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
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.
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
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
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
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
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.
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%.
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
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.
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
Uniti Group reported second quarter 2026 revenue of $909.7 million, up from $300.7 million a year earlier, and a net loss of $155.9 million, compared with a $10.7 million loss a year earlier. It also updated its full-year 2026 outlook, now calling for a net loss of $480 million to $530 million and Adjusted EBITDA of $1.450 billion to $1.500 billion, and raised $1.1 billion through a secured fiber note offering.
Q2 2026 Adjusted EBITDA was $357.1 million, up from $242.5 million a year earlier, with a margin of about 39%.
Q2 2026 loss per share was $0.68, compared with $0.07 a year earlier.
Full-year 2026 outlook: revenue $3.630 billion to $3.680 billion; net loss $530 million to $480 million; Adjusted EBITDA $1.450 billion to $1.500 billion.
On July 15, Uniti completed a $1.1 billion offering of secured fiber network revenue term notes with a weighted average coupon of about 6.180%.
HNI reported second-quarter 2026 net sales of $1.5 billion, up 121% from the prior year mainly due to the Steelcase acquisition, with organic sales up 0.1%. GAAP diluted EPS fell to $0.70 from $1.02, while non-GAAP diluted EPS rose to $1.27 from $1.11, and the company expects 2026 non-GAAP EPS growth of 20-25%, which it describes as an improved outlook.
Q2 net sales $1,472.4 million vs $667.1 million a year earlier; organic net sales up 0.1%
GAAP diluted EPS $0.70 vs $1.02 (down 31.4%); non-GAAP diluted EPS $1.27 vs $1.11 (up 14.4%)
2026 non-GAAP diluted EPS growth now expected at 20-25%, including net tariff impacts
Q3 2026 non-GAAP diluted EPS expected to rise in the mid-to-high 20 percent range year over year
TriNet reported second quarter 2026 results on July 30, 2026. Total revenues fell 5% to $1.2 billion, while net income rose to $53 million, or $1.15 per diluted share, from $37 million, or $0.77, a year earlier. The company raised its full-year 2026 earnings guidance, with diluted net income per share now expected at $2.85 to $3.35 and Adjusted Net Income per diluted share at $4.50 to $5.10.
Q2 2026 total revenues decreased 5% to $1.2 billion ($1,178 million) from $1,238 million a year earlier.
Q2 2026 net income was $53 million, or $1.15 per diluted share, versus $0.77 in Q2 2025; Adjusted Net Income was $72 million, or $1.55 per diluted share.
Full-year 2026 guidance: diluted net income per share of $2.85 to $3.35 and Adjusted Net Income per diluted share of $4.50 to $5.10.
Average Worksite Employees decreased 11% to approximately 298,000 in Q2 2026.
AMC Global Media reported second-quarter 2026 revenue of $547 million, down 8.8% from a year earlier, and a diluted loss of $0.51 per share compared with diluted earnings of $0.91 a year earlier. The company said it is increasing its full-year guidance and announced a Netflix license agreement for global co-exclusive streaming rights to The Walking Dead Universe, with a $500 million content license fee over five years.
Second-quarter net revenue was $547.5 million, down 8.8% from $600.0 million in the prior-year quarter.
Operating income fell to $15.9 million from $64.5 million; adjusted operating income was $46.1 million, down 57.9%.
Diluted EPS was $(0.51) versus $0.91 a year earlier; adjusted EPS was $(0.28) versus $0.69.
Netflix will pay a $500 million aggregate license fee over the five-year license period, with about $25 million expected in 2026.
Martin Marietta reported second-quarter 2026 revenues of $1.947 billion, up 21% from a year earlier, and raised its full-year 2026 revenue guidance to $7.2 billion to $7.4 billion. Diluted earnings per share from continuing operations fell 12% to $4.26, though adjusted diluted EPS rose 3% to $5.00, and the company reaffirmed its adjusted EBITDA guidance of $2.36 billion to $2.5 billion. The results come alongside a pending combination with Lhoist North America in a transaction valued at about $13.5 billion, which is not yet closed and is not included in the revised guidance.
Q2 2026 revenues were $1.947 billion, up 21%; aggregates shipments rose 17% to a record 61.6 million tons.
GAAP diluted EPS from continuing operations was $4.26, down 12%; adjusted diluted EPS was $5.00, up 3%.
Full-year 2026 revenue guidance raised to $7.2 billion to $7.4 billion; adjusted EBITDA guidance of $2.36 billion to $2.5 billion reaffirmed.
Agreement to combine with Lhoist North America signed June 27, 2026, valued at about $13.5 billion, expected to close in the second half of 2026.
OneWater Marine reported fiscal third-quarter 2026 revenue of $530.7 million, down 4.0% from a year earlier, and GAAP net income of $11.7 million, or $0.69 per diluted share, up from $0.65. Adjusted diluted EPS fell to $0.73 from $0.79, while adjusted EBITDA rose 15% to $37.8 million. The company also updated its full-year 2026 outlook, now calling for total revenue of $1.75 billion to $1.80 billion and adjusted diluted EPS of $0.35 to $0.55.
Q3 total revenue was $530.7 million, down 4.0%; same-store sales fell 2%, and the company cited the Ocean Bio-Chem divestiture and exited brands.
GAAP diluted EPS was $0.69 versus $0.65 a year earlier; adjusted diluted EPS was $0.73 versus $0.79.
Adjusted EBITDA was $37.8 million versus $32.8 million; gross margin rose 70 basis points to 24.0%.
Adjusted net debt leverage improved to 3.7x from 5.8x, and the fiscal 2026 target of below 4.0x was reached ahead of schedule.
Air Products reported fiscal third-quarter 2026 GAAP results that include a $1,440.8 million net loss attributable to the company, driven by about $2.9 billion of pre-tax charges tied to project exits announced June 30, 2026. On a non-GAAP basis, adjusted EPS rose 12 percent to $3.47 and the company raised its full-year fiscal 2026 adjusted EPS guidance, which matters to shareholders because it signals stronger underlying earnings even as reported results turned sharply negative.
GAAP loss per share was $6.47 versus earnings of $3.24 per share a year earlier; sales rose 5 percent to $3.2 billion
Adjusted EPS of $3.47 rose 12 percent; adjusted operating income of $810 million rose 9 percent
Full-year fiscal 2026 adjusted EPS guidance raised to $13.39 to $13.49; fourth-quarter guidance is $3.55 to $3.65
Company will not proceed with the Louisiana Clean Energy Complex, discontinued the Casa Grande, Arizona hydrogen facility, and expects capital expenditures of about $3.5 billion for fiscal 2026
ADT reported second-quarter 2026 results with total revenue up 2% to $1.3 billion, while income from continuing operations fell 8% to $155 million. The company raised its 2026 outlook for Adjusted Free Cash Flow, revenue and Adjusted EPS, and declared a $0.055 per share dividend. For shareholders, the filing shows higher cash flow and capital returns alongside lower GAAP profit.
Total revenue rose 2% to $1,312 million for the three months ended June 30, 2026, driven mainly by higher security installation, product and other revenue.
GAAP income from continuing operations was $155 million, or $0.19 per diluted share, down $13 million; Adjusted EPS was $0.23, flat year over year.
The 2026 outlook now projects Adjusted Free Cash Flow growth of about 30%, total revenue growth of about 2% and Adjusted EPS growth of about 2% versus the prior year.
The Board declared a $0.055 per share dividend, payable October 1, 2026 to holders of record on September 10, 2026; the company repurchased 68 million shares for $478 million in the quarter.
Blackstone Mortgage Trust reported a second-quarter 2026 net loss attributable to the company of $81.2 million, or $(0.48) per share, compared with net income of $7.0 million, or $0.04 per share, a year earlier. Total net revenue rose to $158.1 million from $133.6 million, but the quarter included a $134.4 million increase in credit loss reserves, and book value per share fell to $19.31 from $20.20 at March 31, 2026.
Q2 2026 GAAP net loss attributable to the company was $81.2 million, or $(0.48) per share, versus net income of $7.0 million, or $0.04 per share, in Q2 2025.
Total net revenue was $158.1 million, up from $133.6 million in Q2 2025.
Distributable EPS was $0.31; before realized gains and losses it was $0.48, compared with $0.49 in Q1 2026.
Book value per share was $19.31 at June 30, 2026, versus $20.20 at March 31, 2026; the company paid a Q2 dividend of $0.47 per share.
Norwegian Cruise Line Holdings reported second quarter 2026 total revenue of $2.6 billion, up 4.9%, and adjusted EPS of $0.48, down 6.6% but above its prior guidance of $0.38. The company updated full-year 2026 guidance, expecting adjusted EPS of about $1.50 and adjusted EBITDA of about $2.5 billion, and said demand at its Norwegian Cruise Line brand remains under pressure.
Q2 total revenue rose 4.9% to $2.6 billion; GAAP net income was $223 million, or $0.48 per share, compared with $30 million a year earlier.
Adjusted EBITDA declined 4.1% to $666 million and adjusted EPS fell 6.6% to $0.48, both above guidance.
Q3 2026 Net Yield is expected to decline 8.9% on a constant currency basis; full-year 2026 Net Yield is expected to be down about 5%.
As of June 30, 2026, total debt was $15.0 billion, Net Leverage was 5.3x, and liquidity was $1.5 billion.
Granite reported second-quarter 2026 revenue up 29% year over year to $1.46 billion, but a net loss attributable to Granite of $278 million, or $(6.36) per diluted share, driven by a $360 million non-operating loss on convertible debt transactions. Excluding that loss, adjusted diluted EPS rose to $2.16 from $1.93, and the company raised its 2026 revenue guidance by $100 million, which matters to shareholders because the GAAP loss is large while the core operating measures improved.
Q2 revenue rose to $1.46 billion from $1.13 billion a year earlier, and adjusted EBITDA rose 22% to $186 million
Q2 net loss of $278 million, or $(6.36) per diluted share, compared with net income of $72 million, or $1.42 per diluted share, a year earlier
The $360 million loss on convertible debt transactions relates to the 3.75% convertible notes; Granite elected to settle the conversions primarily in cash
2026 revenue guidance raised to $5.3 billion to $5.5 billion from $5.2 billion to $5.4 billion
Xenia Hotels & Resorts reported a second-quarter 2026 net loss attributable to common stockholders of $19.3 million, or $0.21 per diluted share, compared with net income of $55.2 million, or $0.56 per share, a year earlier. The loss reflects a $38.8 million non-cash impairment charge tied to the Kimpton RiverPlace Hotel, which the company sold after quarter end, while adjusted FFO per diluted share rose 7.0% to $0.61 and the company raised the midpoint of its full-year Adjusted EBITDAre guidance by $7 million.
Q2 2026 net loss attributable to common stockholders was $19.3 million, or $0.21 per diluted share, versus net income of $55.2 million, or $0.56, in Q2 2025.
Q2 included a $38.8 million non-cash impairment charge related to the 85-room Kimpton RiverPlace Hotel, sold after quarter end for $11 million.
Adjusted EBITDAre was $78.1 million, down 1.8%; Adjusted FFO per diluted share was $0.61, up 7.0%.
Full-year 2026 Adjusted EBITDAre guidance is $267 million to $279 million, with the midpoint raised $7 million from the prior range of $258 million to $274 million.
WTW reported second-quarter 2026 revenue of $2.47 billion, up 9%, and adjusted diluted EPS of $3.35, up 17%. GAAP diluted EPS fell 27% to $2.43 and net income fell 30% to $231 million. The company also announced Propel, an AI and automation plan, and raised its share repurchase authority by $1.5 billion, while leaving full-year 2026 guidance unchanged.
Revenue rose 9% to $2.47 billion; organic revenue grew 5%.
Diluted EPS was $2.43, down 27%; adjusted diluted EPS was $3.35, up 17%.
Operating margin was 14.8%, down 150 basis points; adjusted operating margin was 19.5%, up 100 basis points.
Share repurchase authority increased by $1.5 billion; Propel targets about 30% adjusted operating margin in 2028 and full-year 2026 guidance remains unchanged.
Tetra Tech reported third-quarter fiscal 2026 revenue of $1.31 billion, down from $1.37 billion a year earlier, and EPS of $0.42 versus $0.43. The company raised its fiscal 2026 adjusted EPS guidance to $1.56 to $1.59 and also declared a $0.072 quarterly dividend, an 11% increase year over year.
Q3 revenue $1.31 billion vs. $1.37 billion a year earlier; net revenue $1.11 billion vs. $1.15 billion
Q3 EPS $0.42 vs. $0.43 a year earlier; operating income $158 million vs. $165 million
Fiscal 2026 adjusted EPS guidance raised to $1.56 to $1.59; net revenue range narrowed to $4.315 billion to $4.365 billion
Dividend of $0.072 per share payable August 27, 2026, to holders of record as of August 13, 2026; $100 million of stock repurchased in Q3
Four Corners Property Trust (FCPT) reported second quarter 2026 rental revenue of $70.0 million, up 8.0% from a year earlier, and net income attributable to common shareholders of $30.0 million. Diluted earnings per share fell to $0.27 from $0.28, while AFFO per diluted share rose 1.4% to $0.45 and NAREIT FFO per share was flat at $0.42. In July the company closed a $268 million acquisition and expanded its credit facility to $1.15 billion, and it moved to monthly dividends.
Rental revenue up 8.0% to $70.0 million; net income $30.0 million, or $0.27 per diluted share, versus $0.28 a year earlier
AFFO per diluted share $0.45, up 1.4%; NAREIT FFO per diluted share $0.42, flat year over year
July 2026 acquisition of The Mission Pet Health portfolio: 102 buildings for $268 million, described as the largest single investment in company history
On July 28, 2026, credit facility increased from $940 million to $1.15 billion; monthly dividends of $0.1222 declared for July, August and September
PennyMac Mortgage Investment Trust reported second-quarter 2026 net income attributable to common shareholders of $20 million, or $0.23 per diluted share, up from $14 million, or $0.16, in the first quarter. Net investment income fell 11% from the prior quarter to $73 million, and book value per share declined to $14.83 from $14.98. In June the company agreed to sell $13 billion in unpaid principal balance of mortgage servicing rights and stopped acquiring Agency-eligible correspondent loans, which management said would free capital for credit investments.
Net income attributable to common shareholders was $20 million, or $0.23 per diluted share, versus $14 million, or $0.16, in the first quarter of 2026.
Net investment income was $73 million, down 11% from $82 million in the first quarter.
Book value per share was $14.83 at June 30, 2026, down from $14.98 at March 31, 2026; dividends declared were $0.40 per share.
The company agreed to sell $13 billion in unpaid principal balance of mortgage servicing rights, with an expected close at the end of August.
Dyne Therapeutics reported a second-quarter 2026 net loss of $178.6 million, or $1.08 per share, up from $110.9 million, or $0.97 per share, a year earlier, as research and development and general and administrative costs rose. The FDA accepted the company's Biologics License Application for z-rostudirsen in exon 51 DMD for review with Priority Review, with a PDUFA target action date of January 21, 2027, and the company expects cash to fund operations into the second quarter of 2028.
Net loss of $178.6 million, or $1.08 per share, for Q2 2026, versus $110.9 million, or $0.97 per share, in Q2 2025.
R&D expenses were $152.2 million versus $99.2 million; G&A expenses were $29.5 million versus $16.6 million.
FDA accepted the BLA for z-rostudirsen in exon 51 DMD with Priority Review; PDUFA target action date is January 21, 2027.
Cash, cash equivalents and marketable securities were $898.5 million at June 30, 2026; a July 2026 offering of 21,045,000 shares at $20.50 per share raised gross proceeds of approximately $431 million.
Bel Fuse reported preliminary second-quarter 2026 sales of $210.7 million, up 25.1% from a year earlier, with gross margin of 39.9%. GAAP net earnings attributable to Bel shareholders were $25.5 million, down from $26.9 million, while non-GAAP net earnings rose to $39.1 million from $21.0 million. The company also guided third-quarter 2026 sales to $205 million to $225 million and gross margin to 39% to 41%, and it completed an equity offering that raised $441.6 million in net proceeds.
Q2 2026 net sales of $210.7 million vs. $168.3 million in Q2 2025; gross margin 39.9% vs. 38.7%
GAAP net earnings attributable to Bel shareholders of $25.5 million vs. $26.9 million; non-GAAP $39.1 million vs. $21.0 million
Adjusted EBITDA of $48.9 million (23.2% of sales) vs. $35.2 million (20.9%) a year earlier
Q3 2026 guidance: sales of $205 million to $225 million and gross margin of 39% to 41%, assuming current market conditions continue
Essex Property Trust reported second quarter 2026 Core FFO of $4.08 per diluted share, up 1.2% from $4.03 a year earlier and $0.10 above the midpoint of its guidance range. Net income per diluted share fell to $0.97 from $3.44, mainly because of a 2025 gain on sale of real estate and land, and the company revised its full-year net income guidance down while raising its Core FFO guidance.
Q2 2026 Core FFO per diluted share was $4.08 versus $4.03 in Q2 2025, up 1.2%
Q2 2026 net income per diluted share was $0.97 versus $3.44 in Q2 2025, down 71.8%
Full-year 2026 Core FFO per diluted share guidance raised to $16.03 to $16.25, a $0.20 increase at the midpoint
Full-year 2026 net income per diluted share guidance lowered to $5.47 to $5.69, a $0.29 decrease at the midpoint
PennyMac Financial Services reported second-quarter 2026 net income of $22 million, or $0.41 per diluted share, down from $2.54 a year earlier, on total net revenues of $497 million, up 12% from a year earlier. Management said results fell short of expectations due to higher interest rates and expects adjusted ROE to remain in the high single digits through 2026 as it reduces its expense base.
Net income $22 million, diluted EPS $0.41, versus $2.54 in Q2 2025 and $1.53 in Q1 2026
Total net revenues $497 million, up 12% from Q2 2025 and down 9% from Q1 2026
Annualized ROE 2%, down from 14% a year earlier; adjusted ROE 7%, down from 13%
Guidance: adjusted ROEs expected to remain in the high single digits through 2026; $0.30 dividend payable August 27, 2026
Unisys reported second-quarter 2026 revenue of $473.5 million, down 2.0% from a year earlier, and a net loss attributable to the company of $95.3 million, compared with $20.1 million a year earlier. The results included a $47.2 million non-cash goodwill impairment tied to its Digital Workplace Solutions unit, and the company reaffirmed its 2026 full-year guidance.
Revenue was $473.5 million, down 2.0% year over year and down 5.2% in constant currency; the company attributed the decline mainly to the timing of ClearPath license renewals.
Operating loss was $32.9 million, compared with operating profit of $30.3 million in the second quarter of 2025.
New business total contract value was $192 million, up 57% year over year.
2026 guidance was reaffirmed: constant currency revenue growth of (5.0)% to (3.5)% and non-GAAP operating profit margin of 9.0% to 11.0%. Cash and cash equivalents were $324.3 million at June 30, 2026.
Ryerson reported second-quarter 2026 revenue of $2.01 billion, its first full quarter after the February 13, 2026 merger with Olympic Steel, and net income of $15.5 million, or $0.30 per diluted share, up from $4.5 million in the prior quarter. For the third quarter, the company guided to net sales of $1.87 billion to $1.95 billion and Adjusted EBITDA, excluding LIFO, of $88 million to $92 million, both below second-quarter levels, and said margin pressure will increase. The Board also declared a quarterly dividend of $0.1875 per share.
Q2 revenue was $2.01 billion, up 28.1% from Q1 and above the company's previously provided revenue guidance range; Olympic Steel contributed $564 million.
Net income attributable to Ryerson was $15.5 million, or $0.30 per diluted share, versus $4.5 million, or $0.10, in Q1 2026.
Q3 2026 guidance: net sales of $1.87 billion to $1.95 billion; Adjusted EBITDA, excluding LIFO, of $88 million to $92 million; net income of $19 million to $21 million excluding inventory purchase accounting charges.
Total debt was $955 million and net debt $913 million at June 30, 2026; operating cash flow was negative $5.6 million in Q2.
EPR Properties reported second-quarter 2026 total revenue of $196.1 million, up 10.1%, and FFOAA per diluted share of $1.42, up 12.7%. GAAP net income available to common shareholders fell 12.2% to $61.1 million, and the company raised its 2026 FFOAA per diluted share and investment spending guidance.
Q2 total revenue $196.1 million, up 10.1% from $178.1 million; net income available to common shareholders $61.1 million, down 12.2%; diluted EPS $0.79 vs. $0.91
FFOAA per diluted share $1.42, up 12.7%; AFFO per diluted share $1.43, up 15.3%
2026 FFOAA per diluted share guidance raised to $5.41 to $5.57 from $5.37 to $5.53; investment spending guidance raised to $600.0 million to $700.0 million from $500.0 million to $600.0 million
On July 17, 2026, the company entered into a new $1.6 billion credit agreement, including a $600.0 million delayed draw term loan maturing January 17, 2032
Coursera reported second quarter 2026 revenue of $298.6 million, up 60% from a year earlier, with a GAAP net loss of $80.4 million, or $0.34 per share, versus a loss of $7.8 million a year earlier, and raised its full-year 2026 revenue outlook to $1.220 billion to $1.245 billion. The results include Udemy from its May 11, 2026 acquisition date, and the company also disclosed a $100 million investment in LearnVector, an AI learning company founded by Chairman Andrew Ng.
Q2 2026 revenue of $298.6 million, up from $187.1 million; GAAP net loss of $80.4 million, or $0.34 per share
Full-year 2026 revenue outlook raised to $1.220 billion to $1.245 billion; third-quarter revenue guidance of $364 million to $372 million
$100 million Series A Preferred Stock investment in LearnVector, with a Special Committee of independent directors approving the deal
Share repurchases of $90.3 million in Q2 2026; about $140 million repurchased under the $500 million authorization as of July 28, 2026
VICI Properties reported second-quarter 2026 results, with revenue up 5.7% to $1.1 billion and AFFO up 7.8% to $679.6 million. GAAP net income attributable to common stockholders fell 39.1%, mainly because of a $413.1 million year-over-year swing in the CECL allowance, and the company raised the low end of its full-year 2026 AFFO guidance.
Total revenues were $1.1 billion, up 5.7% from $1.0 billion a year earlier.
Net income attributable to common stockholders was $526.5 million, or $0.48 per share, versus $865.1 million, or $0.82 per share, in Q2 2025, driven by a $413.1 million change in the CECL allowance.
AFFO attributable to common stockholders was $679.6 million, or $0.62 per share, up 7.8% and 4.6% respectively.
Full-year 2026 AFFO guidance is now $2,675 million to $2,695 million ($2.45 to $2.47 per diluted share), up from $2,665 million to $2,695 million ($2.44 to $2.47).
Adaptive Biotechnologies reported second quarter 2026 revenue of $71.6 million, up 22% from a year earlier, and raised its full-year 2026 MRD revenue guidance to $268 million to $278 million. The net loss widened to $39.9 million from $25.6 million, including a $23.7 million loss on the settlement of the OrbiMed Purchase Agreement, and Chief Scientific Officer Harlan Robins is moving to a strategic consultant role.
Q2 2026 revenue was $71.6 million; MRD revenue rose 33% to $66.2 million, while Immune Medicine revenue fell 40% to $5.4 million.
Net loss attributable to the company was $39.8 million, or $0.25 per share, versus $25.6 million, or $0.17 per share, a year earlier.
Full-year 2026 MRD revenue guidance rose to $268 million to $278 million from $260 million to $270 million; total operating expense guidance was narrowed to $350 million to $355 million from $350 million to $360 million.
On July 24, 2026, Chief Scientific Officer and co-founder Dr. Harlan Robins decided to move to a strategic consultant role; a consulting agreement is expected.
Chipotle reported second-quarter 2026 revenue of $3.3 billion, up 9.3%, with comparable restaurant sales up 2.2%, but net income fell to $403.5 million and diluted EPS was flat at $0.32. The company raised its full-year comparable sales outlook to the low single digit range and authorized $1.3 billion in additional share repurchases, which may be modified, suspended or discontinued at any time.
Total revenue rose 9.3% to $3.3 billion; comparable restaurant sales rose 2.2%, driven by a 1.2% increase in average check and a 1.0% increase in transactions.
Net income was $403.5 million, or $0.32 per diluted share, versus $436.1 million, or $0.32, in the second quarter of 2025.
Full-year 2026 comparable restaurant sales growth is expected in the low single digit range, and the company expects 350 to 370 new restaurant openings.
The Board approved $1.3 billion in additional repurchase authorizations on June 11, 2026; $1.7 billion remained available as of June 30, 2026.
Farmland Partners reported second-quarter 2026 net income of $3.1 million ($0.07 per share), down from $7.8 million ($0.15 per share) a year earlier, and total operating revenues fell 5.7% to $9.4 million. AFFO rose 30.6% to $1.7 million ($0.04 per share), and the company raised the low end of its 2026 AFFO per share guidance to $0.31 from $0.30, with the top end unchanged at $0.35.
Total operating revenues were $9.4 million in the quarter, down 5.7% from $10.0 million; net operating income rose 2.9% to $7.1 million.
Net income was $3.1 million ($0.07 per share) versus $7.8 million ($0.15 per share); the prior-year quarter included a $24.2 million gain on disposition of assets, compared with $3.5 million in 2026.
AFFO was $1.7 million ($0.04 per share), up from $1.3 million ($0.03 per share).
2026 AFFO per share guidance range is now $0.31 to $0.35, up from $0.30 to $0.35; the board declared a $0.09 quarterly dividend payable October 15, 2026.
Public Storage reported second-quarter 2026 net income of $2.55 per share, up from $1.76 a year earlier, while Core FFO per share fell 2.6% to $4.17 from $4.28. The company raised its full-year 2026 Core FFO per share guidance to $16.75-$17.05 from $16.35-$17.00, and the NSA merger closed on July 22, 2026, which shareholders should weigh alongside the pending PS Canada acquisition.
Q2 2026 net income was $2.55 per share versus $1.76 in Q2 2025; Core FFO was $4.17 versus $4.28.
2026 Core FFO per share guidance midpoint rose by $0.22 to a range of $16.75-$17.05.
Same Store net operating income fell 2.2% in the quarter to $746.4 million, while 2026 Same Store NOI growth guidance was raised to (2.0)%-(0.3)%.
Public Storage agreed on June 22, 2026 to acquire PS Canada for US$1.2 billion, with closing expected in Q3 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.