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).
Southside Bancshares reported second-quarter 2026 net income of $26.8 million, or $0.90 per diluted share, up from $21.8 million, or $0.72 per share, a year earlier. The filing also shows net interest margin falling to 2.80% from 2.91% in the first quarter, and total deposits down 7.0% from a year earlier, which shareholders may want to track.
Net income was $26.8 million for the quarter ended June 30, 2026, up 23.0% from $21.8 million a year earlier; diluted EPS was $0.90 versus $0.72.
Net interest margin decreased to 2.80% from 2.91% in the March 31, 2026 quarter; net interest income was $57.3 million.
Total deposits were $6.17 billion at June 30, 2026, down $462.6 million or 7.0% from a year earlier, mainly due to a $602.1 million decrease in brokered deposits.
The company declared a second-quarter cash dividend of $0.36 per share and did not repurchase any common stock during the quarter.
Heritage Financial reported second quarter 2026 net income of $17.5 million, or $0.42 per diluted share, down from $18.9 million, or $0.48, in the first quarter but up from $12.2 million, or $0.36, a year earlier. Net interest margin rose to 3.99%, and the board declared a $0.25 per share quarterly dividend payable August 19, 2026.
Net income was $17.5 million, or $0.42 per diluted share, versus $18.9 million, or $0.48, in Q1 2026 and $12.2 million, or $0.36, in Q2 2025.
Adjusted diluted EPS was $0.57, compared with $0.59 in Q1 2026 and $0.53 in Q2 2025.
Net interest margin rose 3 basis points to 3.99%; merger-related expenses were $7.5 million in Q2 2026, up from $5.2 million in Q1.
Board declared a $0.25 quarterly cash dividend, payable August 19, 2026, to shareholders of record on August 5, 2026.
Rexford Industrial reported a second-quarter net loss attributable to common stockholders of $506.9 million, or $2.26 per diluted share, driven by $624.8 million of non-cash impairments tied to assets designated for disposition. Company share of Core FFO per diluted share rose 6.8% to $0.63, and the company raised its 2026 Core FFO per share guidance and its 2026 disposition guidance to $1.5 billion to $2.0 billion, while full-year net loss per share guidance moved to a loss of $1.32 to $1.27 from prior net income guidance of $1.22 to $1.27.
Net loss of $506.9 million ($2.26 per diluted share) versus net income of $113.4 million ($0.48) a year earlier; impairments were $624.8 million.
Core FFO per diluted share was $0.63, up 6.8% from $0.59; Company share of Core FFO was $141.4 million, up 1.2%.
2026 Core FFO per share guidance raised to $2.38 to $2.43 from $2.37 to $2.42; disposition guidance raised to $1.5 billion to $2.0 billion from $400 million to $500 million.
Same Property Portfolio NOI decreased 0.5%; comparable total new and renewal rents fell 2.8% on a net effective basis and 11.3% on a cash basis. The Board authorized a new $1.0 billion stock repurchase program after quarter end.
Ovintiv reported second quarter 2026 net earnings of $456 million, or $1.62 per diluted share, up from $307 million in the year-earlier quarter, on total revenues of $3.013 billion versus $2.318 billion. The results include a $337 million pre-tax loss on the sale of its Anadarko assets, and the company raised its full-year 2026 production guidance while keeping capital investment guidance unchanged. The board also declared a $0.30 per share quarterly dividend.
Q2 2026 net earnings were $456 million, or $1.62 per diluted share, versus $307 million, or $1.18 per diluted share, in Q2 2025
Q2 2026 Non-GAAP Free Cash Flow was $682 million, and the company repurchased about $345 million of shares (6.1 million shares)
Full-year 2026 production guidance was revised to 630 to 645 MBOE/d; capital investment guidance is unchanged at $2.25 billion to $2.35 billion
Quarterly dividend of $0.30 per share is payable September 29, 2026 to holders of record on September 15, 2026
RingCentral reported second-quarter 2026 revenue of $657 million, up 5.9% year over year, and GAAP diluted EPS of $0.45 versus $0.14 a year earlier. The company raised its full-year 2026 revenue, margin and free cash flow guidance and increased its quarterly dividend about 67% to $0.125 per share, which matters to shareholders because it reflects higher reported results and a larger cash return.
Total revenue was $657 million versus $620 million a year earlier; non-GAAP EPS was $1.22 versus $1.06.
Full-year 2026 total revenue guidance was raised to $2.635 billion to $2.646 billion; non-GAAP EPS guidance is $4.96 to $5.10.
Quarterly dividend raised from $0.075 to $0.125 per share, payable August 20, 2026 to holders of record as of August 6, 2026.
The company repurchased about 2.2 million shares for $94 million in the quarter and has about $326 million remaining under its authorization.
Hilltop Holdings reported second-quarter 2026 income attributable to common stockholders of $36.5 million, or $0.63 per diluted share, up from $0.57 a year earlier but down from $0.64 in the first quarter of 2026. The board also declared a $0.22 quarterly dividend and raised its stock repurchase authorization to $200.0 million, while the company said economic conditions will continue to have an adverse impact on operating results for the rest of 2026.
Q2 2026 income attributable to common stockholders was $36.5 million, or $0.63 per diluted share, versus $36.1 million, or $0.57, in Q2 2025.
Noninterest income rose 3.8% to $200.0 million, and noninterest expense rose 2.1% to $266.7 million, compared with the second quarter of 2025.
Quarterly dividend of $0.22 per share is payable August 21, 2026, to holders of record on August 7, 2026.
Repurchase program authorization increased by $75.0 million to $200.0 million, with about $106 million of capacity remaining through the January 2027 expiration.
BancFirst reported second-quarter 2026 net income of $66.7 million, or $1.96 per diluted share, up from $62.3 million, or $1.85 per diluted share, a year earlier. Net interest income rose to $133.5 million and net interest margin widened to 3.84%, while noninterest expense and credit provisions also increased. The company said it announced the SpiritBank acquisition during the quarter, with a fourth-quarter close anticipated pending regulatory approval.
Net income $66.7 million ($1.96 diluted EPS) vs. $62.3 million ($1.85) in Q2 2025
Net interest income $133.5 million vs. $121.3 million; net interest margin 3.84% vs. 3.75%
Noninterest expense $97.5 million vs. $88.2 million; provision for credit losses $4.9 million vs. $1.4 million
Nonaccrual loans 0.94% of total loans at June 30, 2026, up from 0.72% at year-end 2025
Glacier Bancorp reported second-quarter 2026 net income of $97.9 million, up 85% from $52.8 million a year earlier and up 19% from the prior quarter. Diluted earnings per share were $0.75, compared with $0.45 a year earlier, and net interest margin widened to 3.90%, which supports earnings for shareholders.
Net income $97.9 million for the quarter ended June 30, 2026, versus $82.1 million in the prior quarter and $52.8 million a year earlier
Diluted EPS $0.75, versus $0.63 in the prior quarter and $0.45 a year earlier; operating diluted EPS $0.76 (non-GAAP)
Net interest margin 3.90%, up 10 basis points from the prior quarter and 69 basis points from a year earlier
Quarterly dividend of $0.33 per share declared June 23, 2026, payable July 16, 2026
Primis Financial reported second-quarter 2026 net income available to common shareholders of $9.4 million, or $0.38 per diluted share, up from $2.4 million, or $0.10, a year earlier and $0.30 per diluted share in the first quarter of 2026. For the first six months, net income fell to $16.7 million, or $0.68 per diluted share, from $25.1 million, or $1.01, in the same period of 2025. The board also declared a $0.10 per share quarterly dividend, unchanged from the prior quarters.
Q2 2026 net income available to common shareholders was $9.4 million, or $0.38 per diluted share, versus $2.4 million, or $0.10, in Q2 2025.
First-half 2026 net income was $16.7 million, or $0.68 per diluted share, versus $25.1 million, or $1.01, in first-half 2025.
Net interest margin was 3.45% in Q2 2026 versus 2.86% in Q2 2025; total assets were $4.4 billion at June 30, 2026.
Provision for credit losses was $5.5 million in Q2 2026, including about $5.3 million tied to one nonaccrual credit; the $0.10 dividend is payable August 21, 2026 to holders of record on August 7, 2026.
Customers Bancorp reported unaudited second-quarter 2026 net income available to common shareholders of $71.6 million, or $2.05 per diluted share, up from $55.8 million, or $1.73 per diluted share, a year earlier. The company reaffirmed its full-year 2026 guidance across all metrics, and deposits and loans both reached period-end records.
Q2 2026 net income available to common shareholders was $71.6 million, or $2.05 per diluted share, compared with $55.8 million, or $1.73 per diluted share, in Q2 2025.
Net interest income was $193.4 million in Q2 2026, up $16.7 million from Q2 2025.
Management reaffirmed full-year 2026 guidance across all metrics.
Non-performing loans rose to 0.31% of total loans and leases at June 30, 2026, from 0.18% at June 30, 2025.
Eastern Bankshares reported second-quarter 2026 net income of $105.2 million, or $0.48 per diluted share, up from $65.3 million, or $0.29 per diluted share, in the first quarter. Operating net income, which excludes items such as merger-related costs, was a record $106.5 million, or $0.49 per diluted share. The Board also approved a share repurchase program of up to 11.35 million shares, or 5% of outstanding common stock, running through December 31, 2027, and a $0.15 quarterly dividend.
Net income $105.2 million, or $0.48 per diluted share, vs. $65.3 million, or $0.29, in the first quarter of 2026
Operating net income of $106.5 million, or $0.49 per diluted share, described as a record
Share repurchase program of up to 11.35 million shares through December 31, 2027; Federal Reserve non-objection received July 16, 2026
Quarterly cash dividend of $0.15 per share, payable September 22, 2026, to holders of record as of September 8, 2026
Sallie Mae reported second quarter 2026 GAAP diluted earnings of $0.29 per share, down from $0.32 a year earlier, with net income of $58.5 million versus $71.3 million. Net charge-offs rose to $113 million from the year-ago quarter, and the company set full-year 2026 diluted EPS guidance of $3.10 to $3.20, which shareholders will weigh against the lower quarterly results.
GAAP diluted EPS was $0.29 versus $0.32 in Q2 2025; net income was $58.5 million versus $71.3 million.
Net charge-offs were $113 million, up from the year-ago quarter; delinquencies were 3.72% of loans in repayment versus 3.51% in Q2 2025.
Full-year 2026 guidance: diluted EPS of $3.10 to $3.20, net charge-offs of $365 million to $385 million, and non-interest expenses of $750 million to $780 million.
Private Education Loan originations rose 4.5% from the year-ago quarter.
Columbia Banking System reported second quarter 2026 net income of $208 million, up from $192 million in the first quarter, with diluted earnings of $0.73 per share versus $0.66 a quarter earlier. Net interest income fell $5 million to $589 million, while lower merger expense cut non-interest expense by $19 million to $375 million. Total deposits declined to $52.1 billion from $53.5 billion, and borrowings rose to $4.3 billion.
Net income was $208 million, up from $192 million in Q1 2026; diluted EPS was $0.73 versus $0.66 in Q1 and $0.73 in Q2 2025
Operating diluted EPS, a non-GAAP measure, was $0.76 versus $0.72 in Q1 2026
Net interest income was $589 million, down $5 million, and net interest margin was 3.93%, down 3 basis points
Non-interest expense was $375 million, down $19 million on lower merger expense; total deposits fell to $52.1 billion from $53.5 billion
Virginia National Bankshares reported second-quarter 2026 net income of $9.0 million, or $1.65 per diluted share, up from $4.2 million, or $0.78 per diluted share, a year earlier. The filing attributes the increase mainly to a lower cost of funds, reduced noninterest expense and a $4.7 million gain on the sale of a limited partnership interest in Bearing Insurance Group, LLC. The board also declared a $0.36 per share quarterly dividend, payable August 28, 2026 to holders of record on August 14, 2026.
Q2 2026 net income was $9.0 million, or $1.65 per diluted share, versus $4.2 million, or $0.78, in Q2 2025.
Noninterest income included a $4.7 million gain on the Bearing Insurance Group, LLC transaction.
Net interest margin (FTE) was 3.65% versus 3.40%, and the efficiency ratio (FTE) was 41.6% versus 61.2%.
Quarterly cash dividend of $0.36 per share is payable August 28, 2026 to holders of record on August 14, 2026.
Edwards Lifesciences reported second-quarter 2026 sales of $1.74 billion, up 13.6% from a year earlier, and raised its full-year 2026 sales growth guidance to 10% to 11% on a constant currency basis. GAAP diluted EPS fell to $0.42 from $0.56 because of a $188.2 million tax valuation allowance tied to California budget legislation, while adjusted EPS rose to $0.78 from $0.67 and full-year adjusted EPS guidance of $2.95 to $3.05 was reaffirmed.
Q2 2026 net sales were $1.74 billion, up from $1.53 billion in Q2 2025; TAVR sales were $1.26 billion, up 11.3%.
GAAP diluted EPS was $0.42 versus $0.56 a year earlier, including a $188.2 million valuation allowance against deferred tax assets.
Full-year 2026 sales growth guidance was raised to 10% to 11% from 9% to 11%; adjusted EPS guidance of $2.95 to $3.05 was reaffirmed.
For Q3 2026, Edwards projects total sales of $1.63 billion to $1.71 billion and adjusted EPS of $0.71 to $0.77.
OP Bancorp reported preliminary unaudited second-quarter 2026 net income of $8.0 million, or $0.53 per diluted share, up from $7.2 million and $0.48 in the first quarter and from $6.3 million and $0.42 a year earlier. The company also declared a quarterly cash dividend of $0.14 per share, payable August 20, 2026, which shareholders of record on August 6, 2026 will receive.
Revenue was $25.7 million in the second quarter, up from $24.6 million in the first quarter, and net interest margin fell to 3.08% from 3.19%.
The company recorded a $149 thousand reversal of provision for credit losses, tied to the payoff of a previously reserved nonaccrual commercial real estate loan.
Quarterly cash dividend of $0.14 per share is payable on or about August 20, 2026 to holders of record as of August 6, 2026.
SouthState reported second-quarter 2026 diluted earnings per share of $2.35 and net income of $230 million, both higher than the first quarter and the year-earlier period. The board also raised the quarterly cash dividend from $0.60 to $0.66 per share, payable August 14, 2026.
Diluted EPS of $2.35 for the quarter, up from $2.28 in the first quarter of 2026 and $2.11 a year earlier; net income of $230 million.
Net interest income of $576 million, up $14 million from the prior quarter; noninterest income of $97 million, down $3 million.
Quarterly dividend raised from $0.60 to $0.66 per share, payable August 14, 2026, to shareholders of record as of August 7, 2026.
Codexis said on July 23, 2026 that it expects second-quarter 2026 revenue of at least $14.8 million and cash, cash equivalents and short-term investments of about $54.9 million as of June 30, 2026. The figures are preliminary, unaudited and subject to the company's financial closing procedures, so the final results may differ.
Preliminary total revenue for the three months ended June 30, 2026 is at least $14.8 million.
Preliminary cash, cash equivalents and short-term investments as of June 30, 2026 are about $54.9 million.
The auditor has not reviewed these preliminary figures, and the company says final results may vary.
Selective Insurance Group reported second-quarter 2026 net income of $2.11 per diluted share, up from $1.36 a year earlier, with non-GAAP operating income of $1.95 per share. Net premiums written fell 5% to $1,220.7 million, while the company raised its 2026 after-tax net investment income expectation to $480 million from $465 million, so shareholders see higher profit alongside shrinking premium volume.
Net income per diluted share was $2.11 versus $1.36 in Q2 2025; non-GAAP operating income per share was $1.95 versus $1.31
GAAP combined ratio was 98.0% versus 100.2%, helped by lower catastrophe and property losses and no prior year casualty reserve development
Net premiums written decreased 5%; Standard Commercial Lines premiums fell 6%, and average Commercial Lines renewal pure price increases were 6.5% versus 8.9%
2026 guidance: GAAP combined ratio of 96.5% to 97.5%, after-tax net investment income of $480 million, and an effective tax rate of 21.5%
Associated Banc-Corp reported second quarter 2026 net income available to common equity of $121 million, or $0.63 per share, up from $108 million a year earlier but with per-share earnings down from $0.65. Excluding nonrecurring items tied to the American National Corporation acquisition, adjusted earnings were $140 million, or $0.73 per share. Net interest income rose 23% from a year earlier to $370 million, while the company said it continues to expect most of its 2026 growth targets.
Q2 2026 net income available to common equity was $121 million, or $0.63 per share, versus $117 million, or $0.70 per share, in Q1 2026 and $108 million, or $0.65 per share, in Q2 2025.
Adjusted earnings excluding nonrecurring items were $140 million, or $0.73 per share; nonrecurring noninterest expense included $24 million tied to the American National Corporation acquisition, which closed April 1, 2026.
Period-end loans reached $36.5 billion, up 19% from a year earlier, and period-end deposits reached $39.9 billion, up 17%.
The company now expects 2026 period-end loan growth of 18% to 20% and noninterest expense growth of 20% to 21%, compared with 2025 standalone results.
Ameris Bancorp reported second-quarter 2026 net income of $51.4 million, or $0.77 per diluted share, down from $109.8 million, or $1.60, a year earlier. The decline reflects an $82.5 million litigation expense accrual tied to a California employment jury verdict. Excluding that accrual and a securities gain, adjusted net income was $107.3 million, or $1.60 per diluted share, compared with $1.59 a year earlier.
GAAP net income of $51.4 million, or $0.77 per diluted share, versus $109.8 million, or $1.60, in Q2 2025
Adjusted net income of $107.3 million, or $1.60 per diluted share, versus $109.4 million, or $1.59, in Q2 2025
Noninterest expense of $242.7 million included an $82.5 million litigation accrual tied to a California employment jury verdict
Net interest margin was 3.88%, unchanged from Q1 2026; loans grew $349.9 million in the quarter
Enova International reported second quarter 2026 results on July 23, 2026, with total revenue of $929 million, up 22% from a year earlier, and diluted earnings per share of $4.00, up 40%. The CFO said the company is raising its outlook for the year, though the filing does not give new guidance figures. The company also said its planned acquisition of Grasshopper Bank remains under regulatory review, with closing expected later this year.
Total revenue of $929 million, up 22% from $764 million in Q2 2025.
Net income of $105 million, or $4.00 per diluted share, versus $2.86 per diluted share a year earlier.
Adjusted earnings per share of $4.31, up 33% from $3.23 in Q2 2025.
CFO Scott Cornelis said the company is raising its outlook for the year; the Grasshopper Bank deal awaits regulatory approval.
Universal Insurance Holdings reported second quarter 2026 results for the quarter ended June 30, 2026, with net income available to common stockholders of $59.2 million, up 68.7% from a year earlier. Total revenue rose 6.7% to $427.0 million, and a lower net loss ratio drove the profit gain, which management attributes to favorable claims and litigation trends. The board also declared a 16-cent quarterly dividend, and the company repurchased about 122 thousand shares for $4.5 million during the quarter.
Diluted GAAP EPS was $2.04 versus $1.21 a year earlier; diluted adjusted EPS was $1.84 versus $1.23.
Total revenues were $427.0 million, up 6.7%; direct premiums written were $621.3 million, up 4.1%.
Net loss ratio was 64.8%, down 7.5 points; combined ratio was 91.6% versus 97.8%.
Board declared a 16-cent quarterly dividend, payable August 7, 2026, to holders of record as of July 31, 2026.
First Interstate BancSystem reported second-quarter 2026 net income of $83.9 million, or $0.87 per diluted share, up from $60.2 million, or $0.61, in the first quarter and $71.7 million, or $0.69, a year earlier. The board also raised its share repurchase authorization by $150.0 million to a total of $450.0 million and declared a $0.47 per share dividend, which matters to shareholders because it reflects higher earnings and continued capital return.
Q2 2026 net income of $83.9 million, or $0.87 per diluted share, versus $60.2 million, or $0.61, in Q1 2026
Net interest margin rose to 3.45% from 3.41% in Q1 2026; the Nebraska branch sale produced a $19.5 million gain
Board raised the buyback authorization by $150.0 million to $450.0 million total; about $29.7 million remained available as of June 30, 2026
Dividend of $0.47 per share declared July 22, 2026, payable August 14, 2026, to holders of record on August 4, 2026
Five Point Holdings reported second quarter 2026 consolidated net income of $29.9 million, up from $8.6 million a year earlier, on revenues of $13.9 million versus $7.5 million. The company said it is not updating its prior guidance of approximately $100 million in consolidated net income for 2026, and that remaining land sales are expected in the fourth quarter, subject to market conditions. For shareholders, the quarter's gain was driven largely by a $159.3 million land sale by the Great Park Venture, while six-month net income of $25.0 million was below the $69.2 million reported a year earlier.
Q2 2026 net income attributable to the Company was $10.9 million, or $0.15 per diluted Class A share, versus $3.3 million, or $0.05, in Q2 2025.
Six-month 2026 net income was $25.0 million, down from $69.2 million in the first six months of 2025.
Great Park Venture sold 17.7 acres of commercial land for $159.3 million during the quarter.
As of June 30, 2026, cash and cash equivalents were $348.4 million and total liquidity was $565.9 million.
Kinsale Capital Group reported second-quarter 2026 net income of $175.9 million, or $7.72 per diluted share, up from $134.1 million, or $5.76 per share, a year earlier. Gross written premiums fell 5.0%, mainly because of heightened competition in the Commercial Property Division, while underwriting income rose to $105.4 million and the company added a $250 million share repurchase authorization.
Q2 2026 net income $175.9 million ($7.72 per diluted share) vs. $134.1 million ($5.76) in Q2 2025
Q2 2026 net operating earnings $126.2 million ($5.54 per diluted share) vs. $111.4 million ($4.78)
Gross written premiums $527.6 million, down 5.0%; Commercial Property Division premiums down 32.7%
July 2026 board approved an additional $250 million buyback, leaving $337.5 million of remaining capacity
SS&C reported second-quarter 2026 results, with GAAP revenue of $1,695.7 million, up 10.3% from a year earlier, and GAAP diluted earnings per share of $0.97, up 34.7%. The company also issued full-year 2026 guidance for adjusted revenue and adjusted diluted EPS, which shareholders can compare against future results.
Q2 2026 GAAP net income attributable to SS&C common stockholders was $234.8 million, up 29.9%.
Adjusted diluted EPS was $1.76, up 18.1%; adjusted consolidated EBITDA was $670.7 million, up 11.7%.
FY 2026 guidance: adjusted revenue of $6,672 million to $6,832 million and adjusted diluted EPS of $6.93 to $7.25.
Returned $499.2 million to shareholders in Q2, including $435.2 million in share repurchases.
C&N reported unaudited second quarter 2026 net income of $14.1 million, or $0.79 per diluted share, compared with $273,000 in the first quarter of 2026 and $6.1 million in the second quarter of 2025. The company also declared a regular quarterly dividend of $0.28 per share, payable August 14, 2026, to holders of record on August 3, 2026, which shareholders will receive as cash.
Net income of $14,057,000, or $0.79 per diluted share, for Q2 2026, versus $273,000 ($0.02) in Q1 2026 and $6,117,000 ($0.40) in Q2 2025
Credit for credit losses of $1,846,000 in Q2 2026, compared with a provision of $13,602,000 in Q1 2026, which included a $10,056,000 charge-off on one commercial real estate loan
Net interest margin of 4.07% in Q2 2026, up from 3.98% in Q1 2026 and 3.52% in Q2 2025
Quarterly dividend of $0.28 per share, payable August 14, 2026, to shareholders of record as of August 3, 2026
WSFS Financial reported second-quarter 2026 diluted EPS of $1.63 and net income of $84.4 million, compared with $1.64 and $86.8 million in the first quarter and $1.27 and $72.3 million a year earlier. Total net revenue rose to $282.5 million from $267.5 million a year ago, and the company returned $76.6 million to shareholders through buybacks and dividends.
Diluted EPS $1.63 in 2Q 2026 vs. $1.64 in 1Q 2026 and $1.27 in 2Q 2025
Total net revenue $282.5 million, up from $275.3 million in 1Q 2026 and $267.5 million in 2Q 2025
Repurchased $66.2 million of common stock and paid $10.4 million in dividends in 2Q 2026
Management will hold a conference call on Friday, July 24, 2026 at 1:00 p.m. ET; the CEO referenced an updated full-year outlook, but the filing excerpt does not state its figures
Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% from a year earlier, and non-GAAP EPS of $0.42 compared with a non-GAAP loss of $0.10 a year earlier. GAAP results were a net loss attributable to Intel of $11.0 billion, or $(2.16) per share, driven by a $12.6 billion net charge in interest and other, net. Intel guided third-quarter 2026 revenue to $15.8 billion to $16.8 billion and non-GAAP EPS to $0.38.
Q2 2026 revenue was $16.1 billion, up 25% year over year; GAAP gross margin was 40.4% and non-GAAP gross margin was 41.8%.
GAAP net loss attributable to Intel was $11.0 billion, compared with $2.9 billion a year earlier; non-GAAP net income attributable to Intel was $2.2 billion.
Interest and other, net was a $12.6 billion charge in the quarter; the filing lists the Escrowed Shares mark-to-market as a component of this line.
Third-quarter 2026 guidance: revenue of $15.8 billion to $16.8 billion, GAAP EPS of $0.31 and non-GAAP EPS of $0.38.
Verisign reported second-quarter 2026 revenue of $435 million, up 6.0% from a year earlier, with diluted EPS of $2.38 versus $2.21 and net income of $217 million. The company said it is raising its full-year 2026 guidance, and its board authorized about $884 million in new share repurchases, bringing total available authorization to $1.50 billion with no expiration date.
Q2 2026 revenue $435 million, up 6.0%; operating income $296 million versus $281 million a year earlier
Diluted EPS $2.38 versus $2.21; net income $217 million versus $207 million
Board added about $884 million to the buyback, for a total of $1.50 billion with no expiration date
Quarterly cash dividend of $0.81 per share, payable August 27, 2026 to holders of record on August 19, 2026
Tenet Healthcare reported second-quarter 2026 results on July 23, 2026, with net operating revenues of $5.628 billion, up 6.8% from a year earlier, and net income to common shareholders of $826 million, or $9.84 per diluted share, versus $288 million, or $3.14, in the second quarter of 2025. The company raised its full-year 2026 adjusted EBITDA outlook and authorized a $2.0 billion increase to its share repurchase program, which matters to shareholders because it lifts expected earnings and returns capital.
Adjusted diluted EPS rose 52.2% to $6.12 from $4.02 a year earlier.
Net income includes $413 million of revenue from the early termination of the CommonSpirit contract, which is excluded from net operating revenues.
FY 2026 adjusted EBITDA outlook is now $4.83 billion to $5.03 billion, a $295 million increase at the midpoint; adjusted free cash flow outlook is $2.725 billion to $3.025 billion.
The Board authorized a $2.0 billion increase to the share repurchase program, leaving $2.13 billion available as of July 23, 2026.
Deckers reported first-quarter fiscal 2027 net sales up 5.7% to $1.020 billion and diluted EPS of $0.94, up from $0.93 a year earlier. The company raised its full-year diluted EPS guidance to $7.35 to $7.50, five cents above the prior outlook, while operating income fell to $155.3 million from $165.3 million.
Net sales rose 5.7% to $1.020 billion; HOKA brand sales rose 7.7% to $703.5 million and UGG brand sales rose 4.9% to $278.0 million
Diluted EPS was $0.94 versus $0.93; operating income declined to $155.3 million from $165.3 million
Full-year FY2027 diluted EPS guidance was raised to $7.35 to $7.50; operating margin is now expected to be slightly better than 21.5%
The company repurchased $338.2 million of shares in the quarter and had about $4.7 billion remaining under its buyback authorization
Marten Transport reported second-quarter 2026 net income of $5.3 million, or 7 cents per diluted share, down from $7.2 million, or 9 cents, a year earlier. Operating revenue fell 2.8% to $223.5 million, partly reflecting the 2025 sale of its intermodal operations, and net income rose 286.3% from the first quarter of 2026. The filing gives no financial guidance, and the company is furnishing an investor presentation under Regulation FD.
Q2 2026 net income was $5.3 million, or 7 cents per diluted share, versus $7.2 million, or 9 cents, in Q2 2025
Operating revenue was $223.5 million versus $229.9 million; intermodal operations, sold in 2025, had $11.7 million of revenue in the 2025 quarter
Operating income was $6.9 million versus $9.7 million, and the consolidated operating ratio rose to 96.9% from 95.8%
Net income improved 286.3% sequentially from $1.4 million in Q1 2026; six-month net income was $6.7 million versus $11.5 million
The Hartford reported second quarter 2026 net income available to common stockholders of $1.3 billion, or $4.68 per diluted share, up from $990 million, or $3.44, a year earlier. The result includes a $251 million income tax benefit tied to the agreed sale of Hartford Funds, while core earnings rose 1% to $945 million. The Board also authorized a new $4.2 billion share repurchase program, which shareholders may view as a sign of capital returns continuing.
Net income available to common stockholders was $1.3 billion ($4.68 per diluted share), up from $990 million ($3.44) in Q2 2025, including a $251 million income tax benefit tied to the Hartford Funds sale.
Core earnings were $945 million ($3.42 per diluted share), up 1% from $932 million in Q2 2025.
The Board authorized a new $4.2 billion share repurchase program, effective Aug. 1, 2026, through the end of 2028, a 27% increase from the prior authorization.
Business Insurance combined ratio was 91.4 versus 87.0 a year earlier, while Personal Insurance improved to 90.1 from 94.1.
AppFolio reported second-quarter 2026 revenue of $281 million, up 19% from a year earlier, and GAAP net income of $41.5 million, or $1.17 per diluted share, compared with $0.99 a year earlier. The company raised its fiscal 2026 revenue range to $1.117 billion to $1.127 billion and its non-GAAP operating margin range to 26.5% to 28.0%, which is a positive signal for shareholders.
Q2 2026 revenue rose 19% year-over-year to $281 million; GAAP operating income rose 31% to $53 million
GAAP diluted earnings per share were $1.17, compared with $0.99 in Q2 2025
Full-year 2026 revenue outlook increased to $1.117 billion to $1.127 billion
Full-year 2026 non-GAAP operating margin outlook increased to 26.5% to 28.0% of revenue
Boyd Gaming reported second-quarter 2026 revenue of $1.03 billion, in line with the year-earlier quarter, while GAAP net income fell to $131.2 million from $151.5 million. Adjusted earnings rose to $1.93 per share from $1.87, but Adjusted EBITDAR declined to $350.5 million from $357.9 million. The company also repurchased $156 million of its shares during the quarter.
Q2 2026 revenue was $1.03 billion, in line with Q2 2025.
Net income attributable to Boyd Gaming was $131.2 million, or $1.75 per diluted share, versus $151.5 million, or $1.84 per share, a year earlier.
Adjusted earnings were $144.4 million, or $1.93 per share, versus $1.87 per share in Q2 2025.
The company repurchased $156 million of shares in Q2 and had $551 million remaining under its authorization as of June 30, 2026.
Knowles reported second-quarter 2026 revenue of $166.8 million, up 14% from a year earlier, and diluted EPS from continuing operations of $0.21, up from $0.09. The company said revenue exceeded the high end of its guided range and non-GAAP diluted EPS of $0.33 was above that range. It also gave a Q3 2026 outlook of $167 million to $177 million in revenue and non-GAAP diluted EPS of $0.34 to $0.38, and now expects 2026 revenue growth of 10% to 12%.
Q2 2026 revenue was $166.8 million, up 14% year over year; gross margin was 44.7% on a GAAP basis.
Q2 2026 diluted EPS from continuing operations was $0.21 versus $0.09 a year earlier; non-GAAP diluted EPS was $0.33, up 38%.
Q3 2026 guidance: revenue of $167 million to $177 million and non-GAAP diluted EPS of $0.34 to $0.38.
Management expects 2026 revenue growth of 10% to 12% and adjusted EBITDA growth of more than 20%.
MaxLinear reported unaudited second-quarter 2026 results, with net revenue of $168.8 million, up 55% from a year earlier, and GAAP diluted earnings of $0.02 per share versus a loss of $0.31 per share in the year-ago quarter. The company also gave third-quarter 2026 revenue guidance of $210 million to $220 million, and GAAP net income was helped by an $8.3 million income tax benefit.
Q2 2026 net revenue was $168.8 million, up 23% from $137.2 million in Q1 2026 and up 55% from $108.8 million in Q2 2025.
GAAP diluted EPS was $0.02, compared with a loss of $0.52 in Q1 2026 and $0.31 in Q2 2025; non-GAAP diluted EPS was $0.35.
Infrastructure business revenue rose 145% year over year, which the company attributed to optical AI data center products.
Third-quarter 2026 guidance: revenue of $210 million to $220 million, GAAP gross margin of 57.0% to 60.0%, and GAAP operating expenses of $98 million to $104 million.
Newmont reported second quarter 2026 results on July 23, 2026. Net income attributable to stockholders was $2.2 billion, or $2.06 per diluted share, down $1.1 billion from the prior quarter, mainly on lower realized gold and silver prices. The company reported record second quarter free cash flow of $2.2 billion, reaffirmed its 2026 guidance, and said it has repurchased $1.7 billion of stock since its last earnings call.
Adjusted net income was $2.2 billion, or $2.10 per diluted share, compared with $3.2 billion, or $2.90 per share, in the first quarter of 2026
Average realized gold price was $4,414 per ounce, a decrease of $486 per ounce from the prior quarter
Free cash flow was $2.2 billion, down 30 percent from the prior quarter; the company declared a $0.26 per share dividend payable September 28, 2026
As of the filing date, $4.3 billion remains under the current $6 billion share repurchase authorization
Comfort Systems USA reported second-quarter 2026 net income of $441.6 million, or $12.53 per diluted share, up from $230.8 million, or $6.53 per diluted share, a year earlier, on revenue of $3.27 billion versus $2.17 billion. The board also declared a quarterly dividend of $0.90 per share, $0.10 above the company's most recent dividend, which raises the cash return to shareholders.
Q2 2026 net income was $441.6 million, or $12.53 per diluted share, versus $230.8 million, or $6.53, in Q2 2025.
Q2 2026 revenue was $3.27 billion, compared with $2.17 billion in Q2 2025.
Backlog was $14.06 billion at June 30, 2026, up from $12.45 billion at March 31, 2026 and $8.12 billion at June 30, 2025.
The $0.90 quarterly dividend is payable August 24, 2026, to stockholders of record at the close of business on August 13, 2026.
Community West Bancshares reported unaudited second-quarter 2026 net income of $2,695,000, or $0.10 per diluted share, down from $7,832,000, or $0.41, a year earlier. The filing ties the decline mainly to merger and conversion costs from the April 1, 2026 combination with United Security Bancshares, a $5,899,000 loss on securities sales and a higher provision for credit losses, while net interest income rose year over year. The board also declared a $0.12 per share cash dividend payable August 21, 2026.
Net income of $2,695,000 ($0.10 per diluted share) for the quarter ended June 30, 2026, versus $11,489,000 ($0.60) in the prior quarter and $7,832,000 ($0.41) a year earlier.
Non-core items included merger and conversion costs of $7,747,000, a loss on sales and calls of investment securities of $5,899,000, and a provision for credit losses of $5,635,000.
Comparable (non-GAAP) diluted EPS was $0.45; net interest margin was 4.56%, up from 4.30% in the first quarter of 2026.
The board declared a $0.12 per share cash dividend payable August 21, 2026, to shareholders of record as of August 7, 2026.
SkyWest reported second-quarter 2026 net income of $101 million, or $2.54 per diluted share, down from $120 million, or $2.91 per diluted share, a year earlier, even as revenue rose 7% to $1.1 billion. The company said higher fuel cost per gallon in its prorate business weighed on results. Its board also approved a $250 million increase to the stock repurchase program, bringing total remaining authorization to approximately $313 million.
Revenue was $1.1 billion in Q2 2026, up $68 million, or 7%, from Q2 2025.
Net income was $101 million, or $2.54 per diluted share, versus $120 million, or $2.91 per diluted share, in Q2 2025.
Aircraft fuel expense was $60.6 million in Q2 2026, compared with $27.5 million in Q2 2025.
The Board approved a $250 million repurchase increase effective July 23, 2026; about $63 million remained under the existing program at June 30, 2026.
Magyar Bancorp reported net income of $3.1 million for the three months ended June 30, 2026, up 25% from $2.5 million a year earlier, driven by higher net interest income. Its board also approved a quarterly cash dividend of $0.10 per share, payable August 20, 2026 to holders of record on August 6, 2026.
Three-month basic EPS was $0.50 versus $0.40 a year earlier; diluted EPS was $0.49 versus $0.40.
Nine-month net income was $9.3 million versus $7.2 million, and nine-month basic EPS was $1.49 versus $1.16.
Net interest margin rose 30 basis points to 3.65% for the quarter, from 3.35%.
Quarterly dividend of $0.10 per share: record date August 6, 2026; payment date August 20, 2026.
Scholastic reported fiscal 2026 revenue of $1.58 billion, down 3%, while net income rose to $56.7 million from a $1.9 million loss, helped by a $99.7 million gain on sale-leaseback transactions. Adjusted EBITDA rose 4% to $151.5 million, in line with guidance, and the company returned $288.6 million to shareholders. Its fiscal 2027 outlook calls for revenue growth of about 2% to 4% and Adjusted EBITDA of $135 million to $145 million.
Fiscal 2026 revenue fell 3% to $1,581.9 million; fourth-quarter revenue fell 6% to $476.1 million.
Fiscal 2026 diluted EPS was $2.34, compared with a loss of $0.07 a year earlier; operating income was $15.2 million versus $15.8 million.
Fiscal 2027 outlook: revenue growth of about 2% to 4% and Adjusted EBITDA of about $135 million to $145 million.
The company returned about $288.6 million to shareholders in fiscal 2026 and had $183.0 million left on its repurchase authorization at May 31, 2026.
Eagle Financial Services reported second quarter 2026 net income of $5.0 million, or $0.92 per share, which includes a $3.5 million pre-tax gain from selling its stake in Bearing Insurance Group. Excluding the gain, adjusted net income was $2.2 million, down from $3.7 million in the first quarter and $5.3 million a year earlier, mainly because the provision for credit losses rose to $3.2 million. The board also declared a $0.31 quarterly dividend, so shareholders should weigh the one-time gain against weaker core earnings.
Net income was $5.0 million, or $0.92 per share, for Q2 2026, versus $3.7 million, or $0.69 per share, in Q1 2026 and $5.3 million, or $0.98 per share, in Q2 2025.
Adjusted net income, excluding the tax-effected gain, was $2.2 million, or $0.41 per share, down 40.5% from Q1 2026.
Provision for credit losses on loans was $3.2 million, compared with $2.0 million in Q1 2026 and $856 thousand in Q2 2025.
Quarterly cash dividend of $0.31 per share is payable August 14, 2026, to shareholders of record on August 3, 2026.
Robert Half reported second-quarter 2026 results on July 23, 2026. Revenue fell to $1.336 billion from $1.370 billion a year earlier, and net income fell to $26 million ($0.26 per share) from $41 million ($0.41 per share). The company reported an operating loss of $62.3 million for the quarter, compared with operating income of $1.5 million a year earlier, and the filing gives no new full-year guidance.
Q2 2026 revenue was $1.336 billion, versus $1.370 billion in Q2 2025.
Q2 2026 net income was $26 million, or $0.26 per diluted share, versus $41 million, or $0.41, a year earlier.
Reported operating loss was $62.3 million in Q2 2026, versus operating income of $1.5 million in Q2 2025.
CEO M. Keith Waddell said global enterprise revenues and earnings exceeded the midpoint of second-quarter guidance.
AtriCure reported second quarter 2026 revenue of $153.6 million, up 12.8% from a year earlier, and net income of $9.0 million, compared with a net loss of $6.2 million in the same quarter of 2025. The company also issued full-year 2026 guidance of $602 million to $610 million in revenue and $0.05 to $0.13 in net income per share, which shareholders can compare with future results.
Q2 2026 revenue was $153.6 million, up from $136.1 million in Q2 2025; U.S. revenue rose 13.6% to $125.6 million.
Net income was $9.0 million, or $0.18 per diluted share, versus a net loss of $6.2 million, or $0.13 per share, a year earlier.
Adjusted EBITDA was $27.3 million, an increase of $11.9 million or 78% from Q2 2025.
2026 guidance: revenue of approximately $602 million to $610 million and net income per share of $0.05 to $0.13.
Princeton Bancorp reported second-quarter 2026 net income of $7.1 million, or $1.04 per diluted share, up from $6.2 million, or $0.91, in the first quarter and $688 thousand, or $0.10, a year earlier. The gain was driven mainly by higher net interest income and a reversal of credit losses, while total assets and deposits declined from December 31, 2025.
Net income of $7.1 million ($1.04 diluted EPS) for Q2 2026 vs. $6.2 million ($0.91) in Q1 2026 and $688 thousand ($0.10) in Q2 2025
Net interest income rose $1.2 million to $20.0 million from Q1 2026; net interest margin was 3.86%, up 23 basis points
Total assets fell $34.1 million to $2.25 billion and total deposits fell $40.5 million from December 31, 2025, with certificates of deposit down $97.0 million
Non-performing assets were $16.3 million at June 30, 2026, a decrease of $195 thousand from December 31, 2025
Waterstone Financial, Inc. (WSBF) reported net income of $8.5 million, or $0.49 per diluted share, for the quarter ended June 30, 2026, up from $7.7 million, or $0.43 per diluted share, a year earlier. Net interest margin rose to 3.03%, the highest since the quarter ended December 31, 2022, while mortgage banking pre-tax income fell 20.2%. For shareholders, the company also returned $6.5 million through buybacks and dividends in the quarter.
Q2 2026 net income was $8.5 million, or $0.49 per diluted share, versus $7.7 million, or $0.43, in Q2 2025.
Six-month net income was $14.5 million, or $0.84 per diluted share, versus $10.8 million, or $0.59, a year earlier.
Net interest margin was 3.03% for the quarter, up 43 basis points from 2.60% a year earlier.
Mortgage Banking segment pre-tax income was $1.6 million, down $403,000, or 20.2%, from the prior-year quarter.
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