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.
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
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
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
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%.
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.
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%
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.
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.
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.
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
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%
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
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
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.
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
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.
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
Extra Space Storage reported second-quarter 2026 net income of $1.25 per diluted share, up 5.9% from a year earlier, and Core FFO of $2.15 per diluted share, up 4.9%. The company raised its full-year 2026 Core FFO estimate to $8.25 to $8.40 per share from $8.05 to $8.35, which signals a higher expected earnings level for shareholders.
Q2 2026 net income of $1.25 per diluted share, up 5.9% from the same period in 2025
Q2 2026 Core FFO of $2.15 per diluted share, up 4.9%; same-store NOI rose 3.5%
2026 Core FFO outlook raised to $8.25 to $8.40 per share from $8.05 to $8.35 (July 28, 2026)
Same-store occupancy was 94.2% at June 30, 2026, versus 94.4% a year earlier
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.