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).
World Kinect reported second quarter 2026 revenue of $13.6 billion, up 50% from $9.0 billion a year earlier, and GAAP net income attributable to the company of $48 million, or $0.94 per diluted share, compared with a loss of $6.06 per share in the prior-year quarter. The company raised its full-year 2026 adjusted EPS guidance to $3.20 to $3.40 per share from $2.65 to $2.85, and increased its regular quarterly dividend by 15%, which the company linked to favorable market volatility and its streamlined portfolio.
Q2 2026 revenue was $13.6 billion, up 50% from $9.0 billion; gross profit was $365 million, up 57%
GAAP diluted EPS was $0.94 versus a loss of $6.06 in Q2 2025; adjusted EPS was $1.29 versus $0.59
Full-year 2026 adjusted EPS guidance raised to $3.20-$3.40, an increase of about 20% from the prior midpoint
Regular quarterly dividend increased 15%; the company repurchased $14 million of common stock in the quarter
PECO reported second-quarter 2026 results on July 23, 2026, with net income attributable to stockholders of $41.1 million, up from $12.8 million a year earlier. The company also raised its full-year 2026 Core FFO per diluted share guidance to $2.73 to $2.79 from $2.72 to $2.78, and raised its gross acquisitions guidance to $500 million to $600 million. Higher earnings and a higher outlook are positive for shareholders, though the quarter's net income included a $19.4 million gain on property disposals.
Q2 2026 net income attributable to stockholders was $41.1 million, or $0.33 per diluted share, versus $12.8 million, or $0.10, in Q2 2025.
Q2 2026 Core FFO was $95.5 million, or $0.69 per diluted share, up from $0.64 in Q2 2025.
Updated full-year 2026 Core FFO guidance is $2.73 to $2.79 per diluted share, up from $2.72 to $2.78; gross acquisitions guidance is $500 million to $600 million, up from $400 million to $500 million.
Leased portfolio occupancy was 97.3% as of June 30, 2026, compared with 97.4% a year earlier.
Digital Realty reported second-quarter 2026 revenue of $1.9 billion, up 29% from a year earlier, and Core FFO of $2.65 per diluted share, up from $1.87. The company raised its 2026 Core FFO per share outlook excluding net promote to $8.15 to $8.20, from $8.00 to $8.10 in April, which points to stronger expected earnings for shareholders.
Core FFO per share was $2.65 in Q2 2026 versus $1.87 a year earlier; excluding net promote, it was $2.13 versus $2.04 in the prior quarter
Net promote income of $188 million was included in Core FFO, tied to three data centers in a development joint venture
2026 Core FFO per share outlook excluding net promote raised to $8.15 to $8.20 as of July 23, 2026
Q2 2026 net income available to common stockholders was $443 million, or $1.21 per share, compared with $0.46 in the prior quarter
Union Pacific reported second quarter 2026 net income of $2.0 billion, up 6%, and diluted EPS of $3.36, up 7%, with operating revenue of $6.9 billion, up 12%. Adjusted diluted EPS was $3.41, up 13%, and the company said reported EPS growth for 2026 increased to high-single digits, which it said is consistent with its 3-year target. Higher fuel prices weighed on margins, with the operating ratio rising to 59.7%.
Diluted EPS of $3.36 (up 7%) and adjusted diluted EPS of $3.41 (up 13%) for the quarter ended June 30, 2026
Operating revenue of $6.9 billion, up 12%; freight revenue excluding fuel surcharge grew 4%
Reported operating ratio of 59.7%, up 70 basis points; higher fuel prices unfavorably affected the ratio by 120 basis points
2026 outlook: reported EPS growth increased to high-single digit; capital plan of $3.3 billion and consistent annual dividend increases affirmed
Albertsons reported first-quarter fiscal 2026 net income of $84.7 million, or $0.17 per share, down from $236.4 million, or $0.41 per share, a year earlier, with identical sales down 0.8%. The company lowered its fiscal 2026 guidance for adjusted EBITDA and adjusted EPS and announced the ACI Edge operating realignment, which it says will accelerate investment in customer value and execution, a shift that will weigh on near-term profit for shareholders.
Net income was $84.7 million, or $0.17 per share, versus $236.4 million, or $0.41 per share, in the prior-year quarter.
Adjusted EBITDA was $1,013.2 million, down from $1,111.0 million; identical sales fell 0.8%, while digital sales rose 13%.
Fiscal 2026 adjusted EBITDA guidance was cut to $3.550 billion to $3.625 billion from $3.850 billion to $3.925 billion.
Adjusted net income per share guidance was lowered to $1.75 to $1.85 from $2.22 to $2.32.
West Pharmaceutical Services reported second-quarter 2026 net sales of $872.3 million, up 13.8%, and diluted EPS of $2.15, up 18.1%. The company raised its full-year 2026 net sales guidance to $3.345 billion to $3.380 billion and its adjusted-diluted EPS guidance to $8.85 to $9.05, which suggests stronger expected profitability for shareholders.
Q2 2026 net sales of $872.3 million rose 13.8%; organic growth was 12.7%, led by HVP Components at $424.1 million, up 19.4%.
Q2 diluted EPS was $2.15, up from $1.82; adjusted-diluted EPS was $2.37, up 28.8%.
Full-year 2026 adjusted-diluted EPS guidance rose to $8.85 to $9.05 from $8.40 to $8.75.
Q3 2026 adjusted-diluted EPS guidance is $2.14 to $2.24, and Q3 net sales are expected at $820 million to $835 million.
Roper Technologies reported second quarter 2026 revenue of $2.11 billion, up 9% from a year earlier, and adjusted DEPS of $5.38, up 10%. The company raised its full-year 2026 adjusted DEPS guidance to $22.15-$22.30 from $21.80-$22.05 and repurchased $1.2 billion of stock during the quarter. For shareholders, the higher outlook and buybacks point to improved per-share results, although GAAP results were boosted by an $835 million pretax equity investment gain tied to Indicor.
Q2 2026 revenue rose 9% to $2.11 billion: organic growth 5%, acquisitions 3%.
Adjusted DEPS rose 10% to $5.38; GAAP DEPS was $11.62, up 233%, including the $835 million pretax Indicor-related gain.
Full-year 2026 adjusted DEPS guidance raised to $22.15-$22.30 from $21.80-$22.05; Q3 2026 adjusted DEPS expected at $5.75-$5.80.
Repurchased 3.6 million shares for $1.2 billion in Q2; program to date totals 9.0 million shares for $3.2 billion.
Dover reported second-quarter 2026 revenue of $2.2 billion, up 7% (5% organic), and GAAP diluted EPS from continuing operations of $2.31, up 14%. The company raised its full-year 2026 adjusted EPS guidance to $10.55 to $10.75, with GAAP EPS guidance of $8.94 to $9.14. The filing does not state the prior guidance range, so the size of the increase cannot be determined from it.
Q2 2026 GAAP diluted EPS from continuing operations was $2.31, up 14%; adjusted diluted EPS was $2.74, up 12%
Q2 2026 revenue was $2.2 billion, up 7% (5% organic); earnings from continuing operations were $313 million, up 12%
2026 full-year guidance: GAAP EPS of $8.94 to $9.14 and adjusted EPS of $10.55 to $10.75, on revenue growth of 6% to 8%
Results will be discussed on a conference call and webcast on July 23, 2026 at 9:30 a.m. Eastern time
Harley-Davidson reported second quarter 2026 revenue of $1.2 billion, down 6% from a year earlier, with net income attributable to the company of $80 million, down 26%, and diluted EPS of $0.75, down 15%. The company also raised its full-year 2026 guidance for motorcycle retail sales, wholesale shipments, and HDMC and HDFS operating income, which may matter to shareholders because the outlook improved while quarterly profit declined.
Q2 2026 revenue was $1.2 billion versus $1.3 billion a year earlier; operating income was $76 million versus $112 million, down 32%.
HDMC operating income guidance for 2026 is now $10 million to $50 million, up from a previous range of a $40 million loss to a $10 million profit.
HDMC retail sales guidance was raised to 133,500 to 138,500 units from 130,000 to 135,000 units.
HDFS operating income guidance was raised to $55 million to $65 million from $45 million to $60 million.
Lockheed Martin reported second quarter 2026 sales of $20.1 billion, up 11% from a year earlier, and net earnings of $1.8 billion, or $7.94 per diluted share, compared with $342 million, or $1.46 per share, in the prior-year quarter that included $1.6 billion of program losses. The company raised its full-year 2026 outlook for sales, segment operating profit, diluted EPS and free cash flow, and reported a record backlog of $230 billion.
Q2 2026 sales $20.1 billion vs. $18.2 billion in Q2 2025; net earnings $1.8 billion, or $7.94 per diluted share, vs. $1.46 per share
Free cash flow $2.9 billion in Q2 2026 vs. $(150) million in Q2 2025; record backlog of $230 billion
Company signed a $35 billion multi-year THAAD contract with the Missile Defense Agency and announced an agreement to acquire Ultra Maritime
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.