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).
Avista reported second-quarter 2026 GAAP net income of $35 million, or $0.43 per diluted share, up from $14 million, or $0.17, a year earlier, mainly due to investment gains at its other businesses. Non-GAAP utility earnings were $23 million, or $0.29 per share, compared with $24 million, or $0.29, in the second quarter of 2025, and the company confirmed its 2026 non-GAAP utility earnings guidance of $2.52 to $2.72 per diluted share.
Q2 2026 GAAP EPS was $0.43 versus $0.17 in Q2 2025; year-to-date GAAP EPS was $1.54 versus $1.15.
Q2 2026 non-GAAP utility EPS was $0.29, flat with the prior year; year-to-date it was $1.38 versus $1.30.
Avista expects to recognize a $17 million fair value increase in Q3 2026 and estimates a $13 million loss based on July 31 values for a fund investment.
The company said it is evaluating up to $100 million of additional short-term liquidity by the end of Q4 2026.
Oxford Square Capital reported results for the quarter ended June 30, 2026, and declared distributions of $0.035 per share for each of October, November and December 2026. Net investment income rose to about $5.1 million from about $4.1 million in the prior quarter, but net asset value per share fell to $1.29 from $1.32, and the company recorded about $36.0 million in net realized losses for the six months. Shareholders are weighing a sequential improvement in income against a lower net asset value and larger losses so far this year.
Net investment income was about $5.1 million, or $0.05 per share, for the quarter, compared with about $4.1 million, or $0.05 per share, for the first quarter of 2026.
Net asset value per share was $1.29 at June 30, 2026, down from $1.32 at March 31, 2026.
Net increase in net assets from operations was about $4.0 million for the quarter, but the six-month result was a decrease of about $21.5 million.
Declared monthly distributions of $0.035 per share, with payment dates of October 30, November 30 and December 31, 2026.
Ruger filed a transcript of its July 29, 2026 second-quarter earnings call, which reported net sales of $158 million, up 19% from Q2 2025. Diluted earnings were $0.43 per share, compared with a diluted loss of $1.05 a year earlier, and adjusted diluted earnings rose to $0.52 from $0.41. The filing shows higher sales and profit year over year, and the company also reported $118 million in cash and short-term investments with no debt as of June 27, 2026.
Q2 2026 net sales were $158 million, up 19% from Q2 2025; adjusted EBITDA margin was 10.5%
Diluted EPS was $0.43 versus a diluted loss of $1.05 a year earlier; adjusted diluted EPS was $0.52 versus $0.41
Board declared a quarterly dividend of $0.21 per share
Cash and short-term investments were $118 million as of June 27, 2026, with no debt; 2026 capital expenditures are expected to total approximately $30 million
FTI Consulting reported record second-quarter 2026 revenue of $993.5 million, up 5.3% from $943.7 million a year earlier, but net income fell to $57.8 million from $71.7 million and diluted EPS fell to $1.99 from $2.13. The company lowered its full-year 2026 EPS guidance to $8.70-$9.30 from $8.90-$9.60 while reaffirming its revenue guidance, so shareholders face lower expected per-share earnings even as sales grow.
Q2 2026 revenue $993.5 million, up 5.3%; net income $57.8 million vs. $71.7 million in Q2 2025
Diluted EPS $1.99 vs. $2.13; Adjusted EPS $2.16 vs. $2.13, excluding $6.6 million of Extraordinary Litigation-Related Expenses
Full-year 2026 EPS guidance cut to $8.70-$9.30 from $8.90-$9.60; Adjusted EPS guidance $9.10-$9.70; revenue guidance reaffirmed at $3.940-$4.100 billion
Repurchased 2,591,133 shares for $390.9 million in Q2; about $344.0 million remained under the buyback program at June 30, 2026
Mesabi Trust received total royalty payments of $1,807,779 on July 30, 2026, based on iron ore shipments by Northshore Mining during the quarter ended June 30, 2026. The trust was credited with no bonus royalty, and Cliffs credited it with fewer tons shipped than in the same quarter of 2025, so royalty income for this quarter is lower on volume. The filing states that royalties vary from quarter to quarter and past results are not necessarily indicative of future payments.
Total royalty payments of $1,807,779 received July 30, 2026, including a base royalty of $1,585,696 and a $0 bonus royalty
Iron ore tons credited in Q2 2026 were 902,331, versus 924,442 tons in Q2 2025
Cliffs said deemed-shipment prices were below the 2026 adjusted bonus royalty threshold of $71.70 per ton; royalty calculations are based on estimated prices subject to change
Universal Logistics reported second-quarter 2026 results for the thirteen weeks ended July 4, 2026. Revenue fell to $379.3 million from $393.8 million, while GAAP earnings rose to $0.99 per share from $0.32, helped by a $45.3 million gain on a property sale; excluding that gain and certain charges, adjusted EPS was $0.16 versus $0.32 a year earlier. The board also declared a $0.105 per share quarterly dividend.
Operating revenues were $379.3 million, compared with $393.8 million in the second quarter of 2025.
GAAP income from operations was $45.1 million, including a $45.3 million gain on the sale of Kearny, New Jersey property and $12.3 million of legal charges.
Adjusted EPS was $0.16 versus $0.32; adjusted EBITDA was $49.2 million versus $56.2 million.
Intermodal segment revenue fell 36.0% to $44.1 million and posted an operating loss of $(10.4) million.
DTE Energy furnished unaudited second-quarter 2026 financial statements for its indirect subsidiary DTE Gas Company, which the filing says were posted to DTE Energy's website on July 31, 2026. For the quarter ended June 30, 2026, DTE Gas reported operating revenues of $311 million, down from $313 million, and a net loss of $4 million, compared with net income of $6 million a year earlier. The filing also notes a pending gas rate case requesting a $163 million net base rate increase, with a final MPSC order expected in September 2026.
Q2 2026 operating revenues were $311 million, versus $313 million in Q2 2025.
Q2 2026 net loss was $4 million, compared with net income of $6 million in Q2 2025.
Six-month 2026 net income was $205 million, versus $211 million in the same period of 2025, while six-month revenues rose to $1.234 billion from $1.181 billion.
The MPSC rate case filed November 13, 2025 requests a $163 million net base rate increase, with a final order expected in September 2026.
SB Financial Group reported second-quarter 2026 net income of $4.5 million, or $0.72 per diluted share, up from $3.9 million, or $0.60 per share, a year earlier. Operating revenue rose 4.5% to $17.9 million, while noninterest expense rose 2.4% to $12.1 million. The 8-K furnishes the July 23, 2026 earnings release and contains no guidance.
Net income of $4.5 million, up 16.7% from the prior-year quarter
Diluted EPS of $0.72, up 20.0% from $0.60
Total loans of $1.19 billion, up $94.8 million or 8.7% year over year
Tangible book value per common share of $19.04, up from $16.44
Gaming and Leisure Properties reported second-quarter 2026 total revenue of $430.5 million, up from $394.9 million a year earlier, and net income of $234.9 million, or $0.80 per diluted share, versus $156.2 million and $0.54. The company raised the midpoint of its 2026 AFFO per share guidance to $4.10 to $4.12 and raised its quarterly dividend to $0.82 from $0.78, which matters to shareholders because it reflects higher reported earnings and cash flow measures.
Q2 2026 total revenue $430.5 million vs. $394.9 million in Q2 2025
Q2 2026 net income $234.9 million; diluted EPS $0.80 vs. $0.54
2026 AFFO per diluted share guidance now $4.10 to $4.12, vs. prior $4.08 to $4.12
Quarterly dividend raised to $0.82 per share from $0.78
Greif reported fiscal third-quarter 2026 results for the period ended June 30, 2026, with net income up 156.7% year over year and adjusted EBITDA up 24.7% to $183.4 million. The company also raised its quarterly dividend by 10.7%, cut net debt by $1,689.9 million to $741.9 million, and said it will begin executing share repurchases under a new plan.
Net income of $78.8 million, or $1.37 per diluted Class A share, versus $30.7 million, or $0.53, a year earlier
Adjusted EBITDA of $183.4 million, up 24.7% from $147.1 million; net sales of $1,165.6 million, up from $1,125.9 million
Fiscal 2026 Adjusted EBITDA outlook of $615 million to $635 million and Adjusted free cash flow outlook of $305 million to $325 million
RBC Bearings reported fiscal first quarter 2027 results for the quarter ended June 27, 2026, with net sales of $519.5 million, up 19.2% from a year earlier, and GAAP net income of $101.5 million, up from $68.5 million. The company also guided second quarter fiscal 2027 net sales to $505.0 million to $515.0 million, which would be growth of 10.9% to 13.1%.
Net sales were $519.5 million, up 19.2%; Aerospace & Defense rose 36.9% and Industrial rose 8.4%.
GAAP diluted EPS was $3.20 versus $2.17 a year earlier; adjusted diluted EPS was $3.88 versus $2.84.
GAAP gross margin was 47.7% versus 44.8%, and operating income was $140.8 million versus $101.1 million.
Second quarter fiscal 2027 outlook: net sales of $505.0 million to $515.0 million; gross margin of 45.5% to 45.75%.
Portland General Electric reported second quarter 2026 GAAP net income of $68 million, or $0.59 per diluted share, up from $62 million, or $0.56, a year earlier, on total revenues of $814 million versus $807 million. The company reaffirmed its 2026 adjusted earnings guidance of $3.33 to $3.53 per diluted share, though its non-GAAP EPS of $0.64 was below the $0.66 reported for the second quarter of 2025.
GAAP net income of $68 million, or $0.59 per diluted share, versus $62 million, or $0.56, in Q2 2025
Non-GAAP net income of $74 million, or $0.64 per diluted share, versus $73 million, or $0.66, in Q2 2025
Industrial customer demand grew 11% year over year; the New Large Load Tariff took effect July 8, 2026
2026 adjusted EPS guidance of $3.33 to $3.53 reaffirmed; the 2027 general rate case is expected to be filed next week
Moog reported fiscal third-quarter 2026 results for the quarter ended June 27, 2026, with net sales up 15% to $1.1 billion and GAAP diluted earnings per share of $4.74, compared with $1.83 a year earlier. The company raised its fiscal 2026 guidance for net sales, adjusted operating margin, adjusted diluted earnings per share and free cash flow conversion, and its Board declared a $0.30 quarterly dividend. Results were helped by $30 million of claims related to previously incurred IEEPA tariffs and by income tax benefits, and the filing notes that the quarter's figures reflect the correction of immaterial prior-period misstatements.
Net sales were $1.1 billion, up 15% from $970 million in the third quarter of 2025; GAAP diluted EPS was $4.74 versus $1.83.
Adjusted diluted EPS was $3.72 versus $2.33, and operating margin was 15.8% versus 11.5%.
Fiscal 2026 guidance raised: net sales to $4.4 billion from $4.3 billion; adjusted diluted EPS to $11.65 from $10.60.
Quarterly dividend of $0.30 per share is payable August 25, 2026, to holders of record as of August 14, 2026.
Arbor Realty Trust reported a GAAP net loss attributable to common stockholders of $37.3 million, or $0.20 per diluted share, for the quarter ended June 30, 2026, compared with net income of $24.0 million, or $0.12 per diluted share, a year earlier. Distributable earnings fell to $21.7 million, or $0.10 per diluted share, from $52.1 million, or $0.25, and the board declared a quarterly dividend of $0.17 per share, down from $0.30 a year earlier.
GAAP net loss of $37.3 million, or $0.20 per diluted share, versus net income of $24.0 million, or $0.12, in Q2 2025
Distributable earnings of $21.7 million, or $0.10 per diluted share, versus $52.1 million, or $0.25, in Q2 2025; $9.6 million of net realized losses from legacy asset resolutions are cited as a factor
Net provision for loan losses of $38.2 million under CECL and $13.6 million of impairments on two real estate owned properties in the quarter
Quarterly dividend of $0.17 per share, payable August 28, 2026 to holders of record on August 14, 2026
Franklin Resources reported third-quarter results for the period ended June 30, 2026, with operating revenues up 3% from the prior quarter and 14% from a year earlier. Net income fell 36% from the prior quarter to $171.5 million, though it rose 86% from the year-earlier quarter. The company also said it will change its corporate name to Franklin Templeton, Inc. effective August 17, 2026, with the stock continuing to trade under BEN.
Operating revenues were $2,358.4 million, up 3% from $2,294.9 million in the prior quarter and up 14% from $2,064.0 million a year earlier.
Net income attributable to the company was $171.5 million, or $0.31 per diluted share, compared with $268.2 million, or $0.49 per share, in the prior quarter.
Adjusted operating income of $508.9 million excludes a $100.0 million charge related to significant regulatory settlements.
The corporate name changes to Franklin Templeton, Inc. effective August 17, 2026; the NYSE ticker remains BEN.
IRADIMED reported second-quarter 2026 revenue of $20.5 million, up 0.5% from a year earlier, while net income fell 10% to $5.2 million and diluted EPS fell to $0.41 from $0.45. The company reaffirmed its full-year 2026 revenue and EPS guidance and declared a $0.20 per share quarterly dividend. Management said the first production ramp of the new 3870 IV pump met its plan, and the quarterly gross profit margin fell to 74% from 78%.
Q2 2026 revenue was $20.5 million, up $0.1 million from $20.4 million in Q2 2025.
Q2 2026 GAAP diluted EPS was $0.41 versus $0.45 a year earlier; non-GAAP diluted EPS was $0.46 versus $0.49.
Full-year 2026 guidance reaffirmed: revenue of $91.0 million to $96.0 million and GAAP diluted EPS of $1.90 to $2.05.
Q3 2026 guidance: revenue of $23.0 million to $24.5 million and GAAP diluted EPS of $0.49 to $0.54.
WisdomTree reported second-quarter 2026 operating revenues of $177.2 million, up 11.1% from the first quarter and 57.3% from the second quarter of 2025, with net income of $44.3 million and diluted EPS of $0.28. Results swung from a first-quarter net loss of $23.1 million, and the period included the May 2026 acquisition of Atlantic House. The board also declared a $0.03 quarterly dividend.
Operating revenues were $177.2 million, up from $159.5 million in Q1 2026 and $112.6 million in Q2 2025.
Net income was $44.3 million, or $0.28 diluted EPS, compared with a net loss of $23.1 million, or $(0.17) per share, in Q1 2026. Adjusted diluted EPS was $0.31.
Ending AUM was $162.9 billion, with $3.1 billion of net inflows in the quarter.
The $0.03 dividend is payable August 26, 2026 to holders of record on August 12, 2026.
Colgate-Palmolive reported second-quarter 2026 net sales of $5,361 million, up 4.9% from $5,110 million, and GAAP diluted EPS of $0.86, down 5% from $0.91. Excluding a $129 million charge tied to its Strategic Growth and Productivity Program, Base Business EPS rose 8% to $0.99, and the company updated its full-year 2026 gross margin and Base Business EPS guidance upward while keeping its sales and GAAP EPS guidance.
Net sales rose 4.9% to $5,361 million; organic sales rose 2.4%, and Total Company operating profit fell 6% to $1,016 million.
GAAP gross profit margin rose 140 basis points to 61.5%; Base Business EPS rose 8% to $0.99 from $0.92.
Full-year 2026 guidance: GAAP and Base Business gross profit margin now expected roughly flat (previously down); Base Business EPS growth now expected mid-single-digit (previously low- to mid-single-digit).
Net sales guidance of up 2% to 6% and GAAP EPS guidance were maintained.
AbbVie reported second-quarter 2026 net revenues of $16.99 billion, up 10.2% on a reported basis, and adjusted diluted EPS of $3.65, up from $2.97 a year earlier. It lowered its 2026 adjusted EPS guidance to $13.87-$14.07 from $13.91-$14.11, a $0.04 midpoint cut, mainly because of a $0.14 per share dilutive impact from the proposed Apogee Therapeutics acquisition.
Q2 net revenues were $16.990 billion, up 10.2% reported and 9.5% operational; Skyrizi revenues were $5.505 billion, up 24.4%.
Q2 GAAP diluted EPS was $2.03 versus $0.52 a year earlier; adjusted diluted EPS was $3.65 versus $2.97.
2026 adjusted diluted EPS guidance is now $13.87-$14.07 versus $13.91-$14.11, including a $0.14 dilutive impact from Apogee, partly offset by $0.10 of overperformance.
AbbVie agreed to acquire Apogee Therapeutics, valued at a total equity value of about $10.9 billion, with closing expected in the third quarter of 2026.
IES Holdings reported fiscal third-quarter revenue of $1,242.7 million, up 40% from a year earlier, and net income attributable to the company of $153.0 million, up 98%. The board also approved a two-for-one forward stock split, with shares distributed after the close of trading on August 21, 2026 to holders of record on August 14, 2026.
Revenue of $1,242.7 million vs. $890.2 million a year earlier; diluted EPS of $7.57 vs. $3.81
Net income attributable to IES of $153.0 million vs. $77.2 million, including a $26.2 million gain on marketable securities
Residential segment revenue fell 6% to $324.1 million and operating income fell to $16.3 million from $33.4 million
Two-for-one stock split: record date August 14, 2026; one additional share per share held, distributed after the close on August 21, 2026
Perella Weinberg reported second-quarter 2026 revenue of $156.5 million, up 1% from a year earlier, and GAAP diluted EPS of $0.06 versus $0.04. First-half revenue fell 17% to $305.4 million, and the company recorded $13.7 million of business realignment costs tied to headcount reductions, so the quarter's gains are offset by a weaker six-month picture for shareholders.
Q2 2026 GAAP diluted EPS was $0.06 versus $0.04 a year earlier; adjusted EPS was $0.20 versus $0.09.
First-half 2026 revenue was $305.4 million, down from $367.1 million, driven by fewer large fee event closings.
Business realignment costs were $13.7 million in Q2; the company estimates about $22 million in total through the end of 2026.
Cash was $115.8 million with no debt; the board declared a $0.07 per share quarterly dividend payable September 10, 2026.
CubeSmart reported second-quarter 2026 results, with diluted EPS rising to $0.39 from $0.36 a year earlier while FFO, as adjusted, per diluted share fell 3.1% to $0.63. The company said the midpoints of its same-store revenue, same-store NOI and FFO guidance ranges increased, and it set 2026 EPS guidance of $1.58 to $1.64 and FFO, as adjusted, per share guidance of $2.54 to $2.60. The company also agreed to form a Heitman joint venture for 15 stores valued at $197.0 million, expected to close in the fourth quarter of 2026.
Q2 2026 total revenues rose to $286.5 million from $282.3 million, and same-store NOI fell 0.7% year over year
Diluted EPS was $0.39 versus $0.36; FFO, as adjusted, totaled $143.1 million versus $148.9 million
2026 guidance: diluted EPS of $1.58 to $1.64 and FFO, as adjusted, per diluted share of $2.54 to $2.60
Repurchased 1.1 million shares for $42.5 million; revolving credit facility increased from $850 million to $1 billion and extended to June 2030
Perimeter Solutions reported second-quarter 2026 net sales of $213.8 million, up 31% from a year earlier, but posted a net loss of $181.6 million, or $1.11 per diluted share, versus a $32.2 million loss a year earlier. The filing attributes the larger loss mainly to $266.3 million in founders advisory fees, and adjusted earnings per diluted share fell to $0.35 from $0.39.
Net sales rose 31% to $213.8 million; Specialty Products sales doubled to $84.7 million and Fire Safety sales rose 7% to $129.1 million.
GAAP net loss was $181.6 million, or $1.11 per diluted share, compared with a net loss of $32.2 million, or $0.22 per diluted share, a year earlier; founders advisory fees were $266.3 million.
Adjusted EBITDA rose 16% to $105.6 million; adjusted earnings per diluted share were $0.35 versus $0.39 a year earlier.
On July 30, 2026, the company acquired Monaco Enterprises for $120.0 million in cash, net of cash acquired, which it expects to contribute more than $11 million of annualized Adjusted EBITDA.
Federal Realty Investment Trust reported second quarter 2026 results with total revenue of $335.7 million, up from $311.5 million a year earlier, and diluted earnings per share of $0.97, down from $1.78, mainly because of a lower gain on property sales and the absence of a one-time tax credit in 2025. Core FFO per diluted share rose 6.8% to $1.88, and the company raised its full-year 2026 guidance for earnings and FFO per diluted share, while also raising its quarterly dividend 3% to $1.16 per share.
Q2 2026 diluted EPS was $0.97 versus $1.78 in Q2 2025; gain on sale of real estate was $20.6 million versus $76.5 million
Core FFO per diluted share was $1.88, up from $1.76, a 6.8% increase; Nareit FFO per diluted share was $1.88 versus $1.91
2026 guidance raised: diluted EPS to $4.22 to $4.30 from $3.94 to $4.03; Core FFO per diluted share to $7.48 to $7.56 from $7.46 to $7.55
Quarterly dividend increased to $1.16 per share, payable October 15, 2026, the 59th consecutive annual increase
Balchem reported second quarter 2026 results for the period ended June 30, with net sales of $284.0 million and GAAP net earnings of $44.6 million, both up from the prior year quarter. The filing also discloses a July 24, 2026 amendment that raised its senior secured revolving credit facility from $550 million to $650 million and extended its maturity to July 24, 2031.
Net sales were $284.0 million, up 11.2% from $255.5 million in the second quarter of 2025.
GAAP net earnings were $44.6 million, up 16.6%, and GAAP diluted EPS was $1.39 versus $1.17.
Adjusted EBITDA was $77.9 million, up 12.6%, and sales and earnings from operations rose in all three segments.
On July 24, 2026, the revolving credit facility was increased to $650 million and now matures July 24, 2031.
Dominion Energy reported preliminary second-quarter 2026 results, with operating earnings (non-GAAP) of $712 million ($0.79 per share) up from $649 million ($0.75) a year earlier. GAAP net income fell to $340 million ($0.37 per share) from $760 million ($0.88), with the gap driven largely by non-operating items such as $626 million of nonregulated asset impairments and other charges in the quarter. The company reaffirmed its full-year 2026 operating earnings guidance of $3.45 to $3.69 per share.
Operating revenue was $4,480 million for the quarter, up from $3,810 million in the second quarter of 2025.
GAAP net income was $340 million ($0.37 per share), compared with $760 million ($0.88 per share) a year earlier.
Operating earnings were $712 million ($0.79 per share), compared with $649 million ($0.75 per share).
Full-year 2026 operating earnings guidance of $3.45 to $3.69 per share (midpoint $3.57) was reaffirmed, and the company is holding its earnings call at 11 a.m. ET on July 31, 2026.
Cboe reported second-quarter 2026 net revenue of $731.6 million, up 25% from a year earlier, and diluted EPS of $3.35, up 50%. It raised its 2026 organic total net revenue growth target to 'mid to high teens', which signals higher expected growth for shareholders, while cutting 2026 adjusted operating expense guidance by $11 million tied to the expected third-quarter sale of Cboe Australia.
Net revenue of $731.6 million, up 25%; Options net revenue of $473.9 million, up 30%
Diluted EPS of $3.35, up 50%; adjusted diluted EPS of $3.56, up 45%
2026 organic total net revenue growth target raised to 'mid to high teens' from 'low double-digit to mid teens'
2026 adjusted operating expense guidance of $838 to $853 million reaffirmed, reduced by $11 million for the expected Cboe Australia sale
Linde plc reported second-quarter 2026 sales of $9.3 billion, up 9% from a year earlier, and GAAP diluted EPS of $4.15, up 11%. The company also guided to full-year 2026 adjusted EPS of $17.70 to $17.90, representing 8% to 9% growth, which signals continued earnings growth for shareholders although operating margin fell 60 basis points.
Q2 2026 sales were $9,289 million, up 9%, with underlying sales up 4% from 2% price and 2% volume
Adjusted EPS was $4.50, up 10%; GAAP diluted EPS was $4.15, up 11%
Full-year 2026 adjusted EPS guidance is $17.70 to $17.90; third-quarter guidance is $4.45 to $4.55
Operating margin was 27.5% and adjusted operating margin 29.5%, with operating margin 60 basis points lower than the prior year
TXNM Energy reported second-quarter 2026 GAAP earnings of $0.64 per diluted share, up from $0.22 a year earlier, and ongoing earnings of $0.58 per diluted share, up from $0.25. Electric operating revenues rose to $548.6 million from $502.4 million, but the company will not issue earnings guidance while its proposed $61.25-per-share acquisition by Blackstone Infrastructure is pending, and the agreement's termination date was extended to May 31, 2027.
Q2 2026 GAAP net earnings attributable to TXNM were $71.3 million, versus $21.6 million in Q2 2025.
Q2 2026 ongoing diluted EPS was $0.58, versus $0.25; PNM rose to $0.30 from $0.12 and TNMP to $0.39 from $0.27.
Blackstone Infrastructure agreement termination date extended to May 31, 2027; closing anticipated in the first half of 2027, subject to NMPRC and other approvals.
TXNM does not plan to issue earnings guidance during the pendency of the proposed transaction.
Newell Brands reported second quarter 2026 net sales of $2.0 billion, up 3.0% from a year earlier, and its first year-over-year sales growth in over four years, with diluted EPS of $0.25 versus $0.11. The company raised its full-year 2026 outlook for net sales, normalized operating margin, normalized EPS and operating cash flow, though results included about $126 million pretax in IEEPA tariff recoveries.
Q2 net sales were $1,994 million, up 3.0%; core sales rose 2.3%.
Diluted EPS was $0.25 versus $0.11; normalized diluted EPS was $0.42 versus $0.24.
Full-year 2026 normalized EPS outlook raised to $0.73 to $0.77 from $0.56 to $0.60.
Q2 included about $100 million pretax from 2025 IEEPA tariff recoveries, plus about $26 million from Q1 2026 tariff recoveries.
Werewolf Therapeutics reported second quarter 2026 net income of $3.7 million, compared with a net loss of $18.0 million a year earlier, driven by $21.0 million of collaboration revenue tied to the sale of its JZP898 program to Jazz Pharmaceuticals Ireland Limited. Cash and cash equivalents fell to $22.0 million at June 30, 2026, and the company expects to fund operations into the second quarter of 2027, so shareholders should weigh the one-time revenue against the lower cash balance and the ongoing strategic alternatives process.
Net income was $3.7 million for Q2 2026, versus a net loss of $18.0 million in Q2 2025.
Collaboration revenue was $21.0 million in Q2 2026, from the JZP898 asset sale to Jazz; no collaboration revenue was recognized in Q2 2025.
Cash and cash equivalents were $22.0 million at June 30, 2026, down from $46.5 million at March 31, 2026; the company expects to fund operations into Q2 2027.
The company is running a strategic alternatives process with Piper Sandler & Co. and expects updates in the second half of 2026.
Church & Dwight reported second-quarter 2026 net sales of $1,530.0 million, up 1.6% from a year earlier, and diluted EPS of $0.85 versus $0.78. Adjusted EPS was $0.89, above the company's $0.88 outlook but down from $0.94 last year, and the company raised its full-year 2026 sales, adjusted EPS and cash from operations outlook. For shareholders, sales and reported earnings grew while adjusted earnings declined, and the company now expects higher full-year results.
Net sales $1,530.0 million, up 1.6%; organic sales up 5.8%; adjusted EPS $0.89 vs. $0.94 a year earlier
Diluted EPS $0.85 vs. $0.78; adjusted income from operations $287.2 million, down $28.7 million
Full-year 2026 outlook: net sales flat to up 1% (prior down 1.5% to 0.5%); adjusted EPS up 6% to 8% (prior 5% to 8%)
Cash from operations now expected at about $1.175 billion (prior $1.150 billion); MISS MOUTH'S brand acquired in June 2026
T. Rowe Price reported second-quarter 2026 results on July 31, 2026. Net revenues rose 10.7% from a year earlier to $1.9 billion, and diluted EPS was $2.88, up from $2.24, while adjusted diluted EPS was $2.57. The firm also recorded net client outflows of $6.5 billion in the quarter, and its effective fee rate excluding performance fees fell to 38.1 basis points.
Net revenues of $1,907.4 million, up 10.7% from Q2 2025 and 2.7% from Q1 2026
Diluted EPS of $2.88 (U.S. GAAP) versus $2.24 a year earlier; adjusted diluted EPS of $2.57
Ending assets under management of $1.9 trillion at June 30, 2026, with net client outflows of $6.5 billion in the quarter
Operating expenses rose 9.8% to $1,366.9 million, including a $6.7 million restructuring charge
Moderna reported second-quarter 2026 revenue of $145 million, up from $142 million a year earlier, and a GAAP net loss of $(0.8) billion, or $(1.97) per share, versus $(2.13) per share in the prior-year quarter. The company improved its 2026 operating expense outlook, lowering R&D to approximately $2.9 billion and projecting year-end cash and investments of $4.7 to $5.2 billion, but its norovirus candidate mRNA-1403 did not meet early-success criteria at a Phase 3 interim analysis.
Q2 2026 revenue $145 million vs $142 million; net loss $(782) million vs $(825) million
Loss per share $(1.97) vs $(2.13) in Q2 2025
2026 R&D now approximately $2.9 billion (from $3.0 billion); cost of sales approximately $1.7 billion (from $1.8 billion), including a $0.9 billion litigation settlement charge
mRNA-1403 norovirus Phase 3 missed interim early-success criteria; mFLUSIVA U.S. PDUFA date is August 5, 2026
AutoNation reported second-quarter 2026 results, with revenue of $6.9 billion, down 1% from a year earlier. GAAP diluted EPS was $5.39, up from $2.26, and adjusted EPS was $5.56, up 2% from $5.46. For shareholders, profit rose while sales and gross profit fell.
Revenue was $6.9 billion, down 1% year over year, and gross profit was $1.2 billion, down 3%.
GAAP diluted EPS was $5.39 versus $2.26 a year ago; adjusted EPS was $5.56 versus $5.46.
Same-store new vehicle retail unit sales fell 5% and used vehicle retail unit sales fell 8%.
The company repurchased $457 million of shares in the first half of 2026.
Eaton reported record second-quarter 2026 sales of $8.5 billion, up 21% from a year earlier, and adjusted earnings per share of $3.15, a second-quarter record. GAAP earnings per share fell to $2.11 from $2.51, mainly due to acquisition-related and amortization charges, and the company raised its full-year adjusted EPS guidance to $13.40 to $13.60. The company also agreed to separate its Mobility business through a Reverse Morris Trust transaction with Dana, expected to close in the first quarter of 2027.
Q2 2026 sales were $8.5 billion, up 21%, including 14% organic growth and 7% from acquisitions.
GAAP diluted EPS was $2.11 versus $2.51 a year earlier; adjusted EPS was $3.15 versus $2.95.
Full-year 2026 adjusted EPS guidance was raised to $13.40 to $13.60; GAAP EPS guidance is $10.36 to $10.56.
Mobility business to be combined with Dana in a deal expected to close in the first quarter of 2027; Eaton shareholders expected to own at least 50.1% of the combined company.
Lear reported second-quarter 2026 sales of $6.2 billion, up 3%, and net income attributable to Lear of $193 million, up from $165 million a year earlier. The company also raised the midpoints of its full-year 2026 outlook and narrowed most ranges, which points to higher expected earnings and cash flow for shareholders.
Q2 2026 diluted EPS was $3.79 versus $3.06; adjusted EPS was $4.28 versus $3.47 in Q2 2025.
Core operating earnings were $313 million, up 7% from $292 million, and free cash flow was $288 million versus $171 million.
Full-year 2026 outlook: net sales of $23.54 billion to $24.01 billion and core operating earnings of $1.08 billion to $1.20 billion.
Lear repurchased $100 million of shares in the quarter and had about $600 million of authorization remaining at quarter-end.
LyondellBasell reported second-quarter 2026 net income of $559 million, or $1.71 per diluted share, up from $125 million, or $0.38, in the first quarter, as higher margins amid Middle East supply disruptions lifted results. The quarter included $842 million of identified items, net of tax, mainly a $734 million pre-tax loss on the May 2026 divestiture of select European olefins and polyolefins assets. The company expects supply conditions to remain volatile and its recovery period to likely extend into 2027, with lower third-quarter operating rates at some assets.
Net income of $559 million ($1.71 per diluted share) versus $125 million ($0.38) in Q1 2026 and $115 million ($0.34) in Q2 2025.
Excluding identified items, net income was $1.4 billion, or $4.30 per diluted share, after a $734 million pre-tax loss on sale of European assets.
Sales and other operating revenues were $9,177 million, up from $7,197 million in Q1 2026 and $7,658 million in Q2 2025.
Third-quarter 2026 operating rates expected at 85% for North American O&P assets, 70% for European O&P assets and 85% for Intermediates & Derivatives assets.
ExxonMobil reported second-quarter 2026 U.S. GAAP earnings of $14.5 billion, or $3.48 per share, up from $4.2 billion, or $1.00 per share, in the first quarter. Adjusted earnings were $14.7 billion, or $3.52 per share, and free cash flow was $17.2 billion. The company also declared a third-quarter dividend of $1.03 per share and returned $9.4 billion to shareholders in the quarter, including $5.1 billion in share repurchases.
Q2 2026 U.S. GAAP earnings were $14.5 billion, or $3.48 per share, versus $4.2 billion, or $1.00 per share, in Q1 2026
Year-to-date earnings were $18.7 billion, compared with $14.8 billion a year earlier
Shareholder distributions totaled $9.4 billion in the quarter, including $4.3 billion in dividends and $5.1 billion in share repurchases
Third-quarter dividend of $1.03 per share is payable September 10, 2026, to holders of record on August 17, 2026
Carter's reported second-quarter fiscal 2026 net sales up 5.2% to $615.5 million, and GAAP operating income of $139.8 million and diluted EPS of $2.87 were boosted by a $132 million recovery of previously paid import duties and interest. The company's full-year outlook projects adjusted diluted EPS to fall by a high single-digit to low double-digit percentage from $3.47, so the quarter's gains do not carry through to the full year.
Net sales were $615.5 million, up 5.2% from $585.3 million; U.S. Retail comparable sales rose 5.1%.
GAAP diluted EPS was $2.87 versus $0.01, including a $127.7 million tariff refund recovery; adjusted diluted EPS was $0.26 versus $0.17.
Fiscal 2026 outlook projects net sales growth of 2% to 3% and adjusted diluted EPS down high single-digit to low double-digit percent from $3.47.
Third-quarter outlook projects adjusted diluted EPS of about $0.85, compared with $0.74 in the third quarter of fiscal 2025.
Chevron reported unaudited second quarter 2026 earnings of $12.1 billion, or $6.11 per diluted share, compared with $2.49 billion, or $1.45 per share, a year earlier. Adjusted earnings were $12.0 billion ($6.06 per share), and the company declared a $1.78 quarterly dividend, showing higher profit and continued shareholder payouts.
Second quarter 2026 earnings were $12.1 billion ($6.11 per diluted share), versus $2.49 billion ($1.45 per share) in second quarter 2025.
Adjusted earnings were $12.0 billion ($6.06 per diluted share), after an asset sale gain of $230 million and pension settlement costs of $86 million.
Total debt was reduced by $8.4 billion in the quarter, and net debt fell to $28.5 billion at June 30, 2026 from $34.5 billion at December 31, 2025.
Quarterly dividend of $1.78 per share is payable September 10, 2026, to holders of record at the close of business on August 19, 2026.
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.
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