Net Lease Office Properties reports Q3 results (NLOP:NYSE)

StandardAero reported Q3 2026 earnings with 30% year-over-year adjusted EPS growth, 15% adjusted EBITDA growth, and a 130 basis points adjusted EBITDA margin expansion to 14.4%. Revenue grew across commercial aerospace, business aviation, and military & helicopter sectors. The company highlighted strong demand visibility and strategic investments driving long-term growth.

Paylocity (PCTY) reported Q1 2027 recurring revenue of $424.5M, up 12% YoY, and total revenue of $451.7M, up 11%. The company launched Recruiting Optimizer, an AI-driven tool that improved recruiting productivity by 35% and filled roles 25% faster. Paylocity raised fiscal 2027 guidance and repurchased 1.1M shares at $139 each. The company highlighted strong client adoption of its AI platform and received industry recognitions.

American Healthcare REIT (AHR) reported Q3 2026 earnings with same-store NOI growth of 13.8%, raising full-year NFFO per diluted share growth guidance to over 30%. The company completed $2.1B in investments and has a $1B pipeline, while maintaining a net debt to EBITDA ratio of 1.9x. AHR emphasized its strategy of organic growth, accretive investments, and balance sheet management.

Magnolia Oil & Gas (MGY) reported Q3 earnings, targeting 65% of 2027 drilling in Austin Chalk. Net debt reduced to $1.9B, below 1x 2027 EBITDAX. Repurchased $60M in shares, increased authorization by 15M shares. Q4 production forecasted at 159K-161K BOE/d. 2027 budget set at $900M-$950M, with 4-5% growth expected. Sold non-core assets for $47.5M.

USANA Health Sciences (USNA) reported Q3 earnings, noting 18% subscriber growth for Hiya and raising its net sales outlook to $130M. The company plans adjustments to its incentive plan and new product launches in 2027. Rise Wellness outlook was lowered due to missed club orders. USANA generated $45M in cash from operations, up from $26M last year, with $179M in cash and no debt.

Reformation (REF) reported Q3 revenue growth of 20.9% to $173.6M, with international and U.S. revenues rising 24.7% and 17.7% respectively. Gross margin expanded 250 bps to 60.4%, driven by lower tariffs and higher retail prices. Operating expenses increased 31.3% to $97.5M, including IPO-related costs. Inventory rose 36% to $83.8M. The company opened seven stores, bringing the total to 77, and plans to double its store count in five years.