8-K filings, October 22-23, 2026: American Express says revenue grew 9 percent

These statements come from Form 8-K filings, the filing a US company makes to report a material event. Most of them carry third-quarter 2026 results.

Several companies reported growth in third-quarter 2026 results

• American Express said its adjusted earnings per share (EPS) was up 13 percent year-over-year. It said its consolidated effective tax rate fell to 18.1 percent from 24.1 percent. It said this was primarily because of discrete benefits from resolving prior-period tax items.
• Quest Diagnostics attributed 10% revenue growth and adjusted EPS growth of over 15% to strength across physician, hospital and consumer channels. It also cited productivity gains from automation and AI.
• Omnicom said its Core Operations revenue increased 7.3%. It said its Core Operations adjusted earnings before interest, taxes and amortization (EBITA) increased 21.1%, with margin rising to 18.2%.
• PulteGroup reported third-quarter earnings of $2.53 per share.

Dow and SLB reported higher profitability, with the Middle East affecting both

• Dow said its operating earnings before interest and taxes (EBIT) rose to $887 million, up $707 million year over year. It said its local prices increased 14% year over year. It said its volume declined 1%, with higher volumes in all regions except Asia Pacific, where Middle East conflict impacts were most pronounced.
• SLB said its Middle East business grew 13% sequentially, meaning compared with the previous quarter, despite late-quarter disruptions. It said its Data Center Solutions revenue increased 23% sequentially. It said its Latin America revenue was $1.75 billion.

Other companies pointed to demand and set out capital plans

• Comfort Systems USA attributed sequential backlog growth of $3.8 billion, and a year-over-year backlog increase exceeding $8.0 billion, to demand, competence, and reputation.
• Bloom Energy said year-to-date performance and customer demand support raising its 2026 outlook for the third time this year.
• Western Digital said it is raising its quarterly cash dividend by 17% to $0.175 per share.
• Newmont said it expects to invest $1.4 billion in development capital in 2026. It said it intends to maintain at least $5 billion of cash through the cycle.
• VeriSign said it grew its domain name base by 6.1% year-over-year.