SHARPE
Reported results
- Reported revenue increased 10.6% to $455.8 million in the third quarter of 2026 compared to $412.1 million in the third quarter of 2025.
- On a local currency basis, non-GAAP revenue increased 10.2% in the third quarter of 2026.
- Reported operating income increased 25.5% to $72.4 million in the third quarter of 2026 compared to $57.7 million in the prior year’s third quarter.
- Reported diluted earnings per share increased 29.9% to $1.13 in the third quarter of 2026 compared to 87 cents in the third quarter of 2025.
- Local currency adjusted diluted EPS (non-GAAP) increased 17.7% in the third quarter of 2026.
- Non-GAAP Adjusted EBITDA was $93,083 thousand in the third quarter of 2026, an increase of 15.6% compared to $80,530 thousand in the third quarter of 2025.
Guidance
- Full year 2026 Local Currency Revenue (non-GAAP) expected to deliver High Single-Digit to Low Double-Digit Growth.
- Full year 2026 Local Currency Adjusted EBITDA (non-GAAP) expected to deliver Mid-Teen to High Teen Growth.
- Full year 2026 Diluted EPS (GAAP) expected to be between $4.15 and $4.20.
- Full year 2026 Local Currency Adjusted Diluted EPS (non-GAAP) expected to deliver Mid-Teen to High Teen Growth.
Price and volatility reaction
The stock moved -10.6% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -7.1 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 131.53 | 2026-10-29 |
| Close after release | 117.63 | 2026-10-30 |
| Realised move | -10.6% | close to close |
| 30d ATM IV change | -7.1 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-30 (8-K, Item 2.02). Read the original filing on sec.gov.