8-K filings of US companies to the Securities and Exchange Commission ·
8-K filings, October 26–27, 2026: FirstEnergy reports 7.9 gigawatts of large-load demand
In Form 8-K filings, which US companies make to report material events, FirstEnergy said it plans a five-year, $36 billion grid investment and has 7.9 gigawatts of contracted large-load demand.
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
- FirstEnergy, contracted large-load demand
- 7.9 gigawattsstated in its third-quarter 2026 filing; nearly double since the beginning of the year
- FirstEnergy, planned five-year Energize365 grid investment
- $36 billioncompany plan to modernize the grid and strengthen transmission reliability
- PPG Industries, organic sales growth, third quarter of 2026
- 5%stated by the company; its seventh consecutive quarter of growth
- F5, additional share repurchase authorization
- $1.5 billionauthorized by the board; on top of $322 million remaining under the existing program
FirstEnergy and Hubbell tied their plans and results to rising power demand
FirstEnergy, in its Form 8-K (a filing a US company makes to report a material event) for the third quarter of 2026, said its contracted large-load demand has nearly doubled since the beginning of the year. It said it is negotiating for approximately 4 gigawatts of additional load. FirstEnergy said its Energize365 plan aims to modernize the grid, renew distribution infrastructure and strengthen transmission reliability. It is seeking West Virginia Public Service Commission approval for the proposed Maidsville gas facility, with a final order projected in the fourth quarter of 2026. FirstEnergy said it has reserved Siemens turbines for the site, with delivery expected in 2030.
Hubbell said its Electrical Solutions business achieved more than 20% organic growth in the third quarter of 2026, led by strong data center markets.
Several companies reported long runs of growth
- PPG Industries said its organic sales rose 5% in the third quarter of 2026, its seventh consecutive quarter of growth. PPG said its Performance Coatings segment grew organic sales by 8%.
- F5 said it has delivered nine consecutive quarters of double-digit product revenue growth, in a filing for the fourth quarter of fiscal year 2026.
- Logitech said it delivered its eleventh consecutive quarter of growth in the second quarter of fiscal year 2027. It said it launched 19 new products for the holiday quarter.
- SoFi Technologies said net interest income in its Financial Services segment grew 38% to $281.3 million in the third quarter of 2026.
Some companies returned cash to shareholders
- F5 said its board authorized an additional $1.5 billion for share repurchases, on top of $322 million remaining under the existing program.
- Logitech said it returned $406 million to shareholders through its annual dividend and share repurchases.
- Lincoln Electric said its board declared a quarterly cash dividend higher than the prior one.
Property trusts reported smaller changes
W. P. Carey said its adjusted funds from operations (AFFO), a cash earnings measure used by property trusts, rose to $1.33 per diluted share in the third quarter of 2026, up 6.4% from $1.25. It expects AFFO per-share growth to approach 6% this year. Essex Property Trust said it reached settlements totaling $36.5 million and $19.3 million to resolve its RealPage-related case and another litigation matter.
Source: 8-K filings of US companies to the Securities and Exchange Commission.