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).
Pentair said preliminary second-quarter 2026 sales are about $930 million, down 17% from its prior guidance of up about 1%, mainly because of Pool channel inventory destocking. It cut full-year 2026 adjusted EPS guidance to $4.60 to $4.80 from $5.30 to $5.40, and said CFO Nicholas Brazis resigned on July 10, 2026, with Robert Fishman named interim CFO.
Q2 2026 preliminary sales of about $930 million, down 17% versus prior guidance of up about 1%
Q2 2026 adjusted EPS of about $1.12 versus prior guidance of $1.47 to $1.50; GAAP EPS of about $0.80
Full-year 2026 adjusted EPS guidance cut to $4.60 to $4.80 from $5.30 to $5.40; full-year sales now expected down 4% to 7%
CFO Nicholas Brazis resigned July 10, 2026; Robert Fishman appointed interim CFO with a $125,000 monthly salary
Aehr Test Systems reported fourth-quarter fiscal 2026 revenue of $18.8 million and GAAP net income of $1.4 million, compared with a net loss a year earlier, while full-year revenue fell to $50.0 million and the full-year GAAP net loss widened to $7.1 million. The company guided fiscal 2027 revenue to $130 million to $150 million, supported by an effective backlog of $100.6 million, which it said represents 2.6x to 3.0x fiscal 2026 revenue.
Q4 fiscal 2026 revenue was $18.8 million, up from $14.1 million a year earlier; GAAP net income was $1.4 million, or $0.04 per diluted share, versus a loss of $(0.10) per share.
Fiscal 2026 revenue was $50.0 million, down from $59.0 million; GAAP net loss was $(7.1) million, or $(0.23) per diluted share, versus $(3.9) million in fiscal 2025.
Record quarterly bookings of $60.7 million; effective backlog of $100.6 million as of the filing date.
Fiscal 2027 revenue guidance of $130 million to $150 million, implying approximately 160% to 200% year-over-year growth; cash, cash equivalents and restricted cash were $116.5 million at May 29, 2026.
Allstate said Christian Lown will become Executive Vice President and Chief Financial Officer on August 3, 2026, succeeding Jess Merten, who became President of Property-Liability in October 2025. John Dugenske has served as interim CFO and will continue in that role until Lown starts. The filing sets Lown's pay package, including a $875,000 base salary and a $2,000,000 sign-on bonus, which matters to shareholders as a senior finance leadership change.
Christian Lown starts as EVP and CFO effective August 3, 2026, reporting to Chair, President and CEO Tom Wilson.
Lown's prior roles include CFO of CoStar Group (July 2024 to July 2026) and CFO of Freddie Mac (June 2020 to June 2024).
Compensation: $875,000 annual base salary, annual target cash incentive of 200% of salary, and equity incentive of 375% of salary.
Sign-on package: $2,000,000 one-time cash bonus and $4,100,000 in RSUs vesting ratably over three years.
Equinix said Chief Business Officer Jon Lin will separate from the company effective July 18, 2026, and that he will receive severance payments and benefits under the Executive Severance Plan, subject to a release of claims. The company has spread his responsibilities across its existing senior leadership and expects to announce a new Chief Product Officer soon.
Jon Lin, Chief Business Officer, separates from Equinix effective July 18, 2026
Severance payments and benefits under the Executive Severance Plan, subject to a release of claims
Responsibilities distributed across existing senior leadership team under a transition plan
New Chief Product Officer announcement expected in the near future
Ulta Beauty said board member Kelly Garcia will become its Chief Technology Officer effective August 31, 2026, and will resign from the board on that date. The change moves a board member into a senior executive role and is a leadership change rather than a financial result.
Kelly Garcia, a board member since 2022, is appointed Chief Technology Officer effective August 31, 2026.
Garcia resigns from the Board of Directors effective on his CTO start date.
Garcia previously served as Executive Vice President and CTO of Domino's Pizza since July 2012.
The filing contains no financial results or guidance.
PVH Corp. said its Employment Agreement with Alexis Rollier, currently Global Chief Operating Officer and Global Chief Financial Officer at Sephora, makes him CFO. He joins in early September 2026 and replaces Melissa Stone, who has served as interim CFO since January 1, 2026. The filing sets his base salary at $850,000 and details equity and severance terms, which matter to shareholders as they define the cost and terms of the company's new finance leader.
Alexis Rollier, age 57, will join PVH as CFO in early September 2026, succeeding interim CFO Melissa Stone through September 7, 2026.
Initial base salary is $850,000, with a target bonus of 100% of base salary and a 2027 equity grant of about $1,150,000 in PSUs plus about $1,150,000 in RSUs.
A $375,000 make-whole cash advance and a make-whole RSU award with a grant date value of $275,000 replace awards he forfeits at his current employer.
Severance is two times base salary plus target bonus if terminated without cause or for good reason, with higher protection within two years after a change in control.
Kestra Medical reported fiscal fourth-quarter 2026 revenue of $28.6 million, up 66%, and gave fiscal 2027 revenue guidance of $137 million, 44% above fiscal 2026. On July 10, 2026, it also entered a five-year senior secured term loan facility of up to $200.0 million, with $75.0 million funded at closing and used to repay its prior loan, which matters to shareholders because it adds debt secured by substantially all company assets.
Fiscal 4Q26 revenue was $28.6 million, up 66%, and gross margin was 54.8% versus 44.3% a year earlier.
FY27 revenue guidance is $137 million, compared with FY26 revenue of $95.1 million.
GAAP net loss was $38.8 million for the quarter versus $51.1 million a year earlier, but $131.6 million for the full year versus $113.8 million in FY25.
The July 10, 2026 loan has a $200.0 million facility, matures July 10, 2031, and requires at least $20.0 million in minimum liquidity.
Fortrea Holdings said Chief Accounting Officer Robert Parks will resign effective August 7, 2026, to pursue an opportunity outside the contract research industry, and that Vice President of Accounting Carrie Russell will serve as interim principal accounting officer. The filing also details the transition of CFO Jill McConnell, who will remain employed through September 8, 2026, with severance of $1,017,500 if she stays through that date. The company states Parks' decision was not the result of any disagreement over operations, policies, or accounting practices.
Robert A. Parks informed the company on July 8, 2026, of his resignation as Chief Accounting Officer and principal accounting officer, effective August 7, 2026.
Carrie Russell, Vice President of Accounting since August 2024, becomes interim principal accounting officer and interim Chief Accounting Officer, receiving a one-time $20,000 bonus plus $10,000 per month.
CFO Jill McConnell stays through September 8, 2026, with severance of $1,017,500 paid in two installments of $508,750, and a consulting agreement runs through March 8, 2027.
Repay Holdings agreed on July 13, 2026 to a cooperation agreement with PCP Managers II, L.P., an affiliate of one of its largest stockholders, and expanded its board from six to seven members. Zachary F. Sadek, a Senior Partner at Parthenon Capital Partners, was appointed to the board effective July 13, 2026, and the company agreed to nominate him for election at its 2027 annual meeting. The filing contains no financial results, so the change is a governance development rather than a measure of business performance.
Board size increased from six to seven members; Zachary F. Sadek appointed effective July 13, 2026.
Sadek's initial term expires at the 2027 annual meeting; the company agreed to nominate him for election there.
The agreement includes customary standstill and confidentiality terms that remain in effect until the earlier of 30 days after Sadek leaves the board or the first day after the 2027 annual meeting concludes.
The company says six of seven directors now qualify as independent under NASDAQ guidelines.
JPMorgan Chase reported second-quarter 2026 net income of $21.2B and diluted EPS of $7.70, up from $6.2B and $2.46 a year earlier, with managed revenue of $58.0B up 27% year over year. The results include a $4.6B net gain tied to Visa shares and $1.0B of equity investment gains; excluding these significant items, net income was $16.9B and EPS was $6.14. The Firm also raised its full-year 2026 adjusted expense outlook to about $107.5B, citing higher volume- and revenue-related expenses.
Net income $21.2B and EPS $7.70 for 2Q26; excluding significant items, net income $16.9B and EPS $6.14
Managed revenue $58.0B, up 27% YoY; expense $27.3B, up 15% YoY
Significant items: $4.6B net gain related to Visa shares and $1.0B of equity investment gains
FY2026 adjusted expense outlook of about $107.5B, increased from prior outlook; FY2026 net interest income outlook about $105.5B
Citigroup reported second-quarter 2026 net income of $5.8 billion, or $3.15 per diluted share, up from $4.0 billion, or $1.96 per share, a year earlier, on revenues of $24.8 billion, up 14%. The company said it will raise its planned dividend by 12% and has launched a $30 billion buyback plan, which the filing presents as a way to return more capital to shareholders.
Q2 2026 revenues of $24.8 billion, up 14% from $21.7 billion in Q2 2025
Diluted EPS of $3.15 versus $1.96 in the prior-year quarter, helped by a lower share count from repurchases
Planned dividend to increase 12% and a $30 billion buyback plan launched
Common Equity Tier 1 capital ratio of 12.8%, up from 12.7% at the end of the prior quarter
Ligand Pharmaceuticals completed its merger with XOMA Royalty on July 14, 2026, paying $39.00 per share in cash plus one contingent value right (CVR) per share, for a total equity value of approximately $739 million. In connection with the closing, Ligand entered an amended credit agreement providing a $125.0 million revolving credit facility maturing September 12, 2028. Ligand expects the deal to be immediately accretive, but CVR holders may receive no payment, depending on the outcome of pending litigation at XOMA Royalty.
Consideration: $39.00 per XOMA Royalty share in cash plus one CVR per share, with total equity value of approximately $739 million
Ligand expects the deal to add approximately $0.50 per share to projected 2026 adjusted EPS and $1.50 per share to projected 2027 adjusted EPS
Amended Credit Agreement provides a $125.0 million revolving credit facility maturing September 12, 2028, secured by certain collateral and guaranteed by material domestic subsidiaries
Ligand will provide an updated 5-year outlook at its Investor Day on December 8, 2026
First Bancorp (Nasdaq: FBNC) signed a merger agreement to acquire First Carolina Bancshares Corporation, parent of Carolina Bank & Trust of Florence, South Carolina, in a deal with an aggregate value of $166 million. The filing says the deal is expected to close in the fourth quarter of 2026 or early in the first quarter of 2027, subject to First Carolina shareholder approval and regulatory approvals, and that the companies expect First Bancorp's quarterly earnings release on July 22, 2026 to be in line with market expectations.
Consideration to First Carolina shareholders: 14.5340 First Bancorp shares plus $294.94 in cash per First Carolina share, based on First Bancorp's $64.22 share price as of July 13, 2026
Total consideration includes 1,967,017 First Bancorp shares and $40 million in cash
Carolina Bank & Trust had approximately $831 million in assets, according to the press release
Under certain circumstances, First Carolina may owe First Bancorp a $6.4 million termination fee; the agreement can be terminated if the merger is not completed by June 30, 2027
Diodes Incorporated agreed on July 10, 2026, to acquire ElevATE Semiconductor, a San Diego fabless chip designer for automated test equipment, through a merger. The base price is $250.0 million in cash, subject to adjustments, plus up to $50.0 million in earnout payments tied to 2027 through 2030 revenue and gross margin targets. The deal is subject to closing conditions including HSR Act clearance and is expected to close in the second half of 2026.
Base purchase price of $250.0 million in cash, subject to customary adjustments for cash, debt, transaction costs, taxes and working capital
Earnout of up to $50.0 million based on post-closing revenue and gross margin thresholds for calendar years 2027 through 2030
Diodes expects ElevATE to add approximately $50 million of revenue in the first twelve months after closing
Expected close in the second half of 2026, subject to regulatory approvals including the HSR Act waiting period
HCA Healthcare preliminarily reported second-quarter 2026 revenues of $20.230 billion and net income of $1.699 billion, or $7.62 per diluted share, both up from the year-earlier quarter. The company also lowered its 2026 net income and EPS guidance, citing a payer mix shift from health insurance exchange coverage losses, which shareholders should weigh against the stronger quarter. The preliminary figures are unaudited and subject to final quarterly closing procedures.
Q2 2026 revenues about $20.230 billion vs. $18.605 billion in Q2 2025; net income $1.699 billion ($7.62 per diluted share) vs. $1.653 billion ($6.83).
2026 diluted EPS guidance lowered to $28.70 to $30.50 from $29.10 to $31.50; net income guidance lowered to $6.300 billion to $6.700 billion from $6.495 billion to $7.035 billion.
Q2 unfavorable payer mix impact from exchange coverage losses estimated at about $400 million, partly offset by about $400 million of incremental Medicaid Supplemental Payment Program benefit.
Second-quarter earnings call scheduled for Friday, July 24, 2026, at 9:00 a.m. Central Time.
Goldman Sachs reported second-quarter 2026 net revenues of $20.34 billion and net earnings of $6.63 billion, compared with $14.58 billion in revenue for the same quarter of 2025. Diluted EPS was $20.98, up from $10.91 a year earlier, and the board raised the quarterly dividend to $5.00 per share from $4.50 starting in the third quarter, which matters to shareholders because it increases cash returned to them.
Net revenues were $20.34 billion, up 39% from the second quarter of 2025 and 18% from the first quarter of 2026.
Diluted EPS was $20.98 versus $10.91 a year earlier; net earnings were $6.63 billion.
Quarterly dividend increased to $5.00 per share from $4.50, payable September 29, 2026 to holders of record on September 1, 2026.
Operating expenses rose 26% year over year to $11.67 billion; the firm returned $5.36 billion to common shareholders during the quarter.
IBM released selected preliminary second-quarter 2026 results, saying its final figures could differ slightly. Revenue rose 1% to $17.2 billion, but Infrastructure revenue fell 7% and GAAP diluted EPS declined 2% to $2.27, while operating (non-GAAP) EPS rose 5% to $2.93. CEO Arvind Krishna said the quarter was below the company's expectations, mainly because numerous large deals failed to close on the expected timelines.
Revenue of $17.2 billion, up 1%; Software up 5%, Consulting flat, Infrastructure down 7%
GAAP diluted EPS of $2.27, down 2%; operating (non-GAAP) EPS of $2.93, up 5%
GAAP gross profit margin 57.7%, down 100 basis points; GAAP pre-tax income margin 14.4%, down 90 basis points
Management will discuss full-year expectations on the conference call on July 22, 2026, at 5:00 p.m. ET
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.