1,637 material Form 8-K filings that 1,367 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).
Bone Biologics' board voted on July 15, 2026 to postpone the annual stockholder meeting from August 11 to September 28, 2026, so an additional proposal can be included in the proxy statement and stockholders have more time to review it. The company also moved the record date to August 6, 2026 and the deadline for director nominations and other proposals to July 26, 2026. The change is administrative and does not state any financial results.
Annual meeting moved from August 11, 2026 to September 28, 2026, at 11:30 a.m. Eastern Time in Burlington, Massachusetts
New record date set for August 6, 2026
Stockholder deadline for director nominees or proposals is now July 26, 2026
Company plans to file a Definitive Proxy Statement on Schedule 14A with an additional stockholder proposal
Union Bankshares appointed Carrie R. Locklin, previously Union Bank's Chief Accounting Officer, as Chief Financial Officer of the company and Union Bank, effective July 15, 2026. Karyn J. Hale, the prior CFO, keeps the title of Chief Operating Officer of Union Bank and Vice President of the company. The filing also announces that Mitchell Kent was promoted to Senior Risk Officer, succeeding Patricia Hogan after her retirement.
Carrie R. Locklin, age 52, appointed CFO of Union Bankshares and Union Bank effective July 15, 2026
Karyn J. Hale, age 56, steps down as CFO and remains Chief Operating Officer of Union Bank and a Vice President of the company
Locklin joined Union Bank in 2006, according to the July 16, 2026 press release (Exhibit 99.1)
Mitchell Kent promoted to Senior Risk Officer, succeeding Patricia Hogan following her retirement
HEICO sold $1.2 billion of senior notes in two tranches, closing on July 16, 2026, and plans to use the net proceeds to pay down borrowings under its existing revolving credit facility. The filing describes the debt as a new direct financial obligation, with interest payable semi-annually and maturities in 2031 and 2036.
$550 million of 4.950% Senior Notes due August 1, 2031, and $650 million of 5.400% Senior Notes due August 1, 2036
Net proceeds to repay borrowings under the $2.2 billion revolving credit agreement
Interest paid February 1 and August 1 each year, starting February 1, 2027
Notes are unsecured senior obligations and rank equally with existing senior unsecured debt
DBV Technologies reported a second-quarter 2026 net loss of $50.4 million, up from $41.9 million a year earlier, with six-month losses of $98.0 million versus $69.0 million. The company said it now expects to submit its BLA for the VIASKIN Peanut Patch in the third quarter of 2026, and it reported $174.9 million in cash, funding operations into the third quarter of 2027.
Q2 2026 net loss was $50.4 million, up from $41.9 million in Q2 2025; six-month net loss was $98.0 million versus $69.0 million.
Six-month R&D expenses rose to $64.6 million from $55.2 million, and SG&A rose by $20.7 million, as the company prepares for a potential U.S. launch.
Cash and cash equivalents were $174.9 million as of June 30, 2026, funding operations into the third quarter of 2027.
BLA submission for VIASKIN Peanut Patch in children aged 4 through 7 is now anticipated in the third quarter of 2026, after the prior timing of the second quarter.
On July 15, 2026, Cannae Holdings closed the sale of its interest in Brasada Ranch to a company owned by director William P. Foley, II. In the same transaction, the company and Mr. Foley signed a letter agreement that deletes a provision of his Director Services Agreement allowing him to sell 50% of his Cannae common stock back to the company at defined prices.
Sale of Cannae's Brasada Ranch interest to a Foley-owned company closed on July 15, 2026.
Letter Agreement dated July 15, 2026 deletes Section 11(a) of the Director Services Agreement dated May 12, 2025.
Deleted Section 11(a) had allowed Mr. Foley to sell 50% of his Cannae shares back to the company at defined prices.
The full Letter Agreement is filed as Exhibit 10.1.
Cohen & Steers reported second-quarter 2026 results on July 16, 2026. GAAP revenue rose to $152.7 million from $136.1 million a year earlier, and diluted EPS was $0.95 versus $0.72, with assets under management reaching $100.1 billion and net inflows of $1.3 billion, the strongest quarter since Q4 2021. The filing contains no earnings guidance, and the headline measures improved from a year earlier.
GAAP revenue of $152.7 million, up from $145.6 million in Q1 2026 and $136.1 million in Q2 2025
Diluted EPS of $0.95 GAAP and $0.85 as adjusted, compared with $0.72 in Q2 2025
AUM of $100.1 billion at June 30, 2026, up from $93.1 billion at March 31, 2026, with net inflows of $1.3 billion
Board declared a $0.67 quarterly dividend per share; Amit Muni was appointed CFO in May 2026
Clearway Energy released an operational update for the three and six months ended June 30, 2026, reporting that second-quarter Compensable Generation was lower than the volumes needed to reach the midpoint of its FY2026 financial guidance. Wind and solar output was about 5% below expectations, driven by weaker wind resource in CAISO and ERCOT linked to the El Niño / Southern Oscillation pattern, which points to lower generation-based results for shareholders.
Wind and Solar segments produced approximately 5% fewer GWh than expected in 2Q 2026.
Wind resource measured 87% of P-50 expectations in CAISO and 98% in ERCOT for the year to date.
2Q 2026 Plant Availability was 99% for Solar, 97% for Flexible Generation and 92% for Wind.
Year-to-date 2026 Compensable Generation reflects the low end of the quarterly range noted in the Q1 2026 earnings presentation.
Simmons First National Corp reported second quarter 2026 net income of $66.7 million, or $0.46 per diluted share, compared with $68.5 million, or $0.47 per share, in the first quarter of 2026 and $54.8 million, or $0.43 per share, a year earlier. Total revenue rose to $248.6 million from $241.4 million in the prior quarter, and the company's adjusted diluted EPS was $0.50, excluding certain items such as branch rightsizing and severance costs. The filing gives no earnings guidance for future periods.
Net income $66.7 million vs. $68.5 million in Q1 2026 and $54.8 million in Q2 2025
Diluted EPS $0.46 vs. $0.47 in Q1 2026 and $0.43 in Q2 2025; adjusted diluted EPS $0.50
Total revenue $248.6 million vs. $241.4 million in Q1 2026 and $214.2 million in Q2 2025
Repurchased about 0.7 million shares at an average price of $21.52; about $161 million remained under the 2026 program as of June 30, 2026
Movado Group entered Amendment No. 7 to its credit agreement with Bank of America as administrative agent, extending its senior secured revolving credit facility from October 28, 2026 to July 16, 2031. The amendment also reduces the facility's commitments from $100.0 million to $75.0 million and raises interest rate margins by 0.10% per annum. As of July 16, 2026, no loans were drawn under the facility, so the changes mainly affect the company's long-term borrowing terms and available credit capacity.
Maturity extended from October 28, 2026 to July 16, 2031
Commitments reduced from $100.0 million to $75.0 million
Interest rate margins increased by 0.10% per annum; 0.10% SOFR adjustment eliminated
As of July 16, 2026, no loans drawn, about $299,000 in letters of credit outstanding, and availability of about $74.701 million
Upwork said its Chief Financial Officer and principal financial officer, Erica Gessert, began a temporary medical leave effective July 14, 2026. CEO Hayden Brown will serve as interim principal financial officer during the leave, and the company said she will receive no additional compensation for the role.
CFO Erica Gessert's temporary medical leave is effective July 14, 2026.
The company expects Gessert to return to her role during the fourth quarter of 2026.
CEO Hayden Brown will act as interim principal financial officer during the leave, with no additional pay for the role.
Coca-Cola disclosed that fairlife, its dairy company, found unauthorized third-party access to part of its systems, including production systems, tied to a ransomware event. Production at fairlife's US operations is temporarily suspended, while Canadian operations are not currently affected, and the company says product quality and safety have not been impacted.
fairlife, a Coca-Cola-owned dairy company, identified the unauthorized access on or before July 16, 2026
US fairlife production operations are temporarily suspended; Canada production is not currently affected
Coca-Cola has notified law enforcement and is working with outside advisors and cybersecurity experts; full scope and impact are not yet known
The company has not yet determined whether the incident is reasonably likely to materially affect Coca-Cola
John B. Sanfilippo & Son announced that CEO Jeffrey T. Sanfilippo will become Executive Chair on October 1, 2026, and the board named Jasper B. Sanfilippo, Jr. as his successor as CEO on that date. The board also named CFO Frank Pellegrino as President and CFO effective the same day, so leadership changes take effect together.
Jasper B. Sanfilippo, Jr., 58, current COO, President and Secretary, becomes CEO effective October 1, 2026; he has been with the company since 1991 and joined the board in December 2003.
Jeffrey T. Sanfilippo moves from CEO to Executive Chair of the Board effective October 1, 2026.
Frank Pellegrino, 52, current CFO and Executive Vice President, Finance and Administration, becomes President and CFO effective October 1, 2026.
Related party lease and compensation arrangements are described in the September 11, 2025 proxy statement, incorporated by reference.
SM Energy said it expects a net derivative settlement loss of about $220 million for the second quarter of 2026. Its average realized oil price before derivative settlements was $96.85 per barrel, but $80.62 per barrel after them, so hedging reduced the oil price it realized. The figures are preliminary, the filing does not give revenue, earnings per share or full-year guidance, and results remain subject to the company's closing process.
Average oil price realized before derivative settlements was $96.85 per Bbl for the three months ended June 30, 2026; after net derivative settlements it was $80.62 per Bbl.
Average gas price realized was $0.17 per Mcf before and $1.54 per Mcf after net derivative settlements.
Average NGL price realized was $24.69 per Bbl before and $24.83 per Bbl after net derivative settlements.
The company anticipates a net derivative settlement loss of approximately $220 million for the second quarter of 2026.
Independent Bank Corp. reported second quarter 2026 net income of $81.8 million, or $1.70 per diluted share, up from $79.9 million, or $1.63 per diluted share, in the first quarter. The company repurchased about 964,000 shares for $75.0 million during the quarter, but its net interest margin fell 5 basis points to 3.85%, and total loans declined slightly. Shareholders benefit from higher quarterly earnings and continued share buybacks, while margin pressure and a $2.1 million core conversion cost are less favorable.
Net income of $81.8 million, or $1.70 per diluted share, compared with $79.9 million, or $1.63 per diluted share, in the first quarter of 2026
Net interest margin of 3.85%, down 5 basis points from the prior quarter; net interest income of $210.9 million, down 0.7%
Repurchased about 964,000 shares for $75.0 million; about $151 million remains under the $200 million buyback plan adopted April 30, 2026
Total loans of $18.4 billion, down $31.2 million, or 0.2%; total deposits up $294.6 million, or 1.5%, to $20.4 billion
Alcoa reported second quarter 2026 revenue of $3,966 million, a quarterly record, and net income attributable to the company of $407 million, or $1.53 per diluted share, down from $425 million and $1.60 in the first quarter. The company also lowered its 2026 alumina production and shipment projections because of lower output at its Pinjarra, Australia refinery, a mixed picture for shareholders.
Revenue of $3,966 million rose 24 percent sequentially from $3,193 million in the first quarter and was up from $3,018 million in the second quarter of 2025.
Adjusted earnings per share were $2.12, up from $1.40 in the first quarter, excluding net special items of $155 million.
2026 alumina production projection cut to 9.5 to 9.6 million metric tons, and alumina shipments projection cut to 11.5 to 11.6 million metric tons.
Alcoa entered a definitive agreement on June 30, 2026 to acquire South32's bauxite, alumina and aluminum assets for upfront consideration of about $4.1 billion, plus a contingent value right of up to $750 million.
On July 16, 2026, ArcBest announced a restructuring plan that includes a workforce reduction of about 2%, the closure of ten ABF Freight service centers in smaller markets, the retirement of the MoLo and Panther brands, and the discontinuation of the Vaux Freight Movement System. The company expects about $76.5 million in non-cash impairments and $6.0 million to $7.0 million in cash charges, which will weigh on reported results in the second and third quarters of 2026, and about $40 million in annualized run-rate cash savings, which it says are not incremental to its 2028 Investor Day targets.
Non-cash impairments of about $76.5 million expected in Q2 2026: $25.7 million for the Panther trade name and $50.8 million tied to Vaux Freight Movement System assets
Cash charges of $6.0 million to $7.0 million, expected mainly in Q3 2026, primarily for severance and other employee benefits
Separate non-cash impairment of about $8.8 million in Q2 2026 on leased office space in the Asset-Light segment
Plan expected to yield about $40 million in annualized run-rate cash savings; MoLo, Panther and ArcBest Technologies move under the ArcBest brand effective Aug. 1, 2026
First Interstate BancSystem appointed Matthew Ritter and Kevin Turner as Class II directors on July 13, 2026, filling seats created by a board size increase. The board now has 13 members, and both new directors were determined to be independent under NASDAQ rules.
Matthew Ritter and Kevin Turner appointed as Class II directors on July 13, 2026, with terms expiring at the 2029 annual meeting.
Ritter joins the Risk Committee and Technology, Innovation and Operations Committee; Turner joins the Audit Committee and Technology, Innovation and Operations Committee.
Filing discloses a loan from First Interstate Bank to an entity through which Ritter conducts his investment business, made on terms the company says are comparable to those for unrelated borrowers.
Turner previously served as chief operating officer of Microsoft Corporation (2005 to 2016).
Intuitive reported second-quarter 2026 revenue of $2.89 billion, up 19% from a year earlier, and GAAP net income of $818 million, or $2.29 per diluted share, compared with $658 million, or $1.81, in the second quarter of 2025. The company also gave full-year 2026 outlook ranges for da Vinci procedure growth and non-GAAP gross profit margin, and warned that additional tariffs could have a material effect on results.
Revenue was $2.89 billion, up from $2.44 billion; instruments and accessories revenue rose 18% to $1.73 billion.
Non-GAAP net income per diluted share was $2.80, compared with $2.19 in the second quarter of 2025.
Results included a $28 million, or $0.08 per diluted share, benefit from IEEPA tariff refunds for prior periods.
2026 outlook: da Vinci procedure growth of 13.5% to 15.5%, with the company expecting to be closer to the midpoint; non-GAAP gross margin of 68.0% to 69.0%.
TD SYNNEX disclosed an updated offer letter, effective July 10, 2026, for Chief Legal Officer David Vetter, who continues in the role reporting solely to the CEO. The letter sets a $670,000 base salary, a bonus target of 100% of base salary, and equity awards with an approximate fair market value of $1,500,000, and includes termination and change-of-control payment provisions.
Base salary of $670,000, subject to annual review; bonus target 100% of base salary
Equity awards with approximate fair market value of $1,500,000: 60% time-based restricted stock, 40% performance-based RSUs
Termination payments apply on termination without cause or for good reason, including in connection with a change of control
Filing dated July 16, 2026; full offer letter filed as Exhibit 10.1 with some schedules omitted
Netflix reported second-quarter 2026 revenue of $12.6 billion, up 13% from a year earlier, and diluted earnings per share of $0.80 versus $0.72. The company said revenue and operating margin were in line with its guidance, and it narrowed its 2026 revenue forecast to $51.0-$51.4 billion while keeping its 31.5% operating margin forecast.
Q2 revenue was $12.6 billion, up 13% year over year (12% on a foreign exchange neutral basis), which the company said was in line with its forecast.
Diluted EPS was $0.80 versus $0.72 a year earlier; operating margin was 33.4% versus 34.1%.
The 2026 revenue forecast was narrowed to $51.0-$51.4 billion, and the 31.5% operating margin forecast was maintained.
Free cash flow was $1.5 billion in Q2 versus $2.3 billion a year earlier, which the company linked in part to higher cash tax payments including the Warner Bros. termination fee.
Westamerica Bancorporation reported second quarter 2026 net income of $27.4 million, or $1.17 per diluted share, compared with $29.1 million and $1.12 per share in the second quarter of 2025. Net income fell year over year, but per-share earnings rose because the average diluted share count dropped 9.9% to 23.3 million, reflecting share repurchases; net income was flat with the first quarter of 2026.
Q2 2026 net income $27.4 million, down 5.8% from $29.1 million in Q2 2025; flat with Q1 2026 at $27.4 million
Diluted EPS $1.17, up from $1.12 in Q2 2025 and $1.13 in Q1 2026
Net interest income (FTE) $52.7 million, down 3.5% year over year; noninterest income $10.3 million, down 0.2%
Company retired 753 thousand common shares and paid a $0.48 per share dividend in Q2 2026
Great Southern Bancorp reported preliminary second-quarter 2026 diluted earnings of $1.43 per share, or $15.8 million in net income, down from $1.72 per share and $19.8 million a year earlier. The quarter included non-recurring expenses tied to closing nine banking centers and other workforce reductions; excluding those items, earnings were $1.57 per share. The decline matters to shareholders because it reflects both one-time costs and lower net interest income.
Net income of $15.8 million, or $1.43 per diluted share, for Q2 2026, versus $19.8 million, or $1.72, for Q2 2025
Excluding non-recurring expenses, Q2 2026 net income was $17.4 million and earnings were $1.57 per diluted share
Net interest income fell 2.9% to $49.5 million, driven mainly by a $2.0 million swap income benefit that ended October 6, 2025
Management expects the consolidation to add over $2 million in annual pre-tax income, with effects beginning in Q4 2026
Commerce Bancshares reported second-quarter 2026 earnings of $1.10 per diluted share, up from $1.09 a year earlier and $0.96 in the first quarter, on net income of $159.8 million. Net interest income rose to $315.1 million as the net yield on interest-earning assets increased to 3.77%, and the company repurchased about 2.1 million shares for $110 million.
Q2 2026 net income attributable to the company was $159.8 million, compared with $152.5 million in Q2 2025 and $141.6 million in Q1 2026.
Net yield on interest-earning assets rose to 3.77% from 3.59% in the prior quarter; net interest income was $315.1 million.
Non-interest income was $183.8 million; the quarter included a $105.4 million gain on Visa Inc. stock and a $97.7 million loss on the securities portfolio repositioning.
Non-interest expense rose to $297.1 million, and total assets on June 30, 2026 were $35.3 billion.
Vistra Corp. subsidiaries amended a receivables securitization facility, raising the committed purchasers' commitment from $1.1 billion to $1.25 billion and extending its term to July 9, 2027. A separate repurchase facility with MUFG Bank was also extended to July 9, 2027. The filing describes working capital financing arrangements, not earnings or a change in operations.
Receivables Purchase Agreement commitment increased from $1.1 billion to $1.25 billion
Receivables Purchase Agreement term extended to July 9, 2027
MUFG Bank repurchase facility master framework agreement term extended to July 9, 2027
Amendments signed July 10, 2026 and reported in an 8-K dated July 16, 2026
United-Guardian's Board declared a cash dividend of $0.30 per share, payable August 4, 2026, to holders of record on July 28, 2026. The company says this is a 20% increase over the dividend paid in February and its 31st consecutive year of dividend payments.
Dividend of $0.30 per share declared by the Board at its July 14, 2026 meeting
Payment date is August 4, 2026; record date is July 28, 2026
Stated increase of 20% over the dividend paid in February 2026
Baker Hughes completed its acquisition of Chart Industries on July 16, 2026, with Chart stockholders receiving $210.00 in cash per share. To help fund the deal, subsidiary Baker Hughes Holdings LLC entered two term loan agreements on July 15, 2026, borrowed $2.0 billion under them, and terminated a previous $2.6 billion term loan facility with no termination penalties. The company is taking on more debt, and the filing says it targets $325 million in annualized cost synergies within three years and net leverage of 1.0-1.5x within 24 months.
Chart stockholders receive $210.00 in cash per share under the merger agreement
Baker Hughes Holdings borrowed $2.0 billion under two term loans, each maturing 2 years from funding
Target of $325 million in annualized cost synergies within three years after close
Chart reported $4.3 billion in revenue for fiscal 2025; Jim Apostolides named senior vice president to lead the Chart segment
Harmony Biosciences said preliminary, unaudited second-quarter 2026 net product revenue for WAKIX was about $261 million, a company record and 30% higher than a year earlier, and reaffirmed its full-year 2026 net product revenue guidance of $1.0 billion to $1.04 billion. The company also said CFO Glenn Reicin stepped down effective July 16, 2026, with Controller Stephen Mollichella named interim principal financial officer while a permanent CFO is sought.
Preliminary Q2 2026 WAKIX net product revenue of about $261 million, up 30% year over year and 21% over Q1 2026
2026 net product revenue guidance of $1.0 billion to $1.04 billion reaffirmed
Glenn Reicin stepped down as CFO effective July 16, 2026; he is receiving severance and a pro-rated target bonus under a separation agreement
Full Q2 2026 financial results and business update scheduled for August 4, 2026
Etsy and eBay amended their agreement for eBay to acquire Depop, Etsy's wholly owned subsidiary, on July 12, 2026. The UK Competition and Markets Authority cleared the transaction on July 15, 2026, and the parties expect it to close on July 30, 2026. The amendment also changes the termination fee terms and moves the purchase price adjustment measurement date to July 17, 2026.
The UK Competition and Markets Authority cleared the Depop sale on July 15, 2026; closing is expected July 30, 2026.
The Second Amendment, dated July 12, 2026, sets the termination fee payable to Etsy at $68 million for terminations after June 30, 2026 and on or before July 15, 2026, and at $158 million for terminations after July 15, 2026.
Purchase price adjustment items, other than transaction expenses, will be measured as of 12:01am GMT on July 17, 2026, and eBay will pay interest at SOFR plus 0.40% per annum from that date through closing.
Prologis reported second quarter 2026 results, with net earnings attributable to common stockholders of $1.13 per diluted share, up from $0.61 a year earlier, and core FFO of $1.63 per share, up from $1.46. Total revenues rose to $2.43 billion from $2.18 billion, and the company kept its 2026 guidance range for core FFO of $6.22 to $6.30 per share in the supplemental materials.
Q2 2026 net earnings attributable to common stockholders: $1.06 billion, or $1.13 per diluted share, versus $570 million, or $0.61, in Q2 2025
Q2 2026 core FFO attributable to common stockholders/unitholders: $1.63 per diluted share, versus $1.46 in Q2 2025
Q2 2026 total revenues: $2.43 billion, versus $2.18 billion in Q2 2025
2026 guidance: core FFO of $6.22 to $6.30 per share; net earnings of $4.40 to $4.55 per share
Abbott reported second-quarter 2026 net sales of $12.6 billion, up 13.0% from a year earlier, with comparable sales growth of 4.8%. It raised its full-year 2026 adjusted diluted EPS guidance to $5.45 to $5.60, but GAAP diluted EPS fell to $0.53 from $1.01 after large specified-item charges, including $658 million of intangible amortization.
Q2 2026 net sales were $12.593 billion, up 13.0% reported and 4.8% comparable; Diagnostics rose 42.3% reported, boosted by the Exact Sciences acquisition completed March 23, 2026.
Adjusted diluted EPS was $1.31, up from $1.26; GAAP diluted EPS was $0.53, down from $1.01, and GAAP net earnings were $928 million versus $1.779 billion.
Full-year 2026 adjusted diluted EPS guidance was raised to $5.45 to $5.60 from $5.38 to $5.58; comparable sales growth guidance of 6.5% to 7.5% was reaffirmed.
Abbott returned $2.1 billion to shareholders in the quarter via dividends and share repurchases, and declared a $0.63 quarterly dividend payable Aug. 17, 2026.
State Street reported second-quarter 2026 diluted EPS of $3.65, up 68% from $2.17 a year earlier, on total revenue of $4.0 billion, up 17%. Net income was $1.08 billion, and total expenses rose 5% to $2.66 billion. The company also said it recently declared a 10% per-share increase to its third-quarter common stock dividend following the Federal Reserve's stress test results.
Total revenue of $4.0 billion (up 17% year over year); total fee revenue of $3.19 billion, up 17%
Net income of $1.08 billion and diluted EPS of $3.65, versus $693 million and $2.17 in 2Q25
Assets under custody and/or administration of $57.9 trillion (up 18%) and assets under management of $6.3 trillion (up 23%), both quarter-end records
Third-quarter common stock dividend increased 10% per share; $631 million returned to common shareholders in 2Q26
ManpowerGroup reported second-quarter 2026 revenue of $4.9 billion, up 8% as reported and 6% in constant currency, and net earnings of $53.5 million, or $1.13 per diluted share, versus a net loss of $67.1 million a year earlier. The company said results included a $0.14 per-share benefit from the sale of its Jefferson Wells U.S. business and other items, and that adjusted EPS was $0.99. It also guided third-quarter 2026 diluted EPS to $0.96 to $1.06.
Q2 2026 revenues were $4.9 billion, up 8% as reported and 6% in constant currency.
Net earnings were $53.5 million, or $1.13 per diluted share, compared with a net loss of $67.1 million, or $1.44 per share, a year earlier.
Excluding restructuring, transformation, sale-related and other items, Q2 EPS was $0.99.
Third-quarter 2026 diluted EPS outlook is $0.96 to $1.06, including an estimated 2-cent unfavorable currency impact and a 44% effective tax rate.
U.S. Bancorp reported second-quarter 2026 results, with net income attributable to the company of $2,177 million and diluted earnings per share of $1.35, both up from a year earlier. Total net revenue reached a record $7,712 million, up 10.1% year over year, and the company completed its acquisition of BTIG effective June 1, 2026. Higher noninterest expense partly offset the revenue gain, while the provision for credit losses fell from the prior quarter.
Net income attributable to U.S. Bancorp was $2,177 million, up 19.9% from $1,815 million in the second quarter of 2025.
Diluted earnings per common share were $1.35, compared with $1.11 a year earlier and $1.18 in the first quarter of 2026.
Total net revenue was a record $7,712 million, up 10.1% year over year; noninterest expense rose 5.9% to $4,428 million.
The provision for credit losses was $538 million, down from $576 million in the first quarter of 2026; the net charge-off ratio was 0.53%.
PJT Partners said CFO Helen Meates will step down effective October 1, 2026, and the Board has appointed Arun Kalra, currently Director of Finance, as her successor on the same date. Ms. Meates will stay in a non-executive role to assist the transition and retire after it ends, and the filing says the company's press release states she will remain through year-end 2026. The filing contains no financial results, so the change is a leadership transition rather than a change in reported performance.
Helen Meates steps down as CFO effective October 1, 2026, and remains in a non-executive role during the transition.
Arun Kalra, 38, joined PJT Partners in 2016 as head of Financial Planning and Analysis and is currently Director of Finance.
Ms. Meates continues to receive her base salary during the transition and remains eligible for a fiscal 2026 cash bonus.
Ms. Meates' departure after the transition will count as a qualifying retirement for her outstanding equity awards.
Uber entered a business combination agreement to make a voluntary cash takeover offer of €41.50 per Delivery Hero share, valuing Delivery Hero at $14.8 billion, or $13.7 billion after adjusting for Uber's prior stake purchases. The deal is expected to close in the second half of 2027 and is funded mainly by existing cash and debt, including a €14.2 billion bridge loan commitment that would add significant borrowing for shareholders to weigh.
Offer price is €41.50 per Delivery Hero share in cash; implied equity value is $14.8 billion, or $13.7 billion adjusted for Uber's prior stake purchases.
Uber signed a bridge credit agreement with senior unsecured commitments of €14.2 billion, maturing 364 days after closing, with Morgan Stanley Senior Funding as administrative agent.
Delivery Hero agreed to sell businesses in 14 markets to SSW Partners for approximately $1.6 billion; Uber will not acquire control of those businesses.
Prosus has irrevocably committed to tender its shares, which would bring Uber's total economic interest to about 53%; closing is expected in the second half of 2027.
GE Aerospace reported second-quarter 2026 GAAP revenue of $13.3 billion, up 21%, and GAAP continuing EPS of $2.30, up 23%, with profit up 17% to $2.8 billion. The company raised its full-year 2026 guidance across the board, including adjusted EPS to $7.65-$7.85 from $7.10-$7.40, which is a positive signal for shareholders even though GAAP profit margin fell 70 basis points.
Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% from a year earlier, and diluted EPS of $1.30, up 41% year over year and 15% from the first quarter. The company also declared a quarterly common dividend of $0.46 per share and reported a CET1 ratio of 10.4%, down from 10.6% a year earlier.
Total revenue of $2,283 million, up 5% from the first quarter of 2026 and up 12% from the second quarter of 2025
Net interest income of $1,631 million, up 14% year over year; net interest margin of 3.16%, up 22 basis points
Quarterly common dividend of $0.46 per share, payable August 13, 2026, to holders of record on July 30, 2026
Company repurchased $225 million of common shares in the second quarter, compared with $300 million in the first quarter
On July 15, 2026, Snowflake's Compensation Committee granted CEO Sridhar Ramaswamy a performance-based restricted stock unit award covering 1,000,000 shares of common stock. The award vests only if both a service requirement and five escalating stock price targets, from $324 to $531, are met, which the company says requires material long-term stockholder value creation.
Award covers 1,000,000 shares of common stock under the 2020 Equity Incentive Plan, granted July 15, 2026.
Five tranches have stock price targets of $324, $375, $427, $479 and $531, with 100,000, 150,000, and three tranches of 250,000 shares each.
Service requirement is met on September 15, 2029 for tranches 1 and 2 and September 15, 2030 for tranches 3 to 5.
Board may require forfeiture or recoupment of vested shares in cases of misconduct or an accounting restatement under the clawback policy.
IRIDEX's annual meeting reconvened on July 10, 2026, after a June 12 adjournment, and all five director nominees were elected. The board says the vote results, which showed large withhold votes for directors Scott Shuda and Beverly Huss, are the product of a stealth proxy campaign involving at least one director, and it describes possible violations of fiduciary and federal securities rules.
Shuda and Huss each drew more withhold votes than for votes: 7,518,539 withheld versus 5,656,948 for (Shuda) and 7,436,354 withheld versus 5,739,133 for (Huss)
Stockholders ratified BPM LLP as auditor for the fiscal year ending January 2, 2027, with 16,675,096 votes for
The board says the campaign may have created an undisclosed group in violation of SEC Rule 13D and that its investigation is ongoing, with dispute involving Novel Inspiration International Co., Ltd., a Series B Preferred holder
UnitedHealth Group reported second quarter 2026 revenue of $112.0 billion, up from $111.6 billion a year earlier, and diluted earnings of $6.04 per share, up from $3.74. The company raised its full-year 2026 adjusted earnings outlook to $19.50 to $20.00 per share from $17.75 as of January 27, 2026, which signals higher expected profit for shareholders.
Q2 2026 earnings from operations were $8.0 billion, compared with $5.2 billion in Q2 2025.
Diluted EPS was $6.04 versus $3.74 a year earlier; adjusted EPS was $6.38 versus $4.08.
Full-year 2026 adjusted EPS outlook raised to $19.50 to $20.00; diluted EPS outlook set at $18.45 to $18.95.
Medical care ratio was 86.7% versus 89.4% in Q2 2025; the company has repurchased $4.0 billion of stock through mid-July 2026 and expects at least $5.0 billion for the year.
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