclass
The Memphis regional booked a $473 million loss on about $4.5 billion of consumer mortgages moved to held-for-sale, producing a $0.20-a-share loss.
Alcoa Completes Alumar Restart and Advances AliGroup Deal
Alcoa posted $483 million of net income, or $1.81 a share, as aluminum production rose for a sixth straight quarter and alumina output recovered at Pinjarra.
SM Energy Anticipates $207 Million Derivative Loss
The oil-and-gas producer said third-quarter realized oil averaged $85.76 a barrel before hedges, with gas at $2.48 a Mcf and NGLs at $29.40 a barrel.
Progressive's Third-Quarter Profit Turns Lower
Net income in the September quarter was $2.54 billion, down 3% from a year earlier, as the combined ratio slipped to 88.7.
Home BancShares Raises Dividend After Record Third-Quarter Profit
Net income hit a company record $129.5 million, or $0.65 a share, as the cash dividend rose to $0.23 a share.
BlackRock Adjusted Operating Margin Reaches 47.8 Percent
Annualized organic base fee growth was 11% in the third quarter, and as-adjusted diluted earnings were $15.93 a share.
UnitedHealth Raises 2026 Outlook After Profit Recovery
The healthcare company now expects full-year 2026 earnings of at least $19.50 a share and adjusted earnings of at least $20.50 a share.
Occidental's Oil Realizations Reverse After a 38% Jump
Worldwide realized crude fell to $85.91 a barrel in the third quarter as Gulf of America output was curtailed.
Northern Oil and Gas Lifts Third-Quarter Capital Spending
The non-operator booked $250.0 million to $253.0 million of third-quarter capital, up from $195.8 million in the second quarter, and said spending is expected toward the higher end of its 2026 range.
Johnson & Johnson Raises 2026 Sales Outlook After Talc Charge
The company lifted estimated reported sales to $101.2 billion at the midpoint and adjusted EPS to $11.10, while third-quarter GAAP earnings were $0.09 a share.
EQT Flags $100 Million Derivative Gain for Third Quarter
The natural gas producer said it expects $70 million of net cash settlements, including $68 million on NYMEX hedges, for the three months ended September 30, 2026.
Emerson Lifts Fiscal 2026 Sales Growth Outlook
Net sales reached $4.87 billion in the quarter ended June 30, 2026, and the company raised full-year sales growth to about 5%.
Domino's U.S. Same-Store Sales Rebound After a Weak Quarter
U.S. same-store sales rose 0.3% in the third quarter, reversing a 0.1% gain in the second quarter, as international comps turned positive and operating income rose 8.3%.
AZZ Raises Fiscal 2027 Outlook After Sales Growth Accelerates
Second-quarter sales reached a record $486.9 million, up 16.7% from a year earlier, and the company lifted full-year sales guidance to $1.825 billion to $1.875 billion.
Delta Cuts Full-Year Outlook After Fuel Spike
The carrier now sees adjusted earnings of $5.10 to $5.60 a share and about $2.5 billion of free cash flow for 2026.
Avient Names UPL Chief Mike Frank as President and CEO
The materials-solutions company kept 2026 adjusted EPS guidance at $3.10 to $3.25 after a second-quarter beat of $0.96.
PepsiCo Cuts 2026 Core EPS Growth Outlook
Organic revenue grew 3.1% in the third quarter as PepsiCo set its full-year organic revenue growth outlook at about 3% and cut core EPS growth guidance to 2.5%–3.5%.
Diamondback Oil Prices Fall After a Record Second Quarter
Unhedged realized oil averaged $87.30 a barrel in the third quarter, down from $96.82 in the second, as the Permian producer booked a $182 million net loss on commodity contracts.
Brookdale Occupancy Gain Accelerates After a Slow Quarter
Third-quarter weighted average occupancy reached 83.1%, up 130 basis points from a year earlier, after a 230-basis-point year-over-year lift in the second quarter.
Worthington Steel Posts First Results With Kloeckner
First-quarter net sales were $2,726.6 million after the June majority acquisition, while a $7.0 million continuing-operations loss replaced a year-earlier profit of $36.8 million.
Venture Global Holds LNG Sales Near Second-Quarter Volume
The company sold 465.8 TBtu of LNG in the quarter ended September 30, 2026, at an implied weighted average fixed liquefaction fee of $6.79 per MMBtu.
Profound Preliminary Third-Quarter Sales Beat Consensus
The company expects third-quarter revenue of $9.8 million to $10.0 million, about 45% to 47% above the $6.78 million Bloomberg mean.
Levi Strauss Raises 2026 Profit Outlook After Tariff Refunds
The apparel maker lifted full-year adjusted diluted EPS to $1.54–$1.56 and said it would start a $100 million buyback.
Helmerich & Payne Flags High-End Fourth-Quarter Margins
The driller now expects International Solutions direct margins of around $45 million in the fiscal fourth quarter, lifting the segment toward the top of its prior range.
Figure's Third-Quarter Volume Growth Cools From 132%
Consumer Loan Marketplace volume reached $5.12 billion, at the high end of the $4.8 billion to $5.2 billion range, excluding Kiavi after the Sept. 1 close.
Applied Digital's Adjusted Ebitda Reaches $64.4 Million
Revenue was $341.9 million in the fiscal first quarter ended August 31, 2026, as HPC Hosting posted $262.6 million and Polaris Forge 1 reached 175 MW of live capacity.
APA's U.S. Oil Realized Price Falls as Gas Turns Positive
The company estimated a $190 million before-tax gain on oil and gas purchases and sales in the third quarter, down from $345 million.
Constellation Raises Fiscal 2027 Reported Earnings Range
The beer and wine maker lifted its fiscal 2027 reported EPS outlook to $11.85-$12.55 after second-quarter net sales of $2,633 million.
RPM Narrows Fiscal 2027 Sales and Ebitda Outlook
First-quarter sales reached a record $2.22 billion, up 4.8%, as Performance Coatings and Consumer growth offset a Construction Products stall.
Penguin Names Cumming CFO After Record Fiscal 2026
The AI Factory Platform company said it posted multiple records in the fourth quarter and lifted its fiscal 2027 outlook.
Neogen Raises Fiscal 2027 Outlook After Core Growth Rebound
First-quarter revenue was $222.8 million, up 6.5% from a year earlier, and the company lifted full-year revenue guidance to $885 million to $890 million.
HubSpot Cuts Nearly 660 Jobs to Reorganize Around Outcomes
The company said it will reduce its team by about 7% as it shifts product teams away from hubs toward customer outcomes.
BioMarin Flags $320 Million Alesta Charge for 2026
The biologic-therapies company said the August 31 deal will add about $1.55 of pre-tax charges to full-year results and that it will issue updated 2026 guidance with third-quarter figures.
NeoGenomics Names Stone CEO as NGS Growth Reaches 28%
Preliminary third-quarter revenue is expected at about $209 million, and full-year revenue guidance is slated to rise at the midpoint.