1,181 material Form 8-K filings that 963 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).
On July 17, 2026, Gap Inc. amended its asset-based revolving credit facility, keeping the maximum availability at $2.2 billion and extending the maturity from July 13, 2027 to July 2031. The amendment also removes sustainability-linked pricing adjustments, and the facility's core terms, covenants and collateral remain largely unchanged.
Facility size stays at $2.2 billion, with a $300 million letter of credit sublimit and a $200 million swingline sublimit
Maturity extended from July 13, 2027 to July [ ], 2031; the exact day is left blank in the filing
Loans bear interest at SOFR plus 125-150 basis points, depending on borrowing base availability
Obligations remain secured by a first lien on inventory, certain receivables and related assets
Danaher reported second-quarter 2026 revenue of $6.3 billion, up 5.5% year-over-year, and GAAP net earnings of $870 million, or $1.23 per diluted share, up 60%. The company raised its full-year 2026 adjusted diluted EPS guidance to $8.45-$8.60 from $8.35-$8.55, which points to higher expected per-share profit for shareholders.
Q2 2026 adjusted diluted EPS was $1.94, up 8.0% year-over-year, and non-GAAP core revenue rose 3.0%.
Full-year 2026 adjusted diluted EPS guidance rose to $8.45-$8.60 from $8.35-$8.55.
Third-quarter 2026 core revenue growth is expected at 2.0% to 3.0%, and full-year core revenue growth at 3.0% to 4.0%.
Operating cash flow was $1.5 billion and free cash flow was $1.3 billion in the quarter, and the Masimo acquisition closed earlier than anticipated.
Monarch Casino & Resort reported second-quarter 2026 net revenue of $142.6 million, up 4.2% from $136.9 million a year earlier, and net income of $32.5 million, up 20.4%. Diluted EPS was $1.78 compared with $1.44, and the company said a $2.4 million excess tax benefit on stock options added $0.13 per diluted share. The company also declared a $0.30 per share quarterly dividend, part of a previously announced $1.20 annual dividend.
Net revenue $142.6 million, up 4.2%; Adjusted EBITDA $53.0 million, up 3.3%
Diluted EPS $1.78 vs. $1.44 a year earlier; excess tax benefit added $0.13 per diluted share
Dividend of $0.30 per share payable September 15, 2026 to holders of record September 1, 2026
Cash and cash equivalents of $138.3 million at June 30, 2026; no borrowings against credit facility
Calix reported record second-quarter 2026 revenue of $293.3 million, up 5% from the prior quarter and 21% from a year earlier, with non-GAAP earnings of $0.47 per diluted share, above its $0.35 to $0.45 guidance. Non-GAAP gross margin fell 240 basis points sequentially to 54.8% on higher memory component costs, and third-quarter revenue guidance is $301 million to $307 million.
Q2 2026 revenue $293.3 million, up 5% sequentially and 21% year over year; guidance had been $287 million to $293 million
Non-GAAP net income $30.6 million; GAAP net income $17.1 million; non-GAAP EPS $0.47 versus $0.35 to $0.45 guidance
Non-GAAP gross margin 54.8%, down 240 basis points sequentially; Q3 non-GAAP gross margin guided to 50.5% to 53.5%
Company returned $69.4 million to stockholders through repurchase of 1.6 million shares; $94.1 million authorization remains
Wintrust Financial reported record net income of $233.7 million, or $3.30 per diluted share, for the second quarter of 2026, up from $227.4 million, or $3.22 per diluted share, in the first quarter. For the first six months, net income rose 20% to $461.1 million, or $6.52 per diluted share, compared with $6.52 versus $5.47 a year earlier.
Q2 2026 net income $233.7 million, $3.30 per diluted share, versus $3.22 in Q1 2026
First six months of 2026 net income $461.1 million, $6.52 per diluted share, versus $5.47 in the same period of 2025
Net interest margin fell to 3.50% from 3.54% in Q1 2026, mainly due to lower loan yields
Total loans rose $1.6 billion and total deposits rose $2.2 billion in Q2 2026 compared with Q1 2026
AdaptHealth agreed on July 19, 2026 to sell substantially all assets of its Diabetes Health business to RGH Enterprises, a subsidiary of Cardinal Health, for $235.0 million in cash, subject to a working capital adjustment. The company says the sale lets it redeploy capital to core sleep and respiratory businesses and reduce debt, but it has not yet disclosed the financial effect, which it will cover on its August 4, 2026 earnings call.
Purchase price is $235.0 million in cash, with $8.0 million and $18.8 million placed in escrow at closing for price adjustment and indemnification obligations
Closing requires Hart-Scott-Rodino antitrust clearance and other customary conditions; either party may terminate if closing has not occurred within twelve months, and a $9.4 million termination fee applies in certain antitrust failure case
AdaptHealth agreed to a four-year non-compete in North America following closing
Company will discuss financial and guidance effects, including discontinued operations treatment, on its Q2 2026 earnings call on August 4, 2026
LiveRamp Holdings disclosed that director Kristi Argyilan informed the board on July 17, 2026 that she is resigning, effective immediately. The company states the resignation was not due to any disagreement over its operations, policies or practices.
Kristi Argyilan resigned from the LiveRamp board, effective immediately, after informing the board on July 17, 2026.
She had served as a director since February 11, 2026.
The filing states the resignation was not the result of a disagreement with the company on operations, policies or practices.
Royal Caribbean Cruises appointed Tara Bunch as a director on July 16, 2026. Bunch was Senior Vice President and Global Head of Operations at Airbnb from 2020 through June 2026, and her board pay will match other non-management directors. The filing reports no financial results or changes to the company's operations.
Board appointed Tara Bunch as a director on July 16, 2026; press release issued July 20, 2026
Bunch was Senior Vice President and Global Head of Operations at Airbnb from 2020 through June 2026
Her board compensation is consistent with other non-management directors, as described in the April 17, 2026 proxy statement
Bunch also serves on the board of The Vanguard Group, Inc., where she sits on the Audit Committee
Crown Holdings reported second quarter 2026 results on July 20, 2026, with adjusted diluted earnings per share up 16% to $2.49 from $2.15 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $8.30 to $8.50 from $7.90 to $8.30, which signals higher expected profit for shareholders.
Q2 2026 net sales were $3,668 million versus $3,149 million in Q2 2025; reported diluted EPS was $2.23 versus $1.56.
Full-year 2026 adjusted diluted EPS guidance raised to $8.30 to $8.50; third-quarter adjusted diluted EPS expected at $2.20 to $2.30.
Share repurchases were $305 million in Q2 2026 and more than $500 million in the first six months; net leverage ratio was 2.5x.
Adjusted free cash flow for 2026 is expected to be at least $900 million after capital spending of approximately $550 million.
Public Storage Operating Company, a subsidiary of Public Storage, completed a $900 million offering of senior notes on July 20, 2026: $400 million of 4.700% notes due 2032 and $500 million of 5.150% notes due 2036. The notes are guaranteed by Public Storage, and the filing says the company must redeem them at 101% of principal if its planned acquisition of National Storage Affiliates Trust is not completed by the outside date.
$400 million 4.700% Senior Notes mature February 1, 2032
$500 million 5.150% Senior Notes mature August 15, 2036
Notes must be redeemed at 101% of principal if the NSA Acquisition is not consummated by December 16, 2026 or a later agreed Outside Date
Indenture requires total unencumbered assets of at least 125% of total unsecured indebtedness
Solventum appointed Neil Zieselman as Senior Vice President, Controller and Chief Accounting Officer, effective August 10, 2026, replacing Mary Wilcox, who is retiring. He will also serve as principal accounting officer for SEC reporting and report to CFO Wayde McMillan. The filing describes the change as a planned succession in a key finance role, with no financial results disclosed.
Neil Zieselman, age 50, previously served as Senior Vice President, Corporate Finance and Controller at Surgery Partners, Inc. since May 2022
Compensation includes a 50% target annual bonus, a $500,000 long-term incentive target award and a $130,000 cash sign-on bonus
Initial grant of $600,000 in restricted stock units vests in three equal installments over three years
Board appointed him on July 16, 2026, in connection with Mary Wilcox's previously announced retirement
W. R. Berkley reported second quarter 2026 results on July 20, 2026. Net income to common stockholders rose to $452.3 million, or $1.15 per diluted share, from $401.3 million, or $1.00, a year earlier, and operating income rose 18.2% to $497.1 million.
Net income to common stockholders was $452.3 million versus $401.3 million in Q2 2025, up 12.7%.
Diluted EPS was $1.15 versus $1.00; operating income per diluted share was $1.27 versus $1.05.
GAAP combined ratio improved to 90.0% from 91.6%; gross premiums written reached a record $4.1 billion.
Total capital returned to shareholders in the quarter was $334.1 million, including $185.5 million of special dividends.
Cracker Barrel completed a sale-leaseback of 26 stores for approximately $77 million in net proceeds, which it plans to use to reduce debt. It also sold assets of its Maple Street Biscuit Company business to Biscuit Belly, LLC and will close the remaining 16 MSBC locations, with expected non-cash charges of $37 million to $39 million and cash charges of $6 million to $8 million. The company now expects to achieve or exceed the high end of its fiscal 2026 revenue range and exceed its adjusted EBITDA outlook, though the charges will weigh on reported results in the fourth quarter.
Sale-leaseback: 26 Cracker Barrel stores sold to an institutional real estate investor, effective July 17, 2026, with initial annual lease payments of about $5.7 million
MSBC: 35 locations and trademarks sold to Biscuit Belly, LLC on July 20, 2026; remaining 16 locations to close; MSBC contributed less than 2% of annual revenue
Charges: non-cash charges of $37 million to $39 million and cash charges of $6 million to $8 million, with estimates described as preliminary
Outlook: fiscal 2026 revenue range previously $3.27 billion to $3.30 billion and adjusted EBITDA of $120 million to $125 million; comparable store restaurant sales fell about 2.5% in the first eleven weeks of the fourth quarter
AGNC Investment Corp. reported second quarter 2026 comprehensive income of $0.52 per share, compared with a loss of $(0.18) per share in the first quarter. Tangible net book value rose to $8.58 per share from $8.38, and the economic return on tangible common equity was 6.7%. Net spread and dollar roll income, a non-GAAP measure, edged down to $0.40 per share from $0.42.
Net income of $0.52 per diluted share for the quarter, versus a net loss of $(0.17) per share in the first quarter of 2026
Net spread and dollar roll income of $0.40 per share, down from $0.42 in the first quarter
Tangible net book value of $8.58 per share as of June 30, 2026, up from $8.38 on March 31, 2026; dividends declared were $0.36 per share
Issued 16.2 million shares through at-the-market offerings for net proceeds of $167 million
Zions Bancorporation reported second-quarter 2026 net earnings of $452 million, or $3.05 per diluted share, up from $243 million, or $1.63, a year earlier. The result includes a $215 million gain on the sale of Visa Class B-1 shares; excluding notable items, diluted EPS rose 10% to $1.74. The filing does not include forward guidance.
Net earnings $452 million and diluted EPS $3.05, versus $243 million and $1.63 in 2Q25
Visa Class B-1 share sale gain of $215 million, or $1.12 per share; EPS excluding notable items was $1.74, up from $1.58
Net interest margin 3.27%, up from 3.17%; estimated CET1 ratio 11.8%, up from 11.0%
Classified loans fell to $2.3 billion (3.72% of loans) from $2.7 billion (4.43%) a year earlier
ServisFirst Bancshares reported second-quarter 2026 net income of $85.8 million, or $1.57 per diluted share, for the quarter ended June 30, 2026, up from $61.4 million and $1.12 a year earlier and from $1.52 in the first quarter. Loans grew $533 million during the quarter, and net interest margin rose to 3.63%. Shareholders will also weigh the rise in nonperforming assets to 0.96% of total assets from 0.42% a year earlier, which the company attributed to one large real-estate secured relationship.
Diluted EPS of $1.57 versus $1.12 in Q2 2025 and $1.52 in Q1 2026; the Q2 2025 figure included an $8.6 million securities loss
Net interest margin of 3.63%, up from 3.10% a year earlier; loans grew $533 million, or 15% annualized
Nonperforming assets were 0.96% of total assets, up from 0.42% in Q2 2025, attributed to a large real-estate secured relationship
Non-interest expense rose 13.0% year over year to $50.0 million; efficiency ratio was 29.65%
H.B. Fuller signed Amendment No. 3 to its credit agreement with JPMorgan Chase Bank on July 17, 2026, refinancing its term A loans and revolving loans and extending their maturity to July 17, 2031. The company also terminated a $2,086,713,188 secured bridge credit agreement from June 2026 with no amounts outstanding, and the revolving facility's size rose to $800 million. The filing states the interest margins on the refinanced loans fell by 25 basis points, which lowers borrowing costs on those facilities.
Term A loans refinanced at $420,000,000; revolving loans refinanced at $700,000,000
Revolving credit facility increased by $100,000,000 to $800,000,000 total
Maturity extended to July 17, 2031; interest margins cut by 25 basis points (0.25% per annum)
Secured Bridge Credit Agreement dated June 25, 2026 terminated with no loans outstanding and no prepayment premium
On July 17, 2026, EPR Properties entered a Fifth Amended, Restated and Consolidated Credit Agreement with KeyBank National Association as administrative agent. It provides a $1.0 billion senior unsecured revolving credit facility and a $600.0 million senior unsecured delayed draw term loan facility, replacing the prior revolver and extending its maturity, and the filing says the amendments generally reduce interest rates on revolver loans. For shareholders, the filing describes more borrowing capacity and later maturities, but it does not include updated earnings or guidance.
The $1.0 billion revolver matures July 17, 2030, with two six-month extension options; the $600.0 million term loan matures January 17, 2032.
About $360.0 million of revolver availability was used at closing to repay debt under the prior revolving credit facility.
An accordion feature allows the company to raise total maximum principal to $2.6 billion, with each participating lender's consent required.
The term loan can be drawn until January 17, 2027; the press release says it addresses debt maturities in August and December 2026.
Goldman Sachs announced a proposed public offering of depositary shares representing interests in a new series of fixed-rate reset preferred stock. The company says it may use part of the proceeds to redeem all of its outstanding 3.65% Series U preferred stock, but pricing has not occurred and there is no assurance the offering will close or that any redemption will happen.
Offering of depositary shares, each representing 1/25th interest in a share of new Series AA Fixed-Rate Reset Non-Cumulative Preferred Stock
Proceeds may be used to redeem all outstanding 3.65% Series U preferred stock, $25,000 liquidation preference per share
Offering is subject to pricing and market conditions; described in preliminary prospectus supplement dated July 20, 2026
On July 14, 2026, HA Sustainable Infrastructure Capital entered into a new $2.250 billion, 5-year unsecured revolving credit facility maturing July 2031, replacing its $1.825 billion facility from April 2024. The company also entered into a new $400 million, 3-year senior unsecured term loan that replaces two $250 million term loans, with a stated margin reduction of 33 basis points versus the prior loans' weighted average spread. For shareholders, the filing shows a larger credit facility, a longer maturity and lower borrowing spreads, and the company reported no outstanding loans under the prior facility.
New $2.250 billion revolver matures July 2031, versus $1.825 billion maturing April 2028 under the prior facility
Drawn spread of 157.5 bps plus Term SOFR, versus 167.5 bps previously; commitment fee of 27 bps, versus 29.5 bps previously
New $400 million 3-year term loan has a 1.45% applicable margin, 33 bps lower than the prior loans' weighted average spread
The company had no outstanding loans under the prior credit agreement when it was terminated on July 14, 2026
Zurn Elkay Water Solutions signed a definitive agreement to acquire Intellihot, Inc., a privately held maker of tankless water heaters, with closing expected early in the third quarter. The company also said its second-quarter results are ahead of the outlook range it gave earlier in the quarter, though it did not disclose specific figures in the filing.
Intellihot's net sales are expected to be approximately $37 million in 2026
Transaction expected to close early in the third quarter of 2026
Company said second-quarter results are ahead of the earlier outlook range, without specific figures
Earnings call scheduled for Wednesday, July 29, 2026 to provide quarter details and outlook
Magnolia Oil & Gas agreed on July 19, 2026 to acquire WildFire Energy's intermediate holding company, with total consideration the company values at approximately $4.06 billion including WildFire's debt. The deal requires $2.65 billion in cash and 32.2 million Magnolia shares, and closing is expected late in the third quarter of 2026, subject to conditions including HSR antitrust clearance. The company also raised its quarterly dividend 9% to $0.18 per share and plans a new $2.25 billion revolving credit facility to fund the deal.
Cash consideration of $2,650 million plus 32,203,000 Magnolia Class A common shares, and assumption of $600 million of 7.500% Senior Notes due 2029
Amended and restated reserve-based revolving credit facility with $2.25 billion maximum commitments and $1.75 billion borrowing capacity, effective upon closing
$1.50 billion senior unsecured 364-day bridge facility committed by lenders; $200 million escrow deposit made on signing
Quarterly dividend raised to $0.18 per share from $0.165, payable in the third quarter of 2026; closing expected late in Q3 2026
LCI Industries increased its board to seven members and elected Robert P. Hureau, a director effective July 18, 2026, with a term ending at the 2027 annual meeting. He joins the Audit, Compensation and Human Capital, and Risk committees, adding a director with CEO and CFO experience at industrial companies.
Board expanded from six to seven members; Hureau's term expires at the 2027 annual meeting
Hureau received 1,133 restricted stock units on July 18, 2026, vesting in full on the first anniversary of the grant
Hureau is President and CEO of Alamo Group Inc. since September 2025 and previously served as CEO of American Trailer World
LXP Industrial Trust signed a merger agreement on July 19, 2026 to be acquired by Leopard REIT LLC, a vehicle of Brookfield and CPP Investments, for $61.20 per common share in cash. Exhibit 99.1 says the transaction is valued at about $5.2 billion including net debt and preferred equity, and the price is a 12.3% premium to the 30-day VWAP and 19.8% to the 90-day VWAP as of July 17, 2026. Completion requires shareholder approval and is expected in the fourth quarter of 2026.
Merger consideration: $61.20 per common share in cash, without interest
Go-shop period runs until 11:59 p.m. New York City time on August 28, 2026
Termination fee of $54,122,768 if the company terminates for a superior proposal before the September 2, 2026 cut-off; $108,245,537 in certain other cases
Company must suspend regular quarterly dividends during the merger, except those needed to maintain REIT status
Domino's Pizza reported second quarter 2026 results for the quarter ended June 14, 2026. Total revenues rose 4.3% to $1.19 billion and diluted earnings per share rose 6.8% to $4.07, helped by a lower share count after repurchases, while U.S. same store sales grew only 0.1%. The filing includes no change to company guidance, and the board declared a $1.99 per share quarterly dividend.
Total revenues of $1,194.4 million, up 4.3% from $1,145.1 million a year earlier
Net income of $135.8 million, up 3.6%; income from operations of $232.0 million, up 3.1%
U.S. same store sales grew 0.1% and international same store sales declined 0.1% excluding foreign currency impact
Company repurchased $156.2 million of stock in the quarter and declared a $1.99 per share dividend payable September 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.