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).
Johnson & Johnson completed its $1 billion cash acquisition of Firefly Bio and entered agreements with Sail Biomedicines, and it lowered its full-year 2026 guidance as a result. The company expects the two transactions to reduce 2026 adjusted operational EPS and adjusted EPS by about $0.64, which cuts the adjusted operational EPS midpoint to $10.94 from $11.58 and reflects a charge of about $1 billion in the third quarter.
2026 adjusted operational EPS guidance midpoint lowered to $10.94 from $11.58; range $10.86 to $11.01
Expected 2026 EPS impact of about $0.64: about $0.46 from Firefly and about $0.18 from Sail
Firefly acquisition closed for $1 billion in cash, with an in-process R&D charge of about $1 billion in Q3 2026
Sail deal includes $785 million in initial payments and an option to acquire Sail for $2.58 billion; 2027 EPS dilution expected at about $1.36
Pebblebrook Hotel Trust reported second-quarter 2026 net income of $24.9 million, up from $19.3 million a year earlier, and adjusted FFO per diluted share of $0.68, up from $0.65. Adjusted EBITDAre was $116.2 million, down 0.7% from $117.0 million, and the company raised its full-year 2026 adjusted EBITDAre and adjusted FFO per share outlook. The company also authorized a new preferred share repurchase program of up to $50.0 million.
Q2 2026 net income was $24.9 million, up 29.2% from $19.3 million in Q2 2025; adjusted EBITDAre was $116.2 million, down 0.7%.
2026 adjusted EBITDAre outlook is $345.0 million to $353.0 million, with the midpoint raised by $8.5 million.
2026 adjusted FFO per diluted share outlook is $1.69 to $1.76, with the midpoint raised by $0.08.
On July 24, 2026, the board authorized a new preferred share repurchase program of up to $50.0 million; $45.6 million remains under the current $100.0 million program.
Ventas reported second-quarter 2026 results with normalized FFO of $0.97 per share, up from $0.89 a year earlier, while net income attributable to common stockholders was $0.14 per share, down from $0.15. The company raised its full-year 2026 normalized FFO guidance to $3.85-$3.90 per share and increased its investment volume expectation to $4.5 billion, which it said reflects higher senior housing investment activity.
Q2 2026 total revenues were $1.73 billion, compared with $1.42 billion in Q2 2025.
Q2 normalized FFO was $0.97 per share, up 9% year over year; attributable net income was $0.14 per share, down 7%.
Full-year 2026 normalized FFO guidance rose to $3.85-$3.90 per share from $3.82-$3.89.
Expected 2026 investment volume was raised to $4.5 billion from $3 billion; $3.4 billion of investments closed year to date.
Broadstone Net Lease reported second-quarter 2026 revenue of $122.3 million, up from $113.0 million a year earlier, and net income of $40.3 million, or $0.21 per diluted share, versus $0.10 a year earlier. The company raised the low end of its full-year 2026 AFFO per share guidance to $1.55 to $1.57 from $1.53 to $1.57, citing strong year-to-date performance and investment activity.
Q2 2026 AFFO was $78.2 million, or $0.39 per diluted share, up 2.6% from the prior-year quarter as stated in the filing.
Full-year 2026 AFFO per share guidance is now $1.55 to $1.57, revised up from $1.53 to $1.57.
Guidance assumes real estate investments of $600 million to $800 million, up from $500 million to $625 million.
The company announced a $303 million build-to-suit development for a Fortune 20 investment-grade tenant in Colorado, with rent commencement anticipated by March 2027.
Service Corporation International reported second-quarter 2026 revenue of $1.1 billion, up $37.8 million or 4% from a year earlier, and adjusted earnings per share of $0.90 versus $0.88. The company confirmed its 2026 adjusted earnings per share guidance midpoint of $4.20 and raised its midpoint for net cash provided by operating activities excluding special items by $50 million, to $1,085 million, citing stronger cemetery preneed cash receipts.
Q2 2026 revenue was $1,103.3 million versus $1,065.4 million in Q2 2025; diluted EPS was $0.90 versus $0.86
Adjusted EPS guidance range narrowed to $4.10 to $4.30, with the $4.20 midpoint confirmed
Midpoint of 2026 operating cash flow guidance raised from $1,035 million to $1,085 million; maintenance capital expenditures outlook raised $10 million to $335 million
Comparable funeral gross profit fell 5.8% to $109.8 million in Q2 2026, with gross profit percentage down to 18.5% from 19.8%
Empire State Realty Trust reported a second-quarter 2026 net loss attributable to common stockholders of $25.8 million, or $(0.15) per diluted share, compared with net income of $0.04 per diluted share a year earlier. The loss reflects a $166.1 million goodwill impairment charge tied to the Observatory, partly offset by a $124.6 million gain on the sale of 250 West 57th Street; Core FFO was $0.21 per share versus $0.22 a year earlier. The company lowered its 2026 Core FFO outlook to $0.75 to $0.79 per share from $0.85 to $0.89, citing lower expected Observation Deck NOI.
Q2 2026 total revenues of $196.9 million, up from $191.3 million in Q2 2025
Goodwill impairment charge of $166.1 million related to the Observatory reporting unit
Observation Deck NOI of $12.4 million in Q2 2026, versus $24.1 million a year earlier
2026 Core FFO guidance cut to $0.75 to $0.79 per share from $0.85 to $0.89, based on Observation Deck NOI of $55 million
Hexcel reported second quarter 2026 GAAP diluted EPS of $0.64, up from $0.17 a year earlier, with sales of $529.3 million, up 8.0%. The company raised its 2026 sales guidance to $2.025 billion to $2.125 billion and adjusted EPS guidance to $2.30 to $2.40, citing rising commercial aerospace build rates.
Q2 2026 sales were $529.3 million, up 8.0% from $489.9 million; Commercial Aerospace sales rose 18.3% to $346.6 million.
Q2 2026 adjusted diluted EPS was $0.66, versus $0.50 in Q2 2025; GAAP diluted EPS was $0.64, versus $0.17.
2026 guidance: sales raised to $2.025 billion to $2.125 billion (from $2.0 billion to $2.1 billion); adjusted EPS raised to $2.30 to $2.40 (from $2.10 to $2.30).
Quarterly dividend of $0.18 per share declared, payable August 17, 2026, to holders of record on August 10, 2026.
Regency Centers reported second quarter 2026 results on July 29, 2026, with net income attributable to common shareholders of $112.4 million, or $0.61 per diluted share, up from $0.56 a year earlier. The company raised its full-year 2026 Nareit FFO and Core Operating Earnings guidance, which gives shareholders a higher outlook for per-share earnings.
Q2 2026 Nareit FFO was $226.3 million, or $1.21 per diluted share, versus $1.16 in Q2 2025
Full-year 2026 Nareit FFO guidance raised to $4.84 to $4.88 per diluted share, from $4.83 to $4.87
Same Property NOI rose 3.8% year over year in the second quarter, and Same Property percent leased reached 96.9% at June 30, 2026
FICO reported third-quarter fiscal 2026 revenue of $674.2 million, up 26% from $536.4 million a year earlier, and GAAP diluted earnings per share of $10.45, up from $7.40. The company also raised its fiscal 2026 guidance, lifting its revenue outlook to $2.53 billion from $2.45 billion and its GAAP diluted EPS outlook to $36.86 from $35.60.
Q3 GAAP diluted EPS was $10.45 versus $7.40; non-GAAP diluted EPS was $12.18 versus $8.57
Scores revenue rose 41% to $458.9 million, driven by B2B revenue up 49%; Software revenue rose 2% to $215.3 million
Fiscal 2026 revenue guidance raised to $2.53 billion from $2.45 billion; GAAP EPS guidance raised to $36.86 from $35.60
Nine-month repurchases of common stock totaled $3.0 billion
Mid-America Apartment Communities reported second-quarter 2026 results with diluted earnings per share of $1.04, up from $0.92 a year earlier, while Core FFO per share fell to $2.08 from $2.15. The company lowered its full-year 2026 diluted earnings per share guidance to $3.96 to $4.20 from $4.18 to $4.50, and kept the Core FFO per share midpoint at $8.53.
Q2 2026 diluted EPS was $1.04 versus $0.92 in Q2 2025; Core FFO per diluted share was $2.08 versus $2.15.
Full-year 2026 diluted EPS guidance was lowered to $3.96 to $4.20 (midpoint $4.08) from $4.18 to $4.50 (midpoint $4.34).
Full-year 2026 Core FFO guidance range narrowed to $8.41 to $8.65 from $8.37 to $8.69; the midpoint is unchanged at $8.53.
Same Store NOI growth guidance midpoint was revised to -0.90% from -0.70%, and the Same Store property revenue growth midpoint to 0.10% from 0.55%.
Equinix reported second-quarter 2026 revenue of $2.625 billion, up 16% from a year earlier, and diluted earnings per share of $4.83, up 29%. The company raised its full-year 2026 revenue and AFFO per share guidance, and the filing says part of the revenue growth came from one-time xScale fees.
Q2 revenue of $2.625 billion rose 16% year over year; the filing says this was driven by strong underlying performance and one-time xScale fees.
Diluted EPS was $4.83, up 29%, and net income attributable to common stockholders was $479 million, up 30%.
Revised full-year 2026 revenue guidance is $10.205 billion to $10.285 billion, up from $10.144 billion to $10.244 billion; AFFO per share guidance is $42.69 to $43.29, up from $42.31 to $43.11.
Q2 AFFO was $1.168 billion, or $11.78 per diluted share, up 19% on an as-reported basis.
CONMED reported second quarter 2026 net sales of $343.5 million, up 0.3% as reported and down 0.5% on a constant currency basis, with GAAP diluted EPS of $0.77 and adjusted diluted EPS of $1.38. The company raised its full year 2026 adjusted diluted EPS guidance to $4.48 to $4.60 from $4.30 to $4.45, and narrowed its net sales guidance to $1,358 million to $1,373 million from $1,350 million to $1,375 million.
Q2 2026 net sales $343.5 million, up 0.3% as reported; domestic sales down 8.0% and international sales up 10.8%
GAAP diluted EPS $0.77, up 11.6%; adjusted diluted EPS $1.38, up 20.0%, both including a $0.21 benefit from IEEPA tariff refunds
Full year 2026 adjusted diluted EPS guidance raised to $4.48 to $4.60 from $4.30 to $4.45
Full year 2026 net sales guidance $1,358 million to $1,373 million, versus prior $1,350 million to $1,375 million
Invitation Homes reported second quarter 2026 results, with total revenues up 9.7% to $748 million and net income available to common stockholders up 55.1% to $218 million, or $0.37 per diluted share. The company raised its full-year 2026 Core FFO and AFFO per share guidance midpoints by one cent each, to $1.95 and $1.65, which points to higher per-share earnings for shareholders.
Total revenues rose 9.7% to $748 million, and net income per diluted share was $0.37, compared with $0.23 in Q2 2025.
Core FFO per share rose 5.0% to $0.51; full-year 2026 Core FFO per share guidance midpoint increased one cent to $1.95.
Same Store Average Occupancy was 97.1%, down 20 basis points year over year, while Same Store NOI rose 1.5%.
The company repurchased about $100 million of its stock in Q2 and about $600 million since December 2025; net debt to TTM adjusted EBITDAre was 5.4x at June 30, 2026.
Glaukos reported record second-quarter 2026 net sales of $185.6 million, up 50% from a year earlier, and narrowed its net loss. The company raised its full-year 2026 net sales guidance to $680 million to $700 million, up from $620 million to $635 million.
Q2 2026 net sales of $185.6 million, up 50% from $124.1 million in Q2 2025 (49% on a constant currency basis)
Q2 2026 net loss of $18.4 million, or $0.31 per diluted share, versus $19.7 million, or $0.34, a year earlier
2026 net sales guidance raised to $680 million to $700 million from $620 million to $635 million
Cash, short-term investments and restricted cash of $289.3 million at June 30, 2026, with no debt
Corcept Therapeutics reported second-quarter 2026 revenue of $256.1 million, up 32% from $194.4 million a year earlier, and raised its 2026 revenue guidance to $1.1-$1.2 billion. Net income rose to $43.0 million from $35.1 million, though operating expenses increased to $214.8 million from $167.8 million on Lifyorli launch spending and Cushing's syndrome investments.
Q2 2026 revenue of $256.1 million, including $47.6 million from Lifyorli in its first quarter of availability
Diluted net income per share of $0.36, compared with $0.29 in Q2 2025
Operating expenses rose to $214.8 million from $167.8 million, driven by Lifyorli launch and Cushing's investments
Six-month net income was $11.2 million, down from $55.7 million a year earlier; the FDA decision on the Cushing's NDA is expected by December 17, 2026
Flowserve reported second-quarter 2026 sales of $1.17 billion, down 1.6% from a year earlier, while reported EPS rose to $0.77 from $0.62 and adjusted EPS rose to $0.95 from $0.91. The company narrowed its full-year organic sales guidance to approximately down 1%, citing the Middle East conflict, and raised the low end of its adjusted EPS guidance to $4.05 from $4.00.
Reported sales were $1.17 billion versus $1.19 billion a year earlier, down 1.6%; organic sales fell 3.3%.
Total bookings rose 25.5% to $1.35 billion, including record aftermarket bookings of $696 million.
Reported EPS was $0.77 versus $0.62; adjusted EPS was $0.95 versus $0.91.
Full-year 2026 organic sales guidance is approximately down 1%, versus the prior range of down 1% to up 2%; adjusted EPS guidance is now $4.05 to $4.20, versus $4.00 to $4.20 previously.
Woodward reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with net sales of $1.1 billion, up 21%, and diluted EPS of $2.40, up 36% from $1.76. The company raised its fiscal 2026 adjusted EPS guidance to $9.30 to $9.50 from $9.15 to $9.45, which signals higher expected profit for shareholders, though quarterly free cash flow fell 12% to $87 million.
Q3 net sales were $1.1 billion, up 21%; diluted EPS was $2.40 versus $1.76, up 36%.
Adjusted EPS was $2.52, up 43%, after excluding $9.3 million in restructuring charges.
FY26 adjusted EPS guidance was raised to $9.30 to $9.50, from $9.15 to $9.45 issued April 29, 2026.
Industrial segment earnings were $88 million, up 86%; Aerospace segment earnings were $170 million, or 24.0% of sales.
Scotts Miracle-Gro reported results for the quarter ended June 27, 2026, and raised its full-year non-GAAP adjusted EPS from continuing operations guidance to $4.30 to $4.45, up from $4.15 to $4.35. Third-quarter net sales rose 1% to $1.17 billion, but GAAP diluted EPS from continuing operations fell 34% to $1.75 on impairment, restructuring and other items, so shareholders face a higher non-GAAP outlook alongside larger GAAP charges and lower gross margin.
Full-year non-GAAP adjusted diluted EPS from continuing operations guidance raised to $4.30 to $4.45, from $4.15 to $4.35.
Third-quarter net sales of $1.17 billion, up 1%; GAAP diluted EPS from continuing operations of $1.75, down 34%.
Third-quarter adjusted diluted EPS of $2.82, up 8%; GAAP gross margin rate of 31.2%, down 90 basis points on higher freight and commodity costs.
Free cash flow of $275 million and mid single-digit adjusted EBITDA growth reaffirmed; Nate Baxter was announced as president and CEO on June 29.
Fortive reported second-quarter 2026 revenue of $1.10 billion, up 7.9% year-over-year, with GAAP diluted EPS of $0.51 and adjusted diluted EPS of $0.74, up 28.5%. The company raised its full-year 2026 adjusted diluted EPS guidance to $2.95 to $3.05 and completed about $200 million of share repurchases in the quarter, which strengthens the outlook for shareholders.
Q2 revenue of $1.10 billion, up 7.9% reported and 6.7% on a core basis
GAAP diluted EPS of $0.51, up 54.5%; adjusted diluted EPS of $0.74, up 28.5%
FY 2026 adjusted diluted EPS guidance raised to $2.95 to $3.05
About $200 million of Q2 share repurchases; about $2 billion over the last four quarters
SoFi Technologies reported second-quarter 2026 results on July 29, 2026, with GAAP net revenue of $1.2 billion, up 43% from a year earlier, and net income of $156.6 million, or $0.12 per diluted share, compared with $0.08 a year earlier. The company raised its full-year 2026 adjusted net revenue guidance to $4.75 billion to $4.85 billion and continues to expect adjusted EBITDA of approximately $1.6 billion, which signals stronger expected revenue for shareholders. Results were not uniform, as Technology Platform segment revenue fell 23% year over year.
GAAP total net revenue for the quarter was $1.2 billion, up 43% from $854.9 million a year earlier.
Net income was $156.6 million, up 61% from $97.3 million; diluted EPS was $0.12 versus $0.08.
2026 adjusted net revenue guidance raised to $4.75 billion to $4.85 billion; adjusted EBITDA outlook of about $1.6 billion unchanged.
Technology Platform segment net revenue fell 23% year over year to $84.5 million.
IDEX reported second-quarter 2026 net sales of $921 million, up 6% from a year earlier, and diluted EPS of $1.93, up 11%. The company raised its full-year 2026 organic sales growth guidance to 5% to 6% and its adjusted diluted EPS guidance to $8.70 to $8.85, both above prior ranges, which is a direct positive for shareholders.
Q2 2026 net sales of $921 million rose 6% reported and 5% organically; adjusted diluted EPS of $2.32 rose 12%.
Full-year 2026 adjusted diluted EPS guidance raised to $8.70 to $8.85 from $8.35 to $8.55.
Full-year organic sales growth guidance raised to 5% to 6% from 3% to 4%.
IDEX returned $77 million through share repurchases and $54 million in dividends in the quarter.
Garmin reported fiscal second-quarter 2026 revenue of $2.02 billion, up 11% from a year earlier, with pro forma diluted EPS of $2.81 versus $2.17. The company raised its full-year 2026 guidance to revenue of about $8.05 billion and pro forma EPS of $10.00, which is a positive signal for shareholders.
Q2 net sales $2.02 billion, up 11%; fitness up 25%, outdoor down 2%
Q2 pro forma diluted EPS $2.81 vs. $2.17 a year earlier, up 29%; GAAP diluted EPS $2.80
Full-year 2026 guidance raised to revenue of about $8.05 billion and pro forma EPS of $10.00
Next dividend installment of $1.05 per share payable September 25, 2026 (record date September 11, 2026)
Johnson Controls reported fiscal third-quarter 2026 sales of $6.6 billion, up 9% from a year earlier, with GAAP earnings per share of $1.23 compared with $1.07 a year ago. The company raised its full-year fiscal 2026 adjusted EPS guidance to about $5.05 from about $4.85 and raised its organic sales growth outlook to about 8% from about 6%.
Q3 sales rose 9% to $6.6 billion; organic sales rose 10%
GAAP net income attributable to JCI was $749 million; adjusted net income from continuing operations was $868 million
FY26 adjusted EPS guidance raised to about $5.05 from about $4.85; organic sales growth guidance raised to about 8% from about 6%
Q3 orders rose 27% organically and backlog reached $21.0 billion, up 32% organically
Lennox reported second quarter 2026 revenue of $1.5 billion, up 3%, and GAAP operating income of $355 million, up 2%, but diluted earnings per share were flat at $7.72. The company lowered its full-year 2026 earnings per share guidance to $23.00-$24.00 from $23.50-$25.00 while reaffirming its revenue growth outlook of about 8%.
Q2 2026 revenue was $1.5 billion, up 3%, with Building Climate Solutions up 24% and Home Comfort Solutions down 7%.
Q2 GAAP diluted EPS was $7.72 versus $7.71 a year earlier; net income was $269 million versus $274 million.
Full-year 2026 EPS guidance was updated to $23.00-$24.00 from the prior $23.50-$25.00; revenue growth guidance of about 8% was reaffirmed.
Humana reported second-quarter 2026 GAAP EPS of $5.73, up from $4.51 a year earlier, and adjusted EPS of $7.61, up from $6.27, on revenue of $40.9 billion versus $32.4 billion. The company lowered its full-year 2026 GAAP EPS guidance to at least $6.52 from at least $8.36, while affirming adjusted EPS guidance of at least $9.00, which it says reflects a year-over-year decline tied to the Star Ratings headwind.
Second-quarter 2026 GAAP EPS was $5.73 versus $4.51 in 2Q25; adjusted EPS was $7.61 versus $6.27.
Revenue was $40,867 million in 2Q26 versus $32,388 million in 2Q25; GAAP pretax results were $952 million versus $741 million.
FY 2026 GAAP EPS guidance was revised to at least $6.52 from at least $8.36; adjusted EPS guidance of at least $9.00 was affirmed.
Insurance segment GAAP benefit ratio was 91.2 percent in 2Q26, in line with management's guidance of slightly above 91 percent.
Bunge reported second quarter 2026 results, with GAAP diluted EPS of $3.47 versus $2.61 a year earlier and adjusted EPS of $2.00 versus $1.31. The company raised its full-year 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50 and completed about $250 million of share repurchases under its $2 billion Viterra-related program, which benefits shareholders through higher expected per-share earnings and reduced share count.
Q2 2026 net income attributable to Bunge was $678 million, compared with $354 million in Q2 2025.
Full-year 2026 adjusted EPS outlook raised to $9.25-$9.75 from $9.00-$9.50.
Repurchased about $250 million of shares, completing the $2 billion program related to the Viterra transaction.
Six-month GAAP diluted EPS was $3.81, down from $4.10 a year earlier.
Biogen reported second-quarter 2026 total revenue of $2.7 billion, up 3% from a year earlier, but diluted EPS fell sharply as deal-related charges and the Apellis acquisition weighed on results. The company cut its full-year 2026 Non-GAAP diluted EPS guidance to $12.00 to $13.00, down from $14.25 to $15.25 in April, which lowers the outlook for shareholders.
Q2 2026 GAAP diluted EPS was $0.66, down from $4.33 a year earlier; Non-GAAP diluted EPS was $3.60, down from $5.47
Full-year 2026 Non-GAAP diluted EPS guidance is $12.00 to $13.00, versus $14.25 to $15.25 reported in April
Full-year total revenue is now expected to rise by a mid-single-digit percentage in 2026 compared with 2025
Q2 2026 acquired IPR&D, upfront and milestone expense was $164 million, versus $47 million a year earlier
Constellium reported second quarter 2026 revenue of $2.7 billion, up 31% from a year earlier, and net income of $148 million versus $36 million in Q2 2025. The company raised its full-year 2026 guidance, now expecting Adjusted EBITDA of $980 million to $1.020 billion excluding the non-cash metal price lag impact, and Free Cash Flow above $300 million.
Q2 2026 net income of $148 million, compared with $36 million in Q2 2025; Adjusted EBITDA of $439 million, including a $129 million positive non-cash metal price lag impact
Raised 2026 guidance: Adjusted EBITDA of $980 million to $1.020 billion (excluding metal price lag) and Free Cash Flow in excess of $300 million
Shipments of 381 thousand metric tons, down 1%; leverage of 1.8x at June 30, 2026
Repurchased 623 thousand shares for $20 million in Q2; completed a $100 million partial redemption of 5.625% Senior Notes due June 2028 in July
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.