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).
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
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
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
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
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
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
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
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
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.
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
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.
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
Mettler-Toledo reported second-quarter 2026 sales of $1.027 billion, up 4% from a year earlier, and diluted EPS of $11.55 versus $9.76. Adjusted EPS was $11.46, up 14%, and the company raised its full-year 2026 adjusted EPS forecast to $47.15-$47.50 from $46.30-$46.95. Results include a one-time net tariff refund benefit that management excludes from its non-GAAP figures.
Q2 2026 reported sales rose 4% to $1.027 billion; local currency sales rose 6% excluding a one-time tariff refund to customers.
Diluted EPS was $11.55 (up from $9.76); adjusted EPS was $11.46 (up 14% from $10.09).
Full-year 2026 adjusted EPS forecast raised to $47.15-$47.50 from $46.30-$46.95; Q3 adjusted EPS forecast is $12.00-$12.15.
Non-GAAP results exclude a one-time $52 million IEEPA tariff refund benefit to cost of sales and a related $28 million refund to customers that reduced net sales.
MasTec reported second quarter 2026 revenue of $4.4 billion, up 23% year over year, with GAAP diluted EPS of $1.65 and adjusted diluted EPS of $2.22, up 51% and 49%. The company raised its full-year 2026 adjusted diluted EPS guidance to $9.30 and set GAAP diluted EPS guidance at $6.20, which matters to shareholders because it signals higher expected profit for the year.
Q2 2026 revenue of $4.37 billion, up 23.4% year over year; GAAP net income of $146 million, up 61.7%
Full-year 2026 adjusted diluted EPS guidance raised to $9.30; GAAP diluted EPS guidance of $6.20; third-quarter revenue estimate of $4.93 billion
18-month backlog of $21.4 billion at June 30, 2026, up $4.9 billion year over year and $1.1 billion from the prior quarter
Board appointed Alexander Benjamin Spiro as a Class III director effective July 24, 2026, expanding the board from nine to ten members
Camden Property Trust reported second-quarter 2026 diluted EPS of $0.18, down from $0.74 a year earlier, while Core FFO was $1.68 versus $1.70. The company raised its 2026 EPS guidance midpoint to $9.93 from $9.27, a change the filing says is adjusted for the anticipated gain on the California portfolio sale, and left its 2026 Core FFO guidance midpoint unchanged at $6.75.
Q2 2026 diluted EPS was $0.18 versus $0.74 in Q2 2025; Core FFO per diluted share was $1.68 versus $1.70.
2026 EPS guidance midpoint is $9.93, up from $9.27; 2026 Core FFO guidance midpoint is $6.75, unchanged.
On July 29, 2026, the company sold 11 California communities with 3,620 apartment homes for about $1.625 billion.
The company agreed to pay $53.0 million into a class action settlement fund and issued a $350 million unsecured term loan after quarter end.
Carpenter Technology reported fiscal fourth quarter 2026 operating income of $206.9 million, up from $151.4 million a year earlier, and diluted earnings per share of $3.23, up from $2.21. For fiscal 2027, the company expects operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million, and it set a fiscal 2029 operating income target of $1.2 billion to $1.3 billion.
Q4 fiscal 2026 net sales were $851.0 million, up from $755.6 million, and diluted EPS was $3.23 versus $2.21.
Fiscal 2026 operating income was $702.0 million, up from $521.8 million, and diluted EPS was $10.52 versus $7.42.
Fiscal 2027 outlook: operating income of $850 million to $880 million and adjusted free cash flow of $400 million to $430 million.
Q4 share repurchases totaled $45.2 million; $119.0 million remained available under the $400.0 million program as of June 30, 2026.
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%.
Eastman reported second-quarter 2026 sales of $2,513 million, up 10% from $2,287 million a year earlier, with GAAP diluted EPS of $1.59 versus $1.20 and adjusted EPS of $1.97 versus $1.60. The company now expects 2026 operating cash flow to approach $900 million, modestly below its prior expectation of approaching 2025 levels, and projects third-quarter adjusted EPS to approach the $1.97 second-quarter level.
Second-quarter sales rose 10% to $2,513 million; Chemical Intermediates sales rose 39% while Fibers fell 11%
Adjusted EBIT rose to $320 million from $275 million; GAAP EBIT was $311 million versus $222 million
Operating cash flow was $224 million versus $233 million; full-year 2026 operating cash flow now expected to approach $900 million
Company expects third-quarter 2026 adjusted EPS to approach $1.97 and reaffirmed $125 million to $150 million of cost savings
CNO Financial Group reported second quarter 2026 net income of $126 million, or $1.33 per diluted share, up from $91.8 million, or $0.91 per diluted share, a year earlier. The company also raised its full-year 2026 operating earnings per share guidance by 8% at the midpoint, which points to higher expected per-share earnings for shareholders.
Net income was $126 million, or $1.33 per diluted share, versus $91.8 million, or $0.91, in 2Q25.
Net operating income was $120 million, or $1.26 per diluted share, up 45% from $0.87 in 2Q25.
2026 operating EPS guidance raised by 8% at the midpoint from prior guidance.
Repurchased $60.0 million of common stock in 2Q26; authority to repurchase up to an additional $300.4 million remained at June 30, 2026.
Mohawk Industries reported second-quarter 2026 net earnings of $196 million, or $3.22 per diluted share, up from $2.34 a year earlier, on net sales of $3.0 billion, up 6.8%. The results included about $0.63 per share from tariff refunds that were not in the company's second-quarter guidance, and the company expects third-quarter adjusted EPS of $2.50 to $2.60, including about $0.12 from additional tariff refunds.
Q2 2026 net earnings were $196 million and diluted EPS was $3.22, versus $147 million and $2.34 in Q2 2025; adjusted diluted EPS was $3.67 versus $2.77.
Q2 net sales were $3.0 billion, up 6.8% as reported and up 5.0% adjusted for constant days and exchange rates.
Q3 2026 adjusted EPS is expected to be $2.50 to $2.60, or $2.38 to $2.48 excluding tariff refunds and one-time charges.
Paul De Cock will succeed Jeff Lorberbaum as CEO effective September 30, 2026, as previously announced on June 11, 2026.
AXT reported second-quarter 2026 revenue of $47.6 million, up from $26.9 million in the first quarter and $18.0 million a year earlier. GAAP net income attributable to AXT was $11.1 million, or $0.17 per diluted share, compared with a net loss of $7.0 million a year earlier, and the company's CEO cited its highest quarterly indium phosphide revenue to date. The filing gives no forward guidance, so shareholders have the reported quarter and the company's qualitative outlook to weigh.
Revenue was $47.6 million for Q2 2026, compared with $26.9 million in Q1 2026 and $18.0 million in Q2 2025.
GAAP gross margin was 44.9% in Q2 2026, compared with 29.6% in Q1 2026 and 8.0% in Q2 2025.
GAAP net income attributable to AXT was $11.1 million, or $0.17 diluted per share, versus a net loss of $7.0 million, or $0.16 per share, in Q2 2025.
Non-GAAP net income was $11.9 million, or $0.19 per share, excluding stock-based compensation.
Dolby reported fiscal third-quarter 2026 total revenue of $305 million, down from $316 million a year earlier, and GAAP diluted EPS of $0.30 versus $0.48. For shareholders, lower revenue and profit were reported alongside a $350 million increase in the stock repurchase authorization, to about $427 million, and a $0.36 per share cash dividend.
Total revenue was $305 million vs. $316 million in Q3 fiscal 2025; GAAP net income was $29 million vs. $46 million.
Non-GAAP diluted EPS was $0.69 vs. $0.78 in the year-earlier quarter.
Fourth-quarter fiscal 2026 total revenue is guided to $362 million to $392 million; full-year total revenue to $1.41 billion to $1.44 billion.
Board increased the repurchase program by $350 million to about $427 million; $0.36 dividend payable August 19, 2026.
Penumbra reported second-quarter 2026 revenue of $390.0 million, up 14.9% from a year earlier, but net income fell to $34.8 million from $45.3 million and diluted earnings per share dropped to $0.88 from $1.15. The company will not provide full-year 2026 guidance or hold a earnings call because of its pending acquisition by Boston Scientific Corporation, leaving shareholders without a current outlook.
Q2 2026 revenue was $390.0 million, up 14.9%; thrombectomy rose 12.5% to $259.0 million and embolization and access rose 20.0% to $131.1 million.
Q2 2026 net income was $34.8 million versus $45.3 million a year earlier; the provision for income taxes was $11.4 million compared with $40 thousand.
SG&A included $6.9 million of acquisition-related expenses tied to the pending acquisition by Boston Scientific Corporation, and no full-year 2026 financial guidance will be provided.
Roblox reported second-quarter 2026 revenue of $1.5 billion, up 36% year over year, and a consolidated net loss of $185 million, narrower than $280 million a year earlier. Bookings grew 8%, at the low end of the company's guidance range, and the company guided third-quarter bookings down 14% to 18% while revenue is expected to rise 4% to 10%; it will issue quarterly guidance only, with no full-year 2026 outlook.
Q2 2026 revenue was $1,469 million, up 36% year over year; bookings grew 8%, at the low end of guidance.
Consolidated net loss was $185 million versus $280 million in Q2 2025; Adjusted EBITDA was $152 million versus $18 million.
Q3 2026 guidance: revenue of $1,413 million to $1,490 million (up 4% to 10%) and bookings down 14% to 18% year over year.
Company will provide quarterly guidance only and no full-year 2026 outlook; it repurchased 8.2 million shares for about $380 million in Q2.
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.
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.
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
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.
Schneider National reported second-quarter 2026 operating revenues of $1.6 billion, up 10% from $1.4 billion a year earlier, and income from operations of $71.4 million, up 30%. The company raised its full-year 2026 adjusted diluted earnings per share guidance to $0.90-$1.10 from $0.70-$1.00, a signal of expected earnings growth for shareholders.
Operating revenues rose 10% to $1,568.7 million in the quarter, compared with $1,420.5 million in the second quarter of 2025.
Diluted EPS was $0.28 versus $0.20 a year earlier; adjusted diluted EPS was $0.29 versus $0.21.
Full-year 2026 adjusted diluted EPS guidance was raised to $0.90-$1.10 from $0.70-$1.00.
Full-year 2026 net capital expenditures guidance was lowered to $350-$400 million from $400-$450 million; second-quarter free cash flow was $87.9 million versus $123.0 million a year earlier.
DiamondRock Hospitality reported second quarter 2026 net income attributable to common stockholders of $90.5 million, or $0.44 per diluted share, compared with $38.4 million, or $0.18 per diluted share, a year earlier, and raised its full-year 2026 guidance. The Board also declared a third quarter dividend of $0.11 per share, up 22% from the prior $0.09, which the filing says is supported by the company's second quarter results and outlook. Second quarter results include a one-time benefit of approximately $6.9 million from a Chicago property tax settlement, and the filing states Adjusted FFO per diluted share was $0.41 excluding that benefit.
Q2 2026 net income attributable to common stockholders was $90.5 million, or $0.44 per diluted share, versus $38.4 million, or $0.18 per diluted share, in Q2 2025.
Full-year 2026 Adjusted FFO per share guidance raised to $1.18 to $1.23 from $1.10 to $1.16.
Full-year 2026 Adjusted EBITDA guidance raised to $310.0 million to $320.0 million from $290.2 million to $302.2 million.
Quarterly dividend of $0.11 per share declared July 30, 2026, payable October 14, 2026, to holders of record as of September 30, 2026.
LPL Financial reported second-quarter 2026 net income of $379 million, or $4.74 per diluted share, up from $273 million and $3.40 a year earlier. Adjusted EPS rose 29% to $5.84, and the company lowered its 2026 Core G&A outlook to $2,140-2,165 million, which includes Commonwealth-related expenses. The company also resumed share repurchases, with $309 million bought back in the quarter.
Net income $379 million and diluted EPS $4.74 for the quarter ended June 30, 2026, versus $273 million and $3.40 in Q2 2025 and $356 million and $4.43 in Q1 2026
Total revenue $5.19 billion, up 35% year-over-year; gross profit up 24% to $1,618 million
2026 Core G&A outlook lowered to $2,140-2,165 million, including Commonwealth-related expenses
Share repurchases of $309 million in Q2; Board approved a $2.5 billion increase to the repurchase authorization on July 23, 2026; $0.30 per share dividend payable August 28, 2026
Cohu reported second-quarter fiscal 2026 net sales of $149.0 million, up 38% from $107.7 million a year earlier, and a GAAP net loss of $0.2 million, or $0.00 per share, versus a $16.9 million loss a year ago. The company guided third-quarter sales to $170 million plus or minus $7 million and raised its FY26 high-performance computing revenue estimate to $100 million to $110 million.
Q2 net sales $149.0 million, up 38% year over year; GAAP gross margin 45.4%
Q2 non-GAAP net income $14.1 million, or $0.26 per share; GAAP net loss $0.2 million
Third-quarter 2026 sales expected at $170 million +/- $7 million
FY26 high-performance computing revenue estimate raised to $100 million to $110 million
Nextpower reported first-quarter fiscal 2027 revenue of $935 million, up from $864 million a year earlier, and GAAP diluted EPS of $1.07, up from $1.04. It also raised the low end of several fiscal 2027 ranges, including revenue and GAAP diluted EPS, while noting about $50 million of planned costs tied to entering the power conversion market.
Q1 FY27 revenue was $935 million versus $864 million in Q1 FY26; GAAP net income was $165 million versus $157 million.
Adjusted diluted EPS was $1.20 versus $1.16 a year earlier; adjusted EBITDA was $233 million versus $215 million.
FY2027 revenue outlook is $4.1 to $4.4 billion, up from $4.0 to $4.4 billion; GAAP diluted EPS outlook is $3.42 to $3.64, up from $3.22 to $3.64.
The updated outlook includes planned incremental costs of about $50 million related to accelerating entry into the power conversion market.
Amazon reported second quarter 2026 net sales of $200.6 billion, up 20% from a year earlier, and operating income of $27.5 billion, up 43%. Net income was $62.6 billion, or $5.75 per diluted share, helped by $53.4 billion of non-operating other income, primarily from its Anthropic investments, while trailing twelve-month free cash flow turned to an outflow of $7.6 billion as investment in artificial intelligence rose.
Q2 2026 net sales were $200.6 billion, up 20% from $167.7 billion in Q2 2025; AWS segment sales rose 37% to $42.2 billion.
Operating income was $27.5 billion versus $19.2 billion in Q2 2025; AWS operating income was $16.6 billion versus $10.2 billion.
Net income was $62.6 billion, or $5.75 per diluted share, versus $1.68 a year earlier, including $53.4 billion of non-operating other income.
Third quarter 2026 guidance calls for net sales of $197.0 billion to $202.0 billion and operating income of $22.5 billion to $26.5 billion, compared with $17.4 billion in Q3 2025.
PTC Therapeutics reported second-quarter 2026 total revenue of $360.5 million, up from $178.9 million a year earlier, and net income of $83.5 million, compared with a net loss of $64.8 million in the prior-year quarter. The company raised its 2026 product revenue guidance to $850 million to $950 million and its total revenue guidance to $1.18 billion to $1.28 billion, and it also appointed Hege Sollie-Zetlmayer, its former Chief Human Resources Officer, to the board.
Q2 2026 total revenue was $360.5 million, including $238.8 million of net product revenue and a $50.0 million Novartis milestone recorded as collaboration revenue.
Full-year 2026 product revenue guidance was raised to $850 million to $950 million from $750 million to $850 million.
Sephience generated $151.3 million in Q2 2026 net product revenue; cash, cash equivalents and marketable securities were $2.2 billion as of June 30, 2026.
Hege Sollie-Zetlmayer was appointed to the board effective July 28, 2026, filling a vacancy.
Exponent reported second-quarter 2026 results for the quarter ended July 3, 2026, with total revenues up 21% to $171.6 million and net income up to $29.4 million, or $0.60 per diluted share, from $0.52 a year earlier. The company raised its full-year 2026 revenue growth and EBITDA margin guidance and declared a $0.31 quarterly dividend and an additional $50 million share repurchase authorization.
Q2 revenues before reimbursements rose 12% to $148.9 million; net income was $29.4 million, or $0.60 per diluted share, versus $26.6 million, or $0.52, in Q2 2025.
Full-year 2026 guidance raised: revenues before reimbursements to grow 9% to 10%, and EBITDA to be 27.8% to 28.1% of revenues before reimbursements.
Third-quarter 2026 outlook: revenues before reimbursements expected to grow 8% to 10%, with EBITDA at 28.0% to 28.5% of revenues before reimbursements.
Quarterly dividend of $0.31 per share is payable September 18, 2026, to holders of record as of September 4, 2026; the buyback authorization was increased by $50 million.
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.
Columbia Sportswear reported second-quarter 2026 net sales up 2% to $614.4 million and diluted earnings of $0.52 per share, compared with a loss of $0.19 a year earlier. The results include a $0.93 per share benefit from a recovery of IEEPA tariffs, and the company raised its full-year 2026 diluted EPS outlook to $4.45 to $4.90 from $3.55 to $4.00. Management said its second-half outlook has moderated, and third-quarter net sales are expected to be $929 million to $943 million, down 1.5% to flat.
Q2 net sales were $614.4 million, up 2% (1% in constant currency), while U.S. net sales fell 4% to $320.1 million.
Q2 operating income was $30.9 million, compared with an operating loss of $23.6 million a year earlier.
Full-year 2026 diluted EPS outlook raised to $4.45 to $4.90 from $3.55 to $4.00; net sales outlook unchanged at $3.43 to $3.50 billion.
Board declared a quarterly dividend of $0.30 per share, payable September 3, 2026, to holders of record on August 20, 2026.
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