Weekly digest, Oct 19 to Oct 25, 2026: 150 new earnings analyses

This week: 150 new earnings analyses and 5 market briefs were published from Oct 19 to Oct 25, 2026. Everything below is taken from those pieces; nothing here is new reporting.

New earnings analyses

Biggest swings in revenue

Year-over-year revenue change as reported in each analysis, among this week's reports.

Fastest growth

• DNTH Q2 2026: revenue +294.3%
• OMC Q3 2026: revenue +59.1%
• WDC Q1 2027: revenue +55.5%

Slowest growth or decline

• EONR Q1 2026: revenue -78.5%
• DOMH Q2 2026: revenue -56.9%
• TFC Q3 2026: revenue -27.8%

What the analyses found

• ORC Q3 2026 (Revenue $164M (+51.4%) · EPS -$0.90): Orchid Island Capital lost $0.90 a share in Q3 2026 as a jump in rates cut book value per share 17% to $6.02, even though net interest income more than doubled to $59.1M.
• SIGI Q3 2026 (Premiums written $1.1B (-7.0%) · Combined ratio 96.8% · EPS $2.11 (+14.1%)): Selective Insurance’s Q3 2026 combined ratio improved to 96.8% from 98.6% and EPS rose 14% to $2.11, mostly because last year’s $40M reserve charge didn’t recur, while net premiums written fell 7% as it sheds weaker business.
• QS Q3 2026 (Revenue $0K · EPS -$0.14): QuantumScape had no revenue and narrowed its Q3 2026 net loss 20% to $84.5M, mostly through lower non-cash charges; it held $819.8M in cash and investments, and PowerCo paused milestone payments while the two renegotiate.
• IART Q3 2026 (Revenue $411M (+2.3%) · EPS $0.19): Integra's Q3 2026 revenue rose 2.3% to $411.2M despite a ~$7M hit from a flooded Cincinnati plant; GAAP EPS of $0.19 (vs. -$0.07) leaned on one-off other income, while cash flow from operations more than doubled to $96.0M.
• KRC Q3 2026 (Revenue $272M (-2.9%) · EPS $0.13 (-90.1%)): Kilroy Realty's Q3 2026 FFO fell 19.9% to $104.6M as asset sales cut rent and its 7%-occupied Oyster Point campus stopped capitalizing interest; EPS fell to $0.13 from $1.31, mostly on a $110.5M prior-year sale gain.
• HTH Q3 2026 (Net interest income $122M (+8.9%) · NIM 3.33% · EPS $0.44 (-40.5%)): Hilltop Holdings earned $0.44 a share in Q3 2026, down from $0.74, as a widening bank margin (3.33%) was outweighed by a slump in broker-dealer housing revenue, a $10.2M credit-loss provision and bigger mortgage losses.
• HCSG Q3 2026 (Revenue $480M (+3.3%) · EPS $0.36 (-39.0%)): Healthcare Services Group's Q3 2026 revenue rose 3.3% to $479.6M; net income fell 42% to $24.9M only because last year held a $34.2M tax-credit windfall, while both segments widened margins and Q4 revenue is guided to $535–545M after the NEXDINE deal.
• FPH Q3 2026 (Revenue $15M (+8.4%) · EPS -$0.04 (-114.3%)): Five Point swung to a .6M Q3 loss as the Great Park Venture closed no land sales (vs 73M a year ago), while Hearthstone fees lifted revenue 8.4% and management warned some Q4 land sales may be deferred.
• BMI Q3 2026 (Revenue $236M (+0.1%) · EPS $1.24 (+4.2%)): Badger Meter's Q3 2026 sales were flat at $235.9M (down ~2% excluding the UDlive acquisition), but a richer software mix lifted gross margin to 41.9% and buybacks helped diluted EPS rise 4.2% to $1.24.
• BCPC Q3 2026 (Revenue $291M (+8.6%) · EPS $1.46 (+17.7%)): Balchem's Q3 2026 sales rose 8.6% to $290.7M and EPS 17.7% to $1.46, as Human Nutrition sold 12.7% more at 4.4% lower prices; a one-off legal gain flattered margins and inventory is up 35% since December.
• RNG Q3 2026 (Revenue $676M (+5.9%) · EPS $6.50 (+3321.1%)): RingCentral grew Q3 2026 revenue 5.9% to $676.0M and lifted GAAP operating margin to 8.0%; its $6.50 EPS is mostly a one-off $544.9M tax gain ($0.28 without it), while free cash flow rose 21% and full-year guidance was raised.
• BAH Q3 2026 (Revenue $2.8B (-3.9%) · EPS $1.50 (+5.6%)): Booz Allen's revenue fell 3.9% to $2.78B in fiscal Q2 2027 (Jul-Sep 2026) as civil revenue dropped 15%; EPS rose 5.6% to $1.50 only because the tax rate fell to 9%, while adjusted EPS guidance was raised to $6.50-$6.70.

Plus 138 more on the latest reports page.

Market briefs this week

• Treasury yields dive; Amex, Bloom Energy results – Market Brief, Oct 23, 2026: Treasury yields posted their biggest drop since 2023 as tech slid, while American Express and Balchem filed results and Bloom Energy beat estimates.
• P&G, Comcast report; Barclays cuts 5,000 jobs – Market Brief, Oct 22, 2026: Procter & Gamble, Comcast, Blackstone and American Airlines filed quarterly results, while Barclays said it is cutting 5,000 jobs as it leans on AI.
• AT&T fiber gains; Thermo Fisher, Elevance file – Market Brief, Oct 21, 2026: AT&T reported third-quarter results with growth in fiber internet customers, while Thermo Fisher, Elevance Health, CME Group and Chubb filed earnings.
• GM, RTX, 3M report; AI data-center doubts grow – Market Brief, Oct 20, 2026: General Motors, RTX, 3M, Halliburton and Synchrony filed quarterly results, while AI data-center listings stalled and the SEC set a November data roundtable.
• Fifth Third, Jefferies file; JPMorgan defense push – Market Brief, Oct 19, 2026: Fifth Third posts quarterly results in an 8-K, Jefferies files a Regulation FD disclosure, and JPMorgan details $5 billion of defense investments.

Assembled automatically each week from this site's own published analyses and briefs. Figures are as stated in each linked report. For information only; not investment advice.