Financial Disclosure

OKLAHOMA CITY – October 29, 2026 -- OGE Energy Corp. (NYSE: OGE) reported third-quarter 2026 earnings of $1.52 per diluted share, up from $1.14 a year earlier, and now expects full-year earnings to exceed its original guidance range.

OGE Energy net income climbs to $316.2 million on warmer weather

Net income at the parent of Oklahoma Gas and Electric Company (OG&E) reached $316.2 million in the three months ended September 30, 2026, against $231.3 million in the same period of 2025. Stronger sales from significantly warmer weather drove the increase, partly offset by higher income tax expense.

OG&E contributes $320.9 million, up from $242.9 million

The regulated electric utility earned $1.54 per diluted share, compared with $1.20 in the third quarter of 2025.

Northbrook, Illinois – October 29, 2026 -- Stepan Company (NYSE: SCL) has declared a quarterly cash dividend of $0.405 per share, extending its record of annual dividend increases to 59 consecutive years.

Stepan lifts the fourth-quarter 2026 payout by $0.010 per share

The board approved the increase in the fourth quarter of 2026. The dividend is payable on December 15, 2026, to common stockholders of record on December 1, 2026.

Specialty chemicals maker keeps its payout streak running through restructuring

Stepan is a merchant producer of surfactants, the key ingredients in consumer and industrial cleaning and disinfection products and in agricultural and oilfield solutions. It also supplies polyurethane polyols to the thermal insulation market and to the CASE (Coatings, Adhesives, Sealants, and Elastomers) industries. Production runs through facilities in North and South America, Europe and Asia.

North Canton, Ohio – October 29, 2026 -- Diebold Nixdorf (NYSE: DBD) said its Board of Directors authorized a new share repurchase program of up to $250 million, as the company's previous $200 million buyback, announced on Nov. 5, 2025, nears completion.

Executive Vice President and Chief Financial Officer Tom Timko said the new program gives the company "additional flexibility" to return capital to stockholders while it continues to invest in strategic opportunities across its businesses.

Diebold Nixdorf can execute the $250 million buyback through open market, block and accelerated repurchase structures

The company may buy shares on the open market, including round lot or block transactions. It may also use one or more accelerated stock repurchase plans, or repurchase plans under Rule 10b5-1 of the Securities Exchange Act of 1934.

Schaffhausen – October 29, 2026 -- Garmin Ltd. (NYSE: GRMN) posted record third-quarter operating income of $612 million, up 34% year on year, and raised its full-year 2026 guidance after revenue rose 12% to a record $1.99 billion.

Margins expand 420 basis points as tariff refunds add $33 million

Consolidated gross margin reached 63.3%, up 420 basis points, with higher margins in every segment. Garmin attributed the gain to favorable segment mix, lower product costs and about $33 million in refunds of previously paid tariffs. Operating margin was 30.8%. Pro forma EPS rose 39% to $2.76, while GAAP EPS was $2.80.

Operating expenses grew 10% to $646 million. R&D rose 9% on personnel costs, and SG&A rose 10% on personnel and advertising. The effective tax rate fell to 18.1% from 21.2%, which Garmin linked to higher expected U.S. deductions under tax legislation enacted in 2025 that took effect in 2026.

Columbus – October 29, 2026 -- American Electric Power (Nasdaq: AEP) expanded its five-year capital plan to $100 billion through 2031 and said 2026 operating earnings will land at or above the high end of its $6.25 to $6.55 per share guidance range.

Third-quarter operating earnings rose to $1,216 million, or $2.23 per share, from $963 million, or $1.80 per share, a year earlier. GAAP earnings were $1,187 million, or $2.18 per share, against $972 million, or $1.82 per share, in the third quarter of 2025.

AEP targets 9% to 11% annual earnings growth through 2031

The utility introduced annual operating EPS growth of 9% to 11% for 2027 through 2031. It also set a greater than 10% compound annual growth rate through 2031, measured from the original 2026 guidance midpoint of $6.30 per share.

Bloomfield Hills – October 29, 2026 -- Penske Automotive Group (NYSE: PAG) reported third-quarter revenue of $8.4 billion, up 5% from $8.1 billion a year earlier, and net income attributable to common stockholders of $220.8 million, or $3.36 per share. The results come as the company moves toward a take-private deal that values it at an enterprise value of about $16.3 billion.

Penske Corporation and Mitsui will pay $212 per share to take PAG private

Under a merger agreement announced on October 15, 2026, Motown Acquisition Corp., owned by Penske Corporation and Mitsui & Co., Ltd., will acquire all PAG common stock held outside the investor group for $212.00 per share in cash. After closing, Penske is to hold about 64% of the company and Mitsui about 36%. Closing is expected in the first quarter of 2027, subject to closing conditions.

MAUMEE, Ohio – October 29, 2026 -- Dana Incorporated (NYSE: DAN) raised third-quarter adjusted EBITDA by $56 million to $218 million, lifting its margin 220 basis points to 10.7 percent. The supplier also announced an additional $100 million of share repurchases for the fourth quarter of 2026.

Sales rise $121 million on commercial vehicle demand

Third-quarter sales reached $2.04 billion, compared with $1.92 billion a year earlier. Dana attributed the increase mainly to stronger commercial vehicle demand, backlog conversion, and commercial and cost-recovery actions.

Adjusted EBITDA compares with $162 million and an 8.5 percent margin in the prior-year quarter. Cost savings, operational efficiency gains, and commercial initiatives drove the improvement. Dana has booked $60 million in cost savings year to date.

Galway – October 29, 2026 -- TE Connectivity (NYSE: TEL) closed fiscal 2026 with record net sales of $19.9 billion, up 15% on a reported basis and 12% organically, as customer demand for data and power connectivity lifted both of its segments.

Adjusted EPS rose 24% to $11.52 for the year ended September 25, 2026. GAAP EPS climbed 80% to $11.07. Adjusted operating margin was 22%, against 20% on a GAAP basis.

Fourth-quarter orders jump 29% to $6.1 billion

Fourth-quarter net sales hit a record $5.3 billion, up 12% reported and 13% organic, with the Industrial and Transportation segments both growing strongly. Orders reached $6.1 billion, up 29% year over year and 6% sequentially.

GAAP diluted EPS from continuing operations was $3.10, up 39%, while adjusted EPS of $3.14 rose 21%. GAAP operating margin was 21% and adjusted operating margin was 22%.

Columbus – October 29, 2026 -- Vertiv Holdings Co (NYSE: VRT) reported third-quarter 2026 net sales of $4,313 million, up $1,637 million or 61% year over year, and raised its full-year sales guidance by $650 million as organic orders growth topped 100%.

Organic growth of 55% drives the sales jump, with acquisitions adding about 6%

Organic sales growth reached 55%, and acquisitions contributed approximately 6% of the increase. Growth was broad-based across all regions. The Americas rose 75% (66% organic), APAC 50% (48% organic) and EMEA 23% (19% organic).

Vertiv cited strong demand visibility, ongoing capacity investments and disciplined execution as the basis for raising its outlook.

HELSINKI – October 29, 2026 -- UPM-Kymmene reported a third-quarter comparable EBIT of €131 million from continuing operations, down 8% from €142 million a year earlier. Operating cash flow nearly doubled to €420 million from €218 million, driven by working capital measures.

Sales slipped to €2,202 million from €2,226 million, and the comparable EBIT margin fell to 5.9% from 6.4%. Lower deliveries during customer destocking and higher variable costs weighed on results. Pricing actions offset part of the impact. CEO Massimo Reynaudo called it "a softer quarter following a strong first half."