Key Highlights

  • TrueBlue, Inc. (NYSE:TBI) was quoted 32.63% higher at USD 13.05 in premarket trading on November 5, 2026, after third quarter Revenue rose 21% to USD 520.7 million.
  • Arq, Inc. (NASDAQ:ARQ) swung to Net Income of USD 2.5 million and lifted the low end of its 2026 adjusted EBITDA guidance to USD 19 million.
  • ADMA Biologics (NASDAQ:ADMA) now guides to at least USD 180 million of adjusted net income after ASCENIV revenue rose 30.7% to USD 124.7 million.
  • Sunrun (NASDAQ:RUN) reported revenue up 52% to USD 1,099.5 million while narrowing its guidance. Vertex (NASDAQ:VERX) lifted its 2026 revenue outlook despite a net loss of USD 46.6 million.

TrueBlue, Inc. (NYSE:TBI): Staffing Rebound Lifts Profit

TrueBlue, Inc. (NYSE:TBI) reported third quarter 2026 results on November 4, 2026 for the 13 weeks ended September 27, 2026, and the stock was quoted 32.63% higher at USD 13.05 in premarket trading on November 5, 2026, per the premarket quote. Revenue was USD 520.7 million, up 21% from USD 431.3 million, with PeopleReady, the on-demand skilled trades unit, at USD 338.0 million against USD 251.4 million. GAAP net income was USD 9.2 million against a net loss of USD 1.9 million, and adjusted Diluted Earnings per Share were USD 0.33 against USD 0.03. President and Chief Executive Taryn Owen said the company exceeded expectations for both revenue and profitability. Adjusted EBITDA nearly doubled to USD 20.7 million. Operating Leverage explains the swing: adjusted overhead was 16.7% of revenue against 20.5% a year earlier. Long-term Debt rose to USD 102.3 million from USD 65.8 million at year-end 2025, and Working Capital absorbed USD 35 million during the quarter as growth consumed cash. Staffing Demand is cyclical, and the Q4 outlook sits in the presentation filed with the 8-K, which was not reviewed here.

Arq, Inc. (NASDAQ:ARQ): First Quarterly Profit and a Higher Floor

Arq, Inc. (NASDAQ:ARQ) released third quarter 2026 results on November 4, 2026, and the shares were quoted 25.45% higher at USD 2.32 in premarket trading on November 5, 2026, per the premarket quote. Revenue was USD 38.2 million against USD 35.1 million, mostly on higher volumes, and gross Margin widened to 39.7% from 28.8%. Net income was USD 2.5 million, or USD 0.06 per diluted share, against a net loss of USD 0.9 million as adjusted, with 2025 comparatives restated for a change in how planned major maintenance is accounted for. Adjusted EBITDA climbed 71% to USD 8.8 million, a tenth consecutive positive quarter. Chief Executive Bob Rasmus credited the foundational powdered activated carbon business. The company narrowed 2026 adjusted EBITDA guidance to USD 19 million to USD 20 million, lifting the low end from USD 17 million, and kept revenue guidance at USD 120 million to USD 125 million. Total debt was USD 28.2 million. Orders tied to PFAS removal are feasible in 2027 at the earliest, no new contracts were announced and no deal on the Corbin Facility has emerged, so a quoted jump in a smaller company can reverse.

ADMA Biologics (NASDAQ:ADMA): ASCENIV Mix Shift Raises the Outlook

ADMA Biologics (NASDAQ:ADMA) reported third-quarter 2026 results on November 4, 2026, and the shares were quoted 23.09% higher at USD 12.90 in premarket trading on November 5, 2026, per the premarket quote. Total revenue was USD 141.1 million, up 5.1%, but ASCENIV, its immunoglobulin for primary humoral immunodeficiency, rose 30.7% to USD 124.7 million while BIVIGAM fell 35.2% to USD 15.4 million. Because ASCENIV carries higher margins, gross margin reached 71% against 56%, and GAAP net income climbed to USD 49.9 million, or USD 0.22 per diluted share, from USD 36.4 million. Adjusted EBITDA was USD 77.3 million. Full-year guidance now calls for at least USD 530 million of revenue, at least USD 180 million of adjusted net income and at least USD 275 million of adjusted EBITDA, with the raise applying to adjusted earnings guidance. The company repurchased 16.5 million shares year to date and carries long-term debt of USD 191.6 million. The steep BIVIGAM decline weighs on the top line, and a premarket jump can fade once regular trading opens.

Sunrun (NASDAQ:RUN): Revenue Surge, Narrower Guidance

Sunrun (NASDAQ:RUN) reported third quarter 2026 results on November 4, 2026, and the shares were quoted 14.56% higher at USD 10.07 in premarket trading on November 5, 2026, per the premarket quote. Revenue was USD 1,099.5 million, up 52% from USD 724.6 million, and Operating Cash Flow was USD 301.4 million. Subscribers reached 1,057,695, up 9%, though subscriber additions of 22,957 were down 24%, and the storage attachment rate rose to 75% from 70%. Chief Executive Mary Powell said the direct Business has returned to growth. The company now guides to cash generation of about USD 200 million, previously USD 200 million to USD 375 million, and aggregate subscriber value of about USD 4.6 billion, previously USD 4.6 billion to USD 4.9 billion. Removing the top of both ranges signals the upper scenarios are no longer expected. Sunrun funds the system, customers pay a monthly fee and revenue is recognized over time, so financing costs, tax Credit rules and installer demand are sensitivities. Nine-month consolidated net loss was USD 418.5 million, so profitability remains uneven.

Vertex (NASDAQ:VERX): Raised Outlook Against a Net Loss

Vertex (NASDAQ:VERX) released third-quarter 2026 results on November 4, 2026, and the shares were quoted 13.19% higher at USD 18.02 in premarket trading on November 5, 2026, per the premarket quote. Revenue was USD 213.3 million, up 11.0%, annual Recurring Revenue was USD 724.3 million, up 11.7%, and adjusted EBITDA was USD 64.8 million, a 30.4% margin. The reported Bottom Line was a net loss of USD 46.6 million against net income of USD 4.0 million, and the cause was not verified. Full-year revenue is guided to USD 828.9 million to USD 830.9 million and adjusted EBITDA to USD 217.9 million to USD 219.9 million, with fourth quarter revenue of USD 215.0 million to USD 217.0 million. Net revenue retention was 106% against 107% a year earlier, so existing customers are expanding spending only modestly. Tax compliance software is embedded in enterprise finance systems, which makes recurring revenue predictable. The company repurchased USD 73.7 million of shares over nine months. Competition from larger vendors and software valuation sensitivity are risks, and the premarket gain can narrow.

Where Things Stand

The strongest earnings winners here are those pairing growth with profit, though each carries a caveat the premarket quote hides. TrueBlue, Inc. (NYSE:TBI) combines a 21% revenue rise with a swing to GAAP profit and higher debt. Arq, Inc. (NASDAQ:ARQ) turned profitable with no new PFAS contracts yet. ADMA Biologics (NASDAQ:ADMA) raised adjusted earnings guidance on a mix shift that leaves BIVIGAM shrinking. Sunrun (NASDAQ:RUN) grew revenue 52% but trimmed the top of its guidance. Vertex (NASDAQ:VERX) lifted its outlook despite a net loss. Quoted premarket moves are not closes and can reverse.