Tech & Software · Week of Nov 2, 2026
Q3 earnings bring guidance raises and one-time charges
Third-quarter 2026 earnings dominated the week, with several companies raising guidance, buying back stock or booking one-time charges.
The week's releases were almost entirely third-quarter 2026 earnings reports for the period ended September 30, 2026. Waters Corporation and Unisys both raised full-year 2026 guidance, and Nova issued fourth-quarter revenue guidance of $305 million to $315 million after what it called record quarterly revenue. Wayfair reported a return to net income, while Hut 8 posted net income of $189.5 million driven largely by gains on digital assets.
One-time items shaped several bottom lines. Unisys recorded a $151 million non-cash pension settlement loss, Zillow Group took a $165 million class action settlement charge, Waters cited acquisition-related charges for lower GAAP EPS, and TEN Holdings wrote off $1.8 million of capitalized service contracts. Capital return and financing also featured: Hut 8 raised its repurchase authorization to $1.0 billion, and Blue Owl Technology Finance Corp. repurchased $55 million of stock and raised $900 million of new debt.
Waters Corporation
Waters Corporation (NYSE: WAT) Reports Third Quarter 2026 Financial Results
Waters Corporation reported third quarter 2026 revenue of $1.767 billion and adjusted EPS of $4.10, raised full-year guidance to $6.479 billion to $6.497 billion in revenue, and announced it has acquired MOBILion Systems, Inc. Organic revenue grew 9% as reported, while GAAP diluted EPS fell to $0.82 from $2.50, which the company attributes to acquisition-related and restructuring costs.
Unisys Corporation
Unisys Announces 3Q26 Results
Unisys reported third-quarter 2026 revenue of $471.5 million, up 2.5%, and a net loss of $201.0 million that included a $151 million non-cash pension settlement loss, net of tax. The company raised its 2026 constant currency revenue growth guidance to (3.0)% to (1.5)%, reaffirmed its 9.0% to 11.0% non-GAAP operating margin guidance, and reported New Business TCV of $221 million, up 78%.
Wayfair Inc.
Wayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth
Wayfair reported third-quarter 2026 total net revenue of $3.4 billion, up 9.7%, and net income of $62 million versus a $99 million net loss a year earlier. The company says U.S. revenue grew 11.4% against what it describes as a roughly flat category, while international net revenue fell 2.3% and that segment posted negative Adjusted EBITDA of $25 million.
Hut 8 Corp.
Hut 8 Reports Third Quarter 2026 Results
Hut 8 reported third quarter 2026 revenue of $71.1 million and net income of $189.5 million, including $413.8 million of primarily unrealized gains on digital assets, and closed a $1.07 billion revolving credit facility. The company signed a second 352 MW IT lease at Beacon Point that it says brings expected base-term contract value across its AI data center portfolio to approximately $26.6 billion, and its board raised the repurchase authorization to $1.0 billion.
Zillow Group, Inc.
Zillow Group Reports Third-Quarter 2026 Financial Results
Zillow Group reported third-quarter 2026 revenue of $724 million, up 7%, and a net loss of $158 million that included a $165 million Zillow Offers securities class action settlement. Rentals revenue rose 26% and Mortgages revenue rose 32%, while Residential revenue fell 4%, which the company attributes to higher-than-expected mortgage rates.
Blue Owl Technology Finance Corp.
Blue Owl Technology Finance Corp. Announces September 30, 2026 Financial Results
Blue Owl Technology Finance Corp. reported third-quarter GAAP net investment income of $0.29 per share and net asset value per share of $16.62, and declared a fourth quarter 2026 base dividend of $0.35 per share. Investments on non-accrual rose to 1.8% at cost and 1.1% at fair value, from 0.6% and 0.1% as of June 30, 2026.
Nova
Nova Reports Record Third Quarter 2026 Financial Results
Nova reported record third quarter 2026 revenue of $287.8 million, up 28% year over year, and GAAP net income of $90.0 million, with record revenue from Advanced Packaging solutions and memory devices. The semiconductor metrology supplier guided fourth-quarter 2026 revenue of $305 million to $315 million and diluted GAAP EPS of $2.78 to $2.93.
TEN Holdings, Inc.
TEN Holdings Reports Third Quarter 2026 Financial Results
TEN Holdings reported third-quarter 2026 revenue of $640,000, up 17.9%, and a net loss of $3,734,000, with SG&A driven up by a $1.8 million write-off and about $0.5 million in litigation-related legal expenses. Cash fell to $3.5 million from $5.8 million at June 30, 2026, and the company named Ian M. Lawson Interim Chief Financial Officer and filed a Form S-3 for a $100 million universal shelf.
This roundup is written with AI assistance from the press releases listed above, using only what they state. The releases are the companies' own announcements, not AI Book Site reporting.