Amadeus IT Group, S.A.

AMS.MC Q3 2026

Reported: 2026-11-11

Amadeus shares rose 1.6% after the results, a broadly muted reaction. The company maintained its 2026 outlook but now expects to deliver at the lower end of its guided ranges, tempering year-to-date growth and commercial momentum.

Key takeaways

For the first nine months, revenue grew 5%, adjusted EBIT 6% and adjusted diluted EPS 9% at constant currency.
Management maintained its 2026 outlook despite macroeconomic volatility, but expects results at the lower end of the guided ranges.
The company cited moderating fixed-cost growth and continued cost discipline as support for profitability.
Commercial activity included Finnair becoming the first airline to connect NDC directly to an Offer- and Order-based system, alongside new NDC agreements and airport and hospitality wins.
Amadeus announced AI collaborations with NVIDIA and Anthropic and continues to develop AI capabilities across its products.

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AST SpaceMobile, Inc.

ASTS Q3 2026

Reported: 2026-11-11

Shares fell 8.7% after the update, despite progress toward year-end service activation and satellite production milestones. The likely disappointment was execution and timing risk: nationwide coverage remains a future target, ASIC-enabled production is still ramping, and the company’s plan depends on a rapid expansion of launches and deployment.

Key takeaways

AST reported **$42.3 million in Q3 revenue** and **$3.2 billion in cash, cash equivalents and restricted cash**.
Management said it is on track for **initially intermittent nationwide service in the U.S. and other key markets before year-end 2026**; the first rollout markets named were the U.S., Canada, Japan, Saudi Arabia and the U.K.
The company pulled forward its next-generation ASIC to **BlueBird 34**, which management said delivers **10x the processing bandwidth** of the Block 1 satellites. It targets production of **six ASIC-enabled satellites per month in December**.
AST said **more than 100 BlueBirds** are covered by launch agreements for deployment in 2027–28 and is targeting **45 satellites in orbit by mid-2027**.
The company announced Blacklift, a planned reusable rocket with initial launches targeted for **late 2028**—a longer-term effort that adds execution demands alongside the near-term satellite and service rollout.

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Aura Minerals

AUGO Q3 2026

Reported: 2026-11-11

Aura beat with a 27% quarter-over-quarter increase in production to 96,000 gold-equivalent ounces, and the stock rose 22.1% after earnings. Management reiterated full-year production guidance and expects further improvement in Q4.

Key takeaways

Revenue increased 15% quarter over quarter to $386 million; EBITDA was $237 million.
Nine-month production reached 253,000 ounces. The company reiterated full-year guidance of 340,000–390,000 ounces.
All-in sustaining cash cost was $1,953. Management said Q4 improvements should keep full-year costs within guidance, despite costs currently running above it.
Recurring free cash flow was $124 million. Aura declared a $0.72-per-share dividend and completed $10 million of share buybacks during the quarter.
Aura raised $200 million through a syndicated loan, bringing cash above $400 million; Era Dorada remains on time and on budget, according to management.

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Brookfield Asset Management Ltd.

BAM.TO Q3 2026

Reported: 2026-11-11

Brookfield’s shares rose 3.9% after earnings, with the clearest positive signal being 15% year-over-year growth in both fee-related and distributable earnings. Fundraising and fee-bearing capital also advanced, though the transcript excerpt provides limited detail on the full-quarter outlook and operating results.

Key takeaways

Brookfield raised $25 billion in the third quarter and $123 billion in the first three quarters of 2026.
Fee-bearing capital reached $682 billion, up 13% over the last 12 months.
Fee-related earnings were $864 million, or $0.54 per share; distributable earnings were $763 million, or $0.47 per share. Both were up 15% from the year-ago quarter.
Management cited $50 billion of commitments for its infrastructure strategy and said infrastructure and private equity led quarterly fundraising.
The CEO pointed to strong deployment and monetizations in energy and real estate, but the excerpt does not quantify these or provide the CFO’s detailed results.

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Brookfield Infrastructure Partners L.P.

BIP Q3 2026

Reported: 2026-11-11

Brookfield Infrastructure’s units rose 4.9% after earnings, with the likely positive signal being 10% FFO-per-unit growth for a third consecutive quarter. Growth was broad-based, led by data and midstream, though asset sales continued to weigh on some segment results.

Key takeaways

FFO was $717 million, or $0.91 per unit; management said growth was supported by high-end organic growth, commissioned projects, and recent investments.
Segment FFO rose 5% in utilities, 10% in transport, 14% in midstream, and 25% in data. Utilities and transport were partly offset by foregone earnings from asset sales.
The partnership secured nearly $1.5 billion of asset-sale proceeds year to date and was nearing binding offers on processes that could add over $1 billion net before year end.
Year-to-date equity deployment was approximately $1.8 billion, with over $2 billion targeted for 2026; about $700 million went to organic growth projects.
More than 90% of debt, excluding Brazil, is fixed rate; corporate liquidity was approximately $3.2 billion.

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CECO Environmental Corp. Common Stock

CECO Q3 2026

Reported: 2026-11-11

CECO’s shares rose 19.0% after earnings as the company reported record quarterly results, strong legacy growth and introduced a 2027 outlook calling for approximately $2.2 billion in revenue and $500 million in adjusted EBITDA at the midpoint. The outlook is supported by a $2.2 billion backlog and early Thermon integration savings, though the transcript excerpt does not provide the full financial detail or assumptions behind the forecast.

Key takeaways

Q3 revenue was approximately $404 million, adjusted EBITDA was $70 million, and adjusted EBITDA margin was 17.3%; revenue more than doubled and adjusted EBITDA roughly tripled year over year, including Thermon.
Legacy CECO delivered 30% organic revenue growth and 64% adjusted EBITDA growth.
Orders totaled $778 million and quarter-end backlog was approximately $2.2 billion; management said about 20% of backlog relates to data centers and that cancellation rates remain below 0.5%.
CECO generated approximately $154 million of adjusted free cash flow in Q3 and $192 million year to date, ending the quarter at about 2x net leverage.
Thermon integration savings reached approximately $22 million in annualized net adjusted EBITDA, about 55% of the three-year target, within the first six months.

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Canopy Growth Corporation

CGC Q2 2027

Reported: 2026-11-11

Canopy’s shares fell 3.6% after earnings, with the sharp 44% year-over-year revenue decline at Storz & Bickel the clearest disclosed drag on an otherwise growing cannabis business. The call also points to a gap before cultivation improvements at Kincardine fully contribute: management expects the impact to be felt starting in fiscal 2028.

Key takeaways

Consolidated net revenue rose 22% year over year to $81.4 million; cannabis revenue increased 30% to $66.2 million.
International cannabis revenue grew 141% year over year and 28% sequentially to $12.3 million. Canada Medical revenue rose 18% to $25.8 million, and Canada Adult Use revenue increased 17% to $21.8 million.
Storz & Bickel revenue fell 44% to $50.1 million. Management cited variable consumer spending and changing market trends, while expecting a seasonally stronger third quarter.
Canopy expects Kincardine yield and flower quality to improve noticeably exiting Q3, with the full impact beginning in fiscal 2028; it sees potential to raise production there by at least 25%–30% within the same footprint.
EU GMP certification at Smiths Falls creates a path to sell additional patient-ready product categories in Europe, but management said it is still working with channels and expects to provide updates in future quarters.

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Constellation Software Inc.

CSU.TO Q3 2026

Reported: 2026-11-11

Constellation Software shares fell 3.0% after earnings, as 2% organic growth masked pressure in U.S. healthcare: the group was down about 10%, with broader consolidation and competition weighing on the business. Recurring-revenue growth was 4%, but the outlook for healthcare recovery remains uncertain.

Key takeaways

Revenue was $3.5 billion, up 19%; organic growth was 2%, while maintenance and other recurring revenue grew 4%.
Excluding U.S. healthcare, recurring-revenue organic growth would have been about 5%. U.S. healthcare was down about 10%, versus 1% in the prior quarter; excluding two recently acquired businesses expected to shrink, it would have been down about 3%.
Cash from operations rose 5% to $717 million, while free cash flow available to shareholders fell 16% to $443 million. Management said the decline largely reflected a noncash revaluation charge of $117 million, versus $16 million a year earlier.
Management described AI efforts as early-stage experimentation across its businesses, with spending not currently material to results and no forecast provided.

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Castellum, Inc.

CTM Q3 2026

Reported: 2026-11-11

Castellum fell 19.9% after earnings, with investors likely focused on nearly flat year-over-year third-quarter revenue and lower gross profit and gross margin. Management cited contract mix and timing variability, while its full-year record-revenue expectation remains in place.

Key takeaways

Third-quarter revenue was $14.7 million, up from $14.6 million a year earlier and $13.9 million in the prior quarter.
Gross profit declined to $5.3 million from $5.5 million a year earlier. Gross margin fell to 36.1% from 37.6%, though it improved from approximately 34% in Q2; management attributed the year-over-year pressure to a higher mix of lower-margin subcontractor work.
Revenue for the first nine months was $42.9 million, up 6% year over year. The company said it expects record revenue for full-year 2026.
Backlog was $254.5 million at quarter-end, down from $271.7 million at June 30; Castellum expects to recognize about 25% over the next 12 months and 51% over 24 months.
The qualified pipeline reached approximately $1.66 billion, up from $953.5 million at June 30. The company said increased business-development and M&A investment was planned and weighed on EBITDA, but the transcript excerpt provides no EBITDA result.

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Euronext N.V.

ENX.PA Q3 2026

Reported: 2026-11-11

Euronext shares fell 6.8% after earnings, suggesting investors focused on the outlook rather than the record quarter. The transcript cites no guidance cut; the likely concern is that reported growth was heavily supported by record trading volumes, which drove volume-related revenue up 40.1%, while comparable underlying costs still rose 8%.

Key takeaways

Revenue and income reached a record €547.4 million, up 24.9% year over year; adjusted EBITDA rose 31.6%, lifting the margin by 3.3 percentage points to 66.5%.
Volume-related revenue increased 40.1% on record volumes across asset classes. Non-volume-related revenue, 55% of the total, grew 14.8%.
Underlying expenses excluding D&A rose 13.5% to €183.3 million; excluding acquisitions, costs increased 8% against like-for-like revenue growth of 18%.
Management lowered its 2026 underlying operating-expense guidance to €760 million from €770 million. Net debt to EBITDA was 1.1x, or 1.2x normalized for Nord Pool cash in transit, and Euronext announced a €350 million share repurchase program.

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EquipmentShare.com Inc.

EQPT Q3 2026

Reported: 2026-11-11

EquipmentShare fell 16.5% after earnings, despite rapid rental growth and a higher full-year outlook. The transcript’s likely pressure point is that the raised outlook is still framed as conservative and the growth case leans heavily on future site maturity and multiyear projects; the excerpt does not provide enough detail to identify a specific guidance shortfall.

Key takeaways

Rental segment revenue grew 49% year over year, while rental segment adjusted EBITDA rose 52%; rental margins expanded about 70 basis points year over year and 130 basis points sequentially.
OEC increased 32% year over year. Management said it had raised full-year rental revenue outlook by more than $450 million and adjusted core EBITDA outlook by more than $310 million since the start of the year.
Data centers accounted for a little over 10% of revenue; management cited manufacturing, energy, and digital and physical infrastructure projects as additional sources of demand.
At quarter-end, the company had 448 operational locations, including 408 full-service rental locations, and $10.7 billion of fleet under management.
Management’s mature-location model estimates approximately $15.2 million in annual rental segment revenue and $9.8 million in annual core EBITDA per location. These are illustrative estimates, not current results.

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Extendicare Inc.

EXE.TO Q3 2026

Reported: 2026-11-11

Extendicare’s shares rose 3.6% after earnings, as adjusted EBITDA of $71.7 million grew 41% year over year and came in ahead of consensus. Acquisition-led growth and lower leverage were positives, while Home Health margins remained below the prior year.

Key takeaways

Home Health volumes increased 111.5% year over year including acquisitions; excluding CBI, average daily volumes rose 18.8%.
Home Health NOI margin was 13.1% after removing out-of-period revenue, up 20 basis points from Q2 but down 50 basis points year over year, reflecting technology and back-office investment and the absence of an Ontario rate increase.
CBI contributed $153.3 million in revenue and $20.3 million in NOI; in its first six months after closing, it was tracking approximately 23% ahead of adjusted EBITDA and 25% ahead of volumes versus original underwriting.
Extendicare paid down $53.7 million on its revolving credit facility, ending the quarter with 2.3x pro forma net debt to EBITDA and $246 million of available liquidity.
Managed Services customer base grew 9.4% year over year, with NOI margin of 55.6%; management expects annualized margins of 50%–55%.

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Exodus Movement, Inc.

EXOD Q3 2026

Reported: 2026-11-11

Exodus shares fell 8.9% after earnings, with the call emphasizing a still-early transformation and milestones dependent on regulatory approvals, partner readiness and execution rather than near-term delivery. Exchange volume remained slightly below Q2, while management said it is still evaluating additional cost reductions beyond its planned 25% workforce cut.

Key takeaways

Quarterly exchange volume was slightly below Q2, despite improving month to month: September volume rose about 7% from August and 28% from July.
Management said the lower cost base could allow incremental exchange revenue to contribute more to adjusted EBITDA, but the transcript gave no quarterly financial figures or profitability target.
Exodus is combining wallet, swaps, card issuance, payment processing and stablecoin services through XO Suite, targeting enterprise customers as well as consumers.
XO Cash is a U.S. dollar-backed stablecoin issued by MoonPay; Exodus plans to expand its distribution and develop additional use cases, with potential revenue from conversions and yield on reserves.
The company plans to separate its consumer and enterprise payment businesses under a group holding company and is considering further efficiencies beyond the original 25% workforce reduction plan.

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FutureFuel Corp.

FF Q3 2026

Reported: 2026-11-11

FutureFuel fell 38.5% after earnings, with the clearest disappointment coming from weak Chemicals segment throughput: customer turnarounds cut sales volume 27% year over year and reduced adjusted EBITDA by about $4.3 million. Biofuel utilization improved, but elevated feedstock costs and derivative losses still drove a segment gross loss.

Key takeaways

Chemicals sales volume declined 27% versus the prior-year quarter amid extended maintenance at dedicated units for two customers; both turnarounds are now complete.
The Chemicals disruption reduced third-quarter adjusted EBITDA by approximately $4.3 million and hurt operating leverage.
Biofuel utilization exceeded 80%, its highest level in more than two years, but higher feedstock costs and derivative losses outweighed improved volume and price capture.
FutureFuel expects to sell $1.5 million of RINs and recover $2.3 million of derivative losses in the fourth quarter.
Management cited a potential $5 million–$10 million opportunity beginning in 2027 from refining biodiesel glycerin, and expects initial production for a new European chemicals customer in Q1 2027, reaching full rates by midyear.

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Forward Air Corporation

FWRD Q3 2026

Reported: 2026-11-11

The stock rose 3.9% after earnings, reflecting year-over-year improvement in operating income and EBITDA alongside higher revenue. The gains were broad-based across segments, though the call provided limited quantified forward guidance.

Key takeaways

Revenue was $674 million, up $42 million from $632 million a year earlier; operating income rose to $44 million from $15 million.
Consolidated EBITDA increased nearly 30% to $101 million from $78 million, with margin improving to 15.1% from 12.3%.
Expedited Freight’s operating ratio improved 330 basis points to 89.2%; shipments and tonnage per day were both higher year over year.
Omni Logistics recorded its best reported EBITDA margin since early 2024, while Intermodal posted its highest revenue in more than three years and returned to what management described as industry-leading margins.
A new two-year agreement retains a significant portion of services for a large customer. The transition of other services is expected to run from this month through March next year.

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Gladstone Investment Corporation

GAIN Q2 2027

Reported: 2026-11-11

Gladstone Investment fell 0.5% after earnings, a roughly flat reaction. The quarter featured substantial investment deployment and portfolio growth, while management also flagged inflationary and energy-cost pressures and cautioned that record investment activity depends on deals continuing.

Key takeaways

Deployed approximately $156 million and received $20 million in repayments, for $136 million of net investment growth; portfolio fair value rose to approximately $1.4 billion.
Subsequent to quarter-end, GAIN completed the sale of SFEG’s operating entity, received full repayment of its debt investment, and expects equity proceeds over the coming months, subject to escrow settlements and final dissolution.
SFEG’s equity investment was valued at $167 million as of September 30, including estimated escrow proceeds; management said the exit is expected to generate a significant capital gain.
Through the first eight months of the fiscal year, investment activity totaled approximately $206 million, above the $183 million annual average over the past three years. Management said record production volume is possible if deal activity continues through the remaining four months.
Management described most portfolio companies as having positive results to date but remains cautious about elevated energy prices and inflationary pressures.

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Hims & Hers Health, Inc.

HIMS Q3 2026

Reported: 2026-11-11

Hims & Hers fell 16.6% after earnings, as investors appear to have focused on management’s planned trade-off of near-term subscriber growth for longer-term positioning. The company said it pulled back on weight-loss marketing and will redeploy investment ahead of the new year, while emphasizing future opportunities rather than near-term growth.

Key takeaways

Revenue growth accelerated to nearly 50%, according to management.
Nearly 3 million people across four continents use the platform.
Management said it intentionally reduced weight-loss marketing as it prepared new offerings and international investment, acknowledging this trades near-term subscriber growth for a stronger future position.
The company plans to put its next wave of marketing investment to work ahead of the new year, when management expects seasonal interest in weight loss to peak.
Hims & Hers said it is launching testosterone replacement therapy this quarter and Peptides+ later this month.

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Immunovant, Inc.

IMVT Q2 2027

Reported: 2026-11-11

Roivant’s shares rose 15.1% after the company reported $31 million in initial LISRAYA revenue and said its IMVT-1402 rheumatoid arthritis study met its Period 2 primary endpoint. The positive updates were tempered by management’s decision not to advance the Sjögren’s program, while it cautioned that the launch is early and September-quarter revenue benefited from pharmacy stocking.

Key takeaways

LISRAYA generated $31 million in net revenue during five weeks on the market; hundreds of patients were on paid drug at quarter-end, and management said some inventory held by specialty pharmacies had been dispensed after September 30.
Management expects pharmacy inventory dynamics to be a modest headwind in the December quarter, but to become irrelevant next year; it said payer policies are still developing and vary in difficulty.
IMVT-1402 met the primary endpoint in Period 2 of its RA study, a randomized-withdrawal phase testing maintenance of ACR20 response on 600 mg, 300 mg, or placebo.
Roivant said it is unlikely to progress the Sjögren’s program, citing updates in the field; it plans to run the study out and learn from it.
Management cited roughly 85,000 U.S. patients with RA who have struggled to get adequately treated, but said it will discuss the commercial opportunity at its December Investor Day.

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Infinity Natural Resources, Inc.

INR Q3 2026

Reported: 2026-11-11

Infinity shares slipped 0.8% after earnings, a broadly flat reaction. The company raised its 2026 production outlook to the high end of its existing range and expects capital spending at the low end, while citing higher diesel and stimulation costs.

Key takeaways

Third-quarter oil production rose 79% year over year to approximately 14,000 barrels per day; total production averaged nearly 432 MMcfe per day, up 100%.
Adjusted EBITDAX was nearly $138 million, supported by higher volumes and a favorable oil mix.
Management expects 2026 production at the high end and capital spending at the low end of its original guidance ranges; both remain within those ranges.
Controllable cash costs declined sequentially per unit, and GP&T costs fell as more volume moved through the company’s midstream system.
The company expects 2026 cost and capital synergies to exceed its previously announced $25 million, while noting cost pressure from diesel and stimulation.

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inTEST Corporation

INTT Q3 2026

Reported: 2026-11-11

InTest’s shares rose 8.7% after record orders and backlog pointed to demand extending into 2027. Revenue was at the high end of guidance, while gross margin exceeded guidance.

Key takeaways

Orders reached a record $49.4 million, up 31% year over year and 41% above revenue; backlog hit a record $59.7 million, with about 60% expected to ship in 2027.
Back-end semiconductor orders were a record $23.9 million, nearly four times the year-ago level. Total semiconductor orders were $25.1 million, more than double Q2.
Revenue was $35.1 million, up 34% year over year but essentially flat sequentially. A $6.8 million Auto/EV decline offset gains in Defense/Aerospace, Semi, Industrial and other.
Gross margin was 47.7%, above guidance, with management citing favorable mix.
Auto/EV orders rose to $9.4 million, more than double Q2, but remained below the exceptionally strong year-ago quarter; management also flagged expanding supply-chain lead times.

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Joint Stock Company Kaspi.kz

KSPI Q3 2026

Reported: 2026-11-11

Kaspi.kz shares fell 4.1% after earnings, with investors likely focused on EBITDA being broadly flat despite revenue growth of about 18% in constant currency. The transcript gives no updated financial guidance or clear explanation for the flat EBITDA, while management emphasized new initiatives and expansion plans.

Key takeaways

E-commerce GMV grew about 17% in constant currency; marketplace GMV grew 8%.
TPV rose 14% in constant currency, and the portfolio exceeded $17 billion, also growing 14%.
Revenue increased about 18% in constant currency, while EBITDA was broadly flat.
The Kasper AI assistant had 1.4 million users; conversion was 1.5x higher and average GMV per order 2x higher than with traditional text search.
Kaspi reported 42 neighborhood-grocery partner stores in Almaty, with a 15% EBITDA margin during the pilot and an 18-month EBITDA-level payback; it plans 300 stores by year-end and aspires to 3,000 in the midterm.

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LifeVantage Corporation

LFVN Q1 2027

Reported: 2026-11-11

LifeVantage shares fell 13.8% after the company reported a 22% revenue decline to $37.1 million, driven by fewer orders and smaller average orders. The CEO’s call for a comprehensive transformation, alongside plans to launch new digital platforms in 2027, underscores that the turnaround is still ahead.

Key takeaways

Adjusted EBITDA was $1.9 million in the quarter.
Management cited declines in both order volume and average order size as drivers of the revenue drop.
The company ended the quarter with $13.7 million in cash, no debt, and positive operating cash flow.
The strategy centers on repositioning the brand, simplifying the consumer and seller experience, and improving operational productivity.
A new North American website and digital platform are planned for the second quarter of calendar 2027, followed by a seller business suite in the third quarter.

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Compania de Distribucion Integral Logista Holdings, S.A.

LOG.MC Q4 2026

Reported: 2026-11-11

Logista’s shares rose 1.2%, a broadly neutral reaction. Fiscal 2026 delivered mid-single-digit underlying adjusted EBIT growth, in line with guidance, but reported net profit was nearly flat and regional performance was mixed.

Key takeaways

Revenue increased 2% to €13.8 billion, while economic sales rose 1.7% to €1.8 billion.
Adjusted EBIT grew 3.3% to €391 million; excluding €36 million of inventory profit, underlying adjusted EBIT growth was mid-single digit, in line with guidance.
Net profit edged up 0.3% to €282 million.
Regional economic sales were mixed: Iberia rose 1.1% to €1.183 billion and Italy grew 5.3% to €457 million, while France declined 2.1% to €207 million.
The proposed dividend is €2.17 per share, up 3.8% year-on-year, for a total distribution of €288 million.

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Marathon Digital Holdings, Inc.

MARA Q3 2026

Reported: 2026-11-11

MARA rose 10.5% after earnings, with investors appearing to reward progress toward AI infrastructure revenue and a stronger balance sheet. The transition remains early: two lease signings are still targeted, but timing could slip into next year, and most of Exaion’s reported pipeline is not contracted.

Key takeaways

Exaion signed a four-year, $79 million GPU-as-a-service agreement with a U.S. customer under 100% take-or-pay terms.
Exaion cited more than $3 billion in total contract value in its pipeline, with about $1 billion targeted for delivery by the end of 2027; these amounts are not yet contracted or committed.
Management is targeting two lease signings by year-end, while acknowledging they could move into next year.
MARA expects to complete the Long Ridge acquisition in the coming weeks, subject to customary closing conditions. The plant is authorized to sell 485 megawatts, with an increase to its 505-megawatt nameplate capacity expected in the first half of 2027.
After quarter-end, MARA sold Bitcoin to repay $750 million of Bitcoin-backed debt and release 18,750 pledged Bitcoin; it also said it had reduced total debt by $1.4 billion, or 37%, since the start of the year.

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Pembina Pipeline Corporation

PBA Q3 2026

Reported: 2026-11-11

Pembina’s third-quarter adjusted EBITDA rose 9% year over year to CAD 1.128 billion, and the company raised its 2026 guidance range. With the stock up 2.2% after earnings, the reaction was positive but modest; results benefited in part from unusually favorable Asian propane pricing, while Pipelines EBITDA declined 4%.

Key takeaways

2026 adjusted EBITDA guidance was updated to CAD 4.45 billion–CAD 4.55 billion; management said it is trending toward the upper end based on the current market outlook.
Facilities adjusted EBITDA increased 13% to CAD 400 million, supported by RFS IV entering service, higher terminalling demand, and improved PGI volumes.
Marketing and New Ventures adjusted EBITDA rose 69% to CAD 167 million, driven by higher NGL prices and premium Asian propane exposure; higher realized losses on NGL derivatives partly offset the gains.
Pipelines adjusted EBITDA fell 4% to CAD 606 million, reflecting lower net revenue on Alliance under its new toll structure, partly offset by lower costs and higher volumes on Nipisi and Drayton Valley.
Pembina and its partners sanctioned the 932 MW Greenlight natural-gas power facility; the company also entered an agreement to participate in the proposed Pacific Link crude pipeline.

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Plug Power Inc.

PLUG Q3 2026

Reported: 2026-11-11

Plug shares fell 9.0% after earnings, with investors likely focused on gross margin slipping slightly from Q2, fuel-plant downtime, and the still-negative 2.7% gross margin. The company reaffirmed full-year revenue growth guidance and expects Q4 net cash usage to be approximately flat, but positive Q4 EBITDAS remains a target rather than a delivered result.

Key takeaways

Q3 revenue was approximately $201 million, up about 13% year over year and from Q2; management expects Q4 revenue to be higher.
Gross margin improved from approximately negative 68% a year ago to negative 2.7%, but was slightly below Q2. Unplanned downtime at some fuel plants weighed on the quarter.
Net cash usage fell to approximately $28 million, about 54% below Q2, with no equity or debt raises during the quarter.
Operating expenses were approximately $70 million versus roughly $229 million a year ago. Reported EPS was about $0.07, driven by noncash fair value gains on convertible notes and warrants.
Plug reaffirmed full-year revenue growth guidance of 15%–16%; it is targeting positive EBITDAS and approximately flat net cash usage in Q4.

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PPL Corporation

PPL Q3 2026

Reported: 2026-11-11

PPL shares were nearly flat after earnings, down 0.6%. The company raised its long-term EPS growth target and expanded its capital plan, but the transcript provides no basis to conclude those updates exceeded investor expectations.

Key takeaways

PPL raised its annual EPS growth target to 7%–9% through at least 2030, with growth expected in the top half of that range beginning in 2027.
The 2027–2030 capital plan totals $25 billion and supports a projected 10% compound annual rate base growth from 2026 through 2030; the company says large-load customers are expected to fund most incremental investment.
PPL outlined $12 billion–$16 billion of additional investment opportunities through 2032, including $6 billion–$7 billion for potential Kentucky generation and at least $6 billion–$9 billion from Invitium Energy.
Invitium signed a letter of intent with QTS covering about 2 GW of generation capacity. Estimated total project investment is $5 billion–$7 billion, with PPL’s 51% share at approximately $2.5 billion–$3.5 billion; the final fuel-cell and battery-storage mix remains under development.
PPL maintained its 16%–18% FFO-to-debt target and aims for dividend growth at the low end of its 4%–6% range.

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Parex Resources Inc.

PXT.TO Q3 2026

Reported: 2026-11-11

Parex shares fell 16.6% after earnings, with the clearest concern in the transcript being higher costs and weaker realized economics: wider oil differentials, higher diluent, diesel and power costs, and Colombian peso appreciation weighed on quarterly funds flow. Management maintained its second-half production outlook, but also flagged increased capital spending and revised its broader financial outlook for evolving market conditions; the transcript cuts off before providing further detail.

Key takeaways

Third-quarter production averaged over 83,000 BOE per day; October production was nearly 86,000 BOE per day. Management maintained its second-half outlook at the original midpoint of 86,500 BOE per day.
Funds flow from operations was $196 million. A 315,000-barrel inventory build reduced it by an estimated $10 million; those barrels were sold after quarter-end.
Higher oil differentials, diluent and diesel costs, power costs, and Colombian peso appreciation offset support from commodity pricing and added Frontera production.
Block 111 production is roughly 6,000 barrels per day and constrained by egress. Parex is targeting about 2,000 barrels per day of incremental production by year-end and is building infrastructure, including a pipeline with capacity of approximately 40,000 barrels per day.
Management said it is increasing capital in several areas to support follow-up activity and positioning for 2027. It also revised its broader financial outlook, but the call excerpt does not include the details.

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D-Wave Quantum Inc.

QBTS Q3 2026

Reported: 2026-11-11

D-Wave shares fell 8.6% after earnings, with the transcript pointing to a sharp sequential slowdown in revenue: Q3 revenue was $4.5 million, up 21% year over year, while bookings growth was reported for the first nine months rather than the quarter. Commercial and technology milestones offer positives, but the call excerpt provides no forward revenue outlook to offset concern about near-term momentum.

Key takeaways

Q3 revenue was $4.5 million, up 21% year over year; the transcript does not provide a quarterly bookings figure.
Bookings for the first nine months of 2026 were $37.4 million, up 611% year over year.
NTT DOCOMO deployed a second production application; D-Wave also cited ongoing production-application efforts with Optum and AT&T.
A SkyWater proof-of-technology project reduced lot delays by up to 30%; the work will advance to a proof of concept with additional operational constraints.
D-Wave said its enhanced Strive solver found better solutions on assembly-line-balancing benchmarks in 15 seconds than the prior version found in 120 seconds.

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Qualys, Inc.

QLYS Q3 2026

Reported: 2026-11-11

Qualys shares fell 13.5% after earnings, suggesting investors were not persuaded by management’s positive characterization of the quarter; the transcript excerpt provides no financial guidance or results that identify the specific cause of the selloff. The operational metrics point to growing remediation automation, but do not establish that those gains translated into better near-term financial performance.

Key takeaways

Agent Insta detected newly exposed vulnerabilities at customer systems in under 60 minutes on average after disclosure, according to management.
Agent Val has performed approximately 9 million exploit validations; management said 11% were confirmed exploitable.
TruRisk Eliminate helped customers deploy more than 180 million patches in the last 12 months, with 60% running autonomously, versus 30% a year earlier.
Across more than 0.5 billion patches delivered to date, management cited rollback rates below 0.1%; more than 200 million patches were executed autonomously.
Management announced TruRisk Eliminate 2.0 with TruConfidence, extending remediation capabilities beyond endpoints and adding post-deployment system-health monitoring through partners such as Dynatrace.

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Quantum Computing, Inc.

QUBT Q3 2026

Reported: 2026-11-11

The stock fell 8.2% after earnings, suggesting investors were unconvinced by record revenue amid limited evidence of scaled customer demand: management’s stated priorities remain converting interest into orders, building backlog and scaling manufacturing. The transcript provides no revenue outlook or quantified order/backlog update, while the Dirac-3 customer shipment is only expected in Q4.

Key takeaways

Q3 revenue was a record $9.5 million, primarily driven by the expanded photonics business and acquisitions completed this year.
QCI provided cloud access to its Directory system to Hamad Bin Khalifa University; management also cited an installation at a consulting firm and an agreement with Planck Dynamics.
The company announced Dirac-3, designed for optimization problems with up to 9.98 thousand variables, and expects its first customer shipment in Q4. Management said performance still needs evaluation across applications.
Management’s priorities for the next 12 to 24 months are growing commercial business, scaling manufacturing and advancing its quantum portfolio; it said the goal is to turn interest into orders and a stronger backlog.

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SharpLink Gaming Ltd. Ordinary Shares

SBET Q3 2026

Reported: 2026-11-11

Sharplink’s shares fell 4.6% after earnings. The excerpt provides no company-specific financial results or guidance to identify a definitive cause; the negative move therefore cannot be tied to a stated operating miss or outlook cut from the available transcript.

Key takeaways

The transcript excerpt is largely focused on Ethereum ecosystem developments and does not include Sharplink’s Q3 financial results, guidance, or treasury metrics.
Lubin cited approximately $153 billion of stablecoin supply and more than $58 billion of DeFi TVL across the broader Ethereum ecosystem.
He said Ethereum supports approximately $17 billion in tokenized real-world asset AUM, about 55% of the tracked market.
The company highlighted institutional activity on Ethereum, including JPMorgan’s October 19 expansion of JPM Coin to Ethereum mainnet and Revolut’s phased testing of its euro-backed stablecoin.
Ethereum’s next major protocol update, Glamsterdam, is described as targeting more parallel transaction processing and reduced reliance on third parties in block building.

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Securitize Corp.

SECZ Q3 2026

Reported: 2026-11-11

Securitize’s shares rose 22.4% after earnings, as Q3 revenue recovered to $18.6 million, up 29% sequentially and 13% year over year, while the adjusted EBITDA loss narrowed. The quarter also showed expanding platform scale, though management acknowledged Q2 revenue had fallen short of its target.

Key takeaways

Revenue was $18.6 million, Securitize’s second-highest quarterly total; nine-month revenue reached a record $52.5 million.
Adjusted EBITDA loss narrowed to approximately $2 million, an improvement of about $3.5 million from Q2.
Average tokenized assets reached a record $5 billion; fund services had $25.2 billion in assets under administration and serviced 669 active funds.
Aggregate transaction volume was $4.3 billion, up 20% year over year.
Securitize said its newly launched Securitize Stocks platform had funded 25 U.S. equities after quarter-end; at September 30, its tokenized SECZ shares represented approximately $278 million.

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Senseonics Holdings, Inc.

SENS Q3 2026

Reported: 2026-11-11

Senseonics reported record Q3 revenue and raised full-year guidance, while the stock rose 2.3%—a roughly flat reaction. The quarter showed accelerating commercial adoption, though the transcript also places significant future growth hopes on upcoming pump integrations and the Freedom development program.

Key takeaways

Q3 revenue was $19.6 million, up about 140% year over year; U.S. revenue rose about 160% to $16.8 million, and international revenue grew about 65% to $2.8 million.
Full-year revenue guidance increased to $68 million–$70 million from $62 million–$66 million. Management said sales were running ahead of its earlier expectations.
The company reported record shipment volume and new patient starts. Active prescribers were up over 90% year over year, and approximately 9 out of 10 new insertions came from patients switching from competing sensors.
The Beta Bionics iLet integration is expected to launch in the coming weeks, with first patients possible before year-end; management sees it as an additional growth source in 2027.
Freedom entered first-in-human testing on October 26. The pivotal study is expected to start in 2027, with a potential launch targeted for 2028.

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Scholar Rock Holding Corporation

SRRK Q3 2026

Reported: 2026-11-11

Scholar Rock shares fell 6.9% after earnings, with investors likely focused on the slow path from early ISEMBYLD demand to revenue: payer access is lagging enrollment, and the company expects most patients enrolled through October to begin infusions in 2027. The launch is only in its early weeks, but the timing underscores a gap between patient interest and treatment starts.

Key takeaways

ISEMBYLD was approved in mid-September for patients with SMA aged 2 and older who are receiving an SMN2-targeted treatment; Scholar Rock began its U.S. launch immediately.
Through the end of October, patients were enrolling steadily in Scholar Rock Supports across geographies, age groups and background therapies. More than one-third of the top 140 SMA treatment centers had enrolled initial patients, with additional enrollment from other centers.
Demand is outpacing reimbursement and access. The company cited common early denials and delays, and an anticipated 60–90 days or longer from prescription to infusion; it expects most patients enrolled through October to start infusions in 2027.
In the Phase III SAPPHIRE study, the recommended dose produced a 2.2-point improvement in motor function versus SMN2-targeted therapy alone, measured by the Hammersmith Functional Motor Scale.
Scholar Rock resubmitted its European application, expecting a CHMP opinion in the first half of 2027, and submitted its Japan application under priority review. It also agreed to sell its priority review voucher for $205 million.

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TTEC Holdings, Inc.

TTEC Q3 2026

Reported: 2026-11-11

TTEC shares surged 72.0% after earnings. The quarter combined $492 million in revenue with a 9.8% Engage EBITDA margin, up from 7.4% a year earlier, and management reported progress in new-client wins and its AI-enabled offerings.

Key takeaways

Q3 revenue was $492 million; EBITDA was $51 million, or 10.5% of revenue. Free cash flow was $28 million, and net debt declined $23 million.
TTEC Engage EBITDA margin increased to 9.8% from 7.4% in the year-ago quarter.
Nearshore and offshore delivery rose to 42% of revenue year to date in 2026, versus 36% in 2025, as the company restructured underperforming programs and expanded delivery in several regions.
Management said TTEC had already surpassed year-over-year new-client signings and was on track to exceed last year’s total; it also cited growing demand for its AI language-translation platform.
Management cautioned that realizing AI’s full value will take time, citing workflow redesign, retraining, legacy-system integration, data cleanup, and unresolved questions around accuracy, governance, and compute costs.

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Take-Two Interactive Software, Inc.

TTWO Q2 2027

Reported: 2026-11-11

Take-Two shares rose 8.3% after earnings, despite second-quarter net bookings coming in slightly below guidance. Investors may be responding to the reiterated $8.0–$8.2 billion fiscal 2027 outlook and GTA VI preorders tracking “far in excess” of initial expectations.

Key takeaways

Q2 net bookings were $1.6 billion, below the company’s $1.62–$1.67 billion guidance range.
NBA 2K27 delivered the series’ second-highest launch net bookings, but fell short of Take-Two’s forecast; sales have topped 4 million units.
Management reiterated fiscal 2027 net bookings guidance of $8.0–$8.2 billion. The outlook includes GTA VI’s November 19 launch and anticipated second-half growth in NBA 2K27 recurrent consumer spending.
GTA VI preorders are tracking well above initial expectations. GTA V has sold nearly 235 million units, while GTA Online recurrent consumer spending and GTA+ average monthly members each grew at a double-digit rate.
Mobile was in line with plans, but performance was mixed: Color Block Jam bookings declined double digits from last year’s peak, while Toon Blast grew 4% and Words With Friends grew 6%.

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Ulker Biskuvi Sanayi A.S.

ULKER.IS Q3 2026

Reported: 2026-11-11

Ulker Biskuvi shares fell 6.6% after earnings, with the likely pressure point being a cautious, weaker reported picture: nine-month revenue declined 8.8% year on year on an inflation-adjusted basis, while consolidated volume growth was modest. The transcript provided does not include the full outlook discussion, so the specific role of guidance in the market reaction is unclear.

Key takeaways

Nine-month consolidated volume increased 0.6%; consolidated snacking volume rose 0.9%.
International and export snacking volume grew 4%, despite challenges in the Gulf region and Middle East.
Revenue was TRY 95.7 billion on a reported inflation-adjusted basis, down 8.8% year on year; excluding IAS 29, revenue increased 19.4%.
Net income was TRY 2.7 billion on a reported basis and TRY 4 billion excluding IAS 29. Covenant-based net debt to EBITDA was 1.45x.
New products contributed 9% of nine-month snacking revenue—10% in Turkey and 6% internationally. The company reported 34% volume share in Turkey across biscuits, chocolate and cake.

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UniCredit S.p.A.

UNCRY Q3 2026

Reported: 2026-11-11

UniCredit’s shares rose 9.9% after the bank reported a record third quarter and raised its 2026 net profit expectation to well above €11.5 billion before extraordinary charges. The positive reaction reflects accelerating revenue growth, strong profitability and capital generation, alongside a higher interim dividend.

Key takeaways

Third-quarter revenue rose 12% year over year; core revenue increased 9%, with net interest income up 8% and fees and net insurance up 11%.
Net profit reached €3.3 billion, up 24%; return on tangible equity rose 4 percentage points to 25.5%.
Costs fell 1%, bringing the cost-income ratio to 32.8%; cost of risk was 18 basis points.
Nine-month organic capital generation was €8.2 billion, and CET1 reached 15% despite €7.3 billion accrued for shareholder distributions. The interim cash dividend was raised to €4.5 billion.
Management cited Commerzbank as an additional source of potential value, with control expected upon settlement and the kickoff of Commerzbank Unlocked targeted by Q1 2027.

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Ur-Energy Inc.

URG Q3 2026

Reported: 2026-11-11

Ur-Energy shares fell 16.1% after earnings, with the transcript pointing to ongoing ramp-up constraints and delayed wastewater capacity at Lost Creek as likely concerns. The permanent wastewater facility is not expected to be operational until Q2 2027, while the company continues to work on optimizing production at both operating sites.

Key takeaways

Ur-Energy delivered 190,000 pounds of U₃O₈ under long-term contracts in Q3, generating $12.3 million in revenue; year-to-date sales increased 67.3% year over year.
Lost Creek drummed 341,058 pounds through the first nine months, up 18.2% from the prior-year period. Mine Unit 5 production is targeted to start in Q1 2027, subject to regulatory approval.
Lost Creek’s new wastewater treatment facility is on schedule for Q2 2027. The company has introduced interim wastewater-management measures and completed maintenance on plant systems since quarter-end.
Shirley Basin captured 25,330 pounds year to date, including 14,697 pounds in Q3. Additional header houses are planned from Q4 2026 through 2027 as the company continues to optimize operations.
Q3 cash cost was $40.40 per produced pound, while year-to-date cash costs declined 7.6% year over year. Finished inventory at the conversion facility was 233,378 pounds at quarter-end.

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Goodness Growth Holdings, Inc.

VREOF Q3 2026

Reported: 2026-11-11

Vireo reported Q3 revenue of $253.7 million and adjusted EBITDA of $42.7 million, alongside new quarterly outlook ranges as acquisitions expand the business. The stock fell 1.2%, a roughly flat reaction; cannabis retail growth was 4% pro forma year over year, while management cited seasonality as a factor in its Q4 outlook.

Key takeaways

Q3 GAAP revenue rose 177% year over year to $253.7 million; pro forma revenue was $277 million, including specified acquisitions as if completed July 1.
Adjusted EBITDA was approximately $42.7 million, up $17.3 million, or 68.1%, from a year earlier. Operating income improved by $13.9 million sequentially.
Pro forma cannabis retail revenue grew 4% year over year.
Q4 outlook is revenue of $250 million–$265 million and adjusted EBITDA of $45 million–$48 million, excluding pending acquisitions. Management cited an expected seasonal decline in the non-cannabis business.
The company ended the quarter with $106.8 million in cash and $293 million in long-term debt; it also announced a $60 million real estate term loan at a fixed 8.5% rate after quarter-end.

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Canopy Growth Corporation

WEED.TO Q2 2027

Reported: 2026-11-11

Canopy shares fell 6.3% after earnings, with the clearest disappointment in Storz & Bickel: revenue dropped 44% year over year to $50.1 million amid variable consumer spending and changing market trends. Cannabis growth was substantial, but the company has not yet demonstrated the promised production improvements, which it expects to build through fiscal 2028.

Key takeaways

Consolidated net revenue rose 22% year over year to $81.4 million; cannabis revenue increased 30% to $66.2 million.
International cannabis revenue grew 141% year over year and 28% sequentially to $12.3 million. Canada Medical revenue increased 18% to $25.8 million, while Canada Adult Use rose 17% to $21.8 million.
Management expects cultivation improvements at Kincardine to become noticeable exiting Q3, with the full impact in early fiscal 2028; it sees potential to increase flower production by at least 25%–30% within the existing footprint.
New EU GMP certification at Smiths Falls, alongside renewed certification at Kincardine, creates a path to offer additional product categories in Europe; management said it is working with channels and expects to provide updates in future quarters.
Storz & Bickel revenue fell 44% year over year to $50.1 million. Management expects a seasonally strong Q3 from the holiday season, but cited consumer-spending variability and evolving trends.

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Zeta Global Holdings Corp.

ZETA Q3 2026

Reported: 2026-11-11

Zeta’s shares rose 8.2% after the company reported 46% revenue growth and raised the midpoint of 2026 revenue guidance by $37 million. The quarter also showed expanding adjusted EBITDA margin and higher free cash flow.

Key takeaways

Q3 revenue was $493 million, up 46% year over year; growth was 30% excluding Marigold and political candidate revenue.
Adjusted EBITDA increased 55% to $121 million, with margin expanding 140 basis points to 24.6%.
Free cash flow rose 73% to $82 million. GAAP diluted EPS was $0.14, compared with a loss of $0.02 a year earlier; non-GAAP EPS was $0.38, up 58%.
Zeta raised the midpoint of 2026 revenue guidance by $37 million to $1.855 billion, implying 42% growth year over year.
AthenaOS remains early-stage: it is in alpha, with select-customer beta use expected this year and general availability expected in Q1 2027.

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D-Wave Quantum Inc.

Qualys, Inc.

Quantum Computing, Inc.

SharpLink Gaming Ltd. Ordinary Shares

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Scholar Rock Holding Corporation

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Take-Two Interactive Software, Inc.

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UniCredit S.p.A.

Ur-Energy Inc.

Goodness Growth Holdings, Inc.

Canopy Growth Corporation

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