Earnings & Investor News · Week of Nov 2, 2026
Deals reshape third-quarter results: the week in earnings
Third-quarter reports were shaped by deals: acquisitions, stake sales and a take-private moved revenue, while several companies adjusted guidance.
Mergers and divestitures ran through this week's earnings. Keurig Dr Pepper's 70.6% net sales gain came largely from its JDE Peet's acquisition, and Charter's results were the first to include Cox Communications. Thomson Reuters reset its outlook after selling a 51% stake in its Global Print business to capital accounts advised by KKR. Cencora said it signed agreements to acquire American Oncology Network and to sell its Profarma stake. Utz Brands withheld guidance and skipped its conference call ahead of its pending take-private by Intersnack Group.
Guidance moves were mostly upward. Hagerty and Xenia Hotels & Resorts raised full-year 2026 outlooks, and Hecla raised the low end of its silver production guidance while also announcing reduced Keno Hill mill throughput pending permit amendments. Keurig Dr Pepper reaffirmed its guidance, and Cencora issued fiscal 2027 targets alongside a 10 percent dividend increase. Charter set a $2 billion operating expense savings target under a new operating model after a quarter that included a $6.3 billion franchise impairment charge.
Hecla Mining Co/De/
Hecla Reports Third Quarter 2026 Results
Hecla reported third quarter 2026 revenue of $395 million, income from continuing operations of $150 million, or $0.22 per share, and record free cash flow of $151 million, and raised the low end of its 2026 silver production guidance to 15.3 million ounces. The company also said it will cut Keno Hill mill throughput to about 300 tons per day in the fourth quarter, with further suppression expected from January 2027, until permit amendments are received.
Keurig Dr Pepper Inc.
Keurig Dr Pepper Reports Q3 Results and Reaffirms Guidance for 2026
Keurig Dr Pepper said Q3 net sales rose 70.6% to $7.34 billion in its first full quarter including JDE Peet's, with legacy KDP net sales up 8.6% and Adjusted diluted EPS up 22.2% to $0.66. The company reaffirmed 2026 guidance of $25.9-$26.4 billion in net sales and says it is working toward milestones for its planned separation into two companies.
Thomson Reuters
Thomson Reuters Reports Third-Quarter 2026 Results
Thomson Reuters reported third-quarter revenues up 10% to $1,833 million, while operating profit fell 22% and diluted EPS declined to $0.78, which it attributes mainly to a prior-year gain on the Elite business sale. Its updated 2026 outlook excludes Global Print, now Westbridge Print, after it sold a 51% stake to capital accounts advised by KKR for about $500 million in gross proceeds.
Charter Communications, Inc.
Charter Announces Third Quarter 2026 Results and Launches New Operating Model
Charter reported a pro forma net loss attributable to shareholders of $2.1 billion, an actual net loss of $2.4 billion driven by a $6.3 billion franchise impairment charge, and a pro forma loss of 233,000 Spectrum Internet customers in its first results including Cox Communications. The company launched a new operating model targeting $2 billion in annualized run-rate operating expense savings over 18 months, on top of more than $1 billion in anticipated Cox Transactions synergies.
Cencora, Inc.
CENCORA REPORTS FISCAL 2026 FOURTH QUARTER AND FISCAL YEAR END RESULTS
Cencora reported fiscal 2026 revenue of $337.4 billion, up 5.0 percent, with adjusted diluted EPS of $17.97, and raised its quarterly dividend 10 percent to $0.66, payable November 30, 2026. For fiscal 2027 it expects adjusted diluted EPS of $19.40 to $19.75 and revenue growth of 3% to 5%, and it will report under new segments starting in the first quarter of fiscal 2027.
Xenia Hotels & Resorts, Inc.
Xenia Hotels & Resorts Reports Third Quarter 2026 Results
Xenia Hotels & Resorts reported a narrower third quarter net loss of $2.7 million, with Adjusted EBITDAre up 26.0% to $53.2 million and Same-Property RevPAR up 12.5% to $184.75. The company raised full year 2026 guidance to Adjusted EBITDAre of $278 million to $284 million, citing third quarter and October performance above prior expectations.
Utz Brands, Inc.
Utz Brands Reports Third Quarter 2026 Results
Utz Brands said third-quarter Net Sales fell 2.3% to $369.2 million and its Net Loss widened to $32.1 million, citing inflation and a modestly weaker consumer, with Adjusted Gross Profit Margin down 530bps to 27.2%. The company did not provide 2026 guidance or hold a call because of its pending take-private by Intersnack Group, which it expects to close in the fourth quarter of 2026.
Hagerty
Hagerty Reports Third Quarter 2026 Results; Increases 2026 Growth Outlook
Hagerty reported third quarter Net Income of $36 million and Adjusted EBITDA of $97 million, up 64%, with Written Premium up 16% to $386 million and Total Revenue down 9%, which it attributes to the Markel Fronting Arrangement transition. The company raised full-year 2026 guidance to Net Income of $48 million–$60 million and Adjusted EBITDA of $305 million–$315 million.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not Company Agile reporting.