Most material SEC filings — October 22, 2026

Cognition Therapeutics announced FDA agreement on key Phase 3 trial parameters for zervimesine (CT1812) in dementia with Lewy bodies (DLB): 100 mg once-daily oral dosing for 9 months in mild-to-moderate DLB patients, randomized to drug or placebo. Primary endpoint is neuropsychiatric inventory measuring hallucinations/delusions; secondary is ADCS-ADL functional scale. DLB has no approved treatments; ~1.4M Americans affected. Zervimesine showed disease-progression slowing in Phase 2 SHIMMER trial.

Diamond Green Diesel (50/50 Darling–Valero JV) reported Q3 2026 operating income of ~$350M (9M: $1.3B) on 314.9M gallons sold (9M: 936.1M). DGD Adjusted EBITDA per gallon was $1.30 Q3 and $1.59 nine months. Darling's 50% share of DGD Adjusted EBITDA (after discount/fees) was $204.2M Q3 and $744.6M nine months. Company raised FY26 Combined Adjusted EBITDA guidance to $2.2–$2.3B, citing strong fundamentals and timing benefits expected in Q4.

Fractyl Health announced a 45% workforce reduction (effective November 2026) and discontinuation of internal Rejuva gene therapy development, pivoting entirely to Revita, its lead obesity therapeutic. The company expects quarterly cash burn to drop ~50% to ~$8M by end of Q2 2027, extending runway from current levels into Q2 2027. Co-founder Jay Caplan (President, Chief Product Officer) is retiring October 30, 2026. These moves follow positive REMAIN-1 six-month pivotal results (p=0.0023 on weight regain endpoint) and aim to fund planned FDA De Novo submission (late Q4 2026) and 12-month pivotal data (Q1 2027).

Gentherm completed its combination with Modine Performance Technologies on October 1, 2026. Q3 2026 revenue was $405.1M (+4.4% ex-FX YoY); the company raised full-year 2026 product revenue guidance from $1.55–$1.65B to $1.825–$1.925B and Adjusted EBITDA from $185–$200M to $210–$230M. The company repurchased $60M of common stock post-closing and returned $63.5M to shareholders via special dividend on October 7.

Allegion reported Q3 2026 net revenues of $1,172.6M (up 9.6% reported, 7.2% organic) and adjusted EPS of $2.60 (up 13.0% YoY). The company raised full-year 2026 adjusted EPS guidance to $9.05–$9.10 (from prior range) and organic revenue growth outlook to 5.0–6.0%. Key drivers: Americas non-residential segment strength (low-double-digit organic growth), favorable pricing and volume, and a $19.9M IEEPA tariff refund benefit in Q3.

Quest Diagnostics reported Q3 2026 revenues of $3.10B (+10.0% YoY) and adjusted diluted EPS of $3.00 (+15.4% YoY), driven by strong organic requisition volume growth of 14.4%. The company raised full-year 2026 guidance: revenues to $12.065–$12.105B (prior $11.95–$12.05B) and adjusted diluted EPS to $11.25–$11.35 (prior $11.05–$11.25). Operating income margin expanded 40 bps on an adjusted basis. Notable developments include a definitive agreement to acquire select outreach lab assets in the Northeast, expansion of its Alzheimer's detection test panel, and a partnership enabling iPhone/iPad users to purchase Quest lab test panels via Apple Health.

Ryder reported Q3 2026 GAAP EPS of $4.16 (up 25% from $3.33 in Q3 2025) and comparable EPS of $4.33 (up 21% from $3.57). Total revenue reached $3.4 billion (up 8% YoY). The company raised full-year 2026 comparable EPS guidance to $14.85–$15.05 (from prior guidance implicitly lower) and ROE (non-GAAP) to 18%–19%. All three business segments contributed: FMS EBT rose 21% to $177M, SCS EBT grew 7% to $91M, DTS EBT declined 5% to $34M. Free cash flow for nine months was $992M vs. $496M prior year, driven by $1.985B operating cash flow and lower capex. Debt-to-equity improved to 242% from 250% year-end.

Valley National Bancorp reported Q3 2026 net income of $206.3 million ($0.36 diluted EPS), up from $170.9M in Q2 2026. The company announced two acquisitions: Providence Financial Corporation ($1.6B assets, South Holland Illinois) expected to close early 2027, and Bluevine Inc. (digital small business platform, Jersey City NJ) also expected early 2027. Net interest margin expanded 8 basis points to 3.28%, loans grew $722.7M to $53.2B, and deposits increased $1.1B to $55.2B.

Sagimet raised $115M in Series A Common Stock (September 2026) and holds $257.6M cash as of 6/30/2026, funding operations through mid-2029. Denifanstat met all primary and secondary endpoints in China Phase 3 acne trial (ASC40-303: 480 patients, 33.2% treatment success vs. 14.6% placebo, p=0.0001); NDA accepted by China NMPA in December 2025. Lead asset AURORA Phase 3 (US, 800 patients including 450 ages 12-17) dosed first patient in October 2026; topline results expected 2H 2027. Follow-on FASN inhibitor TVB-3567 initiated Phase 1 FIH in June 2025; Phase 2 planned before end of 2026. MASH development paused pending non-dilutive funding.