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).
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.
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
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.
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
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.
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
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.
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.
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.
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.
Cerus reported second-quarter 2026 total revenue of $63.3 million, up 5% from $60.1 million a year earlier, with product revenue up 10% to $57.4 million. The company narrowed its full-year 2026 product revenue guidance by raising the low end to $229 million to $231 million, and its net loss narrowed to $2.9 million, or $0.01 per share, from $5.7 million, or $0.03 per share, a year earlier.
Q2 2026 total revenue $63.3 million vs. $60.1 million in Q2 2025; product revenue $57.4 million, up 10%
Q2 2026 net loss attributable to Cerus $2.9 million ($0.01 per share) vs. $5.7 million ($0.03 per share) in Q2 2025
Product gross margin 51.4% vs. 55.2% a year earlier; company cites weaker U.S. dollar versus the Euro and higher product costs
2026 product revenue guidance now $229 million to $231 million, up from $227 million to $231 million; IFC guidance raised to $23 million to $25 million
Dexcom reported second-quarter 2026 revenue of $1.308 billion, up 13% from a year earlier, and GAAP diluted earnings of $0.64 per share, up from $0.45. The company raised the midpoint of its fiscal 2026 revenue guidance to $5.18 billion to $5.25 billion and increased its margin guidance, which points to stronger results for shareholders than previously expected.
Q2 2026 revenue was $1.308 billion, up from $1.157 billion, with U.S. revenue up 11% and international revenue up 19%.
GAAP net income was $249.1 million, or $0.64 per diluted share, versus $179.8 million, or $0.45, a year earlier.
Fiscal 2026 revenue guidance is $5.18 billion to $5.25 billion, representing about 11% to 13% growth.
Cash, cash equivalents and marketable securities totaled $1.95 billion as of June 30, 2026.
CareDx reported second-quarter 2026 revenue of $132 million, up 52% from a year earlier, and GAAP net income of $111 million, which includes a $113 million gain on the sale of its Lab Products business. The company raised its full-year 2026 revenue guidance to $490 million to $500 million and its adjusted EBITDA guidance to $66 million to $78 million.
Revenue of $132 million versus $87 million in Q2 2025; Testing Services revenue rose 61% to $100 million.
GAAP diluted net income per share was $2.07, versus a loss of $0.16; non-GAAP diluted net income per share was $0.37, versus $0.10.
Adjusted EBITDA was $25 million versus $5 million in Q2 2025.
2026 guidance raised: revenue to $490 million to $500 million (from $447 million to $465 million) and adjusted EBITDA to $66 million to $78 million (from $43 million to $57 million).
Neurocrine Biosciences reported second-quarter 2026 revenue of $959 million, up 39% from $688 million a year earlier, with GAAP diluted earnings per share of $1.39 versus $1.06. The company raised its full-year 2026 INGREZZA net sales guidance to $2.825 billion to $2.875 billion from $2.7 billion to $2.8 billion, and it completed its Soleno Therapeutics acquisition in May 2026.
Total revenue was $959 million in Q2 2026 versus $688 million in Q2 2025.
GAAP net income was $144 million, or $1.39 per diluted share, versus $108 million, or $1.06, a year earlier.
INGREZZA full-year 2026 net product sales guidance was raised to $2.825 billion to $2.875 billion from $2.7 billion to $2.8 billion.
VYKAT XR net product sales were $54 million from May 18, 2026, the Soleno acquisition closing date.
Alignment Healthcare reported second-quarter 2026 total revenue of $1,335.6 million, up 31.6% year-over-year, and net income of $36.6 million, compared with $15.7 million a year earlier. The company raised the midpoint of all its full-year 2026 guidance metrics, including membership, revenue, adjusted gross profit and adjusted EBITDA.
Q2 2026 total revenue was $1,335.6 million, up 31.6% year-over-year; health plan membership was about 294,100, up 31.5%.
Net income was $36.6 million versus $15.7 million; diluted EPS was $0.17 versus $0.07 a year earlier.
Adjusted EBITDA was $68.1 million, a 5.1% margin and up 48.4% year-over-year.
Full-year 2026 guidance: revenue $5,195 million to $5,225 million; adjusted EBITDA $145 million to $163 million.
Monolithic Power Systems reported record second-quarter 2026 revenue of $980.6 million, up 21.9% from the first quarter and 47.6% from a year earlier, with GAAP net income of $257.3 million, or $5.22 per diluted share, compared with $2.81 a year earlier. The company forecast third-quarter 2026 revenue of $1,140 million to $1,160 million and said its Board authorized an additional $500 million for stock repurchases, bringing the total authorization to $1 billion.
Q2 2026 revenue of $980.6 million compared with $804.2 million in Q1 2026 and $664.6 million in Q2 2025; Enterprise Data revenue rose 44.8% from Q1 to $380.6 million.
GAAP diluted EPS of $5.22 for Q2 2026 vs. $3.92 in Q1 2026 and $2.81 in Q2 2025; non-GAAP diluted EPS was $6.50.
Q3 2026 outlook: revenue of $1,140 million to $1,160 million and GAAP gross margin of 55.2% to 55.8%.
Board authorized an additional $500 million for stock repurchases, bringing total current authorization to $1 billion.
Graham Holdings reported second quarter 2026 revenue of $1,302.5 million, up 7% from a year earlier, and operating income of $83.6 million, up from $72.8 million. Diluted earnings per share were $64.86, versus $8.35 a year earlier, mainly due to a $137.0 million pre-tax noncash pension settlement gain; excluding non-GAAP items, adjusted diluted EPS was $19.46 versus $14.33.
Q2 2026 revenue $1,302.5 million, up 7% from $1,215.8 million; operating income $83.6 million versus $72.8 million
Diluted EPS $64.86 versus $8.35; adjusted (non-GAAP) diluted EPS $19.46 versus $14.33
Pension annuity purchase settled $124.3 million of obligations, producing a $137.0 million pre-tax noncash settlement gain in Q2
Borrowings $900.4 million at June 30, 2026; cash, marketable equity securities and other investments $1,297.4 million
Valero reported second-quarter 2026 net income attributable to stockholders of $3.7 billion, or $12.62 per share, up from $714 million, or $2.28 per share, a year earlier. Revenue rose to $44.5 billion from $29.9 billion, and the company returned $2.6 billion to stockholders, which matters to shareholders because it shows higher earnings and continued cash returns.
Q2 2026 operating income was $5.2 billion, compared with $997 million in Q2 2025; Refining operating income was $4.5 billion.
Renewable Diesel segment (Diamond Green Diesel joint venture) posted $717 million of operating income, compared with an operating loss of $79 million a year earlier.
Adjusted earnings per share were $12.54, and a regular quarterly dividend of $1.20 per share was declared on July 16, 2026.
Stockholder cash returns totaled $2.6 billion, and the St. Charles FCC Unit optimization project is still expected to begin operations in Q3 2026.
Vericel reported second quarter 2026 total revenue of $77.5 million, up 22% from a year earlier, and net income of $2.2 million, or $0.04 per diluted share, compared with a net loss of $0.6 million in the same quarter of 2025. The company raised its full-year 2026 total revenue guidance to $330 million to $340 million and authorized a $200 million share repurchase program.
Q2 2026 total revenue was $77.5 million, up from $63.2 million; MACI net revenue was $65.5 million
Net income was $2.2 million, or $0.04 per diluted share, versus a net loss of $0.6 million in Q2 2025; gross margin was 73% versus 74%
Full-year 2026 total revenue guidance raised to $330 million to $340 million from $326 million to $336 million
Board authorized a $200 million share repurchase program; the company reported approximately $227 million in cash and investments and no debt
Intercontinental Exchange reported second quarter 2026 net revenues of $2.7 billion, up 5% year over year, and GAAP diluted EPS of $1.69, up 14%. Adjusted diluted EPS was $1.90, up 5%, and the board raised the share repurchase authorization to up to $4.0 billion effective July 1, 2026, which supports continued capital returns to stockholders.
Q2 2026 net revenues of $2.7 billion, up 5% year over year; GAAP operating income of $1.4 billion, up 7%
GAAP diluted EPS of $1.69 (up 14%); adjusted diluted EPS of $1.90 (up 5%)
Through June 30, 2026, returned $1.8 billion to stockholders, including $1.2 billion in share repurchases
Board approved share repurchase authorization increase to up to $4.0 billion, effective July 1, 2026
Leonardo DRS reported second-quarter 2026 revenue of $913 million, up 10% year over year, and net earnings of $86 million, up 59%. The company raised its 2026 guidance for Adjusted EBITDA and Adjusted Diluted EPS and announced a $450 million acquisition of Raft, which the guidance excludes.
Second-quarter revenue was $913 million, up 10%; diluted EPS was $0.32, up from $0.20 a year earlier
Adjusted Diluted EPS guidance raised to $1.34 to $1.39 from $1.26 to $1.30; Adjusted EBITDA guidance raised to $525 million to $540 million from $515 million to $530 million
Pending $450 million acquisition of Raft; the company said the guidance excludes this deal
Quarterly cash dividend of $0.09 per share declared, payable August 27, 2026 to holders of record on August 13, 2026
HII reported second-quarter 2026 revenue of $3.4 billion, up 10.9% from a year earlier, and net earnings of $208 million, or $5.27 per diluted share, compared with $152 million, or $3.86 per share, in the second quarter of 2025. The company raised its FY26 shipbuilding revenue guidance and the low end of its shipbuilding operating margin guidance, but free cash flow was negative $150 million in the quarter.
Q2 2026 revenue of $3.4 billion, up 10.9%; net earnings of $208 million, up from $152 million; diluted EPS of $5.27 vs. $3.86
FY26 shipbuilding revenue guidance raised to $10.2 billion to $10.4 billion from $9.7 billion to $9.9 billion
Shipbuilding operating margin guidance low end raised; range now 6.0% to 6.5%, from 5.5% to 6.5%
Free cash flow was negative $150 million in Q2; company reaffirmed its FY26 free cash flow outlook of $500 million to $600 million
Laureate Education reported second-quarter 2026 revenue of $615.9 million, up 17% as reported and 8% on a constant currency basis, with net income of $137.1 million versus $97.4 million a year earlier. The company raised its full-year 2026 outlook for revenue, Adjusted EBITDA and Adjusted EPS, and added $150 million to its share repurchase authorization, which has no fixed expiration date.
Q2 2026 revenue was $615.9 million, up 17% as reported and 8% in constant currency; operating income was $223.4 million.
Q2 2026 diluted earnings per share were $0.98, compared with $0.65 in Q2 2025.
Full-year 2026 guidance: revenue $1,920 million to $1,930 million; Adjusted EBITDA $593 million to $599 million; Adjusted EPS $2.04 to $2.10.
The Board approved a $150 million increase to the stock repurchase authorization; net debt was $61.5 million as of June 30, 2026.
Bristol Myers Squibb reported second-quarter 2026 revenue of $13.0 billion, up 6% from a year earlier, and GAAP earnings of $1.62 per share, up from $0.64. The company raised its full-year 2026 revenue guidance to approximately $49.0 billion to $50.0 billion from $46.0 billion to $47.5 billion, and its non-GAAP EPS range to $6.75 to $7.00 from $6.05 to $6.35, which matters to shareholders because it signals higher expected profit for the year.
Q2 revenue was $12,973 million, up 6% (5% excluding foreign exchange); Growth Portfolio revenue rose 15% to $7.6 billion while Legacy Portfolio revenue fell 4% to $5.4 billion.
GAAP EPS was $1.62 versus $0.64 a year earlier; non-GAAP EPS was $2.04 versus $1.46.
2026 non-GAAP revenue guidance was raised to approximately $49.0 billion to $50.0 billion; non-GAAP EPS guidance was raised to $6.75 to $7.00.
Worldwide Eliquis revenue growth guidance for 2026 was raised to 20% to 25%, from 10% to 15%.
Crocs reported second-quarter 2026 revenue of $1,179 million, up 2.6%, and adjusted diluted earnings per share of $4.55, up 7.6% from $4.23. The company raised its full-year 2026 adjusted diluted EPS guidance to $13.70 to $14.00 from $13.20 to $13.75 and increased its share repurchase authorization by $1.5 billion, leaving about $2.0 billion available.
Q2 2026 revenue was $1,179 million, up 2.6%; Crocs Brand revenue passed $1 billion, and DTC revenue rose 12.0%.
GAAP diluted EPS was $4.13, compared with a loss of $8.82 in Q2 2025, which included HEYDUDE impairment charges.
Full-year 2026 revenue growth guidance was raised to 1% to 2% from down 1% to up 1%.
Third-quarter 2026 adjusted diluted EPS is expected at $3.20 to $3.30, with revenue approximately flat year over year.
Yum! Brands reported second-quarter 2026 results, with total revenues of $2.17 billion, up 12% from $1.93 billion a year earlier, and GAAP diluted EPS of $3.08 versus $1.33. EPS excluding Special Items rose 12% to $1.62, while worldwide Core Operating Profit grew 5%. The filing also notes that Yum! agreed on June 16, 2026 to sell Pizza Hut, and the GAAP result includes a $449 million Special Items tax benefit.
Total revenues $2,169 million in Q2 2026 versus $1,933 million in Q2 2025, up 12%
GAAP net income $853 million versus $374 million, including a Special Items tax benefit of $449 million
EPS excluding Special Items $1.62 versus $1.44, up 12%; Worldwide Core Operating Profit up 5%
Taco Bell same-store sales grew 7% and KFC same-store sales grew 2% in the quarter
Steve Madden reported second-quarter 2026 revenue of $665.9 million, up 19.1% from a year earlier, and GAAP net income attributable to the company of $27.7 million, or $0.38 per diluted share, compared with a loss of $39.5 million a year earlier. The company raised its fiscal 2026 revenue growth and adjusted diluted EPS outlook while keeping its GAAP diluted EPS guidance of $2.55 to $2.65 unchanged. The filing also announces that Ken Pilot will join the board effective October 1, 2026, and declares a $0.21 quarterly dividend.
Q2 2026 revenue rose 19.1% to $665.9 million, versus $559.0 million in Q2 2025.
GAAP diluted EPS was $0.38 versus a loss of $0.56; adjusted diluted EPS was $0.44 versus $0.20.
Fiscal 2026 revenue growth outlook raised to 11% to 13%, from 10% to 12%; adjusted diluted EPS outlook raised to $2.05 to $2.15, from $2.00 to $2.10.
Ken Pilot joins the board effective October 1, 2026; quarterly dividend of $0.21 per share is payable September 24, 2026.
Hyatt reported second-quarter 2026 net income attributable to the company of $110 million, or $1.14 diluted EPS, compared with a loss of $3 million, or $(0.03) per share, a year earlier. The company raised its full-year 2026 system-wide hotels RevPAR growth outlook to 3.5% to 4.5% and projected net income of $250 million to $335 million, versus a 2025 net loss of $52 million. Net Package RevPAR for all-inclusive resorts fell 1.2%, and the company said recovery in Mexico has been slower than expected.
Q2 2026 gross fees rose 7.8% to $324 million; adjusted EBITDA was $297 million, up 3.4%
2026 adjusted EBITDA outlook is $1,155 million to $1,205 million, an increase of 13% to 18% over 2025
Distribution segment adjusted EBITDA declined in Q2, and is expected to fall about $25 million for full-year 2026 versus 2025
Quarterly dividend of $0.15 per share is payable September 10, 2026 to holders of record as of August 27, 2026
Labcorp reported second-quarter 2026 revenue of $3.73 billion, up 5.8% from a year earlier, and diluted EPS of $3.64, up from $2.84. The company raised its full-year 2026 adjusted EPS guidance to $18.10 to $18.55 and increased its share repurchase authorization by $1.0 billion, leaving $1.4 billion remaining, which points to stronger results and more capital returned to shareholders.
Q2 2026 revenue was $3.73 billion versus $3.53 billion, up 5.8%
Adjusted EPS was $4.99 versus $4.35, up 14.9%; diluted EPS was $3.64 versus $2.84
2026 adjusted EPS guidance raised to $18.10 to $18.55, up 30 cents at the midpoint
Share repurchase authorization increased by $1.0 billion, bringing remaining authorization to $1.4 billion
Life Time reported second-quarter 2026 revenue of $866.0 million, up 13.7%, and net income of $101.4 million, up 40.6%, with diluted EPS of $0.45 versus $0.32 a year earlier. The company raised its full-year 2026 outlook for revenue, net income and Adjusted EBITDA, which signals stronger expected earnings for shareholders.
Q2 2026 total revenue $866.0 million, up 13.7%; net income $101.4 million, up 40.6%; diluted EPS $0.45 versus $0.32
2026 total revenue guidance raised to $3,350 million to $3,375 million from $3,320 million to $3,350 million
2026 net income guidance raised to $358 million to $363 million from $340 million to $345 million; Adjusted EBITDA guidance raised to $940 million to $955 million from $925 million to $940 million
PBF Energy reported second quarter 2026 income from operations of $1,272.1 million, compared with $43.0 million a year earlier, and net income attributable to PBF Energy Inc. of $906.4 million, or $7.54 per diluted share. Results include a $250.0 million gain on insurance recoveries tied to the Martinez refinery fire; excluding special items, operating income was $1,054.0 million. The company also declared a $0.275 quarterly dividend and reduced its 2026 capital expenditure guidance to $825-$875 million, excluding Martinez rebuild capital.
Revenues were $11,678.3 million in Q2 2026, up from $7,475.3 million in Q2 2025.
Diluted earnings were $7.54 per share, compared with a loss of $(0.05) per share a year earlier; excluding special items, adjusted fully-converted EPS was $6.22.
Quarterly dividend of $0.275 per share is payable August 28, 2026, to holders of record on August 14, 2026.
2026 capital expenditure guidance was lowered to $825-$875 million, excluding Martinez rebuild capital.
Hershey reported second-quarter 2026 net sales of $2,787.3 million, up 6.6%, and reported net income of $457.7 million, or $2.26 per diluted share, versus $0.31 a year earlier. The company narrowed its 2026 outlook: adjusted EPS growth is now expected at 32.5% to 35%, up from 30% to 35%, and net sales growth at 4.5% to 5%. For shareholders, sales and profit both rose, and the low end of the adjusted EPS and net sales ranges moved higher.
Q2 2026 net sales of $2,787.3 million, up 6.6%; organic constant currency net sales up 3.6%
Q2 reported EPS of $2.26 versus $0.31 in Q2 2025; adjusted EPS of $1.90, up 57.0%
2026 adjusted EPS growth outlook now 32.5% to 35% (prior 30% to 35%); reported EPS growth 82% to 89% (prior 79% to 89%)
North America Salty Snacks segment income fell 5.9% to $62.6 million; International segment posted a $5.1 million loss
Darling Ingredients reported second quarter 2026 net income of $387.3 million, or $2.41 per diluted share, compared with $12.7 million, or $0.08 per share, a year earlier. Total net sales rose to $1.7 billion from $1.5 billion, and combined Adjusted EBITDA was $741.7 million versus $249.5 million, with the company crediting its Diamond Green Diesel joint venture and debt reduction. The company also guided third quarter core ingredients Adjusted EBITDA to $325-340 million.
Net income of $387.3 million ($2.41 per diluted share) for the quarter ended July 4, 2026, versus $12.7 million ($0.08) a year earlier
Total net sales of $1.7 billion, up from $1.5 billion; combined Adjusted EBITDA of $741.7 million, up from $249.5 million
Third quarter 2026 core ingredients Adjusted EBITDA guidance of approximately $325-340 million; company expects year-end 2026 net debt at or below $3 billion
Reduced net debt by $223.0 million and repurchased $73.0 million of common stock during the quarter
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