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).
Centene reported second-quarter 2026 results that moved from a loss a year earlier to a profit, and raised the floor of its full-year 2026 earnings guidance. The company said the increase includes about $0.50 of non-recurring items in its Medicare and Commercial segments. A director also resigned and was replaced by Paul Diaz effective July 28, 2026, and the filing states the resignation was not due to any dispute with the company.
GAAP diluted EPS was $2.19 for Q2 2026, versus a loss of $0.51 in Q2 2025; adjusted diluted EPS was $2.51, versus a loss of $0.16
Premium and service revenues rose 4% to $44.4 billion; total revenues were $53,579 million
2026 GAAP diluted EPS guidance floor raised to greater than $3.11; adjusted diluted EPS floor raised to greater than $4.80
Director Kenneth Burdick resigned effective July 28, 2026; Paul Diaz was elected to fill the vacancy and joins the Audit and Quality and Compliance Committees
Nautilus Biotechnology reported second quarter 2026 revenue of $0.2 million, its first revenue, and a net loss of $14.5 million, down from $15.0 million a year earlier. The company also said its broadscale assay will not reach general availability in 2027 at its target specifications, and it is shifting resources toward its proteoform products, which it says will not change its broader financial assumptions.
Q2 2026 revenue was $0.2 million, mainly grant revenue from The Michael J. Fox Foundation, plus service revenue from its first Iterative Mapping Early Access Program sales.
Operating expenses fell 7% to $15.9 million from $17.1 million, and net loss narrowed to $14.5 million from $15.0 million.
Broadscale assay did not meet targets for a 2027 general availability kit; the company will report a commercial timeline at a future date.
Voyager platform launch is expected in early 2027, with cash, cash equivalents and investments of $129.2 million as of June 30, 2026.
Polaris reported second quarter 2026 sales of $2,023 million, up 9% from a year earlier, and diluted EPS of $1.82 versus a loss of $1.39 per share in the prior-year quarter. The company raised its 2026 adjusted EPS guidance to $3.00 to $3.10 from $1.60 to $1.70, of which about $0.96 comes from tariff refunds recorded in the second quarter, so shareholders should weigh that one-time benefit against the higher outlook.
Q2 2026 sales were $2,023 million, up 9%; North America sales rose 11% to $1,755 million.
Reported diluted EPS was $1.82 versus a $1.39 loss a year earlier; adjusted diluted EPS was $1.97 versus $0.40.
Q2 results include $74 million of tariff refunds, which benefited adjusted EPS by $0.96.
2026 adjusted EPS guidance rose to $3.00 to $3.10 from $1.60 to $1.70; adjusted sales guidance rose to $7.30 billion to $7.50 billion from $7.15 billion to $7.30 billion.
Noble Corporation reported a second-quarter 2026 net loss of $37 million, or $0.23 per diluted share, compared with net income of $43 million, or $0.27 per share, a year earlier. Revenue fell to $720 million from $849 million, and the company reduced its full-year 2026 revenue and adjusted EBITDA guidance, mainly because of lower revenue from two rigs in Brazil, which were suspended in the quarter.
Q2 2026 total revenue was $720 million, versus $849 million in Q2 2025; diluted loss per share was $(0.23), versus diluted earnings of $0.27.
Full-year 2026 revenue guidance was cut to $2,800–$2,900 million from $2,800–$3,000 million; adjusted EBITDA guidance was cut to $850–$925 million from $940–$1,020 million.
Brazil operational suspensions reduced second-quarter contract drilling revenue by approximately $43 million.
Board approved a $0.50 per share cash dividend for Q3 2026, payable September 24, 2026, to holders of record on September 3, 2026.
FirstSun Capital Bancorp reported a second-quarter 2026 net loss of $22.9 million, or $(0.49) per diluted share, compared with net income of $26.4 million, or $0.93 per diluted share, a year earlier. The company said results were affected by merger-related expenses after its April 1, 2026 acquisition of First Foundation and by two large commercial loan charge-offs. The board also authorized a share repurchase program of up to $150.0 million, which runs through June 30, 2027 and may be modified or stopped at any time.
Q2 2026 net loss of $(22.9) million, or $(0.49) per diluted share, versus net income of $26.4 million, or $0.93 per diluted share, in Q2 2025
Adjusted net income (non-GAAP) was $21.0 million, or $0.45 per diluted share, for Q2 2026
Merger-related expenses were $57.6 million and net charge-offs were $42.4 million in Q2 2026
Board authorized a repurchase program of up to $150.0 million on July 24, 2026, authorized through June 30, 2027
Richmond Mutual Bancorporation reported second quarter 2026 net income of $2.2 million, or $0.22 per diluted share, down from $2.8 million and $0.28 in the first quarter and from $2.6 million and $0.26 a year earlier. Net interest income and net interest margin rose, and noninterest income increased, but higher noninterest expense from $1.9 million of merger-related costs and a higher provision for credit losses reduced profit. The results do not yet include Farmers Bancorp, whose merger closed July 1, 2026 and will first be reflected in third quarter results.
Diluted EPS was $0.22, compared with $0.28 in Q1 2026 and $0.26 in Q2 2025.
Net interest income rose 5.5% to $12.1 million from Q1 2026; net interest margin was 3.22%, up from 3.10%.
Noninterest expense included $1.9 million of nonrecurring merger-related expenses tied to the Farmers Bancorp acquisition.
Provision for credit losses was $823,000, up from $693,000 in Q1 2026; nonperforming loans were 1.78% of total loans at June 30, 2026.
NorthEast Community Bancorp reported net income of $9.8 million, or $0.72 per diluted share, for the three months ended June 30, 2026, down from $11.2 million, or $0.82 per diluted share, a year earlier. For the six months, net income was $19.7 million, or $1.46 per diluted share, compared with $21.7 million, or $1.60 per diluted share, in the same period of 2025, and net interest income declined 1.7% in the quarter.
Q2 2026 net income was $9.8 million ($0.72 diluted EPS) versus $11.2 million ($0.82) in Q2 2025.
Six-month net income was $19.7 million ($1.46 diluted EPS) versus $21.7 million ($1.60) a year earlier.
Quarterly net interest income fell to $24.7 million from $25.1 million, and net interest margin decreased to 5.14% from 5.35%.
Construction loan commitments and loans-in-process rose approximately 38.9% from the second quarter of 2025.
Applied Digital reported fiscal fourth-quarter 2026 revenue of $258.7 million, up 407% from a year earlier, while its net loss from continuing operations was $110.6 million, or $0.39 per share, compared with $53.1 million, or $0.24 per share, a year earlier. The company also reported adjusted net income of $12.9 million, or $0.04 per diluted share, a non-GAAP measure that excludes its majority-owned ChronoScale subsidiary.
Q4 revenue of $258.7 million, with $152.4 million tied to tenant fit-out services for HPC Hosting.
Net loss from continuing operations of $110.6 million ($0.39 per share) versus $53.1 million ($0.24 per share) a year earlier.
Adjusted EBITDA of $42.4 million in the quarter; fiscal 2026 revenue of $611.3 million.
As of May 31, 2026, the company had $4.2 billion in cash and restricted cash and $5.0 billion in debt.
Brown & Brown reported second quarter 2026 results, with total revenues of $1.7 billion, up 30.4%, and diluted net income per share of $0.84, up 7.7%. Organic revenue fell 0.7%, and the income before income taxes margin narrowed to 22.9% from 24.2%, so the growth was driven mainly by acquisitions and the quarter's gains were mixed with weaker underlying performance for shareholders.
Q2 2026 total revenues were $1.7 billion, up $391 million or 30.4%; Organic Revenue decreased 0.7%.
Q2 2026 net income attributable to the company was $288 million, up 24.7%; diluted EPS was $0.84, and adjusted diluted EPS was $1.07, up 3.9%.
Six-month diluted EPS was $1.90, down 1.6%, while six-month Organic Revenue decreased 0.3%.
The company excluded $393 million of core commissions and fees from newly acquired operations when calculating Q2 Organic Revenue.
Peapack-Gladstone Financial reported second quarter 2026 net income available to common shareholders of $15.8 million, or $0.85 per diluted share, up from $14.2 million and $0.80 in the first quarter and $7.9 million and $0.45 a year earlier. Total revenue rose 23% year-over-year to $86.1 million, while nonperforming assets increased to $72.2 million. The company also issued the remaining $20 million of 6% convertible preferred stock on July 24, 2026.
Net income available to common shareholders of $15.8 million, or $0.85 per diluted share, for the quarter ended June 30, 2026
Total revenue of $86.1 million, up 23% year-over-year, the ninth consecutive quarter of revenue growth
Nonperforming assets rose to $72.2 million from $59.3 million at March 31, 2026, mainly due to one multifamily relationship moving to nonaccrual status
$20 million of 6% non-cumulative perpetual convertible preferred stock issued on July 24, 2026, under a commitment from Strategic Value Bank Partners
H2O America reported second quarter 2026 results, with operating revenue up 6% to $210.5 million and GAAP net income up 8% to $26.6 million. Diluted EPS fell to $0.62 from $0.71 because the higher share count offset the income gains, and the company reiterated its 2026 standalone adjusted EPS guidance of $3.08-$3.18. The company also said it expects the pending Quadvest acquisition to close around the end of the third quarter or early fourth quarter of 2026.
Q2 2026 GAAP diluted EPS was $0.62 versus $0.71 a year earlier; adjusted diluted EPS (non-GAAP) was $0.72 versus $0.75.
Q2 operating revenue was $210.5 million, up from $198.3 million, driven primarily by $14.5 million of rate increases.
2026 standalone adjusted diluted EPS guidance of $3.08-$3.18 was reiterated, excluding the pending Quadvest acquisition and its financing.
The company declared a quarterly cash dividend of $0.44 per share, payable September 1, 2026, to holders of record on August 10, 2026.
Farmers & Merchants Bancorp reported second-quarter 2026 net income of $11.8 million, or $0.86 per share, up from $7.7 million, or $0.56 per share, a year earlier. The company said the second quarter was its most profitable quarter in its 129-year history, driven by a higher net interest margin and lower funding costs. For shareholders, the results show higher earnings per share and a 4.0% increase in the annualized dividend to $0.92 per share.
Q2 2026 net income $11.8 million ($0.86 per share) versus $7.7 million ($0.56 per share) in Q2 2025
Net interest margin rose 26 basis points to 3.48%; cost of interest-bearing liabilities fell to 2.56% from 2.83%
Total deposits of $2.87 billion at June 30, 2026, up 5.9%, or $159.1 million, from a year earlier
Annualized second-quarter dividend increased 4.0% to $0.92 per share
Nucor reported second-quarter 2026 net earnings attributable to stockholders of $1.16 billion, or $5.04 per diluted share, up from $603 million, or $2.60 per share, a year earlier and $743 million in the first quarter of 2026. Excluding a non-cash, pre-tax benefit of $61 million tied to its Helion investment, adjusted earnings were $4.84 per diluted share, and the company expects higher consolidated earnings in the third quarter of 2026.
Net sales were $10.40 billion, up from $8.46 billion in the second quarter of 2025.
Adjusted net earnings were $1.11 billion, or $4.84 per diluted share, excluding a $61 million pre-tax benefit ($0.20 per diluted share).
Nucor returned about $479 million to stockholders in the quarter through share repurchases and dividends.
An earnings call is scheduled for July 28, 2026 at 10:00 a.m. Eastern Time.
Sun Communities reported a second-quarter net loss to common shareholders of $992.7 million, or $8.08 per diluted share, driven by a $1.1 billion non-cash valuation charge on its UK business, which is being sold. Excluding discontinued operations, net income from continuing operations was $0.32 per diluted share, and Core FFO per share rose to $1.84 from $1.76 a year earlier, and the company raised its 2026 same property NOI growth guidance.
Net loss attributable to common shareholders of $992.7 million ($8.08 per diluted share) for the quarter ended June 30, 2026, versus net income of $1.3 billion ($10.02 per share) a year earlier
Core FFO per share of $1.84 for the quarter, up from $1.76 in the same period of 2025
Same property NOI grew 6.0% for the quarter; 2026 same property NOI growth guidance raised by 20 basis points to 4.5% to 5.3%
Park Holidays UK sale has a base consideration of about $1.04 billion, subject to UK Financial Conduct Authority approval, and is expected to close in the second half of 2026
Champions Oncology reported record fiscal 2026 revenue of $59.4 million, up 4% from $56.9 million, for the year ended April 30, 2026. The company swung to a net loss of $1.2 million, compared with net income of $4.7 million a year earlier, as operating costs rose and the prior year's $4.5 million data license revenue did not recur.
Fiscal 2026 oncology revenue was $59.4 million, up 4% from $56.9 million; the prior year included about $4.5 million of data license revenue that did not recur.
Net loss was $1.2 million for fiscal 2026 versus net income of $4.7 million in fiscal 2025; adjusted EBITDA was $1.6 million versus $7.1 million.
Fourth quarter revenue was $13.8 million, up 12% from $12.4 million, and the quarterly net loss narrowed to $667,000 from $1.8 million.
Cash was $4.9 million at April 30, 2026, with no debt, down from $9.8 million a year earlier.
Kilroy Realty reported second-quarter 2026 revenue of $272.4 million, down from $289.9 million a year earlier, and net income available to common stockholders of $19.9 million, or $0.17 per diluted share, versus $68.4 million, or $0.57, in the same quarter of 2025. The company affirmed its full-year 2026 FFO guidance of $3.49 to $3.63 per diluted share, so shareholders face lower reported earnings and cash flow measures year over year with no change to the outlook.
Q2 2026 revenues of $272.4 million, compared with $289.9 million for Q2 2025
Net income available to common stockholders of $19.9 million, or $0.17 per diluted share, compared with $68.4 million, or $0.57, a year earlier
FFO of $109.3 million, or $0.92 per diluted share, compared with $135.9 million, or $1.13, a year earlier
Full-year 2026 FFO guidance affirmed at $3.49 to $3.63 per diluted share; total development spending range revised to +/- $150.0 million from a prior $150.0 to $200.0 million
NBT Bancorp reported second quarter 2026 net income of $53.0 million, or $1.02 per diluted share, up from $22.5 million, or $0.44, a year earlier and $51.1 million, or $0.98, in the first quarter of 2026. The board approved a third-quarter cash dividend of $0.40 per share, an 8.1% increase over the third-quarter 2025 dividend. The year-over-year comparison is significantly affected by the Evans Bancorp acquisition completed May 2, 2025, and by $17.2 million of acquisition expenses recorded in the second quarter of 2025.
Operating diluted EPS, a non-GAAP measure, was $1.01 for Q2 2026, compared with $0.88 in Q2 2025 and $0.97 in Q1 2026.
Net interest margin on an FTE basis was 3.73%, up 14 basis points from Q2 2025.
Period end loans were $11.87 billion at June 30, 2026, up from $11.60 billion at December 31, 2025.
The $0.40 dividend is payable September 15, 2026 to stockholders of record as of September 1, 2026.
Universal Health Realty Income Trust reported second-quarter 2026 net income of $5.9 million, or $0.43 per diluted share, up from $4.5 million, or $0.32, a year earlier. The result included a $724,000 gain on a land sale; excluding it, adjusted net income was $5.2 million, or $0.37 per share, and funds from operations rose to $12.5 million, or $0.90 per share, from $11.8 million, or $0.85.
Net income of $5.9 million, or $0.43 per diluted share, versus $4.5 million, or $0.32, in Q2 2025
Adjusted net income of $5.2 million, or $0.37 per diluted share, excluding a $724,000 gain on a land sale
Funds from operations of $12.5 million, or $0.90 per diluted share, versus $11.8 million, or $0.85, in Q2 2025
Second-quarter dividend of $0.75 per share, or $10.4 million in total, paid June 30, 2026
COPT Defense Properties reported higher second-quarter 2026 results for the period ended June 30, 2026. Net income was $48.6 million, up from $40.2 million a year earlier, and diluted EPS was $0.40 versus $0.34, while diluted FFO per share rose to $0.71 from $0.68. The earnings release and supplemental package were furnished as Exhibit 99.1 and were not filed under Section 18 of the Exchange Act.
Total revenues for the three months ended June 30, 2026 were $197.4 million, compared with $189.9 million a year earlier.
Diluted EPS was $0.40 for the quarter, compared with $0.34 for the same quarter of 2025.
Diluted FFO per share was $0.71 versus $0.68, and the quarterly dividend per common share was $0.32, compared with $0.305.
Simpson Manufacturing reported second-quarter 2026 net sales of $671.1 million, up 6.3%, and diluted earnings per share of $3.09, up from $2.47 a year earlier. The company also raised its 2026 share repurchase authorization to $200.0 million and updated its full-year 2026 outlook, which for shareholders means higher reported profit and more capacity for buybacks.
Net sales of $671.1 million rose 6.3%, with North America up 6.0% and Europe up 7.6%.
Income from operations of $169.1 million rose 20.6%; operating margin was 25.2%, including a 100 basis point benefit from a $5.5 million eminent domain settlement.
On July 23, 2026, the Board raised the 2026 share repurchase authorization from $150.0 million to $200.0 million; the company repurchased $48.7 million of stock in the quarter.
Updated 2026 outlook: consolidated operating margin of 19.7% to 20.5% and capital expenditures of $80.0 million to $90.0 million. The filing does not state the prior outlook.
Element Solutions reported second-quarter 2026 net sales of $978 million, up 56% on a reported basis and 15% organically, with GAAP net income of $77 million, or $0.32 per diluted share, versus $48 million, or $0.20, a year earlier. The company raised its full-year 2026 adjusted EBITDA guidance to $690 million to $710 million, but the results come alongside a July 6, 2026 merger agreement under which Solstice would acquire the company for 0.5 Solstice shares and $10.00 in cash per share.
Q2 2026 adjusted EBITDA was $184 million, up 35% on a reported basis, with adjusted EBITDA margin of 27.8% versus 26.6% a year earlier.
Full-year 2026 adjusted EBITDA guidance is $690 million to $710 million, and third-quarter adjusted EBITDA is expected to be about $180 million.
Under the July 6, 2026 merger agreement, each share would be exchanged for 0.5 shares of Solstice common stock and $10.00 in cash; closing is expected in the first half of 2027.
Park National Corporation reported second-quarter 2026 net income of $58.8 million, up 22.1% from a year earlier, and diluted earnings of $3.23 per share versus $2.97. The results include $4.1 million in merger-related expenses tied to the First Citizens acquisition, which merged into Park on February 1, 2026. The board declared a $1.10 quarterly dividend payable September 10, 2026.
Q2 2026 net income of $58.8 million, up 22.1% from $48.1 million in Q2 2025
Q2 2026 diluted EPS of $3.23, compared with $2.97 in Q2 2025
First-half 2026 net income of $100.4 million, up 11.3%; diluted EPS of $5.64 versus $5.56
Quarterly dividend of $1.10 per share, payable September 10, 2026, to holders of record as of August 21, 2026
Happen, Inc. (Nasdaq: HAPN), parent of Happen Bank, reported second quarter 2026 results with total net revenue of $262.9 million, up 6% from a year earlier, and net income of $58.1 million, up 52%. The company also gave third quarter and full-year 2026 outlooks, with full-year diluted EPS guided to $1.80 to $1.90.
Diluted EPS was $0.50 for the quarter, compared with $0.33 a year earlier and $0.44 in the first quarter of 2026.
Pre-tax income was $75.7 million, which the company describes as a record, and the pre-tax profit margin was 28.8%, compared with 21.7% a year earlier.
Third quarter 2026 guidance calls for diluted EPS of $0.43 to $0.48 and loan originations of $3.20 billion to $3.35 billion.
Full-year 2026 guidance calls for diluted EPS of $1.80 to $1.90 and loan originations of $12.2 billion to $12.6 billion.
Commercial Bancgroup, Inc. (Nasdaq: CBK) reported second-quarter 2026 net income of $10.2 million, or $0.75 per basic share, up from $8.9 million, or $0.73 per share, a year earlier. The company also declared a quarterly cash dividend of $0.12 per share, payable September 30, 2026, to holders of record on September 15, 2026. Net interest margin rose to 4.06% from 3.88% in the first quarter, and book value per share increased to $22.09.
Q2 2026 net income of $10.2 million, or $0.75 basic and $0.74 diluted per share, versus $8.9 million, or $0.73 per share, in Q2 2025.
Net interest margin of 4.06%, up 18 basis points from the first quarter of 2026.
Quarterly cash dividend of $0.12 per share, payable September 30, 2026, to shareholders of record on September 15, 2026.
Six-month net income of $19.8 million, or $1.44 per share, compared with $17.6 million, or $1.44 per share, a year earlier.
Principal Financial Group reported second quarter 2026 results, with non-GAAP operating earnings per diluted share up 16% to $2.50 and GAAP net income attributable to PFG slightly lower at $403.4 million. The company also announced a third quarter dividend of $0.84 per share, up $0.02 from the prior quarter and 8% above the prior year quarter, which gives shareholders a higher cash payout.
Non-GAAP operating earnings per diluted share were $2.50, up from $2.16 a year earlier; excluding significant variances, it was $2.42, up 17%.
GAAP net income attributable to PFG was $403.4 million, down 1% from $406.2 million, while GAAP diluted EPS rose 3% to $1.84.
The company returned $427 million to shareholders in the quarter, including $250 million of share repurchases and $177 million of common stock dividends.
The third quarter dividend of $0.84 per share is payable September 25, 2026, to holders of record as of September 3, 2026.
Amkor Technology reported second-quarter 2026 net sales of $1.90 billion, up 26% from a year earlier, with net income attributable to Amkor of $174 million and diluted earnings of $0.70 per share. The company also guided third-quarter 2026 net sales of $1.95 billion to $2.05 billion and diluted EPS of $0.72 to $0.82, and kept its quarterly dividend subject to board approval. Q2 2025 results included a $32 million contingency benefit tied to the 2017 Nanium acquisition, so the year-over-year comparison is not fully like-for-like.
Q2 2026 net sales $1.90 billion vs. $1.51 billion in Q2 2025; gross margin 16.8% vs. 12.0%
Net income attributable to Amkor $174 million; diluted EPS $0.70 vs. $0.22 in Q2 2025
Q3 2026 guidance: net sales $1.95 billion to $2.05 billion; diluted EPS $0.72 to $0.82
At June 30, 2026: cash and short-term investments $2.5 billion; total debt $2.5 billion
Cincinnati Financial reported second-quarter 2026 net income of $1.255 billion, or $8.05 per diluted share, up from $685 million, or $4.34 per share, a year earlier. The increase was driven mainly by $1.031 billion in after-tax investment gains, while non-GAAP operating income fell 28% to $224 million as catastrophe losses pushed the property casualty combined ratio to 100.8% from 94.9%. For shareholders, the reported profit gain came mostly from investments, while core insurance results weakened.
Net income was $1.255 billion ($8.05 per diluted share), versus $685 million ($4.34) in Q2 2025, including $1.031 billion in after-tax investment gains.
Non-GAAP operating income fell 28% to $224 million ($1.43 per share) from $311 million ($1.97).
Property casualty combined ratio rose to 100.8% from 94.9%, with current accident year catastrophe losses at 14.4% of earned premiums versus 12.4%.
Book value per share reached $108.64 at June 30, 2026, up from $102.35 at December 31, 2025.
F5 reported fiscal third-quarter 2026 revenue of $865 million, up 11% from $780 million a year earlier, and GAAP diluted earnings of $3.62 per share versus $3.25. The company raised its fiscal 2026 revenue growth and non-GAAP earnings per share guidance, which gives shareholders a higher expected range for the full year.
Third-quarter revenue was $865 million, up 11%; product revenue grew 19% and systems revenue grew 32%.
GAAP diluted EPS was $3.62 versus $3.25; non-GAAP diluted EPS was $4.73 versus $4.16.
Fiscal 2026 revenue growth guidance was raised to 9% to 10% from 7% to 8%.
Fiscal 2026 non-GAAP EPS guidance was raised to $17.21 to $17.33 from $16.25 to $16.55; fourth-quarter revenue is guided to $870 million to $890 million.
Welltower reported second-quarter 2026 revenue of $3.54 billion, up from $2.55 billion a year earlier, and diluted net income of $0.61 per share, up from $0.45. The company raised its 2026 normalized FFO guidance but cut its 2026 net income guidance, and it increased its quarterly dividend 15% to $0.85.
Diluted net income attributable to common stockholders was $0.61 per share, compared with $0.45 a year earlier; total revenues were $3.54 billion, compared with $2.55 billion.
Normalized FFO attributable to common stockholders was $1.60 per diluted share, up 25.0% from $1.28 a year earlier.
2026 normalized FFO guidance was raised to $6.36 to $6.44 per diluted share from $6.21 to $6.35; net income guidance was cut to $3.11 to $3.19 from $3.24 to $3.38.
The quarterly dividend was raised 15% to $0.85 per share, payable August 20, 2026 to holders of record on August 12, 2026.
Rambus reported second-quarter 2026 results, with total revenue of $207.4 million, up from $172.2 million a year earlier, and GAAP diluted earnings per share of $0.61, up from $0.53. The company also gave third-quarter 2026 guidance of $210 million to $216 million in revenue and GAAP diluted earnings per share of $0.59 to $0.67. For shareholders, the filing shows higher revenue and profit year over year, along with a forecast for continued revenue growth in the third quarter.
Q2 2026 total revenue was $207.4 million, above the company's guidance range of $192 million to $198 million
GAAP diluted EPS was $0.61 versus $0.53 a year earlier; non-GAAP diluted EPS was $0.77 versus $0.62
Product revenue was $99.2 million, up from $81.3 million; operating margin was 35% versus 37% a year earlier
Q3 2026 guidance: revenue of $210 million to $216 million and GAAP diluted EPS of $0.59 to $0.67
Northwest Bancshares reported record second-quarter 2026 GAAP net income of $54 million, or $0.36 per diluted share, up from $34 million, or $0.26, a year earlier and $51 million, or $0.34, in the first quarter of 2026. Growth was supported by higher net interest income and a net interest margin of 3.75%, with the Penns Woods acquisition cited as a key driver of higher loans, deposits and expenses. The board also declared a quarterly cash dividend of $0.20 per share.
GAAP net income of $54 million, or $0.36 per diluted share, versus $34 million, or $0.26, in Q2 2025; adjusted diluted EPS (non-GAAP) was $0.37.
Net interest margin rose to 3.75% from 3.56% a year earlier; net interest income was $147 million, up 23.0% year over year.
Classified loans were $524 million, or 3.96% of total loans, at June 30, 2026, compared with $498 million at March 31, 2026.
Quarterly cash dividend of $0.20 per share, payable August 18, 2026 to holders of record on August 6, 2026.
Kforce reported second-quarter 2026 revenue of $349.3 million, up 4.5% from a year earlier, and diluted EPS of $0.73, up 23.7% year over year. The company expects third-quarter revenue of $349 million to $357 million and EPS of $0.71 to $0.79, and its board approved a $0.40 per share dividend.
Q2 2026 revenue was $349.3 million, up 5.7% sequentially and 4.5% year over year.
Diluted EPS was $0.73 versus $0.59 in Q2 2025; gross profit margin was 28.5%, up 140 basis points year over year.
Q3 2026 guidance: revenue of $349 million to $357 million and EPS of $0.71 to $0.79.
Board approved a $0.40 per share third-quarter dividend, payable September 25, 2026 to holders of record on September 11, 2026.
Sanmina reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with revenue of $3.46 billion versus $2.04 billion a year earlier and non-GAAP diluted EPS of $3.31 versus $1.53. The company lowered its fiscal 2026 non-GAAP diluted EPS outlook to $10.75-$11.35 from $11.90-$12.20, which matters to shareholders because the full-year profit forecast is now lower even though the quarter was stronger.
Q3 revenue $3.46 billion vs. $2.04 billion a year earlier; GAAP diluted EPS $2.12 vs. $1.26
Fiscal 2026 non-GAAP diluted EPS outlook cut to $10.75-$11.35 from $11.90-$12.20; revenue range now $13.7 billion-$14.3 billion vs. $14.0 billion-$14.3 billion
Q3 cash flow from operations $124 million; free cash flow $24 million
Brixmor reported second-quarter 2026 results with total revenues of $354.2 million, up from $339.5 million a year earlier, and Nareit FFO per diluted share of $0.58, up from $0.56. GAAP net income attributable to the company per diluted share fell to $0.24 from $0.28, and the company raised its 2026 Nareit FFO per share range to $2.35 to $2.37 from $2.34 to $2.37.
Net income attributable to Brixmor was $73.5 million, or $0.24 per diluted share, versus $85.1 million, or $0.28, in the second quarter of 2025.
Nareit FFO was $178.6 million, or $0.58 per diluted share, versus $171.5 million, or $0.56, a year earlier.
2026 guidance: Nareit FFO per diluted share of $2.35 to $2.37 (from $2.34 to $2.37), and same property NOI growth of 5.00% to 5.75% (from 4.75% to 5.50%).
The Board declared a quarterly dividend of $0.3075 per share, payable October 15, 2026 to holders of record on October 2, 2026.
Cadence reported second-quarter 2026 revenue of $1.584 billion, up from $1.275 billion a year earlier, and GAAP diluted EPS of $1.33 versus $0.59. The company raised its full-year 2026 revenue and non-GAAP EPS outlook and reported a record backlog of $8.1 billion, which signals higher expected revenue and earnings for shareholders.
Q2 2026 GAAP diluted EPS was $1.33 versus $0.59 in Q2 2025; non-GAAP diluted EPS was $2.11 versus $1.65.
FY 2026 revenue outlook raised to $6.26 billion to $6.34 billion; non-GAAP EPS outlook raised to $8.05 to $8.15.
Quarter-end backlog was a record $8.1 billion.
Q3 2026 revenue outlook is $1.595 billion to $1.625 billion, and the company expects to use about $200 million to repurchase shares in Q3.
Bank of Hawai‘i reported second quarter 2026 diluted earnings per share of $1.47, up from $1.30 in the prior quarter, and net income of $63.8 million, up 11.1% from the prior quarter. Net interest margin rose to 2.78%, its ninth consecutive quarterly expansion, while average total deposits were modestly lower. For shareholders, the company also repurchased $17.0 million of common stock and declared a $0.70 per share quarterly dividend.
Diluted EPS of $1.47 versus $1.30 in the linked quarter and $1.06 a year earlier
Net income of $63.8 million, up 11.1% from the linked quarter
Net interest margin of 2.78%, up 4 basis points from the linked quarter
Repurchased $17.0 million of common stock; $0.70 dividend payable September 15, 2026
Immersion reported results for the fiscal fourth quarter and full fiscal year ended April 30, 2026. Fourth-quarter revenue fell from $284.9 million to $270.0 million, but GAAP net income attributable to Immersion stockholders rose to $3.7 million, or $0.12 per diluted share, from a loss of $17.7 million, helped by about $12.6 million of income from the settlement of Visa/Mastercard interchange litigation. For the full year, revenue rose to $1.7 billion, but GAAP net income fell to $4.5 million, or $0.14 per diluted share, from $64.3 million, or $1.90 per diluted share.
Q4 total revenues $270.0 million vs $284.9 million a year earlier; Q4 GAAP net income $3.7 million ($0.12 per diluted share) vs a loss of $17.7 million ($(0.62) per diluted share)
Q4 non-GAAP net income $9.9 million ($0.30 per diluted share) vs a loss of $2.7 million ($(0.08) per diluted share)
Fiscal 2026 total revenues $1.7 billion vs $1.6 billion; GAAP net income $4.5 million ($0.14 per diluted share) vs $64.3 million ($1.90 per diluted share)
Quarterly dividend of $0.075 per share to be paid July 31, 2026, to stockholders of record on July 20, 2026; $39.3 million remains available under the repurchase program
California BanCorp reported second-quarter 2026 net income of $14.3 million, or $0.44 per diluted share, up from $13.8 million, or $0.42, in the first quarter. Its board also approved a quarterly dividend of $0.12 per share, up $0.02 from the prior quarter, payable October 15, 2026. Nonperforming assets fell to 0.44% of total assets from 0.97%, which shows improved credit quality for shareholders.
Net income of $14.3 million, or $0.44 per diluted share, versus $13.8 million, or $0.42, in Q1 2026
Net interest margin of 4.71%, compared with 4.47% in the prior quarter
Nonperforming assets were 0.44% of total assets at June 30, 2026, down from 0.97% at March 31, 2026
Quarterly dividend of $0.12 per share payable October 15, 2026, to holders of record on September 21, 2026
Hope Bancorp reported second-quarter 2026 net income of $33.0 million, or $0.26 per diluted share, up 12% from the first quarter and up from a net loss of $24.8 million a year earlier. The company also declared a $0.14 quarterly dividend and said its pending acquisition of the Commercial Banking Unit of SMBC MANUBANK remains subject to regulatory approvals and other closing conditions.
Q2 2026 net income $33.0 million ($0.26 per diluted share), vs. $29.5 million ($0.23) in Q1 2026 and a net loss of $24.8 million in Q2 2025
Net income excluding notable items was $34.5 million ($0.27 per diluted share), up from $29.7 million in Q1 2026
Net interest margin rose to 2.96% from 2.90% in Q1 2026; net interest income was $129.0 million
Quarterly dividend of $0.14 per share is payable on or about August 20, 2026, to holders of record as of August 6, 2026
Alliance Resource Partners reported second-quarter 2026 revenue of $551.6 million, up 0.7% year over year, and net income attributable to ARLP of $79.6 million, or $0.61 per unit, compared with $59.4 million, or $0.46 per unit, a year earlier. The partnership also declared a $0.60 per unit quarterly distribution, completed a $206.2 million oil and gas royalty acquisition on July 1, 2026, and updated its 2026 volume guidance to include the acquired assets. For the six months, however, net income fell to $88.7 million from $133.4 million.
Q2 2026 total revenues were $551.6 million versus $547.5 million in Q2 2025; Adjusted EBITDA rose 14.7% to $185.7 million.
Net income attributable to ARLP was $79.6 million ($0.61 per unit) versus $59.4 million ($0.46 per unit) in Q2 2025.
Six-month 2026 net income was $88.7 million ($0.68 per unit), down from $133.4 million ($1.03 per unit) in the first half of 2025.
Quarterly distribution of $0.60 per unit is payable August 14, 2026 to unitholders of record on August 7, 2026.
Ponce Financial Group reported second-quarter 2026 net income available to common stockholders of $8.2 million, or $0.35 per diluted share, up from $0.25 in the same quarter of 2025 but slightly below $0.36 in the first quarter of 2026. The company also said it believes it has met the lending conditions to repurchase its Preferred Stock from the U.S. Treasury, but completion depends on additional conditions and there is no assurance of timing.
Net income available to common stockholders was $8.2 million, or $0.35 per diluted share, for the quarter ended June 30, 2026, versus $8.3 million, or $0.36, in the prior quarter and $5.8 million, or $0.25, a year earlier.
Net interest income rose 23.07% from a year earlier to $30.1 million, and net interest margin was 3.66%, versus 3.27% a year earlier.
Non-interest expense was $18.1 million, up 7.50% from $16.9 million in the second quarter of 2025.
Deposits were $2.27 billion as of June 30, 2026, up 11.00% from December 31, 2025; the company expects to satisfy other conditions for a Preferred Stock repurchase under its ECIP Purchase Option Agreement with the U.S. Treasury, but no timi
Lakeland Financial Corporation reported record second-quarter 2026 net income of $28.4 million, up 5% from $27.0 million a year earlier, with diluted earnings per share of $1.13 versus $1.04. Total revenue rose 7% to $70.9 million, and average loans grew 6%, which supports the company's earnings growth for shareholders.
Q2 2026 net income was $28.4 million, up $1.5 million, or 5%, from $27.0 million in Q2 2025.
Diluted EPS was $1.13, up $0.09, or 9%, from $1.04; first-half 2026 diluted EPS was $2.17, up 19%.
Total revenue was $70.9 million, up 7% year over year; net interest margin was 3.49%, up 7 basis points.
Quarterly common dividend rose to $0.52 per share from $0.50, payable August 5, 2026; the company repurchased 70,873 shares at $58.20 on average.
Baker Hughes reported second-quarter 2026 revenue of $6,742 million, down 2% from a year earlier, and GAAP net income of $681 million, down 3%. Adjusted EBITDA rose 2% to $1,231 million, and orders reached $10.5 billion, up 49%, with the company raising its full-year IET order outlook to more than $45 billion. For shareholders, the year-over-year sales and GAAP profit declines contrast with stronger orders, adjusted profit and a larger order outlook.
Revenue was $6,742 million, up 2% sequentially and down 2% year over year; GAAP diluted EPS was $0.68 versus $0.71 a year earlier.
Adjusted diluted EPS was $0.64, up from $0.63 in the second quarter of 2025; adjusted EBITDA was $1,231 million.
IET orders were $7,088 million, and the company raised its Horizon 2 (2026-2028) IET orders outlook to more than $45 billion.
The Chart Industries acquisition closed in July 2026, and the sale of Waygate Technologies to Hexagon was announced for about $1.45 billion before closing adjustments.
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