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Earnings

New Mountain Finance (NASDAQ:NMFC): What's Behind Its Q3 Net Asset Value Slide to $10.67 and Lower Investment Income

The company is a closed-endBusiness Development Companymanaged by an affiliate of New Mountain Capital, investing in theDebtandEquityof middle-market companies. Management attributed the lower interest income to a smaller invested asset base after it sold about $468 million of assets on Mar 10, 2026, at …

Vinay Lochav | 03 November 2026

AI Data Center Revenue Surge and $600 Million Ferric Deal Headline ON Semiconductor (NASDAQ:ON) Third-Quarter Report

The company makes power and sensing semiconductors for automotive, industrial and data center customers. It now reports AI data center as a separate end market. That market produced $180 million, up 39% sequentially and 175% from a year ago.

Vinay Lochav | 03 November 2026

Why Did ONE Gas (NYSE:OGS) Raise Its 2026 Guidance After a 17% Jump in Adjusted Quarterly Profit?

The company is a fully regulatedNatural GasUtilityserving more than 2.3 million customers in Kansas, Oklahoma and Texas through Kansas Gas Service, Oklahoma Natural Gas and Texas Gas Service. Total revenues were $391.3 million, up 3.2% (calculated) from $379.1 million.

Vinay Lochav | 03 November 2026

Palantir (NASDAQ:PLTR): What's Behind a 96% Revenue Surge and a Higher 2026 Outlook in Q3

U.S. revenue climbed 119% to $1.937 billion, about 84% of the total. Within that, U.S. commercial revenue grew 148% to $984 million, up 29% sequentially, while U.S. government revenue grew 96% to $953 million, so commercial moved ahead of government for the first time.

Vinay Lochav | 03 November 2026

Paymentus (NYSE:PAY) Posts Record Third Quarter Revenue and Margin Despite Guiding to Slower Fourth Quarter Growth

Gross profit increased 25.4% to $93.8 million, and adjustedGross Profitrose 23.1% to $99.8 million. Contribution profit grew 20.6% to $118.5 million, at $0.54 per transaction, roughly flat from a year ago. Contribution margin was 31.8%, versus 31.6%.

Vinay Lochav | 03 November 2026

People Inc (NASDAQ:PPLI) Reports a Wide Third-Quarter Loss, but the Culprit Sits Outside the Publishing Business

The company owns 66.8 million shares, about 26.6% of a casino and resorts operator, and marks the stake to market each period. That produced an unrealized loss of $1.12 billion in the quarter, partly cushioned by an income tax benefit of $278.4 million and …

Vinay Lochav | 03 November 2026

Pershing Square (NYSE:PS) Reports Third Quarter Net Loss of $19.9 Million as Fee-Related Earnings Rise 13%

Pershing Square is an alternative asset manager that runs pools of permanentCapitalin long-term, high-return investment strategies. It went public with an offering whose prospectus was filed on Apr 30, 2026.

Vinay Lochav | 03 November 2026

Public Service Enterprise Group (NYSE:PEG) Net Income Falls to $0.76 a Share From $1.24 as Operating EPS Edges Up to $1.15

Non-GAAP operating earnings were $1.15 per share, up from $1.13. The gap came largely from non-tradingCommoditymark-to-market activity, which cost $180 million after tax versus a $15 million gain in 2025. Nine-month net income was $2.91 per share against $3.59, with operating earnings of $3.56 …

Vinay Lochav | 03 November 2026

Realty Income (NYSE:O) Raises 2026 AFFO Guidance After Third-Quarter AFFO Per Share Climbs 3.7%

Revenue grew to $1,621.6 million from $1,470.6 million, a rise of about 10.3% (calculated).Funds From Operations (FFO)were $1.10 per share against $1.07, and normalized FFO was $1.10 per share against $1.09.

Vinay Lochav | 03 November 2026

Recursion Pharmaceuticals (NASDAQ:RXRX) Revenue Jumps on Sanofi Milestone Despite a $119 Million Third Quarter Loss

Recursion is a clinical-stage company that combines artificial intelligence, automation and biological data to discover and develop medicines. It earns revenue from collaborations with large drugmakers while advancing its own oncology and rare disease candidates.

Vinay Lochav | 03 November 2026
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