1,916 material Form 8-K filings that 1,609 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).
Southern Copper reported record second-quarter 2026 net sales of $4,289.0 million, up 40.6%, and net income of $1,670.0 million, up 71.6%, driven mainly by higher metal prices. Copper sales volume fell 1.5% and mined copper output fell 3.5% from a year earlier, which the company attributed to lower production at its Peruvian mines.
Net sales $4,289.0 million, up 40.6% from $3,051.0 million in 2Q25
Net income $1,670.0 million, or $2.01 per share, versus $973.4 million, or $1.17 per share, in 2Q25
Adjusted EBITDA $2,856.0 million, up 59.5%; mined copper production 230,662 tonnes, down 3.5%
Board declared quarterly cash dividend of $1.10 per share plus 0.0120 shares stock dividend, payable August 27, 2026 to holders of record August 11, 2026
KKR Real Estate Finance Trust (KREF) reported a second-quarter 2026 net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, compared with a loss of $61.9 million, or $0.96 per share, in the first quarter. The loss was driven mainly by a $119.8 million provision for loan losses, and the company's Board has begun a strategic review that may include a sale of the company or a merger.
Net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, for the quarter ended June 30, 2026, versus $61.9 million, or $0.96 per share, for the quarter ended March 31, 2026
Provision for loan losses of $119.8 million ($1.92 per diluted share); book value per share was $10.24 as of June 30, 2026
Distributable loss of $36.4 million, or $0.58 per share, versus a distributable loss of $4.1 million, or $0.06 per share, in the first quarter; dividend of $0.10 per share
Board established a strategic review committee to evaluate alternatives that may include a sale of the company or a merger; no definitive timetable has been set
AAR reported fourth-quarter fiscal 2026 results for the period ended May 31, 2026, with sales up 23% to $928 million and GAAP diluted EPS of $1.27 versus $0.95 a year earlier. The company also gave first-quarter and full-year fiscal 2027 sales and margin guidance, which shareholders can compare with these results.
Q4 sales of $928.0 million, up 23% from $754.5 million; net income of $50.7 million vs $34.0 million
Adjusted diluted EPS of $1.53 vs $1.16; adjusted EBITDA of $116 million, up 27%
Fiscal 2026 sales of $3.3 billion, up 19%; net income of $187.7 million, or $4.86 per diluted share, vs $12.5 million in fiscal 2025
Q1 fiscal 2027 guidance: sales growth excluding Legacy Commercial Programs of 21% to 23% and adjusted EBITDA margin of 12.25% to 12.75%
EQT reported second quarter 2026 net income attributable to EQT of $211 million, or $0.34 per diluted share, down from $784 million, or $1.30, a year earlier, while sales volume rose to 634 Bcfe from 568 Bcfe. The company raised its full-year 2026 sales volume guidance and cut its full-year capital expenditure guidance by $25 million. For shareholders, production and debt reduction improved, but reported earnings declined year over year.
Net income attributable to EQT was $211 million, or $0.34 per diluted share, versus $784 million, or $1.30, in the second quarter of 2025.
Adjusted EPS was $0.39 versus $0.45 a year earlier; average realized price was $2.65 per Mcfe versus $2.81.
Full-year 2026 sales volume guidance raised to 2,375 to 2,450 Bcfe; full-year capital spending guidance reduced by $25 million.
Total debt was $5.7 billion at June 30, 2026, down from $7.8 billion at December 31, 2025; the Blackline Midstream acquisition for $77 million closed July 21, 2026.
Community Bancorp. reported second-quarter 2026 results on July 21, 2026, in Exhibit 99.1 to a Form 8-K. Earnings per share rose to $0.84 from $0.72 a year earlier, and net interest income increased 13.68% to $11.2 million, while credit loss expense rose to $720,967 from $407,046. For shareholders, the results show higher profit and a quarterly cash dividend of $0.25 per share payable August 1, 2026.
Q2 2026 earnings per share were $0.84, compared with $0.72 in Q2 2025.
Six-month earnings per share were $1.62, compared with $1.34 in the same period of 2025.
Q2 net interest income rose 13.68% to $11.2 million; credit loss expense was $720,967 versus $407,046.
Total assets were $1.17 billion at June 30, 2026, up 0.53% from a year earlier but down $114.8 million from year end 2025; a $0.25 dividend is payable August 1, 2026 to holders of record on July 15, 2026.
Alaska Air Group reported a second-quarter 2026 GAAP net loss of $76 million, or $0.68 per share, compared with net income of $172 million a year earlier, as aircraft fuel cost $4.43 per gallon, up 85% year-over-year. Total operating revenue rose 10% to $4.1 billion, and the company guided to third-quarter adjusted earnings per share of $0.00 to $1.00, so shareholders face a weaker quarter in profit terms but a guided improvement ahead.
Q2 total operating revenue rose 10% year-over-year to $4.1 billion; GAAP net loss was $76 million, or $0.68 per share, versus net income of $172 million in Q2 2025.
Adjusted net loss was $102 million, or $0.92 per share; the company cited $600 million of incremental fuel cost in the quarter.
Q3 2026 guidance: adjusted earnings per share of $0.00 to $1.00, unit revenue up low double digits year-over-year, and economic fuel cost of $3.75 per gallon.
The company raised $1 billion in financing in Q2, including $500 million of 6.5% senior unsecured notes, and reported $3.8 billion in available liquidity at June 30, 2026.
Weatherford reported second-quarter 2026 revenue of $1,105 million, down 8% from a year earlier, and net income of $39 million, down 71% year-over-year. CEO Girish Saligram said the total-year outlook was slightly reduced because of Middle East disruption tied to the Iran conflict, though operating cash flow and adjusted free cash flow rose.
Q2 revenue $1,105 million, down 4% sequentially and 8% year-over-year; net income $39 million, or $0.55 per diluted share, versus $1.87 a year earlier
Operating cash flow $175 million and adjusted free cash flow $139 million, both up from the prior quarter and the prior year
Full-year 2026 outlook slightly reduced; second-half margin contribution expected to rise from the first half
Board declared a $0.275 per share dividend payable September 3, 2026; acquisition of NCS Multistage announced
Hanmi Financial reported second-quarter 2026 net income of $23.5 million, or $0.79 per diluted share, up from $22.6 million, or $0.75 per share, in the first quarter. Net interest income rose 1.0% to $63.9 million, while the net interest margin slipped two basis points to 3.36%, and the company returned 58% of earnings to shareholders through dividends and buybacks. Shareholders see higher headline earnings, with the filing not providing formal guidance figures.
Net income $23.5 million, or $0.79 per diluted share, versus $22.6 million, or $0.75, in Q1 2026
Net interest income up 1.0% to $63.9 million; net interest margin down two basis points to 3.36%
Credit loss expense fell to $1.2 million from $2.9 million; nonperforming loans were 0.15% of total loans
Returned $8.3 million in dividends and $5.2 million in share repurchases, or 58% of second-quarter earnings
WesBanco reported second-quarter 2026 results, with net income available to common shareholders of $88.4 million, or $0.91 per diluted share, up from $54.9 million, or $0.57, a year earlier. The year-earlier quarter included $32.4 million in after-tax restructuring and merger-related expenses, which the company excludes from its adjusted figures; on that adjusted basis, diluted EPS was $0.92 versus $0.91. The company also reported loan growth, a 3.63% net interest margin and a 51.2% efficiency ratio.
Q2 2026 net income available to common shareholders was $88.4 million, or $0.91 per diluted share, versus $54.9 million, or $0.57, in Q2 2025.
Adjusted diluted EPS, excluding restructuring and merger-related expenses, was $0.92 versus $0.91 a year earlier (non-GAAP).
Six-month net income available to common shareholders was $172.8 million, or $1.79 per diluted share, versus $43.4 million, or $0.50, in the first half of 2025.
Net interest margin was 3.63%, up 4 basis points year-over-year; the company will hold a conference call on July 22, 2026 at 9:00 a.m. ET.
Metropolitan Bank Holding Corp. reported second-quarter 2026 net income of $19.2 million, or $1.54 per diluted share, down from $2.92 in the first quarter and $1.76 a year earlier. Revenue rose to $93.0 million, but a $13.3 million credit loss provision tied mainly to one commercial and industrial loan and $3.3 million of isolated expenses weighed on profit. The board also approved a $50.0 million buyback and raised the quarterly dividend to $0.35 per share from $0.25.
Diluted EPS was $1.54 for Q2 2026, versus $2.92 in Q1 2026 and $1.76 in Q2 2025; net income was $19.2 million.
Net interest income rose 22.8% year over year to $90.4 million; net interest margin was 4.08%.
Provision for credit losses was $13.3 million, driven mainly by a single C&I loan; non-interest expense of $51.8 million included a $1.8 million one-time legal accrual.
Board approved a $50.0 million share repurchase program on June 19, 2026, and declared a $0.35 quarterly dividend on July 20, 2026.
Western Alliance Bancorporation reported results for the quarter ended June 30, 2026, furnishing a press release and earnings presentation under Item 2.02 of Form 8-K. Net income was $268.8 million, or $2.36 per diluted share, up from $237.8 million and $2.07 a year earlier, and net revenue was $995.7 million, up 17.7% from a year earlier but down 2.3% from the first quarter. For shareholders, the headline profit and revenue measures improved year over year, while the first quarter included a $126.4 million charge-off of the Leucadia Asset Management loan.
Net income of $268.8 million and diluted EPS of $2.36 for Q2 2026, versus $237.8 million and $2.07 for Q2 2025
Net revenue of $995.7 million, up 17.7% year over year and down 2.3% from the first quarter's $1.0 billion
Provision for credit losses fell to $80.4 million from $213.2 million in Q1 2026, which included the $126.4 million LAM loan charge-off
Net interest margin was 3.53%, flat from Q2 2025; the company will discuss results on a conference call at 12:00 p.m. ET on July 22, 2026
The Charles Schwab Corporation reported record second-quarter 2026 net revenues of $7.1 billion, up 21% from a year earlier, and GAAP diluted earnings per share of $1.54, up 43% from $1.08. Excluding $170 million of pre-tax transaction-related costs, adjusted EPS was $1.62. The results were released ahead of the company's Summer Business Update for institutional investors.
Net revenues rose 21% year-over-year to a record $7.1 billion; GAAP net income was $2.8 billion, up 32%.
GAAP diluted EPS was $1.54 versus $1.08 a year earlier; adjusted EPS was $1.62 versus $1.14.
Core net new assets totaled $119.8 billion for the quarter, and the company repurchased 11.2 million shares for $1.0 billion.
The company redeemed $2.1 billion of Series I Preferred Stock and issued $1.5 billion of Series L Preferred Stock during the quarter.
Nicolet Bankshares reported second quarter 2026 net income of $57 million, or $2.62 per diluted share, up from $15 million, or $0.81 per share, in the first quarter, when merger-related expenses were larger. The company also declared a $0.36 quarterly dividend payable September 15, 2026, and said it repurchased $40 million of its common stock during the quarter. Results include a full quarter of MidWest One following the February 13, 2026 acquisition.
Net income of $57 million and diluted EPS of $2.62 for Q2 2026, versus $15 million and $0.81 in Q1 2026; core diluted EPS (non-GAAP) was $2.99
Net interest margin rose to 4.14% from 3.98% in Q1 2026; merger-related expense fell to $7.4 million from $40.7 million
Repurchased 267,310 shares for $40 million in Q2 and authorized $150 million in additional repurchases
Quarterly dividend of $0.36 per share, payable September 15, 2026, to holders of record as of September 1, 2026; Denver branch sale to Sunwest Bank expected to close in Q3 2026
Annaly Capital Management reported second-quarter 2026 results for the quarter ended June 30, 2026, with GAAP net income of $1.06 per average common share, up from $0.33 in the first quarter and $0.03 a year earlier. The company also raised its quarterly common dividend to $0.75 per share from $0.70, and said earnings available for distribution of $0.79 per share exceeded the dividend.
GAAP net income of $1.06 per average common share, versus $0.33 in the first quarter of 2026 and $0.03 in the second quarter of 2025
Earnings available for distribution of $0.79 per average common share, versus $0.76 in the prior quarter and $0.73 a year earlier
Book value per common share of $20.15, up from $19.82 at March 31, 2026; GAAP leverage rose to 7.4x from 7.3x
Common stock dividend increased to $0.75 per share; the company will hold its earnings call on July 22, 2026 at 9:00 a.m. Eastern Time
AMERISAFE reported second-quarter 2026 results for the period ended June 30, 2026. Net premiums earned rose 11.4% to $77.3 million and GAAP diluted EPS rose to $0.78 from $0.73, but operating earnings per share fell 17.0% to $0.44 and the net combined ratio worsened to 95.4% from 91.7%, so shareholders see higher revenue and reported earnings alongside weaker core underwriting profit.
Net premiums earned up 11.4% to $77.3 million; net income up 4.6% to $14.6 million
Operating EPS fell 17.0% to $0.44 from $0.53; underwriting profit fell 37.9% to $3.6 million
Net combined ratio rose to 95.4% from 91.7%; return on average equity was 23.5% for the quarter
Board declared a quarterly dividend of $0.41 per share on July 21, 2026, payable September 25, 2026
First Community Bankshares reported record second-quarter 2026 net income of $22.51 million, or $1.19 per diluted share, up from $12.25 million a year earlier. The filing says the result includes a $10.39 million pre-tax gain from selling the company's stake in Bearing Insurance, and adjusted net income for the quarter was $14.38 million, up 17.47%. The company also declared a quarterly cash dividend of $0.33 per share, payable August 21, 2026.
Q2 2026 net income was a record $22.51 million, or $1.19 per diluted share, versus $12.25 million in Q2 2025.
Adjusted net income excluding non-recurring items was $14.38 million, up 17.47% from the same quarter of 2025.
Quarterly cash dividend of $0.33 per share, up $0.02 from the prior quarter, payable August 21, 2026 to holders of record August 7, 2026.
Non-performing assets fell to $17.15 million at June 30, 2026, from $19.11 million a year earlier.
Triumph Financial reported second-quarter 2026 net income to common stockholders of $10.6 million, or $0.44 per diluted share, in a shareholder letter furnished with this 8-K. The letter says non-core items reduced EPS by $0.13, mostly tied to ongoing efficiency initiatives, and that Factoring and Payments revenue grew from the prior quarter.
Net income to common stockholders was $10.6 million, or $0.44 per diluted share, for the quarter ended June 30, 2026; non-core items reduced EPS by $0.13.
Factoring pretax operating income was $20.9 million, with revenue up 26.9% from the prior quarter and an operating margin of 39.4%.
Payments total revenue was $22.3 million, up 16.7% from the prior quarter and 29.4% year over year.
Intelligence total revenue was $2.4 million, flat from the prior quarter, with customer churn and lower ARR exiting June cited in the letter.
FVCBankcorp reported net income of $8.2 million, or $0.45 per diluted share, for the quarter ended June 30, 2026, up from $5.7 million, or $0.31 per share, a year earlier. The company called the results record earnings, but the quarter included a one-time $847 thousand pre-tax gain from the sale of its interest in Bearing Insurance Group, and the company also declared a $0.07 per share quarterly dividend.
Net income was $8.2 million for the quarter, up 45% from $5.7 million a year earlier and up 29% from $6.4 million in the first quarter of 2026.
Core operating earnings, a non-GAAP measure that excludes the one-time gain, rose 36% to $7.6 million.
Net interest margin widened to 3.53% from 2.90% a year earlier, and included $1.0 million in loan prepayment fees.
The board declared a $0.07 per share cash dividend, payable August 17, 2026, to holders of record on July 27, 2026.
National Bank Holdings reported second-quarter 2026 net income of $26.5 million, or $0.58 per diluted share, up from $20.8 million and $0.46 in the first quarter but down from $34.0 million and $0.88 a year earlier. Results include $11.4 million of acquisition and restructuring charges, and adjusted net income was $35.3 million, or $0.78 per diluted share.
Q2 2026 net income $26.5 million, $0.58 per diluted share, versus $20.8 million, $0.46 in Q1 2026 and $34.0 million, $0.88 in Q2 2025
Acquisition and restructuring charges of $11.4 million in Q2 2026 versus $15.3 million in Q1 2026; adjusted net income $35.3 million, $0.78 per diluted share
Loans increased $162.6 million to $9.8 billion at June 30, 2026; quarterly loan fundings of $926.9 million
Six-month net income $47.3 million, $1.04 per diluted share, versus $58.3 million, $1.51 in the first six months of 2025
Interactive Brokers Group reported results for the quarter ended June 30, 2026, with GAAP diluted EPS of $0.69, up from $0.51 a year earlier, and net revenues of $1.90 billion, up from $1.48 billion. Higher customer trading volumes and net interest income drove the gains, and the board declared a quarterly dividend of $0.0875 per share.
GAAP diluted EPS was $0.69 for the quarter versus $0.51 in the year-ago quarter; adjusted diluted EPS was also $0.69.
Net revenues were $1.90 billion versus $1.48 billion a year earlier; adjusted net revenues were $1.88 billion.
Income before income taxes was $1.46 billion versus $1.10 billion a year earlier.
Quarterly cash dividend of $0.0875 per share is payable September 14, 2026, to holders of record as of September 1, 2026.
Supermicro gave a preliminary, unaudited update for the fourth quarter of fiscal 2026 ended June 30, 2026. Revenue is estimated near the low end of its $11.0 billion to $12.5 billion guidance, while gross margins are estimated at 15% to 17%, well above the 8.2% to 8.4% guidance. The company also said new orders exceeded $60 billion in the quarter, and that the Board's independent export-control review could affect its forecasts and these preliminary results.
Q4 fiscal 2026 revenue estimated near the low end of the $11.0 billion to $12.5 billion guidance range
GAAP and non-GAAP gross margins estimated at 15% to 17%, versus guidance of 8.2% to 8.4%, mainly due to customer and product mix
New orders exceeded $60 billion in Q4 fiscal 2026, with delivery expected over future quarters
Earnings call scheduled for August 11, 2026, at 5:00 p.m. ET; figures remain subject to closing procedures and an independent Board review
Chubb reported second quarter 2026 net income of $2.85 billion, or $7.30 per share, down 3.8% from $2.97 billion a year earlier, while core operating income rose 14.6% to $2.84 billion, or $7.26 per share. Consolidated net premiums written rose 3.6% to $14.7 billion, and the company returned $1.37 billion to shareholders in the quarter through buybacks and dividends.
Net income was $2.85 billion ($7.30 per share) versus $2.97 billion ($7.35 per share) a year earlier
Core operating income was $2.84 billion ($7.26 per share), up 18.2% per share, with a P&C combined ratio of 83.8%
Consolidated net premiums written were $14.7 billion, up 3.6%; P&C net premiums written rose 3.0% to $12.77 billion
Capital returned to shareholders in the quarter was $1.37 billion, including $979 million of share repurchases and $395 million of dividends
FedEx filed unaudited supplemental historical financials recast for its new December fiscal year end and the June 1, 2026 spin-off of FedEx Freight, which is now presented as discontinued operations. On a recast basis, calendar 2025 revenue rose to $82.5 billion from $79.1 billion in 2024, and diluted earnings per share rose to $19.09 from $17.08. The figures are for information only and do not restate previously issued statements.
Fiscal year changed from May 31 to December 31, effective June 1, 2026; a seven-month transition period runs through December 31, 2026, covered in a Transition Report on Form 10-K.
Calendar 2025 recast total revenue was $82,463 million vs. $79,130 million in 2024; total operating income was $4,554 million vs. $3,272 million.
Diluted EPS for calendar 2025 was $19.09 vs. $17.08 in 2024; continuing operations diluted EPS was $14.62 vs. $10.74.
FedEx announced on July 1, 2026 that it will sell FedEx Supply Chain to CMA CGM Group for $1.4 billion, with closing expected in the second half of calendar 2026.
Pegasystems reported second-quarter 2026 revenue of $420.7 million, up 9% from a year earlier, while GAAP net income fell 56% to $13.3 million. The company said clients delayed purchasing decisions amid AI market changes, so ACV growth slowed significantly in the first half and may keep weighing on ACV growth and cash flow for the rest of 2026.
Q2 2026 total revenue was $420.7 million, up 9% from $384.5 million; first-half revenue was $850.7 million, down 1%.
Q2 GAAP diluted EPS was $0.08 versus $0.17; non-GAAP diluted EPS was $0.35 versus $0.28.
Annual contract value (ACV) reached $1.62 billion at June 30, 2026, up 7% (8% in constant currency); Pega Cloud ACV rose 22%.
First-half free cash flow was $288.3 million versus $286.5 million, but management warned cash flow may be adversely affected for the rest of the year.
Bank First Corporation reported second-quarter 2026 net income of $24.7 million, or $2.21 per share, up from $16.9 million, or $1.71 per share, a year earlier and from $20.0 million, or $1.78 per share, in the first quarter. The results reflect the Centre acquisition, which added $1.48 billion in assets on January 1, 2026, and the board declared a quarterly dividend of $0.60 per share, up 33.3% from the prior-year second quarter.
Net interest income was $55.0 million, up $18.3 million from the second quarter of 2025.
Noninterest expense was $34.4 million, including $3.3 million of acquisition-related expenses, compared with $39.1 million in the first quarter.
Adjusted earnings per share (non-GAAP) were $2.45 for the quarter, versus $1.69 a year earlier.
The quarterly dividend of $0.60 per share is payable October 7, 2026, to shareholders of record as of September 23, 2026.
Capital One reported second-quarter 2026 net income of $3.0 billion, or $4.73 per diluted share, up from $3.34 in the first quarter and compared with a net loss of $4.3 billion in the second quarter of 2025. Total net revenue rose 4% to $15.9 billion, while non-interest expense rose 7% to $9.0 billion, and the company said adjusted EPS was $5.81 excluding adjusting items for acquisition amortization and integration costs.
Net income of $3.0 billion, or $4.73 per diluted share, versus $3.34 per share in Q1 2026 and a net loss of $4.3 billion ($8.58 per share) in Q2 2025
Adjusted EPS of $5.81 excludes $494 million of acquisition amortization, $298 million of Discover integration expenses and $96 million of Brex integration expenses, all pre-tax
Total net revenue rose 4% to $15.9 billion; non-interest expense rose 7% to $9.0 billion
Provision for credit losses fell $1.1 billion to $3.0 billion, including a $662 million loan reserve release
East West Bancorp reported second quarter 2026 net income of $364 million, or $2.63 per diluted share, up 18% from $2.24 a year earlier. Total revenue of $791 million was a record and rose 12% year over year, while total loans and deposits also reached record levels as of June 30, 2026. The company did not repurchase any shares in the quarter and declared a $0.80 per share third quarter dividend payable August 17, 2026.
Diluted EPS of $2.63 versus $2.57 in the first quarter of 2026 and $2.24 in the second quarter of 2025
Total revenue of $791 million, up from $774 million in the first quarter and $703 million a year earlier
Total loans reached a record $59.0 billion and total deposits a record $70.1 billion as of June 30, 2026
Quarterly common dividend of $0.80 per share payable August 17, 2026 to holders of record as of August 3, 2026
Hancock Whitney reported second quarter 2026 net income of $127.0 million, or $1.55 per diluted share, compared with $47.4 million, or $0.57 per share, in the first quarter, which included a $98.6 million pretax securities portfolio restructuring loss. Year over year, EPS rose from $1.32 in the second quarter of 2025. The company also said it expects to close its acquisition of One Florida Bank on August 1.
Net income $127.0 million, or $1.55 per diluted share, versus $47.4 million, or $0.57, in Q1 2026 and $113.5 million, or $1.32, in Q2 2025
Total loans rose $588.3 million, or 2%, to $24.6 billion; total deposits rose $547.6 million, or 2%, to $29.6 billion, both from March 31, 2026
CET1 ratio estimated at 13.18%, down 11 bps linked quarter; the company repurchased 712,966 shares at an average price of $68.28 during the quarter
Acquisition of One Florida Bank expected to close on August 1, 2026
TrustCo Bank Corp NY reported second-quarter 2026 net income of $17.0 million, up 12.8% from $15.0 million a year earlier, with diluted earnings per share of $0.98 versus $0.79. The increase was driven mainly by higher net interest income, which rose 9.2% to $45.6 million as loan repricing and lower funding costs lifted the net interest margin to 2.87%. Shareholders also see book value per share of $38.53 at June 30, 2026, up from $36.75, and an $844 thousand unrealized gain on equity securities included in the quarter.
Diluted EPS of $0.98 for the quarter ended June 30, 2026, compared with $0.79 a year earlier, an increase of 24.1%
Net interest income of $45.6 million, up 9.2%; net interest margin of 2.87% compared with 2.71%
Nonperforming loans of $21.8 million, or 0.40% of total loans, compared with $17.9 million, or 0.35%, a year earlier
Six-month net income of $33.3 million, or $1.89 diluted EPS, compared with $29.3 million, or $1.54, in the first half of 2025
Mueller Industries reported second quarter 2026 results for the quarter ended June 27, 2026, with net sales up to $1.43 billion from $1.14 billion a year earlier and net income attributable to the company up to $249.7 million from $245.9 million. Diluted EPS rose to $1.13 from $1.11, adjusted for the two-for-one stock split effective June 30, 2026, and the company did not provide new guidance in the release.
Net sales rose to $1.43 billion from $1.14 billion in the prior-year quarter.
Operating income rose to $310.0 million from $304.2 million; the prior-year quarter included a $36.3 million insurance gain.
Diluted EPS was $1.13 versus $1.11, and dividends per share increased to $.175 from $.125, both adjusted for the stock split.
The company spent $138.3 million to acquire Bison Metals Technologies LLC and completed the Chicago Extruded Metals acquisition on June 12, 2026.
Forestar Group reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026. Net income attributable to Forestar rose 9% to $35.9 million, or $0.70 per diluted share, and revenue rose 4% to $407.0 million, while the company kept its fiscal 2026 lot delivery and revenue guidance unchanged.
Net income attributable to Forestar rose 9% to $35.9 million, or $0.70 per diluted share, versus $0.65 a year earlier
Revenue rose 4% to $407.0 million on 3,659 lots sold; nine-month lots sold fell 9% to 8,541
Fiscal 2026 guidance maintained: 14,000 to 14,500 lots delivered and $1.6 billion to $1.7 billion in revenue
Total liquidity of $1.1 billion and a net debt to total capital ratio of 17.7% at June 30, 2026
D.R. Horton reported fiscal third-quarter 2026 results for the period ended June 30, 2026. Net income attributable to the company fell 12% to $904.9 million, and diluted earnings per share fell 5% to $3.20, while revenue was roughly flat at $9.2 billion. The company also updated its fiscal 2026 revenue and homes-closed guidance and declared a $0.45 quarterly dividend.
Net income attributable to D.R. Horton decreased 12% to $904.9 million; diluted EPS decreased 5% to $3.20 for the quarter.
Consolidated revenues were $9.2 billion, and homes closed rose 4% to 23,983 homes.
Fiscal 2026 consolidated revenue guidance was updated to $32.5 billion to $33.0 billion.
Quarterly dividend of $0.45 per share declared, payable August 13, 2026 to holders of record on August 6, 2026.
Steel Dynamics reported second quarter 2026 net sales of $6.1 billion and net income of $534 million, or $3.69 per diluted share, compared with $299 million, or $2.01 per diluted share, a year earlier. Results were reduced by a $16 million non-cash asset impairment charge tied to relocating a planned aluminum recycled slab center from Arizona to Mississippi. The filing gives no numeric guidance; management said steel pricing and demand improved and expects aluminum volumes and profitability to rise in the second half of 2026 and in 2027.
Net sales were $6.1 billion, up from $4.6 billion in the second quarter of 2025, and operating income was $700 million, up from $383 million.
Steel operating income was $721 million, 30 percent higher than the first quarter of 2026, on higher average selling prices of $1,298 per ton.
Aluminum operating losses were $33 million, a 48 percent improvement from the first quarter of 2026.
The company repurchased $200 million of common stock and reported cash flow from operations of $428 million in the quarter.
Royal Gold released preliminary second-quarter 2026 figures for stream and royalty segment sales and DD&A, with full results due after the market close on August 5, 2026. The filing gives no prior-period comparison, earnings per share, or guidance, and the estimates are unaudited and subject to change.
Stream segment sales of $311.0 million on 69,000 gold equivalent ounces
Royalty segment sales estimated at $137-142 million and DD&A at $95-99 million, presented as ranges
Repaid $200 million of debt, leaving $400 million drawn on the revolving credit facility and $1.0 billion undrawn at June 30, 2026
Repurchased 147,205 shares for $30 million; the shares were cancelled
Mercantile Bank Corporation reported second-quarter 2026 net income of $25.9 million, or $1.50 per diluted share, up from $22.6 million, or $1.39, a year earlier. Net revenue rose 12.8 percent to $68.8 million, and the company said it announced an increased third-quarter 2026 cash dividend.
Net income of $25.9 million, or $1.50 per diluted share, versus $22.6 million, or $1.39, in Q2 2025
Net revenue of $68.8 million, up 12.8 percent; net interest income rose 15.7 percent to $57.3 million
Net interest margin of 3.59 percent, up from 3.48 percent; cost of funds fell to 1.83 percent from 2.27 percent
Total loans rose $98.9 million in the quarter; loan-to-deposit ratio was about 93 percent as of June 30, 2026, versus about 100 percent a year earlier
OFG Bancorp reported results for the quarter ended June 30, 2026, in a press release furnished as Exhibit 99 to this Form 8-K. Diluted earnings per share were $1.39, up from $1.26 in the first quarter and $1.15 in the second quarter of 2025, and total core revenues rose to $190.3 million. Non-interest expense also increased, to $102.8 million, and net charge-offs rose to $28.8 million.
Diluted EPS of $1.39 compared with $1.26 in 1Q26 and $1.15 in 2Q25
Total core revenues of $190.3 million compared with $185.8 million in 1Q26 and $182.2 million in 2Q25
Non-interest expense of $102.8 million compared with $94.7 million in 1Q26; provision for credit losses fell to $13.0 million from $22.5 million
Net charge-offs of $28.8 million (1.40% of average loans) compared with $21.4 million (1.05%) in 1Q26
Southern First Bancshares reported second-quarter 2026 net income of $11.2 million, up 70% from a year earlier, with diluted earnings per share of $1.20, up 48%. Net interest income rose 28% year over year, driven mainly by new loan volume, and the company raised $65.2 million in gross proceeds from a share issuance and redeemed part of its subordinated notes.
Diluted EPS was $1.20, up $0.39 or 48% from Q2 2025 and up $0.01 from Q1 2026.
Net interest margin was 2.87%, up 37 basis points from 2.50% in Q2 2025.
Retail deposits rose $184 million in the quarter to $3.6 billion; total loans reached $4.0 billion.
Common Equity Tier 1 ratio was 12.81% per the press release text, up from 10.71% a year earlier.
United Community Banks reported second-quarter 2026 results, with GAAP diluted EPS of $0.95 versus $0.63 a year earlier and operating EPS of $0.71, up 8%. GAAP results include a $38.5 million pre-tax provision release tied to Navitas equipment finance loans moved to held-for-sale, which is pending sale and expected to close in the third quarter.
GAAP diluted EPS was $0.95, up from $0.63 in Q2 2025; operating diluted EPS was $0.71, up from $0.66
Total revenue was $279.3 million, up 7% from a year ago; net income was $115.6 million
GAAP results include a $38.5 million pre-tax provision release on Navitas loans; the company also recorded a $4.5 million expense for a California DFPI license settlement and related legal fees
Earnings call and webcast are set for 9:00 a.m. Eastern on July 21, 2026
Genuine Parts reported second quarter 2026 sales of $6.5 billion, up 6.0%, and adjusted diluted EPS of $2.15, up from $2.10. GAAP diluted EPS fell to $1.65 from $1.83, and the company cut its full-year 2026 GAAP EPS outlook while reaffirming its adjusted EPS outlook of $7.50 to $8.00, so shareholders see higher sales and adjusted profit alongside lower GAAP earnings.
Q2 2026 sales were $6.5 billion, up 6.0% from $6.2 billion, with comparable sales up 3.4%.
Q2 GAAP net income was $228 million, or $1.65 per diluted share, versus $1.83 a year earlier; adjusted diluted EPS was $2.15 versus $2.10.
2026 GAAP diluted EPS outlook was lowered to $5.90 to $6.40 from $6.10 to $6.60; adjusted diluted EPS outlook was reaffirmed at $7.50 to $8.00.
The planned separation of Global Automotive and Global Industrial remains on track for completion in the first quarter of 2027.
Ally Financial reported preliminary second-quarter 2026 results, with GAAP earnings per share of $1.18, up from $1.04 a year earlier, and adjusted EPS of $1.21, up from $0.99. Pre-tax income rose to $537 million, and the company said its results reflect higher revenue and continued credit improvement, though provision for credit losses also increased. Shareholders benefit from higher earnings and a rising return on equity, while the company also repurchased $148 million of shares during the quarter.
GAAP EPS of $1.18 versus $1.04 in Q2 2025; adjusted EPS of $1.21 versus $0.99
GAAP pre-tax income of $537 million, up $101 million year over year
Provision for credit losses rose $46 million to $430 million, driven by CECL reserve build on asset growth
Ally repurchased $148 million of shares and paid a $0.30 quarterly common dividend
Vicor reported second-quarter 2026 results on July 21, 2026. Net income rose to $49.8 million, or $1.04 per diluted share, from $41.2 million, or $0.91 per diluted share, a year earlier, and backlog reached $380 million, up 145% from $155 million a year ago. The year-ago quarter included a $45.0 million patent litigation settlement, and the filing gives no revenue or earnings guidance for future periods.
Product and royalty revenue was $143.4 million, up 26.9% from $113.0 million in the first quarter of 2026.
Net income was $49.8 million, or $1.04 per diluted share, versus $41.2 million, or $0.91 per diluted share, in Q2 2025.
Gross margin was $83.1 million, down from $92.1 million a year earlier, which included the $45.0 million settlement.
Cash and cash equivalents were $453.6 million as of June 30, 2026, up from $404.2 million as of March 31, 2026.
General Motors reported second-quarter 2026 revenue of $48.0 billion, up 1.9%, while net income attributable to stockholders fell 31.1% to $1.3 billion, partly due to a $2.3 billion adjustment for EV strategic realignment. GM raised its full-year 2026 EBIT-adjusted guidance to $14.0 billion-$16.0 billion from $13.5 billion-$15.5 billion, the second raise this year, and declared a quarterly dividend of $0.18 per share.
Q2 revenue was $48.0 billion, up from $47.1 billion a year earlier; net income attributable to stockholders was $1.3 billion, down from $1.9 billion.
EPS-diluted was $1.41 versus $1.91 a year earlier; EPS-diluted-adjusted was $3.57 versus $2.53.
EBIT-adjusted was $3.9 billion, up 29.8%; EV strategic realignment adjustments totaled $2.3 billion in the quarter.
Full-year 2026 EPS-diluted-adjusted guidance rose to $12.00-$14.00 from $11.50-$13.50; quarterly dividend of $0.18 per share is payable September 17, 2026.
Marsh reported second quarter 2026 revenue of $7.4 billion, up 6% from a year earlier, with GAAP diluted EPS of $2.63 against $2.45 and adjusted EPS up 9% to $2.96. For the first six months, GAAP EPS fell to $4.99 from $5.23, a period that includes a $425 million Greensill litigation charge, while the Board raised the quarterly dividend 10% to $0.990 per share.
Q2 2026 revenue $7.4 billion, up 6% (5% underlying); operating income up 4% to $1.9 billion
Q2 GAAP diluted EPS $2.63 vs $2.45; adjusted EPS up 9% to $2.96
Six-month GAAP diluted EPS $4.99 vs $5.23, including a $425 million Greensill litigation charge
Board raised quarterly dividend 10% to $0.990 per share on July 8; repurchased $750 million of stock in Q2
Atlantic Union Bankshares reported second-quarter 2026 net income available to common shareholders of $158.0 million, or $1.11 per diluted share, up from $119.2 million ($0.84) in the first quarter and $16.8 million ($0.12) a year earlier. The result includes a $32.3 million pre-tax gain from selling its Bearing Insurance equity interest, and the company's adjusted diluted operating EPS was $0.94. Shareholders also face a newly authorized $250 million share repurchase program.
Q2 2026 net income available to common shareholders was $158.0 million, versus $119.2 million in Q1 2026 and $16.8 million in Q2 2025.
Diluted EPS was $1.11, compared with $0.84 in Q1 2026 and $0.12 in Q2 2025; adjusted diluted operating EPS was $0.94.
The Bearing Insurance sale, effective May 1, 2026, produced a $32.3 million pre-tax gain in the quarter.
The Board authorized repurchases of up to $250 million through May 5, 2027; $10.0 million was repurchased in Q2 and $240.0 million remains available.
Halliburton reported second-quarter 2026 revenue of $5.7 billion, up from $5.4 billion in the first quarter, and net income of $534 million, or $0.64 per diluted share. Adjusted net income per diluted share, which excludes $95 million of pre-tax impairments and other credits, was $0.55, the same as in the first quarter and the second quarter of 2025, so shareholders saw higher reported revenue and profit but no change in adjusted earnings per share.
Total revenue of $5.7 billion versus $5.4 billion in the first quarter of 2026; operating income of $778 million versus $679 million
Net income of $534 million, or $0.64 per diluted share, including a $95 million pre-tax credit; adjusted net income per diluted share of $0.55
Adjusted operating margin of 12%; cash flow from operations of $824 million and free cash flow of $668 million
During the quarter, Halliburton repurchased about $200 million of common stock and paid dividends of $0.17 per share
MSCI reported second-quarter 2026 operating revenues of $867.0 million, up 12.2%, and diluted EPS of $4.69, up 19.6%. The company raised its full-year 2026 operating expense and adjusted EBITDA expense guidance, citing the First Street acquisition and higher incentive compensation accruals, so shareholders will see higher projected costs alongside faster revenue growth.
Operating revenues were $867.0 million, up 12.2%; net income was $342.0 million, up 12.6%; diluted EPS was $4.69, up 19.6%.
Full-year 2026 operating expense guidance was raised to $1,535 to $1,575 million from $1,490 to $1,530 million.
Asset-based fees rose 26.6% to $233.1 million in the Index segment, while Analytics adjusted EBITDA margin fell to 46.5% from 52.1%.
Share repurchases totaled $145.0 million during the quarter, and a $2.05 per share dividend was declared for payment on August 28, 2026.
Northrop Grumman reported second quarter 2026 sales of $10.9 billion, up 5% from a year earlier, and a record backlog of $105 billion. Diluted EPS fell to $7.68 from $8.15 because the prior-year quarter included a $231 million gain on the training services divestiture, and the company raised its 2026 sales and MTM-adjusted EPS guidance.
Q2 2026 sales were $10.9 billion, up 5% from $10.4 billion in Q2 2025.
Diluted EPS was $7.68 versus $8.15; net earnings were $1.1 billion versus $1.2 billion.
2026 sales guidance raised to $43.75 billion to $44.25 billion; MTM-adjusted EPS guidance raised to $28.60 to $29.10, an increase of $1.20.
Backlog reached a company record of $105 billion after $20 billion in net awards in the quarter.
Equifax reported second-quarter 2026 revenue of $1.700 billion, up 11%, and diluted EPS of $1.54, up 1%. Net income attributable to Equifax fell 4% to $183.9 million, and the company's adjusted EPS of $2.25 rose 13%, excluding a $40.0 million legal settlement accrual. The company also agreed to acquire Círculo de Crédito for a $750 million enterprise value, with closing expected in the fourth quarter of 2026.
Revenue $1.700 billion, up 11% (10% in local currency); USIS revenue rose 17% and Workforce Solutions rose 7%.
Net income attributable to Equifax $183.9 million, down from $191.3 million; adjusted EPS $2.25, up 13% from $2.00.
Full-year 2026 adjusted EPS guidance of $8.39 to $8.69 and reported revenue of $6.710 billion to $6.780 billion; Q3 adjusted EPS guidance of $2.15 to $2.25.
Returned $366 million to shareholders in the quarter, including $300 million of share repurchases; $750 million Círculo de Crédito deal expected to close in Q4 2026.
KeyCorp reported second-quarter 2026 net income from continuing operations of $472 million, or $0.44 per diluted share, up from $387 million and $0.35 a year earlier but down from $486 million in the first quarter. Revenue rose 7% year over year to $1.96 billion, and the company repurchased $341 million of common shares during the quarter.
Net income of $472 million, or $0.44 per diluted share, versus $387 million, or $0.35, in the second quarter of 2025; first-quarter 2026 net income was $486 million, or $0.44 per diluted share
Total revenue of $1.96 billion, up 6.7% from the second quarter of 2025; net interest margin of 2.89%
Repurchased $341 million of common shares; Common Equity Tier 1 ratio of 11.2% at June 30, 2026, which the company describes as estimated
Nonperforming loans rose to $809 million at June 30, 2026, from $696 million a year earlier
Synchrony Financial reported second quarter 2026 net earnings of $885 million, or $2.59 per diluted share, compared with $967 million, or $2.50 per diluted share, a year earlier. Net earnings fell as other expense rose $86 million and the provision for credit losses increased $55 million, while the per-share figure improved as the share count dropped. The company returned $950 million to shareholders in the quarter, including $850 million of share repurchases.
Net earnings were $885 million, down $82 million or 8% from $967 million in the second quarter of 2025.
Diluted EPS was $2.59, up from $2.50 a year earlier.
Purchase volume rose 8% to $49.8 billion, which the company called an all-time high.
The company returned $950 million to shareholders, including $850 million of share repurchases, and had $5.7 billion of repurchase authorization remaining as of June 30, 2026.
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