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).
Getty Realty reported second quarter 2026 net earnings of $0.36 per share, up from $0.24 a year earlier, with AFFO of $0.62 per share against $0.59. The company raised its 2026 AFFO per share guidance to $2.52 to $2.54 from $2.50 to $2.52, and it has invested $172.1 million year to date, which the filing says supports its outlook for the second half.
Q2 2026 net earnings of $0.36 per share vs. $0.24 in Q2 2025; FFO of $0.59 per share vs. $0.49
Q2 2026 revenues from rental properties of $58.6 million vs. $52.7 million, with total revenues of $59.1 million
2026 AFFO guidance raised to $2.52-$2.54 per diluted share from $2.50-$2.52; excludes prospective acquisitions, dispositions and capital markets activity
Year-to-date investments of $172.1 million as of the release date; committed pipeline of more than $95.0 million as of July 22, 2026
NETSTREIT reported second-quarter 2026 results on July 22, 2026, with diluted AFFO per share of $0.35, up from $0.33 a year earlier, and diluted net income per share of $0.06, up from $0.04. The company raised its full-year 2026 AFFO per share guidance to $1.37-$1.39 from $1.36-$1.39, raised its net investment guidance to $700 million-$800 million from $550 million-$650 million, and increased its quarterly dividend 2.3% to $0.225 per share.
Q2 2026 AFFO per diluted share was $0.35 versus $0.33 in Q2 2025; FFO per diluted share was $0.34 versus $0.31.
Gross investment activity totaled $298.9 million in the quarter at a 7.4% blended cash yield.
2026 net investment guidance was raised to $700 million-$800 million from $550 million-$650 million.
Quarterly dividend increased to $0.225 per share, payable September 15, 2026 to holders of record on September 1, 2026.
Essential Properties Realty Trust reported second quarter 2026 results on July 22, 2026, with diluted net income per share of $0.34, up from $0.32 a year earlier, and AFFO per share of $0.50, up from $0.46. The company raised its 2026 AFFO per share guidance to $2.01 to $2.05 and its 2026 investment volume guidance to $1.2 billion to $1.5 billion, which signals higher expected cash earnings and portfolio growth for shareholders.
Q2 2026 diluted net income per share was $0.34 versus $0.32 in Q2 2025; diluted AFFO per share was $0.50 versus $0.46.
Total revenues were $161.9 million for the quarter versus $137.1 million a year earlier.
2026 AFFO per share guidance is $2.01 to $2.05; 2026 investment volume guidance is $1.2 billion to $1.5 billion.
The company closed $332.4 million of investments in the quarter at a 7.8% weighted average cash cap rate and declared a $0.32 per share dividend for the quarter ended June 30, 2026.
IBM reported second-quarter 2026 revenue of $17.2 billion, up 1% from a year earlier, while GAAP diluted earnings per share fell to $2.27 from $2.31. The company now expects full-year 2026 constant currency revenue growth of 4% to 5% and continues to expect free cash flow to rise by about $1 billion year over year. Shareholders get mixed signals: revenue edged up and operating (non-GAAP) EPS rose 5% to $2.93, but GAAP earnings declined.
Q2 2026 revenue $17.2 billion, up 1%; GAAP gross profit margin 57.7%, down 1.0 points
GAAP diluted EPS $2.27 vs $2.31 a year earlier; operating (non-GAAP) diluted EPS $2.93, up 5%
Full-year 2026 outlook: constant currency revenue growth of 4% to 5%; free cash flow expected to rise about $1 billion
Board declared a quarterly dividend of $1.69 per share, payable September 10, 2026, to holders of record on August 10, 2026
Southwest reported second quarter 2026 net income of $233 million, or $0.47 diluted EPS, up from $213 million, or $0.39, a year earlier, on operating revenues of $8.4 billion, up 16.4%. The company lowered its full-year 2026 adjusted EPS guidance to $3.25 to $4.25, replacing its prior expectation of at least $4.00, citing fuel costs in a volatile fuel environment.
Q2 2026 net income $233 million, $0.47 diluted EPS, versus $213 million, $0.39 in Q2 2025; adjusted diluted EPS $0.94 versus $0.43
Q2 operating revenues $8.4 billion, up 16.4%, including a $285 million breakage revenue adjustment that the company excluded from adjusted results
Full-year 2026 adjusted EPS guidance now $3.25 to $4.25, replacing prior expectation of at least $4.00
Third quarter 2026 adjusted EPS guidance $0.50 to $0.75; Q2 fuel cost $3.92 per gallon, up $889 million year-over-year
Travel + Leisure Co. reported second-quarter 2026 net revenue of $1.06 billion, up 4%, and net income of $109 million, with diluted earnings per share of $1.72 versus $1.62 a year earlier. The company raised its full-year 2026 Adjusted EBITDA guidance to $1,065 million to $1,085 million and said it announced two acquisitions that add more than 100,000 owners. The Travel and Membership segment weakened, with revenue down 5% and Adjusted EBITDA down 11%.
Q2 net income of $109 million; diluted EPS of $1.72 versus $1.62 in Q2 2025
Full-year 2026 Adjusted EBITDA guidance raised to $1,065 million to $1,085 million
Travel and Membership revenue fell 5% to $157 million; segment Adjusted EBITDA fell 11% to $49 million
Returned $125 million to shareholders in Q2, including $88 million of share repurchases; $745 million remained on the authorization at June 30, 2026
GE Vernova reported second-quarter 2026 revenue of $11.1 billion, up 22% from a year earlier, and net income of $649 million, up from $492 million. Diluted EPS was $2.47 versus $1.86, and the company raised its full-year 2026 revenue and free cash flow guidance, which benefits shareholders if the outlook holds.
Q2 2026 revenue of $11.1 billion, up 22% (12% organically); net income $649 million vs. $492 million; diluted EPS $2.47 vs. $1.86
2026 revenue guidance raised to $45.5-$46.5 billion from $44.5-$45.5 billion
2026 free cash flow guidance raised to $11.5-$12.5 billion from $6.5-$7.5 billion
Wind segment revenue fell 10% to $2.0 billion and its EBITDA loss widened to $275 million
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.