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).
Standex reported fiscal fourth-quarter 2026 net sales of $228.3 million, up 2.8% from a year earlier, with organic growth of 7.7% and adjusted diluted EPS of $2.45, up 7.4%. The company also gave a fiscal 2027 outlook calling for mid-to-high single-digit sales growth, and said Chief Legal Officer Alan Glass will retire.
Q4 FY26 net sales $228.3 million, up 2.8% year on year; organic growth 7.7%
Diluted GAAP EPS $1.69 vs. $1.23 a year earlier; adjusted diluted EPS $2.45 vs. $2.28
FY27 outlook: mid-to-high single-digit sales growth and continued adjusted operating margin expansion
Alan Glass, Chief Legal Officer & Secretary, to retire; full-time through September 30, 2026, then reduced schedule until January 4, 2027
Ares Management reported second-quarter 2026 results on July 31, 2026, with GAAP net income attributable to the company of $150.6 million, up from $137.1 million a year earlier. The company also declared a quarterly dividend of $1.35 per Class A share, payable September 30, 2026, which shareholders of record on September 16, 2026 will receive.
GAAP net income attributable to Ares was $150.6 million, or $0.49 per share, compared with $137.1 million, or $0.46 per share, in the second quarter of 2025.
After-tax realized income was $467.6 million, or $1.29 per share, up 27% from $367.9 million in the prior-year quarter.
Fee related earnings were $491.1 million, up 20% year over year, and the company raised $36.4 billion of new capital.
The quarterly dividend is $1.35 per Class A and non-voting common share, payable September 30, 2026 to holders of record on September 16, 2026.
OceanFirst Financial reported a net loss of $3.0 million, or $0.04 per diluted share, for the quarter ended June 30, 2026, compared with net income available to common stockholders of $16.2 million, or $0.28 per share, a year earlier. The company said the loss reflects $42.8 million of non-recurring merger-related expenses tied to its June 1, 2026 acquisition of Flushing Financial Corporation, while core earnings rose to $30.5 million, or $0.43 per diluted share, from $17.7 million, or $0.31, a year earlier.
Q2 2026 net loss of $3.0 million, or $0.04 per diluted share, versus net income available to common stockholders of $16.2 million, or $0.28, in Q2 2025
Core earnings of $30.5 million, or $0.43 per diluted share, up from $17.7 million, or $0.31, in the prior year quarter
Flushing Financial acquisition completed June 1, 2026, adding $8.69 billion to total assets and 30 retail branches
Board declared a regular quarterly cash dividend of $0.20 per share, payable August 21, 2026, to holders of record on August 10, 2026
Alliant Energy reported second-quarter 2026 GAAP earnings of $0.65 per diluted share, down from $0.68 a year earlier, with quarterly net income of $170 million versus $174 million. For the six months, GAAP EPS rose to $1.52 from $1.50, and the company reaffirmed its 2026 ongoing EPS guidance of $3.36 to $3.46, saying results are trending in the upper half of that range.
Q2 2026 GAAP EPS of $0.65 vs. $0.68 in Q2 2025; quarterly net income of $170 million vs. $174 million
Six-month GAAP EPS of $1.52 vs. $1.50; non-GAAP EPS of $1.47 excludes a $0.05 state income tax apportionment benefit
Q2 total revenues of $971 million vs. $961 million a year earlier
2026 ongoing EPS guidance reaffirmed at $3.36 to $3.46; earnings currently trending in the upper half of the range
Columbia Financial, Inc. (CLBK) reported second-quarter 2026 net income of $14.5 million, or $0.14 per share, up from $12.3 million, or $0.12 per share, a year earlier, and announced a quarterly cash dividend of $0.05 per share. The company said net interest margin expansion drove the higher core net income, partly offset by merger-related costs and a higher tax rate. The filing states that the Northfield Bancorp acquisition and second-step conversion were completed in July 2026, after the June 30 quarter-end, so the reported results do not include Northfield.
Q2 2026 net income $14.5 million ($0.14 per share) vs. $12.3 million ($0.12 per share) in Q2 2025; core net income $15.1 million ($0.15 per share)
Net interest margin 2.44% in Q2 2026, up 25 basis points from 2.19% a year earlier
Quarterly cash dividend of $0.05 per share, payable August 26, 2026, to holders of record as of August 12, 2026
Non-performing loans rose to $43.0 million at June 30, 2026, from $38.0 million at December 31, 2025
AptarGroup reported second quarter 2026 reported sales up 6% to $1.03 billion, the first quarter above $1 billion, but reported diluted EPS fell to $1.36 from $1.67 a year earlier, and adjusted EPS fell to $1.42 from $1.68. The company expects third quarter adjusted EPS of $1.45 to $1.53, and CEO Stephan Tanda will hand over to Gael Touya on September 1, 2026.
Reported sales rose 6% to $1.03 billion; core sales rose 1%.
Reported diluted EPS was $1.36 versus $1.67; adjusted EPS was $1.42 versus $1.68.
Adjusted EBITDA margin was 20.7% versus 22.6% in the prior year quarter.
Q3 2026 adjusted EPS guidance is $1.45 to $1.53; Gael Touya becomes CEO on September 1, 2026.
Meridian Corporation reported second-quarter 2026 net income of $5.8 million, or $0.48 per diluted share, up from $2.0 million, or $0.17, in the first quarter but slightly below $0.49 a year earlier. Provision for credit losses fell to $3.0 million from $7.5 million, while non-performing loans rose $23.4 million to $82.1 million. The board also declared a $0.14 quarterly dividend per common share.
Net income was $5.8 million, or $0.48 per diluted share, versus $2.0 million, or $0.17, in the first quarter of 2026 and $5.6 million, or $0.49, in the second quarter of 2025.
Net interest margin was 3.69%, down from 3.82% in the first quarter of 2026; net interest income was $22.8 million versus $23.2 million.
Non-performing loans rose to $82.1 million at June 30, 2026, from $58.7 million at March 31, 2026.
The board declared a $0.14 quarterly cash dividend, payable August 17, 2026, to shareholders of record as of August 10, 2026.
Federated Hermes reported second quarter 2026 diluted EPS of $1.38, up from $1.16 a year earlier, on net income of $104.3 million versus $91.0 million. Total revenue rose 18% to $502.8 million, while operating expenses rose 20% to $369.9 million, and total managed assets reached a record $911.6 billion at June 30, 2026. Shareholders also received a declared dividend of $0.38 per share, up from $0.34 a year earlier.
Q2 2026 diluted EPS was $1.38 versus $1.16 in Q2 2025; net income was $104.3 million versus $91.0 million.
Total revenue was $502.8 million, up 18% from $424.8 million; operating expenses rose 20% to $369.9 million.
Total managed assets were a record $911.6 billion at June 30, 2026, up 8% from a year earlier, including $3.2 billion of alternative assets acquired through the FCP Fund Manager, L.P. transaction.
The board declared a $0.38 per share dividend payable Aug 14, 2026 to holders of record as of Aug 7, 2026; the company bought back $58.9 million of Class B common stock in Q2 2026.
Minerals Technologies reported a second-quarter 2026 net loss attributable to the company of $183.6 million, or $5.90 per share, after a $290 million charge to increase its reserve for talc-related claims and the Chapter 11 cases of subsidiary BMI OldCo Inc. Net sales rose 4% to $548 million, and earnings per share excluding special items rose 3% to $1.60. The charge drives the GAAP loss, while the company says it is on track for mid-single digit sales growth for the full year.
Net sales were $548 million, up 4% from the prior year; first-half sales were $1.1 billion, up 7%.
Loss per share was $5.90, compared with earnings of $1.44 per share a year earlier; excluding special items, EPS was $1.60, up 3% from $1.55.
A $290 million charge increased the reserve for talc-related claims and the Chapter 11 cases of BMI OldCo Inc.
Adjusted net leverage was 1.6x; Investor Day is scheduled for September 22, 2026.
North European Oil Royalty Trust announced a distribution of $0.26 per unit for the third quarter of fiscal 2026, the same as a year earlier and up from $0.22 in the second quarter of fiscal 2026. The filing says the cumulative 12-month distribution is $1.01 per unit, which the Trust states is 47.5%, or $0.49 per unit, higher than the prior 12-month distribution of $0.52 per unit.
Q3 fiscal 2026 distribution: $0.26 per unit, same as Q3 fiscal 2025 and up from $0.22 in Q2 fiscal 2026
Payable August 31, 2026 to unit owners of record on August 17, 2026
Cumulative 12-month distribution: $1.01 per unit, compared with $0.52 per unit for the prior 12 months
Corteva reported second-quarter 2026 net sales of $6.38 billion, down 1% from a year earlier, and GAAP earnings per share from continuing operations of $1.81, down 10%. Non-GAAP operating EBITDA rose 4% to $2.26 billion and operating EPS rose 5% to $2.30, and the company raised its full-year 2026 guidance to operating EBITDA of $4.1 billion to $4.3 billion and operating EPS of $3.60 to $3.80 per share.
Q2 2026 net sales were $6.38 billion, down 1%; organic sales fell 2%
GAAP EPS from continuing operations was $1.81 versus $2.02 in the year-earlier quarter; GAAP income from continuing operations after taxes was $1.22 billion
Full-year 2026 operating EBITDA guidance is $4.1 billion to $4.3 billion; operating EPS guidance is $3.60 to $3.80 per share
The planned separation remains on track for an October 1, 2026 spin-off of Vylor, with an Investor Day on September 15, 2026
Aqua Metals reported a second-quarter 2026 net loss of $4.5 million, or $1.31 per share, compared with a net loss of $6.8 million, or $7.44 per share, a year earlier. The statements of operations show no revenue line, and cash and cash equivalents fell to $4.7 million at June 30, 2026, from $10.8 million at December 31, 2025. The company said it expects to announce its selected Headwaters ARC development path during the current quarter, subject to financing, diligence and approvals.
Net loss of $4.5 million ($1.31 per share) for the quarter ended June 30, 2026, versus $6.8 million ($7.44 per share) in the same quarter of 2025.
Cash and cash equivalents of $4.7 million at June 30, 2026, down from $10.8 million at December 31, 2025.
Provision for credit losses of $2.1 million in the quarter, compared with none in the second quarter of 2025.
Company expects to announce its selected Headwaters ARC development path during the current quarter, subject to diligence, financing and approvals.
Cavco Industries reported fiscal first-quarter 2027 results for the quarter ended June 27, 2026. Net revenue rose 9.5% to $610 million, but net income fell 18.1% to $42.3 million and diluted earnings per share fell to $5.43 from $6.42. For shareholders, higher sales came with lower profit in the quarter, as factory-built housing gross margin narrowed to 20.8% from 22.6%.
Net revenue was $610 million, up $53 million or 9.5% from $557 million a year earlier.
Net income was $42.3 million, down 18.1% from $51.6 million; diluted EPS was $5.43 versus $6.42.
Factory-built housing gross profit as a percentage of net revenue was 20.8%, compared with 22.6% a year earlier.
Backlog was $298 million at quarter end, up from $195 million a year earlier; about $188 million remains available for repurchases.
MSA Safety reported second-quarter 2026 results for the quarter ended June 30, 2026. Net sales rose 6% to $503 million, and GAAP diluted EPS rose 40% to $2.23, while adjusted diluted EPS rose 24% to $2.40. The company said its full-year sales outlook includes low-double-digit total revenue growth, and it noted that the Autronica Fire and Security acquisition closed in July.
Net sales of $503.3 million, up 6% from $474.1 million a year earlier; organic sales rose 3%
GAAP net income of $86.2 million, or $2.23 per diluted share, up 40%; adjusted diluted EPS of $2.40, up 24%
Free cash flow of $82.7 million, versus $37.9 million in the second quarter of 2025
Full-year outlook includes low-double-digit total revenue growth; net leverage was 0.8x at quarter end
Quaker Houghton reported second-quarter 2026 net sales of $532.6 million, up 10% from a year earlier, and net income of $26.8 million, or $1.55 per diluted share, compared with a net loss in the prior-year quarter that included $88.8 million of impairment charges. Management said it expects meaningful revenue and adjusted EBITDA growth in 2026 and announced a new $250 million share repurchase program.
Net sales of $532.6 million, up 10% year over year; sales volumes rose 7%
GAAP earnings of $1.55 per diluted share versus a loss of $3.78 a year earlier; non-GAAP EPS of $2.19 versus $1.71
Adjusted EBITDA of $85.2 million, up 13% year over year
New $250 million share repurchase program; no numeric 2026 guidance given, only expected meaningful growth in revenue and adjusted EBITDA
Home Federal Bancorp, Inc. of Louisiana reported net income of $6.174 million for the year ended June 30, 2026, up from $3.888 million a year earlier, and described it as the highest annual earnings in the company's history. Diluted earnings per share rose to $2.02 from $1.26, and book value per share rose to $19.31 from $17.90, which matters to shareholders because it reflects higher profit per share and a larger equity base. The results were furnished in a press release dated July 30, 2026, filed as Exhibit 99.1.
Year ended June 30, 2026: net income $6.174 million vs $3.888 million; diluted EPS $2.02 vs $1.26
Three months ended June 30, 2026: net income $1.428 million vs $1.181 million; diluted EPS $0.46 vs $0.38
Net interest margin 3.72% for the year vs 3.23%; total assets $643.330 million at June 30, 2026
Non-performing assets $3.649 million at June 30, 2026, vs $3.305 million a year earlier; provision for credit losses $594,000 for the year vs a recovery of $126,000
Mettler-Toledo reported second-quarter 2026 sales of $1.027 billion, up 4% from a year earlier, and diluted EPS of $11.55 versus $9.76. Adjusted EPS was $11.46, up 14%, and the company raised its full-year 2026 adjusted EPS forecast to $47.15-$47.50 from $46.30-$46.95. Results include a one-time net tariff refund benefit that management excludes from its non-GAAP figures.
Q2 2026 reported sales rose 4% to $1.027 billion; local currency sales rose 6% excluding a one-time tariff refund to customers.
Diluted EPS was $11.55 (up from $9.76); adjusted EPS was $11.46 (up 14% from $10.09).
Full-year 2026 adjusted EPS forecast raised to $47.15-$47.50 from $46.30-$46.95; Q3 adjusted EPS forecast is $12.00-$12.15.
Non-GAAP results exclude a one-time $52 million IEEPA tariff refund benefit to cost of sales and a related $28 million refund to customers that reduced net sales.
Ameren reported second quarter 2026 net income attributable to common shareholders of $314 million, or $1.13 per diluted share, up from $275 million, or $1.01 per diluted share, a year earlier. Total operating revenues fell to $2.09 billion from $2.22 billion, and the company reaffirmed its 2026 earnings guidance range of $5.25 to $5.45 per diluted share.
Q2 2026 diluted EPS of $1.13 vs. $1.01 in Q2 2025; net income attributable to common shareholders of $314 million vs. $275 million
Total operating revenues of $2.09 billion vs. $2.22 billion in Q2 2025; six-month revenues of $4.27 billion vs. $4.32 billion
Six-month diluted EPS of $2.41 vs. $2.08 in the prior-year period; 2026 earnings guidance of $5.25 to $5.45 per diluted share reaffirmed
Analyst conference call scheduled for 9 a.m. Central Time on Friday, July 31, 2026
Apple reported fiscal third-quarter 2026 revenue of $109.4 billion, up 16% from a year earlier, and diluted earnings per share of $2.02, up 29%. The company said both were June-quarter records, and that results included a favorable impact from tariff refunds of about 2 percentage points on gross margin and $0.11 on EPS. The board also declared a quarterly dividend of $0.27 per share.
Revenue of $109.4 billion, up 16% year over year; iPhone, Mac and Services set June-quarter records
Diluted EPS of $2.02, up 29%, including a $0.11 favorable impact from tariff refunds
Gross margin of 50.1%, including a favorable impact of approximately 2 percentage points from tariff refunds
Quarterly dividend of $0.27 per share, payable August 13, 2026, to holders of record as of August 10, 2026
MasTec reported second quarter 2026 revenue of $4.4 billion, up 23% year over year, with GAAP diluted EPS of $1.65 and adjusted diluted EPS of $2.22, up 51% and 49%. The company raised its full-year 2026 adjusted diluted EPS guidance to $9.30 and set GAAP diluted EPS guidance at $6.20, which matters to shareholders because it signals higher expected profit for the year.
Q2 2026 revenue of $4.37 billion, up 23.4% year over year; GAAP net income of $146 million, up 61.7%
Full-year 2026 adjusted diluted EPS guidance raised to $9.30; GAAP diluted EPS guidance of $6.20; third-quarter revenue estimate of $4.93 billion
18-month backlog of $21.4 billion at June 30, 2026, up $4.9 billion year over year and $1.1 billion from the prior quarter
Board appointed Alexander Benjamin Spiro as a Class III director effective July 24, 2026, expanding the board from nine to ten members
Camden Property Trust reported second-quarter 2026 diluted EPS of $0.18, down from $0.74 a year earlier, while Core FFO was $1.68 versus $1.70. The company raised its 2026 EPS guidance midpoint to $9.93 from $9.27, a change the filing says is adjusted for the anticipated gain on the California portfolio sale, and left its 2026 Core FFO guidance midpoint unchanged at $6.75.
Q2 2026 diluted EPS was $0.18 versus $0.74 in Q2 2025; Core FFO per diluted share was $1.68 versus $1.70.
2026 EPS guidance midpoint is $9.93, up from $9.27; 2026 Core FFO guidance midpoint is $6.75, unchanged.
On July 29, 2026, the company sold 11 California communities with 3,620 apartment homes for about $1.625 billion.
The company agreed to pay $53.0 million into a class action settlement fund and issued a $350 million unsecured term loan after quarter end.
Asure Software reported second-quarter 2026 revenue of $37.1 million, up 23% from $30.1 million a year earlier, with recurring revenue up 19% to $34.0 million. The net loss narrowed to $4.4 million from $6.1 million, and the company issued revenue guidance of $38.0 million to $40.0 million for the third quarter and $159.0 million to $163.0 million for full-year 2026.
Q2 2026 revenue of $37.1 million, up 23% from $30.1 million; recurring revenue of $34.0 million, up 19%
Net loss of $4.4 million versus $6.1 million a year earlier; adjusted EBITDA of $7.7 million versus $5.2 million
Q3 2026 revenue guidance of $38.0 million to $40.0 million; full-year 2026 revenue guidance of $159.0 million to $163.0 million
Expanded partnership with FRPG Restaurant Rewards, whose network spans 20 states and 3,000 members
Carpenter Technology reported fiscal fourth quarter 2026 operating income of $206.9 million, up from $151.4 million a year earlier, and diluted earnings per share of $3.23, up from $2.21. For fiscal 2027, the company expects operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million, and it set a fiscal 2029 operating income target of $1.2 billion to $1.3 billion.
Q4 fiscal 2026 net sales were $851.0 million, up from $755.6 million, and diluted EPS was $3.23 versus $2.21.
Fiscal 2026 operating income was $702.0 million, up from $521.8 million, and diluted EPS was $10.52 versus $7.42.
Fiscal 2027 outlook: operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million.
Q4 share repurchases totaled $45.2 million; $119.0 million remained available under the $400.0 million program as of June 30, 2026.
Pathfinder Bancorp reported second quarter 2026 net income attributable to common shareholders of $2.7 million, or $0.42 per diluted share, up from $2.4 million, or $0.38, in the first quarter of 2026 and $31,000 in the second quarter of 2025. Net interest income rose from the first quarter, and the company recorded a $155,000 provision benefit, while net charge-offs increased to $1.9 million. The board also declared a $0.10 per share quarterly cash dividend, payable August 7, 2026.
Net income attributable to common shareholders was $2.7 million, or $0.42 per diluted share, versus $2.4 million, or $0.38, in Q1 2026 and $31,000, or less than $0.01, in Q2 2025.
Net interest income was $10.5 million, up from $10.3 million in Q1 2026 but down from $10.8 million in Q2 2025; net interest margin was 3.08%, compared with 3.10% in Q1 2026.
Net charge-offs were $1.9 million, including a $1.6 million charge-off of one commercial loan, compared with $284,000 in Q1 2026; the allowance for credit losses was $26.9 million, or 3.03% of total loans.
Quarterly cash dividend of $0.10 per share is payable August 7, 2026, to shareholders registered by July 17, 2026.
Live Nation reported second-quarter 2026 revenue of $7.7 billion, up 9%, and Q2 diluted earnings per share of $1.05, compared with $0.41 a year earlier. Results for the six months were weaker: operating income fell 75% to $151.4 million, mainly reflecting a $450 million governmental investigations and litigation charge, and the company reported a six-month net loss attributable to common stockholders. Management said it remains on track for double-digit adjusted operating income growth in 2026.
Q2 2026 revenue was $7.7 billion, up 9%, and adjusted operating income was $817 million, up 2%.
Concerts adjusted operating income fell 14% to $310 million, while Ticketmaster adjusted operating income rose 14% to $331 million.
Six-month operating income was $151.4 million, down from $601.4 million, and includes a $450 million governmental investigations and litigation item.
Full-year 2026 capital expenditures are now projected at $1.1 billion, toward the lower end of the initial range.
Erie Indemnity reported second-quarter 2026 net income of $180.3 million, or $3.45 per diluted share, up from $174.7 million, or $3.34 per diluted share, a year earlier. Operating income before taxes rose $5.0 million, or 2.5 percent, and first-half net income also increased. The board also approved a quarterly Class A dividend of $1.4625 per share, payable October 20, 2026, compared with $1.365 per share declared in the second quarter of 2025.
Q2 2026 net income was $180.3 million, or $3.45 per diluted share, versus $174.7 million, or $3.34, in Q2 2025.
First-half 2026 net income was $330.8 million, or $6.32 per diluted share, versus $313.1 million, or $5.99, in the first half of 2025.
Operating income before taxes rose 2.5 percent in Q2 2026, with management fee revenue for policy issuance and renewal services up $39.0 million, or 4.7 percent.
Dividend No. 385 of $1.4625 per Class A share has a record date of October 5, 2026 and a payable date of October 20, 2026.
Eversource reported second-quarter 2026 GAAP earnings of $53.7 million, or $0.14 per share, down from $352.7 million, or $0.96 per share, a year earlier, after non-cash charges tied to its offshore wind contingent liability and the Aquarion water sale. Non-GAAP recurring earnings were $0.87 per share, and the company reaffirmed its 2026 non-GAAP recurring EPS guidance of $4.57 to $4.72, so shareholders face a sharp GAAP decline while the company's outlook is unchanged.
Q2 2026 GAAP net income attributable to common shareholders was $53.7 million, or $0.14 per share, versus $352.7 million, or $0.96 per share, in Q2 2025.
Q2 2026 charges included a $164.0 million after-tax offshore wind contingent liability increase and a $111.4 million after-tax Aquarion sale charge.
Q2 2026 operating revenues were $2.90 billion, up from $2.84 billion in Q2 2025; non-GAAP recurring EPS was $0.87.
2026 non-GAAP recurring EPS guidance of $4.57 to $4.72 was reaffirmed, including the impact of the March 2026 FERC transmission ROE reduction from 10.57% to 9.57%.
DXC Technology reported first quarter fiscal 2027 results, with revenue of $3.00 billion down 5.1% year over year and non-GAAP diluted EPS of $0.40, down 41.2%. GAAP diluted EPS was $0.73, helped by a $214 million litigation judgment gain, and the company maintained its full-year revenue and non-GAAP EPS guidance while raising its free cash flow outlook to about $685 million.
Revenue was $3.00 billion, down 5.1% year over year and down 6.7% on an organic basis; adjusted EBIT was $150 million, down 30.6%
GAAP diluted EPS was $0.73, while non-GAAP diluted EPS was $0.40, down 41.2% year over year
Full-year fiscal 2027 guidance maintained: revenue of $12.10 billion to $12.35 billion and non-GAAP diluted EPS of $2.40 to $2.90
Free cash flow guidance raised to about $685 million from about $600 million, which the company says reflects litigation-related matters
Arthur J. Gallagher & Co. reported second quarter 2026 results on July 30, 2026. Revenues before reimbursements rose to $3.96 billion from $3.18 billion, but reported net earnings fell to $324 million from $368 million and reported diluted EPS fell to $1.25 from $1.40, while adjusted diluted EPS rose to $2.84 from $2.30. Shareholders face a wide gap between reported and adjusted results, driven by company-defined adjustments such as $505 million of pretax Brokerage segment adjustments.
Revenues before reimbursements: $3,955 million in Q2 2026 vs. $3,179 million in Q2 2025
Diluted EPS: $1.25 reported vs. $1.40 a year earlier; $2.84 adjusted vs. $2.30
Q2 2026 pretax adjustments: $505 million Brokerage, $12 million Risk Management, $33 million Corporate
In Q2 2026 the company repurchased about 0.9 million shares for about $170 million
Eastman reported second-quarter 2026 sales of $2,513 million, up 10% from $2,287 million a year earlier, with GAAP diluted EPS of $1.59 versus $1.20 and adjusted EPS of $1.97 versus $1.60. The company now expects 2026 operating cash flow to approach $900 million, modestly below its prior expectation of approaching 2025 levels, and projects third-quarter adjusted EPS to approach the $1.97 second-quarter level.
Second-quarter sales rose 10% to $2,513 million; Chemical Intermediates sales rose 39% while Fibers fell 11%
Adjusted EBIT rose to $320 million from $275 million; GAAP EBIT was $311 million versus $222 million
Operating cash flow was $224 million versus $233 million; full-year 2026 operating cash flow now expected to approach $900 million
Company expects third-quarter 2026 adjusted EPS to approach $1.97 and reaffirmed $125 million to $150 million of cost savings
CNO Financial Group reported second quarter 2026 net income of $126 million, or $1.33 per diluted share, up from $91.8 million, or $0.91 per diluted share, a year earlier. The company also raised its full-year 2026 operating earnings per share guidance by 8% at the midpoint, which points to higher expected per-share earnings for shareholders.
Net income was $126 million, or $1.33 per diluted share, versus $91.8 million, or $0.91, in 2Q25.
Net operating income was $120 million, or $1.26 per diluted share, up 45% from $0.87 in 2Q25.
2026 operating EPS guidance raised by 8% at the midpoint from prior guidance.
Repurchased $60.0 million of common stock in 2Q26; authority to repurchase up to an additional $300.4 million remained at June 30, 2026.
Ingersoll Rand reported second-quarter 2026 revenue of $2,049 million, up 9%, and GAAP net income attributable to the company of $257 million, or $0.66 per share, compared with a loss of $115 million a year earlier. The company also updated its full-year 2026 guidance, which calls for adjusted EPS of $3.45 to $3.57, with the company expecting to finish near the high end of that range.
Q2 2026 adjusted EPS of $0.86, up 7% from $0.80 a year earlier; adjusted EBITDA of $520 million, up 2%
Q2 GAAP net income attributable to Ingersoll Rand of $257 million ($0.66 per share) versus a $115 million loss in Q2 2025, which included goodwill and intangible impairments
Full-year 2026 guidance: revenue growth of 4.5% to 6.5%, adjusted EBITDA of $2,130 million to $2,190 million, and adjusted EPS of $3.45 to $3.57
Q2 share repurchases of $240 million and $110 million deployed to M&A, including the Fox s.r.l. acquisition
Mohawk Industries reported second-quarter 2026 net earnings of $196 million, or $3.22 per diluted share, up from $2.34 a year earlier, on net sales of $3.0 billion, up 6.8%. The results included about $0.63 per share from tariff refunds that were not in the company's second-quarter guidance, and the company expects third-quarter adjusted EPS of $2.50 to $2.60, including about $0.12 from additional tariff refunds.
Q2 2026 net earnings were $196 million and diluted EPS was $3.22, versus $147 million and $2.34 in Q2 2025; adjusted diluted EPS was $3.67 versus $2.77.
Q2 net sales were $3.0 billion, up 6.8% as reported and up 5.0% adjusted for constant days and exchange rates.
Q3 2026 adjusted EPS is expected to be $2.50 to $2.60, or $2.38 to $2.48 excluding tariff refunds and one-time charges.
Paul De Cock will succeed Jeff Lorberbaum as CEO effective September 30, 2026, as previously announced on June 11, 2026.
Bank of the James Financial Group reported second-quarter 2026 net income of $3.24 million, or $0.71 per share, up from $2.70 million, or $0.60 per share, a year earlier. First-half net income was $6.01 million, or $1.32 per share, compared with $3.55 million, or $0.78 per share, in the first half of 2025. The board also declared a $0.10 quarterly cash dividend, payable September 4, 2026, to holders of record on August 21, 2026.
Q2 2026 net income $3.24 million vs. $2.70 million in Q2 2025; EPS $0.71 vs. $0.60
First-half 2026 net income $6.01 million, $1.32 per share, vs. $3.55 million and $0.78 a year earlier
Efficiency ratio improved to 67.82% in Q2 2026 from 76.71% in Q2 2025
Quarterly cash dividend of $0.10 per share; record date August 21, 2026; payment date September 4, 2026
Pioneer Bancorp reported second quarter 2026 net income of $3.5 million, or $0.14 per diluted share, down from $6.5 million, or $0.26 per share, a year earlier. Net interest income rose 16.5% to $22.9 million, but noninterest expense increased 50.6% to $22.2 million, driven by professional fees, salaries and the completion of several acquisitions.
Q2 2026 net income was $3.5 million ($0.14 per diluted share), versus $6.5 million ($0.26) in Q2 2025.
Six-month net income was $8.8 million ($0.36 per diluted share), versus $12.2 million ($0.49) a year earlier.
Net interest income rose $3.3 million, or 16.5%, to $22.9 million, and net interest margin was 4.30%, up 17 basis points.
Noninterest expense rose $7.5 million, or 50.6%, to $22.2 million, with higher legal fees and acquisition-related costs cited.
AXT reported second-quarter 2026 revenue of $47.6 million, up from $26.9 million in the first quarter and $18.0 million a year earlier. GAAP net income attributable to AXT was $11.1 million, or $0.17 per diluted share, compared with a net loss of $7.0 million a year earlier, and the company's CEO cited its highest quarterly indium phosphide revenue to date. The filing gives no forward guidance, so shareholders have the reported quarter and the company's qualitative outlook to weigh.
Revenue was $47.6 million for Q2 2026, compared with $26.9 million in Q1 2026 and $18.0 million in Q2 2025.
GAAP gross margin was 44.9% in Q2 2026, compared with 29.6% in Q1 2026 and 8.0% in Q2 2025.
GAAP net income attributable to AXT was $11.1 million, or $0.17 diluted per share, versus a net loss of $7.0 million, or $0.16 per share, in Q2 2025.
Non-GAAP net income was $11.9 million, or $0.19 per share, excluding stock-based compensation.
Bogota Financial Corp. reported higher net income for the three and six months ended June 30, 2026, with Q2 net income of $748,000, or $0.06 per share, compared with $224,000, or $0.02 per share, a year earlier. Total assets, deposits and loans declined from December 31, 2025, and non-performing assets rose to $25.9 million, so shareholders face a mixed balance sheet picture alongside the earnings gain. The CEO also said the company agreed to acquire GSL Bank this quarter, but the filing gives no deal terms.
Q2 2026 net income was $748,000, or $0.06 per share, versus $224,000, or $0.02 per share, in Q2 2025.
Six-month net income was $1.5 million, or $0.12 per share, versus $955,000, or $0.08 per share, a year earlier.
Total deposits fell 12.0% to $574.2 million from $652.4 million at December 31, 2025, and FHLB advances rose $47.7 million to $141.0 million.
Non-performing assets rose to $25.9 million from $13.1 million at December 31, 2025, and the company has repurchased 230,544 shares at a cost of $2.0 million.
Dolby reported fiscal third-quarter 2026 total revenue of $305 million, down from $316 million a year earlier, and GAAP diluted EPS of $0.30 versus $0.48. For shareholders, lower revenue and profit were reported alongside a $350 million increase in the stock repurchase authorization, to about $427 million, and a $0.36 per share cash dividend.
Total revenue was $305 million vs. $316 million in Q3 fiscal 2025; GAAP net income was $29 million vs. $46 million.
Non-GAAP diluted EPS was $0.69 vs. $0.78 in the year-earlier quarter.
Fourth-quarter fiscal 2026 total revenue is guided to $362 million to $392 million; full-year total revenue to $1.41 billion to $1.44 billion.
Board increased the repurchase program by $350 million to about $427 million; $0.36 dividend payable August 19, 2026.
Penumbra reported second-quarter 2026 revenue of $390.0 million, up 14.9% from a year earlier, but net income fell to $34.8 million from $45.3 million and diluted earnings per share dropped to $0.88 from $1.15. The company will not provide full-year 2026 guidance or hold a earnings call because of its pending acquisition by Boston Scientific Corporation, leaving shareholders without a current outlook.
Q2 2026 revenue was $390.0 million, up 14.9%; thrombectomy rose 12.5% to $259.0 million and embolization and access rose 20.0% to $131.1 million.
Q2 2026 net income was $34.8 million versus $45.3 million a year earlier; the provision for income taxes was $11.4 million compared with $40 thousand.
SG&A included $6.9 million of acquisition-related expenses tied to the pending acquisition by Boston Scientific Corporation, and no full-year 2026 financial guidance will be provided.
Roblox reported second-quarter 2026 revenue of $1.5 billion, up 36% year over year, and a consolidated net loss of $185 million, narrower than $280 million a year earlier. Bookings grew 8%, at the low end of the company's guidance range, and the company guided third-quarter bookings down 14% to 18% while revenue is expected to rise 4% to 10%; it will issue quarterly guidance only, with no full-year 2026 outlook.
Q2 2026 revenue was $1,469 million, up 36% year over year; bookings grew 8%, at the low end of guidance.
Consolidated net loss was $185 million versus $280 million in Q2 2025; Adjusted EBITDA was $152 million versus $18 million.
Q3 2026 guidance: revenue of $1,413 million to $1,490 million (up 4% to 10%) and bookings down 14% to 18% year over year.
Company will provide quarterly guidance only and no full-year 2026 outlook; it repurchased 8.2 million shares for about $380 million in Q2.
Bright Horizons reported second-quarter 2026 revenue of $779.2 million, up 7%, and diluted adjusted earnings per share of $1.28, up 20%. GAAP net income fell 26% to $40.6 million, mainly due to $19.1 million of impairment losses at certain centers, and the company gave updated 2026 guidance for revenue and adjusted earnings per share.
Q2 2026 diluted EPS was $0.79 versus $0.95 a year earlier; diluted adjusted EPS was $1.28 versus $1.07.
Income from operations was $79.8 million, down 7%, including $19.1 million of impairment losses in the full service child care segment.
2026 outlook: revenue of $3.085 billion to $3.115 billion and diluted adjusted EPS of $5.05 to $5.15.
Six-month share repurchases totaled $473.2 million for about 6.6 million shares, versus $60.7 million a year earlier.
Safehold reported second-quarter 2026 revenue of $114.6 million, up 22% from $93.8 million a year earlier, and net income attributable to common shareholders of $30.2 million, or $0.42 per share, compared with $27.9 million and $0.39 a year earlier. The company also reported $150 million of new ground lease originations, a $348 million joint venture with Brookfield, and a $225 million private placement of notes due 2056, and said estimated unrealized capital appreciation rose to $9.8 billion.
Revenue was $114.6 million, up 22% from $93.8 million in Q2 2025
Net income attributable to common shareholders was $30.2 million, up 8% from $27.9 million; EPS was $0.42 vs. $0.39
Closed $150 million of new ground lease originations, including $81 million of forward commitments not yet funded
Formed a $348 million joint venture with Brookfield and closed a $225 million private placement of notes due 2056
Floor & Decor reported second-quarter fiscal 2026 net sales up 3.0% to $1,250.3 million, while comparable store sales fell 2.1%. GAAP diluted EPS rose 53.4% to $0.89, but that figure includes $45.2 million of one-time IEEPA tariff refunds, and adjusted diluted EPS was flat at $0.58. The company also issued fiscal 2026 guidance, including adjusted diluted EPS of about $1.88 to $2.13 and a 53-week year.
Net sales of $1,250.3 million rose 3.0% from $1,214.2 million a year earlier; comparable store sales decreased 2.1%.
Diluted EPS of $0.89 rose 53.4%; adjusted diluted EPS of $0.58 was flat, excluding $45.2 million of tariff refunds.
Fiscal 2026 guidance: net sales of about $4,770 million to $4,990 million; adjusted diluted EPS of about $1.88 to $2.13.
The company repurchased $65.7 million of stock and opened five new warehouse stores in the quarter.
GoDaddy reported second-quarter 2026 results with total revenue of $1.3 billion, up 7% year over year, and net income of $240.1 million, up 20%. The company narrowed its full-year 2026 revenue guidance to $5.215 billion to $5.255 billion and reaffirmed its free cash flow target of about $1.8 billion, while guiding third-quarter revenue growth to 5% at the midpoint.
Q2 2026 total revenue was $1,298.0 million, up 6.6% from $1,217.6 million a year earlier; operating income rose 28.6% to $342.5 million.
Q3 2026 revenue is expected at $1.315 billion to $1.335 billion, with management calling Q3 its toughest comparison period.
Full-year 2026 revenue guidance is narrowed to $5.215 billion to $5.255 billion, and free cash flow is reaffirmed at about $1.8 billion.
GoDaddy repurchased 9.8 million shares for $851.8 million year to date through July 29, 2026.
Silvercrest reported second-quarter 2026 revenue of $30.8 million, up 0.4% from a year earlier, while net income attributable to Silvercrest fell to $0.2 million, or $0.02 per diluted share, from $1.9 million, or $0.21 per share, a year earlier. Management attributed higher expenses to its international build-out and said it expects the compensation ratio to remain elevated, while discretionary assets under management rose to $24.7 billion at June 30, 2026.
Revenue of $30.8 million for the three months ended June 30, 2026, up 0.4% from $30.7 million a year earlier.
Net income attributable to Silvercrest of $0.2 million, or $0.02 per diluted share, versus $1.9 million, or $0.21 per share, in the second quarter of 2025.
Adjusted EBITDA of $3.4 million, an 11.2% margin, versus $5.7 million and 18.7% a year earlier.
Compensation and benefits of $20.5 million, or 66.6% of revenue; board declared a $0.21 quarterly dividend payable September 18, 2026.
Weyerhaeuser reported second quarter 2026 net earnings of $162 million, or $0.23 per diluted share, up from $87 million, or $0.12, a year earlier, on net sales of $1.9 billion, slightly below the prior-year $1.9 billion. The gain was helped by a $71 million after-tax gain on the sale of Oregon timberlands; before special items, earnings were $91 million, or $0.13 per share, and adjusted EBITDA was $310 million versus $336 million a year earlier. The company also raised its full-year 2026 Adjusted EBITDA outlook for Strategic Land Solutions to about $450 million, $25 million above its prior outlook.
Net earnings were $162 million ($0.23 per diluted share) versus $87 million ($0.12) in Q2 2025; before special items, $91 million ($0.13) versus $87 million ($0.12).
Adjusted EBITDA was $310 million, compared with $336 million in Q2 2025 and $308 million in Q1 2026.
Net sales were $1,867 million versus $1,884 million in Q2 2025.
Full-year 2026 Adjusted EBITDA for Strategic Land Solutions is now expected to be about $450 million, a $25 million increase from prior outlook.
Stryker reported second quarter 2026 net sales of $6.6 billion, up 9.4% from a year earlier, with reported diluted EPS of $3.30 and adjusted diluted EPS of $3.69. The company narrowed its full year 2026 guidance to organic net sales growth of 8.3% to 9.3% and adjusted diluted EPS of $14.95 to $15.10, and its CEO said the company is recovering from the cyber incident first reported on March 11, 2026.
Net sales $6.6 billion, up 9.4% (organic up 9.0%); MedSurg and Neurotechnology $3.6 billion, Orthopaedics $3.0 billion
Reported diluted EPS $3.30, up 44.1%; adjusted diluted EPS $3.69, up 17.9%
2026 guidance narrowed: organic net sales growth 8.3% to 9.3%; adjusted diluted EPS $14.95 to $15.10
Reddit reported second-quarter 2026 revenue of $805 million, up 61% from a year earlier, with net income of $253 million and diluted EPS of $1.25 versus $0.45 a year ago. The company also estimated third-quarter 2026 revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million, and repurchased $235 million of Class A stock during the quarter.
Revenue of $805 million rose 61% year-over-year; advertising revenue was $762 million, up 64%
Net income was $253 million and diluted EPS was $1.25, compared with $89 million and $0.45 a year earlier
Adjusted EBITDA was $343 million (43% margin) and free cash flow was $261 million
Third-quarter 2026 estimates: revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million
Axos Financial reported fiscal fourth-quarter 2026 net income of $124.9 million, up 12.9% from $110.7 million a year earlier, and diluted EPS of $2.16 versus $1.92. The quarter included a $21.0 million accrual for a FINRA arbitration matter, and non-GAAP adjusted EPS was $2.53. For the full fiscal year, net income rose to $490.4 million and diluted EPS to $8.48, up 14.1%.
Net interest income rose 13.5% to $317.9 million, and non-interest income rose 49.9% to $61.9 million for the quarter.
Non-interest expense increased $55.3 million to $205.9 million, including the $21.0 million FINRA arbitration accrual.
Total deposits were $24.6 billion at June 30, 2026, up 17.9% from a year earlier, including about $2.3 billion from a deposit acquisition that closed in the quarter.
The company closed its acquisition of Arc Technologies, Inc. on July 20, 2026.
SPS Commerce reported second quarter 2026 results, with revenue up 6% to $197.8 million and Adjusted EBITDA up 19% to $66.6 million. GAAP net income fell to $6.9 million, or $0.19 per diluted share, from $19.7 million, or $0.52, a year earlier, mainly due to a $23.5 million loss on the sale of a business. The company also issued updated 2026 guidance that reflects the June 30, 2026 divestiture of its 3P Revenue Recovery business.
Q2 2026 revenue was $197.8 million, up from $187.4 million in Q2 2025; net income was $6.9 million, or $0.19 per diluted share, versus $0.52 a year earlier.
Non-GAAP income was $46.4 million, or $1.27 per diluted share, compared with $1.00 in Q2 2025.
Guidance reflects a reduction of approximately $10.5 million in second half 2026 revenue from the 3P Revenue Recovery divestiture.
Full year 2026 revenue guidance is $788.4 million to $793.4 million, or 5% to 6% growth over 2025.
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