Key Highlights

  • Third quarter EPS for The Andersons (NASDAQ:ANDE) reached USD 1.36 diluted, up from USD 0.59, with record Renewables pretax income of USD 63 million and 45Z producer tax credits adding USD 27 million.
  • Hackett Group (NASDAQ:HCKT) lifted Net Income roughly 40% to USD 3.6 million by simple arithmetic, while total Revenue slipped about 4.5% to USD 69.8 million.
  • Eastman Kodak (NYSE:KODK) grew consolidated revenue 3% to USD 276 million, as Advanced Materials and Chemicals climbed 21% to USD 99 million while Print slid 7% to USD 165 million.
  • Xometry (NASDAQ:XMTR) reported revenue up 40% to a record USD 252 million and marketplace gross Margin at a record 36.0%, calling the period its first quarter of GAAP profitability.

The Andersons (NASDAQ:ANDE): Ethanol Margins and 45Z Credits Behind the EPS Jump

The Andersons (NASDAQ:ANDE) posted third quarter results on November 3, 2026. Profit to shareholders came in at USD 46.4 million, which translates to USD 1.36 for each diluted share, a jump from USD 20.1 million, or USD 0.59. Adjusted Earnings reached USD 1.38 per share against USD 0.84. Renewables produced record pretax income of USD 63.0 million, supported by USD 27 million of 45Z producer tax credits. Those credits reward low-carbon fuel output and are not taxable, which kept the effective tax rate at 13%. On an adjusted basis, EBITDA climbed to USD 101.4 million, versus USD 78.3 million before. Management credited efficient plant operations, stronger co-product values and a lower eastern corn basis for better ethanol profitability. Most of the 2026 45Z credits have been committed for sale, and the proceeds are mostly anticipated later this year. The soft spot is cash generation, as nine-month Operating Cash Flow turned negative at USD 30.0 million against a positive USD 183.2 million a year earlier, and short-term borrowings reached USD 495.2 million. Cash on hand was USD 58.3 million. Work to de-bottleneck the Clymers, Indiana ethanol plant is tracking to deliver 30 million gallons of added capacity by mid-2027, while weather and rule changes on credits pose risks.

Hackett Group (NASDAQ:HCKT): Cost Cuts and a Smaller Share Count Lift Profit

Quarterly figures for Hackett Group (NASDAQ:HCKT), a Miami-based firm offering AI-enabled consulting and enterprise transformation services, arrived on November 3, 2026, covering the quarter that ended September 25. Revenue dipped to USD 69.8 million from USD 73.1 million, but Operating Income improved to USD 7.5 million, compared with USD 5.5 million. SG&A came down to USD 18.8 million, versus USD 21.2 million, and restructuring outlays fell to USD 1.4 million from USD 3.1 million. GAAP diluted EPS climbed to USD 0.14 from USD 0.09, while adjusted diluted EPS came in at USD 0.39, the top of the guided range. Weighted diluted shares fell to 24.95 million from 27.6 million, a reduction that lifts per-share results even when net income is flat. Revenue before reimbursements in the Global Strategy and Business Transformation segment dropped to USD 36.6 million from USD 42.4 million, whereas SAP Solutions rose to USD 16.4 million from USD 13.4 million. Cash totaled USD 12.6 million, while USD 86.1 million was drawn on the Credit facility. The USD 0.12 per-share payout is due January 8, 2027, and guidance puts fourth quarter revenue before reimbursements at USD 68.0 million to USD 70.0 million.

Eastman Kodak (NYSE:KODK): Advanced Materials Offsets a Softer Print Quarter

Quarterly figures for Eastman Kodak (NYSE:KODK) landed on November 3, 2026, covering the three months and nine months through September 30. Quarterly consolidated sales totaled USD 276 million, a USD 7 million or 3% increase, with nine-month sales at USD 852 million, 9% higher. Print revenue, covering printing plates and high-speed inkjet equipment, slid USD 12 million to USD 165 million, Nine-month Print sales nonetheless rose 4%, landing at USD 540 million. Advanced Materials and Chemicals, which makes film, chemicals and coatings, gained USD 17 million to reach USD 99 million. Management described tariffs and higher aluminum and silver prices as cost headwinds, yet pricing moves, productivity gains and Tariff exemptions mostly offset them. The company collected roughly USD 3 million of tariff refunds during the quarter. Anti-dumping duties on imported aluminum plates also cushion results, with rates of 115.84% and 317.43% on specific Chinese plates and 91.83% on Japanese ones, which Fujifilm has contested. Film backorders persist because of labor shortages and equipment constraints. The material lacked net income, margin and cash balance data, so profitability cannot be judged from it.

Xometry (NASDAQ:XMTR): Marketplace Growth and a Record Gross Margin

Xometry (NASDAQ:XMTR) runs an online marketplace linking buyers of custom-made parts with a supplier network, and it also owns the Thomasnet industrial sourcing platform. On its November 3, 2026 call, management reported third quarter revenue climbing 40% to a record USD 252 million, while marketplace revenue rose 43%. Leadership called it the first quarter of GAAP profitability, but the extract reviewed omits the profit amount, adjusted EBITDA and any updated full-year guidance. Marketplace gross margin set a record at 36.0%, up 130 basis points from the second quarter, which management attributes to upgraded AI cost and sourcing models. Active buyers reached 93,812 from 78,282, and 98% of revenue came from accounts that already existed. The Siemens Designcenter integration is slated to reach Beta in Q1 2027. The filing points to workforce cuts of about 5% in 2025 and 4% in 2026. The company says it holds under 1% of a USD 275 billion custom Manufacturing market, a self-produced estimate that was not independently verified. One profitable quarter does not establish durability, and softer factory spending could slow demand.

Where Things Stand

Xometry (NASDAQ:XMTR) reached 40% revenue growth through marketplace expansion and a record gross margin, while the other three took different routes. The Andersons (NASDAQ:ANDE) leaned on record Renewables income and 45Z credits, even though nine-month operating cash flow turned negative. Hackett Group (NASDAQ:HCKT) lifted profit through cost cuts and a smaller share count while revenue slipped. Eastman Kodak (NYSE:KODK) relied on its faster-growing materials unit, though its material held no profit data. No Volume data came with the material, so trading depth for the smaller names is unmeasured. This is information only, not a recommendation.