Two restatements, two guidance cuts, and a raise that came with a correction

A record quarter, restated

Aaon filed an 8-K disclosing record third-quarter 2026 results and a material weakness in its internal control over financial reporting. The company reported net sales of 707.4 million dollars, an 84.1% increase year over year, operating income of 100.0 million dollars, up 129.3%, and GAAP diluted earnings per share of 0.83 dollars, up 124.3%. At the same time it restated its first and second quarter 2026 financial statements, increasing net sales by 10.7 million dollars and diluted earnings per share by 0.09 dollars. Management raised the full-year 2026 net sales growth outlook to 72% to 75%, citing strong demand and operational execution. m:…4569

The growth inside the quarter was concentrated. BASX-branded sales grew 218.3% to a record 397.2 million dollars, while Aaon-branded sales increased 19.6% to 310.2 million dollars. Total backlog increased 40.5% year over year to 1.9 billion dollars, and the company says it expects order strength to continue in the fourth quarter and into 2027. The filing pairs that confidence with remediation work on the control weakness it identified during the third quarter, so the raise and the repair are travelling together. m:…4569

Three years of accounts, reopened

Goosehead Insurance filed an 8-K disclosing preliminary third-quarter 2026 results and a material restatement of prior-period financial statements. The company reported preliminary total revenue growth of approximately 17%, core revenue of 94.7 million dollars, total written premiums of 1.31 billion dollars, up 11% year over year, and policies in force of approximately 2.1 million, up 14%. The restatement affects audited annual reports from 2023 to 2025 and various interim periods in 2025 and 2026, and the company says it is due to accounting departures regarding costs to obtain customer contracts and franchisee fee recognition. Management is delaying the full earnings release to finalise the corrections. m:…5318

Goosehead still reaffirmed its 2026 full-year guidance, for total revenue growth of 12% to 19% and total written premium growth of 12% to 20%, and it reported 32.8 million dollars in cash and cash equivalents as of September 30, 2026. The contrast is the point of this filing: the operating numbers kept growing while the accounting underneath them is being redone. Readers who use the headline growth rate will want the restated history before they compare this quarter with earlier ones. m:…5318

Guidance rewritten downward

Orthofix Medical reported third-quarter 2026 net sales of 207.9 million dollars, a 1% increase on a reported basis, with a net loss of 6.1 million dollars and non-GAAP adjusted EBITDA of 26.0 million dollars. The company revised its full-year 2026 outlook downward, now expecting net sales between 825 million and 830 million dollars and adjusted EBITDA between 86 million and 88 million dollars. Management attributed the revision to ongoing efforts to improve US Spine commercial execution and asset productivity. Global Limb Reconstruction net sales increased 8% on a reported basis and Therapeutic Solutions net sales increased 4% in the quarter. m:…6557

DocGo reported total revenue of 73.4 million dollars for the third quarter of 2026, with a GAAP gross margin of 29.7% and a net loss of 18.1 million dollars. The company revised its full-year 2026 revenue guidance to approximately 300 million dollars, citing the elimination of unprofitable business lines, and expects full-year 2026 adjusted EBITDA of negative 17 million to negative 22 million dollars. The filing also announced a leadership transition: CEO Lee Bienstock's employment contract expires on December 31, 2026, he will remain through at least March 31, 2027, and the board has engaged Heidrick and Struggles to lead the CEO search. The acquisition of Hicuity Health is expected to close in late November or early December 2026, and unrestricted cash was 19.1 million dollars as of September 30, 2026. m:…8200

One update that went the other way

GeneDx shows the other side of a guidance update. The company reported third-quarter 2026 revenue of 123.1 million dollars, with exome and genome revenue of 110.4 million dollars and exome and genome test result volume up 25% year over year. It reported an adjusted gross margin of 72% and adjusted net income of 8.6 million dollars. GeneDx reiterated its full-year 2026 revenue guidance of 475 million to 490 million dollars and updated its full-year 2026 adjusted net income guidance to approximately 12 million dollars. The filing also notes partnerships with Mirum Pharmaceuticals and Beren Therapeutics to launch sponsored testing programmes. m:…8455

Read together, these five filings argue for reading the revision before the result. Two companies are correcting past accounts, two are cutting the year ahead, and one is holding revenue guidance while lifting its profit target. The numbers in each filing are the company's own, and in two cases the company is telling readers that its earlier numbers needed fixing. That is not a reason to ignore the growth, but it is a reason to check which version of the past the growth is measured against. m:…4569 m:…5318 m:…6557 m:…8200 m:…8455