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).
Matson preliminarily estimated second-quarter 2026 operating income of $153.0 million to $160.0 million, net income of $124.8 million to $130.3 million, and diluted EPS of $4.12 to $4.30, all up year over year. The company attributed the increase mainly to higher contribution from its China service, and it also repurchased about 0.3 million shares for $67.8 million during the quarter.
Expected 2Q26 operating income of $153.0 to $160.0 million, versus $113.0 million in the prior-year quarter
Expected 2Q26 net income of $124.8 to $130.3 million and diluted EPS of $4.12 to $4.30, versus $94.7 million and $2.92
Repurchased about 0.3 million shares for $67.8 million in 2Q26; about 3.4 million shares remain under the program as of June 30, 2026
Second-quarter earnings call scheduled for August 3, 2026 at 4:30 p.m. ET
Home BancShares reported second quarter 2026 results that include its completed acquisition of Mountain Commerce Bancorp. Net income was $119.3 million and total revenue reached a company-record $295.1 million, up 10.6% from the first quarter. GAAP diluted EPS was $0.59, down from $0.60 in the prior quarter, while adjusted EPS was $0.64 after $12.7 million of merger-related expenses.
Net income of $119.3 million versus $118.2 million in Q1 2026 and $118.4 million in Q2 2025
Adjusted net income of $128.1 million, a company record, excluding merger expenses and certain other items
Total revenue (net) of $295.1 million, up 10.6% from $266.7 million; GAAP diluted EPS of $0.59 versus $0.60 in Q1 2026
Quarter-end total deposits of $19.11 billion, up from $17.74 billion at March 31, 2026, including the Mountain Commerce acquisition
J.B. Hunt Transport Services reported second quarter 2026 net earnings of $181.0 million, or $1.91 per diluted share, versus $128.6 million, or $1.31 per share, a year earlier. Total operating revenue rose 19% to $3.50 billion, and operating income rose 32% to $259.5 million, though fuel surcharge revenue accounted for part of the revenue gain. For shareholders, the quarter shows higher earnings per share, and the company bought back about 392,000 shares for about $98 million in the quarter.
Net earnings $181.0 million vs. $128.6 million; diluted EPS $1.91 vs. $1.31 (up 45%)
Revenue $3.50 billion, up 19%; excluding fuel surcharge revenue, up 11%
Intermodal operating income $150.9 million, up 58%; Truckload posted a $1.3 million operating loss
Debt about $1.15 billion at June 30, 2026, vs. $1.72 billion a year earlier; 2026 tax rate expected at 24.0% to 24.5%
Celsius Holdings amended its credit agreement on July 15, 2026, cutting the interest rate on its term loan by 0.25%, with a possible further 0.25% cut tied to achieving certain credit ratings. The company used a new $694.75 million term loan to fully repay the $700 million existing term loan, with no prepayment penalties, which lowers borrowing costs for shareholders.
Second Amendment reduces the Term Loan Facility interest rate by 0.25%, with a potential additional 0.25% cut if certain public corporate or corporate family ratings are achieved on an ongoing basis
New term loan of $694.75 million repaid the entire $700 million Existing Term Loan on July 15, 2026
No prepayment penalties were incurred; Revolving Facility interest rate is unchanged
Marwynn Holdings, Inc. disclosed that Nasdaq notified it on July 10, 2026, that it had regained compliance with the $1.00 minimum bid price requirement for continued listing. The company had received a deficiency notice on January 29, 2026, and had until July 28, 2026 to regain compliance. The filing shows the stock closed at or above $1.00 for 10 consecutive business days, which removes the risk of delisting on this issue.
Nasdaq deficiency notice received January 29, 2026, for bid price below $1.00 for 30 consecutive business days
Nasdaq letter dated July 10, 2026, confirmed compliance with Listing Rule 5550(a)(2)
Closing bid price at or above $1.00 for 10 consecutive business days, June 25 to July 9, 2026
United Airlines Holdings reported second-quarter 2026 results, with total operating revenue of $17.7 billion, up 16.0% from a year earlier, and diluted earnings per share of $2.46 (adjusted $1.99). It raised its full-year 2026 adjusted diluted EPS guidance to $9.00-$11.00, but expects nearly $6 billion in added fuel expense for the year versus its January expectation, which is the main cost pressure for shareholders.
Q2 2026 total operating revenue $17.7 billion, up 16.0%; net income $805 million; pre-tax earnings $1.0 billion
Full-year 2026 adjusted diluted EPS guidance raised to $9.00-$11.00
Q2 aircraft fuel expense rose $2.3 billion, or 84%; company expects to recover 80%-90% of the increase in Q3 and 100% by Q4
Ending available liquidity of $19.6 billion; total debt and lease obligations of $26.5 billion at quarter end
Union Bankshares reported second-quarter 2026 net income of $2.9 million, or $0.61 per share, up from $2.4 million, or $0.53 per share, a year earlier. Six-month net income was $5.9 million, or $1.26 per share, compared with $4.9 million, or $1.08 per share, in the same period of 2025. The board also declared a $0.36 quarterly dividend, and the press release describes a leadership transition in which David S. Silverman is moving from chief executive to chair.
Q2 2026 net income $2.9 million, or $0.61 per share, versus $2.4 million, or $0.53 per share, in Q2 2025
Six months ended June 30, 2026 net income $5.9 million, or $1.26 per share, versus $4.9 million, or $1.08 per share
Quarterly cash dividend of $0.36 per share, payable August 6, 2026 to holders of record as of July 27, 2026
Jeffrey F. Weidley is president and CEO; David S. Silverman is transitioning from CEO to Chair of the Board
American Express reported June 2026 credit statistics for its U.S. Consumer and U.S. Small Business Card balances held for investment. Write-off and delinquency rates improved in June, but the company said a sale of previously written-off balances to a third party reduced the June write-off rates.
U.S. Consumer net write-off rate (principal only) was 1.4% in June 2026, versus 2.0% in May and 2.1% in April.
U.S. Small Business net write-off rate was 2.3% in June 2026, versus 2.6% in May and 2.4% in April.
The June sale reduced the net write-off rates by about 0.3% for U.S. Consumer and 0.1% for U.S. Small Business.
Total held-for-investment Card balances were $159.7 billion at June 30, 2026, down from $160.5 billion at May 31, 2026.
Veradermics said topline results from its open-label Phase 2 Study 207 showed increases in hair count and patient-reported improvement in women with mild-to-moderate pattern hair loss after six months of oral VDPHL01 treatment. The company said the results support its registration-directed Phase 2/3 Study 306 in women, with topline data expected in the first half of 2027. The filing contains no financial results, and the study was open-label.
Study 207 enrolled 28 adult female participants; women on VDPHL01 4.5 mg once daily or twice daily showed mean non-vellus hair count increases of 22.7 and 23.3 hairs/cm² at Month 6.
88.9% (once daily) and 90.0% (twice daily) of women rated improved or much improved on the AAIRS at Month 6.
No treatment-related serious adverse events were reported; the most common adverse events were hypertrichosis and peripheral edema.
Topline results from Phase 2/3 Study 306 in women are anticipated in the first half of 2027.
Cintas reported fiscal 2026 fourth-quarter results for the quarter ended May 31, 2026, with revenue up 8.9%, diluted EPS up 15.6% to $1.26, and adjusted diluted EPS up 18.3% to $1.29. For fiscal 2027 it guided to revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding the proposed UniFirst acquisition.
Q4 fiscal 2026 revenue was $2.91 billion, up 8.9%; organic revenue growth was 8.4%
Q4 gross margin was 51.0% of revenue, equal to the all-time high; diluted EPS was $1.26 and adjusted diluted EPS was $1.29
Fiscal 2027 guidance: revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding UniFirst deal impacts
UniFirst acquisition: shareholders approved on June 11, 2026, and the FTC issued a second request; Cintas still expects closing in the second half of calendar 2026
Morgan Stanley reported second-quarter 2026 net revenues of $21.3 billion, up from $16.8 billion a year earlier, and diluted EPS of $3.46 versus $2.13. The board also reauthorized a share repurchase program of up to $20 billion and raised the quarterly dividend by 15 cents to $1.15 per share, which matters to shareholders because it signals both higher earnings and expanded capital return.
Net income applicable to Morgan Stanley was $5.6 billion, or $3.46 per diluted share, versus $3.5 billion, or $2.13, a year ago.
The board reauthorized a multi-year common stock repurchase program of up to $20 billion, starting in the third quarter of 2026, with no set expiration date.
The quarterly dividend was raised to $1.15 per share, payable August 14, 2026, to shareholders of record on July 31, 2026.
Johnson & Johnson reported second-quarter 2026 reported sales of $25.3 billion, up 6.6%, and adjusted EPS of $2.90, up 4.7%, while GAAP diluted EPS was $2.27, down 0.9%. The company raised its 2026 adjusted EPS guidance by $0.13 to a midpoint of $11.68, which signals stronger expected profit for shareholders this year.
Q2 2026 reported sales were $25.3 billion, up 6.6% from $23.7 billion a year earlier.
GAAP diluted EPS was $2.27 versus $2.29 in Q2 2025; net earnings were $5.5 billion, down 0.1%.
Adjusted diluted EPS was $2.90 versus $2.77, up 4.7%.
2026 adjusted EPS guidance midpoint rose to $11.68, up $0.13, with estimated reported sales midpoint of $101.1 billion.
PNC reported second quarter 2026 net income of $2.1 billion, or $4.81 per diluted share, and $4.85 per share as adjusted for FirstBank integration costs and other significant items. Total revenue rose to $6.9 billion, up 12% from the first quarter and 21% from a year earlier, and the board raised the quarterly dividend 18% to $2.00 per share, which matters to shareholders because it increases the cash return on each share.
Net income of $2.1 billion and diluted EPS of $4.81, compared with $4.13 in the first quarter of 2026 and $3.85 in the second quarter of 2025
Total revenue of $6.9 billion, up $710 million from the first quarter and $1.2 billion from the second quarter of 2025
Quarterly dividend raised to $2.00 per share from $1.70, payable August 5, 2026 to holders of record on July 20, 2026
Visa exchange gain of $448 million was largely offset by a $140 million PNC Foundation contribution and a $139 million securities loss
BlackRock reported second quarter 2026 results, with diluted EPS of $12.19, up 20% from $10.19 a year earlier, and $13.91 as adjusted, up 15%. Revenue rose 31% to $7.08 billion and operating income rose 42% to $2.46 billion, and the company raised its planned quarterly share repurchases to $550 million, which matters to shareholders because it signals a larger return of capital.
Q2 2026 revenue was $7,084 million, up from $5,423 million; operating income was $2,461 million, up from $1,731 million.
Q2 2026 long-term net inflows were $199 billion; total net inflows were $192 billion, and first-half net inflows were $321 billion.
Company repurchased $450 million of shares in the quarter and increased planned quarterly repurchases to $550 million.
Assets under management reached $15.3 trillion at June 30, 2026.
First Horizon reported second quarter 2026 net income available to common shareholders of $260 million, or $0.54 per diluted share, up from $233 million and $0.45 a year earlier. Results improved from the first quarter, when the company reported $257 million and $0.53 per share, and the company's return on common equity was 12.3%.
Net income available to common shareholders was $260 million, up 12% from $233 million in second quarter 2025.
Diluted EPS was $0.54, compared with $0.53 in first quarter 2026 and $0.45 in second quarter 2025.
Noninterest expense rose to $531 million, up $26 million from the prior quarter; the net interest margin was 3.49%, down 3 basis points.
Share repurchases totaled $100 million at an average price of $24.52 per share, and the CET1 ratio was 10.5%.
BNY reported second-quarter 2026 results on July 15, 2026, with total revenue of $5.7 billion, up 13% from a year earlier, and diluted earnings per share of $2.45, up 27% from $1.93. Net income applicable to common shareholders rose 22% to $1.7 billion, and the company returned $1.5 billion to common shareholders in the quarter.
Total revenue of $5,698 million, up 13% year over year and 5% from the first quarter of 2026
Diluted EPS of $2.45, compared with $1.93 a year earlier and $2.24 in the first quarter of 2026
Noninterest expense of $3.4 billion, up 7% year over year; pre-tax operating margin of 39.8%
Returned $1.5 billion to common shareholders: $1.1 billion in share repurchases and $371 million in dividends; CET1 ratio of 11.0%
M&T Bank Corporation reported second quarter 2026 net income of $818 million, up 14% from $716 million a year earlier, and diluted earnings of $5.32 per share, up from $4.24. The company said the results reflect strong contributions from its commercial, retail, institutional services and wealth management businesses, and it repurchased $465 million of its common stock during the quarter.
Net income of $818 million vs. $716 million in Q2 2025 and $664 million in Q1 2026
Diluted earnings per share of $5.32, vs. $4.24 in Q2 2025 and $4.13 in Q1 2026
Net operating income of $823 million; net interest margin steady at 3.70%
Provision for credit losses fell to $120 million from $140 million in Q1 2026; nonaccrual loans were $1.2 billion at June 30, 2026
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.