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).
Extra Space Storage reported second-quarter 2026 net income of $1.25 per diluted share, up 5.9% from a year earlier, and Core FFO of $2.15 per diluted share, up 4.9%. The company raised its full-year 2026 Core FFO estimate to $8.25 to $8.40 per share from $8.05 to $8.35, which signals a higher expected earnings level for shareholders.
Q2 2026 net income of $1.25 per diluted share, up 5.9% from the same period in 2025
Q2 2026 Core FFO of $2.15 per diluted share, up 4.9%; same-store NOI rose 3.5%
2026 Core FFO outlook raised to $8.25 to $8.40 per share from $8.05 to $8.35 (July 28, 2026)
Same-store occupancy was 94.2% at June 30, 2026, versus 94.4% a year earlier
Chemed reported second-quarter 2026 revenue of $673.3 million, up 8.8%, and GAAP diluted EPS of $5.13, up 43.7% from the prior-year quarter. The company raised its full-year 2026 adjusted diluted EPS guidance to $25.00 to $25.75, mainly because VITAS performed better than expected, which benefits shareholders.
Q2 2026 revenue $673.3 million, up 8.8%; adjusted diluted EPS $6.06, up 41.9%
VITAS net patient revenue $443.3 million, up 11.9%; Roto-Rooter revenue $229.9 million, up 3.3%
2026 adjusted diluted EPS guidance raised to $25.00-$25.75 from $24.00-$24.75
Repurchased 210,000 shares for $89.8 million in the quarter; about $139.8 million authorization remains
Crane Company reported second quarter 2026 results on July 28, 2026, with GAAP EPS from continuing operations of $1.63, up from $1.37, and record adjusted EPS of $1.79, up from $1.52. Net sales rose 25.6% to $724.7 million, with 5.2% core growth and 19.8% from acquisitions, and the company raised its full-year adjusted EPS outlook to $6.85-$7.05 from $6.65-$6.85. Adjusted results exclude tariff refunds, and the filing notes that acquisitions drove much of the sales growth.
Q2 GAAP EPS from continuing operations was $1.63 versus $1.37 a year earlier; adjusted EPS was a record $1.79 versus $1.52.
Net sales were $724.7 million, up 25.6%: 5.2% core growth, 19.8% from acquisitions and 0.6% from foreign exchange.
Full-year 2026 adjusted EPS outlook raised to $6.85-$7.05 from $6.65-$6.85.
Quarterly dividend of $0.255 per share is payable September 9, 2026 to shareholders of record as of August 31, 2026.
Acadia Realty Trust reported second quarter 2026 results and raised its full-year 2026 guidance for net earnings, NAREIT FFO and FFO As Adjusted. Quarterly net earnings per share rose to $0.05 from $0.01, mainly due to a gain on sale of properties, while total revenues fell to $95.4 million from $100.6 million.
Q2 2026 FFO As Adjusted was $44.7 million, or $0.31 per share, versus $0.28 in Q2 2025
Full-year 2026 FFO As Adjusted guidance raised to $1.24-$1.26 per share from $1.22-$1.26
Q2 2026 total revenues were $95.4 million, down from $100.6 million a year earlier
Same-property NOI grew 8.7% in the REIT Portfolio for the quarter
Huron Consulting Group reported second-quarter 2026 revenues before reimbursable expenses of $465.6 million, up 15.7%, and net income of $31.2 million, up 60.8%, with diluted EPS of $1.91. The company raised its full-year 2026 guidance, now expecting RBR of $1.85 billion to $1.89 billion and adjusted diluted EPS of $9.00 to $9.40. Q2 2025 net income included an $8.2 million non-cash impairment charge, net of tax, which affects the year-over-year comparison.
Q2 2026 RBR was $465.6 million, up $63.1 million from $402.5 million in Q2 2025; organic growth was 10.8% excluding $19.5 million from acquisitions
Q2 2026 diluted EPS was $1.91 versus $1.09 a year earlier; adjusted diluted EPS was $2.46 versus $1.89
Full-year 2026 guidance: RBR of $1.85 billion to $1.89 billion, adjusted EBITDA margin of 14.5% to 15.0% of RBR, and adjusted diluted EPS of $9.00 to $9.40
Repurchased $53.1 million of stock in Q2 2026; year-to-date repurchases totaled $208.6 million, or 9.0% of shares outstanding as of December 31, 2025
Zurn Elkay Water Solutions reported second-quarter 2026 results on July 28, with net sales of $491 million, up from $445 million a year earlier, and adjusted EPS of $0.50 versus $0.42. The company said it is raising its full-year outlook, with 2026 adjusted EBITDA now expected between $503 million and $513 million. GAAP results include a one-time $47.6 million benefit from IEEPA tariff refunds, which the company excluded from adjusted EBITDA.
Net sales $491 million, up 10% year over year; core sales also grew 10%
Adjusted EPS $0.50 vs. $0.42; diluted EPS from continuing operations $0.67 vs. $0.29, including the tariff refund
Full-year 2026 adjusted EBITDA guidance of $503 million to $513 million; free cash flow expected at least $350 million
Repurchased $50 million of stock in the quarter, $100 million in the first half; investor call set for July 29, 2026
Bloom Energy reported record second-quarter 2026 revenue of $1,065.4 million, up 165.5% from a year earlier, and GAAP net profit to common stockholders of $196.3 million versus a loss of $42.6 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, which it says represents 100% growth at the midpoint.
Q2 2026 revenue $1,065.4 million, up 165.5% from $401.2 million in Q2 2025; product revenue $935.4 million
GAAP diluted EPS $0.62 versus a loss of $(0.18) a year earlier; non-GAAP diluted EPS $0.78
Full-year 2026 guidance raised: revenue $3.9 billion to $4.2 billion; non-GAAP operating income $800 million to $900 million; non-GAAP EPS $2.55 to $2.85
Cash flow from operating activities $226.4 million in Q2 2026 versus negative $213.1 million a year earlier
NeoGenomics reported second-quarter 2026 revenue of $202 million, up 11% from a year earlier, and GAAP net income of $2 million compared with a net loss of $45 million in the same quarter of 2025. The company raised its full-year 2026 revenue and adjusted EBITDA guidance, which signals improved expectations for shareholders, though GAAP net income includes an $11 million gain on debt extinguishment.
Q2 2026 revenue was $202 million, up 11%; clinical services revenue rose 14% and NGS revenue rose 26%.
GAAP net income was $2 million versus a $45 million net loss a year earlier, including an $11 million gain on extinguishment of debt.
Adjusted EBITDA rose 36% to $14 million in the quarter.
Full-year 2026 revenue guidance was raised to $802 million to $806 million from $797 million to $803 million; adjusted EBITDA guidance rose to $56 million to $58 million from $55 million to $57 million.
EXL reported second-quarter 2026 revenue of $594.8 million, up 15.6% from a year earlier, and raised its full-year 2026 guidance. The company now expects total revenue of $2.390 billion to $2.415 billion, up from $2.30 billion to $2.33 billion, and adjusted diluted EPS of $2.25 to $2.29, up from $2.18 to $2.23. Operating income margin slipped to 14.7% from 15.8%, and GAAP net income was $64.5 million versus $66.1 million a year earlier.
Q2 2026 revenue was $594.8 million, up 15.6% year over year; adjusted diluted EPS was $0.59, up from $0.49.
Full-year 2026 revenue guidance raised to $2.390 billion to $2.415 billion, including $28.0 million to $32.0 million from the iMerit acquisition expected to close July 31, 2026.
Organic constant-currency revenue growth guidance raised to 13% to 14% from 10% to 12%.
Adjusted diluted EPS guidance raised to $2.25 to $2.29 from $2.18 to $2.23; GAAP diluted EPS was $0.42 versus $0.40 a year earlier.
Universal Health Services reported second-quarter 2026 net income attributable to UHS of $358.4 million, or $5.98 per diluted share, up from $353.2 million, or $5.43, a year earlier, on net revenues up 8.3% to $4.638 billion. The company also lowered the midpoint of its 2026 adjusted EPS forecast by 2.6% to a range of $22.28 to $23.65, which means shareholders face a lower earnings outlook than the company gave in February.
Q2 2026 net income attributable to UHS was $358.4 million, or $5.98 per diluted share, versus $5.43 a year earlier; the company reported no adjustments for the quarter.
Q2 results included a net pre-tax benefit of about $72 million: $100 million from the Florida Medicaid managed care directed payment program, less a $28 million increase to professional and general liability reserves.
Revised 2026 adjusted EPS-diluted forecast is $22.28 to $23.65 per share, down from $22.64 to $24.52 in the original forecast; the midpoint of adjusted EBITDA net of NCI fell 1.9%.
The company repurchased 1.890 million shares in Q2 2026 for about $320.3 million, with about $977.6 million of authorization remaining as of June 30, 2026.
Ecolab reported second-quarter 2026 net sales of $4.4 billion, up 10%, with adjusted diluted EPS up 11% to $2.09 and reported diluted EPS up 3% to $1.90. The company raised its full-year 2026 adjusted diluted EPS outlook to $8.05 to $8.25, up from its prior $8.03 to $8.23 range, which gives shareholders a higher earnings expectation. Reported results include special charges, and Ecolab expects 2026 special charges of about $0.75 to $0.80 per share.
Q2 net sales were $4.4 billion, up 10%; organic sales growth accelerated to 5%.
Reported diluted EPS was $1.90, up 3%; adjusted diluted EPS was $2.09, up 11%.
2026 adjusted diluted EPS outlook raised to $8.05 to $8.25 from $8.03 to $8.23; third-quarter outlook is $2.13 to $2.23.
Quantifiable 2026 special charges are expected to be about $0.75 to $0.80 per share.
CTS reported second-quarter 2026 sales of $144.8 million, up 7% from a year earlier, with net earnings of $19.2 million and diluted EPS of $0.66, compared with $18.5 million and $0.62 in the second quarter of 2025. The company raised its 2026 guidance, lifting its sales outlook to $565 million to $585 million and its adjusted diluted EPS outlook to $2.55 to $2.70. Transportation sales declined 2%, while sales to diversified end markets rose 15%.
Sales were $144.8 million, up 7%; diversified end-market sales rose 15% and transportation sales fell 2%.
Net earnings were $19.2 million, or $0.66 per diluted share, versus $18.5 million, or $0.62, a year earlier.
Adjusted diluted EPS was $0.74, up from $0.57; adjusted EBITDA margin was 25.4%, up from 23.0%.
2026 guidance raised: sales to $565 million to $585 million (from $560 million to $580 million); adjusted diluted EPS to $2.55 to $2.70 (from $2.35 to $2.45).
Franklin Electric reported second quarter 2026 net sales of $622.9 million, up 6% from the prior year, and GAAP diluted EPS of $1.46, up 11%. The company raised its full year 2026 guidance for net sales and adjusted diluted EPS, while a $4.5 million legal settlement expense weighed on Energy Systems results.
Q2 2026 GAAP diluted EPS was $1.46 versus $1.31 a year earlier; adjusted diluted EPS was $1.55, up 18%
Full year 2026 net sales guidance raised to $2.21 billion to $2.29 billion
Full year 2026 adjusted diluted EPS guidance raised to $4.50 to $4.70
Energy Systems operating income included a $4.5 million legal settlement expense in Q2 2026
Kiniksa reported second quarter 2026 total revenue of $243.6 million, up from $156.8 million a year earlier, and net income of $25.4 million, up from $17.8 million. The company raised its 2026 ARCALYST net product revenue guidance to $980 million to $995 million, from $930 million to $945 million, which signals higher expected sales for the main product.
Q2 2026 total revenue was $243.6 million, compared with $156.8 million in Q2 2025.
Q2 2026 net income was $25.4 million, or $0.30 per diluted share, compared with $17.8 million, or $0.23 per diluted share, in Q2 2025.
2026 ARCALYST net product revenue guidance raised to $980 million to $995 million from $930 million to $945 million.
Cash, cash equivalents, and short-term investments were $525.9 million as of June 30, 2026, and the company had no debt.
Repligen reported second-quarter 2026 revenue of $204 million, up 12% as reported and 13% organic, and raised its full-year 2026 organic growth and adjusted EPS guidance. GAAP net income fell to $5.0 million from $14.9 million, and GAAP EPS fell to $0.09 from $0.26, while adjusted EPS rose to $0.54 from $0.37. The release also announced a definitive agreement to acquire BioLife Solutions.
Q2 2026 revenue was $204 million versus $182 million a year earlier, up 12% as reported and 13% organic.
GAAP diluted EPS was $0.09 versus $0.26; adjusted diluted EPS was $0.54 versus $0.37.
FY26 guidance raised: organic revenue growth to 10.5%-13.5% and adjusted EPS to $2.03-$2.09.
Cash, cash equivalents and marketable securities were $810 million at June 30, 2026.
Sherwin-Williams reported second-quarter 2026 net sales of $6.79 billion, up 7.5%, and diluted earnings per share of $3.43, up 14.3% from $3.00 a year earlier. The company raised its full-year 2026 guidance, with diluted earnings per share now expected at $10.92 to $11.32 and adjusted diluted earnings per share at $11.80 to $12.20.
Q2 net sales rose 7.5% to $6.79 billion; diluted EPS rose 14.3% to $3.43, and adjusted diluted EPS rose 9.5% to $3.70.
Full-year 2026 diluted EPS guidance is $10.92 to $11.32, and adjusted diluted EPS guidance is $11.80 to $12.20, both raised.
Management expects third-quarter 2026 net sales to be up a mid to high-single digit percentage versus Q3 2025.
An 8% price increase in Paint Stores Group takes effect September 1, 2026, to offset raw material, energy, logistics and packaging cost inflation.
PayPal reported second-quarter 2026 net revenues of $8.7 billion, up 5%, while GAAP and non-GAAP earnings per share fell 3% and 1%, respectively. The company raised its full-year 2026 non-GAAP EPS guidance to about $5.38 and reaffirmed its GAAP EPS guidance, which means shareholders get a higher profit outlook alongside a quarter where profit declined.
Net revenues rose 5% to $8.7 billion; non-GAAP operating income fell 8% to $1.5 billion.
Non-GAAP EPS was $1.38, down 1% from $1.40; GAAP EPS was $1.25, down 3%.
Full-year 2026 non-GAAP EPS guidance raised to about $5.38 from the May range of a low-single-digit decline to slightly positive growth versus the prior year's $5.31.
Returned $1.5 billion to stockholders through buybacks of about 33 million shares in Q2; quarterly dividend of $0.14 per share payable September 25, 2026.
Carrier reported second-quarter 2026 net sales of $6.4 billion, up 4% from a year earlier, but GAAP operating profit fell 9% to $825 million and adjusted EPS fell 7% to $0.86. The company raised its full-year 2026 outlook to about $23 billion in sales, about $3.5 billion in adjusted operating profit and about $2.90 in adjusted EPS, citing record backlog and strong orders.
Q2 2026 net sales $6.4 billion, up 4%; organic sales up 3%
GAAP EPS $0.60 vs $0.70 a year earlier; adjusted EPS $0.86 vs $0.92
Adjusted operating margin 17.2%, down 190 basis points from 19.1%
Full-year 2026 outlook raised: sales about $23 billion (prior about $22 billion), adjusted EPS about $2.90 (prior about $2.80)
Curbline Properties reported second-quarter 2026 net income attributable to the company of $6.9 million, or $0.06 per diluted share, down from $10.4 million, or $0.10, a year earlier. Operating FFO rose to $33.3 million, or $0.31 per diluted share, from $26.9 million, or $0.26, and the company raised its 2026 Operating FFO guidance to $1.24 to $1.26 per diluted share, while lowering its net income guidance to $0.27 to $0.32 per diluted share. For shareholders, the filing shows higher operating earnings alongside lower GAAP earnings and a reduced GAAP net income outlook.
Q2 2026 net income attributable to Curbline was $6.9 million, or $0.06 per diluted share, versus $10.4 million, or $0.10, in Q2 2025, mainly due to higher interest and depreciation and amortization expense.
Q2 2026 Operating FFO was $33.3 million, or $0.31 per diluted share, versus $26.9 million, or $0.26, a year earlier.
2026 Operating FFO guidance was raised to $1.24 to $1.26 per diluted share from $1.20 to $1.23.
2026 net income guidance was lowered to $0.27 to $0.32 per diluted share from $0.29 to $0.36. During Q2 2026, Curbline acquired 30 convenience shopping centers for $374.1 million.
Royal Caribbean reported second quarter 2026 total revenue of $4.8 billion, up 6% year over year, but diluted EPS of $4.20 fell from $4.41 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $17.73 to $17.87, which it says represents 14% year over year growth, while noting a modest near-term booking impact from geopolitical activity.
Q2 2026 total revenue was $4.8 billion, up 6% year over year; load factor was 110%.
Diluted EPS was $4.20 versus $4.41 a year earlier; adjusted EPS was $4.21 versus $4.38.
Full-year 2026 adjusted EPS guidance is $17.73 to $17.87; third quarter adjusted EPS guidance is $6.26 to $6.36.
In Q2 the company returned over $600 million to shareholders, including $199 million of share repurchases and $404 million of dividends; $805 million remains under the buyback authorization.
TransUnion reported second-quarter 2026 revenue of $1.31 billion, up 15% from a year earlier, with diluted earnings per share of $0.74 versus $0.56. The company raised its full-year 2026 guidance, now expecting revenue growth of 12% to 13%, and the Adjusted EBITDA margin declined to 34.8% from 35.7%.
Q2 2026 revenue was $1.31 billion, up 15%, or 10% on an organic constant currency basis, versus Q2 2025
Diluted EPS was $0.74 versus $0.56; Adjusted Diluted EPS was $1.23 versus $1.08
FY2026 revenue growth guidance raised to 12% to 13%; Adjusted Diluted EPS growth guidance is 11% to 12%
Share repurchases totaled approximately $150 million year-to-date through July 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.