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Why Did Industrial Activity Lift Sales at United Rentals (NYSE:URI), Graco (NYSE:GGG) and UniFirst (NYSE:UNF) but Not All Margins?

United Rentals (NYSE:URI), the Stamford, Connecticut equipment rental group, reported third-quarter 2026 results after the close on Wednesday, October 21, 2026. Adjusted earnings per share reached USD 15.55, against the consensus estimate of USD 14.03, while GAAP diluted earnings were USD 14.77. Rental revenue …

Vinay Lochav | 22 October 2026

Did Pricing Pay at Reliance (NYSE:RS), Kaiser Aluminum (NASDAQ:KALU), Packaging Corp. of America (NYSE:PKG) and Sonoco Products (NYSE:SON)?

Reliance (NYSE:RS), the Scottsdale, Arizona metals service centre company, reported third-quarter 2026 results at 4:05 p.m. ET on Wednesday, October 21, 2026. Non-GAAP diluted earnings were USD 8.02 per share, against the consensus estimate of USD 6.83, and GAAP diluted earnings were USD 7.84. …

Vinay Lochav | 22 October 2026

Why Did the Housing Chain Squeeze First American Financial (NYSE:FAF), Stewart Information Services (NYSE:STC) and M/I Homes (NYSE:MHO)?

First American Financial (NYSE:FAF), the Santa Ana, California title insurance and settlement services group, reported third-quarter 2026 results at 4:15 p.m. ET on Wednesday, October 21, 2026. Total revenue rose 5% to USD 2.085 billion. Adjusted earnings were USD 1.78 per share, up from …

Vinay Lochav | 22 October 2026

How Did Rates Split CME Group (NASDAQ:CME), Moody's (NYSE:MCO), SEI Investments (NASDAQ:SEIC) and Northern Trust (NASDAQ:NTRS)?

CME Group (NASDAQ:CME), the Chicago-based operator of futures and options exchanges, reported third-quarter results at 7:00 a.m. ET on Wednesday, October 21, 2026. Adjusted diluted EPS was USD 3.02, against the consensus estimate of USD 2.99 and USD 2.68 a year earlier, while GAAP …

Vinay Lochav | 22 October 2026

Why Did Margins, Not Revenue, Decide Results at Stifel Financial (NYSE:SF), Globe Life (NYSE:GL) and Ategrity (NYSE:ASIC)?

Stifel Financial (NYSE:SF), a St. Louis-based wealth management and investment banking group, reported third-quarter results at 7:00 a.m. ET on Wednesday, October 21, 2026. Non-GAAP diluted EPS was USD 1.46, its best third quarter, against the consensus estimate of USD 1.45 and the USD …

Vinay Lochav | 22 October 2026

How Did Rates Test Payouts at ARMOUR Residential REIT (NYSE:ARR), Rithm Property Trust (NYSE:RPT) and Manhattan Bridge Capital (NASDAQ:LOAN)?

ARMOUR Residential REIT (NYSE:ARR), a real estate investment trust that invests mainly in agency mortgage-backed securities (MBS), meaning mortgage bonds guaranteed by government-sponsored agencies, reported third-quarter results at 4:15 p.m. ET on Wednesday, October 21, 2026. Distributable earnings were USD 0.71 per common share, …

Vinay Lochav | 22 October 2026

Why Are Rents at EastGroup (NYSE:EGP) and First Industrial (NYSE:FR) Outrunning SL Green (NYSE:SLG) and Brandywine (NYSE:BDN)?

EastGroup Properties (NYSE:EGP), a Jackson, Mississippi based owner of industrial buildings, reported after the close at 4:05 p.m. ET on Wednesday, October 21, 2026. Net income was USD 1.46 per diluted share, against the consensus estimate of USD 1.36 and USD 1.26 a year …

Vinay Lochav | 22 October 2026

Why Is Per-Share Growth Lagging Rent Growth at Essential Properties (NYSE:EPRT), Getty Realty (NYSE:GTY) and NETSTREIT (NYSE:NTST)?

Essential Properties Realty Trust (NYSE:EPRT), a net lease real estate investment trust that buys properties from middle-market service and experience-based operators, reported at 4:05 p.m. ET on Wednesday, October 21, 2026. Net income was USD 0.27 per diluted share, against USD 0.33 a year …

Vinay Lochav | 22 October 2026

Why Is Credit Testing Specialty Lenders Live Oak Bancshares (NYSE:LOB), Pathward Financial (NASDAQ:CASH) and Triumph Financial (NYSE:TFIN)?

Live Oak Bancshares (NYSE:LOB), a Wilmington, North Carolina based bank that lends nationally to small businesses, reported at 4:15 p.m. ET on Wednesday, October 21, 2026. Net income available to common shareholders fell 30.1% on the quarter to USD 24.3 million, or USD 0.52 …

Vinay Lochav | 22 October 2026

How Do Pinnacle Financial Partners (NYSE:PNFP), SouthState Bank (NYSE:SSB) and Old National Bancorp (NASDAQ:ONB) Hold Margins After Mergers?

Pinnacle Financial Partners (NYSE:PNFP), a commercial bank operating across the southeastern United States, reported third-quarter results on Wednesday, October 21, 2026. Its merger with Synovus closed on Thursday, January 1, 2026. Adjusted diluted earnings were USD 2.69 per share, against the consensus estimate of …

Vinay Lochav | 22 October 2026
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