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).
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
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.
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
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
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.
Western Union reported second-quarter 2026 revenue of $1.0 billion, down 1% from a year earlier, and GAAP earnings per share of $0.24, down from $0.37. Management said Americas retail did not improve as expected and the delayed Intermex acquisition pushed out expected synergies, and it updated full-year 2026 guidance, which assumes the Intermex deal closes September 1, 2026. Shareholders face lower profit and margins, and the company says it must accelerate cost reductions in the second half of the year.
Revenue was $1,013.2 million, down 1% from $1,026.1 million; Consumer Money Transfer revenue fell 2% while Consumer Services rose 4%.
GAAP EPS was $0.24 versus $0.37; adjusted EPS was $0.31 versus $0.42; GAAP operating margin was 13% versus 19%.
Management cited a slowdown in Americas retail and the delayed Intermex close, and said cost reductions must accelerate in the second half.
Updated 2026 outlook: GAAP revenue growth of 3% to 5%, adjusted revenue growth of 4% to 6%, and adjusted EPS of $1.25 to $1.35.
GSI Technology reported first-quarter fiscal 2027 results for the quarter ended June 30, 2026, with net revenues of $6.3 million, flat from a year earlier, and a net loss of $4.8 million, or $(0.13) per diluted share, compared with a $2.2 million loss, or $(0.08) per share, a year earlier. Higher research and development spending tied to the Plato chip drove the larger loss, and the company guided second-quarter fiscal 2027 net revenues to $5.7 million to $6.5 million.
Q1 fiscal 2027 net revenues were $6.3 million, compared with $6.3 million a year earlier and $6.3 million in the prior quarter.
Gross margin was 53.4%, down from 58.1% a year earlier, mainly due to product mix.
Research and development expenses rose to $5.9 million from $3.1 million a year earlier, mostly for external design services on the Plato processor.
Cash and cash equivalents were $77.0 million at June 30, 2026, up from $67.2 million at March 31, 2026, helped by $9.3 million of ATM stock sale proceeds.
Wave Life Sciences reported second-quarter 2026 results with revenue of $2.3 million, down from $8.7 million a year earlier, and a net loss of $69.4 million, up from $50.5 million. The company said cash, cash equivalents, and marketable securities were $490.6 million at June 30, 2026, with cash runway expected into the third quarter of 2028.
Net loss per share was $0.34 in Q2 2026 versus $0.31 in Q2 2025.
Research and development expenses rose to $51.3 million from $43.5 million; general and administrative expenses rose to $24.8 million from $18.0 million.
Cash, cash equivalents, and marketable securities were $490.6 million at June 30, 2026, versus $602.1 million at December 31, 2025.
An FDA meeting on a potential accelerated approval pathway for WVE-006 is scheduled for the end of summer 2026.
Crescent Biopharma reported a net loss of $24.8 million for the quarter ended June 30, 2026, up from $21.8 million a year earlier, with no revenue in either period. Research and development expenses rose to $19.4 million from $12.1 million, while general and administrative expenses were $8.7 million versus $8.9 million. The company said a July 2026 public offering extends its expected cash runway into the second half of 2028.
Net loss was $24.8 million, or $0.74 per basic and diluted share, for Q2 2026, compared with $21.8 million, or $4.93 per share, for Q2 2025.
R&D expenses were $19.4 million versus $12.1 million a year earlier, driven by chemistry, manufacturing and controls costs and clinical activity.
Cash and cash equivalents were $171.6 million at June 30, 2026; pro forma cash was $305.1 million after $133.5 million in net offering proceeds.
Clinical readouts for CR-001 are anticipated beginning in the first quarter of 2027.
International Paper reported preliminary, unaudited second-quarter 2026 results, with net sales of $6.00 billion, down from $6.14 billion a year earlier, and a loss from continuing operations of $12 million, compared with earnings of $75 million in the second quarter of 2025. Adjusted EBITDA from continuing operations fell to $587 million from $670 million, and the company set third-quarter adjusted EBITDA guidance of $780 million to $830 million and full-year guidance of $3.20 billion to $3.40 billion, which shareholders will weigh against the weaker profit trend.
Net sales of $6.00 billion, down from $6.14 billion in Q2 2025 and up from $5.97 billion in Q1 2026
Loss from continuing operations of $12 million, or $(0.02) per diluted share, versus earnings of $75 million, or $0.14 per share, a year earlier
Adjusted EBITDA from continuing operations of $587 million, versus $670 million in Q2 2025; free cash flow was $(7) million
Full-year 2026 adjusted EBITDA guidance of $3.20 billion to $3.40 billion; third-quarter guidance of $780 million to $830 million, including an $85 million negative impact from the temporary Pine Hill, Alabama mill closure
Builders FirstSource reported second-quarter 2026 net sales of $3.9 billion, down 8.8%, and a net loss of $3.9 million, or $(0.04) per diluted share, versus net income of $185.0 million a year earlier. The company also issued an updated full-year 2026 outlook, citing a more cautious view of the second half, which points to weaker results for shareholders.
Net sales were $3.9 billion, down 8.8%, with core organic net sales down 7.0%.
Adjusted earnings per diluted share were $1.17, compared with $2.38 a year earlier; adjusted EBITDA fell 34.9% to $329.3 million.
Free cash flow was $32.2 million, down 87.4% from $255.0 million in the prior-year period.
Updated 2026 outlook: net sales of $14.0 billion to $14.8 billion and adjusted EBITDA of $1.0 billion to $1.2 billion.
A. O. Smith reported second quarter 2026 net sales of $1,004.3 million, down 1% from a year earlier, and net earnings of $124.9 million, down 18%. The company narrowed its full-year 2026 sales growth outlook to 2% to 3% and its adjusted EPS outlook to $3.70 to $3.85, which lowers the top end of the prior range, while raising its share repurchase target to $300 million.
Q2 2026 net sales were $1,004.3 million, down 1% from $1,011.3 million; net earnings were $124.9 million versus $152.2 million.
Diluted EPS was $0.91 versus $1.07; adjusted EPS was $1.03, excluding $22.6 million of restructuring and impairment expenses.
Full-year 2026 adjusted EPS guidance is $3.70 to $3.85, narrowed from $3.70 to $4.00; sales growth outlook is 2% to 3%, down from 2% to 4%.
Share repurchase target increased 50% to $300 million; quarterly dividend of $0.36 per share is payable August 17.
Pilgrim's Pride reported second quarter 2026 net sales of $4.6 billion, down 2.8% from a year earlier, and GAAP net income of $13.2 million, or $0.06 per diluted share, versus $1.49 a year ago. Adjusted EPS was $0.64 and Adjusted EBITDA fell 47.6% to $360.0 million, as lower commodity chicken prices cut profitability even though volumes rose.
Q2 2026 net sales $4.6 billion, down 2.8% from $4.76 billion a year earlier
GAAP EPS $0.06 versus $1.49 in Q2 2025; adjusted EPS $0.64
Adjusted EBITDA $360.0 million, a 7.8% margin, versus $686.9 million and 14.4% a year earlier
Net leverage ratio 1.43x Adjusted EBITDA; a conference call is set for July 30, 2026 at 7 a.m. MT
First Northern Community Bancorp reported second-quarter 2026 net income of $4.7 million, or $0.29 per diluted share, down 13.5% from $5.5 million, or $0.33 per diluted share, a year earlier. For the six months ended June 30, 2026, net income rose 16.4% to $10.6 million, or $0.64 per diluted share, so shareholders see weaker quarterly profit but stronger year-to-date results.
Q2 2026 net income $4.7 million, $0.29 per diluted share, versus $5.5 million, $0.33 per diluted share in Q2 2025
Six-month net income $10.6 million, $0.64 per diluted share, up 16.4% from $9.1 million, $0.55 per diluted share
Non-interest expense rose 9.74% year over year to $11.954 million, with the systems upgrade expected to keep costs elevated through the planned fourth quarter project implementation
Book value per share $13.24 at June 30, 2026, up from $13.03 at March 31, 2026; total deposits $1.69 billion, up 1.7% from June 30, 2025
Houlihan Lokey reported first quarter fiscal 2027 revenue of $511 million, down from $605 million a year earlier, and GAAP diluted EPS of $1.15, down from $1.42. Adjusted diluted EPS was $1.35, versus $2.14 a year earlier. CEO Scott Adelson attributed the decline to Corporate Finance headwinds, including instability in the Middle East and disruption in the software sector, and said management believes these headwinds are temporary.
Revenues were $511 million versus $605 million for the first quarter ended June 30, 2025; Corporate Finance revenue fell 24% to $303 million.
GAAP diluted EPS was $1.15 versus $1.42; adjusted diluted EPS was $1.35 versus $2.14.
The Board declared a quarterly dividend of $0.70 per share, payable September 15, 2026, to holders of record as of September 1, 2026.
As of June 30, 2026, the company had $797 million of cash, cash equivalents and investment securities and repurchased 348 thousand shares in the quarter.
Vista Gold reported an unaudited consolidated net loss of $3.0 million, or $0.02 per share, for the quarter ended June 30, 2026, up from a $2.4 million loss, or $0.02 per share, a year earlier. Cash and cash equivalents totaled $49.5 million at June 30, 2026, up from $13.6 million at December 31, 2025, and the company reported no debt, while management says it is positioning the Mt Todd gold project for detailed engineering and design in 2027.
Q2 2026 net loss of $3.0 million ($0.02 per share), versus a net loss of $2.4 million ($0.02 per share) in Q2 2025
Cash and cash equivalents of $49.5 million at June 30, 2026, versus $13.6 million at December 31, 2025
Company reported no debt
Management conference call scheduled for July 30, 2026 at 10:00 a.m. MDT (12:00 p.m. EDT)
FMC Corporation reported second quarter 2026 revenue of $867 million, down 17% from a year earlier, and a GAAP net loss of $187 million, or $1.49 per diluted share. The company lowered its full-year 2026 revenue (excluding India), Adjusted EBITDA, Adjusted EPS and free cash flow ranges, citing a more challenging operating environment, which weighs on shareholder earnings expectations.
Q2 2026 revenue of $867 million, down 17% versus Q2 2025; GAAP net loss of $187 million, or $1.49 per diluted share
Q2 Adjusted EBITDA of $153 million, down 26%; Adjusted EPS of $0.26, down 62%
Full-year 2026 Adjusted EBITDA lowered to $620 million to $680 million; Adjusted EPS lowered to $1.19 to $1.49
Third-quarter Adjusted EPS expected at $0.05 to $0.13; company targets about $1 billion of proceeds for debt reduction, including a $252 million India sale
Meritage Homes reported second quarter 2026 results with home closing revenue down 14% to $1.4 billion and net earnings down 38% year over year. The company said full-year 2026 home closing volume and revenue are expected to be around 5% below 2025, which signals weaker sales for shareholders this year.
Diluted EPS was $1.37 for Q2 2026 versus $2.04 a year earlier; adjusted diluted EPS was $1.42 versus $2.09.
Home closing gross margin fell to 18.3% from 21.1%, and 3,725 homes closed, down 11%.
Full-year 2026 guidance: home closing volume and revenue around 5% below full-year 2025, and could trend lower if incentives rise.
The company repurchased $100 million of stock in Q2 and ended the quarter with $807 million in cash.
Magnachip reported second-quarter 2026 net sales of $44.7 million, down 6.1% from a year earlier and within its guidance range. The company posted a GAAP net loss of $4.8 million, compared with net income of $323 thousand in the second quarter of 2025, and guided third-quarter revenue lower, which may weigh on shareholder returns.
Q2 2026 net sales were $44.7 million, down 6.1% from $47.6 million in Q2 2025 and down 3.3% from $46.2 million in Q1 2026.
GAAP net loss was $4.8 million, or $(0.13) per diluted share, versus net income of $323 thousand in Q2 2025.
Q3 2026 revenue guidance is $41.5 million to $45.5 million, a 5.2% decline year over year at the midpoint; gross margin guidance is 17% to 19%.
Q2 other charges of $2.0 million included a $1.1 million customer goodwill payment and $886 thousand of one-time employee incentives.
Comstock Resources reported second quarter 2026 results, with net income available to the company of $8.8 million, or $0.03 per diluted share, down from $124.8 million, or $0.44, a year earlier. Total revenues and other operating income fell to $353.3 million from $470.3 million, although production rose 1% from the prior-year quarter and 16% from the first quarter of 2026.
Net income available to the company was $8.8 million, or $0.03 per diluted share, versus $124.8 million, or $0.44, in Q2 2025
Total revenues and other operating income were $353.3 million, versus $470.3 million in Q2 2025
Production was 113.1 Bcfe, up 16% from Q1 2026 and up 1% from Q2 2025
The company sold a 27% noncontrolling interest in Pinnacle Gas Services for $600 million and used the proceeds to redeem Pinnacle's preferred equity and debt
Green Brick Partners reported second-quarter 2026 net income attributable to the company of $74.2 million, or $1.70 per diluted share, down from $81.9 million, or $1.85, a year earlier. Total homebuilding revenues fell 9.9% to $481.6 million and homebuilding gross margin dropped 150 basis points to 29.8%, even though net new home orders rose 19% to 1,079. The company also announced a quarterly preferred dividend on its Series A depositary shares, which shareholders of record on September 1, 2026 will receive on September 15, 2026.
Net income attributable to Green Brick of $74.2 million, or $1.70 diluted EPS, versus $81.9 million, or $1.85, in Q2 2025 (down 9.5% and 8.1%)
Total homebuilding revenues of $481.6 million, down 9.9%; homes delivered of 1,047, up 0.5%
Net new home orders of 1,079, up 19% year over year; incentives on new orders remained at 9%
Series A preferred dividend of $0.35938 per depositary share, record date September 1, 2026, payment date September 15, 2026
FinWise Bancorp reported second quarter 2026 results that declined from both the prior quarter and the year-earlier period. Management said earnings were short of its expectations, citing higher provision expense on loans where the company retains credit risk. Shareholders also received an investor presentation furnished under Regulation FD.
Net income was $2.1 million, down from $2.7 million in the first quarter of 2026 and $4.1 million in the second quarter of 2025.
Diluted EPS was $0.15, compared with $0.20 in the prior quarter and $0.29 a year earlier.
Provision for credit losses was $22.7 million, up from $10.6 million in the prior quarter and $4.7 million a year earlier.
Nonperforming loans fell to $37.7 million at June 30, 2026, from $49.8 million at March 31, 2026.
Everest Group reported second quarter 2026 net income of $559 million, or $14.22 per diluted share, down from $680 million, or $16.10 per share, a year earlier. Underwriting results weakened as the group combined ratio rose to 92.0% from 90.4%, while the company repurchased $395 million of its common shares during the quarter.
Net income $559 million, or $14.22 per diluted share, versus $680 million, or $16.10, in Q2 2025
Group combined ratio 92.0% versus 90.4% a year earlier; underwriting income $281 million versus $385 million
Gross written premium $3.8 billion, down 19.4% year over year
Share repurchases of $395 million in the quarter, up from $200 million in Q2 2025
Ethan Allen reported fiscal 2026 full-year and fourth-quarter results for the periods ended June 30, 2026, with net sales down 8.5% in the quarter and 5.7% for the year. Full-year GAAP diluted EPS fell to $1.56 from $2.01, and the company declared a $0.25 special dividend plus a $0.39 regular dividend, both payable August 26, 2026.
Q4 net sales were $146.8 million versus $160.4 million a year earlier; wholesale written orders fell 11.9% and retail written orders fell 10.8%.
Q4 adjusted diluted EPS was $0.36 versus $0.49; GAAP diluted EPS was $0.46 versus $0.48, including $5.0 million in IEEPA tariff refunds.
Full-year net sales were $579.5 million versus $614.6 million; GAAP diluted EPS was $1.56 versus $2.01.
Special dividend of $0.25 and regular dividend of $0.39 per share are payable August 26, 2026 to holders of record on August 12, 2026; the company reported no debt and $187.5 million in cash and investments.
DLH Holdings reported fiscal third-quarter results for the quarter ended June 30, 2026, with revenue of $44.2 million, down 46.9% from $83.3 million a year earlier, as legacy programs transitioned to small-business set-aside contractors. The company posted a net loss of $16.8 million, or $1.16 per diluted share, including a $10.4 million valuation allowance against deferred tax assets, and Adjusted EBITDA fell to $3.4 million from $8.1 million. Management also changed, with Kathryn JohnBull named President and CEO and Steve Oroho named CFO and Treasurer.
Revenue was $44.2 million versus $83.3 million a year earlier, a 46.9% decline.
Net loss was $16.8 million, or $1.16 per diluted share, compared with net income of $0.3 million a year earlier; the result includes a $10.4 million valuation allowance on deferred tax assets.
Debt was $128.7 million at June 30, 2026, down from $132.7 million at the end of the second quarter; backlog was $408.5 million, down from $514.3 million at September 30, 2025.
Kathryn JohnBull was named President and CEO following Zach Parker's retirement, and Steve Oroho was named CFO and Treasurer.
Everforth reported second-quarter 2026 revenue of $1,007.0 million, down from $1,020.6 million a year earlier, and net income of $14.2 million, or $0.35 per diluted share, versus $29.3 million, or $0.67, in the same quarter of 2025. The company also gave third-quarter 2026 estimates, with revenue of $994.0 million to $1,024.0 million and diluted EPS of $0.36 to $0.56, which shareholders can compare against the second-quarter results.
Q2 2026 revenue was $1,007.0 million versus $1,020.6 million in Q2 2025; Commercial Segment revenue was $701.7 million and Federal Government Segment revenue was $305.3 million
Q2 2026 net income was $14.2 million ($0.35 per diluted share) versus $29.3 million ($0.67) in Q2 2025; Adjusted EBITDA was $96.7 million versus $108.5 million
Q3 2026 estimates: revenue of $994.0 million to $1,024.0 million, net income of $14.5 million to $23.0 million, and diluted EPS of $0.36 to $0.56
In July 2026 the company completed a refinancing that replaced its previous revolver and Term Loan A with a new five-year $600 million revolving facility
Claros Mortgage Trust, Inc. (NYSE: CMTG) reported a GAAP net loss of $255.4 million, or $1.81 per share, for the quarter ended June 30, 2026, compared with a net loss of $54.3 million, or $0.39 per share, in the first quarter. The loss was driven mainly by a $208.8 million provision for CECL reserves, and book value per share fell to $8.58 from $10.33 at March 31, 2026.
GAAP net loss of $255.4 million, or $1.81 per share, for the quarter ended June 30, 2026; Q1 2026 net loss was $54.3 million, or $0.39 per share
CECL reserve provision of $208.8 million, or $1.45 per share, primarily to align reserves with anticipated near-term resolution levels
Book value of $8.58 per share at June 30, 2026, versus $10.33 at March 31, 2026; distributable loss of $90.8 million, or $0.63 per share
Subsequent to quarter-end, four loans totaling $409.5 million of UPB were resolved; total liquidity was $168 million at July 24, 2026
Aware, Inc. reported second-quarter 2026 results for the period ended June 30, 2026. Revenue fell to $3.3 million from $3.9 million a year earlier, while the net loss widened to $2.6 million, or $0.12 per diluted share, from $1.8 million, or $0.08 per share. Management expects second-half revenue to rise from the first half and expenses to decline, but the filing gives no revenue or expense figures for that outlook.
Q2 2026 revenue was $3.3 million, compared with $3.9 million in Q2 2025, reflecting lower perpetual software license revenue.
Q2 2026 net loss was $2.6 million, or $0.12 per diluted share, versus $1.8 million, or $0.08 per share, a year earlier.
Q2 2026 adjusted EBITDA loss was $2.3 million, compared with $1.4 million in the prior-year quarter.
Management expects second-half 2026 revenue to increase versus the first half and expenses to be lower.
Qualcomm reported fiscal third-quarter 2026 revenue of $9.9 billion, down 4% from a year earlier, with GAAP diluted EPS of $1.87 (down 23%) and non-GAAP diluted EPS of $2.21 (down 20%). It gave fourth-quarter guidance of $9.7 billion to $10.5 billion in revenue and $2.05 to $2.25 in non-GAAP diluted EPS, and said that combined QCT Automotive and IoT revenue grew 28%, while handset revenue fell 20%.
Q3 fiscal 2026 revenue was $9,947 million versus $10,365 million a year earlier, down 4%.
GAAP diluted EPS was $1.87 versus $2.43; non-GAAP diluted EPS was $2.21 versus $2.77.
Handset revenue fell 20% to $5,086 million; Automotive revenue rose 61% to $1,588 million and IoT rose 9% to $1,830 million.
Q4 fiscal 2026 guidance: revenue $9.7 billion to $10.5 billion; non-GAAP diluted EPS $2.05 to $2.25.
McGrath RentCorp reported second-quarter 2026 total revenues of $221.1 million, down 6%, and net income of $33.7 million, or $1.37 per diluted share, versus $1.46 a year earlier, mainly due to lower gross profit on sales revenues. The company narrowed its full-year 2026 total revenue and Adjusted EBITDA ranges and raised its gross rental equipment capital expenditure outlook to $200 to $220 million.
Total revenues were $221.1 million, down from $235.6 million; diluted EPS was $1.37 versus $1.46.
Sales revenues fell 34% to $46.4 million as several new sales projects shifted to the second half of the year.
Rental operations revenues rose 6% to $172.5 million, with TRS-RenTelco rental revenues up 17%.
Full-year 2026 total revenue outlook is now $955 to $985 million (previously $945 to $995 million); gross rental equipment capex is now $200 to $220 million (previously $180 to $200 million).
Natural Health Trends reported second-quarter 2026 revenue of $7.6 million, down 23% from $9.8 million a year earlier, and a net loss of $451,000 ($0.05 per diluted share), compared with net income of $15,000 in the second quarter of 2025. The company cited cautious consumer spending in China, regulatory uncertainty, and conduct by certain members that violated Hong Kong policies, which it said adversely affected revenue and operating results. The Board also authorized resuming share repurchases, with $15.9 million remaining under the program.
Q2 2026 revenue of $7.6 million, down 23% from $9.8 million in Q2 2025; operating loss of $643,000 versus $333,000 a year earlier
Net loss of $451,000, or $0.05 per diluted share, versus net income of $15,000 in Q2 2025
Active Members were 26,000 at June 30, 2026, down from 29,260 at June 30, 2025
Board authorized resuming stock repurchases with $15.9 million remaining; cash and marketable securities were $18.6 million at June 30, 2026
M/I Homes reported second-quarter 2026 revenue down 9% to $1.1 billion and net income of $79 million ($3.02 per diluted share), versus $121 million ($4.42 per share) a year earlier. Homes delivered fell 6%, although new contracts rose 15% to a second-quarter record, and the company reported record shareholders' equity of $3.2 billion and $50 million of stock repurchases.
Total revenue fell 9% to $1.1 billion; homes delivered decreased 6% to 2,206.
Net income was $79 million ($3.02 per diluted share) versus $121 million ($4.42) a year earlier, including $4 million of inventory charges ($0.12 per diluted share).
New contracts rose 15% to a record 2,387; backlog sales value was $1.31 billion, down 8% from a year ago.
The company repurchased $50 million of common stock; shareholders' equity reached a record $3.2 billion.
Banc of California reported a second-quarter net loss available to common stockholders of $251.3 million, or $(1.61) per diluted share, compared with earnings of $0.39 per share in the first quarter and $0.12 per share a year earlier. The loss reflects one-time charges from a securities repositioning, a targeted loan sale and the early retirement of subordinated debt, which management says are intended to raise net interest margin and long-term earnings.
Net loss available to common stockholders of $251.3 million, or $(1.61) per diluted share, versus $0.39 per share in Q1 2026 and $0.12 per share in Q2 2025
Pre-tax loss of $256.7 million on the sale of $2.3 billion of lower-yielding securities; provision for credit losses rose to $161.8 million from $9.8 million in Q1
Company expects net interest margin to rise to about 3.30% and the CET1 ratio to about 9.45-9.50% when the $827.0 million loan sale closes, which it expects in the third quarter
Book value per share was $18.38 and tangible book value per share was $16.44 at June 30, 2026
Parsons reported second quarter 2026 results on July 29, 2026, with revenue of $1.6 billion, down 1% from a year earlier, and a net loss attributable to Parsons of $15 million compared with net income of $55 million a year earlier. The company attributed the decline mainly to $118 million in charges tied to portfolio-shaping actions and a joint venture program, and it lowered its fiscal 2026 revenue and adjusted EBITDA guidance, which weighs on shareholders.
Q2 2026 revenue of $1.6 billion, down 1% year over year and down 5% on an organic basis
Net loss attributable to Parsons of $15 million, or $(0.14) per diluted share, versus net income of $55 million, or $0.50 per share, a year earlier
Adjusted EBITDA fell 72% to $42 million; excluding $118 million in charges, it rose 8% to $161 million
Fiscal 2026 revenue guidance lowered to $6.2 billion to $6.5 billion from $6.5 billion to $6.8 billion; adjusted EBITDA guidance lowered to $500 million to $560 million from $615 million to $675 million
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.
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.
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.
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.
Skyworks reported fiscal third-quarter 2026 revenue of $935 million, down from $965 million a year earlier, and GAAP diluted EPS of $0.22 versus $0.70. The company said it will stop paying quarterly dividends and authorized a new $2.0 billion stock repurchase program, both tied to its pending Qorvo combination. Shareholders lose a regular cash dividend, and the new buyback program runs through January 31, 2029.
Q3 revenue of $935 million vs. $965 million a year earlier; GAAP diluted EPS $0.22 vs. $0.70; non-GAAP diluted EPS $1.08 vs. $1.33
Board will not declare quarterly cash dividends going forward
New $2.0 billion repurchase program authorized July 27, 2026, through January 31, 2029; replaces the program approved February 4, 2025, which was terminated
Fourth-quarter revenue outlook of $1,010 million to $1,060 million; non-GAAP EPS of $1.27 at the revenue midpoint
Arch Capital Group reported second quarter 2026 net income available to common shareholders of $1.0 billion, or $3.00 per diluted share, down from $1.2 billion, or $3.23 per share, a year earlier. Underwriting income fell 19.7% to $657 million and the combined ratio rose to 83.5% from 81.2%, which lowers profit per share and shows weaker underwriting margins for shareholders.
Net income available to common shareholders was $1.0 billion, or $3.00 per diluted share, versus $1.2 billion, or $3.23, in the 2025 second quarter.
After-tax operating income was $893 million, or $2.56 per share, versus $979 million, or $2.58, a year earlier.
Underwriting income was $657 million, down 19.7% from $818 million, and the combined ratio was 83.5% versus 81.2%.
The company repurchased $1.2 billion of shares in the quarter, and book value per common share was $68.04 at June 30, 2026.
SR Bancorp, Inc., the holding company for Somerset Regal Bank, reported net income of $940,000, or $0.13 per share, for the quarter ended June 30, 2026, down from $2.2 million a year earlier. For the full fiscal year, net income was $3.4 million, or $0.44 per diluted share, compared with $5.1 million in fiscal 2025, and both periods' comparisons were affected by a $1.5 million life insurance gain recorded in 2025.
Quarter net income was $940,000 ($0.13 per basic and diluted share), versus $2.2 million ($0.28 basic, $0.27 diluted) for the same quarter in 2025.
Full-year net income was $3.4 million ($0.45 basic, $0.44 diluted), compared with $5.1 million for the year ended June 30, 2025.
Total assets reached $1.19 billion at June 30, 2026, up $105.0 million, or 9.7%, from a year earlier.
Net loans rose to $901.2 million and deposits to $926.4 million at June 30, 2026, with $35.0 million of additional borrowings used to fund loan growth.
Travelzoo reported second quarter 2026 results on July 28, 2026, with revenue of $23.2 million, down 3% from $23.9 million a year earlier. The company posted an operating loss of $2.8 million and a net loss attributable to Travelzoo of $2.1 million, or $(0.21) per share, compared with $0.12 per diluted share in the prior-year period. Management said it is investing heavily in growing paying Club Members and expects year-over-year revenue growth in Q3 2026.
Q2 2026 revenue of $23.2 million, down 3% year-over-year; the company attributed the decline to international conflicts affecting all segments
Operating loss of $2.8 million in Q2 2026, versus operating income of $2.1 million in Q2 2025; non-GAAP operating loss was $2.1 million
Cash flow from operations was $(1.7) million in Q2 2026; cash, cash equivalents and restricted cash were $7.6 million at June 30, 2026
Company repurchased 200,000 shares during Q2 2026 and expects year-over-year revenue growth in Q3 2026
Perma-Fix said preliminary second-quarter 2026 results show an estimated net loss of approximately $(6.0) million on revenue of approximately $13 million, with the figures still subject to review by its independent auditor. Management said Hanford-related waste receipts and DFLAW receipts began, lifting treatment backlog to approximately $15.7 million, but delayed treatment and slower project starts pushed expected revenue into the second half of 2026, while costs were incurred in the quarter. Shareholders also saw all nine director nominees reelected and Grant Thornton, LLP ratified as auditor at the July 22, 2026 annual meeting.
Preliminary Q2 2026 estimate: net loss of approximately $(6.0) million on revenue of approximately $13 million, subject to auditor review.
Treatment-related backlog rose to approximately $15.7 million at June 30, 2026, up about 29% from $12.2 million at the end of the first quarter.
Treatment of certain Hanford-related waste streams was delayed; the company expects treatment to begin in the third quarter of 2026.
At the July 22, 2026 annual meeting, all nine directors were reelected and Grant Thornton, LLP was ratified with 13,514,118 votes for.
Pentair reported second quarter 2026 sales of $933 million, down 17% from a year earlier, and GAAP EPS of $0.80, down 11%. The company attributed the decline mainly to a larger-than-expected inventory correction in its Pool channel, and it set third quarter and full-year 2026 guidance that is lower than the prior year. The filing also states that Pentair has agreed to acquire Taco Group Holdings, which is excluded from its 2026 guidance.
Q2 2026 sales were $933 million, down 17%; Pool sales fell 42%, while Flow and Water Solutions sales were up 5% and down 5%, respectively.
Q2 GAAP EPS was $0.80 versus $0.90 a year earlier; adjusted EPS was $1.14 versus $1.39.
Full-year 2026 GAAP EPS guidance was updated to approximately $3.86 to $4.06; adjusted EPS guidance of $4.60 to $4.80 was reaffirmed.
Third quarter 2026 adjusted EPS is forecast at $1.05 to $1.08, down about 13% to 15% from the prior year period.
CMS Energy reported second-quarter 2026 diluted earnings of $0.37 per share, down from $0.66 a year earlier, and adjusted EPS of $0.37 versus $0.71. The company also said it is exiting non-utility renewables development at NorthStar Clean Energy and reaffirmed 2026 adjusted EPS guidance of $3.83 to $3.90 while introducing 2027 guidance of $4.08 to $4.17, which matters to shareholders because it sets the company's near-term earnings outlook after a weaker quarter.
Q2 2026 operating revenue was $1,829 million versus $1,838 million in Q2 2025; net income available to common stockholders was $117 million versus $198 million
First-half 2026 diluted EPS was $1.47 versus $1.67; adjusted EPS was $1.50 versus $1.73
2026 adjusted EPS guidance of $3.83 to $3.90 was reaffirmed, with confidence toward the high end; 2027 guidance is $4.08 to $4.17
NorthStar Clean Energy strategic review completed; the company retains Dearborn Industrial Generation and Michigan solar projects and targets restructuring completion by year-end 2026
Noble Corporation reported a second-quarter 2026 net loss of $37 million, or $0.23 per diluted share, compared with net income of $43 million, or $0.27 per share, a year earlier. Revenue fell to $720 million from $849 million, and the company reduced its full-year 2026 revenue and adjusted EBITDA guidance, mainly because of lower revenue from two rigs in Brazil, which were suspended in the quarter.
Q2 2026 total revenue was $720 million, versus $849 million in Q2 2025; diluted loss per share was $(0.23), versus diluted earnings of $0.27.
Full-year 2026 revenue guidance was cut to $2,800–$2,900 million from $2,800–$3,000 million; adjusted EBITDA guidance was cut to $850–$925 million from $940–$1,020 million.
Brazil operational suspensions reduced second-quarter contract drilling revenue by approximately $43 million.
Board approved a $0.50 per share cash dividend for Q3 2026, payable September 24, 2026, to holders of record on September 3, 2026.
FirstSun Capital Bancorp reported a second-quarter 2026 net loss of $22.9 million, or $(0.49) per diluted share, compared with net income of $26.4 million, or $0.93 per diluted share, a year earlier. The company said results were affected by merger-related expenses after its April 1, 2026 acquisition of First Foundation and by two large commercial loan charge-offs. The board also authorized a share repurchase program of up to $150.0 million, which runs through June 30, 2027 and may be modified or stopped at any time.
Q2 2026 net loss of $(22.9) million, or $(0.49) per diluted share, versus net income of $26.4 million, or $0.93 per diluted share, in Q2 2025
Adjusted net income (non-GAAP) was $21.0 million, or $0.45 per diluted share, for Q2 2026
Merger-related expenses were $57.6 million and net charge-offs were $42.4 million in Q2 2026
Board authorized a repurchase program of up to $150.0 million on July 24, 2026, authorized through June 30, 2027
NorthEast Community Bancorp reported net income of $9.8 million, or $0.72 per diluted share, for the three months ended June 30, 2026, down from $11.2 million, or $0.82 per diluted share, a year earlier. For the six months, net income was $19.7 million, or $1.46 per diluted share, compared with $21.7 million, or $1.60 per diluted share, in the same period of 2025, and net interest income declined 1.7% in the quarter.
Q2 2026 net income was $9.8 million ($0.72 diluted EPS) versus $11.2 million ($0.82) in Q2 2025.
Six-month net income was $19.7 million ($1.46 diluted EPS) versus $21.7 million ($1.60) a year earlier.
Quarterly net interest income fell to $24.7 million from $25.1 million, and net interest margin decreased to 5.14% from 5.35%.
Construction loan commitments and loans-in-process rose approximately 38.9% from the second quarter of 2025.
Kilroy Realty reported second-quarter 2026 revenue of $272.4 million, down from $289.9 million a year earlier, and net income available to common stockholders of $19.9 million, or $0.17 per diluted share, versus $68.4 million, or $0.57, in the same quarter of 2025. The company affirmed its full-year 2026 FFO guidance of $3.49 to $3.63 per diluted share, so shareholders face lower reported earnings and cash flow measures year over year with no change to the outlook.
Q2 2026 revenues of $272.4 million, compared with $289.9 million for Q2 2025
Net income available to common stockholders of $19.9 million, or $0.17 per diluted share, compared with $68.4 million, or $0.57, a year earlier
FFO of $109.3 million, or $0.92 per diluted share, compared with $135.9 million, or $1.13, a year earlier
Full-year 2026 FFO guidance affirmed at $3.49 to $3.63 per diluted share; total development spending range revised to +/- $150.0 million from a prior $150.0 to $200.0 million
Charter Communications reported second-quarter 2026 results with total revenue down 1.7% year-over-year to $13.5 billion, driven mainly by lower residential video revenue. Adjusted EBITDA fell 4.3% to $5.4 billion and net income attributable to Charter shareholders declined 0.7% to $1.3 billion, while net income per basic share rose to $10.76 from $9.41 because basic weighted average shares outstanding fell 13.1%.
Total revenue of $13.5 billion, down 1.7% year-over-year; residential revenue down 3.5%
Adjusted EBITDA of $5.4 billion, down 4.3%; net income attributable to Charter shareholders of $1.3 billion, down 0.7%
Net income per basic share of $10.76 versus $9.41 a year earlier, aided by a 13.1% decrease in basic weighted average shares
Internet customers fell by 172,000 in the quarter, while mobile lines grew by 406,000 to 12.5 million
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