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).
PG&E Corporation reported second-quarter 2026 GAAP income available for common shareholders of $733 million, or $0.33 per diluted share, up from $521 million, or $0.24, a year earlier. The company reaffirmed its full-year 2026 non-GAAP core EPS guidance of $1.64 to $1.66 per share, so earnings rose and the outlook was unchanged.
Non-GAAP core earnings were $920 million, or $0.40 per diluted share, for Q2 2026, versus $674 million, or $0.31, in Q2 2025.
First-half 2026 GAAP EPS was $0.72 versus $0.51, and non-GAAP core EPS was $0.83 versus $0.64.
Non-core items totaled $164 million after tax, or $0.07 per share, in Q2 2026.
The Utility completed a $2.2 billion bond issuance in June, bringing 2026 Utility debt financings to $4.4 billion.
Liberty Energy reported second quarter 2026 results with revenue up 14% from a year earlier to $1.2 billion. Net income fell to $43 million, or $0.26 per diluted share, from $71 million, or $0.43, in the second quarter of 2025, and Adjusted EBITDA declined 16% to $151 million. For shareholders, the quarter shows higher sales but lower profit, and the company also disclosed a quarterly dividend of $0.09 per share payable September 18, 2026.
Revenue of $1.2 billion, up 14% from $1.0 billion in Q2 2025 and up 16% from Q1 2026
Net income of $43 million, or $0.26 per diluted share, versus $71 million, or $0.43, in Q2 2025
Adjusted EBITDA of $151 million, down 16% from $181 million in Q2 2025 and up 20% from $126 million in Q1 2026
Cash on hand of $555 million and total debt of approximately $1.3 billion as of June 30, 2026
Packaging Corporation of America reported second quarter 2026 net income of $192 million, or $2.15 per diluted share, down from $2.67 a year earlier, while net sales rose to $2.5 billion from $2.2 billion. Excluding special items, EPS was $2.35 versus $2.48, and the company said it expects third quarter 2026 EPS of $2.91 excluding special items.
Q2 2026 diluted EPS was $2.15 versus $2.67 in Q2 2025; excluding special items, $2.35 versus $2.48.
Net sales were $2.5 billion in Q2 2026 compared with $2.2 billion in Q2 2025; special items included Wallula mill restructuring charges of $6.3 million in the quarter.
Q2 2026 EPS was $0.02 above the company's prior second quarter guidance of $2.33 per share, excluding special items.
The company expects third quarter 2026 EPS of $2.91 per share, excluding special items.
Supernus Pharmaceuticals said it will report second quarter 2026 financial and business results after the market closes on Tuesday, August 4, 2026. The company will hold a conference call and webcast that day at 4:30 p.m. ET, led by CEO Jack Khattar and CFO Tim Dec. The announcement contains no financial results.
Second quarter 2026 results to be released after market close on August 4, 2026
Conference call and webcast set for August 4, 2026 at 4:30 p.m. ET
Replay to be available on the investor relations website for 60 days after the live call
Oceaneering reported second-quarter 2026 revenue of $768 million, up 10% from a year earlier, and diluted earnings per share of $0.65 versus $0.54. The company updated its full-year 2026 consolidated adjusted EBITDA guidance to $400 million to $440 million and said it is refinancing its debt, with the transactions to be completed in the third quarter.
Q2 2026 revenue $768 million (up 10%); operating income $88.2 million (up 11%); net income attributable to Oceaneering $65.0 million (up 19%)
Full-year 2026 consolidated adjusted EBITDA guidance is $400 million to $440 million; third-quarter EBITDA guidance is $115 million to $125 million
Planned $500 million of 6.875% senior notes due 2034, a tender offer for 2028 senior notes, and a revolver increase from $215 million to $345 million extended to July 2031
IMDS operating income fell by $4.5 million in the quarter; cash and cash equivalents were $629 million at June 30, 2026
WEX reported second-quarter 2026 revenue of $753.5 million, up 14.2%, and GAAP diluted earnings of $3.11 per share, up 57.1%. The company raised its full-year 2026 revenue and adjusted net income guidance, and said it bought back about $60 million of shares in the quarter. Operating cash flow was negative $77.6 million for the quarter, compared with $264.6 million provided a year earlier, which the company attributed mainly to higher domestic fuel prices affecting receivable balances.
Q2 2026 adjusted diluted EPS was $5.35, up 35.4%; GAAP diluted EPS was $3.11, up 57.1%.
Full-year 2026 revenue guidance raised to $2.86 billion to $2.90 billion, from $2.82 billion to $2.88 billion.
Full-year 2026 adjusted diluted EPS guidance raised to $19.68 to $20.08, from $18.95 to $19.55.
Share repurchases of about $60 million in Q2 and an additional $33 million through July 20, 2026.
First Industrial Realty Trust reported second-quarter 2026 diluted EPS of $0.58, up from $0.42 a year earlier, and FFO of $0.82 per share/unit, up from $0.76. The company raised the midpoint of its 2026 FFO guidance by $0.02 per share, to a range of $3.08 to $3.16 before advisory costs tied to a contested proxy campaign.
Q2 2026 total revenues were $194.9 million, versus $180.2 million in Q2 2025.
Net income available to common stockholders was $77.1 million in Q2 2026, versus $55.2 million a year earlier.
In-service occupancy was 94.9% at June 30, 2026, versus 94.2% a year earlier; cash same store NOI rose 6.7%.
Quarterly common dividend was $0.500 per share, up from $0.445 a year earlier. The company will hold a conference call on July 23, 2026.
Sonoco reported second-quarter 2026 results with net sales down 1.3% to $1.9 billion and GAAP net income of $105 million, down from $493 million a year earlier, which included a $425 million gain on the sale of its TFP business. Adjusted EPS rose 10.2% to $1.51, and the company reaffirmed full-year 2026 guidance but said it expects adjusted EPS toward the low end of the $5.80 to $6.20 range.
Q2 net sales of $1.9 billion, down 1.3%, mainly due to the November 3, 2025 ThermoSafe divestiture
GAAP net income of $105 million, or $1.05 per diluted share, versus $493 million, or $4.96, in Q2 2025
Adjusted EPS of $1.51, up 10.2% from $1.37; year-to-date operating cash flow was a use of $67 million
Full-year 2026 guidance reaffirmed: adjusted EPS $5.80 to $6.20, adjusted EBITDA $1.25 billion to $1.35 billion
Banner Corporation reported second quarter 2026 net income of $48.9 million, or $1.43 per diluted share, down from $54.7 million, or $1.60, in the preceding quarter but up from $45.5 million, or $1.31, a year earlier. Revenue rose 6% year over year to $172.0 million, and the company declared a $0.52 per share quarterly dividend, while its pending all-stock acquisition of Pacific Financial Corporation is expected to close in the third quarter of 2026.
Net income $48.9 million, or $1.43 per diluted share, versus $54.7 million, or $1.60, in the preceding quarter and $45.5 million, or $1.31, a year ago
Revenue $172.0 million, up from $169.3 million in the preceding quarter and $162.2 million a year ago; provision for credit losses was $3.8 million
Quarterly cash dividend of $0.52 per share, payable August 14, 2026, to shareholders of record on August 4, 2026
Pending all-stock acquisition of Pacific Financial Corporation, announced April 30, 2026, expected to close in the third quarter of 2026
Kaiser Aluminum reported preliminary, unaudited second-quarter 2026 results, with net sales of $1.26 billion and net income of $97 million, up from $823 million and $23 million a year earlier. The company raised its full-year 2026 outlook, now expecting Adjusted EBITDA growth of 45% to 55% year over year, which benefits shareholders while noting that metal price tailwinds are not assumed to continue.
Net sales rose to $1.26 billion from $823 million; shipments increased 6% to 306 million pounds.
Diluted EPS was $5.72 versus $1.41; adjusted diluted EPS was $5.53 versus $1.21.
Full-year 2026 Adjusted EBITDA growth outlook raised to 45% to 55%; Conversion Revenue expected at the high end of the 10% to 15% range.
Quarterly dividend of $0.77 per share declared, payable August 14, 2026; net debt leverage ratio improved to 2.1x.
Pinnacle Financial Partners reported second-quarter 2026 diluted earnings per share of $2.07, up from $2.00 in the second quarter of 2025 and $0.89 in the first quarter of 2026. Adjusted diluted EPS was $2.50, excluding merger-related expenses and investment securities losses, and total revenue of $1,203 million was slightly lower than the $1,217 million reported in the first quarter. Year-over-year comparisons reflect the Synovus merger, which closed on January 1, 2026.
Net income available to common shareholders was $313 million in Q2 2026, compared with $135 million in Q1 2026 and $155 million in Q2 2025.
Adjusted diluted EPS was $2.50 versus $2.00 in Q2 2025 and $2.39 in Q1 2026.
Period-end loans were $88.1 billion, up $2.9 billion or 3% from the prior quarter; deposits were $100.9 billion, up 1%.
Net interest margin declined 9 basis points linked-quarter to 3.44%; the company will host an investor call at 8 a.m. ET on July 23, 2026.
Tesla reported second-quarter 2026 revenue of $28.2 billion, up 26% from a year earlier, on record second-quarter deliveries of 480,126 vehicles. Operating income fell 57% to $398 million, and diluted EPS was $0.32 on a GAAP basis versus $0.33 a year earlier, with GAAP net income supported by a $1,005 million unrealized gain on its SpaceX equity investment. Free cash flow was negative $1.1 billion as capital expenditures rose to $5.8 billion, reducing cash and short-term investments to $43.5 billion.
Total revenue of $28.2 billion, up 26% year over year; GAAP operating margin of 1.4%, down from 4.1% in Q2 2025.
GAAP net income attributable to common stockholders of $1.1 billion, down 5% year over year, including a $1,005 million pre-pax unrealized SpaceX gain before tax effects.
Diluted EPS of $0.32 GAAP and $0.33 non-GAAP, compared with $0.33 and $0.40 in Q2 2025.
Operating cash flow of $4.7 billion and capital expenditures of $5.8 billion produced free cash flow of negative $1.1 billion.
Cathay General Bancorp reported second-quarter 2026 net income of $92.2 million, or $1.37 per diluted share, up from $86.9 million and $1.29 in the first quarter. The board also raised the share repurchase authorization from $150 million to $200 million, subject to pending regulatory approval, but non-performing assets rose 13.7% to $145.4 million.
Net income of $92.2 million and diluted EPS of $1.37 for the quarter ended June 30, 2026, versus $86.9 million and $1.29 in the first quarter of 2026
Net interest margin widened to 3.48% from 3.43% in the first quarter of 2026
Non-performing assets rose 13.7% to $145.4 million as of June 30, 2026, with non-accrual loans up 25.5% to $111.7 million
Board raised the share repurchase authorization from $150 million to $200 million, pending regulatory approval, and approved redeeming $54.1 million of trust preferred securities
Globe Life reported second quarter 2026 net income of $3.65 per diluted share, up from $3.05 a year earlier, and net operating income of $3.61 per share, up from $3.27. The company raised its full-year 2026 earnings guidance to $15.55 to $15.95 per share, an increase of $0.10 at the midpoint.
Q2 2026 net income was $3.65 per diluted share vs. $3.05 in Q2 2025, up 20%.
Q2 2026 net operating income was $3.61 per diluted share vs. $3.27, up 10%.
Full-year 2026 EPS guidance raised to $15.55 to $15.95, up $0.10 at the midpoint.
The company repurchased 1.1 million shares for $175 million during the quarter.
Community Health Systems reported second-quarter 2026 results that show lower revenue, profit and adjusted EBITDA than a year earlier, and it updated its 2026 annual earnings guidance. The filing does not state the guidance figures in the text reviewed, so the direction of the change is not stated. The decline is partly tied to hospital divestitures, which reduced admissions by 11.4 percent.
Net operating revenues were $2.825 billion, down 9.8 percent from $3.133 billion a year earlier; same-store revenues rose 2.4 percent.
Net income attributable to stockholders was $70 million, or $0.51 per diluted share, versus $282 million, or $2.09, in the second quarter of 2025.
Adjusted EBITDA was $330 million, compared with $380 million a year earlier, a decline of 13.2 percent.
The company issued updated 2026 annual earnings guidance, with tables on pages 16 and 17 of the press release; those figures are not in the text reviewed.
RenaissanceRe reported second-quarter 2026 results, with net income available to common shareholders of $654.2 million, or $15.48 per diluted share, down from $826.5 million, or $17.20, a year earlier. Operating income available to common shareholders rose to $547.8 million, or $12.92 per diluted share, from $12.29, and the combined ratio improved to 72.8% from 75.1%. For shareholders, the lower GAAP profit and total revenue are offset in part by higher operating earnings, a lower combined ratio and $350.0 million of share repurchases.
Net income available to common shareholders was $654.2 million, or $15.48 per diluted share, versus $826.5 million, or $17.20, in Q2 2025.
Operating income available to common shareholders was $547.8 million, or $12.92 per diluted share, versus $12.29 in Q2 2025.
Combined ratio was 72.8% versus 75.1%, including $54.0 million of adverse development tied to the Baltimore Bridge Collapse.
The company repurchased $350.0 million of common shares in Q2 2026; book value per common share was $264.77, up 5.7% in the quarter.
Wyndham reported second-quarter 2026 net income of $102 million, up 17% from a year earlier, and raised its full-year 2026 adjusted diluted EPS and adjusted EBITDA outlook. Net revenues fell 6% to $375 million, and the company removed Revo-related revenue from its outlook because of that franchisee's insolvency.
Net revenues fell 6% to $375 million from $397 million; net income rose 17% to $102 million from $87 million.
Diluted EPS was $1.36 versus $1.13; adjusted diluted EPS was $1.48 versus $1.33, or about 3% higher on a comparable basis.
Full-year 2026 adjusted diluted EPS outlook raised to $4.71-$4.83 from $4.62-$4.80; adjusted EBITDA outlook raised to $735-$745 million from $730-$745 million.
Returned $86 million to shareholders in the quarter, including $54 million of share repurchases; net debt leverage was 3.5 times.
Fulton Financial reported second-quarter 2026 net income available to common shareholders of $99.9 million, or $0.52 per diluted share, up $7.7 million from the first quarter. Operating earnings were $0.60 per diluted share, up from $0.55 in the prior quarter, as the company integrated Blue Foundry Bancorp, which it acquired on April 1, 2026. Higher acquisition-related and salary expenses partly offset revenue gains.
Net income available to common shareholders was $99.9 million, or $0.52 per diluted share, versus $92.2 million, or $0.51, in the first quarter of 2026.
Net interest income rose $22.2 million to $284.3 million, and non-interest expense rose $30.7 million to $231.0 million, including $13.8 million of acquisition-related expenses.
Provision for credit losses was $4.9 million, down from $14.4 million in the first quarter; annualized net charge-offs were 0.34% of average loans, up from 0.25%.
The company repurchased 525,000 shares for $11.1 million in the second quarter under its 2026 repurchase program, which authorizes up to $150 million through January 31, 2027.
NB Bancorp, the holding company for Needham Bank, reported second quarter 2026 net income of $21.1 million, or $0.53 per diluted share, up from $15.0 million, or $0.36, in the first quarter. The company also declared a quarterly cash dividend of $0.07 per share, payable August 19, 2026, and made investor presentation materials available for a July 28, 2026 investor meeting. Net interest margin widened to 4.00% and net charge-offs fell to 0.07% of average loans, while noninterest expense rose 3.1%.
Operating net income, which excludes one-time charges, was $21.9 million, or $0.55 per diluted share, versus $0.38 in the prior quarter.
Total loans rose 3.4% to $6.42 billion and total deposits rose 3.7% to $6.32 billion during the quarter.
Quarterly dividend of $0.07 per share: record date August 5, 2026, payment date August 19, 2026.
Noninterest expense rose 3.1% to $44.0 million; net charge-offs fell to 0.07% of average loans from 0.91%.
Stewart Information Services reported second quarter 2026 results, with total revenues of $899.2 million, up from $722.2 million a year earlier, and net income attributable to Stewart of $37.2 million, or $1.21 per diluted share, compared with $31.9 million, or $1.13, in the prior year quarter. Growth came mainly from the real estate solutions segment, where revenues rose 75% to $197.4 million, largely due to the recently acquired MCS business, while title operating revenues increased 15%. GAAP pretax margin slipped to 6.1% from 6.5%.
Total revenues were $899.2 million versus $722.2 million; adjusted revenues were $895.8 million versus $721.5 million.
Net income attributable to Stewart was $37.2 million ($1.21 per diluted share) versus $31.9 million ($1.13) a year earlier.
Adjusted diluted EPS was $1.39 versus $1.34; GAAP pretax margin was 6.1% versus 6.5%.
Stewart will hold a conference call on Thursday, July 23, 2026, at 8:30 a.m. Eastern Time.
Equity Residential (NYSE: EQR) reported second-quarter 2026 diluted EPS of $0.30, down from $0.50, mainly on lower property sale gains, while FFO per share rose 2.0% to $1.00. It raised the midpoint of its full-year same-store revenue and NOI guidance but withdrew its EPS, FFO and Normalized FFO guidance because of the pending all-stock merger with AvalonBay. The filing names Equity Residential (NYSE: EQR), not VIVMARK RESIDENTIAL (VMRK) as listed in the request, so this summary reflects the filing's company.
Q2 2026 diluted EPS was $0.30 versus $0.50 in Q2 2025, down 40.0%; six-month EPS was $0.54 versus $1.18.
Q2 2026 FFO per share was $1.00, up 2.0% from $0.98; Normalized FFO per share was $1.02, up 3.0% from $0.99.
Same-store revenue guidance for 2026 is now 2.1% to 2.7% and NOI guidance 1.5% to 2.1%; the midpoints were raised.
EPS, FFO and Normalized FFO guidance was withdrawn due to the pending merger with AvalonBay, with shareholder meetings set for August 12, 2026.
Eagle Bancorp reported unaudited second quarter 2026 net income of $6.9 million, or $0.23 per share, down from $14.7 million, or $0.48 per share, in the first quarter, mainly because provision for credit losses rose to $21.4 million from $13.4 million. Pre-provision net revenue improved to $29.1 million from $27.7 million, and non-performing assets fell to $113.1 million, but total loans and deposits declined and the company declared a $0.01 per share dividend.
Net income was $6.9 million, or $0.23 per share, versus $14.7 million, or $0.48 per share, in Q1 2026
Provision for credit losses was $21.4 million, up from $13.4 million; annualized net charge-offs were 2.78% versus 1.46%
Net interest margin rose to 2.52% from 2.47%; total deposits fell to $8.2 billion, down 4.7% from the prior quarter
Board declared a $0.01 per share cash dividend, payable August 17, 2026, to shareholders of record on August 6, 2026
Interparfums reported second-quarter 2026 net sales of $341 million, up 2% from $334 million a year earlier, and first-half net sales of $686 million, also up 2%. The gain came from U.S.-based operations, which rose 18%, while European-based sales fell 4%. The release gives sales only; the company said it will report full earnings for the period on August 4, 2026.
Q2 2026 net sales were $341 million versus $334 million in Q2 2025, up 2%.
First-half 2026 net sales were $686 million versus $673 million, up 2%.
U.S.-based net sales rose 18% to $113 million; European-based net sales fell 4% to $231 million.
The company will report earnings for the three and six months ended June 30, 2026 on August 4, 2026, with a conference call on August 5, 2026.
Richardson Electronics reported fourth-quarter fiscal 2026 net sales of $66.2 million, up 27.6% from a year earlier, and GAAP net income of $3.7 million, or $0.25 per diluted share, versus $1.1 million, or $0.08, a year earlier. For fiscal 2026, net sales rose 9.4% to $228.6 million and the company reported net income of $6.4 million, or $0.44 per diluted share, compared with a net loss of $1.1 million the prior year. The board also declared a $0.06 quarterly cash dividend per share.
Q4 net sales were $66.2 million, up 27.6% from $51.9 million, with all three business units reporting year-over-year growth.
Q4 GAAP net income was $3.7 million, or $0.25 per diluted share, versus $1.1 million, or $0.08, in the prior-year quarter; non-GAAP diluted EPS was $0.21 versus $0.12.
Fiscal 2026 net sales were $228.6 million, up 9.4%; net income was $6.4 million, or $0.44 per diluted share, versus a net loss of $1.1 million in fiscal 2025.
Backlog was $164.4 million at fiscal year-end, up 8.7% from $151.2 million at the end of the third quarter; the $0.06 dividend is payable August 26, 2026, to holders of record as of August 7, 2026.
United Rentals reported second-quarter 2026 total revenue of $4.410 billion, up from $3.943 billion a year earlier, and net income of $753 million, up from $622 million. The company also raised its full-year 2026 outlook, including total revenue of $17.5 billion to $17.8 billion and adjusted EBITDA of $7.975 billion to $8.125 billion. Quarterly results include a $49 million pre-tax gain from the sale of part of its scaffolding business.
Q2 2026 diluted EPS was $12.03, versus $9.59 a year earlier; adjusted EPS was $12.76.
The scaffolding sale gain contributed $0.58 per diluted share after tax, or $37 million.
Full-year 2026 total revenue outlook raised to $17.5 billion to $17.8 billion from $16.9 billion to $17.4 billion.
Full-year adjusted EBITDA outlook raised to $7.975 billion to $8.125 billion from $7.625 billion to $7.875 billion.
Molina Healthcare reported second quarter 2026 results on July 22, 2026, with GAAP net income down 76% to $60 million and adjusted EPS of $1.51, compared with $5.48 a year earlier. The company raised its full-year 2026 adjusted EPS guidance by $0.25 to at least $5.25, which it said reflects first-half Medicaid performance, while a $1.50 Medicare increase was offset by a $1.50 Marketplace decrease. For shareholders, quarterly profit fell sharply, while the full-year outlook moved higher.
Q2 2026 GAAP EPS was $1.19 versus $4.75 a year earlier; adjusted EPS was $1.51 versus $5.48.
Total revenue was $10.9 billion versus $11.4 billion; premium revenue fell 6% on lower membership.
Full-year 2026 adjusted EPS guidance rose $0.25 to at least $5.25; GAAP EPS guidance is at least $2.15.
Guidance includes a $1.50 per share loss from the new Florida Medicaid contract in Q4 2026 and a $1.00 per share loss from the traditional MAPD product it plans to exit for 2027.
ARMOUR Residential REIT reported unaudited second-quarter 2026 GAAP net income to common stockholders of $111.5 million, or $0.86 per share, compared with a net loss of $58.0 million in the first quarter. Distributable Earnings per common share fell to $0.72 from $0.76, while the common dividend held at $0.72 for the quarter, so shareholders see a swing to profit alongside a lower earnings measure that covers the dividend.
GAAP net income to common stockholders was $111.5 million, or $0.86 per share, in Q2 2026, versus a loss of $58.0 million, or $(0.49) per share, in Q1 2026.
Distributable Earnings available to common stockholders was $93.2 million, or $0.72 per share, down from $0.76 per share in Q1 2026.
Book value per common share rose to $17.53 at June 30, 2026, from $17.42 at March 31, 2026; total economic return for Q2 was 4.8%.
A cash dividend of $0.24 per common share is payable August 28, 2026, to holders of record on August 17, 2026.
QuantumScape reported second-quarter 2026 results, with a net loss of $98.2 million, or $0.16 per share, versus a net loss of $114.7 million, or $0.20 per share, a year earlier. The company reiterated its full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million and lowered its capital expenditure guidance to $27 million to $37 million, which matters to shareholders because it signals lower spending while the company remains pre-revenue on a reported basis.
Q2 2026 GAAP net loss was $98.2 million, or $0.16 per share, compared with $114.7 million, or $0.20 per share, in Q2 2025.
Q2 2026 Adjusted EBITDA loss was $64.2 million, compared with $63.0 million a year earlier, which the company said was in line with expectations.
Full-year 2026 Adjusted EBITDA loss guidance of $250 million to $275 million was reiterated; full-year capital expenditure guidance was lowered to $27 million to $37 million.
Liquidity was $859.0 million at the end of Q2 2026, and customer billings were $10.8 million in the quarter, which the company said is not a substitute for revenue under U.S. GAAP.
EastGroup Properties reported second-quarter 2026 diluted EPS of $1.40, up from $1.20, and FFO excluding gains on involuntary conversion and business interruption claims of $2.36 per share, up 6.8% from $2.21. The company revised its 2026 FFO guidance to $9.52 to $9.66 per share from $9.46 to $9.66 in April, which raises the low end for shareholders.
Q2 2026 diluted EPS was $1.40 versus $1.20 in Q2 2025, including $5 million ($0.10 per share) in gains on sales of real estate.
FFO excluding gains on involuntary conversion and business interruption claims was $2.36 per diluted share, up 6.8% from $2.21.
2026 FFO per share guidance is now $9.52 to $9.66, up from $9.46 to $9.66 in April; 2026 EPS guidance is $5.83 to $5.97.
A quarterly dividend of $1.55 per share was paid on July 15, 2026, the company's 186th consecutive quarterly cash distribution.
Century Communities reported second-quarter 2026 revenue of $927.2 million, down from $1.0 billion a year earlier, while net income rose to $36.1 million, or $1.26 per diluted share, from $34.9 million, or $1.14, in the same quarter of 2025. The company raised the midpoint and low end of its full-year 2026 home delivery guidance to 9,750 to 10,500 homes, which matters to shareholders because it signals higher expected volume for the year, although first-half net income was lower than in 2025.
Q2 2026 total revenues of $927.2 million vs. $1,000.7 million in Q2 2025; deliveries of 2,506 homes vs. 2,587
Q2 2026 net income of $36.1 million, or $1.26 per diluted share, vs. $34.9 million, or $1.14, in Q2 2025
Six-month 2026 net income of $60.6 million vs. $74.2 million in the first half of 2025
Full-year 2026 delivery guidance raised to 9,750 to 10,500 homes, with home sales revenues expected at $3.5 billion to $3.8 billion
Crown Castle reported second-quarter 2026 results on July 22, 2026. Site rental revenues fell 4% to $967 million and net income fell to $94 million from $291 million, while AFFO rose 10% to $488 million, helped by lower interest expense after the sale of its Fiber and Small Cell businesses. The company raised the midpoint of its full-year 2026 AFFO outlook by $5 million to $1,975 million.
Q2 2026 site rental revenues were $967 million, down from $1,008 million in Q2 2025; diluted EPS was $0.22 versus $0.67.
Q2 2026 AFFO was $488 million, or $1.13 per share, up 10% from Q2 2025.
Full-year 2026 AFFO outlook midpoint rose $5 million to $1,975 million; AFFO per share midpoint was unchanged at $4.59.
The Fiber and Small Cell sale closed May 1, 2026 for $8.4 billion in net proceeds, and the company completed $1 billion of share repurchases after the close.
First Bancorp reported second-quarter 2026 net income of $9.6 million, up 18.6% from a year earlier, with diluted earnings per share of $0.85, up 17.8%. The gain came mainly from a higher net interest margin and growth in net interest income, and the company also declared a quarterly dividend of $0.38 per share.
Net income was $9.6 million for the quarter ended June 30, 2026, up from $8.1 million; diluted EPS was $0.85 versus $0.72.
Net interest margin rose to 2.88% from 2.52%, and net interest income grew 15.0% to $21.2 million.
Non-performing assets were 0.54% of total assets at June 30, 2026, up from 0.51% at March 31, 2026 and 0.19% a year earlier.
The Board declared a $0.38 per share dividend on June 25, 2026, paid July 17, 2026.
RLI Corp. reported second quarter 2026 net earnings of $168.0 million ($1.82 per diluted share), up from $124.3 million ($1.34) a year earlier, but this figure includes $103.0 million of unrealized gains on equity securities. Operating earnings were $76.9 million ($0.83 per share), roughly flat with $76.2 million ($0.82) in 2025, while underwriting income fell to $59.9 million and the combined ratio worsened to 85.6 from 84.5. For shareholders, the quarter shows higher reported profit alongside weaker core underwriting results.
Net earnings of $168.0 million ($1.82 per diluted share) vs. $124.3 million ($1.34) in Q2 2025, up 35.1%
Operating earnings of $76.9 million ($0.83 per share) vs. $76.2 million ($0.82) in Q2 2025
Underwriting income of $59.9 million on an 85.6 combined ratio vs. $62.2 million on an 84.5 combined ratio in Q2 2025
Special dividend of $2.00 per share paid June 12, 2026, returning $184.0 million; $250.0 million buyback authorized May 14, 2026, with $12.0 million repurchased in the quarter
Medpace reported second quarter 2026 revenue of $707.3 million, up 17.2% from a year earlier, and GAAP net income of $121.4 million, or $4.25 per diluted share, compared with $3.10 a year earlier. The company also forecast full-year 2026 revenue of $2.805 billion to $2.885 billion and diluted EPS of $17.25 to $17.95.
Q2 2026 revenue $707.3 million, up 17.2% from $603.3 million in Q2 2025
Q2 2026 GAAP net income $121.4 million ($4.25 diluted EPS) vs. $90.3 million ($3.10) a year earlier
Q2 2026 net new business awards $795.7 million, up 28.2%; book-to-bill ratio 1.13x
Full-year 2026 guidance: revenue $2.805 billion to $2.885 billion; GAAP net income $494.0 million to $514.0 million
Raymond James reported record fiscal third-quarter 2026 net revenues of $3.93 billion, up 16% from a year earlier, and net income available to common shareholders of $595 million, or $3.01 per diluted share, up 42%. Excluding $25 million of acquisition-related expenses, net of tax, adjusted diluted EPS was $3.14, and the company repurchased $400 million of its common stock during the quarter.
Net revenues of $3.93 billion, up 16% from the prior year's fiscal third quarter and 2% from the preceding quarter
Diluted EPS of $3.01 versus $2.12 a year earlier; adjusted diluted EPS of $3.14 excluding $25 million of acquisition-related expenses, net of tax
Bank segment record quarterly pre-tax income of $206 million, up 67% year over year
Repurchased $400 million of common stock at an average price of $152 per share; $1.1 billion remained under the authorization as of June 30, 2026
First American Financial Corporation reported second quarter 2026 results, furnished in an 8-K with a July 22, 2026 press release. Total revenue was $2.1 billion, up 15% from a year earlier, and net income attributable to the company was $218.5 million, or $2.12 per diluted share, compared with $146.1 million, or $1.41, in the second quarter of 2025. Both headline earnings measures rose, and the filing does not include updated guidance.
Total revenue of $2.1 billion, up 15% compared with the second quarter of 2025
Diluted EPS of $2.12 versus $1.41 a year earlier; adjusted EPS of $2.08 versus $1.53
U.S. Commercial revenues of $314 million, up 34%, with average revenue per order of $19,980 versus $15,267
Repurchased 330,405 shares for $20 million at an average price of $61.99 during the quarter
ServiceNow reported second-quarter 2026 total revenues of $3,987 million, up 24% from a year earlier, and said subscription revenues exceeded the high end of its guidance range by 150 basis points. The company raised its full-year 2026 subscription revenue guidance, but GAAP income from operations fell to $162 million from $358 million and GAAP net income fell to $298 million, or $0.29 per diluted share, from $385 million, or $0.37.
Total revenues $3,987 million, up 24% year over year; subscription revenues $3,877 million, up 24.5%.
GAAP net income $298 million, or $0.29 per diluted share, versus $385 million, or $0.37, in Q2 2025.
FY 2026 GAAP subscription revenue guidance set at $15,760 million to $15,780 million, raised to reflect net new ACV strength.
Q3 2026 GAAP subscription revenue guidance of $3,975 million to $3,980 million; FX expected to be an approximately $35 million year-over-year headwind to Q3 cRPO.
Knight-Swift reported second quarter 2026 total revenue of $2.1 billion, up 12.6% from a year earlier, with GAAP net income attributable to the company of $43.2 million, or $0.26 per diluted share. Adjusted EPS was $0.63 versus $0.35, and the company guided to Adjusted EPS of $0.71 to $0.77 for the third quarter of 2026.
Total revenue was $2.1 billion, up 12.6%; operating income rose 44.4% to $104.9 million.
GAAP EPS was $0.26 versus $0.21; Adjusted EPS was $0.63 versus $0.35, with Adjusted Operating Income of $151.0 million, up 45.5%.
Third quarter 2026 Adjusted EPS guidance is $0.71 to $0.77.
GAAP results include an $18.2 million severance charge tied to the retirement of the former executive chairman and a $22.8 million mark-to-market expense on U.S. Xpress purchase price obligations.
Goosehead reported second-quarter 2026 total revenues of $113.4 million, up 21% from the prior-year period, and net income of $17.0 million, up from $8.3 million. The company raised its full-year 2026 guidance, and CEO Mark Miller said he will retire December 31, 2026, with President and COO Mark Jones, Jr. succeeding him January 1, 2027.
Total revenues $113.4 million, up 21%; net income $17.0 million vs. $8.3 million a year earlier
Core Revenue $95.6 million, up 10%; Adjusted EBITDA $37.9 million, up 30%
2026 guidance raised: organic total revenue growth of 12% to 19% and total written premium growth of 12% to 20%
Mark Miller retires as CEO effective December 31, 2026; Mark Jones, Jr. becomes CEO January 1, 2027 and Miller remains on the Board
Reliance reported second quarter 2026 net sales of $4.63 billion, up 15% from the first quarter and 26.5% from a year earlier, with diluted EPS of $6.29 versus $4.42 a year earlier. Non-GAAP EPS of $6.27 exceeded the high end of management's $5.15 to $5.35 guidance range, though LIFO expense of $1.64 per share was well above the $0.54 management had expected. The company guided to third quarter non-GAAP EPS of $6.40 to $6.60.
Net sales $4.63 billion, up 15% sequentially and 26.5% year-over-year; pretax income $429.8 million, up 41% year-over-year
Non-GAAP EPS $6.27 versus management guidance of $5.15 to $5.35; LIFO expense $1.64 per share versus $0.54 expected
Third quarter 2026 non-GAAP EPS guidance of $6.40 to $6.60, including about $0.60 from the U.S. border wall project
Quarterly dividend of $1.25 per share declared July 17, 2026, payable August 28, 2026
Kinder Morgan reported record second-quarter net income attributable to KMI of $867 million, up from $715 million a year earlier, and Adjusted EPS of $0.37, up 32%. The company now expects 2026 Adjusted EBITDA more than 5% and Adjusted EPS more than 12% above its budget, and declared a $0.2975 quarterly dividend. Project backlog fell to $9.6 billion, down $500 million from the first quarter, as large projects were placed in service.
Q2 net income attributable to KMI was $867 million, up from $715 million in Q2 2025, an all-time record for the second quarter.
Q2 EPS was $0.39, up 22%; Adjusted EPS was $0.37, up 32%.
Adjusted EBITDA was $2,199 million, up 12% from Q2 2025.
For 2026, KMI expects Adjusted EBITDA more than 5% and Adjusted EPS more than 12% favorable to budget; the quarterly dividend is $0.2975 per share, payable August 17, 2026.
Las Vegas Sands reported second-quarter 2026 net revenue of $3.15 billion, down from $3.18 billion a year earlier, and net income of $373 million, down from $519 million. The company said unusually low hold in Macao rolling play hurt results, and on July 21, 2026 its board raised the remaining buyback authorization to $6.0 billion, extended to July 21, 2029.
Net revenue $3.15 billion vs. $3.18 billion in Q2 2025; diluted EPS $0.53 vs. $0.66
Adjusted earnings per diluted share $0.59 vs. $0.79; consolidated adjusted property EBITDA $1.12 billion vs. $1.33 billion
Company repurchased $787 million of common stock in the quarter; remaining authorization was $29 million as of June 30, 2026
Quarterly dividend of $0.30 per share payable August 12, 2026, to holders of record on August 4, 2026
Texas Capital Bancshares reported second quarter 2026 net income available to common stockholders of $80.6 million, or $1.83 per diluted share, up from $73.0 million, or $1.58 per diluted share, a year earlier. Total revenue rose to $335.5 million, and the company declared a $0.20 per common share dividend payable September 15, 2026.
Net income available to common stockholders was $80.6 million, up 10% from $73.0 million a year earlier; diluted EPS was $1.83 versus $1.58.
Non-interest income rose to $75.1 million from $54.1 million a year earlier, and the company described fee income as record-level, up 29% year over year.
Provision for credit losses was $18.0 million, compared with $15.0 million a year earlier; net charge-offs were $16.1 million.
Common dividend of $0.20 per share is payable September 15, 2026, to holders of record at the close of business on September 1, 2026.
Rollins reported unaudited second-quarter 2026 results, with revenue up 7.9% to $1.1 billion and diluted EPS of $0.30 versus $0.29. The company said results fell short of its expectations because lead volume declined in parts of its residential pest control business, and operating margin fell 110 basis points to 18.7%. Shareholders get higher sales and profit, but weaker margins and lower operating cash flow.
Q2 revenue was $1.1 billion, up 7.9%; organic revenue rose 5.7%.
Operating income was $201 million, up 1.5%; operating margin was 18.7%, down 110 basis points.
Diluted EPS was $0.30 versus $0.29; adjusted EPS was $0.32, up 6.7%.
Operating cash flow was $173 million, down 1.5%, and the company invested $117 million in acquisitions in the quarter.
First Bancorp (FBNC) reported second quarter 2026 net income of $50.5 million, or $1.22 per diluted share, up from $46.7 million, or $1.13, in the first quarter and $38.6 million, or $0.93, a year earlier. Net interest margin widened to 3.71%, and the company said it announced a pending acquisition of First Carolina Bancshares on July 14, 2026, expected to close in late 2026 or early 2027.
Net income $50.5 million and diluted EPS $1.22 for the quarter ended June 30, 2026, versus $0.93 a year earlier
Net interest margin 3.71%, up from 3.67% in the linked quarter and 3.32% a year earlier
Noninterest expenses rose to $62.8 million, up from $60.2 million in the linked quarter
Pending acquisition of First Carolina Bancshares, with Carolina Bank & Trust holding approximately $831 million in total assets, expected to close in late 2026 or early 2027
Pathward Financial reported fiscal third-quarter net income of $29.0 million, or $1.37 per diluted share, for the three months ended June 30, 2026, down from $42.1 million, or $1.81 per share, a year earlier. The company attributed the drop mainly to credit deterioration in a few larger commercial loans, which pushed its provision for credit losses and nonperforming loans sharply higher.
Net income was $29.0 million, or $1.37 per diluted share, versus $42.1 million, or $1.81, in the same quarter of fiscal 2025.
Provision for credit losses was $28.3 million, compared with $9.3 million a year earlier; nonperforming loans and leases were $275.1 million, or 5.28% of gross loans, versus $71.3 million, or 1.49%.
Net interest income fell 8% to $112.9 million, while noninterest income rose 4% to $76.7 million and noninterest expense fell 7% to $129.1 million.
The company repurchased 303,632 shares at an average price of $92.18 and had 3,127,179 shares remaining under its repurchase program as of June 30, 2026.
NVE Corporation reported revenue of $11.0 million for the quarter ended June 30, 2026, up 81% from $6.10 million a year earlier, and net income of $6.39 million, or $1.32 per diluted share, up from $0.74. The board also approved a quarterly cash dividend of $1.00 per share, which gives shareholders a cash payment on top of the strong quarterly growth.
Revenue rose 81% to $11.0 million; product sales increased 82% and contract research and development revenue increased 53%.
Net income rose 79% to $6.39 million, or $1.32 per diluted share, compared with $3.58 million, or $0.74 per share, a year earlier.
The board approved a $1.00 per share quarterly cash dividend, payable August 31, 2026, to shareholders of record as of August 3, 2026.
Martin Midstream Partners reported second-quarter 2026 revenue of $213.6 million, up from $180.7 million a year earlier, and net income of $2.6 million compared with a net loss of $2.4 million in the second quarter of 2025. Adjusted EBITDA rose to $27.9 million from $27.1 million, and the company kept its full-year 2026 Adjusted EBITDA guidance at $90.0 million. The fertilizer division's weakness is a continuing drag, and total debt stood at $462.0 million with a 4.96 times leverage ratio as of June 30, 2026.
Revenue of $213.6 million for the quarter, versus $180.7 million in the second quarter of 2025
Net income of $2.6 million, or $0.07 per unit, versus a net loss of $2.4 million, or $0.06 per unit, a year earlier
Sulfur Services Adjusted EBITDA fell $1.0 million, with the fertilizer division down $4.6 million
Quarterly cash distribution of $0.005 per unit, payable August 14, 2026, to holders of record on August 7, 2026
Texas Instruments reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, and net income of $1.98 billion, up 53%. Diluted EPS was $2.14, which included a 5-cent benefit not in the company's original guidance, and the company guided third-quarter revenue to $5.65 billion to $6.15 billion and EPS to $2.23 to $2.57.
Q2 revenue $5.46 billion vs $4.45 billion a year earlier; operating profit $2.31 billion, up 48%
Diluted EPS $2.14 vs $1.41; includes a 5-cent benefit not in original guidance
Third-quarter outlook: revenue $5.65 billion to $6.15 billion; EPS $2.23 to $2.57
Free cash flow for the trailing 12 months was $6.5 billion; dividends declared were $1.42 per share vs $1.36
SEI Investments reported second-quarter 2026 revenue of $641.6 million, up 15% from a year earlier, and operating income of $197.0 million, up 33%. GAAP diluted earnings per share fell 11% to $1.59 because the prior-year quarter included a $94.4 million gain on the sale of a business, while adjusted diluted EPS rose 38% to $1.66.
Revenue was $641.6 million versus $559.6 million a year earlier; income from operations was $197.0 million versus $148.6 million.
GAAP diluted EPS was $1.59 versus $1.78, down 11%; the prior-year quarter included a $94.4 million gain on the sale of Family Office Services.
Adjusted diluted EPS, a non-GAAP measure, was $1.66 versus $1.20, up 38%.
The company repurchased 1.3 million shares for $112.4 million and reported ending assets under management of $606.7 billion, up 9.5%.
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