8-K filings, November 4, 2026: McKesson, CVS and Uber report higher adjusted earnings

A Form 8-K is the filing a US company makes to report a material event. Most of the 12 filings made on November 4, 2026 carried results press releases.

Two health care companies reported higher earnings and extended their partnership

• McKesson said its adjusted diluted earnings per share (EPS) for the second quarter of fiscal year 2027 rose 18% to $11.68 from $9.86. It linked the rise to operational growth across three segments and a lower share count.
• McKesson said it extended its pharmaceutical distribution partnership with CVS Health through June 2032.
• CVS Health said its third-quarter 2026 total revenue increased 5.4%. It also said its medical benefit ratio (MBR) decreased to 91.3% from 92.8%. The MBR is the share of premiums spent on medical care.
• CVS Health reported operating income of $3.6 billion versus a prior-year operating loss of $3.2 billion. It said the prior year included a $5.7 billion goodwill impairment.

Uber and Qualcomm reported fast growth in key businesses

• Uber said its third-quarter 2026 trips grew 16% year over year to 4.1 billion. It reported its fifth consecutive quarter of 20%+ Gross Bookings growth.
• Uber said its adjusted (non-GAAP, meaning not under US generally accepted accounting principles) operating income margin reached a record 3.9% of Gross Bookings.
• Uber said it expects approximately 700 fully driverless vehicles on its platform by year-end and over 2,000 in 2027.
• Qualcomm said its automotive business achieved its first $2 billion revenue quarter in the fourth quarter of 2026, growing 89% year over year.

Industrial companies reported higher sales, orders and earnings

• Motorola Solutions said third-quarter 2026 sales rose 12% to $3.4 billion. It said its backlog reached a record $16.6 billion, up 14%.
• W.W. Grainger said its third-quarter 2026 adjusted diluted EPS was $12.54, up 22.8% year over year.
• Emerson said its fourth-quarter 2026 underlying orders increased 14%.

Other companies announced buybacks or described pressures

• AppLovin said it increased its share repurchase authorization by $3.2 billion, to a total of $3.6 billion. Motorola Solutions said it increased its authorization by $2 billion.
• McDonald's said its U.S. comparable sales declined slightly in the third quarter of 2026.
• MercadoLibre said its operating income declined as free shipping, new fulfillment capacity and higher affiliate marketing spend pressured margins.
• Allstate said its Property-Liability combined ratio, which compares claims and expenses with premiums, rose 6.5 points to 86.6, mainly due to higher catastrophe losses.