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).
Lemonade reported second-quarter 2026 results, with revenue up 79% to $294.4 million and gross profit up 76% to $113.2 million. Net loss was $43.4 million, or $0.56 per share, compared with $43.9 million, or $0.60 per share, a year earlier. The company also gave third-quarter and full-year 2026 guidance and said it still expects positive Adjusted EBITDA in the fourth quarter.
Revenue rose to $294.4 million from $164.1 million in Q2 2025; in force premium grew 32% to $1.43 billion
Net loss was $43.4 million ($0.56 per share) versus $43.9 million ($0.60 per share) in Q2 2025
Adjusted EBITDA loss narrowed to $18.7 million from $40.9 million; full-year 2026 Adjusted EBITDA loss guidance is $51 million to $47 million
Full-year 2026 revenue guidance is $1,214 million to $1,220 million; company expects Q4 2026 Adjusted EBITDA of about $8 million
OGE Energy reported second quarter 2026 net income of $116.3 million, or $0.56 per diluted share, up from $107.5 million, or $0.53, a year earlier. Operating revenues fell to $711.9 million from $741.6 million, and the company left its 2026 earnings guidance unchanged at $2.43 per diluted share, within a range of $2.38 to $2.48.
Q2 2026 diluted EPS was $0.56, versus $0.53 in Q2 2025; net income was $116.3 million, versus $107.5 million.
Operating revenues were $711.9 million in Q2 2026, down from $741.6 million in Q2 2025.
OG&E contributed $0.58 per diluted share, while Other Operations posted a loss of $0.02 per diluted share.
2026 consolidated EPS guidance remains $2.43, within a range of $2.38 to $2.48, assuming normal weather for the rest of the year.
Sound Financial Bancorp reported second-quarter 2026 net income of $2.5 million, or $0.98 diluted earnings per share, up from $1.6 million ($0.61) in the first quarter and $2.1 million ($0.79) a year earlier. The company said net interest margin rose to 3.73%, helped by a large prepayment penalty on a commercial loan that it does not expect to repeat. The board also declared a $0.21 per share cash dividend payable August 21, 2026.
Q2 2026 net income of $2.5 million, or $0.98 diluted EPS, compared with $0.61 in Q1 2026 and $0.79 in Q2 2025
Net interest margin of 3.73%, up from 3.51% in Q1 2026 and 3.67% in Q2 2025
Total deposits fell $37.6 million to $930.9 million at June 30, 2026; total assets were $1.07 billion
Cash dividend of $0.21 per share, payable August 21, 2026 to stockholders of record on August 7, 2026
Rush Enterprises reported second-quarter 2026 revenue of $1.9 billion, down 1.6% from the prior year, while net income rose slightly to $72.8 million, or $0.91 per diluted share, from $0.90. The company also declared a three-for-two stock split and a post-split quarterly cash dividend of $0.14 per share, a 10.5% increase, which would change the share count and per-share dividend for shareholders.
Q2 2026 revenue was $1.900 billion versus $1.931 billion in Q2 2025.
Net income was $72.8 million, or $0.91 per diluted share, versus $72.4 million, or $0.90, a year earlier.
Three-for-two stock split payable August 31, 2026, to holders of record on August 11, 2026.
Quarterly cash dividend of $0.14 per share payable September 24, 2026, to holders of record on September 9, 2026.
Blue Ridge Bankshares reported a second-quarter 2026 net loss of $0.2 million, or $0.00 per diluted share, compared with net income of $0.8 million in the first quarter of 2026 and $1.3 million in the second quarter of 2025. The loss was driven by a $2.1 million after-tax provision for credit losses, including a $1.5 million reserve on a single out-of-market loan relationship placed on nonaccrual, while excluding severance expense, pre-tax, pre-provision income improved to $2.9 million, a non-GAAP measure.
Net loss of $0.2 million, or $0.00 per diluted share, versus net income of $0.8 million, or $0.01, in the first quarter of 2026
After-tax provision for credit losses of $2.1 million; loans totaling $11.4 million placed on nonaccrual with a $1.5 million reserve
Excluding severance, pre-tax, pre-provision income rose to $2.9 million from $2.2 million in the prior quarter (non-GAAP)
Nonperforming assets rose to $32.8 million, or 1.41% of total assets, from $22.6 million at March 31, 2026
Ashland reported preliminary third-quarter fiscal 2026 results, with sales up 7% to $497 million on higher volumes across all business units, while Adjusted EBITDA fell 4% to $109 million. The company reaffirmed its full-year sales and Adjusted EBITDA guidance but revised its adjusted EPS outlook to low-to-mid single-digit growth from mid-to-high single-digit growth, citing a higher tax rate.
Q3 sales of $497 million, up from $463 million; sales volumes rose 6%
Adjusted EBITDA of $109 million, down from $113 million, with a 21.9% margin
Income from continuing operations of $41 million, or $0.89 per diluted share, versus a loss of $719 million a year earlier, which included a $706 million goodwill impairment
Adjusted EPS outlook cut to low-to-mid single-digit growth from mid-to-high single-digit growth; sales ($1,835-$1,870 million) and Adjusted EBITDA ($385-$400 million) guidance reaffirmed
First Commonwealth reported second-quarter 2026 GAAP net income of $44.6 million, or $0.44 per diluted share, up from $37.5 million and $0.37 per share in the first quarter and from $33.4 million and $0.32 per share a year earlier. The company also declared a $0.14 quarterly dividend and authorized an additional $75.0 million share repurchase program, which shareholders may see as supporting per-share returns.
GAAP net income was $44.6 million, or $0.44 per diluted share, versus $0.37 in Q1 2026 and $0.32 in Q2 2025.
Net interest margin (FTE) was 4.01%, up from 3.92% in Q1 2026 and 3.83% in Q2 2025.
Net charge-offs rose to $11.4 million from $8.2 million in Q1 2026, while nonperforming loans fell to $81.6 million from $92.3 million.
Quarterly dividend of $0.14 per share is payable August 21, 2026 to shareholders of record as of August 7, 2026; an additional $75.0 million repurchase program was authorized on July 28, 2026.
Quad reported second-quarter 2026 net sales of $578 million, up 1% from a year earlier, and net earnings of $4 million, or $0.07 per diluted share, compared with a net loss of $0.1 million in the second quarter of 2025. Adjusted EBITDA was $42 million, slightly below $43 million a year earlier, and the company reaffirmed its full-year 2026 guidance. Net debt rose to $394 million at June 30, 2026, from $308 million at December 31, 2025.
Net sales were $578 million versus $572 million, driven by higher paper and logistics sales.
Net earnings were $4 million, or $0.07 diluted EPS, versus a net loss of $0.1 million; adjusted diluted EPS was $0.24 versus $0.14.
Adjusted EBITDA was $42 million versus $43 million; full-year 2026 adjusted EBITDA guidance of $175 million to $215 million is unchanged.
Net debt was $394 million at June 30, 2026, up from $308 million at December 31, 2025; a $0.10 quarterly dividend is payable September 4, 2026.
FirstEnergy reported second quarter 2026 GAAP earnings of $288 million, or $0.50 per share, up from $268 million, or $0.46 per share, a year earlier, on revenue of $3.7 billion. Core Earnings, its non-GAAP measure, were $0.50 per share, down from $0.52 in the second quarter of 2025, and the company reaffirmed its 2026 Core EPS guidance range of $2.62 to $2.82 per share, so shareholders see higher GAAP profit and an unchanged outlook alongside a slight decline in the core per-share figure.
Q2 2026 GAAP earnings were $288 million ($0.50 per share), versus $268 million ($0.46 per share) in Q2 2025; revenue was $3.7 billion versus $3.4 billion.
Core EPS was $0.50 per share versus $0.52 a year earlier; the company said Q2 results were in line with plan.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed; the 2026 capital plan is $6 billion, with $2.9 billion deployed through the first half.
Contracted data center demand reached 6.4 GW, and West Virginia demand rose 137% to 4.3 GW; a webcast is scheduled for 9:00 a.m. EDT on July 29, 2026.
Ranger Energy Services presented its second quarter 2026 results on July 28, 2026, in a slide deck furnished under Item 7.01. The company reported Adjusted EBITDA of $28.6 million and free cash flow of $20.0 million for the quarter, while net income was $6.9 million compared with $7.3 million a year earlier. Adjusted EBITDA improved from the first quarter, but the filing does not include a total revenue figure or guidance.
Q2 2026 Adjusted EBITDA was $28.6 million, versus $23.3 million in Q1 2026 and $20.6 million in Q2 2025
Q2 2026 net income was $6.9 million, versus $7.3 million in Q2 2025
Free cash flow was $20.0 million in Q2 2026, after negative $21.7 million in Q1 2026
Total share repurchases exceed 4.6 million shares, about 19% of shares outstanding as of June 30, 2026
Acadia Healthcare reported second-quarter 2026 results on July 28, 2026. Revenue was $865.8 million, roughly flat from a year earlier, while net income attributable to Acadia fell to $10.9 million, or $0.12 per diluted share, from $30.1 million, or $0.33, and Adjusted EBITDA dropped 26% to $149.2 million, including a $28.6 million professional and general liability reserve adjustment. The company raised the low end of its full-year 2026 ranges for revenue, Adjusted EBITDA, Adjusted EPS and operating cash flow, and lowered the top end of its capital expenditure range, which matters to shareholders because it shows weaker quarterly profit alongside a modestly higher outlook.
Revenue $865.8 million vs. $869.2 million in Q2 2025; same-facility revenue flat year over year
Net income attributable to Acadia $10.9 million, or $0.12 per diluted share, vs. $30.1 million, or $0.33, a year earlier
Full-year 2026 Adjusted EPS guidance $1.45 to $1.60, up from $1.35 to $1.60 in April; Adjusted EBITDA $590 million to $615 million vs. $580 million to $615 million
Conference call scheduled for Wednesday, July 29, 2026, at 9:00 a.m. Eastern Time
The Hanover Insurance Group reported second-quarter 2026 net income of $191.6 million, or $5.38 per diluted share, up from $157.1 million, or $4.30, a year earlier. Operating income rose to $189.2 million, or $5.31 per share, from $158.7 million, or $4.35, and the combined ratio improved to 91.2% from 92.5%. CEO John C. Roche said he plans to retire at the end of 2026, a leadership change shareholders will track.
Net income $191.6 million ($5.38 per diluted share) vs. $157.1 million ($4.30) in Q2 2025
Operating income $189.2 million ($5.31 per diluted share) vs. $158.7 million ($4.35); combined ratio 91.2% vs. 92.5%
Roche plans to retire at the end of 2026; Dick Lavey named as a key figure in the transition
Company repurchased about $55 million of stock in Q2; about $660 million remains under a $700 million authorization
WM reported second-quarter 2026 revenue of $6.7 billion, up 4.0%, and diluted EPS of $1.95 versus $1.80 a year earlier. The company kept its full-year adjusted operating EBITDA ($8.15 billion to $8.25 billion) and free cash flow ($3.75 billion to $3.85 billion) outlooks but lowered its revenue outlook by approximately 0.6%, which matters to shareholders because it trims the top-line forecast even as profit measures improved.
Q2 2026 revenue $6,684 million vs. $6,430 million in Q2 2025; diluted EPS $1.95 vs. $1.80 as reported
Q2 2026 net cash provided by operating activities $1.73 billion vs. $1.55 billion; free cash flow $1.10 billion vs. $818 million
Full-year 2026 revenue outlook now $26.275 billion to $26.475 billion, a reduction of approximately 0.6%; adjusted operating EBITDA and free cash flow outlooks unchanged
Company returned $1.04 billion to shareholders in Q2, including $659 million in share repurchases and $379 million in dividends; webcast set for July 29, 2026 at 10:00 a.m. ET
Trustmark reported second quarter 2026 net income of $63.5 million, or $1.08 per diluted share, up from $55.8 million and $0.92 per share a year earlier. The results include $6.9 million of non-routine gains; excluding them, operating net income was $56.7 million, or $0.97 per diluted share. Loans, deposits and net interest income grew, and nonperforming assets fell 47.3% linked-quarter.
Net income $63.5 million and diluted EPS $1.08 for Q2 2026, versus $0.95 in Q1 2026 and $0.92 in Q2 2025
Non-routine items added $6.9 million, or $0.11 per diluted share, including a $4.2 million pre-tax gain on a mortgage loan sale
Deposits rose $358.7 million, or 2.3%, to $16.1 billion; net interest margin was 3.84%
Quarterly cash dividend of $0.25 per share payable September 15, 2026, to holders of record on September 1, 2026
Renasant Corporation reported second-quarter 2026 net income of $87.1 million, or $0.94 diluted EPS, compared with $88.2 million and $0.94 in the first quarter and $1.0 million and $0.01 in the second quarter of 2025. Adjusted diluted EPS (non-GAAP) was $0.94, up from $0.69 a year earlier, and the company raised its quarterly dividend to $0.24 per share.
Net income was $87.1 million, down from $88.2 million in the first quarter of 2026; diluted EPS was flat at $0.94.
Net interest margin was 3.83%, down 4 basis points linked quarter; net interest income was $227.7 million on a fully tax equivalent basis.
Company repurchased $60.0 million of common stock in the second quarter, with $101.8 million of authorization remaining as of June 30, 2026.
Total deposits decreased $398.4 million linked quarter, including $367.7 million of seasonal outflows in public fund deposits.
Western New England Bancorp reported second-quarter 2026 net income of $3.6 million, or $0.18 per diluted share, down from $4.6 million, or $0.23, a year earlier. A $1.8 million partial charge-off on a participation loan after the borrower filed for Chapter 11 bankruptcy raised credit loss provisions, while net interest income rose 9.5% from a year earlier. The Board also declared a $0.07 quarterly cash dividend payable August 26, 2026.
Q2 2026 net income $3.6 million, or $0.18 per diluted share, versus $4.6 million, or $0.23, in Q2 2025 and $4.8 million, or $0.24, in Q1 2026
Six-month net income $8.4 million, or $0.42 per diluted share, versus $6.9 million, or $0.34, a year earlier
Provision for credit losses of $1.6 million in Q2 2026, including a $1.8 million partial charge-off on a participation loan tied to a June 4, 2026 Chapter 11 filing
Quarterly cash dividend of $0.07 per share, payable on or about August 26, 2026, to holders of record on August 12, 2026
TPG RE Finance Trust reported GAAP net income attributable to common stockholders of $9.4 million, or $0.12 per diluted share, and Distributable Earnings of $17.6 million, or $0.23 per share, for the quarter ended June 30, 2026. Book value per common share fell to $10.95 from $11.06 at March 31, 2026, and quarterly Distributable Earnings were below the $0.24 common dividend declared on June 12, 2026, though management said first-half Distributable Earnings fully covered the year-to-date dividend.
GAAP net income attributable to common stockholders was $9.4 million, or $0.12 per diluted share, on 78.0 million diluted weighted average shares.
Distributable Earnings were $17.6 million, or $0.23 per share, versus the $0.24 per share common dividend declared June 12, 2026.
Book value per common share was $10.95 at June 30, 2026, compared with $11.06 at March 31, 2026.
The company closed a $400.0 million Term Loan B due 2033 and a $100.0 million Revolving Credit Facility due 2031, and extended the Wells Fargo secured credit agreement to 2028 with capacity raised to $850.0 million.
Veralto reported second-quarter 2026 results for the quarter ended July 3, 2026, with sales up 7.6% to $1,474 million and GAAP diluted earnings per share of $0.98, compared with $0.89 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $4.35 to $4.43 from $4.20 to $4.28, a range that includes a $0.05 per share benefit from IEEPA tariff refunds received in the second quarter. For shareholders, sales, profit and the full-year outlook all improved, though the company's guidance now includes a one-time tariff refund benefit.
Q2 sales rose 7.6% year over year to $1,474 million; non-GAAP core sales grew 4.2%, with Water Quality up 5.7%.
GAAP diluted EPS was $0.98 versus $0.89 a year earlier; adjusted diluted EPS was $1.11 versus $0.93.
Full-year 2026 adjusted diluted EPS guidance raised to $4.35 to $4.43 from $4.20 to $4.28.
Full-year core sales growth guidance raised to 4.0% to 4.5% from 3.0% to 4.5%; Q3 adjusted EPS guidance is $1.06 to $1.09.
Seven Hills Realty Trust (SEVN) reported a net loss of $0.9 million, or $0.04 per diluted share, for the quarter ended June 30, 2026, compared with net income of $2.7 million, or $0.18 per share, a year earlier. Distributable Earnings fell to $5.1 million, or $0.23 per share, from $4.5 million, or $0.31 per share, and the quarterly distribution of $0.28 per share was 122% of Distributable Earnings, a shortfall shareholders should weigh against the dividend.
Net loss of $0.9 million ($0.04 per diluted share) in Q2 2026 vs. net income of $2.7 million ($0.18 per share) in Q2 2025.
Provision for credit losses rose to $4.9 million in Q2 2026 from $0.9 million in Q2 2025.
Distributable Earnings of $5.1 million ($0.23 per share); quarterly distribution of $0.28 per share declared July 9, 2026, payable on or about August 13, 2026.
Originated three loans totaling $75.0 million and received $85.2 million in repayments; cash on hand was $70.0 million at June 30, 2026.
The Cheesecake Factory reported second-quarter fiscal 2026 results, with revenue of $1,029.6 million and net income of $68.4 million, both up from the prior-year quarter. Comparable restaurant sales rose 5.8%, and the company repeated its plan to open as many as 26 restaurants in fiscal 2026, while the board declared a $0.30 quarterly dividend.
Total revenues were $1,029.6 million versus $955.8 million a year earlier.
Net income was $68.4 million, or $1.41 per diluted share, versus $54.8 million, or $1.14, a year earlier.
Adjusted diluted EPS was $1.44 versus $1.16 a year earlier; the company cited a $1.4 million pre-tax net expense tied to acquisition items, impairments and lease terminations.
The board declared a $0.30 per share dividend payable August 25, 2026, to holders of record on August 11, 2026.
Slide Insurance Holdings reported second quarter 2026 net income of $134.9 million, up 92.4% from $70.1 million a year earlier, with diluted EPS of $1.06 versus $0.56. Total revenue rose 47.9% to $386.8 million, and the combined ratio improved to 57.6% from 67.4%. The company reiterated its full-year 2026 outlook for gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million, and declared an initial quarterly dividend of $0.07 per share.
Q2 2026 gross premiums written rose 16.7% to $508.0 million; total revenue rose 47.9% to $386.8 million.
Diluted EPS was $1.06 versus $0.56 in the prior-year quarter; combined ratio improved to 57.6% from 67.4%.
Full-year 2026 outlook reiterated: gross written premiums of $1.85 billion to $1.95 billion and net income of $455 million to $470 million.
Initial quarterly dividend of $0.07 per share is payable August 28, 2026, to holders of record as of August 14, 2026.
PPG reported second quarter 2026 net sales of $4.5 billion, up 7% from a year earlier, with organic sales up 4%. Reported earnings per diluted share fell 1% to $1.96, while adjusted EPS was flat at $2.23. The company reaffirmed its full-year 2026 adjusted EPS guidance of $7.70 to $8.10, so shareholders see higher sales alongside flat-to-lower profit.
Net sales of $4,495 million, up 7% from $4,195 million in the second quarter 2025
Reported EPS of $1.96 versus $1.98 a year earlier; adjusted EPS of $2.23 versus $2.22
Full-year 2026 adjusted EPS guidance reaffirmed at $7.70 to $8.10
Share repurchases totaled $75 million in the quarter and $175 million year to date
Franklin Street Properties reported a second-quarter 2026 GAAP net loss of $16.6 million, or $0.16 per share, compared with a net loss of $7.9 million, or $0.08 per share, a year earlier. Revenue fell to $26.4 million from $26.7 million, and the company's leased share of its owned portfolio dropped to 67.4% from 68.9% at year-end 2025, which weighs on shareholders' earnings outlook.
Q2 2026 net loss was $16.6 million ($0.16 per share) versus $7.9 million ($0.08 per share) in Q2 2025, including a $7.7 million loss on property sales and impairments.
Q2 2026 revenue was $26.4 million, down from $26.7 million a year earlier; FFO was $1.6 million ($0.02 per share).
Owned portfolio was 67.4% leased as of June 30, 2026, down from 68.9% on December 31, 2025.
Expanded strategic review now has BofA Securities and JLL Real Estate Investment Banking as co-financial advisers; Greenwood Plaza was sold on July 8, 2026 for approximately $19.4 million.
AXIS Capital reported second quarter 2026 net income available to common shareholders of $251 million, or $3.38 per diluted share, up $35 million from the second quarter of 2025. Operating income fell 19% to $211 million, and underwriting income fell 24% to $143 million as the combined ratio rose to 93.1% from 88.9%. The results were furnished in a press release, an investor financial supplement and a presentation, and shareholders get a higher GAAP profit alongside weaker operating and underwriting measures.
Net income available to common shareholders was $251 million, or $3.38 per diluted share, for the quarter ended June 30, 2026.
Operating income was $211 million, or $2.84 per diluted share, down $51 million, or 19%, from the second quarter of 2025.
Combined ratio was 93.1% versus 88.9% a year earlier, producing underwriting income of $143 million, down 24%.
Book value per diluted common share was $80.67 at June 30, 2026; a second quarter earnings call is set for July 29, 2026 at 8:30 a.m. ET.
Unum Group reported second-quarter 2026 net income of $256.9 million, or $1.61 per diluted share, down from $335.6 million, or $1.92, a year earlier. Adjusted per-share operating income rose to $2.16 from $2.06, but adjusted operating income in dollars fell to $346.0 million from $360.2 million, as the company absorbed a $75.4 million Closed Block segment loss and $30.7 million in strategic actions charges before tax.
Net income $256.9 million ($1.61 per diluted share) in Q2 2026, versus $335.6 million ($1.92) in Q2 2025
After-tax adjusted operating income $346.0 million ($2.16 per diluted share), versus $360.2 million ($2.06) a year earlier
Closed Block segment adjusted operating loss of $75.4 million and strategic actions impact of $30.7 million before tax
Full-year 2026 outlook for after-tax adjusted operating income per share of $8.60 to $8.90
Landstar System reported second-quarter 2026 revenue of $1.432 billion and earnings per share of $1.44, both up from the 2025 second quarter. Higher insurance and claims expense, mainly from unfavorable development of prior years' claims, weighed on results, and the Board raised the quarterly dividend by 10%.
Revenue of $1.432 billion rose 18.2% from $1.211 billion; EPS of $1.44 rose 20.0% from $1.20.
Insurance and claims expense was $39.4 million in the second quarter, up from $30.4 million a year earlier.
Quarterly dividend raised to $0.44 per share from $0.40, payable September 9, 2026 to holders of record on August 18, 2026.
No shares were repurchased in the second quarter; $22.6 million was spent on buybacks in the first half of 2026, leaving 1,115,195 shares authorized.
Artisan Partners reported second-quarter 2026 results on July 28, 2026. Revenue rose 9% from a year earlier to $307.9 million, and GAAP earnings per share were $1.11, up from $0.94. Net client outflows of $10.5 billion and a decision to wind down the U.S. Value business, expected to be largely complete by the end of the third quarter, weighed on the quarter, and the board declared a $0.80 per share dividend.
Revenue was $307.9 million, up 9% from $282.8 million in the second quarter of 2025; GAAP operating income was $84.6 million, up 6%.
Adjusted operating income was $101.4 million, up 13%; adjusted earnings per share were $0.94, up from $0.83.
Net client outflows totaled $10.5 billion, including $6.4 billion from U.S. Value strategies; the wind-down is expected to be largely complete by the end of the third quarter.
The board declared a variable quarterly dividend of $0.80 per share, payable August 31, 2026, to holders of record as of August 17, 2026.
FB Bancorp, Inc. (NASDAQ: FBLA) reported a net loss of $70 thousand for the quarter ended June 30, 2026, compared with net income of $879 thousand a year earlier. Net income from continuing operations fell to $697 thousand from $1.0 million, while a $767 thousand loss from discontinued mortgage operations also weighed on results, so shareholders received lower earnings and per-share income from continuing operations of $0.05 versus $0.06.
Q2 2026 net loss of $70 thousand versus net income of $879 thousand in Q2 2025; continuing operations net income was $697 thousand versus $1.0 million.
Net loss from discontinued operations of $767 thousand in the quarter relates to the NOLA Lending Group mortgage banking segment, whose sale closed on March 1, 2026.
Total non-interest expenses rose 15.73% to $13.1 million, while net interest margin fell to 4.20% from 4.65%.
Six-month net income was $49 thousand versus $1.6 million a year earlier; the company approved a third stock repurchase program of up to 1,606,837 shares on June 12, 2026.
Broadway Financial reported second-quarter 2026 net income attributable to common stockholders of $218 thousand, or $0.02 per diluted share, down from $409 thousand in the first quarter but up from $2 thousand in the second quarter of 2025. Net interest income rose 4.8% sequentially to $9.5 million, but the provision for credit losses rose to $1.5 million from $200 thousand after a specific reserve on a non-accrual loan, and the net interest margin fell to 2.65% from 2.75%.
Net income attributable to common stockholders: $218 thousand in Q2 2026, versus $409 thousand in Q1 2026 and $2 thousand in Q2 2025.
Net interest income: $9.5 million, up $437 thousand, or 4.8%, from the first quarter; net interest margin fell to 2.65% from 2.75%.
Provision for credit losses: $1.5 million, versus $200 thousand in the first quarter, mainly from a specific reserve on a non-accrual loan.
Total deposits: $1.1 billion at June 30, 2026, up $197.0 million, or 21.5%, from December 31, 2025.
American Assets Trust reported second quarter 2026 results with total revenue up slightly from a year earlier, while FFO and net income were roughly flat to slightly lower. The company affirmed its full-year 2026 FFO guidance, which matters to shareholders as the main forward-looking measure in the release.
Q2 2026 total revenue was $109.5 million, compared with $107.9 million in Q2 2025; net income attributable to common stockholders was $5.2 million, or $0.09 per diluted share, versus $5.5 million, or $0.09, a year earlier.
FFO was $0.51 per diluted share in Q2 2026, compared with $0.52 in Q2 2025; six-month FFO was $1.02 per share versus $1.04.
Full-year 2026 FFO guidance was affirmed at $1.96 to $2.10 per diluted share, with a midpoint of $2.03.
Same-store cash NOI rose 0.3% in Q2 2026; the company cited a one-time reserve for receivables from an office tenant at Coastal Collection at Torrey Reserve.
Mirion reported second quarter 2026 revenue of $266.8 million, up 19.7% from a year earlier, and Adjusted EBITDA of $65.3 million, up 27.5%. GAAP net income fell 4.7% to $8.1 million, and GAAP diluted EPS was $0.03 versus $0.04 a year earlier. The company reaffirmed its full-year 2026 guidance, including Adjusted EPS of $0.48 to $0.55 per share.
Q2 2026 revenues of $266.8 million, up 19.7% from $222.9 million in Q2 2025
GAAP net income of $8.1 million, down 4.7% from $8.5 million; Adjusted EBITDA of $65.3 million, up 27.5% from $51.2 million
Second quarter orders were $291 million including Paragon and Certrec acquisitions, up 40%; $229 million excluding them, up 10%
2026 guidance reaffirmed, including Adjusted EPS of approximately $0.48 to $0.55 per share; conference call on July 29, 2026 at 10:00 a.m. ET
Rithm Property Trust reported second quarter 2026 GAAP comprehensive income of $645 thousand, or $0.08 per diluted share, compared with a comprehensive loss of $3.2 million, or $0.42 per share, in the first quarter. Earnings available for distribution, a non-GAAP measure, was a loss of $46 thousand, or $0.01 per share, though that was smaller than the first-quarter loss of $307 thousand, and the common dividend was held at $0.36 per share.
Q2 2026 comprehensive income was $645 thousand ($0.08 per diluted share), versus a Q1 2026 loss of $3,174 thousand ($0.42 per share).
Earnings available for distribution was a loss of $46 thousand ($0.01 per diluted share), versus a loss of $307 thousand ($0.04) in Q1 2026.
Common dividend was $0.36 per share, or $2.8 million, unchanged from Q1 2026.
Book value per common share was $30.17 as of June 30, 2026, based on 7,772,564 common shares outstanding.
BXP reported second quarter 2026 results on July 28, 2026, with revenue of $895.7 million and diluted FFO of $1.78 per share, both up from the first quarter. Net income attributable to BXP fell to $68.6 million, or $0.43 per share, from $101.6 million, or $0.64 per share, in the first quarter, which included larger gains on sales. The company also gave full-year 2026 diluted FFO guidance of $6.99 to $7.05 per share and third-quarter guidance of $1.80 to $1.82.
Revenue rose to $895.7 million from $872.1 million in the first quarter of 2026.
Diluted FFO per share was $1.78, up from $1.59; FFO attributable to BXP was $283.4 million, up from $252.2 million.
Net income attributable to BXP was $68.6 million, or $0.43 per share, down from $0.64 per share; an $18.0 million impairment on the Sumner Square leasehold in Washington, DC was recorded.
Full-year 2026 guidance is $2.14 to $2.24 diluted EPS and $6.99 to $7.05 diluted FFO per share; third-quarter guidance is $0.50 to $0.52 EPS and $1.80 to $1.82 FFO per share.
NXP reported second-quarter 2026 revenue of $3.50 billion, up 19% from a year earlier and 10% from the first quarter, with non-GAAP diluted EPS of $3.61 versus $2.72 a year earlier. The company guided third-quarter 2026 revenue to $3.65 billion to $3.85 billion and non-GAAP diluted EPS to $3.89 to $4.32, which shareholders may weigh against the $3.02 GAAP EPS reported for the quarter.
Q2 2026 revenue was $3.50 billion, up 19% year-on-year and 10% sequentially; GAAP diluted EPS was $3.02, down from $4.43 in Q1 2026 and up from $1.75 in Q2 2025.
Non-GAAP diluted EPS was $3.61, up from $3.05 in Q1 2026 and $2.72 in Q2 2025.
Third-quarter 2026 guidance: revenue of $3.65 billion to $3.85 billion and non-GAAP diluted EPS of $3.89 to $4.32.
Capital return in Q2 2026 was $360 million, including $256 million in dividends and $104 million in share buybacks.
Rocky Brands reported second quarter 2026 net sales of $118.4 million, up 12.0% from $105.6 million a year earlier, and net income of $13.9 million, or $1.83 per diluted share, versus $3.6 million, or $0.48, in the prior-year quarter. The company said recognized and expected IEEPA tariff refunds lowered cost of goods sold by an approximate $15.0 million, which was a major driver of the earnings increase.
Net sales rose 12.0% to $118.4 million; Wholesale segment up 7.9% to $78.8 million and Retail segment up 21.8% to $36.2 million
Net income was $13.9 million, or $1.83 per diluted share, versus $0.48 a year earlier; adjusted diluted EPS was $1.90 versus $0.55
Tariff activity reduced cost of goods sold by an approximate $15.0 million; an approximate $1.1 million receivable write-off tied to a customer bankruptcy raised operating expenses
Total debt fell 7.6% to $122.4 million as of June 30, 2026, compared with $132.5 million a year earlier
Caesars Entertainment reported second-quarter 2026 net revenues of $3.0 billion, up 3.0% from $2.9 billion a year earlier, and a net loss attributable to Caesars of $62 million, down from $82 million. Consolidated Adjusted EBITDA fell to $920 million from $955 million, and the company is not holding a conference call because of its pending acquisition by Fertitta Entertainment, Inc.
Net revenues were $3.0 billion versus $2.9 billion for the quarter ended June 30, 2025, with Regional up 9.4% and Las Vegas down 3.5%.
Net loss attributable to Caesars was $62 million, or $0.30 per share, compared with $82 million, or $0.39 per share, a year earlier.
Consolidated Adjusted EBITDA was $920 million versus $955 million, a 3.7% decline.
The definitive agreement to be acquired by Fertitta Entertainment, Inc., announced May 28, 2026, is pending; Caesars stock will no longer be listed on NASDAQ upon completion.
Avis Budget Group reported second quarter 2026 revenue of $2,998 million, down 1% from $3,039 million a year earlier. Net income attributable to the company rose to $35 million from $4 million, and Adjusted EBITDA rose 3% to $286 million, so profit improved while sales slipped.
Revenues $2,998 million vs. $3,039 million in Q2 2025, down 1%
Net income attributable to Avis Budget Group $35 million vs. $4 million; diluted EPS $0.98 vs. $0.10
Adjusted EBITDA $286 million vs. $277 million, up 3%; Total Company vehicle utilization 72.6%, up 1.9 points
Liquidity about $1.0 billion at quarter end; $300 million add-on senior notes due 2031 issued in May
Varonis reported second quarter 2026 revenue of $180.0 million, up from $152.2 million a year earlier, and SaaS ARR of $726.0 million, up 52% year-over-year. The company raised its full-year SaaS ARR growth outlook (excluding conversions) to 21% at the midpoint, but GAAP net loss widened to $46.8 million from $35.8 million.
Q2 2026 total revenues were $180.0 million versus $152.2 million in Q2 2025.
Non-GAAP operating income was $3.7 million, compared with a non-GAAP operating loss of $1.9 million a year earlier.
GAAP net loss was $46.8 million, or $(0.41) per share, versus $35.8 million, or $(0.32) per share, in Q2 2025.
Full-year 2026 revenue outlook is $735.0 million to $739.0 million, with Q3 revenue expected at $185.0 million to $188.0 million.
Ribbon Communications reported second-quarter 2026 revenue of $192 million, down from $221 million a year earlier, and a GAAP operating loss of $12 million versus operating income of $4 million a year earlier. Revenue rose 18% sequentially from the first quarter, and the company projected third-quarter 2026 revenue of $215 million to $230 million, but it has also adjusted its full-year 2026 targets.
Q2 2026 revenue was $192 million versus $221 million in Q2 2025; GAAP net loss was $27 million versus $11 million
Non-GAAP Adjusted EBITDA was $12 million versus $32 million in Q2 2025
Q3 2026 outlook: revenue of $215 million to $230 million and Adjusted EBITDA of $26 million to $31 million
Full-year 2026 targets now call for revenue of $810 million to $840 million and Adjusted EBITDA of $78 million to $88 million
Mondelēz reported second-quarter 2026 net revenues of $9.4 billion, up 4.1%, and diluted EPS of $1.20, up from $0.49. Adjusted EPS was $0.73, down 2.7% on a constant currency basis, as the company cited operating declines and higher interest and other expense. The company raised its 2026 organic net revenue growth outlook to at least 2%, kept its Adjusted EPS growth outlook of flat to 5%, and announced a 4% increase to its quarterly dividend.
Q2 net revenues of $9,355 million, up 4.1%; organic net revenue up 2.2%
Diluted EPS $1.20 versus $0.49 a year earlier; Adjusted EPS $0.73, down 2.7% at constant currency
2026 outlook: at least 2% organic net revenue growth (raised); Adjusted EPS growth flat to 5% (maintained); Free Cash Flow about $3 billion
Quarterly dividend increased 4%; $1.5 billion returned to shareholders in the first half of 2026
Clearwater Paper reported second-quarter 2026 net sales of $375 million, down from $392 million a year earlier, and a net loss from continuing operations of $21 million, or $1.33 per diluted share, versus net income of $3 million a year earlier. Adjusted EBITDA from continuing operations was negative $8 million, compared with positive $40 million, which the company attributed mainly to lower market pricing and the timing of the Lewiston, Idaho maintenance outage.
Net sales were $375 million, down from $392 million; sales volumes rose 8% to 328,722 tons while the average net selling price fell 9% to $1,077 per ton.
Net loss of $21 million, or $1.33 per diluted share, compared with net income of $3 million, or $0.17 per share, in Q2 2025.
Adjusted EBITDA from continuing operations was negative $8 million versus positive $40 million a year earlier.
The company guided to Q3 2026 Adjusted EBITDA of $20 million to $30 million in its supplemental materials.
Werner Enterprises reported second-quarter 2026 revenue of $933.9 million, up 24% year over year, mainly from the FirstFleet acquisition. GAAP operating income fell 74% to $16.9 million and GAAP diluted EPS fell to $0.11 from $0.72, largely because of prior-year liability reversals that did not recur, while non-GAAP adjusted diluted EPS rose to $0.22 from $0.08. The company also changed its 2026 guidance, lowering its truck count growth outlook while raising its net capital expenditure and some pricing outlooks.
Q2 2026 total revenues were $933.9 million, up $180.8 million from $753.1 million a year earlier; GAAP operating income was $16.9 million, down from $66.3 million, after $53.6 million of favorable prior-year liability reversals.
GAAP diluted EPS was $0.11 versus $0.72; non-GAAP adjusted diluted EPS was $0.22 versus $0.08.
2026 guidance: TTS average truck count growth lowered to 16% to 18% from 23% to 28%; net capital expenditures raised to $215 million to $250 million from $185 million to $225 million.
No shares were repurchased in the second quarter; 5.0 million shares remained under the repurchase authorization as of June 30, 2026. Cash flow from operations was $84.7 million versus $46.0 million.
W. P. Carey reported second-quarter 2026 revenues of $461.1 million, up 7.0% from a year earlier, and AFFO of $1.34 per diluted share, up 4.7% from $1.28. The company raised and narrowed its 2026 AFFO per diluted share guidance to $5.19 to $5.27 from $5.16 to $5.26, and raised its full-year investment volume assumption to $1.7 billion to $2.1 billion.
Q2 2026 revenues, including reimbursable costs, were $461.1 million, up 7.0% from $430.8 million in Q2 2025.
Net income attributable to W. P. Carey was $185.4 million, or $0.82 per diluted share, versus $51.2 million, or $0.23, a year earlier; the result includes a $41.6 million mark-to-market gain on Lineage shares.
AFFO per diluted share guidance for 2026 rose to $5.19 to $5.27 from $5.16 to $5.26; disposition volume guidance was raised to $350 million to $550 million from $250 million to $750 million.
The quarterly dividend was increased to $0.940 per share, and $350 million of 5.200% notes due 2036 were issued to prepay 4.250% notes due October 2026.
Logitech reported fiscal first-quarter 2027 sales of $1.23 billion, up 7% from a year earlier, and GAAP EPS of $1.63, up 66%, with results including $61 million in tariff refunds. The company guided second-quarter sales to $1,185 million to $1,220 million and said a late-June 2026 closure at a semiconductor supplier's plant could cut Q3 net sales by up to $200 million, which matters to shareholders because it threatens near-term revenue even as reported profit rose.
Q1 FY27 net sales $1.23 billion, up 7% in US dollars and 5% in constant currency
GAAP EPS $1.63, up 66%; non-GAAP EPS $1.85, up 47%; both include $61 million in tariff refunds
Q2 FY27 outlook: sales $1,185 million to $1,220 million, growth of 0% to 3%, non-GAAP operating income $185 million to $210 million
Supplier incident expected to reduce Q3 net sales by up to $200 million and to be largely resolved by Q4
KLA reported fiscal fourth-quarter 2026 revenue of $3.66 billion, up from $3.17 billion a year earlier, with GAAP diluted EPS of $1.04 versus $0.91. For fiscal 2026, revenue was $13.58 billion and GAAP diluted EPS was $3.66 versus $3.04. The company guided first-quarter fiscal 2027 revenue to $4.0 billion ±$200 million and non-GAAP diluted EPS to $1.16 ±$0.10, which signals continued growth expectations for shareholders.
Q4 fiscal 2026 revenue $3.66 billion versus $3.17 billion in Q4 fiscal 2025; GAAP net income $1.36 billion
Omnicom reported results for the quarter ended June 30, 2026. Reported revenue was $6.6 billion, up from $4.0 billion a year earlier, mainly due to the IPG acquisition, which closed on November 26, 2025. Diluted earnings per share were $2.08, up from $1.31, and non-GAAP adjusted EPS was $2.65, up 29.3% from $2.05. The filing gives no new financial guidance.
Revenue from Core Operations was $6.0 billion, with 6.1% organic growth in the quarter.
Operating income was $922.5 million, compared with $439.2 million in the second quarter of 2025.
Net income attributed to Omnicom was $584.8 million, compared with $257.6 million a year earlier.
Weighted-average diluted shares rose to 281.0 million from 196.0 million, largely due to shares issued for the IPG acquisition.
STAG Industrial reported second quarter 2026 net income attributable to common stockholders of $52.9 million, up 5.8% from $50.0 million a year earlier, and Core FFO of $0.65 per diluted share, up 3.2% from $0.63. Same Store Cash NOI rose 3.4% to $158.8 million, and the company acquired seven buildings for $287.1 million in the quarter. For the six months, net income attributable to common stockholders fell 18.7% to $114.8 million, so shareholders see improved quarterly results alongside a lower year-to-date profit figure.
Q2 2026 diluted net income per share was $0.28, versus $0.27 in Q2 2025; net income attributable to common stockholders was $52.9 million, versus $50.0 million.
Core FFO per diluted share was $0.65, versus $0.63; Same Store Cash NOI was $158.8 million, up 3.4%.
Six-month net income attributable to common stockholders was $114.8 million, down 18.7% from $141.3 million; six-month diluted EPS was $0.60, versus $0.76.
The Board declared a third quarter 2026 dividend of $0.3875 per share, payable October 15, 2026, to holders of record as of September 30, 2026.
Ford reported second-quarter 2026 revenue of $48.3 billion, down $1.9 billion year-over-year, and a net loss of $1.3 billion that includes a $3.6 billion largely non-cash charge tied to the disposition of the BlueOval SK joint venture. Adjusted EBIT rose $0.4 billion to $2.5 billion, and Ford raised its full-year 2026 adjusted EBIT guidance to $10 billion to $11 billion and adjusted free cash flow guidance to $6.0 billion to $7.0 billion. For shareholders, the headline profit forecast improved while reported revenue and GAAP results declined.
Q2 2026 revenue of $48.3 billion, down $1.9 billion year-over-year; net loss of $1.3 billion versus a $36 million loss in Q2 2025
Adjusted EBIT of $2.5 billion, up $0.4 billion; operating cash flow of $4.3 billion and adjusted free cash flow of $2.1 billion
Full-year 2026 adjusted EBIT guidance raised to $10 billion to $11 billion from $8.5 billion to $10.5 billion
Third-quarter regular dividend of 15 cents per share, payable Sept. 1 to holders of record on Aug. 11
Seagate reported fiscal fourth-quarter revenue of $3.6 billion, up from $2.4 billion a year earlier, with GAAP diluted EPS of $5.58 versus $2.24. The company guided fiscal first-quarter 2027 revenue to $4.1 billion, plus or minus $100 million, and non-GAAP diluted EPS to $7.30, plus or minus $0.20, and declared a quarterly dividend of $0.74 per share.
Q4 revenue of $3,629 million vs. $2,444 million a year earlier; GAAP diluted EPS $5.58 vs. $2.24; non-GAAP diluted EPS $5.71 vs. $2.59
Fiscal 2026 revenue of $12,195 million vs. $9,097 million; GAAP diluted EPS $13.90 vs. $6.77
Q1 fiscal 2027 guidance: revenue of $4.1 billion (plus or minus $100 million); non-GAAP diluted EPS of $7.30 (plus or minus $0.20)
Quarterly dividend of $0.74 per share, payable October 7, 2026, to holders of record as of September 24, 2026
Qorvo reported fiscal 2027 first-quarter revenue of $784.8 million, down 4.2% from a year earlier and 2.9% from the prior quarter, while GAAP diluted EPS rose to $0.96 from $0.27 and non-GAAP diluted EPS rose to $1.64 from $0.92. The company said it expects full-year fiscal 2027 non-GAAP diluted EPS above $7.00, but it has stopped holding conference calls and giving forward-looking guidance because of its pending transaction with Skyworks.
Revenue was $784.8 million, down from $818.8 million a year earlier and $808.3 million in the fourth quarter of fiscal 2026.
GAAP operating income was $96.8 million and non-GAAP operating income was $177.6 million; non-GAAP gross margin was 52.8%, up 8.8 percentage points year over year.
Management now expects full-year fiscal 2027 non-GAAP diluted EPS above $7.00 and non-GAAP gross margin above 50%.
Fiscal 2027 is a 53-week year, and the fiscal second quarter ending October 3, 2026 will include 14 weeks.
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