Nasdaq 100 Stocks SEC Filings — October 22, 2026

21-10-2026

Texas Instruments reported Q3 2026 revenue of $6.06B (up 28% YoY and 11% sequentially), net income of $2.43B (up 78% YoY) and diluted EPS of $2.62 (up 77% YoY), with EPS including a 1-cent reduction not in original guidance. Trailing 12-month cash flow from operations was $9.9B and free cash flow was $8.4B, while total cash returned to shareholders fell 11% YoY to $5.8B as stock repurchases dropped 61%. Q4 2026 guidance calls for revenue of $5.80B to $6.30B and EPS of $2.45 to $2.79.

• · Quarterly cash flow from operations rose 56% YoY to $3,419M, but Q3 2026 free cash flow was affected by sharply lower capex ($463M vs $1,197M)
• · CHIPS Act cash benefit was $79M in Q3 2026 versus $118M in Q3 2025, with no CHIPS Act incentive proceeds received in Q3 2026
• · Long-term debt declined to $12,905M from $13,546M and $500M of debt was repaid in the quarter
• · Other segment operating profit more than doubled to $142M despite 6% revenue decline, including acquisition and restructuring charges
• · Treasury stock repurchases fell to $48M in Q3 from $1,611M a year earlier, while dividends per share rose to $1.42 from $1.36

21-10-2026

Lam Research reported record quarterly results for the quarter ended September 27, 2026, with revenue of $8.22 billion (up 22% QoQ and up from $5.32 billion a year earlier), U.S. GAAP operating margin of 40.0% (up 260 bps QoQ), and U.S. GAAP diluted EPS of $2.19 (up 21% QoQ). Growth was partly offset by rising operating expenses (up 5% QoQ to $1.02 billion), a 46% QoQ increase in income tax expense to $559.1 million, and a 3% QoQ decline in Japan-related future revenue backlog to $468.3 million. Guidance for the December 2026 quarter calls for revenue of $8.60 billion (±$400 million) and non-GAAP diluted EPS of $2.33 (±$0.15).

• · Customer support-related revenue was essentially flat QoQ (+0.6%) at $2.49 billion, while systems revenue drove nearly all sequential growth.
• · Japan's share of revenue fell to 9% and the estimated Japan future revenue backlog declined 4.5% QoQ to $468.3 million.
• · Income tax expense more than doubled QoQ to $559.1 million, compressing the net income gain relative to pre-tax income growth (net income +21% vs. pre-tax income +30%).
• · Operating cash flow rose sharply to $3.50 billion from $1.46 billion, but changes in operating assets and liabilities swung from a $860 million outflow to a $535 million inflow.
• · Cash dividend declared per share increased to $0.33 from $0.26 QoQ, while treasury stock purchases reached $1.02 billion.
• · Non-GAAP results are also disclosed, with non-GAAP diluted EPS at $2.20 (vs. $2.19 GAAP) and non-GAAP gross margin of 52.4%.

21-10-2026

Meta reported Q3 2026 revenue of $64,601 million, up 26% YoY, with diluted EPS of $3.83 (up 265% YoY) and net income of $9,860 million. Results were heavily affected by a $9.89 billion charge tied to an August 2026 agreement with 52 state attorneys general over teen mental health litigation; excluding this charge, operating income would have been $22.88 billion and diluted EPS $7.40. Operating margin fell to 20% from 40% and free cash flow was negative $2.12 billion, while the Board also approved a new non-voting Class C common stock to be issued via a one-time stock dividend, effective January 2027.

• · Excluding the $9.89B legal charge, Q3 2026 diluted EPS would have been $7.40 and the effective tax rate 17%.
• · Full-year 2026 expense guidance was raised to $175-179B to incorporate the legal charge; 2026 operating income is still expected to exceed 2025 excluding the charge.
• · Capex guidance for 2026 was narrowed to $135-145B from $130-145B.
• · Q4 2026 effective tax rate is expected between 15-17%, absent tax landscape changes.
• · Several youth-related trials are scheduled in the U.S. in coming months, indicating continued legal exposure beyond the settlement.
• · Class C stock creation is intended to support capital raising, employee compensation, and acquisitions, and the effective date is January 19, 2027.
• · Meta is not providing full-year 2027 revenue guidance but expects strong overall revenue growth throughout 2027.
• · Operating cash flow of $32.79B was insufficient to cover $34.91B of capex, producing negative free cash flow.

21-10-2026

Microsoft's DEF 14A proxy statement for fiscal year 2026 (ended June 30, 2026) sets out board governance, committee composition, and the slate for the 2026 Annual Meeting. 11 of 12 director nominees are independent, with CEO Satya Nadella as the sole non-independent nominee; the average independent director tenure is 6.7 years (6.8 years including Nadella). Mr. Hoffman and Mr. Johnston are not seeking re-election, and John Collison is nominated for election to the Board.

• · Board committees include the Audit and Finance, Compensation, Environmental Social and Public Policy, and Governance and Nominating committees, all composed solely of independent directors.
• · Director Teri L. List serves on four public company audit committees, which the Board reviewed and determined does not impair her ability to serve on Microsoft's Audit and Finance Committee.
• · Pay Governance LLC serves as the independent compensation consultant to the Compensation Committee and provides no other services to Microsoft.
• · Independent directors hold executive sessions at each quarterly Board meeting without management present.
• · Board committees will consider appointments for John Collison if elected at the Annual Meeting.

22-10-2026

Tesla reported Q3 2026 total revenues of $28,046M, essentially flat versus $28,095M in Q3 2025 (-0.2%), while gross profit rose 8.7% to $5,494M and net income attributable to common stockholders fell 42.7% to $787M. Operating income declined 55.8% to $718M as R&D spending rose 69.4% to $2,761M and SG&A rose 29.0%, while Q3 automotive sales revenue declined 1.3% and automotive regulatory credits fell 72.9%. Nine-month revenue grew 12.5% to $78,669M, but nine-month net income attributable to common stockholders declined 19.5% to $2,378M.

• · Q3 2026 R&D expense rose to $2761M from $1630M, a major driver of the operating income decline
• · Automotive regulatory credits fell to $113M from $417M in Q3
• · Inventory increased to $14092M from $12392M at year-end 2025
• · Property, plant and equipment, net rose to $50591M from $40643M at year-end 2025
• · Diluted EPS was $0.22 in Q3 2026 versus $0.39 in Q3 2025

22-10-2026

Comcast reported Q3 2026 consolidated revenue of $29,298 Million, down 6.1% YoY, and Adjusted EBITDA of $9,106 Million, down 5.8%, with Adjusted EPS of $1.07, down 4.0%. On a pro forma basis (excluding Versant and the German Sky sale), revenue rose 0.5% and Adjusted EBITDA rose 0.8%, while GAAP EPS rose 7.2% to $0.97. Performance was mixed: Residential Connectivity & Platforms declined and domestic broadband lost customers, offset by growth in Peacock, Studios, Business Services and wireless.

• · Residential Connectivity & Platforms Adjusted EBITDA fell 5.8% to $6,110 Million, with margin down 90 bps to 35.9%
• · Domestic broadband revenue declined 4.7% due to lower average rates and fewer customers
• · Video revenue declined 8.7%, with video customers down 274,000 in the quarter
• · Theme Parks revenue fell 4.4% and Adjusted EBITDA fell 17.1% to $780 Million on lower park admissions and higher domestic operating costs
• · Studios content licensing revenue fell 23.7%, partly offset by a 76.6% rise in theatrical revenue
• · Q3 2026 Media growth was driven by $224 Million of incremental FIFA World Cup revenue; excluding it, Media revenue rose 8.3%
• · Comcast suspended its share repurchase program starting Q3 2026 through the planned separation
• · Business Services Connectivity EBITDA margin declined 50 bps to 55.9%

22-10-2026

SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K). Newstead Jennifer holds 34,795 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · SVP, GC and Government Affairs Newstead Jennifer sold 2,399 Common Stock at $339.62 (~$815K)

22-10-2026

ceo, International BREWER BRADY sold 588 Common Stock at $100.00 (~$58.8K). BREWER BRADY holds 70,919.502 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

• · ceo, International BREWER BRADY sold 588 Common Stock at $100.00 (~$58.8K)