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SEC 8-K·8-K filings of US companies to the Securities and Exchange Commission·

8-K filings, October 20–21, 2026: Elevance, Wabtec and Northern Trust report growth

In Form 8-K filings (reports of material events) for the third quarter of 2026, Elevance Health said its Health Benefits revenue rose 3 percent to $43.4 billion. Wabtec said its sales increased 8.1%.

An update from FactIQ, written from company statements in 8-K filings of US companies to the Securities and Exchange Commission. What is FactIQ?

Key figures

Elevance Health, Health Benefits revenue, third quarter of 2026
$43.4 billionstated by the company; up $1.1 billion, or 3 percent
Wabtec, sales growth, third quarter of 2026
8.1%stated by the company; driven by higher Freight and Transit sales, including acquisitions
Northern Trust, revenue growth excluding notable items, third quarter of 2026, year on year
11%stated by the company
Moody's, annual recurring revenue, third quarter of 2026
$3.7 billionstated by the company; up 8% year over year

A health insurer and a rail equipment maker said revenue, sales and cash flow rose

These results come from Form 8-K filings, the reports a US company files with the Securities and Exchange Commission (SEC) on a material event. All results are for the third quarter of 2026.

  • Elevance Health said its Health Benefits revenue rose by $1.1 billion. It said its benefit expense ratio improved to 90.6 percent, a 70-basis-point improvement. A basis point is one hundredth of a percentage point. It said its Carelon operating gain reached $0.9 billion, up 17 percent year over year. It said it generated $1.3 billion in quarterly operating cash flow.
  • Westinghouse Air Brake Technologies (Wabtec) said its adjusted earnings per share (EPS) increased 22%. It said its Digital sales increased 24.2%, driven by the Frauscher acquisition and strong core digital demand. It said its Transit sales increased 11.3%, driven by the Dellner acquisition and higher sales. It said it generated $455 million in cash from operations, up from $367 million in the year-ago period.

Financial companies said revenue and recurring income grew

  • Northern Trust said its revenues grew 11% year over year excluding notable items. It said it returned more than $1.5 billion to common shareholders year to date.
  • Moody's said its Investment Grade revenue grew 18% year over year. It linked this partly to technology-sector issuance associated with AI financing. It said its annual recurring revenue (ARR) increased 8% year over year to $3.7 billion. It said its Moody's Investors Service revenue was $1.1 billion, down 1% year over year.
  • Stifel said its net revenues were $1.43 billion, its second-best third quarter. It said it had record third-quarter earnings per share (EPS) of $1.46, up 12% year over year.

Other companies reported higher costs, buybacks and backlog

  • United Airlines said its fuel expense increased $1.8 billion year over year. It said its contracted business revenue increased 26% year over year.
  • Teledyne said it made $224.6 million of opportunistic stock repurchases. It said its funded backlog is nearly $5.3 billion.
  • Mueller Industries said it delivered earnings growth for the ninth consecutive quarter.

Source: 8-K filings of US companies to the Securities and Exchange Commission. See which companies FactIQ covers.

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