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).
Forum Energy Technologies reported second quarter 2026 revenue of $226 million, up from $200 million a year earlier, and net income of $12 million, or $1.05 per diluted share, compared with $7.7 million, or $0.61, in the second quarter of 2025. The company raised all of its full year 2026 guidance metrics, including revenue of $870 million to $910 million, which signals stronger expected results for shareholders.
Q2 2026 revenue was $226 million versus $200 million in Q2 2025; orders were $236 million with a 104% book-to-bill ratio
Diluted EPS was $1.05 versus $0.61 a year earlier; adjusted diluted EPS was $1.16 versus a loss of $0.10
Full year 2026 guidance: revenue $870 million to $910 million, adjusted EBITDA $115 million to $125 million, free cash flow $57 million to $77 million
Third quarter 2026 revenue guidance is $225 million to $245 million; net leverage ratio was 1.1 times at June 30, 2026
Cousins Properties reported second-quarter 2026 net income available to common stockholders of $26.2 million, or $0.16 per share, up from $14.5 million a year earlier, mainly due to a gain on the sale of an investment property. Funds from operations (FFO) rose to $124.6 million, or $0.75 per share, and the company raised its 2026 net income and FFO per share guidance, which matters to shareholders because it signals higher expected earnings for the year, though first-half net income fell sharply due to an impairment charge.
Q2 2026 net income available to common stockholders was $26.2 million, or $0.16 per share, compared with $14.5 million, or $0.09 per share, in Q2 2025.
Q2 2026 FFO was $124.6 million, or $0.75 per share, compared with $117.5 million, or $0.70 per share, in Q2 2025.
2026 FFO guidance is now $2.92 to $2.98 per share, up from $2.90 to $2.98; net income guidance is $0.08 to $0.14 per share, up from $0.02 to $0.10.
Six-month 2026 net income available to common stockholders fell to $1.3 million, or $0.01 per share, from $35.4 million, mainly due to a $36.6 million operating property impairment.
Veracyte reported second-quarter 2026 total revenue of $150.3 million, up 15% from a year earlier, and GAAP net income of $25.5 million, or $0.31 per diluted share, compared with a net loss of $980,000 a year earlier. The company raised its 2026 total revenue guidance to $590 million to $596 million, which signals stronger expected growth for shareholders.
Total revenue rose 15% to $150.3 million; testing revenue rose 19% to $145.7 million
GAAP net income was $25.5 million, or $0.31 per diluted share, versus a net loss of $980,000 in Q2 2025
2026 total revenue guidance raised to $590 million to $596 million from $582 million to $592 million
Cash, cash equivalents and short-term investments totaled $485.2 million as of June 30, 2026
Merit Medical reported second-quarter 2026 revenue of $418.8 million, up 10% from a year earlier, and GAAP diluted EPS of $0.65, up from $0.54. The company raised its full-year 2026 revenue guidance to $1.631 billion to $1.643 billion and its non-GAAP EPS guidance to $4.25 to $4.35, both above its April 30, 2026 outlook. Year-to-date operating cash flow and free cash flow both declined, at $110.0 million (down 11%) and $76.6 million (down 14%).
Q2 2026 reported revenue $418.8 million, up 10%; constant currency organic revenue up 9%
GAAP EPS $0.65 vs. $0.54 a year earlier; non-GAAP EPS $1.19, up 18%
2026 revenue guidance raised to $1.631-$1.643 billion; non-GAAP EPS guidance raised to $4.25-$4.35 from $4.01-$4.15
Year-to-date cash flow from operations $110.0 million, down 11%; free cash flow $76.6 million, down 14%
AMH reported second-quarter 2026 rents and other single-family property revenues of $470.1 million, up 2.8% from a year earlier, and net income attributable to common shareholders of $113.6 million, or $0.31 per diluted share, compared with $0.28 a year earlier. The company raised its full-year 2026 Core FFO per share guidance to $1.93-$1.97 from $1.89-$1.95, a change that matters to shareholders because Core FFO is the per-share earnings measure REIT investors commonly track.
Q2 2026 rents and other single-family property revenues rose 2.8% year over year to $470.1 million.
Net income attributable to common shareholders was $113.6 million, or $0.31 per diluted share, versus $0.28 in Q2 2025.
Core FFO attributable to common share and unit holders was $0.49 per share, up 5.2% from the prior year period.
Full-year 2026 Core FFO guidance raised to $1.93-$1.97 from $1.89-$1.95; the midpoint rose $0.03 to $1.95.
Fulgent Genetics reported second-quarter 2026 revenue of $85.4 million, up from $81.8 million a year earlier, but a GAAP loss of $29.5 million, or $(1.05) per share. The company also lowered its full-year 2026 revenue guidance to $330.0-$340.0 million, which its CFO attributed to processing delays tied to the final phase of a billing system transition. For shareholders, the revenue outlook cut and wider losses weigh against the higher sales.
Q2 2026 revenue was $85.4 million, compared with $81.8 million in Q2 2025.
GAAP loss was $29.5 million, or $(1.05) per share, versus a GAAP loss of $19.0 million, or $(0.62) per share, in Q2 2025.
Non-GAAP loss was $16.2 million, or $(0.58) per share, compared with non-GAAP income of $2.1 million, or $0.07 per share, a year earlier.
Full-year 2026 revenue guidance was revised to $330.0-$340.0 million, and the company bought about 1.5 million shares for $23.8 million in Q2.
SPX Technologies reported second-quarter 2026 revenue of $679.0 million, up 22.9%, and GAAP EPS of $1.56, up 41.8% from a year earlier. The company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS, citing data center demand and the Neptronic acquisition. Total debt rose to $614.7 million and cash fell to $168.2 million, so shareholders will also watch the balance sheet after the July 2026 borrowings for Neptronic.
Q2 2026 revenue of $679.0 million, up 22.9%; GAAP EPS of $1.56, up 41.8%; adjusted EPS of $2.02, up 22.4%
2026 revenue guidance raised to $2.705 to $2.765 billion from $2.575 to $2.645 billion
2026 adjusted EBITDA guidance raised to $630 to $660 million from $600 to $625 million; adjusted EPS guidance raised to $8.20 to $8.60 from $7.75 to $8.15
Total debt was $614.7 million and cash was $168.2 million at June 27, 2026; the company borrowed $340.0 million in July 2026 to fund the Neptronic acquisition
Universal Display reported second quarter 2026 revenue of $152.2 million, down from $171.8 million a year earlier, and net income of $49.4 million, or $1.06 per diluted share, versus $67.3 million, or $1.41, in the prior-year quarter. The company now expects 2026 revenue to be around the lower end of its previous $630 million to $670 million range, which points to weaker results for shareholders this year.
Q2 2026 total revenue was $152.2 million versus $171.8 million in Q2 2025; operating income was $53.6 million versus $68.5 million.
Royalty and license fees rose to $81.2 million from $75.7 million, helped by a $16.3 million favorable catch-up adjustment, while material sales fell to $66.2 million from $88.7 million.
2026 revenue guidance is now around the lower end of the previous $630 million to $670 million range.
The Board declared a third quarter cash dividend of $0.50 per share, payable September 30, 2026; the company repurchased $48.2 million of stock in Q2 under its programs.
The Bancorp, Inc. reported second quarter 2026 net income of $60.7 million, or $1.45 per diluted share, up from $1.27 a year earlier. The company raised its full-year 2026 EPS guidance to $5.95-$6.05 and maintained its 2027 EPS guidance of $8.10-$8.30. Net interest margin and return on assets declined from a year ago, and fintech loan balances fell sharply from the prior quarter.
Q2 2026 diluted EPS of $1.45 versus $1.27 in Q2 2025, up 14.2%; net income $60.7 million versus $59.8 million
Full-year 2026 EPS guidance raised to $5.95-$6.05, including $1.65-$1.75 in the fourth quarter
2027 EPS guidance maintained at $8.10-$8.30
Ending fintech loans fell to $901.5 million from $1.65 billion at March 31, 2026, which the company attributed to a change in payment processing timing
Illumina reported second-quarter 2026 revenue of $1.16 billion, up 9.5% from a year earlier, and non-GAAP diluted EPS of $1.31, up from $1.19. GAAP diluted EPS fell to $1.35 from $1.49, and the company raised its fiscal 2026 revenue and non-GAAP EPS guidance. For shareholders, the higher outlook is the key development, though GAAP earnings declined year over year.
Q2 2026 revenue was $1.16 billion, up 9.5% from Q2 2025; non-GAAP diluted EPS was $1.31 versus $1.19, while GAAP diluted EPS was $1.35 versus $1.49
Fiscal 2026 total revenue guidance raised to $4.60-$4.64 billion from $4.52-$4.62 billion
Fiscal 2026 non-GAAP diluted EPS guidance raised to $5.30-$5.40 from $5.15-$5.30; non-GAAP operating margin guidance unchanged at 23.4%-23.6%
Free cash flow was $162 million for Q2 2026, compared with $204 million a year earlier
Castle Biosciences reported second quarter 2026 revenue of $103.5 million, up from $86.2 million a year earlier, and raised its full-year 2026 revenue guidance to $365-375 million from $345-355 million. The company posted a second-quarter net loss of $2.1 million, compared with net income of $4.5 million in the same period of 2025, so higher sales did not carry through to profit for the quarter.
Q2 2026 revenue was $103.5 million, compared with $86.2 million in Q2 2025.
Q2 2026 net loss was $2.1 million, or $0.07 per share, versus net income of $4.5 million, or $0.15 per diluted share, a year earlier.
2026 total revenue guidance raised to $365-375 million from $345-355 million; company expects positive Adjusted EBITDA in Q3, Q4 and full year 2026.
Cash, cash equivalents and marketable investment securities totaled $266.8 million as of June 30, 2026.
Agree Realty reported second-quarter 2026 results on July 30, 2026, with net income attributable to common stockholders up 11.5% to $52.8 million and AFFO per share up 7.4% to $1.14. The company raised its 2026 AFFO per share guidance to $4.57 to $4.59 and its investment volume guidance to $1.6 billion to $1.8 billion, citing a Company-record $502 million invested in the quarter. For shareholders, the filing shows higher per-share cash earnings and a larger expected investment program for the year.
Q2 2026 net income attributable to common stockholders rose 11.5% to $52.8 million; net income per share rose 2.2% to $0.44
Core FFO per share rose 7.5% to $1.13; AFFO per share rose 7.4% to $1.14
2026 AFFO per share guidance raised to $4.57 to $4.59 from $4.54 to $4.58
2026 investment volume guidance raised to $1.6 billion to $1.8 billion from $1.4 billion to $1.6 billion
Healthcare Realty reported second quarter 2026 total revenues of $281.8 million, down from $297.5 million a year earlier, and a GAAP net loss of $43.5 million, or $(0.13) per share, narrowed from $(0.45) a year earlier. Normalized FFO was $0.41 per share, flat with the prior-year quarter, and the company raised its full-year Normalized FFO guidance, but it lowered its full-year GAAP earnings per share guidance.
Q2 2026 total revenues were $281.8 million, versus $297.5 million in Q2 2025; GAAP net loss attributable to common stockholders was $43.5 million, or $(0.13) per share, versus $(0.45) per share a year earlier.
Normalized FFO was $0.41 per share, unchanged from Q2 2025; NAREIT FFO was $0.36 per share, up from $0.34.
2026 Normalized FFO guidance rose to $1.62 to $1.66 per share from $1.59 to $1.65; earnings per share guidance moved to $(0.15) to $(0.11) from $(0.05) to $0.05.
The board approved a $0.24 per share dividend payable August 26, 2026, to holders of record on August 11, 2026.
Tempus AI reported second quarter 2026 revenue of $382.5 million, up 22% year-over-year, and GAAP net income of $5.6 million, compared with a net loss of $42.8 million a year earlier. The company raised its full-year 2026 revenue guidance to $1.595 to $1.605 billion, while keeping its 2026 Adjusted EBITDA expectation at about $65 million.
Q2 2026 revenue was $382.5 million, up 22% year-over-year; Diagnostics rose 20% and Data and Applications rose 28%.
GAAP net income was $5.6 million, including $98.5 million in unrealized gains on marketable securities; Q2 2025 was a net loss of $42.8 million.
Adjusted EBITDA was $8.0 million, compared with ($5.6 million) in Q2 2025.
Full-year 2026 revenue guidance raised to $1.595 to $1.605 billion; Adjusted EBITDA guidance of about $65 million unchanged. Guidance excludes the pending Personalis acquisition at $16.25 per share.
TriMas reported second quarter 2026 net sales of $174.6 million, up 1.6% from a year earlier, and adjusted diluted EPS from continuing operations of $0.52, up from $0.20. The company raised the low end and midpoint of its full-year 2026 adjusted diluted EPS outlook to $1.60 to $1.70, from $1.50 to $1.70. GAAP diluted EPS of $1.86 includes a $53.9 million non-cash deferred tax impact tied to the TriMas Aerospace divestiture.
Q2 2026 net sales $174.6 million, up 1.6%; adjusted operating profit $14.9 million, up 29.1%
Full-year 2026 adjusted diluted EPS outlook now $1.60 to $1.70, versus $1.50 to $1.70 previously
Repurchased 509,264 shares for $18.9 million in Q2; $76.5 million remained under the authorization at June 30, 2026
Cash and cash equivalents of $1.24 billion at June 30, 2026; Q2 free cash flow use of $12.9 million
EMCOR reported record second-quarter 2026 revenue of $5.15 billion, up 19.8%, and diluted EPS of $9.06, up 34.8% from a year earlier. The company raised its full-year 2026 revenue guidance to $20.00 billion-$20.50 billion and its diluted EPS guidance to $32.00-$33.25, reflecting stronger results and visibility into the rest of the year.
Q2 2026 operating income was $547.3 million, or 10.6% of revenues, versus $415.2 million (9.6%) a year earlier.
Remaining performance obligations reached a record $17.14 billion at June 30, 2026, up 43.9% year-over-year.
2026 diluted EPS guidance raised to $32.00-$33.25 from $28.25-$29.75; operating margin guidance raised to 9.5%-9.8% from 9.0%-9.4%.
AGCO reported second-quarter 2026 net sales of $2.6 billion, down 1.0% from a year earlier, and reported EPS of $1.08 versus $4.22 a year ago, while adjusted EPS rose to $1.43 from $1.35. The company said weaker-than-expected industry conditions, currency and a more cautious outlook led it to adjust its full-year view, now targeting 2026 adjusted EPS of $5.50 to $5.75, which matters because it signals lower earnings expectations for shareholders.
Q2 2026 net sales of $2.6 billion, down 1.0% year over year; excluding favorable currency translation of 2.7%, sales fell 3.7%
Reported EPS $1.08 vs. $4.22 a year earlier; adjusted EPS $1.43 vs. $1.35
Full-year 2026 adjusted EPS outlook of approximately $5.50 to $5.75, with net sales expected at $10.1 to $10.2 billion
$345 million of share repurchases completed in the second quarter
InterDigital reported second-quarter 2026 revenue of $260.2 million, down 13% from $300.6 million a year earlier, and net income of $116.4 million, down 36%. Catch-up revenue fell to $103.7 million from $162.3 million, while annualized recurring revenue reached a record $626 million, up 13%. The company raised its full-year 2026 revenue outlook to $775 million to $845 million from $675 million to $775 million, while the Amazon agreement's final terms are still to be determined by binding arbitration.
Q2 2026 revenue $260.2 million vs. $300.6 million; diluted EPS $3.40 vs. $5.35
Full-year 2026 revenue outlook raised to $775 million to $845 million from $675 million to $775 million
Q3 2026 revenue outlook of $154 million to $158 million covers existing licenses only
$380.0 million of 2027 convertible notes outstanding at June 30, 2026; holders elected to convert $80.3 million, to settle in Q3 2026
GATX reported second-quarter 2026 net income attributable to GATX of $103.4 million, or $2.84 per diluted share, up from $75.5 million, or $2.06 per diluted share, a year earlier. The company raised its full-year 2026 earnings estimate to $9.90–$10.30 per diluted share, which benefits shareholders by lifting the outlook for earnings.
Q2 2026 net income attributable to GATX was $103.4 million, or $2.84 per diluted share, versus $75.5 million, or $2.06, in Q2 2025.
Full-year 2026 diluted earnings per share estimate raised to $9.90–$10.30.
Total revenues were $580.1 million versus $430.5 million; Rail North America's renewal lease rate change was 16.8% versus 24.2% a year earlier.
Engine Leasing segment profit was $66.4 million versus $27.3 million in Q2 2025.
National Fuel Gas reported third-quarter fiscal 2026 GAAP earnings of $138.6 million, or $1.45 per share, down from $149.8 million, or $1.64 per share, a year earlier. It lowered its fiscal 2026 adjusted EPS guidance to $7.40 to $7.60 from $7.45 to $7.75, which matters to shareholders because the company's headline earnings measures declined and the outlook was reduced.
Q3 GAAP EPS was $1.45 versus $1.64 a year earlier; adjusted EPS was $1.54 versus $1.64.
Fiscal 2026 adjusted EPS guidance was revised to $7.40 to $7.60, from $7.45 to $7.75 previously.
Integrated Upstream and Gathering production guidance was cut to 420 to 430 Bcf from 425 to 440 Bcf.
The Board approved a 4% dividend increase to an annual rate of $2.22 per share, and the Ohio utility acquisition is expected to close on October 1, 2026.
Alnylam reported second-quarter 2026 total revenues of $1.29 billion, up 67% from a year earlier, and GAAP net income of $164 million, compared with a net loss of $72 million in the prior-year quarter. The company lowered its full-year 2026 TTR net product revenue guidance to $4.2 billion to $4.5 billion from $4.4 billion to $4.7 billion, citing normalizing second-line demand for AMVUTTRA in the U.S.
Q2 2026 total revenues were $1,290.9 million, up 67% from $773.7 million in Q2 2025.
GAAP net income was $164.5 million, or $1.21 per diluted share, versus a loss of $0.55 per share a year earlier.
Full-year 2026 TTR net product revenue guidance was cut to $4,200 million to $4,500 million from $4,400 million to $4,700 million.
Full-year 2026 collaboration and royalty revenue guidance was raised to $575 million to $625 million from $400 million to $500 million.
IDACORP reported second quarter 2026 net income attributable to IDACORP of $102.6 million, or $1.79 per diluted share, up from $95.8 million, or $1.76 per diluted share, a year earlier. The company raised the low end of its full-year 2026 earnings guidance to $6.30 to $6.45 per diluted share, from $6.25 to $6.45, which gives shareholders a higher expected floor for the year.
Q2 2026 net income attributable to IDACORP was $102.6 million, up $6.8 million from $95.8 million in Q2 2025.
Q2 2026 diluted EPS was $1.79, compared with $1.76 in Q2 2025; first-half EPS was $3.00, compared with $2.87.
2026 EPS guidance is now $6.30 to $6.45, up from $6.25 to $6.45 given on April 30, 2026; the upper end is unchanged.
Idaho Power expects to use less than $15 million of additional tax credits in 2026, down from less than $30 million previously; guidance assumes normal weather through year-end.
Sirius XM reported second-quarter 2026 revenue of $2.16 billion, up 1% year over year, and net income of $239 million, up 17%. Diluted earnings per share were $0.70, compared with $0.57 a year earlier. The company raised its 2026 full-year guidance for revenue, adjusted EBITDA and free cash flow by $25 million each, to approximately $8.525 billion, $2.625 billion and $1.375 billion.
Q2 2026 revenue was $2.16 billion, up 1% from $2.138 billion; net income was $239 million versus $205 million
Diluted EPS was $0.70 versus $0.57; other expense, net was $48 million versus other income of $15 million a year earlier
2026 guidance raised by $25 million each for revenue (about $8.525 billion), adjusted EBITDA (about $2.625 billion) and free cash flow (about $1.375 billion)
SiriusXM self-pay net additions were 22,000 in Q2, compared with a loss of 68,000 a year earlier; self-pay churn was 1.4%
LKQ reported second quarter 2026 revenue of $3.4 billion, down 3.0% from a year earlier, and diluted earnings per share from continuing operations of $0.52 versus $0.72. The company lowered its full-year 2026 diluted EPS outlook to $1.78 to $2.08 from $2.16 to $2.46, citing a slower-than-expected recovery in Europe after the ERP implementation in Germany. The strategic review, which includes a possible sale of the company, remains active with no set timetable.
Q2 2026 revenue was $3.4 billion, down 3.0% from $3.5 billion; parts and services organic revenue fell 5.1%
Q2 diluted EPS from continuing operations was $0.52 versus $0.72; adjusted diluted EPS was $0.67 versus $0.84
2026 diluted EPS outlook cut to $1.78 to $2.08 from $2.16 to $2.46; adjusted diluted EPS outlook cut to $2.60 to $2.90 from $2.90 to $3.20
Board's strategic review, announced January 2026, includes a possible sale of the company; no deadline or definitive timetable has been set
APi Group reported record second-quarter 2026 net revenues of $2.3 billion, up 13.3%, and net income of $99 million, up 28.6%, and raised its full-year 2026 guidance for net revenues and adjusted EBITDA. Results were stronger across the board, and the company also gave third-quarter 2026 guidance, which will be watched against future results.
Q2 2026 net revenues $2,254 million, up 13.3% (10.1% organic); adjusted EBITDA $311 million, up 14.3%
Q2 diluted EPS $0.20 vs $0.16 a year earlier; adjusted diluted EPS $0.44 vs $0.39, up 12.8%
Full-year 2026 net revenue guidance raised to $8,875 to $9,025 million from $8,660 to $8,860 million, given July 2, 2026
Full-year adjusted EBITDA guidance raised to $1,205 to $1,245 million from $1,177 to $1,237 million; Q3 2026 net revenue guidance $2,375 to $2,425 million
JLL reported second-quarter 2026 revenue of $6.9 billion, up 11% in USD, and net income attributable to common shareholders of $215.6 million, up from $112.3 million a year earlier. The company also raised its full-year adjusted EPS target range, which CEO Christian Ulbrich said reflects 34% year-over-year growth at the midpoint, a development that matters to shareholders because it signals management's updated view of profit for the year.
Revenue was $6.9 billion, up 11% in USD and 10% in local currency; Leasing Advisory rose 24% in local currency.
Diluted EPS was $4.59 versus $2.32 a year earlier; adjusted diluted EPS was $5.26 versus $3.30.
Full-year adjusted EPS target range was raised; the midpoint reflects 34% year-over-year growth per CEO Christian Ulbrich.
Share repurchases were $110 million in the quarter; $2.6 billion remained authorized as of June 30, 2026.
Baxter reported second-quarter 2026 sales of $2.96 billion, up 5%, and U.S. GAAP diluted EPS of $0.26, while adjusted diluted EPS of $0.56 fell 5% from a year earlier. The company raised its full-year 2026 adjusted EPS outlook to $1.95 to $2.15 from $1.85 to $2.05, and the results included a $0.11 per-share benefit from an IEEPA tariff refund. Shareholders also get a $0.01 quarterly dividend, payable October 1, 2026.
Q2 2026 sales of $2.96 billion rose 5% on both reported and organic bases; U.S. GAAP net income was $135 million from continuing operations.
Adjusted diluted EPS was $0.56, down from $0.59 a year earlier, partly offset by a $0.11 per-share IEEPA tariff refund benefit.
Full-year 2026 adjusted EPS guidance raised to $1.95 to $2.15 from $1.85 to $2.05; reported sales growth guidance raised to 3% to 4% from flat to 1%.
Board declared a quarterly cash dividend of $0.01 per share, payable October 1, 2026, to holders of record as of August 28, 2026.
Altria reported second-quarter 2026 adjusted diluted EPS of $1.48, up 2.8%, and revenues net of excise taxes of $5.4 billion, up 1.2%. The company narrowed its 2026 adjusted EPS guidance to $5.61 to $5.72, saying it is raising the lower end of the range, and raised its 2026 capital expenditure expectation to $375 million to $450 million.
Q2 2026 adjusted diluted EPS was $1.48, up 2.8%; reported diluted EPS was $1.37, down 2.8%.
Q2 net revenues were $6,111 million, up 0.1%; revenues net of excise taxes were $5,356 million, up 1.2%.
2026 adjusted diluted EPS guidance narrowed to $5.61 to $5.72, implying 3.5% to 5.5% growth from the $5.42 base in 2025.
2026 capital expenditures now expected at $375 million to $450 million, up from $300 million to $375 million, mainly for the USSTC Facilities Consolidation.
Terex reported second quarter 2026 sales of $2.2 billion, up 50.5% on a reported basis and 8.5% on a pro forma basis, and raised its full-year 2026 outlook. Net income rose to $110 million, but diluted EPS of $0.96 was below $1.09 a year earlier, and adjusted EPS of $1.37 was below $1.49. Shareholders get a higher sales and EBITDA forecast, while per-share profit fell in the quarter.
Q2 2026 net sales of $2.2 billion, up 50.5% reported and 8.5% pro forma; diluted EPS $0.96 versus $1.09 in Q2 2025
Adjusted EPS of $1.37 versus $1.49 a year earlier; the company says it included about $8 million of IEEPA tariff refunds, net of a one-time customs accrual
2026 outlook raised: sales of $7.9 billion to $8.2 billion, adjusted EBITDA of $960 million to $1 billion, adjusted EPS of $4.70 to $5.10
Conference call scheduled for Thursday, July 30, 2026, at 8:30 a.m. Eastern Time
Pagaya reported record second-quarter 2026 results, with GAAP net income attributable to shareholders of $45 million, up $29 million from a year earlier and above its $25 million to $45 million outlook. The press release states the company raised its full-year net income guidance to a range of $155 million to $180 million, though the filing does not give the prior range.
Q2 2026 total revenue and other income was $387 million, up 19% year over year, versus an outlook of $345 million to $365 million.
Q2 2026 Adjusted EBITDA was $124 million, up 43% year over year, versus an outlook of $100 million to $115 million.
Full-year 2026 GAAP net income is expected to be between $155 million and $180 million.
Third-quarter 2026 GAAP net income is expected to be between $42 million and $52 million.
Republic Airways reported second quarter 2026 revenue of $571.1 million, up 40.8% from a year earlier, after merging with Mesa Airlines on November 25, 2025. Net income fell to $31.2 million, or $0.68 per diluted share, from $37.4 million, or $0.94, a year earlier, while the company raised its full-year 2026 adjusted EBITDAR guidance to $395 million to $405 million from above $380.0 million.
Q2 2026 revenue was $571.1 million, up $165.5 million from the prior year quarter, mainly due to the Merger and higher block hour production.
Net income was $31.2 million, down from $37.4 million; diluted EPS was $0.68 versus $0.94. Adjusted net income per diluted share was $0.89.
Full-year 2026 revenue guidance was raised to about $2.1 billion from about $2.0 billion, and adjusted EBITDAR guidance to $395 million to $405 million from above $380.0 million.
Unrestricted cash and marketable securities were $277.6 million at June 30, 2026; total debt and lease liabilities were $1.2 billion.
American Electric Power reported second-quarter 2026 revenue of $5,445 million, up from $5,087 million a year earlier, but operating earnings fell to $742 million, or $1.36 per share, from $766 million, or $1.43 per share. The company raised its full-year 2026 operating earnings guidance to $6.25 to $6.55 per share from $6.15 to $6.45, which is a positive signal for shareholders even as quarterly profit declined.
Q2 2026 GAAP earnings were $713 million, or $1.31 per share, versus $1,226 million, or $2.29 per share, in Q2 2025
Q2 2026 operating earnings were $742 million, or $1.36 per share, versus $766 million, or $1.43 per share, a year earlier; the company cited the 2025 transmission minority interest sale and timing of tax-related items
2026 operating EPS guidance raised to $6.25 to $6.55 from $6.15 to $6.45; estimated GAAP EPS guidance is $6.16 to $6.46
Company reaffirmed 7% to 9% annual operating earnings growth through 2030, supported by a five-year, $78 billion capital plan
Quanta Services reported second-quarter 2026 revenue of $9.56 billion, up from $6.77 billion a year earlier, and GAAP diluted EPS of $2.96, up from $1.52. The company said it is significantly increasing its full-year 2026 expectations across all metrics, with revenue now expected at $39.3 billion to $39.7 billion, and attributed part of the outlook to recently completed acquisitions.
Q2 2026 net income attributable to common stock was $451.4 million, or $2.96 per diluted share, versus $229.3 million, or $1.52, in Q2 2025.
Q2 2026 adjusted diluted EPS was $4.24, compared with $2.48 in Q2 2025.
For full-year 2026, Quanta now expects revenue of $39.3 billion to $39.7 billion and adjusted diluted EPS of $16.45 to $16.95.
Acquisitions of Phalcon, Enerfab, Percheron and PSD carry aggregate upfront consideration of about $1.24 billion, net of cash acquired.
Xerox reported second-quarter 2026 revenue of $1.92 billion, up 22.0% from a year earlier, and GAAP net income of $13 million, or $0.07 per share, compared with a loss of $0.87 per share a year earlier. The company raised its full-year 2026 revenue and adjusted operating income guidance, but the results include a $105 million pre-tax benefit from IEEPA tariff receivables, and on a pro forma basis revenue fell 6.5%.
Q2 2026 revenue of $1.92 billion, up 22.0%; down 6.5% on a pro forma basis that includes Lexmark's results for the prior-year period
Adjusted operating income of $203 million, up from $59 million, including a $105 million pre-tax IEEPA tariff receivable benefit
Full-year 2026 guidance: revenue of approximately $7.6 billion (previously above $7.5 billion); adjusted operating income of $555 million to $605 million (previously $450 million to $500 million)
Lexmark gross cost synergy target raised by $50 million to at least $350 million
Ralliant reported second-quarter 2026 revenue of $568 million, up 13% from a year earlier, and net earnings per diluted share of $0.51 versus $0.42 in the prior-year quarter. The company raised its full-year 2026 outlook, with revenue now expected at $2.250 billion to $2.300 billion and adjusted EPS at $2.76 to $2.90.
Q2 2026 revenue of $568 million, up 13% year over year; net earnings of $57 million, or $0.51 per diluted share, versus $0.42 a year earlier
Full-year 2026 revenue outlook of $2.250 billion to $2.300 billion, with adjusted EPS of $2.76 to $2.90
Third-quarter 2026 outlook: revenue of $570 million to $590 million and adjusted EPS of $0.72 to $0.78
Completed a $100 million accelerated share repurchase in Q2; $400 million remained under the repurchase authorization at quarter end
Omnicell reported second quarter 2026 revenue of $312 million, up 7% from a year earlier, and GAAP net income of $24 million, or $0.52 per diluted share, versus $6 million a year earlier. The company raised its full-year 2026 non-GAAP EBITDA and non-GAAP EPS guidance, and narrowed its full-year revenue range to $1.225 billion to $1.245 billion. Results include a $15 million refund of previously paid IEEPA tariffs.
Q2 2026 non-GAAP EPS was $0.94, up from $0.45; non-GAAP EBITDA was $67 million, up from $38 million
Full-year 2026 guidance: non-GAAP EBITDA $175 million to $185 million; non-GAAP EPS $2.15 to $2.30
Q3 2026 total revenue guidance is $301 million to $307 million; full-year product bookings guidance is $425 million to $560 million
On July 1, 2026, Nnamdi Njoku was named President and Chief Operating Officer
Brunswick reported second-quarter 2026 net sales of $1,557.8 million, up 8 percent, with GAAP diluted EPS of $1.66 and as adjusted diluted EPS of $1.56. The company raised its full-year 2026 as adjusted diluted EPS guidance to $4.35 to $4.75, and the quarter included a benefit from IEEPA tariff refunds, which the company said it expects to total $25 to $30 million in 2026.
Q2 2026 net sales of $1,557.8 million, up 8 percent from Q2 2025; GAAP diluted EPS $1.66 versus $0.90, and as adjusted diluted EPS $1.56 versus $1.16
Full-year 2026 guidance: as adjusted diluted EPS $4.35 to $4.75, net sales $5.7 billion to $5.8 billion, free cash flow $400 million or more
Third quarter 2026 guidance: revenue of $1.4 billion to $1.5 billion and as adjusted diluted EPS of $1.20 to $1.40
Expected full-year incremental tariffs of about $40 million; Investor Day scheduled for August 11, 2026
Trane Technologies reported second-quarter 2026 revenue of $6.4 billion, up 11 percent, and GAAP continuing EPS of $4.20 versus $3.87 a year earlier. The company raised its full-year 2026 revenue and EPS guidance, citing strong commercial HVAC demand and a record backlog of $12.1 billion.
Q2 2026 net revenues $6,354 million, up 11 percent; organic revenues up 9 percent
Adjusted continuing EPS $4.31, up 11 percent from $3.88; GAAP continuing EPS $4.20 versus $3.87
Full-year 2026 adjusted continuing EPS guidance raised to $15.20 to $15.30; GAAP EPS guidance $15.00 to $15.10
Record backlog of $12.1 billion; EMEA adjusted operating margin fell 420 basis points to 13.1 percent
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