October 2026 — page 9
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.
Third Coast to Buy Great Plains in $239.6 Million Stock Deal
The all-stock merger is expected to expand Third Coast’s Dallas footprint and put the Texas community bank into Oklahoma.
Healthcare Services Group to Buy NEXDINE Hospitality for $93.5 Million
The all-cash purchase of a privately held dining and hospitality service manager is meant to expand HCSG into senior living and hospitality-driven care.
Aris Mining gold production rises 16% through third quarter
The company reported year-to-date gold production of 217.3 thousand ounces for the nine months ended September 30, 2026
Tax-backed borrowing and the saving glut of the rich
An NBER working paper’s estimated model links part of the US saving glut among top earners to redistribution financed through borrowing backed by future taxes.
Tariffs and Trade Restrictions: Build-A-Bear Names Cost Impact
Companies described current tariff effects, limits to sourcing changes and uncertainty over the timing of tariff refunds.
Regional Banks: Deposit Repricing and Uneven Credit Exposure
Regional banks reported cheaper deposit funding, changing deposit mixes and uneven movements in commercial real estate exposure.
Insurance catastrophe losses and pricing: Rates fell, warnings held
Insurers described falling catastrophe renewal rates, market-driven premium reductions and persistent risks from severe weather and higher replacement costs.
Housing and Construction Costs: Energy Warnings Grow Sharper
Companies sharpened energy-cost warnings, reported spending to lower buyers’ mortgage rates and identified construction savings as a margin catalyst.
Freight and Logistics Cycle: Firmer Rates, Uneven Demand
Companies described tighter capacity and higher freight rates alongside persistent demand weakness and trade-related risks.
Defense Demand: Record Backlogs and Drone Program Wins
Companies reported record backlogs and a more established drone opportunity, alongside explicit conditions on funding and conversion to revenue.
Data-Center Power Demand Meets Contracts and Supply Limits
Companies detailed customer-backed power commitments and construction schedules, alongside warnings that electricity availability could constrain AI expansion.
Boston Scientific Recalls Imager II Angiographic Catheters
The company said catheter tips may fracture or detach, leaving fragments in patients or migrating through the vasculature.
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.
Repligen Completes $1.5 Billion BioLife Solutions Acquisition
The bioprocessing company closed the mixed cash-and-stock deal that was expected to be accretive to adjusted earnings by at least 25 cents in year two.
Skydance Completes $78 Billion Cash Purchase of Warner Bros. Discovery
The combination unites two studios, two streaming services, CBS and HBO, and CBS News and CNN under one owner.
CD&R, McKesson to Take Option Care Health Private
The infusion-services provider will remain a separate company as CD&R takes a majority stake and McKesson takes a minority stake with a path to buy the rest.
CD&R and McKesson to Take Option Care Health Private
McKesson will invest about $1.4 billion for a 49% minority stake as CD&R takes a 51% majority and Option Care Health leaves Nasdaq.
IES Holdings Completes $691 Million DBM Global Acquisition
The electrical-systems installer closed a mixed cash-and-stock deal that creates a Structural line of business around one of the largest U.S. independent steel fabrication and erection platforms.
Emera to Combine with Canadian Utilities in $72 Billion Merger
The all-stock merger of equals is framed as a Canadian utility and energy-infrastructure platform with scale to fund electrification and infrastructure demand.
Chevron to Buy Hess Midstream DJ Assets for $200 Million
Chevron will swap its Hess Midstream ownership and general partner stake for longer Bakken midstream terms and cash it said would cut Bakken unit midstream costs about 50%.
Cirrus Logic to Acquire Inventvm
The audio-semiconductor designer said the deal adds IP, engineering capacity and talent as it expands into new applications.
Altaris to Buy Clarivate Life Sciences Unit for $600 Million
The healthcare-focused buyer completes an asset purchase that lets Clarivate concentrate on Academia & Government and Intellectual Property.
Byline Bancorp to Buy Illinois State Bancorp for $87.9 Million
The mixed cash-and-stock deal is meant to add a core deposit base and more density across Chicago communities.
Black Hills to Serve Google Wyoming Data Center
The utility will supply up to 590 MW of grid-connected power and manage 2.1 GW of third-party resources through a private microgrid.
Brandywine Realty Trust to Buy 3151 Market Street for $240 Million
The Philadelphia REIT agreed to an asset purchase of the Market Street property, adding a downtown office asset to its portfolio.
Curaleaf to Revise Hostile Bid for Aurora Cannabis
The cannabis operator plans a mixed consideration of 0.4013 Curaleaf shares plus $1.00 cash, or US$5.00 a share, as it seeks to address Aurora's objections to its initial offer.
Pembina Pipeline Declares Quarterly Preferred Share Dividends
The company declared a dividend of 0.425875 Canadian dollars for Series 5 preferred shares.
US earnings: Jabil beats revenue outlook; Nike sales fall
Micron reported higher quarterly revenue, CarMax accelerated unit sales growth and McCormick's acquisition accounted for most of its reported sales increase.
SEC Questions Costs Left Out of Adjusted Earnings
Rockwell agreed to include corporate costs, Maximus promised clearer profit comparisons, and Albany defended excluding contract losses.
Microcap Insider Buying: Week Ending October 2, 2026
The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Buying: Week Ending October 2, 2026
The week’s reported purchases, buying relative to company size, and persistent buying.
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.
Lucid Cuts Output After Second-Shift Elimination
The electric-vehicle maker produced 2,954 vehicles in the third quarter and delivered 3,806 as it converted inventory under a $1.4 billion cash-flow reset.
F&G's Second-Quarter Sales and Adjusted Earnings Ease
Adjusted net earnings were $85 million, or $0.65 a share, as gross sales slipped to $2.7 billion after a $3.2 billion first quarter.
Apollo's AUM Reaches $1.05 Trillion After $1 Trillion Cross
The alternative asset manager closed June 30, 2026 with approximately $1.05 trillion of assets under management, after crossing $1 trillion in the first quarter.
Advanced Drainage Systems to Buy StormTrap for About $530 Million
The all-cash deal adds stormwater storage products as ADS broadens its stormwater-management portfolio.
Ithaca Energy to Buy Three UK Assets in $1.2 Billion Cash Deal
Suncor is selling the White Rose complex to concentrate the portfolio on oil sands resources, with closing expected in early 2027.
Champion Homes to Buy Timberline Homes in Asset Deal
The homebuilder said the purchase will expand Southeastern retail locations and accelerate its direct-to-consumer strategy.