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).
Gates Industrial Corporation reported second-quarter 2026 net sales of $941.6 million, up 6.6% from a year earlier, and net income attributable to shareholders of $170.9 million, or $0.67 per diluted share, compared with $56.5 million, or $0.22, in the prior-year quarter. The company raised its full-year 2026 guidance for core sales growth, adjusted EBITDA and adjusted earnings per share, which matters to shareholders because it signals higher expected profitability for the year.
Second-quarter net sales were $941.6 million, up 6.6%, with core sales up 4.9%.
Net income attributable to shareholders was $170.9 million, or $0.67 per diluted share, versus $56.5 million, or $0.22, a year earlier; the quarter included an income tax benefit of $78.0 million.
Adjusted net income per diluted share was $0.44, up from $0.39 a year earlier.
Updated 2026 guidance: adjusted EBITDA of $800 million to $830 million (previously $775 million to $835 million) and adjusted EPS of $1.62 to $1.70 (previously $1.52 to $1.68).
nVent reported second-quarter 2026 sales of $1.5 billion, up 53%, and diluted EPS of $1.32, up 103%, with adjusted EPS of $1.45, up 69%. The company raised its full-year 2026 guidance, including adjusted EPS of $5.00 to $5.10, up from $4.45 to $4.55, which signals a higher earnings outlook for shareholders.
Q2 2026 operating income was $301 million, up 92%; adjusted operating income was $323 million, up 61%.
Full-year 2026 reported sales growth guidance is 37% to 39%, up from 26% to 28%.
Full-year 2026 GAAP EPS guidance is $4.29 to $4.39, up from $3.68 to $3.78; adjusted EPS guidance is $5.00 to $5.10, up from $4.45 to $4.55.
Third-quarter 2026 adjusted EPS is estimated at $1.35 to $1.38; a $0.21 quarterly dividend is payable August 7, 2026.
Protolabs reported record second quarter 2026 revenue of $149.3 million, up 10.6% from a year earlier, and GAAP diluted EPS of $0.37 versus $0.18 in the prior-year quarter. The company raised its full-year 2026 revenue growth guidance to 8% to 10%, from 6% to 8%, and gave third-quarter revenue guidance of $145.0 million to $153.0 million.
Q2 2026 revenue was a record $149.3 million, up 10.6% year-over-year; GAAP net income was $9,152 thousand, versus $4,427 thousand a year earlier
Non-GAAP diluted EPS was $0.60 versus $0.41 in Q2 2025; GAAP diluted EPS was $0.37 versus $0.18
Full-year 2026 revenue growth guidance raised to 8% to 10%, from 6% to 8%
Q3 2026 outlook: revenue of $145.0 million to $153.0 million and GAAP diluted EPS of $0.34 to $0.42
BrightSpring reported second quarter 2026 net revenue of $3.87 billion, up 23.0% from a year earlier, and net income of $87 million compared with $9 million in the second quarter of 2025. The company also raised its full-year 2026 revenue and Adjusted EBITDA guidance, which excludes the Community Living business it divested on March 30, 2026. For shareholders, the quarter shows higher revenue and profit and a higher full-year outlook.
Q2 2026 net revenue of $3,873 million, up 23.0% from $3,148 million; gross profit of $493 million, up 31.5%
Net income of $87 million vs. $9 million in Q2 2025; diluted EPS of $0.38 vs. $0.13 attributable to common shareholders
Full-year 2026 revenue guidance raised to $15,100 million to $15,425 million; Adjusted EBITDA guidance raised to $820 million to $845 million
Leverage fell to 2.15x at June 30, 2026, from 2.27x at March 31, 2026, after a $300.0 million First Lien Facility paydown
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
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
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