1,180 material Form 8-K filings that 962 companies we cover made with the SEC in July 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Avista reported second-quarter 2026 GAAP net income of $35 million, or $0.43 per diluted share, up from $14 million, or $0.17, a year earlier, mainly due to investment gains at its other businesses. Non-GAAP utility earnings were $23 million, or $0.29 per share, compared with $24 million, or $0.29, in the second quarter of 2025, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.
Q2 2026 GAAP EPS was $0.43 versus $0.17 in Q2 2025; year-to-date GAAP EPS was $1.54 versus $1.15.
Q2 2026 non-GAAP utility EPS was $0.29, flat with the prior year; year-to-date it was $1.38 versus $1.30.
Avista expects to recognize a $17 million fair value increase in Q3 2026 and estimates a $13 million loss based on July 31 values for a fund investment.
The company said it is evaluating up to $100 million of additional short-term liquidity by the end of Q4 2026.
Warner Music Group's Chief Financial Officer and Chief Operating Officer, Armin Zerza, stepped down on July 31, 2026, for personal reasons, and the company has started a search for a new CFO. The company named Louis Dickler acting CFO and Tom Corson as COO, two leadership changes that affect the company's finance and operating management.
Armin Zerza stepped down as CFO and COO on July 31, 2026, effective immediately, and will remain available through the end of the fiscal year
Louis Dickler, SVP, Global Controller and Chief Accounting Officer, was appointed Acting CFO effective July 31, 2026, while keeping his current roles
Tom Corson, Co-Chairman and COO of Warner Records since January 2018, was appointed COO of the company, reporting to CEO Robert Kyncl
Deluxe completed its acquisition of Celero Commerce on July 31, 2026, for an approximate $625 million cash purchase price plus certain seller transaction expenses, subject to adjustments. The closing was funded by borrowings under a new $800 million term loan and a $400 million revolving credit facility, with JPMorgan Chase Bank, N.A. as administrative agent. The company expects the deal to be accretive to adjusted EPS in the first full year after closing and will provide updated 2026 guidance with its second quarter results on August 5, 2026.
Cash purchase price of approximately $625 million, plus certain seller transaction expenses and other adjustments
New senior secured credit facilities: $400.0 million revolving facility and $800.0 million term loan, maturing July 31, 2031 for the revolver
Expected more than $15 million in cost synergies; deal expected to be accretive to adjusted EPS in the first full year after closing
Updated full-year 2026 guidance to be given with second quarter results on August 5, 2026
CenterPoint Energy entered into an underwriting agreement on July 30, 2026 for a public offering of $700 million aggregate principal amount of 6.400% Fixed-to-Fixed Reset Rate Junior Subordinated Notes, Series E, due 2058. The notes are unsecured, rank junior to existing and future senior indebtedness, and allow the company to defer interest for up to 20 consecutive semi-annual periods, during which dividends and common stock repurchases are restricted.
Offering size: $700 million aggregate principal amount of Series E notes due August 15, 2058
Interest is 6.400% per annum until August 15, 2033, then resets every five years to the Five-Year Treasury Rate plus 1.885%, with a floor of 6.400%
Company may defer interest for up to 20 consecutive semi-annual periods; dividends and capital stock repurchases are restricted during deferral
Notes are issued under a junior subordinated indenture dated August 14, 2024 with The Bank of New York Mellon Trust Company as trustee; interest accrues from August 3, 2026
FTI Consulting reported record second-quarter 2026 revenue of $993.5 million, up 5.3% from $943.7 million a year earlier, but net income fell to $57.8 million from $71.7 million and diluted EPS fell to $1.99 from $2.13. The company lowered its full-year 2026 EPS guidance to $8.70-$9.30 from $8.90-$9.60 while reaffirming its revenue guidance, so shareholders face lower expected per-share earnings even as sales grow.
Q2 2026 revenue $993.5 million, up 5.3%; net income $57.8 million vs. $71.7 million in Q2 2025
Diluted EPS $1.99 vs. $2.13; Adjusted EPS $2.16 vs. $2.13, excluding $6.6 million of Extraordinary Litigation-Related Expenses
Full-year 2026 EPS guidance cut to $8.70-$9.30 from $8.90-$9.60; Adjusted EPS guidance $9.10-$9.70; revenue guidance reaffirmed at $3.940-$4.100 billion
Repurchased 2,591,133 shares for $390.9 million in Q2; about $344.0 million remained under the buyback program at June 30, 2026
Ashland Inc. entered into a Fifth Amendment to its Receivables Purchase Agreement with PNC Bank on July 30, 2026. The amendment keeps commitments of up to $70 million and extends the facility's termination date from September 11, 2026 to July 28, 2028. The filing describes this as a routine update to a financing arrangement, with no change to the commitment amount.
Commitments under the accounts receivable securitization facility remain up to $70 million.
The RPA termination date moves from September 11, 2026 to July 28, 2028.
The amendment is dated July 30, 2026, and PNC Bank, National Association is administrative agent.
The filing says the amendment makes other updates consistent with current market standards, without giving details.
QUALCOMM filed a prospectus supplement on July 31, 2026, covering the resale by selling stockholders of 17,826,566 common shares. The company issued these shares as consideration for its previously announced acquisition of Modular Inc, agreed on June 21, 2026. The filing shows the shares can now be resold under a registration statement, and it does not disclose any financial results.
Prospectus supplement filed July 31, 2026 covers resale of 17,826,566 shares of common stock.
Shares were issued as consideration for the Modular Inc acquisition, agreed June 21, 2026, in a private placement exempt from registration.
Resale terms are governed by a Registration Rights Agreement dated July 28, 2026 with Shareholder Representative Services LLC.
DTE Energy furnished unaudited second-quarter 2026 financial statements for its indirect subsidiary DTE Gas Company, which the filing says were posted to DTE Energy's website on July 31, 2026. For the quarter ended June 30, 2026, DTE Gas reported operating revenues of $311 million, down from $313 million, and a net loss of $4 million, compared with net income of $6 million a year earlier. The filing also notes a pending gas rate case requesting a $163 million net base rate increase, with a final MPSC order expected in September 2026.
Q2 2026 operating revenues were $311 million, versus $313 million in Q2 2025.
Q2 2026 net loss was $4 million, compared with net income of $6 million in Q2 2025.
Six-month 2026 net income was $205 million, versus $211 million in the same period of 2025, while six-month revenues rose to $1.234 billion from $1.181 billion.
The MPSC rate case filed November 13, 2025 requests a $163 million net base rate increase, with a final order expected in September 2026.
KKR's indirect subsidiaries KKR Group Partnership L.P. and Kohlberg Kravis Roberts & Co. L.P. signed a Fourth Amended and Restated Credit Agreement on July 30, 2026, with HSBC Bank USA as administrative agent. It replaces the prior agreement dated July 3, 2024 and provides a $3.0 billion senior unsecured multicurrency revolving facility, guaranteed by KKR & Co. Inc., with an option to increase it by up to $750 million subject to lender consent.
Facility size: $3.0 billion, with an option to increase by up to an additional $750 million subject to lender consent
Maturity: five years, scheduled for July 30, 2031, with an extension option subject to lender consent
Pricing: term SOFR margin of 57.5 to 112.5 basis points and facility fee of 5 to 12.25 basis points, based on a corporate ratings-based grid
Financial covenants include a maximum leverage ratio of 4.0x covenant EBITDA (excluding Global Atlantic debt) and at least $195 billion in fee paying assets under management
At its July 30, 2026 annual meeting, Kyndryl stockholders approved an amended and restated 2021 Long-Term Performance Plan that adds 7,600,000 shares issuable under the plan. Stockholders also elected six directors, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor for the fiscal year ending March 31, 2027.
Amended plan increases shares issuable by 7,600,000 shares of common stock
Executive compensation approved on an advisory basis with 75% of votes present in favor
Plan approval received 94% of votes present; 139,325,459 votes for
PricewaterhouseCoopers LLP ratified as auditor with 97% of votes present in favor
CarMax said Executive Vice President and Chief Innovation and People Officer Diane Cafritz will leave the company effective December 31, 2026. She will provide consulting services from January 1, 2027 to June 30, 2027, for $360,500, and her severance terms were amended.
Departure effective December 31, 2026, announced July 31, 2026
Severance formula changed to 1.5 times base salary plus full-year actual fiscal 2027 annual bonus, replacing target bonus
Consulting agreement runs January 1, 2027 to June 30, 2027, paying $360,500 in total
Non-solicitation and non-compete terms extended by six months
Newell Brands entered a five-year, $800.0 million asset-based revolving credit facility on July 30, 2026, led by JPMorgan Chase Bank, N.A. The company borrowed $490.0 million under the new facility and used it to repay and replace its existing revolver dated August 31, 2022. The filing describes the facility as a routine refinancing with an uncommitted $500.0 million accordion feature, though it carries secured liens and a fixed charge coverage covenant that applies when availability falls below set levels.
Facility size: up to $800.0 million, maturing July 30, 2031, subject to a borrowing base
On the Closing Date, Newell borrowed $490.0 million and used it to repay the Existing Credit Agreement dated August 31, 2022
Pricing: SOFR-based loans at 1.50% to 2.00% over the benchmark; unused commitment fee of 0.25% to 0.30%
Obligations are guaranteed by subsidiaries and secured by a first-priority lien on certain assets
On July 27, 2026, Hawaiian Electric Company and Kalaeloa Partners entered a new power purchase agreement for 208 megawatts of firm capacity over a 30-year term after commercial operation, replacing the October 2021 agreement that is expected to end in early 2033. The fixed capacity charge falls to $93 per kilowatt per year from $100, and the deal lets Kalaeloa repower the plant to burn other fuels and produce renewable-qualifying energy. The agreement takes effect only after the Hawaii Public Utilities Commission approves it.
New PPA signed July 27, 2026, for 208 MW of firm capacity over a 30-year term after commercial operation
Fixed capacity charge reduced to $93/kW per year from $100/kW per year under the Amended and Restated PPA
Effectiveness depends on PUC approval; either party may void the agreement if approval is not received within 12 months of the application, subject to conditions
Amgen disclosed in an SEC 8-K filed July 31, 2026 that unauthorized actors accessed and exfiltrated some company data, including proprietary data and patient protected health information, from cloud environments hosted by third-party providers. The company determined on July 29, 2026 that the incident is material, but says it has not identified any impact on products, manufacturing, financial reporting systems, or its ability to meet patient needs, and does not expect a material effect on financial condition or results.
Unauthorized activity was identified in July 2026 in data stored in third-party-hosted cloud environments.
Company determined on July 29, 2026 that the incident is material, citing file volume and the sensitivity of the information.
Amgen believes the incident is not reasonably likely to have a material impact on its financial condition or results of operations.
Investigation is ongoing, and patient notifications will be made as required.
Gaming and Leisure Properties reported second-quarter 2026 total revenue of $430.5 million, up from $394.9 million a year earlier, and net income of $234.9 million, or $0.80 per diluted share, versus $156.2 million and $0.54. The company raised the midpoint of its 2026 AFFO per share guidance to $4.10 to $4.12 and raised its quarterly dividend to $0.82 from $0.78, which matters to shareholders because it reflects higher reported earnings and cash flow measures.
Q2 2026 total revenue $430.5 million vs. $394.9 million in Q2 2025
Q2 2026 net income $234.9 million; diluted EPS $0.80 vs. $0.54
2026 AFFO per diluted share guidance now $4.10 to $4.12, vs. prior $4.08 to $4.12
Quarterly dividend raised to $0.82 per share from $0.78
Greif reported fiscal third-quarter 2026 results for the period ended June 30, 2026, with net income up 156.7% year over year and adjusted EBITDA up 24.7% to $183.4 million. The company also raised its quarterly dividend by 10.7%, cut net debt by $1,689.9 million to $741.9 million, and said it will begin executing share repurchases under a new plan.
Net income of $78.8 million, or $1.37 per diluted Class A share, versus $30.7 million, or $0.53, a year earlier
Adjusted EBITDA of $183.4 million, up 24.7% from $147.1 million; net sales of $1,165.6 million, up from $1,125.9 million
Fiscal 2026 Adjusted EBITDA outlook of $615 million to $635 million and Adjusted free cash flow outlook of $305 million to $325 million
Mattel named Roberto Stanichi, previously Executive Vice President and Chief Global Brand Officer, to President, Chief Marketing and Brand Officer, effective July 29, 2026, reporting to Chairman and CEO Ynon Kreiz. The filing sets his base salary at $900,000 and details new equity grants, which tie part of his pay to Mattel's stock price and performance goals.
Promotion dated July 29, 2026; press release issued July 31, 2026
Base salary of $900,000; 2026 MIP target of 100% of salary, capped at 200%
Promotion stock grant of $2,000,000 in RSUs; incremental grant of $1,900,000, split between RSUs and PSUs
Beginning in 2027, annual target stock grant value rises to $3,000,000, subject to Compensation Committee approval
RBC Bearings reported fiscal first quarter 2027 results for the quarter ended June 27, 2026, with net sales of $519.5 million, up 19.2% from a year earlier, and GAAP net income of $101.5 million, up from $68.5 million. The company also guided second quarter fiscal 2027 net sales to $505.0 million to $515.0 million, which would be growth of 10.9% to 13.1%.
Net sales were $519.5 million, up 19.2%; Aerospace & Defense rose 36.9% and Industrial rose 8.4%.
GAAP diluted EPS was $3.20 versus $2.17 a year earlier; adjusted diluted EPS was $3.88 versus $2.84.
GAAP gross margin was 47.7% versus 44.8%, and operating income was $140.8 million versus $101.1 million.
Second quarter fiscal 2027 outlook: net sales of $505.0 million to $515.0 million; gross margin of 45.5% to 45.75%.
Portland General Electric reported second quarter 2026 GAAP net income of $68 million, or $0.59 per diluted share, up from $62 million, or $0.56, a year earlier, on total revenues of $814 million versus $807 million. The company reaffirmed its 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share, though its non-GAAP EPS of $0.64 was below the $0.66 reported for the second quarter of 2025.
GAAP net income of $68 million, or $0.59 per diluted share, versus $62 million, or $0.56, in Q2 2025
Non-GAAP net income of $74 million, or $0.64 per diluted share, versus $73 million, or $0.66, in Q2 2025
Industrial customer demand grew 11% year over year; the New Large Load Tariff took effect July 8, 2026
2026 adjusted EPS guidance of $3.33 to $3.53 reaffirmed; the 2027 general rate case is expected to be filed next week
Moog reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with net sales up 15% to $1.1 billion and GAAP diluted earnings per share of $4.74, compared with $1.83 a year earlier. The company raised its fiscal 2026 guidance for net sales, adjusted operating margin, adjusted diluted earnings per share and free cash flow conversion, and its Board declared a $0.30 quarterly dividend. Results were helped by $30 million of claims related to previously incurred IEEPA tariffs and by income tax benefits, and the filing notes that the quarter's figures reflect the correction of immaterial prior-period misstatements.
Net sales were $1.1 billion, up 15% from $970 million in the third quarter of 2025; GAAP diluted EPS was $4.74 versus $1.83.
Adjusted diluted EPS was $3.72 versus $2.33, and operating margin was 15.8% versus 11.5%.
Fiscal 2026 guidance raised: net sales to $4.4 billion from $4.3 billion; adjusted diluted EPS to $11.65 from $10.60.
Quarterly dividend of $0.30 per share is payable August 25, 2026, to holders of record as of August 14, 2026.
Arbor Realty Trust reported a GAAP net loss attributable to common stockholders of $37.3 million, or $0.20 per diluted share, for the quarter ended June 30, 2026, compared with net income of $24.0 million, or $0.12 per diluted share, a year earlier. Distributable earnings fell to $21.7 million, or $0.10 per diluted share, from $52.1 million, or $0.25, and the board declared a quarterly dividend of $0.17 per share, down from $0.30 a year earlier.
GAAP net loss of $37.3 million, or $0.20 per diluted share, versus net income of $24.0 million, or $0.12, in Q2 2025
Distributable earnings of $21.7 million, or $0.10 per diluted share, versus $52.1 million, or $0.25, in Q2 2025; $9.6 million of net realized losses from legacy asset resolutions are cited as a factor
Net provision for loan losses of $38.2 million under CECL and $13.6 million of impairments on two real estate owned properties in the quarter
Quarterly dividend of $0.17 per share, payable August 28, 2026 to holders of record on August 14, 2026
Franklin Resources reported third-quarter results for the period ended June 30, 2026, with operating revenues up 3% from the prior quarter and 14% from a year earlier. Net income fell 36% from the prior quarter to $171.5 million, though it rose 86% from the year-earlier quarter. The company also said it will change its corporate name to Franklin Templeton, Inc. effective August 17, 2026, with the stock continuing to trade under BEN.
Operating revenues were $2,358.4 million, up 3% from $2,294.9 million in the prior quarter and up 14% from $2,064.0 million a year earlier.
Net income attributable to the company was $171.5 million, or $0.31 per diluted share, compared with $268.2 million, or $0.49 per share, in the prior quarter.
Adjusted operating income of $508.9 million excludes a $100.0 million charge related to significant regulatory settlements.
The corporate name changes to Franklin Templeton, Inc. effective August 17, 2026; the NYSE ticker remains BEN.
BorgWarner's board increased its size from eight to nine members on July 30, 2026, and appointed Rajesh Kalathur as an independent director to fill the new seat. The board also declared a quarterly cash dividend of $0.17 per share, payable September 15, 2026, to holders of record on September 1, 2026. The filing does not yet name the board committees Mr. Kalathur will serve on.
Board expanded from eight to nine members; Rajesh Kalathur appointed as independent director on July 30, 2026
Mr. Kalathur most recently served as President of John Deere Financial and CIO of Deere & Company, retiring in 2026
Quarterly cash dividend of $0.17 per share declared July 30, 2026
Dividend payable September 15, 2026, to stockholders of record on September 1, 2026
WisdomTree reported second-quarter 2026 operating revenues of $177.2 million, up 11.1% from the first quarter and 57.3% from the second quarter of 2025, with net income of $44.3 million and diluted EPS of $0.28. Results swung from a first-quarter net loss of $23.1 million, and the period included the May 2026 acquisition of Atlantic House. The board also declared a $0.03 quarterly dividend.
Operating revenues were $177.2 million, up from $159.5 million in Q1 2026 and $112.6 million in Q2 2025.
Net income was $44.3 million, or $0.28 diluted EPS, compared with a net loss of $23.1 million, or $(0.17) per share, in Q1 2026. Adjusted diluted EPS was $0.31.
Ending AUM was $162.9 billion, with $3.1 billion of net inflows in the quarter.
The $0.03 dividend is payable August 26, 2026 to holders of record on August 12, 2026.
Colgate-Palmolive reported second-quarter 2026 net sales of $5,361 million, up 4.9% from $5,110 million, and GAAP diluted EPS of $0.86, down 5% from $0.91. Excluding a $129 million charge tied to its Strategic Growth and Productivity Program, Base Business EPS rose 8% to $0.99, and the company updated its full-year 2026 gross margin and Base Business EPS guidance upward while keeping its sales and GAAP EPS guidance.
Net sales rose 4.9% to $5,361 million; organic sales rose 2.4%, and Total Company operating profit fell 6% to $1,016 million.
GAAP gross profit margin rose 140 basis points to 61.5%; Base Business EPS rose 8% to $0.99 from $0.92.
Full-year 2026 guidance: GAAP and Base Business gross profit margin now expected roughly flat (previously down); Base Business EPS growth now expected mid-single-digit (previously low- to mid-single-digit).
Net sales guidance of up 2% to 6% and GAAP EPS guidance were maintained.
AbbVie reported second-quarter 2026 net revenues of $16.99 billion, up 10.2% on a reported basis, and adjusted diluted EPS of $3.65, up from $2.97 a year earlier. It lowered its 2026 adjusted EPS guidance to $13.87-$14.07 from $13.91-$14.11, a $0.04 midpoint cut, mainly because of a $0.14 per share dilutive impact from the proposed Apogee Therapeutics acquisition.
Q2 net revenues were $16.990 billion, up 10.2% reported and 9.5% operational; Skyrizi revenues were $5.505 billion, up 24.4%.
Q2 GAAP diluted EPS was $2.03 versus $0.52 a year earlier; adjusted diluted EPS was $3.65 versus $2.97.
2026 adjusted diluted EPS guidance is now $13.87-$14.07 versus $13.91-$14.11, including a $0.14 dilutive impact from Apogee, partly offset by $0.10 of overperformance.
AbbVie agreed to acquire Apogee Therapeutics, valued at a total equity value of about $10.9 billion, with closing expected in the third quarter of 2026.
IES Holdings reported fiscal third-quarter revenue of $1,242.7 million, up 40% from a year earlier, and net income attributable to the company of $153.0 million, up 98%. The board also approved a two-for-one forward stock split, with shares distributed after the close of trading on August 21, 2026 to holders of record on August 14, 2026.
Revenue of $1,242.7 million vs. $890.2 million a year earlier; diluted EPS of $7.57 vs. $3.81
Net income attributable to IES of $153.0 million vs. $77.2 million, including a $26.2 million gain on marketable securities
Residential segment revenue fell 6% to $324.1 million and operating income fell to $16.3 million from $33.4 million
Two-for-one stock split: record date August 14, 2026; one additional share per share held, distributed after the close on August 21, 2026
CubeSmart reported second-quarter 2026 results, with diluted EPS rising to $0.39 from $0.36 a year earlier while FFO, as adjusted, per diluted share fell 3.1% to $0.63. The company said the midpoints of its same-store revenue, same-store NOI and FFO guidance ranges increased, and it set 2026 EPS guidance of $1.58 to $1.64 and FFO, as adjusted, per share guidance of $2.54 to $2.60. The company also agreed to form a Heitman joint venture for 15 stores valued at $197.0 million, expected to close in the fourth quarter of 2026.
Q2 2026 total revenues rose to $286.5 million from $282.3 million, and same-store NOI fell 0.7% year over year
Diluted EPS was $0.39 versus $0.36; FFO, as adjusted, totaled $143.1 million versus $148.9 million
2026 guidance: diluted EPS of $1.58 to $1.64 and FFO, as adjusted, per diluted share of $2.54 to $2.60
Repurchased 1.1 million shares for $42.5 million; revolving credit facility increased from $850 million to $1 billion and extended to June 2030
Gates Industrial Corporation reported second-quarter 2026 net sales of $941.6 million, up 6.6% from a year earlier, and net income attributable to shareholders of $170.9 million, or $0.67 per diluted share, compared with $56.5 million, or $0.22, in the prior-year quarter. The company raised its full-year 2026 guidance for core sales growth, adjusted EBITDA and adjusted earnings per share, which matters to shareholders because it signals higher expected profitability for the year.
Second-quarter net sales were $941.6 million, up 6.6%, with core sales up 4.9%.
Net income attributable to shareholders was $170.9 million, or $0.67 per diluted share, versus $56.5 million, or $0.22, a year earlier; the quarter included an income tax benefit of $78.0 million.
Adjusted net income per diluted share was $0.44, up from $0.39 a year earlier.
Updated 2026 guidance: adjusted EBITDA of $800 million to $830 million (previously $775 million to $835 million) and adjusted EPS of $1.62 to $1.70 (previously $1.52 to $1.68).
Federal Realty Investment Trust reported second quarter 2026 results with total revenue of $335.7 million, up from $311.5 million a year earlier, and diluted earnings per share of $0.97, down from $1.78, mainly because of a lower gain on property sales and the absence of a one-time tax credit in 2025. Core FFO per diluted share rose 6.8% to $1.88, and the company raised its full-year 2026 guidance for earnings and FFO per diluted share, while also raising its quarterly dividend 3% to $1.16 per share.
Q2 2026 diluted EPS was $0.97 versus $1.78 in Q2 2025; gain on sale of real estate was $20.6 million versus $76.5 million
Core FFO per diluted share was $1.88, up from $1.76, a 6.8% increase; Nareit FFO per diluted share was $1.88 versus $1.91
2026 guidance raised: diluted EPS to $4.22 to $4.30 from $3.94 to $4.03; Core FFO per diluted share to $7.48 to $7.56 from $7.46 to $7.55
Quarterly dividend increased to $1.16 per share, payable October 15, 2026, the 59th consecutive annual increase
Balchem reported second quarter 2026 results for the period ended June 30, with net sales of $284.0 million and GAAP net earnings of $44.6 million, both up from the prior year quarter. The filing also discloses a July 24, 2026 amendment that raised its senior secured revolving credit facility from $550 million to $650 million and extended its maturity to July 24, 2031.
Net sales were $284.0 million, up 11.2% from $255.5 million in the second quarter of 2025.
GAAP net earnings were $44.6 million, up 16.6%, and GAAP diluted EPS was $1.39 versus $1.17.
Adjusted EBITDA was $77.9 million, up 12.6%, and sales and earnings from operations rose in all three segments.
On July 24, 2026, the revolving credit facility was increased to $650 million and now matures July 24, 2031.
Dominion Energy reported preliminary second-quarter 2026 results, with operating earnings (non-GAAP) of $712 million ($0.79 per share) up from $649 million ($0.75) a year earlier. GAAP net income fell to $340 million ($0.37 per share) from $760 million ($0.88), with the gap driven largely by non-operating items such as $626 million of nonregulated asset impairments and other charges in the quarter. The company reaffirmed its full-year 2026 operating earnings guidance of $3.45 to $3.69 per share.
Operating revenue was $4,480 million for the quarter, up from $3,810 million in the second quarter of 2025.
GAAP net income was $340 million ($0.37 per share), compared with $760 million ($0.88 per share) a year earlier.
Operating earnings were $712 million ($0.79 per share), compared with $649 million ($0.75 per share).
Full-year 2026 operating earnings guidance of $3.45 to $3.69 per share (midpoint $3.57) was reaffirmed, and the company is holding its earnings call at 11 a.m. ET on July 31, 2026.
Cboe reported second-quarter 2026 net revenue of $731.6 million, up 25% from a year earlier, and diluted EPS of $3.35, up 50%. It raised its 2026 organic total net revenue growth target to 'mid to high teens', which signals higher expected growth for shareholders, while cutting 2026 adjusted operating expense guidance by $11 million tied to the expected third-quarter sale of Cboe Australia.
Net revenue of $731.6 million, up 25%; Options net revenue of $473.9 million, up 30%
Diluted EPS of $3.35, up 50%; adjusted diluted EPS of $3.56, up 45%
2026 organic total net revenue growth target raised to 'mid to high teens' from 'low double-digit to mid teens'
2026 adjusted operating expense guidance of $838 to $853 million reaffirmed, reduced by $11 million for the expected Cboe Australia sale
Linde plc reported second-quarter 2026 sales of $9.3 billion, up 9% from a year earlier, and GAAP diluted EPS of $4.15, up 11%. The company also guided to full-year 2026 adjusted EPS of $17.70 to $17.90, representing 8% to 9% growth, which signals continued earnings growth for shareholders although operating margin fell 60 basis points.
Q2 2026 sales were $9,289 million, up 9%, with underlying sales up 4% from 2% price and 2% volume
Adjusted EPS was $4.50, up 10%; GAAP diluted EPS was $4.15, up 11%
Full-year 2026 adjusted EPS guidance is $17.70 to $17.90; third-quarter guidance is $4.45 to $4.55
Operating margin was 27.5% and adjusted operating margin 29.5%, with operating margin 60 basis points lower than the prior year
TXNM Energy reported second-quarter 2026 GAAP earnings of $0.64 per diluted share, up from $0.22 a year earlier, and ongoing earnings of $0.58 per diluted share, up from $0.25. Electric operating revenues rose to $548.6 million from $502.4 million, but the company will not issue earnings guidance while its proposed $61.25-per-share acquisition by Blackstone Infrastructure is pending, and the agreement's termination date was extended to May 31, 2027.
Q2 2026 GAAP net earnings attributable to TXNM were $71.3 million, versus $21.6 million in Q2 2025.
Q2 2026 ongoing diluted EPS was $0.58, versus $0.25; PNM rose to $0.30 from $0.12 and TNMP to $0.39 from $0.27.
Blackstone Infrastructure agreement termination date extended to May 31, 2027; closing anticipated in the first half of 2027, subject to NMPRC and other approvals.
TXNM does not plan to issue earnings guidance during the pendency of the proposed transaction.
Newell Brands reported second quarter 2026 net sales of $2.0 billion, up 3.0% from a year earlier, and its first year-over-year sales growth in over four years, with diluted EPS of $0.25 versus $0.11. The company raised its full-year 2026 outlook for net sales, normalized operating margin, normalized EPS and operating cash flow, though results included about $126 million pretax in IEEPA tariff recoveries.
Q2 net sales were $1,994 million, up 3.0%; core sales rose 2.3%.
Diluted EPS was $0.25 versus $0.11; normalized diluted EPS was $0.42 versus $0.24.
Full-year 2026 normalized EPS outlook raised to $0.73 to $0.77 from $0.56 to $0.60.
Q2 included about $100 million pretax from 2025 IEEPA tariff recoveries, plus about $26 million from Q1 2026 tariff recoveries.
Church & Dwight reported second-quarter 2026 net sales of $1,530.0 million, up 1.6% from a year earlier, and diluted EPS of $0.85 versus $0.78. Adjusted EPS was $0.89, above the company's $0.88 outlook but down from $0.94 last year, and the company raised its full-year 2026 sales, adjusted EPS and cash from operations outlook. For shareholders, sales and reported earnings grew while adjusted earnings declined, and the company now expects higher full-year results.
Net sales $1,530.0 million, up 1.6%; organic sales up 5.8%; adjusted EPS $0.89 vs. $0.94 a year earlier
Diluted EPS $0.85 vs. $0.78; adjusted income from operations $287.2 million, down $28.7 million
Full-year 2026 outlook: net sales flat to up 1% (prior down 1.5% to 0.5%); adjusted EPS up 6% to 8% (prior 5% to 8%)
Cash from operations now expected at about $1.175 billion (prior $1.150 billion); MISS MOUTH'S brand acquired in June 2026
T. Rowe Price reported second-quarter 2026 results on July 31, 2026. Net revenues rose 10.7% from a year earlier to $1.9 billion, and diluted EPS was $2.88, up from $2.24, while adjusted diluted EPS was $2.57. The firm also recorded net client outflows of $6.5 billion in the quarter, and its effective fee rate excluding performance fees fell to 38.1 basis points.
Net revenues of $1,907.4 million, up 10.7% from Q2 2025 and 2.7% from Q1 2026
Diluted EPS of $2.88 (U.S. GAAP) versus $2.24 a year earlier; adjusted diluted EPS of $2.57
Ending assets under management of $1.9 trillion at June 30, 2026, with net client outflows of $6.5 billion in the quarter
Operating expenses rose 9.8% to $1,366.9 million, including a $6.7 million restructuring charge
Moderna reported second-quarter 2026 revenue of $145 million, up from $142 million a year earlier, and a GAAP net loss of $(0.8) billion, or $(1.97) per share, versus $(2.13) per share in the prior-year quarter. The company improved its 2026 operating expense outlook, lowering R&D to approximately $2.9 billion and projecting year-end cash and investments of $4.7 to $5.2 billion, but its norovirus candidate mRNA-1403 did not meet early-success criteria at a Phase 3 interim analysis.
Q2 2026 revenue $145 million vs $142 million; net loss $(782) million vs $(825) million
Loss per share $(1.97) vs $(2.13) in Q2 2025
2026 R&D now approximately $2.9 billion (from $3.0 billion); cost of sales approximately $1.7 billion (from $1.8 billion), including a $0.9 billion litigation settlement charge
mRNA-1403 norovirus Phase 3 missed interim early-success criteria; mFLUSIVA U.S. PDUFA date is August 5, 2026
AutoNation reported second-quarter 2026 results, with revenue of $6.9 billion, down 1% from a year earlier. GAAP diluted EPS was $5.39, up from $2.26, and adjusted EPS was $5.56, up 2% from $5.46. For shareholders, profit rose while sales and gross profit fell.
Revenue was $6.9 billion, down 1% year over year, and gross profit was $1.2 billion, down 3%.
GAAP diluted EPS was $5.39 versus $2.26 a year ago; adjusted EPS was $5.56 versus $5.46.
Same-store new vehicle retail unit sales fell 5% and used vehicle retail unit sales fell 8%.
The company repurchased $457 million of shares in the first half of 2026.
Eaton reported record second-quarter 2026 sales of $8.5 billion, up 21% from a year earlier, and adjusted earnings per share of $3.15, a second-quarter record. GAAP earnings per share fell to $2.11 from $2.51, mainly due to acquisition-related and amortization charges, and the company raised its full-year adjusted EPS guidance to $13.40 to $13.60. The company also agreed to separate its Mobility business through a Reverse Morris Trust transaction with Dana, expected to close in the first quarter of 2027.
Q2 2026 sales were $8.5 billion, up 21%, including 14% organic growth and 7% from acquisitions.
GAAP diluted EPS was $2.11 versus $2.51 a year earlier; adjusted EPS was $3.15 versus $2.95.
Full-year 2026 adjusted EPS guidance was raised to $13.40 to $13.60; GAAP EPS guidance is $10.36 to $10.56.
Mobility business to be combined with Dana in a deal expected to close in the first quarter of 2027; Eaton shareholders expected to own at least 50.1% of the combined company.
Lear reported second-quarter 2026 sales of $6.2 billion, up 3%, and net income attributable to Lear of $193 million, up from $165 million a year earlier. The company also raised the midpoints of its full-year 2026 outlook and narrowed most ranges, which points to higher expected earnings and cash flow for shareholders.
Q2 2026 diluted EPS was $3.79 versus $3.06; adjusted EPS was $4.28 versus $3.47 in Q2 2025.
Core operating earnings were $313 million, up 7% from $292 million, and free cash flow was $288 million versus $171 million.
Full-year 2026 outlook: net sales of $23.54 billion to $24.01 billion and core operating earnings of $1.08 billion to $1.20 billion.
Lear repurchased $100 million of shares in the quarter and had about $600 million of authorization remaining at quarter-end.
Timken's board appointed Stephen P. Ribaudo, formerly a Carrier Global executive, as Executive Vice President and Chief Operating Officer effective September 1, 2026. The company also said Timothy A. Graham will become Executive Vice President and Chief Commercial Officer once Ribaudo starts, a senior leadership change that shareholders may watch as the company's management team takes shape.
Stephen P. Ribaudo, age 41, becomes EVP and COO effective September 1, 2026; he most recently was SVP and General Manager of Commercial HVAC Americas at Carrier Global since April 2026
Base salary of $670,000 per year, with a 2026 annual incentive target of 80% of base salary
Make-whole RSU award of $1,000,000 and a $250,000 cash sign-on payment; 2026 long-term equity target of at least $1,794,000
Timothy A. Graham to be appointed EVP and Chief Commercial Officer, effective upon Ribaudo's start date
nVent reported second-quarter 2026 sales of $1.5 billion, up 53%, and diluted EPS of $1.32, up 103%, with adjusted EPS of $1.45, up 69%. The company raised its full-year 2026 guidance, including adjusted EPS of $5.00 to $5.10, up from $4.45 to $4.55, which signals a higher earnings outlook for shareholders.
Q2 2026 operating income was $301 million, up 92%; adjusted operating income was $323 million, up 61%.
Full-year 2026 reported sales growth guidance is 37% to 39%, up from 26% to 28%.
Full-year 2026 GAAP EPS guidance is $4.29 to $4.39, up from $3.68 to $3.78; adjusted EPS guidance is $5.00 to $5.10, up from $4.45 to $4.55.
Third-quarter 2026 adjusted EPS is estimated at $1.35 to $1.38; a $0.21 quarterly dividend is payable August 7, 2026.
LyondellBasell reported second-quarter 2026 net income of $559 million, or $1.71 per diluted share, up from $125 million, or $0.38, in the first quarter, as higher margins amid Middle East supply disruptions lifted results. The quarter included $842 million of identified items, net of tax, mainly a $734 million pre-tax loss on the May 2026 divestiture of select European olefins and polyolefins assets. The company expects supply conditions to remain volatile and its recovery period to likely extend into 2027, with lower third-quarter operating rates at some assets.
Net income of $559 million ($1.71 per diluted share) versus $125 million ($0.38) in Q1 2026 and $115 million ($0.34) in Q2 2025.
Excluding identified items, net income was $1.4 billion, or $4.30 per diluted share, after a $734 million pre-tax loss on sale of European assets.
Sales and other operating revenues were $9,177 million, up from $7,197 million in Q1 2026 and $7,658 million in Q2 2025.
Third-quarter 2026 operating rates expected at 85% for North American O&P assets, 70% for European O&P assets and 85% for Intermediates & Derivatives assets.
ExxonMobil reported second-quarter 2026 U.S. GAAP earnings of $14.5 billion, or $3.48 per share, up from $4.2 billion, or $1.00 per share, in the first quarter. Adjusted earnings were $14.7 billion, or $3.52 per share, and free cash flow was $17.2 billion. The company also declared a third-quarter dividend of $1.03 per share and returned $9.4 billion to shareholders in the quarter, including $5.1 billion in share repurchases.
Q2 2026 U.S. GAAP earnings were $14.5 billion, or $3.48 per share, versus $4.2 billion, or $1.00 per share, in Q1 2026
Year-to-date earnings were $18.7 billion, compared with $14.8 billion a year earlier
Shareholder distributions totaled $9.4 billion in the quarter, including $4.3 billion in dividends and $5.1 billion in share repurchases
Third-quarter dividend of $1.03 per share is payable September 10, 2026, to holders of record on August 17, 2026
Carter's reported second-quarter fiscal 2026 net sales up 5.2% to $615.5 million, and GAAP operating income of $139.8 million and diluted EPS of $2.87 were boosted by a $132 million recovery of previously paid import duties and interest. The company's full-year outlook projects adjusted diluted EPS to fall by a high single-digit to low double-digit percentage from $3.47, so the quarter's gains do not carry through to the full year.
Net sales were $615.5 million, up 5.2% from $585.3 million; U.S. Retail comparable sales rose 5.1%.
GAAP diluted EPS was $2.87 versus $0.01, including a $127.7 million tariff refund recovery; adjusted diluted EPS was $0.26 versus $0.17.
Fiscal 2026 outlook projects net sales growth of 2% to 3% and adjusted diluted EPS down high single-digit to low double-digit percent from $3.47.
Third-quarter outlook projects adjusted diluted EPS of about $0.85, compared with $0.74 in the third quarter of fiscal 2025.
Chevron reported unaudited second quarter 2026 earnings of $12.1 billion, or $6.11 per diluted share, compared with $2.49 billion, or $1.45 per share, a year earlier. Adjusted earnings were $12.0 billion ($6.06 per share), and the company declared a $1.78 quarterly dividend, showing higher profit and continued shareholder payouts.
Second quarter 2026 earnings were $12.1 billion ($6.11 per diluted share), versus $2.49 billion ($1.45 per share) in second quarter 2025.
Adjusted earnings were $12.0 billion ($6.06 per diluted share), after an asset sale gain of $230 million and pension settlement costs of $86 million.
Total debt was reduced by $8.4 billion in the quarter, and net debt fell to $28.5 billion at June 30, 2026 from $34.5 billion at December 31, 2025.
Quarterly dividend of $1.78 per share is payable September 10, 2026, to holders of record at the close of business on August 19, 2026.
Protolabs reported record second quarter 2026 revenue of $149.3 million, up 10.6% from a year earlier, and GAAP diluted EPS of $0.37 versus $0.18 in the prior-year quarter. The company raised its full-year 2026 revenue growth guidance to 8% to 10%, from 6% to 8%, and gave third-quarter revenue guidance of $145.0 million to $153.0 million.
Q2 2026 revenue was a record $149.3 million, up 10.6% year-over-year; GAAP net income was $9,152 thousand, versus $4,427 thousand a year earlier
Non-GAAP diluted EPS was $0.60 versus $0.41 in Q2 2025; GAAP diluted EPS was $0.37 versus $0.18
Full-year 2026 revenue growth guidance raised to 8% to 10%, from 6% to 8%
Q3 2026 outlook: revenue of $145.0 million to $153.0 million and GAAP diluted EPS of $0.34 to $0.42
BrightSpring reported second quarter 2026 net revenue of $3.87 billion, up 23.0% from a year earlier, and net income of $87 million compared with $9 million in the second quarter of 2025. The company also raised its full-year 2026 revenue and Adjusted EBITDA guidance, which excludes the Community Living business it divested on March 30, 2026. For shareholders, the quarter shows higher revenue and profit and a higher full-year outlook.
Q2 2026 net revenue of $3,873 million, up 23.0% from $3,148 million; gross profit of $493 million, up 31.5%
Net income of $87 million vs. $9 million in Q2 2025; diluted EPS of $0.38 vs. $0.13 attributable to common shareholders
Full-year 2026 revenue guidance raised to $15,100 million to $15,425 million; Adjusted EBITDA guidance raised to $820 million to $845 million
Leverage fell to 2.15x at June 30, 2026, from 2.27x at March 31, 2026, after a $300.0 million First Lien Facility paydown
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