Gotrade News - Third-quarter earnings season picked up this week as Fastenal (FAST) and Home BancShares reported on Wednesday, October 14, followed by BNY (BK), Interactive Brokers (IBKR) and Alcoa (AA) on Thursday, October 15, with BNY, Fastenal and Interactive Brokers all growing earnings per share from a year earlier.
The common thread in the releases was growth: BNY lifted revenue 12%, Interactive Brokers raised its dividend, Fastenal grew sales 15.5% and Alcoa signed a land sale worth up to $315 million. Ares Management has not reported yet and is scheduled for Thursday, October 29.
Which Companies Reported Earnings This Week?
Five companies on this list released third-quarter 2026 results this week: Fastenal and Home BancShares on Wednesday, and BNY, Interactive Brokers and Alcoa on Thursday. The table below is built from each company's own earnings release, as filed with the SEC or reported from those filings, and shows diluted earnings per share for the quarter ended September 30.
| Report day | Company | Ticker | Q3 2026 diluted EPS | Year-ago diluted EPS |
|---|
| Wed, Oct 14 | Fastenal | FAST | $0.35 | $0.29 |
| Wed, Oct 14 | Home BancShares | HOMB | $0.65 | n/a |
| Thu, Oct 15 | BNY | BK | $2.34 | up 24% YoY |
| Thu, Oct 15 | Interactive Brokers | IBKR | $0.69 | $0.59 |
| Thu, Oct 15 | Alcoa | AA | $1.81 | n/a |
FAST, IBKR and AA Market Data
| Ticker | Close | Daily change | Market cap |
|---|
| FAST | $50.38 | -3.12% | $58.5 billion |
| IBKR | $86.03 | +2.25% | $38.6 billion |
| AA | $40.42 | +0.85% | $10.9 billion |
Regular-session close on October 15, 2026, New York time. Prices and changes: Yahoo Finance, cross-checked against Nasdaq's official close. Market cap: Nasdaq, as of October 16, 2026.
Wednesday, Oct 14: Fastenal (FAST) and Home BancShares
According to Fastenal's third-quarter release, net sales rose 15.5% to $2.46 billion, which the company said was primarily driven by share gains with larger customers, pricing actions and broad-based demand. Gross margin slipped to 44.8% from 45.3% on a mix shift toward larger accounts, but operating margin improved to 21.5% from 20.7% as expense leverage more than offset it.
Fastenal's diluted EPS rose 19.8% to $0.35, per the release. Operating cash flow was $421.6 million, and the company returned $328.4 million to shareholders through $298.2 million of dividends and $30.2 million of share repurchases.
Home BancShares posted record quarterly net income of $129.5 million, or $0.65 per diluted share, up from $119.3 million in the second quarter, as reported by Quiver Quantitative from the bank's filing. Its net interest margin was 4.53%, return on average assets was 2.12%, and book value per share reached a record $22.74 after the bank repurchased 1.3 million shares.
Thursday, Oct 15: BNY (BK), Interactive Brokers (IBKR) and Alcoa (AA)
According to BNY's earnings release, diluted EPS rose 24% to $2.34 ($2.37 adjusted) on total revenue of $5.7 billion, up 12% year over year. Fee revenue grew 12% to $4.1 billion and net interest income climbed 15% to $1.4 billion, while assets under custody and/or administration reached $63.4 trillion.
"With broad-based growth across our platforms, we increased revenue by 12% year-over-year, delivering significant operating leverage and earnings per share growth of 24%." (Robin Vince, CEO, BNY)
BNY reported a return on tangible common equity of 29.0% and returned $1.4 billion to common shareholders, including $937 million of share repurchases, per the same release.
Per Interactive Brokers' third-quarter release, reported diluted EPS was $0.69 ($0.67 adjusted) versus $0.59 a year earlier, on net revenues of $1.91 billion. Commission revenue rose 12% to $602 million on 18% higher daily average revenue trades, net interest income increased 19% to $1.15 billion, and customer accounts grew 35% to 5.58 million.
The broker also raised its quarterly dividend to $0.15 per share from $0.0875, payable December 14, and kept a 78% pretax margin, the release said.
Alcoa (AA) Signs Massena East Sale Worth Up to $315 Million
According to Alcoa's third-quarter results release, the aluminum producer earned $483 million, or $1.81 per diluted share ($1.82 adjusted), on revenue of $3.70 billion, down from $3.97 billion in the second quarter. Adjusted EBITDA excluding special items was $789 million.
Alcoa said it signed definitive agreements to sell portions of its Massena East, New York site for potential proceeds of up to $315 million. The company expects about $50 million to $65 million at closing, depending on approved data center capacity, plus $60 million to $250 million over seven years from capacity expansions and installment payments; closing is expected within six months, subject to permits and approvals.
Alcoa reaffirmed its 2026 alumina and aluminum production and shipment ranges, and CEO William Oplinger said the company is working toward closing the AliGroup acquisition in the first half of 2027.
Ares Management Reports Thursday, Oct 29
Ares Management will release third-quarter results before the NYSE opens on Thursday, October 29, with a conference call at 9:00 a.m. ET that day, according to the company's October 2 announcement.
This article is for education and information only and is not investment advice. Investment decisions are yours to make after your own research.
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