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).
Curtis D. Hodgson, Executive Chairman and a board member of Legacy Housing Corporation, retired from his positions effective July 21, 2026, after notifying the board on July 17, 2026. He did not sit on any board committees, and his departure is disclosed in a letter filed as Exhibit 99.1; the filing gives no successor or replacement details.
Curtis D. Hodgson retired as Executive Chairman and as a board member, effective July 21, 2026.
He notified the board of his decision on July 17, 2026.
Hodgson did not serve on any board committees.
The filing does not name a successor or interim chairman.
KKR Real Estate Finance Trust (KREF) reported a second-quarter 2026 net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, compared with a loss of $61.9 million, or $0.96 per share, in the first quarter. The loss was driven mainly by a $119.8 million provision for loan losses, and the company's Board has begun a strategic review that may include a sale of the company or a merger.
Net loss attributable to common stockholders of $121.8 million, or $1.95 per diluted share, for the quarter ended June 30, 2026, versus $61.9 million, or $0.96 per share, for the quarter ended March 31, 2026
Provision for loan losses of $119.8 million ($1.92 per diluted share); book value per share was $10.24 as of June 30, 2026
Distributable loss of $36.4 million, or $0.58 per share, versus a distributable loss of $4.1 million, or $0.06 per share, in the first quarter; dividend of $0.10 per share
Board established a strategic review committee to evaluate alternatives that may include a sale of the company or a merger; no definitive timetable has been set
FACT II Acquisition Corp. terminated its Business Combination Agreement with Precision Aerospace & Defense Group (PAD) on July 16, 2026, and announced it on July 21. CEO Adam Gishen said unforeseen circumstances affecting a key PAD subsidiary acquisition materially altered the transaction, so the parties discontinued it, even though FACT II had received multiple financing proposals that would have exceeded the $75 million minimum cash condition. The company says it will keep evaluating other business combination opportunities.
Business Combination Agreement dated November 26, 2025, amended May 17, 2026, was terminated on July 16, 2026
Minimum cash condition in the agreement was $75 million; financing proposals received would have exceeded it in aggregate
Sponsor Support Agreement and PAD Support Agreements (January 6 and January 19, 2026) terminated as a result
FACT II will continue to evaluate alternative business combinations
EQT reported second quarter 2026 net income attributable to EQT of $211 million, or $0.34 per diluted share, down from $784 million, or $1.30, a year earlier, while sales volume rose to 634 Bcfe from 568 Bcfe. The company raised its full-year 2026 sales volume guidance and cut its full-year capital expenditure guidance by $25 million. For shareholders, production and debt reduction improved, but reported earnings declined year over year.
Net income attributable to EQT was $211 million, or $0.34 per diluted share, versus $784 million, or $1.30, in the second quarter of 2025.
Adjusted EPS was $0.39 versus $0.45 a year earlier; average realized price was $2.65 per Mcfe versus $2.81.
Full-year 2026 sales volume guidance raised to 2,375 to 2,450 Bcfe; full-year capital spending guidance reduced by $25 million.
Total debt was $5.7 billion at June 30, 2026, down from $7.8 billion at December 31, 2025; the Blackline Midstream acquisition for $77 million closed July 21, 2026.
First Financial Bancorp agreed on July 21, 2026 to acquire Finward Bancorp, parent of Peoples Bank, in an all-stock merger valued at about $208 million, with the deal expected to close in the fourth quarter of 2026. The company also reported second-quarter net income of $76.5 million, or $0.73 per diluted share, up from $0.71 in the first quarter, and raised its quarterly dividend to $0.26. The company says the deal is about 5% accretive to earnings per share, with an estimated 0.4% dilution to tangible book value per share at closing.
Each Finward share converts into 1.35 First Financial shares; the deal is valued at about $208 million based on the July 20, 2026 closing price.
Closing requires Finward shareholder approval and regulatory approvals, including from the Federal Reserve and the Ohio Division of Financial Institutions; a $9.0 million termination fee is payable by Finward in certain circumstances.
Second-quarter net income was $76.5 million, or $0.73 per diluted share, versus $0.71 in the first quarter; adjusted EPS of $0.80 was described as a company record.
Quarterly dividend increased to $0.26, payable September 15, 2026 to holders of record on September 1, 2026.
Polaryx Therapeutics said its Chief Medical Officer, Lisa Bollinger, MD, resigned on July 19, 2026, effective immediately. The company said the departure is not expected to affect previously disclosed clinical timelines, regulatory plans or development strategy, and it has started searching for a successor.
Lisa Bollinger, MD, resigned as Chief Medical Officer on July 19, 2026, effective immediately
Company does not anticipate effects on previously disclosed clinical timelines, regulatory plans or development strategy
Responsibilities will be assumed by existing leadership team members in the interim
Alaska Air Group reported a second-quarter 2026 GAAP net loss of $76 million, or $0.68 per share, compared with net income of $172 million a year earlier, as aircraft fuel cost $4.43 per gallon, up 85% year-over-year. Total operating revenue rose 10% to $4.1 billion, and the company guided to third-quarter adjusted earnings per share of $0.00 to $1.00, so shareholders face a weaker quarter in profit terms but a guided improvement ahead.
Q2 total operating revenue rose 10% year-over-year to $4.1 billion; GAAP net loss was $76 million, or $0.68 per share, versus net income of $172 million in Q2 2025.
Adjusted net loss was $102 million, or $0.92 per share; the company cited $600 million of incremental fuel cost in the quarter.
Q3 2026 guidance: adjusted earnings per share of $0.00 to $1.00, unit revenue up low double digits year-over-year, and economic fuel cost of $3.75 per gallon.
The company raised $1 billion in financing in Q2, including $500 million of 6.5% senior unsecured notes, and reported $3.8 billion in available liquidity at June 30, 2026.
Weatherford reported second-quarter 2026 revenue of $1,105 million, down 8% from a year earlier, and net income of $39 million, down 71% year-over-year. CEO Girish Saligram said the total-year outlook was slightly reduced because of Middle East disruption tied to the Iran conflict, though operating cash flow and adjusted free cash flow rose.
Q2 revenue $1,105 million, down 4% sequentially and 8% year-over-year; net income $39 million, or $0.55 per diluted share, versus $1.87 a year earlier
Operating cash flow $175 million and adjusted free cash flow $139 million, both up from the prior quarter and the prior year
Full-year 2026 outlook slightly reduced; second-half margin contribution expected to rise from the first half
Board declared a $0.275 per share dividend payable September 3, 2026; acquisition of NCS Multistage announced
Goodyear agreed with the United Steelworkers on July 16, 2026 to permanently close its Fayetteville, North Carolina manufacturing plant to cut Americas production capacity and cost per tire. The company estimates $535 million to $565 million in pre-tax charges, with savings of about $270 million a year from 2028 onward.
Plan includes approximately 1,750 job reductions; substantial completion expected by end of 2027
Pre-tax charges of $535 million to $565 million, including $190 million to $210 million in cash charges
Approximately $205 million to $225 million of charges expected in third quarter 2026
Expected Americas segment operating income improvement of about $90 million in 2027 and about $270 million annually in 2028 and after
Metropolitan Bank Holding Corp. reported second-quarter 2026 net income of $19.2 million, or $1.54 per diluted share, down from $2.92 in the first quarter and $1.76 a year earlier. Revenue rose to $93.0 million, but a $13.3 million credit loss provision tied mainly to one commercial and industrial loan and $3.3 million of isolated expenses weighed on profit. The board also approved a $50.0 million buyback and raised the quarterly dividend to $0.35 per share from $0.25.
Diluted EPS was $1.54 for Q2 2026, versus $2.92 in Q1 2026 and $1.76 in Q2 2025; net income was $19.2 million.
Net interest income rose 22.8% year over year to $90.4 million; net interest margin was 4.08%.
Provision for credit losses was $13.3 million, driven mainly by a single C&I loan; non-interest expense of $51.8 million included a $1.8 million one-time legal accrual.
Board approved a $50.0 million share repurchase program on June 19, 2026, and declared a $0.35 quarterly dividend on July 20, 2026.
CN Healthy Food Tech Group Corp. received a Nasdaq letter dated July 16, 2026 stating that Nasdaq staff has determined to delist its common stock and warrants. The company intends to request a hearing before a Nasdaq Panel by the July 23, 2026 deadline, which would stay any suspension pending the Panel's decision, but a trading halt currently in effect remains in place.
Nasdaq staff letter received July 16, 2026; determination based on Listing Rule 5101 and alleged violations of Rules 5205(e) and 5250(a)(1)
Company plans to request an appeal before a Nasdaq hearings panel by July 23, 2026
Trading halt currently in effect remains in place regardless of appeal; no assurance shares will resume trading or remain listed
Filing states the determination arises from a September 30, 2025 8-K regarding review by the China Securities Regulatory Commission
Horace Mann agreed to acquire Employee Services, LLC (ESI) and Reserve National Insurance Company (RNIC), and to reinsure MedMutual Life Insurance Company's group life and disability business, from Medical Mutual of Ohio. The company says the businesses add nearly $200 million in annual revenue and are expected to be immediately accretive to core earnings per share, but the deal is financed with excess capital and borrowings under its revolving credit facility.
Total net purchase price is approximately $240 million, funded by excess capital and revolving credit facility borrowings.
The businesses add nearly $200 million in annual revenue, more than one million covered lives, about 7,000 employer relationships and over 1,000 agents and brokers.
ESI transaction is expected to close in the fourth quarter of 2026; RNIC and reinsurance transaction expected to close in the first quarter of 2027, subject to regulatory approvals.
Horace Mann will host a conference call on Wednesday, July 22, 2026 at 8:30 a.m. Eastern Time.
Horace Mann Educators agreed to acquire Employee Services, LLC (ESI) and Reserve National Insurance Company (RNIC), and to reinsure MedMutual Life Insurance Company's group life and disability business, all from Medical Mutual of Ohio. The total net purchase price is approximately $240 million, financed with excess capital and borrowings under Horace Mann's existing revolving credit facility. The company expects the transactions to be immediately accretive to core earnings per share and shareholder return on equity.
Total net purchase price of approximately $240 million, funded by excess capital and revolving credit facility borrowings.
Company says the businesses add nearly $200 million in annual revenue, more than one million covered lives, and about 7,000 employer relationships.
ESI transaction expected to close in Q4 2026; RNIC and group life and disability reinsurance expected to close in Q1 2027, with RNIC also subject to regulatory approvals.
Conference call on the transactions scheduled for Wednesday, July 22, 2026, at 8:30 a.m. Eastern Time.
At a July 17, 2026 extraordinary meeting, Velos Acquisition I Corp. shareholders approved extending its deadline to complete an initial business combination by 12 months, to August 2, 2027, and approved withdrawals of trust interest. Holders of 12,455,589 Class A shares redeemed for about $10.88 per share, leaving about $177,286,938 in the trust account, and on July 21, 2026 the company borrowed $3,500,000 under a $4,000,000 sponsor promissory note. Shareholders who did not redeem remain in the company for a longer period, and the trust balance and cash available to them have changed.
July 17, 2026 meeting: the 12-month extension to August 2, 2027 passed with 29,014,267 votes for and 3,012,685 against.
12,455,589 Class A shares were redeemed at about $10.88 per share, leaving about $177,286,938 in the trust account.
Trust interest withdrawal approved at $0.10 per non-redeemed Class A share, with $1,000,000 for ordinary expenses.
On July 21, 2026, the company borrowed $3,500,000 from MI7 Sponsor, LLC under a $4,000,000 non-interest-bearing note, payable at a business combination.
Supermicro gave a preliminary, unaudited update for the fourth quarter of fiscal 2026 ended June 30, 2026. Revenue is estimated near the low end of its $11.0 billion to $12.5 billion guidance, while gross margins are estimated at 15% to 17%, well above the 8.2% to 8.4% guidance. The company also said new orders exceeded $60 billion in the quarter, and that the Board's independent export-control review could affect its forecasts and these preliminary results.
Q4 fiscal 2026 revenue estimated near the low end of the $11.0 billion to $12.5 billion guidance range
GAAP and non-GAAP gross margins estimated at 15% to 17%, versus guidance of 8.2% to 8.4%, mainly due to customer and product mix
New orders exceeded $60 billion in Q4 fiscal 2026, with delivery expected over future quarters
Earnings call scheduled for August 11, 2026, at 5:00 p.m. ET; figures remain subject to closing procedures and an independent Board review
MediaCo Holding appointed Brian Fisher as President effective July 20, 2026, while CEO Albert Rodriguez continues as CEO. The company also said CFO, Treasurer and Executive Vice President Debra DeFelice no longer serves in those roles as of July 17, 2026, and named Roberto Castro interim CFO and interim Treasurer. The filing discloses Fisher's pay package and equity awards, which are subject to shareholder approval of a Plan amendment.
Brian Fisher, 53, was appointed President on July 20, 2026; he had been Chief Revenue Officer since August 18, 2025.
Fisher's base salary is $450,000, rising to $510,000 on December 1, 2026 and $600,000 on December 1, 2027.
Fisher received equity awards valued at $972,260 in restricted stock units and $972,261 in performance stock units, subject to shareholder approval.
Roberto Castro, 56, was named interim CFO and interim Treasurer on July 20, 2026; he had been Corporate Controller since April 20, 2026.
On July 20, 2026, Forward Air entered into a non-binding memorandum of understanding with one of its largest customers, which plans to move part of its services to other providers. Under the MOU, the company expects to retain at least half of the approximately $250 million of revenue attributed to the customer for fiscal 2025, with potential to keep about 25% more, and the contract term for retained services would extend at least two years. Because the MOU is not binding, the final outcome remains uncertain for shareholders.
MOU entered into July 20, 2026 and is non-binding; no definitive agreement has been reported.
Company expects to retain at least half of the approximately $250 million of fiscal 2025 revenue attributed to the customer, with potential for about 25% more.
Contract term for retained services would be extended by no less than two years.
Service transitions to other providers are expected to start later in 2026, with the majority in December 2026 and through the balance of 2027.
Genuine Parts reported second quarter 2026 sales of $6.5 billion, up 6.0%, and adjusted diluted EPS of $2.15, up from $2.10. GAAP diluted EPS fell to $1.65 from $1.83, and the company cut its full-year 2026 GAAP EPS outlook while reaffirming its adjusted EPS outlook of $7.50 to $8.00, so shareholders see higher sales and adjusted profit alongside lower GAAP earnings.
Q2 2026 sales were $6.5 billion, up 6.0% from $6.2 billion, with comparable sales up 3.4%.
Q2 GAAP net income was $228 million, or $1.65 per diluted share, versus $1.83 a year earlier; adjusted diluted EPS was $2.15 versus $2.10.
2026 GAAP diluted EPS outlook was lowered to $5.90 to $6.40 from $6.10 to $6.60; adjusted diluted EPS outlook was reaffirmed at $7.50 to $8.00.
The planned separation of Global Automotive and Global Industrial remains on track for completion in the first quarter of 2027.
General Motors reported second-quarter 2026 revenue of $48.0 billion, up 1.9%, while net income attributable to stockholders fell 31.1% to $1.3 billion, partly due to a $2.3 billion adjustment for EV strategic realignment. GM raised its full-year 2026 EBIT-adjusted guidance to $14.0 billion-$16.0 billion from $13.5 billion-$15.5 billion, the second raise this year, and declared a quarterly dividend of $0.18 per share.
Q2 revenue was $48.0 billion, up from $47.1 billion a year earlier; net income attributable to stockholders was $1.3 billion, down from $1.9 billion.
EPS-diluted was $1.41 versus $1.91 a year earlier; EPS-diluted-adjusted was $3.57 versus $2.53.
EBIT-adjusted was $3.9 billion, up 29.8%; EV strategic realignment adjustments totaled $2.3 billion in the quarter.
Full-year 2026 EPS-diluted-adjusted guidance rose to $12.00-$14.00 from $11.50-$13.50; quarterly dividend of $0.18 per share is payable September 17, 2026.
Valmont reported second-quarter 2026 net sales up 6.5% to $1.12 billion and GAAP diluted earnings of $6.14 per share, compared with a loss of $1.53 per share a year earlier that included impairment and realignment charges. The company also raised its full-year 2026 net sales and diluted EPS outlook, which matters to shareholders because it signals higher expected earnings for the year, although Agriculture sales fell 15.8% in the quarter.
Net sales rose 6.5% to $1.12 billion from $1.05 billion in Q2 2025; Infrastructure sales rose 14.8% to $878.9 million.
Agriculture sales fell 15.8% to $243.7 million, with International sales down 28.9% amid Middle East conflict disruptions.
Full-year 2026 diluted EPS outlook raised to $22.25 to $23.50 from $21.50 to $23.50.
Full-year 2026 net sales outlook raised to $4.3 to $4.45 billion from $4.2 to $4.4 billion.
MSCI reported second-quarter 2026 operating revenues of $867.0 million, up 12.2%, and diluted EPS of $4.69, up 19.6%. The company raised its full-year 2026 operating expense and adjusted EBITDA expense guidance, citing the First Street acquisition and higher incentive compensation accruals, so shareholders will see higher projected costs alongside faster revenue growth.
Operating revenues were $867.0 million, up 12.2%; net income was $342.0 million, up 12.6%; diluted EPS was $4.69, up 19.6%.
Full-year 2026 operating expense guidance was raised to $1,535 to $1,575 million from $1,490 to $1,530 million.
Asset-based fees rose 26.6% to $233.1 million in the Index segment, while Analytics adjusted EBITDA margin fell to 46.5% from 52.1%.
Share repurchases totaled $145.0 million during the quarter, and a $2.05 per share dividend was declared for payment on August 28, 2026.
Northrop Grumman reported second quarter 2026 sales of $10.9 billion, up 5% from a year earlier, and a record backlog of $105 billion. Diluted EPS fell to $7.68 from $8.15 because the prior-year quarter included a $231 million gain on the training services divestiture, and the company raised its 2026 sales and MTM-adjusted EPS guidance.
Q2 2026 sales were $10.9 billion, up 5% from $10.4 billion in Q2 2025.
Diluted EPS was $7.68 versus $8.15; net earnings were $1.1 billion versus $1.2 billion.
2026 sales guidance raised to $43.75 billion to $44.25 billion; MTM-adjusted EPS guidance raised to $28.60 to $29.10, an increase of $1.20.
Backlog reached a company record of $105 billion after $20 billion in net awards in the quarter.
3M reported second-quarter 2026 GAAP sales of $6.5 billion, up 2.4%, and GAAP EPS of $1.78, up from $1.34 a year earlier. Adjusted EPS was $2.40, up 11%, and the company raised its full-year 2026 adjusted EPS guidance to $8.80-$8.95 from $8.50-$8.70, though GAAP operating margin fell to 15.1% amid a $336 million loss on business divestitures and other special items.
Q2 GAAP sales of $6.5 billion, up 2.4%; adjusted organic sales up 5.4%
Q2 GAAP EPS of $1.78, up 33%; adjusted EPS of $2.40, up 11%
2026 adjusted EPS guidance raised to $8.80-$8.95 from $8.50-$8.70; guidance excludes the Madison Fire & Rescue acquisition, which closed July 1, 2026
Returned $1.4 billion to shareholders via dividends and share repurchases in Q2
Equifax reported second-quarter 2026 revenue of $1.700 billion, up 11%, and diluted EPS of $1.54, up 1%. Net income attributable to Equifax fell 4% to $183.9 million, and the company's adjusted EPS of $2.25 rose 13%, excluding a $40.0 million legal settlement accrual. The company also agreed to acquire Círculo de Crédito for a $750 million enterprise value, with closing expected in the fourth quarter of 2026.
Revenue $1.700 billion, up 11% (10% in local currency); USIS revenue rose 17% and Workforce Solutions rose 7%.
Net income attributable to Equifax $183.9 million, down from $191.3 million; adjusted EPS $2.25, up 13% from $2.00.
Full-year 2026 adjusted EPS guidance of $8.39 to $8.69 and reported revenue of $6.710 billion to $6.780 billion; Q3 adjusted EPS guidance of $2.15 to $2.25.
Returned $366 million to shareholders in the quarter, including $300 million of share repurchases; $750 million Círculo de Crédito deal expected to close in Q4 2026.
Hasbro reported second-quarter 2026 revenue of $1.14 billion, up 16% from a year earlier, and diluted earnings of $1.12 per share, compared with a loss of $6.10 per share a year earlier. The company raised its full-year 2026 revenue growth and adjusted EBITDA outlook, citing strength in Wizards of the Coast and Digital Gaming.
Q2 revenue $1.14 billion, up 16%; Wizards and Digital Gaming up 27%, Consumer Products up 5%, Entertainment down 20%
Q2 diluted EPS $1.12 (adjusted $1.28); results include a $56 million impairment tied to Digital Games
Full-year 2026 outlook raised: revenue growth 5-7% in constant currency (previously 3-5%); adjusted EBITDA $1.45-1.50 billion (previously $1.40-1.45 billion)
Board declared a $0.70 per share quarterly dividend, payable September 2, 2026 to holders of record August 19, 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.