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).
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.
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
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.
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.
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.
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.
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
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.
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
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.
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.
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
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.
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.
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
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.
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
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.
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.
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%.
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
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.
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.
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.
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.
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.
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.
Grid Dynamics reported second quarter 2026 revenue of $108.2 million, up 7.0% year over year and slightly above its April guidance range of $106.0 million to $108.0 million. GAAP net income fell to $2.9 million, or $0.03 per diluted share, from $5.3 million, or $0.06, a year earlier, while non-GAAP net income rose to $9.0 million, or $0.11 per share from $0.10. The company guided third quarter revenue to $112.0 million to $114.0 million and full-year 2026 revenue to $435.0 million to $465.0 million.
Q2 2026 revenue was $108.2 million, up 7.0% year over year and 3.9% sequentially.
GAAP net income was $2.9 million ($0.03 per diluted share), down from $5.3 million ($0.06) in Q2 2025; restructuring costs were $2.6 million versus $0.5 million.
Non-GAAP net income was $9.0 million ($0.11 per diluted share), up from $8.3 million ($0.10).
Q3 2026 revenue guidance is $112.0 million to $114.0 million; full-year 2026 revenue guidance is $435.0 million to $465.0 million.
Ryan Specialty reported second-quarter 2026 total revenue of $916.6 million, up 7.2% year-over-year, while GAAP net income fell 13.1% to $108.4 million. The company also lowered its full-year 2026 Adjusted EBITDAC margin outlook to down 50 to 100 basis points, and declared a $0.13 quarterly dividend, so shareholders see mixed headline results and a narrower margin outlook.
Total revenue $916.6 million, up 7.2%; Adjusted diluted EPS $0.74, up 12.1% from $0.66
GAAP net income $108.4 million, down 13.1%; diluted EPS $0.33 versus $0.38 a year earlier
Full-year 2026 guidance: Adjusted EBITDAC margin now expected to be down 50 to 100 basis points versus 2025; organic growth guidance of mid-single digits maintained
Quarterly dividend of $0.13 per share payable August 25, 2026, to holders of record on August 11, 2026
Edison International reported second-quarter 2026 net income of $534 million, or $1.39 per share, up from $343 million, or $0.89 per share, a year earlier. Core earnings were $592 million, or $1.54 per share, compared with $374 million, or $0.97 per share, while operating revenue fell to $4.36 billion from $4.54 billion. The company reaffirmed its 2026 core EPS guidance of $5.90 to $6.20, but lowered its basic EPS guidance range to $5.70 to $6.00 because of non-core items.
Q2 2026 core EPS $1.54 vs. $0.97 a year earlier; GAAP EPS $1.39 vs. $0.89
Operating revenue $4.36 billion vs. $4.54 billion in Q2 2025
2026 core EPS guidance reaffirmed at $5.90 to $6.20; basic EPS guidance lowered to $5.70 to $6.00 from $5.86 to $6.16 due to $77 million ($0.20 per share) of non-core items in the first half
Coinbase published an earnings presentation for the quarter ended June 30, 2026, furnished as Exhibit 99.1 to this Form 8-K. The deck highlights record crypto trading volume market share and record average USDC held in its products, but its Assets on Platform fell from $294 billion to $246 billion, and the filing does not state revenue, net income or per-share results.
Coinbase Crypto Trading Volume Market Share reached an all-time high of 10.3% in Q2 2026, up from 9.1% in Q1 2026.
Assets on Platform fell to $246 billion at Q2 2026 end from $294 billion in Q1 2026, which the company attributes mainly to Bitcoin ETF outflows.
Average USDC held in Coinbase products reached a record $20 billion in Q2 2026, and subscription and services made up 48% of total net revenue.
Prediction markets contracts and revenue more than doubled quarter over quarter.
BJ's Restaurants reported second-quarter 2026 revenue of $388.9 million, up 6.4%, with comparable restaurant sales up 6.5%. Diluted earnings per share fell to $0.86 from $0.97 a year earlier, and net income dropped to $18.8 million from $22.2 million. The company raised its fiscal 2026 guidance for comparable sales, restaurant level operating profit and Adjusted EBITDA.
Q2 2026 total revenues rose 6.4% to $388.9 million; comparable restaurant sales rose 6.5%.
Diluted net income per share was $0.86 versus $0.97 in Q2 2025; adjusted diluted EPS was $0.94 versus $0.97.
Fiscal 2026 comparable restaurant sales growth outlook raised to 3.0% to 4.0%, from 1.0% to 3.0%.
Adjusted EBITDA outlook raised to $145 million to $152 million, from $140 million to $150 million.
First Solar reported second-quarter 2026 net sales of $1.06 billion, down 4% from a year earlier, mainly due to lower revenue from customer contract terminations. Net income rose to $423 million, or $3.92 per diluted share, from $342 million, or $3.18, a year earlier, and the company reaffirmed its full-year 2026 guidance without change.
Net sales were $1.06 billion, down 4% year over year, partly offset by higher volume of modules sold to third parties.
Net income was $423 million, or $3.92 per diluted share, versus $342 million, or $3.18, in Q2 2025.
Adjusted EBITDA was $644 million, compared with $560 million a year earlier.
2026 guidance was unchanged, including net sales of $4.9 billion to $5.2 billion and Adjusted EBITDA of $2.6 billion to $2.8 billion; the net cash balance was $1.7 billion at June 30, 2026, down from $2.4 billion at December 31, 2025.
Forrester reported second-quarter 2026 revenue of $100.2 million, down from $111.7 million a year earlier, and adjusted diluted EPS of $0.40 versus $0.51. GAAP net income rose to $15.3 million, or $0.78 per diluted share, helped by a $12.3 million income tax benefit, and the company kept its full-year 2026 guidance and restarted its stock buyback. Director Neil Bradford also retired from the board effective immediately.
Q2 2026 total revenues were $100.2 million, compared with $111.7 million in Q2 2025.
GAAP diluted EPS was $0.78 versus $0.20 a year earlier; adjusted diluted EPS was $0.40 versus $0.51.
2026 guidance was maintained: GAAP total revenues of $350.0 million to $360.0 million and adjusted diluted EPS of $0.72 to $0.82.
Contract value was $283.2 million, down 3% from the prior year; the company restarted its stock buyback program.
Strategy Inc reported a second-quarter 2026 net loss of $8.22 billion, or $24.45 per diluted share, compared with net income of $10.02 billion a year earlier. The company attributed the swing mainly to an $8.32 billion unrealized loss on its bitcoin holdings, while total revenues rose 6.9% year over year. For shareholders, the results show that reported earnings remain highly sensitive to bitcoin prices, and the filing also raised the STRC preferred dividend rate to 12.00%.
Operating loss of $8.33 billion for Q2 2026, versus $14.03 billion operating income in Q2 2025, including an $8.32 billion unrealized digital asset loss
Total revenues of $122.4 million, up 6.9% from $114.5 million; gross margin fell to 66.6% from 68.8%
Holdings of 843,775 bitcoin as of July 26, 2026, with cost basis of $63.69 billion and market value of $54.77 billion
STRC dividend rate increased to 12.00%; a $1.0 billion STRC repurchase program has bought shares at an average $86.53 since July 20
Trinity Industries reported second-quarter 2026 diluted earnings per share from continuing operations of $1.25, up from $0.19 a year earlier, driven by a $132 million non-cash pre-tax gain on a railcar partnership transaction with Napier Park. Revenue fell to $485.1 million from $506.2 million, and the Rail Products segment's operating margin dropped to 1.3% from 3.0%, so shareholders are weighing a one-time gain against weaker underlying sales and margins. The company kept its full-year 2026 EPS guidance of $2.20 to $2.40.
Q2 2026 diluted EPS from continuing operations was $1.25, versus $0.19 in Q2 2025
Revenues were $485.1 million, down from $506.2 million; Rail Products margin was 1.3%, versus 3.0%
The $132 million non-cash pre-tax gain came from the railcar partnership transaction with Napier Park
2026 EPS guidance of $2.20 to $2.40 is unchanged; CEO said Rail Products margin is expected at the low end of 5% to 6%
LSB Industries reported second-quarter 2026 net sales of $168 million, up from $151 million a year earlier, and adjusted EBITDA of $53 million, up from $38 million. Diluted EPS was $(0.09), compared with $0.04 in the second quarter of 2025, and the company said turnaround activity at its El Dorado and Pryor facilities reduced production and sales volumes. The company also agreed to assume full ownership of the El Dorado carbon capture and sequestration project, with total consideration and remaining completion capital estimated at approximately $95 million.
Net sales of $168 million vs. $151 million in Q2 2025; adjusted EBITDA margin of 32% vs. 25%.
Adjusted EBITDA of $53 million vs. $38 million; the company cited higher pricing and increased AN and nitric acid sales volumes.
Diluted EPS of $(0.09) vs. $0.04 in Q2 2025.
El Dorado CCS project expected to begin operations in Q1 2027; total consideration and remaining completion capital estimated at approximately $95 million.
Dream Finders Homes reported second-quarter 2026 results with net sales up 15% to 2,232 homes, but net income attributable to the company fell to $28 million, or $0.27 per basic share, from $57 million, or $0.57, a year earlier. Homebuilding revenues fell 8% to $1.0 billion as average selling prices declined, and the company reiterated its 2026 guidance of approximately 9,250 home closings.
Net income attributable to DFH was $28 million, or $0.27 per basic share, versus $57 million, or $0.57, in Q2 2025.
Homebuilding revenues were $1.0 billion, down 8%; homebuilding gross margin was 14.2% versus 16.5%.
Net sales rose 15% to 2,232 homes and home closings rose 3% to 2,290 compared with Q2 2025.
The company reiterated its full-year 2026 guidance of approximately 9,250 home closings.
Patrick Industries reported second-quarter 2026 net sales of $1.04 billion, down slightly from $1.05 billion a year earlier, as growth in Marine, Powersports and Housing offset a 15% drop in RV revenue. Operating income fell to $77 million from $87 million, but diluted EPS rose to $1.28 from $0.96, helped by a $24 million legal settlement that hit the prior-year period. The company also disclosed a definitive all-stock merger agreement with LCI Industries signed after quarter end.
Net sales were $1.04 billion versus $1.05 billion; RV revenue fell 15% as RV industry wholesale unit shipments dropped 16%.
Operating income was $77 million (7.4% margin) versus $87 million (8.3% margin); adjusted diluted EPS was $1.29 versus $1.50.
Diluted EPS was $1.28 versus $0.96; the prior-year quarter included a $24.4 million legal settlement.
Returned $106 million to shareholders in the quarter, including $91 million in share repurchases; LCI Industries merger agreement announced June 30, 2026.
Sonic Automotive reported second-quarter 2026 revenue of $3.9 billion, up 8% year over year, and gross profit of $616.2 million, up 2%. Reported net income rose to $57.4 million from a loss of $45.6 million a year earlier, which included impairment charges, but adjusted net income fell 23% to $58.3 million. The Board also approved a quarterly dividend of $0.41 per share.
Total revenues $3.9 billion, up 8%; gross profit $616.2 million, up 2%
Reported diluted EPS $1.79 versus a loss of $1.34 a year earlier; adjusted diluted EPS $1.82, down 17%
EchoPark retail used unit volume up 17% to 19,601; EchoPark segment income $7.2 million, down 38%
Quarterly dividend of $0.41 per share, payable October 15, 2026, to holders of record on September 15, 2026
First Carolina Financial Services reported second-quarter 2026 net income of $5.1 million, or $0.20 per diluted share, up from $4.6 million, or $0.18, a year earlier. Net interest income rose 8.8%, but noninterest income fell 49.5% and net income declined from $5.9 million in the first quarter of 2026. The company also completed its initial public offering and NYSE listing in June 2026, with net proceeds of about $69.3 million.
Net income of $5.1 million, or $0.20 diluted EPS, for Q2 2026, versus $4.6 million, or $0.18, for Q2 2025.
Net interest income of $25.6 million, up 8.8% year over year; noninterest income of $6.7 million, down 49.5%.
IPO of 5,500,000 shares at $12.50 completed June 22, 2026, plus 825,000 option shares, for net proceeds of about $69.3 million.
Net income was $5.9 million in Q1 2026; the company reported a net interest margin of 3.23%, down 2 basis points from Q1.
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