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).
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
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
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%.
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.
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.
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
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
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
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%.
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
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.
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.