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).
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
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.
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
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
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.
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.
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.